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Halcyon Curated Alert: Fuel Cell Projects & Investments
Track fuel cell projects, infrastructure investments, and market developments across the U.S.. Get concise updates on project locations, developers, OEMs, technology types, capacity, and deployment timelines.
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Battery storage is scaling fast.
Halcyon’s BESS Tracker now covers 569 projects (275 GWh) — nearly double since December.
This week, Dave Russell explores how gas turbine delays, AI-driven demand, and faster timelines are expanding batteries’ role on the grid.
Dive deeper 👇
hubs.la/Q046pnxc0
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Halcyon Curated Alert: HVDC Projects
Track high-voltage direct current transmission projects across the U.S. Follow updates on project status, permitting, key stakeholders, technology vendors, and capital expenditure estimates — distilled from filings, reports, and announcements
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Halcyon Curated Alert: Gas Turbine Costs & Timelines
Track gas turbine costs, delivery timelines, and project activity across the U.S. Get concise updates on turbine types, OEMs, project locations, developers, and capital expenditures from complex filings and reports
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Only two weeks until CERAWeek!
Halcyon Chief Data Officer Alex Klaessig speaking at the Agora Innovation Pod: AI: Existential Threat or Unfair Advantage?
Details: www.ceraweek.com/en/program/h...
Halcyon Curated Alert: Distribution System Plans
We track state-level distribution planning filings and turn long technical documents into concise highlights — covering grid investments, planning scenarios, assets, customer engagement, and policy implications.
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Halcyon Curated Alert: PJM Reliability Backstop Auction (RBA)
Track the latest on PJM’s Reliability Backstop Auction — including recent filings, proposed solutions to resource adequacy challenges, and key stakeholder perspectives.
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Halcyon Curated Alert: GETs Numbers & Impact
Tracks reports quantifying the real-world impact of DLR, Advanced Power Flow Controllers, and Topology Optimization software — including reliability improvements, added capacity, economic value, and cost-benefit results
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The grid was built for predictable industrial load — smelters and factories.
Agentic AI changes that. Compute demand could shift across hours, prices, and even RTOs, deciding its own urgency in real time.
Read more in Agentic Elasticity by Jacob Grindal + @nathanielbullard.com: hubs.la/Q045GhMH0
Halcyon Curated Alert: Utility Mutual Aid Agreements
See how mutual aid agreements are evolving across state commissions.
Track new filings, participating utilities, and how frameworks are adapting to more frequent outages.
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Halcyon Curated Alert: Texas SB 6
SB 6 is reshaping how large loads connect and participate in ERCOT. We’re tracking PUCT rulemakings and stakeholder input on interconnection, net metering, forecasting, demand reduction, and transmission cost allocation (4CP).
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More detail on our Agora Innovation Pod talk here: www.ceraweek.com/en/program/h...
We’re headed to CERAWeek — here’s a preview of what we’ll be unpacking:
AI promises clarity in a fragmented industry. But building useful AI products in energy is anything but simple
Halcyon Chief Data Office, Alex Klaessig, will explore:
AI: Existential threat or unfair advantage?
Join us!
⚡ Halcyon Curated Alert: Beneficial & Transportation Electrification
This alert tracks:
• Beneficial electrification strategies
• EV & transportation plans
• Make-ready charging programs
• Building electrification pathways
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Halcyon Curated Alert: Geothermal Developments
Tracks geothermal forecasts, evaluations, reports, and projects across the U.S., covering advanced (closed-loop) and enhanced geothermal systems. Get insights on project scope, timelines, and key stakeholders.
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Halcyon Curated Alert: Winter Storm Hernando Impact
Tracks Winter Storm Hernando’s effects on energy markets, including price spikes and volatility, power outages, and overall costs. Get the data overview of the storm’s impact, and stay ahead of market and operational risks
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Virginia’s biggest data centers run always-on workloads — limiting grid flexibility despite demand response hype.
This week, @nathanielbullard.com mines Dominion, Amazon, and Microsoft filings to show what Halcyon reveals in regulatory data.
Dive deeper 👇
hubs.la/Q044DdnW0
Halcyon Curated Alert: Innovation in Energy Affordability
Highlights filings and programs focused on reducing energy costs while preserving reliable access to power, surfacing practical affordability solutions across the energy system.
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