Deep decarbonization impacts on electric load shapes and peak demand

The existing literature has shown the important role of electrification in deep decarbonization pathways, increasing electricity demand as end uses decarbonize. However, studies have not focused on the effects of electrification on aggregate load shapes and peak demand, which influence power sector investments, operations, and costs. Here we investigate potential impacts of deep decarbonization on regional load shapes and peak electricity demand using a detailed end-use simulation model linked to an electric sector capacity planning model. Scenario results suggest that electrification may contribute to peak load increases and shifts from summer peaks to winter ones, especially in cooler climates due to space heating electrification. We illustrate how net-zero emissions goals can amplify electrification and may entail 120%-165% increases in electric system capacity by 2050 due to a combination of electrification and high renewables deployment. The intensity and frequency of peak demand can be limited by load flexibility (providing incentives for electric end uses to shift away from periods of high demand, e.g. through deferrable electric vehicle charging), alternate end-use technology configurations (deploying higher efficiency end-use equipment to lower electricity consumption during peaks or using dual-fuel systems such as heat pumps paired with gas furnaces), and carbon removal (displacing higher marginal abatement cost electrification while reaching an equivalent emissions cap). This analysis is a first step toward systematically exploring load curves for electrified and decarbonized energy systems, and the results highlight opportunities for future research to better understand load shape impacts and flexibility.