Duke’s New Energy Plan for Data Centers Requires Consumer Protections Now

by | Aug 19, 2026 | Energy

Duke’s New Energy Plan for Data Centers Requires Consumer Protections Now

Duke Energy has released a comprehensive long-range energy strategy that includes proposals for two additional natural gas facilities and the continued operation of existing coal plants. According to documents made public last Friday, these infrastructure investments are substantially based on anticipated demand from data center operations that remain largely unconfirmed.

The utility reports it is pursuing 8,000 megawatts of capacity to serve 43 large load customers currently in “advanced development” stages. Additionally, Duke identifies 6,000 megawatts of demand in its “development pipeline” at earlier phases of evaluation, notably without signed service contracts in place. This speculative approach to infrastructure planning contrasts with changing demand patterns in other customer segments, where residential energy demand growth has declined from 1.9 percent to 1.3 percent, and retail demand has decreased from 1.8 percent to 1.2 percent.

Environmental advocates have raised concerns about the utility’s infrastructure strategy, arguing that planned investments in coal and gas expansion may not align with customer interests. They contend that Duke has the capacity to make more substantial commitments to renewable energy sources such as solar power and battery storage systems, rather than limiting clean energy to what they characterize as incremental efforts.

Calls for enhanced regulatory oversight have emerged, with stakeholders urging the South Carolina Public Service Commission to establish protective measures for residential customers and small businesses. Advocates maintain that large technology companies should bear the full cost of serving their operational demands rather than spreading expenses across the broader customer base. The Public Service Commission has an active docket addressing large load customer tariffs where such consumer protection provisions could be established.

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