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Consumers Energy aims to invest over $17 billion in generation and distribution assets over the next five years, with a 25% increase in generation investment compared to the previous plan. The utility anticipates 3% weather-normalized load growth in 2026, driven by data centers and industrial loads.

Significant spending will focus on renewable energy to meet Michigan's 2040 carbon-free electricity mandate, with $14 billion allocated for nearly 11 GW of wind and solar projects. Consumers is also finalizing a rate contract for a 1-GW data center and has ongoing negotiations for additional large-load interconnections.