What if the biggest bottleneck in America’s clean energy transition isn’t technology… but information? In this episode, we sit down with Nat Bullard, co-founder of Halcyon, to explore how AI and machine learning are revolutionizing the way energy policy data is accessed and used. Nat explains how his lifelong passion for organizing complex systems has led to a career dedicated to decoding the regulatory chaos of U.S. energy markets. You’ll hear how his team tackles the “hairball” of unstructured data locked in outdated state-level systems and makes it useful for developers, utilities, and investors alike.

We also dive into the real-world applications of Halcyon’s tools, from tracking the true cost of natural gas power plants to unlocking opportunities created by surging energy demand from data centers and hyperscalers. Nat shares how Halcyon’s data tools reduce “shoe leather costs,” speed up decision-making, and help navigate a dynamic market. Whether you’re curious about public utility commissions, fascinated by AI in infrastructure, or seeking clarity on energy economics, this episode is packed with insights into where the energy sector is headed.

What You’ll Learn in Today’s Episode:

• How Halcyon uses AI to make energy regulation data useful.
• Why state-level systems create bottlenecks for developers.
• What it means to “harmonize” public regulatory data.
• How legacy systems slow down clean energy deployment.
• The true cost of natural gas plants vs. industry assumptions.
• What “shoe leather costs” are and how to reduce them.
• The rise of large-load electricity customers like data centers.
• Why some industries are cost-sensitive while others are not.
• How new demand is reshaping U.S. energy strategy.

Resources in Today's Episode:

• Nat Bullard: LinkedIn | X | Website
• Halcyon
• Our World in Data
• Hugging Face
• Steel for Fuel blog
• The Worlds I See by Dr. Fei-Fei Li
• How Solar Energy Became Cheap by Gregory F. Nemet
• The Box by Marc Levinson
• Gareth Evans: LinkedIn
• Dan Roberts: LinkedIn
• VECKTA: News

You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/bdffvhc7

Global energy volatility is no longer just a geopolitical concern; it's a direct risk to your bottom line. Let's discuss how tensions around the Strait of Hormuz impact fuel and electricity prices worldwide, and why now is the critical moment to rethink your energy strategy for profitability and resilience.

Listen in as we cover the economic ripple effects triggered by disruptions in oil and LNG shipping lanes, the surprising correlations between oil and natural gas prices during global crises, and how businesses can shield themselves through onsite renewable solutions and electrification. Because in today’s energy landscape, adaptability isn’t optional—it’s a competitive advantage.

What You’ll Learn in Today’s Episode:

• How disruptions in the Strait of Hormuz impact global fuel prices and inflation.
• Why fossil fuel volatility is a direct business risk, not just a geopolitical issue.
• The link between LNG exports and rising electricity prices in the U.S.
• How EVs, heat pumps, and renewables could cut fossil fuel imports by 70%.
• Why onsite solar + storage is a hedge against inflation and volatility.
• What CFOs and COOs need to consider when planning for energy resilience.
• How leading companies are locking in long-term value with electrification strategies.

Resources in Today's Episode:

• Gareth Evans: LinkedIn
• Dan Roberts: LinkedIn
• VECKTA: News
• Ep 89: A New Suite Of Solutions For The New World: Our Talk With Ember’s Kingsmill Bond On Electrotech And Energy Security

You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/yrt94xrs

The pace of policy change is accelerating, and if you're in the energy space, you can't afford to fall behind. Let’s break down the latest legislative shifts shaking up the U.S. energy landscape from Texas to Washington and what they mean for onsite energy projects, investor confidence, and the future of distributed energy.

Listen in as we cover the highs and lows of recent state and federal bills, including the surprising defeat of three anti-renewable proposals in Texas, the potential of SB 1202 to dramatically cut soft costs, and the razor-thin passage of the so-called “Big Beautiful Bill” in Congress.

What You’ll Learn in Today’s Episode:

• Why Texas’ attempt to curb renewables failed.
• How SB 1202 could slash permitting timelines and soft costs.
• The key provisions (and limitations) of the “Big Beautiful Bill.”
• What tight timelines mean for your access to federal tax credits.
• Real-world case studies: When energy projects still pencil out without the ITC.
• Why soft cost reductions may be the industry’s biggest opportunity.
• How rising utility rates make behind-the-meter systems more attractive than ever.

Resources In Today's Episode:

• Gareth Evans: LinkedIn
• Dan Roberts: LinkedIn
• VECKTA: News

You can view a video of the conversation on VECKTA's website here: https://tinyurl.com/m54aau6c