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At least 865 records · Page 48

Integrating Cyber-Informed Engineering into Enterprise Risk Management

This document supports the application of Cyber-Informed Engineering (CIE) within the context of Enterprise Risk Management (ERM) to enhance cyber-resilience. It highlights that many critical infrastructure organizations use ERM to manage business risks and emphasizes the importance of evaluating critical systems and assets. The proposed approach can be adopted independently of formal ERM processes and offers a starting point for integrating CIE alongside existing or new ERM practices. Both CIE and ERM are iterative, and their alignment fosters continuous improvement and supports the engineering and operations cultures of an organization.

42 ENGINEERING↗

Electric Grid and Markets 101 [Slides]

This presentation covers aspects of operating the bulk power system with a focus on the regulatory levels of the US grid at a pretty introductory level. It was meant ot help inform a request from USDA for a "101" presentation that spoke to how electricity markets, contracting and regulation interact with the engineering and physics of operating the bulk power system. They are presently moving to being able to more directly fund PPAs or other non-co-op owned assets for member co-ops, is my understanding.

24 POWER TRANSMISSION AND DISTRIBUTION↗

R&D to Ensure a Scientific Basis for Qualification Tests and Standards (Final Report)

Project return on investment in a photovoltaic (PV) system depends increasingly on maintaining high energy yields, and the system lifetime is a major factor in levelized cost of electricity (LCOE). Thus, the rate of PV deployment and the success of these assets depends upon reliable long-term power generation. The overarching objective of this program is to improve photovoltaic (PV) module reliability via development of tests and standards. Where reliability problems or risk are discovered, we can design tests to ensure that these liabilities don't affect future generations of products. Customers can use these tests to understand which products are susceptible to certain degradation mechanisms, and manufacturers can use the tests to design unwanted characteristics out of their products. The work under this program identifies PV reliability needs, performs characterization that provides scientific understanding of targeted degradation mechanisms, and translates those data into practical and predictive test protocols and standards. Major accomplishments include: A model for polarization-type potential induced degradation (PID-p) was developed and validated against experimental data. NREL is currently leading a new edition of IEC 62804-1 for PID detection. PID-p can cause large losses in current and voltage for some module designs on cloudy days. Finite element modeling (FEM) and experiment was used to determine when cells crack in a module. It was shown that cells in landscape orientation are much more likely to crack than those on portrait orientation. Shortly thereafter, the first products with portrait-oriented cells were introduced. Studies of how to test for light and elevated temperature degradation (LeTID) culminated with the publication of IEC TS 63342. Software to predict the progression of LeTID was developed, validated, and made publicly available. Field validated tests and international standards for durability of PV module coatings abrasion, backsheets, and encapsulants were developed. Examples are IEC 62788-1-1, IEC 62788-2 ED2, IEC TS 62788-7-2, IEC 62788-7-3 ED1, IEC 63209-2. NREL led the development a high-temperature testing technical specification, and published guidelines that enable installers to determine whether higher-temperature testing is needed, simply based on location and mounting configuration. In a number of our case studies, variations in the bills of materials or workmanship have been associated with variations in reliability. These observations emphasize the importance of quality assurance to reliability. A framework for criticality (i.e. Pareto) analysis was developed and published. The framework helps us and other researchers determine what problems should be addressed for reliability research to have the biggest industry impact. NREL continues to participate actively in international standards development and stakeholder engagement activities, including organizing an annual PV Reliability Workshop. These activities are important for ensuring we address issues that are relevant and timely, and that we convey our results to those who may benefit.

14 SOLAR ENERGY↗

Bridging the Gap on Data and Analysis for Distribution System Planning: Information That Utilities Can Provide Regulators, State Energy Offices and Other Stakeholders

Electric utilities conduct planning annually to ensure their distribution system meets technical standards, policies, and regulations; addresses forecasted grid conditions; satisfies customer needs; and advances utility priorities. The plan identifies grid deficiencies, analyzes potential solutions, and prioritizes capital investments and other expenditures. About 20 U.S. states and jurisdictions require regulated utilities to file some type of distribution system plan with the public utility commission for review. Requirements for sharing distribution system data and analyses vary widely, from few specific requirements to a detailed list of information that must be provided. While utilities conduct extensive analysis to develop distribution system plans, in most jurisdictions regulators and stakeholders do not know what data are available and how the utility uses the data in planning and investing. This report aims to bridge the gap by increasing understanding of the types of data and analyses utilities employ to develop distribution system plans and how the information affects their decision-making. The report describes information that states and stakeholders can ask for related to 11 data categories: -Forecasting loads and distributed energy resources (DERs) -Scenario analysis -Worst-performing circuits -Asset management strategy -Hosting capacity analysis -Value of DERs -Grid needs assessment -Cost-effectiveness framework for investments -Distribution system investment strategy and implementation -Geotargeted programs -Non-wires alternatives procurements.

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Five Year Wildfire Risk Reduction Action Plan for the Electric Power Industry

The U.S. DOE and the Electric Power Research Institute convened a wildfire advisory group to bring together knowledge of ignition risks, electric utility needs, the applicability of available technology, and existing technology gaps. The outcome is a five-year action plan, containing recommendations on RD&D projects, that if completed by the year 2030, may accelerate the power industry’s ability to substantially reduce wildfire ignition risks. When reviewing this document please consider it is a snapshot in time for the years 2023 and 2024, could be obsolete by the end of the decade. The following list comprises the titles and topics for the proposed follow-on demonstrations: 1. Hybrid Undergrounding RD&D, 2. Live Downed Conductor Detection RD&D, 3. Fault Energy Reduction RD&D, 4. Advanced Inspection and Response Drone, 5. Fault and PQ Event Signature Repository, 6. Advanced and Intelligent Sensor Nodes, 7. Fire Friendly Asset Coatings and Coverings, and 8. Environmental Monitoring Action Plan.

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Electricity Rate Designs for Large Loads: Evolving Practices and Opportunities

Electricity demand from large load customers such as data centers is projected to grow significantly in the near term. While data centers play an important role in advancing technology innovation and economic growth in the United States, data center energy needs present challenges and opportunities for electricity supply and infrastructure. This technical brief serves as a foundation for the discussion of issues and sharing of perspectives among utilities, regulators, large load customers, and other stakeholders. As utilities and regulators explore rate structures to address growing data center electricity demand, several issues have emerged: -Fair allocation of electricity system costs to large-load customers without unfair shifting of costs to other customers -Appropriate mitigation of the financial risks associated with stranded assets from underutilized utility system investments -Mitigation of operational and resource adequacy risks if electricity demand exceeds supply -Appropriate risk-sharing in commercializing newer electricity technologies such as advanced geothermal, small modular reactors, and long duration energy storage -Accommodating the diverse needs of large-load customers, such as having the option to match electricity consumption with output from carbon-free resources or using onsite generation to provide system capacity The technical brief also identifies key design elements that aim to address these issues and uses leading examples from pending and approved rate structures, agreements, and special contracts to ground the elements in practice.

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Integrated Methane Monitoring Platform Extension, Volume I: Final Technical Report

The IMMPE project, DE-FE0032284, was to enhance methane monitoring technologies and their applications across various natural gas asset classes. The scope included deploying advanced methane detection and monitoring technologies to identify and mitigate fugitive methane emissions, measuring emission rates, and assessing impacts. The findings included the successful mitigation of identified emissions and quantification of emission rates. A key outcome was the development of a comprehensive template and summary of recommendations for methane emissions monitoring, which is replicable for both upstream and downstream applications. Furthermore, the project emphasized the importance of education by providing training opportunities for technicians and regulators, thereby fostering awareness and promoting the adoption of cost-effective methane emissions monitoring and management techniques.

02 PETROLEUM↗

Targeted Rare Earth Element Extraction from Mine Drainage Treatment Solids Informed by Advanced Characterization

In support of a clean energy transition in the U.S., National Energy Technology Laboratory (NETL) has collaborated with staff at Hedin Environmental and students at the University of Pittsburgh to characterize critical mineral content and recovery potential from acid mine drainage treatment solids (AMD solids). AMD solids in Appalachia are an unconventional feedstock of rare earth elements (REEs), with potential of suppling 1,102 tons REE/year. To inform recovery efforts, select AMD solids were examined using synchrotron microprobe analysis in conjunction with USGS-developed geochemical modeling to indicate likely phases hosting critical minerals (REE, Co, Ni, etc.) and associated metals . More than 100 AMD solids were collected from 94 passive AMD treatment systems in Pennsylvania, where limestone aggregates are used for acidity neutralization. As pH increases, dissolved metals and critical minerals in AMD are attenuated as surface coatings on limestone. The collected AMD solids contained up to 2000 mg/kg REE, up to 13,000 mg/kg transition metals (Co, Ni, Zn) and up to 440 mg/kg Li. Regardless of the diverse chemical compositions from AMD solids (Al-rich, Mn-rich, or Al,Fe,Mn-rich), REEs were mostly associated with Al and Mn (hydr)oxides, while select heavy REEs (e.g., Gd, Dy) were co-localized with Fe (hydr)oxides. Co and Ni have different distribution zones, while both co-localized with Mn (hydr)oxides. Based on this characterization, NETL developed a patent-pending innovative step-leaching protocol, “Targeted Rare Earth Extraction (TREE)” to effectively recover up to 90% REE and 60% Co in separate steps. In addition, select post-TREE solid residuals (purified Al oxides, or Mn oxides) can be further developed into functional materials (e.g., lithium and CO2 sorbents) needed for green energy transition and carbon management. This characterization-informed approach as well as TREE processing from AMD solids can be used for other legacy wastes (e.g., coal ash, oil and gas drill cutting, mine tailings), and offers an opportunity to transform waste streams into environmental and economic assets that meet U.S. Department of Energy and U.S. Environmental Protection Agency goals.

characterization and extraction of rare earth elem↗

Cybersecurity for Energy Delivery Systems

The Cyber Resilient Energy Delivery Consortium (CREDC) started operations on October 1, 2015. The original period of performance ended September 30, 2020. During this span, CREDC developed projects with significant and measurable sector impact, achieved by involving industry partners (asset owners, equipment vendors, and technology providers) early and often, from helping us to identify critical sector needs, to performing pilot deployment and technology adoption. The central project goal was to create a research and development ecosystem where research results lead directly to development of applications and methodologies which are then validated in realistic contexts.

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Application of Cyber-Informed Engineering for Protecting BESS

This white paper synthesizes an array of crucial grid services provided by BESS technology, assesses its architecture and communications, and presents a case study for analysis against the principles introduced by Cyber-Informed Engineering (CIE). Furthermore, in walking through the analysis, this paper presents a framework to evaluate risks and solutions when considering BESS components. Asset owners and buyers could perform this analysis to assess their BESS product implementations, alternative inverter-based resources (IBR), and energy management systems (EMS). Battery systems fulfill various roles contingent on the unique market demands and the specific challenges presented by regional grid infrastructures. These roles also vary due to the differing utility models for ownership and operation, which are adapted to meet regional and local capabilities and requirements. Concerns have been raised regarding the potential for adversaries to exploit knowledge of battery operational patterns to orchestrate decisive attacks. However, the security of operational data for these systems may not be the primary vulnerability, as much of this information is already well-understood within the community. Applying a modest degree of subject matter expertise can often yield valuable predictions regarding how a battery will respond under certain conditions, such as grid emergencies, high or low-temperature days, Public Safety Power Shutoff (PSPS) events, and outages. The operational characteristics of batteries are well-documented, and their capabilities, including the risks associated with misoperation and the resulting consequences, are published and understood within the industry. CIE practices represent the next step in gaining functional assurance and providing an acceptable level of risk, regardless of whether a battery vendor can support a trusted and validated supply chain. While this issue has exacerbated supply chain challenges, it is not an isolated condition. This foreign supply route is the primary source of BESS for the U.S. market. Significant efforts are underway through the Bipartisan Infrastructure Law (BIL) to change that. Still, strategic short-term operational mitigations are needed to ensure the security of our operational technology (OT) systems, which are enhanced by instilling trust and are separate from vendors implementing CIE principles.

25 ENERGY STORAGE↗

Hybrid Power Plants for Energy Resilience: A Case Study

As renewable energy technologies are increasingly adopted, they pose an opportunity to improve the sustainability and resilience of distributed grids, especially when their design and operation is coordinated as a hybrid power plant. When included in hybrid power plants, distributed wind turbines in particular have the potential to enhance the resilience of distributed grids in areas with good wind resource, due to their ability to provide more consistent generation and ancillary services as compared to photo-voltaic (PV) solar panels. Despite this benefit, U.S. distributed wind adoption is lower than other comparable renewable energy technologies. In this study, we seek to demonstrate how hybrid power plants that include distributed wind turbines can contribute to distribution grid resilience by meeting loads (especially critical loads) more consistently, increasing reserve capacity, and providing value to customers during outages. To demonstrate these contributions, we integrate three separate frameworks and apply them to a case study in a rural electric cooperative in Iowa. Through this case study, we simulate and compare hybrid power plant design and operation during two hazard events: a tornado that causes a 48-hour distribution outage and a winter weather event that causes a 6-hour generation outage. The inclusion of a hybrid power plant that leverages 1) increased battery duration and 2) advanced forecasting and dispatch strategies that reserve capacity leading up to a hazard event best reduce lost loads as well as diesel consumption that would otherwise be used to meet those loads during short- and long-duration hazard events. Depending on the hybrid power plant capacity and operation, we find that the outage mitigation value of a hybrid power plant (measured in value to customers to avoid an outage and avoided lost revenues for the utility) is significant in both hazard events; adding wind, solar, and battery assets to the existing system adds about $50-$100M in avoided lost load and at least $4-$8k in utility value in the tornado hazard event, and $570k-$2.2M in avoided lost load and at least $220-$650 in utility value in the winter hazard scenario. In both the tornado and winter hazard scenarios, optimizing the operation of the hybrid system for resilience can lend similar value as increasing battery duration by 5 MWh for the lower capacity systems considered.

17 WIND ENERGY↗

Low‐cost, Long Duration Electrical Energy Storage Using a CO 2 ‐based Pumped Thermal Energy Storage

The increasing deployment of non‐dispatchable, intermittent renewable energy generation sources to address climate change is placing pressure upon electrical grids’ ability to match supply with demand. The need to deploy large quantities of long duration energy storage assets is rapidly approaching, and innovative methods of energy storage that are low cost, efficient, safe and environmentally benign are needed urgently. CO 2 ‐based Pumped Thermal Energy Storage (PTES) is a low cost, efficient and environmentally safe energy storage technology. PTES uses an electrically‐driven CO 2 heat pump to charge thermal reservoirs that are later used as resources to generate electricity using a CO 2 heat engine. In this program, Echogen and collaborators refined the design of a utility‐scale CO 2 PTES system and demonstrated key technologies that will be required for successful commercial development in a laboratory‐scale system. Component and system‐level performance was evaluated over multiple charge/discharge cycles, with favorable results. Echogen is continuing to develop and commercialize this technology at utility scale.

25 ENERGY STORAGE↗

Creating Accurate Methane Emission Inventories through Data-Driven Airborne Survey Strategies: Methods and Results from the Haynesville, Anadarko, and Permian Basins

Significantly reducing methane emissions from the oil and gas sector can decrease the rate of climate change over the next two decades, buying critical time for a global energy transition. However, emissions inventories that can be used by oil and gas operators and environmental regulators to identify optimal methane emission mitigation strategies are either based on conservative emission factor methods, or are inconsistent between studies due to differences in sampling strategies or survey technologies. We developed a new approach for methane emissions survey design that yields representative basinwide methane emissions inventories by surveying a subset of total assets in a given oil and gas basin. We identify several sampling and analysis principles, including large sample sizes, balanced sampling across oil and gas production, careful survey area definition, and a unified protocol for analysis, to be vital to producing an unbiased estimate of basin-scale emissions that can be reconciled with future studies. We further present results from deploying this strategy in two oil and gas producing regions in the United States: the Haynesville Basin in Texas and Louisiana, and the Woodford Shale in the Anadarko Basin in Oklahoma. Aerial surveys were performed in 2023 using the Insight M LeakSurveyor™ technology. Preliminary results from methane emissions detected by Insight M indicate that aerially detected emissions above roughly 30 kg(CH4)/hr by themselves contribute a fractional loss rate of 1.13% of gross gas production across oil and gas operations in the Haynesville Basin, with aerially detected emissions equivalent to 2.67% of gross gas production in the Woodford Shale. We supplement these aerial estimates with modeled emissions that are below the LeakSurveyor’s survey sensitivity using a recently published inventory-based model of methane emissions, which we update for our survey areas. We then combine our aerial detections with modeled emissions to yield methane emission distributions and inventories that incorporate the full range of potential methane emissions from the smallest to the largest. These results can be used to identify the most effective methane mitigation strategies for our study areas, and can be reconciled with future methane emissions surveys that use different technologies.

Sherwin, Evan (ORCID:0000000321804297)↗

Advanced District Energy Controls for Improved Efficiency and Resilience

District energy (DE) systems have efficiently provided heat and cooling to buildings in the US for over a century by leveraging economies of scale through shared generation assets. However, optimizing DE boiler and chiller plants is complex due to the intricate mix of equipment and multiple operating flows. Sophisticated controls are necessary to achieve highest efficiencies.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Alaska Liquid Natural Gas Pipeline Front-End Engineering & Design (Final Technical Report)

The Alaska Gasline Development Corporation (AGDC) is Alaska’s natural gas infrastructure development corporation established in 2013. AGDC’s mission is to maximize the benefit of Alaska’s vast North Slope natural gas resources for Alaskans through the development of infrastructure necessary to move the gas into local and international markets. AGDC was identified for a Congressionally Directed Spending (CDS) project for funding in the Energy and Water Development and Related Agencies Appropriations Act, 2023 under the heading: “Congressionally Directed Energy Efficiency and Renewable Energy Projects.” The CDS included $\$$4,000,000 of direct funding, with required match funds, to move the project forward. Alaska’s North Slope holds America’s largest proven and conventional natural gas supply. The integrated Alaska LNG Project will deliver 3.5 billion cubic feet of natural gas per day from Alaska’s North Slope gas fields to Alaskans as well as to a marine terminal located at tidewater in Cook Inlet. Alaska LNG is an integrated gas infrastructure project with three major components: a gas treatment plant (GTP) located at Prudhoe Bay, an 807-mile (1,287 km) gas pipeline (Mainline Pipeline) to Southcentral Alaska with interconnections for in-state gas use, and a natural gas liquefaction facility (LNG Facility) in Nikiski, Alaska. The integrated Alaska LNG Project has several strategic advantages including proven gas resources, existing upstream infrastructure, an advantageous arctic climate for LNG production, proximity to LNG markets, a track record of reliability from a state that first began exporting LNG to Japan in 1969, and broad support from Alaskans. North Slope natural gas is a conventional resource and can be produced with minimal drilling at a fraction of the carbon dioxide emissions of shale gas from the Lower 48 states. Through the development of the Alaska LNG Project, Alaska can provide energy security to Alaskans and a stable source of LNG to the Asia-Pacific region for generations. The Alaska LNG Project has been progressed through Pre-Front-End Engineering Design (Pre-FEED) and has obtained all major federal and State of Alaska permits and authorizations to construct the project, including the Federal Energy Regulatory Commission (FERC) Order Granting Authorization Under Section 3 of the Natural Gas Act. On September 5, 2024, the U.S. Department of Energy (DOE), National Energy Technology Laboratory (NETL) awarded Project No. DE-FE0032307 to AGDC with the objective to progress the project to Front-End Engineering Design (FEED) entry for the Alaska LNG Project Phase 1 Pipeline. The award Start Date was made effective July 1, 2023, with a Period of Performance through June 30, 2025. On March 27, 2025, AGDC announced the execution of definitive commercial agreements with Glenfarne Alaska LNG, LLC, an affiliate of Glenfarne Group, LLC, (together as “Glenfarne”), to lead the development of the Alaska LNG Project and enter FEED for the Phase 1 Pipeline. Project activities are now funded and directed by this private sector partner who holds a 75% interest in 8 Star Alaska, LLC (8 Star). 8 Star holds the assets of the Alaska LNG Project. As planned, AGDC continues to hold 25% minority interest in 8 Star and will play a governance role moving forward with Alaska LNG. This definitive commercial agreement milestone led to the successful completion of AGDC’s Statement of Project Objectives (SOPO) for FEED entry and led to the completion of DOE Project No. DE-FE0032307. At conclusion of the SOPO, AGDC also reached the award’s maximum federal cost share of $\$$4,000,000. AGDC is, therefore, providing Final Technical Report to close out DOE Project No. DE-FE0032307.

02 PETROLEUM↗

Preliminary Design Process for Networked Microgrids

Changes in economic, technology, and environmental policies are resulting in a re-evaluation of the dependence on large central generation facilities and their associated transmission networks. Emerging concepts of smart communities/cities are examining the potential to leverage cleaner sources of generation, and the potential to integrate electricity generation with other municipal functions. When grid-connected, these generation assets can supplement the existing interconnections with the bulk transmission system, and in the event of an extreme event, they can provide power via networks of microgrids. While the design process for a single stand-alone microgrid is relatively well understood, the process of designing the infrastructure for networked microgrid operations has not been well studied. Because of the wide range of potential operational goals for microgrids, it is typical to follow the engineering process of developing an initial conceptual design, a preliminary design, a detailed design, and then a final as-built design. The conceptual design is typically completed without detailed engineering analysis, and the preliminary design is the first stage that requires it. This paper presents a process for developing the preliminary design for networked microgrids, which can then be used as a basis for the final as-built design.

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Equity-Centered Engagement Through Climate Resilience Policy in Massachusetts

Communities who experience disproportionate climate change impacts tend to be excluded from resilience planning (Vale, 2014). Those efforts typically follow top-down processes within established governance practices that are inaccessible to marginalized folks and reinforce inequalities (Malloy & Ashcraft, 2020; Adger, 2003). Such participatory planning processes may offer the public little opportunity to influence the process itself or the outcomes (Smith & McDonough, 2001). They might ignore important public values or alternative ways of knowing which can be critical assets in resilience (Few et al., 2007). Designing communities for climate action and resilience means creating opportunities for everyone to meaningfully shape those decisions and experience related benefits. Having the opportunity to shape one’s community is necessary for human flourishing (Allen, 2016). Resilience planning that shifts power into communities and focuses on social vulnerability can affect how people survive and thrive in a climate changed world. The Massachusetts Municipal Vulnerability Preparedness (MVP) 2.0 program is an attempt to change the status quo in resilience planning by bringing new voices into decision-making power, recognizing their labor, addressing root causes of vulnerability, and investing in social infrastructure. It aspires to build capacity for equity-focused community engagement within teams of municipal staff and community liaisons, and ultimately build social capital and community cohesion. My mixed methods research investigates implementation of this state grant program in several western Massachusetts towns. I am using document review, participant observation, and interviews to understand the MVP 2.0 process as written, how different towns navigate it, and how individuals make sense of their experiences in it. I seek to understand how those experiences explain relationships between engagement approaches, mediating factors, and process outcomes. I am interested in the conditions that allow for community empowerment and how a model like MVP 2.0 can shift conditions that hold systems in place. In a practical sense, our findings will help municipalities reflect on their work during MVP 2.0 and plan for future community engagement. They may be informative for designing future iterations of the MVP program and for other municipalities, offices of community engagement, and practitioners. The findings will also contribute to the participation, resilience, and climate justice literatures, by adding perspectives on equity-centered resilience and community engagement approaches in smaller towns and rural settings. References: Adger, W. N. (2003). Social capital, collective action, and adaptation to climate change. Economic Geography, 79, 387-404. Allen, D. (2016). Toward a connected society. Our compelling interests: The value of diversity for democracy and a prosperous society, 71-105. Few, R., Brown, K., & Tompkins, E. L. (2007). Public participation and climate change adaptation: avoiding the illusion of inclusion. Climate Policy, 7(1), 46–59. Malloy, J. T., & Ashcraft, C. M. (2020). A framework for implementing socially just climate adaptation. Climatic Change, 160(1), 1–14. Smith, P. D., & McDonough, M. H. (2001). Beyond public participation: Fairness in natural resource decision making. Society & natural resources, 14(3), 239-249. Vale, L. J. (2014). The politics of resilient cities: whose resilience and whose city? Building Research & Information, 42(2), 191–201.

Callaham, Shannon↗

Advancing Grid Resilience through Smart Charge Management: Findings from Maryland’s Pilot

This report presents research findings from a four-year Smart Charge Management (SCM) pilot program conducted by Maryland’s largest electric utilities—Baltimore Gas and Electric (BGE), Potomac Electric Power Company (Pepco), and Delmarva Power & Light (DPL)—to evaluate strategies for optimizing electric vehicle (EV) charging loads and enhancing grid stability. Supported by the U.S. Department of Energy (DOE), Argonne National Laboratory collaborated with all project partners and examined the effectiveness of Time-of-Use (TOU) and Load Balancing (LB) strategies in managing peak demand, deferring costly infrastructure upgrades, and reducing grid constraints at the feeder level. Using charging data from over 4,600 EV drivers, the study analyzed SCM’s impact on the distribution systems of BGE and Pepco, which consists of over 2000 feeders. Unlike prior research that focused on system-wide trends or synthetic feeders, this analysis offers granular, feeder-level insights based on real-world operational data. It highlights how transformer density, load profiles, and infrastructure constraints influence smart charging performance. Results show feeder-level conditions play a crucial role in SCM effectiveness, with most feeders benefiting more from LB, while TOU-based SCM may be sufficient for others. By 2035, LB reduced peak charging loads by 27% on average, compared to 23% under TOU-based SCM, though some feeders saw reductions exceeding 35%, while others experienced minimal impact. Feeders with higher transformer utilization and limited capacity benefited more from LB, which more effectively distributed charging demand during off-peak hours. Beyond reducing grid constraints, SCM offers long-term operational and financial benefits. By shifting EV charging demand strategically, utilities can optimize asset utilization, delay infrastructure investments, and enhance grid performance. In terms of infrastructure upgrade deferrals, at the feeder level, LB consistently reduced peak charging loads and resulting infrastructure upgrade costs, particularly in high EV enrollment areas, decreasing the number of overloaded transformers by up to 35%, while TOU-based SCM achieved 20-30% reductions depending on feeder characteristics. At the system level, LB has the potential to defer total upgrade costs by $\$$186 million for BGE, compared to $\$$159 million under TOU-based SCM. For Pepco, TOU-based SCM performed slightly better, deferring upgrade costs by $\$$30 million, compared to $\$$29 million under LB. Section 4.5 reviews some of the system differences between BGE and Pepco. However, as EV adoption scales, TOU-based SCM will introduce secondary peak charging loads, reinforcing the need for more advanced, adaptive SCM approaches to prevent new grid challenges. As EV adoption continues to grow, feeder-level managed charging strategies will be essential for mitigating grid stress, improving infrastructure efficiency, and maintaining energy affordability for consumers. This report provides critical insights for utilities, Public Utility Commissions (PUCs), and state agencies on the role of feeder-specific smart charging in infrastructure planning, policy development, and grid modernization. The findings underscore the importance of tailored, data-driven SCM solutions that align with local grid conditions, ensuring a resilient, cost-effective transition to increasing EV adoption while safeguarding distribution system performance.

24 POWER TRANSMISSION AND DISTRIBUTION↗