This entry of Machine Readable is a conversation between Nat Bullard, Chief Strategy Officer, Halcyon, and Vicky Homan, GTM Lead, Halcyon. Among the many hats she wears, Vicky is an integral part of Halcyon’s customer-facing team and is also our record-holder for most queries submitted via Halcyon’s platform.
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Halcyon just launched its fourth data subscription, the Battery Energy Storage System (BESS) Tracker. We already track gas-fired power generation assets, large load tariffs, and rate case cost of capital proceedings; this subscription deepens and broadens our coverage of US power infrastructure for anyone building, financing, supplying, or underwriting its future.
Similar to our other data subscriptions, the BESS Tracker updates monthly, drawing data from every US state public utility or service commission, Federal Energy Regulatory Commission, and ISOs/RTOs, in a corpus of 5.4 million (and counting) documents. As with our other subscriptions, building and updating the tracker means extracting specific, structured data from a wide array of unstructured context.
This first version contains over 250 assets with a power capacity greater than 100 megawatts, and includes more than 25 data fields per asset. These fields range from asset ID and relevant docket, to storage capacity and specific energy storage technology, to expected online date and executed interconnection agreement, when applicable.
The summarized data in each BESS Tracker features elements such as an asset map that displays the location, storage duration, and expected capacity by commissioning date and market. While these elements are pretty standard, others are more unique. Halcyon also tracks inverter suppliers by commercial operation year (such as Sungrow, SMA, and others) and provides a plot of inverter size and battery size in megawatt-hours, tagged by balancing authority.
Here is another element: US battery interconnections by voltage, measured in kilovolts. Most of the assets (by count) that Halcyon can identify interconnection voltage are either 138 or 345kV. Interestingly, there are more assets connecting at 500kV than at sub-115kV.
Building on this inaugural release, we will continue to add details in upcoming versions, such as inverter unit size, links to projects’ Large Generator Interconnection Agreement (LGIA), Standard Generator Interconnection Agreement (SGIA), and Exempt Wholesale Generator Request (EWG). Not to mention, including more BESS projects below 100 MW and newly-announced large projects.
Current Halcyon subscribers have already received this first version of the Battery Energy Storage Systems Tracker. If you are interested in joining them in mapping this aspect of the US power landscape, let us know here.Subscribe for more content like this; reach out with questions: sayhi@halcyon.io; follow us on LinkedIn and Twitter
