AI Net Metering Optimization

Machine learning for maximizing value under net metering tariffs

The Problem

Optimize Net Metering Value Amid Volatile Tariffs

Organizations face these key challenges:

1

Tariff complexity (TOU windows, demand charges, export caps, NEM successor rules) makes it difficult to predict customer economics and program cost under changing regulations

2

Inaccurate interval forecasting of load and PV exports leads to mis-sized systems, suboptimal battery/EV schedules, and unexpected bills and true-up surprises

3

Limited visibility into feeder-level constraints and localized congestion causes misalignment between customer incentives and grid needs, increasing operational risk and interconnection friction

Impact When Solved

Increase PV+storage customer net savings by 5–20% via interval-optimized dispatch and rate-plan recommendationsReduce utility net metering program cost leakage by 2–8% through better export valuation, targeting, and forecastingCut manual tariff/billing analysis and dispute resolution workload by 30–60% using automated validation and anomaly detection

The Shift

Before AI~85% Manual

Human Does

  • Review current tariffs, net metering rules, and export compensation changes
  • Estimate customer load, PV production, and bill impacts using spreadsheets and standard profiles
  • Run manual scenario comparisons for rate plans, TOU periods, and storage sizing
  • Investigate billing disputes and annual true-up variances from interval and billing records

Automation

  • No AI-driven forecasting or optimization is used
  • Static formulas calculate estimated imports, exports, and bill credits
  • Basic reports summarize monthly usage, production, and true-up outcomes
With AI~75% Automated

Human Does

  • Approve tariff assumptions, program rules, and optimization objectives
  • Decide customer guidance, rate-plan recommendations, and DER operating policies
  • Review flagged anomalies, billing exceptions, and cases with feeder or interconnection constraints

AI Handles

  • Forecast interval load, PV generation, imports, exports, and bill impacts by customer and location
  • Optimize battery dispatch, EV charging alignment, and rate-plan selection under tariff and grid constraints
  • Simulate tariff, export compensation, and customer behavior scenarios across the portfolio
  • Monitor interval data for billing anomalies, forecast drift, and unexpected peak or export patterns

Operating Intelligence

How AI Net Metering Optimization runs once it is live

AI runs the first three steps autonomously.

Humans own every decision.

The system gets smarter each cycle.

Confidence90%
ArchetypeRecommend & Decide
Shape6-step converge
Human gates1
Autonomy
67%AI controls 4 of 6 steps

Who is in control at each step

Each column marks the operating owner for that step. AI-led actions sit above the divider, human decisions and feedback loops sit below it.

Loop shapeconverge

Step 1

Assemble Context

Step 2

Analyze

Step 3

Recommend

Step 4

Human Decision

Step 5

Execute

Step 6

Feedback

AI lead

Autonomous execution

1AI
2AI
3AI
5AI
gate

Human lead

Approval, override, feedback

4Human
6 Loop
AI-led step
Human-controlled step
Feedback loop
TL;DR

AI handles assembly, analysis, and execution. The human gate sits at the decision point. Every cycle refines future recommendations.

The Loop

6 steps

1 operating angles mapped

Operational Depth

Technologies

Technologies commonly used in AI Net Metering Optimization implementations:

Real-World Use Cases

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