Smectites synthesized from experiments at 5.5 GPa and 1500°C are of high quality, crystals are large at >10 μm, and the 2:1 layers may have a homogeneous charge distribution. Smectite was exchanged with various cations (Na+, Li+, K+, Ca2+, and Mg2+) and the hydration behavior of each sample was observed by an in situ powder X-ray diffraction method under precisely controlled relative humidity (RH). The smectite showed distinct stepwise (discontinuous) hydration versus RH. During the transition between two hydration states, the coexistence of the two states was observed. Randomly interstratified structures with one and two planes of H2O are time-dependent phenomena and relate to hydration and dehydration processes.

A theoretical model describing the interaction between crystalline swelling and cation exchange selectivity is proposed for expanding 2:1 phyllosilicates. The model is based on the assumption that changes in basal spacing of a clay are phase changes, and that each phase of a clay has a different selectivity constant for a particular cation exchange reaction. Energy barriers stabilize the various phases over a limited range of interlayer ionic composition. These energy barriers cause hysteresis in crystalline swelling, which in turn causes hysteresis in cation exchange. Results are presented for an experiment involving Ba-Mg exchange on a synthetic fiuoro-hectorite. The results demonstrate key aspects of the proposed model, including a correlation between measured selectivity coefficients and basal spacings (R2 = 0.85), an abrupt change in basal spacing that corresponds with an abrupt change in selectivity and corresponding hysteresis in crystalline swelling and cation exchange selectivity. The results also demonstrate increased selectivity for the preferred cation (Ba) at high solution mole fraction of the preferred cation. This trend is opposite of that observed for heterogeneous natural smectites but consistent with predictions of the model for a homogeneous smectite.

The binary exchange of cations on clays and soils is generally regarded as a thermodynamically reversible process. The literature on soil chemistry and geochemistry, however, abounds with reports on cation exchange reactions that appear to have only limited reversibility, i.e., that exhibit hysteresis. A satisfactory explanation of this phenomenon is still lacking, even though a number of mechanisms have been advocated, e.g., charge or site heterogeneity at the surface, differential hydration of cations, dehydration of the exchanger, crystalline swelling hysteresis, and inaccessibility of sites caused by domain or quasi-crystal formation. In the present article, the relevant literature is reviewed and analyzed critically. On the basis of available evidence, it is shown that exchangeable cations can be classified into three groups, defined in such a way that hysteresis has, in the literature, generally not been observed when exchange reactions involved cations belonging to the same group, but has often been found when the reactions involved cations from different groups. Furthermore, it is argued that none of the five mechanisms mentioned can, in and of itself, account fully for the observed exchange hysteresis. A conceptual model is proposed that combines elements of these five mechanisms and is able to describe, at least qualitatively, the effects of factors such as clay type, electrolyte concentration, and extent of dehydration.

A macroscopic energy balance model for crystalline swelling of 2:1 phyllosilicates is presented. Crystalline swelling for a static system is modeled by a balance among the potential energies of attraction, repulsion and resistance. The potential energy of attraction is due to both the electrostatic interaction between the interlayer cations and the negative surface charge sites and to van der Waals attraction between layers. The potential energy of repulsion is due to the net hydration energy for the interlayer cations, the net hydration energy for the negative surface charge sites and Born repulsion. The potential energy of resistance represents irreversible work needed to overcome the mechanical resistance of the clay water system to both expansion and collapse. The potential energy of resistance is responsible for both hysteresis and the stepwise nature of crystalline swelling.

A numerical solution of the crystalline swelling model is presented and shown to yield reasonable estimates of basal spacings for octahedrally charged clays. Measured and predicted basal spacings are directly compared and are in general agreement (r2 = 0.39). Most of the scatter for the measured vs. predicted basal spacing relationship is attributed to inaccuracies of the assumptions used for the numerical solution. The crystalline swelling model readily accounts for the effects of layer charge and nature of the interlayer cations upon crystalline swelling, but does not account for the effect of charge site location upon crystalline swelling.

Water-vapor sorption experiments were conducted to quantify bulk volume change of compacted expansive clay specimens resulting from interlayer hydration and dehydration in the crystalline swelling regime. Effects of interlayer cation type and pore fabric are examined by comparing results for natural Na+-smectite and Ca2+-smectite specimens compacted over a range of initial bulk densities. Transitions in interlayer hydration states are reflected in the general shape of the sorption isotherms and corresponding relationships between humidity and volume change. Hysteresis is observed in both the sorption and volume-change response. Volume change for Ca2+-smectite specimens is significantly greater than for Na+-smectite over the entire range of packing densities considered. Loosely compacted specimens result in less volume change for both clays. Results are interpreted in light of a conceptual framework based on previous SEM and TEM observations of particle and pore fabric for Na+ and Ca2+ smectite at high suctions. A pore-scale microstructural model is developed to quantitatively assess changes in interlayer and interparticle void volume during hydration. Modeling suggests that the relatively small volume changes observed for Na+-smectite are attributable to a reduction of interparticle void volume as expanding quasicrystals encroach into surrounding larger-scale pores. Volume change hysteresis is attributed to unrecovered alterations in interparticle fabric required to accommodate the swelling process. The results provide new insight to address volume change upscaling, hysteresis, and the general evolution of bi-modal pore fabric during crystalline swelling.

Intercalation of large organocations into 2:1 clay minerals may be hampered by two problems: on one hand, the solubility of organocations in water is limited and the resulting high selectivity for adsorption in the polar solvent may lead to non-equilibrium structures. On the other hand, the large expansion of the interlayer space will slow down kinetics of ion exchange considerably. The best workaround for these obstacles is to suspend the clay minerals in mixtures of water with more hydrophobic organic solvents that nevertheless trigger a considerable expansion of the interlayer space by swelling. This in turn fosters ion exchange. The current study, therefore, revisited pioneering work by Bradley (1945) and investigated the swelling behavior of synthetic sodium hectorite (Na-hec) as a function of the composition of the swelling solvent, a mixture of acetonitrile and water. Up to a maximum acetonitrile content of 65 vol.%, delamination by osmotic swelling occurred. At even higher acetonitrile concentrations, swelling was limited to the crystalline swelling regime where a step-like adjustment of the d value was observed. Several mixtures were identified yielding a well defined and uniform interlayer height as evidenced by rational 00l-series with the d spacing decreasing with increasing acetonitrile content. Surprisingly, for a specific acetonitrile:water ratio even an ordered interstratification of two strictly alternating interlayer heights with distinctly different solvent compositions was observed.