Cms Energy Corporation · NYSE:CMS
Cms Energy — Investor Presentation (June 2018)
8 slides from Cms Energy's investor presentation, Jun 15, 2018
Slide 1: Integrated Resource Plan
Integrated Resource Plan June 15, 2018
Slide 2: Forward-looking statements disclaimer
This presentation is made as of the date hereof and contains “forward-looking statements” as defined in Rule 3b-6 of the Securities Exchange Act of 1934, Rule 175 of the Securities Act of 1933, and relevant legal decisions. The forward-looking statements are subject to risks and uncertainties. All f
Slide 3: Filed Integrated Resource Plan (IRP)
Filed Integrated Resource Plan “ IRP”. . . Overview Clean and Lean File Date: June 15, 2018 No Certificate of Order Date: Q2 2019 Necessity Required Supply < 225 MW Case No.: U-20165 Modular Fully utilize Capital Investment Opportunities: assets • No Change to 5-year, ~$10 Bn Plan (IRP includes REP*
Slide 4: Modeling Scenarios
Modeling Scenarios . . . Business as Environmental Emerging Usual Policy Technologies • Sustained low natural • Stringent carbon • Technological gas prices and regulations advancements and Model electric demand economies of scale Selection • No carbon regulation Always Energy Efficiency Solar an
Slide 5: Industry-Leading Climate Goals
Industry-Leading Climate Goals . . . . . . breakthrough thinking for our planet. 5
Slide 6: Protecting Michigan's Environment
Protecting Michigan’s Environment . . . Reducing Carbon Intensity Adding Renewable Energy (Since 2005) 43% Today 2024 2032 2040 50% Renewables 0 Karn Campbell Campbell 1&2 1&2 3 Retirement Retirement Retirement (2023) (2031) (2039) 38% cv 25% 15% RPS -50 ~45% By 2022 ~70% > 90% 0% -100 % '21 '24 '27
Slide 7: Future Capacity Resources
Future Capacity Resources . . . Near-Term Plan Long-Term Plan 1,500 5,000 (ZRC) Customer Savings (ZRC) a ~$30 MM Other Small Battery Existing PPAs and Surplus Load Growth Karn 1 & 2 Solar REP (2023) Plan Campbell 3 Wind (2039) Energy Solar 6,000 MWs Efficiency Karn 3 & 4 (2031) Filer City Conversion
Slide 8: Needed Customer Investment
Needed Customer Investment . . . Large and Aging System Opportunities • $3 Bn over the next 10 years, primarily solar build-out • Longer-term, provides significant renewable $10 Bn opportunities 5-yr Plan • Helps achieve industry- leading climate goals Supports Sustainable 6% to 8% EPS Growth a ____