Introduction

The Open Generation, Storage, and Transmission Operation and Expansion Planning Model with RES and ESS (openTEPES) determines investment plans for new facilities (generators, ESS, electric lines, hydrogen pipelines, and heat pipes) to meet forecasted demand at minimum cost. The objective is to evaluate future needs for generation and storage, and for electricity, hydrogen, and heat networks. The main results are the guidelines for the future structure of the generation, storage, and transmission systems.

The openTEPES model is a decision support system for defining the integrated generation, storage, and transmission resource planning (IRP, GEP+SEP+TEP) of a large-scale electric system at the tactical level (i.e., time horizons of 5-20 years), defined as a set of dynamic investment decisions for generation, storage, and (electricity, hydrogen, and heat) networks for multiple future years. It is a tool for energy system planners to support the energy transition toward a decarbonized, reliable, and affordable energy system. The user predefines the expansion candidates, and the model determines the optimal decisions among them.

It automatically determines optimal expansion plans that satisfy multiple criteria simultaneously. Its main features are:

  • Dynamic (perfect foresight): the scope of the model corresponds to several periods (years) on a long-term horizon, for example, 2030, 2035, and 2040.

    It hierarchically represents the different time horizons for decision-making in an electricity (hydrogen or heat) system:

  • Load level: one hour, e.g., 01-01 00:00:00+01:00 to 12-30 23:00:00+01:00, or a quarter of an hour, e.g., 01-01 00:00:00+01:00 to 12-30 23:45:00+01:00

    The time division allows a flexible, user-defined representation of the periods for evaluating system operation. It can also be run with time intervals of several consecutive hours (bi-hourly or tri-hourly resolution, depending on the hourly or quarter-hour definition) to reduce the computational burden without sacrificing accuracy. The model can be run with a single period (year) or several periods (years) to analyze the system’s evolution. The time definition also allows for specifying disconnected representative periods (e.g., days or weeks) to evaluate system operation. The period (year) must be represented by 8736 hours because several model features representing the system operation are based on weeks (168 hours) or lunar months (made up of 4 weeks, i.e., 672 hours).

  • Stochastic: several stochastic parameters that can influence the optimal generation, storage, and transmission expansion decisions are considered. The model considers stochastic medium-term annual uncertainties (scenarios) related to the system operation. These operational scenarios are associated with renewable energy sources, energy inflows and outflows, natural water inflows, operating reserves, ramp reserves, inertia, and electricity, hydrogen, and heat demand.

The objective function includes two main quantifiable costs: investment costs for generation, storage, and transmission (CAPEX) and expected variable operation costs (system OPEX), including generation, consumption, emissions, and reliability costs.

The model formulates a two-stage stochastic optimization problem that includes binary generation, storage, and (electricity, hydrogen, and heat) network investment/retirement decisions; generation operation decisions (commitment, startup, and shutdown decisions are also binary); and electric line-switching decisions. Capacity expansion considers the system adequacy reserve margin, maximum CO2 emissions, and minimum and maximum energy constraints.

The highly detailed operational model is an electric network-constrained unit commitment (NCUC) based on a tight, compact formulation that includes operating reserves and electric line-switching decisions via DC power flow (DCPF). Ohmic losses in the electrical network are assumed to be proportional to the electrical line flow. It considers various energy storage systems (ESS), including pumped-hydro storage, batteries, demand response, electric vehicles, solar thermal, and electrolyzers.

The model also allows a representation of the hydro system based on volume and water inflow data, considering the water stream topology (hydro cascade basins). If these data are unavailable, it runs using an energy-based representation of the hydro system.

It also includes a Power-to-Hydrogen (P2H2) representation, with hydrogen demand satisfied by electrolyzer-produced hydrogen (electricity consumed to produce hydrogen) and a hydrogen network to distribute it, and a Power-to-Heat (P2H) representation, with heat demand satisfied by heat pumps or electric heaters (which consume electricity), and a heat network to distribute the heat. If hydrogen and heat are not considered, the model runs with just the other energy carriers.

The main results of the model can be structured into these topics:

  • Investment: investment decisions and costs for generation, storage, hydro reservoirs, electric lines, hydrogen pipelines, and heat pipes

  • Operation: unit commitment, startup, and shutdown of non-renewable units; unit output and aggregation by technologies (thermal, storage hydro, pumped-hydro storage, RES); RES curtailment; electric line, hydrogen pipeline, and heat pipe flows; line ohmic losses; node voltage angles; upward and downward operating reserves; upward and downward ramp reserves; ESS inventory levels; hydro reservoir volumes; and power, hydrogen, and heat not served

  • Emissions: CO2 emissions by unit

  • Marginal: Locational Short-Run Marginal Costs (LSRMC), stored energy value, water volume value

  • Economic: operation, emission, and reliability costs and revenues from operation, operating reserves, and ramp reserves

  • Flexibility: flexibility provided by demand, by the different generation and consumption technologies, and by power not served

Results are shown in CSV files and graphical plots.

openTEPES is being used by investors, market participants, system planners, and consultants. A careful implementation has been carried out to avoid numerical problems by scaling parameters, variables, and equations of the optimization problem, allowing the model to be used for very large-scale cases, e.g., the European system with hourly detail. For example, a European operation case study with hourly detail has reached 49.1 million constraints and 57.3 million variables in an LP problem. The mainland Spain operation case has reached 5.2 million constraints and 6.8 million variables (1.3 million binary).