Thursday, April 22, 2021

Jordan McCorey - MVP

Last Thursday (April 15th, 2021), Jordan McCorey defended his master thesis Forecasting Most Valuable Players of the National Basketball Association.

Jordan McCorey received his B.S. in Mechanical Engineering from NC A&T University in 2017. Right after graduation, he started his full time job at Boeing in North Charleston as a process engineer. He joined our Master of Science in Engineering Management as a part-time student in Fall 2018. 

Jordan McCorey's master thesis defense
From left to right: Dr. Tao Hong, Dr. Linquan Bai, Jordan McCorey, and Dr. Pu Wang

MVP, a.k.a. Most Valuable Player, is the highest individual award for the most performing player in the entire league. If I were asked to name the MVP among all the graduate students in our program during this pandemic year, Jordan McCorey would be the one.

I have always been interested in sports, basketball in particular. After ISF2019, I sent an email to our graduate students list with a few project topics. One topic was sports analytics - NBA forecasting. Jordan responded to my email with a passionate cover letter expressing his strong interest.

We quickly set up a phone call to discuss a plan to move forward. During the phone call, I was very pleasant to know that Jordan was a varsity basketball player in high school. His understanding of the game was definitely a big plus for this topic. On the other hand, I also got to know that he has limited experience in programming, statistics, and forecasting.

I explained the challenge to him. Apparently he didn't back off. Then I asked him to take my forecasting course, which is known as one of the most demanding courses on campus. The COVID-19 pandemic hit us right in the middle of Spring 2020 semester. Many students took the easy route by taking a passing grade. Jordan, however, worked extra hard to earn a solid A while working on his full-time job at Boeing. 

Due to the quarantine, I was never able to meet Jordan in person. Instead, we had many phone calls to discuss his plan of study, research progress, and of course, our shared passion about the game of basketball. 

A few weeks before his defense date, I got a call from Jordan telling me that he just had Achilles injury. That's the same injury that led to Kobe's retirement, and the same injury that took down Kevin Durant during Game 5 of 2019 final. I asked him if he wanted to postpone the defense. He said no.

Then it came the defense date. 

A fabulous presentation Jordan delivered. 

I was super impressed, so were the other two committee members. 

Jordan McCorey, MVP of the 2020-2021 academic year. 

Tuesday, December 22, 2020

Announcing Global Energy Forecasting Competition 2021: Solar and Net Load Forecasting

Dear colleagues and readers of this blog,

Last year at ISF2019 in Thessaloniki, Greece, I mentioned the possibilities of running the next Global Energy Forecasting Competition in the SWEET membership meeting. Then the COVID-19 pandemic put everything on hold. 

Today, I'm pleased to announce GEFCom2021: Solar and Net Load Forecasting. 

GEFCom2021 will feature two tracks, solar irradiance forecasting and net load forecasting. Dr. Dazhi Yang will chair the solar irradiance forecasting track, while I'm taking care of the net load forecasting track.

This competition will inherit the bi-level setup of GEFCom2017. We will use a qualifying match math to bring together contestants from various domains, and to help people get familiar with solar and load forecasting problems. Then a final match will determine the winners. 

Additional details of GEFCom2021 will be released in Spring 2021. Please join the email list via this REGISTRATION FORM to get timely updates about GEFCom2021.

Hope you all stay safe and enjoy the holiday season!


Tuesday, June 23, 2020

Consulting, Research and Teaching in Energy Forecasting

In one week, Jun 30, 2020 11:00 AM Eastern Time, to be exact, I am going to give a talk at the IIF Early Career Researchers Network (ECR) virtual meeting. The registration link is HERE. You will need to have ZOOM on your PC or mobile device to join the meeting. 

Consulting, research and teaching in energy forecasting

Dr. Tao Hong will discuss the transition from a graduate student, to an industry professional, and then to a university professor. He will discuss how he balances the activities to strengthen his research program while helping students, industry organizations, and local communities.

About Dr. Tao Hong

Dr. Tao Hong is an Associate Professor of Systems Engineering and Engineering Management Department, Director of BigDEAL (Big Data Energy Analytics Laboratory), and NCEMC Faculty Fellow of Energy Analytics at University of North Carolina at Charlotte. In 2011, Dr. Hong started IEEE Working Group on Energy Forecasting as the Founding Chair and chaired the group until 2019. He is a Director at Large of International Institute of Forecasters, Founding Chair of IIF Section on Water, Energy and EnvironmenT (SWEET), General Chair of Global Energy Forecasting Competition, and author of this blog Energy Forecasting. Dr. Hong has been serving as department editor, editor and associate editor of several top journals, such as IEEE Transactions on Engineering Management, IEEE Transactions on Smart Grid, International Journal of Forecasting, and Solar Energy. Dr. Hong has provided training and consulting services to over 200 organizations worldwide in the area of energy forecasting and analytics.

Beyond his 24 x 7 working hours, Dr Hong is a volunteer coach of the Math Olympiad team of my neighborhood school. He started the Charlotte Math Meetup during the COVID-19 quarantine to help local kids and their friends with math. He enjoys basketball and jump rope. He was a silver medalist at the 2019 USA Jump Rope National Competition.

Wednesday, April 22, 2020

Energy Forecasting Jobs During COVID-19

This blog has been viewed hundreds of thousands of times by tens of thousands of energy forecasters worldwide have been visiting this blog. Several years ago, I used to post jobs on weekly basis. Then I stopped doing that to avoid primary contents being buried by job posts. 

I changed my mind because of COVID-19.

Many companies have hiring freeze, while many are still searching for people to fill in the vacancies. 

Many students and job seekers are desperate and panic in the job market. 

As a forecaster, I have zero interest forecasting when this chaos would end. As an energy forecaster, maybe I can help other energy forecasters and energy companies during COVID-19.

This is what I'm going to do for the next few months...

To hiring companies/managers:
  • Send me an email with the link to your job description, as well as job location, restrictions about visa status / green card / citizenship, and other important details you think applicants should know. 
  • Leave your contact information if you want. 
  • If you haven't followed me on LinkedIn, do that now. 
I'll post the links on the JOBS page of this blog. Sometimes, I will also select some jobs to broadcast through my LinkedIn profiles, which are followed by thousands of energy forecasters. 

To job seekers:
  • Check this blog frequently. 
  • Apply to the jobs you are qualified for and interested in. 
  • Leave your name under my LinkedIn post.
  • If you haven't followed me on LinkedIn, do that now. 
If you think you are a superstar in the job market, you can send me more details about your experience. I may broadcast your profile through my LinkedIn profile as well. 

Hope we all work together to fight through this unprecedented period!

Tuesday, April 7, 2020

Deeksha Dharmapal - Well-rounded

Today (4/7/2020), Deeksha Dharmapal defended her master thesis on Gross Domestic Product for short-term load forecasting.

Deeksha received her B.S. in Civil Engineering from Bangalore Institute of Technology, India, in 2012. Prior to joining UNC Charlotte in Fall 2018, she had several years of industry experience in India, with Amazon and EMC2 (now DellEMC). During her graduate study at our program, she also completed a summer internship at Bosch Rexroth, Charlotte.

During the past few years, I gave a departmental seminar to new graduate students every year. Deeksha is definitely the one that left the best impression on me. Most students at the seminar stayed quiet, while Deeksha was one of the few asking questions. Her questions sounded genuine and intelligent. Nevertheless, I didn't think she would eventually join my group, because she appeared to have a bright future on the managerial track.

Among the students in our program, the self-motivated ones start looking for their faculty mentor rather early. Deeksha took an unique approach. She showed up at one of my MS student, Shreyashi Shukla's thesis defense. Later she signed up and completed my forecasting course, which was a surprise to me.

When she told me that she wanted to join my group, I gave her the same task, passing two SAS programmer certification exams. She completed the base one, but failed the advanced one in her first attempt. The outcome didn't surprise me, because I knew her programming background was weak at that time. Most students at this point would just give up and look for other professors. She didn't. Finally she got the SAS Advanced Programmer Certification. Since she didn't pass it within the time limit I assigned, I gave her an extra task, which she completed in time. I brought her to BigDEAL as my MS thesis student in the summer of 2019.

The thesis topic I gave her was non-trivial. Economic indicators are typically used for long term load forecasting but not short term load forecasting. I asked her to investigate what are the situations that we should consider economy, GDP to be specific, in short term load forecasting. This research involves a lot of programming skills as well as knowledge in statistics.  She picked up those things along the way, and had the thesis beautifully done.

As a forecaster, I love to investigate the things that I failed to predict. I was wondering how a little girl Deeksha surprised me multiple times by pushing herself out of her comfort zone and fighting such a tough uphill battle. Through some casual conversations, I learned that she was a student athlete. She ran track for the most part of her student life - short distance sprints and relay. She was on the basketball and volleyball teams. Post marriage, she has been playing competitive badminton.  I guess the sports experience must have built her a strong heart!

Congratulations, Deeksha!

Monday, April 6, 2020

Congratulations, Dr. Masoud Sobhani!

On March 12, 2020, Masoud Sobhani defended his doctoral dissertation on Delivery Point Load Forecasting. It was right before the coronavirus lockdown. Today, all his forms have gone through the approval chain.

Masoud joined UNC Charlotte's Master Program in Engineering Management in Spring 2016. He completed his M.S. degree in Engineering Management in December 2017 under my supervision. After that, he continued pursuing his PhD in Infrastructure and Environmental Systems.

Masoud is a great teacher. He is by far the only student in my lab being nominated for the Outstanding Graduate Teaching Assistant Award at the university level. As the graduate program director, I have to assign graduate teaching assistants to all graduate and undergraduate classes my department offers. Sometimes several colleagues ask me for Masoud to be their TA at the same time!  I had the fortune of having him help with four of my courses: forecasting, energy analytics, computational intelligence, and case studies in the energy industry. Sometimes I asked him to give lectures. During these coronavirus lockdown days, all of us professors have to move the course online. For some lectures, I can find no better resources other than recordings of Masoud's from last year!

Masoud is gifted for his leadership. During his tenure in my research group, he led two BigDEAL teams to win the NPower competitions. As a graduate student of UNC Charlotte, he is a leader of Iranian student body. As the teaching assistant, he led a team of students putting the course project into a high quality journal paper, which is the first and only class paper ever published from the courses I taught at UNC Charlotte. 

Upon graduation, Masoud published two journal articles. He also won the ISF travel grant to present his research at ISF 2018 in Boulder, CO. Masoud's research has advanced the state-of-the-art by several years. This is largely due to his two internships at NCEMC during the summers of 2018 and 2019. His research outcome has already been put in production environment by the cooperatives. Unfortunately, he experienced the dark side of today's peer review system, just like my experience 10 years ago. The core contribution of his dissertation was underappreciated by inexperienced reviewers.

Masoud passed his PhD Qualifying Exam in Fall 2018, completed his proposal defense in Spring 2019.  He was ready and going to defend his dissertation last semester, to keep up with my record of two-year PhD. Right after he came back from the summer internship, Duke Energy immediately took him before any other companies did,  which delayed the graduation a bit. Still, with a defense data in March 2020, he completed his PhD in 2.5 years, which is remarkably fast!

Now Masoud and his beautiful wife live in a luxury apartment in the city center, minutes away from Duke Energy. I wish I had that life style!

Again, congratulations, Dr. Masoud Sobhani!

Tuesday, February 18, 2020

Yike Li - Eager to Learn

Last Friday (2/14/2020), Yike Li defended his MS thesis, Optimal Weather Station Selection for Electric Load Forecasting.

Yike Li's MS thesis defense
From left to right: Dr. Tao Hong, Yike Li, Dr. Pu Wang and Dr. Linquan Bai

Yike received his B.S. degree in Applied Physics from Tianjin University, China, in 2010, and his M.S. degree in Electrical Engineering from North Carolina State University in 2012. He joined our MSEM program in Fall 2018. Meanwhile, he also enrolled in our INES PhD program. From 2012 to 2019, he had a progressive career in the power industry. His was promoted to a consulting manager at Accenture last year, and then decided to come back to school to pursue his PhD.

I got to know Yike since his days at NC State University. I was giving lectures on load forecasting and demand response, when he was one of the students in the class. At that time, he was definitely the student showing most interest in the subject. He was eager to learn, and asking me many questions about the software, models, and applications. Since then, we have been keeping in touch. Occasionally, he sent me greeting messages and updates about his progress in the industry. 

Couple years ago, Yike asked me about pursuing a PhD degree under my supervision. Since he didn't have thesis writing experience, I asked him to complete a master thesis first. Although I've known him for years, I still had him going through the BigDEAL interview process including the screening tests. He passed them without a surprise. His thesis topic is a continuation of my IJF paper on weather station selection. The task was to propose a method beating the one in my IJF paper. It was not an easy task, but he nailed it. He was able to complete the thesis research while working full time. 

Now he can focus on his dissertation research!

Congratulations, Yike!

Wednesday, January 8, 2020

Computational Intelligence

Last semester at UNC Charlotte, I taught a new graduate-level course Computational Intelligence.

Student Profile

The course started with 15 students on 8/21/2019, and ended with 10 students:

  • INES PhD students: 6 => 6;
  • ECE PhD student: 1 => 1;
  • Applied Energy student: 1 => 1;
  • MSEM on campus student: 6 => 1; 
  • MSEM remote student: 1 => 1.

The picture was taken at the last lecture with the on campus students, the Teaching Assistant, and myself.

Computational Intelligence Class 2019
From left to right: Tao Hong; Richard Alaimo; Vinayak Sharma; Sepehr Sabeti; Shreyashi Shukla; Deeksha DharmapalBhav Sardana; Zehan Xu; Masoud Sobhani (TA); Yike Li. Students not on the picture: Allison Campbell and Nima Nader


I developed this course to help the students better grasp the fundamentals in this hype of AI/ML. The following topics were covered in Fall 2019.

  • Mathematical programming and statistical forecasting
  • Fuzzy set, fuzzy logic, fuzzy regression, and fuzzy clustering
  • Support vector machine and support vector regression
  • Neural networks, neural fuzzy systems, recurrent neural networks, and deep learning
  • Metaheuristic search algorithms, A*, simulated annealing, and tabu search
  • Artificial immune systems
  • Genetic algorithms
  • Swarm intelligence, ant colony optimization, and particle swarm optimization
  • Bayesian network
  • Designing your tools

Assignments and Exams

The course has 4 homework assignments, a 3-phase course project, a mid-term exam and a final exam.

Traditionally, when this course is offered by Industrial & Systems Engineering faculty, the applications are various optimization problems. When I took Soft Computing during my PhD days at NC State University, we were mostly solving nonlinear optimization problems as homework, project and exam problems.

However, there are not many situations in daily life for us to find a global optimal solution of a sophisticated function made of several trigonometric functions. Instead of penetrating the homework and exam problems with unrealistic mathematical equations, I had the students work on realistic problems for most part of the semester.

For instance, the first homework was to predict my son Leo's jump rope performance. Leo is a very competitive jumper. In the national jump rope competition last year in Florida, he ranked top 5 among 10 and under kids for speed jump. But before the competition, I had to decide whether to have him participate or not. Students were asked to make that decision given his training records. I also taught some Texas Hold'em strategies when teaching Bayesian network after a light coverage of the traditional rain/sprinkler example. Some students used Texas Hold'em as their final project topic.

The final exam was jointly held with my collaborator Robertas Gabrys. The exam problem was on variable selection for forecasting, which I believe is a much more commonly seen problem than those traditional non-linear optimization problems.

Teaching Methods

For my other PhD level courses, I have minimized traditional lectures and maximized the homework. The classroom becomes a discussion forum, where the students learn from each other and myself by sharing their homework experience. The more efforts students put into the homework, the more they learn on their own and from each other. It was super effective, as many students improved their forecasting skills rapidly in a semester.

This course is different. There is a lot of theoretical contents to cover. My goal is not to have them be an operator of a black box. I want them to understand the details and fundamentals of those algorithms. Therefore, I was teaching them to hand-calculate parameters for a neural network, hand-calculate parameters for support vector regression, and so forth. I wanted to break down those fancy concepts, so that they can eventually build their own CI tools from scratch.

I greatly appreciate the students for their time being the first batch of this class and all the efforts they devoted to the course. This course is currently scheduled for every other year, so the next offering is Fall 2021. If you have any ideas or comments that can help me improve this course, please let me know!

Tuesday, January 7, 2020

Forecasting with High Frequency Data: M4 Competition and Beyond

M4 competition was a huge success. The International Journal of Forecasting just published a full issue covering all aspects of the competition. I was honored to be invited by the guest editors to write a commentary paper, which focused on the hourly series of the competition.

According to the organizers (see HERE), the M5 competition is coming soon!


Tao Hong, "Forecasting with high frequency data: M4 competition and beyond," International Journal of Forecasting, vol.36, no.1, pp.191-194, January, 2020. (ScienceDirect)

Forecasting with High Frequency Data: M4 Competition and Beyond

Tao Hong


The M4 competition included 100,000 time series, with the frequencies ranging from yearly to hourly. The team rankings differ notably across frequencies for both point and probabilistic forecasting. I discuss the performances of these methods, with an emphasis on the hourly series of the M4 competition. I also discuss forecasting with high-frequency data in general.

Thursday, October 31, 2019

Descriptive Analytics Based Anomaly Detection for Cybersecure Load Forecasting

Data quality has been a big challenge in load forecasting practice, but an underestimated issue in the academic literature. This work was supported by the U.S. Department of Energy through the Cybersecurity for Energy Delivery Systems Program. We were trying to detect anomalies so that accurate load forecasts can be produced even when the data is contaminated.


Meng Yue, Tao Hong, and Jianhui Wang, "Descriptive analytics based anomaly detection for cybersecure load forecasting," IEEE Transactions on Smart Grid, vol. 10, no. 6, pp. 5964-5974, November, 2019

Descriptive Analytics Based Anomaly Detection for Cybersecure Load Forecasting

Meng Yue, Tao Hong, and Jianhui Wang


As power delivery systems evolve and become increasingly reliant on accurate forecasts, they will be more and more vulnerable to cybersecurity issues. A coordinated data attack by sophisticated adversaries can render existing data corrupt or outlier detection methods ineffective. This would have a very negative impact on operational decisions. The focus of this paper is to develop descriptive analytics-based methods for anomaly detection to protect the load forecasting process against cyberattacks to essential data. We propose an integrated solution (IS) and a hybrid implementation of IS (HIIS) that can detect and mitigate cyberattack induced long sequence anomalies. HIIS is also capable of improving true positive rates and reducing false positive rates significantly comparing with IS. The proposed HIIS can serve as an online cybersecure load forecasting scheme.