There are few blessings without a curse hidden inside, nor curses without a whiff of blessing. Like most things, it’s a matter of how you look at it.
Joe Abercrombie, Isern, “A Little Hatred”
In this article your humble servant will attempt to shed more light on the ancient “Mystery of Steel.”
This story does not begin on a dark Scottish moor, nor on a foggy London night in a drawing room with the door inexplicably locked from the inside concealing bloody mayhem splattered across intricately carved linenfold oak paneling; Rather, it begins in an ordinary woodworking shop. And it goes something like this.
The Brittle Edge
The curtain rises on a humble detached workshop where, unbeknownst to our victim, an erstwhile woodworker we shall call “Woody,” dastardly events are about to unfold (cue the deep, ominous music). It’s really just an old dilapidated garage, but it’s Woody’s kingdom and he is master here, or so his bench cat allows him to imagine. He’s expecting us, so we’ll just go on in.
Make sure the door is firmly closed behind you now; It tends to stick and Woody’s bench dog loves to jet out and root around in the neighbor’s garbage. No mystery about why they call the fuzzy little leg-humper “Stinky.” (ツ)
Pine and cedar plane shavings litter the floor of Woody’s shop and their fragrant aroma fills the air erasing the mutt funk. Autumn sunlight filters gently through the single dusty window as sawdust motes dance above a limp bench cat sleeping at the far end of the workbench dreaming of buffalo wings and big-eyed kittens. All appears well in Woody World.
Woody’s sitting at his workbench on his white Smith & Wesson padded stool where he has just unpacked his new chisel, admired it, checked the fit, finish and edge, and appears quite satisfied. He lays out a test mortise hole on a piece of scrap oak, picks up his gennou hammer (the one with the classic Kosaburo head and the sexy Osage Orange handle that turned out so well), and begins to chop a test mortise. But, wait!… Something’s not right!
With trembling hands, Woody examines the chisel’s cutting edge to discover the last thousandth of an inch or so has changed from smooth and sharp to ragged and dull. “Nooooo!” Woody wails as he lifts his arms to the ceiling, arches his back, and slumps to the floor on his knees in a pose reminiscent of Sergent Elias in that poignant moment on a battlefield in Vietnam; “I have been betrayed!” he cries with wavering voice. Yes, Woody’s a talented and enthusiastic drama queen in the Smeagle mold; Maybe even good enough to run for the US Congress.
Another of Woody’s qualifications for high public office is that he dearly loves to pull a cork, so while he walks to the corner Piggly Wiggly to get a 5th of tequila to anesthetize his emotional shock and refill his thespian fuel tanks, let’s take a load off and sit on his workshop sofa over there while I explain the cause of his emotional fragility. Yep, you’re right; It’s a recycled bench seat from an old Dodge Power Wagon he salvaged from a junkyard and converted to a sofa for watching ballgames and taking naps in the shop away from the jaundiced eye of “She Who Must Be Obeyed.” Don’t worry about your pretty pink dress, princess, it’s just honest sawdust.
With tools, tequila, and the mystery of steel involved, this could be a long story, so let’s consider how to solve this particular mystery before Woody gets back and starts up his caterwauling again.
But just so you don’t become discouraged, let me state right now that there is a tunnel at the end of the light, and that while all seems dark and hopeless to Woody now, he may actually have reason to rejoice greatly! But we’ll get back to that later in the story.
Your humble servant always asks the following questions when someone complains of a chipped cutting edge on a chisel or plane. When Woody gets back, and if he manages to remain coherent and vertical long enough, we’ll ask him these same questions. If your blades are causing you grief, you should consider asking yourself these questions too. Jose Cuervo and acting skills are not required.
What sort of quality is your problem chisel? Low? Medium? High? How do you know? This is relevant because a poor-quality chisel will fail just by looking at it too hard;
What type of chisel is it? A striking chisel or a paring chisel? Each type of chisel is used for different tasks and in different ways;
What and how were you cutting when the edge failed? This is important because some woods are best cut in a different manner than others, and some cuts require a special approach if we are to avoid damaging the chisel;
What is the bevel angle? If the angle is much less than the ideal for the type of chisel, plane, cut and wood, we may have found the culprit. Finding the perfect angle for your chisel and situation may take some experimentation;
How did the edge fail? Did it crumble? Chip? Roll? A combo failure (with cheese)? This will tell us a lot about the tool.
Was the wood you were cutting dirty? Did it contain embedded grit? This is an important question because many people carelessly use their valuable chisels, planes and powertools to cut hard minerals instead of scrumptious wood. The lesson? Don’t be a slob: Scrub your wood with a steel brush before cutting it. And saw off the last 3~4 millimeters off both ends of every board, or at least chamfer the ends with a block plane, drawknife or knife to remove the grit always embedded in end grain, before you put it through your jointer, thickness planner or tablesaw, or cut it with handsaws, planes or chisel. If you have not made a habit of doing this, don your scratchy sackcloth tidy whities, smear ashes on your face, then repent and be baptized because you have been abusing your innocent tools, Bubba. Clean your wood and you will notice the difference. Strange that no one I have ever asked this question to has admitted to using dirty, stony wood at first. The reason is usually simply that they didn’t realize it was filthy until I pointed it out to them, just as it was pointed out to me many years ago. What’s that you say? You don’t have a stiff steel wire brush in your toolbox?! Shame on you;
Did you abuse the chisel by trying to lever wood out of the cut, a mortise for instance? This is a common cause of failure. People accustomed to using amateur-grade tools with soft cutting edges frequently discover the edge of their new chisel has chipped after using it like a cheap Chinese screwdriver to lever waste, never imagining the harder and more brittle steel of a quality chisel might be damaged. Such boorish behavior voids the warranty on our chisels, BTW, because a chisel is a cutting tool, not a prybar, can opener, or paint stirrer, much less a screwdriver.
Did your answers to these questions suggest any remedial action to you? The best answer to Question 1 is often to procure a better-performing tool.
But if your tool is professional-grade instead of hardware-store grade, then you may need to learn how to use it and maintain it properly. But that is a story for another day.
Let us shift our attention briefly to another, related mystery, one that has more to do with human nature.
Why Are the Blades of So Many Modern Tools Mediocre Performers?
It wasn’t always that way, but there are sound business reasons why chisel and plane blades are such poor performers nowadays, even in Japan, and like many things, it boils down to money. The numbers of craftsmen that routinely use handtools has decreased, and therefore the demand for professional-grade tools is way down. In Western countries the degradation of tool standards started even earlier.
In this situation, and where customer expectations are as high as an earthworm’s vest pocket, mediocre tools are simply more profitable for manufacturers and retailers. After all, low-quality materials are cheaper and it only takes ordinary machines and minimum-wage factory workers, not expensive trained blacksmiths, to make tool-shaped objects from mediocre-quality materials. Professional woodworkers won’t touch such crap, but amateurs, the inexperienced and those bewildered souls who judge performance based solely on lowest cost buy them by the ton.
More now than ever, “sustainability” is given pious, pompous lip-service, while the reality of modern society is that high-volume sales of colorful but poor-quality tools designed to meet planned obsolescence goals, manufactured in lots of thousands by Chinese farmers, and destined to become early landfill stuffing has become the only viable business model left standing. Gofigga.
More importantly, even if they would do better if given half a chance, inexperienced amateurs seldom have anyone to teach them how to use and maintain their tools, so they never learn proper maintenance principles and cutting techniques. When they damage their woodworking tool blades carelessly, they blame the tool supplier for their own failure. As Mr. T would say: “I pity the fool.”
Faced with this sort of consumer, it is simply easier and more profitable for tool companies to manufacture, and for retailers to sell, chisels and planes with softer, tougher blades suited to amateurs. I think you can see the vicious cycle.
A Non-technical Technical Explanation
Your humble servant’s earlier comment that Woody may have cause to rejoice about what appears to be metallurgical malfeasance may cause some Gentle Readers to wonder if I am mad as a sack of owls; Perhaps my most excellent aluminum-foil skull cap (the one with purty curly copper wires) malfunctioned permitting those icky inter-dimensional aliens’ mind-control waves to leak through.
Like our absent drama queen, I too was devastated when first faced with a manifestation of the Mystery of the Brittle Blade many years ago, but I can now explain why it may be sign of a blessing instead of a curse. It’s elementary dear Watson. But I think it best to provide some background and explain some time proven solutions before presenting the good news. Steak before ice-cream, you see.
I beg the indulgence of knowledgeable Gentle Readers who feel insulted by the lack of temperature curve drawings and jargon such as “pearlite,” “martensite” and “ austentite,” and ask them to understand that, while this blog is focused primarily on informing our professional Beloved Customers, many Gentle Readers require a less technical explanation. Simple hospitality demands that your humble servant make an effort to provide useful insight to a wide range of Gentle Readers. As a dude wearing a skirt and sandals in a movie once said: “ Are you not entertained?”
Quenching the Blade
When a blacksmith quenches a high-carbon steel blade in water in the ancient manner (called “Yakiire” 焼き入れ in Japanese which translates to “burn in” in English), the steel suffers a thermal shock, sometimes severe enough to crack it. This violent cooling also causes a peculiar crystalline structure to form in the metal, one that causes it to become harder and increase in volume, and even to warp to some degree. The casual observer may imagine the water cools the entire blade uniformly, but ‘tain’t so.
Those areas of the blade that cool the quickest form the highest volume of crystals and become hardest. In the case of chisels, planes, and kiridashi knives, the end of the blade has the most exposure to water, cools quickest, and therefore becomes hardest, at least during the first quench.
The blacksmith may carefully repeat the heating and quenching process multiple times, sometimes varying the heat time and temperature to achieve the desired crystalline structure and uniform distribution of small, hard carbides that define “fine-grained steel,” but the quenching process by itself always leaves the blade too hard and too brittle to be useful as-is.
Tempering the Blade
Now that the blade is hardened, indeed too hard, the blacksmith must mellow the steel, reducing its hardness while at the same time increasing its toughness by carefully reheating and cooling the steel to modify the crystallized steel in a process called “tempering,” in English and “yakimodoshi “ 焼戻し ( literally “ burn return” ) in Japanese. In this way, a steel blade hardened to Rc85 degrees during the first quench, indeed brittle enough to break into pieces if dropped onto a concrete floor, can be softened to a useful hardness while becoming at the same time much tougher.
In materials science and metallurgy, toughness is defined as the ability of a material to absorb energy and elastically deform without fracturing. To “elastically deform” means an object changes shape or deforms when pressure is applied, but returns to its original shape when the pressure is removed. For example, if you clamp one end of a piece of mild-steel wire in a vise and apply a little force with your hand at the other end it will bend at first and then spring back to its original shape when you remove pressure. This is called “elastic deformation.” But if you apply enough pressure the wire will not spring back (“rebound”) but will remain bent. This permanent bend is called “plastic deformation.” Mild steel wire is truly “tough as nails.”
Glass is the opposite case. While it exhibits more elastic deformation than most people realize it can, it will tolerate no plastic deformation, because when the stresses in glass reach the “yield point,” instead of bending plastically, it breaks.
A brittle blade is hard but not tough, and while it will elastically deform a little bit (often so little it’s unnoticeable), it too easily breaks. Proper tempering therefore, is critical to obtain useful toughness.
But this reduction in hardness and increase in toughness brought about through tempering is not always 100% uniform, and as mentioned above, the extreme cutting edge of the blade of a chisel or plane tends to be hardest and therefore most brittle in the case of hand-forged tools, even after tempering. The cheap, mass-production solution is to simply make the entire blade softer, say Rc55 for example, so brittleness will never be a problem. But such a tool is more a sharpened screwdriver than a cutting tool suited to the needs of professional woodworkers, IMHO.
I’m being too harsh, you say? Not even a little bit. A soft blade dulls quickly, wastes the professional woodworker’s time and money, and is irritating instead of useful. Perfect for turning screws, spreading spackle or stirring paint but not much good for quickly and precisely cutting lots of wood for pay, thank you very much.
Solutions 1 & 2
The Mystery we are investigating on Woody’s behalf is as ancient as steel itself. And of course there are reliable ancient solutions our blacksmiths employ. Let’s consider two of them.
First, create a crystalline structure in the blade through hand-forging that is more resistant to fracturing than ordinary steel regardless of its hardness. This doesn’t happen by accident.
Second, employ painstaking heat-treatment techniques combined with uncompromising quality control to achieve the right balance of hardness vs. toughness.
To help control the heat-treat process, our blacksmiths apply a special mud-like compound to specific areas of the blade to slow down the thermal shock during the quench and improve the steel’s crystalline structure. Every blacksmith has their own “secret sauce,” so I can’t tell you what it’s made from. This technique is not perfect nor unique to Japan, but we know it has been successfully used by Japanese swordsmiths for at least 900+ years
It ain’t rocket surgery, but factory workers in Guangzhou or Mumbai can’t do it.
So, we have discussed the reasons, and some solutions, but what to do about a blade that’s already chippy?
Assuming the blade has been forged by an expert blacksmith in accordance with the principles outlined above, the fix to chippiness (oops, did I coin a word?) is to be patient and sharpen the blade three or four times removing the extra-brittle steel exposed at the cutting edge, the area that became harder and less tough than the rest of the blade during the heat-treating process. With few exceptions, the blade will then “calm down” and stop misbehaving.
This is the solution we ask our Beloved Customers to employ when this problem infrequently arises. It requires faith, and patience, but it almost always works.
The last solution, and one I certainly do not recommend to anyone except as a last resort, is to heat the cutting edge under a candle flame. Not an acetylene torch; Not a propane torch; Not even a butane lighter; A candle flame only. You want the extreme cutting edge to become just a smidge hotter than you can comfortably touch with your bare finger. Don’t heat the entire blade, just the cutting edge.
BIG FRIKIN DISCLAIMER 1: This method won’t fix a poor-quality blade or one that was initially ruined during forging or heat-treat.
BIG FRIKIN DISCLAIMER 2: If you are careless and do this wrong you can easily ruin the blade!
But what insanity made me say that Woody should rejoice when the cutting edge of his new chisel crumbles? I assure you, my reasoning is sound, I have Woody’s best interests at heart, and I will explain all to him when he sobers up. Probably tomorrow afternoon, at this rate. (ツ)
But I’ll explain it to you now, if you will be good enough to get me a root beer to wet my whistle from Woody’s cooler over there. No, that’s not a Class M-3 Model B-9 General Utility Non-Theorizing Environmental Control Robot, it’s one of those mini-fridges sitting on two skateboards with a shop-vac wrapped in Christmas lights perched on top that Woody puts out on his front porch for Halloween to thrill the kids and to keep a sufficient stash of cold adult beverages, and root beer too, of course, close at hand. He’s very practical that way. Oh, BTW, please don’t tell SWMBO about the adult beverages, or you’ll ruin a great Halloween tradition and preclude many erudite discussions in the future: Vino Veritas
Ahh, that’s better. Nothing like an ice-cold root beer.
Now where was I? Oh yes, the reason for my optimism: A high-quality blade that crumbles like Woody’s did when brand new, and mellows after a few sharpenings, is highly likely to be an exceptionally fine tool!
On the other hand, a blade that is too soft when new will never crumble or chip, but it will always quickly dull and never improve. A veritable gasket scraper. (个_个)
There are exceptions, of course: some hand-forged blades are defective and crumbly from beginning to end, usually a result of overheating the steel during the forging process, a rookie mistake. You should return such a defective blade to the retailer you purchased it from. If, however, to save a few bucks, you rolled the dice and bought a tool without a warranty, or purchased it from an online auction, you will need to enlist the services of Murphy’s two bubbly buddies Mr. Doodly and Mr. Squat.
Somehow I doubt Woody will thank me for solving this piece of the Mystery of Steel for him, but I am confident he will love the flavor of that chisel for the rest of his life.
PS: If you found this interesting, you may find other posts regarding the Mystery of Steel found in our “Sharpening Series” interesting too. The one at this link in particular is relevant to this discussion.
If you have questions or would like to learn more about our tools, please click the “Pricelist” link here or at the top of the page and use the “Contact Us” form located immediately below.
Please share your insights and comments with everyone in the form located further below labeled “Leave a Reply.” We aren’t evil Google, fascist facebook, or thuggish Twitter and so won’t sell, share, or profitably “misplace” your information. May I gag on a hairball if I lie.
The things that will destroy America are prosperity-at-any-price, peace-at-any-price, safety-first instead of duty-first, the love of soft living, and the get-rich-quick theory of life.
The terms White Steel and Blue Steel frequently pop up in discussions about Japanese woodworking tools and kitchen knives. The usual misunderstandings abound in those discussions and BS takes majestic wing.
In this article your humble unworthy servant will try to share some accurate information sourced directly from the steel manufacturer, ancient blacksmiths that actually work these steels, and Japanese professional craftsmen paid to make sawdust and shavings using these steels instead of the usual soft-handed shopkeepers and self-proclaimed experts pontificating from their Mom’s basement.
We will begin by studying some etymology of two of Japan’s most famous modern tool steels. We will then drop into history class to discuss ancient domestic Japanese steel, and then shift our attention to why these modern steels came into being. After that, we will go to metallurgy class, but without most of the technical jargon, to understand what chemicals these steels contain and why. We will also outline the defining performance characteristics of those same two steels in the case of woodworking tools.
For those who enjoy more technical details combined with pretty pictures, we have concluded with the results of a brief but very informative materials engineering study.
There’s much work to be done, so please stretch your muscles and ready your BS shovel.
Product Designations: Yellow, White & Blue and Label Steels
These terms refer to tool steels manufactured by Hitachi Metals, Ltd. (HML) in their plant located in Yasugi City in Shimane Prefecture, Japan. If you are into woodworking tools or Japanese cutlery you have probably heard of them.
Hitachi, Ltd., founded in 1910, is one of Japan’s largest and most prestigious manufacturers. Its subsidiary, Hitachi Metals, Ltd., was established in 1956 primarily through acquisitions.
“White Steel” is an abbreviated translation of HML’s nomenclature of “Shirogamiko” 白紙鋼, which directly translates to “White Paper Steel.” Likewise, “Blue Steel” is an abbreviation of “Blue Paper Steel,” the translation of “Aogamiko” 青紙鋼.
Just as “Johnnie Walker Blue” is the product name of a Scottish whiskey with a blue label pasted onto the bottle, Aogami is the designation of a particular formulation of high-carbon tool steel with a blue-colored paper label pasted onto it by the steel mill. It’s that simple.
While Johnny Walker may be kind sorta yellow in hue, it is definitely not tinted blue anymore than JW Red Label is sangre. Likewise, the color of Hitachi Metal’s tool steels do not vary in color, only their labels do. If someone tells you they can tell the difference between these steels by simply looking at them, tell them to give you a nickle and pull the other one, releasing musical greenhouse gas to entertain the world.
There are those who insist they can tell the difference between steels by licking them. Our feline masters see this as further evidence that some humans are just not right in the head.
Since your humble servant can read and write Japanese, I feel foolish calling these materials White Steel or Blue Steel as many in English-speaking countries do, so prefer to call them Yellow Label Steel, White Label Steel or Blue Label Steel in English, or Kigami, Aogami, or Shirogami steel. Please excuse this affectation.
Now that product nomenclature and feline psychoanalyses is out of the way, let’s go back in time a few hundred years. My tardis is that blue box just over there. A change into period-correct wardrobe will not be necessary, but please put away your iPhone and try to not embarrass me in front of the locals by holding it over your head and wailing “There’s no signal!!” if you will be so kind.
Traditional Japanese Steel: Tamahagane
Tamahagane, written 玉鋼 in Chinese characters, which translates to “Jewel Steel” and is pronounced tah/mah/ha/gah/neh, is famous as the steel traditionally used to forge Japanese swords, prior to the importation of steel from overseas, beginning with products from the Andrews Steel mill in England. It was once used for all steel production in Japan.
Before Admiral Perry’s black ships re-opened the many kingdoms and fiefdoms scattered across the islands that now comprise modern Japan, the only local source for natural iron was a material called Satetsu, a loose surface iron written 砂鉄 in Chinese characters, meaning ”sand iron,” and pronounced sah/teh/tsu. Satetsu looks exactly like black sand. It is quite common throughout the world, as you may discover if you drag a magnet through a dark sandy river or over a black beach.
Typically found in rivers and estuaries, for many centuries the area around Yasugi City in Shimane Prefecture was a prime source.
Satetsu was historically harvested in Japan using dredges and sluices creating horrendous environmental damage. Fortunately, the days of wholesale estuary destruction are in Japan’s past.
Although Aluminum is the most abundant metal found on the third rock from the sun, iron is said to make up 34% of the earth’s mass. Japanese satetsu as harvested is a fairly pure form of iron lacking nearly all the problematic impurities typically found in iron ore extracted from mines.
Historically, satetsu was refined in rather crude furnaces called ” tatara” yielding clumps of brittle, excessively-high carbon steel. This “bloomery” technique is not unique to Japan, although many Japanese mistakenly believe it is.
Steel produced this way in the West is called “bloom steel.” Blacksmiths hammer, fold, and re-hammer these crumbly lumps to remove impurities and reduce/distribute desirable carbon forming the more homogeneous Tamahagane steel. This webpage has some interesting photos of tamahagane.
Tatara furnaces are still operated today producing Tamahagane in limited quantities for use by registered sword smiths. Tool blacksmiths use Tamahagane occasionally too out of interest in traditional materials and methods. It is expensive and difficult to work, with lots of waste.
A sawsmith on the island of Shikoku in Japan who was active both before and after the availability of British steel is recorded as saying that imported Western steel increased saw production efficiency in his area tenfold. Clearly, Tamahagane was a very labor intensive material.
Mr. Kosuke Iwasaki, a famous Japanese metallurgist and blacksmith, described forging Tamahagane as being like “hammering butter” because it flattened and spread too quickly and unpredictably, at least compared to modern steels.
Besides its peculiar forging characteristics, compared to modern tool steels Tamahagane is a difficult material infamous for being easily ruined and extremely sensitive to temperature during all phases of forging and heat treatment. These traits have created a traditional sensitivity among Japanese blacksmiths regarding precise temperature control, a beneficial habit when working the tool steels discussed herein.
In use, tools made from Tamahagane behave differently from modern commercial steel, or so I am told. I own and use a straight razor custom forged from Tamahagane for me many years ago by Mr. Iwasaki. I also own antique Scheffield and German razors, but my Iwasaki razor puts them all to shame in terms of sharpness, edge retention, and ease of sharpening. I also own a couple of antique Tamahagane saws, but I have not used them much, nor have I used Tamahagane chisels, planes or knives, so my experience is limited to this one wickedly sharp little blade.
Why do I bother Gentle Reader with this story of ancient techniques and obscure products no longer viable? Simply because Tamahagane and the cutting tools and weapons it was once used to produce profoundly influenced both Japan’s history and the Japanese people’s attitude towards weapons and cutting tools, in your humble servant’s opinion.
Although imported Western steel served Japan well during its ramp-up to modernity, the memory of the performance of cutting tools made from Tamahagane remained alive in the national memory. Indeed, I am convinced the Japanese people’s love and fear of sharp things is not only psychological but genetic, although I have not seen any studies on the “sharpness gene.” But that is a story I will save for the next time we are enjoying a mug of hot coco together around the iori fire on a moonlit Autumn night. May that evening come soon.
Modern Japanese Tool Steels
Enough ancient history. Let’s jump back into the tardis and travel to the late 1950’s to consider a few modern steels. Yes, you can turn your mobile phone back on once inside, but reception may be poor for a few centuries. No you can’t bring back souvenirs. I don’t care what Doctor Whatsit did with his tardis, we are responsible time travelers and will avoid creating causal conundrums. Besides, the import taxes are pure murder. And please, do be careful no little children slip inside with you.
When Japan began to mass-produce commercial steel from imported pig iron using modern techniques, the first standard tool steel produced was identical to Western steels, including the impurities. These are still available today as the “SK” series of steels as defined by Japan Industrial Standards (JIS).
Eventually, to satisfy the irrepressible sharpness gene of their domestic customers, Japanese blacksmiths and tool manufacturers pressured Japanese steel companies to develop products with fewer impurities and with performance characteristics approaching traditional Tamahagane.
Rising to the challenge, Hitachi Metals endeavored to replicate the performance of Tamagane using modern smelting techniques and imported pig iron and scrap metal instead of expensive and environmentally unsustainable satetsu.
Hitachi purchased and modernized an old steel plant in Yasugi City for this purpose. They formulated the best steel they could make using the best pig iron they could find, mostly from Sweden, an area famous for hundreds of years for producing especially pure iron ore. The results were Shirogami Steel (pronounced she/roh/gah/mee/koh 白紙鋼), Aogami Steel (pronounced aoh/gah/mee/koh 青紙鋼), and Kigami Steel (pronounced kee/gah/me/koh and written黄紙鋼) meaning “Yellow Label Steel.” Later, they developed Aogami Super steel (青紙スパー ) and Silver Label Steel (stainless steel). Each of these products are available in various subgroups, each having a unique chemical formulation.
For a time, Hitachi marketed some of these steels with the “Tamahagane” designation. Problematic, that. Indeed, many saws and knives were stamped “Tamahagane” when these steels were first introduced.
With the explosive popularity of Japanese knives overseas, several Japanese manufacturers have once again adopted the deceptive practice of labeling their products as being made from “Tamahagane” despite being made of common steels and even stainless steels. Because these spurious representations were and continue to be made for the purpose of increasing profits for companies that clearly know better, in your humble servant’s opinion even the stinky label of BS is too good for them.
Caveat emptor, baby.
We tend to think of steel as a hard metallic thing, but lo and behold, ’tis a chemical compound!
Few chemicals humans dabble with are absolutely pure, and while White Label, Blue Label, and Yellow Label steels contain exceptionally low amounts of undesirable contaminants, they do exist. Dealing with the negative impacts of these impurities has been the bane of blacksmiths since the iron age.
The most common undesirable impurities found in commercial iron include Phosphorus (reduces ductility, increases brittleness, and messes with heat treating), Silicon (a useful chemical that increases strength, but too much decreases impact resistance), and Sulfur (a demonic chemical that reduces strength, increases brittleness and gleefully promotes warping). Obviously, something must be done about these bad boys.
Some people imagine that, through the Alchemy of Science (a term that’s recently lost nearly all its value through adulteration and profiteering by dishonest “scientists”), impurities are simply “disappeared” from steel during smelting. While some impurities can be eliminated through heat and chemical reactions, it is not possible to reduce the content of those listed above to insignificant levels through smelting alone.
Undesirable chemicals, including those listed above, can be tolerated in steel to some degree because, like arsenic in drinking water and carbon monoxide in air, below certain levels they cause no significant harm. The best solution we have discovered is to reduce the concentration of impurities to acceptable levels by using ore and scrap that contains low levels of impurities to begin with, and constantly test, and either reject or dilute the ”pot” as necessary to keep impurities below acceptable levels. This practice is known as “Solution by Dilution.”
White Label steel is plain high-carbon steel without other additives, while Blue Label, Silver Label, and Aogami Super steels have various chemicals added to achieve specific performance criteria. Please see the flowchart below.
Production Flowchart of Yellow Label, White Label, Blue Label, and Super Aogami Steels
Another technique used to mitigate the negative effects of impurities found in steel ore is to add chemicals such as chrome, molybdenum, vanadium, tungsten to the pot producing “high-alloy” steels that can be more predictably forged and heat-treated, are less likely to crack and warp, and will reliably develop useful crystalline structures despite detrimental impurities. Such high-alloy steels can reliably produce useful tools in mass-production situations by unskilled labor and with minimal manpower spent on quality control. But regardless of the hype, such chemicals do not improve sharpness or make sharpening easier. Indeed, the exact opposite is true.
The table below is a summary of a few tool steels in Hitachi Metal’s Japanese-language catalogue. A PDF can be found at this LINK.
Gentle Reader will notice that White Label and Blue Label steels both have the same minute allowable amounts of impurities such as Silicon, Phosphorus, and Sulfur.
Chemical Table of White Label, Blue Label and Aogami Super Steels
Chemical Table of White Label and Blue Label steels as well as Aogami Super (this table can be scrolled left~right)
Carbon of course is the element that changes soft iron into hardenable steel, so all five steels listed in the table above contain carbon, but you will notice that White Label No.1 has more carbon than White Label No.2. Likewise, Blue Label No.1 has more carbon than Blue Label No.2.
The greater the carbon content, the harder the steel can be made, but with increased hardness comes increased brittleness, so White Label No.1 is likely to produce a chisel with a harder, more brittle blade than one made of White Label No.2.
With impurities and carbon content the same, the chemical difference between White Label No.1 and Blue Label No. 1 then is the addition of chrome and tungsten, elements which make the steel much easier to heat treat, and reduce warping and cracking, thereby yielding fewer defects with less work. Chrome, and especially tungsten, are expensive chemicals that make Blue Label steel costlier than White Label steel, but with easier quality control and fewer rejects, overall production costs are reduced.
White Label No.2 steel makes a wonderful saw, but the plates and teeth of saws forged from White Label No.1 tend to be fragile unless the blacksmith removes excess carbon during forging to improve toughness. This is entirely within the skillset of an experienced blacksmith, and can even occur by accident.
In the case of chisels, plane blades, and kitchen knives intended for professional use, White Label No.1 is the first choice of Japanese professionals followed by Blue Label No.1 steel.
Where high performance at less cost is required, Blue Label No.1 is often preferred.
All things considered, and this is a critical point to understand, compared to White Label steel, Blue Label steel is easier to forge and heat-treat, and more productive despite being a more expensive material. Indeed, many blacksmiths and all mass-producers prefer Blue Label steel over White Label steel, when given a choice, because it is easier to use and more profitable, not because it makes a superior blade.
Many wholesalers and retailers insist that Blue Label steel is superior to White Label steel because, as a material, it is costlier and contains elements that make it more resistant to wear and “abrasion,” intimating that it will stay sharper longer. To the easily deceived and those who do not follow this blog this may make perfect sense. But when wise Gentle Readers hear this sort of nonsense they will know to quickly put on their flippers and floaties in time to keep their heads above the stinky, brown flood of BS about to engulf them.
Wise Beloved Customers who choose blades forged from Blue Label steel will do so because they know that Blue Label steel makes a fine blade at less cost than White Label steel, not because Blue Label steel blades are superior in performance. Moreover, regardless of the steel used, they will always purchase blades forged by blacksmiths that possess the requisite dedication and have mastered the skills and QC procedures necessary to routinely produce high-quality blades from the more temperamental White Label steel. The reasons are made clear in the Technical Example below.
Quenching & Tempering
The process of hardening steel, called “heat treatment,” (in Japanese “netsu shori” 熱処理）is key to making useful tools.
High-alloy steels vary in this regard, but in the case of plain high-carbon steels, the two primary stages (with various intermediate steps we won’t touch on) of heat treatment are called “quenching” and “tempering.”
In the case of quenching, the steel is heated to a specific temperature, maintained at that temperature for a set amount of time, and then plunged into either water or oil, locking the dissolved carbon in the steel forming a rigid crystalline structure containing hard carbide particles.
After this process the steel is brittle enough to shatter if dropped onto a concrete floor, for instance, and not suitable for tools, so further measures are necessary.
The next step in the heat-treatment process is called “tempering,” a process that adjusts the rigid crystalline structures created during the quench, losing some carbides, but making the steel less brittle and much tougher.
This is achieved by reheating the steel to a set temperature for a set period of time and then cooling it in a specific way. This heating and cooling process can happen in air (e.g oven), oil, or even lead. All that really matters is the temperature curve applied. Every blacksmith has their own preferences and procedures.
With that ridiculously overly-simplified explanation out of the way, let’s next take a gander at the “Quench Temp” row in the table above which indicates the acceptable range of temperatures within which each steel can be quenched to successfully achieve proper hardness. If quenching is attempted outside these ranges, hardening will fail and the blade may be ruined.
In the case of White Label steel, Gentle Reader will observe that the quenching temperature range is listed as 760～800°C, or 40°C. Please note that this is a very narrow range to both judge and maintain in the case of yellow-hot steel, demanding a sharp, well-trained eye, a good thermometer, proper preparation, and speedy, decisive action, not to mention a thorough purging of iron pixies from the workplace.
Just to make things worse, even within this allowable range, a shift of temperature too far one way or the other will significantly impact the quality of the resulting crystalline structure, so the actual temperature variation within the recommended quench temp range an excellent blacksmith will aim for is more like ± 10˚C.
In the modern world with easily-controlled gas fires, consistent electric blowers, and reliable infrared thermometers, this target can be hit through training and diligent attention, but not that long ago it was seen as a supernatural achievement performed in the dark of night by wizards. I kid thee not.
Compare this range of quenching temps to those for Blue Label steel with an acceptable quenching temperature range of 760～830°C, or 70°C of range, a 75% increase over White Label steel. That’s huge.
Let’s next consider the recommended tempering temperatures.
For White Label steel, Hitachi’s recommended tempering temperatures are 180～220°C, or 40°C of range. Blue Label steel’s temperatures are 160～230°C, or 70°C of range, once again, a 75% greater safety margin.
The practical temperature range for quenching and tempering Blue Label steel is still quite narrow, but this increase in the allowable margin of error makes the job a lot easier, such that Blue Label Steel is much less risky to heat-treat successfully than White Label steel.
Judging and maintaining proper temperatures during forging, quenching and tempering operations is where all blacksmiths, without exception, fail when they first begin working plain high-carbon steel. The guidance of a patient master, time and perseverance are necessary to develop the knack. Experience matters.
I hope the discussion this far at least partially brings into focus the challenges these two steels present to the blacksmith.
If you seek greater light and knowledge, please look online to find similar data for many of the popular high-alloy tool steels. Comparing those numbers to White Label steel and Blue Label steel will help you understand why mass-producers of tools, with their lowest-possible-cost mindset, minimal quality control efforts, and virtually untrained workforce of peasant farmers, lawn-care professionals and fast-food restaurant workers prefer them for making the sharpened screwdrivers represented as chisels nowadays.
Warping & Cracking
A huge advantage of chrome and tungsten additives is that they reduce warping and cracking significantly. This matters because a blacksmith using a plain high-carbon steel like White Label steel must anticipate the amount of warpage that will occur during quenching, and then shape the chisel, knife, or plane blade in the opposite direction so that the blade straightens out when quenched. This exercise requires a lot of experience to get right consistently, making White Label steel totally unsuitable for mass-production.
Steel is a magical material. When yellow hot, the carbon dissolves and disperses relatively freely within the iron matrix. Anneal the steel by heating it and then cooling it slowly and the carbon molecules will migrate and gather into relatively isolated clumps with little crystalline structure leaving the steel soft.
But if the steel is heated to the right temperature and suddenly cooled by quenching, the carbon is denied the time and freedom it had during the annealing process, instead becoming locked into the iron matrix forming a hard, rigid crystalline structure. This rigid iron/carbon crystalline structure has a significantly greater volume than pure iron, which is why the blade wants to warp when quenched.
Adding chrome and tungsten and other chemicals reduces this tendency to warp.
Sword blades are an interesting example. A Japanese sword blade is typically shaped either straight or curved towards the cutting edge before quenching, but during quenching the blade warps and curves without encouragement from, and despite the efforts of, the blacksmith. The skill and experience required to accurately anticipate the degree of warpage generated and the resulting curvature of the blade, and then compensate while shaping the blade before quenching to achieve the desired curvature post-quench is not something one learns in just a few months or even years.
Unlike Tamahagane, however, modern high-alloy commercial steels contain large amounts of chemicals such as chrome, tungsten, molybdenum, vanadium, etc., with the result that tools made from these steels warp less, and exhibit far fewer shrinkage cracks.
Aogami Super is another HML product listed in the table and flowchart above. It’s an interesting steel, containing more carbon than both White Label steel and Blue Label steel and a lot more tungsten than regular Blue Label steel. Consequently, it is even more expensive. Aogami Super was originally developed as a high-speed tool steel especially resistant to wear. There are much better steels available for this role now, but Aogami Super is still hanging in there.
But all is not blue bunnies and fairy farts because high-alloy steels have some disadvantages too.
Those who hype high-alloy steels always praise to the heavens the “wear-resistant” properties Chrome and Tungsten additives afford. When the subject is woodworking handtool blades, however, please understand the meaning of “wear resistant” includes “not very sharp,” and “a bitch to sharpen.”
Tungsten makes the steel warp less and expands the heat-treat and tempering temperature ranges significantly leading to fewer defects during production. But the addition of tungsten also produces larger, tougher crystals that simply can’t be made as sharp as White Label No.1, and that makes the blade much more difficult, unpleasant, and time consuming to sharpen, all while wasting more sharpening stone material in the process.
White Label steel has no additives other than carbon. It does not need additives to compensate for or to dilute impurities because its production begins with exceptionally pure pig iron, and carefully tested and sorted scrap metal. Both White Label and Blue Label steels, if properly hand-forged and heat treated by an experienced blacksmith with high quality standards, will have many more and much smaller carbide clumps distributed more evenly throughout the iron crystalline matrix producing a ” fine-grained” steel of the sort coveted since ancient times.
On the subject of scrap metal, this is not necessarily a negative thing. In fact, nearly all tool steels available nowadays contain high percentages of scrap metal content because it is simply too cost-effective to ignore. Careful sourcing and testing are the keys to using scrap metal advantageously.
I hope Gentle Reader may found the voyage in the tardis, and the chemical information presented above interesting, but it may not have clearly answered your questions about the performance differences between these steels, and when presented a choice, which one you should purchase. Your humble servant has been asked and answered these questions hundreds of times, and while only you can decide which steel is best for you, your humble servant will be so bold as to share with you the viewpoint of the Japanese blacksmith and woodworking professional.
Long story short, in the case of planes and chisels, the typical choices of steel are still White Label No.1, White Label No.2 or Blue Label No.1. These steels will not be available much longer.
If you are dealing with honest blacksmiths and honest/knowledgeable retailers with experience actually using, not just talking about and selling, tools, you will have observed that a specific plane blade, for instance one made from Blue Label steel, will cost less than the same blade made from White Label steel, despite Blue Label steel being a more costly material.
At C&S Tools a 70mm White Label No.1 steel plane blade cost 77% more than one made from Blue Label No.1. This means that the blacksmith’s average cost in terms of his labor (overhead, forging and shaping costs being equal) is also around 77% greater than Blue Label steel, a direct reflection of his potential additional time expenditure and material wastage due defects such as cracking or excessive warping. This a constant risk for the blacksmith making professional-grade blades, the mitigation of which he must include in his production costs if he is to continue to keep a roof over his family’s heads.
So the dishonesty of charging more for products forged from Blue Label or Aogami Super steel is repugnant to your humble servant and should be to Beloved Customers too. But I digress.
White Label steel simply warps and cracks more, but when failure occurs it only becomes apparent after all the work of laminating, forging, shaping and quenching are complete. Ruined steel cannot be reliably re-forged or re-used, so all the material and labor costs up to the point of failure are simply wasted like an expectation of honest news from CNN. It is not a material for careless people or newbies.
So if White Label steel blades are riskier to make, with more wastage, and therefore more expensive, what are the performance characteristics that make White Label steel blades a favorite with professional Japanese craftsmen?
There are two primary reasons: First, properly made White Label steel blades can be made sharper. This makes the craftsman’s work go quicker and more precisely. But don’t forget that this additional sharpness is entirely dependent on the user’s sharpening skills and his willingness to maintain his blades to that higher level.
Second, properly made White Label steel blades are quicker and more pleasant to sharpen, making it easier to routinely obtain the extra sharpness mentioned in the previous paragraph. That sums it up.
To some people, especially those that use edged tools professionally all day long, these differences matter a great deal; To others, not so much.
Is White Label steel worth the extra cost? I think so, but the performance differential is not huge, and only someone with advanced sharpening skills will be able to take full advantage of the difference. For most people on a tight budget, or in the case of woodworking situations where sharpness is not critical, and sharpening speed and pleasure are not driving factors, then a less-expensive Blue Label steel blade is perhaps a better choice. It absolutely makes a fine tool that does a great job of cutting wood.
The Wise Man’s Q&A
Let’s shovel some more BS out of the way by performing the mandatory experiment of taking a high-quality White Label steel blade and a high-quality Blue Label steel blade, sharpening them identically using the best stones and advanced technique, test them to cut some wood, and then consider the answers to the following two important questions:
Question 1: Will the additional sharpness obtainable from a White Label steel plane blade create a smoother, shinier finish surface on wood than a Blue Label steel blade?
Answer 1: Definitely no; But since the blade started out a little sharper, it will cut wood a little better, a little longer. These results will depend on the skills of the user, of course.
Question 2: In the case where edge-retention, cutting speed, and cutting precision are more important than a shiny finish, which absolutely applies to chisels and knives, will the additional sharpness of a properly made and proficiently sharpened White Label steel blade improve a woodworking tool’s cutting speed, edge-retention, precision and control?
Answer 2: Absolutely yes; On condition that the user possesses and exercises the skills to achieve and maintain that extra degree of sharpness. There is a reason sharpening has always been the first essential skill in woodworking.
These are the reasons why we don’t even offer chisels made from Blue Label steel, or even White Label No.2 with its lower-carbon content, and resulting reduced hardness.
But whether plane blade, chisel or knife, a properly forged and heat-treated blade made by an experienced professional blacksmith from simple White Label steel will always be quicker and more pleasant to sharpen than one made of Blue Label steel with its added sticky chrome and hard tungsten. To the professional that has the need for the additional sharpness, and also possesses the skills necessary to produce and maintain it, that’s a difference many find worth the extra cost.
I daresay many of our Beloved Customers agree.
A Technical Example
You may find the metallurgical technical terms below difficult to follow, but perhaps an example with pretty pictures will help bring things into focus. Please see this informative article by Niigata Prefecture’s Prefectural Central Technical Support Center. If you input the URL into Google and use the translate feature a decent English-language version may magically appear. Or not. Some of the key results are copied below.
The steel being tested in the study outlined below is White Label No.2 steel (row 2 on page 4 of the Hitachi catalogue pdf). They heat-treated seven samples, tested their hardness, and listed the results. In each case, the quench temp varied from 750˚~900˚C (1382˚~1652˚F) in water, but the tempering temp was kept constant at 180˚C (356˚F).
The best results can be seen in Figure 4 below at a tempering temperature of 775˚C (1427˚F) producing the finest, most uniform crystalline (Austentite) structure. Lower temps are not as good. Higher temps are worse. A 25˚ variation one way or the other made a big difference.
So let’s examine how the crystalline structure changes with different temperatures as seen in the photos below.
The white stuff visible in the photographs is Ferrite (iron), while the black stuff is spherical carbide (Cementite). When Ferrite and Cementite meld, a desirable hard crystalline structure called Martensite is formed, although there are several steps in between we will not touch on. This subtle molecular change is the essence of the ancient Mystery of Steel, and the keystone to modern civilization.
Fig.1 shows the steel before heat treatment begins. Notice how the soft iron Ferrite and spherical carbon Cementite are isolated from each other indicative of little crystalline structure and a soft metal. No significant Martensite is visible.
The graph in Fig.2 below shows Vickers Hardness on the vertical axis and quench temperature (with a 20 minute soak) on the horizontal axis. Notice how hardness makes a big jump between 750˚C and 775˚C. This 25˚ range is the sweet spot.
Fig. 3 below shows the crystalline structure at a quench temp in water of 750˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This is 10˚C below the manufacturer’s recommended quench temp. Notice how the iron Ferrite and spherical carbon Cementite are mixing, forming some gray-colored Martensite, but there are still big lakes of Ferrite visible. Better, but not yet good.
Fig. 4 below shows the crystalline structure at a quench temp in water of 775˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Notice how the iron Ferrite and spherical carbon Cementite are well-mixed forming pretty grey Martensite, indicating that this is close to the ideal quench and tempering protocol; The sweet spot. The crystalline structure shows few lakes of iron Ferrite or islands of spherical carbon. This organization is typical of durable, hard, fine-grained steel. A mere 25˚C increase in quench temp has yielded a large improvement.
Fig. 5 below shows the crystalline structure at a quench temp in water of 800˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This is still within the quench temp range recommended by Hitachi. Notice how the Ferrite and spherical carbon Cementite are still fairly well-mixed, but the dark spherical carbon is becoming a bit more isolated from the Ferrite forming more, darker groupings. While the Martensite formed is still quite adequate, the performance of this steel may not be as ideal as that in Fig. 4. Notice also that the hardness of the steel has dropped slightly.
Fig. 6 below shows the crystalline structure at a quench temp in water of 825˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Notice how the crystalline structure has become less uniform than in Fig 5 after only a 25˚ increase in quenching temp.
Fig. 7 below shows the crystalline structure at a quench temp in water of 850˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. This time, a mere 25˚ increase in quenching temp has resulted in significant degradation in the uniformity of the crystalline structure as well as reduced hardness.
Fig. 8 below shows the crystalline structure at a quench temp in water of 875˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Once again, significant degradation in the uniformity of the crystalline structure and loss of Martensite is apparent.
Fig. 9 below shows the crystalline structure at a quench temp in water of 900˚C, after a 20 min. soak, followed by tempering at 180˚C for one hour, followed by air cooling. Gentle Reader will notice the many white tissues that have developed in addition to tempered martensite. The fibrous-appearing white stuff is considered retained Austenite, a formation that can later be converted into hard Martensite with some effort. Once again, just a 25˚ increase in quenching temp has resulted in significant degradation in the uniformity of the crystalline structure as well as reduced hardness.
Clearly, Shirogami No.2 steel is a very good tool steel, but it’s sensitivity to heat-treatment technique, and the necessity for knowledge, experience and care in working it are also clear.
What should Gentle Reader take away from this technical presentation?
The first thing to understand is that plain, high-purity, high-carbon steel that has been skillfully forged, quenched and tempered will exhibit the finest, most evenly-distributed hard carbides in a uniform crystalline steel structure mankind can economically produce. Such steel will become sharper than any other metal from which a practical chisel or plane blade can be forged.
This fact has not changed since ancient times, regardless of the hype and marketing of the mass-producers who can at best achieve comparatively mediocre results using modern high-alloy steels.
The second thing to understand is that, while it is not difficult to make high-carbon steel hard, nor to temper it to make a durable product, producing a uniform, durable crystalline structure that will become very sharp, will be especially resistant to dulling, and can be sharpened quickly requires serious skills of the sort that only result from many years of study under a master, and dogged commitment to quality control, especially temperature control and timing.
If steel is the lock, then the crystalline structure the blacksmith creates in high-carbon steel through his skill, diligence and dedication is the key to the Mystery of Steel. It’s a lock and key mankind has been using since ancient times, a combination that is the foundation of our modern, extremely wealthy civilization. But it’s only been a handful of decades since we developed the technology that made it possible to really understand why the key opens the lock. Rejoice, Gentle Reader, for you live in technologically enlightened times!
I hope this discussion has been more helpful than confusing.
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