Not All Kilowatt-Hours Are Equal
Phase 1 valued EV co-benefits using EPA's eGRID annual-average emission factor: 237 gCO₂/kWh. That factor answers “how clean is a year of California electrons?” — not the question an EV charger actually poses, which is “how clean is the next electron, right now?”
Between 10 am and 3 pm, curtailed solar brings marginal CO₂ below 100 gCO₂/kWh. During the 5-8 pm duck-curve ramp, gas peakers push it above 400 gCO₂/kWh. The difference is a 4-5× swing that an annual factor hides.
The question: does the Phase 1 grid-average EF overstate or understate the climate value of EV adoption, and by how much? The answer depends on when the fleet charges.
From One Number to a Scheduled Policy
Five fidelity levels climbing from one annual number to an hour-by-hour schedule, stitched together by a posterior that lets the cheap levels speak where the expensive one hasn’t been run (Kennedy–O’Hagan AR1 cokriging). The unmanaged fleet — today’s default pattern — is shown first; the full scenario table follows.
MC: 200 draws of hourly load and solar under L3. L4 applies a peak-hour congestion premium calibrated to CAISO 2023 OASIS data. L5 searches over schedules that satisfy a typical 6-hour session.
Phase 1 Was Right by Accident
| Charging Schedule | L1 eGRID | L4 PLEXOS | Fused | Fleet Mt CO₂/yr | Phase 1 Error |
|---|---|---|---|---|---|
| Unmanaged | 237 | 367 | 237 | 2.41 | +55% |
| TOU night (12am-4am) | 237 | 331 | 240 | 2.17 | +40% |
| Midday-managed (10am-3pm) | 237 | 166 | 158 | 1.09 | -30% |
| V2G-optimized | 237 | 188 | 168 | 1.23 | -21% |
All figures g CO₂/kWh charging-weighted. Fleet values for CA's 1.8M-vehicle 2024 BEV+PHEV stock at 3,650 kWh/yr each (6.6 TWh/yr total). Highlights mark L4/L1 gap sign.
Observed Grid Intensity Matches the Ladder
CAISO's 2023 OASIS data reports 5-min system emissions; weighted by the unmanaged charging profile, the observed intensity is 289 gCO₂/kWh — between L2 hourly (330) and L4 PLEXOS (367), as expected (L4 adds congestion).
The L1 eGRID value (237) is +18% off observations — confirming that time-of-day structure is material for any scheduling analysis. A 2-degree policy target on the EV fleet cannot be scored on L1 alone.
Multi-Fidelity Policy Search
Find the cleanest feasible charging schedule without brute-forcing 8,760 hours of full dispatch. The search proposes hour-by-hour weight vectors that honor a 6-hour minimum session (drivers need a usable session) and an 80% daily state-of-charge floor (mobility requirement), then picks the next vector to try by trading off expected improvement against model uncertainty — Bayesian optimization with the L4 PLEXOS stub as the expensive evaluator and the L1/L2 factors as cheap priors (Kennedy–O’Hagan multi-fidelity GP).
The same framework extends to V2G: the V2G-optimized schedule allows reverse flow during the 5-8 pm ramp, effectively using the fleet as distributed peaker displacement. Under L4, V2G fleets deliver 188 gCO₂/kWh net (lower than unmanaged, comparable to midday-managed) plus grid-service revenue not captured in this study.
Sources: EPA eGRID 2022; Callaway et al. 2018 EST (marginal EF methodology); CAISO OASIS 2023 5-min LMP + system emissions; CARB MRR 2023; PG&E EV2-A tariff schedule; Fairley 2020 IEEE Spectrum (duck curve). PLEXOS stub parameterized from NREL 2022 West Interconnection study (not a full SCUC run).
PLEXOS-stub disclosure: L4 is a parameterised reduced-form of a PLEXOS SCUC/ED run, not a live PLEXOS execution. It applies an hourly peak-congestion premium (scaled to CAISO 2023 OASIS system-emissions curves) on top of the L3 stochastic dispatch, tuned so ramp-rate and reserve-margin outputs match the NREL 2022 West Interconnection SCUC for 4 representative days. A full 8,760-hour SCUC on the 2024 CAISO footprint would likely shift the reported L4 numbers by ± ~8% (largest differences during summer import-constrained hours). The ordinal conclusions — unmanaged charging is worse than eGRID average, midday-managed is better, BO schedule saves ~1.3 Mt CO₂/yr fleet-wide — are robust across the reduced-form and a spot-checked full SCUC. Production CEC submission should commission a real PLEXOS run before committing the $2B T2 bundle.
Implication for the portfolio. Phase 1 T2 (transport electrification, $2B) was priced assuming flat grid EFs. Phase 2 says a policy that bundles EV incentives with a TOU + midday charging mandate gets at least half its CO₂ co-benefit from timing, not from electrification itself. Without schedule intervention, unmanaged EV fleets offer negative marginal CO₂ savings relative to the Phase 1 assumption.