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Posts by Halcyon

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Shared Alert "Large Load ESAs" – “Identify whether the documents mention electric service agreements (…” on Halcyon Large Load ESAs: “Identify whether the documents mention electric service agreements (ESA) for large load, data centers, hyperscalers, industry, etc. Extract the ESA n…” on Halcyon

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18 hours ago 0 0 0 0
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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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18 hours ago 0 0 1 0
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Shared Alert "Large Load ESAs" – “Identify whether the documents mention electric service agreements (…” on Halcyon Large Load ESAs: “Identify whether the documents mention electric service agreements (ESA) for large load, data centers, hyperscalers, industry, etc. Extract the ESA n…” on Halcyon

Subscribe now with just one click: app.halcyon.io/alerts/share...

1 day ago 0 0 0 0

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 👇

1 day ago 0 0 1 0
Halcyon Data Subscriptions Halcyon's Data Subscriptions help energy professionals quickly evaluate energy market intelligence and find new growth opportunities

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...

1 day ago 0 0 0 0
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Shared Alert "TX Air Permit Gas-Fired Gen" – “Identify documents that include gas turbines (also known as gas-file…” on Halcyon TX Air Permit Gas-Fired Gen: “Identify documents that include gas turbines (also known as gas-filed, natural gas turbine, natural gas-powered spark ignition reciprocating engines, …” on Halcyon

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5 days ago 0 0 0 0
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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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5 days ago 0 0 1 0
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Building the Stack: Turning RAG Pipelines into enterprise-grade Data Subscriptions Halcyon built in-app data subscriptions on 6.4M regulatory documents using search, RAG queries, and alerts for real-time updates. Energy data analysis

Link: hubs.ly/Q04cfCFT0

5 days ago 0 0 0 0
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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

Link below👇

5 days ago 0 0 1 0
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Impact Report 2025 As climate innovation continues to accelerate, we're proud to support those who are reimagining our future, and delivering the planet’s most urgent needs.

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...

6 days ago 0 0 0 0
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Shared Alert "Interconnect Requests | ERCOT" – “Highlight interconnection requests or updates. Include location, si…” on Halcyon Interconnect Requests | ERCOT: “Highlight interconnection requests or updates. Include location, size, parties, point of interconnection.” on Halcyon

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6 days ago 0 0 0 0
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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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6 days ago 0 0 1 0
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The Whole World Is Fighting About Energy Nat Bullard joins Derek Thompson on Plain English to explore how the Iran conflict and the AI boom are, at their core, both fights over energy — and what that means for the future of global power.

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...

1 week ago 1 2 0 0
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Shared Alert "Long Duration Storage" – “From the documents that mention long duration energy storage (LDES) …” on Halcyon Long Duration Storage: “From the documents that mention long duration energy storage (LDES) also known as -long duration storage and can use technologies like -long-duration …” on Halcyon

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1 week ago 0 0 0 0
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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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1 week ago 0 0 1 0

Excited for Day 2 of @latitudemedia.bsky.social #TransitionAI! Reply or DM if you'd like to meet up with the Halcyon team!

1 week ago 0 0 0 0
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Shared Alert "FERC 2222" – “Since yesterday any update on or modification of proposed implementa…” on Halcyon FERC 2222: “Since yesterday any update on or modification of proposed implementation FERC order 2222.” on Halcyon

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1 week ago 0 0 0 0
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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.

Link👇

1 week ago 1 0 1 0
Shared Alert "Performance-based regulation (PBR) - financial impacts" – “Identify whether the documents describe performance metrics, standar…” on Halcyon Performance-based regulation (PBR) - financial impacts: “Identify whether the documents describe performance metrics, standards, or targets applicable to the utility with direct financial incentive/penalty. …” on Halcyon

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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1 week ago 0 0 0 0
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Shared Alert "Capacity Additions + Retirements | AZ" – “Identify whether the documents describe proposed capacity additions …” on Halcyon Capacity Additions + Retirements | AZ: “Identify whether the documents describe proposed capacity additions or planned retirements of electric generation facilities. Capacity additions may …” on Halcyon

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1 week ago 0 0 0 0
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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.

Link in comments👇

1 week ago 0 0 1 0
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Shared Alert "Trenchless Drilling" – “Who is performing undergrounding or trenchless drilling? Which compa…” on Halcyon Trenchless Drilling: “Who is performing undergrounding or trenchless drilling? Which companies are doing the actual drilling? Which utilities are buying?” on Halcyon

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1 week ago 0 0 0 0
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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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1 week ago 0 0 1 0
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Shared Alert "PPA daily" – “Summarize new Power Purchase Agreement (PPA) filings and extract cou…” on Halcyon PPA daily: “Summarize new Power Purchase Agreement (PPA) filings and extract counterparties, pricing, term, and capacity.” on Halcyon

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2 weeks ago 0 0 0 0
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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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2 weeks ago 0 0 1 0
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Shared Alert "Capital Spend" – “Alert me about capital spending, by whom, amounts, for what” on Halcyon Capital Spend: “Alert me about capital spending, by whom, amounts, for what” on Halcyon

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2 weeks ago 0 0 0 0
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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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2 weeks ago 0 0 1 0
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Shared Alert "Interconnection Requests | FERC" – “Highlight interconnection requests or updates. Include location, si…” on Halcyon Interconnection Requests | FERC: “Highlight interconnection requests or updates. Include location, size, parties, point of interconnection.” on Halcyon

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2 weeks ago 0 0 0 0
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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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2 weeks ago 0 1 1 0
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Shared Alert "Who filed VPP filings" – “Who filed new filings related to Virtual Power Plants (VPPs)? Breako…” on Halcyon Who filed VPP filings: “Who filed new filings related to Virtual Power Plants (VPPs)? Breakout by region. List filers and filing types.” on Halcyon

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2 weeks ago 0 0 0 0