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ResStock Measure Documentation: Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER) With Light Envelope Improvements

This report is part of series describing a variety of different ResStock(TM) measures. "Measures" refers to energy efficiency retrofits that can be applied to buildings during modeling. This documentation covers the "Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER) With Light Envelope Improvements" measure upgrade methodology and briefly discusses key results. All results can be accessed on the ResStock Open Energy Data Initiative "End-Use Load Profiles for the U.S. Building Stock" data lake and on the data viewer at resstock.nlr.gov.

15 GEOTHERMAL ENERGY

ResStock Measure Documentation: Residential Single-Stage Geothermal Heat Pump (3.8 COP, 18.6 EER)

The goal of this work is to develop energy efficiency, demand flexibility, and other retrofit end-use load shapes (electricity, gas, propane, or fuel oil) that cover a majority of the high-impact, market-ready (or nearly market-ready) measures. "Measures" refers to retrofits that can be applied to buildings during modeling. An "end-use savings shape" is the difference in energy consumption between a baseline building and a building with an energy efficiency, demand flexibility, or other retrofit measure applied. It results in a time-series profile that is broken down by end use and fuel (electricity or on-site gas, propane, or fuel oil use) at each time step. ResStock is a highly granular, physics-based, bottom-up model that uses multiple data sources, statistical sampling methods, and advanced building energy simulations to estimate the annual subhourly energy consumption of the residential building stock across the United States. The baseline model intends to represent the U.S. residential building stock as it existed in 2018. Technical documentation for the inputs and assumptions in the baseline building stock model is available in Reyna et al. (2025). Calibration and validation of the baseline model results are available in the final technical report of the End-Use Load Profiles project (Wilson et al. 2022). This documentation focuses on a single end-use savings shape measure: Residential Single-Stage Geothermal Heat Pump (GHP).?Single-stage GHPs are able to reduce energy consumption by 31% for the entire stock. Additional results provided below detail how savings changes for sections of the housing stock with different base heating fuel and in different climate zones, as well as the savings potential by state for both heating and cooling. Utility bills and electric panel impacts are also shown and discussed.

15 GEOTHERMAL ENERGY

ResStock Measure Documentation: Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER)

The goal of this work is to develop energy efficiency, demand flexibility, and other retrofit end-use load shapes (electricity, gas, propane, or fuel oil) that cover a majority of the high-impact, market-ready (or nearly market-ready) measures. "Measures" refers to retrofits that can be applied to buildings during modeling. An "end-use savings shape" is the difference in energy consumption between a baseline building and a building with an energy efficiency, demand flexibility, or other retrofit measure applied. It results in a time-series profile that is broken down by end use and fuel (electricity or on-site gas, propane, or fuel oil use) at each time step. ResStock is a highly granular, physics-based, bottom-up model that uses multiple data sources, statistical sampling methods, and advanced building energy simulations to estimate the annual subhourly energy consumption of the residential building stock across the United States. The baseline model intends to represent the U.S. residential building stock as it existed in 2018. Technical documentation for the inputs and assumptions in the baseline building stock model is available in Reyna et al. (2025). Calibration and validation of the baseline model results are available in the final technical report of the End-Use Load Profiles project (Wilson et al. 2022). This document focuses on a single end-use savings shape measure: Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER). This document builds on details established in the single-stage document (Maguire et al. 2025) to detail differences in the approach to modeling this higher efficiency, but more commonly deployed, type of geothermal heat pump. Specific EnergyPlus objects and product specific curves used are highlighted along with showing the results of this measure compared to the baseline and single-speed geothermal heat pumps. Two-speed geothermal heat pumps are able to save even more energy and on utility bills than single-speed products, albeit at the expense of a higher first cost.

15 GEOTHERMAL ENERGY

ResStock Measure Documentation: Residential Variable-Speed Geothermal Heat Pump (4.4 COP, 30.9 EER)

The goal of this work is to develop energy efficiency, demand flexibility, and other retrofit end-use load shapes (electricity, gas, propane, or fuel oil) that cover a majority of the high-impact, market-ready (or nearly market-ready) measures. "Measures" refers to retrofits that can be applied to buildings during modeling. An "end-use savings shape" is the difference in energy consumption between a baseline building and a building with an energy efficiency, demand flexibility, or other retrofit measure applied. It results in a time-series profile that is broken down by end use and fuel (electricity or on-site gas, propane, or fuel oil use) at each time step. ResStock (TM) is a highly granular, physics-based, bottom-up model that uses multiple data sources, statistical sampling methods, and advanced building energy simulations to estimate the annual subhourly energy consumption of the residential building stock across the United States. The baseline model intends to represent the U.S. residential building stock as it existed in 2018. Technical documentation for the inputs and assumptions in the baseline building stock model is available in Reyna et al. (2025). Calibration and validation of the baseline model results are available in the final technical report of the End-Use Load Profiles project (Wilson et al. 2022). This documentation focuses on a single end-use savings shape measure: Residential Variable-Speed Geothermal Heat Pump (GHP). This document provides the relevant new modeling information for variable-speed systems not previously covered in either the single-stage or two-stage documents. Variable-speed GHPs represent the most efficient option available for this technology: They provide the most savings, with up to 46% for the applicable portion of the housing stock, compared to 31% for less efficient single-stage GHPs. Additional results shown here detail how the savings change for sections of the housing stock with different base heating fuels and in different climate zones, and they show the savings potential by state for both heating and cooling. Utility bills and electric panel impacts are also shown and discussed.

15 GEOTHERMAL ENERGY

ResStock Measure Documentation: Residential Two-Stage Geothermal Heat Pump (4.0 COP, 20.5 EER) With Envelope Improvements and Advanced Air Sealing

The goal of this work is to develop energy efficiency, demand flexibility, and other retrofit end-use load shapes (electricity, gas, propane, or fuel oil) that cover a majority of the high-impact, market-ready (or nearly market-ready) measures. "Measures" refers to retrofits that can be applied to buildings during modeling. An "end-use savings shape" is the difference in energy consumption between a baseline building and a building with an energy efficiency, demand flexibility, or other retrofit measure applied. It results in a time-series profile that is broken down by end use and fuel (electricity or on-site gas, propane, or fuel oil use) at each time step. ResStock is a highly granular, physics-based, bottom-up model that uses multiple data sources, statistical sampling methods, and advanced building energy simulations to estimate the annual subhourly energy consumption of the residential building stock across the United States. The baseline model intends to represent the U.S. residential building stock as it existed in 2018. Technical documentation for the inputs and assumptions in the baseline building stock model is available in Reyna et al. (2025). Calibration and validation of the baseline model results are available in the final technical report of the End-Use Load Profiles project (Wilson, et al. 2022). This document focuses on a single end-use savings shape measure: Residential Two-Stage Geothermal Heat Pump (GHP) (4.0 COP, 20.5 EER) With Envelope Improvements. This measure combines a two-stage GHP with envelope improvements as a single package. As this package is a combination of two other measures, this document focused on documenting the results associated with this combination of technologies, with individual measure documents for two-stage GHPs and envelope improvements providing the information on the details of these measures. When the two technologies are combined, envelope improvements can modestly reduce energy consumption by a further 10%-15%, but also reduce the required size of the ground heat exchanger and heat pump by approximately 33% on average across all sites. The cost of installing envelope improvements in these homes is likely to be more than paid for by the reduction in equipment and drilling costs in these buildings for the majority of the stock.

15 GEOTHERMAL ENERGY

Novel Modular Residential CCHP for Space Conditioning and Water Heating

This presentation will first describe the design of a novel modular residential cold-climate heat pump for both space conditioning and water heating that can be coupled with thermal energy storage (TES) to maximize system efficiency and load flexibility. Among some of the novel operating modes of the proposed design include: 1) simultaneous outdoor coil defrost while still providing space heating or water heating; 2) simultaneous water heating and space cooling 3) using the TES as the heat source during cold climate operation to improve efficiency and 4) compressorless charging of the TES module during days with high temperature swings between night and day. Then, initial simulation results will be presented describing system performance in key operating modes in climate region 5.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

The Interplay Between Climate and Urban Expansion on Building Energy Demand in Morocco

Understanding building energy demand is critical for addressing climate uncertainty challenges and ensuring sustainable urban growth. This study develops a building energy demand (BED) model to explore how climate variation and urban expansion affect residential and commercial space heating and cooling demands in Morocco for three scenarios, namely, 2005, 2018, and 2018 + 1.5 °C. The results show that coastal cities have lower heating and cooling needs due to the oceanic influence, while interior cities require significantly higher heating demand per-unit-floorspace. Between 2005 and 2018, urban growth increased total heating and cooling demand by 218.8 GWh, particularly in northern and coastal regions, despite per-unit-floorspace reductions in milder climates and improved building efficiency in 2018. Residential heating remains the dominant energy use, though commercial demand is significant in urban centers. Under the 2018 + 1.5 °C hypothetical scenario, heating demand across Morocco declines by 335.8 GWh compared to 2018, with urban areas amplifying this trend. Meanwhile, cooling demand increases slightly by 44.4 GWh, with major cities experiencing relative increases of up to 50%. These findings highlight a trade-off where reduced winter heating needs are partly offset by increased summer cooling demands in densely urbanized areas. In conclusion, the study identifies key urban hotspots for targeted interventions, emphasizing the need for energy-efficient building designs, climate-adaptive urban planning, and resilient energy management strategies to sustainably address shifting seasonal energy patterns.

Morocco

Ductless Heat Pump Program

The Verde Ductless Heat Pump (DHP) Program expanded access to high-efficiency electric heating and cooling technologies for households in priority communities within the Portland Metro area. Funded by the U.S. Department of Energy’s Building Technologies Office (DE-EE0010132), the program combined residential ductless heat pump deployment with community-based outreach, participant support, contractor partnerships, and system development to improve program delivery.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

Application of Ibuprofen Sodium Dihydrate for Thermochemical Energy Storage

Thermochemical energy storage (TCES) offers a transformative approach to address grid instability by harnessing reversible chemical reactions for efficient heat storage and release. Here, we introduce pharmaceutical organic salt hydrates as a class of materials with exceptional performance for low-grade waste heat recovery. We demonstrate ibuprofen sodium dihydrate (ISD) as an example organic hydrate exhibiting a dehydration temperature range of 60-110 °C and a remarkable dehydration enthalpy of up to 59.5 kJ/mol of water, ideally suited for capturing industrial and residential waste heat. Using rigorous multimodal characterization, including thermogravimetric analysis, differential scanning calorimetry, in-situ FTIR, in-situ PXRD, and NMR, we demonstrate ISD's superior thermal, chemical, and structural stability over 150 hydration-dehydration cycles, achieving an unprecedented cycling efficiency of ~99.9%. Compared to conventional inorganic salt hydrates like strontium chloride hexahydrate and calcium oxalate monohydrate, ISD showcases enhanced durability without deliquescence or pulverization, even under high-humidity conditions. In-situ analyses confirm the transition from ISD to ibuprofen sodium anhydrous (ISA) proceeds with structural reorganization, thereby combining the dehydration mechanism with phase transitions, resulting in higher energy storage capacity. Microstructural analyses reveal that repeated water intercalation and structural transitions aid in creating significant porosity that enhances water transport kinetics, further improving the hydration/dehydration performance. By combining the phase change and chemical dehydration mechanisms, ISD paves the way for designing a new class of organic salt hydrates, offering tunable properties to meet diverse thermal energy storage demands and supporting sustainable grid resilience.

Thangaraj, Kavin C.

Virtual refrigerant charge sensor for variable-speed heat pumps based on feature selection

The refrigerant charge level in heat pump systems significantly impacts their energy efficiency. Virtual refrigerant charge (VRC) sensing technology has been comprehensively investigated and well-established due to its lower cost compared to physical sensors. However, the previous VRC research often relied on expert judgment and physical reasoning for their variable selection, which can potentially select redundant (or highly correlated) or insignificant features, and it is also primarily focused on single-speed systems. To address these challenges, this study proposes a VRC algorithm for variable-speed heat pumps that selects features through a rigorous feature selection method in combination with physical insights. We also propose a piecewise linear model structure segmented by subcooling temperature to accurately predict charge levels, particularly when subcooling temperatures are substantially low. The proposed algorithm was evaluated using experimental data of a residential R410A heat pump, and the performance was compared with two baseline VRC algorithms. The results are: (1) The proposed algorithm outperforms for the case with subcooling temperature less than 1 °C. (2) The proposed algorithm achieves a tested mean absolute percentage error (MAPE) of 4.23%, and improves the overall accuracy for cooling conditions by approximately 60%, compared with the two baseline algorithms. (3) The proposed algorithm uses two fewer features and improves the accuracy for undercharge cooling conditions by 68.0%, compared with baseline algorithm 2. These improvements enhance prediction accuracy and prevent overfitting, providing a more reliable refrigerant charge level prediction and helping improve the heat pump energy efficiency.

Liang, Chenjiyu

Making Small-Volume Heat Pump Water Heaters Larger: A Design Framework for Integrated Phase Change Material Heat Exchangers

Those that use electricity for water heating, the majority use resistive elements rather than heat pump water heaters (HPWHs), the latter of which use 60-70% less energy than the former. One major barrier to wider HPWH adoption is the added equipment required, which prevents current 50-80-gallon tanks on the market from fitting into smaller utility closets sized for 30-40 gallons, such as those found in manufactured housing. Additionally, these smaller HPWHs tend to underperform relative to their larger counterparts. One solution that addresses both space and performance concerns is thermal energy storage, and in particular, phase change materials (PCMs). PCMs have been studied extensively in building envelope and HVAC systems, but remain a nascent technology in residential water heating. While water itself has a uniquely high energy storage capacity, PCMs have an even higher energy storage density, thus providing the potential to elevate the performance of 40-gallon HPWHs to that of 50-gallon or larger tanks. This research is part of a larger project that seeks to utilize thermal energy storage to enable decarbonized water heating in low-income communities. In this study, we outline the design process used to produce novel PCM heat exchangers for use in small-volume HPWH tanks, including the identification of design constraints and performance targets relevant to real-world applications. In order to ensure optimal PCM utilization and tank storage capacity, we focus here on co-maximizing surface area and PCM volume in the heat exchangers; therefore, this research targets triply periodic minimal surface (TPMS) lattices. TPMS lattices boast enhanced heat transfer capabilities compared to traditional heat exchanger geometries and offer highly tailorable designs; thus, they pair well with the growing field of additive manufacturing, or 3D printing. Starting with a suite of TPMS lattices, we demonstrate a systematic approach for narrowing down feasible designs that comply with identified constraints while meeting PCM performance objectives.

25 ENERGY STORAGE

Evaluation of a Smoke Opacity Sensor for Improving Residential Wood Heater Combustion

Residential wood heating lacks real-time particulate matter (PM) monitoring technologies capable of measuring emissions directly from flue gases. This study evaluates the performance of the Octoring, an opacity-based smoke sensor developed to monitor wood heater emissions and provide feedback for improved combustion. The device was tested on catalytic and non-catalytic cordwood heaters and a pellet heater during startup, high-burn, and low-burn phases. Performance was assessed against reference particle instruments and gravimetric measurements using concordance, correlation, and agreement analyses. Results show that temperature-dependent drift is the primary limitation affecting sensor accuracy, with systematic drift observed across ambient and combustion conditions. Agreement with reference instruments ranged from poor to good depending on operating conditions, with the strongest performance observed during pellet heater high-burn operation. These findings establish a performance baseline for opacity-based sensing technologies and identify key areas for further development before practical deployment in residential wood combustion monitoring systems.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

Enhancing heat pump water heater performance with embedded phase change materials thermal energy storage: First hour rating improvement and demand response operation

The increasing global emphasis on energy efficiency and sustainability has put heat pump water heaters (HPWHs) in the spotlight as an energy-efficient alternative to traditional water heating systems. However, their widespread adoption is limited by challenges such as insufficient First Hour Rating (FHR), suboptimal control mechanisms, and limited flexibility for demand response operations. Here, to address these limitations, this study proposes an innovative HPWH system integrated with embedded phase change material (PCM)-based thermal energy storage (TES). The research introduces a novel design and control strategy that leverages optimized PCM integration to enhance thermal storage capacity, improve hot water delivery during peak demand, and increase load-shifting potential. A combination of system modeling, performance simulation, and demand response control strategy evaluation was employed to quantify the benefits of PCM integration. Results demonstrate that the proposed PCM-TES HPWH system significantly enhances FHR, with an optimal 7.0 lb. of PCM increasing FHR by over 26 %—from 62 to 78 gal—for a standard 50-gal HPWH. Additionally, under advanced demand response operation using a preheat strategy, the system reduces the percentage of control temperature out-of-band time from 65 % (conventional HPWH) to just 11.6 %, enabling a more stable and efficient hot water supply. This research contributes a novel PCM-embedded HPWH design and control framework that addresses both performance and grid-interactivity challenges. The findings offer a viable pathway to enhancing the operational efficiency, flexibility, and grid responsiveness of residential water heating systems.

Demand response control

Validation of a Co-Optimized, Smart Hybrid Heat Pump Control

This study examines a residential dual fuel (DF) heating system that integrates heat pump and gas furnace technology with a home’s forced-air distribution ducts. Specifically, it explores a retrofit where an “add-on” heat pump replaces the air conditioning (A/C) system and is combined with the home’s existing furnace and air handler. The research team developed and validated an innovative control scheme for this integrated DF system that selected the more economical heating source (furnace or heat pump) while maintaining comfort in the home. The project’s field study and subsequent modeling analysis show that this control scheme can decrease energy use, cost, and emissions compared to a furnace-only system. As homes in mixed and cold climates transition to more electric space heating, furnace-to-dual fuel system retrofits offer a solution that can alleviate the retrofit costs, energy cost concerns, and peak load impacts of full electrification.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

Experimental Evaluation of a High-Performance Cold-Climate Heat Pump Using Tandem Vapor-Injection Compressors

A high-performance cold-climate heat pump (CCHP) was developed and experimentally validated through comprehensive laboratory and field testing. The system utilized two equal-size tandem vapor-injection (VI) compressors with an inter-stage flash tank to improve efficiency and capacity retention under subfreezing conditions. Laboratory testing was conducted on a 3-ton prototype in a controlled environmental chamber equipped with calibrated thermocouples, refrigerant-side mass flow and pressure transducers, and precision airflow measurement for energy balance verification. The prototype achieved heating coefficients of performance (COPs) of 4.4 at 47 °F, 3.1 at 17 °F, and 2.0 at –13 °F, while maintaining 88% of its rated heating capacity at –13°F. These results confirm strong low-temperature performance and indicate the potential for significant reductions in electric resistance backup use. A field prototype was installed and monitored in a residential building in Fairbanks, Alaska, during a heating season. Instrumentation included real-time power, temperature, and refrigerant state measurements to evaluate performance under dynamic outdoor conditions. The heat pump operated reliably down to –30 °F, delivering 75% of its rated heating capacity with a COP of 1.8, while maintaining stable operation, effective defrost control, and indoor comfort without auxiliary heating. The combined laboratory and field results demonstrate that the tandem VI compressor configuration provides a practical and energy-efficient approach for residential heat pumps designed for cold and very cold climate regions.

Hu, Yifeng [ORNL] (ORCID:0000000242875185)

High‑performance cold‑climate heat pump using tandem compressors with and without vapor injection: Laboratory investigation and field demonstration

Cold‑climate air‑source heat pumps must maintain heating capacity and stable operation at low ambient temperatures for residential applications. This study adapts tandem single-speed compressors—proven in commercial systems —for residential CCHPs, integrating VI and validating performance across laboratory and extreme field conditions to achieve cold-climate targets. That is to achieve ≥75% of the rated heating capacity at −25.0 °C relative to 8.3 °C and heating coefficient of performance (COP) greater than 4.0 at 8.3 °C. Laboratory testing confirmed that both configurations met these targets while operating within acceptable discharge‑temperature limits. Relative to the non‑VI configuration, the VI system provided up to 15% higher heating capacity and up to 9% higher heating COP under identical conditions, yielding a 5.6–9.1% increase in heating seasonal performance factor (HSPF). Field tests in Ohio and Alaska, with minimum outdoor temperatures of −25.0 °C and −34.0 °C, respectively, showed stable operation, minimal supplemental heating (<3.2%), low defrost penalties, and consistent output. Tandem‑compressor architectures proves promising for cold-climate residential heating.

Hu, Yifeng [ORNL] (ORCID:0000000242875185)

Performance Assessment of a Heat Pump Integrated with Thermal Energy Storage in Cooling & Heating Modes

Thermal Energy Storage (TES) systems have demonstrated significant potential to manage the fluctuating nature of energy demand and shifting peak loads. This technology has made significant recent advances, including new research on the integration of TES with residential and commercial Heating, Ventilation, and Air-Conditioning (HVAC) systems. In this paper, we present the use of a novel laboratory assessment framework for a prototype heat pump system integrated with latent heat phase change material-based TES. The assessment framework consists of 22 total test points (11 heating, 11 cooling) using psychrometric conditions from AHRI Standard 210/240 and includes transient conditions to evaluate TES charging and discharging modes. In addition, both continuous mode and cyclic mode were evaluated for charging and discharging to explore the benefits to TES heat transfer from repeated transient operation. The ambient conditions evaluated include heating mode charging at cold-climate heat pump conditions when winter-peaking utilities may most require demand reduction (H4Full conditions, 5°F/-15°C) and cooling mode charging at high ambient temperature that may occur during times of day when excess solar power generation results in low-cost electricity (105°F/40.6°C). The work demonstrates the demand reduction capabilities of integrating TES with HVAC, including up to 44% in cooling mode and 60% in heating mode compared to conventional HVAC equipment without TES.

25 ENERGY STORAGE

A Field and Laboratory Study to Characterize Fault Prevalence in Residential Comfort Systems

This report describes a project whose goal was to determine the prevalence of residential comfort system faults. The focus is on air conditioners and heat pumps, and on key faults that can occur during installation and have significant impacts on performance: (1) incorrect refrigerant charge level (undercharge or overcharge); (2) indoor coil airflow rate; (3) liquid line restrictions; (4) non-condensable gas in the refrigerant; and (5) duct leakage. In addition to quantifying fault prevalence, we collected metadata that could be studied to determine whether there are correlations that suggest drivers of fault prevalence, such as regional variations in practice, economic factors, climatic impacts, and others.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI