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Halcyon Alerts — What We Learned This Week

Powered by Halcyon Alerts — April 18     

This week: an expanded scope! See below just how many state commissions we are now collecting, which means we can alert on more developments in more markets. Sign up to get this information delivered straight to your inbox.


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Georgia Power Company’s 2029-31 all-source capacity request for proposals has been underway since July of 2023. Check out Halcyon’s AI-powered Docket profile and also, this new document with seven (!) pages of Georgia Power staff evaluating the RFP.

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In Florida, Duke Energy has calculated the cost savings of four solar projects, as compared to natural gas-fired power. Quote: “These project’s plants will all provide fuel savings…Based on the cost per kWh of natural gas in DEF’s 2025 fuel projection filing.

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A useful docket in Maryland for monitoring the state’s implementation of FERC Order No. 2222.  Lots of detailed filings on what distributed energy resources are being proposed, built, and approved  across different utility service territories.
Docket profile
Pepco 2024 Small Generator Interconnection Report

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Also in Maryland, leaky gas pipes! Montgomery County in particular is on track for a record year for gas coupling leaks (by count) in Montgomery and Prince George’s County.
Docket profile
Filing

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Worth watching in Michigan: Consumers Energy has filed an application to add a “data center provision” to its tariff sheets.  You can guess how the Data Center Coalition thinks about it.  September 16 is the deadline for the fully developed record in the proceeding. 
Docket Profile Page

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Also data center-related, in Nevada: Callisto Enterprises LLC (Google) is seeking an energy supply agreement with NV Energy. Fervo’s Corsac project is supplying the project.  Of interest at the moment? The utility is revising its pricing model, but its details will be kept confidential for at least five years following the termination of its agreement — so, two decades from now.
Docket profile
Supplemental Direct Testimony

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In Arkansas, Southwest Electric Power Co has applied to set new electricity rates. The case is suspended (in the normal, not-an-issue way) while the commission’s staff reviews for at least 30 days. You can follow this rate case here via the Docket profile.

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Not big dollars, but a big % move: in Iowa the city of Johnston wants to apply a 5% surcharge on utility MidAmerican’s gross revenue from the sale of electricity and distribution services within the city’s corporate limits.
Docket profile
Ordinance

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Two more Texas Energy Fund projects have fallen out of the application pile.  The latest two? Application 131 (Emberclear Management and Jupiter Island Capital) and Application 122 (Frontier Group) are out because they did not meet the state’s due diligence requirements.  Worth reading the entire Docket profile summary.

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A (gas) rate case in Virginia: Southwestern Virginia Gas Company has requested an overall increase in annual operating revenue of 6.3%. The State Corporation Commission “does not oppose the company’s request to implement its rate increase on an interim basis.” Read the document and docket for more — small overall numbers, but it’s the rate, and the award, that matter.
Docket profile
Filing



Powered by Halcyon Alerts — April 11

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In Missouri (new state!), Evergy has issued a substantial update to its 2024 triennial integrated resource plan. The basics: load growth, a lot of it, for the first time in more than a decade, and most (if not all) of it from a single large customer. It’s noteworthy enough that I made a chart:

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Also in Missouri, and not coincidental, is a new-ish application from Evergy “for Approval of New and Modified Tariffs for Service to Large Load Customers.” Plenty of data center operators are weighing in. 
Docket profile 

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A rarity (these days) in another newly-covered state, Nevada: a utility (NV Energy) is lowering rates (for natural gas). Docket profile and Filing

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Another new state! Wisconsin — where proceedings to approve or deny a 1,100 megawatt gas combustion turbine project are underway. Not shown here, but indicated through repeated references to large load customers — another factory- or data center-driven grid expansion. 
Docket profile

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In Oregon, Portland General Electric has filed its 2026 annual power cost update tariff. Here is the kickoff document (236 pages). Docket profile

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Still in the Pacific Northwest: another Washington utility, NW Natural Gas, tackles the accounting required for tariffs on Canadian natural gas imports.  

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The Arizona Electric Power Cooperative is raising $94 million in long-term financing. This is a new proceeding, so you can follow it from the start at the Docket profile or jump right into the 352-page Application document.

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Also in Arizona, the Columbia Electric Cooperative has opened a proceeding to revise its net metering tariff to include batteries. Not the world’s biggest electric system, but worth reading to see how much has changed since the tariff was established in 2010. Docket profile and Filing

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A useful docket in Virginia concerning data center-driven electricity rate increases. Hundreds of comments filed in the past week! Docket profile 

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And lastly in New York State, a transcript worth reading on Consolidated Edison’s contentious rate case. Filing

 



Halcyon Alerts
Docket monitoring for 33 state public utility commissions

 

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