Texas has plenty of energy stories. The harder part is finding the signal through the noise of endless filings. That is why Nat Bullard’s new venture, Halcyon, matters. It turns piles of ERCOT and PUC dockets into something manageable. It’s AI that makes dense regulatory filings sortable and understandable.
Meanwhile, Nat’s annual presentation has become must-read material for anyone trying to understand what’s happening in the world of energy: the market forces, capital shifts, and technologies driving global change. He looks at macro trends like EV adoption, clean-tech capital flows, global cost curves.
We talked about one of the main takeaways from this year’s edition: China’s dominance in EV manufacturing and exports
We also talked a lot about a recent study Halcyon did with GridLab to quantify the rapidly escalating costs of gas turbines. I asked what his biggest takeaway from compiling that research:
