Major update to our New Substation Development Tracker yesterday: PJM is in. Every substation upgrade signals where the data center, manufacturing, and electrification load is landing. +1,660 projects → 2,105 total across 5 regions. Link in comments 👇

Enterprises have a system of record (data) and a process of record (decisions). Missing? per @nathanielbullard.com: a system of action — an activation layer that turns unstructured info into workflow inputs. Agents alone won't cut it. Context-aware activation will Learn more: hubs.la/Q04hlFR80

Halcyon's Gas Power Plant Tracker: 278 planned U.S. gas plants, 167 GW, 44 data points each, updated monthly. Yesterday's update: 34 new plants, 163 total changes. Newly added — South Valley Gas Power Generation Facility, 144 MW of reciprocating engines. Link 👇

Halcyon’s Large Load Tariff Tracker: 152 tariffs across data centers, telecom, and crypto-miners. Minimum contract lengths have nearly 4x'd: 2.6 years pre-2024 → 9.5 years post-2024. 15- and 20-year terms are now common. Learn more? Link in comments below.

Halcyon's Rate Case Tracker: 276 IOU rate cases, 51 data points each, updated monthly. Requested vs. authorized ROE: utilities rarely get their ask — almost every dot sits below parity. Florida Power & Light asked 11.90%, got 10.95% — a 95 bps cut. Link 👇

Speed to power is the question dominating AI infrastructure. A few weeks ago, we hosted Time to Power, which brought together hyperscalers, developers, and capital allocators to wrestle with the question: how much power do we actually need? Today, we’re sharing the full recording. Footage below👇️

Halcyon's Large Load Tariff Tracker covers 152 tariffs across data centers, advanced manufacturing & large industrial loads — with this month's update dropping later today. Thresholds have surged — pre-2022 targeted 5–30 MW. Most now sit at 50–100 MW, with outliers at 150 and 250 MW. Link 👇

Halcyon’s Rate Case Tracker: 276 IOU rate cases, 51 data points each, updated monthly. Utilities consistently ask for more than they get. Requested WACC peaked at 7.6% in 2026 — authorized has held closer to 7.0%. A persistent 30–50 bps gap. Learn more? Link in comments below.

Data centers are driving load growth utilities haven't seen in decades. Large load tariffs are now the main tool for allocating costs—but designs vary wildly. New whitepaper from E3 + Halcyon uses our Large Load Tariff Tracker to show how these tariffs hit real bills. Link 👇

Halcyon Curated Alert: Gas Plant Repower, Repair, Uprate, License Extension This week: → SWEPCO converting Welsh Units 1 & 3 to natural gas (TX PUC) → BGE: $1.7M to replace aging gas distribution assets (AZ CC) Subscribe → link in comments 👇

The Halcyon Gas Power Plant Tracker covers 247 planned US gas plants — 153 GW, updated monthly. The big story: 2028–2029 sees ~37 GW of new gas come online — nearly a quarter of the entire pipeline in two years. Learn more? Link in comments below 👇

@pjminterconnection.bsky.social's new capacity market reform report leans on project-cost data we co-produced with GridLab and Energy Futures Group — calling it "the most granular and current dataset of its kind." Underlying figures: Halcyon's Gas Power Plant Tracker. Links 👇

Halcyon’s BESS Tracker covers 648 US battery storage projects — 92.7 GW, 289 GWh, updated monthly. Looking at cost per kW: Green River Energy Center Hybrid stands out. 400 MW online May 2026 at $2,500/kW. One of the biggest capacity projects in the pipeline. Link👇

Speed to power ≠ need for power. Need: $1.1T hyperscaler capex for 2027. $1.1T already contracted at just Google + @microsoft.com. Speed: 8-year @PJM queues. Capacity auctions at the top. Gas turbines sold out thru 2030. The gap is widening. New from @nathanielbullard.com 👇

The Halcyon Gas Power Plant Tracker covers 247 planned US gas plants — 153 GW, updated monthly. Fermi America Project Matador stands out: 6,000 MW combined-cycle in West Texas, newly added. Most large gas plants in the pipeline are 500–1,500 MW. Matador is ~4x that. Link in comments 👇

Halcyon’s Battery Energy Storage System (BESS) Tracker now covers 648 US battery storage projects — 92.7 GW, 289 GWh. Sierra Solar Hybrid stands out: 1,600 MWh online July 2026 priced approximately at $450/kWh. One of the largest projects in the pipeline, priced right in the median cluster. Link👇

Halcyon Curated Alert: Data Centers | TX Monitor data center development across TX. ERCOT projects 410 GW of large-load demand by 2030, a 6x jump from 2025 driven by hyperscale data centers — even as proposed Oracle and OpenAI campuses in Abilene get abandoned. Subscribe! Link in comments 👇

Halcyon Curated Alert: Gas Power Repower, Repair, Uprate, Extension Monitor gas plant repowers, repairs, uprates, and license extensions across the U.S. DTE Electric is putting $10.8M+ into hot gas path overhauls on four Dean Peaker units in Michigan, with work running 2027–2028. Link👇

Halcyon Alert: Utility Bond + Credit Rating PG&E's 2027 GRC: intervenors flagging "stranded" grid investment risk from data center + hospital interconnections. Subscribe! Link in comments👇

FERC was supposed to issue a final rule on large-load interconnection by April 30. Punted to June. But the questions that actually determine data center project risk live at state PUCs anyway — and 5 states already moved. Halcyon advisor, Sharon Reishus, breaks it down. Link in comments 👇

Halcyon Curated Alert: EV Infrastructure + Programs Fast charging, V2G, and NEVI/CFI funding updates. This week: 🔌 National Grid advancing 3 MA substations for EV highway charging 🚌 Hawaiian Electric: $136K on EBus Pilot, $367K on Charge Ready Hawaii Subscribe! Link in comments👇

The U.S. data center pipeline is now larger than the entire U.S. peak load. Our grid wasn’t built for this. Halcyon's @nathanielbullard.com joins @latitudemedia.bsky.social on why constraints — not ambition — will decide which projects actually get built. Full article👇 halcyon.io/newsroom/the...

Halcyon Curated Alert: Renewable Curtailments This alert tracks every reported renewable curtailment across the U.S. — where, when, how much, and how grid operators and utilities are managing it. Subscribe now! Link in comments. Recent filings show:

Halcyon Curated Alert: Data Centers | Virginia Tracking every data center filing landing at the Virginia State Corporation Commission and the Virginia Department of Environmental Quality. Subscribe now! Link in comments 👇

Halcyon Curated Alert: Large Loads – Northeast We track every data center and large load development across Northeast PSCs — Commission orders, new proceedings, tariff proposals, and co-location provisions. Keep up, subscribe now! Link in comments 👇

Halcyon Curated Alert: Data Centers | WI We track every Wisconsin PSC filing that touches data center development. Case in point: ATC just filed a CPCN application for the Ozaukee County Distribution Interconnect Project — 90–107 miles of new transmission lines. Subscribe now! Link in comments 👇

Halcyon Curated Alert: Cybersecurity Investment Utility cybersecurity spend is quietly ramping across the U.S. — we track approved, upcoming, and completed investments. Keep up, subscribe now! Link in comments 👇

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. Keep up, subscribe now! Link in comments 👇

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 Keep up, subscribe now! Link below 👇

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👇

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. Subscribe now! Link in comments 👇

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 Subscribe! Link in comments👇

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. Link👇

Halcyon Curated Alert: Performance-Based Regulation (PBR) — Financial Impacts This alert tracks U.S. PBR filings: earnings adjustments, ROE mechanisms, and shifting regulatory financials. Subscribe now with just one click 👇 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. Link in comments👇

Halcyon Curated Alert: Trenchless drilling Track which contractors are drilling and which utilities are buying as undergrounding accelerates across the U.S. Subscribe now! Link in comments👇

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. Subscribe now! Link in comments 👇

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. Subscribe now! Link in comments 👇

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 Link in comments 👇

Halcyon Curated Alert: Virtual Power Plants Track every VPP-related filing across state commissions — from utility VPP program proposals and EV load integration plans to DER aggregation forecasts —catch regulatory submissions, stakeholder comments, and grid modernization filings Link in comments👇

Everyone watches generation queues. Fewer watch the substations that make new load possible. We just added 93 ERCOT projects to our Substation Tracker — $7B in Oncor infrastructure included. Read the full blog by Alex Klaessig, link in comments👇

Halcyon Curated Alert: FERC Proposed LNG Projects This alert tracks every proposed LNG project before FERC — from new uprates and liquefaction stages to full expansions — so you catch filings, engineering requests, and air quality reviews the moment they drop. Subscribe now! Link in comments👇

Introducing the Halcyon Antique Roadshow ⚡ Highlights from this the sale: • Kentucky Power transmission poles • Gulf Power glass insulators, 1960s • Four gas turbines, Parr Station, SC All sales final. Buyer assumes all liability, electromagnetic and otherwise Join the Roadshow hubs.la/Q0495hjn0

Halcyon Curated Alert: Selective Catalytic Reducer Tracking gas facilities using SCR via air permits — cutting emissions 95%+ while enabling compliant capacity upgrades. Now revealing where it’s being deployed (BHE GT&S, U.S. Naval Station, Duke Energy Florida). Subscribe — link in comments 👇

Halcyon Curated Alert: Capacity Additions + Retirements | Arizona This alert monitors CCN and CEC filings, generation interconnection requests, retirement notices, and asset retirement obligations. Catch the signal early. Subscribe — link in comments 👇 Case in point, from this week's alert: