Improve pricing intelligence and demand forecasting by understanding which utilities are ordering what, where, and for how much.
New Substation Development Tracker
How We Help Energy Professionals
Better monitor the regulatory status of proposed substations, benchmark peer utility projects, and identify key supply chain trends.
Identify grid infrastructure buildouts and improve timeline planning for regional capacity and long-lead time items
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, PJM and WestConnect in addition to the ERCOT market.
The Tracker contains information about 2105 projects across the covered regions. It 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 substations 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) |
| Project Name |
Larger project name the substation is being developed as part of |
|
Has Parent Project |
Y / N flag for whether or not a substation / switching station project is part of a broader parent project |
|
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 |
|
Latitude / Longitude |
Lat / Long for the substation, if available from documentation |
|
Location / Point of Interconnection Description |
Narrative details on the exact location of the substation / its point of interconnection (POI), if available |
| 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 utility |
| Developer | Utility/company building the substation |
| Operation Date |
Date 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 |
| Capex ($M) | Nominal cost of the substation project |
| Capex Description | Text field providing additional context regarding 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 field 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
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