Skip to content

Track planned U.S. substations, with asset-level development, timelines, prices, and changes

UPDATED *

February 2nd, 2026

RECENT UPDATES

 

200 projects at 189 substations

across Western Interconnection

TOTALS

200 projects //
189 substations

NSST v1 -Feb 2

*Updated monthly

How We Help Energy Professionals

Equipment manufacturersinvest

Improve pricing intelligence and demand forecasting by understanding which utilities are ordering what, where, and for how much.

UTILITIESplug

Better monitor the regulatory status of proposed substations,  benchmark peer utility projects, and identify key supply chain trends.

Developersdatacenter

Identify grid infrastructure buildouts and improve timeline planning for regional capacity and long-lead time items

investors/Financeenergy-trader

Streamline utility capex due diligence, validate supply chain theses and track infrastructure deployment relative to demand growth

Data Methodology

Halcyon's Substation Tracker compiles information on future and recently completed substation construction projects. The tracker currently covers the FERC Order 1000 Transmission Planning Regions of CAISO, Northern Grid, and WestConnect.

The Tracker was released in Feb 2026, identifying 200 projects at 189 substations. The Tracker consolidates key project details into a structured, research-ready dataset, drawing from state public utility commission (PUC) dockets, regional planning documents, and utility transmission and distribution capital plans.

Each project entry captures essential attributes such as docket numbers, project names, project description, voltage, equipment, technology, operating year, cost, and developers

Halcyon's analysts use AI-assisted search to identify relevant filings, and each data point is validated by subject-matter experts. The result is a uniquely reliable resource for understanding the scale, timing, and characteristics of upcoming battery storage across the U.S. electricity landscape.

Halcyon will update the tracker on a monthly basis to incorporate new regions and update existing projects as information becomes available. We also continuously add new data and new data fields based on your feedback.

New Substation Data

(30 data points)

Field

Description

Region Transmission planning regions as defined in Federal Energy Regulatory Commission's Order 1000
Substation Name The substation/switching station name reported in underlying documentation
Substation or Switching Station Flag identifying whether a station only connects circuits (switching) or provides voltage control (substation)
Parent Project Name of transmission/distribution project associated with substation construction
Project Description Overview of the activities and rationales of substation activity
Project ID Primary key linking to external data sources
Docket Number / Original Source Identifies where Halycon's substation information originates
Docket Profile Page Link to Halcyon's proprietary docket overview page
Upgrade or New Flag identifying whether a project represents an upgrade to existing substation or net-new construction
City City the substation is located in or near
County County in which the substation is located
State State in which the substation is located
Construction Year Year construction starts/started
Construction Date Details Day, month, quarter the construction starts (as provided)
Construction Status Whether construction is underway, planned or complete
Parent Company The highest level company owning a plurality of equity in the utilty
Developer Utility/company building the substation
Operation Year Year the substation will be online
Operation Date Details Day, month, quarter the substation becomes energized (as available)
Equipment Description Text field itemizing the equipment being installed
Equipment Capacity Description Text field listing the capacity of new equipment
Capex ($M) Nominal cost of the substation project
Capex Description Text field providing addional context regard the capital cost, when available
Capex Source Link Link to documentation
Capex Dollar Year Year nominal costs were incurred
Voltage (kV) Reported voltage
Voltage Description Further detail on voltage or looping, when available
Financial Description Notes feild providing further detail on the project
Source Type (IRP, Rate Case, CPCN, TP, RFP) Flag identifying the primary category of documentation: Integrated Resource Plans (IRP), Rate Cases, Certificates of Public Convenience and Necessity (CPCN), Transmission/Distribution Plans (TP), and Requests for Proposals (RFPs)
Source Link Links to source documentation for further research

Data Preview

Reach out to access the full dataset

Other Data Products

UPDATED - Jan 12 2026

Large Load Tariff Tracker

97 Tariffs

UPDATED - Jan 15 2026

Gas Power Plant Tracker

190 Plants 101GW Capacity