Describe how barrier methods prevent rusting by excluding oxygen or water

Metals – Corrosion of Metals (Cambridge IGCSE 0620)

1. Where Corrosion Fits in the Whole Syllabus

The corrosion topic belongs to Section 9 – Metals of the Cambridge IGCSE Chemistry syllabus (0620). To use the notes effectively, students should already be familiar with the following prerequisite ideas (AO 1):

  • States of matter, atomic structure and the periodic table (Topics 1‑8) – symbols for solid (s), liquid (l), gas (g) and aqueous (aq) species.
  • General properties of metals, the reactivity series and extraction of metals (Topic 9) – especially the position of iron, zinc and aluminium in the series, because the reactivity series explains why zinc can act as a sacrificial metal.
  • Environmental chemistry (Topic 10) – the role of moisture, salt (chloride ions) and acidity in accelerating corrosion.
  • Organic chemistry (Topic 11) – a reminder that many barrier coatings (paints, polymers, waxes) are organic materials.
  • Experimental techniques (Topic 12) – a simple practical investigation is included at the end of the notes to satisfy AO 3 requirements.

2. Why Does Iron Rust?

Rusting is an electro‑chemical (redox) process that needs both oxygen (O₂) and water (H₂O). When either reactant is removed, the reaction stops.

2.1 Overall (simplified) equation

$$4\;\text{Fe(s)} + 3\;\text{O}_{2(g)} + 6\;\text{H}_{2}\text{O(l)} \;\longrightarrow\; 4\;\text{Fe(OH)}_{3(s)}$$

The hydrated iron(III) hydroxide then dehydrates to give the familiar rust:

$$\text{Fe(OH)}_{3(s)} \;\longrightarrow\; \text{Fe}_{2}\text{O}_{3}\cdot n\text{H}_{2}\text{O(s)}\;( \text{rust})$$

2.2 Half‑reactions (with state symbols)

  • Oxidation (anodic) – iron:
    $$\text{Fe(s)} \;\rightarrow\; \text{Fe}^{2+}\text{(aq)} + 2e^{-}$$
  • Reduction (cathodic) – oxygen dissolved in water:
    $$\text{O}_{2(g)} + 2\;\text{H}_{2}\text{O(l)} + 4e^{-} \;\rightarrow\; 4\;\text{OH}^{-}\text{(aq)}$$

Electrons flow from the anodic (oxidising) iron to the cathodic sites where oxygen is reduced. The resulting hydroxide ions combine with Fe²⁺ to form Fe(OH)₃.

2.3 Conditions Required for Rusting (Cambridge Syllabus 9.5)

  • Presence of iron (or another susceptible metal).
  • Presence of oxygen (O₂).
  • Presence of water (H₂O) – provides the electrolyte and the medium for the reduction reaction.
  • Formation of anodic and cathodic sites on the metal surface (electro‑chemical cells).

3. Barrier Methods – General Principle

Barrier methods protect metal by creating a continuous, crack‑free layer that isolates the metal surface from the surrounding atmosphere. By doing so they either:

  1. Prevent oxygen from reaching the metal (physical seal),
  2. Prevent water from forming a conductive electrolyte (hydrophobic layer), or
  3. Provide a more reactive metal that corrodes first (sacrificial protection).

4. Common Barrier Methods

No. Method How It Works (what is excluded?) Advantages Disadvantages
1 Painting Forms an impermeable film that blocks both O₂ and H₂O (physical seal). Inexpensive, easy to apply, can be decorative. Coating may crack, chip or peel, exposing metal.
2 Oil / Grease Coating Hydrophobic layer repels water; reduces diffusion of O₂ through the oil. Simple, good for moving parts, self‑lubricating. Attracts dust; can become rancid or oxidise over time.
3 Enamel (Vitreous) Coating Glass‑like, non‑porous layer that excludes O₂ and H₂O completely. Very durable, resistant to chemicals and heat. Requires high‑temperature firing; can chip if struck.
4 Galvanising (Zinc Coating) Zinc is more reactive (higher up the reactivity series). It oxidises first, consuming O₂ and H₂O – a sacrificial layer. Long‑lasting, protects even if the coating is scratched. Additional metal adds cost; zinc corrodes rapidly in acidic or salty environments.
5 Plastic / Polymer Coating Non‑porous polymer film acts as a physical seal against O₂ and H₂O. Lightweight, flexible, resistant to many chemicals. May degrade under UV light; adhesion can be poor on some alloys.
6 Wax or Bitumen Coating Thick, water‑repellent layer that blocks moisture and limits oxygen diffusion. Effective for large structures (e.g., pipelines, bridges). Messy to apply; can be damaged by mechanical wear.

4.1 How Each Method Excludes Oxygen or Water

  1. Physical seal – Paint (1), Enamel (3), Plastic/Polymer (5). The coating is continuous and impermeable, so neither O₂ nor H₂O can reach the metal.
  2. Hydrophobic layer – Oil/Grease (2), Wax/Bitumen (6). The water‑repellent coating prevents the formation of a thin electrolyte film, thereby limiting the supply of H₂O (and the dissolved O₂ it carries).
  3. Sacrificial protection – Galvanising (4). Zinc oxidises according to
    $$\text{Zn(s)} \;\rightarrow\; \text{Zn}^{2+}\text{(aq)} + 2e^{-}$$ The electrons released protect the underlying iron, while the zinc consumes the available O₂ and H₂O.

5. Practical Investigation (AO 3)

Objective: Compare the rate of rusting of untreated iron with that of iron protected by a barrier method.

ApparatusMaterials
Balance (0.01 g)Four identical iron nails (or steel strips)
Paint (water‑based) and brushTwo nails – one painted, one left bare
Oil (e.g., mineral oil) and clothOne nail coated with oil, one left bare
Clear plastic containers with lidsTo hold each nail in a moist environment (add 5 mL water)
  1. Record the initial mass of each nail (to 0.01 g).
  2. Apply the designated coating (paint or oil) and allow it to dry.
  3. Place each nail in a separate container, add a small amount of water to create a humid atmosphere, and seal the lids.
  4. Leave the set‑up for 7 days at room temperature.
  5. After 7 days, gently wipe off any loose rust, re‑weigh each nail and record the final masses.
  6. Calculate the mass gain (Δm) for each nail – the larger the gain, the more rust formed.

Expected outcome: The painted nail (physical seal) should show the smallest mass increase, the oil‑coated nail a moderate increase, and the untreated nail the largest increase. The results illustrate how excluding oxygen and/or water slows the electro‑chemical corrosion process.

6. Key Points to Remember (AO 1 + AO 2)

  • Rusting requires both oxygen and water; removing either stops the reaction.
  • Barrier methods must be continuous and free of cracks to be effective.
  • The three mechanisms required by the syllabus are:
    1. Physical seal (excludes O₂ and H₂O).
    2. Hydrophobic layer (repels water, limits electrolyte formation).
    3. Sacrificial protection (more reactive metal oxidises first).
  • The reactivity series explains sacrificial protection: a metal higher in the series (e.g., Zn) will oxidise before iron.
  • Environmental factors such as chloride ions (salt) and acidic water accelerate rusting; barrier methods are especially valuable in marine or industrial settings.
  • Regular inspection and maintenance of the coating are essential for long‑term protection.
  • Choice of barrier method depends on cost, durability, appearance, and the specific service environment.
Suggested diagram: Cross‑section of a painted iron rod showing (i) iron core, (ii) paint layer (physical seal), and (iii) excluded oxygen/water environment.

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