Latest Dielectric Fluids Articles

Oil in Transformers - An Insulating Medium

Oil in transformers plays a critical role as a cooling and insulating medium which directly impacts the efficiency, performance, and lifespan, which are essential components of the power grid. Understanding its properties, maintenance requirements, and failure indicators can help professionals prevent costly outages and enhance grid reliability. Let's explore the key functions of dielectric fluid, common issues such as contamination and aging, and best practices for testing and maintenance, equipping readers with the knowledge to optimize device performance and safety.

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The Dual Function of Transformer Oil

The primary function of transformer-based oils is to provide both insulation and cooling. As the device operates, heat is generated from the core and coils due to electrical losses. Device liquid, typically filled with mineral oil or similar insulating fluid, absorbs this heat and dissipates it efficiently, thus preventing overheating. Moreover, it serves as an insulating material, maintaining the dielectric strength required for safe operation. The high dielectric strength of the liquid prevents electrical arcing or short circuits between components within the device, ensuring that the unit functions reliably. This dual-purpose function of the oil contributes significantly to the device’s ability to operate for extended periods without failure, reducing the risks of overheating and electrical faults.

Electrical insulating materials play a crucial role in maintaining the efficiency and safety of transformers by managing heat from the core and coils. Among the most commonly used materials, paper insulation provides effective thermal and electrical resistance, ensuring stable performance under operational stresses. Solid insulation, such as epoxy or resin-based materials, complements paper insulation by adding structural integrity and resistance to mechanical and thermal degradation. Together, these insulating systems work to optimize heat dissipation and prevent electrical faults, safeguarding equipment longevity and reliability.

 

Types of Transformer Oils

However, not all device oils are created equal. There are two main types of fluids used in devices: uninhibited oil and inhibited oil. Uninhibited liquid lacks additives that can slow down its natural degradation, making it more prone to breakdown over time. On the other hand, the inhibited liquid is enhanced with oxidation inhibitors that increase its resistance to degradation. This makes the inhibited liquid ideal for modern devices, where long-term stability and performance are crucial. As devices continue to serve in industrial and power distribution systems, the type of fluid used in each unit plays a direct role in its efficiency, lifespan, and overall environmental impact.

 

The Importance of Regular Testing and Quality Assessment

When it comes to device liquid, regular testing is essential to ensure that it maintains its properties over time. One of the most critical tests conducted is the dielectric breakdown voltage test, which measures thermal conductivity and the liquid's ability to withstand electrical stress without breaking down. This test ensures that the liquid can continue to insulate effectively under high-voltage conditions. Another important analysis is the Dissolved Gas Analysis (DGA), which detects gases dissolved in the liquid. The presence of certain gases can indicate internal faults, such as overheating or arcing, which could lead to a device failure. By performing regular tests, maintenance teams can identify potential issues early and take corrective action before they escalate into significant problems.

 

Environmental Considerations and the Shift Toward Sustainable Oils

Environmental considerations also come into play when selecting liquid for the device. Traditional mineral oils, while effective, pose certain environmental risks, such as fire risk and potential toxicity in the event of spills. As a result, alternative, environmentally friendly options, such as natural esters, are gaining popularity. These bio-based liquids and dry type transformers are derived from renewable sources and offer better biodegradability, making them a more sustainable option compared to conventional mineral oils. Additionally, their higher flash point reduces the fire risk associated with device operation, further contributing to the safety of electrical installations. However, while natural esters present a promising alternative, their adoption is still growing, and they are not yet as widespread as mineral oils.

 

Maintenance and Purification of Transformer Oil

As with any fluid used in electrical equipment, device liquid requires periodic maintenance and purification. Over time, device liquid can deteriorate due to oxidation, external contamination, or electrical stress breakdown. To ensure that the liquid retains its properties, purification techniques such as filtration or vacuum treatment are employed. These methods remove contaminants and restore the liquid’s insulating properties, helping to extend the life of the device. By maintaining the quality of the insulating liquid, power companies can avoid costly repairs and ensure that their devices continue to function efficiently for years.

 

Frequently Asked Questions

 

Which oil is used in the transformer?

The liquid used in devices is typically a type of mineral oil, which is specifically refined and treated to meet the insulating and cooling requirements of devices. However, natural esters, which are derived from renewable plant sources, are increasingly used as an environmentally friendly alternative. These liquids are selected for their high dielectric strength (the ability to resist electrical breakdown) and their ability to dissipate heat efficiently from the device's internal components.

 

What is the oil inside a transformer?

Oil filled transformers are dielectric fluid, meaning it does not conduct electricity and serves primarily to insulate the electrical components from each other. This liquid helps prevent electrical arcing and short circuits. In addition to its insulating properties, the insulating oil also acts as a cooling agent, absorbing and dissipating heat generated by the electrical currents passing through the device's core and coils. The liquid helps maintain the device at a safe operating temperature, preventing overheating and damage to the internal components.

 

How to maintain transformer oil?

To maintain liquid, regular testing is essential to monitor its dielectric strength, moisture content, and dissolved gases, which can indicate internal issues. Filtration and vacuum treatment help purify the liquid by removing contaminants like sludge, moisture, and gases. Monitoring liquid levels is crucial to ensure proper insulation and cooling while addressing leaks or evaporation. Over time, liquid may need to be replaced or upgraded, especially if it has degraded or become contaminated. By following a routine maintenance schedule, including inspections and necessary treatments, device liquid can be kept in optimal condition, ensuring the device operates safely and efficiently.

 

What happens if there is no oil in a transformer?

If a device runs without liquid or if the liquid level becomes too low, several critical problems can occur. The device would lack the necessary insulation and cooling properties provided by the liquid. Without adequate insulation, electrical arcing could occur, leading to short circuits or even fires. Additionally, the device would overheat because there would be no liquid to absorb and dissipate the heat generated by the electrical currents. Overheating can damage the device’s internal components, reduce its efficiency, and ultimately lead to the complete failure of the device. Therefore, maintaining an adequate liquid level is essential for a device's safe and efficient operation.

Oil in devices plays a critical role in both insulation and cooling, ensuring the efficient operation and longevity of the device. It acts as an insulating fluid, preventing electrical faults by maintaining a high dielectric strength, and absorbs heat generated during operation, preventing overheating. Equipment liquid can be mineral liquid or natural esters, with the latter being an environmentally friendly alternative. Regular maintenance, including testing for dielectric strength, moisture, and dissolved gases, along with purification methods like filtration and vacuum treatment, is necessary to keep the liquid effective. Proper oil management helps extend device lifespan, reduce risks of failure, and ensure safe, reliable operation in electrical systems.

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Advancements in Dissolved Gas Analysis: CO/CO2 Ratio

Advancements in Dissolved Gas Analysis CO CO2 Ratio optimize transformer diagnostics with machine learning, IEC 60599 interpretation, insulation aging assessment, fault detection, and predictive maintenance for condition monitoring of power transformers.

 

What Are Advancements in Dissolved Gas Analysis CO/CO2 Ratio for Transformer Diagnostics?

New methods refine CO/CO2 ratio interpretation using ML, online sensors, and IEC 60599 to assess paper aging.

✅ CO/CO2 thresholds aligned with IEC 60599 and IEEE C57.104

✅ Online DGA sensors and digital twins for real-time aging insights

✅ Machine learning models correlate ratios with DP and hot-spot temp

 

For DGA interpretation, faults identified using hydrocarbon gases are considered more serious if they appear to affect paper insulation. That is made explicit in CIGRE technical brochure 771 [1]. Production of hydrocarbon gases from the oil by electrical or thermal stress does not significantly affect the oil’s function as a coolant or electrical insulator. On the other hand, production of carbon oxide gases from paper insulation raises a concern of paper deterioration. In particular, charring of the paper by a localized hot spot, especially in the windings, can lead to transformer failure.
Recently R. Cox and C. Rutledge have developed a method for judging the location of a fault in paper insulation from the percent change of the CO2/CO carbon oxide gas ratio [2, 3]. In a controlled experiment with a sacrificial transformer and a heating element, they found that direct heating of paper tends to generate more CO than CO2. Case studies of faulty transformers have revealed that a large percent decrease in CO2/CO is associated with charring of winding paper. A moderate percent decrease in the ratio is often associated with paper charring outside of the windings, such as on bushing or tap changer leads. A minor percent decrease or an increase of the ratio (with production of carbon oxide gas) is usually associated with mild bulk overheating of paper insulation rather than a localized hot spot. See Table 1 for details. For readers new to the topic, an overview of dissolved gas analysis principles can clarify how gas ratios inform fault localization.

Complementary context on transformer oil analysis helps explain the baseline behavior of oils under electrical and thermal stress.

We propose on mathematical grounds that the CO/CO2 ratio should be used instead of CO2/CO. With the most serious problem – charring of winding insulation – the CO2/CO ratio approaches zero asymptotically, so that numerical and graphical resolution are worst when the problem is most severe. By contrast, charring of insulating paper causes the CO/CO2 ratio to increase, while decreases are associated with less damaging low temperature bulk overheating. (See Table 1.) The case history portrayed in Figure 1 shows two episodes where CO/CO2 increased sharply in parallel with methane before the transformer failed with extensive charring of winding insulation. When applying ratio-based criteria, attention to DGA data quality practices can reduce misinterpretation from sampling or instrument bias.

Recent industry work on advancements in dissolved gas analysis also discusses trends in ratio visualization relevant to severe paper charring.



This behavior of the carbon oxide gas ratio can generally be explained by chemical principles. Higher temperature and lower oxygen concentration favor the production of CO, while lower temperature and higher oxygen concentration favor CO2 production. The oxygen concentration in the windings tends to be lower than in the more freely circulating oil outside the windings, so a hot spot in the windings produces more CO than one outside the windings.
We conclude with some useful observations. First, stabilization of the gas ratio after a large change is not necessarily a good sign – it may signify that the paper near a hot spot has been consumed. Second, the criteria in Table 1 remain roughly valid even in the presence of gas loss. Since CO is lost to the atmosphere much faster than CO2, the CO/CO2 ratio can only increase if CO is truly being produced faster than CO2. Finally, some carbon oxide ratio changes are not fault related. For example, in transformers that have just been degassed and in transformers immediately after factory heat run testing, the gas ratio may change as gas trapped in oil-soaked paper insulation diffuses into relatively gas-free bulk oil. For context on heat removal and fluid flow, see transformer cooling considerations that influence temperature gradients.

Background on oil in transformers provides additional insight into oxygen availability and gas dissolution dynamics.

References
1. CIGRE TF D1.01/A2.11 and WG D1.32, Advances in DGA Interpretation, CIGRE Technical Brochure 771, July 2019.
2. C. Rutledge and R. Cox, “A comprehensive diagnostic evaluation of power transformers via dissolved gas analysis,” 2016 IEEE/PES Transmission and Distribution Conference and Exposition (T & D), Dallas, TX, 2016, pp. 1-5, doi: 10.1109/TDC.2016.7519996.
3. R. Cox, ‘“Categorizing Faults in Power Transformers via Dissolved Gas Analysis,” NETA World Journal, Spring 2020, pp. 64–68.

For extended reading, summaries of emerging analytical techniques offer broader context for interpreting field DGA patterns.


 

 

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Advancements in Dissolved Gas Analysis: Data Quality

Advancements in DGA data quality enable precise transformer monitoring, dissolved gas analysis, and predictive maintenance through calibrated sensors, IEC 60599/IEEE C57.104 harmonization, machine-learning analytics, anomaly detection, and IEC 61850-integrated SCADA data integrity.

 

What Are Advancements in DGA Data Quality?

Enhanced DGA data quality strengthens transformer diagnostics via calibrated sensors, aligned standards, and analytics.

✅ On-line oil monitors with auto-calibration and drift correction

✅ IEC 60599/IEEE C57.104 harmonized thresholds and diagnostics

✅ ML-based anomaly detection and condition-based maintenance

 

Introduction
There is more to DGA interpretation than comparing the latest gas concentrations to limits in a table or plotting them in a triangle or pentagon to identify the apparent fault type. We have found that the whole DGA history of a transformer must be considered when interpreting its most recent DGA results.
Trend evaluation and accurate assessment of short-term changes require accuracy and low measurement variability of gas data. Data quality problems must be recognized and dealt with before an interpretation is attempted. Below we point out some of the most common data quality issues. For broader context on diagnostics, the primer on dissolved gas analysis outlines core fault signatures, typical gas sources, and interpretation pitfalls.

Understanding how oil and paper behave electrically is foundational, and the summary of fundamental dielectric characteristics helps explain why certain gases trend together over time.

Data management
As a result of the historical importance of DGA data, proper organization and preservation of DGA data are extremely important. In addition to archiving the lab reports, keep the data in tabular form in a database or, for small volumes of data, a spreadsheet. A well-organized database supports sorting and filtering for graphical and statistical analysis.
Use a unique and permanent ID to identify transformers, oil compartments, and the oil sample data belonging to them. Substation and unit number are not a suitable ID, for the same reason that the dentist doesn’t identify you by your department and job title. Large transformer fleets may require company-assigned asset numbers to avoid possible serial number duplication across manufacturers.
Disciplined chain-of-custody practices provide correct IDs of transformers and compartments to be sampled, ensure that oil samples are labeled correctly, and guarantee that analysis results returned by the lab are attributed to the right transformers and oil compartments. Integrating laboratory reports with a structured repository is easier when guided by practical notes on transformer oil analysis data formats and decision thresholds.

For sampling logistics and labeling discipline, operations teams can review guidance on oil in transformers to align maintenance practices with data management goals.

Data inconsistency or inaccuracy
Gas loss that is deliberate, such as by head space pressure regulation or use of a desiccant breather, needs to be accounted for as discussed in our other article [1]. Unintended gas leakage from a transformer – often detectable by a O2/N2 ratio persistently above 0.2 when it should be lower – should be remedied as soon as possible, both to keep DGA effective and to prevent moisture ingress. After oil degassing, it is advisable to exclude samples from DGA interpretation for 6-12 months due to the false upward trends created by diffusion of gases from winding paper into the bulk oil.
Accuracy and repeatability of gas data are only partly up to the laboratory. Unrepresentative oil samples can lead to inconsistent and highly variable gas data regardless of the quality of laboratory measurements. A study by a large USA electric utility [2] shows that using extra care and a moisture / temperature probe to ensure collection of representative oil sample can reduce data variability considerably. The figure (Figure 1) illustrates the effect of moderate variability (±15%) versus high variability (±35%) on the data from a basic S-shaped gassing event.
Moderate variability is experienced with consistently good sampling practice and a good laboratory. High variability is easily attainable if there is a problem with sampling practices. Recent field case studies on advancements in dissolved gas analysis discuss accounting for gas loss, diffusion effects, and sampling bias.

When evaluating short-term changes following maintenance, further techniques described in advancements in DGA interpretation can reduce false alarms by emphasizing trend shape over single-point limits.


The table provides a summary of some common data quality problems. Sections 5.1 and 5.2 of IEEE C57.104-2019 [3] contain a detailed discussion of data quality assessment. For paper-aging diagnostics specifically, insights on the CO/CO2 ratio in DGA clarify when cellulose decomposition is the likely source.

References
[1] “Advancements in Dissolved Gas Analysis: Accounting for Gas Loss,” Electricity Today, March 2020
[2] T. Rhodes, “Using field moisture probes to ensure drawing a representative oil sample,” in 82nd Annual International Doble Client Conference, Doble Engineering Company, March 2015.
[3] “IEEE Guide for the interpretation of gases dissolved in mineral oil filled transformers”, IEEE Std C57.104-2019.

 

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Advancements in Dissolved Gas Analysis Explained

Advancements in dissolved gas analysis2 deliver smarter transformer condition monitoring, predictive maintenance, and fault diagnostics via online sensors, IEC 60599 methods, Duval Triangle analytics, and machine learning for grid reliability.

 

What Are Advancements in Dissolved Gas Analysis2?

Modern DGA methods using online sensors, IEC standards, and AI to diagnose transformer faults proactively.

✅ Real-time gas monitoring via online chromatographs and sensors

✅ AI and Duval Triangle enhance fault classification accuracy

✅ Standards-based analysis per IEC 60599 supports maintenance

 

One of the most important steps when looking at DGA data is to decide whether the data support the existence of a fault that is actively breaking down the insulation before you try to use a triangle, pentagon, or gas ratio method to identify a fault type. Otherwise, you are diagnosing random measurement noise, not the transformer. Conventional methods assign limits to each of the gases to detect and assess abnormal gas formation. Formerly it was common practice to add gas concentrations together to get total dissolved combustible gas (TDCG). The hope was to simplify the task of detecting abnormal gas production and interpreting rates of change. This, however, was equivalent to counting U.S. Dollars, Mexican Pesos, Bitcoins, and Canadian Loonies and thinking that the sum represented “value”.  To reduce false positives from sensor drift and sampling errors, recent work on advancements in DGA data quality outlines practical controls for sampling, calibration, and trending.

 

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Chemistry dictates that each gas we observe requires a different amount of energy to break away from the original insulating material. Instead of trying to interpret several indi­vidual gas concentrations, why not follow the energy associ­ated with the gassing? The energies required to form the gas can be weighted by the gas concentrations and added up. 

For a grounding in principles and typical fault signatures, see this overview of dissolved gas analysis techniques and their diagnostic use.


This idea of using standard heats of formation of fault gases for DGA was worked out in Jakob et al. 2012 and demonstrated to be an improvement compared to TDCG and other gas concentration sums. Soon after that, chemist Fredi Jakob realized that it would be better to create a fault energy index, which he called normalized energy intensity (NEI), to represent the influence of an internal fault on the insulating oil. That idea was presented in Jakob & Dukarm 2015, where it was shown that NEI was very useful for trending fault severity and not partial to any particular fault types. The figure illustrates how trending cumulative NEI simpli.es the detection of suspicious gas production.  For additional context on modern interpretation frameworks, review these advancements in dissolved gas analysis that compare energy-based indices with classical ratio methods.


NEI, now renamed NEI-HC, is based on the low molecular weight hydrocarbon gases generated from cracking mineral oil. Another fault energy index, called NEI-CO, is based on the carbon oxide gases formed by pyrolysis of cellulose in paper insulation. The formulas for NEI-HC and NEI-CO are shown in Equations (1) and (2) below. Since each set of gases comes from a different insulation material, you can assess and track which faults are affecting paper, hot metal in the oil, or both. That knowledge can help point to the root cause and better estimate the severity of the problem. When paper degradation is suspected, trends can be corroborated with guidance on the CO/CO2 ratio in DGA to strengthen evidence for thermal versus oxidative effects.

Because NEI-HC derives from oil cracking, selecting and maintaining a high-quality transformer insulating oil is essential for resilient performance under thermal stress.

NEI-HC = 77.7[CH4] + 93.5[C2H6] + 104.1[C2H4] + 278.3[C2H2] / 22400     (1)                      
NEI-CO = 101.4[CO] + 30.19[CO2] /  22400   (2)

The highest heat of formation for the hydrocarbons is C2H2 and for carbon oxides it is CO. This physically confirms the general intuition that these gases are the most concerning to see in transformer DGA.  These concerns underscore why routine transformer oil analysis remains central to risk-based maintenance planning.


You can trend fault energy indices to identify gassing epi­sodes and relate them to external events such as through faults, maintenance work orders, and load changes to help determine what might have triggered the gassing. Also, you can track the cumulative energy over the history of the transformer to coun­teract effects of gas-loss (see previous article in this series).  Interpreting those trends alongside the unit's fundamental dielectric characteristics helps differentiate benign load-related gassing from insulation distress.

 

 

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What is Breakdown Voltage of Oil?

The breakdown voltage (BDV) of oil refers to the point at which insulating oil loses its dielectric strength and begins to conduct electricity, potentially leading to failure in electrical systems. In systems like transformers, insulating oil plays a critical role in preventing electrical discharges by providing both insulation and cooling. A BDV test is essential for evaluating the quality and effectiveness of the oil. The higher the BDV, the better the oil can resist electrical breakdown, ensuring the safety and efficiency of the system.

 

What is the breakdown voltage of oil, and why is it important in electrical systems?

The breakdown voltage (BDV) of oil is the maximum voltage at which the insulating properties of the oil fail, causing it to conduct electricity. This is critical in systems like transformers, where transformer oil is used as an insulator. If the BDV of the oil is low, it can lead to electrical failures, short circuits, and equipment damage. Testing and maintaining the BDV ensures that the oil can effectively insulate electrical components and prevent catastrophic breakdowns.

 

How is the breakdown voltage of oil measured, and what are the typical test methods?

The breakdown voltage test is performed by placing an oil sample between two electrodes immersed in the oil at a specific distance, known as the specific gap. A gradually increasing voltage is applied until the oil fails and allows current to flow between the electrodes. The voltage at which this occurs is recorded as the BDV. This test is crucial in assessing the dielectric strength of the oil. The BDV test is typically conducted according to industry standards to ensure accurate and reliable results.

 

What factors affect the breakdown voltage of insulating oil?

Several factors can affect the breakdown voltage of insulating oil. Conducting impurities, such as moisture, dust, and other contaminants, can significantly lower the BDV of the oil. Over time, oil exposed to high temperatures, oxidation, and electrical stress can degrade, reducing its dielectric properties. Additionally, the presence of gases dissolved in the oil, as well as the condition of the oil's molecular structure, can affect its ability to insulate. Proper maintenance and regular testing help ensure that these factors are kept in check.

 

What are the typical breakdown voltage values for transformer oil?

The typical breakdown voltage values for transformer oil range from 30 kV to 60 kV, depending on the quality of the oil and its use in the transformer. New transformer oil generally has a higher BDV, while older, degraded oil can have a significantly lower value. Industry standards set minimum acceptable BDV values to ensure that the oil can maintain its insulating properties under operating conditions. Regular testing is necessary to monitor the oil’s performance and ensure it meets the required specifications.

 

How can the breakdown voltage of oil be improved or maintained?

Maintaining and improving the breakdown voltage of insulating oil involves regular testing and filtration. Removing conducting impurities such as moisture and dissolved gases can help increase the BDV. Proper storage and handling of the oil are also critical in preventing contamination. In some cases, reconditioning the oil by removing contaminants and restoring its dielectric properties can extend its useful life. Periodic BDV tests ensure that the oil continues to meet the necessary dielectric standards, safeguarding the electrical system from potential failure.

The breakdown voltage (BDV) of oil is a key parameter in maintaining the safety and efficiency of electrical equipment, particularly in transformers. By regularly testing and ensuring that the oil retains its dielectric strength, engineers can prevent costly electrical failures and extend the lifespan of the equipment. Proper maintenance and testing of transformer oil through BDV tests are essential to keeping systems operating safely and effectively.

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A review of the fundamental dielectric characteristics of ester-based dielectric liquids

Fundamental dielectric characteristics describe permittivity, dielectric constant, polarization, loss tangent, conductivity, and frequency response, guiding material selection, insulating performance, impedance behavior, and electric field interactions across applications in electronics, power systems, and RF design.

 

What Are Fundamental Dielectric Characteristics?

Material metrics like permittivity, loss tangent, and polarization that govern insulating behavior under electric fields

✅ Determines energy storage via permittivity and dielectric constant

✅ Quantifies dissipation with loss tangent and conductivity

✅ Captures frequency response, polarization, and dielectric breakdown

 

1. Introduction
For many years synthetic ester fluids were seen as specialist materials, only for use in unusual transformers, such as those in rolling stock, offshore installations and steel plants where fire safety was a prime consideration. However, in more recent times users are realizing that ester-based liquids could offer a more mainstream alternative to mineral oil and although these fluids are more expensive the overall project costs can be lower when taking into account factors such as reduced fire protection. In some space-constrained urban environments ester-based liquids may even become the preferred option, with the flammability and potential environmental impact of mineral oil making the design of modern installations extremely challenging. This type of situation has been seen with the latest 400kV projects incorporating synthetic ester fluids. For context, readers can review the fundamentals of dielectric fluids to understand how base chemistry influences flammability and environmental performance.

2. Standard AC Breakdown Testing
Standard test methods for assessing breakdown voltage of liquids typically employ small electrode gaps, of the order of ≤2.54mm. The electrode configuration can vary from spherical, through VDE type “mushroom” electrodes to disc electrodes. This type of testing is primarily used to give an evaluation of the cleanliness of a liquid since it gives very limited information about the actual dielectric performance. It can be seen by comparing the results in Table 1 that all the different types of liquids to be discussed in this paper give very similar results for a given electrode arrangement in this type of testing. Clarifying the definition of breakdown voltage in insulating oil helps interpret these short-gap results.

This could lead to the conclusion that all these liquids are equal in their dielectric performance, or that given a good result in the AC breakdown test one liquid is in some way superior to another. However, the true picture is more complex, since the electrical stress distribution is influenced by many factors such as electrode geometry, distance and materials types. Another key factor in the dielectric behavior is the wave shape of the applied voltage. AC voltage in the form of a clean sine wave is usually expected at frequencies of 50-60Hz depending on the geographical location. However, this is rarely the case with harmonics and other distortions of the pure waveform. In addition the prevalence of surges on the network must be accounted for; in testing this is usually characterized by two different types of event, either lightning surge or switching surge and there are standard waveforms established to test these.

In practice, understanding how oil in transformers behaves under distorted waveforms informs appropriate test selection.

So any dielectric system in a transformer must withstand AC conditions, switching impulse and lightning impulse, as well as chopped lightning impulse if this is specified. There may also be a requirement to withstand DC fields in some special cases and this adds an extra level of complexity.

When considering a new dielectric medium, therefore, all these aspects need to be tested and in the beginning researchers will look to comparisons with existing materials of known behavior to assess likely changes. As stated previously in terms of short gap AC behavior ester-based liquids are very similar to mineral oil and this gives some confidence that they can be used. For distribution class equipment up to 33kV the change to ester has required little in the way of detailed electrical design evaluation, since the electrical margins are large due to the need for excess solid insulation to provide mechanical strength. However as the voltage level rises there is less electrical margin and the need for routine impulse testing, both of which mean that greater steps are needed to evaluate design. So to begin using ester-based liquids in power class transformers there is a need to check impulse behavior over similarly short gaps to the AC tests, and this is where see some differences start to emerge.

Complementary programs of transformer oil analysis can track moisture, particles, and aging markers that strongly influence PD and impulse withstand.

3. Impulse Strength of Short Electrode Gaps
There are standard methods for measuring impulse breakdown with the ASTM D3300 being one popular method. The electrode arrangement for this test can be either needle to sphere, or sphere to sphere. In the first instance researchers started work with small electrode gaps employing a sphere-sphere set up, such as the example in Fig 1. utilized by the University of Manchester.


Fig.1. Arrangement for short gap impulse tests

 

In their testing, a number of different methods were applied for stepping up the test voltage, following the recommendations in different standards. This showed a lower impulse breakdown strength for the ester liquids and Fig 2. shows a summary of the results, with the maximum difference in breakdown voltage being of the order of 20%. In this case the mineral oil tested was Nynas Nytro Gemini X, the synthetic ester M&I Materials MIDEL 7131 and natural ester Cargill Envirotemp FR3. These observations are consistent with broader properties of transformer insulating oil related to ionization, space charge, and pre-breakdown dynamics.

 


Fig. 2. Results of impulse breakdown testing to various methods

 

4. Partial Discharge Inception
To further understand the mechanism behind the different behavior that was observed, researchers started looking at very divergent arrangements, for example a sharp needle of tip radius 6.5µm and sphere of radius 12.5mm, as this allows observation of phenomena in a liquid with manageable voltage levels.[3] This allowed the study of partial discharge inception, when the liquid begins to yield to the electrical field. When the researchers subjected this arrangement to AC they discovered that the PDIV of ester-based liquids with a gap of 50mm is actually very close to that of mineral oil.

In fact in the case of natural ester a higher PDIV was found than in mineral oil. This suggested that the reason for the difference in impulse breakdown behavior does not lie in discharge inception, although some different behavior was found in this study, especially in polarity, between mineral oil and esters. Mineral oil exhibits a very strong tendency to PD only in the positive half cycle of the AC waveform, i.e. when the needle is at a positive polarity. In the negative half cycle the required voltage to form PD is much higher than that of the PDIV. In the ester-based liquids the situation is somewhat different; PD was found in the negative half cycle at much closer voltages to the positive half cycle PDIV, as shown Fig. 3.

 


Fig. 3. PDIV in positive (left hand chart) and negative (right hand chart) half cycles

 

This indicated that the electrical behavior is not the same between the liquid types. It also throws up questions around the way mineral oil filled transformers are tested, i.e. is only testing with negative impulse a valid practice?

5. Streamer Propagation Behavior
The similarity in PDIV between esters and mineral oil required a closer look at propagation of electrical discharges. The next important step was then to look at the discharge channels in the liquids, known as streamers. This involved the combined techniques of electric measurement and visual imaging to detect how streamers form in liquids and how they propagate. Much of this work was conducted in parallel in different research institutions,where the same conclusion was drawn. Streamer propagation in esters is different to mineral oil, especially under very divergent fields, such as those the researchers were using. The key conclusion from this was a difference in so-called acceleration voltage when streamers move from slow mode propagation to fast mode.

In order for a flashover to occur it is necessary for the electrical current to find a path from one electrode to another and in liquids this occurs within a gaseous channel, known as a streamer. This channel will only propagate through the fluid if it has sufficient field strength to provide motive force and sufficient time. When considering AC behavior the time is relatively long, whereas under impulse conditions the time is extremely short. The standard wave shape for lightning impulse has a rise time of 1.2µs and fall time of 50µs to reach 50% of maximum. This means that the peak electrical field is only present for a matter of micro-seconds and in order to get propagation from one electrode to another, especially over longer oil gaps, the discharge must attain a high velocity. Streamers can be characterized by four different modes, as shown in Fig. 4.

 


Fig. 4. Streamer velocities and modes

 

The principle behind the connection between streamer mode and breakdown can be demonstrated with a simplified example. Taking a gap size of 50mm, if it is assumed that the liquid is only subjected to the voltage necessary to sustain propagation for 5µs then the streamer will need to attain a velocity of 10km/s or in other words be of Mode 3-4 to bridge the gap and cause a breakdown. Otherwise the streamer will only be characterised as a partial discharge. The transition from Mode 1/2 to Mode 3/4 can be characterised as the acceleration voltage.

A variety of researchers have looked at the acceleration voltage principle with esters and all agree that this is one area where these liquids differ from mineral oil. The charts in Fig. 5. show the behavior when the electrode system is extremely divergent, with esters having a substantially lower acceleration voltage than mineral oil, especially under positive polarity.

 


Fig. 5. Acceleration voltage under Positive polarity and Negative polarity at 50mm spacing

 

6. Testing with More Realistic Electrode Arrangements
Although this difference in acceleration voltage would appear to prevent the use of esters at higher voltages as the electrode arrangement becomes less divergent, inception begins to become more important for the withstand level. This supports the findings of researchers who have studied the behavior with varying levels of divergence in the electrodes, from homogenous through to highly divergent.

When thinking about the design of real world equipment and transformers for transmission levels, the more homogeneous case actually represents the majority of the configurations to be considered. Needle to plate type situations are avoided as part of good design and manufacturing, as it is known that these are electrically weak and prone to producing discharges. Consequently, criteria for selecting oil for transformers should consider field uniformity, surge exposure, and insulation geometry as well as fire safety.

Research looking at impulse behavior under more realistic arrangements has focussed on tap changer contacts, since these represent a more divergent part of power transformer designs. In this case the arrangement shown in Fig. 6. was used and the results obtained under impulse conditions showed very little difference between ester and mineral oil.

 


Fig. 6. Tap changer contacts used for natural ester evaluation

 

Fig. 7. shows the Weibull distribution for results obtained in this arrangement. This gives some confidence that even though the situation with a needle and plate looks unfavourable, as soon as the configuration starts to reflect the real world situation, the difference between esters and mineral oil becomes much smaller.

 


Fig. 7. Weibull distribution of lightning impulse breakdown under positive polarity

 

7. Laboratory Testing of Creepage Discharge and Flashover
Another area where divergence becomes important is over long creepage paths, where there is effectively a concentrated area of electrical field at one end, with a very long distance to the lower potential. A popular form of arrangement for testing creepage behavior is the so-called Weidmann set up, of a paper-wrapped or bare conductor in contact with a pressboard barrier, as shown in Fig 8.

 


Fig. 8. Weidmann electrode arrangement

 

When this type of arrangement has been tested over gap sizes up to 35mm it has been found that esters give similar flashover results to mineral oil, as shown in Table 3. The difference between the liquids in this arrangement is small - not even as large as that found in small oil gaps. This suggests that even though design modification may be necessary, there is not the very large difference that might be assumed if the acceleration voltage in extremely divergent set up was used.

8. Testing in Prototype Transformers
Another area where more focus may be required with an ester based liquid is over very long creepage paths far beyond the distances tested with the Weidmann arrangement, since the fundamental investigations indicate that propagation is key. Experience from real transformer prototypes has shown that failure modes over extremely long paths support the faster propagation model. Researchers from Brazil found that when testing a single phase 245kV prototype transformer, in natural ester, designed to mineral oil rules, the natural ester failed at 100% of Basic Insulation Level (BIL) rating, when tested with lightning impulse along a long gap discharge path, as shown in Fig.
3. This unit had an HV winding with a center connection coil.

 


Fig. 9. Model of winding showing discharge path

 

The designers of this transformer noted that although they experienced this failure it does not prevent the use of esters at higher voltage. However, there may need to be more design margin and closer attention paid to peak stress areas and long creepage paths. Thermal design and transformer cooling also affect viscosity and bubble formation, which in turn impact dielectric margins at high stress.

This is a theme that is often mentioned in the industry when discussing ester-based liquids and the necessary design changes. It is important to note that a growing number of manufacturers have carried out their own research in addition to the published works; to date there are a number of transformers successfully operating at 400kV+ with esters. There are also many other projects in development, and the expectation is that in the coming years esters will move from a being a product used in niche applications to one deployed in mainstream installations.

9. Conclusions
Over the last fifteen years a great deal of research has been conducted into understanding the electrical behavior of ester-based liquids, under a range of different conditions. This has been driven by a desire for safer, more environmentally friendly transformers.

The laboratory based test arrangements with extremely divergent fields indicate a difference in the streamer propagation behavior between esters and mineral oil, which may mean designers need to pay attention to certain portions of the dielectric structure. Evaluations with more realistic electrode arrangements indicate that although there is a difference in behavior, this will not prevent the use of esters at higher voltages. The experience in real world applications, where esters are now utilized for power transformers for 400kV+ also supports this assertion.

The key aspects for designers when considering ester-based liquids are to design a discharge-free transformer; extra margin may be needed over long creepage paths and in divergent arrangements to compensate for the higher probability of propagation. This could be summarized by saying that with mineral oil, discharges may occur, without flashover, but in ester there is a higher probability of discharge becoming breakdown.

 

 

 

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Oil For Transformers - Efficient Operation

Oil for transformers acts as a vital dielectric fluid, providing insulation, cooling, and arc suppression. By reducing heat buildup and protecting internal components, high-quality transformer oil ensures safe, efficient, and long-lasting performance in distribution systems.

 

What is Oil for Transformers?

Oil for transformers is a specialized insulating and cooling medium used in electrical transformers. It ensures safe, efficient, and long-lasting operation.

✅ Provides electrical insulation between windings and core

✅ Dissipates heat to prevent overheating and equipment failure

✅ Suppresses arcing and prolongs unit service life

 

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Oil for transformers plays a critical role as a dielectric fluid, ensuring the safe and efficient operation of electrical transformers. The type of fluid used maintains the integrity of both paper insulation and solid insulation, ensuring efficient performance in fluid-filled electrical systems. As an insulating medium, it not only prevents electrical breakdown but also helps in cooling the equipment by dissipating the heat generated during operation. Equipment liquid, typically mineral-based or synthetic, is designed to offer excellent electrical insulation properties, enhance operational longevity, and protect against faults or failures. This fluid is essential for maintaining the equipment’s performance, safeguarding against short circuits, and improving overall system reliability. In this article, we’ll explore the importance of liquid in equipment, its types, and why it's crucial for both electrical safety and efficiency. Utilities rely on distribution transformers filled with high-quality oil to ensure reliable service across neighborhoods and industrial facilities.

 

Transformer Oil Comparison Table

Oil Type Key Features Advantages Limitations
Mineral Oil Petroleum-based dielectric fluid Cost-effective, excellent cooling performance Flammable, environmentally harmful, prone to aging
Silicone Oil Synthetic, thermally stable Fire-resistant, high flash point, long lifespan Expensive, limited biodegradability
Synthetic Ester Man-made ester-based fluid Biodegradable, high fire safety, stable at high temperatures Higher cost, limited field experience
Natural Ester (Vegetable Oil) Derived from renewable plant oils Sustainable, biodegradable, high fire point Sensitive to moisture, higher viscosity

 

Types of Transformer Oil

Equipment is typically filled with mineral liquid, which has been the most commonly used insulating liquid due to its stability, thermal performance, and cost-effectiveness. However, recent advancements have led to the development of alternative liquids, such as natural esters, which offer improved environmental benefits and higher fire points, reducing the risk of fire hazards. These alternative liquids also contain small amounts of fatty acids that enhance their oxidation stability and performance under high temperatures. The construction of transformers includes the careful integration of insulating oil to protect windings and cores from overheating and electrical breakdown.

 

Electromagnetic Operation and Insulation

The electromagnetic operation of equipment involves the flow of current through windings, which induces magnetic fields and generates heat. Proper cooling and insulation are necessary to maintain the efficiency of this process. The liquid not only aids in cooling but also provides protection to the windings and contacts inside the equipment. Contact configurations within the equipment determine how electrical circuits connect and disconnect, and the insulating properties of the liquid prevent unintended short circuits or failures. The role of transformer insulation is closely tied to oil performance, ensuring both dielectric strength and thermal management.

 

Different Types of Transformer Oils

Different types of liquid equipment are available, including mineral-based and synthetic alternatives. Mineral liquids have been widely used for decades due to their proven reliability; however, concerns over their environmental impact have led to the adoption of biodegradable options, such as natural esters. These fluids offer a high fire point and enhanced oxidation resistance, making them an attractive choice for applications where fire safety and sustainability are priorities.

 

Applications of Transformer Oil

The applications of equipment liquid extend beyond just insulation and cooling. It also plays a crucial role in suppressing arcing within the equipment and ensuring the longevity of its components. Over time, however, liquid can degrade due to exposure to high temperatures, moisture, and contaminants. This degradation can compromise its insulating and cooling abilities, making regular oil testing essential. By conducting routine liquid testing, engineers can assess the condition of the liquid, identify contamination, and determine whether it needs to be replaced or treated. High-voltage units, such as power transformers, rely on oil with stable dielectric properties to withstand demanding grid conditions.

 

Principles of Liquid Operation

The operation principles of the equipment liquid are closely tied to the efficiency of the equipment itself. When the equipment is energized, the liquid absorbs and transfers heat, maintaining a stable operating temperature. Any significant degradation in the liquid’s properties can lead to insulation failure and reduced performance. Ensuring that the liquid maintains its high dielectric strength is crucial for the equipment’s long-term reliability. Modern condition monitoring systems often track transformer oil quality, enabling predictive maintenance and reducing costly outages.

 

Fire Safety and Flash Point Considerations

Another key property of equipment liquid is its flash point, which determines the temperature at which the liquid can vaporize and ignite. A higher flash point indicates better fire resistance, reducing the risk of fires in electrical substations and industrial settings. Regular monitoring of the liquid’s flash point, along with other relevant properties, is a crucial step in ensuring equipment safety.

 

Frequently Asked Questions

 

What is a Dielectric liquid, and why is it used in electrical transformers?

Dielectric liquid is a specially refined mineral liquid used in electrical equipment as an insulating and cooling medium. It helps to insulate the equipment’s internal components, preventing electrical breakdown. Additionally, it dissipates heat generated during operation to keep the equipment at an optimal temperature, ensuring efficiency and preventing damage from overheating. Understanding transformer oil is key to extending equipment life, preventing faults, and maintaining overall system reliability.

 

What are the different types of oil used in transformers?

The two main types of oil used in equipment are mineral oil and synthetic oil.

  • Mineral oil, derived from petroleum, is the most commonly used liquid in equipment due to its excellent insulating properties, cost-effectiveness, and widespread availability. It is further divided into highly refined mineral liquid and less refined options.

  • Synthetic oils are man-made liquids designed to perform better at extreme temperatures and provide enhanced thermal stability. They are typically used in situations requiring higher performance or in environments with strict environmental and safety regulations.

 

How does equipment liquid prevent electrical breakdown?

Equipment liquid prevents electrical breakdown by providing high dielectric strength, which allows the equipment to handle high voltage without risk of failure. The liquid acts as an insulating barrier between electrical components, such as conductors and windings, reducing the chance of short circuits. Its insulating properties ensure that electrical discharges or arcing do not occur, thereby maintaining the equipment's stability.

 

What is the role of transformer oil in cooling and heat dissipation?

The primary role of equipment liquid in cooling is to absorb the heat generated by the electrical components inside the equipment during operation. The oil circulates through the equipment, transferring heat away from the core and winding. It then releases the heat through the outer surfaces or the radiator system, maintaining an optimal operating temperature to avoid overheating, which could damage internal components and shorten the equipment’s lifespan.

 

How can transformer oil be tested for quality?

Transformer liquid can be tested for quality using several methods, including:

  • Dielectric strength testing to check for the liquid's insulating properties.

  • Acidity tests to detect the presence of contaminants that could cause corrosion or degradation.

  • Moisture content analysis is performed to ensure the liquid remains free of water, which can reduce its insulation effectiveness.

  • Color and appearance tests to identify contaminants, oxidation, or breakdown.

 

Transformer liquid should be replaced when it shows signs of contamination, degradation, or when its dielectric strength drops below the acceptable level. Regular monitoring and testing can help determine when liquid replacement or filtration is necessary to ensure the continued safe and efficient operation of the equipment.

Oil for transformers serves as an essential insulating and cooling medium in electrical equipment, ensuring optimal performance and longevity. Mineral liquid, the most commonly used type, helps dissipate the heat generated during operation, preventing overheating that could lead to equipment failure. It also provides electrical insulation, preventing short circuits and electrical faults by maintaining the integrity of the equipment's internal components. Additionally, liquid serves as a barrier against moisture and contaminants, further enhancing the reliability and safety of the equipment. Over time, liquid may degrade, requiring periodic monitoring and replacement to maintain its effectiveness.

 

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