Halcyon

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 15, 2026 by Nat Bullard · said 9 times in 5 episodes since 2025 · across every show →

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brought up most by Shayle Kann (9)

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2026 4 mentions in 2 episodes 2 per episode
2025 5 mentions in 3 episodes 2 per episode

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Everything said about Halcyon, oldest first

Jan 15, 2026 negative
Assertion Supported
Bullard: Planned combined-cycle gas plant capital costs will double by 2030
“You know on the order of, like, more than a 160 active plants, like close to about 80 gigawatts worth of actual capacity, in which the cost of a combined cycle has doubled. Like, twenty-twenty-six deliveries, things that are gonna come online this year, are in…”
Nat Bullard Jan 15, 2026 ▶ 25:26 2026 trends: Gas turbines, Texas’ load queue and China electrifies
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