I wouldn't be so sure about NC as apparently the republican lieutenant governor is considering and he's extreme.
As for Vermont and New Hampshire, both of them would have already served for 8 years. While they are still eligible maybe they won't run to run for president I don't know
Yeah, I think a lot depends on whether the NC-LG is the GOP nominee or not, and to a lesser degree who the Democrats nominate.
I agree if the LG is the GOP nominee, the Democrats are favoured. However, in a generic R vs generic D matchup, the GOP would have to be favoured to take the Governor's office back.
Roy Cooper was arguably the best Democratic nominee in NC in the 21st Century. I don't think the NC Dems have other Roy Coopers waiting around, however I think a decent nominee should be able to beat the LG bar a GOP landslide at presidential level.
Then for NH and VT, the GOP is obviously favoured if Sununu and Scott run again. However, if they retire, those governorships would be favoured to flip.