Why is it relevant in one situation and irrelevant in the other?
[ let's stay with expoxide / oxonium for this (as I don't like the idea of a bromonium-ion under alkaline conditions):]
because we're talking different mechanisms in different situations leading to different products !
(i) attack of a negatively charged particle on the non-protonated epoxide (i.e. alkaline conditions)
here, the epoxide is quite stable and won't open up all by itself in any meaningfull degree (i.e. wouldn't form any carbocations, neither secondary nor tertiary, and hence will not react via S
N1 )
hence, we need S
N2 to achieve something, with the sterically less hindered side being the one most likely to be the center of the
successfull action
(ii) addition of a neutral "nucleophile" on the protonated epoxide (with subsequent extrusion of H
+)
oxonium (! the oxygen
must be charged for this) being an excellent leaving group, there'll be an equilibrium of three (relevant) species present:
- the epoxide with the H
+ bearing, hence positively charged, oxygen
- one open structure where the positive charge is located at the -
CH2- group
- one open structure where the positive charge is located at the (CH
3)
2-
C- group
from those three, only the last two are able to result in something meaningfull when adding the nucleophile, and the last one of those will be much much more likely by far (due to the methylgroups stabilizing this structure)
this statistical advantage will lead to the product described, when adding the nucleophile
there might be some minor neighbouring group effects still involved , though, as the hydroxygroup first will need to move away and make place for the nucleopile to rush in (from one side, not from the other), which could result in some kind of pseudo - stereoselectivity (if we studied respective species, like one with one of the two methyls being CD
3- group in exchange)
I see that this is so complex that no accepted explanation exist.
this is your opinion
I am deeply convinced to the opposite (as shown above), and am very confident that there must be a bunch of deep and deeper mechanistic studies out there somewhere, supporting my general analysis, with such a simple system (and hence inviting to those studies at that)
regards
Ingo