Halcyon

Five for Five Halcyon delivers on its promise to launch five data subscriptions with the release of its new Substation Tracker and a look ahead to what’s next.

We said we’d build five data subscriptions—and we did.

Halcyon just launched its Substation Tracker—the fifth data subscription we committed to building—bringing a more connected view of grid infrastructure and what’s coming next.

Read more: hubs.la/Q041TGY50

Next week, Halcyon will be at #NARUCWINTER26 in Washington, D.C. ⚡️

@cschenker.bsky.social will be connecting with regulators, utilities, and industry leaders on energy policy, grid innovation, and infrastructure.

Want to meet? Message us!
🔗 www.naruc.org/winter-summit/

Sign in or sign up – Halcyon

Missed it last week? We launched Agentic Alerts—a new way to surface what matters most from new filings.

One favorite: Large Load Happenings—daily insights on data centers & large loads.

You can receive these alerts yourself with just one click 👇:
app.halcyon.io/alerts/subsc...

“We want all signal and no noise.”

Today, Halcyon launches Agentic Alerts — automated, query-driven alerts that surface insights, not filings.

This is a step change in how energy professionals track regulatory risk, opportunity, and change.

Full launch post by Bruce Falck: hubs.la/Q040PYGB0

More 2026 trends: Solar costs, oil oversupply, and the startup slump Part two of our conversation with Nat Bullard about his annual 200-slide presentation on the biggest trends in decarbonization.

Pt. 2: Nat Bullard and Shayle Kann break down additional 2026 energy trends — from ongoing solar cost declines and global oil oversupply to what’s driving the current startup funding slump across energy tech.

🎧 Listen here or wherever you get your podcasts: www.latitudemedia.com/news/catalys...

How to spend $72 million A breakdown of how a single $72.6M substation project is spent—and how Halcyon’s New Substation Tracker brings transparency to grid buildout costs, timelines, and equipment across the Western Intercon...

"No one really knows how the grid works."

Alex Klaessig and the Halcyon team are changing that. From $72M substation line items to new data subscriptions, we’re making the opaque grid transparent. ⚡️

Full post here: hubs.la/Q03_Rg1r0

Halcyon will be at DTECH, and we’re looking forward to connecting with others across the energy and utility ecosystem.

If you’d like to meet while we’re there, you can request time with our team here: share.hsforms.com/2Ff_njCHIR2G...

@nathanielbullard.com’s annual deck is live

It’s a snapshot of where energy, industry, and technology are right now
– Electrification is real and structural
– Capital spending is at historic levels
– Gas power costs are rising
– AI is already reshaping workflows

Read more here 👇
hubs.la/Q03-W9C20

Onto Something A year-end reflection on building Halcyon’s scalable search and query platform for energy regulatory data—and what comes next in 2026.

After two years of building and learning alongside customers, we think we’re onto something.

Our final blog post of 2025 reflects on scaling search and query across millions of energy regulatory documents—and where we’re headed next.

👇
hubs.ly/Q03YrV9W0

Crunching the numbers on opposition to FERC’s large load docket State regulators and consumer advocates are pushing back on the commission’s foray into large load regulation.

Who’s opposing FERC’s large load interconnection ANOPR — and why?

Latitude Media crunches the numbers on opposition in RM26-4-000, with analytical perspective from Halcyon’s Chief Data Officer Alex Klaessig, drawing on recent comment analysis.

👇
www.latitudemedia.com/news/crunchi...

Simply the BESS(T): Halcyon’s Latest Data Subscription Halcyon’s Nat Bullard gives A snapshot of Halcyon’s latest data product: comprehensive, up-to-date intelligence on major U.S. BESS assets.

Halcyon just released the BESS Tracker—our new structured dataset for large U.S. battery storage projects.

250+ assets, monthly updates, and deep details on technology, interconnection, and commissioning timelines.

See more: hubs.la/Q03XJ7Rb0

What’s at Stake in FERC’s Large Load Proposal? With data center demand surging, FERC’s new large load proposal could redraw the line between federal and state power—and determine how quickly the U.S. grid can absorb AI-driven demand. The outcome m...

New from CSIS: a strong overview of FERC’s large-load proposal that references Halcyon’s recent FERC analysis.

It lays out the policy questions emerging as large loads surge — from cost allocation to reliability to jurisdictional tension.

Read More: www.csis.org/analysis/wha...

What’s in the FERC ANOPR filings? Decoding the large load interconnection debate with Halcyon

FERC’s RM26-4-000 filings show big debates on connecting large new loads.

Latitude Media’s webinar — featuring Halcyon’s Alex Klassieg — digs in, alongside @nathanielbullard.com's breakdown of 175+ filings. ⚡📄

Webinar: www.latitudemedia.com/events/whats...

Blog: halcyon.io/blog/machine...

Parsing FERC RM26-4-000: Large Load Interconnection Halcyon’s Nat Bullard gives a brief analysis of the major arguments in FERC’s RM26-4-000 large-load interconnection docket.

FERC’s RM26-4-000 docket is packed with views on how to connect large new loads like data centers.

@nathanielbullard.com explains what 175+ commenters are saying — from the 20MW threshold debate to jurisdictional tensions across regions. ⚡📄

👇
hubs.la/Q03WzklF0

Grid Turkeys Halcyon’s Nat Bullard shows how Thanksgiving cooking and holiday routines create a distinct, highly visible spike and shift in New England’s electricity load

Thanksgiving traditions show up in a surprising place: the power grid!

@nathanielbullard.com explains ISO-NE’s “turkey curve”: a huge oven surge, an early retreat, and no evening peak.🦃⚡

👇
hubs.la/Q03VT-CZ0

Halcyon data scientist Christopher Schenker will be a panelist at the Environmental Law Institute’s December 2 webinar on DOE’s new large-load interconnection directive.

Clear insights, big implications for anyone working in grid growth and large-load siting.

Sign up 👇
hubs.la/Q03VlpYY0

Time, productivity, intelligence Halcyon’s latest blog by Nat Bullard explores new Fed research on generative AI productivity and how Halcyon’s intelligence tools transform time savings into deeper insight.

The St. Louis Fed finds AI’s biggest productivity gains in information work — and this week, @nathanielbullard.com ties those insights to Halcyon’s Machine Readable regulatory corpus, Search beta, and data subscriptions.

Read it here 👇
hubs.la/Q03TZL8L0

Tracking US Utility Cost of Capital Halcyon’s latest blog by Anna Seiple and Nat Bullard introduces the Rate Case Tracker, analyzing 102 rate cases since 2021 to reveal trends in requested and authorized returns on equity across investo...

The price of capital is shaping the price of power.

In their new Halcyon post, Anna Seiple and @nathanielbullard.com unpack data from our Rate Case Tracker, showing how utilities’ requested ROEs are climbing—and what that means for affordability.

Read the story here 👇
hubs.la/Q03SVmQH0

Wanting power and protecting ratepayers Halcyon Nat Bullard breaks down how utilities are rethinking large load tariffs to balance equity and cost as data centers reshape the grid, drawing on new RMI analysis using Halcyon data

New data from Halcyon + RMI: large load tariffs have doubled in size and duration since 2024.

@nathanielbullard.com's latest post looks at what that means for ratepayers—and the evolving social contract of power.

Read it here 👇
hubs.la/Q03SxJJD0

Texas is where the future of energy is being tested.

In this week’s Halcyon post, @nathanielbullard.com joins @douglewin.bsky.social to dig into ERCOT’s soaring load queue, the state’s one-of-a-kind market, and what its data signals for the rest of the country.

Read + listen 👇
hubs.ly/Q03RNcSl0

Spreadsheets can’t keep up with energy data.

Halcyon’s Data Subscriptions deliver monthly updates, changelogs, and project-level diffs.

As Abdullah Azhar writes, “The day a spreadsheet ships, something in it is already out of date.”

Read the whole story👇
hubs.la/Q03PP0RN0

#energysky

Not all load growth is Texas-sized

Idaho Power’s projections:
- Data Centers
- Nuclear research
- Semiconductors
- Potatoes

@nathanielbullard.com explains why diversity of load matters as much as scale 👉 hubs.la/Q03MSqRH0

#energysky

From Disparity to Data Halcyon Nat Bullard shares his New York Climate Week 2025 keynote presentation "The Next Phase of Energy, Power and AI" at Bank of America's flagship event

Our own @nathanielbullard.com hit the stage at Bank of America's flagship #NYClimateWeek event: “The Next Phase of Energy, Power & AI.”

Themes he tackled:
✨ Discontinuity
🌍 Disparity
📊 Data

Here’s his full keynote 👉 hubs.la/Q03LQFXh0
#energysky

September 29 #chartoftheday

In California, CPUC approved SCE’s petition to raise the cap for the Eldorado–Lugo–Mohave Series Capacitor Project to $295M (up from $239M), citing approval delays, supply chain issues, weather impacts & schedule setbacks #energysky

More: app.halcyon.io/processes/c0...

September 26 #chartoftheday

SCE factors in both fire weather forecasts (wind speeds + Fire Potential Index, which gauges how likely a spark becomes a wildfire) and PSPS decision flowcharts when making de-energization calls.

Read more: app.halcyon.io/processes/54...

#energysky

New Data Subscriptions Halcyon CDO Alex Klaessig discusses three new Halcyon Data Subscriptions: Rate Cases/Cost of Capital; Battery Energy Storage Systems; and New Substations

Exciting news: we’re building 3 new Data Subscriptions!

- Rate Cases / Cost of Capital Tracker
- Battery Energy Storage System (BESS) Tracker
- Substation Development Tracker

Learn more + sign up for the waitlist 👇
hubs.la/Q03KWq5H0

#energysky

September 25 #chartoftheday

Idaho Power filed for the Bennett Gas Expansion Project: 138 MW peak capacity + 555 MW starting in 2028.

A new reliability report shows that the 2028 deficit is 152% larger than forecasted just three months ago.

#energysky

More: app.halcyon.io/processes/ab...

September 24 #chartoftheday

In New York, NYSE and G filed to rebuild two 60+ year-old 115 kV lines in Hornell & Elmira. The Chemung Schuyler Project will boost capacity & fix overloads—filing includes design, costs & EMF report. #energysky

More: app.halcyon.io/processes/50...

September 23 #chartoftheday

Florida PSC approves FPL’s HVAC On-Bill (HOB) pilot.⚡
Customers receive efficient HVAC systems and service on a fixed monthly charge, with no upfront cost.
FPL gains load control. #energysky

More: app.halcyon.io/processes/9e...

September 22 #chartoftheday

In Oregon, PacifiCorp weighs in on ETO’s Draft 2026–2030 Plan: they support energy efficiency, but warn it’s getting more expensive to deliver. The rising cost of savings could mean higher rates for customers. ⚡💸 #energysky

More: app.halcyon.io/processes/65...