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Search indexed NASA NTRS and DOE OSTI research on propulsion, heat transfer, battery materials and energy systems. Follow report and document links to the original sources.

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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 OSTI2020

Development and Clustering of Rate-Oriented Load Metrics for Customer Price-Plan Analysis

One of the few methods electric utilities can use to motivate and change customer energy consumption is through retail rate structures. Utilities are increasingly moving toward more dynamic rate plans to encourage energy conservation, utilization of onsite renewable generation, peak demand reduction and flattening of demand profiles. This paper creates a set of rate-oriented load metrics that are the determinants of customers' bills under four unique rate plans. These metrics are not only indicative of which rate structure can provide customer bill reductions based on their load profile characteristics, but also convey useful information about load consumption behavior. With these metrics, utilities can analyze their customers and identify classes that are rewarded under each rate plan. This can help inform utilities whether the customers rewarded under each rate plans are meeting their original objectives. To develop these customer classes, we calculate these rate-oriented load metrics for each customer and perform k-means clustering. The analysis is conducted on a set of 300 customer profiles, examining four different rate plans, different numbers of clusters, customer bills and cluster load profile characteristics.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2024

Review of Literature and Utility Commission Proceedings Relevant to Integrated System Planning: Annotated Bibliography Prepared to Support the Washington Utilities and Transportation Commission

In 2024 the Washington State Legislature passed the Decarbonization Act for Large Combination Utilities (Engrossed Substitute House Bill 1589 – the Act). The Act requires a large combination electric and gas utility to conduct integrated system planning supporting electrification and gas system decarbonization, including a reduction in the gas rate base. The utility is required to submit the first integrated system plan (ISP) by January 1, 2027. The requirements are to be developed and adopted by the Washington Utilities and Transportation Commission (UTC) by July 1, 2025. In October 2024 Pacific Northwest National Laboratory (PNNL) and Lawrence Berkeley National Laboratory (LBNL) began providing technical assistance to the UTC to support the ISP rulemaking. PNNL and LBNL have prepared this annotated bibliography of research and reports, and state examples of coordinated gas and electric planning, future of gas, and future of heat proceedings in other U.S. States and one Canadian Province. The items described here have been selected by the authors for their potential relevance to the UTC’s integrated system planning rule discussions.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2026

Coordinated Natural Gas and Electric Planning: Case Studies of Current Approaches and Practices

This paper examines how natural gas and electric utilities across eight U.S. states and two Canadian provinces are beginning to coordinate historically separate planning processes in response to growing system interdependencies, policy mandates, aging infrastructure, and changing customer energy choices. Electricity planning has long relied on robust integrated resource planning frameworks that weigh numerous objectives, risks, and costs. Natural gas planning, on the other hand, is typically less transparent and more narrowly focused on safety and system integrity. As economic, reliability, and policy drivers place new and shared demands on both systems, jurisdictions and utilities are experimenting with approaches such as coordinated forecasting, non pipeline alternatives, and combined planning pilots. A few have issued regulatory or statutory directives for greater data sharing and methodological alignment. Case studies from British Columbia, California, Colorado, Illinois, Massachusetts, Minnesota, New York, Québec, Rhode Island, and Washington illustrate a wide range of approaches to rethinking siloed planning. The paper identifies several common themes across the jurisdictions examined. It provides observations on the methods, processes, and organizational steps that may be needed in the future to address the challenges being faced by states and utilities. Lastly, it identifies some initial steps that states and utilities can consider if they would like to pursue more integrated, cost-effective, policy-aligned energy system planning.

03 NATURAL GAS↗
DOE OSTI2025

Bridging the Gap on Data, Metrics, and Analyses for Grid Resilience to Weather Events: Information that utilities can provide regulators, state energy offices, and other stakeholders

A growing number of states require regulated utilities to file resilience plans to improve the electric grid’s ability to anticipate, withstand, adapt to and recover from increasingly severe weather events. This report aims to help state regulators identify and request data, metrics, and analyses from utilities and use it in decisions on utility resilience plans and investments. The report reviews state requirements and utility plans focused on overall grid resilience, climate change resilience and vulnerabilities, infrastructure modernization, storm protection, and wildfire mitigation. It details types of data, metrics, and analyses across five categories--and provides examples of each from the utility plans. The first category is vulnerability assessments, or evaluations of the susceptibility of systems, communities, or assets to potential harm from identified hazards. The second is data on hazards and the exposure of utility assets and customers to these hazards. The third is attribute metrics, or system characteristics that contribute to or describe the resilience of a system. The fourth is performance metrics, which are impacts of resilience investments on system performance--typically a reduction of negative impacts from hazard events. Finally, evaluation and prioritization are analyses that utilities conduct to estimate impacts from resilience measures (evaluation) and prioritize measures based on costs and estimated impacts (prioritization). The report concludes with examples of key trends and emerging best practices for states and utilities, and identifies areas for further research.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2020

Cost and Efficiency Analysis for Hybrid AC/DC Distribution System Planning with PV and Battery

Distribution system planning is one of the main tasks for the electric utilities. Cost and energy efficiency are two main concerns in the distribution planning process. In this work, cost and efficiency analyses are conducted for the hybrid AC and DC distribution grids for the planning purposes. The IEEE 34-bus feeder has been applied for the case studies. The investment cost, operation and maintenance cost, replacement cost, etc., have been considered in the life cycle cost analysis. Power losses of both the AC and DC section are calculated with an open source simulation tool, the Open Distribution Simulator Software (OpenDSS). The proposed framework can be applied to quantitatively evaluate the cost and efficiency of hybrid AC and DC distribution grids and help comparing different planning options.

AC/DC hybrid system planning↗
DOE OSTI2026

Strategies for Flood Resilience and Grid Investment Among Iowa's Electric Distribution Utilities

Flooding poses a growing threat to Iowa's electric distribution system, yet utilities face significant data and modeling challenges in planning effective resilience investments. This report provides a foundational assessment of how distribution utilities in Iowa, investor-owned, municipal, and cooperative, approach resilience planning, with a focus on flood risk. It combines hazard characterization, review of state and utility practices, and application of NLR's Energy Resilience Analysis for Distribution Systems (ERAD) and Capacity Expansion Decision Support for Distribution Networks (CADET) tools. Using FEMA floodplains, Iowa Flood Center depth grids, and utility infrastructure data, the analysis quantifies asset exposure, simulates outage risks, and evaluates resilience strategies such as pole hardening, undergrounding, and substation protection. Results indicate that while feeder-level upgrades provide incremental benefits, the most significant reductions in outage risk are achieved through targeted substation interventions. The report highlights key data gaps, such as limited elevation data and fragility functions, and underscores the need for probability-weighted investment frameworks to address both frequent and catastrophic flood events. These insights aim to support utilities, state agencies, and federal partners in prioritizing resilience investments that safeguard Iowa's electric grid against future flooding.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2022

Climate-aware decision-making: lessons for electric grid infrastructure planning and operations

Abstract Climate change poses significant risks to large-scale infrastructure systems and brings considerable uncertainties that challenge historical planning approaches. Here we focus on how climate awareness might be better incorporated into planning and decision-making in the electric power sector. To do so, we consider lessons from decision science literature where researchers have specifically focused on how to make better decisions under uncertainty. We perform a three-part review: of decision science literature on best practices for decision-making under uncertainty, of industry practice documents to understand how new uncertainties may affect the types of decisions electric utilities are making today, and of literature on electricity sector planning under climate change to assess how lessons from decision science might fit into sector-specific analyses. We discuss how characterizations of uncertainty from the decision science literature might guide approaches in the electricity sector to appropriately capture climate-related uncertainties. We also distill three key ideas from the decision science literature that can be incorporated into electricity sector planning to manage these new uncertainties: robustness, adaptive planning, and multi-stakeholder engagement. We offer example recommendations for how these key ideas might be incorporated into one essential type of planning activity, capacity expansion.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
DOE OSTI2020

Climate-Water Impacts on Interconnection-Scale Electricity System Planning

A growing literature emphasizes the importance of integrating climate change impacts into electricity system planning. Rising average temperatures can increase and shift electricity demand while reducing generator and transmission efficiency. Changes to water availability and quality can reduce the output of thermally cooled generators and hydropower. Electric power grids across the US and globally are undergoing transformational changes that present new opportunities and challenges to reliability assurance. However, electric utilities and system operators have limited internal capabilities to incorporate these effects into planning practices. This work addresses gaps in utility and system planner practices by integrating climate-water-electricity expertise from universities and U.S. Department of Energy National Laboratories with electricity system planners and stakeholders in the Western Electricity Coordinating Council (WECC). Using a highly collaborative approach, global climate model data, high-resolution hydrology models, and long-term electric sector capacity expansion tools are employed to analyze a range of climate outcomes for future electricity scenarios aligned with recent WECC planning studies. Doing so allows WECC to expand its climate-agnostic planning assessments to consider how future temperature and precipitation patterns could influence generation and transmission planning. We explore how changes to climate-water conditions can affect power plant investment and operation, system economics, and environmental impacts, providing an expanded perspective on interconnection-wide decision making under climate uncertainty.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2026

EV Load Forecasting Guide: A Report by the Energy Systems Integration Group’s EV Load Forecasting Task Force

Forecasting electricity usage is a foundational planning activity for utilities, underpinning billions of dollars in grid investments that ensure system reliability. Historically, forecasting relied on trends in economic and population growth; however, transportation electrification presents a new and complex planning challenge. Unlike conventional loads, electric vehicle (EV) charging has relatively limited usage history. In addition, charging is driven by complex human behaviors, is mobile, and at the same time can concentrate geographically in ways that, without proper planning, can quickly overwhelm local distribution systems.

Giraldez, Julieta [Electric Power Engineers, Austi↗
DOE OSTI2026

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↗
DOE OSTI2022

Advanced Metering Infrastructure for Distribution Planning and Operation: Closing the Loop on Grid-Edge Visibility

In the recent history of electric utilities, the potential to have visibility of the grid edge is gaining significance for the reliable planning and operation of a clean energy smart grid. Before the recent large-scale customer adoption of distributed energy resources (DERs), distribution networks were planned with a simpler fit-and-forget philosophy. The importance of customer-sited DERs to achieve climate change goals marks a major shift for utility operations. Changes to traditional fit-and-forget planning paradigms require better availability of grid-edge data. Smart metering is an enterprise-wide tool that is enabling visibility when and where it has been most needed. As of 2020, the rollout of smart metering, or advanced metering infrastructure (AMI), had reached more than 100 million meters in the United States, and nearly half of all electricity customers are now equipped with a smart meter (Figure 1). Smart meters are quickly becoming a ubiquitous data capture feature of smart grids. AMI enables utilities to record and measure electricity usage and power-flow metrics at a minimum of hourly intervals and at least once a day. At a minimum, AMI enables interval metering, automatic meter reading enabling accurate and time-interval billing, and the ability to provide feedback on customer energy consumption.

advanced metering infrastructure↗
DOE OSTI2024

Proactive Regulatory Approaches to Electrification and Load Growth: Pre-read Document to Support the July 10-11 th Workshop

This document summarizes objectives and context related to a DOE-funded workshop on proactive regulatory approaches to electrification and load growth. It briefly summarizes some of the regulatory barriers to pursuing a proactive approach and some of the risks associated with such an approach. It then summarizes a selection of recent utility proposals and public utility commission actions related to proactive approaches.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2022

Detailed Laboratory Evaluation of Electric Demand Load Shifting Potential of Controlled Heat Pump Water Heaters

The demand profile management of electric end uses is vital research for utilities and policymakers planning greenhouse gas emission reductions. In this study, detailed laboratory research was conducted on the load shifting potential of 4 grid-connected HPWHs and one electric resistance water heaters (ERWH). The testing applied different CTA-2045 shed and critical peak command designs under three water draw profiles. Highly-controlled laboratory experiments were conducted in Florida. One of the four HPWHs was a prototype incorporating the new CTA-2045-B protocol feature allowing ‘advanced’ load-up above tank setpoint. A three-hour morning (6 – 9 AM) and four-hour evening curtailment (4 – 8 PM) were defined as the shed or critical peak periods reflecting high-value control periods for utility coincident load for system-wide electric demand reductions. Tests were performed under baseline conditions (no load shift) and under varied load-shifting schemes, including load up and advanced load up, ahead of shed and critical peak commands. Data were collected from December 2020 – February 2022 in the laboratory and compared with field experiments in Florida and the Pacific Northwest. Grid-connected HPWHs were found to reduce peak demand by up to 0.47 kW compared to uncontrolled HPWH units, depending on time of day, control scheme, draw profile, and temperature cluster. The load up strategy demonstrated the ability of all units to utilize heat pump mode for extended periods ahead of peak events. Demand reductions for the HPWHs were much larger when compared with the ERWH— up to 1.64 kW with large hot water draws in winter.

Fenaughty, Karen↗
DOE OSTI2026

Current Best Practices on Wildfire Risk Reduction for Electric Transmission and Distribution Systems

This report provides a set of best practices in response to Section 4(d) of Executive Order 14308, Empowering Commonsense Wildfire Prevention and Response. The information contained herein is expected to be used in conjunction with other materials at the Federal Energy Regulatory Commission Wildfire Risk Mitigation Technical Conference (Docket No. AD25-16-000), with possible direction to the North American Electric Reliability Corporation to take action. The objective of this report is to provide an overview of existing and emerging best practices currently employed or planned by utilities for wildfire mitigation, demonstrating how these efforts align with the executive order’s emphasis on reducing electric utility–caused wildfires while also balancing cost-effectiveness. Additionally, while most practices in utility-developed wildfire mitigation plans focus on risk reduction through robustness and operational reliability, this report also discusses best practices for resilience. The best practices are adopted from publicly available utility wildfire mitigation plans from the United States and Canada, recent findings from wildfire risk reduction research, and industry engagement.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2025

Flexibility Options: A Proposed Product for Managing Imbalance Risk

The presence of variable renewable energy resources with uncertain outputs in day-ahead electricity markets results in additional balancing needs in real-time. Addressing those needs cost-effectively and reliably within a competitive market with unbundled products is challenging as both the demand for and the availability of flexibility depends on day-ahead energy schedules. Existing approaches for reserve procurement usually rely either on oversimplified demand curves that do not consider how system conditions that particular day affect the value of flexibility, or on bilateral trading of hedging instruments that are not co-optimized with day-ahead schedules. This article proposes a new product, ‘Flexibility Options', to address these two limitations. The demand for this product is endogenously determined in the day-ahead market and it is met cost-effectively by considering real-time supply curves for product providers, which are co-optimized with the energy supply. As we illustrate with numerical examples and mathematical analysis, the product addresses the hedging needs of participants with imbalances cost-effectively, provides a less intermittent revenue stream for participants with flexible outputs, promotes value-driven pricing of flexibility, and ensures that the system operator is revenue-neutral. This article provides a comprehensive design that can be further tested and applied in large-scale systems.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2021

Disaggregating growth in future retail electricity rates

The retail rate impacts of a number of emerging trends (e.g., rapid deployment of electric vehicles and storage, transmission build-out for large-scale renewables deployment, and grid modernization) are unknown. Importantly, decision-makers are concerned about the potential future rate impacts on energy affordability and equity. We disaggregate the key drivers of retail electricity rates and assess their impacts on future rate growth considering their interactions and uncertainty. Specifically, we develop ranges of future cost growth for a generic investor-owned and vertically-integrated electric utility representing typical cost and operating characteristics. The rate driver growth rate ranges are applied in isolation and jointly to quantify the uncertainty and variability in future retail electricity rates. The results identify what rate drivers and factors may minimize and/or decrease uncertainty in retail rate growth and their linkages to industry trends.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2023

The bill alignment test: Identifying trade-offs with residential rate design options

The proliferation of smart meter data allows the application of new analytic methods to inform regulatory deliberations. The bill alignment test (BAT) method, which compares the costs allocated to each residential customer with their electric bill, is introduced to help regulators consider how a proposed rate design balances various regulatory criteria. The BAT requires an explicit statement of preferences by policymakers or stakeholders and choices about allocating residual costs unassociated with customer-level causality. The BAT is applied to more than 35,000 smart-meter customer load profiles to assess the trade-offs associated with proposed rate designs. Here this example demonstrates the impact of residual cost allocation preferences and tariff design choices on proposed tariff evaluation.

24 POWER TRANSMISSION AND DISTRIBUTION↗