Halcyon programming note: we are all in movement this week as we prepare to gather the entire team in San Francisco next week. While we’re thrilled to get our team together, we will be taking a break from our normally scheduled content, so see below for three announcements from us to hold you over!

Encoding knowledge into people

For most of 2025, current Halcyon Alerts subscribers (sign up here) and members of our product waitlist (sign up here) have received an email from us every Friday titled “Alerts Roundup." It is a mix of “what we learned” and “product notes and updates,” and it recaps the most interesting things we learned from Halcyon Alerts in the past week and shares relevant product updates. 

We’ve heard from many of you that you really enjoy the “What we learned” portion of this email, and we’ve also heard that some folks prefer the more product-centric content. Accordingly, we’re going to break them out, and start sharing “What we learned” week-over-week more publicly soon. 

When I co-founded Halcyon, I was — and still am — adamant that “carefully selected human insights” is not a scalable business in the same way as an information platform that uses AI to make energy and utility data more accessible. And while I have no doubt that our brilliant engineers could help us figure out a way to automate some of this, we have other, more important priorities.

But I also think this is an effort worth making. And in the same way that we’ve spent the last two years encoding our energy industry knowledge into our systems (so we know, for example, when you ask about PG&E’s projected load growth, we know that you mean “Pacific Gas & Electric” and not Portland General Electric), I’m going to start encoding some of my knowledge into human-led but scalable processes. 

Here’s v0. Like everything here at Halcyon, we will build this in public and bring you all along for the ride; feedback is always welcome.

What we learned from Halcyon Alerts (week of April 11)

• • 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:
    
    
  • 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
  • A rarity (these days) in another newly-covered state, Nevada: a utility (NV Energy) is lowering rates (for natural gas). Docket Profile and Filing
  • 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
  • In Oregon, Portland General Electric has filed its 2026 annual power cost update tariff. Here is the kickoff document (236 pages). Docket Profile
  • Still in the Pacific Northwest: another Washington utility, NW Natural Gas, tackles the accounting required for tariffs on Canadian natural gas imports.  
  • 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. 
  • 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
  • A useful docket in Virginia concerning data center-driven electricity rate increases. Hundreds of comments filed in the past week! Docket Profile
  • And lastly in New York State, a transcript worth reading on Consolidated Edison’s contentious rate case. Filing

Come see us in San Francisco next week

We are hosting our first live event in San Francisco next week! I’ll be sitting down to talk with Friend of Halcyon Matt Miller, Chief Investment Officer at REC Solar, discussing what we’re building, why we’re doing so, and how it works for you. We announced our funding exactly a year ago and have been heads-down (programming, crawling, collecting, and designing) since then. We’ve also been peering out though, too — as the many of you who we’ve engaged as design partners and early customers know.  

We have a lot to talk about on stage, but more importantly, we’d like the chance to speak with you. So, come on by, enjoy a bite to eat, and ask Bruce to make you an espresso. He’s a brilliant barista. 

Details:
📆 April 24
⏰ 12pm - 1:30pm
📍 755 Sansome

RSVP here: https://lu.ma/rrz2s4y1

And come do something with me! We’re hiring!

As mentioned above, if you read our weekly alerts update, you’ve seen that we are expanding its scope. We now cover 35 (soon to be 40) states and a change of scale on our information intake means that we need to do more to convey it clearly to customers.  

So, our alerts weekly now summarizes 10 developments — new dockets, key filings, unexpected proceedings — across the catalog we are building, and will soon incorporate more visual elements as well (we know that they’re popular, and for good reason).  

And for that, we need some additional human processing power. Check out what we're looking for here, and if you think you’re a fit, send something our way. A gentle reminder: I look at hundreds (or thousands) of the elements we are requesting every week…so surprise us, and wow us.  

Comments or questions? We’d love to hear from you - sayhi@halcyon.eco, or find us on LinkedIn and Twitter