Machine Readable 

The regulatory record is one of the largest – and most overlooked — sources of intelligence about energy businesses. Rate cases, RFP responses, procurement testimony, compliance dockets: it’s all public, and it all names names.

I’ve spent most of my career building information systems for energy. Some are as simple a system as a model adding or multiplying X and Y to get Z. Some are as complex as what Halcyon is building now, a multi-source, always-on U.S. energy information system that brings structure to chaos. This is what I do, and it’s also what I think about all the time.

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.