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DOE OSTI2026

California Price Response Potential Study

California's energy landscape is undergoing a significant transformation, driven by the increasing integration of renewable energy sources, the increased adoption of distributed energy resources, the electrification of end-use loads, and the growing need for grid efficiency. To address these challenges, recent revisions to the State’s Load Management Standards (LMS) require all of California’s large utilities and community choice aggregators (CCAs) to offer dynamic electricity pricing options to customers by 2027. Dynamic pricing, which involves varying electricity rates based on real-time supply and demand conditions, offers a promising solution for optimizing grid operations, reducing costs, and incentivizing efficient use of grid capacity. Effective implementation of dynamic pricing requires understanding the potential impacts on customer bills, system load, and the cost-effectiveness of automation technologies. This study aims to evaluate the load response of various end-use devices to hourly dynamic prices. The end-uses studied here are space cooling, space heating, water heating, crop irrigation, pool and spa pumps, and electric vehicle (EV) charging, all for both residential and commercial applications, except for crop irrigation. In 2030, these end uses are forecasted to account for 18% of annual electricity demand in the state, but 40% of demand in the peak net load hour. By modeling possible price-responsive load dispatch algorithms and assessing the resulting impacts on both individual bills and the overall grid, we seek to inform policymakers and utilities about the potential benefits and challenges associated with dynamic pricing, and considerations for the design of dynamic pricing tariffs. Additionally, we will explore the cost effectiveness of adopting automation technologies to enable devices to respond more effectively to real-time price signals. This study considers a range of price profiles, accounting for differences across utilities and customer classes, and presents scenarios for dynamic price design via variation in the percentage of total customer electric costs that are allocated dynamically (versus constituting a fixed portion of the hourly volumetric price). We present results focused primarily on 2030, forecasting electricity prices under both low and high-cost scenarios, to inform longer-term tariff design considerations. We design tariffs by starting with 2019 prices that were calculated according to CalFUSE guidance (CPUC, 2022) and that have been used in recent studies; these prices are all-in volumetric rates that vary by utility and are revenue-neutral to each customer class. They are developed by considering six electricity cost components that are allocated hourly based on system load indicators (gross and net load, and wholesale prices). These prices are forecasted to 2030 for low and high cost scenarios, considering recent trends in total electricity costs with and without years of substantial wildfire mitigation investments. These tariffs, which allocate all costs on an hourly basis, are considered our “Full” dynamic tariff design scenario, while two additional scenarios explore allocating a portion of costs as a flat volumetric charge: the “Medium” scenario allocates 50% of revenue dynamically (and keeps 50% flat), while the “Mild” scenario allocates 20% of revenue dynamically. The 20% dynamic allocation on the Mild scenario aims to represent a case where only the marginal operating costs of the grid are included in the dynamic price.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2021

Heuristic Dispatch Based on Price Signals for Behind-the-Meter PV-Battery Systems in the System Advisor Model

The economic potential of a behind-the-meter (BTM) PV-battery system depends greatly on how the battery is dispatched. Different utility rates, system sizes, generation and load profiles can all require different dispatch strategies. This paper presents price signals dispatch, a new algorithm for automated economic dispatch of BTM PV-battery systems, which utilizes 24-hour PV and load forecasts, degradation data, and utility rates. The algorithm is integrated with the System Advisor Model (SAM) tool and is tested with a nonlinear generic electrochemical battery model. Price signals dispatch outperforms SAM’s existing algorithms in cases requiring a balance between demand charge management and energy arbitrage, and in cases where battery degradation imposes a significant cost.

41 EE - Solar Energy Technologies Office (EE-4S)↗

DOE OSTI2021

Heuristic Dispatch Based on Price Signals for Behind-the-Meter PV-Battery Systems in the System Advisor Model: Preprint

41 EE - Solar Energy Technologies Office (EE-4S)↗

DOE OSTI2023

Optimal Sizing and Dispatch of Solar Power with Storage

Designers of utility-scale solar plants with storage, seeking to maximize some aspect of plant performance, face multiple challenges. In many geographic locations, there is significant penetration of photovoltaic generation, which depresses energy prices during the hours of solar availability. An energy storage system affords the opportunity to dispatch during higher-priced time periods, but complicates plant design and dispatch decisions. Solar resource variability compounds these challenges, because determining optimal system sizes requires simultaneously considering how the plant will be operated under the imposed market and weather conditions. We develop an approach to analyze the economic performance of hybrid and single-technology solar power plants, which incorporates optimal dispatch, and considers the expected electricity market and weather conditions. We utilize the System Advisor Model software package to simulate the operation of multiple renewable generation and energy storage technologies, in conjunction with hourly-fidelity generation decisions determined by a revenue-maximizing, mixed-integer linear program. We show that, under our assumed market and weather conditions, the lifetime benefit-to-cost ratio can be improved by 6 to 19 percent, relative to a baseline design without optimizing, and that a concentrating solar power with thermal energy storage design produces significantly more energy per year, but is less profitable under our cost assumptions.

black-box optimization↗

DOE OSTI2024

helios: An R package to process heating and cooling degrees for GCAM

helios is an open-source R package that estimates population-weighted heating and cooling degree-hours (HDH and CDH) and degree-days (HDD and CDD) at various temporal (e.g., energy dispatch segments, monthly, yearly) and spatial scales (e.g., U.S. states, global political regions, countries). The degree hour and degree day outputs from helios are used to inform electricity demand load in the Global Change Analysis Model (GCAM) as well as in GCAM-USA (which is the version of GCAM with U.S. state-level details). helios uses a workflow with four steps: processing raw data; calculating heating and cooling degrees; visualizing performance diagnostics; and outputing results in various formats. There are two sources of widely-used climate data compatible with helios: (1) hourly climate data with 12-km resolution that are dynamically downscaled with the Weather Research and Forecasting (WRF) model and projected using a thermal global warming (TGW) approach; and (2) daily climate data with 0.5-degree resolution from the Coupled Model Intercomparison Project (CMIP) that is bias-adjusted and statistical downscaled by the Inter-Sectoral Impact Model Intercomparison Project (ISIMIP). In summary, helios is a model that standardizes methodology of heating and cooling degrees-hours and degree-days using publicly available data and advance the understanding of the impact of spatial and temporal temperature variability on building energy services.

97 MATHEMATICS AND COMPUTING↗

DOE OSTI2021

Modeling and Optimizing Pumped Storage in a Multi-stage Large Scale Electricity Market under Portfolio Evolution

To leverage the fast-ramping capability of resources to provide great value to the grid, electricity system operators such as the Midcontinent Independent System Operator (MISO) continue to evolve their approaches for integrating energy storage resources, including pumpedstorage hydro (PSH), into the electricity markets. However, new challenges arise in modeling and optimizing these energy-limited resources across multiple market clearing processes and planning studies with uncertainties and imperfect information. For instance, current market practices of PSH owners specifying pumping/generating hours can result in sub-optimal generation dispatch. Letting grid operators optimize PSH with the consideration of multiple operating modes and energy limitation constraints can potentially bring economic benefits to both the system and the PSH owners. However, in multi-stage clearing process of electricity markets, utilizing the PSH flexibility to deal with realized uncertainties can cause deviation in the multi-stage scheduling processes. The resulting financial risks from the schedule deviation may not be acceptable to PSH owners. In addition, to effectively utilize this energy limited resource, the state of charge (SOC) constraints of PSH needs to be continuously optimized and the marginal cost of deviation need to reflect the expected cost to purchase or sell energy at future times to compensate for deviations. This project aims to develop a prototype enhanced PSH model and improved price signals in the multi-stage market clearing process with proper consideration of the unique characteristics of PSH, in order to better align underlying PSH capabilities with evolving grid needs, particularly including the needs for more frequent and larger cycling to manage variability and uncertainty from renewables.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2022

Hydropower operation in future power grid with various renewable power integration

Hydropower generation may play an increasingly important role in the power grid under increasing contribution of variable renewable sources such as wind and solar. An improved understanding of the changes to hydropower dispatch under future higher VRE grid conditions reveals research gap that should be informed power grid planning and reservoir water releases policies considering multiple other water uses and varying hydrologic condition. Here this study aims to understand the role of hydropower in a changing power grid by employing a production cost model, PLEXOS, across future power system scenarios, planning horizons, and regions. We explore optimized hydropower dispatch to understand its potential role in minimizing the system cost and renewable curtailment. We also examine the sensitivity of hydropower revenue under various grid scenarios of the Eastern U.S. and hydrology conditions. Results indicate hydropower generation follows net load and compensates for the variability of solar and wind generation. Although energy prices are lower during some periods in the future grid scenarios, there is a potential for higher revenue for hydropower by providing both energy and ancillary services during times of stress. Additionally, hydropower revenue is sensitive to hydrology in the SERC region, which we considered as an example. The feasibility of hydropower dispatching with higher ramps between low and high hourly-capacity factors, as indicated in the optimization model, requires further study to consider other water use and ecology constraints.

13 HYDRO ENERGY↗

DOE OSTI2023

IM3 GO WEST Parameter Search Dataset

GO WEST is an open-source power grid modeling framework for U.S. Western Interconnection, which allows users to tailor the model depending on their research study and science questions. It is developed to address weather and water dynamics, and associated vulnerabilities in this bulk power system. It covers 28 balancing authorities (BA) and 12 states in U.S. Western Interconnection. GO WEST allows users to select different number of nodes and come up with a simplified network by utilizing 10,000 nodal topology of U.S. Western Interconnection created by Texas A&M University. Users can try and select different number of nodes, mathematical formulations (linear programming vs. mixed-integer linear programming), transmission line limit scaling factors, and hurdle rate scaling factors. GO WEST offers a unit commitment and economic dispatch (UC/ED) module to simulate grid operations on an hourly scale. In this sense, users can calibrate and validate their model versions by comparing model outputs to historical datasets. Therefore, GO WEST can help researchers to strike a balance between model fidelity (i.e. accuracy) and computational complexity (i.e. runtime). This dataset includes model inputs and outputs from 600 model versions for each 2019, 2020, and 2021. The folder naming convention is as follows: Exp{Number of Nodes}_{Mathematical Formulation}_{Transmission Line Limit Scaling Factor in MW}_{Hurdle Rate Scaling Factor in %}_{Year}. Linear programming is designated with "simple" label whereas mixed-integer linear programming is designated with "coal" label. For example, "Exp100_simple_1000_50_2019" folder contains inputs and outputs from 2019 model version with 100 nodes, linear programming, +1000 MW transmission line limit scaling factor, and +50% hurdle rate scaling factor. GO WEST GitHub repository hosts all raw datasets, processing scripts, and model scripts. Please refer to the README file for a detailed description of the included files.

Economics↗

DOE OSTI2024

Cooperative Transmission Expansion Planning Experiment Data and Results

GO WEST is an open-source power grid modeling framework for U.S. Western Interconnection, which allows users to tailor the model depending on their research study and science questions. It covers 28 balancing authorities (BA) and 12 states in U.S. Western Interconnection. GO WEST allows users to select different number of nodes and come up with a simplified network by utilizing 10,000 nodal topology of U.S. Western Interconnection created by Texas A&M University. Users can try and select different number of nodes, mathematical formulations (linear programming vs. mixed-integer linear programming), transmission line limit scaling factors, and hurdle rate scaling factors. GO WEST offers a unit commitment and economic dispatch (UC/ED) module to simulate grid operations on an hourly scale. In this sense, users can calibrate and validate their model versions by comparing model outputs to historical datasets. TEP is an open-source transmission capacity expansion model, built on GO WEST framework. It utilizes linear programming to optimize transmission capacity addition investment on existing lines within GO WEST framework. In this sense, TEP model only increases the thermal capacity of existing transmission lines and does not add new lines to the system, which leaves the topology preserved. TEP minimizes the total cost of the system which comprises the operational cost of satisfying electricity demand (i.e., generation cost), cost of loss of load (i.e., unserved energy), cost of power flow, and cost of new transmission capacity additions (i.e., investment cost). In order to use TEP model, users need to create scenarios with GO WEST framework. In this analysis, outputs from several models are used to create future inputs to GO WEST and TEP models, including GCAM-USA, TELL, CERF and reV. This dataset includes experiment inputs and outputs from three different transmission expansion scenarios (cooperative, intermediate, and individual) for 2019 and 2059. For 2019, a base scenario to illustrate the default (i.e., historical) power grid operations is also included. This study utilizes rcp45hotter_ssp3 scenario from a previous version of GCAM-USA simulations. Sources of the shapefiles in supplementary data are HIFLD Open and U.S. Energy Atlas. Please see the README file for a detailed description of the main and supplementary data.

Capacity Expansion Model↗

DOE OSTI2025

IM3 Projected U.S. Western Interconnection Grid Stress Dataset

This dataset provides projected grid stress and reliability results (including all model inputs and outputs from GO WEST and TEP) for Integrated Multisector, Multiscale Modeling (IM3) Phase 2 simulations across eight different scenarios for the U.S. Western Interconnection through 2055. The scenarios include combinations of two Shared Socioeconomic Pathways (SSP3 and SSP5) with four high-resolution climate projections specific to the United States from a set of Thermodynamic Global Warming (TGW) simulations. These climate projections include "hotter" and "cooler" variants for two Representative Concentration Pathways (RCP4.5 and RCP8.5). The resulting eight simulations are: rcp45cooler_ssp3 rcp45cooler_ssp5 rcp45hotter_ssp3 rcp45hotter_ssp5 rcp85cooler_ssp3 rcp85cooler_ssp5 rcp85hotter_ssp3 rcp85hotter_ssp5 GO WEST is an open-source power grid modeling framework for the U.S. Western Interconnection, which allows users to tailor the model depending on their research study and science questions. It covers 28 balancing authorities (BAs) and 12 states in U.S. Western Interconnection. GO WEST allows users to select different number of nodes and come up with a simplified network by utilizing 10,000 nodal topology of the U.S. Western Interconnection (ACTIVSg10k). Users can select different number of nodes, mathematical formulations (linear programming vs. mixed-integer linear programming), transmission line limit scaling factors, and hurdle rate scaling factors. GO WEST offers a unit commitment and economic dispatch (UC/ED) module to simulate grid operations on an hourly scale. In this sense, users can calibrate and validate their model versions by comparing model outputs to historical datasets. TEP is an open-source transmission capacity expansion model, built on the GO WEST framework. It utilizes linear programming to optimize transmission capacity addition investment on existing lines within the GO WEST framework. The TEP model only increases the thermal capacity of existing transmission lines and does not add new lines to the system, which leaves the topology preserved. In order to use TEP model, users need to create scenarios with the GO WEST framework. Please refer to README file for a detailed description of the dataset including individual files and references.

Capacity Expansion Model↗

DOE OSTI2020

Design analysis of a particle-based thermal energy storage system for concentrating solar power or grid energy storage

Energy storage is becoming indispensable for expanding renewable energy integration, and it is critical to the future low-carbon energy supply. Large-capacity, grid scale energy storage can support the integration of solar and wind power and support grid resilience with the diminishing capacity of baseload fossil power plants. With the development of thermal energy storage (TES) for concentrating solar power systems, standalone TES for grid integration becomes attractive due to the declining renewable generation cost and an increasing need for energy storage. The standalone TES system introduced in this paper can play a big role in the carbon-free energy future with capacity larger than batteries and cost likely lower than other energy storage methods such as pumped storage hydropower and compressed air energy storage, both of which also have geological limitations. To this end, we describe a TES system that uses stable, inexpensive solid particles as a TES media to provide scalable, low cost energy storage. The particle-based TES has the ability to drive various thermal power cycles including conventional steam-Rankine, air Brayton turbine with combined-cycle ability, or the emerging supercritical carbon dioxide Brayton power cycle. This work describes the containment design method including a concrete silo and an internal-insulation layer for the particle-TES system. The economic analysis shows significantly low storage cost when the particle-TES is integrated with Brayton combined-cycle power generation. The paper shows the design approach of the particle-TES system and its economic potential for bulk energy storage. The advantage of the particle-TES system as a promising bulk energy storage method is its ability to economically support dispatchable renewable grid penetration for larger capacity and longer discharging hours than current battery storage technologies.

25 ENERGY STORAGE↗

DOE OSTI2026

How Improved Forecasting Can Increase the Bulk Power System Value of Price-Responsive Electric Vehicle Managed Charging

Personal light-duty vehicle (LDV) electric vehicle managed charging (EVMC) can reduce power system costs by better aligning electric vehicle (EV) charging with locations and times of low energy cost or infrastructure use. The need to coordinate charging demand across thousands to millions of vehicles while preserving mobility service is a barrier to realizing the value of EVMC. Price-responsive dispatch mechanisms like time-of-use rates (TOU) and hourly real-time prices (RTP) are attractive compared to direct load control (DLC) because they only require one-way communications and local controls. However, increasing participation in price responsive mechanisms can induce costly-to-serve spikes in load and otherwise increase, rather than decrease, production costs. We quantify the ability of improved EVMC forecasting to sustain savings from price responsive mechanisms beyond the limit of 14% of LDVs actively participating observed in previous work. Perfect forecasting of price-responsive EV load makes TOU and RTP value-competitive with a low-error DLC formulation with up to 27% (within-week flexibility) to 45% or more (within-session flexibility) of LDVs participating in EVMC in an envisioned New England power system with 84% clean energy. Additional costs of implementing DLC should be no more than tens of dollars per vehicle-year if DLC is to be value-competitive with accurately forecast price-responsive EVMC for double-digit percentage shares of LDVs participating.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2022

Predicting peak day and peak hour of electricity demand with ensemble machine learning

Battery energy storage systems can be used for peak demand reduction in power systems, leading to significant economic benefits. Two practical challenges are 1) accurately determining the peak load days and hours and 2) quantifying and reducing uncertainties associated with the forecast in probabilistic risk measures for dispatch decision-making. In this study, we develop a supervised machine learning approach to generate 1) the probability of the next operation day containing the peak hour of the month and 2) the probability of an hour to be the peak hour of the day. Guidance is provided on preparation and augmentation of data as well as selection of machine learning models and decision-making thresholds. The proposed approach is applied to the Duke Energy Progress system and successfully captures 69 peak days out of 72 testing months with a 3% exceedance probability threshold. On 90% of the peak days, the actual peak hour is among the 2 h with the highest probabilities.

25 ENERGY STORAGE↗

DOE OSTI2020

Complementary relationship between small-hydropower and increasing penetration of solar photovoltaics: Evidence from CAISO

To achieve the 100% green electricity goal, we need to understand the relationship between resources in the market and identify the flexible clean resources (i.e., hydropower) to integrate power from wind and photovoltaic (PV). This paper reveals a complementary relationship between small hydropower plants and solar PVs in the California Independent System Operator (CAISO) based on the system-wide hourly generation data from 2013 to 2017. When the solar PV increases its portion in the generation mix by 1%, small hydro will increase its portion by 0.01–0.06%. Such response is obvious in the net demand peak hours, both morning and evening. The low operation cost, flexibility, and dispatchability of small hydro in CAISO explain this complementarity. Due to its benefit in emission and low Levelized Cost of Electricity (LCOE), it is suggested to consider more small hydro projects to accommodate additional PV capacity for the 100% green electricity goal. Our estimation indicates that the current feasible potential of small hydro is sufficient, if the relation stays the same over years. If developers can mitigate the environmental impact, more technical potential will become feasible. Thus, small hydro could integrate more solar PV and reduce the demand for natural gas plants and batteries.

13 HYDRO ENERGY↗

DOE OSTI2020

Multi-Energy Microgrid Planning Considering Heat Flow Dynamics

In this paper, we present a multi-energy microgrid optimal planning method, considering the intra-hour dynamics of the heating system as constraints of the energy dispatch, and consequently of the sizing of the Combined Heat and Power units. The fixed-mass flow rate method and finite difference technique are applied to linearize the dynamic constraints. Moreover, to determine the values of the mass flow rates, a critical scenario representing the slowest heat dynamic process is put forward. Finally, a realistic microgrid case study is presented to illustrate the effect of considering the heat flow dynamics in the overall solution.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2026

Insights Into On-Demand Transit: A Case Study of Houston METRO's curb2curb Service

As modern on-demand transit (ODT) deployments increase, the insights gained from studying real-world systems prove more useful. In this study, a shared ODT system called "METRO curb2curb" in the suburbs of Houston, Texas was studied, with a particular focus on the Missouri City zone, which has the highest ridership out of the four total zones. The Missouri City zone is 18 square miles with an average daily ridership of nearly 400 as of November 2024. In order to gain a passenger perspective, data collection was performed through using the ODT system first-hand, completing 50 rides in March and April of 2023. These rides included a mix of three different types of on-demand travel accommodations - 1.) advance bookings (30 min - 2 hours ahead), 2.) as-soon-as-possible / real-time dispatch bookings, and 3.) no-reservation trips at two designated "anchor points." Wait and travel time were collected for each ride. Anecdotal findings related to ease of locating the driver/vehicle, the process of booking a ride, and popular trip purposes were also documented. This study provides an overview of the METRO curb2curb system, including its history, service provider, service area, ridership, booking options, wait time, and travel time. Intricacies related to different definitions of wait time are included. Finally, relevant considerations for automating the on-demand transit system and discussed.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2023

Hybrid renewable energy systems: the value of storage as a function of PV-wind variability

As shares of variable renewable energy (VRE) on the electric grid increase, sources of grid flexibility will become increasingly important for maintaining the reliability and affordability of electricity supply. Lithium-ion battery energy storage has been identified as an important and cost-effective source of flexibility, both by itself and when coupled with VRE technologies like solar photovoltaics (PV) and wind. In this study, we explored the current and future value of utility-scale hybrid energy systems comprising PV, wind, and lithium-ion battery technologies (PV-wind-battery systems). Using a price-taker model with simulated hourly energy and capacity prices, we simulated the revenue-maximizing dispatch of a range of PV-wind-battery configurations across Texas, from the present through 2050. Holding PV capacity and point-of-interconnection capacity constant, we modeled configurations with varying wind-to-PV capacity ratios and battery-to-PV capacity ratios. We found that coupling PV, wind, and battery technologies allows for more effective utilization of interconnection capacity by increasing capacity factors to 60%–80%+ and capacity credits to close to 100%, depending on battery capacity. We also compared the energy and capacity values of PV-wind and PV-wind-battery systems to the corresponding stability coefficient metric, which describes the location-and configuration-specific complementarity of PV and wind resources. Our results show that the stability coefficient effectively predicts the configuration-location combinations in which a smaller battery component can provide comparable economic performance in a PV-wind-battery system (compared to a PV-battery system). These PV-wind-battery hybrids can help integrate more VRE by providing smoother, more predictable generation and greater flexibility.

14 SOLAR ENERGY↗

DOE OSTI2022

Understanding Economic and Deployment Benefits of Wind-PV Hybrid Power Plants

The least-cost approach to decarbonizing the U.S. electricity supply will likely involve a significantly expanded share of variable renewable energy (VRE) generation. Many strategies and approaches have been identified to address integration challenges in a VRE-dominated system, including standalone and coupled battery systems. In this study, we explored the current and future potential of utility-scale hybrid energy systems comprising PV, wind, and lithium-ion battery technologies (PV-wind-battery systems). Analysis results include temporal complementarity of wind and PV resources across the contiguous United States, with an emphasis on metrics that quantify reductions in variability that can be achieved through hybridization. We further use a price-taker model with simulated hourly energy and capacity prices to determine the revenue-maximizing dispatch of a range of PV-wind-battery configurations across Texas, from the present through 2050. We find that coupling PV, wind, and battery technologies allows for more effective utilization of interconnection capacity by increasing capacity factors to 60-80%+ and capacity credits to close to 100%, depending on battery capacity. We also compared the energy and capacity values of PV-wind and PV-wind-battery systems to the corresponding stability coefficient metric, which describes the location-and configuration-specific complementarity of PV and wind resources. Our results show that the stability coefficient effectively predicts the configuration-location combinations in which a smaller battery component can provide comparable economic performance in a PV-wind-battery system (compared to a PV-battery system). These PV-wind-battery hybrids can help integrate more VRE by providing smoother, more predictable generation and greater flexibility. Finally, capacity expansion modeling of PV-wind systems indicates that hybridization can reduce transmission expansion requirements associated with a heavily decarbonized U.S. electricity system.

complementarity↗