⚛️ Halcyon Curated Alert: Nuclear Fusion Tracks where nuclear fusion shows up in filings — from cost and tech pathways to companies involved. If a utility or developer is seriously considering fusion, you’ll see it. Subscribe with just one click 👇 lnkd.in/g7f7ZKmZ

Halcyon Curated Alert: Wildfire Mitigation Plans 🔥 Monitors wildfire mitigation plans and related filings that affect grid safety, reliability, and utility operations — particularly relevant for fire-prone regions. Subscribe now with just one click 👇 app.halcyon.io/alerts/subsc...

Halcyon Curated Alert of the Day: Thermal Energy Networks (TEN) Surfaces key developments related to TEN, pulling insights from filings, pilot projects, policy signals, and deployment approaches into clear, scannable highlights. Subscribe now with just one click 👇 app.halcyon.io/alerts/subsc...

Halcyon Curated Alert: Winter Storm Fern Captures the impacts and recovery from Winter Storm Fern, including effects on prices, outages, system costs, and regulatory responses reflected in filings. Subscribe now with just one click 👇 app.halcyon.io/login?return...

At #CERAWeek2026, Alex Klaessig will share Halcyon’s story and what AI really means for energy Halcyon | AI — Existential Threat or Unfair Advantage? Mar 25 • 9:20am • Pod 1 Let us know in the comments if you’ll be around, we’d love to see you! More detail here: www.ceraweek.com/en/program/h...

New Halcyon Curated Alert: Green Tariffs Flags when utilities offer customers renewable energy through tariffs or riders. Highlights the program name, utility, customer eligibility, and how renewable energy or RECs are treated. Subscribe now with just one click 👇 app.halcyon.io/alerts/subsc...

Halcyon Curated Alert: Decarbonization Targets Tracks filings that set or update emissions and net-zero targets, plus where grid-enhancing technologies are evaluated for capacity, resilience, and cost savings. Subscribe now with just one click👇 app.halcyon.io/alerts/subsc...

Halcyon Curated Alert: Thermal Energy Networks (TEN) Surfaces key developments related to thermal energy networks, pulling insights from filings, pilot projects, policy signals, and deployment approaches into clear, scannable highlights Subscribe now with one click👇 app.halcyon.io/alerts/subsc...

Five tech companies are on track to spend $700B on AI infrastructure in 2026 — a one-year commitment bigger (relative to U.S. GDP) than anything except the Louisiana Purchase. In this week’s blog, @nathanielbullard.com steps back to ask what endures after the boom. Read more 👇 hubs.la/Q042JF640

Halcyon Curated Alert: ADMS Budget to Buy Tracks files and utility proceedings signaling when utilities near budget or approval to purchase an ADMS, highlighting funding, procurement timing, and planning signals. Subscribe now with just one click 👇 lnkd.in/gUchFZAk

Halcyon Curated Alert: PJM Resource Adequacy Tracks PJM discussions around resource adequacy, capacity markets, and power buildouts — including developments tied to one of the country’s most active data center regions. Subscribe now with just one click 👇 app.halcyon.io/alerts/subsc...

Halcyon Curated Alert: Data Centers Powered by Gas Tracks gas-powered data center projects — from new CCGTs to gas supply and ownership details. Subscribe now with just one click 👇https://app.halcyon.io/alerts/subscribe/45572686-82ee-469c-8938-5c33d233cd83

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/

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

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...

"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

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

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...

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

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...

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...

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

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

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

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

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

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

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...

September 19 #chartoftheday In New Hampshire, Liberty Utilities (Granite State Electric) Corp.’s 2024 Annual Storm Fund Report details costs from five pre-staging events, three storm events, and carry-over from Dec. 2023. #energysky More: app.halcyon.io/processes/5e...

September 18 #chartoftheday In Minnesota, the Benton Solar (100 MW) is drawing praise: Benton County Sheriff thanked NextEra Energy for a $12K contribution supporting new radios for deputies & public safety. 🌞👮 #energysky Read more: app.halcyon.io/processes/93...

Last week we introduced Halcyon Search. This week, we're back more about how we built it: 🎯 Precision vs recall 📦 Semantic commodification 🌫️ Fuzzy constraints Read more from our CTO Alexander Huras: hubs.la/Q03JT2wn0

#energysky

September 17 #chartoftheday In Arizona, APS’s 2025 Transportation Electrification Progress Report shows ~45% of the state’s EVs are in its territory. Data also suggests residential drivers are shifting charging in response to TOU rates. ⚡ #energysky More: app.halcyon.io/processes/9d...

September 16 #chartoftheday ERCOT heard from TXGEA, Sage, UT Austin & Project Innerspace on geothermal. DFW, Austin & San Antonio: 4+ GW potential for data centers — enough to cover all projected growth #energysky 🔗https://app.halcyon.io/documents/b15e2e2f-0d89-4908-8246-a8d7c07ad926/attachment

September 15 #chartoftheday In Hawaii, Maui Electric asks regulators to reopen Docket 2018-0422 and move its 4 EV charging stations from Schedule EV-MAUI to EV-U—ending EV-MAUI & its shared savings mechanism ⚡️ #energysky Docket Profile: app.halcyon.io/processes/e4...

September 12 #chartoftheday In MISO, a record number of expedited project requests are in the Transmission Expansion Plan (MTEP). The ERAS process is being maximized to speed approval of critical resources — mostly gas (74%) and storage (15%). More here: app.halcyon.io/documents/95... #energysky

The energy world moves fast – the info moves even faster Buried data = missed opportunities 🔎 That’s why we built Halcyon Search — it’s free, try it now: app.halcyon.io/search Use it to: - Find filings - Turn ideas into concrete materials - Track topics/companies/regions/keywords #energysky