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Interchange Recharged

The grid's immune system is retiring: Synchronous condensers, AI data centers and the physics gap that software alone can't close

Interchange Recharged

Wood Mackenzie

Innovation, Tech News, Climate Change, Energy, Technology, Fossil Fuels, Wind Energy, Solar Energy, Business, Cleantech, News, Renewable Energy, Alternative Energy, 908174, Environment

4.8535 Ratings

🗓️ 19 May 2026

⏱️ 62 minutes

🧾️ Download transcript

Summary

As coal and gas plants retire, the energy transition conversation focuses on replacing their generation capacity. What gets far less attention is the loss of the physical properties those machines provided for free: inertia that stabilises frequency, fault current that supports voltage during disturbances, and reactive power that regulates voltage across the network. These services come from the physics of enormous spinning rotors synchronised to the grid, responding instantaneously, without sensors, software or control loops. As inverter-based resources replace them, that mechanical immune system disappears, and a new, extreme stress test is arriving at the same time in the form of AI data centres whose loads can swing by hundreds of megawatts in a fraction of a second.

Host Bridget van Dorsten is joined by Kristina Carlquist, General Manager of Synchronous Condensers at ABB, and Christian Payerl, Sales Manager of Synchronous Condensers at ABB, to unpack why a technology that has existed for as long as the grid itself is now experiencing a revival.

Christian explains the three ancillary services the grid is losing, inertia, short-circuit current and reactive power, and why inverter-based generation does not replace them. Grid-forming batteries can be programmed to simulate inertia, but each charge-discharge cycle degrades lifetime, overload capacity is limited to microseconds, and the models needed for accurate grid simulation are often tied up in manufacturer IP. Synchronous condensers respond on physics alone, in both directions, with no degradation and no modelling uncertainty. The recent blackout in Spain illustrates what happens when that gap is left unfilled.

Kristina walks through the commercial traction. ABB's partnership with VoltaGrid on isolated data center microgrids has grown from an unexpected inbound enquiry in late 2024 to dozens of synchronous condensers delivered. On the grid-connected side, the Faroe Islands have deployed four units with a fifth on the way as part of their push toward 100% renewables, already achieving multi-day periods of fully renewable operation. ABB is also working with Korea's Jeju Island on its first flywheel-equipped deployment. The demand pattern is widening: islands integrating renewables, TSOs managing weak grid regions, mines electrifying operations, and now data centre developers who had never considered grid stability equipment before.

The episode closes on regulation and standards. Christian, who participates in international standards work through CIGRE, notes that there is still no international standard for flywheel safety and that the treatment of inertia as a paid service varies dramatically by country. While inertia is compensated as a paid service in the UK, in Sweden it is treated as free – rotating machines providing it receive no income stream for doing so. As data center load grows faster than regulation can respond, both guests argue that the answer is not one technology but a combination, provided the industry, utilities and policymakers can align on what the grid actually needs to remain stable.


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Transcript

Click on a timestamp to play from that location

0:00.0

Like a carousel and you want it to move continuously all the time, right?

0:04.7

But then if people jump on and off, it kind of reacts on that.

0:09.1

So it kind of stops and it doesn't really work.

0:11.7

You don't get the nice flow you want.

0:14.0

But then if you add like then a big rotating mass in there

0:18.2

or you're a synchronous condenser then,

0:20.7

you continue to have this smooth

0:22.6

turning all the time the response is based on physics if there is a frequency change the response

0:29.4

will based on this change in physics change on the rotation of the machine the inertia will be

0:35.5

provided no control functionality, purely physics.

0:38.9

Now, this data center example, it's almost like an extreme case study in how fast and violently

0:45.8

load can shift. And I think it raises a question that I imagine many listeners are already

0:51.0

asking themselves, which is what you've mentioned a few times already, Christian, which is, you know, could a software-based solution, like a grid-forming battery or a statcom,

1:01.0

respond quickly enough to handle this?

1:03.0

When we talk about the energy transition, we often talk about what it is that we're adding,

1:17.4

whether it be solar panels, wind turbines, battery storage, or transmission lines.

1:21.5

We talk about costs. We talk about capacity. But what we talk about less is what we are

1:26.5

quietly losing when retiring fossil fuel

1:29.2

plants. And the backbone of the power grid isn't simply coal and gas plants that are generating

1:35.1

electricity. It's also the physical properties of those machines. Fuel aside, these machines

1:41.3

at their core are enormous spitting rotors. They're synchronized to the grid.

1:46.7

And this intrinsic property of inertia in the rotor acts as a kind of mechanical immune system for

...

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