IDEAS home Printed from https://ideas.repec.org/a/eee/renene/v260y2026ics0960148126000133.html

Joint sizing and energy management optimization with dynamic battery lifetime modeling in residential PV–battery systems

Author

Listed:
  • Lekhel, Cheikh Elekbir Sidi
  • Mbayed, Rita
  • Hokmabad, Hossein Nourollahi
  • Husev, Oleksandr
  • Velihorskyi, Oleksandr
  • Monmasson, Eric

Abstract

Battery Energy Storage Systems (BESS) are a critical component in residential PV–battery systems due to their high cost and lifetime variability caused by aging. This paper presents a joint optimization framework for system sizing and operation that integrates a dynamic lifetime model combining calendar and cyclic degradation mechanisms. The proposed approach links degradation behavior with both operational and economic decisions through annualized cost formulations. A residential case study in Tallinn is conducted under self-consumption and grid-selling scenarios. Results show that optimized operation extends battery lifetime beyond 13 years and reduces the payback period from 16 to 7 years in the grid-selling case. Seasonal analyses indicate that degradation is dominated by cyclic aging, with annual capacity fade (i.e., SoH loss) between 1.3% and 1.7%. The impact of solar irradiance uncertainty was also evaluated, showing cost deviations below 8% and a lifetime reduction of about 1.5 years.

Suggested Citation

  • Lekhel, Cheikh Elekbir Sidi & Mbayed, Rita & Hokmabad, Hossein Nourollahi & Husev, Oleksandr & Velihorskyi, Oleksandr & Monmasson, Eric, 2026. "Joint sizing and energy management optimization with dynamic battery lifetime modeling in residential PV–battery systems," Renewable Energy, Elsevier, vol. 260(C).
  • Handle: RePEc:eee:renene:v:260:y:2026:i:c:s0960148126000133
    DOI: 10.1016/j.renene.2026.125188
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S0960148126000133
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.renene.2026.125188?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to

    for a different version of it.

    References listed on IDEAS

    as
    1. Wu, Yaling & Liu, Zhongbing & Li, Benjia & Liu, Jiangyang & Zhang, Ling, 2022. "Energy management strategy and optimal battery capacity for flexible PV-battery system under time-of-use tariff," Renewable Energy, Elsevier, vol. 200(C), pages 558-570.
    2. Ahmadiahangar, Roya & Karami, Hossein & Husev, Oleksandr & Blinov, Andrei & Rosin, Argo & Jonaitis, Audrius & Sanjari, Mohammad Javad, 2022. "Analytical approach for maximizing self-consumption of nearly zero energy buildings- case study: Baltic region," Energy, Elsevier, vol. 238(PB).
    3. Mulleriyawage, U.G.K. & Shen, W.X., 2021. "Impact of demand side management on optimal sizing of residential battery energy storage system," Renewable Energy, Elsevier, vol. 172(C), pages 1250-1266.
    4. Barforoushi, Taghi & Zahani, Ali & Ghayour, Sepideh Saravani, 2025. "Optimizing the capacity of photovoltaic resources and battery storage in smart homes considering impact of scheduling of appliances and grid availability," Energy, Elsevier, vol. 333(C).
    5. Nirbheram, Joshi Sukhdev & Mahesh, Aeidapu & Bhimaraju, Ambati, 2024. "Techno-economic optimization of standalone photovoltaic-wind turbine-battery energy storage system hybrid energy system considering the degradation of the components," Renewable Energy, Elsevier, vol. 222(C).
    6. Tostado-Véliz, Marcos & Icaza-Alvarez, Daniel & Jurado, Francisco, 2021. "A novel methodology for optimal sizing photovoltaic-battery systems in smart homes considering grid outages and demand response," Renewable Energy, Elsevier, vol. 170(C), pages 884-896.
    7. Bazdar, Elaheh & Nasiri, Fuzhan & Haghighat, Fariborz, 2024. "Resilience-centered optimal sizing and scheduling of a building-integrated PV-based energy system with hybrid adiabatic-compressed air energy storage and battery systems," Energy, Elsevier, vol. 308(C).
    8. Park, Sung-Won & Yu, Jung-Un & Lee, Jin-Wook & Son, Sung-Yong, 2024. "A comprehensive review of battery-based power service applications considering degradation: Research status and model integration," Applied Energy, Elsevier, vol. 374(C).
    9. Ozturk, Zafer & Demirci, Alpaslan & Terkes, Musa & Yumurtaci, Recep, 2025. "Optimal planning of solar PV-based electric vehicle charging stations empowered by energy storage system: Feasibility and green charge potential," Renewable Energy, Elsevier, vol. 255(C).
    10. Wu, Yaling & Liu, Zhongbing & Liu, Jiangyang & Xiao, Hui & Liu, Ruimiao & Zhang, Ling, 2022. "Optimal battery capacity of grid-connected PV-battery systems considering battery degradation," Renewable Energy, Elsevier, vol. 181(C), pages 10-23.
    11. Stephen Comello & Stefan Reichelstein, 2019. "The emergence of cost effective battery storage," Nature Communications, Nature, vol. 10(1), pages 1-9, December.
    12. Holger C. Hesse & Rodrigo Martins & Petr Musilek & Maik Naumann & Cong Nam Truong & Andreas Jossen, 2017. "Economic Optimization of Component Sizing for Residential Battery Storage Systems," Energies, MDPI, vol. 10(7), pages 1-19, June.
    13. Zou, Bin & Peng, Jinqing & Li, Sihui & Li, Yi & Yan, Jinyue & Yang, Hongxing, 2022. "Comparative study of the dynamic programming-based and rule-based operation strategies for grid-connected PV-battery systems of office buildings," Applied Energy, Elsevier, vol. 305(C).
    14. Alilou, Masoud & Younesi, Abdollah & Siano, Pierluigi, 2026. "A sustainable approach to hybrid microgrid design: Optimal sizing and energy management," Renewable Energy, Elsevier, vol. 256(PC).
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. Wu, Yaling & Liu, Zhongbing & Li, Benjia & Liu, Jiangyang & Zhang, Ling, 2022. "Energy management strategy and optimal battery capacity for flexible PV-battery system under time-of-use tariff," Renewable Energy, Elsevier, vol. 200(C), pages 558-570.
    2. Liao, Wei & Xiao, Fu & Li, Yanxue & Zhang, Hanbei & Peng, Jinqing, 2024. "A comparative study of demand-side energy management strategies for building integrated photovoltaics-battery and electric vehicles (EVs) in diversified building communities," Applied Energy, Elsevier, vol. 361(C).
    3. Liu, Jiangyang & Liu, Zhongbing & Wu, Yaling & Chen, Xi & Xiao, Hui & Zhang, Ling, 2022. "Impact of climate on photovoltaic battery energy storage system optimization," Renewable Energy, Elsevier, vol. 191(C), pages 625-638.
    4. Khezri, Rahmat & Mahmoudi, Amin & Aki, Hirohisa, 2022. "Optimal planning of solar photovoltaic and battery storage systems for grid-connected residential sector: Review, challenges and new perspectives," Renewable and Sustainable Energy Reviews, Elsevier, vol. 153(C).
    5. Calise, Francesco & Cappiello, Francesco Liberato & Cimmino, Luca & Dentice d’Accadia, Massimo & Vicidomini, Maria, 2023. "Renewable smart energy network: A thermoeconomic comparison between conventional lithium-ion batteries and reversible solid oxide fuel cells," Renewable Energy, Elsevier, vol. 214(C), pages 74-95.
    6. Mulleriyawage, U.G.K. & Shen, W.X., 2021. "Impact of demand side management on optimal sizing of residential battery energy storage system," Renewable Energy, Elsevier, vol. 172(C), pages 1250-1266.
    7. Fiorotti, Rodrigo & Fardin, Jussara F. & Rocha, Helder R.O. & Rua, David & Lopes, João Abel Peças, 2024. "Day-ahead optimal scheduling considering thermal and electrical energy management in smart homes with photovoltaic–thermal systems," Applied Energy, Elsevier, vol. 374(C).
    8. Semmelmann, Leo & Konermann, Marie & Dietze, Daniel & Staudt, Philipp, 2024. "Empirical field evaluation of self-consumption promoting regulation of household battery energy storage systems," Energy Policy, Elsevier, vol. 194(C).
    9. Wu, Yaling & Liu, Zhongbing & Liu, Jiangyang & Xiao, Hui & Liu, Ruimiao & Zhang, Ling, 2022. "Optimal battery capacity of grid-connected PV-battery systems considering battery degradation," Renewable Energy, Elsevier, vol. 181(C), pages 10-23.
    10. Zhang, Lei & Feng, Guohui & Li, Ainong & Bi, Yang & Huang, Kailiang & Wang, Zhiwei & Chang, Shasha & Liu, Yanting, 2025. "An optimized energy management strategy for wind-PV hybrid heat pump systems with dual storage: Enhancing power-to-load interaction," Energy, Elsevier, vol. 340(C).
    11. Chie Hoon Song, 2021. "Exploring and Predicting the Knowledge Development in the Field of Energy Storage: Evidence from the Emerging Startup Landscape," Energies, MDPI, vol. 14(18), pages 1-20, September.
    12. Lorenz, Christian & Bayer, Daniel R. & Pruckner, Marco & Staake, Thorsten & Hopf, Konstantin, 2026. "Do dynamic electricity tariffs change the gains of residential PV-battery systems? A simulation-based evaluation using data from 448 households," Energy Policy, Elsevier, vol. 209(PA).
    13. Chatzigeorgiou, Nikolas G. & Theocharides, Spyros & Makrides, George & Georghiou, George E., 2026. "Assessment of the economic feasibility of hybrid Photovoltaic – Battery Energy Storage Systems in public buildings with flexible load demand: Examination study in Southern Europe," Renewable Energy, Elsevier, vol. 256(PD).
    14. Tang, Haotian & Li, Rui & Song, Tongqing & Ju, Shenghong, 2025. "Short-term optimal scheduling and comprehensive assessment of hydro-photovoltaic-wind systems augmented with hybrid pumped storage hydropower plants and diversified energy storage configurations," Applied Energy, Elsevier, vol. 389(C).
    15. Lin, Dong & Dong, Yun & Ren, Zhiling & Zhang, Lijun & Fan, Yuling, 2024. "Hierarchical optimization for the energy management of a greenhouse integrated with grid-tied photovoltaic–battery systems," Applied Energy, Elsevier, vol. 374(C).
    16. Barforoushi, Taghi & Zahani, Ali & Ghayour, Sepideh Saravani, 2025. "Optimizing the capacity of photovoltaic resources and battery storage in smart homes considering impact of scheduling of appliances and grid availability," Energy, Elsevier, vol. 333(C).
    17. Mulleriyawage, U.G.K. & Shen, W.X., 2020. "Optimally sizing of battery energy storage capacity by operational optimization of residential PV-Battery systems: An Australian household case study," Renewable Energy, Elsevier, vol. 160(C), pages 852-864.
    18. Dimitar Bozalakov & Mohannad J. Mnati & Joannes Laveyne & Jan Desmet & Lieven Vandevelde, 2019. "Battery Storage Integration in Voltage Unbalance and Overvoltage Mitigation Control Strategies and Its Impact on the Power Quality," Energies, MDPI, vol. 12(8), pages 1-26, April.
    19. Wang, Dongxue & Fan, Ruguo & Yang, Peiwen & Du, Kang & Xu, Xiaoxia & Chen, Rongkai, 2024. "Research on floating real-time pricing strategy for microgrid operator in local energy market considering shared energy storage leasing," Applied Energy, Elsevier, vol. 368(C).
    20. Ghorbanzadeh, Milad & Astaneh, Majid & Golzar, Farzin, 2019. "Long-term degradation based analysis for lithium-ion batteries in off-grid wind-battery renewable energy systems," Energy, Elsevier, vol. 166(C), pages 1194-1206.

    More about this item

    Keywords

    ;
    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:renene:v:260:y:2026:i:c:s0960148126000133. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.journals.elsevier.com/renewable-energy .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.