Halcyon

The AI Platform for Energy⚡️

[Halcyon @Halcyon]

Halcyon has an API.

Peter Nocchiero wrote up what customers are already building with it, and how to get free trial access. Link below👇

[bruce @boo]

.@Halcyon's API is now live, for customers and prospects alike ⚡️

It's always-on market intelligence you can build on ⚡️🤓

[Halcyon @Halcyon]

Free Preview→ https://t.co/NNQPC1Vjqo

[Halcyon @Halcyon]

@FERC's show cause deadline is one week away!

- PJM swapped IRAS for opt-in services
- NYISO passed the MC
- CAISO approved a 50 MW threshold
- FERC sent SPP a deficiency letter

Link in comments👇

[Halcyon @Halcyon]

Watch the rate of improvement, not the snapshot. Halcyon’s own @NatBullard on FutureInBloom with Steph Speirs: batteries, AI-driven gas buildout, $10/ton carbon removal, and faster permitting.

Link: https://t.co/nVYHGM0giE

[Halcyon @Halcyon]

https://t.co/QA8WLAj8hz

[Halcyon @Halcyon]

Read the full blog: https://t.co/LvR4dhgNdU

[Halcyon @Halcyon]

Ajey Pandey has sent 100+ Be Advised notes tracking how AI data centers are getting power. Read his takeaways, from air permits to trucked gas to ERCOT’s curtailment play.

Link in comments👇

[Halcyon @Halcyon]

@GeorgiaPower @NatBullard Listen: https://t.co/0X94qdOlIp

[Halcyon @Halcyon]

“They pay more so you pay less.” @GeorgiaPower CEO, Kim Greene, on how data center deals are holding residential rates flat through 2028.

She walks @NatBullard through it on the latest Nameplate. Link in comments👇

[Halcyon @Halcyon]

55 pending rate increases across 30 states. Nearly $6B approved since the start of 2025.

Straight Arrow News cites Halcyon Rate Case Tracker data in its story on how rising electricity costs are squeezing household budgets.

Read the article here: https://t.co/k1L0up5WtZ

[Halcyon @Halcyon]

Our CDO Alex Klaessig spoke at the Energy Seminar at Harvard, a student-run series across @Kennedy_School and @HarvardHBS.

“Riding the Wave of the Future: Energy and AI” looked at how AI is reshaping energy and how better data helps us keep up!

Thanks for hosting us!

[Halcyon @Halcyon]

https://t.co/xPmM4ZeyPh

[Halcyon @Halcyon]

@NatBullard @GeorgiaPower @OpenAI @Google https://t.co/0X94qdOTxX

[Halcyon @Halcyon]

New on Nameplate with @NatBullard: @GeorgiaPower CEO Kim Greene.

The utility has 13 to 14 GW of data-center demand under contract, and residential rates are frozen through 2028.

Kim explains the deals, along with @OpenAI’s 3.2 GW Georgia site, @Google-funded nuclear uprates and Hurricane Helene.

Episode live now 👇

[Halcyon @Halcyon]

Check out the tracker: https://t.co/oVYdmBY3IW

[Halcyon @Halcyon]

Gas is half the utility story, so we built it into the core of Halcyon's Rate Case Tracker.

+38 gas rate cases
+27 electric
339 IOU proceedings, 61 open

Many utilities run both. Compare who's asking for what, pipes vs. wires investment, and how regulators respond.

Learn more, link in comments

[Halcyon @Halcyon]

Explore the tracker: https://t.co/oqq57PKZV1

[Halcyon @Halcyon]

This month’s Gas Power Plant Tracker release is live. 31 new plants, led by SB Energy’s 5,000 MW Ports-Pike II (SoftBank campus citing up to 10 GW) and NextEra’s 4,300 MW South Monongahela for PJM data center load. Plus Duke’s 2,730 MW Davie-Davidson and VoltaGrid’s 2,582 MW behind-the-meter ABI-1.

Learn more! link in comments 👇

[bruce @boo]

How much aluminum might U.S. substations need over the next five years?

[Halcyon @Halcyon]

What can nearly 6,000 substation projects tell you about the U.S. grid?

More than we expected. Our new Machine Readable blog walks through building the Substation Development Tracker, the questions people are asking of the data, and what it reveals about where the grid is going.

Full blog: https://t.co/J6agTgYN32