{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Energy Markets Daily","title":"Geographic Feature: States of North Carolina and South Carolina","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/eaa4169a\"></iframe>","width":"100%","height":180,"duration":285,"description":"Thursday, October 15, 2026. NORTH CAROLINA & SOUTH CAROLINA ENERGY MARKETS. Both states have ZERO indigenous crude oil and natural gas production. Net importers all fossil fuels. CRUDE OIL: NC/SC no production/reserves. ~125 exploratory wells NC historically, no commercial success. Offshore Atlantic OCS potential exists (BOEM 2026: 4.50 Bbo, 34.35 Tcf nat gas Atlantic-wide; South Atlantic ~1 Tcf range). Manteo Prospect (off Cape Hatteras) estimated 5 Tcf dry gas historically; exploration cancelled. No active federal leases since 2000 Manteo relinquishment. State opposition to Atlantic OCS leasing. Zero refineries; both depend on interstate pipelines (Colonial, Plantation) and marine imports. Vulnerable East Coast tight supplies. Onshore shale potential (NC Triassic) ~1.66 Tcf, minimal development. NATURAL GAS: Zero domestic production. Supplies via interstate pipelines (Transco, Appalachian Marcellus/Utica). Key expansions: Transco Southside Reliability Enhancement (SRE) entered full service +423,400 Dth/d NC/VA. Transco Southeast Supply Enhancement (SSE) FERC Jan 2026, construction underway, partial late Q4 2026, full Q4 2027, +1.6M Dth/d capacity Mountain Valley Pipeline (MVP) interconnect. Duke contracted 1M Dth/d. Mountain Valley Pipeline Southgate extension: Construction underway VA/NC, target mid-2028 (litigation risk). Duke contracted 250k Dth/d. No underground storage; peak LNG peak-shaving. Mild 2026-27 heating (HDD ~3,150, 3% below 10-yr avg). ELECTRICITY: NC generation mix: natural gas ~36%, nuclear ~27%, coal ~12%, solar ~9%, hydro/other ~16%. SC: nuclear ~52%, natural gas ~23%, coal ~17%, low-carbon overall ~60%. NC 2024 total gas consumption 690 Bcf (electric power 431 Bcf/62%, industrial 118, residential 69, commercial 68). SC coal capacity ~5,159 MW (Winyah 1,260 MW, Cross 2,452 MW). SC natural gas capacity ~3,271 MW combined cycle, ~2,630 MW combustion turbines. DUKE ENERGY CAROLINAS 2026 RESOURCE PLAN: 30% winter peak growth target through 2041....","thumbnail_url":"https://img.transistorcdn.com/U36G3q8LRcUNVnqsKxxoyD29VrpCUp_hS1pTIecj8QA/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9kNzMw/ZTFlZDQ2NTZmYTAw/YzVkZDJiYzQyNTQw/ODQ5MS5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}