IDEAS home Printed from https://ideas.repec.org/a/eee/appene/v407y2026ics030626192502063x.html

Inertia estimation for power grids: A review of methods, challenges, and future prospects

Author

Listed:
  • Dulal, Saurav
  • Olama, Mohammed
  • Thotakura, Naga Lakshmi
  • Liu, Yilu

Abstract

The electric power grid is undergoing a significant transformation, shifting from traditional synchronous generators to inverter-based resources (IBRs) such as solar photovoltaics, wind turbines, and energy storage systems. This evolution leads to a reduction in system inertia, a critical attribute for maintaining frequency stability in response to disturbances. Consequently, the ability to monitor and estimate system inertia has become increasingly essential. This paper provides a comprehensive review of existing inertia estimation methodologies, analyzing them from multiple perspectives, including the types of data utilized, underlying estimation principles, operational modes, and system-wide applicability. A comparative summary table is included to distill commonalities and key characteristics across various studies. In addition, the paper examines practical implementations of inertia estimation across several major power systems worldwide, including the U.S. interconnections, the Nordic power system, and the U.K. grid. Key challenges are identified, particularly in estimating contributions from virtual inertia sources and load-induced inertia in increasingly converter-dominated networks. To address these emerging challenges, the paper proposes an integrated framework for real-time inertia estimation and monitoring. This framework encompasses critical components such as data acquisition, inertia estimation from both synchronous and non-synchronous sources, load-induced effects, optimization techniques, forecasting, and virtual inertia scheduling. Collectively, these elements enable dynamic, system-wide monitoring and adaptive control of grid inertia.

Suggested Citation

  • Dulal, Saurav & Olama, Mohammed & Thotakura, Naga Lakshmi & Liu, Yilu, 2026. "Inertia estimation for power grids: A review of methods, challenges, and future prospects," Applied Energy, Elsevier, vol. 407(C).
  • Handle: RePEc:eee:appene:v:407:y:2026:i:c:s030626192502063x
    DOI: 10.1016/j.apenergy.2025.127333
    as

    Download full text from publisher

    File URL: http://www.sciencedirect.com/science/article/pii/S030626192502063X
    Download Restriction: Full text for ScienceDirect subscribers only

    File URL: https://libkey.io/10.1016/j.apenergy.2025.127333?utm_source=ideas
    LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
    ---><---

    As the access to this document is restricted, you may want to

    for a different version of it.

    References listed on IDEAS

    as
    1. OECD & World Bank & UN Environment, 2018. "Financing Climate Futures," World Bank Publications - Books, The World Bank Group, number 32517, April.
    2. Peter A.G van Bergeijk & Selwyn J.V. Moons & Christian Volpe Martincus, 2018. "The future of economic diplomacy research," Chapters, in: Research Handbook on Economic Diplomacy, chapter 23, pages 382-394, Edward Elgar Publishing.
    3. Makolo, Peter & Zamora, Ramon & Lie, Tek-Tjing, 2021. "The role of inertia for grid flexibility under high penetration of variable renewables - A review of challenges and solutions," Renewable and Sustainable Energy Reviews, Elsevier, vol. 147(C).
    4. L., Lavanya & Swarup, K.S., 2024. "Inertia monitoring in power systems: Critical features, challenges, and framework," Renewable and Sustainable Energy Reviews, Elsevier, vol. 190(PA).
    5. Jos Barlow & Filipe França & Toby A. Gardner & Christina C. Hicks & Gareth D. Lennox & Erika Berenguer & Leandro Castello & Evan P. Economo & Joice Ferreira & Benoit Guénard & Cecília Gontijo Leal & V, 2018. "The future of hyperdiverse tropical ecosystems," Nature, Nature, vol. 559(7715), pages 517-526, July.
    6. Yan, Ruifeng & Saha, Tapan Kumar & Modi, Nilesh & Masood, Nahid-Al & Mosadeghy, Mehdi, 2015. "The combined effects of high penetration of wind and PV on power system frequency response," Applied Energy, Elsevier, vol. 145(C), pages 320-330.
    7. Jakob Zscheischler & Seth Westra & Bart J. J. M. Hurk & Sonia I. Seneviratne & Philip J. Ward & Andy Pitman & Amir AghaKouchak & David N. Bresch & Michael Leonard & Thomas Wahl & Xuebin Zhang, 2018. "Future climate risk from compound events," Nature Climate Change, Nature, vol. 8(6), pages 469-477, June.
    8. Heylen, Evelyn & Teng, Fei & Strbac, Goran, 2021. "Challenges and opportunities of inertia estimation and forecasting in low-inertia power systems," Renewable and Sustainable Energy Reviews, Elsevier, vol. 147(C).
    9. Li Da Xu & Eric L. Xu & Ling Li, 2018. "Industry 4.0: state of the art and future trends," International Journal of Production Research, Taylor & Francis Journals, vol. 56(8), pages 2941-2962, April.
    10. Christine S. M. Currie & Trivikram Dokka & John Harvey & Arne K. Strauss, 2018. "Future research directions in demand management," Journal of Revenue and Pricing Management, Palgrave Macmillan, vol. 17(6), pages 459-462, December.
    Full references (including those not matched with items on IDEAS)

    Most related items

    These are the items that most often cite the same works as this one and are cited by the same works as this one.
    1. L., Lavanya & Swarup, K.S., 2024. "Inertia monitoring in power systems: Critical features, challenges, and framework," Renewable and Sustainable Energy Reviews, Elsevier, vol. 190(PA).
    2. King, Elizabeth M. & Randolph, Hannah L. & Floro, Maria S. & Suh, Jooyeoun, 2021. "Demographic, health, and economic transitions and the future care burden," World Development, Elsevier, vol. 140(C).
    3. Mirza, Zarka & Jain, Himanshu, 2026. "From challenges to solutions: Review and analysis of grid-supportive technologies in sustainable power systems," Applied Energy, Elsevier, vol. 403(PB).
    4. Zhang, Mingze & Li, Weidong & Yu, Samson Shenglong & Wang, Haixia & Ba, Yu, 2024. "Optimal day-ahead large-scale battery dispatch model for multi-regulation participation considering full timescale uncertainties," Renewable and Sustainable Energy Reviews, Elsevier, vol. 189(PB).
    5. Stelios C. Dimoulias & Eleftherios O. Kontis & Grigoris K. Papagiannis, 2022. "Inertia Estimation of Synchronous Devices: Review of Available Techniques and Comparative Assessment of Conventional Measurement-Based Approaches," Energies, MDPI, vol. 15(20), pages 1-30, October.
    6. Cabrera-Tobar, Ana & Bullich-Massagué, Eduard & Aragüés-Peñalba, Mònica & Gomis-Bellmunt, Oriol, 2016. "Review of advanced grid requirements for the integration of large scale photovoltaic power plants in the transmission system," Renewable and Sustainable Energy Reviews, Elsevier, vol. 62(C), pages 971-987.
    7. Weiqing Han & Lei Zhang & Gerald A. Meehl & Shoichiro Kido & Tomoki Tozuka & Yuanlong Li & Michael J. McPhaden & Aixue Hu & Anny Cazenave & Nan Rosenbloom & Gary Strand & B. Jason West & Wen Xing, 2022. "Sea level extremes and compounding marine heatwaves in coastal Indonesia," Nature Communications, Nature, vol. 13(1), pages 1-12, December.
    8. Sony, Michael & Naik, Subhash, 2020. "Industry 4.0 integration with socio-technical systems theory: A systematic review and proposed theoretical model," Technology in Society, Elsevier, vol. 61(C).
    9. Gibbon, Gwili E.M. & Dallimer, Martin & Golo, Hassan & Munene, Humphrey & Wandera, Charlene A. & Edson, Monda N. & Gachura, Jane C. & Hobbs, Tim & Ihwagi, Festus & Ikhamati, Stephen R. & Ikiara, Samso, 2024. "Structured decision-making shows broad support from diverse stakeholders for habitat conservation and restoration in Kenya’s Central Highlands," Land Use Policy, Elsevier, vol. 147(C).
    10. Carmenta, Rachel & Cammelli, Federico & Dressler, Wolfram & Verbicaro, Camila & Zaehringer, Julie G., 2021. "Between a rock and a hard place: The burdens of uncontrolled fire for smallholders across the tropics," World Development, Elsevier, vol. 145(C).
    11. Sukjoon Oh & John F. Gardner, 2022. "Large Scale Energy Signature Analysis: Tools for Utility Managers and Planners," Sustainability, MDPI, vol. 14(14), pages 1-19, July.
    12. Till Wenzel & Cees van Westen & Mariya Sunil & Núria Pantaleoni Reluy & Philipp Marr & Thomas Glade & Rainer Bell, 2026. "Towards a practical multi-hazard interrelation classification: implications for assessing their impacts," Natural Hazards: Journal of the International Society for the Prevention and Mitigation of Natural Hazards, Springer;International Society for the Prevention and Mitigation of Natural Hazards, vol. 122(2), pages 1-37, January.
    13. J. J. Wijetunge & N. G. P. B. Neluwala, 2023. "Compound flood hazard assessment and analysis due to tropical cyclone-induced storm surges, waves and precipitation: a case study for coastal lowlands of Kelani river basin in Sri Lanka," Natural Hazards: Journal of the International Society for the Prevention and Mitigation of Natural Hazards, Springer;International Society for the Prevention and Mitigation of Natural Hazards, vol. 116(3), pages 3979-4007, April.
    14. Lan, Hai & Wen, Shuli & Hong, Ying-Yi & Yu, David C. & Zhang, Lijun, 2015. "Optimal sizing of hybrid PV/diesel/battery in ship power system," Applied Energy, Elsevier, vol. 158(C), pages 26-34.
    15. Fengchun Ye & Pinya Wang & Yang Yang & Lili Ren & Jianping Tang & Hong Liao, 2025. "Anthropogenic forcing dominates changes in compound long-duration dry and heat extremes in China," Climatic Change, Springer, vol. 178(2), pages 1-19, February.
    16. Mohamed Amine Boutabba & Yves Rannou, 2020. "Investor strategies and Liquidity Premia in the European Green Bond market," Post-Print hal-02544451, HAL.
    17. Russeil, Valentin & Lo Seen, Danny & Broust, François & Bonin, Muriel & Praene, Jean-Philippe, 2023. "Food and electricity self-sufficiency trade-offs in Reunion Island: Modelling land-use change scenarios with stakeholders," Land Use Policy, Elsevier, vol. 132(C).
    18. Seneviratne, Chinthaka & Ozansoy, C., 2016. "Frequency response due to a large generator loss with the increasing penetration of wind/PV generation – A literature review," Renewable and Sustainable Energy Reviews, Elsevier, vol. 57(C), pages 659-668.
    19. Haidong Zhao & Lina Zhang & M. B. Kirkham & Stephen M. Welch & John W. Nielsen-Gammon & Guihua Bai & Jiebo Luo & Daniel A. Andresen & Charles W. Rice & Nenghan Wan & Romulo P. Lollato & Dianfeng Zheng, 2022. "U.S. winter wheat yield loss attributed to compound hot-dry-windy events," Nature Communications, Nature, vol. 13(1), pages 1-9, December.
    20. Randell, Heather & Jiang, Chengsheng & Liang, Xin-Zhong & Murtugudde, Raghu & Sapkota, Amir, 2021. "Food insecurity and compound environmental shocks in Nepal: Implications for a changing climate," World Development, Elsevier, vol. 145(C).

    More about this item

    Keywords

    ;
    ;
    ;
    ;
    ;
    ;
    ;

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:eee:appene:v:407:y:2026:i:c:s030626192502063x. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    If CitEc recognized a bibliographic reference but did not link an item in RePEc to it, you can help with this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Catherine Liu (email available below). General contact details of provider: http://www.elsevier.com/wps/find/journaldescription.cws_home/405891/description#description .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.