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At least 127 records · Page 7

Supply Chain for Photovoltaics in the United States: 2024 in Review

Solar photovoltaic (PV) and battery energy storage system (BESS) technologies are two immediately available options for meeting U.S. electricity demands, which are increasing due to expansion of loads from end uses including data centers, buildings, vehicles, and factories. Globally, PV and BESS supply chains are dominated by products manufactured in China and elsewhere by Chinese companies. However, U.S. PV and BESS manufacturing have recently grown, with some capacity in each step of the PV supply chain, albeit not enough to currently meet demand with domestic manufacturing alone. This study analyzes U.S. PV supply chains and costs in 2024, for the crystalline silicon and cadmium telluride module supply chains. The full report additionally addresses the PV balance of system, inverter and BESS supply chains. The study concludes with an analysis of technology installation trends, government support for domestic manufacturing, manufacturing jobs, and the domestic content of PV systems installed in the United States in 2024.

14 SOLAR ENERGY↗

Pathways to a Sustainable Aviation Ecosystem: Flight DNA: An Anonymized Aviation Data Tool and Repository

The National Renewable Energy Laboratory (NREL) has deep experience developing secure, national data repositories, which it augments with analysis, technology and market expertise, high-performance computing, and innovative data visualization. By adapting the architecture of existing mobility databases (i.e., Fleet DNA, the Transportation Secure Data Center, the National Fuel Cell Technology Evaluation Center), NREL can build a powerful aviation data clearinghouse - Flight DNA - that helps stakeholders navigate the web of pitfalls and possibilities generated by new aviation technologies.

aviation↗

Addressing Market Issues in Electrical Power Systems with Large Shares of Variable Renewable Energy

This paper reports recent findings from IEA Wind TCP Task 25, which compiles international experiences and research related to large-scale integration of wind and other renewable energy. In the paper, we address the main challenges for market integration of variable renewable energy, relating to price formation, cost recovery, balancing and other grid services. The paper gives an overview of recent scenario studies on electricity price impacts of (1) various generation, energy storage and demand types in different markets, and (2) different market designs and energy/climate policies. Studying markets with very high shares of variable renewable energy requires an improved set of analysis tools for forecasting market outcomes, estimating flexibility needs and sources, and assessing resource adequacy. Key market features need to be investigated within these improved analytical capabilities for systems transitioning to high shares of variable renewable energy, storage and flexible demand. System services that can be supported by markets will likely need to be revisited. Finally, this paper identifies open questions and suggested future market design work for supporting systems with very high shares of variable renewable energy, which are to be addressed in follow-up work of Task 25 collaborative research.

cost recovery↗

Assessment of Nuclear Energy to Support Negative Emission Technologies

The feasibility and performance of nuclear energy coupled with Negative Emission Technology (NET) processes were investigated in this report. Three overarching questions from nuclear NET systems guided this research: which NET would be able to use heat and/or electricity from nuclear power plants (NPPs); what is the performance and cost of a nuclear NET system; and what would be the market outlook for this system? Among the various NETs that are actively being developed, several were found to potentially benefit from coupling with an NPP via (1) large amounts of decarbonized and constant-output electricity; (2) free waste heat or cheap low-temperature heat; or (3) high-temperature heat. NPPs were found to be compatible with Direct Air Capture (DAC) systems, and a detailed techno-economic analysis of coupled NPP&DAC systems was performed. Preliminary analysis also indicated that biomass and water-based NETs are potentially compatible with NPPs, but further work is needed to quantify the performance of these nuclear NET systems. Design and performance analyses were completed for both liquid solvent DAC (L-DAC) and solid sorbent DAC (S-DAC) technologies. A 1.0-GWth NPP coupled with L-DAC and S-DAC was found to be able to capture 12–15 Mt CO 2 /yr and 1.0–1.5 Mt CO 2 /yr, respectively. While the L-DAC process enables much greater CO 2 capture than the S-DAC process when both are sized with a 1 GWth NPP, the NPP&L-DAC system considered also requires >2 GWth natural gas oxy-combustion to reach adequate temperature in the calciner. CO 2 generated from natural gas combustion is also captured as part of the calcination process, in addition to the CO 2 captured from air, resulting in overall CO 2 sequestration of close to 30% more than what is captured from air. The cost of carbon capture calculated with the levelized cost of DAC (LCOD) had a range of $\$170–260$/tCO 2 for NPP&L-DAC systems and a range of $\$650–680$/tCO 2 for NPP&S-DAC systems. For both DAC systems, the NPP provides economic benefit when compared to previous National Energy Technology Laboratory (NETL) studies of non-nuclear DAC systems, leading to reduction of LCOD by 5–7% for L-DAC, and 8–13% for S-DAC. For the NPP&DAC systems, a preliminary market analysis reviewed potential CO 2 market prices and eligibility for incentives. The estimated potential revenues for CO 2 capture (coming from federal incentive, CO 2 commodity markets, or offset market) is in the range of $\$170–979$ tCO 2 , and the results show that because of lower LCOD, the NPP&L-DAC process would be more attractive to a market than the NPP&S-DAC process. The large investment needed for NPP&DAC processes would require long-term certainty of sufficient market size, CO 2 prices, and incentives. Enabling NPPs to ramp DAC operation up or down based on electricity market price is not expected to significantly increase revenues of the NPP&DAC system. This is because the revenues from CO 2 sequestration are required to be very high to justify the deployment and continuous operation of the very expensive DAC technologies. In this analysis, several new research questions were uncovered, and follow-up analyses are recommended for further investigation, including a detailed feasibility study of NPP coupled with other NET systems such as biomass pyrolysis and gasification with carbon capture and storage, and seawater carbon capture.

21 SPECIFIC NUCLEAR REACTORS AND ASSOCIATED PLANTS↗

Transformation of the Distribution System: Distributed and Resilient Optimal Power Flow

This grant funded a Market and Technology Assessment project which included 1) an analysis of the total addressable market (TAM) for the RT-OPF technology; 2) a segmented assessment of North American utility business models and barriers to adoption of the RT-OPF technology for those models; 3) a validation of DER customer needs and barriers to participation in utility programs; and 4) a forward-looking analysis of utility regulatory innovation and changes that may impact utility business models and ability for utilities to adopt this technology.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Behind the Meter Solar+Storage: Market data and trends [Slides]

As the distributed solar market evolves toward more dynamic forms of deployment, interest in paired solar-plus-storage applications continues to gain steam, but details on the current state of the market are relatively sparse. To fill that void, Berkeley Lab has released an in-depth analysis of this budding market segment. This report draws on the Lab’s Tracking the Sun dataset to characterize trends in deployment, system sizing and equipment selection, installer-market development, and system pricing. The report also provides indicative analyses of the financial and resilience value that host customers in several key markets presently receive by pairing storage with solar.

14 SOLAR ENERGY↗

Coordinated Market Design for Peer-to-Peer Energy Trade and Ancillary Services in Distribution Grids

A novel peer-to-peer (P2P) market design is proposed in this work for the distribution grid level. Envisioning that the grid constraints violations are the major challenge for P2P energy sharing, we propose they are handled through the ancillary service (AS) market. By calculating the decomposable distribution locational marginal prices (DLMPs), the essential price signals of procuring AS can be recovered to determine the grid usage prices (GUPs) to each P2P transaction. Hence, the GUPs, due to their decomposable properties, act as incentive signals for the P2P market to support the grid operation in terms of loss reduction, voltage support and congestion management. The proposed market design comprises: i) an interactive market design of P2P trade & AS and, ii) a fully decentralized peer-centric market clearing model for P2P energy trade. The duality analysis provides the composition of market equilibrium prices of P2P trading and their interpretations. The case studies demonstrate the effectiveness of the proposed P2P trade to support grid operational objectives.

Zhang, Kai↗

Distributed Wind Market Report: 2021 Edition

The Distributed Wind Market Report: 2021 Edition provides stakeholders with statistics and analysis of the distributed wind market, along with insight into its trends and characteristics. The report analyzes distributed wind projects of all sizes and details the U.S. small wind market.

17 WIND ENERGY↗

An empirical analysis of supply offers in the ERCOT operating reserves markets

Here, this paper seeks to improve theoretical and empirical understanding of supplier dynamics in wholesale markets for operating reserves, which have been understudied compared to energy markets. We begin by identifying several economic factors that unit owners may consider when submitting offers into operating reserves auctions in two-stage, co-optimized markets common across much of North America. Next, we analyze historical offer data from the Electric Reliability Council of Texas (ERCOT) market to assess whether actual reserve market behavior aligns with expectations based on economic theory, as well as with commonly used assumptions in electricity market modeling efforts. We find that the aggregate supply of operating reserves in ERCOT varies meaningfully over time, becoming more expensive during summer afternoons, which is consistent with theoretical expectations but contradicts the typical modeling assumption of temporally invariant reserve offers. Analysis of offers made by individual units uncovers additional insights, such as the existence of large offer pattern differences by unit owner and the tendency of battery storage units to submit very low offer prices. We conclude by discussing how our findings can be integrated into electricity market modeling assumptions to improve alignment with observed operating reserve offer inputs and pricing outcomes.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Effects of soybean varieties on life-cycle greenhouse gas emissions of biodiesel and renewable diesel

This study presents a life-cycle analysis (LCA) of the greenhouse gas (GHG) emissions of biodiesel (BD) and renewable diesel (RD) produced from soybean varieties with altered oil profiles and meal composition. The varieties evaluated include those with high oleic oil content (78% of oil being oleic oil vs. the current content of 25%), high lipid content (25% vs. the current content of 19%) or high protein content (45% vs. the current content of 35%). The results suggest that high-oleic soybean oil could reduce GHG emissions of RD by 1 g CO 2 e/MJ by reducing hydrogen consumption in the hydro-treating stage of RD production. With the default allocation method (mass-based allocation between oil and meal), changes in lipid and protein contents have negligible impacts on GHG emissions of BD/RD pathways. Since high-protein soybean meal has a higher nutrient value, we employed the market-based allocation for sensitivity analysis. Assuming a market price of $1.17/dry kg and an average of two substitute feeds with similar protein contents (corn gluten and fish meal), the allocation factor for soybean meal increases from 63 to 81%. Compared with the results for the case with commodity soybean using mass allocation, GHG emissions could be 1.9 and 1.8 g CO 2 e/MJ lower for BD and RD, respectively. In addition to product-level LCA, we employed a land-based LCA to evaluate the effect of soybean properties on product slates with the same land area and the associated displacement of conventional products. The results suggest that high-lipid soybeans may offer more GHG savings than other varieties as the higher BD/RD yield replaces more fossil diesel. © 2023 UChicago Argonne, LLC, Operator of Argonne National Laboratory and Northrup, Ag. Biofuels, Bioproducts and Biorefining published by Society of Industrial Chemistry and John Wiley & Sons Ltd.

09 BIOMASS FUELS↗

Concentrating Solar Power (CSP) Plant Optimization Study for the California Power Market (CalCSP)

In the United States, many states are implementing goals to achieve 100% carbon free power generation by 2050 or sooner. California has one of the more aggressive goals to achieve 100% carbon free generation of its retail power sales by 2045. California has excellent solar resources, but to accomplish this goal, California’s power utilities will need new zero carbon resources that can replace the natural gas units that they currently rely on for suppling power at night. Appropriately configured concentrating solar power plants with thermal energy storage are an option to serve this nighttime load. These plants would be designed to take advantage of CSP’s low-cost thermal energy storage and collect and store energy during the day and then be dispatched to produce power at night. The U.S. Department of Energy has funded a study to identify the design of a CSP plant that optimally meets the evolving CA grid needs. This will be done by taking a fresh look at how CSP technologies can best be designed to meet the emerging nighttime market for carbon free power generation or zero-carbon firm resources. The paper provides an overview of the study and present preliminary findings on the California power market requirements, CSP configurations, technoeconomic analysis, siting opportunities, and key issues for CSP deployment in this market.

Price, Hank (ORCID:0000000267049197)↗

Economic Analysis of Integrated Solar Power, Hydrogen Production, and Electricity Markets

Hydrogen is a versatile energy carrier that is used in a wide variety of chemical and industrial processes. Producing hydrogen using electrolysis can enable integration of multiple sectors including electricity, heating, and industrial sectors; however, the cost of producing hydrogen from electrolysis remains a challenge for encouraging greater adoption. To help improve the economics for both solar PV and hydrogen production using electrolyzers, we explore the benefit of combining PV and electrolysis systems. Using the Revenue Operation and Device Optimization Model (RODeO) model, the optimal breakeven hydrogen production cost for six unique market participation configurations is calculated at six candidate locations in California where PV is already installed. Costs include production, storage, and compression in preparation for gaseous delivery trucks. Revenue streams included in the optimization are the sale of hydrogen, Low Carbon Fuel Standard (LCFS) credits, renewable electricity sold to the grid, and Renewable Energy Credits (REC). The costs included are the electricity costs, capital and fixed operation and maintenance cost (FOM) for the electrolyzer, PV, and storage and compression systems as well as taxes and financing costs. In addition, cost reductions are achieved through retail and wholesale electricity use optimization, by which electricity is purchased at the lowest price and sold, if possible, at the highest price. For all locations analyzed, the breakeven hydrogen production cost results show that, in order of decreasing cost, the system configurations are islanded (highest), separated, NEM, retail, hybrid retail/wholesale, and wholesale (lowest). This report also explores other aspects of hydrogen systems including optimal renewable sizing and resulting energy mixture to the electrolyzer, value of renewable premiums, competition with incumbent technologies, cost sensitivity to a variety of parameters.

decarbonized economy↗

Potential Adoption and Benefits of Co-Optimized Multimode Engines and Fuels for U.S. Light-Duty Vehicles

Exploring a diverse portfolio of technologies for decarbonization is crucial to understanding the potential impacts of different technological solutions and their associated environmental implications. Using high-octane, high-sensitivity biofuel blends in co-optimized multimode engines can increase engine efficiency and reduce vehicle emissions. Here, the multimode engine research focuses on the benefits of light-duty vehicle engines, which can operate in multiple modes depending on the vehicle's load. Low-temperature combustion can improve efficiency and reduce emissions (such as those from oxides of nitrogen and particulate matter) during low-load operation, while spark ignition performance is maintained in high-load operation. These advanced engines can be optimized to run on blends of biobased fuels. This analysis models scenarios for potential market adoption of co-optimized multimode vehicles fueled by three different bioblendstocks: ethanol, isopropanol, and isobutanol. An integrated modeling approach is used to forecast the energy and environmental impacts of the deployment of co-optimized multimode vehicles and fuels in the light-duty sector over the 2020-to-2050 time horizon. The multidisciplinary approach combines vehicle sales modeling, system dynamics modeling of the biorefining industry, and life cycle assessment to estimate the emissions and energy benefits. The models consider market forces such as consumer preferences for vehicle attributes, biofuel supply and demand dynamics subject to biorefinery capacity build-out and bioresource constraints, and forecasted changes to the U.S. bulk energy system over time. Market adoption of co-optimized vehicles is evaluated across a wide parameter space for incremental vehicle cost and engine efficiency improvement. This analysis reveals that the deployment of co-optimized multimode fuels and vehicles results in up to a 5% reduction in annual sector-wide life cycle greenhouse gas (GHG) emissions by 2050, relative to a business-as-usual scenario, but is also indicates environmental trade-offs, such as higher life cycle water-use. Emission benefits could potentially increase beyond 2050, as the new technologies penetrate the market and gain a foothold. Results also show that, under certain circumstances, vehicles with engines co-optimized for use with high-octane, high-sensitivity biofuel blends can be cost-competitive with conventional gasoline, while reducing GHG emissions. Our modeling results indicate that co-optimized multimode fuels and engines can be strategically leveraged in tandem with electrification to decarbonize the light-duty sector. Co-optimized vehicles could play a role in the early years of the time horizon, while electric vehicles (EVs) could become more competitive in the later years, highlighting the complementary benefits of these technologies for GHG reductions.

Oke, Doris↗

Commercial Building Fenestration Market Study

This study characterizes and assesses the U.S. commercial fenestration market. It analyzes a groundbreaking amount of data that will ultimately support an estimate of national savings potential of energy efficient fenestration products in commercial applications to demonstrate the benefits of efficient façade and fenestration systems. This study provides data and analysis on: commercial fenestration market and fenestration selection process, installed commercial fenestration stock across the U.S. and fenestration sales estimates, and current commercial building fenestration codes and market trends of installation to or above code.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Market Implications of Alternative Operating Reserve Modeling in Wholesale Electricity Markets

Pricing and settlement mechanisms are crucial for efficient resource allocation, investment incentives, market competition, and regulatory oversight. In the United States, Regional Transmission Operators (RTOs) adopts a uniform pricing scheme that hinges on the marginal costs of supplying additional electricity. This study investigates the pricing and settlement impacts of alternative reserve constraint modeling, highlighting how even slight variations in the modeling of constraints can drastically alter market clearing prices, reserve quantities, and revenue outcomes. Focusing on the diverse market designs and assumptions in ancillary services by U.S. RTOs, particularly in relation to capacity sharing and reserve substitutions, the research examines four distinct models that combine these elements based on a large-scale synthetic power system test data. Our study provides a critical insight into the economic implications and the underlying factors of these alternative reserve constraints through market simulations and data analysis.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Economic Analysis of Condition-Monitoring-Based Predictive Maintenance in Power Plants under Market Elasticity

Condition-monitoring-based predictive maintenance can increase the power plant availability by preventing forced outages. However, the actual on-stream time depends on market elasticity and dynamics, which are affected by cost and penetration of other power generation technologies. This paper develops a systematic approach for the economic analysis of investment in condition monitoring technologies with due consideration of market elasticity. Focus is on corrosion monitoring in coal-fired power plants (CFFPs) since corrosion in high-temperature coal-fired boilers is a leading cause of equipment failure. Investment in sensor networks for measuring corrosion and operating conditions like metal temperature and concentrations of O 2 and SO 2 is investigated. The unscented Kalman filter is used to estimate corrosion in the waterwall section of the boiler under multiple sensor networks. Electricity produced by CFPPs in the future in the U.S. due to changes in availability under market elasticity is studied. Sensitivity of the incremental net present value to factors like the number, type, and cost of sensors is analyzed.

Electrochemistry↗

Insights for Canadian electricity generation planning from an integrated assessment model: Should we be more cautious about hydropower cost overruns?

Hydropower accounts for approximately 60% of electricity generation in Canada, with growth expected in the coming decades as part of renewable energy transitions; however, frequent cost overruns threaten the viability of this growth. Here, using the integrated assessment model GCAM, we develop an endogenous representation of hydropower for Canada that accounts for market dynamics, thus permitting analysis of hydropower competition with other electricity generation technologies, both with and without cost overruns. Results show that modelling hydropower resources endogenously increases Canadian hydropower deployment relative to an assumption of fixed hydropower production, from 417 to 495 TWh annually by 2050. In scenarios that apply cost overruns at historical levels, hydropower loses market share to more easily scalable technologies like wind power. When including high cost overrun assumptions, the model determines that hydropower falls from about 73% to 65% of Canadian electricity generation by 2050, while wind power increases from about 8% to 11%. Countries may be better able to achieve electrification and renewable energy targets at lower cost by avoiding large-scale, overrun-prone hydropower and nuclear generation projects. Model results support that cost overruns are important considerations for policy decisions related to electricity sector development in Canada and elsewhere.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗