Independent open-source research · Power-system resilience · 2026

Kerala2040

A diagnosis-first investigation of why Kerala's electricity system becomes stressed: separating annual energy, difficult hours, hydropower timing, external transfer availability and internal transmission constraints before prescribing future infrastructure.

Research question

What actually makes the system vulnerable during stressed periods?

Kerala2040 began as a broad future-energy-pathways project, but the accumulated evidence pointed to a more useful first question: whether Kerala's vulnerability comes from annual energy scarcity, the timing and shape of peak demand, hydropower availability, interstate transfers, internal transmission, siting constraints, or an interaction among them. The project therefore diagnoses the present system before testing 2040 responses.

The study does not claim to reconstruct the exact cause of a particular 2026 load-shedding event. Public data are not sufficient for that event-level operational post-mortem.

Evidence architecture

Observation, derivation and modelling stay separate.

1 · Observed / source reported

Official electricity statistics, SLDC daily records, published transfer values, source-backed network records and other public evidence are retained with provenance rather than silently filled.

2 · Derived from observations

Matched-date growth measures, weather-sensitive chronology, network crosswalks and other derived quantities remain traceable to their underlying records.

3 · Screening models

PyPSA, OSeMOSYS, hydro-timing and network sensitivities test mechanisms and robustness. Solver agreement or sensitivity does not become a claim of physical validation.

4 · Candidate responses

Storage, flexibility, renewable and infrastructure ideas are treated as hypotheses to test after the vulnerability is identified, not as predetermined answers.

Selected findings

The emerging story is about timing, transfers and internal constraints.

  • Demand growth: official broad electricity consumption rises from 22,540.32 MU in FY2020–21 to 29,311.76 MU in FY2024–25. The separately audited SLDC archive shows a 24.1% increase in daily consumption across 356 matched calendar dates between FY2020–21 and FY2025–26.
  • Weather-sensitive chronology: the 8,760-hour reconstruction preserves all 354 observed FY2024–25 daily SLDC energy totals exactly; 11 missing days remain explicitly model-only. On held-out January–March 2025 extrema, MAE improves from 367.9 MW for the old fixed shape to 124.9 MW, while correlation rises from 0.659 to 0.968. This is improved chronology, not continuous measured-hour validation.
  • Hydro timing: in the reference-demand / 4,455 MW transfer-capability screening case, shifting the same daily hydro MWh within the day reduces modelled unserved energy from about 375.03 GWh to 11.75 GWh, a 96.87% reduction. This is a timing sensitivity, not a reservoir operating rule.
  • External transfer: reducing the assumed interstate transfer ceiling from the dated 4,455 MW ATC benchmark produces much larger stress in the adequacy screens. Renewable additions and hydro flexibility help, but severe transfer constraints can still dominate.
  • Internal network: a public-data screen tests 233 source-backed primary lines under eight radically different residual-import allocations. Twenty-one lines remain overloaded in all eight cases, forming 12 robust corridor groups; Shornur 220/110 kV remains the strongest multi-voltage hotspot in this screening framework.

Working synthesis

Not one simple statewide annual-energy deficit.

The current evidence supports a working explanation: Kerala's susceptibility to power-system stress appears to come from the interaction of weather-sensitive peak demand, dependence on external electricity, hydropower timing and availability, and internal transmission constraints.

Ecology, terrain, water systems, settlements and hazards enter as constraints on future responses. A model can identify a system need; it does not automatically establish that a new line, generator or storage project is legally, environmentally or physically feasible.

Methods & reproducibility

One research stack, multiple independent checks.

Historical electricity

SLDC and other official/public records are audited before use, with missing dates and accounting-boundary differences kept visible.

Weather & chronology

ERA5 variables support a weather-sensitive hourly demand reconstruction while preserving observed daily energy totals where those observations exist.

Power-system screening

PyPSA adequacy, transfer and flexibility experiments are cross-checked against an OSeMOSYS implementation where applicable, using open solvers and explicit assumptions.

Network, hydro & GIS

Public network reconstruction, Idukki/hydro studies, official boundaries, terrain and ecological/hazard layers provide spatial and physical context around the system models.

PythonPyPSAOSeMOSYSHiGHSERA5GISpandaspytestCIEvidence provenance

Limitations

Screening evidence is not an operational planning study.

  • The reconstructed 8,760-hour demand series is not measured hourly telemetry.
  • Hydro-flexibility results are sensitivities, not validated reservoir rule curves; the current Idukki water-balance residual is not observed catchment inflow.
  • Public-network overloads are robustness screens, not calibrated AC load-flow, N-1 security results, upgrade MW or investment prescriptions.
  • Solar/wind profiles are resource proxies rather than a fully calibrated statewide future fleet.
  • Statutory siting constraints are not yet legally complete, and a full least-cost/reliability investment optimisation remains future work.
  • PyPSA ↔ OSeMOSYS numerical agreement checks implementation consistency; it does not prove physical truth.

Go deeper

The portfolio page is the map; the project repository is the evidence room.