The Bessemer process is a pioneering method for mass-producing steel by blowing compressed air through molten pig iron contained in a pear-shaped vessel known as a Bessemer converter, which oxidizes and removes impurities like carbon, silicon, and manganese to yield high-quality steel in as little as 20 to 30 minutes per batch.[1] Developed by English inventor Sir Henry Bessemer amid the Crimean War (1853–1856) to create stronger artillery shells capable of withstanding heavier charges, the process addressed the limitations of traditional iron production, which was slow and expensive for large-scale steel output.[1] Bessemer patented his innovation in the United Kingdom in 1855 and received a U.S. patent in 1856, though American inventor William Kelly had independently conceived a similar air-blowing technique around the same time, leading to shared credit in historical accounts.[2][3] By 1860, Bessemer refined the process with a tilting converter design, enabling easier charging and pouring, which further boosted efficiency and allowed production of up to 30 tons of steel per cycle.[1]This breakthrough revolutionized the steel industry, slashing production costs from approximately £50–60 per ton in the mid-1850s to £6–7 per ton by the 1870s, making steel affordable for widespread applications in railroads, bridges, skyscrapers, and machinery that fueled the Industrial Revolution.[4] Prior to the Bessemer process, steel was labor-intensive and limited to small quantities via methods like crucible or cementation, but the converter's rapid decarbonization—leveraging the heat from oxidation to sustain the reaction without external fuel—enabled unprecedented scalability and supplanted pig iron as the dominant building material.[5] Despite its limitations, such as challenges with high-phosphorus ores that required subsequent basic lining modifications (the Gilchrist-Thomas process in 1877), the Bessemer method dominated global steel output until the early 20th century, when open-hearth and electric arc furnaces gradually overtook it for greater control and versatility.[3] Today, while largely obsolete, its principles underpin modern steelmaking, underscoring Bessemer's enduring legacy in materials science and industrial engineering.[1]
History
Invention and Early Development
The invention of the Bessemer process stemmed from Henry Bessemer's efforts during the Crimean War (1853–1856) to improve cast-iron artillery shells, which were prone to bursting due to impurities. While experimenting with furnace designs to produce stronger metal, Bessemer observed that hot gases containing excess oxygen had unexpectedly decarburized the outer layers of iron ingots, turning them into steel-like shells without additional fuel; this observation in the mid-1850s inspired him to explore air-blown steelmaking as a rapid, efficient method.[6][4]By early 1856, Bessemer independently developed a prototype converter—a pear-shaped vessel lined with refractory material—where air was blown through molten pig iron to oxidize carbon and other impurities. His first successful trial occurred in this side-blown converter, achieving temperatures of approximately 1,650°C in just 15 minutes for a half-tonne charge, demonstrating the exothermic reaction's potential to generate its own heat. On August 24, 1856, Bessemer publicly announced the process at the Cheltenham meeting of the British Association for the Advancement of Science, describing how the air blast could produce large quantities of steel in under half an hour.[7][8]Independently, American ironmaster William Kelly had developed a similar pneumatic process around 1851 at his Eddyville, Kentucky, mill, where he blew air through molten iron in a furnace to "boil" out impurities, though his experiments were less documented and not scaled until later. Early trials of both inventors' methods faced significant challenges, including excessive heat from the oxidation reactions that risked damaging equipment and producing brittle steel contaminated with phosphorus and silicon, requiring the use of low-impurity pig iron from specific regions like northwest England to yield viable outputs.[9][10][7]
Patent Disputes and Commercialization
Henry Bessemer filed British patent No. 2207 on August 14, 1856, describing a process for manufacturing malleable iron and steel using a tilting converter where air was blown through molten pig iron to oxidize impurities.[11] In the United States, William Kelly independently developed a similar "pneumatic" or air-boiling process and was granted U.S. patent No. 17,628 on June 23, 1857, for improvements in iron manufacture involving air blasts to refine molten iron.[12] This overlap sparked cross-Atlantic patent disputes, as Bessemer had filed U.S. applications in late 1856, prompting Kelly to initiate interference proceedings in January 1857 to challenge Bessemer's claims.[13]The legal battles persisted for nearly a decade, complicated by Kelly's financial difficulties following the Panic of 1857, which forced him to sell his patent rights.[14] Resolution came in early 1866 through mutual recognition and consolidation of the key patents, with ownership of the Kelly, Bessemer, and related Mushet patents vested in a syndicate led by figures like John A. Griswold and E.A. Stoney, forming the basis for joint licensing in the U.S. This agreement, often referred to as the Pneumatic Steel Association, pooled the intellectual property to avoid further litigation and facilitate commercialization.Commercialization efforts began with early licensing deals shortly after Bessemer's patent issuance; in Europe, Swedish ironmaster Göran Göran-Göransson acquired rights in 1857 and established the first viable Bessemer plant at Edsuk in 1858.[11] In the U.S., initial licenses were granted in the early 1860s, with the first Bessemer converters installed in 1865 at the Rensselaer Iron Works in Troy, New York; American engineer Alexander L. Holley played a crucial role in adapting the process, designing these early viable plants. The Cambria Iron Company in Pennsylvania began commercial Bessemer steel production in 1865 under the consolidated patents, rolling the first Bessemer steel rails in the US in 1867.[14] The formation of licensing syndicates, such as the Pneumatic Steel Association in 1866, streamlined royalties and technology transfer, enabling rapid expansion across Europe and North America by controlling access to the process.[9]A critical improvement came from British metallurgist Robert Forester Mushet, who in 1856 discovered that adding spiegel iron (a manganese-rich pig iron) to the converter recarburized the steel and neutralized excess oxygen, making the output suitable for commercial use; however, Mushet received no direct patent credit, as his related patents lapsed due to unpaid fees and were later acquired by Bessemer.[15] Mushet's contribution was essential for investors but went largely uncompensated until public recognition in later years.Initial commercial trials in Sheffield in 1858 highlighted significant challenges, as the process failed to produce quality steel from local pig iron due to high phosphorus content, which caused brittleness and inconsistent results, delaying widespread adoption until low-phosphorus ores were sourced.[11] These setbacks underscored the need for further refinements before the process could achieve viability.
Widespread Adoption in the Industrial Era
The establishment of the first large-scale Bessemer plant in Sheffield, England, in 1859 marked a pivotal moment in the commercialization of the process. Founded by Henry Bessemer through his company, Henry Bessemer and Company, the facility capitalized on Sheffield's established steelmaking expertise to initiate industrial-scale production. By 1860, output had reached approximately 1,000 tons annually, demonstrating the viability of the method for mass production despite initial technical hurdles.[4][16]The process rapidly expanded across Europe and the United States, fueled by licensing agreements stemming from Bessemer's patents, which facilitated widespread adoption. In the US, early implementations included the Rensselaer Iron Works in Troy, New York, starting in 1865, and the Cambria Iron Works in Pennsylvania, which began operations in 1865 and became a key producer of Bessemer steel rails by the late 1860s. This proliferation enabled the supply of affordable steel for critical infrastructure, such as railroads and bridges, transforming transportation networks. By 1870, global Bessemer steel production exceeded 500,000 tons annually, reflecting the process's integration with burgeoning coal and iron industries that provided essential raw materials from blast furnaces.[17][18]The economic impact was profound, as the Bessemer process drove steel prices down from around $50 per ton in 1870 to approximately $25 per ton by 1890, making it accessible for large-scale applications. A notable example of this scale-up occurred during the construction of the Brooklyn Bridge in the 1870s, where Bessemer steel was extensively used for cables and structural elements, despite debates over its quality compared to more expensive crucible steel; the bridge's successful completion underscored the process's reliability for monumental projects. Worldwide production peaked at about 7 million tons by 1900, solidifying the Bessemer method's role in the industrial era's steel boom.[19][20]
Process Fundamentals
Equipment and Converter Design
The Bessemer converter is a distinctive pear-shaped vessel designed to facilitate the pneumatic conversion of molten pig iron into steel, with typical capacities ranging from 5 to 30 tons per heat.[8] These converters have dimensions varying by capacity and design, typically 15 to 25 feet in height and 8 to 12 feet in diameter at the widest point, allowing for efficient containment and agitation of the molten charge during the air-blowing phase.[21][22] The vessel's shape, wider at the middle and narrower at the ends, promotes uniform distribution of the air blast and minimizes splashing of the molten metal.The converter is supported on trunnions—large pivots attached to an encircling band—that enable full rotational tilting through 360 degrees, essential for charging the vessel with molten pig iron, positioning it upright for the air blow, and inclining it to pour the refined steel into ladles.[23] This mechanism, often powered by hydraulic or steam-driven systems, ensures precise control over the vessel's orientation without interrupting the process flow. At the base, a series of tuyeres (refractory-lined nozzles, typically 40 to 80 in number) are embedded in the bottom plate to deliver the oxygen-enriched air blast directly into the molten bath at pressures of 20 to 30 psi.Early converters featured a robust outer shell constructed from riveted wrought iron plates, later transitioning to steel for greater durability under thermal stress, with an inner lining of refractory materials such as silica bricks for acidic operations or dolomite blocks for basic variants to withstand the intense heat and corrosive slag.[24] Auxiliary equipment is critical to the setup, including large ladles (often 20- to 40-ton capacity) hoisted by overhead cranes to transport and pour molten pig iron from blast furnaces into the tilted converter, and powerful blowing engines—typically steam reciprocating types—that compress and deliver air at rates of 20,000 to 35,000 cubic feet per minute to sustain the vigorous oxidation reaction.[25] These components, engineered for rapid cycling (a full blow lasting 15-20 minutes), represented a significant advance in industrial-scale metallurgy.
Step-by-Step Operational Sequence
The Bessemer process begins with the charging of the converter, where 10-20 tons of molten pig iron, freshly produced from a blast furnace, is poured into the tilted pear-shaped converter using a ladle.[26] This step ensures the converter, typically lined with refractory materials, is filled to capacity for efficient processing, with the molten iron at an initial temperature around 1,200-1,300°C.[27]Once charged, the converter is turned upright to align the tuyeres—perforated nozzles at the base—for the air blast. A powerful stream of compressed air, often at pressures of 20 to 30 psi, is then blown upward through the tuyeres into the molten metal, initiating rapid oxidation of impurities such as carbon, silicon, and manganese. This exothermic reaction generates intense heat, elevating the temperature to 1,600-1,700°C within 10-20 minutes, while the converter is periodically rotated to ensure uniform mixing and oxidation.[26][28]During the blowing phase, operators closely monitor the evolving flame emerging from the converter's mouth, which changes color and intensity as oxidation progresses—from a long, reddish flame indicating silicon removal to a shorter, white flame signaling near-complete carbon oxidation. The blast is halted once the flame drops or turns white, typically after 15-25 minutes total blowing time, to prevent over-oxidation and ensure the desired low-carbon steel composition.[27][28]With impurities oxidized and removed as slag or gases, recarburizers such as spiegeleisen (a high-carbon, manganese-rich iron alloy) are added through the mouth of the converter to restore the carbon content to 0.5-1.5% and deoxidize the melt, improving the steel's quality and workability. The converter is then tilted back to vertical, allowing the molten steel to be poured into ladles for transfer to molds or further processing.[26][29]The entire operational cycle, from charging to pouring, is remarkably efficient, completing in 20-40 minutes per heat, which enables a single converter to perform 20-30 batches per day under optimal conditions.[28][30]
Underlying Chemical Principles
The Bessemer process relies on the controlled oxidation of impurities in molten pig iron using oxygen from compressed air, which drives the conversion to steel while generating sufficient heat to sustain the reaction without external fuel. The primary impurities targeted are carbon, silicon, manganese, and, in certain variants, phosphorus; their oxidation produces gases, slag-forming oxides, and exothermic energy that maintains the high temperatures required (typically around 1600–1700°C). These reactions occur rapidly as air is blown through the melt, with the sequence influenced by the relative affinities of the elements for oxygen—silicon and manganese oxidize first, followed by carbon.The core reaction involves the oxidation of carbon, reducing its content from about 4% in pig iron to 0.1–1.5% in steel:$2C + O_2 \to 2COThis step also produces some CO_2 under varying conditions, releasing approximately 221 kJ/mol of heat, which is crucial for the process's self-sustaining nature. Silicon oxidation occurs early, forming a siliceous slag:\text{Si} + O_2 \to \text{SiO}_2This reaction contributes additional heat and helps separate impurities from the iron. Manganese is similarly oxidized to manganese oxide:$2\text{Mn} + O_2 \to 2\text{MnO}In the basic Bessemer process, phosphorus—a problematic impurity in high-phosphorus ores—is oxidized to phosphorus pentoxide:$4\text{P} + 5O_2 \to 2\text{P}_2\text{O}_5This oxide combines with basic fluxes like lime to form slag, enabling its removal.The process endpoint is determined when nearly all carbon and other impurities are oxidized, leading to slight oxidation of the iron itself to ferrous oxide (FeO), signaling completion:$2\text{Fe} + O_2 \to 2\text{FeO}This is visually detected by a drop in the bright flame at the converter mouth, as FeO formation indicates the shift from impurity oxidation to iron oxidation; precise control prevents excessive iron loss. The exothermic oxidations overall provide the energy balance, with heat from carbon and silicon oxidation alone sufficient to compensate for losses and maintain the melt's fluidity.
Process Variations
Acidic Bessemer Process
The acidic Bessemer process represents the original formulation of the Bessemer steelmaking method, employing a siliceous refractory lining in the converter to accommodate the formation of an acidic slag. This lining, composed primarily of silica (SiO₂) in the form of bricks or ganister, protects the converter vessel from erosion by the slag while facilitating the oxidation of impurities in the molten pig iron. The process begins by charging low-phosphorus pig iron into the pear-shaped converter, followed by the injection of air through tuyères at the base, which oxidizes carbon, silicon, and manganese, generating intense heat and forming a fluid slag dominated by SiO₂ derived from the silicon content of the iron.[31]Central to the chemistry of the acidic process is the enhanced removal of silicon, which serves as the primary heat source through its exothermic oxidation to SiO₂; this oxide then integrates into the slag, promoting the separation of impurities without requiring additional fluxes. The reaction sequence prioritizes silicon elimination before carbon burnout, ensuring efficient decarburization while maintaining process temperatures around 1,600–1,700°C. This variant proved particularly suitable for processing pig iron derived from low-phosphorus ores prevalent in the United Kingdom, such as those from the Cleveland district, which typically contained 1.5–2.5% silicon to support the necessary heat generation and slag formation.[32][33]A key limitation of the acidic Bessemer process is its inability to effectively remove phosphorus from the molten iron, restricting its application to pig iron with phosphorus levels below approximately 0.1%.[34] During oxidation, phosphorus forms P₂O₅, which reacts with the silica in the lining to produce infusible compounds, such as phosphosilicates (e.g., P₂O₅·SiO₂), leading to rapid refractory degradation and process failure. Consequently, high-phosphorus ores could not be utilized without converter damage, necessitating the development of alternative processes for broader ore compatibility.[4][35]Historically, the acidic process dominated early Bessemer steel production, comprising nearly all output in the 1870s as the foundational method for industrial-scale steelmaking before the introduction of phosphorus-tolerant variants. By the late 1870s, it accounted for the majority of Bessemer steel, enabling rapid expansion in steel capacity, particularly in regions with access to suitable low-phosphorus feedstocks. The resulting steel typically features a controlled carbon content of 0.1–0.5% after recarburization with additions like spiegeleisen, yielding a mild steel well-suited for structural applications such as railway rails and wire products due to its uniformity and ductility.[20][31]
Basic Bessemer Process
The basic Bessemer process, also known as the Gilchrist-Thomas process, was introduced between 1875 and 1878 by British metallurgists Sidney Gilchrist Thomas and his cousin Percy Gilchrist. This innovation modified the original Bessemer converter by employing a basic refractory lining composed of dolomite or calcined magnesian limestone, which enabled the effective handling of pig iron with higher phosphorus content that the acidic variant could not process. Unlike the acidic process, which was restricted to low-phosphorus ores due to its siliceous lining forming an acidic slag incapable of phosphorus removal, the basic approach created an alkaline environment conducive to impurity extraction.[36][37]Central to the process was the addition of lime flux during the air-blowing stage, which neutralized acidic oxides and promoted the formation of a basic slag. The chemistry of phosphorus removal relied on the oxidation of dissolved phosphorus in the molten iron, followed by its reaction with calcium oxide to produce calcium phosphate, known as Thomas slag. This can be represented by the overall balanced equation:$4\mathrm{P} + 5\mathrm{O_2} + 6\mathrm{CaO} \rightarrow 2\mathrm{Ca_3(PO_4)_2}The resulting slag, rich in phosphates, could be separated and even repurposed as fertilizer due to its phosphorus content. This mechanism allowed the utilization of high-phosphorus iron ores prevalent in regions like Germany and the Lorraine area, thereby broadening the supply of suitable raw materials for steel production and effectively doubling the pool of economically viable ores in phosphorus-rich deposits.[38][31]To ensure complete phosphorus elimination without compromising steel quality, the air blow in the basic process was conducted more slowly than in the acidic version, lasting 15-25 minutes to allow controlled oxidation and slag formation. This extended duration accommodated the additional chemical reactions needed for dephosphorization while maintaining the converter's integrity under the basic conditions. The advantages of this variant were substantial: it not only overcame the ore limitations of the acidic process but also led to rapid adoption, with basic Bessemer accounting for about 50% of global Bessemer steel output by 1890, particularly in Europe where high-phosphorus ores dominated.
Impact and Legacy
Economic and Industrial Significance
The Bessemer process fundamentally transformed steel production by slashing both the time and cost compared to the labor-intensive puddling method. Whereas the puddling process took about 8-12 hours to yield one ton of wrought iron through manual stirring in reverberatory furnaces, the Bessemer converter achieved the conversion in just 20-30 minutes for batches of several tons, enabling an over 80% reduction in steel prices—from around £40-60 per long ton to £6-7 per long ton.[4][39] This cost efficiency made steel accessible for large-scale use, shifting it from a luxury material to a commodity essential for industrialization.[5]The process catalyzed mass production, propelling global steel output from approximately 0.1 million tons in 1860 to 28 million tons by 1900, as Bessemer converters scaled up operations in major industrial nations like Britain, the United States, and Germany.[40] This surge underpinned expansive infrastructure projects, including railroads—where Bessemer steel rails accounted for about 90% of U.S. rail production by the late 1870s—along with advancements in shipbuilding for ironclads and steamships, and the skeletal frames of early skyscrapers that defined urban skylines.[18][20]Economically, the Bessemer process rippled through supply chains, stimulating coal and iron ore mining to meet surging demand and fostering the growth of dedicated steel manufacturing centers, such as Sheffield in England, a historic hub revitalized by Bessemer technology, and Bethlehem, Pennsylvania, home to the influential Bethlehem Steel Corporation.[5] These developments not only boosted employment in extractive industries but also created new industrial ecosystems around steel mills.[41]From a labor perspective, the process displaced highly skilled puddlers—who relied on artisanal techniques in small batches—with semi-skilled converter operators managing automated air blasts, reflecting broader shifts toward mechanized production as analyzed in modern industrial historiography; this transition reduced the artisanal workforce while expanding factory labor pools.[18][42]
Advantages, Limitations, and Decline
The Bessemer process offered several key advantages that facilitated its initial dominance in steel production. Its most notable strength was its speed, completing the conversion of pig iron to steel in as little as 20-30 minutes per batch, enabling rapid output compared to earlier methods like puddling, which took hours. This efficiency, combined with low fuel costs since the exothermic oxidation reactions generated sufficient heat without additional energy input, made it economically viable for large-scale manufacturing. Additionally, the process's scalability allowed for high-volume production, supporting the mass fabrication of items like steel rails and structural beams essential for railroads and infrastructure expansion.Despite these benefits, the Bessemer process had significant limitations that compromised steel quality and versatility. One major issue was the absorption of nitrogen from the blown air, which caused brittleness in the steel, rendering it unsuitable for applications requiring ductility, such as structural beams or machinery parts. The process was also highly sensitive to impurities in the raw pig iron; for instance, phosphorus content could not be effectively removed in the acidic variant, leading to inconsistent and often brittle products that failed under stress. Furthermore, alloying elements were difficult to incorporate uniformly due to the rapid, uncontrolled reactions, limiting the production of specialized steels.The decline of the Bessemer process began in the late 19th century as superior alternatives emerged, driven by its inability to address quality inconsistencies. The open-hearth process, introduced in the 1860s, gradually overtook it by the early 20th century due to better temperature control, versatility in handling impure ores, and reduced nitrogen contamination, achieving dominance by around 1910. By the 1950s, the electric arc furnace further accelerated obsolescence for its flexibility with scrap metal and precise alloying. Market share statistics reflect this shift: the process accounted for about 80% of U.S. steel production from 1880 to 1895, dropping to roughly 60% by 1900 and less than 5% by 1930 as open-hearth adoption surged. The last Bessemer plant in North America, at Bethlehem Steel, closed in 1968, marking the end of commercial use.[4]Environmentally, the Bessemer process contributed to high emissions of carbon dioxide, nitrogen oxides, and sulfur dioxide from the intense oxidation, along with substantial slag waste, exacerbating air pollution and resource depletion without modern mitigation. In contrast, contemporary methods like recycling-based electric arc furnaces emit far less per ton of steel produced. As a successor, the basic oxygen furnace (BOF), also known as the Linz-Donawitz process developed in the 1950s, refined the Bessemer concept by using pure oxygen instead of air, eliminating nitrogen pickup while maintaining speed and scalability, and becoming the standard for primary steelmaking today.