GROWTH – DEDICATED CALL – 10/00 TOPIC IV.1 Cyclic oxidation testing - development of guidelines for high temperature materials 1. CONFORMITY WITH THE WORK PROGRAMME This topic falls under the Competitive and Sustainable Growth Programme, generic activity Measurement and Testing. Specifically, it is related to Objective GROW-20006.2.1 Methodologies to Support Standardisation and Community Policies for which expressions of interest have been called. The topic is also relevant to: - Generic Activity Materials and Their Technologies for Production and Transformation. - Key Action 1 : Innovative Products, Processes and Organisation. 2. KEYWORDS High temperature materials, performance quantification, reliability, safety, economical use, testing, guidelines development 3. SUMMARY OF OBJECTIVES AND JUSTIFICATION The performance of materials at high temperatures is depending on their behaviour under the complex interaction of temperature changes, corrosive attack, oxidative attack, and in some cases mechanical loads. Life time and probability of unexpected failure for materials and components under these conditions can be characterised in a laboratory by cyclic oxidation testing. Although it is generally agreed that this test is the most valuable one for performance assessment of high temperature materials, no general guidelines or standards exist so far neither nationally, Europe wide nor internationally. Results from measurements existing today can actually not be compared with each other nor can their significance for performance assessment really be quantified. Thus, a strong need exists to close this critical gap by pre-normative research and the development of reliable and useful guidelines or standards for cyclic oxidation testing. 4. BACKGROUND In modern high temperature technology materials play a key role with respect to performance, reliability, safety, economical profit and ecological compatibility. The advances in the development of energy conversion systems (low CO2 emission power stations, solid oxide fuel cells, waste and bio-mass combustion or gasification, coal conversion, etc.) and in engines for transportation (car engines, catalytic converters, advanced jet engines, etc.) are to a largest extent based on high temperature materials issues. In most cases these materials are subjected to a complex interaction of temperature changes, oxidative high temperature attack, corrosive high temperature DC 10/00/Topic IV.1/ Pg 2 attack and mechanical stresses. This interaction determines whether components exhibit premature failure or show reliable long-term performance and also limits the upper service temperature which decides the degree of efficiency and hence the economical and ecological performance. This complex interaction can not be simulated in the laboratory on a one-to-one basis without extremely high cost and unjustified man-hours. Therefore, a number of tests have been developed which are used to characterize the high temperature materials behaviour under somewhat simplified conditions. With regard to high temperature oxidation resistance, isothermal exposure tests at the potential operation temperatures, are performed either continuously (usually accompanied by weight gain measurements in a thermobalance) or discontinuously (weight change of the specimen is measured in a balance after cooling). These tests provide information about the high temperature oxidation/corrosion kinetics, and the first steps towards the development of guidelines1,2,3 have been undertaken. Such guidelines or standards have not existed although these tests have been used for more than half a century. The drawback of the isothermal test, from an industrial point of view, is that during operation components almost never experience isothermal conditions. Additionally, isothermal oxidation behavior usually reflects a better oxidation resistance of the materials than the more near-service conditions of cyclic oxidation (i.e. oxidation under superimposed temperature changes). Therefore, for years the cyclic oxidation test has been the major test for the assessment of high temperature materials performance under such complex conditions in all industrial laboratories and also in some academic laboratories. Of course it can be argued that cyclic oxidation testing does not include mechanical loading of the substrate. Following this argumentation the thermo-mechanical fatigue test was developed which is, however, sophisticated, requires expensive testing equipment and highly skilled operation personal, and only one specimen can usually be tested in one testing machine at a time. Especially for industry, the fatigue test excludes the testing of a large number of specimens or different materials in particular for the assessment of long term behaviour since the test is very expensive. As a consequence often „accelerated“ tests with loads clearly above the operation stresses and short testing times are performed which, however, do not take into consideration the role of oxidation or high temperature corrosion in a realistic manner. It should furthermore be mentioned that especially under high temperature corrosion conditions component lifetime will predominantly be determined by corrosion processes in the surface region of the component rather than by mechanical failure mechanisms in the substrate. The cyclic oxidation test has been developed because industry needed a relatively simple and cost-effective test for the assessment of materials behaviour under high temperature oxidation or corrosion conditions which, at the same time is relatively close to the situation in operation of components in high temperature plants and engines. Depending on the size of the test equipment, a large number of different specimens and ______________________ 1 2 3 H.J. Grabke et al. Points to be considered in Thermogravimetry, Materials and Corrosion 44 (1993) 345 - 350 Guidelines for Methods of Testing and Research in High Temperature Corrosion, Eds. H.J. Grabke, D.B. Meadowcroft, EFC-Publications No. 14, IoM Communications, London 1995 Discontinuous Corrosion Testing in High Temperature Gaseons Atmospheres - First Draft Code of Practice ERA Technology, Leatherhead 1996 DC 10/00/Topic IV.1/ Pg 3 materials can be tested without high costs at the same time in industrially relevant atmospheres and at temperature cycles oriented at operational conditions. This type of test also allows long-term testing with testing times close to operational times since, costs are in a reasonable order of magnitude in particular for industrial laboratories. The importance of this test is reflected by the fact that a two day workshop organised by the European Federation of Corrosion took place in February 1999 which was solely devoted to this topic4. An alarming result of this workshop was, however, that despite of the ample use and importance of this test no general or binding rules, guidelines or standards exist. Therefore, neither can the results from different laboratories be compared and evaluated reliably nor can the results be assessed with respect to their significance for service performance. In particular industry complained, during workshop discussions, about the unsatisfactory situation and demanded a rapid solution which would close this critical gap. This message of the workshop even went as far as to stimulate an initiative on this topic in the United States where it is planned to begin guideline development in the year 2000. Furthermore, Japanese industry has indicated their interest at a meeting after the workshop to join initiatives on this topic by supplying their test experience. Since, parallelity of the initiatives can duplicate the work and can finally end up in different recommendations for guidelines or standards it is strongly recommended to perform such an initiative in co-operation with the activities outside Europe. Leaving this important topic to industries and research laboratories outside Europe would presumably bring Europe into a position where one would have to adapt guidelines without having any chance of an influence favouring European industries. 5. ECONOMIC AND SOCIAL BENEFITS The main groups of industry confronted with the problem of characterizing the high temperature oxidation resistance of materials are gas turbine and jet engine manufacturers, car manufacturers (e.g. mufflers, metallic catalyst carriers and turbocharger components), power generation equipment manufacturers and operators (boilers, heat-exchangers, etc.), high temperature process industries (petrochemical and chemical plants) and their equipment manufacturers (mostly SMEs), and last but not least the materials manufacturers for these areas. The latter are in strong international competition in particular with the US and to some extent with Japan but still have a front position in this business. The materials supplied by European industry are different grades of steel (usually special high alloy steels) and nickel base alloys either developed for use under process plant conditions or for use in gas turbines. The annual turnover of the largest companies of this group of materials manufacturers in Europe is about 2.8 billion EURO. The turnover of the 3 largest engineering companies in the field of high temperature plant design and construction in Europe is about 1.5 billion EURO while that of the gas turbine and jet engine manufacturers lies around 24 billion EURO. If European industries are the first or among the first who can offer their high temperature materials and components with certificates identifying that their products were tested following reliable guidelines allowing a clear assessment of their performance this would definitely put these companies into a particularly competitive position. Investments in high temperature technologies are always expensive and all ______________________ 4 Cyclic Oxidation at High Temperature Materials - Mechanisms, Testing Methods, Characterisation and Life Time Estimation, Eds. M. Schütze and W.J. Quadakkers, EFC-Publications No. 27, IoM Communications, London 1999 DC 10/00/Topic IV.1/ Pg 4 data proving increased reliability, life-time, safety and temperature capability will cause strong arguments in investment decisions. Today, as already mentioned, European industry has a very high international standard in the field of high temperature technology which has, however, to be actively defended against competitors, in particular in the US. General guidelines for testing and the qualification of materials and components performance would allow a fair comparison of products and would show the high standard of European industries in this field. The development of such guidelines or standards will furthermore contribute to much better defined data for assessment of the upper service temperature limit and, thus, a better use of the temperature potential of the materials. Besides the aspects mentioned so far, ecological aspects come into play since increased temperatures in thermal plants and engines allow a reduction of CO2 emissions and of energy consumption as a consequence of increased efficiency. Increasing the material temperature in steamturbines from the present 565°C to the desired 600°C increases efficiency by about 2 %5 which, is feasible for 9 - 12 % Cr steels if reliable oxidation data existed. When looking at the actually needed amounts of coal or other fuels in power stations, this means a significant step forward with regard to fuel conservation and environmental protection. Successes in the development of materials and components with increased temperature compatibility would furthermore support the technological leadership of Europe in environmental technologies. Consequently, the evidence of a leading international position of European industries in the technological fields mentioned, documented by results from tests based on the respective guidelines, would lead to an increase in sales in the area of high temperature materials and components which, can be quantified in a rough estimation to about 5 to 10 %. This increase in sales will be associated with a respective increase of employment in Europe. For a large number of high temperature plants component failure means emission of environmentally harmful atmospheres which can endanger the population living around these plants as well as the natural habitat. The staff operating the plant will furthermore be exposed to this danger in an extremely high degree which can result in injuries and loss of life. Unplanned failure of jet engines may lead to expensive stand-still periods of aeroplanes and in extreme cases (e.g. during flight) even to high risk of life. High temperature failures can be avoided by a reliable cyclic oxidation data base since most failures in high temperature technology involve the effect of oxidation. The increased reliability of thermal plants and engines minimises the risk of damage and pollution for the population in the neighbourhood or as passenger. The European dimension in the development of such guidelines is due to the fact that only the joint efforts of as many as possible contributors from industry can provide the necessary broad basis for such an initiative which can help all branches of industry in high temperature technology. A simply national initiative would fail and as mentioned above even a European initiative should not ignore similar initiatives worldwide. ____________________ 5 W. Schlachter, G.H. Gessinger Innovation in Power Engineering - Role of Materials in „High Temperature Materials for Power Engineering“, Eds. E. Bachelet et.al., pp. 1-24, Kluwer Academic, Dordrecht 1990 DC 10/00/Topic IV.1/ Pg 5 6. SCIENTIFIC AND TECHNOLOGICAL OBJECTIVES a) Evaluation of test procedures and data existing As already mentioned cyclic oxidation testing has been used by all industrial laboratories involved in high temperature technology. However, procedures show vast differences and the published data has large scatter so, before moving to the establishment of guidelines it is necessary to analyse procedures and data with respect to their reliability and significance. In particular test atmospheres, temperatures, test durations, dwell times, materials tested and data evaluation methods as well as post-experimental investigations have to be assessed. Furthermore, the test equipment has to undergo an analysis e.g. with respect to sources leading to potential data scatter, with respect to investment cost and to the necessary laboratory environment. b) Development of guidelines Based on the results of 6a) a set of guidelines can be developed. This should contain an exact description of the background and the significance of the test procedure, specimen shape and preparation, test equipment, test parameters, data to be measured, data evaluation and interpretation, post-experimental evaluation, significance of the results and transformability with respect to assessment of service use. The guidelines have to reflect the different service situations with respect to temperature histories, environments, materials groups, etc. The test parameters can be adapted to the service conditions within certain limits with respect to dwell time, temperature, cooling rate and test atmosphere but all other parameters, in particular specimen shape and preparation, must be fixed by the guidelines. Variation in dwell time, temperature and gas atmosphere should be limited to a certain number of fixed values representing certain ranges of operating conditions. c) Development and verification of the test procedure The test procedure to be established from the guidelines should be sufficiently flexible for adaptation to different parameters representing different practical applications but rigid enough to deliver reliable data of low scatter and high significance, i.e. details of the hardware have to be defined as well as all data to be acquired. The test equipment should be available at reasonable cost, not requiring a special laboratory environment and provide all data required in the guidelines. Presently different principles are used with moving furnaces, moving specimens, opening furnaces, etc. among which the most practicable method should be identified and developed for recommendations in the guidelines. Verification of the test procedure should be performed by applying the guidelines to reference materials with tests in different industrial and non-industrial laboratories in a round robin action. 7. TIME SCALE Since there is serious interest in the standardization of cyclic oxidation testing in the US and Japan where respective initiatives are in the state of being started, it is recommended that a European initiative should be started without great delay. It is expected that the time for achieving the objectives described in 6a - c amounts to about 3 years.