The regulatory record is one of the largest – and most overlooked — sources of intelligence about energy businesses. Rate cases, RFP responses, procurement testimony, compliance dockets: it’s all public, and it all names names.
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I’ve spent most of my career building information systems for energy. Some are as simple a system as a model adding or multiplying X and Y to get Z. Some are as complex as what Halcyon is building now, a multi-source, always-on U.S. energy information system that brings structure to chaos. This is what I do, and it’s also what I think about all the time.
If you weren’t in San Francisco for SF Climate Week a few weeks ago, we at Halcyon recently hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute.
Two weeks ago, we at Halcyon hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute. It’s the right topic, at the right time, for the right industries: power generation and utilities on one end, and hyperscalers on another, with throughlines from infrastructure developers, capital allocators, grid hardware manufacturers, and EPCs connecting both sides.
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.