If you weren’t in San Francisco for SF Climate Week a few weeks ago, we at Halcyon recently hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute.
Two weeks ago, we at Halcyon hosted our first large in-person event on time and speed to power: the critical paths for companies building the energy infrastructure required to meet soaring demand for AI compute. It’s the right topic, at the right time, for the right industries: power generation and utilities on one end, and hyperscalers on another, with throughlines from infrastructure developers, capital allocators, grid hardware manufacturers, and EPCs connecting both sides.
To help address an “unprecedented” surge in power demand from AI, data centers, and industrial electrification, in October 2025, the Federal Energy Regulatory Commission (FERC) opened Docket RM26-4-000 regarding the interconnection of large loads to the interstate transmission system.
Halcyon’s Antique Roadshowmay have wrapped for 2026 (if you’re after a decommissioned substation for your home office warehouse, you’ll just have to wait for next year), but we wanted to take a moment to talk about how we built our first fully in-app data subscription (our Roadshow sale report), and what that portends for the future of Halcyon’s platform.
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.
.png?width=50&name=34C0AE28-DE08-4066-A0A0-4EE54E5C1C9D_1_201_a%20(1).png)
