1 Introduction

Duplex stainless steels (DSS) are a balanced mix between austenite phase and ferrite phase. They combine high strength and corrosion resistance compared to standard austenitic stainless steels, which explains their wide use in oil and gas applications for instance. In order to keep optimized corrosion and toughness properties, the ferrite content has to be under control either on parent metal, heat affected zone (HAZ), or weld metal.

In as-delivery condition, DSS have a 50/50 austenite-ferrite microstructure after a solution annealing usually at 1050–1100 °C followed by a rapid quenching (Fig. 1).

Fig. 1
figure 1

Metallographic examination of a typical duplex microstructure (x200)

During the welding operation, the thermal cycles induced by welding operations can reach up to 1300 °C and strongly impact the microstructure by transforming the austenite into ferrite.

As the cooling rate is quite high, the re-transformation of ferrite into austenite is not completely achieved and the austenite is made of needles. Thus, HAZ of duplex stainless steels are characterized by higher ferrite content than parent material (Fig. 2).

Fig. 2
figure 2

Metallographic examination of HAZ after Lichtenegger & Bloech etching (x200). (ferrite in blue/black, austenite in white)

The ferrite content after cooling of the weld and heat affected zone (HAZ) is mainly dependent on the chemical composition of the plate, welding parameters (heat input, welding process, and more), or configuration (thickness, preparation, and more).

When measuring the ferrite content on the welded joint, it becomes clear that the ferrite/austenite ratio depends not only on the previous parameters but also on the measurement parameters of method, location, or magnification.

The aim of this paper is to describe the influence of different parameters on the ferrite content in HAZ and how the latter can be predicted, regarding the usual oil and gas requirements that can be encountered. A tube to tubesheet assembly will be discussed based on different measurement methods and ferrite content requirements.

2 Influent Parameters on the Ferrite Content of Duplex Stainless Steels

  1. a.

    Effect of the Chemical Composition

The chemical composition of DSS is defined in ASTM and EN standards with some wide alloying element contents that cannot fully ensure good corrosion resistance, toughness properties, and weldability. In order to promote the austenite formation during the welding cooling, an austenite former can be added. As a first approach, nickel content is an interesting candidate. But it mainly affects the microstructure after solution annealing and strongly impacts the raw material cost. Since the 1970’s, nitrogen has been commonly added in the duplex chemistry. It has a beneficial effect on both corrosion resistance and tensile properties and is less expensive than nickel. It also increases the temperature of the austenite formation [6, 8], as described in Fig. 3.

Fig. 3
figure 3

Phase diagram of duplex steel

As a consequence, nitrogen promotes austenite formation in the HAZ and limits the effect of welding thermal cycles. The following microstructures (shown in Fig. 4) illustrate the HAZ changes with the increasing of nitrogen into UR 2304 (S32304/1.4362) plates for equivalent welding parameters, thickness, and welding process:

Fig. 4
figure 4

Influence of nitrogen on ferrite content and width in HAZ. in as-welded condition

Not only the ferrite content decreases but also the width of the HAZ shrinks to become very thin (about 150 µm). To improve weldability, nitrogen is commonly added in actual DSS.

For the weld metal, duplex filler metals have high nickel content (usually 9 to 10 % Ni) to promote the austenite and moreover to enhance the toughness in the as-solidified structure. In case of Gas Tunsgten Arc Welding or Gas Metal Arc welding, a part of nitrogen loss in the arc has to be compensated by the nitrogen addition in the shielding gas. It allows the limitation of the ferrite content in the weld metal.

  1. b.

    Effect of the Welding Conditions

Once the chemistry of the DSS is fixed, the welding conditions can be studied. On welded joints, two areas can be considered: the as-welded condition and the re-heated part, both illustrated in Fig. 5. It highlights the influence of the measurement location on the ferrite content: ferrite is determined in a reheated HAZ, at mid-thickness, and in as-welded HAZ after a Lichtenegger and Bloech etching with a X800 magnification. The capping pass on the back reheats the HAZ created by the root pass, which promotes the formation of secondary austenite. This explains why the ferrite content is around 53 % in this area, whereas the HAZ of the cover pass is around 71 %, corresponding to the maximal ferrite content.

Fig. 5
figure 5

Evolution of the microstructure in duplex HAZ

From one skin plate to the other, the ferrite content can vary significantly. The most unbalanced area is considered as the most affected. This is for example the case for HAZ made by the last weld runs or for single pass weld. That is why the maximal ferrite content in as-welded condition has been studied here.

The same pattern is observed in the weld metal. Due to the filler metal chemistry and the dilution, the ferrite content range can be wide. From the as-solidified to the reheated conditions, the ferrite content significantly varies, as illustrated in Fig. 6.

Fig. 6
figure 6

Evolution of the microstructure in duplex weld metal

In addition to the number of thermal cycles, ferrite content depends on the welding cooling rate, in other words on the thickness plate, the weld preparation (butt weld or fillet), the efficiency of the welding process, and the welding heat input.

As the austenite formation occurs at high temperature, preheating, postheating, or interpass temperature are not influent parameters.

Ferrite content is not a matter of luck. Based on the Industeel database on welded joints, several formulas have been determined to predict the microstructure and the properties of duplex welded joints [4]. The maximal ferrite content is emphasized by the following graph depending on the cooling. The higher the cooling rate, the higher is the ferrite content. It also highlights the beneficial effect of nitrogen on the weldability. High nitrogen content at 0.17 % allows ferrite lower than 70 %, whatever the cooling rate (Fig. 7).

Fig. 7
figure 7

Influence of nitrogen on the ferrite content in HAZ

3 Measurement of the Ferrite Content

Ferrite content for duplex assembly is historically and currently measured using manual point counting as defined by ASTM E562 [3]. Either for parent metal, weld metal, or HAZ, this method is considered as a reference by most of standards, guidelines, and specifications even if a relative error of 10 % is accepted.

Automatic counting defined by ASTM E1245 [5] can also be used and can be less time consuming. However, this measurement method is not clearly described for duplex microstructures and has to be calibrated using the ASTM E562 method. If the ferrite measurement for parent metal and weld metal using ASTM E1245 usually gives equivalent results compared to manual point counting method with a good reproducibility, determination of the ferrite content in HAZ is difficult when using this method [10].

Magnetic methods such as Ferritscope, as described in ISO 8249 and AWS A4.2, are also currently used as a control measurement for parent metal and weld metal. However, this global measurement method, which strongly depends on surface quality (roughness) or work-hardening [7], is not fully appropriate for determination of ferrite content in HAZ, since the width of this area is less than 1 mm while Ferritscope considers several millimetres.

4 Discussion

Several requirements regarding the ferrite content are observed in standards, guidelines, or customers specifications. Those of the oil and gas industry are summed up in Table 1.

If the ferrite content requirements are globally common for parent metal and weld metal, with an appropriate and representative magnification, the ferrite content requirements in HAZ can evolve in terms of maximal ferrite content and magnification, from 60 to 70 % ferrite content and from X400 to X1000 magnification.

Table 1 Requirements regarding ferrite content and measurement
  1. a.

    Magnification

ASTM E562 is a guideline for phase measurement (duplex and austenite) but does not precisely specify the magnification for the micrographic examination. As a consequence, the ferrite content interpretation is strongly dependant on the choice of the operator. Usually, oil and gas requirements are more precise: X400 for base material and weld metal and higher than X400 or X500 for HAZ. Fig. 8 highlights the influence of a ferrite measurement at X400 magnification and X1000 magnification in the same HAZ.

Even with these recommendations, it seems that the ferrite content can evolve from roughly 50 % to 75–80 % for one microstructure. For instance, a higher magnification allows a placement of the grid measurement in a high temperature heat affected zone (HTHAZ) characterized by a high temperature and high cooling rate thermal cycle, whereas at X400 magnification the grid is located in a mix between parent material, HAZ, and even weld metal. Rationally, the first one is severe but more representative of the HTHAZ, and the second one does not represent the HAZ.

Fig. 8
figure 8

Influence of magnification on ferrite content in HAZ

The magnification rate has to be properly chosen to allow a representative measurement of the HAZ: X400 magnification is not fully representative, whereas a X1000 magnification is more than conservative to evaluate the HAZ balance.

  1. b.

    Location

Based on the API RP 582 guideline [1], ferrite content is usually controlled in three areas: root pass, mid-thickness, and cover pass, regardless of the products: plate, tube, forging, and more.

As previously explained, the location of the measurement has a strong impact on the ferrite content: HAZ close to root pass and mid-thickness passes are often re-affected by the welding passes and by the promotion of the ferrite to austenite formation (secondary austenite).Yet, HAZ close to the cover pass is as-welded state, without any reheating. As a consequence, maximal ferrite content can be measured in this area.

As specified in API RP 582, the location of the measurement has to be defined clearly, since it has a strong influence of ferrite content.

5 Case Study: Example of Tube to Tubesheet Assembly

First, a tube to tubesheet assembly was performed with S32205 seamless tube and tubesheet and ER 2209 filler metal using automatic GTAW process. The welding heat input was 0.79 kJ/mm in vertical position with Ar + 3 %N2 shielding gas (Fig. 9).

Ferrite measurements have been performed on three samples from one assembly by using the following procedure:

  • Micrographic counting according to the ASTM E562 standard (25 points grid)

  • Number of field:

    • 20 fields in the tube HAZ

    • 30 fields in the tubesheet HAZ

  • Magnification: X1000 in order to have only HAZ in each grid

Fig. 9
figure 9

Metallographic examinations of tube and tubesheet HAZ

The results are described in Table 2. The ferrite contents have been measured for the same assembly in three different locations.

Table 2 Ferrite measurements in HAZ of tube and tubesheet

For the tube or tubesheet HAZ, it is clearly shown that the common requirement of 60 or 65 % ferrite content cannot be achieved.

Second, optimized UR 2205 (S31803) and UR 2205Mo (S32205) with low ferrite content and improved weldability [6] were tested using the same testing conditions and measurement method. Table 3 details the ferrite content in HAZ of the tubesheet, and its microstructure is shown in Fig. 10.

Table 3 Ferrite measurement in HAZ of tubesheet
Fig. 10
figure 10

Metallographic examination in HAZ of UR 2205 low ferrite

It is shown that appropriate ferrite content, in accordance with API RP 582 for instance, can be achieved for a severe assembly using duplex grades with improved weldability, such as UR 2205 and UR 2205Mo low ferrite.