Pinned
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 👉
- FERC’s June 18 Section 206 show cause orders just reset the clock for every grid operator in the country – and the large-load story is moving fast in stakeholder rooms, dockets, and policy debates from coast to coast. Here are some Halcyon Curated Alerts our team is using toReplying to @HalcyonAlternate Transmission Technologies (ATT) Monitor where ATT like advanced power flow control devices, synchronous condensers, advanced conductors, dynamic line rating have been approved, rejected, or proposed across the US. 👉FERC Show Cause – NYISO & CAISO Follows the NYISO and CAISO show cause proceedings filing-by-filing as each grid operator works to justify or reform its large-load rules. NYISO 👉 app.halcyon.io/alerts/shared/… CAISO 👉 app.halcyon.io/alerts/shared/…
- The AI–grid collision isn't an engineering problem — it's a coordination problem we keep mistaking for one. Halcyon's @jacobgrindal in @heatmap_news on PJM, record prices, and the risk of splitting into "two grids." Read the full article👇
- June's Rate Case Tracker update is live. New this month: a column tracking data center and large load cost provisions across all 293 cases, four new 2027 filings, and approved settlements for PPL, Dominion Energy SC, and Northern States Power. Learn more, link in comments 👇
- Demand for letters of credit is surging as data centers scramble for power. Of 109 collateral-related filings Halcyon tracks, 67 cite a letter of credit. @gtreview dug into the trend using Halcyon data. Read it here:
- Halcyon's data just showed up in a regulatory filing. 📊 @xcelenergy 's new large load tariff application in Wisconsin cites our chart on LLT demand thresholds — showing the industry average climbing from 33 MW pre-2024 to 64 MW post-2024. Read the full filing below. Link in
- Halcyon reposted
Seeing more behind-the-meter / prime power revisions in TX. This one: Atlas Energy Solutions in Socorro, upping its generation capacity from 20MW to 100MW of delivered power from 30 gas-fired engine generators, for "industrial loads located adjacent to the site". via @Halcyon - A year ago, Halcyon tracked 134 gas plants under development in the US. Today: 382 — and 212+ GW. Part of it is more data (we started reading air permits), part of it is recent history: most were filed in the last six months. Read @NatBullard's one-year look. Link in
