PHASE BEHAVIOR IN SYSTEMS OF NONIONIC SURFACTANT/ WATER/ OIL AROUND THE HYDROPHILE-LIPOPHILE-BALANCE-TEMPERATURE (HLB-TEMPERATURE)

Review on Some Confusion Produced by the Bicontinuous Microemulsion Terminology and Its Domains Microcurvature: A Simple Spatiotemporal Model at Optimum Formulation of Surfactant-Oil-Water Systems

Fundamental studies have improved understanding of molecular-level properties and behavior in surfactant-oil-water (SOW) systems at equilibrium and under nonequilibrium conditions. However, confusion persists regarding the terms "microemulsion" and "curvature" in these systems. Microemulsion refers to a single-phase system that does not contain distinct oil or water droplets but at least four different structures with globular domains of nanometer size and sometimes arbitrary shape. The significance of "curvature" in such systems is unclear. At high surfactant concentrations (typically 30 wt % or more), a single phase zone has been identified in which complex molecular arrangements may result in light scattering. As surfactant concentration decreases, the single phase is referred to as a bicontinuous microemulsion, known as the middle phase in a Winsor III triphasic system. Its structure has been described as involving simple or multiple surfactant films surrounding more or less elongated excess oil and water phase globules. In cases where the system separates into two or three phases, known as Winsor I or II systems, one of the phases, containing most of the surfactant, is also confusedly referred to as the microemulsion. In this surfactant-rich phase, the only curved objects are micellar size structures that are soluble in the system and have no real interface but rather exchange surfactant molecules with the external liquid phase at an ultrafast pace. The use of the term "curvature" in the context of these complex microemulsion systems is confusing, particularly when applied to merged nanometer-size globular or percolating domains. In this work, we discuss the terms "microemulsion" and "curvature", and the most simple four-dimensional spatiotemporal model is proposed concerning SOW equilibrated systems near the optimum formulation. This model explains the motion of surfactant molecules due to Brownian movement, which is a quick and arbitrary thermal fluctuation, and limited to a short distance. The resulting observation and behavior will be an average in time and in space, leading to a permanent change in the local microcurvature of the aggregate, thus changing the average from micelle-like to inverse micelle-like order over an extremely short time. The term "microcurvature" is used to explain the small variations of globule size and indicates a close-to-zero mean curvature of the surfactant-containing film surface shape.

Using Microemulsions: Formulation Based on Knowledge of Their Mesostructure

Microemulsions, as thermodynamically stable mixtures of oil, water, and surfactant, are known and have been studied for more than 70 years. However, even today there are still quite a number of unclear aspects, and more recent research work has modified and extended our picture. This review gives a short overview of how the understanding of microemulsions has developed, the current view on their properties and structural features, and in particular, how they are related to applications. We also discuss more recent developments regarding nonclassical microemulsions such as surfactant-free (ultraflexible) microemulsions or ones containing uncommon solvents or amphiphiles (like antagonistic salts). These new findings challenge to some extent our previous understanding of microemulsions, which therefore has to be extended to look at the different types of microemulsions in a unified way. In particular, the flexibility of the amphiphilic film is the key property to classify different microemulsion types and their properties in this review. Such a classification of microemulsions requires a thorough determination of their structural properties, and therefore, the experimental methods to determine microemulsion structure and dynamics are reviewed briefly, with a particular emphasis on recent developments in the field of direct imaging by means of electron microscopy. Based on this classification of microemulsions, we then discuss their applications, where the application demands have to be met by the properties of the microemulsion, which in turn are controlled by the flexibility of their amphiphilic interface. Another frequently important aspect for applications is the control of the rheological properties. Normally, microemulsions are low viscous and therefore enhancing viscosity has to be achieved by either having high concentrations (often not wished for) or additives, which do not significantly interfere with the microemulsion. Accordingly, this review gives a comprehensive account of the properties of microemulsions, including most recent developments and bringing them together from a united viewpoint, with an emphasis on how this affects the way of formulating microemulsions for a given application with desired properties.

How to Use the Normalized Hydrophilic-Lipophilic Deviation (HLDN) Concept for the Formulation of Equilibrated and Emulsified Surfactant-Oil-Water Systems for Cosmetics and Pharmaceutical Products

The effects of surfactant molecules involved in macro-, mini-, nano-, and microemulsions used in cosmetics and pharmaceuticals are related to their amphiphilic interactions with oil and water phases. Basic ideas on their behavior when they are put together in a system have resulted in the energy balance concept labeled the hydrophilic-lipophilic deviation (HLD) from optimum formulation. This semiempirical equation integrates in a simple linear relationship the effects of six to eight variables including surfactant head and tail, sometimes a cosurfactant, oil-phase nature, aqueous-phase salinity, temperature, and pressure. This is undoubtedly much more efficient than the hydrophilic-lipophilic balance (HLB) which has been used since 1950. The new HLD is quite important because it allows researchers to model and somehow predict the phase behavior, the interfacial tension between oil and water phases, their solubilization in single-phase microemulsion, as well as the corresponding properties for various kinds of macroemulsions. However, the HLD correlation, which has been developed and used in petroleum applications, is sometimes difficult to apply accurately in real cases involving ionic–nonionic surfactant mixtures and natural polar oils, as it is the case in cosmetics and pharmaceuticals. This review shows the confusion resulting from the multiple definitions of HLD and of the surfactant parameter, and proposes a “normalized” Hydrophilic-Lipophilic Deviation (HLDN) equation with a surfactant contribution parameter (SCP), to handle more exactly the effects of formulation variables on the phase behavior and the micro/macroemulsion properties.

Potential application of novel liquid crystal nanoparticles of isostearyl glyceryl ether for transdermal delivery of 4-biphenyl acetic acid

Novel liquid crystal nanoparticles (LCNs) composed of isostearyl glyceryl ether (GE-IS) and ethoxylated hydrogenated castor oil (HCO-60) were developed for the enhanced transdermal delivery of 4-biphenyl acetic acid (BAA). The physical properties and pharmaceutical properties of the LCNs were measured. The interaction between the intercellular lipid model of the stratum corneum and the LCNs was observed to elucidate the skin permeation mechanism. In the formulation, the LCNs form niosomes with mean particles sizes of 180-300 nm. The skin absorption mechanisms of LCNs are different, depending upon the application and buffer concentration. The LCNs composed of GE-IS and HCO-60 are attractive tools for use as transdermal drug delivery systems carriers for medicines and cosmetics, due to their high efficiency and safety.

Use of the normalized hydrophilic-lipophilic-deviation (HLDN) equation for determining the equivalent alkane carbon number (EACN) of oils and the preferred alkane carbon number (PACN) of nonionic surfactants by the fish-tail method (FTM)

The standard HLD (Hydrophilic-Lipophilic-Deviation) equation expressing quantitatively the deviation from the "optimum formulation" of Surfactant/Oil/Water systems is normalized and simplified into a relation including only the three more meaningful formulation variables, namely (i) the "Preferred Alkane Carbon Number" PACN which expresses the amphiphilicity of the surfactant, (ii) the "Equivalent Alkane Carbon Number" EACN which accurately reflects the hydrophobicity of the oil and (iii) the temperature which has a strong influence on ethoxylated surfactants and is thus selected as an effective, continuous and reversible scanning variable. The PACN and EACN values, as well as the "temperature-sensitivity-coefficient"τ of surfactants are determined by reviewing available data in the literature for 17 nonionic n-alkyl polyglycol ether (C_iE_j) surfactants and 125 well-defined oils. The key information used is the so-called "fish-tail-temperature" T* which is a unique data point in true ternary C_iE_j/Oil/Water fish diagrams. The PACNs of C_iE_j surfactants are compared with other descriptors of their amphiphilicity, namely, the cloud point, the HLB number and the PIT-slope value. The EACNs of oils are rationalized by the Effective-Packing-Parameter concept and modelled thanks to the COSMO-RS theory.

Predicting the effect of additives on wormlike micelle and liquid crystal formation and rheology with phase inversion phenomena

HYPOTHESIS

Surfactant-based viscoelastic fluids are used in consumer products such as body wash, cosmetics, and in hydraulic fracturing fluids to suspend proppant, among others. The solubilization of oil within these fluids changes the curvature of the surfactant and their nanostructure and rheological properties. The curvature-based hydrophilic-lipophilic-difference + net-average-curvature (HLD-NAC) framework may be able to quantify curvature changes and predict the formulation conditions required to obtain viscoelasticity.

EXPERIMENTS

Phase inversion experiments were conducted for combinations of commercial-grade C₈, C₁₀ and C₁₂ tetrapropylene glycol ether sulfate (extended) surfactant and sodium dihexyl sulfosuccinate with oil to obtain the HLD-NAC parameters. Wormlike micelles (WLMs) and liquid crystals (LCs) were then formulated and characterized. The transition from spherical micelles to WLMs/LCs at different oil contents was identified and compared with phase transitions predicted via the HLD-NAC model.

FINDINGS

The spherical micelle to branched WLM/LC transition in surfactant + oil systems coincided with the water-continuous (Type I) to bicontinuous (Type III) microemulsion phase transition predicted with the HLD-NAC model. Using this finding, the transition of commercial-grade sodium laureth sulfate (SLES) micelles to viscoelastic LCs containing various oils was predicted using the HLD-NAC. The HLD-NAC also predicted the presence of a secondary peak in viscosity obtained in "salt curves" experiments associated with branched WLMs and LCs.

Formulating and Retaining the Structure of Polymerized Surfactant Phases Using a Microemulsion Curvature Framework

Nanostructured polymers contain features smaller than 100 nm that are useful in a wide range of areas, including photonics, biomedical materials, and environmental applications. Out of the myriad of nanostructured polymers, surfactant-templated polymers are versatile because of their ability to have tunable domain sizes, structure, and composition. This work addresses the gap between the formulation with industrial-grade polymerizable surfactants and the final structure of the polymer, using the hydrophilic-lipophilic difference (HLD) and net-average curvature (NAC) frameworks. HLD indicates the proximity of the formulation (surfactant and oil monomer selection, temperature, electrolyte concentration) to the phase inversion point, where HLD = 0. NAC uses the HLD to determine the curvature of the surfactant-oil-water interface, leading not only to the size and shape of micelles and bicontinuous isotropic (L₃) systems but also to defining the most likely regions for lyotropic liquid crystal (LLC) existence and phase separation in ternary phase diagrams. Polymerizing LLC fluids produced nanostructured polymers with similar LLC structures that were highly swellable, but with low compressive strength. Polymerizing L₃ fluids produced strong, but less water-swellable nanostructured polymers with a similar characteristic length to the parent L₃ microemulsion. The relatively small scale of the parent LLC (∼6-8 nm) or L₃ (∼3-4 nm) systems is consistent with the translucent nature of the polymers produced and the HLD-NAC predicted sizes.

Added-Value Surfactants

Surfactants are ubiquitous in cellular membranes, detergents or as emulsification agents. Due to their amphiphilic properties, they cannot only mediate between two domains of very different solvent compatibility like water and organic but also show fascinating self-assembly features resulting in micelles, vesicles, or lyotropic liquid crystals. The current review article highlights some approaches towards the next generation surfactants, for example, those with catalytically active heads. Furthermore, it is shown that amphiphilic properties can be obtained beyond the classical hydrophobic-hydrophilic interplay, for instance with surfactants containing one molecular block with a special shape. Whereas, classical surfactants are static, researchers have become more interested in species that are able to change their properties depending on external triggers. The article discusses examples for surfactants sensitive to chemical (e.g., pH value) or physical triggers (temperature, electric and magnetic fields).

Oil-induced formation of branched wormlike micelles in an alcohol propoxysulfate extended surfactant system

The addition of oil to an extended surfactant-water system (sodium tetrapropylene glycol (2-ethyl)octyl ether sulfate, C₁₀PO₄SO₄Na) induces the elongation of spherical micelles into oil-swollen branched wormlike micelles (WLMs) near the phase inversion point of the surfactant-oil-water (SOW) system. The hydrophilic-lipophilic-difference (HLD) framework, which has been associated with surfactant curvature, was successfully used to predict the conditions under which WLMs are produced for both polar and non-polar oils. At HLD = 0, the formation of low-curvature surfactant structures including WLMs and liquid crystals are favored in water-rich systems. Micellar growth begins around HLD = -0.5, and reaches a plateau upon the formation of a branched WLM network at HLD = 0. Above the entanglement concentration, the branched WLMs exhibit Maxwell and shear thinning behavior which is suitable for the suspension of nanoparticles, among others.

Phospholipid-based nonlamellar mesophases for delivery systems: bridging the gap between empirical and rational design

Phospholipids are ubiquitous cell membrane components and relatively well-accepted ingredients due to their natural origin. Phosphatidylcholine (PC) in particular offers a promising alternative to monoglycerides for lyotropic liquid crystalline (LLC) delivery system applications in the food, cosmetics and pharmaceutical industries, provided its strong tendency to form zero-mean curvature lamellar mesophases in water can be overcome. Higher negative curvatures are usually reached through the addition of a third lipid component, forming a ternary diagram phospholipid/water/oil. The initial part of this work summarizes the potential advantages and the challenges of phospholipid-based delivery system applications. In the next part, various ternary PC/water/oil systems are discussed, with a special emphasis on the PC/water/cyclohexane and PC/water/α-tocopherol systems. We report that R-(+)-limonene has a quantitatively similar effect as cyclohexane. The last part is devoted to the theoretical interpretation of the observed phase behaviors. A fruitful parallel is drawn with PC polymer-like reverse micelles, leading to a thermodynamic description in terms of interfacial bending energy. Investigations at the molecular level are reviewed to help in bridging the empirical and theoretical approaches. Predictive rules are finally derived from this wide-ranging overview, thereby opening the way to a future rational design of PC-based LLC delivery systems.

How to Attain an Ultralow Interfacial Tension and a Three-Phase Behavior with a Surfactant Formulation for Enhanced Oil Recovery: A Review. Part 2. Performance Improvement Trends from Winsor's Premise to Currently Proposed Inter- and Intra-Molecular Mixtures

The minimum interfacial tension occurrence along a formulation scan at the so-called optimum formulation is discussed to be related to the interfacial curvature. The attained minimum tension is inversely proportional to the domain size of the bicontinuous microemulsion and to the interfacial layer rigidity, but no accurate prediction is available. The data from a very simple ternary system made of pure products accurately follows the correlation for optimum formulation, and exhibit a linear relationship between the performance index as the logarithm of the minimum tension at optimum, and the formulation variables. This relation is probably too simple when the number of variables is increased as in practical cases. The review of published data for more realistic systems proposed for enhanced oil recovery over the past 30 years indicates a general guidelines following Winsor's basic studies concerning the surfactant-oil-water interfacial interactions. It is well known that the major performance benefits are achieved by blending amphiphilic species at the interface as intermolecular or intramolecular mixtures, sometimes in extremely complex formulations. The complexity is such that a good knowledge of the possible trends and an experienced practical know-how to avoid trial and error are important for the practitioner in enhanced oil recovery.

Direct-Imaging Cryo-SEM of Nanostructure Evolution in Didodecyldimethylammonium Bromide-Based Microemulsions

We applied cryogenic-temperature scanning electron microscopy (cryo-SEM) to perform a first direct-imaging study of single-phase microemulsions of didodecyldimethylammonium bromide (DDAB), isooctane, and water. The structural changes from a bicontinuous network to an oil-continuous structure, observed upon the addition of water to the system, are consistent with previous indirect investigations, thus validating the model of Ninham, Evans, and coworkers, published in 1984, and demonstrating the power of this novel methodology.

Superswollen microemulsions stabilized by shear and trapped by a temperature quench

We studied the solubilization of oil in the C(16)E(8)/hexadecane/H(2)O system. Close to the phase inversion temperature (PIT), the system, at equilibrium, can form either homogeneous states (i.e., microemulsions) at high surfactant concentrations or three-phase states at lower concentrations. We show that, under gentle shear, at a line we named the clearing boundary (CB), located a few degrees below the PIT, the system is homogeneous regardless of the surfactant concentration. We relate this shift of the microemulsion boundary to shear-induced disruption of the asymmetric bicontinuous structure. Although this state quickly relaxes to equilibrium when shear is stopped, we show that it is still possible to trap it into a metastable state through a temperature quench. This method is the sub-PIT emulsification that we described in a previous work (Roger Langmuir 2010, 26, 3860-3867).

Intrinsic parameters for the structure control of nonionic reverse micelles in styrene: SAXS and rheometry studies

Shape, size, and internal structure of nonionic reverse micelle in styrene depending on surfactant chain length, concentration, temperature, and water addition have been investigated using a small-angle X-ray scattering (SAXS) technique. The generalized indirect Fourier transformation (GIFT) method has been employed to deduce real-space structural information. The consistency of the GIFT method has been tested by the geometrical model fittings, and the micellar aggregation number (N(agg)) has been determined. It was found that diglycerol monocaprate (C(10)G(2)), diglycerol monolaurate (C(12)G(2)), and diglycerol monomyristate (C(14)G(2)), spontaneously self-assemble into reverse micelles in organic solvent styrene under ambient conditions. The micellar size and the N(agg) decrease with an increase in surfactant chain length, a scenario that could be understood from the modification of the critical packing parameter (cpp). A clear picture of one-dimensional (1-D) micellar growth was observed with an increase in surfactant weight fraction (W(s)) in the C(10)G(2) system, which eventually formed rodlike micelles at W(s) ≥ 15%. On the other hand, micelles shrunk favoring a rod-to-sphere type transition upon heating. Reverse micelles swelled with water, forming a water pool at the micellar core; the size of water-incorporated reverse micelles was much bigger than that of the empty micelles. Model fittings showed that water addition not only increase the micellar size but also increase the N(agg). Zero-shear viscosity was found to decrease with surfactant chain but increase with W(s), supporting the results derived from SAXS.

Emulsification through surfactant hydration: the PIC process revisited

We have performed sudden composition changes on a (surfactant + oil + water) system by adding water to a (surfactant + oil) solution. This composition change quenches the system into a metastable oil-in-water emulsion with a population in the 100 nm range. The conditions for a successful quench are as follows: the initial water content should be below a boundary called the "clearing boundary" (CB), the final water content should be sufficiently beyond CB, and the quench should be fast. We have used high purity components to avoid the complex phase separation patterns that occur with low purity ingredients: the surfactant is octaethylenehexadecyl ether (C(16)E(8)) and the oil is hexadecane (C(16)). Under these conditions, we show that the pathway for this type of quench proceeds through the swelling of the reverse micellar phase by the added water and the formation of a sponge phase. Then, further water addition causes the nucleation of oil droplets in this sponge phase, with a size that matches the spontaneous curvature of the sponge phase. Part of the surfactant remains adsorbed on these droplets, and the rest is expelled as micelles that coexist with the droplets. It is concluded that a PIC emulsification will always lead to a bimodal size distribution with surfactant "wasted" in small micelles. This is in contrast with the more efficient PIT emulsification.

Determining scaling in known phase diagrams of nonionic microemulsions to aid constructing unknown

Microemulsions based on nonionic surfactants of the ethylene oxide alkyl ether type C(m)E(n), have been studied thoroughly for around 30 years. Thanks to the considerable amount of published data available on these systems, it is possible to observe trends to make predictions of phase diagrams not yet determined. Strey and Kahlweit, and subsequently Sottmann and Strey, with coworkers have studied and published phase diagrams for systems with a fixed ratio of oil to water, varying the surfactant, the so-called Kahlweit fish-cut diagrams. Some properties of the phase diagrams can be scaled to become general and not system dependent. Here are shown two examples of scaling data from phase diagrams and the use of trends to determine phase diagrams, both inside and outside a dataset. The trends of microemulsions with fixed ratio of surfactant to oil, the so-called Lund-cut diagrams, are also investigated. The trends are used to determine a new phase diagram and this is compared with previously unpublished experimental data on C(12)E(5)-Octadecane-Water system. The scalings and trends make it possible to get good estimations of many of the important properties of the phase diagrams, both temperatures and surfactant concentrations of interest, by investigating one sample in the 3-phase region of the balanced fish-cut diagram.

Structure of polyglycerol oleic acid ester nonionic surfactant reverse micelles in decane: growth control by headgroup size

The structure of polyglycerol oleic acid ester nonionic surfactant micelles in n-decane has been investigated at room temperature by small-angle X-ray scattering (SAXS), dynamic light scattering (DLS), and densiometry techniques. The scattering data were evaluated by indirect Fourier transformation (IFT) or generalized indirect Fourier transformation (GIFT) methods depending on the volume fractions of the surfactants and also by model fit. A simple route to the growth control of reverse micelles by headgroup size of the surfactant was investigated. Additionally, the dependence of reverse micellar structure (shape and size) on temperature, composition, and added water was also investigated. The indirect Fourier transformation gives the real space pair-distance distribution function, p(r): a facile way for the quantitative estimation of structure parameters of the aggregates. It was found that the size of the reverse micelles increases with increasing the headgroup size of the surfactant. Globular type of micelles with maximum diameter ca. 6 nm observed in the monoglycerol oleic acid ester/decane system at 25 degrees C transferred into elongated prolate type micelles with maximum diameter ca. 19.5 nm in the hexaglycerol oleic acid ester/decane system. In a particular surfactant and oil system, increasing temperature decreased the micellar size. The size of the micelle was decreased by approximately 25% upon increasing temperature from 25 to 75 degrees C in the 5 wt % diglycerol oleic acid ester/decane system. Concentration could not modulate the structure of micelles despite a wide variation in the surfactant concentration (5-25 wt %). Nevertheless, increasing surfactant concentration reduces the intermicellar distance, and a strong repulsive interaction peak was observed in the scattering curves at higher surfactant concentrations. Besides, the results obtained from the dynamic light scattering have shown the signature of diffusion hindrance relative to hard sphere with the surfactant concentration. Interestingly, the reverse micelles of the 10 wt % diglycerol oleic acid ester/decane system could incorporate approximately 1.2% water in the micellar core and cause a dramatic growth to the micelles size. The size of the water swollen micelles was approximately 40% bigger than the empty micelle.

Structural investigation of diglycerol polyisostearate reverse micelles in organic solvents

The structure of glycerol-based reverse micelles in the surfactant/oil binary system without external water addition has been investigated using a small-angle X-ray scattering technique, and different tunable parameters for the structure control of reverse micelles are determined. The scattering data were evaluated by the generalized indirect Fourier transformation (GIFT) method and complemented by model fitting. It was found that diglycerol polyisostearates (abbreviated as (iso-C18)nG2, n=2-4, where n represents the number of isosterate chains per surfactant molecule) form reverse micelles in a variety of organic solvents such as cyclohexane, n-decane, and n-hexadecane without the addition of water from outside, and their structure (shape and size) depends on solvent properties (alkyl chain length), tail architecture of the surfactant, temperature, and added water. Small globular types of micelles were observed in the (iso-C18)2G2/cyclohexane system at 25 degrees C. The micellar size and the aggregation number were increased with increasing the alkyl chain length of the oils resulting in elongated ellipsoidal prolate or rodlike type micelles in the (iso-C18)2G2/hexadecane system. This structural evolution is caused by the different penetration tendency depending on the chain length of oils to the lipophilic chain of the surfactant. At fixed oil, composition, and temperature, the tail architecture of the surfactant played a crucial role in the micellar structure. The micellar size and, hence, the aggregation number decreased monotonically with increasing number of isostearate chain per surfactant molecule due to the voluminous lipophilic part of the surfactant. Composition could not modulate the structure of micelles but led to strong repulsive interactions among the micelles due to reduced osmotic compressibility of the system at higher concentrations. Increasing temperature decreased the micellar size, while the cross-section structure remains essentially the same. The structure was modified significantly in terms of micellar size and cross-section diameter upon solubilization of traces water in the surfactant/oil/water system. Both the maximum size and the cross-section diameter of the micelles increase with water; i.e., reverse micelles swell with water forming a water pool in the micellar core. Furthermore, from the results of model fittings, it was found that the aggregation number increases with water concentration.