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Machine Readable 

The latest in energy, technology and data

Last week, we issued our latest update to the New Substation Development Tracker. This edition adds 93 net new projects — all built under the purview of the Electric Reliability Council of Texas (ERCOT) — bringing the total from roughly 200 to 293 substations and switching stations tracked across ERCOT, Northern Grid, West Connect, and CAISO.

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Everyone loves antiques. At Halcyon, we believe decommissioned electrical infrastructure makes the best antiques. Nothing brightens up a living room — both figuratively and, depending on residual charge, literally — quite like a piece of retired utility equipment with real character.

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[Editor's note: Last week, we announced our $21M Series A alongside a detailed look at what we're building in 2026. In the flurry, that product vision post went out as a wall of text — it deserved better. This week, we're re-sharing it with the visuals and imagery it should have had from the start.]

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In case you missed it: Halcyon has closed a $21 million Series A investment led by Energize Ventures. You can read about the raisehere. Energy is 10% of global GDP. Up to $850 billion will be invested in U.S. power and digital infrastructure this year alone. That kind of capital deployment demands an information layer that doesn't exist yet — one that can make millions of unstructured documents not just searchable, but genuinely useful. To borrow from my LinkedIn earlier this week: we're...

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