Geopolitics Alpha

In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina

Published . Updated .

GEOPOLITICS ALPHAIn Reversal, Duke Energy to SeekLarge Load Tariff for SouthCarolinaDUKGEOPOLITICS ALPHA

As Duke Energy readies a large load tariff proposal for its South Carolina operations, the utility sees “broad agreement” on key principles.

Directly affected

  • DUK Duke Energy+7.5% 30d

    Named in this report.

Indirectly affected

  • XLI Industrial Select Sector SPDR-0.3% 30d

    Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XRT SPDR S&P Retail ETF

    SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story.

  • XLU Utilities Select Sector SPDR+1.8% 30d

    Utilities Select Sector SPDR: it holds power utilities. Linked by “utility” (power and utilities) in this story.

  • CAT Caterpillar-10.5% 30d

    Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • DE Deere-5.3% 30d

    Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • WMT Walmart+11.3% 30d

    Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NKE Nike+2.1% 30d

    Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story.

  • NEE NextEra Energy-0.7% 30d

    NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “utility” (power and utilities) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
DUK-0.72%-0.85%baseafter closeafter closeafter closeafter close
XLINo price data for this ticker———————
XRTNo price data for this ticker———————
XLUNo price data for this ticker———————
CATNo price data for this ticker———————
DENo price data for this ticker———————
WMTNo price data for this ticker———————
NKE-2.86%-2.26%baseafter closeafter closeafter closeafter close
NEENo price data for this ticker———————

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina RTO Insider

Source: RTO Insider

Price since this story was published: Select Sector Spdr Tr (XLI)

CompanyWhenMoveStatus
DUKthree days earlier-0.85%final price
DUKfive days earlier-0.72%final price
Nike (NKE)three days earlier-2.26%final price
Nike (NKE)five days earlier-2.86%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Select Sector Spdr Tr (XLI)

Companies mentioned with this story

  • XLI Select Sector Spdr Tr

    Select Sector Spdr Tr (XLI) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina.” Reason on file: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • XRT Spdr Series Trust

    Spdr Series Trust (XRT) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina.” Reason on file: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

  • CAT Caterpillar

    Caterpillar (CAT) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina.” Reason on file: Caterpillar (construction machinery and equip): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • DE Deere

    Deere (DE) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina.” Reason on file: Deere (farm machinery and equipment): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • WMT Walmart

    For “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina,” Walmart (WMT) is linked, with no stored direction, medium confidence. Reason on file: Walmart (variety stores): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

  • NKE Nike

    Nike (NKE) is linked, with no stored direction, medium confidence in the 30 Oct 2026 story “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina.” Reason on file: Nike (rubber and plastics footwear): importers and exporters pay or lose sales when tariffs change. Linked by “tariff” (tariffs and trade) in this story

Select Sector Spdr Tr (XLI)

On 30 Oct 2026, “In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina” is the story that connects Select Sector Spdr Tr (XLI) to this story.

What ties Select Sector Spdr Tr (XLI) to the headline is this: Industrial Select Sector SPDR: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Spdr Series Trust (XRT) is here too. Its reason reads: SPDR S&P Retail ETF: it holds companies hit by import costs and trade rules. Linked by “tariff” (tariffs and trade) in this story

Dates and price levels for Select Sector Spdr Tr (XLI)

CAT traded between 679.58 and 876.39 across 20 sessions. The latest close on file is 714.89. XLI traded between 163.00 and 172.33 across 20 sessions. The latest close on file is 168.51.

A simple score for Select Sector Spdr Tr (XLI)

46 out of 100

“In Reversal, Duke Energy to Seek Large Load Tariff for South Carolina” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.