Duke Energy plans up to $220B for a grid overhaul to boost reliability using self-healing technology and storm hardening as AI-driven demand accelerates. The multidecade capex program is sector-moving, lifting demand for grid equipment and resilience services while increasing Duke's capital intensity and likely prompting regulatory/ratemaking scrutiny.
Duke Energy plans up to $220B for a grid overhaul to boost reliability using self-healing technology and storm hardening as AI-driven demand accelerates. The multidecade capex program is sector-moving, lifting demand for grid equipment and resilience services while increasing Duke's capital intensity and likely prompting regulatory/ratemaking scrutiny.
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