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Heleno, Miguel

Publications and source records attributed to Heleno, Miguel.

At least 19 records

Market participation strategy of hybrid energy resources: A New York ISO case study

Drawing on existing market designs with independent resource participation in electricity markets, this study analyzes participation models for hybrid resources combining renewable generation and storage. Two models are considered: in the first, the components operate independently, with the Independent System Operator (ISO) managing the storage state of charge (SoC); in the second, the hybrid resource acts as an integrated unit, submitting offers as a “black box” and managing its SoC internally. Using a production cost model for the zonal New York Bulk Power System, we evaluate trade-offs in system reliability, market efficiency, and asset profitability. Our results provide several key insights for policymakers, showing that the ISO-managed granular model enhances social welfare through explicit SoC management, while the simpler integrated model is more computationally efficient, but may cause more real-time violations and lower overall profits.

Bansal, Rajni Kant↗

Estimating the impact of tariff-driven behind-the-meter storage operation on distribution grid investments

Increasing growth of distributed solar photovoltaics (PV) and electric vehicles (EV) can strain local distribution networks and require costly upgrades. Distributed battery storage, often deployed alongside PV, can be used to mitigate those costs, depending on how batteries are operated. This study evaluates the potential deferral value of distributed battery storage across a range of tariff structures, focusing on the rate structures most commonly available to residential customers today and related variants. Deferrals are evaluated with a least-cost distribution grid expansion optimization model to identify requirements on line reconductoring, transformer upgrades, and voltage regulator installations under each tariff. Results show that TOU rates and net billing tariffs can yield meaningful deferral value, depending on specific tariff structure features. Under the best performing tariff structure tested, storage produced a median annualized deferral value of $7.18 per kW of storage capacity ( kW S ) across all feeders in the sample, though deferral values were considerably larger for feeders with peak loads that coincide with utility system peak, i.e., timing of TOU peak period. In contrast, under an unrestricted TOU design with no restrictions on grid charging or discharging, the median deferral value was $0/ kW S illustrating the critical importance of tariff structure details.

Rodriguez-Garcia, Luis↗

Least-cost Optimal Distribution Grid Expansion (LODGE): Utility Pilots

The Least-cost Optimal Distribution Grid Expansion (LODGE) model provides the optimal portfolio of distribution system upgrades—e.g., voltage regulators, feeder reconductoring, transformer upgrades and non-wires alternatives (NWA), such as strategic siting of storage and distributed generation—to interconnect distributed energy resources (DERs) and enable load growth. It can be used to assess grid infrastructure costs and explore policy and regulatory solutions for distribution planning and DER valuation.In 2025, Berkeley Lab conducted three pilot analyses to validate LODGE results with empirical utility data before the model’s first release in 2026. The pilots, done with utilities in Washington, Colorado, and New Mexico, provide examples that illustrate how the model works, what it can do, and the value of the analysis.

Heleno, Miguel↗

Short-term electricity load forecasting: Application-driven evaluation of machine learning models across spatial and temporal scales

As we transition towards a decarbonized economy, the integration of variable renewable energy resources and new demands (e.g., electric vehicles, heat pumps) into the electricity grid places unprecedented pressure on grid operators to effectively anticipate and manage peak load. In this context, machine learning algorithms are proving to be indispensable for accurate short-term load forecasting, a crucial task to address these challenges. This study benchmarks 6 machine learning algorithms, including three neural networks and three tree-based algorithms, across various levels of spatial aggregation and time horizons (1, 4, 8, 24, and 48 h). The central contribution of this work is the comparison and analysis of load forecasting models not only based on statistical metrics, but also based on a novel error metric, which evaluates the cost implications of forecast errors for power system stakeholders. Results show that tree-based models outperform neural networks, based on statistical metrics, and yield less skewed error distributions for most spatial scales. However, through the lens of the novel error metric, neural networks are the more competitive choice, especially for forecast horizons that exceed 8 h. The study concludes with actionable recommendations to grid operators and highlights the need for the development of error metrics that link forecasting accuracy to operational costs. To promote transparency and open science, the datasets and Python code are open-sourced via a supplementary repository.

Houben, Nikolaus↗

Selecting Critical Scenarios of DER Adoption in Distribution Grids Using Bayesian Optimization

We develop a new methodology to select scenarios of DER adoption most critical for distribution grids. Anticipating risks of future voltage and line flow violations due to additional PV adopters is central for utility investment planning but continues to rely on deterministic or ad hoc scenario selection. We propose a highly efficient search framework based on multi-objective Bayesian Optimization. We treat underlying grid stress metrics as computationally expensive black-box functions, approximated via Gaussian Process surrogates and design an acquisition function based on probability of scenarios being Pareto-critical across a collection of line- and bus-based violation objectives. Our approach provides a statistical guarantee and offers an order of magnitude speed-up relative to a conservative exhaustive search. Case studies on realistic feeders with 200-400 buses demonstrate the effectiveness and accuracy of our approach.

Mulkin, Olivier↗

Joint scheduling of energy, fast and primary frequency response reserves in integrated transmission–distribution networks

Inverter-based distributed energy resources (DERs) connected to distribution networks (DNs) can provide fast frequency support, but their reserve deliverability depends on feeder constraints and differs from synchronous primary frequency response (PFR). Existing transmission–distribution coordination studies usually treat reserve generically or neglect feeder-level feasibility, while frequency-security scheduling studies rarely represent distribution feeders explicitly. This paper develops a bi-level day-ahead scheduling framework for integrated transmission–distribution networks that jointly clears energy, transmission-side PFR, and distribution-side fast frequency response (FFR) under exogenous hourly inertia and largest-loss inputs from an external unit commitment (UC) schedule. The transmission problem is modeled with DC-optimal power flow (OPF) and closed-form second-order cone (SOC) frequency-security constraints, whereas each DN is represented by a reserve-aware branch-flow AC-OPF so that scheduled fast reserves remain deliverable during activation. The bi-level problem is reformulated through Karush–Kuhn–Tucker (KKT) conditions into a mixed-integer SOC program, and a penalty term is used to tighten the distribution-network relaxation. In the reduced test system, lower exogenous inertia increased the required primary response from 179.64 MW to 191.08 MW, distribution-side fast response reduced total frequency-response procurement by up to 4.9%, and neglecting distribution constraints overstated the combined distribution-side energy and reserve award by up to 18%. In the expanded study, the largest case was solved in 2.02 s with a 0.00% optimality gap. Time-domain simulations kept the frequency nadir above 59.0 Hz in all tested hours. These results demonstrate the value of fast-response modeling and distribution-feasible reserve delivery in coordinated market clearing.

Noh, Seung-Gil↗

Netload Range Cost Curves for Coordinated Transmission-Distribution Planning Under DER Growth Uncertainty

The increasing penetration of distributed energy resources (DERs) requires better coordination between transmission and distribution (T&D) planning to ensure system security and cost efficiency. However, misaligned planning horizons, computational burdens, and privacy concerns hinder effective coordination, leading to either underutilized resources caused by overinvestments or reliability risks due to underinvestment. To address this challenge, we introduce netload range cost curves (NRCCs), a novel approach for managing long-term DER growth uncertainty through T&D coordination, while preserving existing data-sharing and regulatory structures. NRCCs provide pairs of (i) peak substation netload guarantees and (ii) corresponding distribution upgrade options and costs, enabling their seamless integration into transmission planning workflows. To compute NRCCs efficiently, we develop a transmission-aware distribution network planning (TADNP), which is subsequently integrated to an iterative computation procedure. These NRCCs are then embedded into an NRCC-informed transmission planning model to enable resource-efficient coordination. We illustrate our proposed approach with a case study based on realistic distribution and transmission systems in the San Francisco Bay Area, California. Our results indicate the possibility of dramatic savings in transmission investments by incorporating the proposed NRCC-integrated T&D coordination framework.

Li, Yujia↗

Endogenous Interface Pricing for Consistent Transmission–Distribution Co-Optimization With Discrete Distribution Controls

This paper proposes an endogenous interface pricing model for day-ahead transmission–distribution co-optimization that co-determines the interface locational marginal price (LMP) and the transmission–distribution exchange, ensuring price–dispatch consistency while optimally scheduling discrete distribution controls. The formulation couples a DC optimal power flow (OPF) with a branch-flow AC OPF that schedules distributed energy resources (DERs), tap-changer settings, capacitor banks (CBs), and multi-period energy storage systems (ESSs) under feeder voltage and current limits, and is solved as a mixed-integer second-order cone program (MISOCP). In a T14–D33 system, coordinated device scheduling recovers about 90% of the distribution-to-transmission export achievable in a reference case that ignores distribution network (DN) limits, while satisfying a 1.05 p.u. voltage upper bound. In a T39–D34/D37/D123 system, a sequential decoupled benchmark produces interface LMP distortions up to 12.5% and a 7.28% mismatch in net export energy, whereas the proposed model removes these distortions and the associated settlement mismatches. Second-order cone (SOC) relaxation gaps remain below $10^{-3}$ in all cases.

Noh, Seung-Gil↗

A cross-dimensional analysis of data-driven short-term load forecasting methods with large-scale smart meter data

Electricity load forecasting is essential to utility operation and power grid stability. A wide spectrum of data-driven methods, ranging from linear regression models to more recent deep learning models have been adopted to forecast electric load over the years. However, there still lacks a holistic evaluation of the applicability of conventional statistical and machine learning based algorithms with respect to different temporal and spatial scopes, computational requirements, and sensitivity of model-tuning. Enabled by a large-scale electricity load profile dataset of over 40,000 residential customers in a utility region, we conducted a cross-dimensional analysis of data-driven load forecasting methods. Three regression-based and seven deep learning algorithms with different model configurations were evaluated in terms of their overall and peak load prediction accuracy, and training burdens, across spatial aggregation levels ranging from the transformer, feeder, substation, to neighborhood. We found, first, the load forecasting accuracy is constrained by a predictability boundary, influenced by the forecasting horizon and spatial aggregation level. Specifically, RandomForest, XGBoost, TFT, TSMixer, and TiDE models achieved less than 10 % prediction error for up to 96-h ahead forecasting for district, substation, and feeder levels, while other models struggle at long-horizon predictions; Second, for winter and summer peak load dates, most models were able to predict the peak demand timing within ± 1 h, but the prediction percentage error varied by models, with TFT and TiDE models being the top performers; Third, models with similar prediction accuracy can differ in training burden by an order of magnitude. Therefore, choosing model configurations that balance prediction performance and computational resource is an important practical consideration for large-scale deployment of the machine learning based load forecasting. The outcome of this study can guide researchers and practitioners to choose the proper load forecasting algorithms based on their problem scope, required accuracy, and available resources. The predictability boundary can serve as a benchmark for electricity load forecasting problems with new algorithms and datasets.

Li, Han↗

Cataloging US state policy patterns towards microgrid deployment

Frequent extreme weather events have called for rigorous and timely efforts for alternative non-wire solutions. These efforts are getting more widespread to offer a perfect alternative as the conventional grid becomes progressively less resilient. One of these solutions is microgrids that can disconnect from the grid and offer grid resilience during an outage. While this technology is still finding its footing in the industry, states across the US are employing policy patterns and forms of instruments to support its deployment. This study includes a systemic review of the US by conducting a binary analysis of all 50 states (including Washington D.C, excluding other US territories) using seven variables. The results show four major policy approaches to microgrids: i) supporting microgrids through a definitive legislative activity leading to further policy action; ii) direct efforts from the public utilities commissions without a concrete legislative push; iii) initiatives from institutions other than the commissions; and lastly, iv) self-initiated community and private consumer efforts. The results help understand what policy instruments are being used in each of these patterns to support this niche technology that still faces regulatory challenges.

Furqan, Maham↗

Project Planning for Community Resilience: Aquinnah and Chilmark, Massachusetts

This report presents the findings of an energy system planning study for the towns of Aquinnah and Chilmark, MA, on the island of Martha’s Vineyard, conducted under the U.S. Department of Energy ETIPP program. The study used the DER-CAM model to optimize the deployment of PV and battery microgrids to enhance energy resilience against power outages, particularly winter storms. Key findings show that PV is highly cost-effective and delivers net annual savings. However, due to limited rooftop space and low winter solar output, PV and battery storage alone cannot support the full critical load during outages. Solutions incorporating conventional backup generators were found to be more economically viable for achieving 100% critical load support.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

On the role of Battery Energy Storage Systems in the day-ahead Contingency-Constrained Unit Commitment problem under renewable penetration

The integration of variable Renewable Energy Sources (vRES) to alleviate greenhouse gas emissions has introduced significant challenges for power systems operations. These challenges include high levels of uncertainty due to the intermittence associated with vRES and therefore impose the need to devise a reliable and cost-effective day-ahead unit commitment and power and reserves scheduling for real-time operations. Also, this increasing penetration of vRES requires higher ramping capabilities from units originally designed for other purposes (e.g., base-load generation), which might be exacerbated during contingency states. Hence, in this work, we propose a methodology to address the day-ahead Contingency-Constrained Unit Commitment (CCUC) problem that leverages the participation of Battery Energy Storage Systems (BESSs) to address load-following and post-contingency management, therefore alleviating the ramping burden on conventional thermal generators. To do so, we formulate a three-level optimization problem that represents the decision-making process of obtaining the least-cost commitment, generation and reserves scheduling, while restricting the Conditional Value-at-Risk (CVaR) of the system imbalance at real-time operations to user-defined tolerance levels. In addition, we devise a computationally efficient solution approach for the proposed problem based on the Column-and Constraint Generation (CCG) algorithmic framework. Two numerical experiments are conducted to empirically illustrate the benefits of the proposed methodology. Key results indicate a reduction in real-time ramping needs and a better usage of the system resources, with a reduction in the overall system commitment levels and reserve scheduling costs when compared to a benchmark case in which storage is not available.

Moreira, Alexandre↗

Resilient Energy Transition Planning for Ouzinkie, Alaska

This report documents an energy system planning study for the village of Ouzinkie, Alaska, conducted by the U.S. Department of Energy's (DOE) Energy Transitions Initiative Partnership Project (ETIPP). Ouzinkie is a small remote community located on Spruce Island, Alaska, in the Kodiak Archipelago. The Ouzinkie community is served by a local electrical system powered by a combination of diesel generators and a hydroelectric turbine. Due to aging assets, however, the power system reliability has declined in recent years, while the cost of operating the diesel generators has increased significantly. To address these problems, Ouzinkie asked ETIPP to provide technical assistance to develop an updated integrated plan for improvements to the Ouzinkie power system, in order to transition to a more reliable and resilient system powered by renewable energy resources.

13 HYDRO ENERGY↗

Planning and Operations in Electricity Markets Under System Transformation

United States electricity markets, planning mechanisms, and operational procedures are currently evolving in concert with three key trends. First, a range of new resources—solar, wind, energy storage, hybrid co-located storage, and distributed energy—are coming online and require new solutions to ensure they are efficiently integrated into existing systems. Second, consumers now face more opportunities to participate in markets by providing demand response and engaging in two-way interactions with the grid. Third, there is an increasing need for enhanced coordination between generation and transmission planning as well as across transmission and distribution systems.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Planning and Operations in Electricity Markets Under System Tansformation: Key Findings

This report summarizes a set of key findings that have been developed through a set of interconnected research activities performed by five institutions between January 2020 and December 2023. The project team, comprising Argonne National Laboratory, the National Renewable Energy Laboratory, Lawrence Berkeley National Laboratory, the Electric Power Research Institute, and Johns Hopkins University, collective engaged with the North American Independent System Operators and Regional Transmission Operators (ISO/RTOs) to identify the key challenges they are facing and opportunities for the project team to provide technical assistance in several prioritized challenge areas.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Reconductoring Economic and Financial Analysis Tool (REFA) v1.0

REFA is designed to help transmission planners better understand the financial, environmental and economic benefits of reconductoring upgrades, using traditional or advanced conductors. More specifically, the tool enables grid planners and utilities to demonstrate the entire lifetime value of reconductoring projects, providing potential justifications for projects with higher Capex - the purchase of long-term physical or fixed assets used in a business's operations. Existing tools are designed to compare technical aspects of different conductor applications. They typically do not allow a cost-benefit analysis over the lifetime of the conductor's operations.

Heleno, Miguel↗