Back in September, we at Halcyon shared our plans to build five data subscriptions in the coming months. If you are reading here, you’ve probably been along the journey with us: from gas power plants, to large load tariffs, to utility ratecase cost of capital, and to battery energy storage assets.
Everyone talks abstractly about the grid buildout, transmission constraints, and interconnection queues; much like a microwave oven and non-dairy powdered creamer, “no one really knows how it works.” There is an aura of mystery surrounding our electrical grid that energy professionals don’t necessarily discourage.
Earlier this month, we launched Halcyon Search. Try it now, for free: https://app.halcyon.io/search — you can also read about why and how we built it.
Can flexible electricity loads provide grid benefits? Is new electricity “demand” even real, given the hyper-competitive nature of today’s market? What is the airspeed velocity of an unladen swallow?*
U.S. electricity demand is growing again, driven by large loads from things like cloud data centers and cryptocurrency miners. With the largest facilities over 1 gigawatt of load, states and utilities court these large loads to attract tax revenues and well-paying jobs.
