Southern Company

SOleader

Southern Company is a premier energy company serving 9 million customers through its subsidiaries. It is one of the largest generators of electricity in the United States and a leader in nuclear energy through its Plant Vogtle expansion.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($25.3B)

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Georgia Power (40%)

Alabama Power (25%)

Southern Company Gas (20%)

Southern Power (10%)

Mississippi Power & Other (5%)

Segment Breakdown & Key Customers

Product Details

Regulated Electric Utilities70%

Electric generation, transmission, and distribution in Alabama, Georgia, Mississippi, and Virginia

Natural Gas Distribution20%

Natural gas delivery through Southern Company Gas subsidiaries

Competitive Generation10%

Wholesale power generation and energy trading through Southern Power

Supply Chain Relationships

Competitors

Duke Energy Corporation

Southeast regulated utility services

Impact: Regional competitor

Key Suppliers

GE Aerospace

Gas and nuclear turbines

Impact: High — key generation supplier

Baker Hughes Company

Gas infrastructure equipment

Impact: Medium

Macro & Market Context

유틸리티Sector News

AI 전력 수요 폭증 — 수십 년 만의 수요 증가 사이클 진입

미국 전력 수요 증가 전망

+15~20% (2030E)

데이터센터 전력 소비 비중

4% → 9% (2030E)

원자력 발전 가격

$80~120/MWh

신재생 PPA 계약 단가

$45/MWh

Upcoming Catalysts

◆NEE·SO·DUK Q1 실적 (2026.04)◆FERC 전력망 업그레이드 규정 최종안◆SMR 인허가 일정 업데이트 (NRC)

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AI Analysis

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Company Info

Headquarters

Atlanta, Georgia, USA

Founded

1945

Employees

27,000

Website

southerncompany.com

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