1.1. The Connection between a Turbocharger and a Spark-Ignition Engine
The transformation of thermal energy into mechanical energy in an internal combustion engine is a very complex process, and its development, under real conditions, is accompanied by large energy losses. In internal combustion engines, in order to achieve the actual cycle, it is necessary to evacuate the gases from the cylinder and to introduce a fresh charge of air or a mixture of air and fuel. During the evacuation of the burned gas, due to the gas-dynamic resistance, the burnt gas pressure continuously varies and remains slightly higher than the atmospheric pressure [
1,
5].
During the intake period, the piston moves from top dead center (TDC) to bottom dead center (BDC), the intake valve is open, and the waste gas pressure begins to decrease to atmospheric value. Subsequently, at the cylinder inlet, the fresh mixture, due to the gas-dynamic resistances in the air supply system (air filter resistance, length and section of pipes, the existence of elbows in the air supply system, the roughness of the pipe walls, the suction resistance of fresh mixture from carburetor at MAS, etc.), the pressure drops below atmospheric.
The decrease in pressure during the intake is accentuated by the increase in engine speed, primarily due to an upsurge in the gas-dynamic resistance and to the increasing speed of the fresh mixing current.
The power of a spark-ignition engine is reliant on the amount of fuel burned in the engine per cycle, and the calorific value of the fuel. At constant dosing and engine speed, doubling the power developed by the engine is possible by doubling the amount of fuel burned in the engine per cycle. In order to maintain the dosage, combustion maintenance requires doubling the amount of air introduced into the engine at higher atmospheric pressure, so that in the same cylinder capacity, at the same speed and at the same dosage, the double amount of fuel can be burned. Thus, the power of the engine is proportional to the air consumption. Increasing air consumption in a four-stroke engine is achieved at the same speed and displacement, most realistically by increasing the density of air. This is currently achieved with a compressor, which compresses the air from the initial inlet pressure p
0 to the pressure p
s, where p
s represents the newly requested pressure at certain engine speeds. The air is compressed at pressures of 0.12, 0.32 MPa [
6,
7].
The amount of fresh charge retained in the cylinder also depends on the degree of evacuation of the cylinder of the burnt gases from the previous cycle. As a result, the intake process must be analyzed in close connection with the parameters that are specific to the exhaust process. The set of phenomena that accompany the evacuation and intake processes represents the exchange of gases, which must be carried out in such a way that as much fresh gas as possible is introduced into the cylinder, in relation to the available volume. A small amount of fresh gas is lost when emptying the burnt gas.
The turbocharger is built with a turbo compressor group, consisting of a centrifugal compressor and a turbine that processes part of the energy of the exhaust gases. The compressor and the turbine are fixed on a common shaft. Although there is no mechanical connection between the compressor and the motor, the unit is self-adjustable. Thus, as the engine speed and load change, the flow rate also changes the burned gas temperature, hence the operating mode of the turbo-compressor. There are two options for achieving a high degree of overfeeding, namely:
1. Increasing the pressure drop in the turbine, therefore increasing the pressure in front of it by opening the exhaust valve earlier, or by a higher advance to the exhaust if necessary.
2. Increasing the gas temperature in the turbine inlet (T
t), which is limited due to the temperature of the vane material to 780, 850 K. When this limit is exceeded, the exhaust gases are diluted with fresh air [
8].
The supercharging achieved by using the exhaust gas energy is performed by turning the kinetic energy of the exhaust gases into mechanical compression work. The transformation of the kinetic energy of the flue gases into mechanical compression work is achieved by means of the turbocharger unit. Turbocharging does not involve the consumption of additional energy as the exhaust gas energy is sufficient to drive the turbine and the compressor.
That is why this method of turbocharging has become one of the most widely used methods. Most four-stroke turbocharged engines use the turbocharger since it improves the engine efficiency. The turbocharger is automatically adapted to the flow and temperature of the exhaust gas. Compared to a naturally aspirated engine, turbocharged engines provide lower emissions in specific applications [
9].
For many turbocharged engine manufacturers, power supply has not been a gain but only a source of accelerating wear by increasing the mechanical and thermal load. This aspect has been brilliantly overcome, currently registering a level of maintainability comparable to that of the main components and aggregates of the engine. This guarantees an operation without major deficiencies of 1 million km, without the need to replace the unit.
For supercharged petrol engines, required remedial measures include:
- -
reducing the compression ratio;
- -
improving the roadholding by considering the quality of additional accessories (brakes, chassis, suspension) in order to tune the car to the new performances of the engine;
- -
calibration of the turbocharger (TS unit) with the engine (perfect cooperation of the TS with the other systems and engine units), which requires a significant number of tests be conducted on stands and on the road;
- -
correction of ignition advance curves;
- -
use of reinforced pistons;
- -
use of a more mechanically and thermally resistant cylinder head gasket;
- -
crankshaft consolidation;
- -
modification of the intake route;
- -
modification of the cooling system, in order to obtain a more intense cooling of the upper part of the cylinders and of the cylinder head near the exhaust valve;
- -
modification of the gas exhaust circuit;
- -
increasing the capacity of the air filter;
- -
the lubrication system is improved through the oil flow increase. If necessary, a radiator is inserted in the oil circuit. Forcibly stressed engines require forced cooling of the pistons.
- -
in the case of a supercharged petrol engine, particular attention must be paid to the study of thermal stresses due to the fact that the motor has a tendency to burn with detonation when stresses upsurge.
Turbocharging also brings advantages, including:
- -
increase of the power per liter (by increasing the dose of the fuel mixture per cycle);
- -
reduction of noise and chemical pollution;
- -
reduction of smoke;
- -
slight reduction in fuel consumption;
- -
increased silence when evacuating gases;
- -
improving the operation in terms of altitude;
- -
reduction of gas dynamic losses;
- -
increasing the elasticity and adaptability of the engine.
1.2. The Way Turbochargers Work
The most popular supercharging solution is based on a gas turbine, and the process is commonly referred to as turbocharging. The gas turbine (centrifugal compressor) is mostly common in small- dimension car engines. Despite its small size, the turbine is efficient due to the high speeds at which it works, ranging between 40,000, ..., 100,000 rot/min.
Figure 3 and
Figure 4 illustrate an exploded view of a turbocharger and the gas flow both through the compressor and the turbine. The compressor assembly consists of a rotary compressor with pallets, housing, air inlet duct, air outlet duct. The compressors used are equipped with an axial air inlet and a radial outlet; the peripheral speed of the pallets can reach 520 m/s.
The composition of the turbine assembly comprises basic elements. The rotor, on which the vanes are arranged, the housing having the typical shape, the radial entrance, the axial output. The vane rotor consists of nickel and chrome alloys, as they must withstand temperatures that can reach 1,050° C.
The compressor and the turbine are fixed on the central part. It contains the bearings of the central axis of the turbine and the lubrication channels. As the turbine shaft reaches very high speeds during operation, it constantly needs lubrication, and the oil also has the role of cooling. As for high heat-required turbines, a liquid cooling circuit may also be needed in addition to the lubrication circuit. The central crankcase includes part of the turbine crankcase and part of the blower crankcase, which form the rigid stator assembly. This assembly must ensure mechanical rigidity capable of blocking the heat flow from the turbine to the blower as well as ensuring the bearings of the common shaft from excessive heating. The wheel assembly can reach speeds of l00,000 ... 150,000 rot/min; therefore, reducing the length of the wheel shaft recommends placing the supports between the blower wheel and the turbine wheel, with the disadvantage that the bearings cannot be reached and must be protected against overheating (mounting “Inboard”, applied to centripetal turbines, where the entry of gases into the turbine is simple, and the installation of the assembly on the exhaust manifold becomes rational) [
5].
The risk of vibration is posed by the overwhelming disproportion between the low mass of the blower wheels (made of aluminum alloys) and the high mass of the turbine wheels (made of refractory steels). Furthermore, the very high speeds require very low bearing loads.
The heat radiated by the turbine tends to diffuse toward the inside of the crankcase, crossing the turbine bearing; therefore, a thermal protective ‘bell’ is inserted between the turbine wheel and the bearing crankcase.
If turbochargers had been designed to produce maximum power at maximum engine speed, they would have increased dimensions and an appreciable weight of rotating moving parts, which would affect the response time in the case of low operating speeds. Reducing the size of the unit is desirable, but this is done so that it produces an acceptable level of power at low speeds and responds promptly to acceleration.
The use of a small turbocharger involves a high operating speed and increases the risk of overpressure. In this situation, the operating speed of the turbine must be reduced, which can be achieved by means of a valve that limits the gas flow.
This valve, commonly known as a “wastegate” in English, is operated by means of a rod that connects to a vacuum capsule, its operation being highlighted in the following figure.
Note: Particular attention must be paid to the adjustment of the control rod with which the vacuum capsule is equipped.
For a turbine, there are two areas of malfunction:
In the case of low speed - the turbine speed is very low. In this case, the air will not be compressed sufficiently by the blower and the engine will not reach the desired parameters (turbo hole or “turbo lag”).
In the case of high speed - the turbine speed is very high. In this case, the air will be compressed more than necessary; therefore, part of the exhaust gas flow will be exhausted through the “by-pass” valve of the turbine (bypass valve), so that the optimum value of compression is not exceeded.
When the turbocharger with by-pass was introduced, an effective compromise solution was chosen (considering that this system exerts no influence over low speeds).
Turbochargers offer significant benefits in terms of boosting engine performance and fuel efficiency, but they are not without their shortcomings. One of the most notable drawbacks is “turbo lag,” a delay in power delivery when accelerating, as the turbocharger takes a moment to spool up and provide boost. Additionally, turbochargers generate heat due to the high-speed rotation of the turbine, which can pose challenges in managing engine temperature. The complexity of turbocharger systems, with components like intercoolers and wastegates, can lead to increased maintenance and repair costs. Durability can be a concern as the extreme conditions within a turbocharger may result in wear and tear over time. Furthermore, the increased exhaust backpressure created by turbochargers may impact engine efficiency and emissions. Turbochargers also rely on a supply of oil for lubrication and cooling, which, if insufficient or inadequately maintained, can lead to damage. The installation and maintenance of turbochargers can be costly, and they may still contribute to emissions, albeit to a lesser extent compared to non-turbocharged engines. Despite these challenges, ongoing advancements in turbocharger technology aim to address these shortcomings and continue to make turbochargers a popular choice for enhancing engine performance and efficiency [
1,
3,
6,
8].
1.4. Electric Drive of the Turbocharger
Hybrid Electric Turbochargers (HETs) are a relatively new and innovative technology in the field of engine turbocharging [
16]. They have garnered significant attention in recent years due to their ability to improve the fuel efficiency and power output of internal combustion engines. In addition, they can also play a key role in reducing the environmental impact of the transportation sector. In this article, we will delve into the environmental impact of HETs, specifically focusing on their ability to reduce emissions and conserve energy.
The design, presented in
Figure 5, of HETs involves the integration of an electric motor with a traditional turbocharger. This integration allows for improved responsiveness and control over the turbocharger. The electric motor, which is much smaller than that of a full-fledged electric vehicle, is positioned between the turbocharger’s turbine and compressor [
16]. It is powered by a battery that can be charged through regenerative braking or other means [
16].
They are designed to provide improved engine performance, efficiency, and reduced emissions by combining the advantages of both electric and mechanical turbocharging [
17]. HETs consist of a traditional turbocharger and an electric motor-generator that is integrated into the turbocharger’s shaft [
18]. The electric motor provides additional boost at low engine speeds, while the traditional turbocharger takes over at higher engine speeds [
19]. The electric motor in HETs is typically coupled to the engine’s shaft, but the coupling may not always be direct. It depends on the specific design and the intended purpose. In some cases, the electric motor might be connected directly to the engine’s shaft, allowing it to work in tandem with the engine. However, in other designs, the electric motor might be connected to a generator that produces electricity to power the electric motor. The motor can be engaged or disengaged as needed, depending on the power requirements and efficiency goals. The specifications of the electric motor in HETs, including speed, power, torque, and energy consumption, can vary widely depending on the specific application and design. These specifications are determined based on the intended use and the performance requirements of the system.
HETs are a promising technology that combine the benefits of turbocharging and electrification. HETs use an electric motor to spin the turbocharger’s compressor wheel, providing instant boost to the engine, resulting in improved engine performance and fuel efficiency. In addition to these benefits, HETs offer improved engine response and reduced emissions, making them a compelling solution for the automotive industry [
16].
This solution entails the connection of the generator to the turbine shaft. It fulfils the function of a motor and uses the energy stored in batteries to rotate the turbine shaft. The electric drive of the turbine is used when the engine is not running, during braking, when the accelerator pedal is not depressed. Generally, the speed of the turbocharger would decrease if it was not electrically driven. This function is particularly important because, by keeping the turbine at a high speed, even when the exhaust gas speed is low (throttle closed), the phenomenon of “turbo-lag” is prevented (delaying the turbine’s response to acceleration pressure / throttle opening). Since the turbine is being maintained at operating speed by the electric motor, the boost pressure is therefore preserved, eliminating the “turbo- lag”, so when the acceleration is pressed again, the turbine no longer needs the time necessary to increase the speed and therefore increases the pressure [
11,
15,
20].
From the design point of view, the electric motor in HETs serves a crucial role in controlling the speed of the turbocharger. It can be used to spin the turbocharger at low engine speeds, improving engine response and reducing turbo lag [
16]. Additionally, the electric motor can be used to spool up the turbocharger more quickly, providing boost at low engine speeds, where traditional turbochargers may struggle to provide enough boost [
17]. This results in improved engine performance, reduced fuel consumption, and lower emissions [
18]. It must be integrated seamlessly with the engine to ensure proper functioning. The battery used to power the electric motor must also be properly sized and positioned to ensure reliable performance [
19]. Furthermore, the electronic control unit (ECU) used to manage the HET system must be designed to ensure that it can properly control the turbocharger, battery, and engine [
21].
In the following, several effective solutions that have been adopted by major engine manufacturers are presented.
The technical solution implemented by one of the Formula 1 teams [22,23 consists of a turbo-compressor unit located between the two halves described by the V6 configuration of the engine, the exhaust galleries on one side and the other join in the turbine. The motor generator is located between the turbine and the compressor [
10,
24].
Using this exhaust gas recovery system, in conjunction with a braking energy recovery system, brings additional power to the wheels of up to 120 kW [
25].
Other manufacturers have adopted similar solutions [
17]. They are presented in
Figure 6 and
Figure 7.
The electric drive of the turbine is particularly useful in the production of vehicles in the case of overtaking. For example, on a one-way street, a vehicle traveling at a higher speed catches up with a slower vehicle, such as a truck, and is forced to brake if it does not have conditions to overtake.
When the vehicle brakes, the turbine speed decreases, so that when the acceleration is resumed in order to overtake, there is sufficient waiting time until the turbine turns again.
The electric drive of the turbine eliminates the waiting time and inserts fresh air into the engine at the appropriate boost pressure as if the turbine were driven by exhaust gases. This is particularly helpful in order to overtake faster, the engine torque being available when you press the accelerator without having to wait. Switching from drive motor mode to generator mode is done automatically and is controlled by the engine computer.
A sensor on the throttle or on the pedal determines whether or not the engine is running, and thus the motor generator is operated accordingly.
Another key environmental benefit of HETs is their ability to conserve energy. The electric turbocharger, integrated into the HET system, is powered by a motor, which can be powered by an external energy source such as a battery or a fuel cell. This allows for energy to be stored and used to provide instant boost when needed, reducing the amount of energy required from the engine and improving its overall efficiency.
For example, a study by Dong et al. [
13] found that a HET system increased the fuel efficiency of a diesel engine by up to 7% compared to a conventional turbocharger. This improvement in fuel efficiency translates into a reduction in energy consumption and a corresponding reduction in greenhouse gas emissions.
In addition, HETs also offer the potential to conserve energy through the use of regenerative braking. This is because the motor, integrated into the HET system, can act as a generator during deceleration, converting the kinetic energy of the vehicle into electrical energy, which can be stored in a battery or a fuel cell. This stored energy can then be used to provide instant boost when needed, reducing the amount of energy required from the engine and improving its overall efficiency.
In terms of environmental impact, HETs have the potential to reduce emissions and improve fuel efficiency compared to traditional turbochargers. By providing instant boost, HETs can reduce the engine’s reliance on the throttle, leading to reduced pumping losses and improved fuel efficiency. Additionally, HETs can reduce engine out emissions by providing improved air/fuel mixing and more efficient combustion. Furthermore, HETs can be designed to harvest energy from the engine’s exhaust stream, which would otherwise be wasted, to generate electricity for the vehicle’s systems [
18]. HETs can lead to improved fuel efficiency by providing additional power to the engine when needed, reducing the need for larger, less fuel-efficient engines. The fuel consumption benefits can vary based on the vehicle type, driving conditions, and the degree of hybridization [
18].
It should be noted that the environmental impact of HETs is highly dependent on the system’s design and how it is integrated into the vehicle. For example, the energy source used to spin the turbocharger can significantly impact the overall environmental impact of the system. Using regenerative braking to power the turbocharger can result in a net reduction in emissions, while using the battery to power the turbocharger can result in a net increase in emissions [
19].
Overall, HETs offer a number of potential benefits for the automotive industry, including improved engine performance and fuel efficiency, reduced emissions, and improved engine response. However, the full potential of HETs can only be realized through careful system design and integration into the vehicle.
In addition, HETs also offer the potential to reduce emissions by enabling the use of downsized engines. This is because the electric turbocharger can compensate for the reduced air flow caused by downsized engines, ensuring that the engine operates at optimal conditions. A few studies [
22,
26] found that a HET system improved the fuel efficiency and reduced emissions of a downsized engine by up to 15%.
Improving the performance and efficiency of HETs is crucial for the widespread adoption of this technology in the automotive industry. Here are some ways to improve HETs:
Improved Battery Technology: The battery used to power the electric motor in HETs has a significant impact on the performance and efficiency of the system. Improving the technology used in the battery, such as using more advanced materials, can result in improved energy density and a more compact battery design [
27]. This can result in better performance, increased efficiency, and a reduction in overall weight.
Increased Electric Motor Efficiency: The efficiency of the electric motor in HETs can also be improved. This can be achieved by using more advanced materials and manufacturing processes, as well as optimizing the motor’s design [
28]. Improving the efficiency of the electric motor can result in improved performance and increased fuel efficiency.
Advanced Control Strategies: The ECU used to manage the HET system can also be improved. Advanced control strategies, such as real-time monitoring of engine performance, can be used to optimize the operation of the HET system [
29]. This can result in improved performance and increased fuel efficiency.
Integration with Engine Management Systems: HETs can be integrated with the engine management system to provide improved performance and efficiency [
30]. This integration can result in a more seamless and efficient operation of the engine, as well as improved performance and fuel efficiency.
Improved Turbocharger Design: The traditional turbocharger in HETs can also be improved. This can be achieved by using more advanced materials, as well as optimizing the design of the turbocharger [
31]. Improving the turbocharger can result in improved performance, increased efficiency, and reduced emissions.
In the realm of HETs, several notable challenges warrant attention during the design process. Firstly, the incorporation of electric components and associated power electronics can introduce heightened complexity and elevated manufacturing and maintenance costs. Moreover, the augmented weight and size stemming from electric motor integration may affect the overall balance and weight distribution of the system, calling for a meticulous design approach [
32]. Challenges also arise in the integration of HETs into pre-existing engine configurations, necessitating careful engineering to ensure seamless compatibility and performance optimization. Additionally, the reliance on electrical components within HETs necessitates a heightened focus on system reliability to mitigate potential electrical faults [
33,
34].
When contemplating the utility of HETs in marine diesel engines, several potential advantages come to the fore. [
12] HETs can contribute to heightened fuel efficiency by providing supplementary power during acceleration and high thrust demand scenarios, thereby reducing fuel consumption and operational expenses. Their aptitude for emissions reduction aligns with stringent environmental regulations in the maritime sector, particularly in the context of the International Maritime Organization’s emissions standards. The maritime industry is witnessing a notable trend toward hybrid and electric propulsion systems, which extends the applicability of HETs in this domain. Furthermore, their efficacy is particularly pronounced for vessels with diverse operational profiles that require a dynamic response to varying power demands. In sum, HETs possess significant potential for enhancing the efficiency and environmental sustainability of marine diesel engines [
35,
36,
37].
Designing HETs is a multifaceted endeavor fraught with intricate challenges, with particular attention dedicated to rotor dynamics within the shaft train layout. Key considerations encompass achieving precise balance among rotating components to mitigate vibrations and reduce bearing wear, selecting the appropriate bearing type and size to accommodate load capacity and operating speed while maintaining reliability, adhering to maximum bearing operating speeds to prevent premature failure, establishing an effective lubrication system to minimize friction and heat generation, carefully selecting materials for rotor components to withstand high temperatures and mechanical stress, adapting to variable speed operation to ensure system stability and efficiency, addressing electromagnetic interference concerns arising from electrical integration, designing for durability and reliability under diverse operational conditions, and prioritizing safety by mitigating mechanical failure risks [
38,
39].