United States
Environmental Protection
Agency
Hazardous Waste Engineering
Research Laboratory
Cincinnati OH 462%
Research and Development
EPA/600/S2-84/153 Mar. 1985
Project  Summary
'/r,o
Auto-Oxidation  Potential  of
Raw  and  Retorted  Oil  Shale
D. A. Green
  A study was conducted to assess the
potential  spontaneous  combustion
hazard of solid  waste streams pro-
duced in the processing of oil shale. In
addition,  the  utility and precision of
various test methods to assess this haz-
ard were determined. The best meth-
ods found involved a differential scan-
ning calorimetry test and nonadiabatic
oxygen absorption test. In both cases,
the sample was slowly heated in air. In
the former case, exothermic  activity
was  monitored;  in the latter, changes
in exhaust gas composition were moni-
tored.
  The carbonaceous retorted oil shale
samples appear to present less hazard
of  spontaneous combustion  than
bituminous coal. None  of the raw
shales were found to present as great a
hazard as Wyoming  subbituminous
coal. However, the two raw Utah shale
samples tested were found to  present
hazards exceeding those of less reac-
tive bituminous coals. These materials
represent  a  potential  hazard,  but  if
stored  and disposed of  under  condi-
tions suitable for long-term storage of
reactive  coals,  should  not  spon-
taneously combust.
  The codisposal of raw and retorted
shale should be approached cautiously
and preferably be avoided if possible,
as the presence of raw shale increases
the energy contents of the mixture and
in some cases decreased the tempera-
ture at which exothermic activity was
observed.  Codisposal of  byproduct
sulfur with retorted shale appears to
cause  no  increase  in risk of spon-
taneous combustion (but may  lead to
leaching problems).
  This  Project Summary was  devel-
oped by EPA's Hazardous Waste Engi-
neering Research Laboratory,  Cincin-
nati, OH, to announce key findings of
the research project that is fully docu-
mented in a separate report  of  the
same title (see Project Report ordering
information at back).

Introduction
  The main challenge in determining reac-
tivity of solids is to measure, in the labora-
tory, properties of the solids which can be
used to predict how full-scale storage piles
will behave.  Factors that  influence  the
tendency of a storage pile to self heat and
eventually ignite can be grouped into two
main categories. The first category includes
those properties  that are peculiar to the
solid itself: reactivity toward oxygen, and
heat release as a function of temperature.
The second group of factors relating to the
pile and its construction:  overall  dimen-
sions, particle size, degree of compaction,
homogeneity, ambient temperature,  tem-
perature of placed material, precipitation,
wind speed, etc. It is quickly seen that pile
characteristics are going to be more dif-
ficult to measure and most likely subject to
more variation than  the properties of the
solid itself.
  In this study, an investigation of labora-
tory  methods to determine spontaneous
combustion tendencies was conducted.
These methods were then  applied to  raw
and retorted oil shale samples to determine
the relative hazards presented by these ma-
terials.  In addition,  several coal  samples
were tested by the same methods so that
the hazards of the oil shale materials could
be related to the better known phenome-
non of self heating in coal storage  piles.


Materials and Methods
  Retorted  shale samples from the Lurgi,
Tosco II, Paraho direct-mode, Hytort and
Union B processes were tested.  A  raw

-------
shale sample from Federal lease tract C-a in
Colorado, two raw  shale  samples from
Federal lease tract Ua/Ub in Utah, Wyom-
ing subbituminous coal. Western Kentucky
#9 bituminous coal and Pocahontas #3 (Vir-
ginia) bituminous coal were  also tested.
Sulfur and organic carbon contents and
heating values of these materials are given
in Table 1. Heat capacities of these materi-
als, as determined by differential scanning
calorimetry, are given in Table 2.
Differential Scanning
Calorimetry
  Differential scanning calorimetry (DSC)
involves measuring the heat evolved or ab-
sorbed by a sample at a given temperature
relative to a known reference material at the
same temperature. When the temperature
is increased or decreased, heat effects arise
from  differences in specific heats, phase
changes and chemical reactions. Low tem-
perature  oxidation is an exothermic reac-
tion. When spontaneous heating occurs,
the heat produced by this reaction (and
other exothermic reactions including  the
heat of wetting) is greater than the  heat
which is rejected to the surroundings and
the material which is oxidizing increases in
temperature.  As the  temperature  of  the
material increases,  the rate of oxidation in-
creases and, in some cases, a rapid temper-
ature increase occurs.
  DSC data, obtained while the tempera-
ture of the sample and reference  are in*
creased at a slow constant rate, indicate
the difference in heat flow between sample
and reference as a function of temperature.
When the reference is an empty sample pan
of equal mass and specific heat to the pan
in which the sample is held, the net heat ef-
fect is that produced by the sample. When
the temperature of the  apparatus is re-
stricted to eliminate the possibility of phase
changes in the sample, endothermic effects
are associated with the heat capacity of the
sample, and with some materials, such ef-
fects  as drying, desorption of gases, and
devolatilization. Exothermic effects in  ex-
cess  of  the sample heat  capacity  are
associated with exothermic chemical reac-
tions.
  Samples were tested in a duPont Instru-
ments Model 951*  differential  scanning
calorimeter equipped with a standard  low
pressure cell. The calorimeter was coupled
to a duPont Instruments Model 1090/1092
thermal analyzer which permitted tempera-
Table 1.    Description of Samples
Material (-325 mesh)
W. Kentucky #9 Bituminous Coal
Pocahontas H3 Bituminous Coal
Wyoming Subbituminous Coal
Utah Raw Shale (66 GPT)
Utah Raw Shale (28 GPT)
C-a Raw Shale
TOSCO II Retorted Shale
Hytort Retorted Shale
Paraho Retorted Shale
Union Shale Mixture
Lurgi Retorted Shale
Total
Sulfur
Weight %
Dry Basis
3.73
0.65
0.63
1.85
0.75
0.98
0.53
2.40
0.57
0.68
0.86
Organic
Carbon
Weight %
Dry Basis
61
69
64
28
11
5.2
3.5
3.8
3.1
4.1
0.13
Heating Value
Btu/lb
Dry Basis
13050
12120
11560
6240
2090
878
433
420
188
209
44
Table 2. Mean Heat Capacity of Coal and Shale Materials
Based on Initial Sample Weight {Jig, - 325 mesh)

Material
C-a Raw Shale
Utah Raw Shale (66 GPT)
Utah Shale (28 GPT)
Hytort Retorted Shale
Pocahontas tf3 Bituminous Coal
W. Kentucky #9 Bituminous Coal
Wyoming Subbituminous Coal
Lurgi Retorted Shale
TOSCO II Retorted Shale
Paraho Retorted Shale
Union Shale Mixture

25-200
0.76
2.18
1.17
1.08
1.19
0.69
1.28
0.82
0.39
0.73
2.57
Temperature Range (°
2&400
0.72
2.13
1.15
1.03
1.28
0.47
0.67
0.87
0.89
0.71
1.75
C)
25-600
0.73
2.56
1.23
1.17
1.40
0.44
0.63
0.92
0.86
0.66
1.60
'Mention of trade names or commercial products does
 not constitute endorsement or recommendation for
 use.
ture  programming and  data acquisition/
playback  using  magnetic  disk storage.
Samples of  between 17 and 54 mg were
used. Variations in sample mass for the dif-
ferent materials tested were primarily due
to differences in bulk  density. Samples
were loaded into open aluminum pans; the
pans were completely filled to the top edge
and excess material was removed so that
the sample surface was level.  An empty
pan of comparable mass (and heat capaci-
ty) was used as a reference.
  With air flowing through the cell, a pre-
weighed sample in a tared aluminum pan
was  placed  on the sample thermocouple
disk and an  empty sample pan was placed
on the reference thermocouple disk.
  The test was conducted by programming
the heater to  increase the  temperature of
the thermoelectric disk  to which sample
and reference thermocouples are attached.
A precisely controlled heating ramp of 2° C
per  minute was followed  from slightly
above  ambient temperatures (25°-30° C).
Different samples were heated to different
final temperatures (380°-550° C) but in all
cases the test was continued to the end of
the exotherm. Exothermic reactions were
sensed by a slight lead in temperature of
the sample thermocouple over the refer-
ence  thermocouple.  The instrument was
calibrated to convert this lead into an actual
heat effect.
  The most important  measurement relat-
ing  DCS data  to  spontaneous heating
behavior is the onset temperature of the ex-
othermic oxidation reaction. When an ex-
otherm is observed while a sample is being
heated, this temperature is characterized by
extrapolating  the slope  of the leading edge
of the exothermic peak  to the baseline. It is
assumed that the lower this temperature is,
the greater the tendency of the material to
spontaneously heat. This provides a means
for  empirically  ranking  materials  of
unknown self-heating  potential by com-
parison to materials of  known heating po-
tential. The Wyoming  subbituminous and
Western  Kentucky  bituminous coals  ex-
hibited the  earliest exothermic onset tern-

-------
peratures followed by the 66 gallon/ton raw
Utah shale.  The low volatility bituminous
Pocahontas  #3 coal was less reactive than
any of the raw western shales that were
tested. The carbonaceous  retorted shale
samples exhibited considerably higher exo-
thermic onset temperatures than the raw
shale, indicating that they present less of a
spontaneous heating hazard than the raw
shale and much less than the coal.  Decar-
bonized shale from the Lurgi  process was
also tested  but absolutely no exothermic
reaction was observed at temperatures up
to 550 ± °C. The Hytort retorted shale was
extremely unreactive, exhibiting an  exo-
thermic onset temperature higher than that
of any of the retorted shale samples except
for the Lurgi retorted shale.

Nonadiabatic Oxygen
Absorption Test
  The materials described above were also
subjected to a nonadiabatic oxygen absorp-
tion test.1 In this  test, 100 g samples of
material   were  placed  in  a  glass  cell.
Humidified air  at  60 cc/min  was  passed
through the cell and the temperature of the
cell and contents were increased at a rate of
25° C/hour. The exhaust gas  from the cell
was analyzed chromatographically;  the de-
pletion of oxygen  and  increased levels of
carbon dioxide were used as an indicator of
reactivity.
   Based  on the  gas  analysis, a  spon-
taneous combustion liability index (the S in-
dex) was calculated. The formula for this
index was devised by  Schmeling1  and  is
based on the conversion of oxygen in the
inlet gas to C02.
  where  S   =  the spontaneous com-
                 bustion index
          h,   =  21 - oxygen concen-
                 tration at 125° C
          h2   =  21 - oxygen concen-
                 tration at 150° C
          ht   =  21 — oxygen concen-
                 tration at 175° C
          x,   =  carbon dioxide concen-
                 tration at 150° C
                 - carbon dioxide con-
                 centration 125° C
          x2   =  carbon dioxide concen-
                 tration at 175° C
                 - carbon dioxide con-
                 centration at 150° C

All concentrations are expressed in volume
percent.
  The  test indicated that the Wyoming
?ubbituminous coal was the most reactive
material with an S index of 108 in the - 48
+ 100 particle size test and an S index of
165 when tested in the -325 particle size.
This is consistent with the  generally ob-
served phenomena of spontaneous heating
in low rank coals. The criterion, adopted by
Schmeling,  that materials with S  indices
greater than 30 (for the. -48  + 100 mesh
size) are dangerous, also puts the Western
Kentucky No. 9 bituminous coal (S = 37.5)
in this category.  As would  be expected
from  historical   observations  of  spon-
taneous combustion, the bituminous coals
are much less dangerous than the  sub-
bituminous coal.
  The tests indicated, as expected, that the
retorted  shales are  less  likely to spon-
taneously combust than any of the coals or
raw  shales.  The  three coals rank in the
order expected from past experience and
larger scale testing. The raw shales exhibit
oxygen  absorption behavior  which ranks
with their energy content. (The richer Utah
shale has a higher S index than the leaner
Utah shale and.the three western shales fol-
low the same order in S index as in higher
heating value.)
  While none of the raw shales rank as high
as the subbituminous coal, the richer (66
GPT) Utah  shale ranks intermediate be-
tween  it and  the high volatility Western
Kentucky #9 bituminous coal and the leaner
(28 GPT) Utah shale ranks intermediate be-
tween the Western  Kentucky #9 coal and
the low volatility Pocahontas #3 bituminous
coal.  On  the  basis of this test, the raw
shales present a hazard of  spontaneous
combustion  on the  order of bituminous
coals, and the greater the energy content of
the shale,  the greater the  tendency for
spontaneous combustion. All of the re-
torted  shales tested  rank  well below the
bituminous coals  in spontaneous combus-
tion risk based on Schmeling's index.
  In the course of the study, four other ex-
perimental methods were tried to determine
their suitability as spontaneous combustion
hazard indicators.

  These tests were:
  (a) a method based on weight loss data
      from thermogravimetric analysis of
      samples in air using a 2° C/min tem-
      perature ramp.
  (b) a method based  on exothermic oxi-
      dation  of  samples by  hydrogen
      peroxide.
  (c) a method based  on isothermal high
      pressure  differential  scanning
      calorimetry.
  (d) an adiabatic test similar to the non-
      adiabatic test described earlier.
These tests were found to be unsuitable for
both technical and practical reasons.
Conclusions

It must be noted that the results reported
here are based on a very limited number of
samples   of  raw  and  retorted  shale.
Substantial variations  in composition  of
raw shales  occur  with  geographic and
stratagraphic  location.  The retorted shale
samples came from pilot plant operations
which  may not be completely represen-
tative of commercial operations. Hence,  it
is   strongly  recommended  that  actual
samples of waste  materials proposed for
field disposal be tested to determine their
actual spontaneous combustion hazard.
  Retorted shales investigated in this study
are unlikely to present a spontaneous com-
bustion hazard. These  include  retorted
shales  from the Paraho direct, TOSCO II,
Hytort, and Lurgi processes and a mixture
of  retorted shale,  raw shale "fines" and
sulfur  from the Union B process. These
materials proved to be far less reactive than
Pocahontas  #3  low volatility  bituminous
coal which is  generally regarded at the low
end of the spectrum of coals susceptible to
spontaneous  heating. This conclusion was
reached on the basis of both the exother-
mic onset temperature, as  determined by
differential scanning calorimetry, and the
nonadiabatic  oxygen absorption test, and
supported by TGA weight  loss data. The
Lurgi retorted shale is noncombustible and
could  not burn even  if  an attempt was
made to ignite it.
  The  raw western shales, while  not  as
liable  to  ignite  as  the Wyoming  Smith-
Roland subbituminous  coal  (which   is
generally  placed at the higher end of the
spectrum  of  coals susceptible to  spon-
taneous   heating)  present  a  potential
hazard. The  richer of  the  Utah  shale
samples (66 GPT)  is particularly reactive,
falling  between  the   Wyoming   sub-
bituminous and the Western Kentucky high
volatility bituminous coal (of intermediate
reactivity  with  regard  to  coal)  in  the
nonadiabatic oxygen absorption test. In the
DSC test, it falls below the Western Ken-
tucky coal but above the relatively unreac-
tive Pocahontas 13 coal. In the TGA weight
loss test  (based on mass remaining after
heating to 300° C) a greater weight loss  is
observed  with  this sample than  with the
Western Kentucky bituminous  coal.
  The  leaner Utah shale (28  GPT) is in-
termediate in tendency to autoignite be-
tween  the Western Kentucky coal and the
Pocahontas  #3 coal  in both the  non-
adiabatic  oxygen absorption test and the
DSC test (ranked by exothermic onset tem-
perature).  This material falls below the Coal
samples in the  TGA weight loss tests. By
Schmeling's criteria, (S index < 30), this is

-------
also a potential hazard. The C-a shale has
about the same exothermic onset tempera-
ture as  the  leaner Utah shale (i.e., inter-
mediate  between  the Western Kentucky
and  Pocahontas  bituminous  coals,  but
ranks  considerably  lower   than  the
Pocahontas  coal in the  nonadiabatic oxy-
gen absorption  test with an  S index of
about 6). This is probably the least reactive
of the three  western raw shales tested but
should still be regarded as posing potential
problems.
  The results of the study suggest that car-
bonaceous  retorted oil shale poses  less
hazard of spontaneous combustion than
bituminous  coal and it is logical that the
more severe the retorting  process and the
more complete the removal of the organic
matter, the less reactive the resulting waste
product will be. This does not imply  that
the risk of spontaneous combustion can be
ignored but rather that the risk should be
low if proper  disposal  practices are fol-
lowed. Good practices would likely include
cooling before disposal, compaction in lifts,
and excluding air flow into the pile. Decar-
bonized  shales, such as the Lurgi  decar-
bonized retorted shale, are essentially inert,
since substantially all of the energy content
has been removed. Such shales should pre-
sent no  hazard of spontaneous combus-
tion.
   On the basis of  DSC testing, codisposal
of byproduct elemental sulfur with retorted
oil shale will not  increase the hazard of
spontaneous combustion of the  mixture.
The mixing of raw shale fines with retorted
oil shale for  disposal should be approached
very cautiously and preferably be avoided.
The addition of as little as 5% raw shale fines,
appears to lower the exothermic onset tem-
perature of  the mixture to approximately
that of the fines themselves. Although the
energy available in the mixture is much less
than that of the raw shale fines, the poten-
tial for  spontaneous combustion may be
significantly increased as compared to the
retorted  shale alone and  may in fact be as
great as that of the raw shale fines alone.
For example, the addition of as little  as  5
percent raw shale fines (Utah 28 GPT)  low-
ered the exothermic onset temperature to
that of the raw shale fines alone. However,
it must be emphasized that the data on this
point are somewhat conflicting. The Union
B  shale  mixture  which contained  5.47
weight percent raw shale fines behaved in a
manner  similar  to other  carbonaceous
retorted  oil shales which did not include ad-
mixture of raw shale fines. Hence, it is rec-
ommended  that anyone proposing disposal
of retorted  and raw shale mixtures should
evaluate their  particular  mixture to define
its properties. It is considered likely that for
each specific retorted/raw shale mixture,
there is a unique value of raw to retorted
shale ratio which, if exceeded, will cause
the mixture to assume the properties of the
raw shale.
  The raw western shales present a poten-
tial hazard, but  if stored and disposed of
under  conditions suitable  for  long  term
storage of reactive coals, then they should
pose no greater risk than such coals. Ideal-
ly,  however, raw shales  should be  pro-
cessed for energy recovery to the greatest
extent  possible.  Material produced during
crushing operations that is too small for
retorting would be preferably subjected to
combustion for production of process heat,
or if feasible, agglomerated with a binder to
a size where it could be retorted for maxi-
mum energy recovery.
  The differential scanning calorimetry test
and the nonadiabatic oxygen  absorption
test appear to be the most meaningful test
methods used in this study. These tests
were reproducible and, when the tests were
applied to coal  samples, the results  con-
formed to generally observed rankings of
spontaneous combustion potential. Of the
other tests  considered, the peroxide test
was technically unsound; pressure differen-
tial scanning calorimetry and adiabatic oxy-
gen absorption  tests  did   not  produce
useful, reproducible results in the course of
this particular study. These methods may,
however,  after  further development, be
made  useful.   The  thermogravimetric
analysis weight loss test, while potentially
useful in characterizing samples was found
unsuitable as results for coal samples did
not conform to generally observed spon-
taneous  combustion  rankings and  the
retorted shale samples produced an insuf-
ficient response to evaluate.
  A summary of results obtained in the dif-
ferential  scanning  calorimetry and  non-
adiabatic oxygen absorption testing is given
in Table 3. As  no reference standards are
available for the  test  parameters which
were  determined, the accuracy of  these
tests cannot be determined. However, the
ranking of the materials can be used as an
indicator of relative spontaneous combus-
tion hazard.
Reference
1.  Schmeling, W.A., etal., "Spontaneous
   Combustion Liability of Subbituminous
   Coals: Development of a Simplified Test
   Method for  Field Lab/Mine  Applica-
   tion," In: Analytic Chemistry of Liquid
   Fuel Sources, Uden,  P.C., et al. eds,
   ACS 1978.
Table 3.    Summary of Results From Differential Scanning Calorimetry and
           Nonadiabatic Oxygen Absorption Testing
Material
Wyoming Subbituminous Coal
Western Kentucky #5 Bituminous Coal
Utah Raw Shale (66 GPT)
C-a Raw Shale
Utah Raw Shale (28 GPT)
Pocahontas #3 Bituminous Coal
Paraho Retorted Shale
TOSCO II Retorted Shale
Union Shale Mixture
Hytort Retorted Shale
Lurgi Retorted Shale
onset
°C
130
193
211
226
227
230
300
306
321
357
*«
DSC*
exotherm
Jig
10900
13800
8320
920
2990
15700
480
560
860
1340
~0
Nonadiabatic
test
S index
165
60
86
5.6
44
42
0.27
1.4
4.6
3.8
0.00
 *Tested in dry air, particle size: - 325 mesh
**/Vo exotherm observed to 550° C.
                                                       AUSGPO: 1985 — 559-111/10790

-------

-------
      D. A. Green is with Research Triangle, Institute, Research Triangle Park, NC
        27709.
      E. R, Bates is the EPA Project Officer (see below).
      The complete report, entitled "A uto-Oxidation Potential of Raw and Retorted Oil,"
        (Order No.  PB 85-156 248/AS; Cost: $16.00, subject  to change) will be
        available only from:
              National Technical Information Service
              5285 Port Royal Road
              Springfield, VA 22161
              Telephone: 703-487-4650
      The EPA Project Officer can be contacted at:
              Hazardous Waste Engineering Research Laboratory
              U.S. Environmental Protection Agency
              Cincinnati, OH 45268
United States
Environmental Protection
Agency
Center for Environmental Research
Information
Cincinnati OH 45268
Official Business
Penalty for Private Use $300
          OOOC329   PS
          U  S  ENVIR  PROTECTION  AGENCY
          CHICAGO

-------