The AI Platform for Energy⚡️ https://xitter.cf/t.co/oNTPr0Vry1
San Francisco
Joined March 2007
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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 👇
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: hubs.ly/Q04BZBwM0
The October 2026 Large Load Tariff Tracker is live: 310 filings, 85 proceedings.
Approved: @TheAESCorp Indiana's Monrovia Project and DTE's contracts for a 1,000 MW Google data center
New: @GeorgiaPower NU-1, Tampa Electric LLCS-1/-2, MISO, PUCT, PA PUC
Learn more, link in comments 👇
Great having @californiapuc President, @JReynoldsCPUC, in the office yesterday for a fireside chat with the Halcyon team.
Thanks for coming by and taking our questions!
Our FERC Show Cause Comparison V3 is live!
New statuses: FERC Filed, FERC Approved, and FERC Rejected (in red).
Wider coverage: nine new RTO/ISO mechanism entries and up to 8 proposal docs per grid operator, up from 4.
Only 27 days left until the response deadline, link in comments👇
Eight months ago we shipped a New Substation Development Tracker with 200 projects in three Western planning regions.
Today’s release adds FRCC, ISO-NE and SCRTP, and the map is done: every FERC Order 1000 region plus ERCOT, 5,924 projects, the whole contiguous U.S.
Feb: 200 projects, 3 regions.
Oct: 5,924 projects, 12 regions.
Learn more, link in comments 👇
The recording from our @FERC Show Cause Webinar (with Alex Klaessig, Jared Necamp and Jacob Grindal) is now available!
Catch up before the Nov 16 §205 filing deadline: halcyon.io/data-subscription…
Ep. 4 of Nameplate: @NatBullard with Ted Geisler, CEO of @apsFYI.
140 years to reach 9 GW of peak demand. Now APS plans to double that in 10–15 years. Here’s how they plan to do it responsibly.
Listen to the full conversation, link below
Happening today, 10am PT / 1pm ET: @FERC Show Cause Comparison.
How nearly 30 large load reform mechanisms stack up across RTOs/ISOs, which are gaining traction, and what’s next. 30 min + live Q&A with Alex Klaessig, Jared Necamp, and Jacob Grindal.
Save your spot: halcyon.io/ferc-show-cause-w…
We’re in today’s @WSJ story on “phantom” data centers.
The Journal used Halcyon’s analysis of utility filings to show how much terms have changed: since 2024, average minimum contract length for large customers went from ~4.6 years to ~10.8 years.
Read the piece from @Jennifer_Hiller: halcyon.io/newsroom/phantom-…
