Posts by Halcyon
Halcyon Curated Alert: Large Load ESAs
Large load electric service agreements are long-term utility contracts (12–15+ years, often 100 MW+) with data centers and heavy industry. Track these coming in from around the U.S.
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Halcyon Curated Alert: Large Load Electric Service Agreements
Large load electric service agreements are long-term utility contracts (12–15+ years, often 100 MW+) with data centers and heavy industry. Track these coming in from around the U.S.
Keep up, subscribe now! Link in comments 👇
If you missed Latitude Media's Transition AI 2026, here's the opening keynote.
@nathanielbullard.com on the next phase of energy, power, and AI — 10 concepts, 20 charts, built on Halcyon's data.
Download it here 👇
halcyon.io/data-subscri...
Halcyon Curated Alert: TX Gas-Fired Generation Air Permits
Monitoring gas turbine air permit filings at the Texas Commission on Environmental Quality — extracting registrant, project owner, location, size, turbine type and count, permit status, and timing
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William Hakim pulls back the hood on the Halcyon stack - how search, queries, and alerts feed into in-platform data subscriptions.
Our monthly data subscriptions are already the most current thing in the market. A subscription that updates as filings land is a different thing entirely
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Congruent VC released its 2025 Climate Impact Report.
As @nathanielbullard.com put it, “Congruent has been an invaluable partner for Halcyon's growth…"
We are honored to build alongside a team that backs companies doing what matters.
Read: www.congruentvc.com/impact-repor...
Halcyon Curated Alert: ERCOT Interconnection Requests
Track interconnection activity across Texas
When a solar or wind facility straddles two utility service territories, the party with more than 50% of the equipment in its territory serves the entire facility.
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Halcyon's @nathanielbullard.com joined @dkthomp.bsky.social on Plain English this week — every major global story right now leads back to energy.
From Iran's competing blockades to AI's race for electricity — the world is fighting over power like never before.
Listen: halcyon.io/newsroom/the...
Halcyon Curated Alert: Long duration storage
Track what is happening with long-duration energy storage (LDES) across the U.S.
DTE Electric (Michigan): 480 MW storage, 55 MW long-duration (8+ hrs). CAISO 2040: 11,440 MW of 8-hr lithium-ion + 1,197 MW LDES system-wide
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Excited for Day 2 of @latitudemedia.bsky.social #TransitionAI! Reply or DM if you'd like to meet up with the Halcyon team!
Halcyon Curated Alert: FERC 2222
See what is happening with FERC 2222 across the country.
Two updates: clarification from PJM and SPP amended compliance clarifying that only the host distribution utility may review the addition of a resource to distributed energy resource aggregations.
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Halcyon Curated Alert: Performance-Based Regulation (PBR) — Financial Impacts
This alert tracks U.S. PBR filings: earnings adjustments, ROE mechanisms, and shifting regulatory financials.
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app.halcyon.io/alerts/subsc...
Halcyon Curated Alert: Capacity Additions + Retirements | AZ
Monitoring capacity additions and requirements across Arizona.
NextEra's 800 MW Vulcan Energy Center (solar + storage) just got unanimous siting approval in Arizona — full Commission sign-off expected April 2026.
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Halcyon Curated Alert: Trenchless drilling
Track which contractors are drilling and which utilities are buying as undergrounding accelerates across the U.S.
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Halcyon Curated Alert: PPA Daily
Monitoring new Power Purchase Agreement filings across the U.S. — who's contracting, at what price, and for how much capacity.
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Halcyon curated Alert: Capital Spend
Monitoring capital expenditures across the U.S. — who's spending, how much, and on what.
SPP: $27M 2026 CAPEX + $36M RTO West, with unfavorable variance from unplanned projects.
Xcel (MN Gas): $62.2M recovery + 10.65% ROE.
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Halcyon curated Alert: Interconnection Requests: FERC
Track new interconnection requests in FERC — location, size, parties, and point of interconnection.
SPP just filed a 365 MW solar project through the Southwest Power Pool, with ~$42M in upgrade costs to hit a 345 kV line
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