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At least 253 records · Page 14

Advancing Equity in Utility Regulation

Increasingly, states are recognizing equity as a goal of utility regulation, going beyond traditionally stated objectives to ensure that electricity systems are reliable, safe, and fairly priced. State initiatives are critical not only to address historical inequities, but to ensure equitable benefits and burdens in the transition to net-zero emissions by 2050. This report provides four perspectives on advancing equity in electric utility regulation, from representatives of energy justice and consumer organizations and a leading utility in this area. The authors provide recommendations related to regulatory issues such as stakeholder engagement, defining "public interest," intervenor funding, electricity infrastructure siting, access to distributed energy technologies, consumer protections, bill affordability programs, rate design, program design, and metrics to track and evaluate results of policies, regulations, and programs intended to deliver equitable outcomes.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Why Regional and Long-Haul Trucks are Primed for Electrification Now

Zero emission freight trucks are needed to both improve public health and reduce global greenhouse gas emissions but at the same time are generally believed to be uneconomical. However, recent dramatic declines in battery prices and improvement in their energy density have created opportunities for battery-electric trucking today that were seldom anticipated just a few years ago. At the current global average battery pack price of $135 per kilowatt-hour (kWh) (realizable when procured at scale), a Class 8 electric truck with 375-mile range and operated 300 miles per day when compared to a diesel truck offers about 13% lower total cost of ownership (TCO) per mile, about 3-year payback and net present savings of about US $200,000 over a 15-year lifetime. This is achieved with only a 3% reduction in payload capacity. Even this small penalty can be reversed cost-effectively through light-weighting, in any case, only matters for a small fraction of trucks which regularly utilize their maximum payload. Electric trucks appear poised to also meet the performance demands for a large share of regional and long-haul trucking today. The estimated average distance traveled between 30- minute driver breaks is 150 miles and 190 miles for regional-haul and long-haul trucks respectively in the US. Thirty minutes of charging using 500 kW or mega-Watt scale fastchargers would add sufficient range without impairing operations and economics of freight movement. However, as with almost any clean technology, higher upfront capital costs of both vehicles and charging infrastructure are major barriers when electric trucking is in its infancy. Without strong policy support, coordinated investments in both vehicle manufacturing and fuel infrastructure will not be forthcoming on the scale needed to harness the true potential of battery electric trucks.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

A Survey of Federal and State-Level Solar System Decommissioning Policies in the United States

In the United States, cumulative installed utility-scale solar photovoltaic (PV) capacity reached more than 60 gigawatts (GW)dc at the end of 2020 (Davis et al. 2021b). Federal and state renewable energy and net-zero emissions policies will continue to drive solar development in the United States with installed utility-scale PV projected to quadruple (240 GWdc) by 2030 (Davis et al. 2021a; Heeter 2014). Although more than 75% of all U.S. installed utility-scale PV came online in the last 5 years, federal, state, and local governments are planning for system decommissioning (Davis et al. 2021b). Our research found that as of April 2021, one federal agency, the Bureau of Land Management (BLM), and 15 U.S. states have solar decommissioning policies in place. North Carolina is also in the process of drafting solar decommissioning regulations, and at least 4 states (Maine, Pennsylvania, West Virginia, Texas) proposed solar decommissioning bills in the 2021 legislative session. This report provides a survey and brief overview of both federal and U.S. statewide solar decommissioning policies, and a discussion of some of the potential impacts different policy designs may have on utility-scale solar development, including impacts that might influence construction timelines and over project costs.

14 SOLAR ENERGY↗

Synthesis and Exploratory Catalysis of 3d Metals: Atom and Group-Transfer Reactions and the Activation and Functionalization of Small Molecules Including Greenhouse Gases

Determining ways to convert natural gas, with zero emissions, and to more value-added materials such as olefins is one of the main goals in my research group. Over this funding period, we explored the chemistry of early-transition metals with metal-nitrogen multiple bonds, specifically titanium and zirconium nitrides, and explored their redox properties, basicity and reactivity with small molecules including greenhouses gases such as carbon dioxide. Some of these work serve as inspiration for the chemistry of important materials such as uranium nitride along with its unprecedented basicity and ability to activate C-H bonds. Using robust chelating templates we also examined rare examples of trivalent group 4 transition metal ions, and studied these spectroscopically. Using early transition metal ions we also explored synthetic routes to new phosphide based products using the phosphaethynolate salt. In addition, we also explored the chemistry of ferrous systems, and redox active ligand that can allow us to reversibly break and make C-S as well as N-N bonds, activate dinitrogen forming unusual MNNM topologies. Our final component describes how we activate methane and dehydrocouple if with a carbene source to form ethylene. Using this information, we also discovered a simple to make iridium catalyst that activate and functionalize methane with 9:1 selectivity for mono-functionalization. We have established a pathway that leads to poisoning of the catalyst and have found optimal conditions for higher selectivity and with over 170 Turnovers.

37 INORGANIC, ORGANIC, PHYSICAL, AND ANALYTICAL CH↗

A Technical and Economic Assessment of LWR Flexible Operation for Generation and Demand Balancing to Optimize Plant Revenue

With increased penetration of subsidized variable renewable energy (VRE) resources and competition from low natural gas prices, existing light water reactor (LWR) nuclear power plants (NPPs) are struggling to remain economically competitive. This work examines the potential economic competitiveness of various thermal energy storage (TES) technologies when coupled directly or indirectly with a NPP. To highlight their relative economic competitiveness, we contrast several energy storage solutions in stochastic dispatch optimization. We leverage data from recent work analyzing a range of TES technologies with varying capital costs, performance, and technology readiness level (TRL) to establish our case. We explore inserting these technologies into an electricity market with existing nuclear generation and large projected variable renewable energy (VRE) penetration. Although these technologies' projected capital costs may make them unlikely candidates in their current state, this analysis demonstrates a high-fidelity techno-economic analysis of energy storage. Furthermore, as the projected cost of energy storage technologies evolves, this analysis sets a precedent for similar future investigations. One region with projected trends that may be unfavorable for existing nuclear capacity is the New York Independent System Operator (NYISO) market. New York state’s baseload generation has been historically provided by fossil-fired and nuclear assets. However, amid economic pressures from subsidized VREs and low natural gas prices, the state has recently deactivated Indian Point nuclear power plant units 2 and 3. Furthermore, the state plans to meet its zero-emission generation target by 2040 by replacing fossil-fired capacity with significant investments in VRE resources like wind and solar photovoltaic (PV) and battery storage. Increased intermittent resource penetration lowers the baseload power requirement, adding further economic pressure to the state’s three remaining NPPs still in operation. With three NPPs still in operation in New York, this work analyzes potential economic benefits to NPPs on the New York grid when directly or indirectly coupled with various TES technologies. This work requires two modeling steps to analyze the potential economic benefits of various system configurations of the TES directly or indirectly coupled with nuclear. First, this analysis leverages capacity expansion modeling by experts at the Electric Power Research Institute (EPRI). Using their deterministic capacity expansion model, U.S. Regional Economy, Greenhouse Gas, and Energy (US-REGEN), EPRI analysts evaluated the capacity and generation evolution of the New York state energy market under four projection scenarios. These four projection scenarios were developed to represent the potential evolution of the capacity and generation in NYISO from 2015 to 2050 under various economic, technology, and policy constraints. The results from these capacity expansion models are then used as boundary conditions in the second modeling step. The second modeling step uses the Holistic Energy Resource Optimization Network (HERON) for a set of stochastic techno-economic analyses (STEAs) to investigate the potential increase in the economic viability of various configurations of the TES. With no current capacity expansion capabilities, HERON takes the data generated from US-REGEN for 2050 to generate synthetic load, solar, and wind data. Then HERON economically optimizes the capacity and dispatch of the various TES configurations. The potential economic benefit is the differential net present value (NPV) of the TES configurations from the no-TES baseline. As a stochastic techno-economic analysis package, HERON introduces uncertainty into the economic metrics, while US-REGEN trades resolution for reduced computational complexity. Using HERON also allows the modeling of direct thermal coupling, a feature not common in capacity and dispatch models. As expected, with high capital costs, the costs of introducing energy storage for all the technologies considered outweighed the potential economic benefit of this strategy for flexible plant operation. The benefit of this analysis is primarily in demonstrating a workflow that examines innovative solutions to increase NPP revenue via TES coupling. HERON’s stochastic capacity and dispatch optimization process used in this work has proven an effective tool in observing and evaluating the impact of introducing storage technologies in a grid energy system.

25 ENERGY STORAGE↗

Grid Energy Storage: Supply Chain Deep Dive Assessment

The report “America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition” lays out the challenges and opportunities faced by the United States in the energy supply chain as well as the Federal Government plans to address these challenges and opportunities. It is accompanied by several issue-specific deep dive assessments, including this one, in response to Executive Order 14017 “America’s Supply Chains,” which directs the Secretary of Energy to submit a report on supply chains for the energy sector industrial base. The Executive Order is helping the Federal Government to build more secure and diverse U.S. supply chains, including energy supply chains. To combat the climate crisis and avoid the most severe impacts of climate change, the U.S. is committed to achieving a 50 to 52 percent reduction from 2005 levels in economy-wide net greenhouse gas pollution by 2030, creating a carbon pollution-free power sector by 2035, and achieving net zero emissions economy-wide by no later than 2050. The U.S. Department of Energy (DOE) recognizes that a secure, resilient supply chain will be critical in harnessing emissions outcomes and capturing the economic opportunity inherent in the energy sector transition. Potential vulnerabilities and risks to the energy sector industrial base must be addressed throughout every stage of this transition. The DOE energy supply chain strategy report summarizes the key elements of the energy supply chain as well as the strategies the U.S. Government is starting to employ to address them. Additionally, it describes recommendations for Congressional action. DOE has identified technologies and crosscutting topics for analysis in the one-year time frame set by the Executive Order. Along with the capstone policy report, DOE is releasing 11 deep dive assessment documents, including this one, covering the following technology sectors: carbon capture materials; electric grid including transformers and high voltage direct current (HVDC); energy storage; fuel cells and electrolyzers; hydropower including pumped storage hydropower (PSH); neodymium magnets; nuclear energy; platinum group metals and other catalysts; semiconductors; solar photovoltaics (PV); and wind. DOE is also releasing two deep dive assessments on the following crosscutting topics: Commercialization and competitiveness; and cybersecurity and digital components. More information can be found at www.energy.gov/policy/supplychains.

25 ENERGY STORAGE↗

Roll to Roll (R2R) Manufacturing of Electrolysis Electrodes for Low Cost Hydrogen Production: Cooperative Research and Development Final Report, CRADA Number CRD-18-00780

NREL, Argonne National Laboratory (ANL) and Oak Ridge National Laboratory (ORNL), which are also referred to collectively herein as the "Contractors" will perform electrode ink development and characterization, focusing on 1) inks with appropriate properties for R2R (gravure and slot-die) coating onto PFSA membrane and 2) catalysts suitable for electrolysis. Participant will develop acceptance criteria and characterization methods for direct coating on the membrane. The purpose of this project is to show feasibility for cost reduction of the electrode through increased throughput and improved material utilization. Successful completion of this project will result in more affordable hydrogen production via proton exchange membrane (PEM) electrolysis by substantially reducing the anode precious metal content and catalyst-coated membrane processing costs. Assists laboratory in achieving programmatic scope, adds new capability to the laboratory's core competencies. This project uses and enhances the laboratory's core competencies, and enhances U.S. competitiveness by utilizing DOE developed intellectual property and/or capabilities. This project will benefit the Fuel Cell subprogram within the EERE Fuel Cell Technologies Office (FCTO) by actively developing materials, formulations, components, and processes for PEM electrolyzer stacks for overcoming critical technical barriers to widespread hydrogen production for zero-emission transportation applications. Through this JWS, NREL, ANL and ORNL are assisting a key domestic industry partner, Proton Energy Systems, Inc., in the area of low-cost electrolyzer electrode formulation and coating technology. After completion of this project, NREL, ANL and ORNL will be able to verify whether the direct deposit coating processes investigated are suitable for producing CCMs for PEM electrolyzers, which is of great interest and benefit to the DOE EERE Fuel Cell Technologies Office (FCTO) and H2@Scale missions.

08 HYDROGEN↗

Factors Impacting Nuclear Energy Share in U.S. Energy Markets

The purpose of this report is to collate information and findings from recent studies conducted by national and international bodies/institutes to identify approaches for maintaining/enhancing the role of nuclear energy in the current and future energy mix of the United States. This report shows how nuclear generation grew quickly to provide 20% of U.S. electricity, sustaining that level for three decades without the benefit of new construction, but is now projected to decline going forward. Nuclear construction costs in the U.S. spiraled out of control, ending construction for two decades and the recent resumption of construction has continued the pattern of schedule delays and cost overruns. However, nuclear operations exhibited strong learning, achieving and sustaining the highest capacity factor of any electricity generation technology and license extensions and uprates have sustained nuclear market share. The share of nuclear energy in the U.S. electricity market is projected to decline by ~1/3rd over the next 30 years The report provides an overview of how the markets work in theory and in practice. It indicates how market deregulation and clean energy policies have created conditions where nuclear plants are being retired for economic rather than technical reasons. The report also shows how many of the markets do not in practice have free competition but instead have outcomes that are being determined more and more by policy instead of market forces. While electricity costs from existing nuclear plants are low, electricity from new builds is projected to be too expensive to be competitive head-to-head with natural gas, even for nth-of-a-kind costs. Wind and solar energy have enjoyed an extended period of sustained subsidy. This protected environment has resulted in a sustained reduction in plant level costs to the point that some of these Variable Renewable Energy (VRE) technologies are becoming competitive even if their direct subsidies are removed. But plant level costs underestimate total VRE costs which include a number of system-level externalities. The incremental system value of additional VRE capacity was shown to decline as market share increases, with solar value declining more quickly than wind. The report closes with examination of a possible future for nuclear generation as part of deep decarbonization of the electricity sector. This approach avoids direct competition with natural gas. The two options for achieving 100% decarbonization are to use only renewables or to use all zero emissions technologies, and the report shows the second approach is much less expensive than the first.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Oppenheimer Study Center Solar Analysis

The thermal solar array on the roof of the Oppenheimer Study Center (03-0207) has been defunct and aging progressively worse for years. This study set out to investigate the current state of the abandoned solar array, its various connected systems, and the viability of replacing the array with modern PV panels. This will help offset the energy usage of the building and bring the building in line with upcoming LANL goals of electrification and net-zero emissions (Exec. Order 14057, Sec. 201-5). This study is intended to be a high level, over-the-shoulder, analysis of impact and feasibility, and shall not be considered as an approved design. Further detailed design and analysis will be necessary beyond the concept feasibility phase of this project.

14 SOLAR ENERGY↗

Developing novel electrodes with ultralow catalyst loading for high-efficiency hydrogen production in proton exchange membrane electrolyzer cells

Hydrogen plays more crucial roles for decarbonizing the planets and meeting the climate challenges because of its high energy density and zero-emission. It can be produced with proton exchange membrane electrolyzer cells (PEMECs) driven by sustainable and renewable energy resources. Although PEMECs have a number of advantages, including high purity production, quick response, and the ability to operate at high pressure facilitating the gas delivering, their performance and cost greatly hinder their commercial-scale applications. To achieve high-efficiency and cost-reduced hydrogen production in PEMECs, we proposed thin engineered liquid/gas diffusion layers (LGDLs) and associated electrodes, i.e., catalyst-coated LGDLs (CCLGDLs), over conventional porous transport layers (PTLs) and catalyst-coated membranes (CCMs). The research approaches in this project are based on material synthesis, in-situ and ex-situ characterizations, component design and treatment, numerical modeling, and cost analysis. The thin and tunable LGDLs (TT-LGDLs) and CCLGDLs were successfully developed with great performance improvement as demonstrated in lab-scale, bench-scale, and system-scale electrolyzer tests. The electrode thickness was reduced from 370 µm to less than 100 µm with simplified fabrication processes. With the catalytically enhanced Ir-based catalyst coating, the as-developed CCLGDLs with a catalyst loading of 0.34 mg Ir /cm 2 achieved a cell performance of 1.77 V at 2 A cm -2 , exhibiting the catalyst mass activity enhanced by >20 times with significant catalyst saving over conventional catalyst cell design. In-situ PEMEC characterizations, including the current distribution mapping and high-speed and multiscale visualizations, were conducted for a deeper understanding of mass transport and electrochemical reactions within an electrolyzer with LGDLs and CCLGDLs. A 2D cell model was developed and validated for the enhanced performance on TT-LGDL through reducing ohmic losses due to nonuniform hydration and water transport. Further, the cost analysis results have shown a path to move beyond equivalency and surpass costs associated with the project baseline. In this project, the design and fabrication of TT-LGDLs and CCLGDLs will contribute to the performance enhancement, manufacturing simplification, and cost reduction for PEMECs and other energy conversion devices, thus shortening their pathways towards commercialization. This project also provides a good foundation for furthering the in-situ reaction interface research.

08 HYDROGEN↗

LH CO 2 MENT Colorado Project (Final Report)

The objective of Electricore’s pre-FEED project “LH CO 2 MENT COLORADO PROJECT” is to accelerate the implementation of a 1.5 million tonnes per year (TPY), and first-of-a-kind (FOAK) at world scale, Svante VeloxoTherm™ carbon capture plant. This project represents a quantum leap to a large-scale facility that will launch Svante’s carbon capture technology into the next era of accomplishments and market acceptance. By completing the Front-End Loading (FEL) Feasibility Study Report (FEL-2) for a fit-for-purpose design at the HOLCIM cement plant, located near Florence Colorado, USA, this technology can be proven as the future of large-scale deployment for carbon capture and storage. This carbon capture plant was designed with the goal of reaching a target of near Net Zero Emissions by capturing 90% of the carbon dioxide (CO 2 ) emissions from the HOLCIM cement plant and from the boiler which produces steam required to regenerate the adsorbent. Additionally, this project will be leveraging a renewable Power Purchase Agreement (PPA) using solar energy to acquire power at the target price of 0.04 $/kWh or less. In its current configuration CO 2 emissions from the HOLCIM cement plant is around 700 – 800 kg/ton of clinker produced. The proposed new carbon capture plant will allow a reduction of CO 2 emissions to about 100 kg/ton of clinker produced. The scope of work consists of the process design and capital & operating cost estimation (Class IV) for a total plant capacity of 4,750 TPD of pipeline grade CO 2 . The Svante VeloxoTherm™ technology is comprised of a Rotary Adsorption Machine (RAM) for intensified Thermal Swing Adsorption (TSA) using Structured Adsorbent Beds (SABs) and related Balance of Plant (BOP), including CO 2 compression. A business case (financial analysis) evaluation has been undertaken for the Owner’s management review. Recommendations on how best to proceed to the next stage of the project have been conveyed and are documented within this report. This analysis has relied on a detailed and comprehensive Project Financial Model, evaluating the Total Project IRR (after tax, unlevered, and including all forecast 45Q PTCs and 100% tax efficiency) – the project financial analysis (as opposed to standard TEA analysis) only considered a 12 year plant economic lifetime as a result of 45Q being the sole driver considered at this stage. The Total Project IRR was evaluated across a large number of potential scenarios. The evaluation demonstrated that if the 45Q PTD is increased to $85/MT for sequestration, there are a large number of feasible scenarios which demonstrate economic returns.

01 COAL, LIGNITE, AND PEAT↗

Innovative Pathways: Transforming Impact Investments to Working Capital For Early Stage Cleantech Companies: Los Angeles Cleantech Incubator (January 1, 2020 to March 31, 2020)

Project Objectives: The focus for the entirety of the last quarter was on the completion of the pilot loan funding within our portfolio, and the closing out of our DOE-CAP Grant: “Innovative Pathways: Transforming Impact Investments to Working Capital for Early Stage Cleantech Companies.” The fourteenth quarter (Q14) of the program performance was also dedicated toward two main activities: the continued fundraising efforts for a formalized LACI debt fund, as well as finalization of the lending processes for pilot underwriting amongst the LACI Team and with Mission Driven Finance. This quarter marked key successes around the workflows of the DOE-CAP grant, specifically around fund capitalization efforts. Activities during the thirteenth quarter included: 1. Finalization of the DOE-CAP grant activities and work-flows; 2. Due diligence, underwriting and issuance of one (1) loan in Q1 2021 and three (3) in Q4 2020 for technology providers in grant-funded zero emissions mobility & community pilots, in partnership with LACI and local organizations, totaling ten (10) total loans; 3. Development of fundraising and marketing materials, and distribution to 30+ possible funding sources over the course of Q13 & Q14; and 4. Reinvigoration of conversations with Mission Driven Finance, the prospective underwriting partner for key activities and governance documents, and finalization of all loan processing activities once the fund is capitalized

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

A Miniaturized Ignition Screening Rapid Compression Machine for probing low-to-intermediate temperature chemistry

With an objective to achieve net-zero emissions by no later than 2050, biofuels hold enormous potential as sustainable, renewable fuels that can be produced on a large scale. However, fuels of a similar type, derived from limited feedstock batch can dramatically vary in terms of their chemical structures and compositions, causing significant differences in physicochemical properties mainly influencing ignition-relevant properties. Rigorous prescreening and testing efforts are involved to evaluate fuels to comply with engines equipped with advanced combustion modes. The testing of some of these fuels implies low quantity fuel samples, access to relevant temperature and pressure conditions, high reproducibility, and a high throughput rate. In light of these considerations, a Miniaturized Ignition Screening Rapid Compression Machine (MISR) has been developed and built at the University of Illinois Chicago (UIC). Some design features include a smaller bellows-actuated driver section compared to other RCM designs, an adjustable brake section, and full optical access. The setup is designed to achieve reaction conditions (T > 600K and P < 100 bar with repetition rates of about 8 seconds per experiment). These conditions are relevant to low-to-intermediate temperature auto-ignition and can generate data for developing relevant chemical kinetics models or ignition maps. A brief insight into MISR design and its operating mechanism is shown. Also, to demonstrate the performance characteristics of the MISR, Ignition Delay (I.D) experiments for ethanol fuel at different equivalence ratios (Φ) are discussed in the context of plans with additional optical diagnostics, high-speed imaging, and gas sampling experiments.

Tomar, Mukul↗

Integrated Assessment Modeling of Grid Resilience: GCAM-to-PCM Scoping

Deep decarbonization towards a net-zero emissions future and the associated growth in power demand, renewables, and changes in water availability will require significant evolution in grid planning. Many obstacles threaten the viability of near-term generation capacity build out, including the need for large-scale transmission expansion. Current very-long term planning tools do not adequately model physical representations of economic dispatch and system topology down to inter- and intra-regional transmission and distribution infrastructure. This project attempts to fill that gap.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Republic of Korea–United States Green Shipping Corridor Prefeasibility Study: Cargo Flows

This prefeasibility study, as a part of the decarbonization efforts through the Mission Innovation Zero Emission Shipping Mission, was conducted to provide a high-level assessment of the opportunities and challenges in planning and implementing green shipping corridors between major commercial seaports in the United States of America (USA) and the Republic of Korea (ROK). For each country, three major ports were included in the scope of this study: Seattle, Tacoma, and Everett (all in Washington State) for the USA and Busan, Ulsan, and Masan for the ROK. This prefeasibility study report focuses on describing operation characteristics of major vessel and cargo flows between the two countries. Vessel shipments directly affect energy use and demand. Therefore, it is critically important to understand which major vessel types and cargo types are operated or transported within the selected scope and to identify potential target segments for green shipping. Furthermore, this prefeasibility study also discusses limitations and additional assessments that need to be further analyzed in the next stage of the feasibility study. The summary findings and observations discussed in this report are not intended to be used to determine the final target corridors, but to guide later, deeper assessments of their potential impacts and challenges. In the following section, the data sources used in this study are discussed. Section 0 shows the overall vessel trades between the USA and ROK, considering all ports in the two countries. Then, a more detailed analysis by vessel type and cargo flow is presented in Sections 3–6 based on only the three-to-three ports between the two countries. Finally, Section 7 summarizes the findings with suggested target segmentations for the vessel types and discusses other limitations to be considered during the later feasibility stage.

42 ENGINEERING↗

Refueling Infrastructure Deployment in Low-Income and Non-Urban Communities

The U.S. National Blueprint for Transportation Decarbonization identifies the need to invest in infrastructure supporting low- and zero-emission vehicles, especially in low-income and overburdened communities, to eliminate nearly all greenhouse gas emissions from the transportation sector by 2050. The alternative fuel vehicle refueling property tax credit (26 U.S. Code § 30C) includes eligibility criteria intended to encourage investment in underserved communities based on the economic characteristics or urban character of the census tract in which the fueling infrastructure is installed. Eligible census tracts are those that qualify for the New Markets Tax Credit or that are not located within urban areas as defined by the U.S. Census Bureau. This study quantifies how many fueling-related amenities are currently located in census tracts that qualify and do not qualify for the 30C tax credit based on IRS Notice 2024-20. For existing electric vehicle charging stations, 51% of Level 2 and 60% of Direct Current Fast Charging public stations are located in eligible census tracts. 73% of natural gas, propane, and hydrogen fueling stations are in qualifying census tracts and 75% of biodiesel and renewable fuel stations are in qualifying census tracts. This compares with 73% of existing gas stations in eligible census tracts. For deploying the refueling infrastructure to satisfy future demand, this study shows that truck stops (94%), commercial truck stops (92%), and Federal Highway alternative fuel corridors (89%) are predominantly located in eligible locations. Additionally, significant percentages of the population (62%), light-duty vehicle registrations (64%), and medium- and heavy-duty vehicle registrations (68%) fall within eligible areas.

33 ADVANCED PROPULSION SYSTEMS↗

Securing Critical Materials for the U.S. Electric Vehicle Industry: A Landscape Assessment of Domestic and International Supply Chains for Five Key Battery Materials

This study explores the prospective supply of upstream critical materials, providing insights into the U.S.'s capacity to meet its Electric Vehicle (EV) and Energy Storage System (ESS) deployment targets for 2035. It evaluates the proportion of critical materials demand that can be met by domestic upstream sources and the amount that will require non-U.S. sources. The analysis considers geological resources and current international development activities, contributing to the understanding of mineral supply security as the global community strives for net-zero emissions by 2050. The study focuses on five materials assessed in the 2023 DOE Critical Materials Assessment – Lithium, Nickel, Cobalt, Graphite, and Manganese.

33 ADVANCED PROPULSION SYSTEMS↗

CO 2 Pipeline Analysis for Existing Coal-Fired Power Plants

Previous studies have examined the needs for CO 2 transport and storage to achieve a net zero emissions economy by 2050 (Abramson and Christensen, 2021; Greig and Pascale, 2021; Chen and Pawar, 2023). This analysis examines the minimum CO 2 pipeline infrastructure necessary to transport and store CO 2 captured from coal-fired power plants. This analysis also examines an additional network configuration considering minimizing the number of state border crossings, reflecting non-economic considerations that may impact pipeline buildout.

01 COAL, LIGNITE, AND PEAT↗