New Zealand · 1997–2025

From Lagging to Leading

The measured emergence of standing capacitance behind consumer connections.

Both ENTSO-E Final Reports on the 2025 Iberian and North Macedonian blackouts read the excess capacitive reactive power as a network term. The Iberian report asks for what was missing: information on load composition. This work builds that record from 29 years of regulatory half-hourly metering at New Zealand’s transmission–distribution boundary, and finds a second source — the demand behind the customer’s connection has itself moved capacitive.

Overnight reactive power crossed from lagging to leading in 2016, nearly a decade before the 2025 events. A first-principles charging calculation puts the demand-side share of that drift in the physical band 75–88%, and the term behaves as a net standing shunt element: present around the clock, scaling with the connections served, moving capacitive by about 230 VAr per connection over 2013–2025. The mandated electromagnetic-compatibility filter in nearly every mains-connected product is advanced as the candidate device layer, as a labelled hypothesis, with the decisive low-voltage measurement identified.

Three reading forms, the same words

The web version carries the short version’s words verbatim. A guard in this repository, paper/VERIFY_PAGE_TEXT.py, diffs the page against the LaTeX source at token level in both directions, over every section, and fails if a single word drifts.

Permanent records

The paper
10.5281/zenodo.22238685 — both PDFs and the web version, CC0
Data and code
10.5281/zenodo.21927098 — the replication archive: notebooks, guards, pinned environment, derived tables, and the raw public inputs as consumed
Provenance
A SHA-256 manifest over the whole archive is anchored two ways — RFC 3161 (FreeTSA) and OpenTimestamps, into the Bitcoin blockchain. The archive’s PROVENANCE.md states what that proves and what it does not.
Mirrors
Both records are mirrored byte for byte at the Internet Archive — the paper and data and code. This repository is archived at Software Heritage under the permanent identifier swh:1:snp:ccc51bbf…, and the Zenodo record pages as published are captured in the Wayback Machine (paper, archive). The DOIs above are the citation; the mirrors are a second place to fetch from when Zenodo is unreachable, and every file can be checked against the timestamped manifest.

Reproducing it

Every number and figure in both versions is computed from public data — Electricity Authority grid metering and Commerce Commission information disclosures, both CC BY 4.0 — by the notebooks in replication/. Both tiers are verified to build from a clean copy of this repository.

This is descriptive analysis of public regulatory metering and information-disclosure data. The views expressed are the author’s. No external funding was received. The analysis informs, but does not advocate, a live reactive-power pricing policy question.