Halcyon Data Subscriptions
Gas Power Plant Tracker
247 Plants 153GW Capacity
US gas-fired power plant costs have tripled this decade. Halcyon has built a multi-state, centralized feed of all planned US assets, with asset-level technology, timelines, prices, and changes.
Large Load Tariff Tracker
152 Tariffs
Large load tariffs are specialized electricity rate structures designed for customers with significant power demand, like data centers. These tariffs are used to allocate costs more equitably, ensure grid stability, and manage risk.
Rate Case Tracker
278 Rate Cases 84M Utility Customers
Track key metrics from all IOU-submitted rate cases across the country.
Battery Energy Storage
System Tracker
648+ BESS representing ~289 GWh
Track planned U.S. utility-scale storage, with asset-level technology, timelines, prices, and changes.
New Substation
Development Tracker
Track 445+ projects informing new substation development nationwide.
FERC ANOPR Comment Analysis
175 Organization comments
This workbook summarizes comments submitted regarding FERCs proceeding on the interconnection of large load (RM26-4-000).
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We have a pipeline of Data Subscriptions in development, we’d love to hear what’s important to you. Please reach out.

The Next Phase of Energy, Power, and AI
Latitude Media - Transition AI 2026 Opening Keynote
Across 10 concepts and 20 charts, Nat Bullard uses Halcyon's data to examine the physical constraints emerging as hyperscaler capex approaches $700 billion and data center power demand scales from 50 to 300 gigawatts. The presentation traces what this means for the grid – from surging interconnection queues and utility load forecasts, to 77GW of new gas generation in the pipeline, and open questions about interference workloads.
Download the full keynote presentation now, for free.