Transformer Hot Spot Analysis

Category: Coupled Analysis – Electromagnetic-Thermal | Revised 2026-10-01

Theory: two time constants, oil and winding

Overview

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On summer evenings when demand peaks, is it safe to load a transformer above its rating?

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Often yes, depending on duration and temperature. Transformer life is set by ageing of the paper insulating the windings, and the ageing rate depends on the hottest point of the winding (the hot spot). Raising load increases winding loss with current squared and raises temperature. But transformers are cooled by large volumes of oil that take hours to warm. The winding-to-oil gradient catches up in minutes, but oil temperature lags, so a short overload raises the hot spot only modestly. A long overload, by contrast, approaches steady temperature and ages the paper rapidly. Overload decisions are therefore based on temperature over time and the life it consumes, not steady temperature.

Ultimate temperatures

$$ \Delta\theta_{o,\infty} = \Delta\theta_{or}\left[\frac{1+RK^2}{1+R}\right]^x,\qquad \Delta\theta_{h,\infty} = H g_r K^y $$

K is load factor, Δθ_or rated top-oil rise (52 K), R ratio of load to no-load loss at rating (6), H g_r rated hot-spot-to-oil gradient (26 K), x = 0.8, y = 1.3. Steady values use the same settings as transformer hot spot (steady state).

Time response and ageing rate

$$ \tau_o\frac{d\Delta\theta_o}{dt} = \Delta\theta_{o,\infty} - \Delta\theta_o,\quad \tau_w\frac{d\Delta\theta_h}{dt} = \Delta\theta_{h,\infty} - \Delta\theta_h,\quad V = 2^{(\theta_h - 98)/6} $$

τ_o is the oil time constant (180 min) and τ_w the winding time constant (7 min), both illustrative. V is paper ageing rate relative to 98 °C (non-thermally-upgraded paper). Ambient is 30 °C.

Coffee Break Trivia

Half per 8 degrees, double per 6

In 1930 Montsinger reported that transformer insulation life halves for roughly every 8 °C rise — an empirical rule applying the exponential temperature dependence of reaction rates to paper ageing. Later work revised the figure, and current international standards use a doubling of ageing rate per 6 K for non-thermally-upgraded paper. The idea that a few degrees change life dramatically has held for nearly a century.

Worked examples

Example 1: from 0.7 to 1.5 load by overload duration (30 °C ambient)

Overload durationPeak hot-spot temperatureLife used (at 98 °C, incl. 3 h after)
30 min115.8℃2.8 h
1 h124.0℃10.5 h
2 h136.2℃61.5 h
Sustained (steady state)167.2℃143 min to reach 140 °C

At steady 0.7 load the hot spot is 79.2 °C with ageing rate 0.114, using about 2.7 hours of life per day. A 1-hour overload (10.5 hours) equals about 4 normal days.

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Extending overload from 30 minutes to 2 hours raises life used from 2.8 to 61.5 hours — more than 20 times — though duration only quadrupled.

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Because ageing rate is exponential in temperature. The longer the overload, the warmer the oil and the hotter the hot spot, and at that temperature ageing doubles and redoubles. At 30 minutes the peak is 115.8 °C (about 8 times the reference rate); at 2 hours it reaches 136.2 °C (about 80 times). So overload limits are more rationally set by what temperature the hot spot reaches and how much life is used than by a fixed number of hours. In practice, forecast temperature and load predictions drive a time-stepped calculation of next-day hot-spot temperature to decide allowable overload. Note that the hot spot here is an estimate at one point, and where the winding is hottest depends on oil flow. For new designs or cooling changes, detailed analysis coupling oil flow with winding heat, or fibre-optic measurements, confirm hot-spot location and gradient.

Modelling workflow

  1. Get rated top-oil rise and winding gradient from heat-run tests.
  2. Fit oil and winding time constants to temperature histories from tests.
  3. Feed load and ambient time series to solve hot-spot temperature over time.
  4. Integrate ageing rate to obtain life consumed.
  5. For new designs, couple oil flow and winding heat to locate the hot spot.
Coffee Break Trivia

“A transformer hotter at night under the same load”

At one substation, fibre-optic hot-spot measurements sometimes read higher at night than in daytime at the same load. Investigation showed load peaking in the early evening and oil temperature continuing to climb for hours afterwards. Night load matched daytime load, but the oil hadn't cooled yet. Adopting time-stepped calculation in operations and starting cooling fans earlier ahead of the evening peak lowered night-time hot-spot temperatures.

Common mistakes

Mistakes and fixes

MistakeEffectFix
Judging overload by steady stateShort overloads over-restrictedSolve in time
Oil time constant onlyPeak underestimated on load stepInclude winding time constant
Ageing from average temperatureLife overestimatedIntegrate ageing rate
Ignoring the after-periodDelayed heat missedInclude hours afterwards
Constant ambientSummer hot spot wrongUse ambient time series
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