There is a fundamental challenge at the heart of the power utility social contract: to provide power to all while ensuring that no group of ratepayers is unfairly burdened with costs. This challenge is particularly acute today, as new large load consumers, such as data centers, can change the shape of a grid (and its rates) in just a matter of months.
Last month I had the opportunity to record a long conversation with one of my favorite observers of the energy world: Doug Lewin.
Every week, Halcyon reviews all the dockets, filings, and exhibits it has processed in the past seven days (8,956 documents added from Oct 1-7). We select around 10-ish favorites, which may include lesser-known items, standout zingers, or simple things we believe deserve more visibility in the information shared among tens of thousands of stakeholders.
I was in New York last week for the event still known as Climate Week, which could today be more accurately described as “energy + finance + AI + data centers + trade + security week.” This expanded rhetorical scope that brings with it both more events (more than 1,000, in fact!) and more talk. Anyone reading this weekly note from Halcyon has probably been deluged with testimonials, LinkedIn posts, thoughtful reflections, and earnest appeals. I’ll spare you those.
Halcyon’s first data product, our Gas Power Plant Tracker, is soon to ship its fourth update. Since its launch, we have added dozens of plants and more than ten gigawatts of total capacity in the U.S. under development.
.png?width=50&name=34C0AE28-DE08-4066-A0A0-4EE54E5C1C9D_1_201_a%20(1).png)