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.
[Editor's note: Halcyon is now allowing beta testers to use Halcyon Search, new software that allows energy professionals to apply keywords, topics, and filing types as search filters atop Halcyon's catalog of 4.5 million+ authoritative energy documents, dockets and filings. Try Halcyon Search now: https://app.halcyon.io/search (free login required)]
Halcyon has just updated two of its data products: the Large Load Tariff Tracker and the Gas Power Plant Tracker. We ship updates monthly, and for good reasons. The first is that these markets are changing fast, and matching a fast-moving market with fast-iterating products is, as they say, table stakes. The second is that these markets are highly uncertain, while outcomes within these markets are highly significant.
Every month, the Electric Reliability Council of Texas publishes its so-called Operational Overview, a report on power system supply, demand, and system operating conditions. Last week, we highlighted it (first on the list) as one of the interesting findings in US energy.
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