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Black start

Black start is the capability of a generation facility or resource to restart itself and begin producing without relying on external from , enabling the restoration of an following a total or partial . This process typically involves isolated generation units that use on-site auxiliary sources, such as generators, batteries, or , to energize lines and gradually reconnect loads and other power plants. Black start capabilities are a of reliability, mandated by standards from organizations like the (NERC) to ensure swift recovery from widespread outages. Historically, black start resources have primarily consisted of hydroelectric plants, which provide about 37% of such capabilities in due to their ability to start quickly without external power, and gas turbines, accounting for around 60%. Major events, such as the 2003 Northeast blackout that affected approximately 50 million people across the and , underscored the need for robust black start planning to minimize outage durations and economic impacts. Planning for black start involves optimizing the allocation of these resources across the grid to form restoration paths, often using mathematical models to balance costs, timing, and system stability. In recent years, the integration of sources and inverter-based resources (IBRs) has introduced new challenges and opportunities for black start. Traditional synchronous generators provide inherent for grid stabilization, but IBRs like solar photovoltaics and wind turbines require advanced controls, such as grid-forming inverters, to support autonomous startup and handle transient loads during restoration. Research from institutions like the (NREL) and (PNNL) emphasizes testing distributed energy resources, systems, and microgrids to enhance resiliency, with projections indicating renewables could comprise 33-57% of generation by 2050, necessitating adaptive black start strategies. Ongoing efforts also address cyber threats, aging infrastructure, and coordination with supplies to improve overall system restoration.

Overview

Definition and Purpose

Black start is a generating unit(s) and its associated set of equipment which has the ability to be started without support from the or is designed to remain energized without connection to the remainder of the , with the ability to energize a bus, meeting the Transmission Operator’s restoration plan needs for Real and Reactive capability, frequency and voltage , and that has been included in the Transmission Operator’s restoration plan. This capability is provided by designated blackstart resources, which are generating units and associated equipment able to initiate operation using only on-site or self-contained power sources, such as auxiliary generators or batteries, to energize local buses and begin the restoration sequence. The primary purpose of black start is to enable the systematic of , , and systems after a , minimizing the duration of outages and preventing further disruptions to . Unlike normal startup procedures, which assume availability of off-site grid power to drive auxiliary systems like pumps, fans, and controls in power , black start addresses scenarios where no such external exists, breaking the dependency cycle that could otherwise prolong recovery indefinitely. By prioritizing the re-energization of key paths and the synchronization of additional units, it facilitates a controlled rebuild of the bulk electric system while maintaining frequency and voltage stability. In total blackout scenarios, where the entire interconnected system loses power, black start provides the self-sustaining initiation needed to avoid circular dependencies among generation units that require electricity to start. Partial blackouts, involving isolated "islands" of the grid, similarly benefit from targeted black start actions to reconnect and stabilize segments without risking wider collapse. This mechanism is essential for enhancing grid resilience against threats such as cascading failures, cyberattacks, and natural disasters, ensuring rapid recovery and operational reliability. In North America, black start capabilities are mandated under North American Electric Reliability Corporation (NERC) standards, such as EOP-005-3, which require transmission operators to develop, test, and maintain restoration plans incorporating these resources to meet reliability obligations.

Historical Significance

The concept of black start in power systems originated in the mid-20th century amid increasing complexity of interconnected grids, but it was formalized following the Northeast blackout of November 9, 1965, which affected approximately 30 million people across eight U.S. states and parts of , , for up to 13 hours. This event exposed the vulnerability of relying on external power for restarting generators, as many plants lacked self-starting capabilities, leading the Federal Power Commission to recommend provisioning methods for black start services, including the use of auxiliary power sources like diesel engines and . In the aftermath, surveys of affected utilities revealed that 45% had employed for rapid restarts due to its ability to generate station service power without external input. Subsequent major blackouts further underscored the need for robust black start protocols. The 1977 blackout, triggered by lightning and affecting 9 million residents for about 26 hours, prompted recommendations to enhance periodic simulations of black start procedures at major generating stations to improve restoration readiness. The August 14, 2003, Northeast blackout in the U.S. and impacted over 50 million people and took several days to fully restore, with black start processes critical for energizing key transmission paths, though challenges arose in coordinating nuclear plant restarts due to off-site power dependencies. More recently, the February 2021 Winter Storm Uri in and the South Central U.S. tested black start resources amid extreme cold, where frozen equipment and fuel supply issues hindered availability, affecting millions and delaying recovery in ERCOT's isolated grid. The evolution of black start practices shifted from ad hoc reliance on fossil fuel-based units like gas turbines toward standardized frameworks, particularly after the of markets in the late and early , which introduced challenges in procuring and compensating these services as ancillary requirements. In the U.S., the (NERC) formalized black start under standards like EOP-005, which became mandatory in 2013 and was updated to version EOP-005-3, approved by FERC in 2018 and effective in 2019, mandating transmission operators to develop, maintain, and test restoration plans including black start resources. By the , these standards emphasized coordinated multi-area restoration and annual training, reflecting lessons from events like the 2003 blackout, while post-2010 developments increasingly addressed climate-related , such as impacts on resource reliability. Key milestones include the establishment of black start as a compensable in major U.S. independent system operators (ISOs) and regional transmission organizations (RTOs) during the early , with the first requests for proposals (RFPs) issued by in 2013 to secure diverse resources. This period also saw a transition from predominantly dependencies to incorporating more reliable options like , which by the constituted 35-40% of registered black start units in the U.S. despite representing only about 10% of total generation capacity, due to its quick-response advantages in restoration scenarios. A more recent event, the December 2022 Winter Storm Elliott, affected over 1.6 million customers across 13 states in the , particularly in PJM, where black start resources faced challenges from shortages and extreme cold, leading to load shedding and delays in restoration. This storm prompted NERC to issue recommendations for improved fuel assurance and black start testing to enhance winter preparedness.

Technical Fundamentals

Station Service Power

Station service power, also known as house load or , refers to the required to operate a power plant's internal systems, such as pumps, fans, and control mechanisms, prior to synchronization with the external during a black start scenario. This power is essential for activating the plant's core functions without relying on an energized , enabling the initial stages of generation unit startup. In the absence of grid support, station service power must be sourced internally or from dedicated black start resources to initiate these operations. The power demands for station service typically range from 1% to 10% of a generating unit's rated capacity, varying by plant type and size; for instance, coal-fired plants often require 5% to 8% for full auxiliary loads, while hydroelectric units may need only 0.5% to 1%. This self-supplied power is critical to prevent circular dependencies, where the plant cannot start without auxiliary support, and vice versa. Key components include DC batteries, which provide initial for generators and systems, and supplies for essential motors, such as feed pumps in plants that circulate to prevent overheating during startup. Unlike normal operations, where station service power is typically drawn from the interconnected in parallel mode, black start requires isolated operation without external , relying on local sources to maintain voltage and stability internally. Black start sources, such as small generators or batteries, fulfill these initial power needs to bootstrap the process.

Black Start Sources

Black start sources are essential self-starting generation units capable of providing initial power to restart power plants and energize transmission lines without external grid support. These sources must operate independently, relying on on-site fuel or to initiate the restoration process. Traditional black start sources primarily include generators, plants, and gas turbines, which have been the backbone of grid recovery strategies for decades. Diesel generators are widely used as black start sources due to their rapid startup capability, often initiated by onboard batteries, and their ability to provide reliable initial power for auxiliary systems. These units typically feature independent storage, ensuring autonomy during outages, and can achieve full operation in under 10 minutes. With capacities ranging from 0.5 MW to 20 MW, they are particularly suited for energizing small loads or supporting the startup of larger plants, such as providing the necessary power for ignition or gate controls. In surveys of utility practices, diesel generators account for about 26% of black start methods employed after major blackouts. Hydropower plants serve as highly effective black start sources, leveraging low requirements—typically 0.5-1% of their rated capacity—to operate essential components like gates and systems. They draw on independent water reserves as their energy source, enabling quick restarts in as little as 10 minutes for over 80% of units, and offer capacities from 10 MW to over 100 MW to initially energize networks. Approximately 40% of tested black start units in the U.S. are facilities, prized for their fast ramping, high inertia, and ability to maintain frequency stability during early restoration phases. Gas turbines, particularly simple-cycle turbines, provide robust black start capabilities with onboard batteries or auxiliary support for startup, achieving operational readiness in 30 minutes for hot starts. These units rely on independent supplies, often from on-site storage or pressurized pipelines, and deliver initial capacities of 10-100 MW, sufficient to paths and synchronize additional generation. Examples include 7FA models, which require up to 19.5 MW of support for auxiliaries but offer high reliability and ramp rates once running; gas turbines constitute around 20-60% of designated black start resources in regional grids. Selection of black start sources emphasizes reliability, as mandated by NERC standards requiring periodic testing to verify cranking capabilities; proximity to load centers to minimize losses; and minimal environmental impact, with favored for its clean operation compared to fossil-based options. These conventional sources form the baseline for initiating the startup sequence in power system restoration, providing the foundational power needed to bring larger units online.
Source TypeTypical Startup TimeInitial Capacity RangeKey Independence Feature
Diesel Generators<10 minutes0.5-20 MWOn-site diesel fuel storage
Hydropower Plants10 minutes10-100+ MWReservoir water supply
Gas Turbines (Simple-Cycle)30 minutes (hot start)10-100 MWNatural gas pipeline or storage

Restoration Process

Startup Sequence

The startup sequence for a black start generating unit involves a structured, phased to transition from a complete shutdown to stable, islanded operation, relying on the unit's internal black start source such as a or battery system. This procedure ensures the unit can self-energize and achieve minimum operating conditions without external support, forming the foundational step in power system restoration. The sequence typically unfolds in three primary phases. First, the station service is energized via the black start source, which powers essential control, protection, and communication systems; for instance, units often require only 0.5-1% of for this, supplied by on-site emergency generators. Second, key auxiliaries are started, including lubrication pumps, cooling systems, governors, and , to prepare the unit for operation; thermal plants may draw from station batteries or uninterruptible power supplies () to initiate these with minimal power demands. Third, the prime mover is ignited or engaged—such as releasing water flow in or firing in thermal units—and the builds up voltage and to nominal levels, stabilizing the islanded . Technical implementation relies on automated and protective mechanisms to ensure reliability. Auto-start relays trigger the black start source upon detection of a , initiating the sequence within minutes; for example, hydropower units can achieve auto-start in under 10 minutes due to their inherent simplicity. The unit then ramps up to a minimum load, typically 20-50% of capacity, to maintain stability in thermal plants or flow control in , with governors adjusting speed droop (e.g., 2-4%) and exciters regulating voltage within ±5% of nominal. Islanded is preserved through these controls, leveraging the unit's to tolerate excursions while avoiding overloads. The entire process for a single unit generally takes 10-60 minutes, depending on the technology— often reaches full power in about 10 minutes, while units may require up to 40 minutes for stabilization. Sequencing prioritizes baseload plants with robust connections to enable efficient cranking of subsequent units. Safety protocols are integral, featuring manual overrides for operators to intervene via systems or local controls if automated processes falter, alongside continuous fault monitoring through microprocessor-based relays to detect and isolate issues like impedance faults or instability. These measures align with standards ensuring personnel and equipment protection during the vulnerable islanded phase.

Cranking Paths and Synchronization

Cranking paths represent designated transmission routes in the power grid that are pre-planned to deliver startup power from black start units to other generating plants during restoration. These paths are isolated portions of the electric system, energized sequentially to minimize transmission losses and ensure efficient power transfer while avoiding overloads or instability. In restoration plans, such as those outlined by the North American Electric Reliability Corporation (NERC), cranking paths are identified with specific initial switching configurations to facilitate the startup of non-black start generators. The synchronization process interconnects these energized units by matching key electrical parameters: voltage magnitude, , and angle. Operators use synchroscopes or synchronizing relays to monitor and adjust the incoming generator's output until it aligns with the running system, typically within criteria such as a slip of ±0.067 Hz, voltage difference of 0 to +5%, and angle difference of ±10 degrees. Once aligned, circuit breakers are closed to the units, enabling without causing transients that could destabilize the nascent . These standards, derived from IEEE guidelines, ensure safe integration during black start when grid conditions are highly variable. System buildup progresses by forming initial "islands" of generation and load, where black start units energize local areas before merging with adjacent islands through . Load pickup occurs gradually to maintain , often limited to 5% of the synchronized generation capacity initially, prioritizing like emergency services and nuclear plant auxiliaries. If drops due to excessive load, under-frequency load shedding schemes automatically disconnect non-essential loads to prevent cascading failures. This phased approach extends from individual unit startups to a cohesive , relying on careful monitoring to avoid voltage or excursions. Coordination of cranking paths and synchronization depends on supervisory control and data acquisition () systems for real-time communication and control among operators. These systems provide visibility into states, enabling sequenced energization and breaker operations across control areas. Full system restoration typically takes hours to days, depending on blackout scale and resource availability; for instance, one resynchronized a major in 33 hours following a severe event.

Implementation and Challenges

Procurement of Services

Utilities procure black start services through a of competitive auctions, long-term contracts, and bilateral agreements with generators to ensure grid restoration capabilities. In the United States, regional transmission organizations like employ a base formula rate to compensate black start providers, covering capital costs, operating expenses, and incentives such as annual capacity payments based on net values and unit-specific factors. Similarly, ERCOT in utilizes request-for-proposal (RFP) processes for competitive procurement, applying a paid-as-bid model to select providers while balancing costs against requirements. Following the 2021 Winter Storm Uri, ERCOT has implemented enhanced cold weather preparedness requirements for black start resources, including mandatory testing and diversification with battery energy storage systems. In the , the National Energy System Operator conducts pay-as-bid tenders to secure services, with contracts awarded to diverse technologies including interconnectors and renewables; as of 2025, competitive procurement has expanded to include distributed resources. Regulatory frameworks mandate black start capabilities to maintain grid reliability, with the (NERC) enforcing Standard EOP-005-3, which requires transmission operators to develop plans, identify black start resources, and conduct periodic testing including annual drills to verify operability. The (FERC) oversees compliance, ensuring that utilities align black start plans with system strategies and fuel assurance to mitigate risks during outages. In , ENTSO-E guidelines emphasize coordinated cross-border plans, where operators (TSOs) must integrate black start resources across interconnections to optimize regional , often through mandatory inclusion in national plans. Economic considerations in involve rigorous cost-benefit analyses to justify investments, weighing timelines against outage costs estimated in billions for major blackouts. Shared costs are distributed among stakeholders via transmission tariffs or balancing charges, with utilities like those in PJM allocating expenses across load zones to incentivize participation without overburdening ratepayers. Providers receive fixed payments for availability, plus reimbursements for testing and fuel, ensuring economic viability while minimizing total system costs. Global variations reflect market structures, with under ENTSO-E prioritizing cross-border coordination through TSO collaborations and competitive tenders to address interconnected grids. In , state-owned utilities dominate , such as China's State Grid Corporation, which internally designates and maintains black start capabilities within vertically integrated operations, often without competitive auctions due to centralized planning.

Limitations and Constraints

Black start operations face several technical limitations that can hinder their reliability and duration. generators, commonly used as black start sources, are constrained by on-site fuel storage capacities, which vary by and site—for example, at least 7 days for nuclear emergency generators before requiring replenishment. Extreme cold weather exacerbates these issues, as sub-zero temperatures can lead to equipment failures, including degradation below 0°C that impairs starting reliability and reduces energy output (typically 10-20% at 0°C in lithium-based systems). Moreover, the process demands skilled personnel for manual interventions, such as troubleshooting auxiliary systems and coordinating startup sequences, introducing risks if trained staff are unavailable during outages. Environmental constraints further restrict black start viability, particularly for fossil fuel-based sources. Diesel engines must comply with U.S. Environmental Protection Agency (EPA) regulations under the National Emissions Standards for Hazardous Air Pollutants (NESHAP) for stationary reciprocating internal combustion engines (), which limit emissions of nitrogen oxides, , and other pollutants during limited-use scenarios like black starts. Operational noise from these generators can also impose site-specific restrictions, especially in urban or ecologically sensitive areas, where local ordinances cap decibel levels to mitigate community disturbance and wildlife impacts. Systemic vulnerabilities compound these challenges by exposing black start plans to cascading risks. Cranking paths, which energize initial transmission segments, are susceptible to single-point failures, such as the outage of a designated anchor generator, potentially halting the entire restoration if no alternatives are immediately viable. Control systems integrated into modern black start setups are likewise prone to cyber vulnerabilities, where intrusions could compromise , delay sequencing, or prevent altogether during coordinated attacks. To counter these limitations, utilities employ planning, designating multiple black start units and alternate cranking paths to ensure options and minimize downtime from isolated failures. configurations, integrating with systems, extend fuel-independent runtime and reduce emissions exposure while enhancing overall .

Modern Developments

Integration with Renewables

The integration of sources into black start capabilities is driven by the increasing penetration of variable generation in modern power s, necessitating adaptations to traditional methods. Unlike conventional synchronous generators, renewables such as and exhibit , which complicates the provision of stable and control during the initial energization phase. To mitigate this, large-scale is essential, with battery systems typically in the 10-50 MWh range demonstrated for supporting voltage and in the absence of support. Key technologies enabling this integration include systems that pair photovoltaic arrays with generators, allowing renewables to contribute while conventional sources handle startup reliability. Pumped storage facilities can perform black starts by utilizing reversible pump-turbines to generate initial power islands, leveraging stored water for dispatchable output. For offshore wind platforms, onboard auxiliary —typically batteries or small units—facilitates self-startup and , addressing the isolation challenges of environments. Post-2020 developments have accelerated through pilots and regulatory updates, such as California's demonstrations of battery energy storage systems (BESS) enabling black start at sites like Marsh Landing Generating Station, where a 7 MW/20 MWh system supports initial repowering of transmission lines. The (NERC) is developing practices for incorporating inverter-based resources in black start through projects emphasizing grid-forming inverters for coordination and compatibility with high-renewable scenarios. In , innovation projects post-2020 have tested renewable participation, replacing fossil-based services with distributed inverter resources. These advancements yield significant benefits, including reduced emissions from minimizing reliance on backups during restoration and faster response times enabled by the rapid dispatch of BESS, which can energize systems in seconds compared to hours for traditional thermal plants. Overall, such integrations enhance resilience while aligning with decarbonization goals, though they demand careful planning to manage the coordination of multiple distributed assets.

Case Studies and Examples

The 2003 Northeast blackout, which affected over 50 million people across eight U.S. states and , , highlighted the role of black start capabilities in large-scale restoration. Key hydroelectric units, including Niagara, St. Lawrence from the , and Beck and Saunders in , were energized to form a 5,700 MW self-sustaining island in by 16:13 EDT on , enabling initial repowering without external grid support. Restoration timelines varied, with some areas regaining power within hours, but full recovery took up to four days in parts of the U.S. and over a week in due to ongoing rolling blackouts and nuclear plant restarts staggered from to 29. Communication breakdowns were a primary barrier, as failed to notify neighboring systems of emergencies, violating reliability standards, while inadequate data sharing among reliability coordinators like and PJM delayed and coordinated action. In the 2011 Great East Japan Earthquake and , black start efforts at facilities like the Haramachi Thermal Power Station in relied on and on-site diesel generators to provide initial power after the disaster severed external and supplies. The 18-meter flooded auxiliary equipment and damaged turbines, while transmission paths were severely compromised, complicating energy transfer and requiring extensive repairs. Restricted access within a 30 km radius of the Daiichi nuclear plant further delayed damage assessments, with full restoration of affected units, including custom turbine manufacturing and commissioning, taking 22 months until January 2013. The 2021 Winter Storm Uri in exposed vulnerabilities in black start execution amid extreme cold, as 82% of ERCOT's 28 designated units—totaling 1,418 MW of 1,711 MW capacity—suffered outages, derates, or start failures by 15. production plummeted over 70% in due to wellhead freeze-offs and pipeline disruptions, while fuel shortages limited backup options for oil-fired and dual-fuel units. Of 41 dual-fuel black start-capable units, 86% failed to switch fuels effectively owing to frozen valves and system trips, forcing ERCOT to shed up to 20,000 MW of load and underscoring weather-induced fuel constraints as a critical risk. In the UK, the National Energy System Operator (NESO) has advanced renewable black start through assessments of non-traditional technologies, as detailed in a 2019 review leading to pilots like the Distributed ReStart project under the Network Innovation Competition. Battery systems (BESS) emerged as highly viable, achieving technology readiness levels (TRL) of 8-9 and full restoration capability ratings of 9, while PV and wind farms showed promise (TRL 6-8) when co-located with to address . Competitive for black start services incorporating renewables began in the South West and regions in 2020, with ongoing trials evaluating grid-forming inverters for distributed resources in power islands, such as those tested in the Isles. A 2024 review confirms continued progress in integrating renewables for black start in . These incidents reveal the critical need for regular black start drills to test coordination and uncover gaps, as emphasized in post-event analyses that recommend incorporating exercises like GridEx to build responder readiness. Diverse black start sources—spanning , diesel, gas, and emerging renewables—prove essential to counter single-point failures like fuel or path damage, reducing restoration times and enhancing overall grid .

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