To help address an “unprecedented” surge in power demand from AI, data centers, and industrial electrification, in October 2025, the Federal Energy Regulatory Commission (FERC) opened Docket RM26-4-000 regarding the interconnection of large loads to the interstate transmission system.
Halcyon’s Antique Roadshowmay have wrapped for 2026 (if you’re after a decommissioned substation for your home office warehouse, you’ll just have to wait for next year), but we wanted to take a moment to talk about how we built our first fully in-app data subscription (our Roadshow sale report), and what that portends for the future of Halcyon’s platform.
Last week, we issued our latest update to the New Substation Development Tracker. This edition adds 93 net new projects — all built under the purview of the Electric Reliability Council of Texas (ERCOT) — bringing the total from roughly 200 to 293 substations and switching stations tracked across ERCOT, Northern Grid, West Connect, and CAISO.
Everyone loves antiques. At Halcyon, we believe decommissioned electrical infrastructure makes the best antiques. Nothing brightens up a living room — both figuratively and, depending on residual charge, literally — quite like a piece of retired utility equipment with real character.
[Editor's note: Last week, we announced our $21M Series A alongside a detailed look at what we're building in 2026. In the flurry, that product vision post went out as a wall of text — it deserved better. This week, we're re-sharing it with the visuals and imagery it should have had from the start.]
