Duke Energy Corporation (holding Company) · NYSE:DUK
Duke Energy Corporation (holding Company) — Corporate Update (June 2026)
34 slides from Duke Energy Corporation (holding Company)'s corporate update, Jun 5, 2026
Slide 1: 2026 Carolinas Resource Plan
2026 Carolinas Resource Plan Meeting 3 June 5, 2026 2026 Carolinas Resource Plan | 1
Slide 2: Meeting recording notice
Please note, this meeting is being recorded. Presentations will be posted on the IRP website and discussion portions will be temporarily stored for internal purposes only to ensure accuracy of meeting notes. 2026 Carolinas Resource Plan | 2
Slide 3: Safety
Safety Workplace Hazard Recognition: Stay Alert, Stay Safe! In today’s fast-paced work environments, it’s crucial to be vigilant and proactive when it comes to recognizing workplace hazards. Identifying potential dangers not only helps protect ourselves but also ensures the safety and well-being of
Slide 4: Facilitator of 2026 Engagement: Great Plains Institute (GPI)
Facilitator of 2026 Engagement: Great Plains Institute (GPI) Benjamin Stafford Alissa Bemis Trevor Drake Senior Policy Meeting & Vice President, Manager Administrative Manager Energy Systems Aileen Cole Audrey Negro Hallie Turner Senior Policy Meeting & Policy Associate Research Specialist Administr
Slide 5: Agenda
Agenda 9:00 – 9:05 a.m. Open & Safety Moment Benjamin Stafford, GPI 9:05 – 9:10 a.m. Agenda & Meeting Structure Benjamin Stafford, GPI 9:10 – 9:15 a.m. Feedback from Engagement Meeting 2 Benjamin Stafford, GPI Modeling Technology & Process Overview 9:15 – 9:35 a.m. • Analytical Process - EnCompass S
Slide 6: Meeting Structure
Meeting Structure 2026 Carolinas Resource Plan | 6
Slide 7: Meeting Ground Rules
Meeting Ground Rules Respect each other: Focus on today’s topics: Help us to collectively uphold respect for each Please respect the scope of today’s meeting to make the other's experiences and opinions, even in most of our time. Pending legal issues are outside the difficult conversations. We need
Slide 8: Attendee Roles: Observers
Attendee Roles: Observers ▪ Please use the "Q&A" feature on the menu at the bottom of your screen to submit questions to presenters and technical representatives. ▪ We will address questions as time permits. ▪ Questions submitted through the Q&A feature will be displayed as they are answered. This a
Slide 9: Attendee Roles: Technical Representative
Attendee Roles: Technical Representative ▪ Technical representatives ▪ To manage participation, please use the “Raise hand” feature have registered in to indicate you would like to join the conversations (observers advance. do not use the “Raise hand" feature). ▪ Technical representatives Click on “
Slide 10: Additional Participation
Additional Participation Meeting materials and presentation recordings* will be uploaded to the website: duke-energy.com/CarolinasResourcePlan_2026 Questions/comments can be submitted through the "Contact Us" form on the website or send an email to DukeCarolinas@gpisd.net ▪ *Q&A portions of meetings
Slide 11: Duke Energy IRP Teammates
Duke Energy IRP Teammates Matt Kalemba Glen Snider BJ Byers Karen Hall Emma Goodnow VP Integrated Managing Director Manager Director IRP Regulatory & Director Resource Planning IRP & Analytics IRP Modeling & Analytics Policy Strategy IRP Strategic Integration Thomas Beatty Bryan Wright Jennifer Popp
Slide 12: Meeting 3 Technical Representatives
Meeting 3 Technical Representatives Technical Representatives: ▪ Colin Fitzhenry – Carolina Industrial Group for Fair Utility Rates (CIGFUR) ▪ Findlay Salter – South Carolina Office of Regulatory Staff (ORS) ▪ Hamilton Davis – energyRe (on Behalf of Carolinas Clean Energy Business Association (CCEBA
Slide 13: Meeting 2 Stakeholder Feedback
Meeting 2 Stakeholder Feedback 2026 Carolinas Resource Plan | 13
Slide 14: Stakeholder Meeting 2 | Feedback Themes
Stakeholder Meeting 2 | Feedback Themes Grid Edge & Customer Solar & Storage Technology Pathways & Program Value Assumptions Readiness Participants asked how Duke Stakeholder questions centered Stakeholders asked about the Energy is scaling customer on how Duke Energy is refining cost, performance,
Slide 15: Modeling Technology & Process Overview
Modeling Technology & Process Overview 2026 Carolinas Resource Plan | 15
Slide 16: Developing a Resource Portfolio: Analytical Process
Developing a Resource Portfolio: Analytical Process Develop Spring Long-Term 2026 Model Inputs Planning Models Forecasts & Assumptions System Configuration (One Utility) Reliability Requirements Version 8.2.3 Reliability Load Forecast Verification EE/DSM Forecasts Capacity Expansion Fuel Price Forec
Slide 17: Production Cost Modeling Benchmarking
Production Cost Modeling Benchmarking Generic IRP model 2025 study year inputs (load, fuel, Benchmarking selected to anchor outages, etc.) require Benchmarking study validates model benchmarking to manual alignment to in progress outputs against current system 2025 actual conditions actual operation
Slide 18: Questions
Questions 2026 Carolinas Resource Plan | 18
Slide 19: Analytical Framework
Analytical Framework 2026 Carolinas Resource Plan | 19
Slide 20: Review of Fundamentals of Resource Planning
Review of Fundamentals of Resource Planning Planning to Serve Increasing Energy Needs Value of Resource to the System Customer ▪ Load forecast changes Demand ▪ Economic development driving growth Growth ▪ Effects of customer programs and grid edge resources Resource ▪ Power station retirement Retire
Slide 21: Analytical Framework
Analytical Framework Preliminary Base Portfolio – Optmized Base 2026 Carolinas Resource Plan | 21
Slide 22: Key Factors to Address in Sensitivity Analysis
Key Factors to Address in Sensitivity Analysis ▪ Optimization of portfolios with changes in model inputs ▪ Identify changes in resource selection or cost impact for change in planning Resource Costs Resource (Tax Credits, tariffs, assumption Fuel Prices Availability inflation, etc.) ▪ Discuss opport
Slide 23: Federal Energy Tax Credits
Federal Energy Tax Credits First CO Last Available Start Phase Down Schedule Date in CO Date for Construction By by CO Date Modeling (BOY) 100% Credit (BOY) 2043: 100% | 2044: 75% SMR 12/31/2033 2037 2043 2045: 50% | 2046+ :0% 2045: 100% | 2046: 75% LLWR 12/31/2033 2037 2045 2047: 50% | 2048+: 0% 20
Slide 24: Sensitivity Portfolios Concepts
Sensitivity Portfolios Concepts Resource Availability ▪ High Renewables and Storage Availability ▪ Pumped Storage Hydro and 12-hr non-Li-ion Resource Costs ▪ High CC / CT Cost ▪ High Solar and Storage Cost ▪ Further Solar and Storage Cost Declines Load Growth ▪ High Load Demand-Side Resources ▪ Low
Slide 25: Questions
Questions 2026 Carolinas Resource Plan | 25
Slide 26: BREAK
BREAK 2026 Carolinas Resource Plan | 26
Slide 27: Feedback Session: Sensitivities for Consideration in Planning
Feedback Session: Sensitivities for Consideration in Planning 2026 Carolinas Resource Plan | 27
Slide 28: Next Steps for IRP Development
Next Steps for IRP Development 2026 Carolinas Resource Plan | 28
Slide 29: Developing the Carolinas Resource Plan
Developing the Carolinas Resource Plan 2026 Carolinas Resource Plan | 29
Slide 30: Post-Filing Logistics and Access to Files
Post-Filing Logistics and Access to Files Plan will be filed by Using EnCompass Model files will be A modeling orientation Aug. 14, 2026, with version 8.2.3 for available through the session will be held after the PSCSC this analysis discovery process to filing to provide an intervenors with overvie
Slide 31: Questions
Questions 2026 Carolinas Resource Plan | 31
Slide 32: Engagement Recap
Engagement Recap April May June MEETING 1 | April 29 MEETING 2 | May 14 MEETING 3 | June 5 Advancing Duke Energy’s Resource Demand-Side & Analytical Framework & Plan for the Carolinas Supply-Side Modeling Assumptions Follow-Up Items ▪ Introduction to IRP, planning objectives, ▪ Discussion of Grid Ed
Slide 33: Additional Participation
Additional Participation Meeting materials and presentation recordings* will be uploaded to the website: duke-energy.com/CarolinasResourcePlan_2026 Questions/comments can be submitted through the "Contact Us" form on the website or send an email to DukeCarolinas@gpisd.net ▪ *Q&A portions of meetings
Slide 34: 2026 Carolinas Resource Plan | 34
2026 Carolinas Resource Plan | 34