Pe25grid DL
Pe25grid DL
IEEE Energy
Sustainability Magazine
The inaugural issue will
be published May 2025
features
40 Distributed Energy Resources and Electric etecting Anomalies for Fire Prevention in
83 D
contents
Vehicle Adoption Distribution Systems
By Rick Siepka, Julio Romero Agüero, By Jhi-Young Joo, Christabella Annalicia,
Marty O’Baker, Don Hall, and H. Lee Willis Apoorv Pochiraju, Ozgur Alaca, Ali Riza Ekti,
52 Beyond Demand Response Michael Balestrieri, Hamed Valizadeh Haghi,
By Andrei Costache, Bruce Redmond, and Abder Elandaloussi
Jean-Philippe Montandon, and Dean Sharafi 91 I ntegrating Behind-the-Meter
58 Data Fusion and Interoperable Control Grid Edge Technologies Into
Wholesale Electricity Markets
By Gowtham Kandaperumal, Bo Chen,
By Alex Papalexopoulos , Shmuel Oren,
Keith DSouza, Ruoxi Zhu, and Brooks Glisson
and Hung-po Chao
67 Empowering a Proactive Grid With Power
Quality Visibility 101 The Red Sea Microgrid
By Nick Nakamura, Luis Vega, By Hongwu She and Hua Zheng
and Kamron Tangney
76 Impact of Medium- and Heavy-Duty Electric
Vehicles and the Grid
By Richard Fioravanti, Lisha Sun, Robert Mushet,
Anderson Bolles, Alex Moffat, and Matt Belden
Empowering Progress:
Help Shape the Future
of Energy at the 2025
IEEE PES Grid Edge
Technologies Conference
and Exposition
A Welcome Message from Jackie Peer,
Vice President Conferences & Meetings,
IEEE Power & Energy Society
I
IT’S NO SECRET THAT THE ENERGY grid technologies, and the vital role of leaders and startups will work
landscape is rapidly evolving, but this maintaining grid resilience. While these in teams to develop potential
evolution is perhaps most evident at the themes are not foreign to any of us, the funded engagements that solve
grid edge—the critical frontier where discussions about them that happen here for critical grid edge challenges.
technology, sustainable practices, and are different than those at other events, ✔ The Ph.D. Dissertation Chal-
customers converge. emphasizing a holistic approach that not lenge, which will spotlight the
To continue enhancing the productiv- only embraces technological advance- next generation of thought lead-
ity, efficiency, and interoperability of our ments but also considers policy reform, ers in our field.
power systems, we must also converge. economic growth, stakeholder engage- San Diego Gas & Electric (SDG&E)
Which is why I’m thrilled to invite you ment, and community empowerment. is proud to once again support this event
to join me at the IEEE PES Grid Edge Our comprehensive technical pro- as the host utility—and San Diego cer-
Technologies Conference & Exposi- gram will offer over 100 sessions, tu- tainly isn’t a bad place to be in Janu-
tion, 21–23 January 2025 in sunny San torials, poster sessions, and five highly ary. I look forward to welcoming you to
Diego. This event serves as a meeting anticipated Super Sessions, where ex- “America’s Finest City” and am eager
point for policymakers, utilities, munici- perts from across industries will tackle to see how we can collectively drive the
palities, big tech, and beyond, creating issues such as grid modernization, en- future of the grid edge. Thank you for
connections that fuel our ability to drive ergy storage, and the future of electric being part of our powerful community.
progress at the grid edge. utilities in a decarbonized world. See you 21–23 January!
That progress comes from col- We’re also excited to see the latest
laborating to address the challenges innovations across the exhibit floor, Warm regards,
currently facing us, including the defin- and for special features including:
ing challenge of our century: climate ✔ Five technology stages, where
change. The event will focus on our you can explore advancements
role in combatting the climate crisis in electrification, sustainability Jackie Peer
and other issues, with key themes cen- and resiliency, AI, and DERs— Vice President, Conferences &
tered around the integration of renew- and meet the people behind to- Meetings, IEEE Power &
able energy, the expansion of smart day’s most promising early-stage Energy Society
startups.
Digital Object Identifier 10.1109/MPE.2024.3471268
✔ The inaugural Grid Edge In-
p&e
Date of current version: 11 November 2024 novation Challenge, where 180
empowering the
grid edge to propel
decarbonization
T
THE INAUGURAL IEEE PES GRID ✔ Advancements in energy stor- ✔ Innovations in EV infrastructure
Edge Technologies Conference and age technologies, including bat- and their integration into the
Exposition occurred from 10 to 13 teries and other storage systems, grid to support sustainable trans-
April 2023 in San Diego, CA, USA. to support grid stability and portation; and
The IEEE PEM was already a proud efficiency; ✔ Addressing the critical cyber se-
partner of this widely praised event ✔ Integrating distributed energy re- curity and data privacy issues in
through the publication of a dedicated sources (DERs) to create virtual an increasingly digital and inter-
special issue distributed to all confer- power plants that can provide reli- connected grid.
ence attendees (not to be confused able and flexible power solutions; This year again, the magazine is
with the conference proceedings). The ✔ Implementing Internet of Things providing attendees with a special issue
special issue published for 2023 Grid (IoT) technologies to create smarter, that works as a colorful, print vehicle to
Edge Technologies featured seven pa- more efficient urban environments; share common knowledge about some
pers, including three reprints of popu-
lar Grid Edge Technologies articles
published over the previous three
years in the magazine. The selected
papers addressed the empowerment of
the grid edge to think and act through
microgrids, mobile storage, and dis-
tributed energy resources (DER),
among others, to decarbonize the hu-
man world while serving our modern
lifestyles (Fig. 1). The scope of the
grid technology conference suite, set
to occur every odd year, covers various
innovative technologies to enhance the
efficiency, productivity, and interoper-
ability of the electric grid. Some of the
key technologies currently considered
hot topics include:
✔ Decentralizing the energy grid
to increase resilience and reduce
dependence on centralized pow-
er generation;
✔ Utilizing 5G technologies to sup-
port dynamic, near real-time op-
erations and enhance grid asset
management through data inte-
gration and intelligent analytics;
Digital Object Identifier 10.1109/MPE.2024.3481560 figure 1. A vision of the interactions between the grid edge technologies and
Date of current version: 11 November 2024 modern lifestyles (picture inspired by Copilot).
Consumers and the utility infrastructure connect at the edge regulatory challenges, there are also many opportunities
of the electric grid. The term “grid edge” is very broad and the associated with these technologies and include monitor-
definition will continue to evolve due to grid transformation. ing, protection, and control; power system planning and
With increased integration of distributed energy resources operation; power quality; coordination of controllable
(DERs) such as solar, battery electrical energy storage, electric devices; and improved data management. There is also a
vehicles (EVs), and Internet of Things (IoT) smart devices, con- need for a new market structure and business model, while
trollability and flexibility at the consumer side significantly in- addressing weather, physical, and cybersecurity concerns.
creases. Power systems, while creating opportunities for vari- These challenges all involve many stakeholders, including
ous users particularly at the distribution level have, as a result, customers, transmission and distribution system opera-
become more dynamic and complex. This complexity arises tors, regulators, developers, manufacturers, and research-
from the need to accommodate the convergence of millions ers. This special issue is for us to dive into the topics and
of diverse intelligent devices connected at the edge, as well as promote grid edge technologies.
to harmonize their operation with the grid. As the industry undergoes a major transformation to
Grid edge technologies are becoming an important meet decarbonization goals, it requires an unprecedented
part of a reliable and efficient power grid operation (e.g., level of innovation in developing and deploying novel grid
participating as virtual power plants to respond to dispatch edge technologies. This should be addressed holistically,
signals). Though there are various technical, economic, and with multiple axes of innovation, including advanced power
system analytics, the use of artificial intelligence, commu- [A2] describes a DER orchestration pilot project in
nication infrastructure, and workforce development. Western Australia’s Wholesale Electricity Market. The
With this in mind, our focus shifts to addressing interop- pilot shows that through aggregation and orchestration
erability and various interdependencies. For example, we of residential DER assets into a Virtual Power Plant (VPP),
need to consider the interdependencies among generation it is possible to unlock the full benefit of customer DERs
resources that include transmission and distribution systems; through market price integration and active dispatch. Simi-
gas and electrical infrastructure; transportation and electric lar to conventional generators, the VPP provides energy,
utility industries; and power electronics and power systems, capacity, and frequency control to the system; it also re-
among others. As we build the grid of the future with a high sponds to transmission and distribution network needs,
penetration of electronics-based sources, our focus shifts to while providing value to all customers. VPPs achieve bet-
real-time situational awareness, analysis, and control of dis- ter alignment between the energy market and household,
tribution grids using advanced sensors. We see integrated supporting reliable and efficient grid operation.
transmission, distribution, and resource planning becoming [A3] addresses utilities’ need to manage a communica-
very important, especially for high levels of EV deployment tion-enabled, data-intensive, grid-edge controllable grid
and data centers. With the impact of EVs and data centers through comprehensive and transformative technology de-
on the grid becoming more prominent, accurate modeling ployment. The field demonstration of an interoperable grid-
— especially for dynamic studies — will be critical for the edge management architecture is fostering the integration
effective planning and operation of the grid, to maintain its of distributed generation at the distribution level and facili-
reliability and resilience. At the same time, there is a strong tating the aggregation and integration of advanced sensors,
need to improve forecasting methodologies such as weather, distributed and artificial intelligence applications, EVs, elec-
electrification, and load forecasting, to better predict, and trified loads, and other grid-edge devices. This technology
also prevent, major system events such as cascading outages. will improve monitoring and detection, thus enabling proac-
The industry is now paying much more attention to probabi- tive maintenance and improving reliability. The capability to
listic scenario analysis, to account for uncertainties. integrate and analyze data is critical for utilities to plan and
This issue focuses on a wide range of novel grid edge visualize the system better, enabling them to serve custom-
technologies, approaches, and frameworks. It presents ers with prompt support.
both innovative pilot projects and lessons learned from [A4] demonstrates how high-fidelity data, provided in
existing successful implementations. an intuitive and timely manner, is critical for understanding
One of the key factors in making the innovative grid grid health. The authors describe case studies that show
edge technologies and frameworks presented in this is- how new grid dynamics present unique challenges for grid
sue a reality is having a champion, or champions, in the operators to solve. The power quality monitors with re-
utilities, who are willing to implement them, as this could mote communications used in these applications provide
be a significant effort. This is why many articles in the is- the system visibility necessary to shift from a costly and
sue feature authors from the utilities who are pioneering resource consuming reactive system, to a system with ac-
innovation and leading industry transformation. It takes a tionable data streams capable of empowering a proactive
village to deploy each innovative technology and solution! grid. Continuous monitoring and compliance reporting at
critical infrastructure locations provide actionable data
In This Issue that help to develop mitigation strategies before unfore-
[A1] addresses EVs within the overall distribution plan- seen issues developed into costly outages.
ning framework for grid modernization, including DERs [A5] develops a rigorous and practical process to iden-
and data centers. This approach focuses on integration tify the location and size of medium and heavy-duty EV
of planning and operations, as well as coordination with charging electrical load and their grid impact. Various sce-
generation resource and transmission activities. The au- narios, including state regulation emission targets and EV
thors identify gaps in the present processes and provide adaption curves, as well use of hydrogen vehicles, were
the overall roadmap to address those gaps with practical applied for the San Diego Gas & Electric (SDG&E) terri-
focus on the Dominion Energy Virginia needs and targets tory. One of the main findings is the necessity of having a
to prepare the company for the future. The latest tech- granular, bottom-up approach, as those EVs will be charg-
nological and process approaches have been addressed, ing at specific locations, thus resulting in significant grid
including the emphasis on forecasts with temporal and impact. Hourly analysis was required to address new peaks
spatial granularity. depending on the EV routes.
Acknowledgments
We would like to thank the authors for their out-
standing contributions. We extend a special thank
you to Marianna Vaiman, the Associate Editor for
the issue, and Sharri Shaw, the Assistant Editor of
IEEE Power & Energy Magazine, for their reviews
and valuable feedback, in addition to Maria Pro-
etto from the IEEE Power & Energy Society for fa-
cilitating the submission process. And of course, a
very special thanks to Innocent Kamwa, the Editor-
in-Chief of IEEE Power & Energy Magazine, for the
opportunity and his guidance on this issue.
Marianna Vaiman, V&R Energy, Los Angeles, CA
90049, USA, marvaiman@vrenergy.com
Damir Novosel, Quanta Technology, Raleigh, NC
27607, USA, DNovosel@quanta-technology.com
Hong Chen, PJM Interconnection, Audubon, PA
19403, USA, Hong.Chen@pjm.com
Saman Babaei, Right Analytics, Los Angeles, CA
90017, USA, saman.b@therightanalytics.com
of the key technologies populating the The team of Guest Editors was highly the Assistant Editor and the IEEE
grid edge. These technologies will un- experienced in the magazine pro- publications team still had a highly
doubtedly be discussed in the confer- cesses and worked largely without demanding finish line. Yes, we always
ence sessions or showcased on the exhi- any close interaction with me. For underestimate the duration of the re-
bition floors. Our goal, of course, is not this, I want to express my heartfelt view process, which various human
to cover the entire spectrum of technol- thanks to them. The authors must also factors can delay despite being pro-
ogies discussed during the conference, be commended because we pushed cessed semi-automatically in Scholar
as the proceedings will do that well. them hard to get the papers through One. We thank them, especially Ma-
The accompanying special issue is just three review stages, which is unusual ria Proetto and Catherine Van Sciver,
a selection of topics from a call to major for invited papers. They constantly for their patience and collaboration in
industry players made by the appointed responded despite working in the in- producing this special issue. We are
Guest Editors, who are all top experts dustry, where writing papers is never already thinking about how to make
in Grid Edge Technologies. Coming a career aspirational goal. We hope the 2026 T&D special issue closing
from utility and industry, where lead- that you, our esteemed reader, will smoother and, hopefully, at least one
ing and executing innovation projects to notice the high quality of each paper month earlier than the 2025 Grid Edge
create business value is the essence of and that they will be rewarded in the special issue (yes, we can dream). All
their role, these experts relied on their long term by a high Xplorer popular- industry authors planning to attend the
deep knowledge concerning ongoing ity score. T&D conference in 2026 can contact
grid-edge transformation projects, their In closing, there is a “last but not me at innocent.kamwa@gel.ulaval.
related challenges, and opportunities least paper” produced by authors from ca to discuss related publication op-
to invite authors worldwide to discuss Region 10 [A8] and included in this portunities. However, remember that
their more recent work that has resulted special issue. This is further proof the magazine publishes only scientific
in implementation, or that served as the of the IEEE PEM’s commitment to papers using a specific template, with
basis for new regulations, standards, or a diverse source of authorships and requirements described on our web
in-house work procedures evolution. the worldwide distribution of the site . The papers in [A1-A8] give you
The result is a set of seven original, in- projects featured in the magazine a glimpse of the format and style of
vited papers presented in the guest edi- over the years, as technology has no papers appropriate for IEEE PEM if
torial (blue box). boundaries. Received as an unsolic- you are interested in submitting a pa-
ited paper and processed through the per for the 2026 T&D special issue, no
Wrap-Up and Prospects corresponding independent review later than 1st March 2025.
Casual readers of the magazine may process, this paper describes a fully
not have noticed that each year, we operational microgrid in the Red Sea For Further Reading
have six issues plus one extra issue Coastal Areas (IEEE Region 8), with I. Kamwa, “Bottom-up support: Grid-
published as part of the Grid Edge a grid-forming battery energy storage edge technology [Editors’ Voice],”
Technology conference during odd system and a solar photovoltaic sys- IEEE Power Energy Mag., vol. 21,
years and the T&D conference during tem, to deliver 100% renewable ener- no. 2, pp. 4–6, Mar./Apr. 2023, doi:
even years. So, last year, we published gy. The microgrid operates in perma- 10.1109/MPE.2023.3247830.
a 2024 T&D special issue, whose nent islanding mode, maintaining grid I. Kamwa and M. Vaiman, “Acceler-
Guest Editor was our reliable asso- stability without linking to the bulk ating the grid of tomorrow: Responding
ciate editor, Dr. Marianna Vaiman. power system. It supports a variety to an industry-wide transformation [Edi-
Publishing a special issue like this is of loads, including commercial and tors’ Voice],” IEEE Power Energy Mag.,
like working overtime to produce two industrial facilities, as well as various vol. 22, no. 2, pp. 4–8, Mar./Apr. 2024,
magazine issues simultaneously. For critical loads. Emphasizing sustain- doi: 10.1109/MPE.2024.3352948.
context, this editorial is being written ability, the microgrid aims to have a
in early October, and the Grid Edge net-positive impact on biodiversity. Appendix: Related Articles
issue will be wrapped up and mailed Addressing technical challenges such [A1]
R . Si e p k a , J. R . A g ü e r o, M .
to members in mid-November if our as autonomous operation, black start, O’Baker, D. Hall, and H. L. Willis,
plan works well. However, we are large transformer energization, and “Distributed energy resources and
also wrapping up, at the same time, fault ride-through was a key focus electric vehicle adoption: A distri-
the regular 2025 November/Decem- during the system’s design and com- bution planning strategy and road
ber issue. Only my predecessor, Steve missioning phases. map ,” IEEE Power Energy Mag.,
Widergren, can understand and ap- Despite playing it safe by conven- vol. 22, no. 6, pp. 40–51, Nov. 2024,
preciate the implied workload. For- ing the first meeting with Guest Edi- doi: 10.1109/MPE.2024.3463588.
tunately, working as a team is more tors scoping the issue and inviting the [A2]
A . Costache, B. Redmond, J.-P.
than summing up individual efforts. authors at the end of January 2024, Montandon, and D. Sharafi,
NEW!
IEEE PES TRANSACTIONS ON ENERGY MARKETS,
POLICY, AND REGULATIONS
LEARN MORE
Position Name
Chair Wayne Bishop
Co-Chair Babak Enayati
Executive Chair Kevin Geraghty (SDGE)
Immediate Past Chair Ahad Esmaeilian
Technical Program Chair Hong Chen
Technical Program Co-chair Dan Sabin
Technical Committee - Members at Large Yannan Sun
Technical Committee - Members at Large Zongjie Wang
Technical Committee - Members at Large Ebrahim Vaahedi
Coordinator of Super Session Panels Chan Wong
Coordinator Poster Session/Local SD PES Chapter Chair Hassan Ghoudjehbaklou
Stage - Artificial Intelligence (AI) Andrija (Ani) Sadikovic (chair)
Stage - Artificial Intelligence (AI) Abder Elandaloussi (Co-chair)
Stage - Electrification Nikoo Kouchakipour (chair)
Stage - Electrification John Hofman (Co-Chair)
Stage - Distributed Energy Resources Shahab Afshar, Ph.D., CAPM (chair)
Stage - Distributed Energy Resources Honghao Zheng (Co-chair)
Stage - Sustainability and Resiliency Martha Symko-Davies (chair)
Stage - Sustainability and Resiliency Shishir Shekhar (Co-chair)
Stage - Start-ups and Innovation Showcase H.G. Chissell (chair)
Exhibits & Sponsorship Committee Chair Milad Soleimani
Co-Chair Sandy Norris
Exhibits / Sponsorships Committee Iman Kiaei
Exhibits / Sponsorships Committee Ana Ospina
Exhibits / Sponsorships Committee Tamara Bacejac
Local Organizing Committee (LOC) Chair Nick Moran (SDGE)
Co-Chair Alex Moffat (SDGE)
Communications Local Organizing Committee Humberto Gurmilan
Technical Tour Coordinator Lianna Rios
Secretary Mariana Resener
Treasurer Tim Gitau
Assistant Treasurer Praveen Kumar
European Outreach Luka Strezoski
PhD Dissertation Contest Chair John Zhang
PhD Dissertation Committee Co-chair Junbo Zhao
PhD Committee Aaron St. Ledger
PhD Committee Luo Xu
PhD Committee Junbo Zhao
PhD Committee Larissa Affolabi
PhD Committee Saeed Manshadi
PhD Committee Xin Chen
PhD Committee Stelios Dimoulias
PhD Committee Nadine Kabbara
Start-Up Showcase Committee Chair H.G. Chissell
from you!
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Program details as of August 2024, please check the python-based distribution OPF tool (DistOPF) that develops
conference website and app for any updates. power flow models as a constraint from the standard network
Monday, January 20, 2025 inputs, allowing users to focus on other aspects. Specifically,
this python-based package can quickly create the underly-
Automated DERMS with Dynamic Rate (tutorial) ing mathematical equations of the power flow model for any
Monday, January 20, 2025 1:00 PM-5:00 PM Room 1A distribution system and allows researchers to avoid the need
Session Chair: Ashkan Kian, Quanta Technology to repeatedly model power flow models and instead leverage
existing models that can be readily selected. It also formu-
The Automated Distributed Energy Resource Management lates standard OPF related constraints. Thus, this package
System (DERMS) represents a groundbreaking advancement alleviates challenges to formulate OPF problems to develop
in grid management. By integrating demand response (DR) and provide grid-support functionality and enhance grid
optimization into the DERMS engine’s objective function, resilience for the power distribution system. In short, the Dis-
the Automated DERMS enables efficient management of reg- tOPF package/tool will provide researchers/users a unique
istered behind-the-meter (BTM) assets. These assets are piv- platform (i) to create new OPF algorithms by leveraging for-
otal in enhancing grid reliability, resiliency, and affordability. mulated unbalanced power flow models as the optimization
This tutorial will explore its integration with the CalFUSE constraints, (ii) to benchmark developed OPF algorithms (for
pilot project, focusing on managing registered behind-the- both planning stage solutions and operation stage controls)
meter (BTM) assets for optimal DR programs. This tutorial for the distribution networks using provided models/solu-
aims to equip participants with the knowledge and practical tions, and (iii) to create extensive training data to train the
skills to leverage Automated DERMS effectively. advanced machine learning based OPF algorithms.”
1. Dr. Rabayet Sadnan, Research Scientist, Pacific North-
Presenter(s): west National Laboratory (PNNL)
• Dr. Ashkan R. Kian (Quanta Technology) 2. Dr. Anamika Dubey, Associated Professor, School of
• Mark Martinez (SCE) Electrical Engineering and Computer Science, Washing-
ton State University
Open-Source Tool for Optimal Operation & Control for 3. Nathan Gray, Research Assistant, School of Electrical
Power Distribution Systems (tutorial) Engineering and Computer Science, Washington State
Monday, January 20, 2025 1:00 PM-5:00 PM Room 1B University
Session Chair: Dr. Rabayet Sadnan, Pacific Northwest
National Laboratory (PNNL) Modelling and Control of Customer Systems for Evalu-
ating Distribution Grid Response (tutorial)
The increasing demand for advanced grid support functional- Monday, January 20, 2025 1:00 PM-5:00 PM Room 2
ity from a large number of DERs has sparked significant inter- Sponsored By: IEEE PES Grid Edge Technologies
est in that focuses on optimization methods for large-scale Conference
unbalanced power distribution systems, aimed at enhancing Session Chair: Dr. Trevor Hardy, Pacific Northwest National
operational efficiency and resilience. Both the traditional Laboratory
mathematical optimization methods and machine-learning
(ML) -based approaches are gaining traction to attain opti- The changing landscape with the proliferation of distrib-
mal solutions for the scaled power distribution systems. uted energy resources (DERs) introduces new challenges
However, when developing any optimal power flow (OPF) for utility operations and business as they face a large num-
algorithm for distribution system, it is crucial to integrate ber of DERs with limited to no visibility and have to plan
unbalanced distribution power flow models as constraints. for infrastructure to accommodate their unpredictability.
This poses the most challenging aspects of formulating any The traditional planning process is becoming less linear
OPF problem. Besides, for ML-based approaches, creating and more democratized, as modern distribution systems
extensive training data is time-consuming task that signifi- require more engineering analysis that can capture the com-
cantly delays the process. This tutorial aims at presenting a plex dynamics of DERs to process interconnection requests,
The DER functionalities specified in some grid codes (e.g. Distribution Load Forecasting in An Electrification
IEEE 1547 & Rule 21), and the associated communica- World (tutorial)
tion interfaces are not suitable for direct integration with Monday, January 20, 2025 1:00 PM-5:00 PM Room 10
monitoring and control systems (e.g., DERMS). These func- Sponsored By: IEEE PES Grid Edge Technologies Conference
tionalities were designed only to expose the raw, inherent Session Chair: Farnaz Farzan, Quanta Technology
capabilities of the DER, but (intentionally) omit additional
logic, management features, and security requirements This tutorial covers the principles of load forecasting for
because these were believed to vary by utility and region. distribution planning with a focus on the change in growth
Added business logic, centralized management, and cyber- and characteristics of load introduced by electrification. The
security capabilities are needed by utilities, and DER net- course begins with the planning process and load forecast
work gateways can provide these capabilities. as its first building block. It will cover the key require-
• Ben Ealey, EPRI ments of a robust and defendable forecast via bottom-up and
• Ajit Renjit, EPRI top-down approaches, will review several proven methods,
and will discuss modern techniques for end-use growth to
Synchrophasor Data Analytics software and Synthetic forecast electrification trends. Instructors will discuss the
Sensor Data Generation (tutorial) concepts related to magnitude, temporal (e.g., 8,760-hr fore-
Monday, January 20, 2025 1:00 PM-5:00 PM Room 7B casts), spatial, and weather normalization aspects of fore-
Session Chair: Kaveri Mahapatra, Pacific Northwest cast. The course will study legacy methods the industry used
National Laboratory for forecasting in past when it faced major load. The course
drills down into different components of transportation and
Sensors play a critical role in supporting day-today grid oper- stationary electrification forecast including light, medium
ations and they are essential to operator’s decision making and heavy vehicles, transit, charging networks, and building
Tuesday, January 21, 2025 * 25GET0144, Emerging grid operations architecture in sup-
Breakfast and Networking (breakfast) port of greater levels of intermittent renewable generation
Tuesday, January 21, 2025 7:00 AM-8:00 AM Ballroom 6C-F A. IPAKCHI, OATI
* 25GET0145, Addressing energy orchestration, enhanced
Conference Lunch (luncheon) data exchange requirements between distribution and trans-
Tuesday, January 21, 2025 12:00 PM-1:00 PM Ballroom 6C-F mission, and between balancing and reliability coordination
areas
Microgrids for Power System Resilience: Present and H. ALARIAN, CAISO
Future (panel session)
Tuesday, January 21, 2025 1:00 PM-2:00 PM Room 11B * 25GET0146, Methods and processes for enhancing grid
Session Chair: Babak Enayati, Luma Energy resilience (versatile microgrids)
L. RAGSDALE, North Carolina Electric Cooperative
* 25GET0345, Advances in microgrid protection: field
implementation. * 25GET0147, Enhancing methods and tools for granu-
a. ZAMANI, Quanta Technology lar and “bottom-up” net-load forecasting considering the
impact of DERs, electrification of transportation, and
* 25GET0346, Microgrids- utility case study demand-side management programs
J. CASTANEDA, Southern California Edison (SCE) M. SHAHIDEHPOUR, IIT
ARPA-E is a transformative, high-risk, high-reward future Attendees will learn new emerging opportunities in this
energy technology funding agency in the U.S. Department space and how an early stage technologies could be rapidly
of Energy. This panel introduces the GOPHURRS program translated to pilot-testing ready prototypes in fast-paced
launched in early 2024 (12 projects, 3 years, $34M) and 3-year research projects launched and managed by ARPA-E.
brings project performers to discuss each project goals, prog-
* 25GET0192, Transformative grid technology R&D proj-
ress, challenges, and lessons learned. GOPHURRS program
ects funded by ARPA-E
seeks to reduce costs, increase speed, and improve the safety
P. KIM, ARPA-E, US Department of Energy
of undergrounding operations and the surrounding commu-
nities by developing technologies focused on automation, * 25GET0193, Peristaltic Conduit with Stiff Structure and
damage prevention, error elimination, and simplifying the Compliant Skin
construction of underground MV power distribution grids in K. DALTORIO, Case Western Reserve University
urban/suburban areas.
* 25GET0194, Borehole Underground Reconnaissance and
Real-time Obstacle Wayfinder (BURROW)
Highlights of topics to be discussed include:
J. POLLOCK, OceanIt Laboratories, Inc.
“Peristaltic Conduit with Stiff Structure and Compliant Skin”
A worm-inspired construction tool that could cheaply and * 25GET0195, Error-Free Splicing Machine for Under-
quickly install underground distribution powerlines in busy ground Power Cables
urban and suburban environments. The proposed robotic S. SIRIPURAPU, Prysmian
tool consists of a sleeve of expanding and contracting mate-
* 25GET0196, Integrated Thermal Spallation Drill for Het-
rials that digs underground like an earthworm while lay-
erogeneous Ground Conditions
ing conduit as it goes and avoids existing infrastructure
R. ZILLANTE, Phoenix Boring
obstacles by making tight turns with 5 feet turning radius
compared to 1,000 feet from conventional tools.
Use of Distribution Battery Energy Storage Systems for
Microgrids and other Grid Edge Services – Real World
“Integrated Thermal Spallation Drill for Heterogeneous
Considerations & Applications (panel session)
Ground Conditions”
Tuesday, January 21, 2025 4:45 PM-5:45 PM Room 1A
A small-diameter ultrafast tunneling construction tool to
Session Chair: Xuan Wu, AES US Utilities
underground power lines in heterogeneous soil conditions.
The tool can operate in both hard rock and soft sediments
Electric utilities are being compelled to upgrade their existing
and enable cost-effective undergrounding by combining
distribution systems due to the rising demand for load by resi-
thermal spallation drilling with conventional horizontal
dential, commercial, and industrial customers on radial distri-
drilling dramatically reducing the time and cost required
bution networks. In addition, as customers and regulators care
for underground installations.
increasingly about the reliability and resilience of the distribu-
“Borehole Underground Reconnaissance and Real-time tion systems, additional investments could be needed to meet
Obstacle Wayfinder (BURROW)” the expectation. However, the cost of implementing these
For a distribution BESS/microgrid project, optimal planning Managing and Controlling a Unified Grid (panel
(i.e., siting and sizing of the BESS) is the first step. Opti- session)
mization algorithms have been recently popularized for this Tuesday, January 21, 2025 4:45 PM-5:45 PM Room 10
purpose. Steady-state and electromagnetic transient simula- Session Chair: Marianna Vaiman, V&R Energy
tion studies are needed to verify how the BESS/microgrid
protection and control system can respond to various sys- Technology Integration at the Grid Edge: Communica-
tem and BESS failures. Hardware-in-loop testing has been tion, Data and Interoperability (panel session)
widely used to verify the protection and control designs Tuesday, January 21, 2025 4:45 PM-5:45 PM Room 7B
from computer simulations. Communication infrastructure Session Chair: Bo Chen, Commonwealth Edison Company-
and protocol options need to be carefully evaluated and Session Chair:
selected to meet the performance requirements while con-
* 25GET0370, Interoperable Control Framework for Inte-
sidering the cost optimization. Once engineering and design
grating DERs and Grid-Edge Devices
is completed, the BESS will be installed, and future opera-
B. CHEN, Commonwealth Edison Company
tion & maintenance needs to be strategized such as health
monitoring, data collections, maintenance schedules, etc. * 25GET0373, Advanced Analytics for Improving Resil-
ience at the Grid Edge
This panel will gather a few industry experts from utilities, ven- M. VAIMAN, V&R Energy
dors, consultants, and academia to discuss the opportunities,
* 25GET0381, What is Happening at the Grid Edge?
challenges, use cases, and lessons learned related to distribution
H. ZHENG, MISO
BESSs and microgrids from the planning, analysis, engineering
& design, project executions, and operation perspectives. * 25GET0383, An Open-Source Platform to Integrate
Behind-the-meter DERs for Load Flexibility
* 25GET0205, Visions on Non-Wire Alternatives and Grid
J. ZHOU, Slipstream
Edge Intelligence for Distribution Networks
R. SMITH, AES US Utilities * 25GET0384, Unlocking Interoperability in Distribution
Automation through Open Standards
* 25GET0206, Bronzeville Community Microgrid – Design
D. ISHCHENKO, Eaton
& Testing of Microgrid Master Controller
R. KOTHANDARAMAN, ComEd
Tuesday Evening
* 25GET0207, Improving the Acceptance and Integration Opening Reception (reception)
of Distribution Battery Energy Storage Systems Tuesday, January 21, 2025 6:00 PM-8:00 PM
W. MALCOLM, Open Energy Solutions
* 25GET0208, Modular Energy Storage Integrated
Microgrids – Flexibility in Operating Boundaries Wednesday, January 22, 2025
F. KATIRAEI, Innoversa Mobile Solutions Breakfast and Networking (breakfast)
Wednesday, January 22, 2025 7:00 AM-8:00 AM
* 25GET0209, Battery Storage Technology and its Applica- Ballroom 6C-F
tions in Grid Edge
C. ZHANG, Eaton Grid Edge Technologies PHD Dissertation Challenge
* 25GET0210, Blackstart Distribution Grids using Battery Session I (panel session)
Energy Storage Systems and other DERs Wednesday, January 22, 2025 10:00 AM-12:00 PM
Z. WANG, Iowa State University
Revolutionizing Electrical Distribution Grids with
* 25GET0211, Sizing a Distribution Connected BESS to DERMS (Stage panel)
Improve Circuit Reliability Wednesday, January 22, 2025 11:00 AM-12:00 PM- DER Stage
R. ROYCHOWDHURY, AES US Utilities Session Chair: Luka Strezoski , Dermag Consulting
Grid Edge Technologies PHD Dissertation Challenge Utilities are investigating the capability to ultimately build
Session II (panel session) a distributed intelligence anomaly agent. To detect these
Wednesday, January 22, 2025 1:00 PM-3:00 PM anomalies, a combination of statistical measures are applied
to characterize the shape of the voltage waveform. On every
Enabling Data Centers and AI (Stage panel) 1/2 cycle (120 per second), these measures are compared
Wednesday, January 22, 2025 1:00 PM-2:00 PM - to thresholds that detect any abnormal waveforms. These
Artificial Intelligence Stage thresholds were derived by recording hundreds of millions
Session Chair: Andrija Sadikovic, Quanta Technology of samples over several weeks during “blue-sky” days on an
actual distribution grid as well as comparing them to known
The demand for AI development and usage is surpassing all use cases of tree/animal/vehicle-induced faults recorded by
expectations, driving an unprecedented need for data center the Dept. of Energy and EPRI.
capacity and strategic locations. This panel brings together
* 25GET0232, Investigating the Detection of Waveform
four distinguished representatives from electric utilities and
Anomalies in Order to Maintain Grid Stability
data center developers/owners. They will delve into the chal-
J. ENGSTROM, ITRON
lenges and opportunities associated with interconnecting
data centers to meet the burgeoning AI demand. Join us for
Impact of Medium-Heavy Duty Fleet Electrification on
an insightful discussion on innovative solutions and collab-
Utility Grids: Techniques for Identifying and Estimat-
orative strategies to support the future of AI infrastructure.
ing Loads (Stage panel)
* 25GET0353, Enabling Data Centers and AI Wednesday, January 22, 2025 1:45 PM-3:00 PM -
M. CARPENTER, ONCOR Electrification Stage
Session Chair: Richard Fioravanti, Quanta Technology
* 25GET0354, Enabling Data Centers and AI
M. GARDNER, Dominion
Today, stakeholders are beginning to recognize the unique
* 25GET0355, Enabling Data Centers and AI challenges presented by electrification of medium/heavy-
H. GRENE, Microsoft duty and Light Duty fleets. Utilities and stakeholders are
recognizing that due to (1) the size of the vehicle batter-
* 25GET0356, Enabling Data Centers and AI
ies, (2) the concentration of vehicles making up the fleets,
M. DOOLAN, CBRE
and (3) the clustering of facilities that tend to occur with
commercial fleet operations, the potential grid impact of
Grid Edge Innovation Venture Challenge (other)
the charging loads in specific “hot spots” can be signifi-
Wednesday, January 22, 2025 1:00 PM-3:00 PM Room 1
cant. In some areas around ports and cargo airports, esti-
mates are projecting loads of 250+ MW, putting pressure
Investigating the Detection of Waveform Anomalies in
on grid infrastructure and utility planning. Fleets are com-
Order to Maintain Grid Stability (Stage panel)
mercial operations, meaning there is less flexibility in alter-
Wednesday, January 22, 2025 1:30 PM-2:30 PM - Sustain-
ing charging patterns and charging windows. Finally, due
ability and Resilience Stage
This panel will examine steps leading utilities are taking to This panel will also leverage the work of the Grid Flex-
address these challenges and estimate the fleet loads. The ibility Task Force under the IEEE Power & Energy Society
panel will discuss techniques utilized to estimate the loads, (PES) and discuss the importance of flexibility at the grid-
outreach that is occurring to develop a better understand- edge as a key tool to manage the uncertain load growth from
ing of the goals of fleet operators, and how to plan for a new industry loads and electrification of transportation and
future where large load pockets can be created. The panel building sectors. Grid-edge flexibility can be enabled by
will comprise of utilities current facing these challenges proactive grid investments as well as through grid orches-
and facility operators that are expecting into introduce large tration of demand and DERs in order to better prepare and
loads from electrification initiatives. react to new uncertainties in technology performance, con-
sumer adoption, and usage of electricity.
* 25GET0331, Address Level Analysis of MHD Electrifica-
tion Impact on Utility Grids * 25GET0224, Load Forecasting and Grid-Edge Flexibil-
R. FIORAVANTI, Quanta Technology ity: Key Elements of Integrated Grid Planning
S. PANDEY, Commonwealth Edison
Start Up Lightning Pitch (other)
* 25GET0225, Load Forecasting and Grid-Edge Flexibility:
Wednesday, January 22, 2025 2:00 PM-2:45 PM
Key Elements of Integrated Grid Planning
J. BLACK, ISO New England
Load and DER Forecasting and Grid-Edge Flexibility:
Key Elements of Integrated Grid Planning (Stage panel) * 25GET0226, Load Forecasting and Grid-Edge Flexibil-
Wednesday, January 22, 2025 2:15 PM-3:15 PM - DER Stage ity: Key Elements of Integrated Grid Planning
Session Chair: Julieta Giraldez, Electric Power Engineers J. XIE, National Grid
* 25GET0227, Load Forecasting and Grid-Edge Flexibility:
Given the speed with which the grid landscape is chang-
Key Elements of Integrated Grid Planning
ing and the increasing penetration of DERs in the power
A. XIE, Camus Energy
grid, the utility grid planning process is evolving into an
“integrated grid planning process” that analyzes different
Crossing the Chasm – Pathway to High Levels of DER
sources of energy, their benefits to the grid and its partici-
Integration and Utilization (Stage panel)
pants and users, and how the sources reliably serve load.
Wednesday, January 22, 2025 2:45 PM-3:45 PM - Sustain-
This panel, formed by grid planners from utilities and
ability and Resilience Stage
grid operators and vendors, will discuss two key elements
Session Chair: Jim Ogle, PNNL
to successfully implementing integrated grid planning: 1)
Advanced load and DER forecasting as the backbone to pro- * 25GET0326, TBD
actively plan and operate the grid, and 2) Grid flexibility to T. TBD, TBD
deal with uncertainties in investment, operations, and deci-
* 25GET0339, Distribution Grid Transformation
sion making. A future with operational grid-edge flexibility
J. PALADINO, Department of Energy
The nation’s regional transmission organizations (RTOs) AI Applications in Asset Management (Stage panel)
are at various stages of implementation of FERC Order Thursday, January 23, 2025 12:45 PM-1:45 PM - Artificial
2222, which aims to remove barriers for participation of Intelligence Stage
DERs in wholesale electricity markets. Although the goal Session Chair: John McDonald, JDM Associates, LLC
is to enable wholesale market participation, this change
* 25GET0337, AI Applications in Asset Management
will have impacts on the distribution system companies
J. MCDONALD, JDM Associates, LLC
to which the DER that makeup the aggregations connect,
T. BIALEK
especially considering the aggregations will typically be
Y. SUN
driven by commercial arrangements (i.e. customer enroll-
U. ZIA
ment) as opposed to technical analysis of distribution grid
and what delivers the most value to the system. Hence, utili-
Addressing Complex Challenges with Digital Twins: A
ties responsible for planning and operation of the distribu-
Big Data Enabled Solution for the Evolving Grid (Stage
tion systems have had to strategically assess these coming
panel)
changes and rethink how DER aggregations, or sometime
Thursday, January 23, 2025 1:15 PM-2:15 PM - Sustainabil-
referred to as Virtual Power Producer (VPP), are considered
ity and Resilience Stage
in system operation and upfront planning.
Session Chair: Abder Elandaloussi, Southern California
Edison – SCE
Following a review of the basic terminology and timelines
for FERC Order 2222, the panel will provide views from sev-
Digital twins hold transformative potential for the electrical
eral different investor-owned utilities across three different
industry, particularly in the operation and maintenance of the
RTOs to compare their perspectives in terms of how they are
electric grid. To fully harness this potential, it’s crucial that we,
planning for the coming changes, what specific initiatives are
as an industry, establish a consensus on the definition of digital
underway, and learn how they see the impacts and growth
twins, including their essential features and components. This
within the medium-term. The moderator will then guide a
panel will explore various perspectives on the concept of digi-
discussion on specific topics around aggregators and the role
tal twins, discuss their potential use cases, and share insights
of third-parties and customers in operation of the distribution
for considerations for successful implementations within elec-
system of the future. Specific discussion points may include:
tric utilities. Our goal is to reach a comprehensive understand-
• In the absence of any other programs or incentives, how
ing of digital twins by the end of the panel, and to explore how
are DER aggregations expected to operate?
they can be utilized to shape the future of our grid.
• Does the concept of hosting capacity need to be re-
thought in the context of DER aggregators for both PV * 25GET0332, Digital Twins for Electric Utilities: Defini-
and EV, and customer-owned storage? tion, Considerations, and Applications
• Can aggregators and VPPs help us to make better use of A. ELANDALOUSSI, Southern California Edison - SCE
the existing capacity?
* 25GET0385, Digital Twins in Oncor
• How does system operations get situational awareness of
H. HAENTSCH, Oncor
DER aggregation and can they influence the operation of
these DER in any away? * 25GET0387, VX Platform: Enabling a Standards-Based
• How can DER aggregators help to better align peak solar Digital Twin
production and peak loads? D. KOPIN, Vermont Electric
Dive into a dynamic technical program backed by IEEE standards featuring in-depth
insights on advancements in fleet electrification, energy storage, infrastructure,
and more through keynotes, super sessions, and panel discussions. Discover
groundbreaking innovations from connect one-on-one with industry leaders, and
explore presentations from five stages in the exhibit hall. Plus, be the first to see the
latest advancements transforming the grid edge at the Startup Showcase & Innovation
Challenge.
T
THIS ARTICLE DISCUSSES AN INTEGRATED DISTRI- work must be considered within the context of larger trends,
bution planning (IDP) strategy and road map developed by which are described conceptually in Figure 1:
Dominion Energy Virginia to address the needs driven by ✔ Horizontal integration: This involves the integra-
the integration of distributed energy resources (DERs) and tion of distribution planning and distribution en-
significant load growth due to the adoption of electric vehi- gineering activities that utilities have historically
cles (EVs) and data centers. addressed separately, with relatively minor coordi-
nation and, in some cases, as siloes, such as distri-
Introduction bution capacity planning and distribution reliability
The first part of the article discusses the IDP framework, improvement.
and the second part focuses specifically on its expansion ✔ Vertical integration: This relates to the integration of
and application to help Dominion Energy Virginia to pre- generation, transmission, and distribution activities
pare its distribution system for EV adoption. The IDP frame- that have been largely decoupled by deregulation and
practice over the past four decades but have become
Digital Object Identifier 10.1109/MPE.2024.3463588
increasingly interdependent due to the growing im-
Date of current version: 11 November 2024 portance of DERs, electrification, and data centers.
40 ieee power & energy magazine 1540-7977/24©2024IEEE January 2025 Show Issue
This includes coordinated or integrated resource, The IDP process informs Integrated/Coordinated
transmission, and distribution (RT&D) planning, Resource, Transmission and Distribution (RT&D)
which includes generation connected to the bulk elec- planning, Integrated Resource Planning (IRP), or other
tric system and DERs as well as holistic investment utility planning processes such as Grid Moderniza-
prioritization. tion and capital budgeting. IDP may consider utility,
✔ Planning and operations convergence: This includes customer, and/or third-party owned DER solutions to
the integration of planning and operations activities accomplish its objectives. IDP also accounts for un-
into a more technically focused whole. This concept, certainties introduced by the dynamic nature of vari-
which is well established in bulk electric system plan- ables impacting grid operation, shifting results and as-
ning and operation, is emerging as an important trend sociated decisions from deterministic to probabilistic
at the local delivery system level. This is due to the outcomes.
proliferation of DERs and the increasing focus to as- True IDP requires changes in planner’s skills,
sure that those assets and resources work well in con- technologies, tools used, and processes. Throughout,
junction with traditional distribution system needs trained professionals are vital to fully leverage the
and capabilities, for instance, via nonwires alterna- technologies and optimize the processes and emerging
tives (NWAs) and microgrids. tool sets. Technologies and communications systems
that provide visibility into the distribution grid to the
IDP Framework customer premises level are foundational to enabling
The framework was developed to address the objectives of IDP. Processes and tools must then be developed to
the specific IDP definition adopted by Dominion Energy incorporate the data gathered, including advanced dis-
Virginia: tribution modeling and analysis tools that consider a
Integrated distribution planning (IDP) is a process to range of possible futures where varying levels of DER
address the capacity, performance, reliability, resil- and emerging technologies are adopted on different
ience, and DER integration needs of the distribution parts of the distribution grid.
grid. IDP uses traditional solutions as well as new Figure 2 shows the proposed integrated planning frame-
solutions offered by DER and other non-traditional work to address these needs. This framework consists of
technologies. IDP relies on utilizing high-resolution three main areas: 1) load and DER forecasting, 2) distribu-
temporal and granular spatial engineering analyses tion planning and selected distribution engineering activities,
to identify systemwide and locational needs and and 3) coordinated/integrated RT&D planning. The focus of
benefits. this article is IDP, which covers the first two components
Result is Holistic
Investment Prioritization
Transition from deterministic (snapshot) analyses based on annual peak demand of key assets
(e.g., substation transformers) to multihour (time-series) probabilistic and spatial analysis of
demand/production of granular assets (e.g., service transformers).
IDP
figure 1. Trends in the integration of resource, transmission, and distribution (RT&D) planning and operations. IRP: inte-
grated resource planning; NWA: nonwires alternative.
Management
IDP Road Map
Grid
Figure 3 exhibits the IDP road map
Management
Operations
developed by Dominion Energy Virginia
Planning
Risk
that covers most of the elements shown
in the IDP framework of Figu re 2. The
Integrated RT&D five-year implementation time frame
Coordinated /
Forecasting
Planning
Resource
Load and
considers the expected evolution of
IRP
Planning
Software
Volt–Var
Capacity
Analysis
Quality
Control
Power
Protection,
Control
DER and
Hosting
and
Maintenance
IDP
and
DER
Temporal
Analysis
(Hourly)
figure 3. The proposed IDP road map (brown: no regrets; red: short/medium term; pink: long term).
Annual Sales
1,000,000
The IDP concept is not static,
800,000
and further changes are expected 4.3%
in the next decade. The road map 600,000
will also set the foundations to 400,000
1.9% 1.9% 2.1%
facilitate the future evolution of 0.9% 1.1%
200,000 0.6% 0.7% 0.7%
the IDP definition and framework 0.1% 0.4%
to address forthcoming distribu- –
2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
tion systems and customer needs.
The road map introduces impor-
tant enhancements to existing
figure 4. Plug-in EV sales as a share of all U.S. light-duty vehicle sales. (Source:
distribution grid planning compo-
Argonne National Laboratory.)
nents, such as load and DER fore-
casting. Moreover, it formalizes
new components that are becoming increasingly relevant and charging patterns. Demand increase can lead to poten-
for distribution grid planning, such as NWAs and resilience. tial asset overloads at all levels of the distribution system.
Implementing the IDP road map is a multiorganization and EV impacts can combine with power flow and voltage
multidisciplinary effort involving Dominion Energy Vir- variations caused by DER adoption and increase the over-
ginia’s distribution grid planning organization and other all dynamic behavior of the distribution grid. Other impacts
stakeholders. Moreover, the execution of the IDP road map include minimum-voltage violations, voltage unbalance, loss
involves existing and new resources (internal and external), of life of service transformers, increased effects of cold load
the implementation of new processes and concepts, and pickup (CLPU), reduction of the reserve capacity of feeders
the adoption of new software solutions and technologies. and substations, reduction of the ability to reconfigure the
Therefore, it is critical to pay special attention to organiza- distribution grid, interaction with protection and automa-
tional, resource, and project management aspects. tion systems, and power quality issues. These impacts may
The following sections explain how the IDP framework occur during normal operation, emergency conditions, and
was used by Dominion Energy Virginia as a foundation to service restoration, which subject the grid to greater stress.
develop a strategy and road map to prepare its distribution Therefore, it is important to perform N-1 contingency analy-
grid for EV adoption. sis to identify substations, feeders, and assets in general with
reduced reserve capacity due to load increases driven by EV
EV Adoption Trends adoption and propose respective mitigation measures. Figure 6
Figure 4 displays U.S. historical sales data for light-duty conceptually illustrates these types of impacts. Scenario 1
EVs, collected by Argonne National Laboratory and the U.S. is the base case (no or minimal EV adoption); scenario 2
Department of Energy. EVs consist of battery EVs and plug- is a normal reconfiguration when there is enough reserve
in hybrid EVs. These results show that annual sales reached
approximately 1.43 million EVs in 2023 and that sales
have increased steadily over the last four years, from 2.1% 220,000
200,000 Medium/Heavy Duty
of all light-duty vehicle sales in 2020 to 9.2% in 2023. As
180,000 Light Duty
described in Figure 5, EV adoption is expected to increase
160,000
over the coming years in the Dominion Energy Virginia 140,000
service territory. These results show that utilities in general
Total EVs
120,000
must prepare and be ready to plan the distribution grid to 100,000
integrate increasing penetration levels of EVs. 80,000
60,000
Impacts of EV Adoption in 40,000
Distribution Grids 20,000
The main impact of EV adoption in distribution grids is the 0
2023 2024 2025 2026 2027
increase in overall system demand. The specific amount,
location, and timing of this demand increase depend on figure 5. The Dominion Energy Virginia EV adoption
multiple factors, including EV location, adoption growth, forecast. (Source: Dominion Energy Virginia.)
S S
Scenario 1 u u
b CB1 R1 b
R2 R3 CB2
Voltage
Scenario 2 S S Vn
u u S1
b CB1 R1 b
R2 R3 CB2 S3 S2
Vmin
S S S4
Scenario 3 u u
b CB1 R1 b
R2 R3 CB2 CB1 R1 R2 R3
Distance
S S (b)
Scenario 4 u u
b CB1 R1 b
R2 R3 CB2
(a)
figure 6. The impact of EVs on distribution system reliability and contingency planning. (a) Contingency scenarios and
(b) voltage profiles.
Regulatory, Existing
Load, EV, and Distribution
Policy, and Distribution Grid
DER Forecast System Model
Strategy Drivers Planning
(BB1) (BB2)
(BB3) Practices (BB4)
DER and EV
Hosting Capacity
(BB5)
Risk Assessment
and
Prioritization
(BB6)
Short- and
Long-Range
Distribution Grid
Planning Scenarios
(BB7)
Distribution Grid
Planning Impacts
(BB9)
Mitigation
Measures (BB10)
Benefit–Cost
Analysis and
Prioritization
(BB11)
Updated
Distribution Grid
Planning
Practices (BB13)
figure 7. The relationship between BBs of the distribution grid planning strategy and road map for EV adoption. LOL: loss
of life.
figure 8. Dominion Energy Virginia’s EV hosting capacity tool to help optimize the installation of EV fast charging
stations. (Source: Dominion Energy Virginia.)
T
THE WHOLESALE ELECTRICITY MARKET (WEM) tion, the SWIS has experienced new challenges in balancing
supplies electricity to the South-West Interconnected Sys- supply and demand and maintaining power system security
tem (SWIS), which serves more than 1.2 million businesses due to lower minimums, higher peaks, and steeper ramping
and households across Western Australia. The SWIS is an events. Peak demand drivers are the hot weather resulting in
islanded system, with no connection to the National Elec- load increases for cooling and the volatility of uncontrolled
tricity Market, which supplies electricity to the east coast residential rooftop photovoltaic (PV) generation. Minimum
of Australia. Today, wind and solar generation in the WEM demand rests mainly with rooftop PV generation on mild tem-
account for one-third of the annual energy supply, peaking perature days during spring as ramping events are typically
at about 84% instantaneous generation. caused by large bands of clouds sweeping across the SWIS.
Traditionally, electricity system operators focused more on
Introduction addressing the peak demand issue, but experience from recent
As Western Australia continues to grow and the electric- years shows that low load and volatility of distributed energy
ity system transitions to higher levels of renewable genera- resources (DERs) are risks that need to be managed.
Figure 1 shows that the SWIS minimum demand of
Digital Object Identifier 10.1109/MPE.2024.3457542
595 MW occurred in September 2023, coupled with a peak
Date of current version: 11 November 2024 of 4,233 MW during the recent February 2024 heat waves,
52 ieee power & energy magazine 1540-7977/24©2024IEEE January 2025 Show Issue
and showcases the dramatic load differential that has come were successfully aggregated and orchestrated into a vir-
to define the operational requirements of the network. The tual power plant (VPP). Located in Southern River, an area
supply of clean energy from solar generation needs to be bal- of Perth where 60% of households host rooftop solar, the
anced with the need to mitigate its intermittency and man- VPP enabled aggregation and the dispatch of energy in an
age its adverse security impact on the power system. approach that is more similar to a conventional power plant.
The orchestration effort represents a collaboration
What Are DERs, and Why Should They Be between AEMO as the distributed market operator (DMO),
Aggregated and Orchestrated? Synergy as the aggregator, and the residential retail company,
The 2019 “Integrating Utility Scale Renewables and Dis- Western Power, as the network operator. This was overseen
tributed Energy Resources in the SWIS” Australian Energy by the government’s energy policy maker, Energy Policy
Market Operator (AEMO) report set the foundations for the WA, in a supervisory role. The project received support from
Energy Transformation Strategy and the DER Roadmap. the Australian Renewable Energy Agency (ARENA) as part
Updated in 2021, the SWIS Renewable Energy Integration of ARENA’s Advanced Renewables Program. The orchestra-
report details the challenges of integrating large amounts of tion objective was to provide a better understanding of how
renewable energy in the power system. A policy recommen- DERs can be integrated at scale and provide a safe, reliable,
dation was to incentivize frameworks for DER participation, and efficient electricity system while at the same time provid-
leading the way for the development of Project Symphony, ing value to all customers.
the DER Orchestration Pilot. The 2024 WEM Electricity Statement of Opportuni-
Approximately 900 individual customer DER assets, ties forecasts that the rooftop PV uptake in the SWIS
including rooftop solar, household- and network-connected will increase from 3 GW in 2024 to more than 6 GW
batteries, and appliances across 500 homes and businesses, in 2033. All passive DERs, consisting of rooftop PV,
2,500
Low Reserve Condition
2,000
1,500
Due to volatility in distributed PV, system
1,000 frequency deviated outside the normal
band to 49.56 Hz and recovered to
500
normal band within 8 min.
0
(a)
5,000
4,500
4,000
3,500 WEM Minimum Operational
Demand Record
3,000 595 MW
25 Sep. 2024
MW
2,500
2,000
1,500
1,000
500
0
00
00
00
00
00
00
00
00
00
00
0
0
0
0
0
0
0
0
0
0
0
0
0
0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
0:
1:
2:
3:
4:
5:
6:
7:
8:
9:
10
11
12
13
14
15
16
17
18
19
20
21
22
23
(b)
Coal Gas Landfill Gas Distillate Wind Solar Rooftop PV Battery Operational Demand
3,000 350
2,500 Injection 300
2,000 250
1,500
200
Price ($/MW)
1,000
150
kW
500
100
0
50
–500
–1,000 0
Withdrawal –50
–1,500
–2,000 –100
0
00
00
0
0
0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:0
:
:
00
10
04
06
08
02
12
14
16
18
20
22
07
7
7
7
07
07
07
07
07
/0
/0
/0
/0
/0
/0
/
/
01
01
01
01
01
01
01
01
01
01
01
01
Solar Load Residential BESS FOM BESS Aggregated Telemetry Energy Dispatch Energy Price (rhs)
Instruction
orchestrated actions are addressing both low and peak demand dropped below the 49.975 Hz threshold, the aggregated DER
issues without the need for less flexible time-of-use tariffs. facility responded by injecting energy proportional to the
frequency deviation.
Rapidly Inject or Withdraw Energy The results in Figure 3 show that the network-connected
in Response to System Frequency front-of-meter 1 MW BESS, shown in blue, was idle at the
Excursions time of the frequency deviation. Its inverter responded by
The capability of aggregated DERs to participate in the injecting 0.313 MW in proportion to the frequency devia-
Contingency Reserve Raise (CRR) service represents the tion. Before the frequency event, the behind-the-meter
automatic provision of energy injection in response to a drop 0.25 MW BESS, shown in green, was injecting to cover a
in network frequency. Such contingencies occur when large site load. Its droop response represents the additional energy
generators or network lines trip. Through local control, gen- that is injected on top of the existing discharge rate, maxing
erators and BESS assets need to curtail load and increase out at 0.25 MW. Unfortunately, because the frequency devia-
generation proportionally to the frequency deviation, a capa- tion occurred overnight, no residential BESS had sufficient
bility known as the droop response. state of charge to respond. Overall, the ability of aggregated
The CRR quantity is offered into the market through bof- DERs to participate in essential system services by provid-
fer submissions, similar to the energy scenario described ing CRR responses to credible frequency events from a mix
before. Once market price clearing occurs, the aggregated of BESS assets was successfully demonstrated.
DER facility is enabled to provide the service through dis-
patch and predispatch instructions from the DMO. In con- Provide or Curtail Energy and Capacity
trast to the energy scenario, the CRR response is energy kept When the Distribution System Needs It
in reserve until required due to a system frequency event. Population expansion, housing infill, and access to low-cost
The CRR service was demonstrated on a number of occa- electrical appliances all contribute to the increasing demand
sions, including at 1:14 a.m. on 6 July 2023. A power station on the distribution network. To operate within the distri-
trip resulted in the loss of approximately 260 MW, which bution network safety limits, the network operator needs
depressed the system frequency from its normal operating to augment network capacity by building more poles and
range of ~50 Hz down to 49.66 Hz. Once the frequency wires as well as transformer upgrades. The financial cost of
350 50.1
300 50
250
49.9
200
49.8
kW
150
Hz
49.7
100
49.6
50
0 49.5
–50 49.4
1:10:00
1:10:21
1:10:42
1:11:03
1:11:24
1:11:45
1:12:05
1:12:26
1:12:48
1:13:08
1:13:30
1:13:50
1:14:11
1:14:32
1:14:53
1:15:14
1:15:35
1:15:55
1:16:17
1:16:38
1:16:59
1:17:20
1:17:41
1:18:02
1:18:23
1:18:44
1:19:05
1:19:26
1:19:46
1:20:08
1:20:29
1:20:49
1:21:10
1:21:31
1:21:52
1:22:13
1:22:34
1:22:55
1:23:16
1:23:37
1:23:58
1:24:19
1:24:40
1 MW Front of Meter BESS (kW) 0.250 MW BTM BESS (kW) Frequency (Hz)
2,000 8,000
1,500 6,000
1,000 4,000
500 2,000
kW
kW
0 0
–500 –2,000
–1,000 –4,000
–1,500 –6,000
–2,000 –8,000
0
/0 :05
5
/0 :15
/0 :40
/0 :30
5
0
5
/0 :50
5
/0 :20
:2
:2
:5
:0
:2
:5
:1
:4
:0
:3
:5
:4
:1
:0
:4
:3
18
01 22
20
01 21
01 21
01 22
01 22
15
15
15
16
16
17
17
17
18
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20
23
01 20
19
01 23
7
7
7
7
7
7
7
7
7
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
01
01
01
01
01
01
01
01
01
01
01
01
01
01
01
Solar Load Residential BESS FOM BESS NSS Aggregated Distribution Feeder
Telemetry (RHS)
600 700
Price CTZ CTZ CTZ CTZ CTZ CTZ Price
Gross Net Gross Gross Net Gross 600
Solar Irradiance (W/m2)
300
–200 200
–400 100
–600 0
0
20 9:00
20 9:30
00
23 30
0
:0
:3
20 0:0
:3
:0
:3
:0
:3
:0
:3
:0
20 5:3
:0
:3
2:
:
08
08
10
11
11
12
13
13
15
16
16
0
1
23
23
23
23
23
23
23
23
23
23
23
23
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23
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23
17 202
20
20
20
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20
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20
20
/2
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
5/
05
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/0
/
17
17
17
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17
17
17
17
17
17
17
17
17
17
17
17
17
figure 5. CTZ.
A
AT THE INTERSECTION OF CUSTOMER INTER- architecture that fosters the integration of variable renew-
est in energy efficiency and increased electrification and able energy resources at the distribution level and the inte-
utility interest in distributed energy resources (DERs) gration of electric vehicles (EVs), electrified loads, and
lies a prospective landscape featuring the “utility of the other grid edge devices.
future.” This vision encapsulates a grid that not only sup- The current state of the art approaches this problem in a
ports decarbonization goals, electrification, and adoption piecemeal fashion. Incentives are in place for customer-side
of distributed and renewable energy resources but also adoption of load and vehicle electrification. Centralized
improves grid reliability and resilience while ensuring that decision support is provided at the distribution control cen-
customers evolve into consumption-conscious prosumers. ter level by state estimation, event, and fault detection func-
As utilities navigate this transition, they encounter several tions. Controls are established at a utility program level by
roadblocks that must be managed carefully. Utilities need use cases and their supporting actuating devices. Advanced
to manage this communication-enabled, data-intensive, metering devices stream interval data to a centralized data
and grid edge-controllable grid through an interoperable repository upon which analytics and visualization applica-
tions are developed. This prevailing strategy that involves
Digital Object Identifier 10.1109/MPE.2024.3470729
deconstructing the issues into manageable tasks that can
Date of current version: 11 November 2024 be tackled in a step-by-step manner, though demonstrating
58 ieee power & energy magazine 1540-7977/24©2024IEEE January 2025 Show Issue
operational success, does not address the issues of integra- conditions of the grid, improving visibility and opening
tion and scalability of big data applications, cybersecurity, avenues for multiple cross-functional use cases. Large data
and interoperability in the rapidly changing grid environ- streams from high-resolution PMUs were piloted through
ment. cloud-hosted real-time sensor data services, and applica-
This article introduces Commonwealth Edison’s (ComEd’s) tions, such as distribution linear state estimation (DLSE),
approach to identifying a solution to the roadblocks. The were validated through field deployments.
approach, as shown in Figure 1, utilizes commercially avail- Technological advancements in distribution system oper-
able technologies to foster distributed intelligence (DI) ation through data fusion and interoperable control herald a
through grid edge sensors and controllers. The stage for this new era of economic opportunities and customer benefits, in
demonstration project is the city of Rockford, IL, USA. These addition to promising a more robust and cleaner grid. The
sensors and controllers are designed to measure, optimize, transition is poised to create a new class of smart grid jobs,
and automate the operations of various DERs, such as vehi- stimulate innovation, transform customers into sophisticated
cle-to-grid-enabled EVs, grid-interactive efficient buildings energy users, and, most importantly, promote sustainability
(GEBs), distributed behind-the-meter (BTM) solar installa- and clean energy technology adoption by bridging the gap
tions, and energy storage systems. Incorporating intelligent between utilities and their decarbonization goals.
sensors and advanced data fusion techniques, the framework
enhances data interoperability. This, in turn, facilitates pre- The Need for Data Fusion and an
dictive analytics, augments grid maintenance, and advances Interoperable Control Framework
system reliability and resilience. Ultimately, it paves the way There are no standard established templates that utilities
for increased integration of EVs, solar power, and other DERs can adopt for their evolving grid. Variables, such as geog-
into the energy ecosystem. raphy, population metrics, infrastructure design and health,
ComEd serves more than 4 million customers and a pop- extreme weather, and other high-impact events, play a role
ulation of 9 million people, and its 11,400-mi2 service region in how grid modernization efforts are implemented. For
showcases a plethora of emerging technologies. Advanced Rockford, a city of over 150,000 people, these challenges
controls supported by its Distributed Energy Resource Man- represent only a part of the story. There has been a marked
agement System (DERMS) program support DER integra- increase in DER adoption in the city, as charted in Figure 2,
tion, community microgrids, EV fast charging, and energy along with the resurgence of Rockford as an industrial center
storage solutions. Advanced sensors, such as phasor mea- in Illinois, in part due to city and state efforts to increase
surement units (PMUs) and power quality (PQ) meters, have investments that strengthen equitable access to affordable
been installed and provide valuable insights into operating power, cleaner technologies, vehicle electrification, and
figure 1. An overview of the framework. PMU: phasor measurement unit; PQ: power quality; DI: distributed intelligence.
Sensor and Grid Edge Advanced Data Fusion and Interoperable Control
Devices Communication Analytics Platform Framework
Vehicle-to-Everything
Micro-PMU PQ Meter Smart Building
Controller
Controller DI Meters
figure 4. Pillar 1: Advanced sensor and grid edge device deployment. The (a) distribution system, (b) electrification, and
(c) community assets.
Data Mart
Extraction Central Data
Transformation Repository
Loading
Data Mart Use Case Applications
figure 6. Pillar 3: The data fusion infrastructure and grid edge analytics platform. AI: artificial intelligence.
T
THE EVOLUTION OF THE POWER GRID IS PRO- factors that may threaten reliability and empowers moving
gressively shifting to a more dynamic and complex sys- to a proactive grid.
tem. The introduction of decentralized inverter-based This article discusses how advanced power quality moni-
resources (IBRs) on the generation side in addition to the toring provides critical visibility into the health of the power
increasing demand for new electrification on the load side system, providing grid operators with diagnostics tools that
is making a significant impact on the grid, introducing enable the immediate correction and mitigation of emerg-
new challenges and vulnerabilities to grid stability. To ing issues. Power quality analyzers equipped with real-time
keep up with these changes while maintaining a reliable event notifications and reports that detect noncompliant con-
system, grid operators must adapt. Continuous visibility ditions can provide early warning notifications on potential
on power quality equips operators with critical insights on system faults or equipment failure before they develop into
Digital Object Identifier 10.1109/MPE.2024.3466121
permanently faulted conditions that result in costly system
Date of current version: 11 November 2024 outages and downtime.
January 2025 Show Issue 1540-7977/24©2024IEEE ieee power & energy magazine 67
What Is Power Quality Monitoring available is a digital fault recorder (DFR). DFRs record and
and Why Do We Need It? trigger on various conditions in the power system and can be
Power quality is defined as the influence that voltage and cur- used to ascertain anomalies if programmed correctly. These
rent anomalies have on end-use equipment. Good power quality are typically installed at the bus level and enable diagnos-
is an optimal level of electrical health and is the ideal condition tics from the head end of the feeder in the substation. The
the grid and its connected assets are designed to operate in. In deployment of power quality monitors at various portions
contrast, poor power quality occurs when a disturbance inter- downstream of the feeder enables further diagnostics. For
feres with the normal operation of equipment or the electrical example, power quality monitoring at solar interconnections
system and involves deviations from the generated sine wave at allows the measurements at that specific location, and the
the fundamental frequency. Disturbances such as voltage sags, magnitude of these measurements could significantly differ
voltage swells, harmonics, high-frequency (HF) transients, if monitored from a DFR, based on the distance from the site
and imbalance are examples of poor power quality. This arti- and the feeder characteristics.
cle will provide case study examples of the effects these power
quality issues can have on equipment and systems. How Is Power Quality Monitoring Typically
Power quality monitoring is typically deployed either Applied From a Utility Perspective?
permanently or on a temporary basis. Traditionally, when a Utilities install permanently mounted power quality monitors
power quality disturbance complaint is reported, the utility to provide visibility and data on grid conditions, and remote
may deploy a temporary portable power quality measure- communication allows long-term data retrieval without hav-
ment system to the problem site for troubleshooting. The ing to physically be on site to collect measurements. Some
communication to this system may be done locally to the utilities are working with regulators and/or commissioning
power quality monitor or remotely through a communication entities to expand power quality monitoring initiatives, which
device, such as a cellular modem. After the analysis has con- allow for the permanent installation and fleet expansion of
cluded and the complaint has been addressed, the measure- power quality nodes to provide visibility and determine grid
ment system is typically removed from the site. Permanent health in real time. These initiatives further exemplify the
installations are typically installed in pole-mounted configu- acceptance and rising importance of power quality to regu-
rations, wall-mounted configurations (e.g., on the outside of lating entities. Historically, power quality monitors have been
a pad-mounted transformer), within the electrical cabinets of installed at feeder sources or substations and have recently
switching devices (e.g., switchgear), paired with other intel- been extended downstream to critical customers (e.g., data
ligent electronic devices (e.g., protection relays and smart centers, hospitals, and airports), generation sites (e.g., cogen-
meters), or inside substations. These installations ideally eration and IBR interconnections), and grid edge locations.
have remote communications enabled and provide continu- Power quality monitoring is becoming more common for
ous measurements and reporting. One of the drivers of per- compliance verification (e.g., IEEE 519-2022 for harmonics
manent installations is new generation sources, and loads are control). These monitors are typically connected to a commu-
often nonlinear devices and continuously being deployed, nications network (either via an intranet or via a 4G/5G cel-
causing potential seasonal changes to the load and harmonic lular modem) to provide remote access and enable real-time
profiles in the grid. These changes over time can be detected grid condition monitoring. This enhanced visibility saves
with permanently installed monitors in near real time to time and improves operator efficiency in diagnosing grid
assist with assessing grid health, mitigation measures, and issues, detecting changing trends (e.g., harmonics increasing
ultimately, planning and decision making. over time), and identifying grid design limitations.
“Power metering” and “power quality monitoring” are From this visibility, utilities can observe baseline condi-
often interchanged. However, they are different in nature tions, allowing them to set notifications when the system is
regarding the granularity of measurements, alarms, and com- performing outside of the normal operating conditions. This
pliance with the respective industry standards. Power quality is often brought to the attention of someone familiar with
monitors provide high-fidelity information that allows the user power quality issues, typically power quality engineers, and
to uncover issues that often go unseen by traditional power then it is decided if further action is required.
metering systems. Smart meters are power metering systems For larger system deployments, attempting to routinely
that remotely communicate data and can provide voltage inspect each power quality monitoring site for potential
trending data or the detection of sustained high/low voltages; issues is very time consuming. In this case, automatic analy-
however, they typically lack the resolution to be considered sis and event notification becomes a necessity for utilities.
a power quality monitor (e.g., common metering intervals Automation allows for power quality engineers to effectively
are based on 15-min data). Typically, power quality monitors utilize their time by focusing on critical issues and events
adhere to an international standard on how the measurements rather than manually filtering through data. These actions
are taken, the most common being IEC 61000-4-30 Ed3, include compliance verification, event frequency tracking,
while power meters typically adhere to the ANSI C12 series and sustained power quality issues (e.g., voltage imbalance
of standards. Another type of high-resolution measurement is sustained above 2% for a predetermined amount of time).
20-MW M R
Solar Arrays
~2 mi
PQ
Meter
Customer Issue
figure 4. The harmonics case study single-line diagram. PQ: power quality monitor.
Noncompliant
Harmonics Observed
figure 5. The voltage harmonics compliance chart (H33, H39, and H45 noncompliant).
Steady-State Distortion
at 3.4 kHz (During
Generation Hours)
figure 6. A conducted emissions 2–9-kHz heat map (steady-state distortion at 3.4 kHz).
figure 7. A conducted emissions 9–150-kHz heat map (steady-state distortion at 10 and 12 kHz).
Solar Array 2
Inverter 2
C. This standard provides reference values on typical char- step-up transformer was installed due to the long cable run
acteristics for imbalance. Measurements exceeding those distance between solar and the POI.
typical values may be harmful to the electrical systems and Upon the initial inspection of the site, the insulation of
equipment assets. Real-time alerts assist in getting ahead of the neutral cable in the utility transformer was observed to
the issue to diagnose and proactively plan for mitigation. have melted away from the conductor due to excessive heat,
as shown in Figure 9. A power quality monitor was installed
Case Study: Imbalance at Net Metering Application to investigate the issue and a significant amount of zero-
A net metering site customer with 250 kW of ground- sequence current was observed, with approximately 430 A
mounted solar arrays reported power quality issues to the of current flow through the transformer neutral, as shown
local utility. The system configuration included a grounded in Figure 10.
wye-delta step-up transformer and a delta-grounded wye When observing the phasors’ behavior, the current phase
step-down transformer to the POI, as shown in Figure 8. The angles measured were in a state of significant imbalance,
which was also reflected in the zero-sequence current, as
shown in Figure 10. This imbalance created the overheat-
ing and melted condition observed on the secondary cable.
Depending on the position of the delta transformation, it
can result in temporary overvoltage that can damage equip-
ment or become a zero-sequence path. Grounding banks
are zero-sequence sources that can lead to other factors
that impact grid operation, such as incorrect meter read-
ings, protective relays, and the potential for ferroresonance.
The transformation in question created a grounding bank,
resulting in the observed imbalance condition and zero-
sequence source.
After the site analysis and recommendations, all secondary
cables to the POI switchgear were replaced due to extensive
damage to the neutral and adjacent conductors. A dissolved
gas analysis test was performed on the utility transformer and
indicated acceptable compliance levels. The analysis showed
the utility transformer was exposed to sustained electri-
cal stress that could’ve resulted in the degradation of useful
life. These factors, combined with safety considerations (the
device was located near pedestrian traffic), prompted the pro-
active replacement of the utility transformer. The customer
ultimately replaced the delta-wye step-up and step-down
transformers with grounded wye-grounded wye transformer
configurations per the utility recommendations.
Unfortunately, a power quality monitor had not been ini-
tially installed at this site to provide system visibility. If data
figure 9. Melted neutral on transformer. from an appropriate power quality meter had been available,
the problem could have been identified early with action For Further Reading
taken to resolve the issue before it impacted the customer “IEEE Recommended Practice for Monitoring Electric
and damaged the connected equipment. The utility is now Power Quality,” IEEE Std 1159-2019, Jun. 2019.
applying permanently mounted power quality monitors at “IEEE Standard for Harmonic Control in Electric Power
net metering sites ranging from 250 kW to 3 MW of genera- Systems,” IEEE Std 519-2022, May 2022.
tion to provide the visibility needed to proactively identify “Electromagnetic Compatibility (EMC) - Part 4-30:
and mitigate issues. Testing and Measurement Techniques - Power Qual-
ity Measurement Methods,” IEC 61000-4-30:2015 Ed3,
Conclusion 2015.
As power system infrastructure and equipment continue to “Electromagnetic Compatibility (EMC) - Part 2-2: En-
age and evolve, there are opportunities to get ahead of devel- vironment - Compatibility Levels for Low-Frequency Con-
oping electrical problems with advanced tools that provide ducted Disturbances and Signalling in Public Low-Voltage
actionable and proactive information. Throughout this article, Power Supply Systems,” IEC 61000-2-2:2002, 2002.
there have been example case studies showing how new grid G. Singh, T. Cooke, J. Johns, L. Vega, A. Valdez, and G.
dynamics are presenting unique challenges for grid operators Bull, “Telephone interference from solar PV switching,”
to solve. The power quality monitors with remote communica- IEEE Open Access J. Power Energy, vol. 10, pp. 373–384,
tions used in these applications provided the system visibility 2023, doi: 10.1109/OAJPE.2023.3239854.
that enabled shifting from a costly and resource-consuming M. Tefferi, N. Nakamura, B. Barnes, and N. Uzelac, “Su-
reactive system to a system with actionable data streams that praharmonic measurements in distributed energy resources:
empower a proactive grid. Continuous monitoring and com- Power quality observations in a microgrid,” IEEE Electrific.
pliance reporting at critical infrastructure locations provide Mag., vol. 11, no. 2, pp. 88–96, Jun. 2023, doi: 10.1109/MELE.
actionable data to help develop mitigation strategies before 2023.3264929.
unforeseen issues develop into costly outages.
As we look forward in the electric power industry, more Biographies
high-fidelity data provided in an intuitive and timely manner Nick Nakamura is with Powerside, Alameda, CA 94501 USA.
are critical to understanding grid health. These are essential Luis Vega is with Dominion Energy, Richmond, VA
factors in executing the reliability and resiliency initiatives 23294 USA.
needed to address the dynamic grid conditions of today and Kamron Tangney is with Powerside, Alameda, CA
into the future. 94501 USA. p&e
A
AS TRANSPORTATION ELECTRIFICATION EXPANDS TO
include medium- and heavy-duty (MHD) vehicle classes, new chal-
lenges begin to emerge. MHD electrification is accelerating under state
and national rules and regulations. At the state level, California has
been leading this initiative. The state has incorporated regulations to
help with goals of achieving 100% zero-emission for all on-road MHD
vehicles in the state by 2045, where feasible, and even sooner for spe-
Digital Object Identifier 10.1109/MPE.2024.3456042
cific vehicle classes such as drayage trucks, which have a target of 2035.
Date of current version: 11 November 2024 From a national perspective, the U.S. National Blueprint for Transportation
76 ieee power & energy magazine 1540-7977/24©2024IEEE January 2025 Show Issue
ecarbonization by the Department of Energy includes a
D (LD) versus MHD analysis. The differences in characteristics
national plan to reach at least 30% of MHD sales being zero- between LD and MHD vehicle loads provide insight into dif-
emission by 2030 and 100% of sales by 2040. Although ficulties in applying the approaches used in assessing the LD
zero-emission vehicles (ZEVs) include hydrogen and fuel cell market to the MHD analysis. These potential differences can
vehicles, electric vehicles (EVs) make up the majority of the be seen in the following areas:
expected ZEV growth. ✔ Location: LD vehicles tend to be located at residential
Utilities face significant challenges when trying to assess homes, which are fixed and can be found from utility
the impact of MHD electrification on the grid. MHD vehicles customer data.
often use high-power chargers, are concentrated into fleets, ✔ Size of charger load: While the charging load for a
and are clustered into industrial zones. This unique combina- MHD vehicle can range between 20 kW and 1 MW, the
tion of attributes will result in large spot loads for the grid, charging loads for LD vehicles are essentially fixed be-
potentially resulting in significant long-term transmission and tween 7 and 10 kW.
distribution system investment. ✔ Adoption models and drivers: There are a number of
Additionally, most MHD fleet locations and their corre- adoption models that target consumers and LD vehicle
sponding charging loads are not uniformly distributed across owners. Few models exist for MHD vehicles. Regula-
utility territories. From a planning perspective, such significant tions can drive adoption; however, most fleet operators
spot loading creates unique challenges for utilities and neces- will first focus on maintaining the operations.
sitates the need for utilities to understand the locations of the ✔ Vehicle datasets: California Department of Motor Ve-
loads. When analyzing the potential charging load of MHD hicles data, demographic data, and consumer behavior
vehicles and their corresponding impacts on the electricity data exist and are relatively easy to obtain for consumer
grid, there is a need for utilities to focus on three questions: 1) LD vehicles. Facility data, mileage data, the number of
Where will the load appear? 2) When will the load appear? 3) vehicles, and the fleet address are often more difficult to
How big will the load be? obtain for MHD fleets. Fleet operator tendencies of reg-
Along with the State of California, San Diego Gas & Elec- istering vehicles at a corporate headquarters rather than
tric1 (SDG&E) is actively working to assist its customers with where the vehicles are used can also lead to undercount-
the transition to ZEVs through several transportation electrifi- ing from reliance on data that may have been accurate
cation programs targeting MHD EVs. However, it is essential for LD vehicles.
to accurately estimate the MHD charging load for grid plan- These issues were recognized in an Electric Reliability
ning efforts. Hence, as part of this effort, the team worked Council of Texas EV allocation study, which noted that “unlike
together to develop an address-level, bottom-up approach to with LD vehicles, we do not have data on where MHD vehicles
estimate the impact of fleet electrification on the system. (across all fuel types) are currently located.” In addition, the
The initial case study area focused on the Otay Mesa com- study noted that “historical electric MHD vehicle adoption
munity, which contains two of the most active land ports of has been extremely limited, as a result, empirical relationships
entry between the United States and Mexico, representing between economic variables and electric MHD vehicle adop-
US$60 billion in annual trade, according to California–Baja tion levels have not been established.”
California border crossing and trade data from the San Diego These issues are at the root of the challenges stakeholders
Association of Governments, supported by significant num- face in examining MHD electrification. The inability to find
bers of MHD vehicles and distribution centers. Utilities have a dataset that indicates the locations and adoption propensity
traditionally not followed fleet centers as key accounts, cre- of MHD vehicle operators leads to the need for an address-
ating the challenge of now needing to understand where the level, bottom-up approach from novel data sources. Traditional
MHD charging loads will form. The proposed approach over- approaches can fail to address some of the main questions of
comes this hurdle and allows utilities to identify critical hot MHD impact analysis, such as “Where will the load occur?”
spots and estimate where the loads will occur, as well as the It is essential to allow utilities to determine larger concerns
impacts on feeders and substations to accommodate new elec- such as “Will there be enough capacity to accommodate this
trification demand. spot load?” The address-level approach provides the necessary
This article discusses the benefits of an address-level fidelity to answer these questions, allowing planners to prop-
approach to estimating the impact of MHD charging loads erly assess impacts on substations and feeders.
and how the approach is implemented to identify and estimate
MHD EV charging loads in the Otay Mesa area. Challenges and Gaps in Estimating
MHD Loads
Light-Duty and MHD Market Assessments To effectively estimate the MHD fleet load on the grid, the
These challenges facing utilities are exacerbated due to dif- utility needs to answer three questions: 1) Where will the load
ferences in understanding the charging load of light-duty appear? 2) When will the load appear? 3) How large will the
load be? The first question of “where” drives the main chal-
1
Registered trademark. lenge in understanding the impacts of MHD fleets and the
figure 1. The address-level process to estimate the load impact of MHD fleet electrification.
kW
egory with specific ZEV regula- 1,500
tions. The separation in the early
1,000
years exists because a higher per-
centage of mandated vehicles exist 500
in the pilot area.
0
1 11 21 31 41 51 61 71 81 91 101 111 121 131 141 151 161
Scenario Analysis by Varying
Hour of the Week
Charging Window
A case analysis around varying
the length of the charging window figure 3. Individual load profile examples.
is also performed. In this case, the
adoption cases in the “moderate
case” scenario were varied across three charging windows: 400
super off-peak, off-peak, and “whole charging window,” as
shown in Figure 6. 300
It can be seen from Figure 6 that there is not a significant
MW
200
difference between the off-peak and whole-window charging
windows, and these two curves track closely. However, the 100
compressed charging period of super off-peak results in sig-
0
nificantly higher peaks, with approximately 60% more peak 0:00 4:00 8:00 12:00 16:00 20:00 0:00
load when the charging window is compressed compared with Hour Of Day
the base case EV load.
figure 4. An example of the aggregated load profile of
Conclusions Otay Mesa.
Assessing the charging load impact of MHD vehicles poses
a challenge for any organization. Location plays a significant Large concentrations of vehicles, oversized chargers, and
role in determining projected loads as fleet facilities are not dense facility clustering all have the potential to create loads
uniformly distributed across an area. Assumptions on factors exceeding hundreds of MW in localized areas. Hence, the
such as adoption rates and charging windows can lead to vari- need to understand the potential impact is significant. Know-
ances in project loads, providing motivations for utilities to ing this information is essential to properly plan for MHD EVs
utilize an address-level/bottom-up, scenario-based approach and will ensure utilities can serve as an enabler of MHD elec-
when trying to project MHD charging loads. trification rather than an inhibitor.
600 100%
80%
400
60%
MW
40%
200
20%
– 0%
2020 2025 2030 2035 2040 2045 2050 2020 2025 2030 2035 2040 2045 2050
Follow Regulation Moderate Baseline Follow Regulation Moderate Baseline
(a) (b)
figure 5. A comparison of different adoption curves. (a) Aggregated demand MW: varying adoption curves. (b) EV pen-
etration percentage.
January 2025 Show Issue 1540-7977/24©2024IEEE ieee power & energy magazine 83
E
ELECTRIC UTILITIES HAVE HISTORICALLY CON- degrades over time, especially in high-wind or high-
tributed to the causes of up to 10% of all wildfires in vegetation conditions, air gaps in conductors and other
California, including some of the most devastating confla- materials such as insulation create arcing and heat, which
grations in the state’s history. California electric utilities become high risk and result in faults, such as arcing, that can
like Southern California Edison (SCE) work to combat the cause wildfires. The premise of this work is that when there
risk and impact of wildfires from many angles; SCE alone is an air gap in the path of conductance that emits heat, the
has invested over US$4.5 billion toward addressing wildfire electric signature of this equipment is different from the nor-
challenges as noted in their Wildfire Mitigation Plan (see mal conditions, and this can be detected from system mea-
“2023–2025 Wildfire Mitigation Plan” in the “For Further surements. This work focuses on identifying and detecting
Reading” list for more details). high-resolution point-on-wave [(POW) or waveform] arcing
One focus of the wildfire risk reduction efforts is pre- signatures in system measurements in order to detect arcing
venting energized high-voltage equipment from contacting conditions and prevent potential fire hazards.
foreign objects via undergrounding cables, replacing bare The most fundamental challenge of detecting arcing is in
metal conductors with covered conductors, trimming or quantitatively defining what arcing is and what it looks like
removing vegetation around equipment, and even deenergiz- in system measurements. As shown in Figure 1, many arcing
ing powerlines in areas of high risk during dry windstorms. signatures show subtle transients in currents that are diffi-
The utilities also increased the frequency and vigilance of cult to distinguish from noises in load currents. This makes
equipment inspections in high-fire-risk areas to replace them inadequate for threshold-based detection by their root-
aged and damaged assets like structures, insulators, and mean-square (rms) values. Moreover, arcing in distribution
pins before they fail. systems is even more difficult for several reasons. Longer
While these efforts have led to proven success, they circuit miles with more equipment components in distribu-
require significant workforce and infrastructure. To sup- tion systems mean more candidates for arcing, including at
plement this approach, SCE is testing and deploying new the secondary. In addition, fault currents at the secondary
data-driven technologies that can detect when equipment will be even less visible at substations due to the service
issues on the distribution electric grid may arise before transformers. Also, distribution systems typically have more
they ignite a fire. complex topology (such as unbalanced phases and single- or
As the causes of these fires are multifaceted, so must
be the solutions. Current fire prevention methods directly
address the source elements of fire (fuel, heat, and oxygen)
and fire conditions. However, this work tackles prevention
from a different angle: through detecting the heat element
of fire within a distribution system. Electrical equipment is
always emitting heat but, in healthy and normal conditions,
does not pose a significant fire risk. However, as equipment
70
60
50
Current (A)
40
30
Phase A
20 Phase B
Phase C
10
0 10 20 30 40 50
Time (s)
Point-on-Wave
(POW)
Measurements Preprocessing Feature Classification Identification
of Data Extraction • Binary Versus • Arcing type,
• Digital Fault Recorders
and Other • Segmentation • Seconds-Level Multi-Class Phase
Meters/Relays • Noise Removal Detection • Neural Network • Other
• Real-Time Digital • Milliseconds- Disturbance
Simulations Level Detection Events
• Grid Event Signature
Library
figure 4. An overview of the arcing detection algorithm with feature extractions in two different time scales.
concept are becoming more commercially available, and at the grid edge and centralized systems aggregating the data
utilities and researchers alike are teaming up to enhance into applications that inform grid operators of incipient fail-
solutions. Due to the volume of data produced and the devel- ure conditions.
opmental stage of this concept, data pipelines are employed
to bring vast amounts of time series waveform data to cen- Data-Based Arcing Detection
tralized big data systems where data scientists can then test in Distribution Systems
and build analytical models before deploying them. This Because of the unique challenges in detecting arcing sig-
technology is leading toward a hybrid of analytics running natures, it is critical to understand the characteristics of
150 400
300
100
200
50 100
Dimension 2
Dimension 2
0
0
–100
–50 –200
–300
–100
–400
–150 –500
–200 –150 –100 –50 0 50 100 150 –400 –300 –200 –100 0 100 200 300 400
Dimension 1 Dimension 1
(a) (b)
100 300
80
200
60
40
100
Dimension 2
Dimension 2
20
0 0
–20
–100
–40
–60
–200
–80
–100 –300
–150 –100 –50 0 50 100 150 –300 –200 –100 0 100 200 300 400
Dimension 1 Dimension 1
(c) (d)
Blown Fuse Line Switching Low Amplitude Arcing Transformer Energization
figure 5. The t-SNE plot of the feature vectors from the various signal processing techniques applied to the real-world grid
disturbance measurements from GESL. The techniques used are (a) SCF, (b) FFT, (c) amplitude and phase, and (d) raw data.
arcing in system measurements. These characteristics are are also being conducted on SCE’s representative distribu-
captured in machine learning algorithms as features, and tion systems. The parameters in an arcing module and the
the challenge is to effectively extract these features in order locations of arcing and sensing/measurement equipment are
to successfully identify anomalies. By crafting features that varied in simulations to capture diverse, potential scenarios
capture the essence of raw grid data, models can extract of arcing and to assess how different settings impact the per-
meaningful patterns and relationships from the data, lead- formance of the detection algorithm.
ing to more accurate detections and insights. The features Once POW measurements from actual distribution sys-
ultimately dictate the success or failure of an anomaly tems, simulations, and/or data repositories (in this case the
detection model. GESL) are obtained, the data are processed to remove noise
and break the raw measurements into time durations (about 2
Applied Feature Engineering to 20 s) that are computationally manageable. Features from
for Anomaly Detection these data segments are then extracted. Using these features,
There are several key considerations for feature extraction the segments are categorized against other types of events,
that apply to distribution grid data as follows: such as line switching and blown fuse events, to determine
1) Improving Model Interpretability: Features should instances of arcing. The results showed good accuracy,
be interpretable and enable transparency for building which was determined using classification techniques. The
trust in anomaly detection systems and making in- details of this approach and results are discussed in the fol-
formed decisions based on model outputs. For exam- lowing sections.
ple, a feature defined for step voltage change, when
used in conjunction with other features, can also help Seconds-Level Arcing Detection:
detect capacitor bank operations. Spectral Correlation Function
2) Handling Complex Data: Distribution grid data are Signal processing techniques are essential for feature engi-
rarely clean. They often contain missing values and neering, especially for waveform measurements. Well-
outliers that can hinder model performance. Feature known methods, such as the fast Fourier transform (FFT)
extraction can address these challenges by transform- and amplitude-phase, etc., have been widely used to dis-
ing raw data into a more suitable representation. An tinguish anomalies in these measurements. However, cur-
example of this is combining imperfect grid-edge data rent studies reveal that these conventional signal processing
and substation waveform recordings to extract mean- techniques are not effective in capturing intermittent tran-
ingful insights despite missing values. sient behaviors in signals, such as arcing. The spectral
3) Minimal Need for Labeled Data: Accurately labeling
power grid and equipment data often requires highly
trained experts and can be a time-consuming process. 1
Well-engineered features minimize the requirement
0.75
for labeled signature libraries as the hidden patterns
0.5
Normalized Current
0.0010
0
Level 1
Decomposition –0.0005
–0.0010
–0.0015
0 100 200 300 400 500 600
Coefficient Index
0.002
0.001
Level 2
–0.001
Decomposition
–0.002
–0.003
0 50 100 150 200 250 300
Coefficient Index
0.015
0.005
1
Level 3 0
0.75
Decomposition –0.005
0.5
Normalized Current
–0.010
0.25
–0.015
0 0 20 40 60 80 100 120 140 160
Coefficient Index
–0.25 Feature Vector
0.10
–0.5
Detail Coefficient Value
0.05
–0.75
–1
0 200 400 600 800 1,000 1,200 Level 4 0
–0.10
0 10 20 30 40 50 60 70 80
Coefficient Index
0.4
Detail Coefficient Value
0.2
0
Level 5
Decomposition –0.2
–0.4
–0.6
0 5 10 15 20 25 30 35 40
Coefficient Index
0.6
0.4
Detail Coefficient Value
0.2
Level 6 0
Decomposition
–0.2
–0.4
–0.6
0 2.5 5 7.5 10 12.5 15 17.5
Coefficient Index
figure 7. A diagram showing six levels of decomposition of waveform data into their wavelet coefficients. The greatest
energy differential value from consecutive segments at each decomposition level constitutes an element of a six-dimensional
feature vector for the original waveform data.
t-distributed stochastic neighbor embedding (t-SNE), on provides validity for the effectiveness of a distance-based
the measurements of grid disturbance events from the classification algorithm.
GESL. Figure 5 shows the t-SNE plots of the feature vec-
tors obtained from SCF, FFT, amplitude-phase, and raw Classification Results
data. SCF was the only method that was able to create To evaluate the effectiveness of DWT-based feature vectors
perimeters around different event types without overlaps, extracted from each segment, a k-nearest neighbors model
proving the effectiveness of its feature engineering for was trained and tested, to predict either a positive (arcing) or
arcing identification. a negative (nonarcing) label for each feature vector. Classi-
fier training and testing was repeated for 200 iterations, with
Milliseconds-Level Arcing Detection: the feature vectors randomly split into training and testing
Discrete Wavelet Transform subsets with a 9:1 ratio. The performance of classification
After classifying seconds-level waveform measurements (with the testing dataset) was then evaluated by calculating
as arcing, the milliseconds-level time scale was analyzed the Matthews correlation coefficient (MCC) and F1 score
to identify arcing occurrence(s) within the seconds period. metrics. The results are summarized in Figure 9. In Figure 9,
Segmentation at the milliseconds level enables the extrac- we see that all the MCC values are positive with an average
tion of frequency characteristics within a narrower window, of 0.92 across 200 iterations, indicating good classification
which enables greater differentiation of arcing and nonarc- with no tendency toward randomness or inverse correla-
ing components of the signal and detection of arcing events tions; the F1 scores promote a similar result, with most val-
on a shorter time scale. This step was performed by decom- ues being greater than 0.85 and having an average of 0.96
posing the milliseconds-level signal using discrete wavelet across 200 iterations. With no negative values observed for
transform (DWT), which provides a comprehensive repre- the MCC in any of the 200 iterations and with both the MCC
sentation that captures both the time and frequency informa- and F1 scores having averages around 0.90, the proximity-
tion of the signal. based classification performed well with the DWT-based
Each arcing current phase signal was segmented into five- feature vectors.
cycle windows, which was observed as the optimal window
length for capturing arcing behavior regardless of the nature Conclusions
of the waveform distortion and the given sampling rate of Arcing is a precursor to fire hazards in power systems, but
15,360 Hz. Each individual five-cycle segment that contained detecting it in distribution systems is difficult. This article
an arcing fault was labeled as an arcing segment. The arcing addressed relevant efforts and technologies to detect arcing
segments were identified based on the data provider’s anno-
tations, and every individual segment that did not contain an
arcing event was labeled as a nonarcing segment. An exam-
Arcing Segment
ple of an arcing segment is shown in Figure 6. 15 Nonarcing Segment
From each segment, detail coefficients were obtained for
six decomposition levels, as observed in Figure 7. From each 10
decomposition level, the greatest energy change differential
t-SNE Value 2
5
among cycles (represented by red boxes and dotted lines in
Figure 7) was computed. These values were then concat- 0
enated to form a six-dimensional feature vector for each
waveform segment. –5
Figure 8 shows the distribution of arcing and nonarc-
–10
ing feature vectors in the reduced feature vector space after
applying t-SNE. The feature vectors belonging to arcing
–20 –10 0 10 20
segments show a visible similarity to one another and vis- t-SNE Value 1
ible proximity. Feature vectors belonging to nonarcing seg-
ments have an observable separation from those belonging figure 8. The distribution of t-SNE values of arcing and
to arcing segments. The distribution of these feature vectors nonarcing feature vectors.
0.90
For Further Reading
“2023–2025 wildfire mitigation plan,” Southern Califor-
0.85 nia Edison, Sacramento, CA, USA, Apr. 2024. Accessed:
Sep. 23, 2024. [Online]. Available: https://www.sce.com/sites/
default/files/AEM/Wildfire%20Mitigation%20Plan/2023
-2025/SCE%202023%20WMP%20R2-clean.pdf
0.80 M. Kistler, F. Heleniak, and T. Varshney, “Practical ex-
perience with high-impedance fault detection in distribution
MCC F-1 Score systems,” in Proc. 46th Annu. Western Protect. Relay Conf.,
Spokane, WA. USA, 2019, pp. 1–12.
figure 9. The MCC and F1 score statistics over 200 ran- “Grid event signature library,” Oak Ridge Natl. Lab.
domized sampling and iterations of arcing detection classi- Lawrence Livermore Natl. Lab. [Online]. Available: https://
fier training and testing. gesl.ornl.gov/
O. Alaca et al. “Detection of grid-signal distortions us-
in distribution systems and focused on detecting arcing sig- ing the spectral correlation function,” IEEE Trans. Smart
natures in waveform measurements that can be obtained from Grid, vol. 14, no. 6, pp. 4980–4983, Nov. 2023, doi: 10.1109/
system measurement units such as digital fault recorders, TSG.2023.3309532.
protection relays, and power quality meters. Two different I. Chakraborty and J. Y. Joo, “Data-driven detection of
signal processing techniques were applied, SCF and DWT, low-current arcing events in power distribution systems,”
for extracting features in different time scales and identify- in Proc. IEEE/PES Transmiss. Distribution Conf. Expo.
ing arcing within these waveform measurements. Using the (T&D), 2022, pp. 1–5, doi: 10.1109/TD43745.2022.9816885
curated signatures in the GESL from anonymous utility field P. M. Bentley and J. T. E. McDonnell, “Wavelet trans-
measurements, this work obtained around or over a 90% forms: An introduction,” Electron. Commun. Eng. J., vol. 6,
accuracy of binary classification in milliseconds-level arcing no. 4, pp. 175–186, 1994, doi: 10.1049/ecej:19940401.
identification, depending on the metrics calculated.
With this encouraging result, the algorithm is being tested Biographies
against larger datasets of unlabeled measurements from the Jhi-Young Joo is with Lawrence Livermore National Labo-
field at SCE, as well as measurements from hardware-in- ratory, Livermore, CA 94550 USA.
the-loop simulations performed on an SCE distribution sys- Christabella Annalicia is with Lawrence Livermore Na-
tem. One interesting aspect of the application is making the tional Laboratory, Livermore, CA 94550 USA.
algorithm robust against different temporal resolution mea- Apoorv Pochiraju is with Lawrence Livermore National
surements. As the POW measurement systems are not stan- Laboratory, Livermore, CA 94550 USA.
dardized, the resolution of the datasets from systems vary, Ozgur Alaca is with Oak Ridge National Laboratory,
and the detection algorithm’s performance may be inconsis- Oak Ridge, TN 37830 USA.
tent depending on the anomalies of interest, the distance/ Ali Riza Ekti is with Oak Ridge National Laboratory,
impedance between the measurement and the anomaly, etc. Oak Ridge, TN 37830 USA.
Considering this, pathways for implementing the algorithm Michael Balestrieri is with Southern California Edison,
in various utility monitoring, operation, and protection set- Westminster, CA 92683 USA.
tings are being investigated along with variations in arcing Hamed Valizadeh Haghi is with Southern California
signatures depending on different factors with real-time dig- Edison, Irvine, CA 92618 USA.
ital simulations to help gain a better understanding of arcing Abder Elandaloussi is with Southern California Edison,
characteristics themselves and how they manifest in sensor Westminster, CA 92683 USA.
measurements. p&e
January 2025 Show Issue 1540-7977/24©2024IEEE ieee power & energy magazine 91
R
RECENT TECHNOLOGICAL ADVANCES AND POLICY The VPP Optimization Platform for
initiatives have led to the massive penetration of distributed Energy Market Participation
energy resources (DERs) into the distribution grid. DERs This section presents a cloud-based VPP aggregation plat-
include Internet of Things (IoT) smart devices, renewable form for creating VPPs and harnessing their capacity for
energy source generation, battery energy storage systems, participation in the wholesale and retail energy markets.
electric vehicles (EVs), demand response, and other fuel- The VPP platform aggregates, monitors, and controls IoT
based distributed generation connected behind the meter devices and other BTM DERs installed in residential and/or
(BTM) in many power systems around the world. The pro- commercial buildings, transforming them into grid-interac-
liferation of DERs creates significant opportunities but also tive efficient buildings (GEBs). The objective is to develop
poses new challenges to the power system from an opera- energy offers for the created VPPs that are offered as a sin-
tional and reliability perspective and from an economic and gle resource participating in energy, capacity, and ancillary
market perspective. services markets.
The core hardware technology underlying the VPP aggre-
Introduction gation platform consists of the following subcomponents:
The key challenges concern the coordination of such het- ✔ the cloud-based backend system (the cloud), which is a
erogeneous energy resources and their harmonization with closed secure cloud-based architecture segmented by
grid operations while creating opportunities for the DER microservices
aggregators (DERAs)/owners for the participation of such ✔ the gateways at the GEBs
resources in hierarchical energy market structures. DERs, ✔ smart thermostats for all heating, ventilation, and air
which come in all shapes and forms, could participate, conditioning systems in the GEBs
individually or through aggregations, in the form of vir- ✔ smart switches for all 220-V hot water heaters and
tual power plants (VPPs) in peer-to-peer markets, distri- other DERs in the GEBs
bution-level markets, and wholesale energy markets. The ✔ smart mesh network repeaters for areas needing im-
landmark Federal Energy Regulatory Commission (FERC) proved device connection reliability
Order 2222 has created a regulatory framework for foster- ✔ redundant Internet modems with remote power cy-
ing DER market participation and allowing DERs to bypass cling and data packet load balancing between the pri-
the distribution grid and directly participate in wholesale mary and secondary virtual private network (VPN)
energy markets. paths to the cloud
Just as different types of conventional power plants offer ✔ long-term evolution (LTE) cellular modem for third-
to the grid different types of services (e.g., nuclear plants party VPN access to the cloud
provide baseload generation), so can different VPP configu- ✔ a mobile app for tenants and a reporting portal system
rations. For example, VPPs can integrate distributed solar for the building owners and managers.
and storage. The majority of VPPs today strictly shape the The gateway and component devices are built to cre-
grid demand by orchestrating load-consuming-based DERs ate a GEB-wide closed network for all the common areas
and/or DERs that generate and store electricity for on-site while also providing user interfaces and individual control
use (e.g., demand-shaping VPPs). Other VPPs inject energy per each apartment unit for its occupants without requir-
back into the grid (exporting VPPs). VPPs can be used stra- ing a gateway device in each apartment. The result is
tegically to shed demand on the grid during shortages, shift fewer components to fail, lower hardware costs, less main-
demand from peak to off-peak hours, or provide ancillary tenance, and faster installation time. The gateway in the
and other grid services to satisfy the needs of the distribution GEBs communicates live with the cloud computing back
and/or transmission grid and reshape baseload consumption. end and, from there, over the Internet to the wholesale and
This article highlights a process for aggregating hetero- retail energy markets. The networked control adapters
geneous BTM DER smart devices into VPPs for whole- measure energy that flows through the wire (and through
sale energy market participation. It also presents a novel the adapter) to measure energy and thus, also energy cur-
methodology representing VPPs in the wholesale market, tailment at each energy-consuming device. The gateway
like conventional resources, through a supply function that supports, in addition to IoT smart devices, EV chargers,
determines the optimal VPP energy offers as a function of rooftop and parking lot solar, and battery energy storage
the wholesale price. The supply function is designed so as systems. The system has been tested in actual realistic
to harness maximum DER value from market participation configurations and is able to become the energy logic con-
while controlling availability risk so as to meet the indepen- troller for the GEBs; in a nutshell, it can be used as a build-
dent system operator’s (ISO’s) compliance standards. Supply ing “microgrid starter kit.” The local area network (LAN)
functions-based energy offers for wholesale energy market within the building is based on a mesh architecture among
participation are data driven and are determined based on all the devices in the GEBs (Figure 1); all the thermostats,
the offline sampling of actual DER usage data from actual hot water heater adapters, and other DER assets are con-
installations of DER assets. nected in a mesh topology.
While the architecture is capable of supporting any ISOs for market participation (“northbound” signaling) are
mesh network technology, the VPP platform currently sup- architected to pass through the Ethernet port or the LTE
ports the Z-Wave protocol over low-frequency networks cellular connection. For enhanced security, the VPP aggre-
(908 MHz in the United States), which are much better at gation platform offers virtual firewall services available on
penetrating walls and floors compared to higher frequency the controller at the Ethernet port level as it is expected
signals, such as those used in Wi-Fi. All the IoT smart that certain advanced grid services will have heightened
devices and other DERs are connected together in this grid security requirements. In this meshed network, DER
Z-Wave meshed network of curtailment-capable and gen- devices can communicate with one another by using inter-
erating DER devices. Communications out from the GEBs mediate nodes to actively route around and circumvent
over the Internet to the cloud and eventually to all the GEB obstacles or radio dead spots that might occur in
the multipath environment of the
GEB units.
The VPP aggregation platform
and controllers are networked
together on a GEB site using
ethernet and other wireless tech-
nologies to create a cluster of hub/
controllers that can share the wide
area communications infrastruc-
ture at a site to communicate
securely to the cloud using VPN
connections. The networking
architectures used in a GEB and
among the apartment units use
Wi-Fi only for inter-hub network-
ing. All GEB tenant communica-
figure 1. Looking “inside” a GEB at its meshed network for DER devices. tions are over Z-Wave (Figure 2).
Tenant’s Router
Smart
Thermostat Z-Wave Wi-Fi
Tenant’s
Cabled Broadband
Z-Wave Broadband
ata
ar D
C ellul Mobile
Cloud
Smart On/Off Cellular Application
Switch, Hot Water Backup
Gateway
The VPP Optimization Platform access to their smart devices and manages communications
Architecture to dashboards and other web services. The artificial intel-
The technology operates on a DER device level (not aggre- ligence (AI)-based data enrichment microservice is based
gated VPP level) and deploys priority tranches and stochastic on a classical machine learning (ML) algorithm, called Iso-
distributed computing to coordinate and control the demand lation Forest (iForest), which is an unsupervised algorithm
shaping of various groupings of devices that are assigned to dif- and works on the principle that usage data anomalies are
ferent activation tiers. The BTM DER devices switch between rare and different and hence, easier to isolate in a decision
various states according to a modified Markov model. The tree. Based on our experience, this assumption is considered
customers are not directly exposed to dynamic spot energy to be realistic. The advantages of the iForest ML algorithm
market prices but instead are represented by intermediary are as follows:
DERAs, employing the VPP paradigm to participate in 1) It is an unsupervised algorithm that can be trained
wholesale energy market trading activities, consistent with with or without anomalies.
the FERC Order 2222. Individual agreements between 2) It can work with high-dimensional data.
DERAs and individual end users determine the demand 3) It is efficient with respect to time and space complexity.
flexibility in terms of the tier of service provided by each 4) The execution of this process requires the application
DER device. The determination of which DER device in the of the following methodology steps: 1) data normal-
VPP aggregation will consume/produce power and at what ization and preprocessing to convert the raw DER
times is implemented through aggregation and virtualized usage data into a form that can be consumed by the
network control. algorithms and 2) data enrichment where normalized
The cloud-based BTM DER optimization platform archi- data are further enriched by a) historical ML indices,
tecture is based on a software-as-services (SaaS) framework, b) the latest configuration and operational settings of
as shown in Figure 3. It deploys application programming devices (e.g., settings of a given device on a given day
interfaces (APIs) for all functionalities and microservices and or week), and c) human advisories (e.g., taking out
is agnostic to DER device appliances; it also provides a gate- anomalous behavior of one particular day).
way digital twin and digital lake capability. It is very flexible The device management microservice keeps track of the
and can scale at negligible incremental costs. The cloud ser- device state and modifies its state as needed. The device
vices in the SaaS optimization platform architecture run asyn- management microservice coordinates device communi-
chronously from each other in the VPP platform, including the cations, including making sure the device state is current,
cloud, gateway, and other applications. The SaaS platform pro- ensuring that the device is available, logging commands to
vides multiclient support for all internal system components the device, and updating the device state to the rest of the
(such as the gateways) and external stakeholders [such as secu- system. The energy modeling microservice keeps track of
rity, third-party services, web applications, ISOs, transmission DER usage data and their past activations, past performance,
system operators, distribution system operators (DSOs), and and other metadata for predicting future DER energy use
local energy markets, etc.]. All the communication between estimates. This microservice also collects data from exter-
the VPP optimization platform and third-party service provid- nal services like weather forecasting services and property
ers follows zero-trust and end-to-end security principles. and real estate data that could impact usage and tenants.
The Internet-Connected Devices Microservice group DER device states can change on a minute-by-minute basis,
extends the cloud control and management to devices out- allowing the cloud to modify their state for curtailment/pro-
side of the VPP optimization platform hub’s managed duction activations.
devices. This group is separate from the others in that it has The cloud-based BTM DER optimization platform archi-
additional security firewalls and encryption requirements tecture is designed to unlock the value of a very large number
that distinguish connections only to authorized equipment of heterogeneous small DER assets at the edge of the grid,
and servers. This group has hooks ready to support addi- make them visible to energy markets at scale to improve
tional devices and equipment to support future growth. The the resilience of the grid, and offer several grid ancillary
External Actors group is a general category for all the other services. The created VPP, based on numerous field tests,
services and functions that are not hardware devices. This is can emulate dispatchable conventional generators, as shown
a collection of microservices that handles end-user remote in Figure 4. In particular, we focus on the curtailment of
Energy Demand/
Producers Consumers Trading
Storage Generation
WebApp DSO API GW Distribution
Operator
Digital Twins
UI API GW
DER API GW
Facility
figure 3. The SaaS VPP optimization platform. Auth.: authorization; Mgmt.: management; Ctrl.: control ; FDEMS: Facility Energy Management System; WebApp:
web application.
Cloud
Supply KWh.
figure 4. The VPP demand resource portfolio creation for market participation. Prob. of Curtail.: probability of
curtailment.
Energy Yield Estimation year. The data are classified into different classes based on
The methodology focuses on small loads at the scale of consumers’ preferences. For this purpose, a double filtering
individual appliances, households, or GEB buildings approach is deployed to cluster the data using two algo-
that would otherwise not be deployable as demand-side rithms (K-means and hierarchical). The K-means algorithm
resources by the ISO due to their large number and infor- partitions the dataset into K-predefined distinct nonover-
mational requirement or failure to meet availability criteria lapping subgroups (clusters) where each data point (i.e.,
for market participation due to the uncertainty of the active individual normalized load profile) belongs to only one
energy used at any particular point in time. Controllable group. The algorithm assigns data points (i.e., individual
demand is characterized in terms of capacity increments normalized load profiles) to a cluster. The hierarchical
and accounts for the uncertainty of harvested energy result- approach is then applied to reduce the number of clusters
ing from the curtailment of such capacity segments. These derived from the first stage to a desirable number based on
DER devices are typically BTM, but the design methodol- a similarity metric.
ogy can also accommodate devices in front of the meter
to allow the full or partial curtailment of loads through Energy Yield Beta Probability
fuse limiters based on demand subscription protocols. A Distribution Functions
key aspect of controllable load segments is the uncertainty The reduced energy yield data are then fit to conditional beta
of energy yield resulting from the curtailment of known probability distribution functions, using the ambient tem-
nameplate capacity. perature, the location, and the hour of the day as the three
The energy yield of various smart IoT devices and DER independent observable conditioning variables for each
assets is an important element in calculating the demand- DER device. Temperature data are grouped in predefined
based supply function of an integrated VPP for market temperature bins, resulting in a small number of clusters for
participation. The demand-based supply function takes each temperature value within each bin. It is evident that
the form of energy reduction as a function of the market by increasing the number of clusters, less information is
clearing price per KWh. Based on the composition of the expected to be included in each of them. Hence, the meth-
contract VPP portfolio and the energy yield statistics of odology is applied in a way that the full information coming
the curtailable load segments, the DERA can construct the from the actual DER usage dataset is included in the clus-
demand-based supply function by maximizing expected ters. For different city locations, the segmentation analysis
returns. The resulting supply function emulates a conven- based on the temperature binning is different due to the dif-
tional generator offer curve. The awarded quantity is then ferent temperature profiles in each location.
realized through the deployment of load control by the Figure 5 illustrates a typical beta distribution for the
cloud algorithm. energy yield for bin range from 55 °F to 60 °F at a specific
In general, the DERA may also integrate and submit to location in the Electric Reliability Council of Texas, Inc.
the wholesale market nondispatchable variable resources, (ERCOT) region. As the ratio beta/alpha increases, the
such as rooftop solar panels, that are deployed as a part of energy yield distributions are tilted to the left and get closer
the VPP. The output of such resources is also a random vari- to the intersection of the two axes. In other words, as the ratio
able represented by a probability distribution. In such a case, increases, the probability of a consumption point lying out-
the VPP dispatch amount will depend on the realized out- side the interval [0,0.1] constantly decreases.
put of the noncontrollable variable resources, and the supply
commitment is a composite of these resources’ output and Energy Yield Joint Beta Probability
the demand curtailment. Distribution Functions
The energy yield estimation that is adopted for each To the extent that the derived supply function represents
device type, such as hot water heaters, is data driven based multiple time segments, temperature bins, or locations,
on 1-min actual usage data for an entire year from a large the corresponding conditional energy yield beta distri-
number of GEB buildings in various locations (to capture bution functions need to be combined into joint distribu-
the location city dependency). These data are first aggre- tions that will be used in the supply function derivation.
gated into hourly resolutions to create normalized load This is achieved in accordance with the laws of condi-
profiles for each day for every customer and for the whole tional probabilities.
It is also important to highlight that the framework can Supply Function Derivation
be scaled up accordingly depending on the number of inde- This section presents the methodology of the VPP supply
pendent external conditioning variables that need to be con- function derivation along with a sensitivity analysis and a
sidered. This will depend on the granularity of the supply numerical illustration that will guide the selection of risk
function offers, which may vary across ISOs. For example, control parameters in actual market implementations. For
the California ISO allows zonal offers (with 23 distinct the purpose of illustration, a single time period (hour) is
zones) in its compliance proposal to the FERC Order 2222, considered, and it is assumed that the DERA holds a port-
while other ISOs allow only nodal offers. folio of N contracted demand-side resource types that are
The possibility of reducing the number of condition- sorted into virtual pools or tranches, which are available
ing variables as much as possible without substantial loss for curtailment at that time period and denoted by an index.
of information to produce the least possible number of The assignment of specific physical devices over time to
the supply functions based on possible scenarios was the different tranches is handled by a separate algorithm
evaluated. Specifically, the conditioning on temperature that accounts for the device’s nominal priority, the alloca-
subsuming the conditioning on location and on season tion of dispatchable capacity over the hours of the day, and
was evaluated. Unfortunately, the results of the analysis the time since the last activation. In particular, a device that
suggested that conditioning on temperature cannot sub- has been curtailed is moved to the top priority tranche (last
sume the conditioning on location (for most locations) to be activated) and brought down gradually to its nominal
and season. Hence, the location is crucial and cannot be tranche so as to reduce the probability of a device being
omitted in the derivation of the supply functions. This curtailed too frequently.
conclusion is of major importance because it highlights In each bidding interval, a priority tranche is character-
the complexity of the problem due to the many different ized by the following parameters: 1) marginal cost (MC) per
factors that can influence the results. Location is impor- KW capacity per hour of curtailment, 2) available KW capac-
tant, and along with the hour and the temperature indi- ity, 3) curtailed KW capacity, and 4) energy yield distribu-
ces, it constitutes one of the main parameters that have a tion. The curtailment cost is an approximate cost, calculated
strong influence on the consumption patterns and there- offline, that captures all the cost components associated
fore on the supply functions. with the curtailment of a device, including amortized equip-
ment cost, compensation paid to
the customer, and lost opportu-
Beta Distribution nity cost. The supply function
needs to specify the total cur-
10 Temp_id = 5 tailed energy as a function of the
Alpha = 4 wholesale energy market price.
Beta = 43 Thus, the DERA needs to decide
8
how much capacity to curtail at
each price and how much energy
Probability
6
to offer, taking into consideration
the tradeoff between potential
4 revenue for offered energy ver-
sus shortfall penalty, character-
2 ized in terms of a penalty factor,
for energy reduction that does not
0 materialize due to uncertain yield.
The penalty does not necessarily
0 0.2 0.4 0.6 0.8 1
Values of Random Variable X (0, 1)
represent the actual monetary
penalty imposed on the DERA
figure 5. The beta distribution for the temperature bin (from 55 °F to 60°F) for a loca- but can be interpreted as a means
tion in the E RCOT region. of controlling the shortfall risk; it
4
3.5
3 0.25
Expected Shortfall/K
2.5 0.2
2
0.15
1.5
1 0.1
0.5 0.05
0
0 0.2 0.4 0.6 0.8 1 0
–0.5 0 0.2 0.4 0.6 0.8 1
(a) Gamma
(b)
25
0.5
20
0.4
15
0.3
p/c
Q/K
10 0.2
5 0.1
0 0
0 0.2 0.4 0.6 0.8 1 0 0.2 0.4 0.6 0.8 1
Gamma Gamma
(c) (d)
figure 7. Offer parameters and delivery risk sensitivity to the penalty factor gamma. (a) Yield distribution (beta 3,10).
(b) Expected shortfall/capacity as a function of gamma. (c) The trigger price-to-cost ratio (p/c) as a function of gamma.
(d) Offer quantity/capacity (Q/K) as a function of gamma.
penalty factor penalizing energy shortfall is assumed to U.S. Department of Energy, under the ETA Award
be the wholesale price divided by a parameter gamma. DE- AR0001281. The views and opinions of the authors
Figure 7 shows the sensitivity to gamma of the expected expressed herein do not necessarily state or reflect those of
energy shortfall to the curtailed capacity ratio, the opti- the U.S. Government or any agency thereof.
mal energy offers to the curtailed capacity ratio, and the
tranche activation point expressed as the ratio of activation For Further Reading
price to curtailment cost. To achieve an expected shortfall A. Papalexopoulos, J. Beal, and S. Florek, “Precise mass
of 5% of curtailed capacity, we would choose gamma = market energy demand management through stochas-
0.6, which implies the curtailment of the tranche capacity tic distributed computing,” IEEE Trans. Smart Grid,
if the wholesale price exceeds about five times the curtail- vol. 4, no. 4, pp. 2017–2027, Dec. 2013, doi: 10.1109/
ment cost per KW capacity and offering about 25% of the TSG.2013.2263396
curtailed capacity as energy reduction. A. Papalexopoulos, “The evolution of the multitier
hierarchical energy market structure and the emergence of
Summary and Conclusion the transactive energy model,” IEEE Electrific. Mag.,
The massive penetration of DERs and IoT devices in the vol. 9, no. 3, pp. 37–45, Sep. 2021, doi: 10.1109/MELE.
grid is creating significant opportunities but also poses 2021.3093598.
new challenges to the power system from an operational C. Clay, and S. Oren, “Firming renewable power with de-
and market perspective. The key challenges concern the mand response: An end to end aggregator business model,”
coordination of a very large number of small heteroge- J. Regulatory Econ., vol. 50, no. 1, pp. 1–37, May 2016, doi:
neous energy resources at the edge of the grid and their 10.1007/s11149-016-9301-y.
harmonization with grid operations while creating oppor- H.-p. Chao, “Competitive electricity markets with con-
tunities for the DERAs/owners for the participation of such sumer subscription service in a smart grid,” J. Regulatory
resources in hierarchical energy market structures. DERs Econ., vol. 41, no. 1, pp. 155–180, Jan. 2012, doi: 10.1007/
could participate, individually or through aggregations, in s11149-011-9179-7.
the form of VPPs BTM in wholesale energy markets con- S. R. Schiller, L. C. Schwartz, and S. Murphy, Perfor-
sistent with the landmark FERC Order 2222. This order mance Assessments of Demand Flexibility From Grid-
has created a regulatory framework for allowing DERs Interactive Efficient Buildings: Issues and Considerations,”
to bypass the distribution grid and directly participate in Berkeley, CA, USA: Lawrence Berkeley National Labora-
wholesale energy markets. tory, 2020.
This article presents a process for integrating heteroge- E. Kardakos, C. Simoglou, and A. Bakirtzis, “Optimal
neous BTM DER smart devices into VPPs for wholesale offering strategy of a virtual power plant: A stochastic Bi-
energy market participation. It also presents a VPP offer level approach,” IEEE Trans. Smart Grid, vol. 7, no. 2, pp.
methodology via supply functions determining the optimal 794–806, Mar. 2016, doi: 10.1109/TSG.2015.2419714.
VPP energy offers maximizing DER value from market
participation. The supply functions are determined based Biographies
on offline sampling of actual DER usage data from actual Alex Papalexopoulos is with ECCO International and
installations of DER assets. ZOME Energy Networks, San Francisco, CA 94104 USA.
Shmuel Oren is with the Graduate School at the Univer-
Acknowledgment sity of California at Berkeley, Berkeley, CA 94720 USA.
The work presented in this article was funded in part by Hung-po Chao is with Energy Trading Analytics,
the Advanced Research Projects Agency-Energy (ARPA-E), Phoenixville, PA 19460 USA. p&e
100 ieee power & energy magazine January 2025 Show Issue
The Red Sea
Microgrid
A 100%-Renewable Grid
for the New City
T
THE RED SEA PROJECT STANDS AS A CORNERSTONE Furthermore, the nature reserve within the Red Sea Proj-
of Saudi Arabia’s ambitious Vision 2030, encompassing an ect is a sanctuary for rare wildlife, like Arabian leopards,
expansive 28,000 km2 along the Red Sea coast. This vision- Arabian wolves, Arabian wildcats, and falcons. Emphasiz-
ary project aims to establish a premier sustainable luxury ing sustainability, the project aims to have a net positive
tourism destination on the west coast. Central to its design impact on biodiversity, setting new benchmarks for environ-
are 50 luxurious hotels boasting 8,000 guest rooms, spread mental stewardship in luxury tourism development.
across 50 pristine natural islands along 200 km of pic- To achieve its sustainability goals, the Red Sea Proj-
turesque coastline. The location of the Red Sea Project is ect plans to cap annual tourist visits at 1 million, ensur-
shown in Figure 1. ing responsible management of resources and conserva-
tion efforts. This commitment underscores its aspiration
Introduction to lead global standards in sustainable tourism, thereby
A focal point within the project is the Al Wajh Lagoon, encom- elevating Saudi Arabia’s profile on the international tour-
passing 92 islands over 2,081 km2. This ecologically rich area ism stage.
supports diverse habitats, including coral reefs and mangroves, A distinctive feature of the Red Sea Project is its energy
and endangered marine species, such as hawksbill turtles. infrastructure, which operates independently from Saudi
Notably, the region also features dormant volcanoes with a Arabia’s main electric power grid. It utilizes a pioneering
historical record of activity dating back to the 17th century approach with a grid-forming (GFM) battery energy stor-
AD. Located in Al-Ula, approximately 200 km from the Red age system (BESS) and a 400-MW solar photovoltaic (PV)
Sea Project, the UNESCO World Heritage Site of Hegra, also system to deliver 100% renewable energy across what is the
known as Mada’in Salih, s howcases remnants dating back to world’s largest microgrid project of its kind. The 1.3-GWh
the Nabataean Kingdom (the first century AD). BESS ensures a continuous power supply, with biodiesel
generators reserved for emergency backup.
Digital Object Identifier 10.1109/MPE.2024.3433318
Unlike similar large-scale GFM BESS projects deployed
Date of current version: 11 November 2024 globally (see Badrzadeh et al.), the Red Sea Project’s BESS
January 2025 Show Issue 1540-7977/24©2024IEEE ieee power & energy magazine 101
operates in permanent islanding mode, maintaining grid sta- services, such as seawater desalination plants, sewage treat-
bility without linking to a bulk power system. The microgrid ment plants, and solid-waste treatment plants.
supports a variety of loads, including commercial and indus- The addressing of technical challenges, such as autono-
trial facilities, the Red Sea International Airport, and utility mous operation, black start, large transformer energization,
and fault ride-through, was the key focus during the sys-
tem’s design and commissioning phases, which concluded
in October 2023. Since then, the microgrid has been fully
operational, setting new standards for sustainable energy in
large-scale utility infrastructures.
figure 2. A solar PV plant and BESS plant at the Red Sea Project.
102 ieee power & energy magazine January 2025 Show Issue
electrical interconnections. A simplified schematic of the main The microgrid employs a hierarchical control structure to
grid and one of the small grids is presented in Figure 3. manage power distribution among different substations effec-
The main grid includes two solar PV farms (Solar Farm 1 tively throughout the day and night. This system includes
and Solar Farm 2) with a combined capacity of 324 MWac. three levels of control structure, as shown in Figure 4.
There are three BESS plants with a total capacity of 225
MW/1.3 GWh located at Solar Farm 1, Solar Farm 2, and The Primary Control
Coast Village. Furthermore, biodiesel emergency backup The GFM control strategy is used as the primary control
generators with a total capacity of 102 MW are situated for the BESS, which operates the BESS as a virtual syn-
at Solar Farm 1, Solar Farm 2, and Shura Island. Each of chronous generator (VSG) and provides autonomous droop-
the three small grids—Desert Rock, Southern Dunes, and based frequency and voltage regulation. The primary
Sheybarah Island—features a 5-MWac solar PV plant, a control responds to transient active power and reactive
5-MW/18-MWh BESS, and two 1.9-MW emergency bio- power disturbances, such as loss of generation and/or load,
diesel generators. Altogether, 25 biodiesel generators with cut-in/cut-out of the shunt reactors and the underground
a combined capacity of 112 MW are configured to use envi- cables, energization of the transformer, start-up/shutdown
ronmentally friendly B100 biofuel. of the induction motors, etc. The primary control character-
Despite not being connected to Saudi Arabia’s national istics ensure automatic frequency and voltage recovery by
grid, the electrical system of the Red Sea Project adheres autonomously balancing active power and reactive power in
to the grid codes of Saudi Arabia, ensuring compliance the steady state and transient states, given that there is suf-
with power quality standards, including voltage and current ficient spinning reserve for both active power and reactive
harmonic distortions, flicker, and variations in voltage and power in the microgrid.
frequency.
The Secondary Control
Microgrid Operation Strategy After the activation of the primary control due to a disturbance,
Solar PV power serves as the primary energy source for the the frequency and/or voltage may deviate. The secondary
Red Sea microgrid during the daytime. Excess solar energy control, once the primary control has brought the system to
is stored in the BESS, which then discharges to supply power a new steady-state operation, establishes new set points for
overnight. In cases where the BESS depletes because of the primary controls to regulate the microgrid’s active power
adverse weather conditions or other factors, biodiesel gener- and reactive power flow and adjusts the frequency and volt-
ators are activated to maintain an energy balance until solar age to the desired values. As shown in Figures 3 and 4, the
PV generation resumes. active power sources of the system consist of PV generation
222 MWac 75 MW 4*18.5 MW 2*20 Mvar 101 MWac 75 MW 9*1.9 MW 2*20 Mvar 5 MWac 5 MW 2*1.9 MW
PV BESS Gensets SVGs PV BESS Gensets SVGs PV BESS Genset
110 kv
Shura Coast
33 kv Airport 33 kv Island 33 kv Village 33 kv
Airport SVGs Reactors Hotels Gensets SVGs Hotels BESS SVGs Hotels
6 MW 2*10 Mvar 2*40 Mvar 24 MW 6*1.9 MW 2*20 Mvar 84 MW 75 MW 2*20 Mvar 1.8 MW
(a) (b)
figure 3. Simplified diagrams of the Red Sea Project microgrids. (a) A schematic diagram of the main grid. (b) A schematic
diagram of one small grid. SVG: static var generator; SD: Southern Dunes; DR: Desert Rock; SHEY: Sheybarah island.
January 2025 Show Issue ieee power & energy magazine 103
units, BESS units, and diesel generator units, while the reac- power and the biodiesel generator power to ensure
tive/voltage sources include a static var generator (SVG, or sufficient charging and discharging power capability
STATCOM), solar PV generation units, and shunt reactors. (spinning reserve)
The frequency is a global signal in the microgrid, and 4) starting up and shutting down appropriate combina-
the secondary frequency control is implemented through the tions of biodiesel generators based on overall efficien-
dispatch of all of the active power sources in different loca- cy optimization in low-SOC scenarios of the BESS.
tions of the microgrid. This includes Figure 5 shows a typical operation profile of the
1) curtailment control of the solar PV generation systems microgrid:
based on spinning reserve requirements and BESS 1) During the daytime, the solar PV generation power is
state of charge (SOC) limits during the daytime partially consumed by the load and charges the BESS
2) frequency set-point regulation of the GFM BESS with 175 MW, leaving about a 50-MW charging pow-
plants er margin for grid transient stability.
3) power generation set-point regulation of the biodiesel 2) After sunset, the BESS transitions from the charging
generators when they are online. state to the discharging state. Figure 5 also highlights
The voltage is usually a local signal, especially for the that the BESS SOC only reaches about 70%; thus, it can-
main grid with more than 100 km of underground 110-kV not provide continuous power supply for the entire night.
cables. The secondary voltage control is a multiobjective 3) After midnight, the BESS SOC drops to the lower
regulation issue, considering the reactive power flow and the limit, and the diesel generator starts up to supply suc-
locally available reactive power sources in the microgrid. cessive power.
4) When the solar PV system resumes power generation
The Tertiary Control the following day, the diesel generator shuts down and
The tertiary control is performed by the energy manage- the BESS resumes charging.
ment system to provide economic and reliable dispatch of 5) Because of a high level of irradiation, the BESS is
the microgrid. The functionality of the energy management charged to an SOC of 90% and can continuously sup-
system includes the intraday energy balance dispatch of the ply power to the load during the following night with-
power resources based on the solar PV forecasting system out the need for diesel generator assistance.
and the load power forecasting system. This includes
1) charging the BESS with surplus solar PV generation GFM BESS
power during the daytime and discharging the BESS Despite being an emerging technology, the GFM BESS
to the load at night serves as a foundational element in the Red Sea Project’s
2) maintaining sufficient loading capability (spinning re- microgrid, primarily used for frequency and voltage stabiliza-
serve) for the GFM BESS of the microgrid by limiting tion. Biodiesel generators are relegated to emergency backup
the solar PV generation power during the daytime roles, while the GFM BESS actively manages and regulates
3) maintaining the SOC of the BESS within the upper frequency and voltage to address disturbances and ensure
and lower limits by regulating the PV generation continuous, stable operation.
Energy
Economic Dispatch
Management Tertiary
and Safety Operation
System Control
Margin Management
Distributed Voltage
Primary and Frequency Droop
Control Control with
GFM BESS
PV BESS Gensets SVGs BESS SVGs PV BESS Gensets SVGs
Solar Farm 1 Coast Village Solar Farm 2
figure 4. The hierarchy of the control structure of the Red Sea microgrid.
104 ieee power & energy magazine January 2025 Show Issue
350
PV Generation Capability
300 PV Generation Power
250 Load Power
Genset Power
Power (MW)
200
150
100
50
0
5 15 25 35 45 55
Time (Hours)
(a)
120 60
SOC (%)
100 50
80 40
60 30
40 20
20 10
0 0
5 15 25 35 45 55
Time (Hours)
(b)
figure 5. An operation profile of the Red Sea microgrid. (a) Power of the PV, Genset, and load. (b) Power and SOC of
the BESS.
January 2025 Show Issue ieee power & energy magazine 105
The primary challenge in the synchronized black-start process
involves managing the synchronization and circulating current
control for more than 400 PCS units.
Significant differences in GFM capabilities between the or partial shutdown without depending on external systems.
traditional diesel generators and the GFM BESS are out- In the case of the Red Sea microgrid, which is a sizable
lined in Table 1. Figure 7 illustrates the conceptual control electrical system, the reactive power demand due to cable
systems for both the diesel generator and the GFM BESS. capacitance is notably high. Therefore, a synchronous ramp-
The virtual governor and virtual exciter are the two princi- up black start is implemented using the GFM BESS. During
pal control components within the GFM BESS, based on the the black-start procedure, a BESS plant with a capacity of
VSG control algorithm. These components are designed to 75 MW and more than 400 PCS units acts as the starting
emulate the traditional systems found in synchronous gen- source, ramping up the entire grid, including all 110-kV
erators—the virtual governor mimics a rotating governor for transformers and cables. The primary challenge in the syn-
frequency regulation, while the virtual exciter replicates a chronized black-start process involves managing the syn-
conventional excitation system for voltage regulation. The chronization and circulating current control for more than
energy for the GFM BESS, as shown in Figure 7, is primarily 400 PCS units. Figure 8 displays the voltage and current
sourced from solar PV power and other renewable resources. waveforms observed during the black-start process.
table 1. A comparison of the diesel generator and the GFM BESS in the microgrids.
(a) (b)
figure 7. Conceptual control system structures of (a) the synchronous generator and (b) the GFM BESS.
106 ieee power & energy magazine January 2025 Show Issue
trips or scheduled maintenance.
30
The inrush current generated Ua
when a transformer is energized 20 Ub
can be six to eight times greater
Voltage (kV)
10
than the nominal transformer cur-
0
rent, potentially triggering over-
current protection in the GFM –10
BESS and causing a blackout in –20
the microgrid. In large microgrids –30
with multiple transformers, a phe- 10 20 30 40 50 60
nomenon known as sympathetic Time (s)
(a)
inrush can occur, where the ener- 200
gization of one transformer affects la
150
others that are already active, lb
100
leading to even higher peak cur-
Current (A)
50
rents. These sympathetic inrush 0
currents can persist for several –50
seconds, unlike the typical inrush, –100
which decays within a few cycles. –150
The major challenge during trans- –200
10 20 30 40 50 60
former energization is ensuring
Time (s)
even distribution of the inrush cur-
(b)
rent and rapid current limitation to
maintain synchronization of the figure 8. Black start with capacitive 110-kV cable load. (a) Voltage waveforms.
GFM BESS without disrupting (b) Current waveforms.
grid stability. Figure 9 illustrates
the transformer energization wave-
Voltage (kV)
25 VanMV
forms during the commissioning of
VbnMV
a 90-MVA transformer within the 0
VcnMV
main grid of the Red Sea Project. –25
0.4 0.5 0.6 0.7 0.8 0.9
Time (s)
Fault Ride-Through (a)
Short circuit faults, caused by con-
1.2
Voltage (pu)
January 2025 Show Issue ieee power & energy magazine 107
Voltage (kV)
fault ride-through, demonstrate
25 Van the microgrid’s advanced techni-
0 Vbn
Vcn cal achievements and robustness
–25
in handling diverse operational
0.48 0.5 0.52 0.54 0.56 0.58 0.6 0.62 0.64 0.66 challenges.
Time (s)
(a) Acknowledgment
Voltage (pu)
0
of Saudi Arabia.” Public Investment
lb
lc
Fund (PIF). Accessed: Aug. 1, 2024.
–5,000
[Online]. Available: https://www.pif.
0.48 0.5 0.52 0.54 0.56 0.58 0.6 0.62 0.64 0.66
gov.sa/en/our-investments/giga
Time (s) -projects/red-sea-global/
(d) “The red sea.” Red Sea Global.
figure 10. Fault ride-through transients of the Red Sea microgrid. (a) Instantaneous Accessed: Aug. 1, 2024. [Online].
voltage waveforms of the medium-voltage bus. (b) Root-mean-square voltage wave- Available: https://www.redseaglobal.
forms of the medium-voltage bus. (c) Current waveforms of the non-fault feeder of com/en/our-destinations/the-red-sea
the BESS plant. (d) Current waveforms of the fault feeder of the BESS plant. “The Saudi Arabian grid code.”
Saudi Electricity Company. Ac-
(as depicted in Figure 3). The fault ride-through procedure cessed: Aug. 1, 2024. [Online]. Available: https://www.se.
includes the following two critical steps: com.sa/-/media/sec/About-Us/National-Grid-SA/Saudi
1) During the fault, the GFM BESS injects short circuit -Arabian-Grid-Code-Guide/English/SAGC-July_2022
current to the fault location, enabling protection re- -Update.ashx
lays to identify and clear the fault while preventing an “ACWA power and Huawei to spur innovation in local re-
overcurrent trip of the GFM BESS. newable energy and storage development.” Huawei. Accessed:
2) After the fault is cleared, proper resynchronization of Aug. 1, 2024. [Online]. Available: https://solar.huawei.com/
all GFM BESS units is necessary to reconstruct the en/news-room/en/2023/news-20230616
grid’s overall voltage. X. Wang, M. G. Taul, H. Wu, Y. Liao, F. Blaabjerg, and
Figure 10 illustrates experimental waveforms recorded L. Harnefors, “Grid-synchronization stability of converter-
during a short circuit event on a medium-voltage bus within based resources—An overview,” IEEE Open J. Ind. Appl.,
the Red Sea main grid, showing a fault current approximately vol. 1, pp. 115–134, 2020, doi: 10.1109/OJIA.2020.3020392.
nine times the rated current that was cleared within 60 ms. B. Badrzadeh et al., “Grid-forming inverters: Project
The voltage of the medium-voltage bus was restored to 70% of demonstrations and pilots,” IEEE Power Energy Mag.,
its rated value within 20 ms and stabilized at the rated voltage vol. 22, no. 2, pp. 66–77, Mar./Apr. 2024, doi: 10.1109/MPE.
shortly after the fault clearance. 2023.3342766.
Conclusions Biographies
Commissioned in October 2023, the Red Sea microgrid Hongwu She is with Huawei Digital Power Technologies
is currently the largest renewable microgrid in operation Co. Ltd., Shanghai 201206, China.
worldwide. It incorporates a 400-MW solar PV generation Hua Zheng is with SEPCOIII Electric Power Construc-
system, a 1.3-GWh BESS, and backup biodiesel genera- tion Co., Ltd., Power China, Tsingtao 266061, China.
tors. Key features, such as hierarchical control architec-
p&e
ture, black-start capability, transformer energization, and
108 ieee power & energy magazine January 2025 Show Issue
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