Set 40 — Power Angle and Power-Factor Correction
Everything a cylindrical-rotor synchronous machine does at steady state is contained in one sine curve, \(P = (3VE_f/X_s)\sin\delta\). Its amplitude is set by the design and the excitation; the working angle is set by the load; and the fact that a sine has a maximum is the reason the machine has a pull-out limit at all. The first and fourth problems here treat that curve directly, one at a stated output and one across three values of synchronous reactance.
The rest of the set spends the other half of the machine. An over-excited synchronous machine is a source of leading kilovars, and it can be sold as such — running on no load as a synchronous condenser, or driving a mechanical load and correcting the works power factor at the same time. Both are sized here, the condenser is weighed against a static capacitor bank doing the same job, and the set closes by showing that the excitation which buys power-factor correction is the same excitation that buys stability margin.
The power-angle characteristic is the whole of steady-state synchronous machine behaviour. With \(R_a\) neglected and all quantities per phase,
\[ P = \frac{3VE_f}{X_s}\sin\delta \]A sine, not a straight line. Load is carried by opening the angle, and the angle is the only variable that responds.
Its peak is the steady-state stability limit:
\[ P_{max} = \frac{3VE_f}{X_s}\ \text{at}\ \delta = 90^\circ, \qquad T_{max} = \frac{P_{max}}{\omega_s}, \qquad \text{margin} = \frac{P_{max}}{P} \]Directly proportional to \(E_f\) and inversely proportional to \(X_s\). A machine with a large synchronous reactance is a weak machine.
Power-factor correction is bookkeeping in kilovars. Real power is unchanged by correction; only the reactive component moves:
\[ Q_1 = P\tan\phi_1, \qquad Q_2 = P\tan\phi_2, \qquad Q_c = Q_1-Q_2 = P\left(\tan\phi_1-\tan\phi_2\right) \]An over-excited synchronous machine is a source of leading kVAR. Running with no mechanical load it is a synchronous condenser, and its rating is set by the kVAR it must supply plus the small real power its own losses demand:
\[ S_{\text{machine}} = \sqrt{Q_c^2 + P_{\text{loss}}^2} \approx Q_c \]A loaded synchronous motor does both jobs at once. Add its input power to the plant's and require the total to sit at the target power factor; the motor's own kVAR is whatever makes that true:
\[ P_{\text{tot}} = P_{\text{plant}} + \frac{P_{\text{shaft}}}{\eta}, \qquad Q_{\text{motor}} = Q_{\text{plant}} - P_{\text{tot}}\tan\phi_{\text{target}} \]A positive answer means the motor must supply leading kVAR, so it runs over-excited at a leading power factor \(P_{\text{motor}}/S_{\text{motor}}\).
Capacitance for a given kVAR depends on the connection, and the factor is three:
\[ C_{\Delta} = \frac{Q_c}{3\omega V_L^2}, \qquad C_{Y} = \frac{Q_c}{\omega V_L^2} = 3C_{\Delta} \]Delta always needs one third of the capacitance for the same kVAR, which is why capacitor banks at medium voltage are almost always in delta.
Correction and stability compete for the same field current. Raising the excitation raises both the leading kVAR and the pull-out margin, and lowering it costs both. There is therefore no such thing as choosing the power factor of a synchronous motor without also choosing its stability margin.
A 3-phase, star-connected, 6600 V, 50 Hz, 8-pole synchronous motor has a synchronous reactance of 15 Ω per phase, negligible armature resistance, and is excited so that its excitation e.m.f. is 4400 V per phase. It delivers 1200 kW. Determine
- the maximum power the machine could develop at this excitation;
- the load angle at 1200 kW and the shaft torque;
- the armature current and power factor.
Per-phase voltage and synchronous speed first:
The amplitude of the power-angle curve:
This is the whole characteristic in one number: \(P = 3353.2\sin\delta\) kilowatts.
Invert it for the working angle:
On an 8-pole machine that is \(20.97/4 = 5.24\) mechanical degrees — the rotor sits about five degrees behind where it would be on no load, and a strobe light would show exactly that shift.
Torque, from the fixed speed:
The armature current, resolved about \(\mathbf V\):
The positive quadrature term marks the machine as over-excited, and it is already supplying \(3\times3810.5\times19.9 = 227\) kVAR of leading reactive power to the system while doing its mechanical work.
The stability margin follows without further work:
Comfortable. Below about 1.5 a drive is considered fragile, because a supply voltage dip reduces \(P_{max}\) in proportion to \(V\) and can wipe the margin out in a cycle.
A works takes 1200 kW at 0.7 power factor lagging from a 3-phase, 11 kV, 50 Hz supply. A synchronous condenser is to be installed to raise the overall power factor to 0.95 lagging. Determine
- the leading kVAR the condenser must supply;
- its kVA rating, allowing 25 kW for its own losses;
- the reduction in supply current, and what that is worth.
The real power does not change, and that is the pivot of every correction calculation. Only the reactive component moves:
The difference is the condenser's job:
Rating the machine. A synchronous condenser carries no mechanical load, but it still has friction, windage, iron loss and field loss to feed — taken here as 25 kW. Its own kVA is therefore
The losses raise the rating by 0.05 %, so an 830 kVA machine is specified. Their real cost is the 25 kW of energy they consume continuously, which Problem 5 prices.
The current before and after:
What the reduction buys. Losses in the supply cables, transformer windings and switchgear go as \(I^2\), so they fall by
Nearly half the distribution copper loss, removed without touching a single load. The same 26 % margin also releases transformer and cable capacity for future load, which is often worth more than the energy saving.
A caution on the target. Correcting all the way to unity looks tempting but is rarely done. From 0.95 to 1.00 costs a further 394 kVAR — almost half as much again as the whole job so far — and saves only the last 10 % of current. Tariffs are normally written to reward 0.95, and that is where the economics stop.
A factory already draws 800 kW at 0.8 power factor lagging. A new mechanical load of 200 kW is to be driven by a synchronous motor of 92 % efficiency. At what power factor must the motor be operated so that the overall works power factor becomes 0.95 lagging, and what must the motor's kVA rating be?
The motor's electrical input, not its shaft output, is what the supply sees:
Forgetting the efficiency here is the single commonest slip in this type of question, and it puts every later figure out by 8 %.
Existing load, in the two currencies:
The new total real power, which the motor increases whether we like it or not:
The reactive power the works is allowed to draw at the target factor:
The motor must make up the difference, and the sign says which way:
Negative, meaning the motor must supply 265.6 kVAR of leading reactive power rather than draw lagging reactive power. It must therefore run over-excited.
Combine the motor's own two components:
Checking the whole works, which is worth doing because the sign convention is easy to lose:
| Item | kW | kVAR | kVA | Power factor |
|---|---|---|---|---|
| Existing load | 800.0 | +600.0 | 1000.0 | 0.800 lagging |
| Synchronous motor | 217.4 | −265.6 | 343.2 | 0.633 leading |
| Works total | 1017.4 | +334.4 | 1070.9 | 0.950 lagging |
What has been avoided. Had the new load been driven by an induction motor at, say, 0.85 lagging, it would have added 135 kVAR instead of removing 266, and a separate 800 kVAR correction plant would have been needed to reach 0.95. The synchronous motor does the mechanical work and the correction with one machine and one set of losses.
Four otherwise identical designs of the 6600 V, 8-pole motor of Problem 1 are offered, differing only in synchronous reactance: 15, 25 and 40 Ω per phase. Each is excited to \(E_f = 4400\) V per phase and each drives the same 1200 kW load. Compare their load angles and stability margins, find the reactance at which the load can no longer be carried, and express each reactance in per unit on a 2000 kVA base.
Only one quantity in the power-angle relation changes, so the comparison is a single division repeated:
The per-unit base, for context:
Tabulating the three designs:
| \(X_s\) (Ω/phase) | Per unit | \(P_{max}\) (kW) | \(\delta\) at 1200 kW | Margin \(P_{max}/P\) | Verdict |
|---|---|---|---|---|---|
| 15 | 0.689 | 3353.2 | 20.97° | 2.79 | Comfortable |
| 25 | 1.148 | 2012.0 | 36.62° | 1.68 | Acceptable |
| 40 | 1.837 | 1257.5 | 72.61° | 1.05 | Unusable — on the edge |
| 41.92 | 1.925 | 1200.0 | 90.00° | 1.00 | Pulls out |
The limiting reactance, found by setting \(P_{max} = P\):
Read the middle rows carefully. Between 15 Ω and 40 Ω the reactance has not quite tripled, but the load angle has more than tripled and the margin has collapsed from 2.79 to 1.05. The reason is the sine: near 20° the characteristic is almost linear, so a small change in \(P_{max}\) produces a proportional change in \(\delta\); near 70° the curve is flattening and the angle runs away for very little further loading. A machine at 72.6° would be thrown out of step by the first voltage dip.
Where the reactance comes from. Problem 5 of Set 35 showed that most of \(X_s\) is armature reaction, which is inversely proportional to the air-gap reluctance. A machine built with a long air gap has a small \(X_s\), a large short-circuit ratio, a large stability margin and an expensive field winding; a machine built with a short gap is cheap and weak. The three rows above are the same trade-off priced in stability rather than in copper.
The remedy when \(X_s\) is fixed is more excitation, since \(P_{max} \propto E_f\). To restore the 40 Ω machine to a margin of 2.0 would need
That is 2.2 times the terminal voltage, far beyond what the field winding and the iron will stand. Stability lost to a large \(X_s\) cannot usually be bought back with excitation.
The 829.8 kVAR of correction required in Problem 2 is to be provided instead by a static capacitor bank on the 11 kV, 50 Hz bus. Determine
- the capacitance per phase in delta and in star, and the current in each capacitor;
- the annual energy consumed by the bank at 0.5 W per kVAR, against the 25 kW of the synchronous condenser;
- a reasoned comparison of the two solutions.
Each phase of a delta bank carries a third of the total kVAR at the full line voltage:
In star each phase carries the same kVAR but only \(V_L/\sqrt3\), so three times the capacitance is needed:
Capacitance is the expensive quantity, so medium-voltage banks are connected in delta almost without exception.
The currents:
Running energy, over a year of continuous service:
A factor of 60. On energy alone the capacitor bank wins outright, and that is why it wins in almost every industrial installation.
The full comparison, since energy is not the only consideration:
| Aspect | Capacitor bank | Synchronous condenser |
|---|---|---|
| Output | 830 kVAR leading, fixed | 830 kVAR leading, continuously variable |
| Can absorb lagging kVAR? | No | Yes — under-excite it |
| Losses | 415 W (0.05 %) | 25 kW (3 %) |
| Annual energy | 3 635 kWh | 219 000 kWh |
| Output when voltage sags to 0.9 pu | \(0.9^2 = 81\) % — falls when most needed | Can be boosted by field forcing |
| Adjustment | In switched steps | Stepless, by field rheostat or AVR |
| Moving parts, foundations | None | Rotating machine, bearings, starting gear |
| Maintenance | Negligible | Regular |
| Harmonic behaviour | Can resonate with system inductance | Damps rather than amplifies |
| Typical use | Industrial plant, any size | Transmission substations, large works |
The row that decides most real cases is the voltage one. A capacitor's output falls as the square of the voltage, so exactly when the system is sagging and needs reactive support most, the bank delivers least. A synchronous condenser behaves the opposite way: its field can be forced, and its output can be temporarily raised above rating. That is why the machine survives in transmission service long after it disappeared from factories.
The 6600 V, 8-pole, \(X_s = 15\ \Omega\) motor of Problem 1 is to be re-rated to drive 1500 kW while retaining a pull-out margin of 2.0. Find the excitation e.m.f. required, the load angle, and the resulting armature current and power factor. Comment on what this means for a works relying on the machine for power-factor correction.
The margin fixes the amplitude of the power-angle curve:
The load angle comes free with a margin of exactly 2:
A margin of 2 always means a load angle of 30°, whatever the machine. It is worth carrying that pairing in mind as a landmark.
The current, resolved as before:
Notice what has happened. The excitation e.m.f. is 3936 V against a terminal voltage of 3810 V — the machine is over-excited — and yet the power factor is lagging. The reason is the projection: at 30°, \(E_f\cos\delta = 3409\) V has fallen below \(V\), and it is that projection, not \(E_f\) itself, that decides the sign of the reactive current.
What unity power factor would have demanded instead:
So unity power factor here is not in conflict with the margin at all — it exceeds it. The two demands pull in the same direction, both calling for more field.
The comparison, laid out:
| Excitation policy | \(E_f\) (V/phase) | \(\delta\) | \(I_a\) (A) | Power factor | Margin |
|---|---|---|---|---|---|
| Minimum for margin 2.0 | 3936.5 | 30.00° | 133.9 | 0.980 lagging | 2.00 |
| Unity power factor | 4288.8 | 27.32° | 131.2 | 1.000 | 2.18 |
| Original setting (Problem 1) | 4400.0 | 26.58° | 131.5 | 0.998 leading | 2.24 |
The lesson for the works. At 1200 kW this machine supplied 227 kVAR of leading correction (Problem 1). Re-rated to 1500 kW at the same field, the leading current falls to 8.3 A and the correction to 95 kVAR; and if the field were trimmed to the bare minimum for a margin of 2.0 it would absorb 26.8 A, or 306 kVAR lagging, instead. A synchronous motor's value as a corrector therefore shrinks as its mechanical load grows, and a plant that has come to depend on it must either raise the excitation or find its kilovars elsewhere.
Key Formulas
| Quantity | Relation | Notes |
|---|---|---|
| Power-angle characteristic | \(P = (3VE_f/X_s)\sin\delta\) | Per phase quantities, \(R_a\) neglected — Problem 1 |
| Maximum power | \(P_{max} = 3VE_f/X_s\) | At \(\delta = 90^\circ\) — Problems 1, 4, 6 |
| Stability margin | \(P_{max}/P = 1/\sin\delta\) | Margin 2.0 \(\Leftrightarrow \delta = 30^\circ\) — Problem 6 |
| Torque | \(T = P/\omega_s\), \(\omega_s = 2\pi N_s/60\) | Speed fixed at \(120f/P\) |
| Current components | \(I_a\cos\phi = P/3V\), \(I_a\sin\phi = (E_f\cos\delta-V)/X_s\) | Positive quadrature term = leading |
| Reactive power of load | \(Q = P\tan\phi\) | Lagging positive |
| Correction required | \(Q_c = P(\tan\phi_1-\tan\phi_2)\) | \(P\) unchanged by correction — Problem 2 |
| Condenser rating | \(S = \sqrt{Q_c^2+P_{\text{loss}}^2}\) | Losses add almost nothing — Problem 2 |
| Current reduction | \(I_2/I_1 = \cos\phi_1/\cos\phi_2\) | Distribution loss falls as the square |
| Motor input from shaft power | \(P_m = P_{\text{shaft}}/\eta\) | The supply sees the input — Problem 3 |
| Motor kVAR for a target | \(Q_m = P_{\text{tot}}\tan\phi_{\text{target}} - Q_{\text{plant}}\) | Negative means leading — Problem 3 |
| Motor rating | \(S_m = \sqrt{P_m^2+Q_m^2}\), \(\cos\phi_m = P_m/S_m\) | Problem 3 |
| Limiting reactance | \(X_{s,\text{lim}} = 3VE_f/P\) | Beyond it the load cannot be held — Problem 4 |
| Base impedance | \(Z_{base} = V_L^2/S\) | For per-unit reactance — Problem 4 |
| Capacitance, delta | \(C_\Delta = Q_c/(3\omega V_L^2)\) | One third of the star value — Problem 5 |
| Capacitance, star | \(C_Y = Q_c/(\omega V_L^2) = 3C_\Delta\) | Same kVAR, three times the capacitance |
Common Mistakes
Using the line voltage in \(3VE_f/X_s\). The formula is built from per-phase quantities and already carries its own factor of three; feeding it 6600 V instead of 3810 V inflates the answer by \(\sqrt3\) — Problem 1.
Confusing electrical and mechanical load angle. 20.97 electrical degrees is 5.24 mechanical degrees on an 8-pole machine — Problem 1.
Correcting the kVA instead of the kVAR. Power-factor correction changes only \(Q\); \(P\) is the fixed quantity in the triangle — Problem 2.
Using the shaft output as the electrical input of the correcting motor. Divide by the efficiency first, or the total kW and every figure after it is wrong — Problem 3.
Forgetting that the correcting motor adds real power of its own. The target power factor applies to the enlarged total, not to the original load — Problem 3.
Losing the sign of the motor's kVAR. A negative result means leading, which is the whole point; a positive one means the motor is making the problem worse — Problem 3.
Assuming a larger \(X_s\) only means a larger voltage drop. It also scales the stability limit inversely, and a machine at 1.9 per unit cannot carry its load at all — Problem 4.
Using \(C = Q/(\omega V_L^2)\) for a delta bank. Each delta phase carries one third of the kVAR at full line voltage, so the capacitance per phase is one third of the star value — Problem 5.
Treating a capacitor bank as a constant kVAR source. Its output goes as \(V^2\) and collapses in the voltage sag where it is wanted — Problem 5.
Reading over-excitation off \(E_f > V\) alone. The sign of the reactive current is set by \(E_f\cos\delta - V\), and a heavily loaded machine can be over-excited and still lagging — Problem 6.
Part 5 closes here, and it has come down to two numbers. The load angle carries the power, and its sine has a maximum that no amount of loading can exceed; the excitation carries the reactive power, and it decides both what the machine gives back to the system and how much stability margin it keeps in hand. A synchronous machine is a rotating power-electronics converter built out of iron, and the field rheostat is its only real control.
All of that assumed three phases and a field winding. Take both away — a single winding on a single-phase supply, and a rotor with no excitation at all — and the rotating field that everything so far has taken for granted simply does not exist. What appears instead is a pulsating field, which turns out to be two counter-rotating fields of half the amplitude, exactly cancelling at standstill.
Next: Set 41 — Double-Revolving-Field Theory, which opens Part 6 by explaining why a single-phase induction motor produces no starting torque at all, and why it runs perfectly well once it has been given a push.