# 서던 컴퍼니의 주요 공급사는 어디인가? 서던 컴퍼니의 비용은 누구에게 가는가?
Canonical: https://valuechain.wiki/southern-company · Facet: suppliers · Updated: 2026-07-12T04:15:08.054+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**인용용 요약**: 서던 컴퍼니의 확인된 공급·비용 상대 실명 공시는 없다 — 2건이 익명·묶음 관계로 추적된다. 밸류체인 그래프 기준 비용 엣지 2건, 근거 출처 2건 중 1차공시 1건 (valuechain.wiki, 2026-07-12 기준).

### 발전·송배전 설비 건설 (신규 발전·송전·배전 capex) (high)
- metric: 설비투자 81 USD_B · 2026-2030 capital plan; $15.9B 2026 program
- note: 데이터센터 수요로 설비투자 확대. 2026년 건설계획 $15.9B(신규 발전 $3.7B·송전 $3.2B·배전 $2.0B·서던 컴퍼니 가스 $2.2B·원자력연료 $0.3B). 2026~2030 자본계획 $81B(직전 $76B에서 상향). 조지아 PSC가 약 13GW($19.5B, 2030년까지 가동) 자원 인가.
- [confirms] Utility Dive (EN, news, published 2026-02-20) https://www.utilitydive.com/news/southern-co-load-data-center-earnings/812681/: "$81 billion over five years (2026-2030), up from $76 billion in Q3 2025."
- [confirms] 美 증권거래위원회(SEC EDGAR) (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/92122/000009212226000006/so-20251231.htm: "In 2026, the Southern Company system's construction program is expected to be apportioned approximately as follows: New generation $3.7B, Transmission $3.2B, Distribution $2.0B, Southern Power $0.9B, Southern Company Gas $2.2B ... Total $15.9 billion. The Georgia PSC has certified resources totaling approximately 13 GWs ... certified costs of these Georgia Power projects total $19.5 billion, ... placed in service through 2030."

### 발전연료 (천연가스·석탄·우라늄) (high)
- metric: cost 5.88 USD_B · fuel $4.897B + purchased power $0.98B FY2025
- note: 전통 전력 자회사·SEGCO 발전은 주로 천연가스와 석탄, 앨라배마파워·조지아파워는 원자력도 사용. 서던파워는 주로 천연가스. FY2025 연료비 $4,897M·구입전력 $980M.
- [confirms] 美 증권거래위원회(SEC EDGAR) (EN, filing, published 2026-02-19) https://www.sec.gov/Archives/edgar/data/92122/000009212226000006/so-20251231.htm: "The traditional electric operating companies' and SEGCO's supply of electricity is primarily fueled by natural gas and coal, as well as nuclear for Alabama Power and Georgia Power. Southern Power's supply of electricity is primarily fueled by natural gas. Operating Expenses: Fuel 4,897; Purchased power 980 (2025, in millions)."

반대 방향: https://valuechain.wiki/southern-company/customers.md · 파급: https://valuechain.wiki/southern-company/ripple.md

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