08
Utilities & Energy
Regulated utilities and independent power producers that sell electricity into the grid, plus the oil and gas producers, refiners, and midstream pipeline operators whose fuel powers generators and peaker plants.
74companies
2chokepoints
4sub-roles
Chokepoints in this layer
2 positions here have no real alternative supplier. AEP (regulated electric utility) and ETR (regulated electric utility). A disruption at any one ripples through the entire chain downstream.
Regulated Utilities
35 companiesAEEAmeren CorporationRegulated electric utilityAEPAmerican Electric Power Company, Inc.CHOKEPOINTRegulated electric utilityAVAAvista CorporationRegulated electric utilityBKHBlack Hills CorporationRegulated electric utilityCMSCMS Energy CorporationRegulated electric utilityCNPCenterPoint Energy, Inc.Regulated electric utilityDDominion Energy, Inc.Regulated electric utilityDTEDTE Energy CompanyRegulated electric utilityDUKDuke Energy CorporationRegulated electric utilityEIXEdison InternationalRegulated electric utilityETREntergy CorporationCHOKEPOINTRegulated electric utilityEVRGEvergy, Inc.Regulated electric utilityEXCExelon CorporationRegulated electric utilityFEFirstEnergy Corp.Regulated electric utilityHTOH2O AmericaWater utility operatorIDAIDACORP, Inc.Regulated electric utilityLNTAlliant Energy CorporationRegulated electric utilityMDUMDU Resources Group, Inc.Regulated electric utilityNEENextEra Energy, Inc.Regulated electric utilityNINiSource IncRegulated gas utilityNWENorthwestern Energy Group IncRegulated electric utilityOGEOGE Energy Corp.Regulated electric utilityOGSONE Gas, Inc.Regulated gas utilityPCGPG&E CorporationRegulated electric utilityPEGPublic Service Enterprise Group IncorporatedRegulated electric utilityPNWPinnacle West Capital CorporationRegulated electric utilityPORPortland General Electric CompanyRegulated electric utilityPPLPPL CorporationRegulated electric utilitySOThe Southern CompanyRegulated electric utilitySRESempraRegulated electric utilityTXNMTXNM Energy, Inc.Regulated electric utilityUGIUGI CorporationRegulated gas utilityWECWEC Energy Group, Inc.Regulated electric utilityWTRGEssential Utilities, Inc.Water utility operatorXELXcel Energy Inc.Regulated electric utility
Independent Power Producers
13 companiesAESThe AES CorporationIndependent power producerAMRCAmeresco, Inc.Energy efficiency servicesBEPBrookfield Renewable Partners L.P.Renewable power producerCEGConstellation Energy CorporationNuclear power producerCWENClearway Energy, Inc.Renewable energy power producerFRVOFervo Energy Co.Geothermal energy developerHNRGHallador Energy CompanyCoal power producerNRGNRG Energy, Inc.Independent power producerORAOrmat Technologies, Inc.Geothermal power systemsRNWReNew Energy Global PlcRenewable energy producerTACTransAlta CorporationIndependent power producerTLNTalen Energy CorporationNuclear-powered data centersVSTVistra Corp.Independent power producer
Oil, Gas & Fuel
21 companiesCLMTCalumet Inc.Specialty fuel refinerCRKComstock Resources, Inc.Natural gas producerCVXChevron CorporationOil and gas producerDTMDT Midstream, Inc.Natural gas pipelinesDVNDevon Energy CorporationOil and gas producerENBEnbridge Inc.Oil and gas pipelinesEQTEQT CorporationNatural gas producerETEnergy Transfer LPNatural gas pipelinesKMIKinder Morgan, Inc.Natural gas pipelinesLLoews CorporationDiversified energy holdingsMMLPMartin Midstream Partners L.P.Midstream energy servicesMPLXMPLX LpOil and gas pipelinesNEXTNextdecade CorpLNG export developerOKEONEOK, Inc.Natural gas pipelinesOXYOccidental Petroleum CorporationOil and gas producerPBAPembina Pipeline CorporationOil and gas pipelinesRRCRange Resources CorporationNatural gas producerTRPTC Energy CorporationNatural gas pipelinesUSACUSA Compression Partners, LPGas compression servicesWMBThe Williams Companies, Inc.Natural gas pipelinesXOMExxon Mobil CorporationOil and gas producer
Energy Equipment & Services
5 companiesDeep teardownComing soon
Inside the utilities & energy layer
A full physical decomposition of this layer of the buildout — what goes where, who makes it, and where the bottlenecks are. Links here when the teardown publishes under Learn.