Deep Electrification Analysis: The Role of the U.S. Power Grid for Sustainable Transportation
This project attempts to quantify the size of electric generation for the entire nation to transition from a fossil fuel based transportation sector to a zero GHG emission-based energy source. The scope of this analysis is limited to decarbonizing the transportation sector, leaving the remaining sectors, such as power (for those that are still fossil based), industry, and building sectors, for later phases of study. The study year for this analysis is 2050, with expected escalation in transportation services and naturally occurring evolutions in the electric power sector and the entire economy. This analysis uses the projections of the Energy Information Administration’s (EIA’s) Annual Energy Outlook (AEO 2020) Reference Case for study year 2050 [EIA/AEO2020] as a base-case. The transportation sector is disaggregated by the following modes and classes: (1) on-road (divided into light-duty, medium-duty, heavy-duty vehicles), (2) aviation, (3) maritime, and (4) rail. The decarbonization case was based on only 2 pathways: (1) electrification of on-road transportation except for 30% of heavy-duty vehicles, and (2) power-to-liquid for the remaining transportation modes. The study estimated for 11 US regions what the additional wind and storage capacities requirements are to replace the fossil-based fuels with renewable wind capacity. Considered were the utilization of the existing idle capacity particularly during the load valley at night and any additional new generation capacity in EIA projections for the reference case. To balance the additional wind capacity required significant energy storage capabilities which were estimated in terms of power capacity (GW) and energy capacity (GWh). The paper further characterizes the energy requirements by a relation of power capacity to duration, allowing the analyst to gain insights into what the best technology portfolio might be to meet the new balancing or flexibility needs.