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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

Utilities Perspective on Protection Challenges with High IBR Penetration

Utilities have seen rapid increase in Solar, Wind, and Battery Energy Storage Resources that interconnect to their electric system through Inverters. Inverter-Based Resources (IBRs) have fault current characteristics that are unlike the fault current response of traditional rotating-machine-based generators, which is well known and repeatable. IBR’s non-traditional fault current behavior is due to the IBR control scheme, which is configured to provide a clean AC output but also protect the inverter’s sensitive power electronics devices from damage, one source of which is overcurrent. This results in low fault current magnitude, low or no negative sequence current injection, the variability of sequence component currents, the variability of voltage with respect to current angles, and the lack of inertia. The control scheme also results in a fault current response that can vary between manufactures and between models of the same manufacturer. High penetration of IBRs can adversely affect the protection schemes applied in areas with high penetration of IBRs. With the proliferation of IBRs, utilities are finding out that conventional protection schemes are not adequately equipped to protect the electric systems. This is mainly because the existing protection elements and practices have been designed based on the fault current response of conventional rotating machines. In several cases, the available literature does not provide any clear solution for the issues when the protection scheme does not operate properly near IBRs. This presentation identifies various protection challenges due to IBRs that industry is facing, from the utility perspective. Instead of facing on one issue, we are looking broadly on all the challenges that system protection has experienced with high penetration of IBRs. Based on the IBR response from various utilities during real fault events and gathering perspective from different utility SMEs via questionnaire, the presentation summarizes on gathered data and internal experiences.

24 POWER TRANSMISSION AND DISTRIBUTION

Climate Adaptation Approaches for Water and Electric Utilities: A compendium of existing strategies in a changing climate

Report analyzes plans developed by water and electric utilities to address the impacts of changes in the climate within their service territories. The analysis identifies the main types of changes that utilities address, such as sea level rise, extreme heat, and compound events such as freezing rain/show and extreme wind events. It then identifies adaptation approaches utilities have proposed or adopted to address the changes that are anticipated in their service territories. The report also identifies the mechanisms utilities (and in some cases the governments which the utilities are part of) use to ensure that energy or environmental equity is increased as a result of the resilience program. In summary, the report provides a compendium of adaptation strategies that can be used by others as they review their own need to increase climate resilience.

29 ENERGY PLANNING, POLICY, AND ECONOMY

Utility Perspective on Protection Challenges with High Penetration of IBRs

Utilities have seen rapid increase in Solar, Wind, and Battery Energy Storage Resources that interconnect to their electric system through Inverters. Inverter-Based Resources (IBRs) have fault current characteristics that are unlike the fault current response of traditional rotating-machine-based generators, which is well known and repeatable. IBR’s non-traditional fault current behavior is due to the IBR control scheme, which is configured to provide a clean AC output but also protect the inverter’s sensitive power electronics devices from damage, one source of which is overcurrent. This results in low fault current magnitude, low or no negative sequence current injection, the variability of sequence component currents, the variability of voltage with respect to current angles, and the lack of inertia. The control scheme also results in a fault current response that can vary between manufactures and between models of the same manufacturer. High penetration of IBRs can adversely affect the protection schemes applied in areas with high penetration of IBRs. With the proliferation of IBRs, utilities are finding out that conventional protection schemes are not adequately equipped to protect the electric systems. This is mainly because the existing protection elements and practices have been designed based on the fault current response of conventional rotating machines. In several cases, the available literature does not provide any clear solution for the issues when the protection scheme does not operate properly near IBRs. This report / presentation identifies various protection challenges due to IBRs that industry is facing, from the utility perspective. Instead of facing on one issue, this report looks broadly on all the challenges that system protection has experienced with high penetration of IBRs. Based on the IBR response from various utilities during real fault events and gathering perspective from different utility SMEs via questionnaire, the report summarizes on gathered data and internal experiences.

14 SOLAR ENERGY

Utility Perspective on Protection Challenges with High IBR Penetration [Slides]

Utilities have seen rapid increase in Solar, Wind, and Battery Energy Storage Resources that interconnect to their electric system through Inverters. Inverter-Based Resources (IBRs) have fault current characteristics that are unlike the fault current response of traditional rotating-machine-based generators, which is well known and repeatable. IBR’s non-traditional fault current behavior is due to the IBR control scheme, which is configured to provide a clean AC output but also protect the inverter’s sensitive power electronics devices from damage, one source of which is overcurrent. This results in low fault current magnitude, low or no negative sequence current injection, the variability of sequence component currents, the variability of voltage with respect to current angles, and the lack of inertia. The control scheme also results in a fault current response that can vary between manufactures and between models of the same manufacturer. High penetration of IBRs can adversely affect the protection schemes applied in areas with high penetration of IBRs. With the proliferation of IBRs, utilities are finding out that conventional protection schemes are not adequately equipped to protect the electric systems. This is mainly because the existing protection elements and practices have been designed based on the fault current response of conventional rotating machines. In several cases, the available literature does not provide any clear solution for the issues when the protection scheme does not operate properly near IBRs. This report identifies various protection challenges due to IBRs that industry is facing, from the utility perspective. Instead of facing on one issue, this report looks broadly on all the challenges that system protection has experienced with high penetration of IBRs. Based on the IBR response from various utilities during real fault events and gathering perspective from different utility SMEs via questionnaire, the report summarizes on gathered data and internal experiences.

14 SOLAR ENERGY

Utility Programs Supporting Customer-Sited Battery Storage: Program Design to Ensure Mutual Benefits

Behind-the-meter (BTM) battery storage, when paired with solar, can benefit customers, utilities, and the electric grid. Some utility-sponsored programs have been implemented offset the cost of customer-owned batteries and recognize the value of batteries to the utility and the grid. This factsheet summarizes existing utility-sponsored battery programs and the value to the stakeholders. It then highlights Wattsmart, the customer-owned battery program offered by Rocky Mountain Power in Utah, and provides lessons-learned from a close look at the impact of the program design on commercial customer participation.

battery

UTILITY CONTRIBUTION TO ARC FLASH STUDIES

The utility contribution input to an arc flash study has a significant effect on the output incident energy. Accurate input data can be difficult to obtain from serving utilities or is not consistently available. Defaulting to infinite bus can provide non-conservative results. This focus session poster will discuss the challenges with utility contribution with examples and suggest approaches to calculate conservative incident energy when the utility contribution data is not made available.

Arc flash study, utility contribution data, incide

Substitution or Shared Utilization? Intrahousehold Vehicle Use in Mixed-Powertrain Households

While previous research has focused heavily on understanding the factors deriving alternative fuel vehicle adoption rates, there remains a significant gap in understanding how households distribute mileage across different powertrains. This study utilizes data from the 2022 Next Generation National Household Travel Survey to investigate vehicle miles traveled within a sample of 150 plug-in electric vehicle (PEV)-owning households (in which at least one battery electric vehicle is present), characterizing how different powertrains are integrated into daily mobility. Leveraging a Seemingly Unrelated Regression (SUR) framework the study jointly models the utilization of PEVs, hybrid electric vehicles (HEV), and internal combustion engine vehicles (ICEVs) while accounting for household-level substitution effects. The results provide evidence of an asymmetric substitution effect. In households with mixed-powertrain configurations, the ICEV captures a substantially higher share of household miles (compared with the PEV), acting as a utility sponge. Conversely, the model identifies specific socioeconomic and geographic cohorts that prioritize PEV as the primary household workhorse, indicating a systematic sorting effect. Although the sample size limits broader generalizability, these findings suggest that PEVs are used for frequent, specific routine-intensive roles, whereas the ICEV remains a specialized utility vehicle. These insights highlight distinct intrahousehold vehicle use behaviors that are often obscured by aggregate fleetwide statistics.

25 ENERGY STORAGE

Utility Finder (U-Finder) Tool

U-Finder allows users to search for and identify local utility partners and electric vehicle charger incentives by state or ZIP code. U-Finder pulls from the Homeland Infrastructure Foundation-Level Database of Electric Retail Service Territories to identify utility service territories. Utility incentive listings are provided by utility associations, and state government incentive listings are pulled from the Alternative Fuels Data Center Laws and Incentives website. ![U Finder landing page](ufinder-landing.png)

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

Utility Rate Database

The Utility Rate Database is a free storehouse of rate structure information from utilities in the United States. The database includes rates for utilities based on the authoritative list of U.S. utility companies maintained by the U.S. Department of Energy’s Energy Information Administration.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI

Impact Analysis of Utility-Scale Energy Storage on the ERCOT Grid in Reducing Renewable Generation Curtailments and Emissions

This paper explores the solutions for minimizing renewable energy (RE) curtailment in the Texas Electric Reliability Council of Texas (ERCOT) grid. By utilizing current and future planning data from ERCOT and the System Advisor Model from the National Renewable Energy Laboratory, we examine how future renewable energy (RE) initiatives, combined with utility-scale energy storage, can reduce CO2 emissions while reshaping Texas’s energy mix. The study projects the energy landscape from 2023 to 2033, considering the planned phase-out of fossil fuel plants and the integration of new wind/solar projects. By comparing emissions under different load scenarios, with and without storage, we demonstrate storage’s role in optimizing RE utilization. The findings of this paper provide actionable guidance for energy stakeholders, underscoring the need to expand wind and solar projects with strategic storage solutions to maximize Texas's RE capacity and substantially reduce CO2 emissions.

14 SOLAR ENERGY

Little prairie under the panel: testing native pollinator habitat seed mix establishment at three utility-scale solar sites in Minnesota

Abstract As more land is being utilized for large-scale solar energy projects, there are increasing discussions from stakeholders on how to utilize land under solar panels to promote biodiversity. One path is to plant habitat beneficial to pollinators and other insects, but there have been few long-term studies that examine how different vegetation and seed mixes establish underneath solar panels. This study addresses a scientific gap to determine whether native pollinator seed mixes successfully establish over time under solar arrays using a systematic assessment of eight seed mixes planted at three utility-scale solar sites in Minnesota. We assess establishment with a percent native coverage metric, which is an assessment of native species observations compared to total observations during percent cover analyses in our vegetative test plots. The percent native coverage metric allows for a measurement of how the seed mix established and how the seed mix persists over time. The percent native coverage under and in between the solar photovoltaic (PV) arrays rose from 10% after one year of planting to 58% after three years across all sites, while the native coverage of the full sun control area rose from 9.6% to 70% under the same period, showing that native prairie and pollinator plants successfully established under the array, although to a lesser extent than in full sun conditions. Percent native coverage under the PV arrays rose 5- to 8-fold for each of the three sites from over the course of the study, while the coverage of weeds decreased for all three sites over the same period. Percent native coverage varied by seed mix over the project years, but every seed mix experienced a higher percent native coverage year after year under the PV arrays. Our results did not indicate a difference in establishment across placement within the array; the center, west, and east portions of the areas in between panels had similar establishment rates at two out of three sites, indicating that the same seed mix can be applied throughout the array. Out of 101 plant species seeded, we observed the establishment of 68 species in our vegetative test plots, and we detailed the top 20 observed species to inform future seed mix development. Based on these findings, native pollinator vegetation can establish over time at solar arrays, and it can be suitable for creating habitat at utility-scale solar sites.

14 SOLAR ENERGY

Measurement of the 252 Cf ⁢(sf) prompt fission neutron spectrum utilizing 12 C ⁡(𝑛, 𝑛) and 9 Be ⁢(𝑛, 𝑛) neutron scattering reference measurements

The 252 Cf spontaneous fission (sf), prompt fission neutron spectrum (PFNS) is a fundamental quantity for nuclear physics measurements of neutron-emitting reactions. This energy distribution of neutrons emitted from fission has been considered a neutron data standard for decades and has been utilized as a reference for neutron detection efficiency, validation of Monte Carlo simulations, benchmarking of dosimetry standards, and more. A significant portion of the global collection of nuclear data on neutron-induced reactions is correlated with the 252 Cf ⁢(sf) PFNS. Despite the reliance on this quantity by the nuclear physics community, the historical collection of 252 Cf PFNS measurements display systematic disagreements that are not understood or easily explained. These experimental discrepancies could potentially bias the 252 Cf PFNS Standard evaluation. On top of this, these past experiments frequently employed correlated experimental measurement or analysis methods. The artificial intelligence (AI)/machine learning (ML)-informed californium chi-nuclear data experiment (AIACHNE) project was formed to (a) investigate these discrepancies utilizing AI/ML methods to identify outlying regions of literature data, assign these regions to features of the experiment itself, and perform an improved evaluation of the 252 Cf PFNS and (b) perform a new experimental measurement of this quantity designed to improve upon the existing literature database. Here, in this work, we report on the AIACHNE 252 Cf PFNS experiment utilizing a new analysis method uncorrelated with all previous measurements: neutron efficiency determinations based on elastic neutron scattering on 12 C and 9 Be . This new method provides an independent test of the existing literature data and evaluation of the 252 Cf ⁢(sf) PFNS. The method is described with detailed covariance quantification procedures, as well as a direct discussion of the sources of uncertainty described as requirements in the “Templates” series of papers. The 252 Cf ⁢(sf) PFNS reported in this work agrees well with the overall shape of the existing standard PFNS evaluation as well as many literature measurements, thus verifying the current evaluation utilizing new techniques. However, the results suggest that there are deficiencies in the angle-differential 12 C and 9 Be ⁢(𝑛, 𝑛) evaluated nuclear data, which produce unphysical structures in the reported result. While these structures are relatively minor, they become obvious because of the high statistical precision of the data and the expected smooth continuity of the 252 Cf ⁢(sf) PFNS.

73 NUCLEAR PHYSICS AND RADIATION PHYSICS

Utilization of formic acid by extremely thermoacidophilic archaea species

The exploration of novel hosts with the ability to assimilate formic acid, a C1 substrate that can be produced from renewable electrons and CO 2 , is of great relevance for developing novel and sustainable biomanufacturing platforms. Formatotrophs can use formic acid or formate as a carbon and/or reducing power source. Formatotrophy has typically been studied in neutrophilic microorganisms because formic acid toxicity increases in acidic environments below the pKa of 3.75 (25°C). Because of this toxicity challenge, utilization of formic acid as either a carbon or energy source has been largely unexplored in thermoacidophiles, species that possess the ability to produce a variety of metabolites and enzymes of high biotechnological relevance. Here we investigate the capacity of several thermoacidophilic archaea species from the Sulfolobales order to tolerate and metabolize formic acid. Metallosphaera prunae, Sulfolobus metallicus and Sulfolobus acidocaldarium were found to metabolize and grow with 1–2 mM of formic acid in batch cultivations. Formic acid was co-utilized by this species alongside physiological electron donors, including ferrous iron. To enhance formic acid utilization while maintaining aqueous concentrations below the toxicity threshold, we developed a bioreactor culturing method based on a sequential formic acid feeding strategy. By dosing small amounts of formic acid sequentially and feeding H 2 as co-substrate, M. prunae could utilize a total of 16.3 mM of formic acid and grow to higher cell densities than when H 2 was supplied as a sole electron donor. These results demonstrate the viability of culturing thermoacidophilic species with formic acid as an auxiliary substrate in bioreactors to obtain higher cell densities than those yielded by conventional autotrophic conditions. Our work underscores the significance of formic acid metabolism in extreme habitats and holds promise for biotechnological applications in the realm of sustainable energy production and environmental remediation.

59 BASIC BIOLOGICAL SCIENCES

Quantifying Energy Storage Density Utilization Trends in Redox Flow Battery Chemistries

The transition to new energy resources is driving the need for efficient energy storage. Redox flow batteries (RFBs) are a promising solution due to their flexible design and safer materials, particularly for long-duration storage applications. Despite these advantages, RFB technologies still have considerable room for growth in terms of utilizing all of their available energy storage density. Herein, we assess RFB energy storage density utilization trends for multiple chemistries by accounting for their unique thermodynamic limits, energy efficiencies, and charge capacity constraints. Of the RFBs chemistries analyzed, most still use less than 60% of their theoretical energy storage capacity. The conventional all-vanadium RFB was the closest to its thermodynamic limit available. Moreover, the volumetric footprint and electrolyte cost analyses demonstrate the real-world implications of these inefficiencies. This analysis further indicates that future studies would benefit from clearer reporting of two key quantities: discharge efficiency, which is more directly tied to practically recoverable energy density than round-trip energy efficiency, and state-of-charge or capacity-utilization limits, which govern access to theoretical storage capacity. More consistent reporting of these factors would improve the accuracy and comparability of energy storage utilization analyses across RFB chemistries.

battery energy storage

Binder-Stabilized Carbon Fiber Hosts for High-Utilization Sodium–Polysulfide Flow Catholytes

Sodium-sulfur (Na-S) batteries hold promise as high-energy-density batteries for long-duration energy storage due to their high open circuit voltage and Earth-abundant active materials. However, low utilization of the sulfur active material limits the achievable specific capacity, especially when a liquid polysulfide catholyte is utilized. High-surface-area carbon materials demonstrate promise to increase sulfur utilization in a Na-S battery. To make the carbon host material applicable for a flow battery application, a binder is required to bind the carbon materials together and to a porous substrate. Here, we utilize a composite carbon paper electrode coated by polymer,carbon nanofibers (CNFs) and carbon black (CB). By varying the mass ratios of CNF to CB, we found that a 70/20/10 mass ratio of CNF/CB/binder provided the highest capacity (260 mAh g −1 compared to the baseline of 156 mAh g −1 ) and stable battery performance over 100 cycles. Analysis of the composite electrode and full cells reveals that the amount of CB in the composite electrode influences binder distribution, cell resistance, and full cell performance.

Lehmann, Michelle L. [Oak Ridge National Laborator

Integration of equitable resilience metrics into climate-informed electric utility planning processes: phase one

Working together, Sandia National Laboratories, Southern California Edison (SCE) - an Investor-Owned Utility (IOU) - and the California Public Utilities Commission (CPUC) are studying how electric utilities can use equity and resilience metrics to help inform the prioritization and sequencing of resilience-driven infrastructure investments. To this end, this project evaluated “Social Burden,” an equitable resilience metric which measures the potential impact of disruptions in access to non-electric critical services on people and estimates community resilience to these disruptions. The Social Burden was expanded to incorporate SCE’s existing equity metric and applied to evaluate the potential impacts from a range of climate-informed hypothetical outage scenarios developed under SCE’s 2022 Climate Adaptation Vulnerability Assessment. One baseline (“blue-sky”) state and eight different outage scenarios were evaluated to measure the potential impacts of the outages on non-electric infrastructure, critical services, and people. Key findings include: 1) the Social Burden framework is flexible enough to adapt to and build upon existing utility equity and/or resilience metrics, 2) Social Burden results highlight the high degree of non-electric service redundancy within the SCE service area with most (6/8) hypothetical outage scenarios predicted to increase people’s Social Burden by less than 10%; however, 3) access to critical services and people’s ability to obtain them is unequal and spatially clustered, meaning that there are some hypothetical outage scenarios (2/8) that will exert a higher toll on communities directly experiencing the outage as well as some nearby communities with pre-existing vulnerabilities. The report concludes with recommendations for potential use cases of the expanded Social Burden metric and identifies priority follow-on work. Potential use cases may include incorporating equity into IOU’s prioritization of climate resilience investments. Additionally, Social Burden analysis may provide additional data and insights to augment grid planning, potentially by identifying additional needs and/or prioritizing previously identified needs.

24 POWER TRANSMISSION AND DISTRIBUTION

Current Practices in Distribution Utility Resilience Planning for Winter Storms

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using Institute of Electrical and Electronics Engineers (IEEE) 1366-2022, which defines major events as an event that exceeds reasonable design and/or operational limits of the electric power system. Resilience planning is focused on major event days and reliability planning is focused on nonmajor event days. Utility resilience plans are assessed according to common resilience components identified in existing resilience frameworks. The focus of this report is on winter storms in which the primary hazards are heavy snowfall, freezing rain, ice, extreme cold, severe wind, and flooding. These hazards can also contribute to generation shortages, resulting in bulk power system impacts that have consequences for the distribution system, such as load shedding. Stand-alone reports focusing on wildfires and nonwinter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY