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Halcyon Rate Case Tracker

Track key metrics from the 100 largest investor owned utility (IOUs) rate case proceedings.

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Overview

The Halcyon Rate Case Tracker is not a management tool but an intelligence platform that follows rate case dockets filed with electricity commissions, with a focus on return on equity (ROE). Using AI, Halcyon's analysts research and extract data from dockets of the largest Investor Owned Utilities (IOUs). The platform provides data points such as requested vs. authorized ROE, case timelines, and links to final orders, allowing utilities, investors, and consultants to benchmark filings and analyze trends.

✨ Key Features

  • Rate Case Docket Tracking
  • Return on Equity (ROE) Analysis
  • AI-powered Data Extraction
  • Benchmarking against Peer Utilities
  • Access to Docket Filings and Orders
  • Trend Analysis

🎯 Key Differentiators

  • Uses AI to search and extract data from dockets.
  • Focuses specifically on rate cases and return on equity.
  • Provides direct links to source documents and AI-generated profiles.

Unique Value: Provides data-driven insights and competitive intelligence on utility rate cases, allowing stakeholders to benchmark filings, analyze trends, and strengthen their regulatory strategy.

🎯 Use Cases (4)

Benchmarking a utility's rate case filing against peer outcomes to strengthen regulatory positioning. Gaining insight into trends in authorized and requested ROEs for investors. Monitoring precedent in ROE decisions for law firms and consultants. Identifying emerging patterns in ROE methodologies to advise on rate case strategy.

✅ Best For

  • Tracking over 100 rate cases from the largest IOUs.
  • Extracting over 20 specific data points from each docket, including filing dates, decision dates, and test years.
  • Providing direct links to Halcyon's AI-generated Docket Profile Pages and final order documents.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Organizations that need to manage the internal workflow of creating a rate case
  • Users looking for a financial modeling or document collaboration tool

🏆 Alternatives

S&P Global Market Intelligence Regulatory Research Associates (RRA) Filing analytics services

Offers a more focused and potentially more automated approach to tracking rate case data compared to broader market intelligence platforms or manual research.

💻 Platforms

Web

🛟 Support Options

  • ✓ Email Support

💰 Pricing

Contact for pricing
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