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Satchwell, Andrew

Publications and source records attributed to Satchwell, Andrew.

Developing energy flexibility in clusters of buildings: A critical analysis of barriers from planning to operation

This paper examines building energy flexibility at an aggregated level and addresses the main barriers and research gaps for the development of this resource across three design and development phases: market and policy, early planning and design, and operation. We review methodologies and tools and discuss barriers, challenges, and opportunities, incorporating policy, economic, technical, professional, and social perspectives. Although various legal and regulatory frameworks exist to foster the development of energy flexibility for small buildings, financing mechanisms are limited with a significant number of perceived risks undermining private investment. For the early planning and design phase, planners and designers lack appropriate tools and face interoperability challenges, which often results in insufficient consideration of demand response programs. The review of the operational phase highlighted the socio-technical challenges related to both the complexity of deployment and communication, as well as privacy and acceptability issues. Finally, the paper proposes a number of targeted research directions to address challenges and promote greater energy flexibility deployments, including capturing building demand side dynamics, improving baseline estimations and developing seamless connectivity between buildings and districts.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

A Snapshot of EV-Specific Rate Designs Among U.S. Investor-Owned Electric Utilities

EV-specific electric utility rates have a profound effect on the underlying economics motivating EV adoption. State utility regulators and electric utilities play a critical role in approving and designing rates, respectively. However, the nascence of the EV industry has resulted in regulators’ and utilities’ having very limited experience with EV-specific rate designs. This suggests there could be substantial benefit from efforts intended to provide a better understanding of how EV-specific rates are designed presently in the United States. To meet that need, Berkeley Lab researchers, with support from E9 Insight, developed a database of piloted, proposed, and offered rates among U.S. investor-owned utilities (IOUs) between 2012 and 2022. The database is comprised of 217 electric utility retail rates from IOUs in 38 states and the District of Columbia that either required proof of EV ownership or were otherwise designed for the purposes of reselling energy for use in EV charging (i.e., EV-specific rates). The analysis of the database identifies the EV-specific rate designs currently observed, infers a number of policy-driven objectives, and suggests a number of next steps for future research.

33 ADVANCED PROPULSION SYSTEMS↗

The bill alignment test: Identifying trade-offs with residential rate design options

The proliferation of smart meter data allows the application of new analytic methods to inform regulatory deliberations. The bill alignment test (BAT) method, which compares the costs allocated to each residential customer with their electric bill, is introduced to help regulators consider how a proposed rate design balances various regulatory criteria. The BAT requires an explicit statement of preferences by policymakers or stakeholders and choices about allocating residual costs unassociated with customer-level causality. The BAT is applied to more than 35,000 smart-meter customer load profiles to assess the trade-offs associated with proposed rate designs. Here this example demonstrates the impact of residual cost allocation preferences and tariff design choices on proposed tariff evaluation.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Assessing the Current State of U.S. Energy Equity Regulation and Legislation [Slides]

This report examined state energy equity actions from January 2020 to July 2022. Lawrence Berkeley National Laboratory and Pacific Northwest National Laboratory partnered with E9 Insight to screen executive, legislative, and regulatory actions focusing on energy equity. A total of 95 actions were identified across 22 states and Washington, DC. Energy equity was most associated with resource planning, decarbonization, and energy efficiency regulatory focus areas. States tended to focus on distributive and procedural justice tenets over recognition and restorative justice tenets. The review also suggested that energy equity metrics are in nascent stages; most outcomes identified in equity actions did not have corresponding metrics. Affordability and energy burden were identified as metrics in multiple cases and appeared in several different forms.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Quantifying the Financial Impacts of Electric Vehicles on Utility Ratepayers and Shareholders [Slides]

Widespread electric vehicle (EV) adoption is critical for meeting economy-wide decarbonization goals and, as a result, states are considering enabling policies and rate designs to accelerate EV deployment. EVs can provide possible financial upside to electric utilities and ratepayers in several ways. For example, from the utility perspective, EVs could drive increased electricity sales and new earnings opportunities through increased capital investments. From the ratepayer perspective, increased electric loads from EVs could reduce average all-in retail rates. The degree to which there are net benefits or costs to shareholders and/or ratepayers depends on how EVs are integrated and managed through enabling grid investments and charging strategies. Using Berkeley Lab’s Financial Impacts of Distributed Energy Resources (FINDER) model that mimics the electric utility investment planning and ratemaking processes, we estimate the utility earnings and customer rate impacts of EVs using a bookend approach of “managed” (i.e., best case) and “mismanaged” (i.e., worst case) charging strategies for a generic summer-peaking, investor-owned, and vertically integrated utility. The analysis also examines the sensitivity of results to different assumptions of EV deployment characteristics, EV impacts on retail electricity sales, incremental distribution system costs, EV charging location, and utility EV enablement costs (i.e., utility costs to invest in EV charging, controls, and communication to deliver and administer EV programs). The results are intended to inform EV policies and deployment strategies that maximize utility system benefits and minimize ratepayer costs.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Assessing the Current State of U.S. Energy Equity Regulation and Legislation [Slides]

This report examined state energy equity actions from January 2020 to July 2022. Lawrence Berkeley National Laboratory and Pacific Northwest National Laboratory partnered with E9 Insight to screen executive, legislative, and regulatory actions focusing on energy equity. A total of 95 actions were identified across 22 states and Washington, DC. Energy equity was most associated with resource planning, decarbonization, and energy efficiency regulatory focus areas. States tended to focus on distributive and procedural justice tenets over recognition and restorative justice tenets. The review also suggested that energy equity metrics are in nascent stages; most outcomes identified in equity actions did not have corresponding metrics. Affordability and energy burden were identified as metrics in multiple cases and appeared in several different forms.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Making Grid-interactive Efficient Buildings a “Win” for Both Customers and Utilities

Buildings account for more than 70% of U.S. electricity use and at least one-third of U.S. economy-wide CO2 emissions. Changing the timing and overall amount of electricity consumption in buildings would significantly reduce energy costs to consumers and facilitate the transition to a decarbonized economy. Grid-interactive efficient buildings (GEBs) incorporate energy efficiency, smart technologies, and active use of distributed energy resources (DERs) to provide these benefits. As the link between the customer and the power system, utilities are central to widespread deployment of GEBs. Yet, despite the significant cost savings and operational benefits of GEBs for utilities, deployment has remained limited. This paper explores emerging models for enabling utilities to facilitate GEB adoption. Building off foundational research conducted to develop the U.S. DOE’s A National Roadmap for Grid-Interactive Efficient Buildings, we describe the most novel recent examples of ways in which utilities and regulators have made demand-side innovation a win for both the customer and the utility. Emerging concepts include: (1) performance incentive mechanisms to align GEB deployment with utility financial motivations, (2) the use of subscription pricing (i.e., fixed monthly bills) to promote load flexibility and energy efficiency, (3) rate-basing utility-controlled behind-the-meter assets, and (4) coupling energy efficiency and load flexibility with electrification proposals to ensure that customer benefits are maximized. The paper concludes with a discussion about prospects for widespread GEB deployment and utilization by utilities, and how to scale efforts.

Satchwell, Andrew↗

Assessing the Interactive Impacts of Energy Efficiency and Demand Response on Power System Costs and Emissions

Utilities are increasingly interested in integrating energy efficiency (EE) and demand response (DR) measures and technologies (as well as other distributed energy resources) as a strategic approach to improve their cost-effectiveness and performance. However, the specific EE and DR features that may be best integrated, the interplay between changing EE and DR resource potential, and resulting utility system impacts are not well understood. We quantify the impacts of EE and DR in isolation and in combination on bulk power system costs and emissions based on changes in generation expansion, transmission expansion, and dispatch patterns. The study methodology mimics utility resource planning and uses more novel techniques to select least-cost generation and transmission capacity from supply-and demand-side resources, as compared to more commonly used utility approaches that only consider supply-side resources. The results identify key EE and DR characteristics affecting each other’s power system value and the most valuable technologies and strategies that can be jointly deployed. We discuss implications for EE and DR cost-effectiveness frameworks, program design, and integrated resource planning.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Valuing Residential Energy Efficiency: Analysis for a Prototypical Southeastern Utility [Slides]

The increasing amount of variable renewable energy resources and shifts towards more end-use and vehicle electrification suggests profound changes to power system planning and operation. Specifically, renewable energy is expected to shift net peak demand from late afternoon to early evening and end-use electrification may significantly increase winter peak demand. Residential energy efficiency is likely to align well with these shifts as it tends to produce savings in the early evening (e.g., from lighting measures) and coincident with heating loads (e.g., from envelope and space conditioning measures). Despite the opportunity to decrease system costs and emissions, residential energy efficiency is often limited by static valuation methods and its economic potential is considerably less than its technical potential. Using hourly residential energy efficiency characterizations, utility program cost data, and a capacity expansion model, we estimate the benefits of residential energy efficiency for a prototypical, summer-peaking utility in the Southeastern region. We first establish the cost-effective residential energy efficiency portfolio through “competition” with supply-side resources in a forward-looking capacity expansion model. Importantly, we then evaluate several scenarios intended to drive an increasing amount of cost-effective residential energy efficiency through measure cost reductions, increased customer adoption, policy goals (e.g., carbon price), and delivery of an integrated package of measures. The results quantify total system cost and emissions reductions, fossil-fuel plant retirements, and peak demand reductions. Results suggest the design and prioritization of policies and programs to access the untapped amount of cost-effective residential energy efficiency.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

EV Retail Rate Design 101

Electric vehicle (EV) adoption has increased significantly over the past several years. More than 640,000 light-duty plug-in EVs were sold in the US in 2021, which was more than twice the number sold in 2020. Driven by existing state and federal financial incentives as well as increased choice in electric models, EVs are popular among car buyers and now account for more than 1-in-10 of all light- duty vehicles sold in the US. At the state-level, total California EV sales recently passed one million, while New York, Washington, and Florida each have more than 100,000 total EVs on the road.

33 ADVANCED PROPULSION SYSTEMS↗