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At least 235 records · Page 13

Power System Resilience Metrics Augmentation for Critical Load Prioritization

One of the major goals of new grid operation regimes, such as transactive energy systems (TESs), is to make the power grid more resilient to withstand natural or man-made disasters and potential reliability events, and to continue to serve the maximum number of its customers. But it is a well-known fact to system operators that not all customers are the same. This implies that any discussion of TESs’ impacts on the resilience of the power system should consider the needs of its critical customers (such as the power system operation centers, fire and police stations, and hospitals) over those of other customers. When evaluating the resilience of the system, bonus points must be awarded to any system that could maintain its power supply to critical customers during a disturbance that may cause an outage. This report discusses critical infrastructure (CI) as found in the literature and then categorizes it based on the field to which the operations belong (such as human life/safety-related, operations management, necessary city operation, industrial customers, etc.). Each of these CI categories is further divided into types of critical customers (e.g., the human life/safety-related category has different types of customers like hospitals, fire and police stations, etc.). The entire demand of each of the critical customer types is not categorized as critical load (CL); instead, only a portion of the total load of these critical customers is characterized as critical load. This is done based on the categories of equipment, the function of which is crucial in the operation of the overall facility. CL categorization is performed to provide the ratio of the critical load portion to the overall load , so that it can serve as a parameter in the resilience evaluation of the grid through a metrics-based approach. Such categorization is important as it helps to augment the existing quantifiable resilience metrics with CL categorization. The metrics for a power system need to not only consider how well a system performed during a disturbance event, but also how it reduced strain and supplied power to its CLs. The first step in this process is characterize CLs in the system. After CL characterization, the next step is the inclusion of these loads in the resilience metrics. To that end, in this report weight-based augmentation of resilience metrics is proposed, where certain customers (the ones that are categorized as critical) are assigned higher weights than others. Though an overview of assigning weights to customers is discussed, there is no one-size-fits-all approach for every power system. The decisions made about assigning such weights to customers vary greatly from one operator to another, based on their unique systems and the current and predicted states of critical customers. This decision-making can include the type of disturbance event, which might only affect certain parts of the system. In general, analyzing critical customers before an event helps understand system vulnerabilities. It also helps in planning and conducting operations during the event, evaluating system performance after the event, and supporting better planning for future events. An alternative to the current practices of managing the grid for outages is an innovative TES, which has the potential to provide a platform for including distributed energy resources for managing CLs. This report also describes how TES qualities can help (1) to maintain power supply to critical customers for uninterrupted operations and (2) to restore lost power supply to the critical customers rapidly.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Progressing Analysis of Variable Electric Rates (PAVER) Study

The Progressing Analysis of Variable Electric Rates (PAVER) study analyzed the impact of a range of time-varying electric rates on the performance of a regional electric grid and the resulting costs for participating and non-participating customers. This analysis leveraged and extended the work of PNNL’s Distribution System Operator with Transactive (DSO+T) study. Five different rate designs were included: a flat volumetric energy charge, a typical Time of Use (TOU) rate, a dynamic energy (DE) rate (based on wholesale locational marginal prices), a dynamic energy and capacity (DE+C) rate, and, finally, a Block and Swing (B&S) rate that billed customers based on their average load profile at constant pricing, but used the DE+C dynamic price for load deviations from their average profile. These rates were analyzed in a large-scale co-simulation of an entire regional grid with a customer population representative of the current state. A large fraction (80%) of residential and commercial customers were assumed to participate in these time-varying rates with automatically controlled HVAC, water heaters, electric vehicles, and batteries. This study assumed no industrial sector participation. The DE and DE+C rates saw system peak loads reduced by 6-7%, while the large participation in the TOU rate case saw a significant rebound effect and a resulting peak load increase of >5%. The impacts to the annual and peak system demand impacted system wholesale prices and the overall grid operating costs. This cost structure determined the revenue needed to be collected from customers by each rate design. Participating customers on the DE and DE+C rates (located in one of the modeled DSOs) saw reductions in average annual electricity bills of 11-17% with average increases in monthly bill variation of no more than 13%. At such high participation levels, TOU customers saw 10% higher average annual bills (due to system-wide rebound effects) and average increased monthly bill variation of 16%. Residential owners of large flexible loads (such as electric vehicles) saw larger bill savings (17-20%) when on a fully dynamic rate. The presence of on-site generation (such as rooftop solar) did not appear to appreciably change customer outcomes. Customers on the Block and Swing rate did see 6% lower monthly bill variation (as intended) than the flat rate case, but at the expense of appreciable bill savings, which were only 3%, comparable to the savings seen by non-participants. Given this finding we recommend that additional research be conducted into how best various bill protection mechanisms can balance minimizing customer bill variation with providing financial incentives commensurate with the flexibility customers provide. We also recommend that customer outcomes be explored across a range of regions using current actual customer and system cost data.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Evaluating the Impact of Residential Solar Contract Cancellations in the United States

The residential solar photovoltaic (PV) market in the United States is growing, despite frequent customer cancellations. Contract cancellations result in lost time and costs that must be borne by installers, often in the form of higher "soft costs" (i.e., non-equipment costs). These costs are often passed on to customers who successfully install PV systems. To date, few studies have attempted to estimate national cancellation rates or model the impacts on installed system costs. In this report, we utilize an installer-provided dataset of 199,665 residential PV-only projects representing about 10% of U.S. installs each year from 2017-2019. With this data, we evaluate cancellation rates and trends from contract signing to install. Next, by leveraging NREL's soft cost model for residential solar, we estimate installer spending through each phase of the pre-install process. Applying our findings on cancellation timelines and rates, we then estimate the potential cost impacts to successful installs from contract cancellations. Our work suggests that the rates and impacts of contract cancellations have been previously underestimated. Namely, we find that cancellations/unsuccessful project are; more common than previous estimates suggest; occur earlier in project timelines, though a significant number happen even after permit/ATB approvals; and contribute significantly to customer acquisition and other soft costs. We also find that cancellation do not appear to be driven by review delays in permitting and interconnection applications.

14 SOLAR ENERGY↗

Bill Savings vs. Backup Power: Evaluating operational tradeoffs for home solar+storage systems [Slides]

This study explores tradeoffs between the use of home solar+storage systems for backup power versus day-to-day utility bill savings. The study focuses specifically on the “reserve setting” available with most home battery storage systems, which allow the customer to maintain some minimum level of storage in reserve in case of an unforeseen power interruption. The more capacity that is held in reserve, the greater the customer’s ability to ride-through possible power interruptions, but less capacity is then available to manage utility bills on a day-to-day basis. This study evaluates this operational tradeoff across a diverse set of locations and residential electricity tariff structures, relying on Berkeley Lab’s PRESTO model to stochastically simulate power interruption events, and exploring a range of sensitivities, including variations in customer value of lost load (VoLL), interruption frequency, and other key drivers. The results show that, in most circumstances, the opportunity cost of holding storage capacity in reserve, in terms of foregone bill saving, tends to outweigh any gains in reliability value associated with mitigated power interruptions. This finding is robust across tariff structures and across most of the sensitivities considered, including those related to rate level, customer load level, and storage sizing. There are a limited set of circumstances where raising the reserve setting improves the overall customer value (comprised of bill savings plus reliability value). Specifically, that exception occurs when all of the following conditions apply: (a) the customer resides in a location with exceptionally poor reliability, (b) the customer has exceptionally high VoLL; (c) the customer is on a net billing rate or on a TOU rate that allows grid discharging but not grid charging; and (d), depending on the location, the price arbitrage differential on that rate is relatively small. In all other circumstances analyzed, total customer value declines with reserve level.

14 SOLAR ENERGY↗

Techno-Economic Analysis of Data-Driven and Transactive Approaches for Resilience Enhancement

As extreme weather events lead to more frequent power outages, understanding and enhancing grid resilience is critical to mitigating economic losses and non-energy impacts from service disruptions. Here, this study introduces a novel techno-economic analysis framework for evaluating resilience enhancement mechanisms. The framework combines grid response modeling with a co-simulation approach and valuation methodology to provide a comprehensive assessment. We apply this framework to a realistic case study of the Texas grid during Winter Storm Uri in February 2021. Two advanced resilience strategies are analyzed: a data-driven rolling outage mechanism and a transactive energy (TE) based allocation scheme. The rolling outage scheme selectively serves customers based on real-time curtailment needs, while the TE scheme allows customers to trade energy allocations according to their preferences. Our findings show that both the rolling outage and TE schemes significantly outperform conventional methods (i.e. controlled outages) by reducing the amount of energy not supplied to customers by 41% and 64%, respectively. These approaches also enhance flexibility and customer satisfaction, while improving energy utilization for greater resilience. Additionally, they maintain thermal comfort about 3.5 times better and substantially lower customer risk exposure. A key contribution of this study is addressing both utility and customer perspectives while considering both energy and non-energy impacts. The techno-economic analysis indicates that implementing these resilience enhancement strategies would incur an additional 1.1Bto1.6B in utility costs but has the potential to avoid 17.3Bto18B of customer losses as compared to existing solutions, thereby underscoring the value of investing in advanced resilience, as it provides significant societal benefits to customers.

42 ENGINEERING↗

Design trade-offs for residential retail tariffs and virtual power plants

Retail rate design and virtual power plants (VPPs) have the potential to shift customer electricity demand and provide economic benefits to utility customers. As the adoption of distributed energy resources (DERs) and flexible loads increases, retail tariff and program design can impact Bonbright's rate design principles including affordability, fairness, and economic efficiency. We model the effects of residential retail rates and VPP programs on power system costs in Massachusetts under a potential future system with high renewable energy and DER adoption. We model interactions among retail rate design, demand flexibility, and utility costs and identify trade-offs across different rate designs and VPP programs. We estimate that time-of-use (TOU) rates and VPP programs designed to avoid critical peak rates can lower overall system costs by 3.5 %-4.8 %. These lower costs translate to lower electricity bills for 62 %-91 % of customers, depending on the scenario. Although TOU rates with a critical peak VPP program can benefit all customer segments and are economically efficient, a VPP program with flat rates leads to the lowest overall bills for customers. We find that customers with loads that align with peak demand and who participate in critical peak VPP programs can underpay for their contribution to utility costs and shift costs to other customers. While our assumptions about mandatory TOU and/or critical peak pricing likely impact the magnitude of the results, the results highlight the trade-offs of these tariffs and programs and the importance of tariff and program design as demand becomes more flexible and responsive.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Valuing Resilience for Microgrids: Challenges, Innovative Approaches, and State Needs

The United States depends on the delivery of reliable, affordable, clean, and safe electricity. Electric utilities invest billions of dollars each year in generation, transmission, and distribution assets to meet this need. However, experiences with recent natural disasters of increasing frequency and duration demonstrate the shortcomings of this approach in the face of modern threats. Further, as customers rely on electricity for a broader range of important needs, such as transportation, as well as critical life-saving services and mission critical facilities such as water treatment, medical care, shelters, telecommunications, and more, the need to minimize the likelihood and impacts of outages grows. Against this backdrop, resilience has emerged as a key consideration to guide electricity spending, whether from utilities, customers, or taxpayers. Although reliability has been defined and measured for decades with broadly accepted metrics that measure how many customers lose power and at what frequency and duration, resilience considers the electricity system’s response to a disruption and its subsequent impacts on customers. Developing tools and methods to accurately assess the costs and benefits of resilience investments is a critical step toward the goal of mitigating the impacts of outages on customers and society. Today, electric system resilience is largely treated as an externality due to challenges estimating the costs of long-duration outages, impacts of outages on society, and increasing reliance on electricity for a growing set of interdependent services. These interdependencies include the water, wastewater, telecommunications, natural gas, and health sectors. Without knowing how much a given resilience investment will benefit customers or society more broadly, investors, policymakers, and regulators are less likely to make or approve such investments, and less able to prioritize those investments. State Energy Offices and public utility commissions (PUCs) lead the development of state-level energy policy and utility regulation, respectively, and each has interests in encouraging appropriate public and private investments in resilience. To this end, the National Association of State Energy Officials (NASEO) and National Association of Regulatory Utility Commissioners (NARUC), with the support of the U.S. Department of Energy (DOE) Office of Electricity (OE), formed a joint Microgrids State Working Group to explore the costs and benefits of microgrids, barriers to broader deployment of microgrids to meet resilience and other objectives, and policy and regulatory strategies to optimize investments in resilience, including but not limited to microgrids. Although no universally accepted valuation tool for resilience exists, National Laboratories, utilities, researchers, and state and federal agencies have collaborated to develop, apply, and improve a number of approaches to quantify resilience, several of which are still in progress at the time this report is published. This report seeks to share these important advances by discussing current definitions of resilience (Section 1), how microgrids are defined and used to meet resilience objectives (Section 2), new approaches to valuing resilience (Section 3), steps State Energy Offices and PUCs have taken to further resilience valuation efforts (Section 4), and finally, considerations and suggested next steps for State Energy Offices and PUCs (Section 5). Relevant examples of specific microgrid projects and resilience valuation efforts are included throughout the report. While this report is written specifically for NASEO and NARUC members, it may be useful for utilities, local governments, and individual customers interested in improving the way public and private dollars are spent to achieve resilience outcomes.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Development of an Energy Services Interface for the EGoT

The Energy Services Interface (ESI) is a set of rules that ensure private, secure, and trustworthy information exchange between Grid Service Providers (GSPs) and utility customers. Large-scale adoption of Distributed Energy Resources (DERs) will be necessary for GSPs to dispatch effective grid services, and to stimulate technological innovations in DER and DERMS (DER Management Systems) technologies, as well as novel grid service programs. The ESI promotes these objectives by advancing a set of rules and interoperability requirements that define bi-directional, service-oriented, logical interfaces between GSPs and customers’ DERs, with expectations for privacy, security, and trust. The ESI rules and interoperability requirements establish boundaries between customers and GSPs that delineate the functions and responsibilities that must be implemented by the developers of Energy Grid of Things (EGoT) ecosystem products. These rules impose constraints on the implementation of a DERMS. The ESI interoperability requirements are based on the Interoperability Maturity Model (IMM), developed by the Grid Modernization Laboratory Consortium. By emphasizing private, secure, and trustworthy information exchange, and by mandating a service-oriented and interoperable architecture, the ESI promotes the development of an EGoT ecosystem that motivates customer participation and technological innovation. Interoperability will encourage innovation by reducing barriers to entry and increasing confidence of stakeholders. Customers will be willing to participate in DER service programs that establish trust and emphasize customer choice. Large-scale customer participation ensures GSPs have ample DER resources to provide grid services that have significant impact on grid reliability and reduce electricity cost for consumers. This in turn signals economic opportunities that encourage innovation, resulting in the development of a robust EGoT ecosystem.

24 POWER TRANSMISSION AND DISTRIBUTION↗

LANL Meteorology Program Self-Assessment 2025 Update

The LANL Meteorological (Met) Program has been subject to several external reviews over the past 19 years. The DOE Meteorological Coordinating Council (DMCC) conducted an initial Met Program Site Assist Visit (SAV) in August 2006 (DMCC 2006). A follow-up SAV in August 2015 assessed progress (DMCC 2015), and in June 2023, the DOE Meteorological Subcommittee (DMSC), successor to the DMCC, conducted a second follow-up SAV (DMSC 2023), in which the Met Program was evaluated relative to the following 8 high-level questions: • What is the state of the meteorological services provided to its customers? • What is the quality of meteorological data provided to its customers and is it adequate and available to meet all customer needs? • What is the quality of atmospheric transport and diffusion modeling provided to its customers and is it applicable to complex wind flow patterns at LANL? • Are the current and future meteorological service customers being serviced appropriately? • Are there adequate human resources to meet present and future program customer needs and are they being appropriately leveraged? • Are existing instrumentation, facilities, and systems adequate to meet present and future customer needs? • Are LANL meteorological services conducted in an efficient, cost-effective manner? • Is meteorological data used to ensure safety & health of LANL personnel? More specific evaluations were performed relative to 23 performance objectives extracted from the ANSI/ANS-3.11- 2024 national standard and 14 separate performance objectives associated with consequence assessment and atmospheric transport and diffusion modeling in the consequence assessment element of DOE G 151.1-1B. In 2023, the DMSC SAV Team also reviewed the status of each of the 18 remaining recommendations from its 2015 SAV. Based on this review, DMSC stated in its Exit Briefing that the LANL meteorological program has gotten much stronger and more robust since 2015 and now represents one of the better managed programs within the DOE complex.

54 ENVIRONMENTAL SCIENCES↗

Development of an Unmanned Mobile Current Turbine Platform: Preprint

The design and development of a prototype unmanned mobile floating platform, equipped with a custom low-flow marine current turbine for autonomously seeking and harnessing tidal/coastal currents is described. The platform is an unmanned surface vehicle in the form of a catamaran with two electric outboard motors and capabilities for autonomous navigation. An undershot water wheel, aided by a custom flow concentrator, has been selected as the basic design for the marine current turbine, which is mounted on the stern of the unmanned surface vehicle platform. The concept of operation is that the platform would navigate to a designated marine current resource, autonomously anchor at the location, align itself in the current and deploy the current turbine using a custom cable-lift deployment mechanism. As the turbine harnesses the local current, an onboard power-take-off device converts the harnessed mechanical energy to electricity which is stored in onboard batteries. Considerations of deployment in tidal and coastal waters required obtaining the necessary environmental permits for conducting in-water testing; developing required mitigation measures in protecting local wildlife and their habitats; and identifying potential in-water test sites and surveying them for their suitability in terms of the current resource, bottom type, water depth, and local boat traffic. The design and development of the turbine and the results of initial in-water testing are discussed. The potential for scaling up the system for extended capacity is presented.

ENGINEERING,TIDAL AND WAVE POWER↗

A multi-level load shape clustering and disaggregation approach to characterize patterns of energy consumption behavior

This study presents representative electrical load shapes, disaggregated to the end-use level, for over 5000 customer clusters across California’s residential, commercial, industrial and agricultural sectors. We developed a novel, multi-level load shape clustering approach for residential and commercial sectors leveraging interval meter data for over 350,000 California utility customers collected as a part of the Phase 4 California Demand Response (DR) Potential Study. The clustering approach allowed us to identify typical consumption patterns and categorize customers based on their daily load shape displayed throughout the year. For example, we were able to identify customers with particular energy technologies such as electric vehicles and rooftop solar, as well as building occupancy types such as restaurants, grocery stores and even unoccupied buildings, based solely on whole-building interval data. We then combined the load shape-based clusters with other customer information including building type, climate, geographical area, total consumption and low-income status, to create a set of customer clusters based on both demographics and usage patterns. Total cluster electricity demand was then disaggregated into a wide variety of end-uses using weather normalization and other publicly available end-use load shape datasets. The resulting disaggregated cluster load shapes will be released in anonymized form as part of the Phase 4 DR Potential Study. They will have wide-ranging applications in energy research and policy analysis, including estimation of energy efficiency (EE) and DR potential on the end-use level, time-dependent valuation of EE savings, building stock modeling, and developing customer targeting strategies for EE and DR programs.

Murthy, Samanvitha↗

Large Format Composite Additive Manufacturing for Low-Head Hydropower

Hydropower with a small elevation change from inlet to outlet, known as “low-head” hydropower, is a relatively untapped resource for reliable green power generation. One major barrier to entry is the cost of the components needed to generate the power. Each installation site is unique, with various head levels, flow rates, and other unique site characteristics that drive up the cost of development and installation. As a result, custom-made components are necessary because the sites are intrinsically inefficient. However, customized parts are generally more expensive to manufacture than ready-made parts. Often times, the cost of custom-made components is so high that the low-head hydropower installation becomes non-viable. Additive manufacturing offers the ability to make custom components, ideal for one-off applications, at low costs that are well suited for the needs of low-head hydropower. Indirect additive manufacturing, such as making tools or dies rather than end use components, can also be used to make low-cost composite tooling as needed for these custom applications. This paper explores the use of additive manufacturing, both directly and indirectly, to produce the components of a turbine system for a low-head hydropower site. The parts were designed to form a unique modular system, which saves time for future designs and iterations. The system has operated for more than three years without failure at a test site in Wisconsin, USA. This work serves as a basis for future application of AM to low-head systems, in which the modular components can be customized for each unique hydropower installation.

36 MATERIALS SCIENCE↗

Utility Regulation Through Legislation: A Cautionary Tale for Legislators, Regulators, Stakeholders, and Utilities

State legislatures in the U.S. are becoming increasingly involved in utility regulation. While state utility legislation can expand regulator authority, for example in the case of renewable energy or energy efficiency standard administration, it can also reduce it. Given the challenging nature of for-profit monopoly regulation, state utility legislation often reduces regulator authority unintentionally. This editorial begins with an examination of the outcomes of state legislation related to baseload generation in the U.S. and the resulting impacts to customers, shareholders, and state economies. The record indicates that utility regulation through state legislation has caused significant economic harm, generally by encouraging for-profit utilities to make riskier investments. A description of more recent state legislation involving distribution grids is presented, along with evidence that increases in grid investment encouraged by state legislation has not improved the reliability of U.S. for-profit utilities. The authors claim that features common to state utility legislation, particularly the requirement that utilities provide investment plans to regulators in advance, practically eliminates cost disallowance risk. This, in turn, reduces regulator authority despite legislative provisions intended to protect consumers. The authors hypothesize that the practical elimination of cost disallowance risk, combined with information and expertise asymmetry among regulators and stakeholders, encourages for-profit monopoly utilities to make grid investments that are not cost effective. The editorial concludes that legislators should avoid utility regulation through legislation, thereby preserving regulator authority, whenever possible. The authors also present their fifth annual Customer Value Ranking of U.S. investor-owned electric utilities. The ranking represents a comparison of the benefits utilities deliver to customers (measured by reliability performance and customer satisfaction) to the costs customers pay (measured by O&M and capital spending per customer).

ENERGY PLANNING, POLICY, AND ECONOMY,POWER TRANSMI↗

Estimation of solar photovoltaic energy curtailment due to volt–watt control

The widespread deployment of autonomous inverter‐based solutions for mitigating voltage and frequency excursions caused by high‐penetration photovoltaic (PV) systems has drawn increased attention due to their potential impact on PV production. It is now important to quantify the amount of solar energy curtailed as a result of the activation of inverter‐based grid support functions (GSFs). This study proposes a methodology for estimating the impact of volt–watt on customer PV energy curtailment using smart meter voltage data. This method estimates maximum possible curtailment for a given volt–watt curve based on the customer smart meter voltage during the time period of interest. This study compares the proposed methodology with field measurements using irradiance and customer inverter data from Hawaii as well as with results from a previous simulation‐driven study on the impact of advanced inverter GSF activation on PV energy curtailment. Results show that the proposed method for estimating lost PV production caused by volt–watt control aligns reasonably well with field measurements and computer simulations for hundreds of customers. The proposed method could be used to estimate customer energy curtailment, which could inform future compensation mechanisms for utilities leveraging customer‐sited resources to mitigate high voltage and defer infrastructure upgrades.

Emmanuel, Michael↗

The Distribution System Operator with Transactive (DSO+T) Study

The Distribution System Operator with Transactive (DSO+T) study investigates the engineering and economic performance of a transactive energy retail market coordinating a high penetration of customer-side flexible energy assets. The study seeks to answer whether such an implementation is cost effective for customers, recovers sufficient revenue for DSOs, and is equally applicable and beneficial to a range of flexible asset types, renewable generation scenarios, and market assumptions. Using a highly interdisciplinary co-simulation and valuation framework, this assessment encompasses the entire electrical delivery system from bulk system generation and transmission, through the distribution system, to the modeling of individual customer buildings and flexible assets (including heating, ventilation, and air conditioning [HVAC] units, water heaters, batteries, and electric vehicles). The study exercises a transactive energy retail market coordination scheme designed to integrate with an existing day-ahead and real-time competitive wholesale electricity market. Software decision-making agents are designed for the retail market operator as well as various price-responsive flexible assets. The engineering and economic performance of the transactive energy scheme is studied for two separate flexible asset deployments: flexible loads (HVAC units and residential water heaters) and behind-the-meter batteries. The results of each transactive case are compared to a business-as-usual case. These cases are subject to two different renewable generation scenarios, a moderate renewable generation scenario, representative of current levels of renewable generation deployment, and a future high renewables scenario, including the increased deployment of rooftop solar photovoltaic and electric vehicles. The transactive coordination scheme is shown to produce effective and stable control and decrease peak loads 9–15%. The resulting annual demand flexibility provides net economic savings of $3.3–5.0B per year for a region the size of Texas. Detailed analysis shows that net benefits were seen for a range of distribution system operator, customer, and flexible asset types. Both participating customer (with transactive flexible assets) and nonparticipating customers (with nonflexible assets) see reductions in annual utility bills and net annual energy expenses in the range of 10–16%.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Distribution System Operator with Transactive (DSO+T) Study: Volume 1 (Main Report)

The Distribution System Operator with Transactive (DSO+T) study investigates the engineering and economic performance of a transactive energy retail market coordinating a high penetration of customer-side flexible energy assets. The study seeks to answer whether such an implementation is cost effective for customers, recovers sufficient revenue for DSOs, and is equally applicable and beneficial to a range of flexible asset types, renewable generation scenarios, and market assumptions. Using a highly interdisciplinary co-simulation and valuation framework, this assessment encompasses the entire electrical delivery system from bulk system generation and transmission, through the distribution system, to the modeling of individual customer buildings and flexible assets (including heating, ventilation, and air conditioning [HVAC] units, water heaters, batteries, and electric vehicles). The study exercises a transactive energy retail market coordination scheme designed to integrate with an existing day-ahead and real-time competitive wholesale electricity market. Software decision-making agents are designed for the retail market operator as well as various price-responsive flexible assets. The engineering and economic performance of the transactive energy scheme is studied for two separate flexible asset deployments: flexible loads (HVAC units and residential water heaters) and behind-the-meter batteries. The results of each transactive case are compared to a business-as-usual case. These cases are subject to two different renewable generation scenarios, a moderate renewable generation scenario, representative of current levels of renewable generation deployment, and a future high renewables scenario, including the increased deployment of rooftop solar photovoltaic and electric vehicles. The transactive coordination scheme is shown to produce effective and stable control and decrease peak loads 9–15%. The resulting annual demand flexibility provides net economic savings of $3.3–5.0B per year for a region the size of Texas. Detailed analysis shows that net benefits were seen for a range of distribution system operator, customer, and flexible asset types. Both participating customer (with transactive flexible assets) and nonparticipating customers (with nonflexible assets) see reductions in annual utility bills and net annual energy expenses in the range of 10–16%.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Observation, Analysis, and Recommendations for ND Management Reviews (W88-0/Mk5 ALT 370 Program Report)

Progress and status reviews allow teams to provide updates and targeted information designed to inform the customer of progress and to help the customer understand current risks and challenges. Both presenters and the customer should have well-calibrated expectations for the level of content and information. However, what needs to be covered in systems-level management reviews can too often be poorly defined. These unclear expectations can lead teams to overpreparing or attempting to guess what information the customer considers as most critical. This aspect of the review process is stressful, disruptive, and bad for morale – and time spent overpreparing reports is time spent not focusing on the technical work necessary to stay on schedule. To define and address these issues, this report was designed to observe various aspects of development program coordination and review activities for NNSA and Navy customers, and then to conduct unbiased, independent Human Factors observation and analysis from an outside perspective. The report concludes with suggestions and recommendations for improving the efficiency of information flow related to reviews, with the goals of increasing productivity and benefitting both Sandia and the customer.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Savings in Action: Lessons from Observed and Modeled Residential Solar Plus Storage Systems

The electric grid is rapidly evolving as small-scale, demand-side resources play increasingly important roles in grid operations and decarbonization. Maximizing the potential of demand-side resources involves incentivizing electricity customers to use those resources in ways that benefit the broader electrical grid. These incentives depend largely on the electricity cost savings that customers can realize from demand-side resource adoption. Determining these potential cost savings is a complex task. Cost savings depend on numerous factors, including the characteristics of different technologies, the algorithms that control these devices, system performance, customer behavior, electricity rate structures, and climatic factors. Another challenge is that estimated cost savings are frequently based on modeled rather than observed system performance, particularly in the academic literature. In this study, we begin to fill the gap in empirical research of demand-side resources using data from a new construction residential community equipped with rooftop solar and storage (S+S) in Arizona. We use these data to analyze the factors that determine customer electricity cost savings and emissions impacts of S+S in the real world. We then compare these data to modeled system performance to understand how models deviate from real-world outcomes. Based on these findings, we explore ways to improve such models and, conversely, use modeled results to suggest improvements to actual S+S deployment. The results of these analyses can be summarized in four key findings: 1) rate structures play a central role in the grid and customer value of demand-side resources; 2) certain customers can benefit more from demand-side resource adoption than others; 3) modeled battery dispatch and sizing reveals opportunities for additional cost savings; and 4) optimal dispatches can reduce grid emissions while maximizing bill savings.

14 SOLAR ENERGY↗