P37.116: HVDC Converter Stations and Flexible Alternating Current Transmission System (FACTS) Devices

Objective

This project evaluates high-voltage direct-current (HVDC) and flexible alternating-current transmission systems (FACTS) technologies. HVDC and FACTS technologies offer options to enhance the capacity of existing lines. A dc transmission system also provides an effective alternative for integrating renewable resources, increasing the overall power system reliability, and transferring bulk power.

Recent advancements in HVDC and FACTS technologies, including the development of voltage-source converter (VSC) technology, have expanded the range of viable HVDC and FACTS applications. As these systems are planned, deployed, upgraded, and refurbished, it is crucial for the power industry to have access to the current technologies and options to support informed decision‑making. Guidelines are essential to match applications with available approaches and to assist utilities in the selection between AC or DC system.

Additional research is needed to address technical challenges, reduce costs associated with controllers and power-electronics, and support coordinated application of HVDC and FACTS within modern and smart transmission grids.

EPRI conducts investigations and develops reference materials that consolidate industry experience and technical knowledge related to HVDC and FACTS technologies, supporting effective application, operation, and lifecycle management.

The objectives of this project are to:

  • Provide state-of-the-art information on HVDC and FACTS technologies
  • Assist members in selecting proper options for renewables integration, increased capacity, and other applications
  • Identify new applications and opportunities to reduce costs for HVDC and FACTS
  • Develop operational, maintenance, and replacement strategies for HVDC and FACTS
  • Address key knowledge gaps through focused research aligned with industry needs.

Research Value

The project can provide the following benefits:

  • Research results to aid in the construction and operation of cost-effective HVDC and FACTS infrastructures
  • Data to assist in selecting an optimal option (HVDC or HVAC with FACTS) for members’ utility systems
  • A comprehensive and current resource for members to stay informed of HVDC and FACTS technologies
  • Enhanced overall system controllability, stability, and reliability by using HVDC and FACTS
  • Advanced emerging concepts, such as dc grids and dc circuit breakers to support the evolution of smart transmission grids.

Approach

Novel Concepts for DC Circuit Breakers and DC-DC Transformers: This task evaluates and documents emerging converter, DC circuit breaker, and DC DC transformer concepts to support AC to DC conversions and future DC grid operation. Research has examined a range of voltage source converter (VSC) topologies—including tri pole configurations, transformer less VSCs, modular multilevel converters, and fault current blocking designs—through simulation, laboratory prototyping, and technology assessments. More recent work has focused on compact converter stations, advanced DC circuit breaker technologies, and DC DC transformers. Future efforts will document additional VSC topologies, such as alternate arm converters for fault current limitation and identify opportunities for prototype demonstration at utility sites through supplemental funding. Research priorities are guided by member and industry input.

Best Practices for Operation, Maintenance, and Refurbishment for Life Extension of FACTS Controllers – SVC and STATCOM Life Extension Guidelines: This task develops guidance to support life extension planning for FACTS controllers, including SVCs, STATCOMs, SSSCs, and UPFCs. Utility surveys are used to assess current operating and maintenance practices and to identify common challenges and priorities. Based on these findings, best practices for operation, maintenance, refurbishment, and replacement are developed. The work also evaluates requirements for vendor independent, plug and play components to support upgrades and modernization of existing FACTS installations.

Performance and Cost Comparison of FACTS Controllers: This activity evaluates the performance, cost, and operational characteristics of FACTS controllers through utility surveys, analytical studies, and case based comparisons. Past work has assessed valve cooling system life, harmonic mitigation strategies, and comparative performance of devices such as TCSC, SSSC, SVC, STATCOM, synchronous condensers, UPFCs, and IPFCs. More recent studies have examined STATCOM applications with energy storage. These results are consolidated into application guidance and case studies, with future work expanding coverage to renewable integration use cases.

HVDC & FACTS Technology Watch Newsletter: The annual HVDC & FACTS Technology Watch newsletter provides timely updates on global installations, technology advancements, and emerging trends. The newsletter supports awareness of new developments and helps identify future research opportunities.

HVDC & FACTS Conference and Workshop: An HVDC & FACTS conference or a workshop is organized in alternating years, and a conference is expected to be held in 2027. The conference provides a forum for members to learn, gain, and share experience with other utilities and for the suppliers to present their latest technology to members. The workshops vary in scope from HVDC and FACTS basics to specialized topics, such as modular multilevel VSCs.

Updated HVDC Reference Book: The HVDC Reference Book is updated regularly to reflect evolving technology and operating experience. Updates support system specification, line and cable design, cost estimation, and life extension assessments. Recent revisions have addressed overhead lines, cables, VSC based transmission, and converter cost estimates, with future updates planned for HVDC cables, VSC technologies, and electrical effects based on testing results.

Updated FACTS Reference Book: The FACTS Reference Book provides a comprehensive overview of power electronics based transmission controllers, covering design considerations, testing, installation, commissioning, operation, maintenance, and future trends. The book supports planning and deployment of FACTS technologies to improve controllability and increase transmission capacity. Ongoing updates continue to expand coverage across controller types and applications. In 2025 a chapter on voltage regulators and phase shifters was completed. Eleven chapters were completed so far, and five chapters were outlined for future completion.

Anticipated Deliverables

Deliverable Date
Best Practices for Operation, Maintenance, and Refurbishment for Life Extension of FACTS Controllers – SVC & STATCOM Life Extension Guidelines (Technical Update) 12/31/2027
Updated HVDC Reference Book – Olive Book (Technical Update) 12/31/2027
Updated FACTS Reference Book – Gold Book (Technical Update) 12/31/2027
HVDC and FACTS Tech Watch Newsletter (Technical Resource)   12/31/2027
HVDC and FACTS Conference (Conference) 12/31/2027

Past EPRI Work on Topic

Product ID Title Description Published Date
3002032880 EPRI HVDC Transmission Reference Book: 2025 Edition EPRI HVDC Transmission Reference Book (Olive Book) is a state-of-the-art guidebook that provides transmission companies with a comprehensive, single source of technical information and guidance for designing, building, operating, and extending the life of HVDC transmission systems. December 2025
3002032939 EPRI FACTS Reference Book: 2025 Edition   EPRI FACTS Reference Book – also known as EPRI Power Electronics-Based Transmission Controllers Reference Book (Gold Book) will
provide a broad overview on power electronics-based controllers such as FACTS controllers with information on historical perspectives, basic design considerations, factory testing, site installations, commissioning, operating performance, operation and maintenance, and future trends.
November 2025
3002030058 FACTS Application Guide - Performance and Cost Comparison of FACTS controllers – TCSC, SSSC, SVC, STATCOM, UPFC, IPFC, and Synchronous Condenser A comparative study of the technical performance and cost comparison of FACTS controllers – TCSC, SSSC, SVC, STATCOM, UPFC, IPFC, and Synchronous Condenser - for increased transmission capacity on the existing AC lines November 2024
3002030059 Application of STATCOM with Energy Storage Application of STATCOM with energy storage was studied and the importance of real power for stability improvements is documented. June 2024
3002024631 Novel Concepts for DC Circuit Breakers and DC-DC Transformers The state-of-the art topologies for DC circuit breakers including mechanical, solid state, and hybrid topologies were documented. Several proposed DC-DC transformer concepts were also documented. December 2022
3002024629 Technical Performance and Cost Comparison of SVC, STATCOM, and Synchronous Condenser A comparative study of the technical performance and cost comparison of the shunt FACTS controllers - SVC and STACOM as well as non-FACTS controller – Synchronous Condenser was documented for making decisions on increasing transmission capacity on the existing assets. April 2022
3002021402 Novel Voltage Source Converter Topology with Fault Current Blocking Capability A novel concept was developed replacing the diodes with thyristors in a half bridge module of a voltage source converter to block fault currents coming from AC system for DC line faults as a prototype in a lab environment and the operation was demonstrated successfully. June 2021
3002021404 Technical and Operational Comparison of series FACTS controllers – TCSC and SSSC A comparative study of the performance and cost of the TCSC and SSSC was documented for making decisions on increasing transmission capacity.   July 2021
3002019243 Single Arm Modular Multilevel Voltage Source Converter Concepts – Prototype Development A voltage source converter was developed with a single arm only (instead of three arms) as a prototype in a lab environment and the operation was demonstrated successfully. May 2020
3002019241 HVDC & FACTS Workshop An HVDC & FACTS technology update workshop was provided by Webex, which was well attended by more than 80 utility engineers. November 2020