The latest updates to Duke Energy's spending plans are bananas:

- $103B five-year capital plan (up +18% since Nov 2025)
- Deploying >$1B per month.
- Data centers driving growth: 1.5 GW of new data center contracts since Nov
- Funding mix: ~$10B new equity issuance planned 2027–2030
- Rate increases approved in SC, pending in NC.

Source:
https://www.utilitydive.com/news/103-billion-duke-claims-largest-spending-plan-of-any-regulated-us-utility/812047/