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DOE OSTI2023

Oak Ridge National Laboratory Annual Sustainability Report 2023

ORNL, managed under contract by UT-Battelle LLC, is DOE’s largest science and energy laboratory and, as such, executes the widest range of mission capabilities. Diverse expertise spans a broad range of scientific and engineering disciplines, enabling research and science achievements to accelerate the delivery of solutions to the marketplace. ORNL supports DOE’s national missions of scientific discovery, clean energy, and security. To execute these activities, ORNL has grown significantly over 80 years of continuous operations, consisting of facilities with commissioning dates ranging from the 1940s to the present—an extraordinary set of distinctive scientific facilities and equipment. The complexities of such a variety of facilities require teamwork among divisions, a wide variety of conservation projects, and creative strategies to achieve the desired energy and water savings. Such a diverse and unique set of major facilities, totaling over 5.5 million square feet, with 6,000 employees, requires an innovative plan to accomplish advancements in operational efficiencies. ORNL is tasked with the management of an extraordinary set of distinctive scientific facilities and equipment for DOE. ORNL is mission-driven, and its mission has grown substantially over the decades. ORNL’s core research capabilities provide broad science and technology support for DOE in the areas of energy, environment, and national security. Currently, ORNL is a world leader in materials, neutron, and nuclear science and engineering, and in high-performance computing and data analytics. ORNL’s vast portfolio of research facilities must be maintained and carefully upgraded to protect the nation’s investment in scientific analysis. The goal of sustainable and resilient operations is to enable more effective execution of ORNL’s science and technology mission. Sustainable operational practices and enhanced resilience strive for excellent results while remaining diligent in energy conservation, environmental stewardship, asset management, and community engagement. The Sustainable ORNL Program (Sustainable ORNL) Continuous improvements in operational and business processes must be integrated into the fabric of the ORNL culture to maximize the return from the investment made in modernizing facilities and equipment. The Sustainable ORNL program promotes the legacy of system-wide best practices, management commitment, and employee engagement that will lead ORNL into a future of efficient, resilient, and sustainable operations. ORNL leadership and Sustainable ORNL champions receive regular status reports on the progress of each project and focus area (i.e., roadmap) and periodic summary reports. More information can be found at the program’s website. The Sustainable ORNL roadmap structure endorses 15 vital roadmaps. The figure below summarizes the current project assignments and demonstrates that each project contributes to the wellbeing of the whole. Continuous employee engagement and regular status reports confirm the ideals of the program. The roadmap structure is not static; as the science mission advances and the needs of the organization evolve, the Sustainable ORNL roadmap structure elements are modified to align with developing priorities. In 2022, Sustainable ORNL made roadmap changes to better align ORNL to support new federal requirements that have been issued.

54 ENVIRONMENTAL SCIENCES↗

DOE OSTI2025

Advancing Development of Emissions Detection (Final Report)

This document is the final report to the U.S. Department of Energy (DOE for contract DE-FE0031873) awarded to Colorado State University (CSU). CSU and partners at Harrisburg University of Science and Technology, University of Texas Arlington, and University of Texas at Austin organized several testing rounds to provide knowledge focused on advancing the detection capabilities of emissions monitoring devices. With this funding opportunity the research group began by establishing the Advancing the Development of Emission Detection (ADED) program, with the goal focused on enhancing the accuracy, reliability, and field applicability of methane detection technologies. This effort aimed to address the critical challenges of identifying and quantifying methane emissions while enabling industry stakeholders to meet regulatory compliance and environmental sustainability goals. The program engaged with industry, government, and technology stakeholders to promote adoption and consensus on testing techniques for methane detection solutions. Methane, a potent greenhouse gas, contributes significantly to global warming, and the oil and natural gas (O&G) sector is a primary source of methane emissions. Regulatory measures such as leak detection and repair (LDAR) programs have been implemented to address emissions. However, traditional LDAR approaches, reliant on handheld and component-level measurements, are resource-intensive. To address these limitations and move with evolving regulations, advanced methane technologies are emerging. These solutions include ground-based sensors, mobile systems (e.g., drones, vehicles, and aircraft), and satellite-based platforms. They offer innovative capabilities for autonomous monitoring, larger spatial coverage, and emission quantification using methods such as tracer gas techniques and inverse modeling with Gaussian plume analysis. The ADED program began with creating protocols for methane controlled release (CR) testing these continuous monitoring (CM) and survey technologies that detect and monitor methane emissions at O&G facilities. The protocols were then implemented throughout testing of CM and survey devices at CSU’s Methane Emissions Technology Evaluation Center (METEC) facility from 2021 through 2024. As apart of the protocol, solutions that tested under the ADED program installed their solutions at METEC, documented their system under test, and provided detection reports to the METEC team for analysis. The METEC team would provide the solutions with analyzed reports of their emissions and ground truth data of the releases conducted during their testing session. Under the ADED program, CMs were also tested at O&G facilities for a six week test run of challenge release (ChR) releases. The findings from the ADED program underscore the critical role of collaborative research and innovation in tackling methane emissions, offering a pathway for the oil and gas sector to achieve significant environmental and economic benefits. Results from METEC testing saw improvement of performance and accuracy across all solutions over the extent of the ADED experiments. The results also showed a variance in CM solution performance between CRs and ChRs. That variance pushed the team to further analyze the differences between CR testing environments and field conditions. With the drive from regulations and that variance in field conditions, the ADED team began designing a new CR testing protocol and additions to the METEC testing facility. The METEC team is furthering the progress made through the ADED program with awarded funding from DE-FE0032276. This funding pushes the development of METEC’s addition with new equipment, allowing for an updated facility layout. METEC still facilitates for traditional facilities, with a legacy pad, while expanding an new design based on how O&G infrastructure has Final Report - Contract Number: DE-FE0031873 been changed over the last decade. Throughout the ADED program the team has also been working with international partners to ensure staying in the trend globally. International partners have been essential in moving the new protocol forward to implement into CR testing at the METEC facility in Spring 2025.

42 ENGINEERING↗

DOE OSTI2020

Analysis with the ORIGEN Module of PNAR Spent Fuel Measurements for Nuclear Safeguards Applications

This report documents the analysis of the Passive Neutron Albedo Reactivity (PNAR) measurements for 23 boiling water reactor spent fuel assemblies that were performed in Finland under Action Sheet 65, which is an international collaboration on spent fuel safeguards verification methods in the context of the Finnish spent fuel encapsulation/repository system. PNAR measures the passive neutron and gamma emission rates from each of the spent fuel assemblies like a Fork detector, and it also measures the PNAR ratio, which is expected to correlate with the net neutron multiplication of the measured fuel assembly. The analysis was performed with the Oak Ridge Isotope Generation and Depletion (ORIGEN) Data Analysis Module, which was originally developed for predicting Fork detector spent fuel measurement signals in real time and has been integrated into the Integrated Review and Analysis Package developed by Euratom and the International Atomic Energy Agency. The module includes the ORIGEN burnup analysis code and integrates detector response functions pregenerated using the MCNP Monte Carlo transport code to predict the detector signals in several seconds per assembly. In this study, new response functions specific to the analyzed PNAR measurements were generated for the ORIGEN Module. The study also analyzes the impact of using detailed fuel design and operation information vs. standard safeguards information on the results calculated with the ORIGEN Module. Using detailed information reduced the standard deviation of the relative differences between calculated and measured neutron count rates among the 23 assemblies from ~10% to ~4%. The results obtained using standard safeguards information for these PNAR measurements were similar to those obtained for the Fork detector. A clear trend was found between the calculated net neutron multiplications and the measured PNAR ratios of the 23 assemblies. An uncertainty assessment of the calculations was also performed to estimate the potential impact of the accuracy and the completeness of declaration information on the calculated results for the count rates and net neutron multiplications. The ORIGEN Module predictions for PNAR signals and net neutron multiplication are expected to directly support the safeguards inspectors’ efforts to verify operator declarations of a spent fuel assembly in real time in safeguards practices.

11 NUCLEAR FUEL CYCLE AND FUEL MATERIALS↗

DOE OSTI2023

Panorama 360 (Final Report)

This is the final technical report for the DOE-funded Panorama 360 project. Panorama 360 provided a resource for the collection, analysis, and sharing of performance data about end-to-end scientific workflows executing on DOE facilities. The work focused on workflows that include experimental data generation at DOE facilities. The main activities of Panorama 360 include the development of: 1. A distributed repository that stores different types of workflow execution data (e.g., point and time series performance traces at fine- and coarse-grained levels); 2. A set of open-source data capture, curation, and publishing tools fully integrated with a state-of-the-art workflow management system that automates data ingestion to the repository and enables users to discover, query, and process data from the repository; 3. A set of analysis algorithms and machine learning based tools to perform analysis and characterization of the gathered data, which can be used to detect anomalous performance or system faults; and 4. Best practices and recommendations for workflow evaluation, analysis, execution, and architectures.

97 MATHEMATICS AND COMPUTING↗

DOE OSTI2025

Cleaned 5-Minute Resolution Air Quality and Meteorological Data from Nine TCEQ CAMS Sites in Houston, Texas (Nov 2021 – Oct 2022)

These data encompass 5-minute air monitoring and meteorological observations collected in the greater Houston, Texas metropolitan region, at nine (9) Continuous Ambient Monitoring Stations (CAMS) operated by the Texas Commission on Environmental Quality (TCEQ) between November 1, 2021 and October 31, 2022. The CAMS sites (CAMS 1, 8, 35, 45, 148, 403, 405, 410, and 1052) were chosen because their instrumentation includes measurements of PM2.5. These sites also provide continuous multi-parameter air-quality and meteorological measurements. Particulate matter (PM2.5, PM10) was sampled along with several trace gases, including ozone (O3), nitrogen oxides (NO, NO2, NOx), sulfur dioxide (SO2), and carbon monoxide (CO). The data set also contains standard surface meteorological parameters (temperature, humidity, pressure, wind speed, and wind direction). Several sites also include AutoGC-based measurements of volatile organic compounds (VOCs). Air monitoring instruments deployed at the selected sites comprise the following systems: BAM-1020 or TEOM (PM2.5), Thermo Scientific TEI 49i (O3), TEI 42i (NOx), and AutoGCs (VOCs). This data set is similar to the data included within the houairq5mX1.00 datastream, except for a few additional quality control steps. A systematic data cleaning and verification process was performed on the data set to ensure its quality and preparation for analysis. Removal of non-numeric status flags (e.g., [LIM], [QAS], [SPZ], [CAL], [PMA], [AQI], [SPN], [MAL]) was accomplished by employing rule-based string parsing to extract valid numerical values. Missing entries were set to -9999; however, invalid or anomalous values (e.g., 99999) were retained as originally reported by the TCEQ to preserve data provenance. The time sequence was verified for completeness, removal of duplicates, and uniformity at 5-minute intervals. Column labeling was standardized, and corresponding values were assessed for physical plausibility. All timestamps in the data set were reported in Coordinated Universal Time (UTC) as provided by the TCEQ. Further, the latitude and longitude coordinates were added for each CAMS site. A subset of the data (June 1–September 30, 2022) has been used in the following publication: Subba et al. 2025. “Implications of sea breeze circulations on boundary layer aerosols in the southern coastal Texas region.” EGUsphere 2025: 1–49, https://doi.org/10.5194/egusphere-2025-2659.

latitude↗

DOE OSTI2026

REFSafE: A RAG-Enabled Framework for Predictive Risk Analysis and Automated Safety Report Generation in Mission-Critical Environments

Operational safety in mission-critical environments requires AI systems that are accurate, interpretable, and resistant to hallucination. We present an agentic Retrieval-Augmented Generation (RAG) framework, REFSafe, for grounded hazard analysis and automated safety report generation. The system integrates Large Language Models (LLMs) with structured operational data, historical incident repositories, policy documents, and external authoritative sources. Through iterative agentic reasoning, the framework retrieves, verifies, and synthesizes evidence prior to generation, enforcing citation-backed outputs with explicit source attribution (documents, links, and prior events) to ensure traceability and trust. To mitigate hallucinations and unsupported claims, all risk assessments and forecasts are constrained to retrieved evidence, with confidence signals derived from retrieval relevance and source consistency. A transparent pipeline enables subject matter experts (SMEs) to validate predictions, and provide structured feedback, forming a continuous performance calibration loop. Preliminary deployment demonstrates improved reliability in hazard detection and safety/vulnerability report generation. This work advances trustworthy, evidence-grounded AI for predictive safety intelligence in mission-critical operations.

Das, Sanjay [ORNL] (ORCID:0009000542591915)↗

DOE OSTI2021

Modeling of advanced accelerator concepts

Computer modeling is essential to research on Advanced Accelerator Concepts (AAC), as well as to their design and operation. This paper summarizes the current status and future needs of AAC systems and reports on several key aspects of (i) high-performance computing (including performance, portability, scalability, advanced algorithms, scalable I/Os and In-Situ analysis), (ii) the benefits of ecosystems with integrated workflows based on standardized input and output and with integrated frameworks developed as a community, and (iii) sustainability and reliability (including code robustness and usability).

47 OTHER INSTRUMENTATION↗

DOE OSTI2021

SAGE Intrusion Detection System: Sensitivity Analysis Guided Explainability for Machine Learning.

This report details the results of a three-fold investigation of sensitivity analysis (SA) for machine learning (ML) explainability (MLE): (1) the mathematical assessment of the fidelity of an explanation with respect to a learned ML model, (2) quantifying the trustworthiness of a prediction, and (3) the impact of MLE on the efficiency of end-users through multiple users studies. We focused on the cybersecurity domain as the data is inherently non-intuitive. As ML is being using in an increasing number of domains, including domains where being wrong can elicit high consequences, MLE has been proposed as a means of generating trust in a learned ML models by end users. However, little analysis has been performed to determine if the explanations accurately represent the target model and they themselves should be trusted beyond subjective inspection. Current state-of-the-art MLE techniques only provide a list of important features based on heuristic measures and/or make certain assumptions about the data and the model which are not representative of the real-world data and models. Further, most are designed without considering the usefulness by an end-user in a broader context. To address these issues, we present a notion of explanation fidelity based on Shapley values from cooperative game theory. We find that all of the investigated MLE explainability methods produce explanations that are incongruent with the ML model that is being explained. This is because they make critical assumptions about feature independence and linear feature interactions for computational reasons. We also find that in deployed, explanations are rarely used due to a variety of reason including that there are several other tools which are trusted more than the explanations and there is little incentive to use the explanations. In the cases when the explanations are used, we found that there is the danger that explanations persuade the end users to wrongly accept false positives and false negatives. However, ML model developers and maintainers find the explanations more useful to help ensure that the ML model does not have obvious biases. In light of these findings, we suggest a number of future directions including developing MLE methods that directly model non-linear model interactions and including design principles that take into account the usefulness of explanations to the end user. We also augment explanations with a set of trustworthiness measures that measure geometric aspects of the data to determine if the model output should be trusted.

97 MATHEMATICS AND COMPUTING↗

DOE OSTI2025

Toroid Signal Processing Container with Redis Integration

This report presents the research, design, and implementation of a Toroid Signal Processing Container with Redis Integration, conducted during my internship assignment. The project focused on developing a modular signal processing sys- tem capable of performing baseline correction, droop compensation, and real- time data communication for beam diagnostic signals. Using Redis as a message broker and configuration manager, the system ensures modularity, scalability, and efficient inter-process communication. Signal correction algorithms, such as Asymmetric Least Squares (ALS) baseline smoothing and a numerical droop correction approach, were implemented and tested using Linac beam data. The results confirm that this system improves signal fidelity and supports real-time analysis requirements, offering valuable contributions to the field of beam instrumentation and data acquisition systems.

Bowers, Elliot [Cabrillo Coll.]↗

DOE OSTI2025

Toroid Signal Processing Container with Redis Integration

Bowers, Elliot [Cabrillo Coll.; Fermilab]↗

DOE OSTI2022

Development of a Cloud-based Application to Enable a Scalable Risk-informed Predictive Maintenance Strategy at Nuclear Power Plants

Light-water reactor operations and maintenance (O&M) costs are prohibitively high, thus contributing to the premature decommissioning of nuclear power plants (NPPs). This is partly due to how the equipment is monitored. In recent years, cloud computing has emerged as a dominant technology by virtue of its low costs, computing and storage adaptability, and ability to host applications over numerous types of virtual infrastructures. Cloud computing can be a cost-effective alternative to onsite storage and diagnostics. This paper conducts a techno-economic assessment of a provisional cloud deployment architecture for a NPP predictive monitoring (PdM) system. The cloud-based monitoring system would enable maintenance and diagnostics (M&D) analysts and other authorized plant users to remotely monitor equipment functionality so as to enable PdM practices and early detection of faults. The Microsoft Azure cloud platform is included in the proposed cloud architecture to provide data processing and storage, sensor device networking, and database management; however, this analysis could be extended to other cloud computing service providers as well. For the techno-economic assessment, technical feasibility is measured in terms of network performance metrics such as response time, latency, and throughput, whereas economic feasibility is measured in terms of operational costs and capital expenditures. Finally, this report covers certain regulatory and security aspects that may concern licensees looking to implement cloud computing. The report focuses on the integration of sensor database storage, the application of cloud resources to PdM, and the identification of technological and economic hurdles associated with moving to a cloud-computing-based architecture.

46 INSTRUMENTATION RELATED TO NUCLEAR SCIENCE AND ↗

DOE OSTI2026

Agent-Based, Bottom-Up Medium- and Heavy-duty Electric Vehicle Economics, Operation, Charging and Adoption (Research Performance Final Report)

This is the research performance final report for the project entitled: Agent-Based, Bottom-Up Medium- and Heavy-duty Electric Vehicle Economics, Operation, Charging and Adoption This project was able to achieve the DOE’s goals of developing new modeling tools to understand MDHD vehicle operation and adoption. The first modeling tool is a fleet-level techno-economic analysis model capable of estimating energy use and associated environmental and cost impacts for electrified and conventional vehicles of any MDHD vocation, using real-world cost and operations data, including approaches to optimizing schedules for charging and/or vehicle dispatch. The second modeling tool is a system-level, bottom-up, agent-based adoption model capable of generating geographically-resolved estimates of market projections for MDHD vehicles and charging infrastructure. These tools will be developed and published to serve dual purposes as analysis tools for researchers, and decision-support tools for decision makers within the MDHD system.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2021

High Temperature Moderator Cladding Report

The hydrogen permeation system at LANL has been modified and improved to perform high temperature testing of metals and metal/ceramic samples. This will allow us to demonstrate the ability to reduce hydrogen permeation for microreactor materials. For this program, two metals have been chosen for analysis, stainless steel as a base metal and TZM based on its high temperature properties and anticipated higher H permeation resistance. Samples have been fabricated and coated with Al 2 O 3 via atomic layer deposition in order to evaluate the potential to reduce hydrogen permeation with a thin layer ceramic coating. Current efforts include literature review of systems and sample fabrication to demonstrate feasibility, future work will focus on collecting hydrogen permeation data.

22 GENERAL STUDIES OF NUCLEAR REACTORS↗

DOE OSTI2021

Herbaceous Feedstock 2021 State of Technology Report

The U.S. Department of Energy (DOE) promotes the production of advanced liquid transportation fuels from lignocellulosic biomass by funding fundamental and applied research that advances the State of Technology (SOT). As part of its involvement with this mission, Idaho National Laboratory (INL) completes an annual SOT report for biomass feedstock logistics. This report summarizes supply system impacts of Bioenergy Technologies Office (BETO)-funded research and development efforts at INL and INL collaboration with external partners (e.g. Forest Concepts, Purdue University ) that lead to improvements in feedstock supply systems. These include improvements to and observed performance of innovative harvest and collection methods, storage technologies, transportation and handling approaches, and advanced preprocessing technologies. Biomass quality and variability, and the interface between feedstock quality and conversion performance are key drivers in addition to delivered feedstock cost. In this report, we estimate the benefits of R&D technology improvements to individual supply system unit operations and present the status of feedstock logistics technology development for converting herbaceous biomass into biofuels. These analyses are supported by experimental data where possible and help to align the SOT relative to the cost goals defined in the Multi-Year Plan.

09 BIOMASS FUELS↗

DOE OSTI2023

Building Technologies Office 03.02.02.38 Milestone Report — Technology Options for Low Environmental Impact Air-Conditioning and Refrigeration Systems

Due to increasing concerns about global warming, various environmental regulations will eventually phase out refrigerants used in air conditioning and refrigeration systems (e.g., R-410A, R-404A). Several refrigerants have been proposed as replacements, offering a variety of global warming potential (GWP), levels of energy efficiency and flammability. Some of these options are synthetic HFC/HFO mixtures such as R-454C and R-455A while other are commonly called naturals such as R-290 (Propane) and R-744 (Carbon Dioxide). This study discusses the merits of the leading options for air Conditioning and refrigeration systems. The fundamental requirements (environmental, performance, safety) are employed to fairly evaluate these options. Performance data and Life Cycle analysis results for these options are presented. Overall, this study provides information needed to judge the prospects of getting adequate replacement for R-410A and R-404A in a long-term sustainable basis.

42 ENGINEERING↗

DOE OSTI2024

Computed Tomography Scanning and Geophysical Measurements of UW Enterprises LP 1-250512-129 Well in Southwestern Indiana

The computed tomography (CT) facilities and the Multi-Sensor Core Logger (MSCL) at the National Energy Technology Laboratory (NETL) in Morgantown, West Virginia, were used to characterize Illinois Basin core of the Upper Devonian-Early Mississippian New Albany Shale Formation from Posey County, Indiana. The primary impetus of this work is a collaboration between Indiana Geological and Water Survey at Indiana University Bloomington, NETL, and Woolsey Operating Company LLC to characterize and make publicly available core information from the New Albany Shale of the Illinois Basin. Core characterization of this unconventional oil/gas well will aid in understanding the lithology changes and the fracture complexity of the New Albany Shale. There is a potential for this formation to be developed in the future for critical mineral and rare earth element (CM/REE) extraction. The resultant datasets are presented in this report and can be accessed from NETL's Energy Data eXchange (EDX) online system using the following link: https://edx.netl.doe.gov/dataset/uw-enterprises. All equipment and techniques used were non-destructive, enabling future examinations and analyses to be performed on this core. None of the equipment used was suitable for direct visualization of the pore space in the fine-grained structures studied; however, fractures, discontinuities, and millimeter-scale features were readily detectable with the methods tested. Imaging with the NETL medical CT scanner was performed on the entire core. Targeted higher resolution CT scanning of select sections was performed with NETL’s industrial and micro-CT scanner. Qualitative analysis of the medical CT images, coupled with X-ray fluorescence (XRF), P-wave, and magnetic susceptibility measurements from the MSCL were useful in identifying zones of interest for more detailed analysis. The ability to quickly identify key areas for more detailed study with higher resolution will save time and resources in future studies. The combination of methods used provides a multi-scale analysis of the core; the resulting macro and micro descriptions are relevant to many subsurface energy related examinations traditionally performed at NETL.

58 GEOSCIENCES↗

DOE OSTI2024

Simulator Data Analysis to Inform Digitalized Environment Impacts on Human Reliability

The U.S. Nuclear Regulatory Commission (NRC) has developed a human reliability analysis (HRA) method, termed the Integrated Human Event Analysis System for Event and Condition Assessment (IDHEAS-ECA), in order to estimate human error probabilities (HEPs) in risk-informed regulatory applications. To update the quantification part of IDHEAS-ECA, the NRC required human performance and error data from fully digitalized main control rooms (MCRs); therefore, it requested that Idaho National Laboratory (INL) revisit previous data collection studies and investigate how the following three factors impact human reliability: self-checking, peer-checking, and automation. The HRA data collection studies revisited were the Human Reliability Data Extraction (HuREX) project, developed by the Korea Atomic Energy Research Institute (KAERI), and the Simplified Human Error Experimental Program (SHEEP), developed by INL. HuREX is a representative HRA data collection study that collects human reliability data from full-scope simulators staffed by licensed operators. SHEEP, on the other hand, has been proposed to complement such full-scope studies by collecting data via simplified simulators staffed by non-licensed student operators. In the HuREX study, KAERI collected HRA data from fully digitalized MCRs for the Advanced Power Reactor (APR)–1400. The SHEEP data were obtained from simplified simulators that partially mimicked the features of digitalized MCRs. The present report mainly discusses how the impacts of the aforementioned three factors on human errors were derived from these two data collection studies.

99 GENERAL AND MISCELLANEOUS↗

DOE OSTI2025

Advancing Grid Resilience through Smart Charge Management: Findings from Maryland’s Pilot

This report presents research findings from a four-year Smart Charge Management (SCM) pilot program conducted by Maryland’s largest electric utilities—Baltimore Gas and Electric (BGE), Potomac Electric Power Company (Pepco), and Delmarva Power & Light (DPL)—to evaluate strategies for optimizing electric vehicle (EV) charging loads and enhancing grid stability. Supported by the U.S. Department of Energy (DOE), Argonne National Laboratory collaborated with all project partners and examined the effectiveness of Time-of-Use (TOU) and Load Balancing (LB) strategies in managing peak demand, deferring costly infrastructure upgrades, and reducing grid constraints at the feeder level. Using charging data from over 4,600 EV drivers, the study analyzed SCM’s impact on the distribution systems of BGE and Pepco, which consists of over 2000 feeders. Unlike prior research that focused on system-wide trends or synthetic feeders, this analysis offers granular, feeder-level insights based on real-world operational data. It highlights how transformer density, load profiles, and infrastructure constraints influence smart charging performance. Results show feeder-level conditions play a crucial role in SCM effectiveness, with most feeders benefiting more from LB, while TOU-based SCM may be sufficient for others. By 2035, LB reduced peak charging loads by 27% on average, compared to 23% under TOU-based SCM, though some feeders saw reductions exceeding 35%, while others experienced minimal impact. Feeders with higher transformer utilization and limited capacity benefited more from LB, which more effectively distributed charging demand during off-peak hours. Beyond reducing grid constraints, SCM offers long-term operational and financial benefits. By shifting EV charging demand strategically, utilities can optimize asset utilization, delay infrastructure investments, and enhance grid performance. In terms of infrastructure upgrade deferrals, at the feeder level, LB consistently reduced peak charging loads and resulting infrastructure upgrade costs, particularly in high EV enrollment areas, decreasing the number of overloaded transformers by up to 35%, while TOU-based SCM achieved 20-30% reductions depending on feeder characteristics. At the system level, LB has the potential to defer total upgrade costs by $\$$186 million for BGE, compared to $\$$159 million under TOU-based SCM. For Pepco, TOU-based SCM performed slightly better, deferring upgrade costs by $\$$30 million, compared to $\$$29 million under LB. Section 4.5 reviews some of the system differences between BGE and Pepco. However, as EV adoption scales, TOU-based SCM will introduce secondary peak charging loads, reinforcing the need for more advanced, adaptive SCM approaches to prevent new grid challenges. As EV adoption continues to grow, feeder-level managed charging strategies will be essential for mitigating grid stress, improving infrastructure efficiency, and maintaining energy affordability for consumers. This report provides critical insights for utilities, Public Utility Commissions (PUCs), and state agencies on the role of feeder-specific smart charging in infrastructure planning, policy development, and grid modernization. The findings underscore the importance of tailored, data-driven SCM solutions that align with local grid conditions, ensuring a resilient, cost-effective transition to increasing EV adoption while safeguarding distribution system performance.

24 POWER TRANSMISSION AND DISTRIBUTION↗