The minimum interfacial tension occurrence along a formulation scan at the so‐called optimum formulation is discussed to be related to the interfacial curvature. The attained minimum tension is inversely proportional to the domain size of the bicontinuous microemulsion and to the interfacial layer rigidity, but no accurate prediction is available. The data from a very simple ternary system made of pure products accurately follows the correlation for optimum formulation, and exhibit a linear relationship between the performance index as the logarithm of the minimum tension at optimum, and the formulation variables. This relation is probably too simple when the number of variables is increased as in practical cases. The review of published data for more realistic systems proposed for enhanced oil recovery over the past 30 years indicates a general guidelines following Winsor's basic studies concerning the surfactant–oil–water interfacial interactions. It is well known that the major performance benefits are achieved by blending amphiphilic species at the interface as intermolecular or intramolecular mixtures, sometimes in extremely complex formulations. The complexity is such that a good knowledge of the possible trends and an experienced practical know‐how to avoid trial and error are important for the practitioner in enhanced oil recovery.

The effects of surfactant molecules involved in macro-, mini-, nano-, and microemulsions used in cosmetics and pharmaceuticals are related to their amphiphilic interactions with oil and water phases. Basic ideas on their behavior when they are put together in a system have resulted in the energy balance concept labeled the hydrophilic-lipophilic deviation (HLD) from optimum formulation. This semiempirical equation integrates in a simple linear relationship the effects of six to eight variables including surfactant head and tail, sometimes a cosurfactant, oil-phase nature, aqueous-phase salinity, temperature, and pressure. This is undoubtedly much more efficient than the hydrophilic-lipophilic balance (HLB) which has been used since 1950. The new HLD is quite important because it allows researchers to model and somehow predict the phase behavior, the interfacial tension between oil and water phases, their solubilization in single-phase microemulsion, as well as the corresponding properties for various kinds of macroemulsions. However, the HLD correlation, which has been developed and used in petroleum applications, is sometimes difficult to apply accurately in real cases involving ionic–nonionic surfactant mixtures and natural polar oils, as it is the case in cosmetics and pharmaceuticals. This review shows the confusion resulting from the multiple definitions of HLD and of the surfactant parameter, and proposes a “normalized” Hydrophilic-Lipophilic Deviation (HLD_N) equation with a surfactant contribution parameter (SCP), to handle more exactly the effects of formulation variables on the phase behavior and the micro/macroemulsion properties.