The choice between balanced and unbalanced modelling is one of the most important decisions in a harmonic study. It applies to penetration and load-flow studies alike.
In a balanced study, the network is assumed to be symmetrical. The three phases are represented by a single equivalent phase, or by positive-sequence quantities: the phase voltages \(V_a,\ V_b,\ V_c\) are equal in magnitude and separated by \(120^\circ\), and only the positive-sequence network is represented. This is simpler and computationally efficient.
A balanced method may be adequate, for example, for a single HVDC or industrial converter installation where the station arrangement and filters are symmetrical and the objective is to calculate approximate harmonic distortion and filter rating. The advantage is simplicity; the limitation is that it cannot fully represent phase asymmetry, unbalanced lines, untransposed circuits, cable sheath asymmetry or unequal mutual coupling.
In an unbalanced study, the network is represented phase-by-phase, which allows differences between phases and coupling between phases. The three-phase admittance matrix is used, and harmonic quantities can be calculated in each phase, \(V_{a,h},\ V_{b,h},\ V_{c,h}\), and transformed into sequence components \(V_{1,h},\ V_{2,h},\ V_{0,h}\).
The practical reason for using an unbalanced model is that the balanced model may underestimate or misrepresent harmonic voltages in individual phases. At some frequencies, especially near resonance, small phase asymmetries can create significant inter-sequence coupling.
A balanced model assumes \(Z_a=Z_b=Z_c\) with symmetrical phase coupling; an unbalanced model allows \(Z_a\neq Z_b\neq Z_c\) with phase-wise mutual coupling.
A balanced model is not automatically wrong — it is often suitable for early-stage screening or symmetrical installations. However, if the study involves long cables, untransposed overhead lines, phase-wise harmonic limits, cable sheath effects or resonance near important harmonic orders, an unbalanced model may be necessary.