Introduction
Electric fields provide a means of controlling the organization, transport, and mechanical response of particles suspended in fluids. Particle motion is governed by electric forces and torques and by their coupling to the surrounding fluid. In electrorheological suspensions, anisotropic polarization interactions promote chains and columns whose resistance to deformation produces a field-dependent yield stress [3 ] [1, 2]. Their response under flow depends on the competition between electric and hydrodynamic forces and the resulting particle rearrangements [4 , 5 , 6 , 7 , 8 ] ; structural relaxation also contributes to their oscillatory mechanical response [9 ] . Nonuniform fields instead exert a net dielectrophoretic force [10 ] , which has been used to characterize, separate, position, and pattern biological cells and to manipulate smaller biological objects [11 , 12 ] . These applications exploit the dependence of polarization on material properties, field frequency, and the electrical response of the suspending medium.
Electric fields can also drive flow in the surrounding fluid. In induced-charge electro-osmosis, an applied field acts on the diffuse charge that it induces near a polarizable surface, producing fluid motion whose characteristic speed is quadratic in the field at weak forcing [13 , 14 ] . Breaking the symmetry of this flow can produce fluid pumping or propel a suspended particle [15 ] , as demonstrated by the electrophoresis of metallodielectric Janus particles [16 ] . Surface heterogeneity also permits field-controlled assembly and changes in collective organization [17 , 18 , 19 ] . Particle shape and nearby electrodes further modify propulsion, hydrodynamic trapping, and electric orientation or rotation [20 , 21 , 22 ] . Although the charge distributions and forcing protocols differ among these systems, they share a coupling between polarization, interfacial charge transport, and the motion of the surrounding fluid.
Here we focus on leaky dielectric particles, for which finite electrical conduction and charge relaxation are essential. The Taylor–Melcher description treats the bulk phases as electrically neutral, with conduction obeying Ohm’s law, while allowing free charge to accumulate at their interface [23 , 24 ] . The interfacial charge is governed by the balance of conduction currents and surface convection; the associated Maxwell stress couples the electric field to the fluid motion. For deformable drops, tangential electric stresses drive interfacial circulation, which can redistribute surface charge and modify the drop deformation. For rigid particles, electric forces and torques can drive translation and rotation, coupling particle motion to charge relaxation. Rotation redistributes surface charge, while translation through a nonuniform electric field changes the field experienced by the particle. This feedback becomes important when charge relaxation and particle motion occur on comparable time scales [24 , 25 ] .
Quincke rotation is a particularly direct manifestation of this feedback: an initially stationary, isotropic particle spontaneously rotates in a uniform, time-independent electric field [26 , 27 , 28 ] . When charge relaxes more slowly inside the particle than in the fluid, the relaxing part of the induced dipole is antiparallel to the imposed field. A small perturbation tilts the relaxing component of the induced dipole, generating an electric torque that can amplify the perturbation. Above a critical field, the feedback between rotation and surface-charge convection destabilizes the nonrotating state. The resulting steady rotation is sustained by electric torque balancing viscous resistance. In the ideal inertialess problem for an isolated sphere, the rotation axis lies perpendicular to the field but its azimuth is arbitrary. With rotational inertia, the dynamics can be richer: experiments on insulating rotors have demonstrated transitions from steady rotation to chaotic motion, including Lorenz-type chaos [29 , 30 ] .
Quincke rotation also affects suspension rheology and electrical transport. Experiments show that it can reduce the apparent viscosity by assisting an imposed shear [31 ] , while weak shear can reorient the rotation axes and alter the low-shear response [32 ] . The competition between shear, electric attraction, and rotationally generated flow can produce layering and phase separation [33 ] . Viscosity reduction also increases capillary flow rates and changes pressure-driven velocity profiles [34 , 35 ] . Although theory predicts negative apparent viscosity in suitable regimes [36 ] , the pressure-driven experiments found a reduction without reaching negative viscosity [35 ] . Continuum theories coupling particle rotation to the fluid predict polar ordering and spontaneous flows, including flow below the isolated-particle critical field [37 , 38 ] . Quincke rotation also enhances the electrical conductivity of the suspension [39 , 40 ] . These effects connect the rotational instability to suspension microstructure and macroscopic transport in the bulk.
Near a solid boundary, hydrodynamic coupling converts Quincke rotation into translation, producing self-propelled colloidal rollers. These particles continually convert externally supplied electrical energy into motion and have become a model system for investigating active matter. Their motion and interactions can be described through the electric potential and fluid flow, governed by Laplace’s and Stokes equations and coupled through surface-charge dynamics. Populations of spherical rollers form traveling bands and macroscopically directed polar fluids through interactions mediated by the electric field and the surrounding fluid [41 ] . Confinement organizes this motion into persistent vortices [42 ] . Disorder can redirect a flock into sparse channels and eventually destroy polar order [43 ] , whereas obstacles in an annular track can induce repeated flow reversals or arrays of counter-rotating vortices [44 ] .
The electrical driving also provides control over the persistence and collective dynamics of the motion. Pulsing the field allows charge to relax between runs, producing tunable run-and-tumble trajectories and dynamic clustering [45 ] . In larger populations, pulsed driving supports spontaneous shock waves whose fronts propagate faster than the particles they entrain [46 ] . Attraction generated by electrohydrodynamic flow can compete with Quincke propulsion: in experiments on small spherical rollers, initially compact crystallites become motile and continually reshape, merge, and split before dispersing into an active gas as the field increases [47 ] . The field therefore controls several coupled processes, including propulsion, charge memory, and the interactions responsible for aggregation.
Particle shape introduces further ways of converting rotation into transport. Calculations for asymmetric rigid particles show that Quincke rotation can generate propulsion in a bulk fluid, without a nearby wall [48 ] . Experiments with pear-shaped rollers reveal field-dependent curved trajectories and collective states ranging from vortices to rotating flocks [49 ] ; their chiral motion can also suppress long-wavelength density fluctuations while preserving structure at intermediate scales [50 ] . Quincke dumbbells exhibit spinning and orbital motion, and collisions can bind them into rotating tetramers and larger clusters [51 ] . Magnetic control offers an additional independent handle: magnetic Quincke rollers form active chains and can be steered or confined by magnetic fields [52 ] , while other magnetic particles exhibit coexisting rolling directions parallel and perpendicular to the field [53 ] .
Recent experiments also extend the dynamics beyond steady spinning. Small colloids near electrodes can undergo sustained Quincke oscillations, for which ion transport and the spatial variation of conductivity near the electrode are essential [54 ] . Interactions between these oscillators produce simultaneous phase synchronization and alignment of the oscillation axes, with different collective organization in dilute suspensions and dense clusters [55 ] . In a distinct realization with spatially anchored, three-dimensionally printed Quincke micromotors, interactions organize neighboring motors into alternating rotation directions, coherent precession, and propagating phase waves [56 ] . These systems highlight the importance of coupled rotational dynamics, although their oscillation or precession phases are different from the azimuthal orientation of the steady rotating state of an isotropic sphere.
A common ingredient in these diverse collective behaviors is the interaction between electrically driven particles, mediated by both the electric field and the surrounding fluid. Each particle perturbs the local electric field and fluid vorticity experienced by its neighbors, modifying their rotation speeds, selecting their rotation axes, and shifting the critical field for instability. Near a solid boundary, additional electric and hydrodynamic interactions with the surface complicate this coupling. An unbounded fluid therefore provides a simpler starting point for establishing the particle–particle interaction physics.
Previous work developed a far-field model for two Quincke spheres that captured geometry-dependent changes in onset and coupled rotational and translational dynamics [25 ] . Its self-consistent coupled equations provide useful predictions and retain selected higher-order interaction contributions, but these do not constitute a complete asymptotic expansion at those higher orders. We refer to the coupled equations as the unexpanded dipole–rotlet model. Direct numerical simulations have also resolved hydrodynamic interactions between Quincke rollers near a substrate, including lubrication effects [57 ] . Those calculations represent electrical interactions through dipoles and prescribe the Quincke rotation speed from an isolated-particle steady solution.
Here, we study two identical spheres at a fixed separation and orientation in an unbounded fluid subject to a uniform dc electric field. Freezing the pair geometry isolates the local rotational coupling relevant to a suspension. Starting from electric dipole and hydrodynamic rotlet interactions, we develop the first systematic multiple-scale asymptotic theory of the coupled rotational dynamics of two particles undergoing Quincke rotation, covering regimes both near and away from onset. Two effects limit a regular far-field expansion. Because every rotation axis perpendicular to the field is equally possible for an isolated sphere, weak interactions can turn the axes slowly. A correction calculated with fixed axes then grows in time. Independently, the decay rate of rotation-magnitude perturbations vanishes at onset, so the interaction correction can cease to be small even for widely separated particles.
Away from onset, a multiple-scale expansion with a fast and a slow time gives phase equations describing the evolution and selection of the rotation axes. Near onset, we take the distance from the isolated critical field to be of the same order as the interaction strength R − 3 R^{-3} R − 3 and expand about the critical non-rotating state. The resulting detuned multiple-scale expansion gives coupled amplitude equations that determine the critical fields, nonlinear saturation, and stability of competing rotation patterns. We separate the electric and hydrodynamic contributions to these dynamics.
We also develop a new boundary-element formulation for two interacting spheres undergoing Quincke rotation. This extends the boundary element method (BEM) previously used for isolated drops [58 ] and isolated rigid particles [48 ] to the coupled two-particle problem. The simulations evolve surface charge on both spheres and resolve their electric and hydrodynamic interactions through the coupled boundary-value problems. They provide a numerical benchmark for the asymptotic theory and the unexpanded dipole–rotlet model at finite separation.
Section II describes the problem set-up, governing equations and dimensionless parameters. Sections III–V develop the regular expansion and slow phase equations away from onset, then establish their near-onset limitation. Sections VI–VIII derive the near-onset amplitude equations and their rotation patterns, critical fields, and interaction mechanisms. Section IX returns to steady speeds away from onset, before Secs. X and XI present the BEM formulation and comparisons.
Problem set-up
We consider two identical rigid spheres of radius a a a in an unbounded weakly conducting Newtonian fluid subject to a uniform dc electric field E 0 e z E_0\boldsymbol{e}_z E 0 e z . The geometry is illustrated in Figure 1 . To isolate rotational coupling, we freeze the pair separation and orientation while the surface charge and angular velocities evolve. In a suspension, free translation would also change the pair configuration [59 ] . The hydrodynamic calculation is performed with the electric torques prescribed and the net forces on both spheres set to zero. The resulting translational velocities are discarded. The fluid has permittivity ϵ 1 \epsilon_1 ϵ 1 , conductivity σ 1 \sigma_1 σ 1 , and viscosity μ \mu μ ; the particle properties are ϵ 2 \epsilon_2 ϵ 2 and σ 2 \sigma_2 σ 2 . We neglect inertia, bulk free charge, and surface conduction.
Figure 1. Geometry of two identical Quincke rotors in a uniform dc electric field E 0 e z E_0\boldsymbol{e}_z E 0 e z . The centres are located at x c , 1 \boldsymbol{x}_{c,1} x c , 1 and x c , 2 \boldsymbol{x}_{c,2} x c , 2 , with separation vector R R ^ R\hat{\boldsymbol{R}} R R ^ and lengths scaled by the sphere radius a a a . The pair angle Θ \Theta Θ is the angle between the line of centres and the external electric field. The curved arrows illustrate a counter-rotating state.
The material contrasts and Maxwell–Wagner relaxation time are
ϵ 21 = ϵ 2 − ϵ 1 ϵ 2 + 2 ϵ 1 , σ 21 = σ 2 − σ 1 σ 2 + 2 σ 1 , τ M W = ϵ 2 + 2 ϵ 1 σ 2 + 2 σ 1 . (1) \epsilon_{21} = \frac{\epsilon_2-\epsilon_1}{\epsilon_2+2\epsilon_1}, \quad\sigma_{21} = \frac{\sigma_2-\sigma_1}{\sigma_2+2\sigma_1}, \quad\tau_{\mathrm{MW}} = \frac{\epsilon_2+2\epsilon_1}{\sigma_2+2\sigma_1}. \tag*{(1)} ϵ 21 = ϵ 2 + 2 ϵ 1 ϵ 2 − ϵ 1 , σ 21 = σ 2 + 2 σ 1 σ 2 − σ 1 , τ MW = σ 2 + 2 σ 1 ϵ 2 + 2 ϵ 1 . (1)
Lengths, time, electric fields, dipole coefficients, and angular velocities are scaled by a a a , τ M W \tau_{\mathrm{MW}} τ MW , E 0 E_0 E 0 , a 3 E 0 a^3E_0 a 3 E 0 , and τ M W − 1 \tau_{\mathrm{MW}}^{-1} τ MW − 1 , respectively. For sphere i i i , we denote the dimensionless dipole coefficient, local electric field, and angular velocity by P i \boldsymbol{P}_i P i , E i \boldsymbol{E}_i E i , and Ω i \boldsymbol{\Omega}_i Ω i . The normalization of P i \boldsymbol{P}_i P i is such that the physical dipole moment is P i p h y s = 4 π ϵ 1 a 3 E 0 P i \boldsymbol{P}_i^{\mathrm{phys}}=4\pi\epsilon_1a^3E_0\boldsymbol{P}_i P i phys = 4 π ϵ 1 a 3 E 0 P i . The dimensionless Mason number is
M a = 2 μ τ M W ϵ 1 E 0 2 . (2) \mathrm{Ma}=\frac{2\mu}{\tau_{\mathrm{MW}}\epsilon_1E_0^2}. \tag*{(2)} Ma = τ MW ϵ 1 E 0 2 2 μ . (2)
The Mason number compares the viscous stress μ / τ M W \mu/\tau_{\mathrm{MW}} μ / τ MW with the electric stress ϵ 1 E 0 2 \epsilon_1E_0^2 ϵ 1 E 0 2 . Define the isolated critical Mason number by
M a c = ϵ 21 − σ 21 > 0. (3) \mathrm{Ma}_c=\epsilon_{21}-\sigma_{21}>0. \tag*{(3)} Ma c = ϵ 21 − σ 21 > 0. (3)
The positivity condition permits Quincke rotation and is equivalent to τ 2 > τ 1 \tau_2>\tau_1 τ 2 > τ 1 , where τ 1 = ϵ 1 / σ 1 \tau_1=\epsilon_1/\sigma_1 τ 1 = ϵ 1 / σ 1 and τ 2 = ϵ 2 / σ 2 \tau_2=\epsilon_2/\sigma_2 τ 2 = ϵ 2 / σ 2 are the bulk charge-relaxation times of the fluid and particle. For an isolated sphere, the nonrotating state becomes unstable when M a < M a c \mathrm{Ma}<\mathrm{Ma}_{c} Ma < Ma c , or equivalently E 0 > E c ( 0 ) E_{0}>E_{c}^{(0)} E 0 > E c ( 0 ) , where
E c ( 0 ) = [ 2 μ ϵ 1 τ M W M a c ] 1 / 2 . (4) E_{c}^{(0)}=\left[\frac{2\mu}{\epsilon_{1}\tau_{\mathrm{MW}}\mathrm{Ma}_{c}}\right]^{1/2}. \tag*{(4)} E c ( 0 ) = [ ϵ 1 τ MW Ma c 2 μ ] 1/2 . (4)
This is the critical electric field for Quincke rotation of an isolated sphere [25 ] . Interactions modify the onset field according to the pair separation and orientation, as determined below.
Let x c , i x_{c,i} x c , i denote the dimensionless centre of sphere i i i . The separation and pair-axis direction are defined by
x c , 2 − x c , 1 = R R ^ , ∣ R ^ ∣ = 1. (5) \boldsymbol{x}_{c,2}-\boldsymbol{x}_{c,1}=R\widehat{\boldsymbol{R}},\qquad\lvert\widehat{\boldsymbol{R}}\rvert=1. \tag*{(5)} x c , 2 − x c , 1 = R R , ∣ R ∣ = 1. (5)
We consider the far-field regime R ≫ 1 R\gg1 R ≫ 1 and define
δ = R − 3 , Π = I − 3 R ^ R ^ , cos Θ = R ^ ⋅ e z . (6) \delta=R^{-3},\qquad\boldsymbol{\Pi}=\boldsymbol{I}-3\widehat{\boldsymbol{R}}\widehat{\boldsymbol{R}},\qquad\cos\Theta=\widehat{\boldsymbol{R}}\cdot\boldsymbol{e}_{z}. \tag*{(6)} δ = R − 3 , Π = I − 3 R R , cos Θ = R ⋅ e z . (6)
Here Θ \Theta Θ is the angle between the line of centres and the imposed field. For identical spheres, it suffices to consider 0 ≤ Θ ≤ π / 2 0\leq\Theta\leq\pi/2 0 ≤ Θ ≤ π /2 .
Retaining the electric dipole field and hydrodynamic rotlet disturbance gives
E i = e z − δ Π ⋅ P j , (7) \boldsymbol{E}_{i}=\boldsymbol{e}_{z}-\delta\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j}, \tag*{(7)} E i = e z − δ Π ⋅ P j , (7)
Ω i + δ 2 Π ⋅ Ω j = M a − 1 P i × E i , (8) \boldsymbol{\Omega}_{i}+\frac{\delta}{2}\boldsymbol{\Pi}\cdot\boldsymbol{\Omega}_{j}=\mathrm{Ma}^{-1}\boldsymbol{P}_{i}\times\boldsymbol{E}_{i}, \tag*{(8)} Ω i + 2 δ Π ⋅ Ω j = Ma − 1 P i × E i , (8)
P ˙ i + ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (9) \dot{\boldsymbol{P}}_{i}+\epsilon_{21}\delta\boldsymbol{\Pi}\cdot\dot{\boldsymbol{P}}_{j}
=\boldsymbol{\Omega}_{i}\times\left(\boldsymbol{P}_{i}-\epsilon_{21}\boldsymbol{E}_{i}\right)-\left(\boldsymbol{P}_{i}-\sigma_{21}\boldsymbol{E}_{i}\right). \tag*{(9)} P ˙ i + ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (9)
where i = 1 , 2 i=1,2 i = 1 , 2 , j = 3 − i j=3-i j = 3 − i , and overdots denote derivatives with respect to dimensionless time. The term − δ Π ⋅ P j -\delta\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j} − δ Π ⋅ P j is the electric field produced by the dipole moment of sphere j j j , evaluated at the centre of sphere i i i . The rotlet is the leading flow produced by a torque; it contributes the local fluid rotation − ( δ / 2 ) Π ⋅ Ω j -(\delta/2)\boldsymbol{\Pi}\cdot\boldsymbol{\Omega}_{j} − ( δ /2 ) Π ⋅ Ω j in Eq. (7b). Each sphere rotates relative to that fluid rotation at the rate set by its electric torque. The tensor Π \boldsymbol{\Pi} Π has eigenvalue − 2 -2 − 2 along the line of centres and 1 1 1 in directions perpendicular to it. The surface-charge balance and disturbance fields are developed in Secs. SI A–C of the Supplemental Material (SM) [60 ] ; the dipole–rotlet description follows the far-field framework of Ref. [25 ] .
We call Eqs. (7) the unexpanded dipole–rotlet model . Solving the coupled equations without expanding in δ \delta δ retains repeated mutual couplings and thereby selected contributions at higher powers of δ \delta δ .
Differentiating Eq. (7a) gives E ˙ i = − δ Π ⋅ P ˙ j \dot{\boldsymbol{E}}_{i}=-\delta\boldsymbol{\Pi}\cdot\dot{\boldsymbol{P}}_{j} E ˙ i = − δ Π ⋅ P ˙ j . The dipole equation contains ϵ 21 E ˙ i \epsilon_{21}\dot{\boldsymbol{E}}_{i} ϵ 21 E ˙ i from the time derivative of surface charge, as derived in Sec. SI B.4 of the SM. Substitution of the field derivative and moving this term to the left gives Eq. (7c). The imposed field is constant, but the local field changes as the other dipole evolves. Solving the two linear systems in Eqs. (7b) and (7c) determines the angular velocities and dipole derivatives, giving six coupled scalar ordinary differential equations for the three dipole components of each sphere. The matrices are invertible for non-overlapping spheres. The finite-separation accuracy of the dipole–rotlet approximation is assessed against BEM simulations in Sec. XI.
Regular expansion in the interaction strength
At fixed M a \mathrm{Ma} Ma and pair orientation, write
P i = P i ( 0 ) + δ P i ( 1 ) + O ( δ 2 ) , (10) \boldsymbol{P}_{i}=\boldsymbol{P}_{i}^{(0)}+\delta\boldsymbol{P}_{i}^{(1)}+\mathcal{O}(\delta^{2}), \tag*{(10)} P i = P i ( 0 ) + δ P i ( 1 ) + O ( δ 2 ) , (10)
with analogous expansions for E i \boldsymbol{E}_{i} E i and Ω i \boldsymbol{\Omega}_{i} Ω i . Whether the expansion remains ordered over long times and near the isolated critical field is examined in Secs. IV and § 1.4 . We substitute these expansions into Eqs. (7) and equate coefficients of equal powers of δ \delta δ . The field and torque equations first give
E i ( 0 ) = e z , E i ( 1 ) = − Π ⋅ P j ( 0 ) . (11) \boldsymbol{E}_{i}^{(0)}=\boldsymbol{e}_{z},\qquad\boldsymbol{E}_{i}^{(1)}=-\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j}^{(0)}. \tag*{(11)} E i ( 0 ) = e z , E i ( 1 ) = − Π ⋅ P j ( 0 ) . (11)
Ω i ( 0 ) = M a − 1 P i ( 0 ) × e z . (12) \boldsymbol{\Omega}_{i}^{(0)}=\mathrm{Ma}^{-1}\boldsymbol{P}_{i}^{(0)}\times\boldsymbol{e}_{z}. \tag*{(12)} Ω i ( 0 ) = Ma − 1 P i ( 0 ) × e z . (12)
Ω i ( 1 ) = M a − 1 [ P i ( 1 ) × e z − P i ( 0 ) × ( Π ⋅ P j ( 0 ) ) − 1 2 Π ⋅ ( P j ( 0 ) × e z ) ] . (13) \boldsymbol{\Omega}_{i}^{(1)}
=\mathrm{Ma}^{-1}\left[\boldsymbol{P}_{i}^{(1)}\times\boldsymbol{e}_{z}
-\boldsymbol{P}_{i}^{(0)}\times\left(\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j}^{(0)}\right)
-\frac{1}{2}\boldsymbol{\Pi}\cdot\left(\boldsymbol{P}_{j}^{(0)}\times\boldsymbol{e}_{z}\right)\right]. \tag*{(13)} Ω i ( 1 ) = Ma − 1 [ P i ( 1 ) × e z − P i ( 0 ) × ( Π ⋅ P j ( 0 ) ) − 2 1 Π ⋅ ( P j ( 0 ) × e z ) ] . (13)
The leading dipoles obey the isolated-sphere equations
P ˙ i ( 0 ) = Ω i ( 0 ) × ( P i ( 0 ) − ϵ 21 e z ) − ( P i ( 0 ) − σ 21 e z ) . (14) \dot{\boldsymbol{P}}_{i}^{(0)}
=\boldsymbol{\Omega}_{i}^{(0)}\times\left(\boldsymbol{P}_{i}^{(0)}-\epsilon_{21}\boldsymbol{e}_{z}\right)
-\left(\boldsymbol{P}_{i}^{(0)}-\sigma_{21}\boldsymbol{e}_{z}\right). \tag*{(14)} P ˙ i ( 0 ) = Ω i ( 0 ) × ( P i ( 0 ) − ϵ 21 e z ) − ( P i ( 0 ) − σ 21 e z ) . (14)
At order δ \delta δ , the dipole equation gives the following linear inhomogeneous equation for the first correction:
P ˙ i ( 1 ) = Ω i ( 1 ) × ( P i ( 0 ) − ϵ 21 e z ) + Ω i ( 0 ) × [ P i ( 1 ) + ϵ 21 Π ⋅ P j ( 0 ) ] − P i ( 1 ) − σ 21 Π ⋅ P j ( 0 ) − ϵ 21 Π ⋅ P ˙ j ( 0 ) . (15) \dot{\boldsymbol{P}}_{i}^{(1)}
=\boldsymbol{\Omega}_{i}^{(1)}\times\left(\boldsymbol{P}_{i}^{(0)}-\epsilon_{21}\boldsymbol{e}_{z}\right)
+\boldsymbol{\Omega}_{i}^{(0)}\times\left[\boldsymbol{P}_{i}^{(1)}+\epsilon_{21}\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j}^{(0)}\right]
-\boldsymbol{P}_{i}^{(1)}-\sigma_{21}\boldsymbol{\Pi}\cdot\boldsymbol{P}_{j}^{(0)}-\epsilon_{21}\boldsymbol{\Pi}\cdot\dot{\boldsymbol{P}}_{j}^{(0)}. \tag*{(15)} P ˙ i ( 1 ) = Ω i ( 1 ) × ( P i ( 0 ) − ϵ 21 e z ) + Ω i ( 0 ) × [ P i ( 1 ) + ϵ 21 Π ⋅ P j ( 0 ) ] − P i ( 1 ) − σ 21 Π ⋅ P j ( 0 ) − ϵ 21 Π ⋅ P ˙ j ( 0 ) . (15)
The equations are solved in succession: first Eq. (14) for P i ( 0 ) \boldsymbol{P}_{i}^{(0)} P i ( 0 ) , then Eq. (15) for P i ( 1 ) \boldsymbol{P}_{i}^{(1)} P i ( 1 ) . The first-order approximation to the dipole is the sum P i ( 0 ) + δ P i ( 1 ) \boldsymbol{P}_{i}^{(0)}+\delta\boldsymbol{P}_{i}^{(1)} P i ( 0 ) + δ P i ( 1 ) . For it to be useful, the correction δ P i ( 1 ) \delta\boldsymbol{P}_{i}^{(1)} δ P i ( 1 ) must remain small compared with the part of the leading solution being approximated. We examine this requirement first for steady rotation and long times, and then near the critical field.
Steady rotation and slow changes of the rotation axes
Non-rotating state and isolated rotating family
The labels ‘nr’ and ‘rot’ denote non-rotating and rotating equilibria, respectively; superscripts (0) and (1) continue to denote regular expansion coefficients. The isolated non-rotating state is P n r ( 0 ) = σ 21 e z P_{\mathrm{nr}}^{(0)}=\sigma_{21}\boldsymbol{e}_z P nr ( 0 ) = σ 21 e z . At finite separation, setting Ω i = 0 \boldsymbol{\Omega}_i=\boldsymbol{0} Ω i = 0 and P ˙ i = 0 \dot{\boldsymbol{P}}_i=\boldsymbol{0} P ˙ i = 0 in Eq. (7c) gives P i = σ 21 E i \boldsymbol{P}_i=\sigma_{21}\boldsymbol{E}_i P i = σ 21 E i . Subtracting the two field equations shows that the dipoles for the two particles are the same for small δ \delta δ , yielding
P n r = σ 21 e z − δ σ 21 2 Π ⋅ e z + O ( δ 2 ) , (16) \boldsymbol{P}_{\mathrm{nr}}=\sigma_{21}\boldsymbol{e}_z-\delta\sigma_{21}^{2}\boldsymbol{\Pi}\cdot\boldsymbol{e}_z+O(\delta^2), \tag*{(16)} P nr = σ 21 e z − δ σ 21 2 Π ⋅ e z + O ( δ 2 ) , (16)
P n r ( 0 ) = σ 21 e z , P n r ( 1 ) = − σ 21 2 Π ⋅ e z . (17) \boldsymbol{P}_{\mathrm{nr}}^{(0)}=\sigma_{21}\boldsymbol{e}_z,\qquad\boldsymbol{P}_{\mathrm{nr}}^{(1)}=-\sigma_{21}^{2}\boldsymbol{\Pi}\cdot\boldsymbol{e}_z. \tag*{(17)} P nr ( 0 ) = σ 21 e z , P nr ( 1 ) = − σ 21 2 Π ⋅ e z . (17)
In the non-rotating state, the dipole is collinear with its local field, so the electric torque vanishes. Their common direction is generally tilted relative to the imposed field. Throughout the paper, transverse means perpendicular to the imposed field E 0 e z E_0\boldsymbol{e}_z E 0 e z , for example, P i , ⊥ = ( I − e z e z ) ⋅ P i \boldsymbol{P}_{i,\perp}=(\boldsymbol{I}-\boldsymbol{e}_z\boldsymbol{e}_z)\cdot\boldsymbol{P}_i P i , ⊥ = ( I − e z e z ) ⋅ P i . For the general isolated-sphere dynamics, decompose P ( 0 ) = P z ( 0 ) e z + P ⊥ ( 0 ) \boldsymbol{P}^{(0)}=P_z^{(0)}\boldsymbol{e}_z+\boldsymbol{P}_{\perp}^{(0)} P ( 0 ) = P z ( 0 ) e z + P ⊥ ( 0 ) . Equation (14) becomes
P ˙ ⊥ ( 0 ) = [ λ 0 − P z ( 0 ) − σ 21 M a ] P ⊥ ( 0 ) , (18) \dot{\boldsymbol{P}}_{\perp}^{(0)}=\left[\lambda_0-\frac{P_z^{(0)}-\sigma_{21}}{\mathrm{Ma}}\right]\boldsymbol{P}_{\perp}^{(0)}, \tag*{(18)} P ˙ ⊥ ( 0 ) = [ λ 0 − Ma P z ( 0 ) − σ 21 ] P ⊥ ( 0 ) , (18)
P ˙ z ( 0 ) = M a − 1 ∣ P ⊥ ( 0 ) ∣ 2 − ( P z ( 0 ) − σ 21 ) , (19) \dot{P}_z^{(0)}=\mathrm{Ma}^{-1}\lvert\boldsymbol{P}_{\perp}^{(0)}\rvert^2-\left(P_z^{(0)}-\sigma_{21}\right), \tag*{(19)} P ˙ z ( 0 ) = Ma − 1 ∣ P ⊥ ( 0 ) ∣ 2 − ( P z ( 0 ) − σ 21 ) , (19)
where
λ 0 = M a c M a − 1 = ( E 0 E c ( 0 ) ) 2 − 1. (20) \lambda_0=\frac{\mathrm{Ma}_c}{\mathrm{Ma}}-1=\left(\frac{E_0}{E_c^{(0)}}\right)^2-1. \tag*{(20)} λ 0 = Ma Ma c − 1 = ( E c ( 0 ) E 0 ) 2 − 1. (20)
A small transverse dipole perturbation about the non-rotating state grows or decays at rate λ 0 \lambda_0 λ 0 , whereas a perturbation along the field decays at rate 1. For λ 0 > 0 \lambda_0>0 λ 0 > 0 , the non-rotating state is unstable, and steady rotating states exist with arbitrary azimuth:
P r o t ( 0 ) ( ϕ ) = ( ϵ 21 − M a ) e z + P ⊥ ( 0 ) e ρ ( ϕ ) , \boldsymbol{P}_{\mathrm{rot}}^{(0)}(\phi)=(\epsilon_{21}-\mathrm{Ma})\boldsymbol{e}_z+P_{\perp}^{(0)}\boldsymbol{e}_{\rho}(\phi), P rot ( 0 ) ( ϕ ) = ( ϵ 21 − Ma ) e z + P ⊥ ( 0 ) e ρ ( ϕ ) ,
P ⊥ ( 0 ) = M a λ 0 . (21) P_{\perp}^{(0)}=\mathrm{Ma}\sqrt{\lambda_0}. \tag*{(21)} P ⊥ ( 0 ) = Ma λ 0 . (21)
Here P ⊥ ( 0 ) P_{\perp}^{(0)} P ⊥ ( 0 ) is the steady value of ∣ P ⊥ ( 0 ) ∣ \lvert\boldsymbol{P}_{\perp}^{(0)}\rvert ∣ P ⊥ ( 0 ) ∣ on the isolated rotating branch. In simulations the initial perturbation selects its azimuth and rotation sense; in experiments imperfections and fluctuations provide that perturbation. Interactions can subsequently select a collective pattern. The transverse basis vectors are
e ρ = ( cos ϕ , sin ϕ , 0 ) , e ϕ = e z × e ρ . (22) \boldsymbol{e}_{\rho}=(\cos\phi,\sin\phi,0),\qquad\boldsymbol{e}_{\phi}=\boldsymbol{e}_z\times\boldsymbol{e}_{\rho}. \tag*{(22)} e ρ = ( cos ϕ , sin ϕ , 0 ) , e ϕ = e z × e ρ . (22)
These are the radial and azimuthal unit vectors in the plane perpendicular to the imposed field, with e ρ \boldsymbol{e}_{\rho} e ρ pointing along the transverse dipole. The azimuthal angle ϕ \phi ϕ therefore fixes the orientation of the rotation axis. Substitution of Eq. (21) into Eq. (12) gives Ω r o t ( 0 ) = − λ 0 e ϕ \boldsymbol{\Omega}_{\mathrm{rot}}^{(0)}=-\sqrt{\lambda_0}\boldsymbol{e}_{\phi} Ω rot ( 0 ) = − λ 0 e ϕ . The rotation axis is therefore perpendicular to the transverse dipole, and the angular speed is λ 0 \sqrt{\lambda_0} λ 0 .
Solvability of the first-order steady problem
We now choose the leading dipoles to be steady rotating solutions (21) , with prescribed azimuthal angles ϕ i \phi_i ϕ i .
We use phase to mean this azimuthal angle throughout the analysis. Since P ˙ j ( 0 ) = 0 \dot{\boldsymbol{P}}_j^{(0)}=\boldsymbol{0} P ˙ j ( 0 ) = 0 , the last term in Eq. (15) vanishes for this choice of leading solution. Substituting Eq. (13) into Eq. (15) and collecting the terms proportional to P i ( 1 ) \boldsymbol{P}_i^{(1)} P i ( 1 ) gives
P ˙ i ( 1 ) = J i ⋅ P i ( 1 ) + G i . (23) \dot{\boldsymbol{P}}_i^{(1)}=\boldsymbol{J}_i\cdot\boldsymbol{P}_i^{(1)}+\boldsymbol{G}_i. \tag*{(23)} P ˙ i ( 1 ) = J i ⋅ P i ( 1 ) + G i . (23)
Here J i \boldsymbol{J}_i J i is the matrix obtained by linearizing the isolated dipole equation about P i ( 0 ) \boldsymbol{P}_i^{(0)} P i ( 0 ) . The known vector G i \boldsymbol{G}_i G i is the forcing caused by the other particle. To evaluate it, first define the part of Ω i ( 1 ) \boldsymbol{\Omega}_i^{(1)} Ω i ( 1 ) in Eq. (13) produced by particle j j j ,
Ω i , i n t ( 1 ) = − M a − 1 [ P i ( 0 ) × ( Π ⋅ P j ( 0 ) ) + 1 2 Π ⋅ ( P j ( 0 ) × e z ) ] . (24) \boldsymbol{\Omega}_{i,\mathrm{int}}^{(1)}=-\mathrm{Ma}^{-1}\left[\boldsymbol{P}_i^{(0)}\times(\boldsymbol{\Pi}\cdot\boldsymbol{P}_j^{(0)})+\frac{1}{2}\boldsymbol{\Pi}\cdot(\boldsymbol{P}_j^{(0)}\times\boldsymbol{e}_z)\right]. \tag*{(24)} Ω i , int ( 1 ) = − Ma − 1 [ P i ( 0 ) × ( Π ⋅ P j ( 0 ) ) + 2 1 Π ⋅ ( P j ( 0 ) × e z ) ] . (24)
Substitution into Eq. (15) gives
G i = Ω i , i n t ( 1 ) × ( P i ( 0 ) − ϵ 21 e z ) + ϵ 21 Ω i ( 0 ) × ( Π ⋅ P j ( 0 ) ) − σ 21 Π ⋅ P j ( 0 ) . (25) \boldsymbol{G}_i=\boldsymbol{\Omega}_{i,\mathrm{int}}^{(1)}\times(\boldsymbol{P}_i^{(0)}-\epsilon_{21}\boldsymbol{e}_z)+\epsilon_{21}\boldsymbol{\Omega}_i^{(0)}\times(\boldsymbol{\Pi}\cdot\boldsymbol{P}_j^{(0)})-\sigma_{21}\boldsymbol{\Pi}\cdot\boldsymbol{P}_j^{(0)}. \tag*{(25)} G i = Ω i , int ( 1 ) × ( P i ( 0 ) − ϵ 21 e z ) + ϵ 21 Ω i ( 0 ) × ( Π ⋅ P j ( 0 ) ) − σ 21 Π ⋅ P j ( 0 ) . (25)
Resolve the correction along e ρ i \boldsymbol{e}_{\rho_i} e ρ i , e ϕ i \boldsymbol{e}_{\phi_i} e ϕ i , and e z \boldsymbol{e}_z e z . These components change, respectively, the transverse dipole magnitude, its direction, and the dipole component along the imposed field. In this basis,
[ J i ] ( ρ , ϕ , z ) = ( 0 0 − P ⊥ ( 0 ) / M a 0 0 0 2 P ⊥ ( 0 ) / M a 0 − 1 ) . (26) [\boldsymbol{J}_i]_{(\rho,\phi,z)}=
\begin{pmatrix}
0 & 0 & -P_{\perp}^{(0)}/\mathrm{Ma}\\
0 & 0 & 0\\
2P_{\perp}^{(0)}/\mathrm{Ma} & 0 & -1
\end{pmatrix}. \tag*{(26)} [ J i ] ( ρ , ϕ , z ) = 0 0 2 P ⊥ ( 0 ) / Ma 0 0 0 − P ⊥ ( 0 ) / Ma 0 − 1 . (26)
The second row is zero: a small change of the isolated sphere’s phase produces another steady state, so there is no restoring term for that change. The three component equations are therefore
P ˙ i , ρ ( 1 ) = − P ⊥ ( 0 ) M a P i , z ( 1 ) + G i , ρ , \dot{P}_{i,\rho}^{(1)}=-\frac{P_{\perp}^{(0)}}{\mathrm{Ma}}P_{i,z}^{(1)}+G_{i,\rho}, P ˙ i , ρ ( 1 ) = − Ma P ⊥ ( 0 ) P i , z ( 1 ) + G i , ρ ,
P ˙ i , ϕ ( 1 ) = G i , ϕ , \dot{P}_{i,\phi}^{(1)}=G_{i,\phi}, P ˙ i , ϕ ( 1 ) = G i , ϕ ,
P ˙ i , z ( 1 ) = 2 P ⊥ ( 0 ) M a P i , ρ ( 1 ) − P i , z ( 1 ) + G i , z . (27) \dot{P}_{i,z}^{(1)}=\frac{2P_{\perp}^{(0)}}{\mathrm{Ma}}P_{i,\rho}^{(1)}-P_{i,z}^{(1)}+G_{i,z}. \tag*{(27)} P ˙ i , z ( 1 ) = Ma 2 P ⊥ ( 0 ) P i , ρ ( 1 ) − P i , z ( 1 ) + G i , z . (27)
For a time-independent first-order correction to steady rotation, all three left-hand sides must vanish. The second equation has a steady solution only if its forcing vanishes. Evaluating the e ϕ i \boldsymbol{e}_{\phi_i} e ϕ i component of Eq. (25) gives
G i , ϕ = P ⊥ ( 0 ) 2 ( e ρ i + P ⊥ ( 0 ) M a e z ) ⋅ Π ⋅ e ϕ j = 0 , i = 1 , 2. (28) \begin{aligned}
G_{i,\phi}=\frac{P_{\perp}^{(0)}}{2}\left(\boldsymbol{e}_{\rho_i}+\frac{P_{\perp}^{(0)}}{\mathrm{Ma}}\boldsymbol{e}_z\right)\cdot\boldsymbol{\Pi}\cdot\boldsymbol{e}_{\phi_j} \\
&=0,\qquad i=1,2. \tag*{(28)}
\end{aligned} G i , ϕ = 2 P ⊥ ( 0 ) ( e ρ i + Ma P ⊥ ( 0 ) e z ) ⋅ Π ⋅ e ϕ j = 0 , i = 1 , 2. (28)
This is the solvability condition for the first-order steady problem. Equivalently, multiplying J i P i ( 1 ) = − G i \boldsymbol{J}_i\boldsymbol{P}_i^{(1)}=-\boldsymbol{G}_i J i P i ( 1 ) = − G i by the left null vector e ϕ i \boldsymbol{e}_{\phi_i} e ϕ i requires the forcing to have zero component along that vector, as in the solvability procedure described by Nayfeh [61 ] . When this condition holds, the first and third equations give
P i , z ( 1 ) = M a P ⊥ ( 0 ) G i , ρ , (29) P_{i,z}^{(1)} = \frac{\mathrm{Ma}}{P_{\perp}^{(0)}}G_{i,\rho}, \tag*{(29)} P i , z ( 1 ) = P ⊥ ( 0 ) Ma G i , ρ , (29)
P i , ρ ( 1 ) = M a 2 P ⊥ ( 0 ) ( M a P ⊥ ( 0 ) G i , ρ − G i , z ) . (30) P_{i,\rho}^{(1)} = \frac{\mathrm{Ma}}{2P_{\perp}^{(0)}}\left(\frac{\mathrm{Ma}}{P_{\perp}^{(0)}}G_{i,\rho}-G_{i,z}\right). \tag*{(30)} P i , ρ ( 1 ) = 2 P ⊥ ( 0 ) Ma ( P ⊥ ( 0 ) Ma G i , ρ − G i , z ) . (30)
A constant P i , ϕ ( 1 ) P_{i,\phi}^{(1)} P i , ϕ ( 1 ) merely changes the chosen phase by an amount of order δ \delta δ ; we set it to zero when specifying a steady state.
Secular growth and a slow time for the phases
For fixed azimuthal angles ϕ 1 \phi_1 ϕ 1 and ϕ 2 \phi_2 ϕ 2 of the leading isolated-sphere solutions that do not satisfy Eq. (28) , the azimuthal component of Eq. (27) gives
P i , ϕ ( 1 ) ( t ) = P i , ϕ ( 1 ) ( 0 ) + G i , ϕ t . (31) P_{i,\phi}^{(1)}(t)=P_{i,\phi}^{(1)}(0)+G_{i,\phi}t. \tag*{(31)} P i , ϕ ( 1 ) ( t ) = P i , ϕ ( 1 ) ( 0 ) + G i , ϕ t . (31)
The term proportional to t t t is a secular term : it eventually makes the dipole correction δ P i , ϕ ( 1 ) \delta P_{i,\phi}^{(1)} δ P i , ϕ ( 1 ) comparable to the leading transverse magnitude P ⊥ ( 0 ) P_{\perp}^{(0)} P ⊥ ( 0 ) . It represents a change of dipole direction. Indeed, a small phase change gives
e ρ ( ϕ i + Δ ϕ i ) = e ρ ( ϕ i ) + Δ ϕ i e ϕ i + O ( Δ ϕ i 2 ) , (32) \boldsymbol{e}_{\rho}(\phi_i+\Delta\phi_i)=\boldsymbol{e}_{\rho}(\phi_i)+\Delta\phi_i\boldsymbol{e}_{\phi_i}+O(\Delta\phi_i^2), \tag*{(32)} e ρ ( ϕ i + Δ ϕ i ) = e ρ ( ϕ i ) + Δ ϕ i e ϕ i + O ( Δ ϕ i 2 ) , (32)
so
Δ ϕ i ≃ δ P i , ϕ ( 1 ) P ⊥ ( 0 ) . (33) \Delta\phi_i \simeq\frac{\delta P_{i,\phi}^{(1)}}{P_{\perp}^{(0)}}. \tag*{(33)} Δ ϕ i ≃ P ⊥ ( 0 ) δ P i , ϕ ( 1 ) . (33)
To remove the secular growth, we continue to expand about the isolated rotating family in Eq. (21) , with λ 0 > 0 \lambda_0>0 λ 0 > 0 fixed as δ → 0 \delta\to0 δ → 0 . The leading transverse dipole magnitude P ⊥ ( 0 ) = M a λ 0 P_{\perp}^{(0)}=\mathrm{Ma}\sqrt{\lambda_0} P ⊥ ( 0 ) = Ma λ 0 therefore remains nonzero in this limit. We apply the method of multiple scales [61 , 62 ] , retaining the original time t t t and introducing the slow time τ = δ t \tau=\delta t τ = δ t . The azimuthal angles of the leading rotating states are now allowed to depend on τ \tau τ . We absorb this slow reorientation into the leading term and write
P i = P r o t ( 0 ) ( ϕ i ( τ ) ) + δ P i ( 1 ) ( t , τ ) + ⋯ . (34) \boldsymbol{P}_i=\boldsymbol{P}_{\mathrm{rot}}^{(0)}(\phi_i(\tau))+\delta\boldsymbol{P}_i^{(1)}(t,\tau)+\cdots. \tag*{(34)} P i = P rot ( 0 ) ( ϕ i ( τ )) + δ P i ( 1 ) ( t , τ ) + ⋯ . (34)
Here P i ( 1 ) ( t , τ ) \boldsymbol{P}_i^{(1)}(t,\tau) P i ( 1 ) ( t , τ ) denotes the remaining first-order dipole correction, which is required to remain bounded in the fast time t t t .
During the calculation, t t t and τ \tau τ are treated as independent variables, with
d d t = ∂ t + δ ∂ τ . (35) \frac{\mathrm{d}}{\mathrm{d}t}=\partial_t+\delta\partial_\tau. \tag*{(35)} d t d = ∂ t + δ ∂ τ . (35)
Substitution into Eqs. (7) gives, at order δ \delta δ ,
∂ t P i ( 1 ) = J i ⋅ P i ( 1 ) + G i − P i ( 0 ) d ϕ i d τ e ϕ i . (36) \partial_t\boldsymbol{P}_i^{(1)}=\boldsymbol{J}_i\cdot\boldsymbol{P}_i^{(1)}+\boldsymbol{G}_i-P_i^{(0)}\frac{\mathrm{d}\phi_i}{\mathrm{d}\tau}\boldsymbol{e}_{\phi_i}. \tag*{(36)} ∂ t P i ( 1 ) = J i ⋅ P i ( 1 ) + G i − P i ( 0 ) d τ d ϕ i e ϕ i . (36)
Its component along e ϕ i \boldsymbol{e}_{\phi_i} e ϕ i would grow linearly in the fast time unless
P ( 0 ) d ϕ i d τ = G i , ϕ ( ϕ 1 , ϕ 2 ) . (37) P^{(0)}\frac{\mathrm{d}\phi_i}{\mathrm{d}\tau}=G_{i,\phi}(\phi_1,\phi_2). \tag*{(37)} P ( 0 ) d τ d ϕ i = G i , ϕ ( ϕ 1 , ϕ 2 ) . (37)
Equation (37) determines the slow evolution of the rotation axes; its equilibria satisfy G i , ϕ = 0 G_{i,\phi}=0 G i , ϕ = 0 . We use it in the following subsection to determine the rotation patterns and their stability away from onset. Section V determines how close to the isolated threshold the interaction correction remains small relative to the leading transverse dipole magnitude. Section VI then develops an expansion about the critical non-rotating state.
Phase selection away from onset
We now determine which rotating states are stable to small changes in the directions of their rotation axes. We consider λ 0 > 0 \lambda_0>0 λ 0 > 0 and δ / λ 0 ≪ 1 \delta/\lambda_0\ll1 δ / λ 0 ≪ 1 , so that the interaction correction remains small compared with the leading transverse dipole magnitude. This ordering condition is derived in Sec. V. In this regime, changes in magnitude relax faster than the phases evolve, and the slow phase equation determines the leading selection of the rotation axes.
Choose the line of centres in the x x x -z z z plane, R ^ = ( sin Θ , 0 , cos Θ ) \hat{\boldsymbol{R}}=(\sin\Theta,0,\cos\Theta) R ^ = ( sin Θ , 0 , cos Θ ) . Equation (37) then becomes
d ϕ i d τ = 1 2 [ sin ϕ i cos ϕ j − ( Π x x cos ϕ i + λ 0 Π z x ) sin ϕ j ] . (38) \frac{\mathrm{d}\phi_i}{\mathrm{d}\tau}=\frac{1}{2}\left[\sin\phi_i\cos\phi_j-\left(\Pi_{xx}\cos\phi_i+\sqrt{\lambda_0}\Pi_{zx}\right)\sin\phi_j\right]. \tag*{(38)} d τ d ϕ i = 2 1 [ sin ϕ i cos ϕ j − ( Π xx cos ϕ i + λ 0 Π z x ) sin ϕ j ] . (38)
where Π x x = 3 cos 2 Θ − 2 \Pi_{xx}=3\cos^2\Theta-2 Π xx = 3 cos 2 Θ − 2 and Π z x = − 3 sin Θ cos Θ \Pi_{zx}=-3\sin\Theta\cos\Theta Π z x = − 3 sin Θ cos Θ . As established from Eqs. (21) and (12) , Ω i = − λ 0 e ϕ i \boldsymbol{\Omega}_i=-\sqrt{\lambda_0}\,\boldsymbol{e}_{\phi_i} Ω i = − λ 0 e ϕ i . Thus equal phases give angular velocities in the same direction, corresponding to co-rotation, whereas phases differing by π \pi π give angular velocities in opposite directions, corresponding to counter-rotation.
We first examine the counter-rotating branch ( ϕ 1 , ϕ 2 ) = ( 0 , π ) ; ( π , 0 ) (\phi_1,\phi_2)=(0,\pi);(\pi,0) ( ϕ 1 , ϕ 2 ) = ( 0 , π ) ; ( π , 0 ) reverses both rotations. Its transverse dipoles point in opposite directions along the x x x axis, and its angular velocities point in opposite directions along the y y y axis. Substituting these phases into Eq. (38) makes both evolution rates vanish for every pair angle. This branch therefore exists throughout the parameter range considered.
To determine its stability, we linearize Eq. (38) with respect to the two phases. The resulting phase Jacobian has trace − 1 -1 − 1 and determinant
det J ϕ = 3 4 sin 2 Θ [ 3 ( 1 + λ 0 ) cos 2 Θ − 1 ] . (39) \det J_{\phi}=\frac{3}{4}\sin^2\Theta\left[3(1+\lambda_0)\cos^2\Theta-1\right]. \tag*{(39)} det J ϕ = 4 3 sin 2 Θ [ 3 ( 1 + λ 0 ) cos 2 Θ − 1 ] . (39)
For 0 < Θ < π / 2 0<\Theta<\pi/2 0 < Θ < π /2 , a positive determinant gives two eigenvalues with negative real parts, whereas a negative determinant gives one positive eigenvalue. The counter-rotating branch is therefore stable for Θ < Θ ∗ \Theta<\Theta_* Θ < Θ ∗ and unstable for Θ > Θ ∗ \Theta> \Theta_\ast Θ > Θ ∗ , where
cos 2 Θ ∗ = 1 3 ( 1 + λ 0 ) , Θ ∗ = cos − 1 ( E c ( 0 ) 3 E 0 ) . (40) \cos^2 \Theta_\ast= \frac{1}{3(1+\lambda_0)}, \qquad\Theta_\ast= \cos^{-1}\left(\frac{E_{\mathrm{c}}^{(0)}}{\sqrt{3}E_0}\right). \tag*{(40)} cos 2 Θ ∗ = 3 ( 1 + λ 0 ) 1 , Θ ∗ = cos − 1 ( 3 E 0 E c ( 0 ) ) . (40)
At Θ = 0 \Theta= 0 Θ = 0 , a common change of azimuth is neutral because the geometry is axisymmetric about the imposed field.
We next examine co-rotating states. Setting ϕ 1 = ϕ 2 = ϕ \phi_1 = \phi_2 = \phi ϕ 1 = ϕ 2 = ϕ in Eq. (38) , the equilibrium condition for co-rotating states factorizes as
0 = 1 2 sin ϕ [ ( 1 − Π x x ) cos ϕ − λ 0 Π x z ] . (41) 0 = \frac{1}{2}\sin\phi\left[(1-\Pi_{xx})\cos\phi-\sqrt{\lambda_0}\Pi_{xz}\right]. \tag*{(41)} 0 = 2 1 sin ϕ [ ( 1 − Π xx ) cos ϕ − λ 0 Π x z ] . (41)
There are consequently two types of co-rotating solution. The first has ϕ = 0 \phi= 0 ϕ = 0 or π \pi π , so that both transverse dipoles point along the same direction of the x x x axis. These states exist for every pair angle. However, their phase Jacobian has trace + 1 +1 + 1 , so at least one perturbation grows: they are unstable throughout the regime considered.
The second co-rotating family satisfies
ϕ 1 = ϕ 2 = ϕ , cos ϕ = − λ 0 cot Θ . (42) \phi_1 = \phi_2 = \phi, \qquad\cos\phi= -\sqrt{\lambda_0}\cot\Theta. \tag*{(42)} ϕ 1 = ϕ 2 = ϕ , cos ϕ = − λ 0 cot Θ. (42)
Here the common dipole direction changes with pair angle and field strength. A real phase requires ∣ cos ϕ ∣ ≤ 1 |\cos\phi| \le1 ∣ cos ϕ ∣ ≤ 1 , which gives the existence condition
Θ ≥ Θ e x , Θ e x = tan − 1 λ 0 = cos − 1 ( E c ( 0 ) E 0 ) . (43) \Theta\ge\Theta_{\mathrm{ex}}, \qquad\Theta_{\mathrm{ex}} = \tan^{-1}\sqrt{\lambda_0} = \cos^{-1}\left(\frac{E_{\mathrm{c}}^{(0)}}{E_0}\right). \tag*{(43)} Θ ≥ Θ ex , Θ ex = tan − 1 λ 0 = cos − 1 ( E 0 E c ( 0 ) ) . (43)
For Θ > Θ e x \Theta> \Theta_{\mathrm{ex}} Θ > Θ ex , this family has sin ϕ ≠ 0 \sin\phi\ne0 sin ϕ = 0 . At Θ = Θ e x \Theta= \Theta_{\mathrm{ex}} Θ = Θ ex , cos ϕ = − 1 \cos\phi= -1 cos ϕ = − 1 , so it meets the co-rotating state ( ϕ 1 , ϕ 2 ) = ( π , π ) (\phi_1,\phi_2) = (\pi,\pi) ( ϕ 1 , ϕ 2 ) = ( π , π ) . For the branch in Eq. (42) , perturbations that change both phases equally have growth rate ν s \nu_s ν s , whereas perturbations that increase one phase and decrease the other have growth rate ν a \nu_a ν a , with
ν s = − 3 2 sin 2 Θ sin 2 ϕ , (44) \nu_s = -\frac{3}{2}\sin^2\Theta\sin^2\phi, \tag*{(44)} ν s = − 2 3 sin 2 Θ sin 2 ϕ , (44)
ν a = 1 2 [ 3 ( 1 + λ 0 ) cos 2 Θ − 1 ] . (45) \nu_a = \frac{1}{2}\left[3(1+\lambda_0)\cos^2\Theta-1\right]. \tag*{(45)} ν a = 2 1 [ 3 ( 1 + λ 0 ) cos 2 Θ − 1 ] . (45)
These rates are measured on the slow time τ \tau τ . Within the interior of the branch, ν s < 0 \nu_s < 0 ν s < 0 . The antisymmetric rate ν a \nu_a ν a is positive for Θ < Θ ∗ \Theta< \Theta_\ast Θ < Θ ∗ and negative for Θ > Θ ∗ \Theta> \Theta_\ast Θ > Θ ∗ . This co-rotating branch therefore exists but is unstable for Θ e x < Θ < Θ ∗ \Theta_{\mathrm{ex}} < \Theta< \Theta_\ast Θ ex < Θ < Θ ∗ , and becomes stable for Θ > Θ ∗ \Theta> \Theta_\ast Θ > Θ ∗ . At Θ = π / 2 \Theta= \pi/2 Θ = π /2 , its transverse dipoles lie along e y \mathbf e_y e y or − e y -\mathbf e_y − e y , and the corresponding rotation axes lie along the x x x axis. A further branch with ϕ 2 = − ϕ 1 \phi_2 = -\phi_1 ϕ 2 = − ϕ 1 can exist at oblique angles, but is unstable there, as shown in Sec. SII of the SM.
As an illustration, consider a line of centres perpendicular to the imposed field, Θ = π / 2 \Theta= \pi/2 Θ = π /2 . In this geometry the interaction tensor is diagonal, making the effect on the two axis directions explicit. With R ^ = e x \hat{\mathbf R} = \mathbf e_x R ^ = e x , the ambient fluid rotation at sphere i i i produced by the other sphere’s rotlet follows from Eq. (7b):
− δ 2 Π ⋅ Ω j ( 0 ) = δ Ω j , x ( 0 ) e x − δ 2 Ω j , y ( 0 ) e y . (46) -\frac{\delta}{2}\boldsymbol{\Pi}\cdot\boldsymbol{\Omega}_j^{(0)}
= \delta\Omega_{j,x}^{(0)}\mathbf e_x-\frac{\delta}{2}\Omega_{j,y}^{(0)}\mathbf e_y. \tag*{(46)} − 2 δ Π ⋅ Ω j ( 0 ) = δ Ω j , x ( 0 ) e x − 2 δ Ω j , y ( 0 ) e y . (46)
where Ω j , z ( 0 ) = 0 \Omega_{j,z}^{(0)}=0 Ω j , z ( 0 ) = 0 . The rotlet flow therefore reinforces the angular-velocity component along the line of centres and opposes the component along y y y . In the states ( 0 , 0 ) (0,0) ( 0 , 0 ) and ( π , π ) (\pi,\pi) ( π , π ) , both spheres rotate about y y y . A small common tilt of their axes towards x x x introduces angular-velocity components that the other sphere’s rotlet flow reinforces, so the tilt grows. In the states with ϕ = π / 2 \phi=\pi/2 ϕ = π /2 or 3 π / 2 3\pi/2 3 π /2 , both spheres rotate about the line of centres. A small common tilt towards y y y introduces components that the rotlet flow opposes, restoring the original orientation.
For perturbations that tilt both axes together, the equal-phase equation at Θ = π / 2 \Theta=\pi/2 Θ = π /2 is
d ϕ d τ = 3 4 sin ( 2 ϕ ) . (47) \frac{d\phi}{d\tau}=\frac{3}{4}\sin(2\phi). \tag*{(47)} d τ d ϕ = 4 3 sin ( 2 ϕ ) . (47)
Its linear growth rate is + 3 / 2 +3/2 + 3/2 at ϕ = 0 \phi=0 ϕ = 0 or π \pi π , and − 3 / 2 -3/2 − 3/2 at ϕ = π / 2 \phi=\pi/2 ϕ = π /2 or 3 π / 2 3\pi/2 3 π /2 . For the latter states, the opposite-phase perturbation also decays, with rate ν a = − 1 / 2 \nu_a=-1/2 ν a = − 1/2 . Thus both phase perturbations decay when the two spheres co-rotate along the line of centres.
Figure 2 distinguishes the existence boundary Θ e x \Theta_{\mathrm{ex}} Θ ex from the stability boundary Θ ∗ \Theta_\ast Θ ∗ . For example, at E 0 / E c ( 0 ) = 2 E_0/E_{\mathrm{c}}^{(0)}=2 E 0 / E c ( 0 ) = 2 , λ 0 = 3 \lambda_0=3 λ 0 = 3 and Θ e x = 60 ∘ \Theta_{\mathrm{ex}}=60^\circ Θ ex = 6 0 ∘ , whereas Θ ∗ = 73.2 ∘ \Theta_\ast=73.2^\circ Θ ∗ = 73. 2 ∘ . Between these angles, both the counter-rotating branch and the co-rotating branch in Eq. (42) exist, but only counter-rotation is stable. Above Θ ∗ \Theta_* Θ ∗ , counter-rotation is unstable and the latter co-rotating branch is stable. The simpler co-rotating states with ϕ = 0 \phi=0 ϕ = 0 or π \pi π remain unstable on both sides of this boundary.
Figure 2. Phase selection away from onset. The solid stability boundary Θ ∗ \Theta_\ast Θ ∗ separates stable counter-rotation, ( ϕ 1 , ϕ 2 ) = ( 0 , π ) (\phi_1,\phi_2)=(0,\pi) ( ϕ 1 , ϕ 2 ) = ( 0 , π ) , below it from the stable co-rotating family of Eq. (42) above it. That family exists above the dashed boundary Θ e x \Theta_{\mathrm{ex}} Θ ex and is unstable between the curves. The co-rotating states ( 0 , 0 ) (0,0) ( 0 , 0 ) and ( π , π ) (\pi,\pi) ( π , π ) exist throughout but are unstable. The filled circle marks Θ ∗ = 73.2 ∘ \Theta_\ast=73.2^\circ Θ ∗ = 73. 2 ∘ at E 0 / E c ( 0 ) = 2 E_0/E_{\mathrm{c}}^{(0)}=2 E 0 / E c ( 0 ) = 2 . Both curves follow from the slow phase equations for R − 3 ≪ ( E 0 / E c ( 0 ) ) 2 − 1 R^{-3}\ll(E_0/E_{\mathrm{c}}^{(0)})^2-1 R − 3 ≪ ( E 0 / E c ( 0 ) ) 2 − 1 , where perturbations to the rotation axes respond nearly faster than the rotation axes turn. The open circle marks the limiting value of the solid curve, Θ m ≃ 54.7 ∘ \Theta_{\mathrm m}\simeq54.7^\circ Θ m ≃ 54. 7 ∘ , as the field approaches the isolated threshold within this regime.
At Θ = Θ ∗ \Theta=\Theta_* Θ = Θ ∗ , the leading phase equations possess a continuous family of equilibria connecting the counter-rotating and co-rotating states. They therefore do not select a unique rotation pattern exactly on the boundary. Higher-order terms are needed to resolve the branch selection there. The phase growth rates and this family of equilibria are derived in Sec. SII of the SM.
The condition δ / λ 0 ≪ 1 \delta/\lambda_0\ll1 δ / λ 0 ≪ 1 is equivalent to R − 3 ≪ ( E 0 / E c ( 0 ) ) 2 − 1 R^{-3}\ll(E_0/E_c^{(0)})^2-1 R − 3 ≪ ( E 0 / E c ( 0 ) ) 2 − 1 , which fails at fixed separation as the isolated threshold is approached. The open circle at Θ m = cos − 1 ( 1 / 3 ) ≃ 54.7 ∘ \Theta_m=\cos^{-1}(1/\sqrt{3})\simeq54.7^\circ Θ m = cos − 1 ( 1/ 3 ) ≃ 54. 7 ∘ is the limit of Θ ∗ \Theta_* Θ ∗ within the overlap regime δ ≪ λ 0 ≪ 1 \delta\ll\lambda_0\ll1 δ ≪ λ 0 ≪ 1 . At λ 0 = O ( δ ) \lambda_0=O(\delta) λ 0 = O ( δ ) , magnitude and direction evolve together (Sec. VI).
Long-time behavior of the regular approximation
We first return to the regular expansion with fixed azimuthal angles ϕ 1 \phi_1 ϕ 1 and ϕ 2 \phi_2 ϕ 2 of the isolated rotating solutions. Here P i ( 1 ) P_i^{(1)} P i ( 1 ) is the coefficient in Eq. (10) , before slow reorientation is absorbed into the leading term as in Eq. (34) . We integrate Eqs. (14) and (15) , form the sum P i ( 0 ) + δ P i ( 1 ) P_i^{(0)}+\delta P_i^{(1)} P i ( 0 ) + δ P i ( 1 ) , and compare this approximate dipole with a direct integration of the unexpanded model. Here ϵ 21 = − 0.1097 \epsilon_{21}=-0.1097 ϵ 21 = − 0.1097 , σ 21 = − 0.5 \sigma_{21}=-0.5 σ 21 = − 0.5 , and λ 0 = 1 \lambda_0=1 λ 0 = 1 , so E 0 / E c ( 0 ) = 2 E_0/E_c^{(0)}=\sqrt{2} E 0 / E c ( 0 ) = 2 . The line of centres is perpendicular to the field, R ^ = e x \hat{\mathbf{R}}=\mathbf{e}_x R ^ = e x , and the leading dipoles initially have ϕ 1 = ϕ 2 = π / 6 \phi_1=\phi_2=\pi/6 ϕ 1 = ϕ 2 = π /6 . We set P i ( 1 ) ( 0 ) = 0 P_i^{(1)}(0)=0 P i ( 1 ) ( 0 ) = 0 and use the same initial dipoles for the unexpanded model. The leading dipoles are steady isolated solutions.
For these fixed reference phases, Eq. (31) gives a phase change that grows at the slow-time rate
G i , ϕ P ⊥ ( 0 ) = 3 4 sin ( 2 ϕ i ) = 3 3 8 . (48) \frac{G_{i,\phi}}{P_\perp^{(0)}}=\frac{3}{4}\sin(2\phi_i)=\frac{3\sqrt{3}}{8}. \tag*{(48)} P ⊥ ( 0 ) G i , ϕ = 4 3 sin ( 2 ϕ i ) = 8 3 3 . (48)
The actual dipole correction grows at rate δ G i , ϕ \delta G_{i,\phi} δ G i , ϕ . As the secular term grows, the sum P i ( 0 ) + δ P i ( 1 ) P_i^{(0)}+\delta P_i^{(1)} P i ( 0 ) + δ P i ( 1 ) also acquires an artificially increasing magnitude [Figure 3 (a)]. The unexpanded transverse magnitude approaches a constant value [Figure 3 (a), inset]. In panel (b), the phase change ϕ 1 − ϕ 1 ( 0 ) \phi_1-\phi_1(0) ϕ 1 − ϕ 1 ( 0 ) approaches π / 3 \pi/3 π /3 ; since ϕ 1 ( 0 ) = π / 6 \phi_1(0)=\pi/6 ϕ 1 ( 0 ) = π /6 , the phase itself approaches π / 2 \pi/2 π /2 . Equation (37) reduces here to d ϕ / d τ = ( 3 / 4 ) sin ( 2 ϕ ) \mathrm{d}\phi/\mathrm{d}\tau=(3/4)\sin(2\phi) d ϕ / d τ = ( 3/4 ) sin ( 2 ϕ ) and describes that gradual change of direction [Figure 3 (b)].
Figure 3. Loss of uniform validity of the regular expansion at long times for R ^ = e x \widehat{\boldsymbol{R}}=\boldsymbol{e}_x R = e x , λ 0 = 1 \lambda_0=1 λ 0 = 1 , and ϕ 1 ( 0 ) = ϕ 2 ( 0 ) = π / 6 \phi_1(0)=\phi_2(0)=\pi/6 ϕ 1 ( 0 ) = ϕ 2 ( 0 ) = π /6 . (a) Transverse dipole magnitude from the unexpanded model (solid) and the sum P ⊥ ( 0 ) + δ P ⊥ ( 1 ) P_{\perp}^{(0)}+\delta P_{\perp}^{(1)} P ⊥ ( 0 ) + δ P ⊥ ( 1 ) (dashed), normalized by P ⊥ ( 0 ) P_{\perp}^{(0)} P ⊥ ( 0 ) . The main vertical axis is logarithmic; the inset shows the bounded unexpanded solutions on an expanded linear scale. The dashed magnitude curves nearly overlap on this scale. (b) Phase change from the unexpanded model (colored curves), the slow phase equation (black dotted), and the linear phase approximation δ P 1 , ϕ ( 1 ) / P ⊥ ( 0 ) \delta P_{1,\phi}^{(1)}/P_{\perp}^{(0)} δ P 1 , ϕ ( 1 ) / P ⊥ ( 0 ) (gray dashed). The unexpanded curves lie close to the dotted slow-phase curve and approach a phase change of π / 3 \pi/3 π /3 , corresponding to a final phase of π / 2 \pi/2 π /2 .
Next choose ϕ 1 = ϕ 2 = π / 2 \phi_1=\phi_2=\pi/2 ϕ 1 = ϕ 2 = π /2 , keeping the other parameters fixed. Now G i , ϕ = 0 G_{i,\phi}=0 G i , ϕ = 0 , so the solvability condition is satisfied and there is no secular phase term. The first-order coefficients approach P i , ρ ( 1 ) = 0.1190 P_{i,\rho}^{(1)}=0.1190 P i , ρ ( 1 ) = 0.1190 and P i , z ( 1 ) = 0.2593 P_{i,z}^{(1)}=0.2593 P i , z ( 1 ) = 0.2593 (Figure 4 ). These steady coefficients follow from Eqs. (29) and (30) . Thus its steady transverse magnitude is P ⊥ ( 0 ) + 0.1190 δ + O ( δ 2 ) P_\perp^{(0)}+0.1190\delta+O(\delta^2) P ⊥ ( 0 ) + 0.1190 δ + O ( δ 2 ) and its longitudinal dipole is ϵ 21 − M a + 0.2593 δ + O ( δ 2 ) \epsilon_{21}-\mathrm{Ma}+0.2593\delta+O(\delta^2) ϵ 21 − Ma + 0.2593 δ + O ( δ 2 ) .
Figure 4. Bounded first-order coefficients when the phases satisfy the solvability condition: ϕ 1 = ϕ 2 = π / 2 \phi_1=\phi_2=\pi/2 ϕ 1 = ϕ 2 = π /2 and R ^ = e x \widehat{\boldsymbol{R}}=\boldsymbol{e}_x R = e x . Other parameters are as in Figure 3 . Dotted lines are the steady values from Eqs. (29) and (30) ; the phase component vanishes. The dipole correction is δ \delta δ times each plotted coefficient.
Failure of the regular expansion near onset
We now examine the steady first-order magnitude correction as the isolated critical field is approached, λ 0 → 0 + \lambda_0\to0^+ λ 0 → 0 + . Choose phases satisfying Eq. (28) , so that G i , ϕ = 0 G_{i,\phi}=0 G i , ϕ = 0 and there is no secular phase forcing. The question is whether the transverse correction δ P i , ρ ( 1 ) \delta P_{i,\rho}^{(1)} δ P i , ρ ( 1 ) remains small compared with the isolated transverse magnitude P ⊥ ( 0 ) P_\perp^{(0)} P ⊥ ( 0 ) .
We use the first and third component equations in Eq. (27) . Setting their time derivatives to zero gives
0 = − P ⊥ ( 0 ) M a P i , z ( 1 ) + G i , ρ , 0=-\frac{P_\perp^{(0)}}{\mathrm{Ma}}P_{i,z}^{(1)}+G_{i,\rho}, 0 = − Ma P ⊥ ( 0 ) P i , z ( 1 ) + G i , ρ ,
0 = 2 P ⊥ ( 0 ) M a P i , ρ ( 1 ) − P i , z ( 1 ) + G i , z . (49) 0=\frac{2P_\perp^{(0)}}{\mathrm{Ma}}P_{i,\rho}^{(1)}-P_{i,z}^{(1)}+G_{i,z}. \tag*{(49)} 0 = Ma 2 P ⊥ ( 0 ) P i , ρ ( 1 ) − P i , z ( 1 ) + G i , z . (49)
These are the two linear equations previously solved to obtain Eqs. (29) and (30) . Their coefficient matrix is the ( ρ , z ) (\rho,z) ( ρ , z ) block of the Jacobian in Eq. (26) , with determinant
det [ J i ] ( ρ , z ) = 2 ( P ⊥ ( 0 ) ) 2 M a 2 = 2 λ 0 . (50) \det[\mathcal{J}_i]_{(\rho,z)}=\frac{2(P_\perp^{(0)})^2}{\mathrm{Ma}^2}=2\lambda_0. \tag*{(50)} det [ J i ] ( ρ , z ) = Ma 2 2 ( P ⊥ ( 0 ) ) 2 = 2 λ 0 . (50)
The homogeneous perturbations governed by this block have growth rates satisfying s 2 + s + 2 λ 0 = 0 s^2+s+2\lambda_0=0 s 2 + s + 2 λ 0 = 0 . As λ 0 → 0 + \lambda_0\to0^+ λ 0 → 0 + , one tends to − 1 -1 − 1 and the other behaves as − 2 λ 0 -2\lambda_0 − 2 λ 0 . The relaxation of the rotation magnitude therefore becomes slow near onset, allowing a weak interaction to produce a large magnitude correction.
To determine the size of that correction, we must also evaluate the forcing. The first equation in Eq. (49) gives
P i , z ( 1 ) = M a P ⊥ ( 0 ) G i , ρ , (51) P_{i,z}^{(1)}=\frac{\mathrm{Ma}}{P_\perp^{(0)}}G_{i,\rho}, \tag*{(51)} P i , z ( 1 ) = P ⊥ ( 0 ) Ma G i , ρ , (51)
which is Eq. (29) . Substituting this expression into the second equation and using ( P ⊥ ( 0 ) ) 2 = M a 2 λ 0 (P_\perp^{(0)})^2=\mathrm{Ma}^2\lambda_0 ( P ⊥ ( 0 ) ) 2 = Ma 2 λ 0 gives
2 λ 0 P i , ρ ( 1 ) = G i , ρ − P ⊥ ( 0 ) M a G i , z . (52) 2\lambda_0P_{i,\rho}^{(1)}=G_{i,\rho}-\frac{P_\perp^{(0)}}{\mathrm{Ma}}G_{i,z}. \tag*{(52)} 2 λ 0 P i , ρ ( 1 ) = G i , ρ − Ma P ⊥ ( 0 ) G i , z . (52)
This is Eq. (30) rearranged to display the small factor multiplying the unknown magnitude correction.
The right-hand side also becomes small near onset. To evaluate it, substitute the isolated rotating dipoles from Eq. (21) into the forcing in Eq. (25) . Using Eq. (20) to write
M a = M a c 1 + λ 0 , P ⊥ ( 0 ) = M a λ 0 , (53) \mathrm{Ma}=\frac{\mathrm{Ma}_c}{1+\lambda_0},\qquad P_\perp^{(0)}=\mathrm{Ma}\sqrt{\lambda_0}, \tag*{(53)} Ma = 1 + λ 0 Ma c , P ⊥ ( 0 ) = Ma λ 0 , (53)
and expanding at fixed pair orientation gives
G i , ρ = P ⊥ ( 0 ) M a G i , z = P ⊥ ( 0 ) [ − 2 σ 21 e z ⋅ Π ⋅ e z − 1 2 e ϕ i ⋅ Π ⋅ e ϕ j ] + O ( ( P ⊥ ( 0 ) ) 2 ) . (54) G_{i,\rho}=\frac{P_{\perp}^{(0)}}{\mathrm{Ma}}G_{i,z}
=P_{\perp}^{(0)}\left[-2\sigma_{21}\boldsymbol{e}_z\cdot\boldsymbol{\Pi}\cdot\boldsymbol{e}_z-\frac{1}{2}\boldsymbol{e}_{\phi_i}\cdot\boldsymbol{\Pi}\cdot\boldsymbol{e}_{\phi_j}\right]+\mathcal{O}\left((P_{\perp}^{(0)})^2\right). \tag*{(54)} G i , ρ = Ma P ⊥ ( 0 ) G i , z = P ⊥ ( 0 ) [ − 2 σ 21 e z ⋅ Π ⋅ e z − 2 1 e ϕ i ⋅ Π ⋅ e ϕ j ] + O ( ( P ⊥ ( 0 ) ) 2 ) . (54)
Dividing by 2 λ 0 = 2 ( P ⊥ ( 0 ) ) 2 / M a 2 2\lambda_0=2(P_{\perp}^{(0)})^2/\mathrm{Ma}^2 2 λ 0 = 2 ( P ⊥ ( 0 ) ) 2 / Ma 2 therefore yields
P i , ρ ( 1 ) = M a 2 2 P ⊥ ( 0 ) [ − 2 σ 21 e z ⋅ Π ⋅ e z − 1 2 e ϕ i ⋅ Π ⋅ e ϕ j ] + O ( 1 ) . (55) P_{i,\rho}^{(1)}=\frac{\mathrm{Ma}^2}{2P_{\perp}^{(0)}}\left[-2\sigma_{21}\boldsymbol{e}_z\cdot\boldsymbol{\Pi}\cdot\boldsymbol{e}_z-\frac{1}{2}\boldsymbol{e}_{\phi_i}\cdot\boldsymbol{\Pi}\cdot\boldsymbol{e}_{\phi_j}\right]+\mathcal{O}(1). \tag*{(55)} P i , ρ ( 1 ) = 2 P ⊥ ( 0 ) Ma 2 [ − 2 σ 21 e z ⋅ Π ⋅ e z − 2 1 e ϕ i ⋅ Π ⋅ e ϕ j ] + O ( 1 ) . (55)
When the coefficient in brackets approaches a nonzero value, P i , ρ ( 1 ) = O ( λ 0 − 1 / 2 ) P_{i,\rho}^{(1)}=\mathcal{O}(\lambda_0^{-1/2}) P i , ρ ( 1 ) = O ( λ 0 − 1/2 ) . The same expansion of Eq. (25) gives G i , ρ = O ( P ⊥ ( 0 ) ) G_{i,\rho}=\mathcal{O}(P_{\perp}^{(0)}) G i , ρ = O ( P ⊥ ( 0 ) ) , so Eq. (29) shows that the longitudinal correction P i , z ( 1 ) P_{i,z}^{(1)} P i , z ( 1 ) remains bounded.
For these generic configurations, the transverse correction relative to the isolated transverse dipole has size
δ ∣ P i , ρ ( 1 ) ∣ P ⊥ ( 0 ) = O ( δ λ 0 ) . (56) \frac{\delta\lvert P_{i,\rho}^{(1)}\rvert}{P_{\perp}^{(0)}}=\mathcal{O}\left(\frac{\delta}{\lambda_0}\right). \tag*{(56)} P ⊥ ( 0 ) δ ∣ P i , ρ ( 1 ) ∣ = O ( λ 0 δ ) . (56)
The regular expansion therefore requires λ 0 ≫ δ \lambda_0\gg\delta λ 0 ≫ δ . When λ 0 = O ( δ ) \lambda_0=\mathcal{O}(\delta) λ 0 = O ( δ ) , the first-order transverse correction is as large as the leading transverse dipole, and the expansion about the isolated rotating state loses its ordering in those components. Since P ⊥ ( 0 ) = M a λ 0 P^{(0)}_{\perp}=\mathrm{Ma}\sqrt{\lambda_0} P ⊥ ( 0 ) = Ma λ 0 , the corresponding balance is
P ⊥ ( 0 ) = O ( δ 1 / 2 ) . (57) P^{(0)}_{\perp}=\mathcal{O}(\delta^{1/2}). \tag*{(57)} P ⊥ ( 0 ) = O ( δ 1/2 ) . (57)
If the coefficient in brackets in Eq. (55) vanishes at onset, the leading singular term is absent and further terms must be examined for that configuration.
In Figure 5 (a), the blue curve is the first-order coefficient from the steady correction equations, and the dashed curve is its λ 0 − 1 / 2 \lambda_0^{-1/2} λ 0 − 1/2 asymptote. Their separation at larger λ 0 \lambda_0 λ 0 reflects the higher-order terms. To illustrate this breakdown, we use the same pair configuration as in Figure 4 , now varying λ 0 \lambda_0 λ 0 towards zero. The line of centres is along e x \boldsymbol{e}_x e x , and both transverse dipoles are along e y \boldsymbol{e}_y e y , giving Π = diag ( − 2 , 1 , 1 ) \boldsymbol{\Pi}=\operatorname{diag}(-2,1,1) Π = diag ( − 2 , 1 , 1 ) and e ϕ i = e ϕ j = − e x \boldsymbol{e}_{\phi_i}=\boldsymbol{e}_{\phi_j}=-\boldsymbol{e}_x e ϕ i = e ϕ j = − e x . For this geometry, the non-rotating correction in Eq. (17) has no e y \boldsymbol{e}_y e y component, so the radial correction relative to the non-rotating state is simply P i , ρ ( 1 ) P^{(1)}_{i,\rho} P i , ρ ( 1 ) . With σ 21 = − 1 / 2 \sigma_{21}=-1/2 σ 21 = − 1/2 , the square-bracketed factor in Eq. (55) equals 2, confirming that the leading singular term does not cancel. Figure 5 (a) shows the resulting growth of P i , ρ ( 1 ) P^{(1)}_{i,\rho} P i , ρ ( 1 ) as onset is approached, together with its λ 0 − 1 / 2 \lambda_0^{-1/2} λ 0 − 1/2 asymptote.
Figure 5. Breakdown of the regular expansion for the transverse dipole magnitude near onset for R ^ = e x \hat{\boldsymbol{R}}=\boldsymbol{e}_x R ^ = e x and ϕ 1 = ϕ 2 = π / 2 \phi_1=\phi_2=\pi/2 ϕ 1 = ϕ 2 = π /2 . (a) Magnitude of the first-order radial dipole coefficient relative to the non-rotating state, ∣ P 1 , ρ ( 1 ) − P n r , ρ ( 1 ) ∣ \left|P^{(1)}_{1,\rho}-P^{(1)}_{nr,\rho}\right| P 1 , ρ ( 1 ) − P n r , ρ ( 1 ) , and its asymptote M a c / λ 0 \mathrm{Ma}_c/\sqrt{\lambda_0} Ma c / λ 0 . (b) Magnitude of the first-order correction relative to the isolated transverse dipole magnitude, δ ∣ P 1 , ρ ( 1 ) ∣ / P ⊥ ( 0 ) \delta\left|P^{(1)}_{1,\rho}\right|/P^{(0)}_{\perp} δ P 1 , ρ ( 1 ) / P ⊥ ( 0 ) . The horizontal line marks a ratio of one. We vary λ 0 \lambda_0 λ 0 by changing the applied field while keeping the material parameters of Figure 4 fixed.
The consequence for the regular expansion is shown more directly in Figure 5 (b), which plots the actual correction relative to the leading transverse dipole, δ ∣ P i , ρ ( 1 ) ∣ / P ⊥ ( 0 ) \delta\left|P^{(1)}_{i,\rho}\right|/P^{(0)}_{\perp} δ P i , ρ ( 1 ) / P ⊥ ( 0 ) . At fixed separation, this ratio increases as λ 0 \lambda_0 λ 0 decreases. For λ 0 ≫ δ \lambda_0\gg\delta λ 0 ≫ δ , the correction remains small and the magnitude expansion is ordered. When λ 0 = O ( δ ) \lambda_0=\mathcal{O}(\delta) λ 0 = O ( δ ) , the correction becomes comparable to the leading term and the regular expansion fails. The horizontal line marks equal sizes of these two terms.
On the isolated rotating branch, the transverse dipole magnitude and angular speed vanish as λ 0 → 0 + \lambda_0\to0^+ λ 0 → 0 + , while the longitudinal dipole tends to σ 21 \sigma_{21} σ 21 . Interactions must therefore enter the leading balance determining the small transverse dipole near onset. The next section constructs this balance by expanding about the critical non-rotating state, P = σ 21 e z \boldsymbol{P}=\sigma_{21}\boldsymbol{e}_z P = σ 21 e z , with both the magnitude and direction of the transverse dipole evolving on the interaction time.
Near-onset expansion about the critical non-rotating state
Detuning, time scales, and expansion
§ 1.4 identifies the balance λ 0 = O ( δ ) \lambda_0=\mathcal{O}(\delta) λ 0 = O ( δ ) for which the regular rotating-state expansion fails. We therefore return to the governing Eqs. (7) and construct an expansion about the isolated non-rotating state at its critical field. The small transverse dipole will be determined by the interaction and the departure from that field.
Using the isolated critical Mason number M a c \mathrm{Ma}_c Ma c defined in Eq. (3) , introduce a small parameter η \eta η and a detuning parameter ρ \rho ρ by
η = δ 1 / 2 , ρ = λ 0 η 2 , M a − 1 = 1 + ρ η 2 M a c . (58) \eta=\delta^{1/2}, \qquad\rho=\frac{\lambda_0}{\eta^2}, \qquad\mathrm{Ma}^{-1}=\frac{1+\rho\eta^2}{\mathrm{Ma}_c}. \tag*{(58)} η = δ 1/2 , ρ = η 2 λ 0 , Ma − 1 = Ma c 1 + ρ η 2 . (58)
Here ρ \rho ρ measures the squared field’s departure from isolated onset relative to the interaction strength: ρ = [ ( E 0 / E c ) 2 − 1 ] / η 2 \rho=[(E_0/E_c)^2-1]/\eta^2 ρ = [( E 0 / E c ) 2 − 1 ] / η 2 . It remains of order one as η → 0 \eta\to0 η → 0 and can have either sign. Positive ρ \rho ρ corresponds to a field above the isolated threshold; negative ρ \rho ρ corresponds to a field below it. This use of a detuning parameter follows Ref. [61 ] .
Introduce the time scales
T 0 = t , T 1 = η t , T 2 = η 2 t , T_0=t,\qquad T_1=\eta t,\qquad T_2=\eta^2t, T 0 = t , T 1 = η t , T 2 = η 2 t ,
d d t = D 0 + η D 1 + η 2 D 2 , D n = ∂ ∂ T n . (59) \frac{\mathrm{d}}{\mathrm{d}t}=D_0+\eta D_1+\eta^2D_2,\qquad D_n=\frac{\partial}{\partial T_n}. \tag*{(59)} d t d = D 0 + η D 1 + η 2 D 2 , D n = ∂ T n ∂ . (59)
We initially allow dependence on all three scales. The solvability conditions will determine which slow scales are needed. The expansion for the dipole is
P i = σ 21 e z + η P i [ 1 ] + η 2 P i [ 2 ] + η 3 P i [ 3 ] + O ( η 4 ) . (60) P_i=\sigma_{21}e_z+\eta P_i^{[1]}+\eta^2P_i^{[2]}+\eta^3P_i^{[3]}+O(\eta^4). \tag*{(60)} P i = σ 21 e z + η P i [ 1 ] + η 2 P i [ 2 ] + η 3 P i [ 3 ] + O ( η 4 ) . (60)
where each coefficient may depend on ( T 0 , T 1 , T 2 ) (T_0,T_1,T_2) ( T 0 , T 1 , T 2 ) . Square brackets distinguish the coefficients of powers of η \eta η from the round-bracket superscripts in the expansion in δ \delta δ , Eq. (10) . In particular, P i [ 2 ] P_i^{[2]} P i [ 2 ] multiplies η 2 = δ \eta^2=\delta η 2 = δ , whereas P i [ 1 ] P_i^{[1]} P i [ 1 ] is the first correction about an isolated rotating state. The leading transverse dipole is of order η \eta η , as required by Eq. (57) .
We substitute Eqs. (58) –(60) into each of Eqs. (7). The local-field equation immediately gives
E i = e z − η 2 σ 21 Π ⋅ e z − η 3 Π ⋅ P j [ 1 ] + O ( η 4 ) . (61) E_i=e_z-\eta^2\sigma_{21}\boldsymbol{\Pi}\cdot e_z-\eta^3\boldsymbol{\Pi}\cdot P_j^{[1]}+O(\eta^4). \tag*{(61)} E i = e z − η 2 σ 21 Π ⋅ e z − η 3 Π ⋅ P j [ 1 ] + O ( η 4 ) . (61)
We also expand the angular velocity as Ω i = η ω i [ 1 ] + η 2 ω i [ 2 ] + η 3 ω i [ 3 ] + ⋯ \Omega_i=\eta\omega_i^{[1]}+\eta^2\omega_i^{[2]}+\eta^3\omega_i^{[3]}+\cdots Ω i = η ω i [ 1 ] + η 2 ω i [ 2 ] + η 3 ω i [ 3 ] + ⋯ . At each order the torque equation determines its coefficient, which is then substituted into the dipole equation. Equating like powers of η \eta η gives the following successive problems.
Order eta: the leading transverse dipole
The torque and dipole equations give
ω i [ 1 ] = Ma c − 1 P i [ 1 ] × e z , D 0 P i [ 1 ] = − ( P i [ 1 ] ⋅ e z ) e z . (62) \omega_i^{[1]}=\operatorname{Ma}_c^{-1}P_i^{[1]}\times e_z,\qquad D_0P_i^{[1]}=-(P_i^{[1]}\cdot e_z)e_z. \tag*{(62)} ω i [ 1 ] = Ma c − 1 P i [ 1 ] × e z , D 0 P i [ 1 ] = − ( P i [ 1 ] ⋅ e z ) e z . (62)
Hence
P i [ 1 ] = a i ( T 1 , T 2 ) + c i ( T 1 , T 2 ) e − T 0 e z , a i ⋅ e z = 0. (63) P_i^{[1]}=a_i(T_1,T_2)+c_i(T_1,T_2)e^{-T_0}e_z,\qquad a_i\cdot e_z=0. \tag*{(63)} P i [ 1 ] = a i ( T 1 , T 2 ) + c i ( T 1 , T 2 ) e − T 0 e z , a i ⋅ e z = 0. (63)
The longitudinal perturbation decays on the charge-relaxation time. After this initial transient, P i [ 1 ] = a i ( T 1 , T 2 ) P_i^{[1]}=a_i(T_1,T_2) P i [ 1 ] = a i ( T 1 , T 2 ) , so η a i \eta a_i η a i is the leading transverse dipole. Our aim is to derive coupled evolution equations for a 1 a_1 a 1 and a 2 a_2 a 2 , determining how detuning and interactions affect both the magnitude and direction of each transverse dipole. Their dependence on the slow times is undetermined at this order and will follow from the solvability conditions at subsequent orders.
Order eta squared: the first solvability condition
At this order the torque balance gives
ω i [ 2 ] = Ma c − 1 [ P i [ 2 ] + σ 21 2 Π ⋅ e z ] × e z . (64) \omega_i^{[2]}=\operatorname{Ma}_c^{-1}\left[P_i^{[2]}+\sigma_{21}^2\boldsymbol{\Pi}\cdot e_z\right]\times e_z. \tag*{(64)} ω i [ 2 ] = Ma c − 1 [ P i [ 2 ] + σ 21 2 Π ⋅ e z ] × e z . (64)
Using this expression in the dipole equation gives
D 0 P i [ 2 ] + D 1 a i = [ ∣ a i ∣ 2 Ma c − P i [ 2 ] ] ⋅ e z − σ 21 2 e z ⋅ Π ⋅ e z . (65) D_0P_i^{[2]}+D_1a_i=
\left[\frac{|a_i|^2}{\operatorname{Ma}_c}-P_i^{[2]}\right]\cdot e_z
-\sigma_{21}^2e_z\cdot\boldsymbol{\Pi}\cdot e_z. \tag*{(65)} D 0 P i [ 2 ] + D 1 a i = [ Ma c ∣ a i ∣ 2 − P i [ 2 ] ] ⋅ e z − σ 21 2 e z ⋅ Π ⋅ e z . (65)
The right-hand side has no transverse component. Thus
D 0 P i , ⊥ [ 2 ] = − D 1 a i . (66) D_0P_{i,\perp}^{[2]}=-D_1a_i. \tag*{(66)} D 0 P i , ⊥ [ 2 ] = − D 1 a i . (66)
Its solution contains − T 0 D 1 a i -T_0D_1a_i − T 0 D 1 a i , which is secular. Requiring a bounded correction gives the solvability condition
D 1 a i = 0 , a i = a i ( T 2 ) . (67) D_1a_i=0,\qquad a_i=a_i(T_2). \tag*{(67)} D 1 a i = 0 , a i = a i ( T 2 ) . (67)
The leading transverse amplitude a i a_i a i therefore does not evolve on T 1 = η t T_1=\eta t T 1 = η t . Its evolution on T 2 T_2 T 2 remains to be determined.
The longitudinal part of Eq. (65) relaxes to a value determined by ∣ a i ∣ 2 |a_i|^2 ∣ a i ∣ 2 . Equation (66) determines the transverse part of P i [ 2 ] P_i^{[2]} P i [ 2 ] only up to a vector independent of T 0 T_0 T 0 . Because the leading transverse dipole is η a i \eta a_i η a i , an additional contribution at order η 2 \eta^2 η 2 can be absorbed by an order-η \eta η adjustment of a i a_i a i . We absorb all of this contribution except the known tilt of the non-rotating state, so that a i a_i a i measures the transverse dipole relative to that tilted state. With this choice,
P i [ 2 ] = − σ 21 2 Π ⋅ e z + ∣ a i ∣ 2 Ma c e z , ω i [ 2 ] = 0. (68) P_i^{[2]}=-\sigma_{21}^2\boldsymbol{\Pi}\cdot e_z+\frac{|a_i|^2}{\operatorname{Ma}_c}e_z,\qquad\omega_i^{[2]}=0. \tag*{(68)} P i [ 2 ] = − σ 21 2 Π ⋅ e z + Ma c ∣ a i ∣ 2 e z , ω i [ 2 ] = 0. (68)
The first term is the electric interaction correction to the non-rotating dipole found in Eq. (17) , with δ = η 2 \delta=\eta^2 δ = η 2 . The second term is a longitudinal dipole correction generated by convection of surface charge by the particle’s own rotation. This contribution is already present for an isolated rotating sphere and vanishes on the non-rotating branch, a i = 0 a_i=0 a i = 0 .
Order eta cubed: evolution on the slow time
The torque coefficient at this order is
ω i [ 3 ] = Ma c − 1 [ P i [ 3 ] × e z + ρ a i × e z − σ 21 a i × ( Π ⋅ e z ) − σ 21 e z × ( Π ⋅ a j ) − 1 2 Π ⋅ ( a j × e z ) ] . (69) \omega_i^{[3]}=\operatorname{Ma}_c^{-1}\left[P_i^{[3]}\times e_z+\rho a_i\times e_z-\sigma_{21}a_i\times(\boldsymbol{\Pi}\cdot e_z)-\sigma_{21}e_z\times(\boldsymbol{\Pi}\cdot a_j)-\frac{1}{2}\boldsymbol{\Pi}\cdot(a_j\times e_z)\right]. \tag*{(69)} ω i [ 3 ] = Ma c − 1 [ P i [ 3 ] × e z + ρ a i × e z − σ 21 a i × ( Π ⋅ e z ) − σ 21 e z × ( Π ⋅ a j ) − 2 1 Π ⋅ ( a j × e z ) ] . (69)
Substitute this expression and Eq. (68) into the order-η 3 \eta^3 η 3 dipole equation. Its transverse part is
D 0 P i , ⊥ [ 3 ] = F i − D 2 a i , (70) D_0P_{i,\perp}^{[3]}=\mathcal{F}_i-D_2a_i, \tag*{(70)} D 0 P i , ⊥ [ 3 ] = F i − D 2 a i , (70)
where the known forcing is
F i = [ ρ − 2 σ 21 ( e z ⋅ Π ⋅ e z ) ] a i − ∣ a i ∣ 2 Ma c 2 a i + 1 2 e z × [ Π ⋅ ( e z × a i ) ] . (71) \mathcal{F}_i=\left[\rho-2\sigma_{21}(e_z\cdot\boldsymbol{\Pi}\cdot e_z)\right]a_i-\frac{|a_i|^2}{\operatorname{Ma}_c^2}a_i+\frac{1}{2}e_z\times\left[\boldsymbol{\Pi}\cdot(e_z\times a_i)\right]. \tag*{(71)} F i = [ ρ − 2 σ 21 ( e z ⋅ Π ⋅ e z ) ] a i − Ma c 2 ∣ a i ∣ 2 a i + 2 1 e z × [ Π ⋅ ( e z × a i ) ] . (71)
The right-hand side of Eq. (70) is independent of T 0 T_0 T 0 . A nonzero difference F i − D 2 a i \mathcal{F}_i-D_2\mathbf{a}_i F i − D 2 a i would therefore produce a term proportional to T 0 T_0 T 0 in P i , ⊥ [ 3 ] P_{i,\perp}^{[3]} P i , ⊥ [ 3 ] . Eliminating this secular term gives the solvability condition D 2 a i = F i D_2\mathbf{a}_i=\mathcal{F}_i D 2 a i = F i , or explicitly,
d a i d T 2 = [ ρ − 2 σ 21 ( e z ⋅ Π ⋅ e z ) ] a i − ∣ a i ∣ 2 M a c 2 a i + 1 2 e z × [ Π ⋅ ( e z × a j ) ] . (72) \frac{d\mathbf{a}_i}{dT_2}=\left[\rho-2\sigma_{21}(\mathbf{e}_z\cdot\mathbf{\Pi}\cdot\mathbf{e}_z)\right]\mathbf{a}_i-\frac{|\mathbf{a}_i|^2}{\mathrm{Ma}_c^2}\mathbf{a}_i+\frac{1}{2}\mathbf{e}_z\times\left[\mathbf{\Pi}\cdot(\mathbf{e}_z\times\mathbf{a}_j)\right]. \tag*{(72)} d T 2 d a i = [ ρ − 2 σ 21 ( e z ⋅ Π ⋅ e z ) ] a i − Ma c 2 ∣ a i ∣ 2 a i + 2 1 e z × [ Π ⋅ ( e z × a j ) ] . (72)
Equation (72) is the central result of the near-onset analysis. It determines both the magnitude and direction of each leading transverse dipole, η a i \eta\mathbf{a}_i η a i , on the interaction time T 2 = η 2 t = δ t T_2=\eta^2t=\delta t T 2 = η 2 t = δ t . The term ρ a i \rho\mathbf{a}_i ρ a i describes growth or decay associated with the departure of the applied field from the isolated critical field. The electric interaction contributes − 2 σ 21 ( e z ⋅ Π ⋅ e z ) a i -2\sigma_{21}(\mathbf{e}_z\cdot\mathbf{\Pi}\cdot\mathbf{e}_z)\mathbf{a}_i − 2 σ 21 ( e z ⋅ Π ⋅ e z ) a i , through the change in the local field and the associated non-rotating polarization. Its coefficient depends on the pair angle, but multiplies both transverse components by the same factor. At this order, it shifts onset equally for every azimuthal direction.
The negative cubic term comes from the longitudinal dipole correction in Eq. (68) , generated by convection of surface charge by each particle’s own rotation. This local nonlinear feedback limits the growth of the transverse dipole and is already present for an isolated rotating sphere. Like the detuning and electric interaction terms, it acts parallel to a i \mathbf{a}_i a i , changing its magnitude without directly changing its direction.
The final term is the hydrodynamic interaction with the other particle. It depends on a j \mathbf{a}_j a j and retains the directional dependence of the interaction tensor Π \mathbf{\Pi} Π . It can modify the growth of a i \mathbf{a}_i a i and also have a component perpendicular to it, allowing the dipole to reorient. This coupling distinguishes between different relative orientations of the two dipoles and different rotation-axis directions. Thus the electric interaction shifts the growth rates equally for all transverse modes, whereas the hydrodynamic interaction produces the differences between them and selects the preferred collective rotation pattern.
Each a i \mathbf{a}_i a i has two scalar components perpendicular to the field. Equation (72) therefore consists of four coupled scalar ordinary differential equations, one for each of X 1 X_1 X 1 , Y 1 Y_1 Y 1 , X 2 X_2 X 2 , Y 2 Y_2 Y 2 when a i = X i e x + Y i e y \mathbf{a}_i=X_i\mathbf{e}_x+Y_i\mathbf{e}_y a i = X i e x + Y i e y . Both the magnitude and direction of each transverse dipole can vary.
The local-field derivative in Eq. (7c) contributes at order η 3 \eta^3 η 3 during the initial transient through D 0 P j [ 1 ] D_0P_j^{[1]} D 0 P j [ 1 ] . Afterwards, Eq. (67) gives ϵ 21 E ˙ i = − ϵ 21 η 5 Π ⋅ d a j / d T 2 + ⋯ \epsilon_{21}\dot{\mathbf{E}}_i=-\epsilon_{21}\eta^5\mathbf{\Pi}\cdot d\mathbf{a}_j/dT_2+\cdots ϵ 21 E ˙ i = − ϵ 21 η 5 Π ⋅ d a j / d T 2 + ⋯ , which is beyond the order retained in Eq. (72) .
Connection with the phase dynamics away from onset
For a nonzero amplitude, write a i = ∣ a i ∣ e ρ i \mathbf{a}_i=|\mathbf{a}_i|\mathbf{e}_{\rho_i} a i = ∣ a i ∣ e ρ i . Projection of Eq. (72) along e ϕ i \mathbf{e}_{\phi_i} e ϕ i gives
∣ a i ∣ d ϕ i d T 2 = ∣ a j ∣ 2 e ρ i ⋅ Π ⋅ e ϕ j . (73) |\mathbf{a}_i|\frac{d\phi_i}{dT_2}=\frac{|\mathbf{a}_j|}{2}\mathbf{e}_{\rho_i}\cdot\mathbf{\Pi}\cdot\mathbf{e}_{\phi_j}. \tag*{(73)} ∣ a i ∣ d T 2 d ϕ i = 2 ∣ a j ∣ e ρ i ⋅ Π ⋅ e ϕ j . (73)
For equal leading magnitudes, the constant-phase condition agrees with the P ⊥ ( 0 ) → 0 + P_{\perp}^{(0)}\to0^+ P ⊥ ( 0 ) → 0 + limit of Eq. (28) . The near-onset equations thus recover the limiting phase condition while also determining the magnitude, which can no longer be prescribed by the isolated-sphere solution.
Without interactions, Eq. (72) reduces to d a i / d T 2 = ρ a i − ∣ a i ∣ 2 a i / M a c 2 d\mathbf{a}_i/dT_2=\rho\mathbf{a}_i-|\mathbf{a}_i|^2\mathbf{a}_i/\mathrm{Ma}_c^2 d a i / d T 2 = ρ a i − ∣ a i ∣ 2 a i / Ma c 2 . For ρ > 0 \rho>0 ρ > 0 , its nonzero steady magnitude gives
∣ P i , ⊥ ∣ = M a c λ 0 + O ( λ 0 3 / 2 ) , (74) |P_{i,\perp}|=\mathrm{Ma}_c\sqrt{\lambda_0}+O(\lambda_0^{3/2}), \tag*{(74)} ∣ P i , ⊥ ∣ = Ma c λ 0 + O ( λ 0 3/2 ) , (74)
in agreement with P ⊥ ( 0 ) = M a λ 0 P_{\perp}^{(0)}=\mathrm{Ma}\sqrt{\lambda_0} P ⊥ ( 0 ) = Ma λ 0 , because
M a = M a c 1 + λ 0 , M a λ 0 = M a c λ 0 + O ( λ 0 3 / 2 ) . (75) \mathrm{Ma}=\frac{\mathrm{Ma}_c}{1+\lambda_0},\qquad\mathrm{Ma}\sqrt{\lambda_0}=\mathrm{Ma}_c\sqrt{\lambda_0}+O(\lambda_0^{3/2}). \tag*{(75)} Ma = 1 + λ 0 Ma c , Ma λ 0 = Ma c λ 0 + O ( λ 0 3/2 ) . (75)
Four rotation patterns near onset
Linear growth rates and the four modes
Choose the line of centres in the x x x -z z z plane, R ^ = sin Θ e x + cos Θ e z \hat{\mathbf{R}}=\sin\Theta\mathbf{e}_x+\cos\Theta\mathbf{e}_z R ^ = sin Θ e x + cos Θ e z . For Θ ≠ 0 \Theta\ne0 Θ = 0 , e x \mathbf{e}_x e x lies in the plane containing the line of centres and the imposed field, and e y \mathbf{e}_y e y is perpendicular to that plane. Substituting a i = X i e x + Y i e y \mathbf{a}_i=X_i\mathbf{e}_x+Y_i\mathbf{e}_y a i = X i e x + Y i e y into Eq. (72) gives
d X i d T 2 = g X i − 1 2 X j − X i 2 + Y i 2 M a c 2 X i , (76) \frac{dX_i}{dT_2}=gX_i-\frac{1}{2}X_j-\frac{X_i^2+Y_i^2}{\mathrm{Ma}_c^2}X_i, \tag*{(76)} d T 2 d X i = g X i − 2 1 X j − Ma c 2 X i 2 + Y i 2 X i , (76)
d Y i d T 2 = g Y i + h Y j − X i 2 + Y i 2 M a c 2 Y i , (77) \frac{dY_i}{dT_2}=gY_i+hY_j-\frac{X_i^2+Y_i^2}{\mathrm{Ma}_c^2}Y_i, \tag*{(77)} d T 2 d Y i = g Y i + h Y j − Ma c 2 X i 2 + Y i 2 Y i , (77)
where j = 3 − i j=3-i j = 3 − i and
g = ρ − 2 σ 21 ( 1 − 3 cos 2 Θ ) , h = 1 2 ( 2 − 3 cos 2 Θ ) . (78) g=\rho-2\sigma_{21}(1-3\cos^2\Theta),\qquad h=\frac{1}{2}(2-3\cos^2\Theta). \tag*{(78)} g = ρ − 2 σ 21 ( 1 − 3 cos 2 Θ ) , h = 2 1 ( 2 − 3 cos 2 Θ ) . (78)
Here g g g combines the detuning with the common electric shift. The coupling coefficients − 1 / 2 -1/2 − 1/2 and h h h come from the rotlet interaction in Eq. (72) . To find the onset of rotation, linearize about X 1 = Y 1 = X 2 = Y 2 = 0 X_1=Y_1=X_2=Y_2=0 X 1 = Y 1 = X 2 = Y 2 = 0 by omitting the cubic terms. The resulting equations are
d d T 2 ( X 1 X 2 ) = ( g − 1 / 2 − 1 / 2 g ) ( X 1 X 2 ) , (79) \frac{d}{dT_2}\begin{pmatrix}X_1\\X_2\end{pmatrix}=
\begin{pmatrix}g&-1/2\\-1/2&g\end{pmatrix}
\begin{pmatrix}X_1\\X_2\end{pmatrix}, \tag*{(79)} d T 2 d ( X 1 X 2 ) = ( g − 1/2 − 1/2 g ) ( X 1 X 2 ) , (79)
d d T 2 ( Y 1 Y 2 ) = ( g h h g ) ( Y 1 Y 2 ) . \frac{d}{dT_2}\begin{pmatrix}Y_1\\Y_2\end{pmatrix}=
\begin{pmatrix}g&h\\h&g\end{pmatrix}
\begin{pmatrix}Y_1\\Y_2\end{pmatrix}. d T 2 d ( Y 1 Y 2 ) = ( g h h g ) ( Y 1 Y 2 ) .
Exchanging the two identical particles leaves these linearized equations unchanged. Perturbations that are equal on the two particles and those that are opposite therefore evolve independently, as expected from particle-exchange symmetry [63 ] . Adding and subtracting the equations implements this decomposition. Define
X ± = X 1 ± X 2 2 , Y ± = Y 1 ± Y 2 2 . (80) X_{\pm} = \frac{X_1 \pm X_2}{\sqrt{2}}, \qquad Y_{\pm} = \frac{Y_1 \pm Y_2}{\sqrt{2}}. \tag*{(80)} X ± = 2 X 1 ± X 2 , Y ± = 2 Y 1 ± Y 2 . (80)
Each coordinate obeys d Z k / d T 2 = Λ k Z k dZ_k/dT_2 = \Lambda_k Z_k d Z k / d T 2 = Λ k Z k , with Z k = X + , X − , Y + , Y − Z_k = X_+,X_-,Y_+,Y_- Z k = X + , X − , Y + , Y − and Λ k = ρ + m k \Lambda_k = \rho+ m_k Λ k = ρ + m k , where
m X ± = − 2 σ 21 ( 1 − 3 cos 2 Θ ) ∓ 1 2 , (81) m_{X_{\pm}} = -2\sigma_{21}(1-3\cos^2\Theta) \mp\frac{1}{2}, \tag*{(81)} m X ± = − 2 σ 21 ( 1 − 3 cos 2 Θ ) ∓ 2 1 , (81)
m Y ± = − 2 σ 21 ( 1 − 3 cos 2 Θ ) ± 1 2 ( 2 − 3 cos 2 Θ ) . (82) m_{Y_{\pm}} = -2\sigma_{21}(1-3\cos^2\Theta) \pm\frac{1}{2}(2-3\cos^2\Theta). \tag*{(82)} m Y ± = − 2 σ 21 ( 1 − 3 cos 2 Θ ) ± 2 1 ( 2 − 3 cos 2 Θ ) . (82)
The upper signs give X + X_+ X + and Y + Y_+ Y + , and the lower signs give X − X_- X − and Y − Y_- Y − . Thus Z k ( T 2 ) = Z k ( 0 ) e Λ k T 2 Z_k(T_2) = Z_k(0)e^{\Lambda_kT_2} Z k ( T 2 ) = Z k ( 0 ) e Λ k T 2 : the disturbance decays for Λ k < 0 \Lambda_k < 0 Λ k < 0 and grows for Λ k > 0 \Lambda_k > 0 Λ k > 0 .
The + sign describes equal transverse dipoles on the two particles; the − sign describes opposite transverse dipoles. After the initial transient, Eq. (62) gives ω i [ 1 ] = M a c − 1 a i × e z \omega_i^{[1]} = \mathrm{Ma}_c^{-1}\boldsymbol{a}_i \times\boldsymbol{e}_z ω i [ 1 ] = Ma c − 1 a i × e z , while Eq. (68) gives ω i [ 2 ] = 0 \omega_i^{[2]} = 0 ω i [ 2 ] = 0 . Using a i = X i e x + Y i e y \boldsymbol{a}_i = X_i\boldsymbol{e}_x + Y_i\boldsymbol{e}_y a i = X i e x + Y i e y , the angular-velocity expansion therefore becomes
Ω i = η M a c a i × e z + O ( η 3 ) = η M a c ( Y i e x − X i e y ) + O ( η 3 ) . (83) \begin{aligned}
\boldsymbol{\Omega}_i = \frac{\eta}{\mathrm{Ma}_c}\boldsymbol{a}_i \times\boldsymbol{e}_z + O(\eta^3) \\
&= \frac{\eta}{\mathrm{Ma}_c}(Y_i\boldsymbol{e}_x-X_i\boldsymbol{e}_y)+O(\eta^3). \tag*{(83)}
\end{aligned} Ω i = Ma c η a i × e z + O ( η 3 ) = Ma c η ( Y i e x − X i e y ) + O ( η 3 ) . (83)
Thus X + X_+ X + and Y + Y_+ Y + give co-rotation, while X − X_- X − and Y − Y_- Y − give counter-rotation, to leading order. An X X X dipole component gives rotation about e y \boldsymbol{e}_y e y , perpendicular to the pair–field plane. A Y Y Y dipole component gives rotation about e x \boldsymbol{e}_x e x , within that plane. Figure 6 illustrates these four patterns.
Figure 6. The four leading rotation patterns near onset. The page is the x x x –z z z plane containing the line of centres and the imposed field. Symbols and arrows indicate angular velocities: ⊙ points out of the page and ⊗ into the page; horizontal arrows point along ± e x \pm e_x ± e x . An X X X mode has transverse dipoles along ± e x \pm e_x ± e x and rotation axes normal to the page. A Y Y Y mode has transverse dipoles along ± e y \pm e_y ± e y and rotation axes in the page. The + and − labels mean equal and opposite angular velocities, respectively. Reversing both angular velocities gives the equivalent state with the opposite sign of a k a_k a k in Eq. (87) .
Setting Λ k = 0 \Lambda_k = 0 Λ k = 0 gives the critical detuning ρ c ( k ) = − m k \rho_c^{(k)} = -m_k ρ c ( k ) = − m k , so the largest shift identifies the lowest onset field. Figure 7 (a) shows how the four interaction shifts vary with pair angle. The largest shift is m X − m_{X_-} m X − below Θ m \Theta_m Θ m and m Y + m_{Y_+} m Y + above it, so the first unstable mode changes from counter-rotation to co-rotation at their crossing. The electric interaction gives the same shift to all four growth rates; the hydrodynamic interaction makes them different. Since λ 0 = ρ η 2 \lambda_0 = \rho\eta^2 λ 0 = ρ η 2 , the corresponding critical field is
Figure 7. Growth-rate shifts and steady amplitudes near onset for ϵ 21 = − 0.1097 \epsilon_{21}=-0.1097 ϵ 21 = − 0.1097 and σ 21 = − 0.5 \sigma_{21}=-0.5 σ 21 = − 0.5 . (a) Interaction shifts m k m_k m k for the four modes. The vertical line marks Θ m = cos − 1 ( 1 / 3 ) \Theta_m=\cos^{-1}(1/\sqrt{3}) Θ m = cos − 1 ( 1/ 3 ) , where the largest shifts m X − m_{X_-} m X − and m Y + m_{Y_+} m Y + coincide. (b) Scaled steady amplitude ∣ a k ∣ / M a c |a_k|/M_{\mathrm{ac}} ∣ a k ∣/ M ac on either sphere at Θ = 30 ∘ \Theta=30^\circ Θ = 3 0 ∘ . Solid curves are stable and dashed curves unstable to small perturbations of the four amplitude components. Colours in (b) follow the legend in (a).
( E c , k E c ( 0 ) ) 2 = 1 − η 2 m k + O ( η 4 ) . (84) \left(\frac{E_{c,k}}{E_c^{(0)}}\right)^2 = 1-\eta^2m_k+O(\eta^4). \tag*{(84)} ( E c ( 0 ) E c , k ) 2 = 1 − η 2 m k + O ( η 4 ) . (84)
Equation (84) is the leading near-onset asymptotic prediction for the interaction-induced change in each modal critical field. A positive m k m_k m k lowers that field, whereas a negative m k m_k m k raises it. Below, we compare these modal predictions with the stationary thresholds of the unexpanded dipole–rotlet model and compare their first-onset envelope with the boundary element results.
Since T 2 = η 2 t T_2 = \eta^2t T 2 = η 2 t , a linear mode evolves as
e Λ k T 2 = e η 2 Λ k t = e η 2 Λ k t p h y s / τ M W . (85) e^{\Lambda_kT_2}=e^{\eta^2\Lambda_kt}=e^{\eta^2\Lambda_kt_{\mathrm{phys}}/\tau_{\mathrm{MW}}}. \tag*{(85)} e Λ k T 2 = e η 2 Λ k t = e η 2 Λ k t phys / τ MW . (85)
Its leading growth rate is therefore η 2 Λ k \eta^2\Lambda_k η 2 Λ k per unit dimensionless time, or η 2 Λ k / τ M W \eta^2\Lambda_k/\tau_{\mathrm{MW}} η 2 Λ k / τ MW per second.
When Θ = 0 \Theta= 0 Θ = 0 , the line of centres and the field are parallel, so no direction in the transverse plane is preferred. Accordingly, m X ± = m Y ± = 4 σ 21 ∓ 1 / 2 m_{X_{\pm}} = m_{Y_{\pm}} = 4\sigma_{21}\mp1/2 m X ± = m Y ± = 4 σ 21 ∓ 1/2 . Because the corresponding X X X and Y Y Y growth rates coincide, the rotation axes can take any common azimuth.
Steady amplitudes and their stability
For an X X X mode, set X 1 = a k X_1 = a_k X 1 = a k , X 2 = q a k X_2 = qa_k X 2 = q a k , and Y 1 = Y 2 = 0 Y_1 = Y_2 = 0 Y 1 = Y 2 = 0 , where q = + 1 q = +1 q = + 1 means equal leading transverse dipoles and q = − 1 q = -1 q = − 1 means opposite ones. Thus q q q is the sign in the mode label X q X_q X q or Y q Y_q Y q ; we also use this sign in the onset and squared formulas below. For a Y Y Y mode, set Y 1 = a k Y_1 = a_k Y 1 = a k , Y 2 = q a k Y_2 = qa_k Y 2 = q a k , and X 1 = X 2 = 0 X_1 = X_2 = 0 X 1 = X 2 = 0 . Substitution into Eqs. (76) and (77) gives the scalar equation
d a k d T 2 = Λ k a k − a k 3 M a c 2 . (86) \frac{d a_k}{dT_2}=\Lambda_k a_k-\frac{a_k^3}{\mathrm{Ma}_c^2}. \tag*{(86)} d T 2 d a k = Λ k a k − Ma c 2 a k 3 . (86)
Besides a k = 0 a_k = 0 a k = 0 , its steady solutions are
a k = ± M a c Λ k , Λ k > 0. (87) a_k=\pm\mathrm{Ma}_c\sqrt{\Lambda_k}, \qquad\Lambda_k>0. \tag*{(87)} a k = ± Ma c Λ k , Λ k > 0. (87)
Their magnitude grows continuously from zero as the field exceeds the critical field for that mode. The two signs reverse both particles’ rotations. Here a k a_k a k is the amplitude on one particle; the corresponding sum or difference in Eq. (80) has magnitude 2 ∣ a k ∣ \sqrt{2}|a_k| 2 ∣ a k ∣ . To leading order the transverse dipole magnitude is η ∣ a k ∣ \eta|a_k| η ∣ a k ∣ and the angular speed is η Λ k \eta\sqrt{\Lambda_k} η Λ k .
Equation (86) describes perturbations that keep the chosen rotation pattern. To establish stability we must also perturb the other dipole components. For example, consider an X − X_- X − state with ( X 1 , X 2 ) = ( a k , − a k ) (X_1,X_2)=(a_k,-a_k) ( X 1 , X 2 ) = ( a k , − a k ) . In each row below, Δ X ( T 2 ) \Delta X(T_2) Δ X ( T 2 ) or Δ Y ( T 2 ) \Delta Y(T_2) Δ Y ( T 2 ) denotes the infinitesimal amplitude of the indicated perturbation. The rows are considered separately, each with its own growth rate:
perturbation growth rate on T 2 ( Δ X 1 , Δ X 2 ) = ( Δ X , − Δ X ) − 2 Λ X − ( Δ X 1 , Δ X 2 ) = ( Δ X , Δ X ) Λ X + − 3 Λ X − ( Δ Y 1 , Δ Y 2 ) = ( Δ Y , Δ Y ) Λ Y + − Λ X − ( Δ Y 1 , Δ Y 2 ) = ( Δ Y , − Δ Y ) Λ Y − − Λ X − (88) \begin{array}{c|c}
\text{perturbation} & \text{growth rate on }T_2\\
(\Delta X_1,\Delta X_2)=(\Delta X,-\Delta X) & -2\Lambda_{X_-}\\
(\Delta X_1,\Delta X_2)=(\Delta X,\Delta X) & \Lambda_{X_+}-3\Lambda_{X_-}\\
(\Delta Y_1,\Delta Y_2)=(\Delta Y,\Delta Y) & \Lambda_{Y_+}-\Lambda_{X_-}\\
(\Delta Y_1,\Delta Y_2)=(\Delta Y,-\Delta Y) & \Lambda_{Y_-}-\Lambda_{X_-} \tag*{(88)}
\end{array} perturbation ( Δ X 1 , Δ X 2 ) = ( Δ X , − Δ X ) ( Δ X 1 , Δ X 2 ) = ( Δ X , Δ X ) ( Δ Y 1 , Δ Y 2 ) = ( Δ Y , Δ Y ) ( Δ Y 1 , Δ Y 2 ) = ( Δ Y , − Δ Y ) growth rate on T 2 − 2 Λ X − Λ X + − 3 Λ X − Λ Y + − Λ X − Λ Y − − Λ X − (88)
These rates follow by substituting the steady state plus the indicated small perturbations into Eqs. (76) and (77) , and retaining terms linear in Δ X \Delta X Δ X and Δ Y \Delta Y Δ Y . The first perturbation changes the common magnitude of the two opposite dipoles. The second adds equal x x x components, making their magnitudes unequal. The last two add y y y components and therefore change the directions of the rotation axes. For example, the last pair obeys d ( Δ Y ) / d T 2 = ( Λ Y − − Λ X − ) Δ Y d(\Delta Y)/dT_2=(\Lambda_{Y_-}-\Lambda_{X_-})\Delta Y d ( Δ Y ) / d T 2 = ( Λ Y − − Λ X − ) Δ Y .
A steady state is stable if all four growth rates are negative. The full set of growth rates for all four patterns is given in Table S1 in Sec. SIII of the SM. It shows that the mode with the unique largest m k m_k m k gives a stable nonzero state whenever ρ + m k > 0 \rho+m_k>0 ρ + m k > 0 . At Θ = 30 ∘ \Theta=30^\circ Θ = 3 0 ∘ , X − X_- X − has the largest shift and therefore the lowest critical field. Figure 7 (b) shows that its nonzero branch is stable above this field (solid curve). The other single-mode branches are unstable (dashed curves). Each branch emerges continuously from zero at its own critical detuning and then grows with the square root of the distance above that threshold. The horizontal-axis intercepts therefore give the critical detuning of each branch; solid and dashed lines denote stable and unstable nonzero branches, respectively.
Table S1. Growth rates about each nonzero single-mode rotating branch, with Λ k = ρ + m k > 0 \Lambda_k=\rho+m_k>0 Λ k = ρ + m k > 0 for that branch. The X − X_- X − row gives the growth rates in Eq. (88) of the main text.
To determine which pattern first appears, substitute Eqs. (81) and (82) and cancel their common electric contribution:
m X − − m X + = 1 , m Y + − m X − = 1 2 ( 1 − 3 cos 2 Θ ) . (89) m_{X_-}-m_{X_+}=1,\qquad m_{Y_+}-m_{X_-}=\frac{1}{2}(1-3\cos^2\Theta). \tag*{(89)} m X − − m X + = 1 , m Y + − m X − = 2 1 ( 1 − 3 cos 2 Θ ) . (89)
Also m Y − ≤ m X − m_{Y_-}\le m_{X_-} m Y − ≤ m X − , with equality only at Θ = 0 \Theta=0 Θ = 0 . Thus counter-rotation of type X − X_- X − first appears for 0 < Θ < Θ m 0<\Theta<\Theta_m 0 < Θ < Θ m , and co-rotation of type Y + Y_+ Y + first appears for Θ m < Θ ≤ π / 2 \Theta_m<\Theta\le\pi/2 Θ m < Θ ≤ π /2 , where
Θ m = cos − 1 ( 1 / 3 ) ≃ 54.7 ∘ . (90) \Theta_m=\cos^{-1}(1/\sqrt{3})\simeq54.7^\circ. \tag*{(90)} Θ m = cos − 1 ( 1/ 3 ) ≃ 54. 7 ∘ . (90)
This angle also agrees with the small-amplitude limit of the away-from-onset phase-selection boundary in Eq. (40) : cos 2 Θ ∗ = 1 / [ 3 ( 1 + λ 0 ) ] \cos^2\Theta_* = 1/[3(1+\lambda_0)] cos 2 Θ ∗ = 1/ [ 3 ( 1 + λ 0 )] tends to 1 / 3 1/3 1/3 as λ 0 → 0 + \lambda_0\to0^+ λ 0 → 0 + . This agreement connects the rotating-state and near-onset asymptotics in the matching limit δ ≪ λ 0 ≪ 1 \delta\ll\lambda_0\ll1 δ ≪ λ 0 ≪ 1 .
At Θ = 0 \Theta= 0 Θ = 0 , rotating both axes by the same azimuthal angle gives another equivalent counter-rotating state. At Θ = Θ m \Theta= \Theta_m Θ = Θ m , the leading equations admit steady solutions with both X − X_- X − and Y + Y_+ Y + nonzero and the same total squared amplitude. Higher-order terms are needed to determine selection within this continuous family. The corresponding degeneracy is described in Sec. SIII of the SM.
Separating electric and hydrodynamic interactions
Governing equations and non-rotating state
To separate the effects of the two interaction mechanisms, introduce s E , s H ∈ { 0 , 1 } s_{\mathrm{E}},s_{\mathrm{H}} \in\{0,1\} s E , s H ∈ { 0 , 1 } and write
E i = e z − s E δ Π ⋅ P j , (91) \mathbf{E}_i = \mathbf{e}_z - s_{\mathrm{E}}\delta\mathbf{\Pi}\cdot\mathbf{P}_j, \tag*{(91)} E i = e z − s E δ Π ⋅ P j , (91)
Ω i + s H δ 2 Π ⋅ Ω j = M a − 1 P i × E i , (92) \mathbf{\Omega}_i + s_{\mathrm{H}}\frac{\delta}{2}\mathbf{\Pi}\cdot\mathbf{\Omega}_j = \mathrm{Ma}^{-1}\mathbf{P}_i \times\mathbf{E}_i, \tag*{(92)} Ω i + s H 2 δ Π ⋅ Ω j = Ma − 1 P i × E i , (92)
P ˙ i + s E ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (93) \dot{\mathbf{P}}_i + s_{\mathrm{E}}\epsilon_{21}\delta\mathbf{\Pi}\cdot\dot{\mathbf{P}}_j = \mathbf{\Omega}_i \times\left(\mathbf{P}_i-\epsilon_{21}\mathbf{E}_i\right)-\left(\mathbf{P}_i-\sigma_{21}\mathbf{E}_i\right). \tag*{(93)} P ˙ i + s E ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (93)
The choices ( s E , s H ) = ( 1 , 1 ) , ( 1 , 0 ) , ( 0 , 1 ) , ( 0 , 0 ) (s_{\mathrm{E}},s_{\mathrm{H}})=(1,1),(1,0),(0,1),(0,0) ( s E , s H ) = ( 1 , 1 ) , ( 1 , 0 ) , ( 0 , 1 ) , ( 0 , 0 ) give both interactions, electric interaction only, hydrodynamic interaction only, and isolated spheres, respectively. Switching the electric interaction off removes the neighbor’s contribution to the local field, its derivative, and the induced change in the non-rotating state. The imposed dc field and the electric torque responsible for Quincke rotation are retained in all four cases.
The common non-rotating field and dipole are
E n r = ( I + s E σ 21 δ Π ) − 1 ⋅ e z , P n r = σ 21 E n r . (94) \mathbf{E}_{\mathrm{nr}}=\left(\mathbf{I}+s_{\mathrm{E}}\sigma_{21}\delta\mathbf{\Pi}\right)^{-1}\cdot\mathbf{e}_z,\qquad\mathbf{P}_{\mathrm{nr}}=\sigma_{21}\mathbf{E}_{\mathrm{nr}}. \tag*{(94)} E nr = ( I + s E σ 21 δ Π ) − 1 ⋅ e z , P nr = σ 21 E nr . (94)
Because Ω i = 0 \mathbf{\Omega}_i=0 Ω i = 0 in this state, the rotlet flow vanishes. The base field depends on s E s_{\mathrm{E}} s E alone; with s E = 0 s_{\mathrm{E}}=0 s E = 0 , E n r = e z \mathbf{E}_{\mathrm{nr}}=\mathbf{e}_z E nr = e z and P n r = σ 21 e z \mathbf{P}_{\mathrm{nr}}=\sigma_{21}\mathbf{e}_z P nr = σ 21 e z .
Stationary onset in the unexpanded model
We first obtain the stationary critical fields of the unexpanded model, then compare their first-order expansion with the near-onset asymptotic predictions. In the linear stability analysis of the non-rotating state, write P i = P n r + p i \mathbf{P}_i=\mathbf{P}_{\mathrm{nr}}+\mathbf{p}_i P i = P nr + p i and Ω i = ω i \mathbf{\Omega}_i=\boldsymbol{\omega}_i Ω i = ω i , where the added quantities are infinitesimal perturbations. Equation (91) then gives E i = E n r − s E δ Π ⋅ p j \mathbf{E}_i=\mathbf{E}_{\mathrm{nr}}-s_{\mathrm{E}}\delta\mathbf{\Pi}\cdot\mathbf{p}_j E i = E nr − s E δ Π ⋅ p j . Thus the local-field perturbation is determined by the other dipole. Adding and subtracting the two linearized particle equations gives independent problems for equal and opposite perturbations, p 2 = q p 1 \mathbf{p}_2=q\mathbf{p}_1 p 2 = q p 1 and ω 2 = q ω 1 \boldsymbol{\omega}_2=q\boldsymbol{\omega}_1 ω 2 = q ω 1 , with q = + 1 q=+1 q = + 1 or − 1 -1 − 1 . We write ω q = ω 1 \boldsymbol{\omega}_q=\boldsymbol{\omega}_1 ω q = ω 1 for the angular-velocity perturbation in each sector.
At a stationary critical field the leading growth rate reaches zero. The time derivatives in the linearized Eq. (89c) then vanish, giving p i + s E σ 21 δ Π ⋅ p j = M a c E n r × ω i \mathbf{p}_i+s_{\mathrm{E}}\sigma_{21}\delta\mathbf{\Pi}\cdot\mathbf{p}_j=\mathrm{Ma}_c\mathbf{E}_{\mathrm{nr}}\times\boldsymbol{\omega}_i p i + s E σ 21 δ Π ⋅ p j = Ma c E nr × ω i . Substituting this relation into the linearized Eq. (89b), and using M a − 1 = ( E 0 / E c ( 0 ) ) 2 / M a c \mathrm{Ma}^{-1}=(E_0/E_c^{(0)})^2/\mathrm{Ma}_c Ma − 1 = ( E 0 / E c ( 0 ) ) 2 / Ma c from Eq. (20) , gives the neutral angular-velocity equation
( I + q s H δ 2 Π ) ⋅ ω q = ( E 0 E c ( 0 ) ) 2 [ ∣ E n r ∣ 2 I − E n r E n r ⋅ ] ω q . (95) \left(\mathbf{I}+\frac{q s_{\mathrm{H}}\delta}{2}\mathbf{\Pi}\right)\cdot\boldsymbol{\omega}_q=\left(\frac{E_0}{E_c^{(0)}}\right)^2\left[\lvert\mathbf{E}_{\mathrm{nr}}\rvert^2\mathbf{I}-\mathbf{E}_{\mathrm{nr}}\mathbf{E}_{\mathrm{nr}}\cdot\right]\boldsymbol{\omega}_q. \tag*{(95)} ( I + 2 q s H δ Π ) ⋅ ω q = ( E c ( 0 ) E 0 ) 2 [ ∣ E nr ∣ 2 I − E nr E nr ⋅ ] ω q . (95)
For each sign of q q q , this equation gives two positive critical fields, corresponding to two independent rotation-axis directions. For sufficiently small δ \delta δ , the linearized time-dependent equations have real growth rates, so onset occurs through a growth rate crossing zero. The linearized equations and the proof that all growth rates are real are given in Secs. SIV A.1–A.2 of the SM.
Because E n r \mathbf{E}_{\mathrm{nr}} E nr and R ^ \hat{\mathbf{R}} R ^ lie in the x x x –z z z plane, the matrix equation separates into rotation normal to that plane and rotation within it. Here X q X_q X q denotes X + X_+ X + for q = + 1 q=+1 q = + 1 and X − X_- X − for q = − 1 q=-1 q = − 1 , and likewise for Y q Y_q Y q . These finite-separation modes connect to the four near-onset modes of Sec. VII. The X q X_q X q angular velocity is normal to the pair-field plane, whereas the Y q Y_q Y q angular velocity lies within it. The calculation in Sec. SIV A.3 of the SM evaluates Eq. (95) and gives
( E c , X q E c ( 0 ) ) 2 = 1 + q s H δ / 2 ∣ E n r ∣ 2 , (96) \left(\frac{E_{\mathrm{c},X_q}}{E_c^{(0)}}\right)^2=\frac{1+q s_{\mathrm{H}}\delta/2}{\lvert\mathbf{E}_{\mathrm{nr}}\rvert^2}, \tag*{(96)} ( E c ( 0 ) E c , X q ) 2 = ∣ E nr ∣ 2 1 + q s H δ /2 , (96)
( E c , Y q E c ( 0 ) ) 2 = ( 1 + q s H δ / 2 ) ( 1 − q s H δ ) ( 1 + q s H δ / 2 ) ∣ E n r ∣ 2 − ( 3 q s H δ / 2 ) ( R ^ ⋅ E n r ) 2 . (97) \left(\frac{E_{\mathrm{c},Y_q}}{E_c^{(0)}}\right)^2=\frac{(1+q s_{\mathrm{H}}\delta/2)(1-q s_{\mathrm{H}}\delta)}{(1+q s_{\mathrm{H}}\delta/2)\lvert\mathbf{E}_{\mathrm{nr}}\rvert^2-(3q s_{\mathrm{H}}\delta/2)(\hat{\mathbf{R}}\cdot\mathbf{E}_{\mathrm{nr}})^2}. \tag*{(97)} ( E c ( 0 ) E c , Y q ) 2 = ( 1 + q s H δ /2 ) ∣ E nr ∣ 2 − ( 3 q s H δ /2 ) ( R ^ ⋅ E nr ) 2 ( 1 + q s H δ /2 ) ( 1 − q s H δ ) . (97)
These expressions are exact within the unexpanded dipole–rotlet model. The first onset occurs at the smallest of the four positive modal fields. The local-field derivative term in Eq. (89c) affects nonzero growth rates but vanishes in the stationary neutral condition. Normalization by E c ( 0 ) E_c^{(0)} E c ( 0 ) removes ϵ 21 \epsilon_{21} ϵ 21 from Eqs. (96) and (97) , so these normalized stationary thresholds depend on the conductivity contrast through E n r \mathbf{E}_{\mathrm{nr}} E nr . Carrying the switches through the multiple-scale calculation of Sec. VI multiplies the electric and hydrodynamic contributions by s E s_{\mathrm{E}} s E and s H s_{\mathrm{H}} s H , respectively. The resulting leading near-onset asymptotic growth-rate shifts are
m X ± = − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) ± s H 2 , (98) m_{X_\pm}=-2s_{\mathrm{E}}\sigma_{21}(1-3\cos^2\Theta)\pm\frac{s_{\mathrm{H}}}{2}, \tag*{(98)} m X ± = − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) ± 2 s H , (98)
m Y ± = − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) ± s H 2 ( 2 − 3 cos 2 Θ ) . (99) m_{Y_\pm}=-2s_{\mathrm{E}}\sigma_{21}(1-3\cos^2\Theta)\pm\frac{s_{\mathrm{H}}}{2}(2-3\cos^2\Theta). \tag*{(99)} m Y ± = − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) ± 2 s H ( 2 − 3 cos 2 Θ ) . (99)
For comparison with the unexpanded model, recall δ = η 2 \delta=\eta^2 δ = η 2 . Both calculations start from the same dipole–rotlet equations. Expanding Eqs. (96) and (97) to first order in δ \delta δ gives the same coefficients m k m_k m k as the near-onset multiple-scale calculation, for every switch setting. This agreement provides a nontrivial consistency check between the stationary linear stability calculation and the detuned multiple-scale derivation. Equation (84) gives each modal squared critical field. The lowest of these fields corresponds to the largest m k m_k m k ; selecting it and taking the square root gives
E c E c ( 0 ) = 1 − δ max k m k + O ( δ 2 ) . (100) \frac{E_c}{E_c^{(0)}}=\sqrt{1-\delta\max_k m_k+O(\delta^2)}. \tag*{(100)} E c ( 0 ) E c = 1 − δ k max m k + O ( δ 2 ) . (100)
Equation (100) therefore contains the same first-order asymptotic information as Eq. (84) , with the switches included and the first mode selected. Figure 8 (a) separates the two mechanisms: electric interaction alone raises onset near a field-aligned pair and lowers it near a perpendicular pair for this material, while hydrodynamic coupling splits the competing rotation modes. Their combined effect depends on pair angle. Panel (b) resolves the four modal fields and identifies which one sets the first-onset envelope. The solid and dashed curves remain close because the leading asymptotic shifts are common to both calculations; their differences arise from higher powers of δ \delta δ retained in the unexpanded model.
Figure 8. Stationary onset fields of the dipole–rotlet model at R = 2.5 R = 2.5 R = 2.5 , ε 21 = − 0.1097 \varepsilon_{21} = -0.1097 ε 21 = − 0.1097 , and σ 21 = − 0.5 \sigma_{21} = -0.5 σ 21 = − 0.5 . (a) First onset with both interactions (EI + HI), electric interaction only (EI), hydrodynamic interaction only (HI), and isolated spheres. Solid curves are the unexpanded-model thresholds and dashed curves are the leading near-onset asymptotic prediction (100) . (b) Four modal thresholds with both interactions. The dotted black curve gives the lowest of the four thresholds at each angle. The vertical dotted line marks the unexpanded-model X − − Y + X_--Y_+ X − − Y + crossover at Θ c r o s s = 50.8 ∘ \Theta_{\mathrm{cross}} = 50.8^\circ Θ cross = 50. 8 ∘ .
Interaction mechanisms and finite-separation crossover
We now use the unexpanded thresholds (92)–(93) to distinguish the two interaction mechanisms and determine how finite separation changes the crossover between the first unstable modes. With electric interaction only, s H = 0 s_H=0 s H = 0 and all four stationary thresholds coincide at E c / E c ( 0 ) = ∣ E n r ∣ − 1 E_c/E_c^{(0)}=|\mathbf{E}_{\mathrm{nr}}|^{-1} E c / E c ( 0 ) = ∣ E nr ∣ − 1 . Electric interaction changes the local field magnitude and its direction, but does not split these stationary thresholds within the unexpanded model. With hydrodynamic interaction only, E n r = e z \mathbf{E}_{\mathrm{nr}}=\mathbf{e}_z E nr = e z , so the X q X_q X q squared thresholds reduce to 1 + q δ / 2 1+q\delta/2 1 + q δ /2 ; the Y q Y_q Y q thresholds follow Eq. (97) with ∣ E n r ∣ = 1 |\mathbf{E}_{\mathrm{nr}}|=1 ∣ E nr ∣ = 1 and R ^ ⋅ E n r = cos Θ \hat{\mathbf{R}}\cdot\mathbf{E}_{\mathrm{nr}}=\cos\Theta R ^ ⋅ E nr = cos Θ . The X − X_- X − onset is therefore independent of angle until the Y + Y_+ Y + mode sets a lower threshold at larger pair angles.
When the hydrodynamic interaction is present, the first instability is controlled by X − X_- X − or Y + Y_+ Y + . Neither X + X_+ X + nor Y − Y_- Y − becomes unstable at a lower field than X − X_- X − . Determining the first onset therefore requires only a comparison of X − X_- X − and Y + Y_+ Y + . Let Θ c r o s s ( R ) \Theta_{\mathrm{cross}}(R) Θ cross ( R ) denote the pair angle where the X − X_- X − and Y + Y_+ Y + onset fields coincide. Equating these two thresholds gives
( R ^ ⋅ E n r ) 2 ∣ E n r ∣ 2 = 1 + δ / 2 3 ( 1 − δ / 2 ) . (101) \frac{\left(\hat{\mathbf{R}}\cdot\mathbf{E}_{\mathrm{nr}}\right)^2}{|\mathbf{E}_{\mathrm{nr}}|^2}
=\frac{1+\delta/2}{3(1-\delta/2)}. \tag*{(101)} ∣ E nr ∣ 2 ( R ^ ⋅ E nr ) 2 = 3 ( 1 − δ /2 ) 1 + δ /2 . (101)
In the leading near-onset asymptotic limit, this reduces to cos 2 Θ = 1 / 3 \cos^2\Theta=1/3 cos 2 Θ = 1/3 . At finite separation, the higher powers of δ \delta δ retained by the unexpanded model and the electric tilt of the base field shift the angle at which the two critical fields coincide. With hydrodynamic interaction only,
cos 2 Θ c r o s s H ( R ) = 1 + 1 / ( 2 R 3 ) 3 [ 1 − 1 / ( 2 R 3 ) ] . (102) \cos^2\Theta_{\mathrm{cross}}^{\mathrm{H}}(R)
=\frac{1+1/(2R^3)}{3[1-1/(2R^3)]}. \tag*{(102)} cos 2 Θ cross H ( R ) = 3 [ 1 − 1/ ( 2 R 3 )] 1 + 1/ ( 2 R 3 ) . (102)
The left-hand side of Eq. (101) is the squared cosine of the angle between the line of centres and the local non-rotating electric field. With hydrodynamic interaction alone, this field is the imposed field, so the left-hand side is cos 2 Θ \cos^2\Theta cos 2 Θ . Electric interaction tilts the local field. The same criterion on its orientation relative to the pair axis is therefore reached at a different value of Θ \Theta Θ , which is measured from the imposed field. For σ 21 = − 0.5 \sigma_{21}=-0.5 σ 21 = − 0.5 and R = 2.5 R=2.5 R = 2.5 , this gives Θ c r o s s = 50.8 ∘ \Theta_{\mathrm{cross}}=50.8^\circ Θ cross = 50. 8 ∘ , compared with Θ c r o s s H = 53.4 ∘ \Theta_{\mathrm{cross}}^{\mathrm{H}}=53.4^\circ Θ cross H = 53. 4 ∘ and the near-onset asymptotic value Θ m = 54.7 ∘ \Theta_m=54.7^\circ Θ m = 54. 7 ∘ . At R = 6 R=6 R = 6 , the corresponding values are 54.45 ∘ 54.45^\circ 54.4 5 ∘ and 54.64 ∘ 54.64^\circ 54.6 4 ∘ , approaching the near-onset asymptotic angle. The kink in Figure 8 (a,Figure 8 b) results from taking the lower of the smooth X − X_- X − and Y + Y_+ Y + threshold curves. The envelope is continuous, but their unequal slopes produce a change in its angular derivative at the crossing. Both the unexpanded model and the leading asymptotic theory predict this switch of the first unstable mode, generally at different angles. The explicit crossover calculation is given in Sec. SIV.A of the SM.
Steady rotation away from onset
The near-onset amplitude equations apply when λ 0 = O ( δ ) \lambda_0=\mathcal{O}(\delta) λ 0 = O ( δ ) . We now return to the regular expansion of Sec. III, which gives steady angular-speed predictions away from onset. This calculation holds at a fixed supercritical field with λ 0 > 0 \lambda_0>0 λ 0 > 0 and requires δ / λ 0 ≪ 1 \delta/\lambda_0\ll1 δ / λ 0 ≪ 1 , so that the interaction correction remains small relative to the isolated rotation. At E 0 / E c ( 0 ) = 2 E_0/E_c^{(0)}=2 E 0 / E c ( 0 ) = 2 , the phase-selection boundary in Eq. (40) is Θ ∗ ≃ 73.2 ∘ \Theta_* \simeq73.2^\circ Θ ∗ ≃ 73. 2 ∘ . Counter-rotation is stable below this angle and the co-rotating branch of Eq. (42) is stable above it. We therefore evaluate the counter-rotating state ( ϕ 1 , ϕ 2 ) = ( 0 , π ) (\phi_1,\phi_2)=(0,\pi) ( ϕ 1 , ϕ 2 ) = ( 0 , π ) at Θ = 0 , π / 4 \Theta=0,\pi/4 Θ = 0 , π /4 , and the co-rotating state with ϕ 1 = ϕ 2 = π / 2 \phi_1=\phi_2=\pi/2 ϕ 1 = ϕ 2 = π /2 at Θ = π / 2 \Theta=\pi/2 Θ = π /2 . Their transverse dipole corrections correspond to the X − X_- X − and Y + Y_+ Y + patterns of Sec. VII, respectively.
For the theory and simulation comparisons, define the mean angular speed
Ω ‾ = ∣ Ω 1 ∣ + ∣ Ω 2 ∣ 2 . (103) \overline{\Omega}=\frac{|\Omega_1|+|\Omega_2|}{2}. \tag*{(103)} Ω = 2 ∣ Ω 1 ∣ + ∣ Ω 2 ∣ . (103)
We impose Eq. (28) , substitute the steady dipole corrections (29) and (30) into Eq. (13) , and obtain the first-order regular asymptotic predictions
Ω ‾ X = λ 0 − δ ( P ⊥ ( 0 ) ) 2 + M a 2 P ⊥ ( 0 ) M a [ ( ϵ 21 − M a ) ( 1 − 3 cos 2 Θ ) − 1 4 ] + O ( δ 2 ) . (104) \overline{\Omega}_X
=\sqrt{\lambda_0}
-\delta\frac{(P_{\perp}^{(0)})^2+\mathrm{Ma}^2}{P_{\perp}^{(0)}\mathrm{Ma}}
\left[(\epsilon_{21}-\mathrm{Ma})(1-3\cos^2\Theta)-\frac{1}{4}\right]
+O(\delta^2). \tag*{(104)} Ω X = λ 0 − δ P ⊥ ( 0 ) Ma ( P ⊥ ( 0 ) ) 2 + Ma 2 [ ( ϵ 21 − Ma ) ( 1 − 3 cos 2 Θ ) − 4 1 ] + O ( δ 2 ) . (104)
Ω ‾ Y + ∣ Θ = π / 2 = λ 0 − δ ( P ⊥ ( 0 ) ) 2 + M a 2 P ⊥ ( 0 ) M a ( ε 21 − M a − 1 2 ) + O ( δ 2 ) . (105) \left.\overline{\Omega}_{Y_+}\right|_{\Theta=\pi/2}
= \sqrt{\lambda_0}
- \delta\frac{\left(P_{\perp}^{(0)}\right)^2+\mathrm{Ma}^2}{P_{\perp}^{(0)}\mathrm{Ma}}
\left(\varepsilon_{21}-\mathrm{Ma}-\frac{1}{2}\right)
+ O\left(\delta^2\right). \tag*{(105)} Ω Y + Θ = π /2 = λ 0 − δ P ⊥ ( 0 ) Ma ( P ⊥ ( 0 ) ) 2 + Ma 2 ( ε 21 − Ma − 2 1 ) + O ( δ 2 ) . (105)
In each bracket, the term containing ε 21 − M a \varepsilon_{21}-\mathrm{Ma} ε 21 − Ma comes from the electric dipole field of the other sphere; the constant − 1 / 4 -1/4 − 1/4 or − 1 / 2 -1/2 − 1/2 comes from its rotlet flow. Their signs determine whether each interaction speeds up or slows down the chosen rotating state. The component derivation and overlap with the near-onset amplitudes are given in Sec. SIV B of the SM. Section XI compares these regular asymptotic mean speeds with the unexpanded model and BEM results.
Boundary element formulation
The boundary element method [64 , 65 ] is well suited to simulating the electrohydrodynamics of particles. It solves Laplace’s equation for the electric potential [58 , 66 ] and the Stokes equations for the fluid flow [67 , 68 ] through boundary integral equations, requiring only the particle surfaces to be discretized. Here, we extend the validated single-particle solver [48 ] to two interacting rigid spheres. The simulations evolve the surface charge and resolve the coupled electric and hydrodynamic interactions, providing a numerical benchmark for the dipole–rotlet model and asymptotic theory. For the Stokes problem, we use the completed, deflated double-layer formulation of Pozrikidis [69 ] . Figure 9 shows the flat triangular mesh used to discretize each sphere.
Figure 9. Discretized sphere pair at R = 2.5 R = 2.5 R = 2.5 and Θ = π / 4 \Theta= \pi/4 Θ = π /4 . Each surface contains 642 nodes and 1280 flat three-node triangles, generated by three subdivisions of an icosahedron. Surface densities are interpolated with continuous piecewise-linear (P1) basis functions. The arrow indicates the imposed field; the dashed line joins the centres.
To extend the validated single-particle solver to two spheres with minimal changes, we retain its electroviscous time scale τ E = μ / ( ε 1 E 0 2 ) \tau_E = \mu/(\varepsilon_1 E_0^2) τ E = μ / ( ε 1 E 0 2 ) . For dimensional time t p h y s t_{\mathrm{phys}} t phys and angular velocity Ω p h y s \boldsymbol{\Omega}_{\mathrm{phys}} Ω phys , the solver uses t B = t p h y s / τ E t_B = t_{\mathrm{phys}}/\tau_E t B = t phys / τ E and Ω B = τ E Ω p h y s \boldsymbol{\Omega}_B = \tau_E\boldsymbol{\Omega}_{\mathrm{phys}} Ω B = τ E Ω phys . We express the results and the equations below in the Maxwell–Wagner units of Sec. II. Since M a = 2 τ E / τ M W \mathrm{Ma}=2\tau_E/\tau_{\mathrm{MW}} Ma = 2 τ E / τ MW , the conversion is
t = M a 2 t B , Ω = 2 M a Ω B . (106) t=\frac{\mathrm{Ma}}{2}t_B,\qquad\Omega=\frac{2}{\mathrm{Ma}}\Omega_B. \tag*{(106)} t = 2 Ma t B , Ω = Ma 2 Ω B . (106)
Let S = S 1 ∪ S 2 S=S_1\cup S_2 S = S 1 ∪ S 2 , with the unit normal pointing from each solid into the fluid, and let s i ( x ) = x − x c , i \boldsymbol{s}_i(\boldsymbol{x})=\boldsymbol{x}-\boldsymbol{x}_{c,i} s i ( x ) = x − x c , i denote the displacement from the centre of sphere i i i . We scale length by a a a , electric field by E 0 E_0 E 0 and free surface charge by ϵ 1 E 0 \epsilon_1E_0 ϵ 1 E 0 . The physical material ratios are
Q = ϵ 2 ϵ 1 , κ = σ 2 σ 1 , χ = Q + 2 κ + 2 . (107) Q=\frac{\epsilon_2}{\epsilon_1},\qquad\kappa=\frac{\sigma_2}{\sigma_1},\qquad\chi=\frac{Q+2}{\kappa+2}. \tag*{(107)} Q = ϵ 1 ϵ 2 , κ = σ 1 σ 2 , χ = κ + 2 Q + 2 . (107)
Superscripts + + + and − - − denote electric fields evaluated at the interface on the fluid and solid sides, respectively. Continuity of potential and Gauss’s law give E t + = E t − \boldsymbol{E}_t^+=\boldsymbol{E}_t^- E t + = E t − and q s = E n + − Q E n − q_s=E_n^+-QE_n^- q s = E n + − Q E n − . For prescribed surface charge, the electrical unknown is the jump in normal electric field,
Δ E n , i = E n , i + − E n , i − . (108) \Delta E_{n,i}=E_{n,i}^+-E_{n,i}^-. \tag*{(108)} Δ E n , i = E n , i + − E n , i − . (108)
It is also the density of the single-layer potential. With G ( x 0 , x ) = [ 4 π ∣ x 0 − x ∣ ] − 1 G(\boldsymbol{x}_0,\boldsymbol{x})=[4\pi|\boldsymbol{x}_0-\boldsymbol{x}|]^{-1} G ( x 0 , x ) = [ 4 π ∣ x 0 − x ∣ ] − 1 , the potential is
Φ ( x 0 ) = − e z ⋅ x 0 + ∑ j = 1 2 ∫ S j G ( x 0 , x ) Δ E n , j ( x ) d S . (109) \Phi(\boldsymbol{x}_0)=-\boldsymbol{e}_z\cdot\boldsymbol{x}_0+\sum_{j=1}^{2}\int_{S_j}G(\boldsymbol{x}_0,\boldsymbol{x})\Delta E_{n,j}(\boldsymbol{x})\,\mathrm{d}S. \tag*{(109)} Φ ( x 0 ) = − e z ⋅ x 0 + j = 1 ∑ 2 ∫ S j G ( x 0 , x ) Δ E n , j ( x ) d S . (109)
For a target x 0 ∈ S i \boldsymbol{x}_0\in S_i x 0 ∈ S i , the regularized equation for this jump is
∫ S i [ Δ E n , i ( x ) − Δ E n , i ( x 0 ) ] n i ( x 0 ) ⋅ ∇ 0 G d S + ∑ j ≠ i ∫ S j Δ E n , j ( x ) n i ( x 0 ) ⋅ ∇ 0 G d S + Δ E n , i ( x 0 ) [ Q Q − 1 − L i ( x 0 ) ] = e z ⋅ n i ( x 0 ) + q s , i ( x 0 ) Q − 1 . (110) \begin{aligned}
&\int_{S_i}[\Delta E_{n,i}(\boldsymbol{x})-\Delta E_{n,i}(\boldsymbol{x}_0)]\boldsymbol{n}_i(\boldsymbol{x}_0)\cdot\nabla_0G\,\mathrm{d}S\\
&+\sum_{j\ne i}\int_{S_j}\Delta E_{n,j}(\boldsymbol{x})\boldsymbol{n}_i(\boldsymbol{x}_0)\cdot\nabla_0G\,\mathrm{d}S\\
&+\Delta E_{n,i}(\boldsymbol{x}_0)\left[\frac{Q}{Q-1}-L_i(\boldsymbol{x}_0)\right]\\
&=\boldsymbol{e}_z\cdot\boldsymbol{n}_i(\boldsymbol{x}_0)+\frac{q_{s,i}(\boldsymbol{x}_0)}{Q-1}. \tag*{(110)}
\end{aligned} ∫ S i [ Δ E n , i ( x ) − Δ E n , i ( x 0 )] n i ( x 0 ) ⋅ ∇ 0 G d S + j = i ∑ ∫ S j Δ E n , j ( x ) n i ( x 0 ) ⋅ ∇ 0 G d S + Δ E n , i ( x 0 ) [ Q − 1 Q − L i ( x 0 ) ] = e z ⋅ n i ( x 0 ) + Q − 1 q s , i ( x 0 ) . (110)
Subtracting the target value of the density regularizes the self-surface integral. The integral over the other sphere has no coincident-point singularity. The geometric correction from the self-surface subtraction of Sellier [70 ] and Das and Saintillan [58 ] takes the following form on sphere i i i ,
L i ( x 0 ) = n i ( x 0 ) ⋅ ∫ S i { 2 G n i ( x ) + [ n i ( x ) − n i ( x 0 ) ] [ n i ( x ) ⋅ ∇ x G ] } d S . (111) L_i(\boldsymbol{x}_0)=\boldsymbol{n}_i(\boldsymbol{x}_0)\cdot\int_{S_i}\left\{2G\boldsymbol{n}_i(\boldsymbol{x})+[\boldsymbol{n}_i(\boldsymbol{x})-\boldsymbol{n}_i(\boldsymbol{x}_0)][\boldsymbol{n}_i(\boldsymbol{x})\cdot\nabla_xG]\right\}\,\mathrm{d}S. \tag*{(111)} L i ( x 0 ) = n i ( x 0 ) ⋅ ∫ S i { 2 G n i ( x ) + [ n i ( x ) − n i ( x 0 )] [ n i ( x ) ⋅ ∇ x G ] } d S . (111)
Here ∇ x G \nabla_xG ∇ x G differentiates with respect to the integration point x \boldsymbol{x} x . The factor 2 is the surface divergence of the outward unit normal on a sphere of unit radius.
After solving Eq. (110) , the normal fields follow from
E n , i + = q s , i − Q Δ E n , i 1 − Q , E n , i − = q s , i − Δ E n , i 1 − Q . (112) E_{n,i}^+=\frac{q_{s,i}-Q\Delta E_{n,i}}{1-Q},\qquad E_{n,i}^-=\frac{q_{s,i}-\Delta E_{n,i}}{1-Q}. \tag*{(112)} E n , i + = 1 − Q q s , i − Q Δ E n , i , E n , i − = 1 − Q q s , i − Δ E n , i . (112)
The surface potential is then evaluated using Eq. (109) , and its surface gradient gives
E t , i = − ∇ s Φ . (113) \boldsymbol{E}_{t,i}=-\nabla_s\Phi. \tag*{(113)} E t , i = − ∇ s Φ. (113)
This avoids direct evaluation of the strongly singular tangential-field integral. The reconstructed fields determine the dimensionless Maxwell-stress jump and electric torque:
f E , i = [ E i + E i + − 1 2 ∣ E i + ∣ 2 I − Q ( E i − E i − − 1 2 ∣ E i − ∣ 2 I ) ] ⋅ n i , (114) \boldsymbol{f}_{E,i}=\left[\boldsymbol{E}_i^+\boldsymbol{E}_i^+-\frac{1}{2}|\boldsymbol{E}_i^+|^2\boldsymbol{I}-Q\left(\boldsymbol{E}_i^-\boldsymbol{E}_i^--\frac{1}{2}|\boldsymbol{E}_i^-|^2\boldsymbol{I}\right)\right]\cdot\boldsymbol{n}_i, \tag*{(114)} f E , i = [ E i + E i + − 2 1 ∣ E i + ∣ 2 I − Q ( E i − E i − − 2 1 ∣ E i − ∣ 2 I ) ] ⋅ n i , (114)
T E , i = ∫ S i s i ( x ) × f E , i d S . (115) \boldsymbol{T}_{E,i}=\int_{S_i}\boldsymbol{s}_i(\boldsymbol{x})\times\boldsymbol{f}_{E,i}\,\mathrm{d}S. \tag*{(115)} T E , i = ∫ S i s i ( x ) × f E , i d S . (115)
The steady non-rotating charge distribution gives zero net electric torque on each sphere. Numerical integration on the mesh leaves a small residual T E , i n r \boldsymbol{T}_{E,i}^{\mathrm{nr}} T E , i nr . We evaluate this residual once on the unperturbed state and subtract it from each subsequent torque so that a perturbation of the charge distribution drives the measured rotation.
The exterior fluid obeys the incompressible Stokes equations and is at rest at infinity. To isolate torque-driven rotational coupling, we prescribe the electric torque on each sphere and set both force inputs to zero in the Stokes mobility problem. Let ψ j \boldsymbol{\psi}_j ψ j be the Stokes double-layer density on S j S_j S j . The completed double-layer representation [69 , 71 ] gives the exterior velocity at x 0 \boldsymbol{x}_0 x 0 as
u ( x 0 ) = ∑ j = 1 2 ∫ S j K j ⋅ ψ j ( x ) d S + v ( x 0 ) . (116) \boldsymbol{u}(\boldsymbol{x}_0)=\sum_{j=1}^{2}\int_{S_j}\mathbf{K}_j\cdot\boldsymbol{\psi}_j(\boldsymbol{x})\,\mathrm{d}S+\boldsymbol{v}(\boldsymbol{x}_0). \tag*{(116)} u ( x 0 ) = j = 1 ∑ 2 ∫ S j K j ⋅ ψ j ( x ) d S + v ( x 0 ) . (116)
At the integration point x ∈ S j \boldsymbol{x}\in S_j x ∈ S j , let r = x − x 0 \boldsymbol{r}=\boldsymbol{x}-\boldsymbol{x}_0 r = x − x 0 . Contracting the stresslet with the outward unit normal n j ( x ) \boldsymbol{n}_j(\boldsymbol{x}) n j ( x ) gives
K j ( x , x 0 ) = − 6 r ⋅ n j ( x ) ∣ r ∣ 5 r r . (117) \mathbf{K}_j(\boldsymbol{x},\boldsymbol{x}_0)=-6\frac{\boldsymbol{r}\cdot\boldsymbol{n}_j(\boldsymbol{x})}{|\boldsymbol{r}|^5}\boldsymbol{r}\boldsymbol{r}. \tag*{(117)} K j ( x , x 0 ) = − 6 ∣ r ∣ 5 r ⋅ n j ( x ) r r . (117)
The point torques at the sphere centres give the completion velocity
v ( x 0 ) = 1 4 π M a ∑ j = 1 2 ( T E , j − T E , j n r ) × s j ( x 0 ) ∣ s j ( x 0 ) ∣ 3 . (118) \boldsymbol{v}(\boldsymbol{x}_0)=\frac{1}{4\pi\mathrm{Ma}}\sum_{j=1}^{2}\frac{(\boldsymbol{T}_{E,j}-\boldsymbol{T}_{E,j}^{\mathrm{nr}})\times\boldsymbol{s}_j(\boldsymbol{x}_0)}{|\boldsymbol{s}_j(\boldsymbol{x}_0)|^3}. \tag*{(118)} v ( x 0 ) = 4 π Ma 1 j = 1 ∑ 2 ∣ s j ( x 0 ) ∣ 3 ( T E , j − T E , j nr ) × s j ( x 0 ) . (118)
The prefactor uses the Maxwell–Wagner time scale and the Mason number in Eq. (2) , which is twice that used in Ref. [48 ] .
At a target x 0 ∈ S i \boldsymbol{x}_0\in S_i x 0 ∈ S i , the no-slip condition is
u ( x 0 ) = U i + Ω i × s i ( x 0 ) . (119) \boldsymbol{u}(\boldsymbol{x}_0)=\boldsymbol{U}_i+\boldsymbol{\Omega}_i\times\boldsymbol{s}_i(\boldsymbol{x}_0). \tag*{(119)} u ( x 0 ) = U i + Ω i × s i ( x 0 ) . (119)
Let A i A_i A i denote the area of S i S_i S i . Applying the self-surface subtraction to the deflated boundary integral equation of
Pozrikidis [69 ] gives
− ∫ S i K i ⋅ [ ψ i ( x ) − ψ i ( x 0 ) ] d S − ∑ j ≠ i ∫ S j K j ⋅ ψ j ( x ) d S + 4 π A i n i ( x 0 ) ∫ S i ψ i ⋅ n i d S + U i + Ω i × s i ( x 0 ) = v ( x 0 ) . (120) -\int_{S_i} \mathbf{K}_i\cdot[\psi_i(\mathbf{x})-\psi_i(\mathbf{x}_0)]\,\mathrm{d}S
-\sum_{j\ne i}\int_{S_j}\mathbf{K}_j\cdot\psi_j(\mathbf{x})\,\mathrm{d}S
+\frac{4\pi}{A_i}\mathbf{n}_i(\mathbf{x}_0)\int_{S_i}\psi_i\cdot\mathbf{n}_i\,\mathrm{d}S
+\mathbf{U}_i+\boldsymbol{\Omega}_i\times\mathbf{s}_i(\mathbf{x}_0)=\mathbf{v}(\mathbf{x}_0). \tag*{(120)} − ∫ S i K i ⋅ [ ψ i ( x ) − ψ i ( x 0 )] d S − j = i ∑ ∫ S j K j ⋅ ψ j ( x ) d S + A i 4 π n i ( x 0 ) ∫ S i ψ i ⋅ n i d S + U i + Ω i × s i ( x 0 ) = v ( x 0 ) . (120)
The local term − 4 π ψ i ( x 0 ) -4\pi\psi_i(\mathbf{x}_0) − 4 π ψ i ( x 0 ) in the subtraction identity cancels the exterior jump, leaving the density difference in the first integral. The second integral gives the contribution from the other sphere and is regular. The term proportional to n i ( x 0 ) \mathbf{n}_i(\mathbf{x}_0) n i ( x 0 ) deflates the normal mode on S i S_i S i .
The translational and angular velocities in Eq. (113b) follow from the surface moments of the same density [69 ] ,
U i = − 4 π A i ∫ S i ψ i d S , (121) \mathbf{U}_i=-\frac{4\pi}{A_i}\int_{S_i}\psi_i\,\mathrm{d}S, \tag*{(121)} U i = − A i 4 π ∫ S i ψ i d S , (121)
I i ⋅ Ω i = − 4 π ∫ S i s i ( x ) × ψ i d S , (122) \mathbf{I}_i\cdot\boldsymbol{\Omega}_i=-4\pi\int_{S_i}\mathbf{s}_i(\mathbf{x})\times\psi_i\,\mathrm{d}S, \tag*{(122)} I i ⋅ Ω i = − 4 π ∫ S i s i ( x ) × ψ i d S , (122)
I i = ∫ S i ( ∣ s i ( x ) ∣ 2 I − s i ( x ) s i ( x ) ) d S . (123) \mathbf{I}_i=\int_{S_i}\left(\lvert\mathbf{s}_i(\mathbf{x})\rvert^2\mathbf{I}-\mathbf{s}_i(\mathbf{x})\mathbf{s}_i(\mathbf{x})\right)\,\mathrm{d}S. \tag*{(123)} I i = ∫ S i ( ∣ s i ( x ) ∣ 2 I − s i ( x ) s i ( x ) ) d S . (123)
Here I i \mathbf{I}_i I i is the surface moment of inertia tensor. We solve Eq. (113b) for both densities together. For the fixed pair we discard the computed translations and use the angular velocities to advance the charge and material surface nodes.
D q s , i D t = χ ( κ E n , i − − E n , i + ) , (124) \frac{Dq_{s,i}}{Dt}=\chi(\kappa E_{n,i}^{-}-E_{n,i}^{+}), \tag*{(124)} D t D q s , i = χ ( κ E n , i − − E n , i + ) , (124)
d x d t = Ω i × s i ( x ) , x ∈ S i . (125) \frac{\mathrm{d}\mathbf{x}}{\mathrm{d}t}=\boldsymbol{\Omega}_i\times\mathbf{s}_i(\mathbf{x}),\qquad\mathbf{x}\in S_i. \tag*{(125)} d t d x = Ω i × s i ( x ) , x ∈ S i . (125)
The derivative follows material surface nodes. Rigid rotation preserves area, so their motion incorporates charge convection.
The surfaces use flat P1 triangles, with continuous piecewise-linear densities and 642 nodes and 1280 triangles on each sphere for the main results. Singular element integrals use Duffy-transformed quadrature [72 ] , and the linear systems are solved with GMRES [73 ] . Tangential fields are obtained by local surface differentiation of the potential. Charge and orientation are advanced together by explicit midpoint stepping with Δ t B = 0.1 \Delta t_B=0.1 Δ t B = 0.1 . The dipole coefficient corresponding to the unexpanded-model convention is recovered from the single-layer density as
P i = 1 4 π ∫ S i Δ E n , i ( x ) s i ( x ) d S . (126) \mathbf{P}_i=\frac{1}{4\pi}\int_{S_i}\Delta E_{n,i}(\mathbf{x})\mathbf{s}_i(\mathbf{x})\,\mathrm{d}S. \tag*{(126)} P i = 4 π 1 ∫ S i Δ E n , i ( x ) s i ( x ) d S . (126)
For the counter-rotating state at R = 8 R=8 R = 8 , Θ = 0 \Theta=0 Θ = 0 , and E 0 / E c ( 0 ) = 2 E_0/E_c^{(0)}=2 E 0 / E c ( 0 ) = 2 , with the material parameters in Eq. (128) , increasing the mesh from 642 to 2562 nodes per sphere changed the steady mean angular speed by 0.035% and the interaction-induced speed correction by approximately 2%. Halving Δ t B \Delta t_B Δ t B from 0.1 to 0.05 changed both quantities by less than 0.001%. The interaction correction uses an isolated-sphere baseline computed with matching numerical settings. Separately, tightening both dipole-ODE integration tolerances by a factor of 100 changed the sampled dimensionless dipole components by less than 7 × 10 − 11 7\times10^{-11} 7 × 1 0 − 11 in tests at R = 2.5 R=2.5 R = 2.5 , 4 and Θ = 0 \Theta=0 Θ = 0 , π / 4 \pi/4 π /4 , π / 2 \pi/2 π /2 , with the material in Eq. (127) .
Numerical results
Onset envelope from perturbation growth and decay
The onset calculations use the material ratios Q ≃ 1.4216 Q\simeq1.4216 Q ≃ 1.4216 and κ = 10 − 6 \kappa=10^{-6} κ = 1 0 − 6 , giving
ϵ 21 ≃ 0.1232 , σ 21 ≃ − 0.5. (127) \epsilon_{21}\simeq0.1232,\qquad\sigma_{21}\simeq-0.5. \tag*{(127)} ϵ 21 ≃ 0.1232 , σ 21 ≃ − 0.5. (127)
This is a nearly insulating particle with higher permittivity than the suspending fluid. For each comparison, the BEM simulations, unexpanded dipole–rotlet model and asymptotic predictions use matching material parameters. The angular-speed comparisons below use the second material in Eq. (128) . The small finite conductivity approximates an insulating sphere in both sets of simulations.
We locate onset by following small perturbations of the interacting non-rotating charge distribution. For each geometry, a lower test field is placed 3% below the smaller of the unexpanded-model and near-onset asymptotic first-onset fields, and an upper test field 3% above the larger of the two. All four rotation patterns decay at the lower field, while at least one grows at the upper field. The two fields therefore define an interval containing the onset of rotation. These tests provide an initial comparison with the predicted critical fields. Refining the interval by time integration becomes costly near onset, because the leading growth or decay rate approaches zero and an appreciable change takes progressively longer to observe. A steady-state BEM solver with pseudo-arclength continuation and bifurcation detection could locate onset directly and follow both stable and unstable rotating branches. Each continuation step would require a nonlinear solve coupling surface charge and rigid-body rotation, making an efficient implementation a substantial computational undertaking.
Figure 10 compares these intervals with the near-onset asymptotic and unexpanded-model onset curves at R = 2.5 R=2.5 R = 2.5 , 3, 4. The interaction lowers or raises the onset field according to pair orientation. Its effect is most visible for the closer pairs and weakens as the separation grows. At the numerical resolution used, intervals entirely above E 0 / E c ( 0 ) = 1 E_0/E_c^{(0)}=1 E 0 / E c ( 0 ) = 1 show that interactions raise onset, while intervals entirely below unity show that they lower it. The former occur for R = 2.5 R = 2.5 R = 2.5 near Θ = 0 \Theta= 0 Θ = 0 ; the latter occur for R = 2.5 R = 2.5 R = 2.5 and R = 3 R = 3 R = 3 near Θ = π / 2 \Theta= \pi/2 Θ = π /2 . At R = 4 R = 4 R = 4 , the intervals contain unity, so the tests cannot determine the sign of the smaller shift.
Figure 10. Finite-resolution onset range with boundary element simulations for the material ratios in Eq. (127) . Solid curves are the stationary thresholds of the unexpanded model; dashed curves are the leading near-onset asymptotic prediction. Downward and upward open triangles denote BEM fields at which all four tested rotation patterns decay or at least one grows, respectively. BEM simulations are shown at 9° angular intervals.
The near-onset asymptotic curve and the stationary onset curve of the unexpanded dipole–rotlet model approach one another as the separation increases, consistent with weak interactions.
Growth and relaxation to steady rotation
To compare directly with the material parameters used in Ref. [25 ] , the angular-speed calculations use
ϵ 21 = − 0.1097 , σ 21 ≃ − 0.5. (128) \epsilon_{21} = -0.1097,\qquad\sigma_{21} \simeq-0.5. \tag*{(128)} ϵ 21 = − 0.1097 , σ 21 ≃ − 0.5. (128)
The field is E 0 / E c ( 0 ) = 2 E_0/E_c^{(0)} = 2 E 0 / E c ( 0 ) = 2 , so λ 0 = 3 \lambda_0 = 3 λ 0 = 3 and the isolated-sphere angular speed is 3 \sqrt{3} 3 . We consider R = 4 , 6 , 8 R = 4, 6, 8 R = 4 , 6 , 8 at Θ = 0 , π / 4 , π / 2 \Theta= 0, \pi/4, \pi/2 Θ = 0 , π /4 , π /2 . The initial charge perturbations select the stable X − X_- X − and Y + Y_+ Y + patterns identified in Sec. IX: counter-rotation for the first two angles and co-rotation when the line of centres is perpendicular to the field.
We compare the mean angular speed defined in Eq. (103) . The unexpanded equations are initialized about their interacting non-rotating state using the initial dipole perturbation measured from BEM. Time and angular velocity are expressed in the same Maxwell–Wagner units for all three descriptions.
Figure 11 shows the evolution of the mean angular speed from the perturbed non-rotating state. BEM and the unexpanded model exhibit the same rapid growth, overshoot, and damped approach to steady rotation. The horizontal dashed lines are the first-order regular asymptotic predictions in Eqs. (104) and (105) . They describe the final rotating state; the transient curves are obtained from BEM and the time-dependent unexpanded model. At the scale of Figure 11 , the nine histories have very similar growth, overshoot, and relaxation. Their steady speeds carry the smaller orientation-dependent differences: the BEM interaction-induced changes are at most about 1.5% of the matched isolated BEM speed. Table I resolves these steady differences.
Table I. Steady mean angular speeds at E 0 / E c ( 0 ) = 2 E_0/E_c^{(0)} = 2 E 0 / E c ( 0 ) = 2 for the material in Eq. (128) . The BEM and unexpanded values are averages after the transients have decayed; the final column gives the first-order regular asymptotic prediction. The last row gives the isolated references: matched BEM calculations give 1.73118, while the unexpanded model and regular asymptotics give 3 \sqrt{3} 3 . Angular speeds are scaled by τ M W − 1 \tau_{\mathrm{MW}}^{-1} τ MW − 1 .
Figure 11. Temporal evolution of the mean angular speed at E 0 / E c ( 0 ) = 2 E_0/E_{\mathrm{c}}^{(0)} = 2 E 0 / E c ( 0 ) = 2 for the material in Eq. (128) . Rows correspond to R = 4 , 6 , 8 R = 4, 6, 8 R = 4 , 6 , 8 and columns to Θ = 0 , π / 4 , π / 2 \Theta= 0, \pi/4, \pi/2 Θ = 0 , π /4 , π /2 . The first two columns show counter-rotation of type X − X_{-} X − ; the last shows co-rotation of type Y + Y_{+} Y + . Open circles are BEM simulations, solid curves are independent integrations of the unexpanded dipole–rotlet model, and horizontal dashed lines are the first-order regular asymptotic predictions. The observable is defined in Eq. (103) . Time is scaled by τ M W \tau_{\mathrm{MW}} τ MW and angular velocity by τ M W − 1 \tau_{\mathrm{MW}}^{-1} τ MW − 1 . BEM symbols are subsampled for clarity.
Effects of pair orientation and separation
The changes in steady rotation depend on the pair orientation. To measure the effect of the other sphere, we compare each pair with its corresponding isolated-sphere state. For BEM,
Δ Ω ‾ B E M = Ω ‾ p a i r , B E M − Ω ‾ i s o , B E M . (129) \overline{\Delta\Omega}_{\mathrm{BEM}} = \overline{\Omega}_{\mathrm{pair,BEM}} - \overline{\Omega}_{\mathrm{iso,BEM}}. \tag*{(129)} ΔΩ BEM = Ω pair , BEM − Ω iso , BEM . (129)
The isolated calculation uses the same numerical settings as the pair calculation and gives Ω i s o , B E M ≃ 1.73118 \Omega_{\mathrm{iso,BEM}} \simeq1.73118 Ω iso , BEM ≃ 1.73118 for both tested axis directions. The unexpanded model and regular asymptotics have the analytical isolated reference
3 ≃ 1.73205 \sqrt{3} \simeq1.73205 3 ≃ 1.73205 . Each pair is compared with its own reference. For example, at R = 8 R = 8 R = 8 and Θ = π / 4 \Theta= \pi/4 Θ = π /4 , the BEM pair speed 1.73182 exceeds the matched isolated BEM value, even though it lies below 3 \sqrt{3} 3 .
For this material and field strength, the interaction reduces the mean speed of the counter-rotating pair aligned with the field (Θ = 0 \Theta= 0 Θ = 0 ), but increases it for the oblique counter-rotating pair (Θ = π / 4 \Theta= \pi/4 Θ = π /4 ) and the perpendicular co-rotating pair (Θ = π / 2 \Theta= \pi/2 Θ = π /2 ). The largest increase occurs for perpendicular co-rotation. These trends are reproduced by the unexpanded model and the regular asymptotics.
The signs follow from the electric and hydrodynamic contributions in Eqs. (104) and (105) . For counter-rotation at Θ = 0 \Theta= 0 Θ = 0 , the electric interaction reduces the speed more than the hydrodynamic interaction increases it. At Θ = π / 4 \Theta= \pi/4 Θ = π /4 , the electric reduction is weaker and the hydrodynamic increase dominates. For perpendicular co-rotation, both contributions increase the speed. Thus changing the pair orientation changes the balance between the two interactions.
At oblique pair angles, the two counter-rotating spheres can have different angular speeds. For example, at R = 4 R = 4 R = 4 and Θ = π / 4 \Theta= \pi/4 Θ = π /4 , the BEM speeds are 1.72625 and 1.74426, giving a mean of 1.73526. The transverse dipoles perturb the field component along e z e_z e z with opposite signs on the two particles, so their local fields and rotation speeds differ. The unexpanded model also predicts this asymmetry.
As the separation increases, the interaction-induced changes become smaller, as expected from the R − 3 R^{-3} R − 3 dipole and rotlet disturbances. The first-order regular asymptotic predictions are already close to the unexpanded-model values over this range (Table I ). The additional mutual couplings in the unexpanded model produce only small changes to these steady speeds.
Conclusions
We have studied how electric and hydrodynamic interactions change the onset and rotation of two Quincke spheres at a prescribed pair configuration. At fixed field above onset, the first interaction correction to the steady angular speed is O ( R − 3 ) O(R^{-3}) O ( R − 3 ) , while the rotation axes evolve on the slow interaction time. Near onset, the weakening of magnitude relaxation makes the transverse dipole correction comparable to the isolated transverse dipole when λ 0 = O ( R − 3 ) \lambda_0 = O(R^{-3}) λ 0 = O ( R − 3 ) . In this regime the transverse dipole and angular speed are both O ( R − 3 / 2 ) O(R^{-3/2}) O ( R − 3/2 ) , and their evolution is governed by the coupled amplitude equations.
The near-onset amplitude equations govern general transverse dipole perturbations. Their linearization identifies four collective modes, whose critical fields and associated single-mode rotating branches are determined together with their stability. Electric interaction gives a common leading shift of the modal thresholds, while hydrodynamic coupling splits them. Counter-rotation of type X − X_{-} X − appears first for 0 < Θ < Θ m 0 < \Theta< \Theta_{\mathrm{m}} 0 < Θ < Θ m and co-rotation of type Y + Y_{+} Y + for Θ m < Θ ≤ π / 2 \Theta_{\mathrm{m}} < \Theta\le\pi/2 Θ m < Θ ≤ π /2 , where Θ m = cos − 1 ( 1 / 3 ) ≃ 54.7 ∘ \Theta_{\mathrm{m}} = \cos^{-1}(1/\sqrt{3}) \simeq54.7^\circ Θ m = cos − 1 ( 1/ 3 ) ≃ 54. 7 ∘ . Away from onset, the stability boundary also depends on field strength: cos 2 Θ ∗ = [ 3 ( 1 + λ 0 ) ] − 1 \cos^2 \Theta_* = [3(1 + \lambda_0)]^{-1} cos 2 Θ ∗ = [ 3 ( 1 + λ 0 ) ] − 1 . It is 73.2 ∘ 73.2^\circ 73. 2 ∘ at twice the isolated critical field and approaches Θ m \Theta_{\mathrm{m}} Θ m in the overlap limit δ ≪ λ 0 ≪ 1 \delta\ll\lambda_0 \ll1 δ ≪ λ 0 ≪ 1 . This agreement connects the two asymptotic regimes.
Boundary element simulations provide onset intervals and follow the evolution of rotation from a small charge perturbation. The simulations and the unexpanded model show rapid growth, overshoot, and damped relaxation. For the tested material at twice the isolated critical field, the interaction slows a counter-rotating pair aligned with the field and speeds up the oblique counter-rotating and perpendicular co-rotating pairs. The two spheres in an oblique counter-rotating pair can also rotate at different angular speeds. These effects weaken as the separation grows. The unexpanded dipole–rotlet model provides a simple way to follow the rotation of both spheres by integrating six coupled equations for their dipole moments. It retains selected higher-order contributions and recovers the leading O ( R − 3 ) O(R^{-3}) O ( R − 3 ) shifts in all four critical fields. For the nine pair configurations in Table I , its predictions of the steady mean angular speed agree with the BEM simulations to within 0.13%.
Allowing the particle centres to evolve with the computed translational velocities would couple rotation to changes in pair separation and orientation. The analysis can also be extended to larger collections of spheres, connecting with bulk suspension dynamics [59 ] , and to arrays of spatially constrained rotors motivated by recent micromotor experiments [56 ] . Other rigid shapes, including cylinders, would require their corresponding polarization and hydrodynamic responses. Incorporating wall-mediated interactions would permit a formal asymptotic treatment of pairs of Quincke rollers [41 , 42 ] . Further extensions include isolated deformable drops [74 ] , interacting drops [75 ] , and surfactant-covered drops [76 ] . For deformable drops, the solvability analysis must couple shape evolution to the interfacial flow, which depends on the viscosity ratio. For surfactant-covered drops, gradients in surfactant concentration also enter the tangential stress balance through Marangoni stresses.
Data availability
Supplementary Material is available. The data supporting this study are available from the corresponding author upon reasonable request.
Acknowledgments
This work was supported by the Leverhulme Trust through Research Project Grant No. RPG-2026-185.
References
Supplemental Material
Derivation of the dipole–rotlet equations
This section derives the unexpanded dipole–rotlet equations introduced in § 1.1 , Eqs. (7a)–(7c), of the main text. The surface-charge balance determines dipole evolution; the electric and hydrodynamic disturbances then couple the two spheres.
Surface-charge conservation
This subsection establishes the charge-conservation law underlying Eq. (7c) and the material charge balance in Eq. (124) of the main text. The corresponding node motion is given by Eq. (125) . We first use dimensional variables. A sphere of radius a a a has centre x c ( t ) \mathbf{x}_c(t) x c ( t ) , translational velocity U \mathbf{U} U , and angular velocity Ω \boldsymbol{\Omega} Ω . Write s = x − x c \mathbf{s}=\mathbf{x}-\mathbf{x}_c s = x − x c for the displacement from the centre, with r = ∣ s ∣ r=\lvert\mathbf{s}\rvert r = ∣ s ∣ and n = s / a \mathbf{n}=\mathbf{s}/a n = s / a on the interface. The material velocity is
V = U + Ω × s . (130) \mathbf{V}=\mathbf{U}+\boldsymbol{\Omega}\times\mathbf{s}. \tag*{(130)} V = U + Ω × s . (130)
Let q s q_s q s denote free charge per unit area and let the outward normal current jump be
⟦ n ⋅ J ⟧ = n ⋅ ( J + − J − ) , J ± = σ 1 , 2 E ± . (131) \llbracket\mathbf{n}\cdot\mathbf{J}\rrbracket=\mathbf{n}\cdot\left(\mathbf{J}^{+}-\mathbf{J}^{-}\right),\qquad\mathbf{J}^{\pm}=\sigma_{1,2}\mathbf{E}^{\pm}. \tag*{(131)} [ [ n ⋅ J ] ] = n ⋅ ( J + − J − ) , J ± = σ 1 , 2 E ± . (131)
The superscripts + + + and − - − denote values at the interface on the fluid and solid sides, respectively. The jump is exterior minus interior, with the same outward unit normal in both terms. With no surface conduction, charge conservation is
D s q s D t + q s ∇ s ⋅ V + ⟦ n ⋅ J ⟧ = 0 , ∇ s = ( I − n n ) ⋅ ∇ . (132) \frac{D_s q_s}{Dt}+q_s\nabla_s\cdot\mathbf{V}+\llbracket\mathbf{n}\cdot\mathbf{J}\rrbracket=0,\qquad\nabla_s=\left(\mathbf{I}-\mathbf{n}\mathbf{n}\right)\cdot\nabla. \tag*{(132)} D t D s q s + q s ∇ s ⋅ V + [ [ n ⋅ J ] ] = 0 , ∇ s = ( I − nn ) ⋅ ∇. (132)
Rigid motion preserves interfacial area, so ∇ s ⋅ V = 0 \nabla_s\cdot\mathbf{V}=0 ∇ s ⋅ V = 0 .
In coordinates translating with the centre but not rotating with the particle, define q ˉ s ( s , t ) = q s ( x c ( t ) + s , t ) \bar{q}_s(\mathbf{s},t)=q_s(\mathbf{x}_c(t)+\mathbf{s},t) q ˉ s ( s , t ) = q s ( x c ( t ) + s , t ) . The chain rule gives
∂ t q ˉ s ∣ s = ∂ t q s ∣ x + U ⋅ ∇ q s . (133) \left.\partial_t\bar{q}_s\right|_{\mathbf{s}}=\left.\partial_tq_s\right|_{\mathbf{x}}+\mathbf{U}\cdot\nabla q_s. \tag*{(133)} ∂ t q ˉ s ∣ s = ∂ t q s ∣ x + U ⋅ ∇ q s . (133)
Translation is therefore absorbed into the time derivative, and Eq. (132) becomes
∂ t q ˉ s + ( a Ω × n ) ⋅ ∇ s q ˉ s + ⟦ n ⋅ J ⟧ = 0. (134) \partial_t\bar{q}_s+(a\boldsymbol{\Omega}\times\mathbf{n})\cdot\nabla_s\bar{q}_s+\llbracket\mathbf{n}\cdot\mathbf{J}\rrbracket=0. \tag*{(134)} ∂ t q ˉ s + ( a Ω × n ) ⋅ ∇ s q ˉ s + [ [ n ⋅ J ] ] = 0. (134)
The rotational surface velocity is divergence free, so the advection term can equivalently be written as a surface divergence. For the frozen pair geometry studied in the main text, the centres are not advanced and the retained surface motion is rotational.
Evolution of the electric dipole moment
We derive the dipole evolution law in Eq. (7c) of the main text by retaining the degree-one spherical harmonics of the charge and potential.
Potentials and boundary conditions
The boundary conditions used here are the same electric continuity and charge-jump conditions used in § 1.9 of the main text; the present calculation applies their dipolar projection. The bulk phases are charge free, giving ∇ 2 Φ ± = 0 \nabla^2\Phi^\pm=0 ∇ 2 Φ ± = 0 , with E ± = − ∇ Φ ± \mathbf{E}^\pm=-\nabla\Phi^\pm E ± = − ∇ Φ ± . The potential is continuous at r = a r=a r = a . Gauss’ law and the normal current jump give
q s = n ⋅ ( ϵ 1 E + − ϵ 2 E − ) , (135) q_s=\mathbf{n}\cdot\left(\epsilon_1\mathbf{E}^+-\epsilon_2\mathbf{E}^-\right), \tag*{(135)} q s = n ⋅ ( ϵ 1 E + − ϵ 2 E − ) , (135)
[ n ⋅ J ] = n ⋅ ( σ 1 E + − σ 2 E − ) . (136) [\mathbf{n}\cdot\mathbf{J}]=\mathbf{n}\cdot\left(\sigma_1\mathbf{E}^+-\sigma_2\mathbf{E}^-\right). \tag*{(136)} [ n ⋅ J ] = n ⋅ ( σ 1 E + − σ 2 E − ) . (136)
Let E i ( t ) \mathbf{E}_i(t) E i ( t ) be the dimensional incident field at the centre of sphere i i i , excluding its own field. It is the sum of the imposed field E 0 e z E_0\mathbf{e}_z E 0 e z and the disturbance from the other sphere. The notation E i \mathbf{E}_i E i is retained after nondimensionalization below. Its degree-one spherical-harmonic potential is − r n ⋅ E i -r\mathbf{n}\cdot\mathbf{E}_i − r n ⋅ E i . The corresponding exterior and interior potentials are
Φ 1 + = − r n ⋅ E i + r − 2 n ⋅ P i , (137) \Phi_1^+=-r\mathbf{n}\cdot\mathbf{E}_i+r^{-2}\mathbf{n}\cdot\mathbf{P}_i, \tag*{(137)} Φ 1 + = − r n ⋅ E i + r − 2 n ⋅ P i , (137)
Φ 1 − = − r n ⋅ E i + r a 3 n ⋅ P i . (138) \Phi_1^-=-r\mathbf{n}\cdot\mathbf{E}_i+\frac{r}{a^3}\mathbf{n}\cdot\mathbf{P}_i. \tag*{(138)} Φ 1 − = − r n ⋅ E i + a 3 r n ⋅ P i . (138)
Here P i \mathbf{P}_i P i is the dimensional total dipole coefficient in the potential convention of the main text. Scaling it by a 3 E 0 a^3E_0 a 3 E 0 , as in § 1.1 , gives the dimensionless P i \mathbf{P}_i P i used there. Equations (S8) and (S9) obey potential continuity identically. In a general incident field they describe its degree-one projection; higher spatial harmonics are discarded in the unexpanded dipole–rotlet model.
Charge density and normal current
This step expresses the two terms in the charge balance using the material contrasts defined in Eq. (1) . The normal derivatives at the interface are
∂ r Φ 1 + ∣ r = a = − n ⋅ E i − 2 a 3 n ⋅ P i , (139) \left.\partial_r\Phi_1^+\right|_{r=a}=-\mathbf{n}\cdot\mathbf{E}_i-\frac{2}{a^3}\mathbf{n}\cdot\mathbf{P}_i, \tag*{(139)} ∂ r Φ 1 + r = a = − n ⋅ E i − a 3 2 n ⋅ P i , (139)
∂ r Φ 1 − ∣ r = a = − n ⋅ E i + 1 a 3 n ⋅ P i . (140) \left.\partial_r\Phi_1^-\right|_{r=a}=-\mathbf{n}\cdot\mathbf{E}_i+\frac{1}{a^3}\mathbf{n}\cdot\mathbf{P}_i. \tag*{(140)} ∂ r Φ 1 − r = a = − n ⋅ E i + a 3 1 n ⋅ P i . (140)
Substitution into Eqs. (135) and (S7) gives
q s , 1 = ϵ 2 + 2 ϵ 1 a 3 n ⋅ ( P i − a 3 ϵ 21 E i ) , (141) q_{s,1}=\frac{\epsilon_2+2\epsilon_1}{a^3}\mathbf{n}\cdot\left(\mathbf{P}_i-a^3\epsilon_{21}\mathbf{E}_i\right), \tag*{(141)} q s , 1 = a 3 ϵ 2 + 2 ϵ 1 n ⋅ ( P i − a 3 ϵ 21 E i ) , (141)
( [ n ⋅ J ] ) 1 = σ 2 + 2 σ 1 a 3 n ⋅ ( P i − a 3 σ 21 E i ) , (142) \left([\mathbf{n}\cdot\mathbf{J}]\right)_1=\frac{\sigma_2+2\sigma_1}{a^3}\mathbf{n}\cdot\left(\mathbf{P}_i-a^3\sigma_{21}\mathbf{E}_i\right), \tag*{(142)} ( [ n ⋅ J ] ) 1 = a 3 σ 2 + 2 σ 1 n ⋅ ( P i − a 3 σ 21 E i ) , (142)
where
ϵ 21 = ϵ 2 − ϵ 1 ϵ 2 + 2 ϵ 1 , σ 21 = σ 2 − σ 1 σ 2 + 2 σ 1 , τ M W = ϵ 2 + 2 ϵ 1 σ 2 + 2 σ 1 . (143) \epsilon_{21}=\frac{\epsilon_2-\epsilon_1}{\epsilon_2+2\epsilon_1},\qquad
\sigma_{21}=\frac{\sigma_2-\sigma_1}{\sigma_2+2\sigma_1},\qquad
\tau_{\mathrm{MW}}=\frac{\epsilon_2+2\epsilon_1}{\sigma_2+2\sigma_1}. \tag*{(143)} ϵ 21 = ϵ 2 + 2 ϵ 1 ϵ 2 − ϵ 1 , σ 21 = σ 2 + 2 σ 1 σ 2 − σ 1 , τ MW = σ 2 + 2 σ 1 ϵ 2 + 2 ϵ 1 . (143)
The permittivity-controlled polarization enters the free-charge density, whereas the conductivity-controlled polarization enters the Ohmic current. This distinction determines the two different field terms in the dipole evolution equation.
Rigid rotation of the dipolar charge
The following identity supplies the rotational convection term in Eq. (7c) of the main text. For a vector B ( t ) \mathbf{B}(t) B ( t ) independent of position on the sphere,
∇ s ( n ⋅ B ) = 1 a ( I − n n ) ⋅ B . (144) \nabla_s(\mathbf{n}\cdot\mathbf{B})=\frac{1}{a}(\mathbf{I}-\mathbf{n}\mathbf{n})\cdot\mathbf{B}. \tag*{(144)} ∇ s ( n ⋅ B ) = a 1 ( I − nn ) ⋅ B . (144)
Consequently,
( a Ω i × n ) ⋅ ∇ s ( n ⋅ B ) = − n ⋅ ( Ω i × B ) . (145) (a\boldsymbol{\Omega}_i\times\mathbf{n})\cdot\nabla_s(\mathbf{n}\cdot\mathbf{B})=-\mathbf{n}\cdot(\boldsymbol{\Omega}_i\times\mathbf{B}). \tag*{(145)} ( a Ω i × n ) ⋅ ∇ s ( n ⋅ B ) = − n ⋅ ( Ω i × B ) . (145)
Rigid rotation preserves the spherical-harmonic degree, so no higher harmonic is generated by advecting q s , 1 q_{s,1} q s , 1 in this velocity field. Taking B = P i − a 3 ϵ 21 E i \mathbf{B}=\mathbf{P}_i-a^3\epsilon_{21}\mathbf{E}_i B = P i − a 3 ϵ 21 E i in Eq. (145) evaluates the rotational term in Eq. (134) .
Dipole moment equation in a time-dependent incident field
We now assemble the dimensional dipole equation and recover Eq. (7c), including the local-field derivative. At fixed s \boldsymbol{s} s in the translating frame, the normal is independent of time, and Eq. (141) gives
∂ t q s , 1 = ϵ 2 + 2 ϵ 1 a 3 n ⋅ ( P ˙ i − a 3 ϵ 21 E ˙ i ) . (146) \partial_t q_{s,1}=\frac{\epsilon_2+2\epsilon_1}{a^3}\,\boldsymbol{n}\cdot\left(\dot{\boldsymbol{P}}_i-a^3\epsilon_{21}\dot{\boldsymbol{E}}_i\right). \tag*{(146)} ∂ t q s , 1 = a 3 ϵ 2 + 2 ϵ 1 n ⋅ ( P ˙ i − a 3 ϵ 21 E ˙ i ) . (146)
Combining this result with Eqs. (142) , (S16), and (S5) gives a scalar identity valid for every n \boldsymbol{n} n . Projection onto the degree-one harmonics, or use of ∫ S 2 n n d Ω = ( 4 π / 3 ) I \int_{S^2}\boldsymbol{n}\boldsymbol{n}\,\mathrm{d}\Omega=(4\pi/3)\boldsymbol{I} ∫ S 2 n n d Ω = ( 4 π /3 ) I , then gives
P ˙ i = Ω i × ( P i − a 3 ϵ 21 E i ) − 1 τ M W ( P i − a 3 σ 21 E i ) + a 3 ϵ 21 E ˙ i . (147) \dot{\boldsymbol{P}}_i=\boldsymbol{\Omega}_i\times\left(\boldsymbol{P}_i-a^3\epsilon_{21}\boldsymbol{E}_i\right)-\frac{1}{\tau_{\mathrm{MW}}}\left(\boldsymbol{P}_i-a^3\sigma_{21}\boldsymbol{E}_i\right)+a^3\epsilon_{21}\dot{\boldsymbol{E}}_i. \tag*{(147)} P ˙ i = Ω i × ( P i − a 3 ϵ 21 E i ) − τ MW 1 ( P i − a 3 σ 21 E i ) + a 3 ϵ 21 E ˙ i . (147)
The last term arises from differentiating the incident-field contribution to the free charge. The other sphere’s evolving dipole makes this local field time dependent.
Scaling as in the main text removes a a a and τ M W \tau_{\mathrm{MW}} τ MW and yields
P ˙ i = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) + ϵ 21 E ˙ i . (148) \dot{\boldsymbol{P}}_i=\boldsymbol{\Omega}_i\times\left(\boldsymbol{P}_i-\epsilon_{21}\boldsymbol{E}_i\right)-\left(\boldsymbol{P}_i-\sigma_{21}\boldsymbol{E}_i\right)+\epsilon_{21}\dot{\boldsymbol{E}}_i. \tag*{(148)} P ˙ i = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) + ϵ 21 E ˙ i . (148)
The isolated critical Mason number is M a c \mathrm{Ma}_{\mathrm{c}} Ma c , defined in Eq. (3) . In dimensional variables this corresponds to
[ E c ( 0 ) ] 2 = 2 μ τ M W ϵ 1 M a c . (149) \left[E_{\mathrm{c}}^{(0)}\right]^2=\frac{2\mu}{\tau_{\mathrm{MW}}\epsilon_1\mathrm{Ma}_{\mathrm{c}}}. \tag*{(149)} [ E c ( 0 ) ] 2 = τ MW ϵ 1 Ma c 2 μ . (149)
The required material condition ϵ 21 > σ 21 \epsilon_{21}>\sigma_{21} ϵ 21 > σ 21 is equivalent to ϵ 2 σ 1 > ϵ 1 σ 2 \epsilon_2\sigma_1>\epsilon_1\sigma_2 ϵ 2 σ 1 > ϵ 1 σ 2 ; for positive conductivities, it states that the particle charge-relaxation time exceeds that of the fluid.
Interaction fields and coupled dipoles
This subsection derives the disturbance fields in Eqs. (7a)–(7c) of the main text.
Electric dipole interaction
The electric disturbance gives Eq. (7a). In the dimensionless variables of the main text, a dipole P j \boldsymbol{P}_j P j at x c , j \boldsymbol{x}_{c,j} x c , j produces the potential
Φ j d ( x ) = s j ⋅ P j s j 3 , s j = x − x c , j , s j = ∣ s j ∣ . (150) \Phi_j^{d}(\boldsymbol{x})=\frac{\boldsymbol{s}_j\cdot\boldsymbol{P}_j}{s_j^3},\qquad\boldsymbol{s}_j=\boldsymbol{x}-\boldsymbol{x}_{c,j},\qquad s_j=\lvert\boldsymbol{s}_j\rvert. \tag*{(150)} Φ j d ( x ) = s j 3 s j ⋅ P j , s j = x − x c , j , s j = ∣ s j ∣ . (150)
Its negative gradient is
E j d = − s j − 3 ( I − 3 s ^ j s ^ j ) ⋅ P j . (151) \boldsymbol{E}_j^{d}=-s_j^{-3}\left(\boldsymbol{I}-3\hat{\boldsymbol{s}}_j\hat{\boldsymbol{s}}_j\right)\cdot\boldsymbol{P}_j. \tag*{(151)} E j d = − s j − 3 ( I − 3 s ^ j s ^ j ) ⋅ P j . (151)
At the other centre, the local field is therefore
E i = e z − δ Π ⋅ P j , Π = I − 3 R ^ R ^ , δ = R − 3 . (152) \boldsymbol{E}_i=\boldsymbol{e}_z-\delta\boldsymbol{\Pi}\cdot\boldsymbol{P}_j,\qquad\boldsymbol{\Pi}=\boldsymbol{I}-3\hat{\boldsymbol{R}}\hat{\boldsymbol{R}},\qquad\delta=R^{-3}. \tag*{(152)} E i = e z − δ Π ⋅ P j , Π = I − 3 R ^ R ^ , δ = R − 3 . (152)
The dyadic tensor is unchanged on reversing the pair axis, so the same expression applies to both particles. It has eigenvalues − 2 -2 − 2 along the pair axis and 1 1 1 in each direction perpendicular to that axis.
Rotlet interaction and torque balance
The rotational response to the fluid disturbance gives Eq. (7b). The leading disturbance of a rotating unit sphere is
u j d = Ω j × s j s j 3 . (153) \boldsymbol{u}_j^{d}=\frac{\boldsymbol{\Omega}_j\times\boldsymbol{s}_j}{s_j^3}. \tag*{(153)} u j d = s j 3 Ω j × s j . (153)
For a constant vector Ω j \boldsymbol{\Omega}_j Ω j and s j ≠ 0 s_j \ne0 s j = 0 , differentiation gives
∇ × u j d = − s j − 3 ( I − 3 s ^ j s ^ j ) ⋅ Ω j . (154) \nabla\times\mathbf{u}_j^d=-s_j^{-3}\left(\mathbf{I}-3\hat{\mathbf{s}}_j\hat{\mathbf{s}}_j\right)\cdot\boldsymbol{\Omega}_j. \tag*{(154)} ∇ × u j d = − s j − 3 ( I − 3 s ^ j s ^ j ) ⋅ Ω j . (154)
The electric torque on a sphere in a locally uniform field is 4 π ϵ 1 P i × E i 4\pi\epsilon_1\mathbf{P}_i \times\mathbf{E}_i 4 π ϵ 1 P i × E i in dimensional potential-dipole units. The viscous torque is − 8 π μ a 3 [ Ω i − 1 2 ∇ × u e ] -8\pi\mu a^3[\boldsymbol{\Omega}_i-\frac{1}{2}\nabla\times\mathbf{u}_e] − 8 π μ a 3 [ Ω i − 2 1 ∇ × u e ] , where u e \mathbf{u}_e u e is the dimensional disturbance flow produced by the other sphere and its vorticity is evaluated at the centre of sphere i i i . Its dimensionless form is u j d \mathbf{u}_j^d u j d in Eq. (153) , with j ≠ i j\ne i j = i . Using the nondimensional scales, torque balance thus gives
Ω i + δ 2 Π ⋅ Ω j = M a − 1 P i × E i . (155) \boldsymbol{\Omega}_i+\frac{\delta}{2}\mathbf{\Pi}\cdot\boldsymbol{\Omega}_j=\mathrm{Ma}^{-1}\mathbf{P}_i\times\mathbf{E}_i. \tag*{(155)} Ω i + 2 δ Π ⋅ Ω j = Ma − 1 P i × E i . (155)
The source strength in Eq. (153) is the isolated-sphere angular velocity at leading interaction order. Retaining the coupled angular velocities in Eq. (155) defines the unexpanded dipole–rotlet model used here.
Coupled dipole derivatives
The local-field derivative couples the two dipole rates in Eq. (7c). For fixed centres, δ \delta δ and Π \mathbf{\Pi} Π are constant. Differentiating Eq. (152) gives
E ˙ i = − δ Π ⋅ P ˙ j . (156) \dot{\mathbf{E}}_i=-\delta\mathbf{\Pi}\cdot\dot{\mathbf{P}}_j. \tag*{(156)} E ˙ i = − δ Π ⋅ P ˙ j . (156)
The nondimensional dipole equation (S19) can therefore be written as
P ˙ i + ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (157) \dot{\mathbf{P}}_i+\epsilon_{21}\delta\mathbf{\Pi}\cdot\dot{\mathbf{P}}_j=\boldsymbol{\Omega}_i\times\left(\mathbf{P}_i-\epsilon_{21}\mathbf{E}_i\right)-\left(\mathbf{P}_i-\sigma_{21}\mathbf{E}_i\right). \tag*{(157)} P ˙ i + ϵ 21 δ Π ⋅ P ˙ j = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . (157)
Equations (S23), (S26), and (S28) are the unexpanded dipole–rotlet model used in Eq. (7) of the main text.
To implement the model, let f i = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) f_i=\boldsymbol{\Omega}_i\times(\mathbf{P}_i-\epsilon_{21}\mathbf{E}_i)-(\mathbf{P}_i-\sigma_{21}\mathbf{E}_i) f i = Ω i × ( P i − ϵ 21 E i ) − ( P i − σ 21 E i ) . The angular velocities and dipole derivatives follow from two constant-coefficient linear systems:
\begin{pmatrix}
\mathbf{I} & \delta\mathbf{\Pi}/2 \\
\delta\mathbf{\Pi}/2 & \mathbf{I}
\end{pmatrix}
\begin{pmatrix}
\boldsymbol{\Omega}_1 \\
\boldsymbol{\Omega}_2
\end{pmatrix}
=\mathrm{Ma}^{-1}
\begin{pmatrix}
\mathbf{P}_1\times\mathbf{E}_1 \\
\mathbf{P}_2\times\mathbf{E}_2
\end{pmatrix}. \tag*{(158)}\end{pmatrix}
\begin{pmatrix}
\mathbf{I} & \epsilon_{21}\delta\mathbf{\Pi} \\
\epsilon_{21}\delta\mathbf{\Pi} & \mathbf{I}
\end{pmatrix}
\begin{pmatrix}
\dot{\mathbf{P}}_1 \\
\dot{\mathbf{P}}_2
\end{pmatrix}
=
\begin{pmatrix}
\mathbf{f}_1 \\
\mathbf{f}_2
\end{pmatrix}. \tag*{(159)}\end{pmatrix}
The torque matrix has eigenvalues 1 ± δ k / 2 1\pm\delta k/2 1 ± δ k /2 , and the derivative matrix has eigenvalues 1 ± ϵ 21 δ k 1\pm\epsilon_{21}\delta k 1 ± ϵ 21 δ k , where k ∈ { − 2 , 1 , 1 } k\in\{-2,1,1\} k ∈ { − 2 , 1 , 1 } . For positive permittivities and non-overlapping spheres, − 1 / 2 < ϵ 21 < 1 -1/2<\epsilon_{21}<1 − 1/2 < ϵ 21 < 1 and δ < 1 / 8 \delta<1/8 δ < 1/8 , so both matrices are invertible. Computing the two factorizations once and updating only their right-hand sides gives the six coupled scalar ordinary differential equations for the three dipole components of each sphere used in the numerical comparisons.
Phase equilibria and stability away from onset
This section supplements Sec. IV D and Figure 2 of the main text. The counter-rotating and co-rotating stability conditions are derived there from Eq. (38) . Here we examine the additional branch with ϕ 2 = − ϕ 1 \phi_2=-\phi_1 ϕ 2 = − ϕ 1 and the continuous family at the stability boundary. The calculation applies away from onset, with δ / λ 0 ≪ 1 \delta/\lambda_0\ll1 δ / λ 0 ≪ 1 , after radial and longitudinal transients have relaxed. We retain Π x x = 3 cos 2 Θ − 2 \Pi_{xx}=3\cos^2\Theta-2 Π xx = 3 cos 2 Θ − 2 and Π z x = − 3 sin Θ cos Θ \Pi_{zx}=-3\sin\Theta\cos\Theta Π z x = − 3 sin Θ cos Θ as in the main text.
To examine the degeneracy, define the half-sum and half-difference ϕ s = ( ϕ 1 + ϕ 2 ) / 2 \phi_s=(\phi_1+\phi_2)/2 ϕ s = ( ϕ 1 + ϕ 2 ) /2 and ϕ a = ( ϕ 1 − ϕ 2 ) / 2 \phi_a=(\phi_1-\phi_2)/2 ϕ a = ( ϕ 1 − ϕ 2 ) /2 . Equation (38) becomes
d ϕ s d τ = sin ϕ s 2 [ ( 1 − Π x x ) cos ϕ s − λ 0 Π z x cos ϕ a ] , (160) \frac{\mathrm{d}\phi_s}{\mathrm{d}\tau}=\frac{\sin\phi_s}{2}\left[(1-\Pi_{xx})\cos\phi_s-\sqrt{\lambda_0}\Pi_{zx}\cos\phi_a\right], \tag*{(160)} d τ d ϕ s = 2 sin ϕ s [ ( 1 − Π xx ) cos ϕ s − λ 0 Π z x cos ϕ a ] , (160)
d ϕ a d τ = sin ϕ a 2 [ ( 1 + Π x x ) cos ϕ a + λ 0 Π z x cos ϕ s ] . (161) \frac{\mathrm{d}\phi_a}{\mathrm{d}\tau}=\frac{\sin\phi_a}{2}\left[(1+\Pi_{xx})\cos\phi_a+\sqrt{\lambda_0}\Pi_{zx}\cos\phi_s\right]. \tag*{(161)} d τ d ϕ a = 2 sin ϕ a [ ( 1 + Π xx ) cos ϕ a + λ 0 Π z x cos ϕ s ] . (161)
The mirror branch ϕ 2 = − ϕ 1 \phi_2=-\phi_1 ϕ 2 = − ϕ 1 has ϕ s = 0 \phi_s=0 ϕ s = 0 and cos ϕ a = − λ 0 Π z x / ( 1 + Π x x ) \cos\phi_a=-\sqrt{\lambda_0}\Pi_{zx}/(1+\Pi_{xx}) cos ϕ a = − λ 0 Π z x / ( 1 + Π xx ) when this is admissible. Its two eigenvalues are ( 1 − Π x x 2 + λ 0 Π z x 2 ) / [ 2 ( 1 + Π x x ) ] (1-\Pi_{xx}^2+\lambda_0\Pi_{zx}^2)/[2(1+\Pi_{xx})] ( 1 − Π xx 2 + λ 0 Π z x 2 ) / [ 2 ( 1 + Π xx )] and − ( 1 + Π x x ) sin 2 ϕ a / 2 -(1+\Pi_{xx})\sin^2\phi_a/2 − ( 1 + Π xx ) sin 2 ϕ a /2 ; at least one is positive whenever the branch exists at a generic oblique angle. At Θ ∗ \Theta_\ast Θ ∗ , the bracketed equilibrium conditions in Eqs. (160) and (S32) become dependent:
( 1 − Π x x ) cos ϕ s = λ 0 Π z x cos ϕ a , 1 − Π x x 2 + λ 0 Π z x 2 = 0. (162) \begin{aligned}
(1-\Pi_{xx})\cos\phi_s&=\sqrt{\lambda_0}\Pi_{zx}\cos\phi_a,\\
1-\Pi_{xx}^2+\lambda_0\Pi_{zx}^2&=0. \tag*{(162)}
\end{aligned} ( 1 − Π xx ) cos ϕ s 1 − Π xx 2 + λ 0 Π z x 2 = λ 0 Π z x cos ϕ a , = 0. (162)
They give a continuous family connecting the counter-rotating and co-rotating states. As λ 0 → 0 + \lambda_0 \to0^+ λ 0 → 0 + , the family tends to ϕ s = π / 2 \phi_s = \pi/2 ϕ s = π /2 , consistent with the continuous family having both X − X_- X − and Y + Y_+ Y + nonzero in the leading near-onset amplitude equations.
Stability of the near-onset rotating branches
This section supplements Sec. VII B and Figure 7 (b) of the main text. The order-by-order solvability calculation is given in Sec. VI; here we give the complete linear stability calculation for the four single-mode branches. The X − X_- X − result reduces to Eq. (88) of the main text. Let z i = ( X i , Y i ) T \mathbf{z}_i=(X_i,Y_i)^{\mathsf{T}} z i = ( X i , Y i ) T and set g = ρ − 2 σ 21 ( 1 − 3 cos 2 Θ ) g=\rho-2\sigma_{21}(1-3\cos^2\Theta) g = ρ − 2 σ 21 ( 1 − 3 cos 2 Θ ) . Equations (76) and (77) of the main text can be written as
d z i d T 2 = g z i + K z j − M a c − 2 ∣ z i ∣ 2 z i , K = diag ( − 1 / 2 , h ) . (163) \frac{\mathrm{d}\mathbf{z}_i}{\mathrm{d}T_2}=g\mathbf{z}_i+K\mathbf{z}_j-Ma_c^{-2}\lvert\mathbf{z}_i\rvert^2\mathbf{z}_i,\qquad K=\operatorname{diag}(-1/2,h). \tag*{(163)} d T 2 d z i = g z i + K z j − M a c − 2 ∣ z i ∣ 2 z i , K = diag ( − 1/2 , h ) . (163)
Here h = ( 2 − 3 cos 2 Θ ) / 2 h=(2-3\cos^2\Theta)/2 h = ( 2 − 3 cos 2 Θ ) /2 is the coupling coefficient defined in Eq. (78) of the main text. At any equilibrium, the Jacobian in the ordering ( X 1 , Y 1 , X 2 , Y 2 ) (X_1,Y_1,X_2,Y_2) ( X 1 , Y 1 , X 2 , Y 2 ) is
J ∗ = ( A 1 K K A 2 ) , A i = ( g − M a c − 2 ∣ z i ∣ 2 ) I 2 − 2 M a c − 2 z i z i T . (164) J^*=\begin{pmatrix} A_1 & K \\ K & A_2 \end{pmatrix},\qquad A_i=(g-Ma_c^{-2}\lvert\mathbf{z}_i\rvert^2)I_2-2Ma_c^{-2}\mathbf{z}_i\mathbf{z}_i^{\mathsf{T}}. \tag*{(164)} J ∗ = ( A 1 K K A 2 ) , A i = ( g − M a c − 2 ∣ z i ∣ 2 ) I 2 − 2 M a c − 2 z i z i T . (164)
For a state with only an X X X or only a Y Y Y dipole component, perturbations in the two directions decouple. We use the same sum-and-difference coordinates as Eq. (80) , now for infinitesimal perturbations of a rotating branch:
Δ X ± = Δ X 1 ± Δ X 2 2 , Δ Y ± = Δ Y 1 ± Δ Y 2 2 . (165) \Delta X_{\pm}=\frac{\Delta X_1\pm\Delta X_2}{\sqrt{2}},\qquad\Delta Y_{\pm}=\frac{\Delta Y_1\pm\Delta Y_2}{\sqrt{2}}. \tag*{(165)} Δ X ± = 2 Δ X 1 ± Δ X 2 , Δ Y ± = 2 Δ Y 1 ± Δ Y 2 . (165)
The columns of Table S1 give the growth rates of equal (+) or opposite (−) perturbations on the two spheres in the X X X and Y Y Y directions, measured on the slow time T 2 T_2 T 2 .
For a unique largest mode shift, the corresponding nonzero branch has negative magnitude and direction growth rates. When the line of centres is parallel to the field, the largest shifts m X − m_{X_-} m X − and m Y − m_{Y_-} m Y − coincide. A common change of phase then gives another equivalent state and has zero growth rate.
At Θ = Θ m \Theta=\Theta_m Θ = Θ m , where cos 2 Θ = 1 / 3 \cos^2\Theta=1/3 cos 2 Θ = 1/3 , the subspace X + = Y − = 0 X_+=Y_-=0 X + = Y − = 0 is invariant. The remaining steady solutions satisfy
X − 2 + Y + 2 = 2 M a c 2 ( ρ + 1 2 ) , ρ > − 1 2 . (166) X_-^2+Y_+^2=2Ma_c^2\left(\rho+\frac{1}{2}\right),\qquad\rho>-\frac{1}{2}. \tag*{(166)} X − 2 + Y + 2 = 2 M a c 2 ( ρ + 2 1 ) , ρ > − 2 1 . (166)
Thus a continuous family with both X − X_- X − and Y + Y_+ Y + nonzero connects the two single-mode branches. Higher-order terms are needed to determine selection within this family in the unexpanded model.
Critical fields and steady angular velocities
This section supplies the supporting calculations for the unexpanded stationary thresholds in Sec. VIII and the regular asymptotic angular speeds in Sec. IX of the main text.
Stationary critical fields of the unexpanded model
We derive and justify the stationary onset fields in Sec. VIII B, Eqs. (96) and (97) , before evaluating their crossing.
Linearized equations for equal and opposite perturbations
The linearized dipole equations below supplement the neutral angular-velocity equation (95) of the main text. We retain the coupled dipole–rotlet equations without expanding in δ \delta δ in this linear stability analysis of the non-rotating state. Their first-order expansion is compared with the near-onset asymptotic shifts in Eqs. (98) and (99) of the main text. In Eq. (89) of the main text, the switches s E s_E s E and s H s_H s H take values zero or one to disable or enable electric and hydrodynamic interactions, respectively. The non-rotating solution is
E n r = ( I + s E σ 21 δ Π ) − 1 ⋅ e z , P n r = σ 21 E n r . (167) \mathbf{E}_{\mathrm{nr}} = \left(I+s_E\sigma_{21}\delta\Pi\right)^{-1}\cdot\mathbf{e}_z,\qquad\mathbf{P}_{\mathrm{nr}}=\sigma_{21}\mathbf{E}_{\mathrm{nr}}. \tag*{(167)} E nr = ( I + s E σ 21 δ Π ) − 1 ⋅ e z , P nr = σ 21 E nr . (167)
Write P i = P n r + p i \mathbf{P}_i=\mathbf{P}_{\mathrm{nr}}+\mathbf{p}_i P i = P nr + p i , E i = E n r + e i \mathbf{E}_i=\mathbf{E}_{\mathrm{nr}}+\mathbf{e}_i E i = E nr + e i , and Ω i = ω i \boldsymbol{\Omega}_i=\boldsymbol{\omega}_i Ω i = ω i . Then e i = − s E δ Π ⋅ p j \mathbf{e}_i=-s_E\delta\Pi\cdot\mathbf{p}_j e i = − s E δ Π ⋅ p j and
ω i + s H δ 2 Π ⋅ ω j = M a − 1 ( p i × E n r + P n r × e i ) , (168) \boldsymbol{\omega}_i+s_H\frac{\delta}{2}\Pi\cdot\boldsymbol{\omega}_j=\mathrm{Ma}^{-1}\left(\mathbf{p}_i\times\mathbf{E}_{\mathrm{nr}}+\mathbf{P}_{\mathrm{nr}}\times\mathbf{e}_i\right), \tag*{(168)} ω i + s H 2 δ Π ⋅ ω j = Ma − 1 ( p i × E nr + P nr × e i ) , (168)
p ˙ i + s E ϵ 21 δ Π ⋅ p ˙ j = M a c C ( E n r ) ⋅ ω i − p i + σ 21 e i . (169) \dot{\mathbf{p}}_i+s_E\epsilon_{21}\delta\Pi\cdot\dot{\mathbf{p}}_j=\mathrm{Ma}_c\mathcal{C}(\mathbf{E}_{\mathrm{nr}})\cdot\boldsymbol{\omega}_i-\mathbf{p}_i+\sigma_{21}\mathbf{e}_i. \tag*{(169)} p ˙ i + s E ϵ 21 δ Π ⋅ p ˙ j = Ma c C ( E nr ) ⋅ ω i − p i + σ 21 e i . (169)
Here C ( v ) w = v × w \mathcal{C}(\mathbf{v})\mathbf{w}=\mathbf{v}\times\mathbf{w} C ( v ) w = v × w . For equal or opposite perturbations, p 2 = q p 1 \mathbf{p}_2=q\mathbf{p}_1 p 2 = q p 1 and ω 2 = q ω 1 \boldsymbol{\omega}_2=q\boldsymbol{\omega}_1 ω 2 = q ω 1 , with q = ± 1 q=\pm1 q = ± 1 . In each sector let p q = p 1 \mathbf{p}_q=\mathbf{p}_1 p q = p 1 , e q = e 1 \mathbf{e}_q=\mathbf{e}_1 e q = e 1 , and ω q = ω 1 \boldsymbol{\omega}_q=\boldsymbol{\omega}_1 ω q = ω 1 . Define
B q = I + q s E σ 21 δ Π , M q = I + q s E ϵ 21 δ Π , H q = I + q s H δ 2 Π . (170) B_q=I+qs_E\sigma_{21}\delta\Pi,\qquad M_q=I+qs_E\epsilon_{21}\delta\Pi,\qquad H_q=I+qs_H\frac{\delta}{2}\Pi. \tag*{(170)} B q = I + q s E σ 21 δ Π , M q = I + q s E ϵ 21 δ Π , H q = I + q s H 2 δ Π. (170)
Eliminating angular velocity gives
M q p ˙ q = ( ( E 0 E c ( 0 ) ) 2 L q − I ) B q p q , M a c M a = ( E 0 E c ( 0 ) ) 2 , (171) M_q\dot{\mathbf{p}}_q=\left(\left(\frac{E_0}{E_c^{(0)}}\right)^2L_q-I\right)B_q\mathbf{p}_q,\qquad\frac{\mathrm{Ma}_c}{\mathrm{Ma}}=\left(\frac{E_0}{E_c^{(0)}}\right)^2, \tag*{(171)} M q p ˙ q = ( ( E c ( 0 ) E 0 ) 2 L q − I ) B q p q , Ma Ma c = ( E c ( 0 ) E 0 ) 2 , (171)
L q = − C ( E n r ) H q − 1 C ( E n r ) . (172) L_q=-\mathcal{C}(\mathbf{E}_{\mathrm{nr}})H_q^{-1}\mathcal{C}(\mathbf{E}_{\mathrm{nr}}). \tag*{(172)} L q = − C ( E nr ) H q − 1 C ( E nr ) . (172)
The two exact three-dimensional Jacobians are therefore
J q = M q − 1 ( ( E 0 E c ( 0 ) ) 2 L q − I ) B q . (173) J_q=M_q^{-1}\left(\left(\frac{E_0}{E_c^{(0)}}\right)^2L_q-I\right)B_q. \tag*{(173)} J q = M q − 1 ( ( E c ( 0 ) E 0 ) 2 L q − I ) B q . (173)
In the particle ordering ( p 1 , p 2 ) (\mathbf{p}_1,\mathbf{p}_2) ( p 1 , p 2 ) , the full six-dimensional Jacobian is
J 6 = 1 2 ( J + + J − J + − J − J + − J − J + + J − ) . (174) J_6=\frac{1}{2}\begin{pmatrix}
J_++J_- & J_+-J_-\\
J_+-J_- & J_++J_-
\end{pmatrix}. \tag*{(174)} J 6 = 2 1 ( J + + J − J + − J − J + − J − J + + J − ) . (174)
Reality of the growth rates and stationary onset
This subsection establishes the reality of the growth rates underlying the stationary-onset calculation in Sec. VIII B. For sufficiently small δ \delta δ , the symmetric matrices B q B_q B q , M q M_q M q , and H q H_q H q are positive definite. The first two commute because both are polynomials in Π \Pi Π . Define u q = B q p q = p q − σ 21 e q \mathbf{u}_q=B_q\mathbf{p}_q=\mathbf{p}_q-\sigma_{21}\mathbf{e}_q u q = B q p q = p q − σ 21 e q , where e q = − q s E δ Π ⋅ p q \mathbf{e}_q=-qs_E\delta\Pi\cdot\mathbf{p}_q e q = − q s E δ Π ⋅ p q is the local-field perturbation. Thus u q \mathbf{u}_q u q is the dipole perturbation minus its conduction polarization in the perturbed local field. Equation (S42) becomes
D q u ˙ q = ( ( E 0 E c ( 0 ) ) 2 L q − I ) u q , D q = M q B q − 1 . (175) D_q\dot{\mathbf{u}}_q=\left(\left(\frac{E_0}{E_c^{(0)}}\right)^2L_q-I\right)\mathbf{u}_q,\qquad D_q=M_qB_q^{-1}. \tag*{(175)} D q u ˙ q = ( ( E c ( 0 ) E 0 ) 2 L q − I ) u q , D q = M q B q − 1 . (175)
The mass matrix D q D_q D q is symmetric positive definite, and the matrix on the right is symmetric. The generalized growth-rate eigenproblem is therefore equivalent to the symmetric matrix D q − 1 / 2 ( ( E 0 E c ( 0 ) ) 2 L q − I ) D q − 1 / 2 D_q^{-1/2}\left(\left(\frac{E_0}{E_c^{(0)}}\right)^2L_q-I\right)D_q^{-1/2} D q − 1/2 ( ( E c ( 0 ) E 0 ) 2 L q − I ) D q − 1/2 , so all growth rates are real. Moreover, L q L_q L q is positive semidefinite because C T = − C C^{\mathsf{T}}=-C C T = − C and H q H_q H q is positive definite. It has rank two and null vector E n r \mathbf{E}_{\mathrm{nr}} E nr . At E 0 / E c ( 0 ) = 0 E_0/E_c^{(0)}=0 E 0 / E c ( 0 ) = 0 , the growth operator is negative definite in this metric. The number of its positive eigenvalues can change only when ( E 0 / E c ( 0 ) ) 2 \left(E_0/E_c^{(0)}\right)^2 ( E 0 / E c ( 0 ) ) 2 reaches the reciprocal of a positive eigenvalue of L q L_q L q . The first instability is consequently stationary.
Since B q B_q B q is invertible, the neutral problem can be written
u q = ( E 0 E c ( 0 ) ) 2 L q u q , u q = B q p q . (176) \mathbf{u}_q=\left(\frac{E_0}{E_c^{(0)}}\right)^2L_q\mathbf{u}_q,\qquad\mathbf{u}_q=B_q\mathbf{p}_q. \tag*{(176)} u q = ( E c ( 0 ) E 0 ) 2 L q u q , u q = B q p q . (176)
Neither M q M_q M q nor B q B_q B q enters the resulting eigenvalues. The derivative coupling therefore affects relaxation rates but not stationary neutral fields. In particular, the normalized thresholds are independent of ϵ 21 \epsilon_{21} ϵ 21 within the unexpanded dipole–rotlet model.
Calculation of the four stationary critical fields
This calculation evaluates the two mode directions for each exchange symmetry, yielding Eqs. (96) and (97) of the main text. Take R ^ \hat{\mathbf{R}} R ^ and E n r \mathbf{E}_{\mathrm{nr}} E nr in the x x x –z z z plane and write
F = ∣ E n r ∣ 2 , G = ( R ^ ⋅ E n r ) 2 . (177) F = \lvert\mathbf{E}_{\mathrm{nr}}\rvert^2,\qquad G = \left(\hat{\mathbf{R}}\cdot\mathbf{E}_{\mathrm{nr}}\right)^2. \tag*{(177)} F = ∣ E nr ∣ 2 , G = ( R ^ ⋅ E nr ) 2 . (177)
The X q X_q X q eigenvector of L q \mathbf{L}_q L q lies in that plane and is perpendicular to E n r \mathbf{E}_{\mathrm{nr}} E nr . Its cross product with E n r \mathbf{E}_{\mathrm{nr}} E nr is along e y \mathbf{e}_y e y , an eigenvector of H q \mathbf{H}_q H q with eigenvalue 1 + q s H δ / 2 1+q s_{\mathrm{H}}\delta/2 1 + q s H δ /2 . The Y q Y_q Y q eigenvector is e y \mathbf{e}_y e y itself. The two positive eigenvalues are thus
ℓ X q = F 1 + q s H δ / 2 , ℓ Y q = ( 1 + q s H δ / 2 ) F − ( 3 q s H δ / 2 ) G ( 1 + q s H δ / 2 ) ( 1 − q s H δ ) . (178) \ell_{X_q} = \frac{F}{1+q s_{\mathrm{H}}\delta/2},\qquad
\ell_{Y_q} = \frac{(1+q s_{\mathrm{H}}\delta/2)F-(3q s_{\mathrm{H}}\delta/2)G}{(1+q s_{\mathrm{H}}\delta/2)(1-q s_{\mathrm{H}}\delta)}. \tag*{(178)} ℓ X q = 1 + q s H δ /2 F , ℓ Y q = ( 1 + q s H δ /2 ) ( 1 − q s H δ ) ( 1 + q s H δ /2 ) F − ( 3 q s H δ /2 ) G . (178)
Taking their reciprocals gives Eqs. (96) and (97) of the main text, which are exact within the unexpanded model. The in-plane dipole eigenvector is obtained by applying B q − 1 \mathbf{B}_q^{-1} B q − 1 to the corresponding u q \mathbf{u}_q u q .
Resolving the imposed field parallel and perpendicular to the pair axis gives the base field explicitly:
E n r = e z − cos Θ R ^ 1 + s E σ 21 δ + cos Θ R ^ 1 − 2 s E σ 21 δ . (179) \mathbf{E}_{\mathrm{nr}} =
\frac{\mathbf{e}_z-\cos\Theta\,\hat{\mathbf{R}}}{1+s_{\mathrm{E}}\sigma_{21}\delta}
+
\frac{\cos\Theta\,\hat{\mathbf{R}}}{1-2s_{\mathrm{E}}\sigma_{21}\delta}. \tag*{(179)} E nr = 1 + s E σ 21 δ e z − cos Θ R ^ + 1 − 2 s E σ 21 δ cos Θ R ^ . (179)
F = sin 2 Θ ( 1 + s E σ 21 δ ) 2 + cos 2 Θ ( 1 − 2 s E σ 21 δ ) 2 , G = cos 2 Θ ( 1 − 2 s E σ 21 δ ) 2 . (180) F =
\frac{\sin^2\Theta}{(1+s_{\mathrm{E}}\sigma_{21}\delta)^2}
+
\frac{\cos^2\Theta}{(1-2s_{\mathrm{E}}\sigma_{21}\delta)^2},
\qquad
G = \frac{\cos^2\Theta}{(1-2s_{\mathrm{E}}\sigma_{21}\delta)^2}. \tag*{(180)} F = ( 1 + s E σ 21 δ ) 2 sin 2 Θ + ( 1 − 2 s E σ 21 δ ) 2 cos 2 Θ , G = ( 1 − 2 s E σ 21 δ ) 2 cos 2 Θ . (180)
Expanding these formulas in δ \delta δ gives the common electric shift − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) -2s_{\mathrm{E}}\sigma_{21}(1-3\cos^2\Theta) − 2 s E σ 21 ( 1 − 3 cos 2 Θ ) and the mode-dependent hydrodynamic shifts in Eqs. (98) and (99) of the main text. For s H = 0 s_{\mathrm{H}}=0 s H = 0 , both positive eigenvalues equal F F F , so electric interaction alone leaves all four stationary modal thresholds coincident.
Crossover angle at finite separation
This calculation supplements Sec. VIII C and the kink in Figure 8 . It converts the local-field condition in Eq. (101) into the pair angle measured from the imposed field. For s H = 1 s_{\mathrm{H}}=1 s H = 1 , equating the X − X_- X − and Y + Y_+ Y + critical fields gives
G F = 1 + δ / 2 3 ( 1 − δ / 2 ) . (181) \frac{G}{F}=\frac{1+\delta/2}{3(1-\delta/2)}. \tag*{(181)} F G = 3 ( 1 − δ /2 ) 1 + δ /2 . (181)
Using Eq. (180) , the pair-axis angle at the crossing is
cos 2 Θ c r o s s = ( 1 + δ / 2 ) ( 1 − 2 s E σ 21 δ ) 2 ( 1 + δ / 2 ) ( 1 − 2 s E σ 21 δ ) 2 + 2 ( 1 − δ ) ( 1 + s E σ 21 δ ) 2 . (182) \cos^2\Theta_{\mathrm{cross}}=
\frac{(1+\delta/2)(1-2s_{\mathrm{E}}\sigma_{21}\delta)^2}
{(1+\delta/2)(1-2s_{\mathrm{E}}\sigma_{21}\delta)^2+2(1-\delta)(1+s_{\mathrm{E}}\sigma_{21}\delta)^2}. \tag*{(182)} cos 2 Θ cross = ( 1 + δ /2 ) ( 1 − 2 s E σ 21 δ ) 2 + 2 ( 1 − δ ) ( 1 + s E σ 21 δ ) 2 ( 1 + δ /2 ) ( 1 − 2 s E σ 21 δ ) 2 . (182)
For small δ \delta δ ,
cos 2 Θ c r o s s = 1 3 + δ 3 − 4 3 s E σ 21 δ + O ( δ 2 ) . (183) \cos^2\Theta_{\mathrm{cross}}=\frac{1}{3}+\frac{\delta}{3}-\frac{4}{3}s_{\mathrm{E}}\sigma_{21}\delta+\mathcal{O}(\delta^2). \tag*{(183)} cos 2 Θ cross = 3 1 + 3 δ − 3 4 s E σ 21 δ + O ( δ 2 ) . (183)
The term δ / 3 \delta/3 δ /3 is the rotlet contribution; the term − 4 s E σ 21 δ / 3 -4s_{\mathrm{E}}\sigma_{21}\delta/3 − 4 s E σ 21 δ /3 is the electric-base-field contribution to the shift. For σ 21 = − 1 / 2 \sigma_{21}=-1/2 σ 21 = − 1/2 , the two limits, with angles in radians, are
Θ c r o s s = Θ m − 3 δ 2 2 + O ( δ 2 ) , Θ c r o s s H = Θ m − δ 2 2 + O ( δ 2 ) . (184) \Theta_{\mathrm{cross}}=\Theta_{\mathrm{m}}-\frac{3\delta}{2\sqrt{2}}+\mathcal{O}(\delta^2),\qquad
\Theta_{\mathrm{cross}}^{\mathrm{H}}=\Theta_{\mathrm{m}}-\frac{\delta}{2\sqrt{2}}+\mathcal{O}(\delta^2). \tag*{(184)} Θ cross = Θ m − 2 2 3 δ + O ( δ 2 ) , Θ cross H = Θ m − 2 2 δ + O ( δ 2 ) . (184)
These finite-separation displacements of the unexpanded crossover approach zero with R − 3 R^{-3} R − 3 . The differences between its modal fields and the leading near-onset asymptotic predictions are O ( R − 6 ) \mathcal{O}(R^{-6}) O ( R − 6 ) .
Regular asymptotic steady angular velocities away from onset
This subsection derives the angular-speed corrections in Eqs. (104) and (105) of Sec. IX, and their overlap with the near-onset theory. This calculation uses the regular asymptotic expansion away from onset, at fixed λ 0 > 0 \lambda_0>0 λ 0 > 0 with δ / λ 0 ≪ 1 \delta/\lambda_0 \ll1 δ / λ 0 ≪ 1 . We use P ⊥ ( 0 ) = M a λ 0 P_{\perp}^{(0)}=\mathrm{Ma}\sqrt{\lambda_0} P ⊥ ( 0 ) = Ma λ 0 and P i ( 0 ) = P ⊥ ( 0 ) e ρ i + ( ϵ 21 − M a ) e z P_i^{(0)}=P_{\perp}^{(0)}e_{\rho i}+(\epsilon_{21}-\mathrm{Ma})e_z P i ( 0 ) = P ⊥ ( 0 ) e ρ i + ( ϵ 21 − Ma ) e z . The phase solvability condition G i , ϕ = 0 G_{i,\phi}=0 G i , ϕ = 0 is imposed before solving the steady radial and longitudinal equations. Define, only for the following component calculation,
v i = Π ⋅ P j ( 0 ) , w i = Π ⋅ e ϕ j , (185) v_i=\boldsymbol{\Pi}\cdot P_j^{(0)},\qquad w_i=\boldsymbol{\Pi}\cdot e_{\phi j}, \tag*{(185)} v i = Π ⋅ P j ( 0 ) , w i = Π ⋅ e ϕ j , (185)
and use ρ , ϕ , z \rho,\phi,z ρ , ϕ , z for rotating-basis components. The explicit interaction contribution to the angular velocity is M a − 1 [ − P i ( 0 ) × v i + ( P ⊥ ( 0 ) / 2 ) w i ] \mathrm{Ma}^{-1}[-P_i^{(0)}\times v_i+(P_{\perp}^{(0)}/2)w_i] Ma − 1 [ − P i ( 0 ) × v i + ( P ⊥ ( 0 ) /2 ) w i ] . Substituting this expression into the dipole forcing and solving its magnitude and longitudinal component equations gives
P i , ρ ( 1 ) = ( M a − ϵ 21 ) v i , ρ − M a 2 P ⊥ ( 0 ) v i , z + ( P ⊥ ( 0 ) ) 2 − M a 2 4 P ⊥ ( 0 ) w i , ϕ , (186) P_{i,\rho}^{(1)}=(\mathrm{Ma}-\epsilon_{21})v_{i,\rho}-\frac{\mathrm{Ma}^{2}}{P_{\perp}^{(0)}}v_{i,z}+\frac{(P_{\perp}^{(0)})^{2}-\mathrm{Ma}^{2}}{4P_{\perp}^{(0)}}w_{i,\phi}, \tag*{(186)} P i , ρ ( 1 ) = ( Ma − ϵ 21 ) v i , ρ − P ⊥ ( 0 ) Ma 2 v i , z + 4 P ⊥ ( 0 ) ( P ⊥ ( 0 ) ) 2 − Ma 2 w i , ϕ , (186)
P i , z ( 1 ) = P ⊥ ( 0 ) v i , ρ − ( M a + ϵ 21 ) v i , z − M a 2 w i , ϕ . (187) P_{i,z}^{(1)}=P_{\perp}^{(0)}v_{i,\rho}-(\mathrm{Ma}+\epsilon_{21})v_{i,z}-\frac{\mathrm{Ma}}{2}w_{i,\phi}. \tag*{(187)} P i , z ( 1 ) = P ⊥ ( 0 ) v i , ρ − ( Ma + ϵ 21 ) v i , z − 2 Ma w i , ϕ . (187)
The phase coordinate is chosen so that P i , ϕ ( 1 ) = 0 P_{i,\phi}^{(1)}=0 P i , ϕ ( 1 ) = 0 . For the X − X_- X − branch, and for the Y + Y_+ Y + branch at Θ = π / 2 \Theta=\pi/2 Θ = π /2 , the angular velocities remain along the leading rotation axes. Expand the positive angular-speed magnitude as ∣ Ω i ∣ = λ 0 + δ ω i ( 1 ) + O ( δ 2 ) |\Omega_i|=\sqrt{\lambda_0}+\delta\omega_i^{(1)}+O(\delta^2) ∣ Ω i ∣ = λ 0 + δ ω i ( 1 ) + O ( δ 2 ) . Its first-order coefficient is
ω i ( 1 ) = − ( P ⊥ ( 0 ) ) 2 + M a 2 P ⊥ ( 0 ) M a ( v i , z + 1 4 w i , ϕ ) . (188) \omega_i^{(1)}=-\frac{(P_{\perp}^{(0)})^2+\mathrm{Ma}^2}{P_{\perp}^{(0)}\mathrm{Ma}}\left(v_{i,z}+\frac{1}{4}w_{i,\phi}\right). \tag*{(188)} ω i ( 1 ) = − P ⊥ ( 0 ) Ma ( P ⊥ ( 0 ) ) 2 + Ma 2 ( v i , z + 4 1 w i , ϕ ) . (188)
This identity follows by combining the radial dipole contribution P i , ρ ( 1 ) / M a P_{i,\rho}^{(1)}/\mathrm{Ma} P i , ρ ( 1 ) / Ma with the explicit interaction torque. In particular, the terms containing v i , ρ v_{i,\rho} v i , ρ cancel.
For X − X_- X − , take e ρ 1 = e x e_{\rho1}=e_x e ρ 1 = e x and e ρ 2 = − e x e_{\rho2}=-e_x e ρ 2 = − e x . Then w i , ϕ = − 1 w_{i,\phi}=-1 w i , ϕ = − 1 and
1 2 ( v 1 , z + v 2 , z ) = ( ϵ 21 − M a ) ( 1 − 3 cos 2 Θ ) . (189) \frac{1}{2}(v_{1,z}+v_{2,z})=(\epsilon_{21}-\mathrm{Ma})(1-3\cos^2\Theta). \tag*{(189)} 2 1 ( v 1 , z + v 2 , z ) = ( ϵ 21 − Ma ) ( 1 − 3 cos 2 Θ ) . (189)
Averaging the two positive speeds gives Ω ‾ X − \overline{\Omega}_{X_-} Ω X − in Eq. (104) of the main text. For Y + Y_+ Y + at Θ = π / 2 \Theta=\pi/2 Θ = π /2 , e ρ i = e y e_{\rho i}=e_y e ρ i = e y , w i , ϕ = − 2 w_{i,\phi}=-2 w i , ϕ = − 2 , and v i , z = ϵ 21 − M a v_{i,z}=\epsilon_{21}-\mathrm{Ma} v i , z = ϵ 21 − Ma , giving its stated Y + Y_+ Y + formula, Eq. (105) of the main text. Oblique X − X_- X − states have individual corrections proportional to sin Θ cos Θ \sin\Theta\cos\Theta sin Θ cos Θ with opposite signs in the two speed magnitudes; these cancel in their mean.
The overlap with the near-onset theory is obtained by taking δ ≪ λ 0 ≪ 1 \delta\ll\lambda_0\ll1 δ ≪ λ 0 ≪ 1 . Since M a = M a c / ( 1 + λ 0 ) \mathrm{Ma}=\mathrm{Ma}_c/(1+\lambda_0) Ma = Ma c / ( 1 + λ 0 ) , the two angular-speed formulas reduce to
Ω ‾ k = λ 0 + δ m k 2 λ 0 + O ( δ λ 0 ) + O ( δ 2 λ 0 − 3 / 2 ) , k = X − , Y + . (190) \overline{\Omega}_k=\sqrt{\lambda_0}+\frac{\delta m_k}{2\sqrt{\lambda_0}}+O(\delta\sqrt{\lambda_0})+O(\delta^2\lambda_0^{-3/2}),\qquad k=X_-,Y_+. \tag*{(190)} Ω k = λ 0 + 2 λ 0 δ m k + O ( δ λ 0 ) + O ( δ 2 λ 0 − 3/2 ) , k = X − , Y + . (190)
The same expression follows by expanding λ 0 + δ m k \sqrt{\lambda_0+\delta m_k} λ 0 + δ m k from the near-onset amplitude equations. The last remainder grows as λ 0 \lambda_0 λ 0 decreases and becomes comparable to the interaction correction when λ 0 = O ( δ ) \lambda_0=O(\delta) λ 0 = O ( δ ) , so this overlap expansion cannot be continued into the near-onset regime.