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 As Abdullah Azhar writes, “The day a spreadsheet ships, something in it is already out of date.”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

September 11 #chartoftheday In Hawaii, Maui Electric asked regulators to reopen Docket 2018-0422 to move its 4 EV charging stations from Schedule EV-MAUI → EV-U, then close EV-MAUI & end the shared savings mechanism. More: app.halcyon.io/processes/e4... #energysky

September 10 #chartoftheday Walmart says if Dominion’s proposed 10.4% return on equity is approved, it would be the 2nd highest awarded ROE for vertically integrated utilities since 2024. #energysky More: storage.googleapis.com/core_entitie...

September 9 #chartoftheday 💧 In Arizona, regulators say Voyager at White Mountain Lakes Water Co. must keep its emergency surcharge (since 2023) until new rates are set. #energysky 🔗https://app.halcyon.io/processes/ce772ae8-1578-48a8-9fc6-07c6ef2ddfbe

September 8 #chartoftheday Dominion wants new rate class for mega-users (think data centers) But Amazon, Google, Microsoft & others back the “Joint High Load Proposal” for new customers (50+ MW) starting Jan 2026 Here are 3 of the 11 counter-proposals: app.halcyon.io/processes/18... #energysky

September 5 #chartoftheday Big power plays ahead: El Paso Electric’s IRP (2025–2044) shows New Mexico’s capacity needs could soar—especially if those big load forecasts hit. #energysky Read More: app.halcyon.io/processes/72...

September 4 #chartoftheday PJM will launch Phase 1 of its Regulation Redesign on Oct 1. Changes: one bidirectional signal (replacing RegA & RegD), 30-min clearing (vs 1-hr), updated performance scoring, & revised opportunity cost calcs. #energysky Details: storage.googleapis.com/core_entitie...

September 3 #chartoftheday In Colorado, Black Hills & staff filed a partial deal on its 2025-2029 DSP 🔹 Waivers for costly requirements 🔹 Community impact reports 🔹 No spending cap Also filed forecasts through 2045 #energysky app.halcyon.io/processes/ec...

September 2 #chartoftheday Reliability check-in from Maryland PSC reviewed 2024 outage metrics (SAIFI/SAIDI) for 5 utilities: BGE, Pepco, Delmarva, Potomac Edison & SMECO. ✅ 4 passed COMAR standards ❌ Only Potomac Edison fell short #energysky Full breakdown here: app.halcyon.io/entities/135...

August 29 #chartoftheday In Illinois, Nicor Gas filed testimony on its “Main Replacement Evaluation” (MRE) for 44 miles of pre-1960 “Vintage Steel.” The oldest segment? A 13-mile pipeline that’s 94 years old! #energysky More here 👉 app.halcyon.io/processes/76...

Here is a “back to school” lesson from Halcyon: - Data centers driving demand everywhere (22 GW in Michigan alone) - Tight power markets and record prices (PJM capacity auction hit $16B) - Gas plants remain essential More required reading from @nathanielbullard.com hubs.la/Q03FZCFk0 #energysky

August 28 #chartoftheday PG&E’s forecast: - Data centers climb to ~3 GW by 2035 - Revenue from them peaks near $400M in early 2030s - Then drops to ~$250M by 2045 Even data centers have a midlife crisis. #energysky Read more: app.halcyon.io/entities/4a2...

August 27 #chartoftheday In NC, SELC filed a report by London Economics International in the large load tariff case. It found US data centers could drive 90% of global AI chip demand (2025–30) — far outpacing worldwide supply growth. #energysky Read more: app.halcyon.io/processes/c1...

August 26 #chartoftheday SC regulators heard from SERC on Winter Storm Elliott: ⚡️ $5.4B losses ⚡️ Record load shed in Eastern Interconnection ⚡️ Marcellus/Utica gas ↓ 54% ⚡️ 3,565 outages — 41% mechanical/electrical, 31% freezing More: app.halcyon.io/processes/74... #energysky

August 25 #chartoftheday In Michigan, DTE cut costs for its Trenton Channel BESS (220 MW / 4-hr) from $409.6M → $378.5M after switching suppliers. COD still Dec 2026. Staff asked DTE to detail revenue deficiency impacts from the $31.1M drop. #energysky More: app.halcyon.io/processes/1c...

August 22 #chartoftheday Florida PSC approved Duke Energy Florida’s plan for a 26.5-mile, 230-kV transmission line connecting DeLand West substation (Volusia Co) to Dona Vista (Lake Co) ➡️ 25% load growth projected in 10 yrs ➡️ $168M project cost #energysky More: app.halcyon.io/processes/2d...

Energy markets move fast ⚡️ Introducing new market intelligence so you can gain an edge: Large Load Tariff Tracker → 50 tariffs (market leading coverage) Gas Power Plant Tracker → 146 assets / 72GW (up from 65GW in July) Here’s @nathanielbullard.com on how we do it: hubs.la/Q03DMqcr0 #energysky

August 21 #chartoftheday PJM may let new >50 MW loads join as “Non-Capacity Backed Load” (NCBL), avoiding capacity costs but facing curtailment. Adding 2,500 MW of NCBL would shift the VRR curve left and lower clearing prices. #energysky More: app.halcyon.io/entities/99d...

August 20th #chartoftheday Big grid upgrade in Florida: Regulators gave Duke Energy the green light for a 26.5-mile, 230-kV line connecting DeLand West → Dona Vista. With 25% load growth expected in the next decade, this line is built for the future. #energysky 🔗: app.halcyon.io/processes/2d...

August 19 #chartoftheday NJ BPU moves to address rising PJM capacity prices. #energysky 🔗https://app.halcyon.io/processes/5bf55423-24e0-48e0-9b7c-1e30d48e9df6?utm_campaign=halcyon_alerts_beta&utm_medium=email&utm_source=halcyon_alerts

August 18 #chartoftheday In Michigan, filings in Consumers Energy's large load rate case (U-21859) revealed exhibits showing data center interconnection requests—by region, MW size, and peak demand timelines. #energysky More: app.halcyon.io/processes/21...

August 15 #chartoftheday Michigan data center boom? Consumers Energy has logged 67 data center inquiries, with contract capacities ranging from 50 MW to a hefty 2,100 MW. A new 318-pg. filing details the utility’s case for serving these large loads #energysky More: app.halcyon.io/processes/21...

August 14 #chartoftheday CAISO’s 2023 interconnection queue is exploding 🚀 📈 Cluster 14: 94 GW 📈 Cluster 15: 347 GW That’s 3× the capacity needed for CA’s 2045 goals. #energysky More: app.halcyon.io/entities/350...

August 13 #chartoftheday ERCOT June update: Wind & solar made up a big share of peak load again this month. Max IRR penetration hit 68.47% on June 17, while the low was just 7.91% on June 11. See the full wind/solar share trends over the past 13 months. #energysky 🔗 app.halcyon.io/documents/57...

August 12 #chartoftheday Texas PUCT proposes new rule under HB 1500: “Firming reliability” requirements for most new energy resources (except batteries, settlement-only, or self-generators) with interconnection agreements after Jan 1, 2027. #energysky 🔗 app.halcyon.io/processes/35...

August 11 #chartoftheday SPP’s latest State of the Market report shows some surprises in Off-Peak prices (Mar–May 2025): 📍 SE zones (NE TX, SW AR, NW LA) stay elevated 📈 Spikes hit SW NM, NW TX & SE MN in Off-Peak hours #energysky Full report ➡️ app.halcyon.io/processes/8f...

August 8 #chartoftheday SPP’s FERNS Study sees a future that’s 70–92% carbon-free by 2050, with significant boosts in wind, solar & transmission. Thermal sticks around for tough hours, and winter’s the new challenge. #energysky More: app.halcyon.io/processes/31...

Aug 7 #chartoftheday Oregon PUC is weighing a 50 MW expansion of its Community Solar Program — 160 MW → 210 MW 🔁 $93M total cost 🌞 More access for tribes, nonprofits, public entities & low-income customers 📉 Staff shared ratepayer impact projections #energysky 🔗 app.halcyon.io/processes/86...

Data centers bid across multiple markets while utilities scramble to build infrastructure. At #NARUC's Summit last week, here's what we learned: Interconnection queues reflect ephemeral demand that can vanish as quickly as it appears 👻 More from our CDO Alex Klaessig: hubs.la/Q03BJ90T0 #energysky

August 6 #chartoftheday In Maryland, PSEG says its 67-mile, 500 kV MPRP line is critical to avoid major reliability risks from rapid load growth. It aims to go online by June 2027. The map shows violations if not built. #energysky More: app.halcyon.io/processes/3b...