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DOE OSTI2023

The Port of Los Angeles Zero- and Near-Zero-Emission Freight Facilities "Shore to Store" Project (Final Project Report)

The City of Los Angeles Harbor Department (Harbor Department, POLA) partnered with Equilon Enterprises LLC (d/b/a Shell Oil Products US) (Shell), Toyota Motor North America (Toyota) and Kenworth Truck Company (Kenworth) partnered with the Port of Hueneme (POH), United Parcel Service (UPS), Total Transportation Services Inc. (TTSI), Southern Counties Express (SCE), Toyota Logistics Services (TLS), Air Liquide, National Renewable Energy Laboratory (NREL), Coalition For A Safe Environment, and the South Coast Air Quality Management District (South Coast AQMD) to introduce hydrogen (H 2 ) fuel into the Southern California drayage truck market by demonstrating near-commercial heavy-duty H 2 fuel cell electric trucks at and between freight facilities throughout the region, while continuing to lay the groundwork for battery-electric operations. The "Shore to Store" (S2S) project built on project team experience to help realize our vision of zero-emission freight operations in the future. Ten Kenworth zero-emission Class 8 fuel cell electric trucks, integrated with Toyota's fuel cell drive technology, were operated by UPS, TTSI, SCE, and TLS in revenue service. The demonstration fleet fueled at the S2S hydrogen fueling stations that were built in Ontario, California and Wilmington, California. An additional station at the Port of Long Beach (Portal Station) was available for fueling the fleet. Portal Station was supported by grants from the California Energy Commission (CEC) and South Coast AQMD and used as match funding for the S2S project. POH demonstrated two battery-electric yard tractors, and TLS demonstrated two zero-emission forklifts at their warehouse facility, showcasing elements of the entire supply chain operating on zero-emissions. This project showcased a snapshot of the zero-emission supply chain of the future, providing a model by which freight facilities can support zero-emission operations.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2023

Safer Foundation Solar Demands Skill Collaborative

The milestones and accomplishments achieved in Safer’s Solar Demands Skill Training program required a collective effort of stakeholders. The ability to achieve the desired results and impact lives of the population we serve works best when collaborating with community stakeholders such as community-based organizations, faith-based organizations, community activists, local law enforcement, community residents, employers, and elected and appointed officials. We are working harder than ever to place clients in-demand careers and high-growth industry sectors. Our employer engagement with high growth sectors continues to increase, we have been able to deepen our relationships in this space by providing in demand stackable credential training. Launched our initiative in the green job space by partnering with organizations like ComEd, the Department of Energy, community-based organizations, faith-based organizations, and manufacturers that helped to train clients in the green jobs and renewable energy space. By the end of the year, we will have completed our tenth cohort of photovoltaic solar installation training. The training has been used as a foundation for solar panel installers to acquire new skills in in the green jobs career pathways, such as sales and customer service. It has also served as a pipeline to union-level trade positions through the skills participants obtained through partnership engagement. Safer Foundation's policy and advocacy team plays a major role in expanding opportunities for people with records to over one hundred occupations, including the trades. This reform has allowed many to secure living wage employment, reducing the high recidivism rate within Illinois. Safer continues to build our social enterprise with Reconstructive Technology Partners (RTP). RTP is introducing people with records to the construction trades such as solar, carpentry and electrical through residential remodeling of homes on smaller construction projects. Understanding the need to have a greater community presence, outreach was extended to a boots on the ground model, including, but not limited to door-to-door engagement, DE-EE0008571 Safer Foundation Page 4 of 29 local radio broadcasting and print ads in local newspapers. We continue to seek innovative ways to increase Safer Foundations' presence in the renewable energy space. Outreach efforts gave us an opportunity to share critical reentry information and opportunities about our PV installer program. Giving us reach with local and national audiences alike. We launched a systematic approach to improving client data and client tracking through an evidence-based practices initiative. That implemented an agency wide cross-functional data management system. The system supported our goal of reviewing, evaluating, and making recommendations to improve operational processes, program delivery, information sharing, and more. Played a significant part in the success of the solar program. Finally, economists around the nation agree that there is a significant labor shortage. The shortage directly threatens our ability to sustain our economic growth; if employers do not have access to the workers they need, it can lead to a shutdown in the economic recovery. The demand for Safer Foundation services is more important and impactful than ever. We will continue to build upon our 50 years of experience to address the challenges ahead and serve more people in a better way. We are confident we will accomplish beautiful things that benefit everyone involved because together, we are powerful.

14 SOLAR ENERGY↗

DOE OSTI2022

Renewable Energy Guidance for Industry

This document is intended to help Better Plants partners navigate the renewable energy market by providing background on renewable technologies and their benefits as well as a wide range of purchasing options available to organizations. This guidance provides helpful information on adopting renewables by highlighting tools and resources for evaluating renewable energy projects. It also provides information on how renewable energy resources are accounted for by Better Plants reporting requirements. A separate supplemental document to this guidance is available that provides more in-depth information about renewable technologies. This guidance document is applicable to Better Plants partners participating at either the program or challenge level. Although the guidance is primarily intended to assist companies participating in Better Plants, the methodologies and information within are applicable to any organization interested in exploring and adopting renewable energy.

09 BIOMASS FUELS↗

DOE OSTI2023

Science Plan for the Deployment of the Third ARM Mobile Facility to the Southeastern United States at the Bankhead National Forest, Alabama (AMF3 BNF)

In 2018, the U.S. Department of Energy (DOE) held a workshop for the Atmospheric Radiation Measurement (ARM) (Mather and Voyles 2013) user facility to discuss critical climate challenges and locations where key ARM Mobile Facility (AMF) observational assets could impact Earth system modeling (ESM). As an outcome, the southeast United States (SE U.S.) was identified as a high-priority region to target climate-process studies that promote a deeper understanding of the climate system and bolster ARM interactions with the community to drive ESM advancement. The DOE ARM user facility is a globally recognized leader in deploying and operating strategically located observation sites around the world for studying the properties of aerosols and clouds and their interaction with radiation, precipitation, and the Earth’s surface. In partnering with the DOE Atmospheric System Research (ASR) program, ARM solicited a multi-agency Site Science Team approach to provide input and close interaction with ARM management towards a successful SE U.S. deployment of the ARM third Mobile Facility (AMF3) (Miller et al. 2016). These efforts included identifying key locations, science drivers and instruments, and measurement strategies to address the wider climate-process needs and ESM improvement. Community input served a vital role in establishing, refining, and informing the relevant drivers and decisions regarding this AMF3 deployment. The team has identified Northern Alabama (N. AL) as regionally representative to unlock the key opportunities that will improve our understanding and model representation of aerosol, cloud, and land-surface processes and their couplings in the SE U.S. A defining aspect of the AMF3 deployment is its commitment to long-term (anticipated five-year) observations to mitigate potential seasonal-to-annual variability that often limits appropriate attribution of phenomena to local or larger-scale processes. The proposed location may leverage nearby surface networks and multi-agency and partner assets to enrich this multi-year deployment. One motivation is to understand the role of spatiotemporal variability (thermodynamic, land-surface) across aspects of the climate system, with our AMF3 team anticipating future demands on characterizing the relationships between local-to-regional cloud development and surface processes across a diverse patchwork of natural, managed, and urban landscapes as found throughout the N. AL regions. The main site targets an intact, representative, forested region – the Bankhead National Forest (BNF) – underscoring further team commitment to regionally important land-atmosphere two-way interactive studies “from the canopy to the clouds”, with enhanced tower instrumentation augmenting traditional ARM capabilities adjacent to this site. Multiple supplemental sites will also be distributed across this region, prioritizing added needs for biodiversity. Anticipated high-priority cloud science themes will target N. AL as a regional SE U.S. hotbed for high-impact weather, convective cloud onset, and shallow-to-deep cloud transitioning. Anticipated aerosol drivers will focus on chemical processes that control the evolution of organic aerosol, the seasonality and spatial distribution of water vapor and particle-phase water, and its role on aerosol optical properties. Anticipated land-atmosphere drivers consider the two-way feedbacks between surface influence on aerosols, clouds, and precipitation properties and the associated radiative impacts on plant physiology and canopy-scale fluxes. Emphasis will include the study of the impact of surface processes on aerosols via precursor emission, and on clouds via moisture flux and thermal development.

54 ENVIRONMENTAL SCIENCES↗

DOE OSTI2024

Availability and Performance Loss Factors for U.S. PV Fleet Systems

In the PV Fleet Performance Data Initiative, we partner with photovoltaic (PV) fleet owners to collect time-series PV production data and publish aggregated, anonymized results. This report is an update of our previous publications, specifically a FY 2021 performance index publication and a FY 2022 fleet degradation analysis. In this analysis, we have increased our data participants and system totals by around 10% to 8.5 GW and 24,000 separate inverter data channels. Four major analysis topics are considered in this report: Performance Index (PI) trends, PV system availability, soiling losses, and PV system degradation. Performance Index and inverter availability are assessed on a larger set of data from our FY 2021 report: 1,128 systems compared with 200 systems from before. The increased number of systems is due to an improved data quality methodology, as well as introducing new systems to the analysis. Overall results are similar to previously published values - overall inverter availability is low in the first six months of system performance before reaching steady-state by the end of the first year. Excluding this six-month startup period, system-level aggregated data shows a median (P50) system availability of 0.99 and a lower 10th percentile (P90) value of 0.95 (Figure ES-1). A dependence on system size is also demonstrated, with worse inverter availability results for larger PV systems. Causes of this effect are under investigation, but may be impacted by inverter size, which also show lower availability for larger inverter sizes. This report also investigates PI, correcting for degradation, soiling, snow, and availability. Following these corrections, the median system PI over its entire lifetime is 0.95. PI values reported here are approximately 3% lower than what we presented in our previous FY 2021 report. Soiling loss is assessed in a comprehensive way for the first time in this report. Results are presented using the COmbined Degradation and Soiling (CODS) method, as implemented in RdTools (v3.0.0a4). Soiling values are presented for 255 systems, which indicated irradiance-weighted soiling loss greater than 1%. The values have been published in an updated NREL soiling map at nrel.gov/pv/soiling.html. Finally, we investigated system degradation using three different data analysis techniques: conventional RdTools (year-on-year (YOY)), CODS, and Performance Loss Rate (PLR) analysis. Overall degradation results are consistent with our previous publications. Rerunning conventional RdTools on our updated fleet shows that some data partners have systematically fallen below the median system degradation rate (change over time) of -0.75 %/year. A comparison with PLR analysis, which looks at change in annual PI over time, shows that median system degradation is consistent with -0.5% to -0.75% per year change. However, at the P90 value, system degradation is substantially faster. These two results are consistent and indicate that resulting degradation statistics depend to a great degree on the population of PV systems making up the analysis cohort and whether soiling impacts the systems. The use of CODS for degradation analysis provides a different method for degradation assessment, which explicitly excludes the impact of recoverable soiling on degradation analysis. Excluding soiling effects yields an annual system degradation around -0.5% per year on average. This indicates that a portion of system performance loss may be attributed to periodic soiling that is not fully recovered. This report provides PV system owners/operators with background and methods to analyze PV system performance, give guidance for expected cohort performance, and performance loss values for use in pro-forma financial models, which guide new-build system design and bankability reports.

14 SOLAR ENERGY↗

DOE OSTI2022

Williston Basin Carbon Ore, Rare Earth, and Critical Minerals (CORE-CM) Program

The U.S. Department of Energy’s Office of Fossil Energy awarded 13 CORE-CM programs as part of the CORE-CM Initiative, designed to develop the technology and upstream and midstream supply chains to extract rare-earth elements (REEs) and critical minerals (CMs) from the nation’s coal supplies. The intent is to catalyze regional economic growth and job creation while strengthening the use of domestic resources. The Williston Basin CORE-CM Program aims to drive the expansion and transformation of coal and coal-based resource usage within the Williston Basin to produce REEs, CMs, and nonfuel carbon-based products (CBPs). The work constitutes Phase 1 of a long-term program. The objectives of Phase 1 are to identify the existing knowledge base and gaps and to develop a series of assessments/plans, including an initial basinal assessment; a characterization and data acquisition plan; a waste stream reuse plan; a basinal strategies assessment for infrastructure, industries, and business; a technology assessment, development, and field testing plan; a technology innovation center plan(s); and a stakeholder outreach and education plan. The goal of this project is to initiate the development of a new industry in the resource-rich Williston Basin that will catalyze economic growth and job creation through a coalition team of private industry, university, and state, local, and federal government entities. A coalition team of nearly 30 private industry, university, and state, local, and federal government partners was formed for this program. Partners include the University of North Dakota Energy & Environmental Research Center, Institute for Energy Studies, and Nistler College; North Dakota State University; Montana Tech University; Pacific Northwest National Laboratory; Critical Materials Institute; North Dakota Geological Survey; South Dakota Geological Survey; U.S. Geological Survey; North American Coal Corporation; BNI Energy; Basin Electric Power Cooperative; Minnkota Power Cooperative; and many more.

Kay, John P.↗

DOE OSTI2023

Williston Basin Carbon Ore, Rare Earth, and Critical Minerals (CORE-CM) Program

The U.S. Department of Energy’s (DOE’s) Office of Fossil Energy awarded 13 Carbon Ore, Rare-Earth and Critical Minerals (CORE-CM) programs as part of the CORE-CM Initiative, designed to develop the technology and upstream and midstream supply chains to extract rare-earth elements (REEs) and CMs from the nation’s coal supplies. The intent is to catalyze regional economic growth and job creation while strengthening the use of domestic resources. The Williston Basin CORE-CM Program aims to drive the expansion and transformation of coal and coal-based resource usage within the Williston Basin to produce REEs, CMs, and nonfuel carbon-based products (CBPs). The work constitutes Phase 1 of a long-term program. The objectives of Phase 1 are to identify the existing knowledge base and gaps and to develop a series of assessments/plans, including an initial basinal assessment; a characterization and data acquisition plan; a waste stream reuse plan; a basinal strategies assessment for infrastructure, industries, and business; a technology assessment, development, and field-testing plan; a technology innovation center plan(s); and a stakeholder outreach and education plan. Originally, the CORE-CM programs were to do little if any sample collection as part of the Phase 1 program. As part of the ongoing interactions with DOE regarding the progress of the 13 CORE-CM programs, DOE has decided to extend Phase 1 with additional funding to allow all of the Phase 1 CORE-CM programs to collect and characterize more samples that have potential to be sources of REEs and CMs. The goal of this project is to initiate the development of a new industry in the resource-rich Williston Basin that will generate economic growth and job creation through a coalition team of private industry; university; and state, local, and federal government entities. A coalition team of nearly 30 private industry; university; and state, local, and federal government partners was formed for this program. Partners include the University of North Dakota Energy & Environmental Research Center, Institute for Energy Studies, and Nistler College; North Dakota State University; Montana Tech University; Pacific Northwest National Laboratory; Critical Materials Institute; North Dakota Geological Survey; South Dakota Geological Survey; U.S. Geological Survey; North American Coal Corporation; BNI Energy; Basin Electric Power Cooperative; Minnkota Power Cooperative; and many more.

Kay, John P.↗

DOE OSTI2020

Charting a Path for Reliable, Resilient and Affordable Clean Energy: A Roadmap for Three Communities in Utah

The roadmap identifies strategies to align deployment of distributed energy resources with the continued growth of utility-scale solar. The strategies outlined in the roadmap have been developed through collaborative discussions with project partners, but may not represent the opinions of, or positions of, all partner organizations and parties involved in the "Renewable Energy Impacts and Solutions in Utah" project. Rather, the strategies outlined in this Roadmap represent a suite of tools and actions that Salt Lake City, Park City, and the City of Moab can consider as each city works towards their community renewable electricity goals. While this Roadmap was developed to inform three communities as they progress towards their specific community energy goals, much of the analysis presented in the roadmap was conducted for Utah as a whole. Other communities in Utah can use the scenarios and strategies outlined in the roadmap to leverage the full potential of distributed energy resources to provide benefits to the community.

100% renewable↗

DOE OSTI2024

Equitable Strategies for Residential Building Energy Efficiency and Electrification in San José, California

Hotter summers, heat waves, wildfires, and droughts are already affecting San Jose residents, with historically marginalized communities impacted first and worst. The City of San Jose has ambitious goals to make the city climate-neutral by 2030 and serve as an example for cities to accelerate climate action around the world. Electrifying and decarbonizing residential buildings are important priorities to achieve San Jose's plans to reach carbon neutrality while enabling residents to live the "Good Life 2.0" - a vision that aligns with community-identified priorities of safety, health, freedom, community, and positive experiences. This technical assistance built upon the Electrify San Jose: Framework for Existing Building Electrification to identify actionable strategies to make single- and multi-family buildings both energy-efficient and all-electric. This report is intended to provide the San Jose Climate Smart team and their partners with relevant data, insights, and actionable analysis to aid in-depth and nuanced engagements with key stakeholders. In particular, the findings in this report highlight opportunities and challenges for San Jose City Council, residents, building owners, developers, financial institutions, and utility partners instrumental in building support and earning buy-in for energy efficiency and electrification upgrades in existing buildings.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2024

Equitable Strategies for Residential Building Energy Efficiency and Electrification in San José, California [Slides]

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2024

Williston Basin Carbon Ore, Rare Earths, and Critical Minerals (CORE-CM) Program

The U.S. Department of Energy’s Office of Fossil Energy awarded 13 CORE-CM programs as part of the CORE-CM Initiative, designed to develop the technology and upstream and midstream supply chains to extract rare-earth elements (REEs) and critical minerals (CMs) from the nation’s coal supplies. The intent is to catalyze regional economic growth and job creation while strengthening the use of domestic resources. The Williston Basin CORE-CM Program aims to drive the expansion and transformation of coal and coal-based resource usage within the Williston Basin to produce REEs, CMs, and nonfuel carbon-based products (CBPs). A coalition team of nearly 30 private industry, university, and state, local, and federal government partners was formed for this task. Partners include the University of North Dakota’s Energy & Environmental Research Center, College of Engineering and Mines Research Institute, and Nistler College; North Dakota State University; Montana Tech University; Pacific Northwest National Laboratory; Critical Materials Institute; North Dakota Geological Survey; South Dakota Geological Survey; U.S. Geological Survey; North American Coal Corporation; BNI Energy; Basin Electric Power Cooperative; Minnkota Power Cooperative; and many more. This presentation will focus on the current status and results to date of the Williston Basin CORE-CM Program, with a focus on core sample characterization for REE and CM content.

Folkedahl, Bruce C.↗

DOE OSTI2024

FY2023 NSTTF Annual Report

The National Solar Thermal Test Facility (NSTTF) is a DOE Core Capability and Technology Deployment Center located in Albuquerque, NM. It is operated by Sandia National Laboratories (Sandia) for the U.S. Department of Energy (DOE). The NSTTF is the only multi-mission, multi-use, multi-story test facility of its type in the United States. The NSTTF was founded in 1978 and began testing with high heat flux that same year. Over the past 45 years, the NSTTF has been at the forefront of the research, design, fabrication, and testing of many of the critical Concentrating Solar Power (CSP) technologies. These technologies have allowed costs to be dramatically reduced from over $\$ $0.40 /kWh to $\$$0.12 /kWh since the conception of this renewable energy technology. The NSTTF has worked to make the Solar Energy Generating Systems (SEGS) parabolic trough plants successful, while also working with the Solar One and Solar Two facilities for successful implementation. Over the four decades since its founding, the mission of the NSTTF has grown to include new receiver technologies, like our generation 3 falling particle system (G3P3 Tower), optical metrology techniques like SOFAST, molten salt testing, thermal energy storage, solar thermal chemistry, and more. We continue to expand our capabilities in pursuit of the DOE SETO mission and the DOE SunShot 2030 goals: unsubsidized LCOE of $\$$0.05/kWh for CSP that includes 12 or more hours of thermal energy storage. To support both the DOE SETO mission and support the CSP sector as a whole, we are working to develop our operations and maintenance framework to provide a world class testing facility in support of our technological achievements. To accomplish both of these missions, the NSTTF draws on the decades of experience and expertise of our staff along with the world-class facilities at Sandia National Laboratories to further the science of concentrated solar thermal technologies in diverse applications. We remain a trusted partner for high-quality and impactful research in both fundamental and applied arenas. We are able to provide our partners with both one-of-a-kind testing platforms as well as world-class analytics.

14 SOLAR ENERGY↗

DOE OSTI2023

The Port of Los Angeles Zero- and Near-Zero-Emission Freight Facilities Shore to Store Project

The City of Los Angeles Harbor Department (Harbor Department, Port of Los Angeles) partnered with Equilon Enterprises LLC (d/b/a Shell Oil Products US) (Shell), Toyota Motor North America (Toyota), and Kenworth Truck Company (Kenworth) partnered with the Port of Hueneme, United Parcel Service, Total Transportation Services Inc., Southern Counties Express, Toyota Logistics Services, Air Liquide, National Renewable Energy Laboratory, Coalition For A Safe Environment, and the South Coast Air Quality Management District to introduce hydrogen fuel into the Southern California drayage truck market by demonstrating near-commercial heavy-duty hydrogen fuel cell electric trucks at and between freight facilities throughout the region, while continuing to lay the groundwork for battery-electric operations. The Shore to Store project built on project team experience to help realize our vision of zero-emission freight operations in the future. Ten Kenworth zero-emission Class 8 fuel cell electric trucks, integrated with Toyota’s fuel cell drive technology, were operated by United Parcel Service, Total Transportation Services Inc., Southern Counties Express, and Toyota Logistics Services in commercial service. The demonstration fleet fueled at the Shore to Store hydrogen fueling stations that were built in Ontario, California, and Wilmington, California. An additional station at the Port of Long Beach (Portal Station) was available for fueling the fleet. Portal Station was supported by grants from the California Energy Commission and South Coast Air Quality Management District and used as match funding for the Shore to Store project. The Port of Hueneme demonstrated two battery-electric yard tractors, and Toyota Logistics Services demonstrated two zero-emission forklifts at their warehouse facility, showcasing elements of the entire supply chain operating with zero emissions. This project showcased a snapshot of the zero-emission supply chain of the future, providing a model by which freight facilities can support zero-emission operations. The Shore to Store project: Demonstrated the technical feasibility of zero-emission hydrogen fueled Class 8 heavy-duty trucks and electric cargo handling equipment in rigorous goods movement operation throughout the Southern California region. Cumulatively completed 59,212 miles of zero-emission operation, with 21,650 miles driven in-service with the fleets, using hydrogen fuel cell electric Class 8 heavy-duty trucks. Operated zero-emission yard tractors for a total of 2,749.6 hours. Created direct localized emission reductions in designated disadvantaged communities, including those in zip codes 90220, 90247, 90248, 90731, 90744, 90802, and 91761. For the 59,212 miles of zero-emission operation, reduced emissions by an estimated total of 15.5 kg NOX (0.163 g/km), 1.01 kg SOX (0.0106 g/km), and 304.8 metric tonnes of CO2e (3.2 kg/km) compared to diesel baseline vehicles including both tailpipe emissions and the emissions from producing the fuel sources.

08 HYDROGEN↗

DOE OSTI2024

Driving Affordable Decarbonization: Inclusive Utility Program Designs for Disadvantaged Communities

Our research team worked with 17 utility partners from various U.S. regions to study current utility program practices. We identified the key characteristics of these programs and the challenges and opportunities in implementing them. Through our research, we provide a pragmatic, design-oriented, and customer-centered perspective for effective program design and implementation. We identify 13 successful characteristics of program design that may be considered by utility partners.

disadvantaged communities↗

DOE OSTI2024

FY24 accomplishments in preparation for startup of Activated Materials Laboratory (AML)

The Activated Materials Laboratory (AML) will be a new radiological facility at the Advanced Photon Source (APS) in Argonne National Laboratory (ANL), adjacent to the high-energy x-ray microscopy (HEXM) beamline in the long beamline building (LBB) constructed under the APS-upgrade (APS-U) project. The AML is a centralized facility to facilitate the safe conduct of experiments on activated materials at the APS. This report provides an overview of the status of the AML as a Nuclear Science User Facilities (NSUF) partner user facility in preparation for the general user access in 2025 upon the commissioning of the APS-U beamlines. The AML's scope, functionality and components are detailed. The NSUF partner beamlines’ commissioning status in the post-APS-U era is provided, along with the AML’s operational updates and operational plan.

73 NUCLEAR PHYSICS AND RADIATION PHYSICS↗

DOE OSTI2024

Advanced Measurements for Resilient Integration of Inverter-Based Resources: PROGRESS MATRIX Final Report

As nearly every aspect of the electric power grid undergoes rapid change, measurement technologies that support grid operation and planning must evolve as well. The rapid large-scale deployment of inverter-based resources (IBRs) vital to achieving the nation’s clean energy goals has in some cases led to negative impacts on the reliability and security of the bulk power system (BPS). Advanced power system measurements, including synchronized phasor and waveform measurements, are key to making IBR integration secure and reliable. To this end, the Department of Energy (DOE) initiated the PROGRESS MATRIX project to develop advanced measurement capabilities and analytics that will accelerate adoption of IBRs while improving the reliability and resilience of the BPS. This report discusses the outcomes of the project, which was a joint effort between the Pacific Northwest National Laboratory (PNNL), Oak Ridge National Laboratory (ORNL), the National Renewable Energy Laboratory (NREL), and Lawrence Berkeley National Laboratory (LBNL). In the project’s first year, PNNL, NREL, and ORNL partnered with the Bonneville Power Administration (BPA), the Western Area Power Administration (WAPA), and Kauai Island Utility Cooperative (KIUC) to understand their existing measurement capabilities and the gaps limiting deployment of IBR-focused measurement systems and analytics. The other primary activity in the first year was deployment of GridSweep instruments, which provide unprecedented precision in waveform measurement while probing distribution systems. The instruments were deployed at Dominion Energy and the University of California, Riverside. In the project’s second year, the input from partner utilities and collected measurements were used to advance measurement capabilities. Twelve analytical methods spanning disturbance analysis, power plant evaluation, feeder evaluation, and modeling were developed. Two software tools were developed, one to analyze GridSweep measurements and another to automatically evaluate the control performance of power plants connected to the BPS. Testbeds at ORNL and NREL were augmented to better enable studies of IBR integration. The project culminated in demonstrations of these analytical methods, software tools, and testbeds, both in the field and in the laboratory. This report discusses these various accomplishments and documents the significant progress in developing advanced measurement capabilities to support the secure, reliable, and accelerated adoption of IBRs in the BPS.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Grid-Ready Energy Analytics Training with Data (“GREAT with Data”)

GridEd is a collaborative educational initiative consisting of the Electric Power Research Institute (EPRI), 5 Partner Universities (Stony Brook University, The University of Texas at Austin, University of California – Riverside, Virginia Tech, Washington State University), and participating industry sponsors. This educational initiative focuses on developing and training the next generation of power engineers so they can help shape the electric grid of the future by anticipating and fulfilling the needs of changing electric industry requirements. GridEd is leveraging electric industry research to educate a future electric grid workforce by empowering new and continuing education students, not only to become competent and well-informed engineers, but also to participate and influence major technological, social, and policy decisions that address critical global challenges. GridEd’s activities are centered around four core pillars: Enhancement of university power systems engineering curricula; Professional development and training for a diverse electric industry workforce; Stimulating students to join the movement for the next generation of power engineers, and; Improve workforce development efforts in the electric utility industry. Major accomplishments over the course of the project were: Over 50 unique professional short courses were delivered by more than 30 instructors across the GridEd network; Over 3,600 unique learners, many who took multiple courses, received more than 27,000 professional development hours (PDH) and over 1,000 certificates of completion; Approximately 2,900 unique learners undertook a course that was offered LIVE online or in-person; Approximately 700 unique learners undertook a course that was offered as computer-based training (CBT); Over 35 unique university courses were delivered by more than 30 instructors to 1,500 university students across the GridEd network; One-hundred-and-fifty-seven (157) students were funded to completed 43 student projects in topics of power systems and data science, and; Six (6) Historically Black Colleges and Universities (HBCUs) recruited as Affiliate Universities via Utility Partners. The professional training initiative and workforce development activities launched by this project will be sustained through EPRI’s collaborative business model with industry. Stimulating students to join the power engineering workforce of the future and the enhancement of tertiary training may continue to need government support.

14 SOLAR ENERGY↗

DOE OSTI2024

Adaptive Protection and Validated Models to Enable Deployment of High Penetrations of Solar PV (PV-MOD)

The availability and validation of various PV models in commercial tools differ, with some models not yet thoroughly validated for advanced inverter functionalities and reliable performance under weak system conditions. Many existing models do not fully incorporate new inverter control functions, which can affect system stability. The increasing deployment of solar PV and other inverter-based resources (IBRs), including distributed energy resources (DERs), is influencing the reliable operation of protection schemes in distribution systems and microgrids. Emerging adaptive protection schemes (APS) offer new opportunities for protecting these systems during varying configurations and DER operating conditions, though their demonstration and validation remain limited. Adaptive protection schemes face similar challenges, as they are typically designed for specific configurations. There is a growing need for tools and methodologies to streamline the deployment of adaptive protection for safe and reliable DER integration. The project main objective was to develop and validate high-fidelity generic models of solar PV facilities for stability, protection, EMT, and QSTS analyses. This objective was achieved, and these models can now be integrated into commercial software tools, enabling utilities, vendors, and developers to study high-penetration PV systems more confidently. The project also demonstrated advanced applications of these models, including the design and deployment of adaptive protection schemes in high-penetration field applications and microgrids, supporting grid safety and reliability. Several milestones were reached by the end of the project. A sophisticated inverter test plan was developed, and inverters representative of the North American marketplace were selected. EPRI and NREL tested various inverters, conforming to IEEE standards. Improvements were made to existing generic models of IBR units, IBR plants, and aggregated feeders for various analyses. The first generic electromagnetic transient (EMT) model for a solar PV plant was developed, conforming to IEEE Std 2800™-2022 and validated against laboratory measurements of a 2.2 MVA large-scale battery energy storage system (BESS) inverter. That model was then used to produce reference responses illustrating examples of validated and verified IBR plant models that pass or fail tests for technical minimum capability and performance as specified in the IEEE standard. The developed, tested, and validated generic models can be used for transmission planning, stability assessments, expansion planning, and evaluating potential future IBR interconnection requirements. They can also support interconnection screens and conformity assessments of IBR plants, including solar PV. The project significantly contributed to the ongoing standardization and model-based representation and verification of IBR responses. The project further addressed challenges of common distribution protection schemes with increasing deployment of DER by developing, validating, and demonstrating adaptive protection schemes (APS) that can improve the reliable and safe integration of DER into distribution systems. New APS were designed using improved DER models for three common distribution systems: a radial feeder, a meshed network, and a microgrid. Modeling and hardware-in-the-loop (HIL) testing of the APS were conducted, successfully showing their effectiveness and selectivity. Proof-of-concept field demonstration was achieved for two APS, i.e., one on a radial feeder and another one in a microgrid. Field demonstration could not be achieved for the APS on a meshed network, primarily due apprehension of one utility partner and also due to limited access to the protective algorithms in the network protectors. Guidelines developed from the lessons learned in the project lay out the general process followed in the design, installation, and commissioning of APS for various distribution systems. Distribution utility partners’ apprehension about field demonstration of the new APS were addressed—with varying success—by taking a stepped risk-management approach of modeling of a wide range of sensitivities first, performing in-depth proof-of-concept testing in the laboratory including HIL next, and finally deliberately implementing and commissioning the actual protection equipment and algorithms into parts of—or in parallel operation to—the three real distribution systems. Future work should include pilot projects that further show the acceptable performance of the developed APS before these schemes be rolled out more widely. Inclusion of both utility and original equipment manufacturers (OEMs) in future projects could increase chances of successful field demonstration. Despite challenges in achieving the field demonstration goal of the project for all three APS, the research significantly contributed to the innovation of adaptive protection solutions for scalable and reliable DER integration into distribution systems. This project significantly enhances the understanding of the impact of using appropriate inverter models on distribution and transmission (T&D) systems. By addressing the limitations of existing generic models, the project introduces high-fidelity models for stability, protection, electromagnetic transient (EMT), and quasi-static time series (QSTS) analyses. These models, integrated into commercial software tools, enable utilities, vendors, and developers to confidently study high-penetration PV systems. The project also demonstrates advanced applications, including adaptive protection schemes (APS) for distribution systems and microgrids, ensuring grid safety and reliability. The technical effectiveness and economic feasibility of the methods are evident through the development and validation of sophisticated inverter test plans and the selection of representative inverters. Testing by EPRI and NREL on retail, commercial, and utility-scale inverters, conforming to IEEE standards, underscores the robustness of the models. Improvements to existing generic models for various analyses further enhance their validity and applicability. The project also identifies gaps in common distribution protection schemes and designed new APS using improved DER models, demonstrating their effectiveness through modeling and hardware-in-the-loop (HIL) testing. The project’s benefits to the public are manifold. By advancing the standardization and model-based representation of IBR response, it supports transmission planning, stability assessments, and future IBR interconnection requirements. The generic models can facilitate better communication between transmission planners and developers, supporting expected IBR plant capability and performance. Additionally, the development of APS for radial feeders, meshed networks, and microgrids supports the integration of distributed energy resources (DERs) into distribution systems, enhancing grid reliability and safety. The project’s emphasis on thorough testing and simplicity in design ensures practical and scalable solutions for DER integration.

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