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The mission of Shapeshifter is to = develop and maintain the open source communication protocol that resolves g= rid constraints by applying congestion management or grid-capacity manageme= nt.
Shapeshifter implements the Universal Smart Energy Framework for flexib= ility forecasting, offering, ordering, and settlement processes. Additional= ly, Shapeshifter enables trading via DSO/TSO coordination platforms that al= so support the protocol.
Shapeshifter enables the fastest, fairest, and lowest cost route to a sm= art energy future by delivering one common approach to efficiently connect = smart energy projects and technologies. Its market structure, roles, rules = and tools for the commoditization and trading of flexible energy usage work= with existing and evolving energy markets.
Shapeshifter focuses specifically on the exchange of flexibility between= aggregators (AGRs) and distribution system operators (DSOs) or between agg= regators and transmission system operations (TSOs). It describes the corres= ponding market interactions between them to resolve grid constraints by app= lying congestion management or grid capacity management.
Grid capacity management refers to the use of explicit demand-side flexi= bility (by the DSO or TSO) to increase operational efficiency without impac= ting freedom of dispatch, trade and connect (copper plate principle). It is= primarily used to defer grid reinforcements, optimize asset operational pe= rformance, reduce grid losses, or support planned maintenance. The implicat= ion is that aggregators (and prosumers) participate in the product on a vol= untary basis; i.e. motivated by appropriate financial incentives.
Congestion management refers to the use of flexibility to reduce peak lo= ads, in order to avoid system overload and the associated component or syst= em failures. Contrary to grid capacity management, it will typically limit = freedom of dispatch, trade and/or connect. It is primarily used in unantici= pated overload situations; e.g. those which could not be forecast during lo= ng-term grid planning processes, or where load/ generation increases have o= utpaced grid reinforcement efforts. Congestion management is a temporary so= lution (typically until grid reinforcement takes place) and is a highly-reg= ulated mechanism.
The two mechanisms differ in the freedom of dispatch, trade and/or connect=
and this is handled via contracts and will have impact on the settlement c=
omponents.
Shapeshifter is designed for bilateral trading between the aggregator an= d DSO. Trading via market platforms can bring added value. In , market plat= forms may take the role of trading counterparty, hence serving as a DSO pro= xy in trades with the AGR, and as an aggregator proxy in trades with the DS= O.
Shapeshifter assumes that a DSO or TSO can freely and independently trad= e flexibility with aggregators. Any potential goal conflicts can be settled= through the market mechanism. Alternatively, TSO and DSO requests can be a= ligned, resulting in a TSO/DSO coordination platform where TSOs and DSOs co= ordinate the tendering, trading, activation and/or settlement of flexibilit= y for their own purposes ( i.e. ancillary services).
Shapeshifter can be applied without any further changes in a configuration=
where there is TSO/DSO coordination.
The Shapeshifter Technical Steering Committee (TSC) aims to communicate = as open as possible.