Energy Optima vs NREL SAM
SAM (System Advisor Model) is the reference tool of the research world — free, open source, and used across NREL's own publications. Energy Optima is a commercial platform. If cost is the deciding factor, SAM is hard to beat. Here is what you trade.
What NREL SAM does genuinely well
SAM is a serious, well-documented model produced by the National Renewable Energy Laboratory. It is used in academic research, utility resource planning and early-stage feasibility, and it covers a genuinely wide technology set.
- Free and open source. No licence cost, no seat limits, no vendor relationship.
- Transparent and citable. Its algorithms are documented in peer-reviewed publications, which is why it appears in research so often.
- Broad technology coverage. PV, CSP, wind, geothermal, biomass and battery storage in one tool.
- Configurable battery dispatch. Peak shaving, self-consumption and arbitrage rules can be scripted.
- Scriptable (PySAM). The Python bindings make batch and parametric studies genuinely practical.
Where SAM is a heavy lift commercially
- Battery degradation is a single annual fade rate. There is no calendar/cycle separation and no C-rate-dependent interpolation, which is the core of BESS lifetime economics.
- No manufacturer component database. You enter battery specifications by hand, so a model built this way can drift from the datasheet it is supposed to represent.
- Dense desktop interface. The learning curve is real, and it is not a shared, multi-user workspace.
- Reporting is a modelling output, not a deliverable. Producing a formatted client report with loss waterfalls and investor cashflows means post-processing outside SAM.
What Energy Optima does
- BESS degradation from manufacturer tables via 3D interpolation across year, C-rate and cycles per day.
- Component selection from datasheets rather than manual parameter entry.
- LP-optimized sizing with rule-based, economic and predictive MPC dispatch.
- Report generation in .docx, .pdf and .xlsx with engineer, investor and owner audience variants.
- Multi-user collaboration and API access on higher tiers.
Where SAM beats us
Put plainly: SAM is free, its method is fully documented in the open literature, and it covers CSP, geothermal and biomass that Energy Optima does not model at all. For a research paper, a parametric academic study, or a technology screen where budget is zero, SAM is the correct tool. PySAM's scripting story is also more mature than our API for very large batch campaigns.
Feature comparison
| Capability | Energy Optima | NREL SAM |
|---|---|---|
| Cost | Free tier; paid plans from $99/mo | Free, open source |
| Battery degradation | 3D interpolation: year × C-rate × cycles/day | Single annual fade rate |
| Component database | Manufacturer datasheets with degradation tables | Manual parameter entry |
| PV modelling | Multi-array, MPPT string sizing, 10-category waterfall | Detailed but no 3D shading |
| Optimization | LP auto-design + economic/predictive dispatch | Rule-based dispatch; parametric sweeps via PySAM |
| Technologies covered | PV, battery, grid, diesel, wind | PV, CSP, wind, geothermal, biomass, battery |
| Reporting | Formatted .docx/.pdf/.xlsx, 3 audience types | Model outputs; post-process externally |
| Automation | REST API on Team and above | PySAM Python scripting |
Assessment based on published documentation and each tool's documented modelling approach. SAM is produced by NREL and is free to use; always confirm current capability against its official documentation for your release version.
Which should you choose?
Choose NREL SAM if…
- Budget is zero and the work is research or academic.
- You need CSP, geothermal or biomass in the same model.
- You want a fully documented, peer-citable method.
Choose Energy Optima if…
- You need BESS degradation that tracks a real cell datasheet.
- The output must be a client- or lender-ready report, not a model dump.
- A team needs to work in one shared project workspace.
Frequently asked
Is NREL SAM really free?
Is SAM accurate for battery storage?
Why would I pay for Energy Optima when SAM is free?
What does the free Energy Optima plan include?
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