1. Introduction
The Saffman–Taylor instability (STI) is observed when a fluid pushes a more viscous fluid in a confined geometry. The term confined here means that the distance between the solid walls is much smaller than the characteristic length in the flow direction. Such boundary conditions are typically encountered in porous media or between two parallel plates (i.e., Hele–Shaw cell). Under so-called “stable conditions”, the length of the interface between the two fluids remains minimal, so that it is straight for a flow in a single direction, or circular for a radial flow. When the STI develops, the interface evolves in the form of fingers. For viscous fluids, the origin of the instability is as follows: if the pressure along the interface is uniform, any perturbation or unevenness (local curvature) of the interface tends to develop further; this is so because the viscous fluid tends to advance faster in front of a curvature in the flow direction as the fluid volume to be pushed is smaller. The development of this perturbation may only be damped if surface tension, which, on the contrary, works against the deformation of the initial interface, and is sufficient to counterbalance the above viscous effect. This instability has been widely studied for simple fluids [
1,
2,
3].
Experiments with radial Hele–Shaw cells using non-Newtonian fluids have shown striking qualitative differences in the fingering pattern (see e.g., [
4,
5]). It was discovered that, when the high-viscosity fluid is viscoelastic, the interface grows along a narrow and very tortuous finger leading to branched, fractal patterns [
6]. It was also shown that this viscous fingering pattern can be replaced by a viscoelastic fracture pattern for appropriate Deborah numbers [
7,
8]. On the theoretical side, the treatment of the Saffman–Taylor instability problem was revisited for viscoelastic or shear-thinning fluids. Wilson [
9] considered an Oldroyd-B fluid that exhibits elasticity and the case of power-law fluids was treated by Wilson [
9] for unidirectional flows and by Sader et al. [
10] and Kondic et al. [
11] for radial flows. However, except in the case of fluids with a negative viscosity for which slip layers may form [
11] or for strongly viscoelastic fluids [
8], the corresponding theoretical results did not show strong changes in the basic process of instability as it appears for Newtonian fluids. For viscoelastic fluids, Wilson [
9] found a kind of resonance that can produce sharply increasing (in fact unbounded) growth rates as the relaxation time of the fluid increases. Sader et al. [
10] mainly showed that decreasing the power-law index dramatically increases the growth rates of perturbation at the interface and provides effective length compression for the formation of viscous-fingering patterns, thus enabling them to develop much more rapidly. For non-elastic weak shear-thinning fluids, Lindner et al. [
12] showed that, during the evolution of the Saffman–Taylor instability in a rectangular Hele–Shaw cell, the width of the fingers as a function of the capillary number collapse onto the universal curve for Newtonian fluids, provided the shear-thinning viscosity is used to calculate the capillary number. For stronger shear-thinning, narrower fingers are found. Further observations on shear-thinning elastic materials were provided by Lindner et al. [
13].
As far as we know, the theoretical description of STI with yield stress fluids (YSF) can flow only beyond a critical stress; otherwise, they behave as solids [
14], starting with the work of Coussot [
15], for both longitudinal and radial flows in Hele–Shaw cells. This approach is based on the use of an approximate Darcy’s law for yield-stress fluids, which leads to a dispersion equation for both flow types similar to equations obtained for ordinary viscous fluids, except that now the viscous terms in the dimensionless numbers conditioning the instability contain the yield stress. As a consequence, the wavelength of maximum growth can be extremely small even at vanishing velocities, so that the STI can still exist and we have an original situation: a “hydrodynamic” instability at vanishing velocity. Another original aspect of this instability for YSF is that, at a sufficiently low flow rate, the fingering process leaves arrested fluid volumes behind the advancing front [
15]. Miranda [
16] presented a theoretical analysis that goes beyond the above theory by using a mode-coupling approach to examine the morphological features of the fluid–fluid interface at the onset of nonlinearity, and finally proposed mechanisms for explaining the rising of tip-splitting and side-branching events. However, this approach relies on a Darcy-law-like equation valid in the regime of high viscosity compared to yield stress effects, which is precisely not the scope of the present paper. On the contrary, as we are interested in the specific effect of yielding, we focus on situations for which there is a major impact of the yield stress. On another side, a numerical approach was also developed to study the standard problem of penetration of a finger in a Hele–Shaw cell (for Newtonian fluids a stationary finger forms), first for a simple YSF [
17], and then for a thixotropic fluid [
18].
Experimentally, the SFI instability of YSF has been studied in a rectangular Hele–Shaw cell with Carbopol gels [
19,
20]. This relies on the injection of air at a given point in the middle of the cell, which then propagates through the fluid. For a Newtonian viscous fluid, when the instability criterion is fulfilled, some fingers develop in the cell, but, after some distance, one finger becomes dominant while the others stop and this single finger advances steadily along the main cell direction, with a size equal to half the cell width. The result with a YSF is strongly different: at some time, there can be one finger, but with a size possibly much smaller than the cell width. This finger, however, will soon destabilize in secondary fingers, which are finally stopped, leaving again one finger and so on. A comparison with theory is hardly possible in this context, but the details of the evolution and the different regimes have been described [
20]. Similar approaches were also developed for thixotropic YSF [
21], which obviously gives rise to effects more complex to predict due to the time-dependency of the fluid behavior.
There is a situation in which the STI of YSF is currently observed: the separation of two plates initially in contact with a thin layer of YSF; as the plates are moved away, the layer thickness increases, which induces a radial flow towards some central position; if the distance between the plates is sufficiently small, the radial velocity is much larger than the axial one, so that the flow approximately corresponds to a radial flow driven by the air entering the gap, which corresponds to the conditions under which the STI can be considered. This is the most frequent situation under which the STI for YSF can be observed in our everyday life: as soon as some thin layer of paint, glue, puree, or yoghurt is squeezed between two solid surfaces (a tool, a spoon, etc.) are then separated, one observes a characteristic fingering shape. Note that it is possible to observe such pictures because the fluid leaves arrested regions behind the flow front, which finally give this definitive shape. This contrasts with simple liquids for which the fingers soon relax under the action of wetting effects and a uniform layer rapidly reforms.
Finally, most of the theory–experiment comparisons concern the observations from traction tests. In that case, a reasonable agreement between the fingering wavelength and the theoretical predictions was found [
19,
22], but this was done in relatively narrow range of parameters, as essentially the gap was varied. In addition, somewhat problematic are the observations of Barral et al. [
23], which showed that there is a strong discrepancy between the theoretical conditions and the experimental data concerning the onset of the instability. The problem is that this appears to be the only experimental approach of the onset of this instability with YSF, and it is in complete disagreement with existing theory, which might suggest that something is missing in the theory.
Our present objective is to attempt to clarify the situation through new experiments and further discussion of the experimental criterion of instability and the fingering wavelength. We rely on new systematic traction tests under different conditions (fluid volume, initial aspect ratio, interaction with the solid surface) and an analysis of these data with a critical eye, allowing for reaching some clearer conclusions about the validity of the theory.
3. Theoretical
3.1. Instability in a Straight Hele–Shaw Flow
The instability of radial flows of Newtonian fluids in Hele–Shaw cells has been studied [
3,
26,
27] by using the vectorial form of Darcy’s law. The treatment below summarizes the assumptions and results of Coussot [
15], whose approach has some similarity with the one adopted by Wilson [
9] or Sader et al. [
10] who considered power-law fluids and could not directly use the standard (Newtonian) Darcy’s law.
We consider a yield stress fluid pushed by an inviscid fluid (say, air) so that it tends to flow in a given direction
x between two parallel plates separated by a distance
h = 2
b, with a mean fluid velocity
U. The initial interface is assumed to be uniform and straight (along the
z direction). A stable flow corresponds to a fluid motion along the
x direction, uniform along the
z direction. For an unstable flow, this interface does not remain straight (see
Figure 2).
The linear stability analysis of this flow [
15] relies on several assumptions: (i) the constitutive equation of the fluid can be well represented by a HB behaviour; (ii) the lubrication assumption is valid, i.e., the velocity component perpendicular to the cell plan can be neglected; and (iii) the shear stress at the wall, even around the front of the flow, can be approximated by a value close to the exact one for a stable uniform flow through this cell (see [
15]):
where
c and
d two parameters which depend on
n. For example, for
n = 1/3,
c = 1.93,
d = 0.9 [
15].
Under these conditions, the linear stability analysis of the flow, for negligible gravity effects, predicts that the unidirectional flow above described is fundamentally unstable as soon as the inviscid fluid pushes the yield stress fluid. Moreover, the wavelength of maximum growth is
in which
σ is the surface tension. Note that the Newtonian case is recovered from this approach: by using in Equation (3) the wall stress expression for a stable uniform flow of a Newtonian fluid in such a cell, i.e.,
τw = 3
μU/
b, we find
, which is the standard expression found from a complete theoretical analysis in the Newtonian case [
2].
From Equation (3), we also deduce that the instability will be apparent only if
λm <
D, where
D is the width of the flow. This implies that the flow will be apparently unstable if
Finally, note that, for a yield stress fluid, τw tends to τc when or, more precisely, τw ≈ τc when kUn/τcbn << 1. Thus, at vanishing velocity, the wavelength tends to a finite value, i.e., . This strongly contrasts with the result of the Saffman–Taylor instability for simple fluids (i.e., without yield stress) for which the wavelength tends to infinity when the velocity tends to zero. Thus, for yield stress fluid, if the front width is sufficiently large, we will see the development of a hydrodynamic instability at vanishing velocity. Note that, more precisely, due to the square root of the stress in the wavelength expression, the approximation above leading to neglect the flow rate dependent term in the stress expression, leads to an approximation to within 10% of the exact value of the wavelength if kUn/τcbn is smaller than 0.2.
Moreover, in the case of small front velocity, the stress should slightly overcome the yield stress in the regions with highest velocities and, as a consequence, intuitively, the stress might be smaller than the yield stress in regions with lowest velocities (see further demonstration in [
15]). As a consequence, the regions left behind should remain static just after the beginning of the unstable process. As long as the fingers grow, the pressure drop applied to these regions therefore decreases so that they should remain static even after a long time.
3.2. Instability in a Radial Hele–Shaw Flow
We consider now the case of a radial flow, with an inviscid fluid pushing the yield stress fluid towards the center. This assumes that, if the plates remain at the same distance, the YSF for example escapes through a central hole. Using again expression (2) for the wall shear stress (which neglects orthoradial components), a linear stability analysis [
15] leads to
in which
R is the radius of the circular interface. Once again, this expression allows for recovering the Newtonian case,
[
3], by introducing in Label (5) the expression for the wall shear stress of the stable, and the uniform flow of a Newtonian fluid (see above).
Finally, for a YSF, the criterion for the apparent onset of instability (
λm < 2
πR) is:
The above remarks concerning the finite wavelength at vanishing velocity and the tracks left behind still apply in this case.
3.3. Flow Induced by a Traction Test
We now consider the flow induced by a traction test, in which the material initially forming a cylindrical layer situated between two plates, is then deformed as a result of the relative motion of the two plates away from each other along their common axis. As the distance between the plates increases, since the material remains in contact with the plate, the thickness of the sample increases. As a result, the material tends to gather towards its central axis. Let us consider the ideal case where the sample shape remains cylindrical during this process, i.e., the flow is stable and we neglect the deposits of material along its motion along the plates. In that case, as a result of mass conservation, the mean radial velocity (
U) is related to the velocity of separation of the plates (
V) through
From Label (7), we see that, as soon as the aspect ratio (i.e., R/2b) of the sample is sufficiently large, the radial velocity is much larger than the separation velocity. In that case, the lubrication assumption, i.e., the velocity components parallel to the plates are much larger than the perpendicular ones, is relevant, and we can consider that the flow is similar to that resulting from a pure radial flow between plates at a fixed distance from each other. Obviously, this assumption will start to fail at some point during the process, as the aspect ratio progressively decreases toward smaller values when the plates are moved away from each other. In the following, we will a priori assume that the lubrication assumption is valid, and discuss its possible non-validity as an artefact of the tests.
On the other side, for such a traction test, we can easily estimate the normal force needed to separate the plates under the lubrication assumption for stable and sufficiently slow flows (i.e.,
kUn/
τcbn << 1) [
28]. In that case, the radial flow along the plate induces a shear stress equal to the material yield stress. The momentum balance applied to the sample volume between
R and
r assuming no surface tension effect and negligible atmospheric pressure leads to:
The net normal force exerted onto the plate in that case is then found by integrating the pressure (8) over the surface of contact:
Equation (9) thus provides an expression for the force applied in the case of slow flows. Since the assumed constitutive equation is continuous, i.e., it predicts a continuous transition from rest to slow flows around the yield stress, Equation (9) also provides an expression for the minimum force to induce some motion for a given separation distance and a given radius.
Note that, for a given volume of material (Ω
0 = 2
πR2b), this force may be rewritten as
which gives the force variation as a function of the distance (
h = 2
b) between the plates.