Duke Energy files 2025 Carolinas Resource Plan, continues modernizing energy infrastructure to support future growth
Duke Energy (NYSE:DUK) has filed its 2025 Carolinas Resource Plan, outlining significant infrastructure modernization to meet unprecedented growth in electricity demand across the Carolinas. The plan projects customer bill impacts of 2.1% annually over the next decade, below inflation and lower than previously approved plans.
Key elements include evaluation of new nuclear generation (both large light-water reactors and small modular reactors), 5 combined-cycle and 7 combustion turbine natural gas units, 4,000 MW of solar by 2034, and expanded battery storage to 5,600 MW by 2034. The company is also considering 2-4 year extensions for certain coal units with dual-fuel capability.
The plan responds to regional economic growth, with companies announcing over 25,000 new jobs and $19 billion in investments in North Carolina in 2025 alone. Energy needs over the next 15 years are expected to grow at eight times the rate of the previous 15 years.
Duke Energy (NYSE:DUK) ha presentato il suo Carolinas Resource Plan 2025, delineando una significativa modernizzazione delle infrastrutture per far fronte a una crescita senza precedenti della domanda di elettricità nelle Carolinas. Il piano prevede impatti sulla bolletta dei clienti del 2,1% all'anno nel prossimo decennio, al di sotto dell'inflazione e inferiore ai piani approvati in precedenza.
Elementi chiave includono la valutazione di nuove generazioni nucleari (sia grandi reattori ad acqua leggera sia piccoli reattori modulari), 5 unità a ciclo combinato e 7 turbine a combustione a gas naturale, 4.000 MW di solare entro il 2034, e un'espansione dell'immagazzinamento di energia con batterie fino a 5.600 MW entro il 2034. L'azienda sta anche valutando estensioni di 2-4 anni per alcuni impianti a carbone con capacità dual fuel.
Il piano risponde alla crescita economica regionale, con aziende che hanno annunciato oltre 25.000 nuovi posti di lavoro e investimenti per 19 miliardi di dollari in Nord Carolina nel 2025. Le esigenze energetiche nei prossimi 15 anni dovrebbero crescere a un ritmo otto volte superiore rispetto ai 15 anni precedenti.
Duke Energy (NYSE:DUK) ha presentado su Plan de Recursos de Carolinas 2025, que describe una significativa modernización de la infraestructura para satisfacer un crecimiento sin precedentes de la demanda de electricidad en las Carolinas. El plan proyecta impactos en la factura del cliente del 2,1% anual durante la próxima década, por debajo de la inflación y menor que los planes aprobados anteriormente.
Entre los elementos clave se incluyen la evaluación de nueva generación nuclear (tanto grandes reactores de agua ligera como pequeños reactores modulares), 5 unidades de ciclo combinado y 7 turbinas de combustión de gas natural, 4.000 MW de solar para 2034, y una expansión del almacenamiento en baterías a 5.600 MW para 2034. La empresa también está considerando extensiones de 2-4 años para ciertas unidades de carbón con capacidad de doble combustible.
El plan responde al crecimiento económico regional, con empresas anunciando más de 25.000 nuevos empleos e inversiones de 19 mil millones de dólares en Carolina del Norte solo en 2025. Se espera que las necesidades de energía durante los próximos 15 años crezcan a ocho veces la tasa de los 15 años anteriores.
Duke Energy (NYSE:DUK)가 2025년 Carolinas Resource Plan을 제출했으며, 캐롤라이나 주 전역의 전력 수요 증가에 대응하기 위한 중요한 인프라 현대화를 제시합니다. 계획은 향후 10년 동안 고객 청구서에 미치는 영향이 연간 2.1%로 예상되며 물가 상승률보다 낮고 이전에 승인된 계획보다 낮습니다.
주요 요소로는 신규 원자력 발전 평가(대형 경수로와 소형 모듈식 원자로 모두)와 5개 합동 사이클 및 7개 가스 터빈 단위, 2034년까지 4,000 MW의 태양광, 그리고 2034년까지 5,600 MW의 배터리 저장 확장이 포함됩니다. 또한 이중 연료를 갖춘 특정 석탄 기기의 2-4년 연장도 고려 중입니다.
이 계획은 지역 경제 성장에 대응하며, 2025년에 노스캐롤라이나에서 20,000명 이상의 신규 일자리와 190억 달러의 투자가 발표되었습니다. 향후 15년간의 에너지 수요는 지난 15년의 증가율의 여덟 배로 성장할 것으로 예상됩니다.
Duke Energy (NYSE:DUK) a déposé son Plan des ressources Carolinas 2025, décrivant une modernisation significative des infrastructures pour répondre à une croissance sans précédent de la demande d’électricité dans les Carolinas. Le plan prévoit des impacts sur la facture des clients de 2,1 % par an au cours de la prochaine décennie, en dessous de l’inflation et inférieur aux plans approuvés précédemment.
Les éléments clés comprennent l’évaluation de nouvelles centrales nucléaires (à la fois de grands réacteurs à eau légère et de petits réacteurs modulaires), 5 unités à cycle combiné et 7 turbines à combustion à gaz naturel, 4 000 MW d’énergie solaire d’ici 2034, et une extension du stockage par batteries à 5 600 MW d’ici 2034. L’entreprise envisage également des prolongations de 2-4 ans pour certaines unités charbon avec une capacité dual fuel.
Le plan répond à la croissance économique régionale, les entreprises annonçant plus de 25 000 nouveaux emplois et 19 milliards de dollars d’investissements en Caroline du Nord en 2025 seulement. Les besoins en énergie au cours des 15 prochaines années devraient croître à un rythme huit fois supérieur à celui des 15 années précédentes.
Duke Energy (NYSE:DUK) hat seinen 2025 Carolinas Resource Plan vorgelegt, der eine bedeutende Infrastrukturerneuerung zur Bewältigung des bislang beispiellosen Wachstums der Elektrizitätsnachfrage in den Carolinas umreißt. Der Plan sieht Kundenrechnungsauswirkungen von 2,1% jährlich über das nächste Jahrzehnt vor, unter der Inflationsrate und niedriger als zuvor genehmigte Pläne.
Zu den Schlüsselelementen gehören die Bewertung neuer Kernenergieerzeugung (sowohl große Leichtwasserreaktoren als auch kleine modulare Reaktoren), 5 Kombi-Gasturbinen und 7 Verbrennungsturbinen-Einheiten, 4.000 MW Solar bis 2034 und eine erweiterte Batteriespeicherung auf 5.600 MW bis 2034. Das Unternehmen erwägt auch Verlängerungen von 2-4 Jahren für bestimmte Kohlekraftwerke mit Dual-Fuel-Fähigkeit.
Der Plan reagiert auf das regionale Wirtschaftswachstum, da Unternehmen im Jahr 2025 in North Carolina über 25.000 neue Arbeitsplätze und Investitionen in Höhe von 19 Milliarden US-Dollar ankündigten. Der Energiebedarf in den nächsten 15 Jahren wird voraussichtlich um achtmal so schnell wie in den vorherigen 15 Jahren wachsen.
Duke Energy (NYSE:DUK) قدمت خطة الموارد لكارولينا لعام 2025، التي توضح تحديثاً كبيراً للبنية التحتية لتلبية نمو غير مسبوق في الطلب على الكهرباء عبر كارولينا. وتتوقع الخطة تأثيراً على فواتير العملاء بنسبة 2.1% سنوياً خلال العقد القادم، وهو أقل من معدل التضخم وأقل من الخطط المعتمدة سابقاً.
تشمل العناصر الرئيسية تقييم توليد نووي جديد (كلا من المفاعلات الكبيرة من الماء الخفيف والمفاعلات modular الصغيرة)، 5 وحدات دوّار مشتركة و7 توربينات احتراق الغاز الطبيعي، 4,000 MW من الطاقة الشمسية بحلول 2034، وتخزين بطاريات موسّع ليصل إلى 5,600 MW بحلول 2034. كما تفكر الشركة في تمديد 2-4 سنوات لبعض وحدات الفحم ذات القدرة المزدوجة الوقود.
يرد الخطة على النمو الاقتصادي الإقليمي، مع إعلان الشركات أكثر من 25,000 وظيفة جديدة و19 مليار دولار من الاستثمارات في نورث كارولاينا في عام 2025 وحده. من المتوقع أن تنمو احتياجات الطاقة خلال الـ15 عاماً القادمة بمعدل ثماني مرات أسرع من معدل السنوات الخمس عشر السابقة.
Duke Energy (NYSE:DUK) 已提交其 2025 年 Carolinas Resource Plan，概述了为应对卡罗来纳州前所未有的用电需求增长而进行的重大基础设施现代化。该计划预计在未来十年内客户账单影响为每年 2.1%，低于通胀水平，也低于先前批准的计划。
关键要素包括对新核发电的评估（包括大型轻水反应堆和小型模块化反应堆）、5 台联合循环机组与 7 台燃气燃烧涡轮机、到 2034 年实现 4,000 MW 太阳能，以及扩展至 到 2034 年 5,600 MW 的电池储能。公司还在考虑对某些具双燃料能力的煤炭机组延长 2-4 年。
该计划回应地区经济增长，2025 年北卡罗来纳州宣布有超过 25,000 个新职位和 190 亿美元的投资。预计未来 15 年的能源需求将以比前 15 年的增速快八倍的速度增长。
- Customer bill impacts projected at only 2.1% annually, below inflation rate
- Significant capacity expansion with 4,000 MW solar and 5,600 MW battery storage by 2034
- Potential $1 billion in future cost savings through utility combination
- Added 300 MW of clean capacity through nuclear station upgrades
- Strong regional economic growth with $19 billion in new investments
- Delayed pumped storage hydro project at Bad Creek from 2034 to 2040
- Extension of coal unit operations by 2-4 years
- Wind power deemed not economically viable through 2040
Insights
Duke Energy's updated plan adjusts for unprecedented growth with lower customer costs, balancing reliability needs with a diverse generation portfolio.
Duke Energy's 2025 Carolinas Resource Plan represents a significant strategic shift in response to extraordinary growth in energy demand - projected at eight times the rate of the previous 15 years. The plan's projected annual bill impact of
The plan reveals Duke's pragmatic approach to resource diversity, with several notable adjustments from their previous plan:
- Nuclear expansion now includes both small modular reactors and large light-water reactors with a 2037 target
- Natural gas capacity maintained at five combined-cycle units but combustion turbines increased from five to seven
- Battery storage target substantially increased to 5,600 MW by 2034 (up 2,900 MW from previous plan)
- Coal plant extensions of 2-4 years for dual-fuel capable units following federal regulatory changes
- Bad Creek pumped storage expansion deferred from 2034 to 2040
The company is also maximizing existing assets through power uprates at nuclear stations (adding 300 MW), hydroelectric facility upgrades (including 280 MW already added at Bad Creek), and natural gas fleet efficiency improvements.
This resource plan complements Duke's pending regulatory request to combine its two electric utilities in the Carolinas, which they project will save customers over
- Update to the long-range plan approved by
North Carolina andSouth Carolina regulators last year supports economic success of both states - Plan meets significant growth while saving customers money – future bill impacts are below inflation
The 2025 Carolinas Resource Plan is Duke Energy's road map to serve customer growth needs while protecting reliability and keeping costs as low as possible. Customer bill impacts for the proposed plan are projected to average
Our view:
"
The big picture:
The plan reflects rising electricity demand across the Carolinas at an unprecedented pace, driven by the economic success of
Across the Carolinas, customer energy needs over the next 15 years are expected to grow at eight times the growth rate of the prior 15 years. To put this in perspective, that projected increase in energy use is more than double the growth forecasted when the 2023 Carolinas Resource Plan was initially filed.
The 2025 Carolinas Resource Plan also adapts to significant policy changes at state and federal levels. Recent energy legislation in both states emphasizes reliability, while changes in federal regulations and tax credits support advanced nuclear and battery storage and provide flexibility for existing coal and new natural gas generation.
To minimize the plan's future costs for customers while maintaining reliability and powering growth, the company's recommended energy mix has evolved accordingly. Compared to the prior plan, changes in proposed resource actions include:
-
Nuclear: added large light-water reactor (LLWR) technology for evaluation in addition to small modular reactors (SMRs), targeting potential 2037 in service for new nuclear generation at either
Belews Creek, N.C. (SMR) or the W.S.Lee site inCherokee County, S.C. (LLWR), expanding license activities to include both LLWR and SMR sites to preserve optionality. -
Natural gas: maintained the five combined-cycle (CC) units called for in 2023 modeling for baseload generation and increased the number of combustion turbines (CT) for peak needs by two to a total of seven, helping meet continued load growth; added enhanced liquified natural gas storage to reduce fuel cost volatility and boost reliability.
- Locations: CCs –
Person County, N.C. (2),Anderson County, S.C. (1), third site to be determined (2); CTs –Catawba County, N.C. (2),Rowan County, N.C. (2),Richmond County, N.C. (1), fourth site to be determined (2).
- Locations: CCs –
-
Solar: targeted 4,000 megawatts (MW) by 2034, maintaining the 2025 procurement target to maximize customer benefits of the remaining federal energy tax credits for solar.
- Locations: to be determined through annual competitive bidding process.
-
Battery storage: expanded to 5,600 MW targeted by 2034 – an increase of 2,900 MW over the 2023 plan's projection through 2031 – to meet near-term growth and leverage tax credits that provide savings for customers.
- Locations: across the Carolinas, including the Allen, Riverbend and Mayo coal plant sites.
- Wind: not an economically viable resource for customers through 2040 but will be reassessed at next plan update.
- Pumped storage hydro: limited near-term development of a second power block at Bad Creek to preserve optionality and take advantage of tax credits; deferred in-service target from 2034 to 2040 to reduce grid upgrade costs and accelerate in-service dates for crucial near-term projects including solar already in development, natural gas, hydro and batteries.
-
Coal: following federal actions that eased restrictions on coal generation, targeted potential two- to four-year extensions of units that have dual-fuel capability (
Belews Creek ,Cliffside ,Marshall ). Maintaining an orderly exit from coal as approved by state regulators, while extending the operational life of these fuel-flexible assets for a short time, will help meet load growth.
Yes and:
"We've also made further progress in maximizing the value of existing resources, making them more efficient and able to deliver more electricity to meet near-term growth needs while minimizing costs to customers," Bowman said.
For example, the company is:
- Adding nearly 300 MW of clean capacity to the grid – the equivalent of a new SMR – through power uprate projects at four nuclear stations.
- Already upgraded the capacity of Bad Creek pumped storage by another 280 MW and is recommending upgrades to seven other emissions-free hydro plants.
- Upgrading its natural gas fleet in a manner that reduces fuel costs and emissions.
As is the case with this two-year update, all resource amounts and target dates will be updated in future filings, allowing Duke Energy to continue adapting to technological advances, federal and state incentives and policy changes, and other factors beneficial to customers.
Flashback:
The plan builds upon the 2023 Carolinas Resource Plan approved by
What's next:
The North Carolina Utilities Commission will hold hearings on the resource plan in 2026 – dates are still to be determined – and issue an order by Dec. 31, 2026. Later this year, Duke Energy will also file a resource plan update with the Public Service Commission of
Duke Energy Carolinas
Duke Energy Carolinas, a subsidiary of Duke Energy, owns 20,800 megawatts of energy capacity, supplying electricity to 2.9 million residential, commercial and industrial customers across a 24,000-square-mile service area in
Duke Energy Progress
Duke Energy Progress, a subsidiary of Duke Energy, owns 13,800 megawatts of energy capacity, supplying electricity to 1.8 million residential, commercial and industrial customers across a 28,000-square-mile service area in
Duke Energy
Duke Energy (NYSE: DUK), a Fortune 150 company headquartered in
Duke Energy is executing an ambitious energy transition, keeping customer reliability and value at the forefront as it builds a smarter energy future. The company is investing in major electric grid upgrades and cleaner generation, including natural gas, nuclear, renewables and energy storage.
More information is available at duke-energy.com and the Duke Energy News Center. Follow Duke Energy on X, LinkedIn, Instagram and Facebook, and visit illumination for stories about the people and innovations powering our energy transition.
Contact: Bill Norton
24-hour media line: 800.559.3853
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