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.
In 2025, we built the foundations of Halcyon’s technology stack. At the center, a data platform, and surrounding it, some key applications like Search, Query, Alerts, and Data Subscriptions.
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.
I have just published my annual deck on the prime movers of our changing energy/industrial/technology system. I’ve been doing it for years, and as ever, it is a useful chance to take stock of our current moment, and hopefully enable us to think about the future.
When we started building Halcyon a couple of years ago, the vision was simple: aggregate energy regulatory data and make it accessible. From the very beginning – and still today – practitioners across sectors have told us that navigating the many sources and repositories is, to put it frankly, pretty much a nightmare. To this day, I've not had a single person say, "Oh, don't do that, it's really not a problem.” This gave us a lot of encouragement and strength – the type that comes from knowing...
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