Halcyon
@Halcyon
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AI co-pilot to help energy executives find alpha ⚡️
San Francisco
Joined March 2007
Honored to have our very own @NatBullard featured on Plain English with @DKThomp - check it out!💥
New pod: A one-hour masterclass on global energy trends, with @NatBullard Every year, I find Nat's decarbonization deck to be the single best one-stop source on US and intl'l energy trends. LISTEN HERE: Episode summary in 4 charts 1. The rising fossil fuel mountain 2. Solar is unstoppable 3. Yes, there was a 2021/22 "bubble" in ESG rhetoric and "sustainability" investment 4. AI is coming. Watch out.
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Our very own @NatBullard's annual #decarbonization presentation is here. Halcyon is honored to have been the source for some of the data sprinkled across 200 slides of raw, uncut data. Check it out 👇
My annual decarbonization presentation is here. 200 slides, covering everything from water levels in Lake Gatún to sulfur dioxide emissions to ESG fund flows to Chinese auto exports to artificial intelligence. Link in reply
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We’re introducing new controls to help you customize Halcyon Alerts, including the ability to filter content based on Topics (like #datacenters or #Wildfires) & to control Alert frequency! Check out @NatBullard 's take & sign up for Alerts here: �
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Did you know Virginia’s 300+ data centers consume as much power as entire states like Massachusetts (or Iowa, or Colorado)? But, top experts aren't very confident about Virginia's future #datacenter growth. @NatBullard examines why 👇
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""Almost 600,000 people invest $200 billion a year, receive $500 billion in revenue, and operate a $2 trillion machine that provides our essential #energy" - @NatBullard Check out our latest "Bright Lights and Big Numbers"
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Will #AI and data centers really lead to that much more electricity demand? @NatBullard examines: Check out ⚡Data Center Theory and Practice ⚡
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Last week, @SSteyer41 dove into utility IRPs and rate cases. This week, we’re back with some examples of how we’re making the valuable info contained with more accessible ⚡️ Check it out:
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Utility IRPs and rate cases are a goldmine. They’re just really, really hard to read. @SSteyer41 breaks down the problem and the opportunity for #AI to help. Check it out 👇
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There's a lot of concern about how much #energy demand #AI and data centers will put on the world's electrical grids. But there's not nearly as much worry about grid stress from electric vehicle demand🤔 @SSteyer41 examines if it's warranted 👇
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We🤔a lot about how to improve the info discovery experience for #energy transition data @NatBullard posits "constraining a search to a purposefully bounded set of information is more powerful than searching through everything, everywhere." Check it out:
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