Halcyon

Our own @NatBullard hit the stage at @BankofAmerica's flagship #NYClimateWeek event: “The Next Phase of Energy, Power & AI.” Themes he tackled: ✨ Discontinuity 🌍 Disparity 📊 Data Here’s his full keynote 👉 hubs.la/Q03LQFFF0

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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. Case in point: The New York PSC just instituted a statewide Data Center Proceeding (Case 26-E-0045) to modernize interconnection for large loads, ensure data centers bear the grid costs they impose, and align large load programs with the Climate Leadership and Community Protection Act. Keep up, subscribe now! Link in comments 👇

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Halcyon Curated Alert: Data Centers | WI We track every Wisconsin PSC filing that touches data center development. Case in point: American Transmission Company just filed a CPCN application for the Ozaukee County Distribution Interconnect Project — 90–107 miles of new transmission lines and up to five new substations to support a 1.3 gigawatt load for a new AI data center in Port Washington. Keep up, subscribe now! Link in comments 👇

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Halcyon Curated Alert: Cybersecurity Investment Utility cybersecurity spend is quietly ramping across the U.S. — we track approved, upcoming, and completed investments. DTE Gas just terminated its physical site security contractor for failing to meet cybersecurity requirements, and is now selecting a compliant vendor to integrate a cyber-resilient solution for its key control systems — extending the program beyond 2026 because cybersecurity requires continuous monitoring indefinitely. Keep up, subscribe now! Link in comments 👇

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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 👇

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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. Case in point: Google's new Minnesota data center just locked in 1,900 MW of clean power + 300 MW of iron-air storage with Xcel Energy — dwarfing QTS's 160 MW Colorado site and showing how fast hyperscaler ESAs are outgrowing traditional large-load deals. Keep up, subscribe now! Link in comments 👇

If you missed @_LatitudeMedia's Transition AI 2026, here's the opening keynote. @NatBullard on the next phase of energy, power, and AI — 10 concepts, 20 charts, built on Halcyon's data. Download it here 👇 #keynote" target="_blank" rel="nofollow noopener">halcyon.io/data-subscript…

@NatBullard @_LatitudeMedia Download here: #keynote" target="_blank" rel="nofollow noopener">halcyon.io/data-subscript…

Download @NatBullard's "The AI-Energy Nexus" keynote presentation @_LatitudeMedia's Transition-AI conference, for free (link in comments) 👇

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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. Barupon LLC just filed for a 43.2 MW power plant in Liberty County, Texas. Eight Siemens SGT-A05 combustion turbines across two blocks, with technical review dated March 20, 2026. That level of detail was sitting in a TCEQ filing weeks before it'll show up anywhere else. Keep up, subscribe now! Link in comments 👇

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William Hakim gives a glimpse under the hood of the Halcyon product stack to show how each component builds on one another: search feeds queries, queries feed alerts, alerts feed in-platform data subscriptions. Our monthly data subscriptions are already the most current thing in the market. But a subscription that updates as new filings land — no human re-pulling, no waiting on a publish cycle — is a different thing entirely. Read the full breakdown. Link to blog in comments👇

@congruentvc just released their 2025 Climate Impact Report, and we are honored to be part of it. As @NatBullard put it, "Congruent has been an invaluable partner for Halcyon's growth…" We are grateful to build alongside a team that backs companies doing what matters. Read the report here: congruentvc.com/impact-report-…

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Halcyon Curated Alert: ERCOT Interconnection Requests Tracking interconnection activity across Texas — cluster applications, new generation capacity requests, and queue updates in ERCOT. Did you know? 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. As large-scale projects push into new geographies, rules like this are shaping who controls interconnection — and who doesn't. Subscribe now! Link in comments 👇