Engineering topics

Homer, Juliet S.

Publications and source records attributed to Homer, Juliet S..

13 records

DOE OSTI2026

Examples of State and Utility Actions on Proactive Planning and Investments

As states across the U.S. confront rising electricity demand, clean energy deployment, grid modernization imperatives, and the integration of large new loads, some regulators and utilities are shifting away from reactive, “just-in-time” investment approaches toward more proactive planning and investment frameworks. This report compiles examples of jurisdictional and utility actions that reshape planning processes, cost recovery mechanisms, and performance oversight to anticipate—rather than simply respond to—future grid needs. Several themes emerge from state actions examined in this report. First, legislatures and commissions are increasingly directing utilities to proactively upgrade their distribution and transmission systems, reflecting a shift toward a forward-looking system that aligns planning with state policy goals. Second, states are establishing long-term, iterative planning frameworks that often feature multi-year horizons, biannual or annual compliance reporting, structured opportunities for stakeholder engagement, and emphasis on collaboration among utilities, regulators, and stakeholders. Third, states are actively investigating innovative cost recovery mechanisms designed to support accelerated electrification and grid modernization, while balancing consumer advocates’ concerns regarding the ratepayer financial risks of premature investments. Fourth, performance metrics and reporting requirements are being developed to ensure transparency and accountability for proactive investments. Fifth, methodological improvements in planning—such as aligning load forecasting assumptions, incorporating sensitivities, and considering load management potential across building, vehicles, storage, and demand response—are recurring areas of stakeholder focus across jurisdictions. Overall, these developments signify a growing recognition among state regulators, utilities, and stakeholders that proactive planning—supported by clear definitions, consistent and transparent methodologies, robust performance metrics, and innovative cost recovery mechanisms—is a tool that can be used to address the scale and urgency of contemporary grid needs.

electricity market↗

DOE OSTI2024

A Review of Resilience and Long-Term Planning in Power and Water Systems in the United States

There is recognition among power and water utilities that the frequency and magnitude of high consequence and low probability events could increase as a result of climate change. The interconnected nature of energy-water systems raises the possibility of cascading failures, increasing complexity and risks. Resilience and long-term planning are important ways of weathering the effects of climate change. First, to understand more about resilience, we reviewed existing literature on resilience definitions, metrics, and modeling, focusing on integrated water-power systems. Second, to understand how resilience and planning are being applied in practice, we interviewed utilities and organized, curated, and synthesized the interview data to arrive at several key findings, which are presented here. We found that there is not a consistent definition for resilience, yet it is something that utilities regularly plan for, often with different names and varying methods/measures. However, there is a tangible shift in the industry towards defining and determining measurable resilience metrics. While the exact metrics are a work in progress, utilities are taking steps forward by (1) putting people and culture at the center of resilience, (2) recognizing their own interdependencies, and (3) pursuing better cross-sector collaboration.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2024

Water & Energy Interdependencies Across Economic Sectors of the United States

The motivation of the Integrated Water Power Resilience Project is to identify and develop opportunities for improving resilience in the water and power sectors through coordinated planning, investment, and operations and thereby provide benefits to power and water utilities, consumers, and the environment. Water and power systems are interdependent, subject to many of the same natural and manmade hazards, and are critical for the well-being of communities and society. Because of the interconnectedness of water and power systems, there are substantial economic, social, and environmental benefits to co-managing the market sectors for resilience instead of managing them separately. To support this initiative and future research in this area, a county level water and energy flow dataset was developed to build, calculate, and visualize interconnections in water and energy between various sectors. This report presents county and regional water and energy visualizations across nine economic sectors of the United States: agriculture, commercial, electricity generation, industrial, mining, public water supply, residential, transportation, and wastewater treatment.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2024

U.S. Department of Energy-National Lab Equity Summit: Grid Planning and Operations (Workshop Report)

This report summarizes the U.S. DOE and national laboratories equity summit that was held on February 5, 2024, and focused on grid planning and operations. The objectives of the summit were to connect DOE and lab researchers working on grid-related equity issues, share information on current and planned grid-related equity projects and initiatives, and inspire and educate participants by hearing from our panelists about solutions and challenges to integrating equity in grid planning and operations. The summit included two panels of industry leaders. The first was a state and community perspectives panel that included representatives from a state public utility commission (Oregon Public Utility Commission), a state energy office (Washington Department of Commerce), a state utility consumer advocate (Connecticut Consumer Counsel), and industry consultants (Elevated Engagement and ArkSpring Consulting). Panelists shared successes they have seen, critical challenges related to equity and grid planning and operations, and other considerations. The second panel addressed utility perspectives and included representatives from two utilities (Commonwealth Edison and Tacoma Power), the National Rural Electric Cooperative (NRECA), and a former utility employee and legal consultant. Panelists discussed the role of the utility concerning equity, the most significant technical and data modeling needs and opportunities, and the role the labs could help advance equity in grid planning and operations. There was also a session on partner organization presentations. Argonne National Laboratory made a short presentation on the Grid Modernization Laboratory Consortium (GMLC) project they are leading on equity-informed power system planning. NARUC, NASEO, and the Clean Energy States Alliance, as partners of the GMLC project also shared updates on relevant activities and resources. During the summit, there were two rounds of lightning presentations by national labs and DOE highlighting research that addresses equity and grid planning and operations (Tables 5 and 6 and slides in the Appendix). The goal of the lightning rounds was to share information between participants to encourage collaboration and leverage ongoing research at labs and DOE. The summit included two interactive exercises where summit participants shared their perspectives on relevant equity projects and initiatives (Table 2), key challenges regarding equity and grid planning and operations (Table 3), and promising innovations or progress (Table 4). At the end of the session, participants were asked to share essential insights from the event (Table 7) and an action they plan to take as a result of the event. Participants agreed that the event was useful in helping them share and learn from each other. The project team plans to use the information from the summit as a starting point to help inform future research and technical assistance. In 2026, another Equity Summit will be held (virtually or in person) as part of the same project to help raise awareness and disseminate research and resources completed during the project's duration.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2023

Emerging Best Practices for Electric Utility Planning with Climate Variability: A Resource for Utilities and Regulators

This report is intended to support electric utilities and regulators as they work together to increase the climate resilience of the power system in the United States. It focuses on best practice methods and examples of conducting utility forecasting with climate change (Section 2) as well as three overlapping types of electric utility planning for climate change: resource planning (Section 3), asset planning (Section 4), and contingency planning (Section 5). This report also addresses data development and access (Section 6), emerging pathways for planning including decision-making under deep uncertainty and storylines approaches (Section 7), regulatory considerations (Section 8), and coordination and innovative funding and cost sharing approaches to planning for climate variability (Section 9).

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2023

Grid Resilience to Extreme Events – Connecting Science to Investments and Policy

A workshop co-hosted by Pacific Northwest National Laboratory and Seattle City Light was held at the Seattle Municipal Tower on November 8–10, 2022. Participants from research organizations, utilities, professional associations, consultants, and government organizations attended. The purpose of the workshop was to develop a vision for addressing climate extremes that include improving forecasting and characterization, infrastructure resilience modeling, and investment planning and decision support. The workshop also aimed to provide a platform for sharing approaches and information and identifying possible collaborations.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2022

Considerations for Resilience Guidelines for Clean Energy Plans: For the Oregon Public Utility Commission and Oregon Electricity Stakeholders

This document summarizes relevant approaches, research, models, and national examples for state utility regulators tasked with developing utility guidelines for risk-based resiliency planning. In 2021, the Oregon Legislature enacted a 100 percent clean electricity by 2040 standard that requires the Oregon Public Utility Commission (PUC) to oversee utility planning for aggressive clean energy deployment through Clean Energy Plans (House Bill 2021, Sec. 4). In addition to meeting emissions reductions targets, Clean Energy Plans must also: "Include a risk-based examination of resiliency opportunities that includes costs, consequences, outcomes, and benefits based on reasonable and prudent industry resiliency standards and guidelines established by the Public Utility Commission." This report will support the Oregon Public Utility Commission in developing resilience guidelines. Other state public utility commissions may also benefit from this research.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2022

interflow: A Python package to organize, calculate, and visualize sectoral interdependency flow data

Many economic sectors rely on an uninterrupted “upstream” supply of a resource to conduct their primary functions, leaving them vulnerable to adverse effects should that resource flow be interrupted or compromised (OECD, 2017; U.S. EPA, 2010). Well-known examples of these relationships include water demand by the energy sector (e.g., thermoelectric cooling for nuclear generation) (Grubert & Sanders, 2018; Webber, 2017) and energy demand by the water sector (e.g., electricity required to treat or move water in the public water sector) (Congressional Research Service, 2017) though many others exist. Being able to calculate and document these interdependencies and evaluate where the greatest cross-sectoral intensities and flows exist can reveal opportunities to enhance the overall network. Despite the implications and potential impacts, however, these interconnections and flows have been historically complex to analyze and understand. The interflow package provides a flexible tool to organize, calculate, and visualize (using Sankey diagrams and other visualizations) sectoral interdependency flows for multiple subsectors and resources. This tool can help decision-makers, researchers, and other audiences more easily pull meaning from these interdependencies to reveal multi-faceted opportunities and risks. interflow can help investigate questions such as (1) which sectors have high cross-resource dependencies, (2) how does demand for a resource in various sectors compare across regions, and (3) where the sectoral and regional opportunities are for enhanced efficiency, security, and resiliency.

97 MATHEMATICS AND COMPUTING↗

DOE OSTI2021

Coordination and Planning for Water and Power System Resilience (Workshop Report)

Water and power utilities are interdependent, subject to many of the same natural and manmade hazards, and critical for the well-being of communities and society. In April 2021, a virtual workshop was held that brought together representatives from water, wastewater, and electric utilities; government organizations; water and electricity based professional associations; consulting firms; and researcher organizations to explore water and power system interdependencies and resilience. The workshop, organized by Pacific Northwest National Laboratory (PNNL) and funded by the United States Department of Energy (DOE) Water Power Technologies Office (WPTO), explored a vision for coordinated and resilient water and electric utilities of the future and identified barriers and strategies for increased coordination and integrated planning between water and power utilities. Workshop participants suggested next steps and areas where federal research and support would be beneficial. This report documents that key outcomes of the workshop.

13 HYDRO ENERGY↗

DOE OSTI2021

Resilience of Interdependent Water and Power Systems: A Literature Review and Conceptual Modeling Framework

As increasing pressures of population growth and climate change arise, water and power systems (WPS) are becoming increasingly interdependent. This interdependency has resulted in an increased potential for cascading failures, whereby the service interruption of one system can propagate to interdependent ones. This paper makes four contributions. First, we present an extensive literature review in the field of integrated water and power resilience, leveraging both institutional and technical literature research landscapes. We compare various modeling approaches used to model interdependent WPS and discuss the different metrics and definitions that are typically employed to quantify and define resilience. Relevant challenges and gaps related to modeling tools and metrics are also discussed, and appropriate recommendations are made. Second, the paper presents a visualization prototype for interdependent WPS to showcase water and power system interdependencies and reveal co-managed resilience strategies that can be used to improve resilience under different types of common threats. Third, we provide a conceptual decision support framework that simultaneously optimizes a portfolio of co-managed resilience strategies in the face of multiple, uncertain threats and addresses WPS interdependencies. Finally, we present future trends regarding digitalization, integrated planning, collaborative governance, and equity needs for building more resilient WPS.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2021

A Review of Water and Climate Change Analysis in Electric Utility Integrated Resource Planning

The purpose of this paper is to examine the extent to which electric utility integrated resource plans (IRPs) evaluate the impact of water constraints on electric generation resource portfolios and the extent to which IRPs consider the impacts of climate change to generation and loads. This white paper reviewed 30 IRPs to determine best practices with respect to analyzing and reporting on potential water-based and climate change risks within the integrated resource planning process. Best practices from electric utility IRPs are identified and additional recommendations and considerations are put forth. In recent years, thermal generating facilities have experienced challenges with water availability: a shortage of cooling water, conditions in which incoming cooling water is too warm for optimal operation, and/or water discharge temperatures exceeding permit limits. S&P Global Market Intelligence recently reported on a study that identified for the year 2030, 98.2 gigawatts (GW) of coal capacity at risk due to water stress. Climate change effects on hydrological cycles may adjust the timing, temperature, and volume of water availability for thermal electric cooling and for hydropower generation, which could further exacerbate the frequency and duration of operational constraints. Climate change can also impact the timing and intensity of electric loads that utilities must serve, most notably for heating and cooling.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2021

Valuing wind as a distributed energy resource: A literature review

As more distributed energy resources are deployed on electric grid systems across the world, it is important to identify, characterize, and quantify the value elements of different types of distributed energy resources so that policymakers, developers, and utilities can make informed energy deployment decisions. This paper focuses on the value of wind energy as a distributed energy resource (i.e., “distributed wind”). Because of a lack of distributed wind-specific valuation studies, in this review we document the current state of distributed energy resource valuation, analyze a wide array of distributed energy resource valuation metastudies, and identify several value elements for which we recommend developing more robust and standardized calculation methodologies for their potential inclusion in distributed wind valuation. These value elements are ancillary services and locational, resilience, reliability, and resource diversity benefits. Furthermore, this work lays the foundation for a future comprehensive framework for distributed wind valuation studies.

17 WIND ENERGY↗

DOE OSTI2021

Wind Systems Integration Workshop

The U.S. Department of Energy’s Wind Energy Technologies Office (WETO) Wind Systems Integration Workshop was held to facilitate an exchange of information and to solicit feedback to inform WETO’s near- to mid-term research priorities and to accelerate near-term, rapid deployment and integration of wind technologies at both the transmission and distribution levels. Workshop participants identified key research challenges and opportunities for grid services, power electronics, modeling and decision-support tools, transmission and distribution system coordination, and applying energy equity principles to wind grid integration research.

17 WIND ENERGY↗