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Tracking the PACE of household energy usage: Energy usage impacts of projects financed through Property Assessed Clean Energy programs in California

This report examines the household-level energy impacts of residential property assessed clean energy (R-PACE) projects using normalized metered energy consumption methods. Our analysis covers projects that occurred through an R-PACE program between 2009 and 2017 and includes more than 25,000 electricity meters and 15,000 gas meters. We employ a comparison group, drawn from other R-PACE households with similar locational and usage characteristics whose projects were implemented at different times, to control for some non-project and non-weather factors that may impact energy use. We find that projects consisting of energy efficiency technologies save, on average, about 3% of household electricity usage and 3.5% of household gas usage. R-PACE financing, however, can be used to install central heating or air conditioning equipment for the first time. These projects would be expected to increase energy consumption. Since our data do not directly indicate which projects are new installations, we develop a simple algorithm for identifying them. Removing these inferred installation projects yields average savings of about 5% for electricity and 6% for gas for those households that remain in the sample. Given the mild California climate and the results of another study of similar California projects using similar methods, these results are in line with expectations. Solar PV projects yield large reductions in grid electricity use, averaging 69% of household consumption. We estimate that, collectively, all R-PACE projects installed in California through 2019 would generate annual reductions in grid-tied electricity consumption of 506 GWh (mostly due to solar PV) and gas consumption reductions of 2 million therms in a normal weather year. These impacts are equivalent to the electricity consumption of about 74,000 California households (including both efficiency and PV generation) and the gas consumption of about 4700 California households.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Empirical Estimation of the Energy Impacts of Projects Installed through Residential Property Assessed Clean Energy Financing Programs in California

We examine the energy use impacts of energy efficiency and solar PV projects financed by residential property assessed clean energy (R-PACE) programs in California. We leverage household-level interval meter data to apply normalized metered energy consumption (NMEC) methods at significant scale—more than 25,000 electric meters and more than 15,000 gas meters. We develop a comparison group to account for non-project-related changes in usage. The projects include homes that replaced existing HVAC equipment with higher-efficiency units and homes that installed central heating or air conditioning equipment for the first time. We have limited information on pre-project household equipment stock so we develop a method to infer new installations. We find that projects that installed energy efficiency technologies reduce electricity consumption by approximately 3% and gas consumption by approximately 3.5% on average. When we remove homes that installed new cooling and heating equipment for the first time, savings rise to approximately 5% for electricity and approximately 6% for gas. Given the California climate and the results of an existing study of similar California projects, these results are in line with expectations. Solar PV projects produce electricity that offsets approximately 69% of household electricity consumption on average. We estimate that California R-PACE projects installed through the end of 2019 produce annual reductions in grid-tied electricity consumption of 506 GWh (equivalent to the electricity consumption of approximately 74,000 California households) and gas consumption reductions of 2 million therms (equivalent to the gas consumption of approximately 4700 California households) in a typical weather year.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Practices for Demonstrating Energy Savings from Commercial PACE Projects

Nearly three-fourths of U.S. states have authorized local governments to use voluntary special assessments on commercial properties to finance energy improvements that boost economic development, create jobs, increase property values and advance energy goals. Commercial Property Assessed Clean Energy (C-PACE) financing allows building owners to repay the borrowed capital — from private or public sources — over time using their property as security. Berkeley Lab is supporting the Department of Energy’s Commercial PACE Working Group by developing a series of C-PACE issue briefs. The second brief in this series, Practices for Demonstrating Energy Savings from Commercial PACE Projects, looks at common practices for demonstrating energy savings to support state and local governments that sponsor C-PACE programs and want to track their energy impacts. This brief reviews: -The value proposition and trade-offs of conducting energy impact assessments for C-PACE programs; -Methods to quantify energy savings impacts from energy efficiency building improvements; and -Available resources and tools to support energy impact assessments. C-PACE programs may benefit from energy impact assessments for many reasons, including: -Validating the public benefits of the programs -Demonstrating that C-PACE can deliver participant benefits -Illustrating program impacts on public policy goals -Generating data to help improve program performance Many C-PACE programs are collecting data on project energy savings impacts, and these data can be leveraged to further support decision making and program implementation. Potential drawbacks to energy impact assessments may include added cost and burdens on property owners (e.g., the need to collect building energy consumption data). Where these burdens are considerable, they might slow program uptake. State and local governments can balance the benefits of energy impact assessments with the range of costs and accuracy inherent to available assessment methodologies. Additionally, depending on the policy context in the state or local government, a C-PACE program may be able to leverage existing efforts (e.g., building energy benchmarking programs) to reduce impact assessment costs, align with building owner practices and expectations, and efficiently assess program impact.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Practices for Demonstrating Energy Savings from Commercial PACE Projects

This issue brief is for state and local governments that want to track the energy impacts and performance of a Commercial Property Assessed Clean Energy (C-PACE) financing program. C-PACE programs provide a mechanism for commercial property owners to finance energy improvements and can provide a variety of both private and public benefits.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

pnnl/CPACE

C-PACE Market Assessment Tool This tool was developed for the U.S. Department of Energy’s Commercial Property Assessed Clean Energy (C-PACE) Working Group to support state and local governments creating, joining, and implementing C-PACE programs. This tool allows users to input a jurisdiction (city, county, or state) and automate a report with building characteristics, energy use, and energy efficiency savings opportunities for commercial buildings in that jurisdiction. The report generated by the tool identifies jurisdiction-specific energy end uses, building use types, and building technologies that a local C-PACE program should consider focusing on to more effectively allocate limited resources and maximize energy savings and investment.

Keene, Kevin↗

External Financing for Carbon Reduction Projects

This fact sheet summarizes 7 common external financing modes and provides examples for each: Energy-as-a-Service, Energy Savings Performance Contracts, Power Purchase Agreements, Sustainability Linked-Loans, Green Loans, Property Assessed Clean Energy, and On-Bill Financing/Repayment.

carbon emissions↗

Commercial PACE Project Origination: Leverage Points for Growing the Project Pipeline

Greater use of Commercial Property Assessed Clean Energy (C-PACE) financing within communities where it is enabled will increase energy savings, drive economic development, and result in additional public benefits. Some states with active C-PACE programs have ramped up activity significantly while others have not achieved and sustained a high volume of transactions. This brief details C-PACE project origination trends, barriers, and market practices for state and local government C-PACE program sponsors looking to grow their C-PACE project pipeline.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Designing and Executing Measurement and Verification Standards for C-PACE Programs: Lessons Learned from Leading C-PACE Programs

This brief seeks to inform Commercial Property Assessed Clean Energy (C-PACE) program administrators about design and execution of measurement and verification (M&V) standards by leveraging the experience of existing C-PACE programs. It also serves as a resource for state and local jurisdictions interested in establishing new C-PACE programs that incorporate M&V standards. It defines M&V standards in broad terms as technical standards to verify and demonstrate performance of C-PACE projects and programs, regardless of whether the programs require performance guarantees or ongoing post-project M&V.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Prospective Life Cycle Assessment of Synthetic Graphite Manufactured via Electrochemical Graphitization

Lithium-ion batteries (LIBs) are expected to play a crucial role in meeting many of the clean energy-related goals. Due to its electrical properties such as good conductance, chemical inertness, and corrosion resistance, graphite is a very popular anode for LIBs. Traditional methods of producing battery-grade graphite (high purity >99%) include processing naturally mined graphite or manufacturing synthetic graphite via the Acheson process, which converts soft amorphous carbons such as petroleum coke into graphite by subjecting it to high temperature (up to 3000 °C) for prolonged periods of times (3–5 days). However, due to a lack of abundant high purity natural graphite sources, synthetic graphite is the preferred choice for many LIBs. A new synthetic electrochemical graphitization method that subjects the amorphous carbon precursor submerged in a molten salt mixture to a constant cathodic polarization (against a graphitic anode) has been discovered that has significantly lower graphitization temperatures (~800 °C) and reduced graphitization time (3–6 h). Furthermore, the method can accept a higher variety of carbon precursors compared to the Acheson process. A prospective life cycle assessment (LCA) is conducted on this new method and compared against the traditional processes. The laboratory-scale demonstration of the method is used to build an inventory, which through various assumptions is scaled up to a commercial scale. An additional scenario is also considered with a biomass-derived carbon precursor for the graphite. The results from the LCA show that while the laboratory scale process is similar to the Acheson process and natural flake graphite in terms of impact, the scaled-up process is drastically better than the Acheson process in all environmental categories. Using a coconut shell-derived biomass precursor has a higher impact due to its manufacturing in Indonesia, as the Indonesian energy grid is highly fossil fuel dependent. Therefore, the biomass carbon may have a higher impact than petroleum coke dependent on the location of production of biomass-derived carbon black. The LCA has identified the molten salt—CaCl 2 —as a potential hotspot and suggests other salts should be considered. Accordingly, the new method shows promise in this early stage LCA in improving the environmental performance of graphite (and by relation LIBs) and therefore needs to be explored more in terms of its commercial viability.

25 ENERGY STORAGE↗

A Clean Energy Deployment Baseline for the Energy Community and Low-Income Tax Credit Bonuses [Slides]

The Inflation Reduction Act of 2022 introduced, for the first time, place-based federal tax incentives for projects sited in “Energy Communities,” potentially changing the economic calculus of where projects are best sited. Storage projects can qualify for a 10-percentage-point bonus to the Investment Tax Credit (e.g., from 30% to 40%), while wind and solar projects may qualify for either the ITC bonus or a 10% bonus to the Production Tax Credit (e.g., from $\$27.5$ to $\$30.25$/MWh). Energy Communities are areas with historical ties to fossil fuel industries and above average unemployment levels (FFEU), with closed coal mines or power plants, or contaminated properties. They seek to identify locations across the US that could especially benefit from economic revitalization. This report explores how the new federal tax credit incentives are impacting clean energy deployment patterns and establishes historical baselines against which future changes can be compared. We include a few case studies of clean energy projects going specifically to areas that were recently impacted by coal power plant closures to provide concrete examples of investments in Energy Communities. However, this publication does not assess how much of the incentive benefits pass from clean energy developers to hosting communities, nor does it offer a comprehensive view of the economic effects of clean energy deployment on Energy Communities. Key highlights include: - As clean energy projects take multiple years to conceptualize and develop, it is likely too early to see shifts towards Energy Community locations either among newly built projects or those that entered interconnection queues in 2023. - Approximately 35% of onshore wind, 50% of solar, and 60% of storage capacity built in 2023 and the first half of 2024 are located in Energy Communities, making them likely eligible for bonus incentives. While these bonus incentives were not available to projects coming online before 2023, we used 2023 Energy Community definitions to classify whether past projects were built in what is now considered an Energy Community. The deployment levels for 2023-2024 are similar to recent years (2020-2022) for solar and storage but slightly lower for wind. - Clean energy capacity has surged in the interconnection queues over the last few years, with about 45-50% of both recently proposed and total queued capacity being located in Energy Communities. While the amount of capacity in Energy Communities has also grown, its relative share is either stable (solar and storage) or slightly lower (wind) among projects that entered the queue in 2023. - Clean energy projects can be built at lower costs in Energy Communities. The levelized cost of energy after incentives was on average $\$9$/MWh (24%) lower for solar projects and $\$2$/MWh (6%) lower for wind projects built in 2023, relative to projects not located in Energy Communities. Wholesale electricity values at Energy Community locations relative to the rest of the market vary by region. The average value was often higher for wind projects (-$\$3$ to $\$11$/MWh) but lower for solar projects (-$\$6$ to 0/MWh). - Distributed solar that is owned by commercial entities is eligible for the Energy Community bonus and also, potentially, a Low-Income Community bonus. Residential solar installations in qualifying Energy Communities that are third-party owned represent about 10% of the total residential market. Larger commercial and industrial solar installations in Energy Communities make up 17% of the total market in 2023. Nearly 2 GW of distributed solar was built in areas qualifying as Low-Income Communities in 2023, exceeding the available annual program cap of 700 MW. Continued tracking of these trends will be important for system planners, investors, and local communities.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Application of Machine Learning and Data Augmentation Algorithms in the Discovery of Metal Hydrides for Hydrogen Storage

The development of efficient and sustainable hydrogen storage materials is a key challenge for realizing hydrogen as a clean and flexible energy carrier. Among various options, metal hydrides offer high volumetric storage density and operational safety, yet their application is limited by thermodynamic, kinetic, and compositional constraints. In this work, we investigate the potential of machine learning (ML) to predict key thermodynamic properties—equilibrium plateau pressure, enthalpy, and entropy of hydride formation—based solely on alloy composition using Magpie-generated descriptors. We significantly expand an existing experimental dataset from ~400 to 806 entries and assess the impact of dataset size and data augmentation, using the PADRE algorithm, on model performance. Models including Support Vector Machines and Gradient Boosted Random Forests were trained and optimized via grid search and cross-validation. Results show a marked improvement in predictive accuracy with increased dataset size, while data augmentation benefits are limited to smaller datasets and do not improve accuracy in underrepresented pressure regimes. Furthermore, clustering and cross-validation analyses highlight the limited generalizability of models across different material classes, though high accuracy is achieved when training and testing within a single hydride family (e.g., AB2). The study demonstrates the viability and limitations of ML for accelerating hydride discovery, emphasizing the importance of dataset diversity and representation for robust property prediction.

augmentation↗

Exsolution Synthesis of Nanocomposite Perovskites with Tunable Electrical and Magnetic Properties

Nanostructured functional oxides play an important role in enabling clean energy technologies and novel memory and processor devices. Using thin-film La 0.6 Sr 0.4 FeO 3 (LSF) as a model system, the novel utility of exsolution in fabricating self-assembled metal oxide nanocomposites with tunable functionalities is shown. Exsolution triggers the formation of metallic iron (Fe 0 ) nanoparticles, Ruddlesden–Popper domains, and nm-scale percolated Fe-deficient channels in LSF. Combining multimodal characterization with numerical modeling, the chemical, magnetic, and electrical properties of the exsolution-synthesized nanocomposite at different stages of Fe 0 exsolution as well as during redox cycling are assessed. After exsolution, the electronic conductivity of the nanocomposite LSF increased by more than two orders of magnitude. Based on numerical analysis representing all the constituents, it is expected that this increase in conductivity originates mainly from the Fe-deficient percolating channels formed during exsolution. Moreover, the exsolved nanocomposite is redox-active even at moderate temperatures. Such redox capabilities can enable dynamic control of the nanocomposite functionality by tailoring the oxygen non-stoichiometry. This concept is demonstrated with a continuous modulation of magnetization between 0 and 110 emu cm -3 . These findings point out that exsolution may serve as a platform for scalable fabrication of complex metal oxide nanocomposites for electrochemical and electronic applications.

36 MATERIALS SCIENCE↗

Biofouling and Corrosion Study for a Novel Linear Guided Wave Energy Converter (Post Access Report)

The overall objective of this project was to examine the reliability and performance of antibiofouling coatings used for a wave energy converter (WEC) developed by E-Wave Technologies. The particular coatings were selected for their low toxicity and potential compatibility with aquaculture. The aim of this work was to 1) test coating solutions to prevent biofouling growth and saltwater corrosion on the static (paddle and attachment frame surface) components of the WEC that are submerged, 2) determine adhesion of the coatings to system components, and 3) assess the ease and effectiveness of biofouling cleaning to insure long term performance of the system. An analysis of commercial coatings was performed using methods to examine the prevention of biofouling and coating adhesion properties on two key materials of the WEC, which were 316L low carbon marine grade stainless steel (SS) and Ultra High Molecular Weight Polyethylene (PE). Three marine antifouling paints were selected based on their unique properties to test how different paint styles perform on different materials. The selected paints were ePaint Ecominder self-polishing paint with Zinc Omadine for slime control, Pettit ECO HRT Copper-Free ablative antifouling with Econea biocide, and Intersleek 1100SR foul release. Pacific Northwest National Laboratory (PNNL) prepared PE and SS substrates coated with the three paints and compared the performance against uncoated substrates when submerged in raw seawater for 3-, 6-, and 9-month (m) time periods. Results in adhesion testing indicated that Pettit and ePaint materials clearly bonded strongly to SS, but did not bond comparably well to PE. It was noted during adhesion testing that the Intersleek surfaces were especially difficult to test as the paint highly resists bonding to the epoxy adhesives used with the adherence testing platform. The wear rate of the coatings was not measured under this study; however, based on adhesion testing, coatings in the sliding regions of the Ewave device are expected to wear rapidly. Sandia National Laboratories (SNL) evaluated the adhesion of three different paints to PE and SS substrates which were exposed to a marine environment for time intervals of 0, 3, 6, and 9 months. From qualitative visual analysis of the 3 in2 coupons when pulled from the tank, the 3 in2 coupons generally only appeared to have biofouling consisting of filamentous algae or diatoms, which all have relatively low mass and can be easily wiped from the surface of coupons. Qualitative visual analysis indicated that ECO HRT and Unpainted were consistently worse than Intersleek and Ecominder at all time points. Results provide insight to aid with down-selection of commercial coatings under static conditions to support reliability of the WEC and potential maintenance schedules. This investigation was conducted using small coupon samples suspended in seawater and the development of testing rigs for dynamic component level testing is needed for future work. In addition, the potential toxicity of these commercial coatings on aquaculture has not been determined by this study. One recommendation is to conduct toxicity investigations at the Environmental Toxicity Laboratory at Oak Ridge National Laboratory.

16 TIDAL AND WAVE POWER↗

AL-CRADA-2025-01 Final Report: American-Made Wind Turbine Materials Recycling Prize Accelerate! Phase 2

This report summarizes the Phase 2 achievements of the Wind Turbine Materials Recycling Prize project led by Critical Materials Recycling (CMR) in partnership with Ames National Laboratory. The team demonstrated the technical feasibility and economic viability of recovering and reusing rare-earth Nd-Fe-B magnets from end-of-life (EOL) wind turbine generators. Through mechanical disassembly, demagnetization, and precision processing, magnets were harvested and characterized to assess structural, compositional, and magnetic properties. Results showed that recovered magnets performed on par with commercial-grade counterparts, enabling their integration into actuator and motor prototypes without redesign. System-level modeling and finite-element simulations validated operational performance, while Life Cycle Cost (LCC) analysis revealed up to 20% material cost savings and 2–3% reductions in overall motor system costs. Life Cycle Assessment (LCA) further confirmed substantial environmental benefits, including a ~94% reduction in global warming potential relative to virgin magnet production. The project’s success was enabled by a tightly integrated partnership between industry and national lab experts, illustrating a viable path for domestic magnet-to-magnet recycling. These findings support a scalable, circular solution for rare-earth material recovery, reducing dependence on imported critical minerals and advancing sustainable clean energy technologies.

Lograsso, Thomas [Ames Laboratory (AMES), Ames, IA↗

Extraction of volatiles and metals from extraterrestrial materials

Recent progress in defining the physical, orbital, and chemical properties of the Earth-crossing asteroid and comet population was integrated into an elaborate Monte Carlo model of the fluxes of bodies in the inner Solar System. This model is of use in projecting flight opportunities to as-yet undiscovered near-Earth objects and in assessing the impact hazard to life on Earth and the evolutionary consequences of impacts on the other terrestrial planets. Further progress was made in defining desirable transportation system architectures for the use of non-terrestrial volatiles and metals, including the delivery of propellants to near-Earth space for fueling of space exploration initiative (SEI) type expeditions, the construction and resupply of Solar Power Satellite constellations in various Earth orbits (including geosynchronous earth orbit (GEO) and Highly Eccentric Earth Orbit (HEEO)), and retrieval of He-3 for use as a clean fusion fuel on Earth. These studies suggest a greater future role for SERC in the exploration of space energy sources to meet Earth's 21st-century energy requirements. Laboratory studies of volatilization and deposition of ferrous metal alloys demonstrated deposition of strong iron films from carbonyl chemical vapor deposition (CVD), showing the crucial role of additive gases in governing the CVD process, and pointing the way to specific experiments on extraction and deposition of ferrous metals from nonterrestrial materials.

Lewis, J. S.↗

Hydrokinetic tidal energy resource assessment following international electrotechnical commission guidelines

Marine renewable energy can be used as a viable energy source to alleviate the impact of the climate crisis and have a carbon-free electricity sector in the future. Especially the energetic tidal streams are an attractive source of clean energy due to the periodic occurrence of high tidal flows daily. However, before any deployment of tidal turbine farms, it is essential to perform a resource assessment depending on the scope and scale of the project. Here, the International Electrotechnical Commission has developed a technical standard for assessing the tidal stream resource "IEC 62600-201 TS" to aid in this effort: determine a particular site's feasibility and perform the project layout design. In this study, we implemented and validated a high-resolution three-dimensional numerical model and provided results following the IEC TS for a project layout design in a highly energetic tidal channel, Tacoma Narrows of Puget Sound, in the State of Washington, USA. Implementation of the guidelines has helped adequately identify the undisturbed theoretical and technical resources with less bias, where the latter included energy extraction from the flow field arranging a hypothetical tidal energy converter (TEC) array. Also, following the standard, we carefully assessed the changes to channel flow properties from TECs, such as the kinetic energy flux and annual energy production (AEP), to provide the detailed information required for a larger project layout design. Ultimately, this work has shown the important role of IEC TS in tidal stream resource assessment, which can simultaneously act as a benchmark for other studies worldwide.

13 HYDRO ENERGY↗

Technology Strategy Assessment: Findings from Storage Innovations 2030 Bidirectional Hydrogen Storage

Hydrogen is the most common element in the universe, comprising nearly 75% of all normal matter, and it has been used by scientists for centuries, but it was not fully recognized as an element until 1766, when it was isolated by Henry Cavendish. Early work focused on the generation of hydrogen through the oxidation of metals in water, which released hydrogen gas. Hydrogen’s lighter-than-air and flammable properties were immediately used in engines, zeppelins, and as feedstock for a wide variety of chemical reactions. Several approaches were developed for the production of hydrogen with the most common being associated with the production and conversion of hydrocarbon-based fuels. Coal gasification, steam methane reforming, and other reformation processes provide the majority of current hydrogen production due to the relatively low cost of hydrogen produced through these processes. More than 95% of hydrogen production is used for industrial processes rather than energy storage. To facilitate affordable decarbonization of these industrial processes and to advance the use of hydrogen as a fuel in transportation, DOE launched the Hydrogen Shot as part of the Energy Earthshots Initiative. The goal of the Hydrogen Shot is to reduce the cost of clean hydrogen by 80% to $1/kg of clean hydrogen production within one decade (known as the “1 1 1” goal). This is distinct from the Long-Duration Storage Shot, which is the primary focus of this report; however, it is intrinsically linked to bidirectional hydrogen storage. Several important chemical synthesis processes are dependent upon hydrogen, and the production and use of hydrogen is generally driven by its connection to one of these markets. For example, ammonia is one of the most highly produced chemicals in the world and it depends chiefly on hydrogen. Ammonia is primarily used for agricultural fertilizer and is considered to be largely responsible for a doubling of agricultural production per unit of land over the last century. Another one of hydrogen’s primary uses is as a catalyst in petroleum refining during the desulfurization process. Beyond chemical production, hydrogen is used as a reductant in the production of steel and has been demonstrated as a substitute for metallurgical coal in the production of raw iron. It is even used in the hydrogenation reaction for food products to create more shelf-stable semi-solid fats. However, while hydrogen is produced on the order of 100 million metric tons/year globally to feed these industries, more than 95% of hydrogen is produced from hydrocarbons that emit CO2 during the process. Conversely, electrolysis is a process by which electricity is used to separate hydrogen and oxygen in water molecules, usually across a membrane. Hydrogen production via electrolysis lowers the carbon intensity of produced hydrogen when coupled with low-carbon electricity. Currently, global electrolysis capacity is on the order of 1 GW, which equates to about 500 metric tons/day of hydrogen production. To support large-scale industrial decarbonization, capacity will likely need to increase by two to three orders of magnitude. Electrolysis technology is broadly separated into groups that are defined by the electrolyte used, with further subdivision based on the operating characteristics. The majority of commercial electrolyzer systems are based around three main technology groups: liquid alkaline, proton exchange membrane, and solid oxide. Liquid Alkaline (LA) electrolysis is the oldest, most mature, least expensive, and most common commercial technology, with 400 plants in operation by 1902. Its hydrogen output is low relative to the size of the system due to a low current density. LA electrolysis utilizes a liquid potassium hydroxide solution as the electrolyte. Proton exchange membrane (PEM) electrolysis (also known as polymer electrolyte membrane electrolysis), described in 1960, relies on an acid-impregnated polymer membrane as the electrolyte and typically offers three to six times higher hydrogen production per unit cell area than LA electrolysis. Solid oxide electrolysis, or high-temperature electrolysis, utilizes a ceramic cell as the electrolyte and operates on steam rather than liquid water, enabling electrical efficiencies of more than 90%, which is up from 60% with PEM. Two pre-commercial electrolyzer technologies to note are alkaline exchange membrane (AEM) and proton-conducting solid oxide electrolysis cell (SOEC). AEM potentially has the advantages of both LA and PEM technologies in that it is able to use low-cost materials like LA but with the ability to operate at higher output pressures with a smaller footprint like PEM. Proton-conducting SOEC is similar to commercial SOEC, which uses an oxide-conducting ceramic; however, it uses a proton-conducting ceramic that has the potential to operate at lower temperatures and has lower capital costs. Each of these technologies is experiencing a rapid improvement in performance and a reduction in installed cost, and each appears to be well suited to specific applications. Besides differences in the type of electrolyzer used, the main difference in the architecture of bidirectional hydrogen systems is how the hydrogen is stored. Currently, the most cost-effective way to store large amounts of hydrogen gas is underground, such as in large salt caverns that have been hollowed out. These salt caverns are geographically concentrated in small portions of the United States and are not generally near large metropolitan areas; however, other subsurface architectures are being investigated to expand this reach. A more widely deployable option is aboveground pressurized tanks. These systems are about 10 times as expensive because of the materials and safety margins required to hold hydrogen at high pressures. A third option is using materials-based storage, such as liquid organic hydrogen carriers. By reversibly attaching the produced hydrogen to other molecules, it can be stored at near atmospheric pressure and room temperature. This has the potential to reduce the material cost of storage but may result in a reduction in the efficiency of the process because there are both hydrogen uptake and release processes. While materials-based storage has not been used extensively for large-scale hydrogen storage in the past, there is currently significant activity regarding developing materials and processes for use in large-scale hydrogen storage applications. Electrolysis-produced hydrogen offers an unusual opportunity for energy storage applications. Unlike more conventional energy storage approaches, such as batteries, which operate entirely within electrical markets, hydrogen is a valuable product beyond the electric market and can be directed to the most lucrative use. Hydrogen also can be directly converted back to electricity using either a fuel cell or turbine, or it can be sold to other markets, such as chemical synthesis, steel production, or even export. In this way, excess electricity can be upgraded to the most valuable product. Finally, its use can be actively managed between multiple off-takers; for example, local hydrogen storage can provide a specific amount of stored electricity and any excess can be exported to ammonia production. This flexibility is amplified by the fact that hydrogen storage has fully decoupled power and energy components, which allows for affordable scaling options. Together, this allows a substantial amount of creativity to enable the economic utilization of variable power resources while supporting decarbonization of the industry.

08 HYDROGEN↗

Platinum Group Metal Catalysts: Supply Chain Deep Dive Assessment

The report “America’s Strategy to Secure the Supply Chain for a Robust Clean Energy Transition” lays out the challenges and opportunities faced by the United States in the energy supply chain as well as the federal government plans to address these challenges and opportunities. It is accompanied by several issue-specific deep dive assessments, including this one, in response to Executive Order 14017 “America’s Supply Chains,” which directs the Secretary of Energy to submit a report on supply chains for the energy sector industrial base. The Executive Order is helping the federal government to build more secure and diverse U.S. supply chains, including energy supply chains. This report focuses on the supply chain for catalysts, specifically platinum group metal (PGM) catalysts, used for decarbonizing energy technologies. Catalysts are substances that increase the rate, conversion, and selectivity of chemical reactions and are used in a variety of applications such as chemical manufacturing, petroleum refining, and catalytic converters. Catalysts containing PGMs (“PGM catalysts”) are particularly useful in widespread industrial applications, including the production of high-volume chemicals such as ammonia, acetic acid, nitric acid, and the refining of crude oil into petroleum products. The PGM metals possess extraordinary properties such as being active oxidation and hydrogenation catalysts; excellent electrical conductors and electrodes; and outstanding adsorbers of oxygen and hydrogen. Within the energy industrial base, PGM catalysts improve the energy and materials efficiency of petroleum refining and chemical industry processes and reduce energy consumption in manufacturing. In addition to their use in catalytic converters, PGM catalysts are important to maximizing the efficiency of emerging decarbonization technologies, specifically in proton exchange membrane (PEM) electrolyzers for green hydrogen production from water and PEM fuel cells for transportation and stationary energy storage. Green hydrogen is expected to play a significant role in decarbonization scenarios.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗