Hardware Podcasts

Fresh intel from state utility regulatory filings

Catalyst · 3 Jul 2025 · 36m

What this episode covers

Nat Bullard, co-founder of Halcyon, joins host Shayle Kann to analyze state utility regulatory filings, revealing how massive data center interconnection requests are overwhelming small utilities like Duquesne Light and Rappahannock Electric Cooperative. Bullard highlights that new gas plant costs have doubled to approximately $2,400 per kilowatt, while smaller utilities face sharp rate hikes, such as a 21.5% increase by the Village of Glugno Electric Light Department in Vermont. The conversation explores the tension between data centers and traditional industrial loads, the risk of rising retail electricity rates, and the potential for energy efficiency and distributed energy resources to mitigate these costs.

Most relevant to

early-stage companies

Topics

Mentioned

Companies
Halcyon, Duquesne Light, Rappahannock Electric Cooperative, Nucor, Village of Glugno Electric Light Department, Great River Utility Operating Company, Antora, Otter Tail, NextEra, Energy Hub

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