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06.03.2026 15:29
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Halcyon Curated Alert: PJM Reliability Backstop Auction (RBA)
Track the latest on PJM’s Reliability Backstop Auction — including recent filings, proposed solutions to resource adequacy challenges, and key stakeholder perspectives.
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Halcyon Curated Alert: GETs Numbers & Impact
Tracks reports quantifying the real-world impact of DLR, Advanced Power Flow Controllers, and Topology Optimization software — including reliability improvements, added capacity, economic value, and cost-benefit results
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The grid was built for predictable industrial load — smelters and factories.
Agentic AI changes that. Compute demand could shift across hours, prices, and even RTOs, deciding its own urgency in real time.
Read more in Agentic Elasticity by Jacob Grindal + @nathanielbullard.com: hubs.la/Q045GhMH0
Halcyon Curated Alert: Utility Mutual Aid Agreements
See how mutual aid agreements are evolving across state commissions.
Track new filings, participating utilities, and how frameworks are adapting to more frequent outages.
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Halcyon Curated Alert: Texas SB 6
SB 6 is reshaping how large loads connect and participate in ERCOT. We’re tracking PUCT rulemakings and stakeholder input on interconnection, net metering, forecasting, demand reduction, and transmission cost allocation (4CP).
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More detail on our Agora Innovation Pod talk here: www.ceraweek.com/en/program/h...
We’re headed to CERAWeek — here’s a preview of what we’ll be unpacking:
AI promises clarity in a fragmented industry. But building useful AI products in energy is anything but simple
Halcyon Chief Data Office, Alex Klaessig, will explore:
AI: Existential threat or unfair advantage?
Join us!
⚡ Halcyon Curated Alert: Beneficial & Transportation Electrification
This alert tracks:
• Beneficial electrification strategies
• EV & transportation plans
• Make-ready charging programs
• Building electrification pathways
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Halcyon Curated Alert: Geothermal Developments
Tracks geothermal forecasts, evaluations, reports, and projects across the U.S., covering advanced (closed-loop) and enhanced geothermal systems. Get insights on project scope, timelines, and key stakeholders.
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Halcyon Curated Alert: Winter Storm Hernando Impact
Tracks Winter Storm Hernando’s effects on energy markets, including price spikes and volatility, power outages, and overall costs. Get the data overview of the storm’s impact, and stay ahead of market and operational risks
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Virginia’s biggest data centers run always-on workloads — limiting grid flexibility despite demand response hype.
This week, @nathanielbullard.com mines Dominion, Amazon, and Microsoft filings to show what Halcyon reveals in regulatory data.
Dive deeper 👇
hubs.la/Q044DdnW0
Halcyon Curated Alert: Innovation in Energy Affordability
Highlights filings and programs focused on reducing energy costs while preserving reliable access to power, surfacing practical affordability solutions across the energy system.
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Halcyon Curated Alert: Crypto Projects, Projections & Policies
This alert tracks filings discussing cryptocurrency mining energy demand, hash-rate power needs, crypto-specific projects, and policy responses across the U.S.
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@nathanielbullard.com joined Oliver Kerr at Aurora Energy Research to discuss this year’s Decarbonization Slide Deck — covering China, AI, and where the energy transition is headed.
🎧 Listen here: auroraer.com/resources/en...
🔋 Halcyon Curated Alert: Battery Forecasts
This alert tracks formal battery and BESS forecasts across the U.S. — including projections on deployment, costs, penetration, performance, and technology types.
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⚛️ Halcyon Curated Alert: Nuclear Fusion
Tracks where nuclear fusion shows up in filings — from cost and tech pathways to companies involved.
If a utility or developer is seriously considering fusion, you’ll see it.
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lnkd.in/g7f7ZKmZ
Halcyon Curated Alert: Wildfire Mitigation Plans 🔥
Monitors wildfire mitigation plans and related filings that affect grid safety, reliability, and utility operations — particularly relevant for fire-prone regions.
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Halcyon Curated Alert of the Day: Thermal Energy Networks (TEN)
Surfaces key developments related to TEN, pulling insights from filings, pilot projects, policy signals, and deployment approaches into clear, scannable highlights.
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Halcyon Curated Alert: Winter Storm Fern
Captures the impacts and recovery from Winter Storm Fern, including effects on prices, outages, system costs, and regulatory responses reflected in filings.
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At #CERAWeek2026, Alex Klaessig will share Halcyon’s story and what AI really means for energy
Halcyon | AI — Existential Threat or Unfair Advantage?
Mar 25 • 9:20am • Pod 1
Let us know in the comments if you’ll be around, we’d love to see you!
More detail here: www.ceraweek.com/en/program/h...
New Halcyon Curated Alert: Green Tariffs
Flags when utilities offer customers renewable energy through tariffs or riders. Highlights the program name, utility, customer eligibility, and how renewable energy or RECs are treated.
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