What is he worried about? I am not aware of any POCOs that charge for thd/non linear loads. Besides, these things are pretty good these days. Why would an electronic fuorescent ballast be substantially different?
What's the point of LED change out again? After grasping a good technical understanding and theory of supposed savings, did an accountant suggest it was a wise idea to spend/finance a large sum of money for this particular vs keeping, or vs another alternative? He's talking about a lighting system where 100kW is only a portion of lighting load so this is probably an industrial facility.
Distorted waveform also have a poor factor. If the plant already has high harmonic loads that are essential to their business, you can't blame him for not wanting lighting to add more harmonics. Transformers and wiring losses are based on VA rather than wattage. If it's non linear, the loss is actually even higher. Draw enough non linear current and voltage starts to become distorted. Distorted voltage causes motors to lose efficiency.
This is a good website to look at if you want to look at a bunch of excuses
Lunera Resources
Excuses for having poor PF caused by mismatched load
Glossing over inability to provide maintain full output in the installed environment due to fragility
HID lamps have a high lumen density. A proper retrofit can only be called such when it can provide intended performance in the environment it is meant to be used. A grill can work two ways. Run at full power, and cycle on and off with to satisfy the thermostat or throttle the wattage continuously to hold the set temperature. A lighting product should only go into thermostatic limit (limp mode) during abnormal operations to prevent damage.
due to LEDs being prone to heat damage, some LED products have become dependent on regularly tripping LED fry out preventive mechanism while being advertised with specs that it can not maintain in all the intended advertised applications. LED retrofit bulb suspended by the base in a bell jar struggles to provide output matching HID while rejecting heat adequately to avoid cooking thermally delicate LEDs and its ballast. "Thermal IQ" "intelligent thermal management" and such are marketing gloss over to creatively say their in-situ retrofit do not have enough durability to work at full performance and it places them in limp mode rather than burning out. It's the only alternative to cycling on and off in the interest of avoiding fried LEDs. Other options exist such as phase change cooling but it can not be done without bloating the price tag more.
Computers often make use of variable speed fan to keep the CPU cooled under different load. Thermal fold back takes over only when increasing fan can not maintain the temperature limit and it usually only happens due to abnormal room temperature or blocked airflow. If it happened all the time, that computer is not of the performance purported in the specs.
Dedicated LED fixtures can operate without regularly activating LED burnout protection and it does so by giving LEDs low thermal resistance path to the fixture body and LED burnout protection should only activate under unusual conditions, such as heater vent blowing onto it.
Some are rated at L90 (hours to 10% LED decay) rather than L70 (hours to 30% LED decay), but these tend to be highly expensive.
LED ballast/LED driver occasionally tries to get by without utilizing cost adding active PFC but at the expense of impaired light quality in the form of producing excessive line frequency
Flicker.
Insist on
*power factor better than 0.95
*THD under 15%
Flicker:
*not to exceed 20% flicker percentage
*and not to exceed 0.10 flicker index
*Thermal throttling should not activate under intended use during normal operation.
It's not a significant difference from power quality perspective but insisting on greater than 0.95 PF & under 15% THD power quality performance rather than settling for >0.9 <20% tends to weed out performance compromise, cost cutting ballasts.
The compromise is letting huge amounts of line frequency flicker bleed into the light output which causes motion blurring, saw blades that appear to not be in motion, and interfere with cameras. Fortunately requiring 0.95 PF and <15% THD makes it more challenge to fit through the loophole.
Here's an example of compromise LED driver ballast that often finds use as disposable ballast for screw in LED bulbs.
http://www.onsemi.com/pub_link/Collateral/AND9094-D.PDF
"LED Ripple Current < ±35%"
"For high powered applications like fluorescent light
ballasts, It is common to use a dedicated boost front end
converter stage to deliver power factor greater than 0.99.
This is
much higher performance than required in an LED
bulb or down-light and adds an additional power conversion
stage."
Well they forgot to explain 35% ripple causes huge amounts of flicker and the so called "much higher performance than required" design does not degrade light quality by infusing flicker. Not having excessive flicker barred meant invitation for LED products with more flicker than magnetic ballast fluorescent lights.