1. Introduction
According to recent figures, global energy consumption has been increasing in recent years. Current consumption in the United States of America is estimated to be 2.93 × 10
13 kWhs annually [
1]. With climate change and volatile fossil fuel prices, there has been an increase in attention towards renewable energy. Wind energy shows potential to provide an alternative to fossil fuels. The current utility-scale wind energy infrastructure in the USA can only provide 35% of the current energy demand of 107 GW [
2]. The International Energy Agency (IEA) has indicated an interest in blade design and control techniques to complement current turbine performance to diversify and optimize energy sources [
3]. Current control schemes aim to improve wind capture through gearbox designs and power conversion equipment for variable rotor speed [
4]. During partial (Region 2) or full load (Region 3) conditions, the aerodynamic efficiency can be affected by blade control through adjusting generator torque and blade pitch [
5]. These operating regimes can be seen in
Figure 1 below.
While these efforts are fruitful, there is a physical limit, known as the Betz limit, that restricts the ability to extract the kinetic energy of the air, regardless of the blade design and control [
7]. This limit, based on conservative estimates, caps the maximum efficiency of a turbine at 59.3 %. This is often parameterized as the coefficient of power
, defined as the ratio of electric power produced to the wind power available [
8].
Industry standard turbine and blade control attempts to maximize power under freestream flow conditions. Turbines are often located in clusters, arranged in arrays in close proximity. The rationale behind this is to concentrate them geographically and increase profitability with regard to the wind resources available. The clustering also reduces the maintenance and transportation costs by requiring materials to be carried to a single local site. Due to an increase in energy demands, more wind farms are being built in proximity (±40 km) to one another [
9]. This leads to a substantial drawback in the aerodynamic performance of the wind farm due to the induced wake effects. A 209 MW capacity Texas wind farm situated downstream to another wind farm demonstrated power generation losses due to wake effects as 184,415 ± 120,930 MWh between the years of 2011–2015. This roughly corresponds to USD 730 K ± 485 K annually [
10]. Since the upwind farm extracts kinetic energy of the air and reduces the velocity and momentum of the air, the downstream farm will produce less power and revenue [
9,
11]. A similar concept can be applied to turbines within a wind farm. When the incoming air flows through the upstream turbine, it produces a region of separated flow dominated by pressure drag and, hence, reduces the performance of the downstream turbine. These deficits are quantified as a 20–30% reduction in power relative to unimpeded turbines. There is also a 5–10% increase in fatigue loading for the downstream blades due to an increase in wake turbulence intensity (TI) and an increase in noise emission from the downstream turbine [
9,
11,
12]. Along with the growth of onshore wind farms, offshore wind has garnered great interest as well. Offshore wind comes with its own unique challenges like energy transportation, fatigue detection, and maintenance, which are being investigated [
13]. Due to the harsher wind conditions and more expensive maintenance costs, morphing blades discussed in this study could be even more suitable for offshore wind. Therefore, it is critical to develop an understanding of the wake effects to extract maximum power out of a wind turbine; quantifying this phenomenon is seen as a motivating factor for this project.
The wake characteristics can be affected by techniques such as active wake control by varying turbine characteristics like tip-speed ratio (TSR), pitch angle, and yaw angle. In a previous work by Bingzheng et al., TSR and pitch angle were varied to quantify the performance and the spatial wake evolution of a small-scale wind turbine [
14]. The largest wind velocity deficit and maximum power coefficient occurred at the optimal TSR value when the TSR was varied. Alternatively, an increase in just the pitch angle did not lead to the largest wind velocity but induced greater effects on wake velocity. Along with that, large pitch angles yielded a low wind velocity deficit and weak wake TI. Hence, the change of the blade’s pitch angle exhibits a greater effect on the wind velocity when compared with controlling the TSR in both near and far wake regions. When increasing the yaw angle, both the wake velocity and TI are reduced, generating an asymmetric wake structure [
15]. In another study, the two-turbine case was examined to understand the effects on the downstream turbine. Axial induction-based wake control was achieved by using torque control to increase the blade pitch angle and/or reduce the TSR. This study showed an increase in wake velocity, reduction in axial induction factor (AIF), rotor thrust, and power production of the upstream turbine while increasing the power production of the downstream turbine [
14]. Yaw-based wake control of the upstream turbine reduces the wake overlap with the downstream turbine through misalignment of the incoming flow. This increases the power production of the downstream turbine in comparison to the upstream turbine [
16]. This technique is known as secondary steering, where turbines work together to build larger vortex structures, thus leading to the deformation and deflection of the downstream wake and resulting in an increase in wind farm performance [
17,
18].
Advances in blade design, materials, and control have led to the progress of turbine performance in a range of environmental conditions. However, current fixed geometry blades, employing torque and blade pitch control, are not optimal across all operating conditions. Current blade stiffness hinders the development of control approaches that enhance wind capture, lessen fatigue loads, and improve mechanical and electrical stability; these shortcomings need to be rectified [
19]. Variable blade geometry is a new frontier for achieving blade control to improve operation and lifespan [
20]. While not a new concept, recent improvements in material and manufacturing technology position morphing blades as an avenue for growth for wind turbine operation and lifespan [
21]. A geometrical change in shape as a result of blade actuation or smart materials is referred to as morphing. An example of morphing technology is the flaps on an airplane wing [
22]. These morphing blades have been influenced by the ability of birds to adapt to changing environmental conditions to optimize the flight path [
21,
22,
23]. These abilities to adapt to changing conditions are particularly effective for wind turbines, making them suitable for a range of inflow conditions when compared to standard fixed-blade technology [
24,
25].
MacPhee and Beyene validated higher torque, increased cp, and broader operational wind speeds for flexible blade technology when compared to traditional fixed blade counterparts [
19]. Wu et al. discuss a novel Wind-Speed-Adaptive Resonant Piezoelectric Energy Harvester for off-shore wind applications, showing performance improvements [
26]. Giammichele et al. discuss the use of a morphing trailing edge device to increase or decrease the lift coefficient of wind turbine blades [
27]. Redonnet et al. showed substantial gains of power delivered across all flow regimes through morphing designs using numerical simulations [
28]. Conventional control surfaces in wind turbines could exploit adaptability through active twist, camber, chord, and stiffness variations in blade geometry, such as using active tendons [
29,
30,
31]. Studies show that combining active twist and chord extension improves aerodynamic performance by 11% [
24]. Similarly, optimizing chord and twist angle distribution enhances the annual energy production (AEP) in small wind turbines [
30]. Loth et al. proposed tension cables to distribute equivalent forces between cable and centrifugal loads passively [
31]. Morphing blades improve efficiency, reduce vibrations, resist stall, and increase the lift-to-drag ratio. Gili and Frulla studied a segmented blade with adjustable pitch angles for electric motors and cables to vary twist and enhance lift [
32]. Daynes and Weaver demonstrated a flexible flap assembly on a turbine blade that increased lift, reduced drag, and regulated power [
33]. Wang et al. demonstrated that modifying twist at blade tip and base in a simplified morphing blade boosts AEP over pitch/stall-regulated designs [
20]. Morphing blades have primarily been tested in wind tunnels using small prototypes, with limited fabrication for large-scale applications [
25]. This underscores the need for further research to support the IEA vision for advancing this technology [
3].
Previous studies developed a design framework for blades with active twist angle distribution (TAD), ensuring an optimal angle of attack along the rotor radius, where the twist angle varies with blade length [
8,
34,
35,
36]. This framework, validated using NREL’s AeroDyn software, analyzed twist angles at discrete blade points and identified TAD geometries that maximize operational efficiency. This paper aims to consolidate knowledge on wake effects and integrate aerodynamic analysis of ideal TAD shapes using NREL FLORIS v4.0 software for wind speeds in Region 2. The mechanical design for implementing such blades is also explored. Blade shapes were modeled as a function of wind speed and radial distance from the hub. The current literature discussed previously lacks a full understanding of the wake effects and their impacts on the wind farm layout. Preliminary work in the wind turbine wake analysis has been carried out previously. However, this paper gives a broader overview and a unique approach to how the authors’ patented novel twist morphing idea could deal with the wake effects of the wind turbines. The wake effects were studied using data from the NREL Unsteady Aerodynamics Experiment (UAE) Phase VI, a fixed-speed 20 kW turbine with TAD blades. Subsequent sections delve into wake physics (
Section 2), wake models (
Section 3), simulation software and the flexible blade concept (
Section 4), and preliminary FLORIS results (
Section 5).
2. Wake Aerodynamics
Wake is defined as a region of recirculating flow immediately behind a bluff body or a wave pattern in the downstream fluid generated by a moving object. These flow patterns can be attributed to viscosity, resulting in flow separation, turbulence, and density gradients [
37]. A static turbine acting as a bluff body creates a velocity gradient and shear stress due to the no-slip conditions as the fluid moves over the surface. These effects of reduced flow velocity and non-zero shear stress are carried away from the body due to viscous diffusion [
38]. These effects of viscous diffusion are carried out at a slow rate, but convection drives them faster, creating a thin boundary layer. Which of these competing effects of viscous diffusion and convection are dominant depends on the Reynolds number (Re). A high Re results in a higher rate of downstream convection away from the surface; thus, the vorticity generated at the surface is swept back further. At moderate Re, the flow separates when it interacts with the body; hence, the flow does not have sufficient momentum to go around the body [
39]. After flow separation, an adverse pressure gradient develops due to the low velocity and momentum within the boundary layer. When subjected to this adverse pressure gradient, the boundary layer lacks sufficient momentum to overcome it, causing the flow to detach from the surface rather than follow it. With high Re, the region of flow separation is reduced because turbulent mixing brings higher-momentum flow closer to the surface [
40]. High Re is also known to produce von Kármán Street vortex, a form of unstable flow. This appears in the form of vortex shedding that arises from instabilities in attached eddies, when flow in the shear layers is slower than the surrounding flow, hence rolling into vortices. The resulting oscillating forces, characterized by the Strouhal number, cause unsteady loading on structures [
37,
39]. A rotating propellor in uniform flow produces various vortex structures by the hub, nacelle, tower, and the blade tips due to the turning blades [
41]. These wake formations can be categorized into two regions: the near-wake and the far-wake. In the far-wake region, the geometry of the turbine no longer plays a significant role since the helical vortex structure formed in the near-wake structure breaks down due to instabilities. The geometry of the wind turbine dominates the vortex structures seen in the near-wake regions since this is dependent upon the rotor radius and the wake growth rate. As the blades rotate, the vortices from the tip and the root start shedding [
40,
42]. These tip vortices, rotating in the opposite direction to the rotor, are located in the shear layers that form between the near- and far-wake regions due to the difference in velocities between the inside and the outside air. This region increases in thickness as it moves downstream, ultimately reaching the wake axis. A description of these wake structures can be seen in
Figure 2.
These highly turbulent shear layers lead to momentum transfers due to turbulent mixing; hence, the velocity deficit is reduced as the wake moves downstream. Both velocity deficit and enhanced turbulence are used to characterize this turbine wake. Velocity deficit leads to reduced power output from the downstream turbine, while the enhanced turbulence results in dynamic loading (fatigue), which reduces the blade lifespan. This velocity deficit recovers downstream as the turbulence mixing occurs and has a Gaussian shaped profile [
43]. Immediately behind the wind turbine, tightly wound helical vortices form from the blade tips, roots, and nacelle, with streamwise vortex structures concentrated at the center. Further downstream, wake instability caused by expansion and vortex interactions destabilizes the helical structure. Tip vortices lose uniform vorticity, and root vortices unwind, forming counter-rotating vortex pairs that drift away from the turbine axis. These two vortex structures interact further downstream but do not alter the flow [
44]. These vortices, along with turbulence from the nacelle, tower, and boundary layers, create a significant velocity deficit immediately downstream, which recovers gradually in the far wake. High TI is concentrated in regions of strong vorticity, while areas outside this zone experience lower TI. However, unsteady loads on downstream turbine blades, caused by vortex structures, reduce power output and induce fatigue, impacting turbine performance.
5. Results and Discussion
The previously mentioned TAD design framework was focused on maximizing efficiency in Region 2. The results in this section expand upon the former framework by implementing AeroDyn and FLORIS wake models to demonstrate effects of wake.
For this study, a 20 kW wind turbine similar to the one used in the NREL UAE Phase VI turbine study is used. The characteristics for this turbine are listed in
Table 1; this performance data has been certified by the NREL [
72]. This simple system is suitable for studying the blade twist angle. Along with that, this turbine model has been used in other studies, providing us with suitable benchmarks [
20,
72].
The FLORIS simulations seen require the
and
values for the specific TAD shapes found previously. The authors used AeroDyn to study the aerodynamic response of the blades and extract the necessary data. AeroDyn implements a quasi-steady BEM theory [
73]. Due to its reliability and fast computational speed, BEM is a common method for evaluating these parameters [
74]. While reliable, BEM breaks down at high values of AIF and does not take the effects of vortex shedding for blade tip and hub into account. AeroDyn implements Prandtl’s tip loss and hub loss, Glauert, and skew wake to tackle these short comings. The AeroDyn model simulates each unique TAD between the speeds of 5 m/s to 10 m/s to obtain the blade performance parameters. Then, all the TAD shapes were simulated using pitch control to find the maximum
as a function of the pitch angle with a constant rotor speed of 72 rpm for each wind speed.
Table 2 lists the corresponding
and
values for different wind speeds. These will be used as input data for FLORIS.
Table 3 lists the percentage change for
and
relative to the baseline blade.
Once this input from the AeroDyn software was extracted, the FLORIS simulations were generated with the previously mentioned Python version of FLORIS 2.2.0. These simulations were constructed for all nine TAD shapes and the original blade design. For a single turbine, the velocity deficit is evaluated by measuring the horizontal cut-plane of the flow at the hub height. The different blade profiles contain significant overlap, making it hard to separate the distance at which the velocity recovers 99% of the inlet velocity. These distances (in meters) appear in
Table 4 below.
The percentage change relative to the baseline is quantified and seen below in
Table 5. Only the profiles that showed a decrease in velocity recovery distance are seen below as a negative percentage value. Only TAD #7–9 are seen to have a better velocity recovery.
The wake interactions between the upstream and downstream turbine were also simulated together to understand the effect on the power production.
Figure 7 shows the wind farm layout with the turbines spaced at 5D since this is a common minimum distance for turbines.
The power generated from this upstream and downstream turbine can be seen in
Table 6,
Table 7 and
Table 8. When simulating these turbines, negative power output is seen due to hysteresis, where the turbine properties lag behind its changes. This can be seen at the cut-in and cut-off speed. From these results, the TAD #1 is the most efficient at start up with the lowest cut-in value but is not optimal for other wind speeds. TAD #9 is better for rated speed due to its higher power performance. This data suggests that the flexible blades are most useful near the cut-in and rated speed proven by the evidence that the power coefficient increased by 3.38 % and 3.27 % for TAD #1 and 9, respectively.
To better understand these effects, the percentage change in the power output is seen in
Table 9,
Table 10 and
Table 11. These tables show the blades that are of most significance. It is seen that TAD #3 and #6–8 have the highest increase in upstream power generation for a broad range of Region 2 conditions. TAD #3 shows improved performance in the early start-up speeds. TAD #6–8 perform better at higher speeds. In the downstream turbines, TAD #1–4 outweigh the power generation of the fixed-blade design in early start-up, and TAD #6–9 have better function closer to the rated speeds. The shape of TAD 1 is optimal for low wind speed at and just above cut-in and is discussed in detail in [
36]. The performance gain is measured relative to the original power production level. Since power output is lowest near the cut-in speed, even a small increase in production appears large in terms of percentage.
Wind direction is an important factor is assessing wake effects. The wind direction can affect the placement and the orientation of the wake cones. To assess this, a new layout with turbines arranged synchronously in a row is seen in
Figure 8. A reference turbine is included that is unaffected by nearby turbines, while the control and test turbines are present to assess the downstream effects of wake. The team used the energy wake loss module in FLORIS to calculate the balanced wake loss. This is the total difference in energy production when compared to the reference turbine [
75,
76]. The formula for this can be seen below in Equation (
39).
The term
is used to measure this effect of wake, and these calculations are carried out by averaging the wake loss for each wind speed and wind direction.
Table 12 below demonstrates the percentage loss for each TAD and the original design. Green indicates the wake loss percentage that is higher across the defined wind direction bin while red indicates a lower percentage. TAD #3 and #7 are the most promising followed by TAD #1, 4, 6, and 8.
The difference in wake loss percentage is also calculated to show the increase or decrease to the original blade design.
Table 13 shows the maximum gain and loss with respect to each TAD.
TAD #3 appears to be well suited for wind direction, though the maximum decrease should be concerning; hence, TAD #2, 3, and 7 show the highest percentage range in wake loss at 13.6%, 13.9%, and 17.0%, respectively. The absolute range of percent changes is used when evaluating the TAD geometries as the decrease in wake loss may be misleading. TAD #6 was considered optimal as it had a relatively high increase in gain while minimizing the decrease in loss.
Figure 9 highlights the distribution of TAD #6 that produces the least amount of wake loss.
Optimal Blade Design
Out of the nine TAD shapes, the process of selecting the the twist distribution with the lowest actuation energy was carried out. This optimum free blade shape is represented by the diagonal elements shown in
Table 2. The diagonal elements show the optimal TAD producing the highest increase in power in the diagonal elements shown in
Table 6.
Table 14 and
Table 15 show the aerodynamic characteristics of the optimum blade used as input data in FLORIS. The subscripts “0” and “t” represent the characteristics obtained using the conventional method and theoretical TAD, respectively.
These results match the results obtained in the previous work, showing once again that the variable twist blade provides the greatest advantage in the cut-in and rated speeds. The increase in performance also becomes less significant as the speeds approach 9 m/s, indicating that this speed is the optimal speed for the original blade. A defined set of points through a single row at hub height was collected for a single turbine layout to capture the velocity deficit.
Figure 10 shows how the optimal TAD compares to the original blade when optimized for 9 m/s.
This shows that, even at optimum operating speed, the TAD blades show faster recovery. This indicates that there is sharp discontinuity in the wake velocity across the rotor. A smooth velocity recovery is now observed at an x-distance of 75 m. This may be caused by the transition from near- to far-wake. To look at this closely, a comparison between the energy ratio against wind speed and direction was carried out for both TAD shapes and can be seen in
Figure 11. The TAD blade shows a higher energy ratio for a broader range of wind speeds with an exception of 270°. This indicates that a TAD blade can improve the turbine operation in Region 2, with these differences becoming more significant when scaling to a larger turbine.