Halcyon
@halcyonai.bsky.social
📤 99
📥 12
📝 174
The AI platform for Energy ⚡️ Try it, free:
https://app.halcyon.io
⚛️ 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
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LinkedIn
This link will take you to a page that’s not on LinkedIn
https://lnkd.in/g7f7ZKmZ
1 day ago
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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...
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Sign in or sign up – Halcyon
http://app.halcyon.io/alerts/subscribe/b98499e9-56d1-4326-81a9-18d6f298f593
2 days ago
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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...
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Sign in or sign up – Halcyon
https://app.halcyon.io/alerts/subscribe/73aa5c56-7cff-41e7-aed1-b3e7b2182e46
3 days ago
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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...
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Sign in or sign up – Halcyon
https://app.halcyon.io/login?returnTo=%2Falerts%2Fsubscribe%2F481bce3e-3515-4aee-9f65-e47caf78db20
4 days ago
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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...
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https://www.ceraweek.com/en/program/halcyon--ai-existential-threat-or-unfair-advantage-1068-51039-840106
4 days ago
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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...
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Sign in or sign up – Halcyon
https://app.halcyon.io/alerts/subscribe/e99b33b1-f826-4d35-8a84-251d3e942441
5 days ago
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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...
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https://app.halcyon.io/alerts/subscribe/fca6d7a9-a93a-4fff-be8f-61933541674c
8 days ago
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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...
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https://app.halcyon.io/alerts/subscribe/73aa5c56-7cff-41e7-aed1-b3e7b2182e46
9 days ago
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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
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https://hubs.la/Q042JF640
9 days ago
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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
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LinkedIn
This link will take you to a page that’s not on LinkedIn
https://lnkd.in/gUchFZAk
10 days ago
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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...
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Sign in or sign up – Halcyon
https://app.halcyon.io/alerts/subscribe/30a5c074-07c6-4c55-9913-829ea905deb2
11 days ago
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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
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https://app.halcyon.io/alerts/subscribe/45572686-82ee-469c-8938-5c33d233cd83
12 days ago
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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
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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.
https://hubs.la/Q041TGY50
16 days ago
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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/
17 days ago
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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...
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Sign in or sign up – Halcyon
https://app.halcyon.io/alerts/subscribe/9d083f0a-68d5-4f85-b63c-03abe9d16f15
18 days ago
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“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
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https://hubs.la/Q040PYGB0
23 days ago
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reposted by
Halcyon
Catalyst w/ Shayle Kann
about 1 month ago
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...
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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.
https://www.latitudemedia.com/news/catalyst-more-2026-trends-solar-costs-oil-oversupply-and-the-startup-slump/
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"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
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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...
https://hubs.la/Q03_Rg1r0
about 1 month ago
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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...
about 1 month ago
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@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
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https://hubs.la/Q03-W9C20
about 1 month ago
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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
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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.
https://hubs.ly/Q03YrV9W0
2 months ago
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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...
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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.
https://www.latitudemedia.com/news/crunching-the-numbers-on-opposition-to-fercs-large-load-docket/
2 months ago
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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
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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.
https://hubs.la/Q03XJ7Rb0
2 months ago
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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...
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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...
https://www.csis.org/analysis/whats-stake-fercs-large-load-proposal
2 months ago
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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...
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What’s in the FERC ANOPR filings?
Decoding the large load interconnection debate with Halcyon
https://www.latitudemedia.com/events/whats-in-the-ferc-anopr-filings/
3 months ago
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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
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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.
https://hubs.la/Q03WzklF0
3 months ago
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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
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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
https://hubs.la/Q03VT-CZ0
3 months ago
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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
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https://hubs.la/Q03VlpYY0
3 months ago
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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
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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.
https://hubs.la/Q03TZL8L0
3 months ago
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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
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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...
https://hubs.la/Q03SVmQH0
3 months ago
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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
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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
https://hubs.la/Q03SxJJD0
3 months ago
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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
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https://hubs.ly/Q03RNcSl0
4 months ago
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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
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https://hubs.la/Q03PP0RN0
4 months ago
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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
5 months ago
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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
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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
https://hubs.la/Q03LQFXh0
5 months ago
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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...
5 months ago
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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
5 months ago
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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
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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
https://hubs.la/Q03KWq5H0
5 months ago
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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...
5 months ago
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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...
5 months ago
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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...
5 months ago
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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...
5 months ago
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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...
5 months ago
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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...
5 months ago
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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
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Search: Everything Old is New Again
Halcyon CTO Alex Huras describes the technology and implementation used to build Halcyon Search for authoritative energy information
https://hubs.la/Q03JT2wn0
5 months ago
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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...
5 months ago
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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
5 months ago
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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...
5 months ago
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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
5 months ago
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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
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Halcyon Search
https://app.halcyon.io/search
5 months ago
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