[0001] The present invention relates to a crankcase lubricant which exhibits superior performance
properties in heavy duty (HD) diesel (compression ignited) internal combustion engines
whilst being a low phosphorus formulation. Such lubricants may be referred to variously
as lubricating oils, lubricating oil compositions, and lubricating oil formulations.
[0002] The heavy duty trucking market has come to adopt the diesel engine as its preferred
power source due to both its excellent longevity and its economy of operation. Specialized
lubricants have been developed to meet the more stringent performance requirements
of HD diesel engines compared with passenger car engines.
[0003] Several engine tests are required to demonstrate satisfactory HD performance, including
the following:
- Sequence IIIE (ASTM D553) test for antioxidancy as measured by viscosity increase.
- Daimler Chrylser OM364LA diesel engine test for bore polish, piston cleanliness, cylinder
wear, engine sludge and oil consumption.
- Cummins M11 test to evaluate soot-related valve train wear, filter plugging and sludge.
[0004] Thus, there is a need in the art for lubricating oils that are capable of meeting
the HD diesel requirements. Surprisingly, a low phosphorus lubricating oil which affords
improved performance in the Sequence IIIE, OM364LA and Cummins M11 tests has now been
discovered. Thus, the present invention is directed, in a first aspect, towards a
heavy duty diesel engine lubricating oil composition comprising a major amount of
an oil of lubricating viscosity to which has been added:
(a) a lubricating oil borated or non-borated ashless dispersant which has not more
than 0.3, for example not more than 0.2, such as not more than 0.1, mass % boron,
in a minor amount;
(b) an oil-soluble neutral calcium phenate detergent in a minor amount;
(c) an oil-soluble overbased calcium or magnesium sulfonate or mixture thereof present
in a minor amount so that not more than 0.1, for example not more than 0.05, such
as not more than 0.025, mass % magnesium is present in the composition;
(d) a metal dihydrocarbyldithiophosphate present in such an amount that the phosphorus
content of the composition is from 0.025 to 0.10, such as 0.05 to 0.07 or to 0.08,
mass %; and
(e) a antioxidant phenolic or aminic, preferably a hindered phenol, in a minor amount,
the composition being free of any neutral metal sulfonate and any other neutral
metal detergent, other than the phenate (b).
[0005] As used herein, all mass % numbers are on an active ingredient basis unless otherwise
noted, and are based on elemental boron, magnesium or phosphorus in respect of (a),
(c) and (d) above as appropriate.
[0006] The composition is preferably free of aminic, such as aromatic amine, antioxidants.
[0007] A major amount means in excess of 50 mass % of the composition and a minor amount
means less than 50 mass % of the composition, both in respect of the stated additive,
and in respect of the total mass % of all of the additives present in the composition.
[0008] It will be understood that the additives of the composition may react under the conditions
of formulation, storage, or use and that the invention also provides the product obtainable
or obtained as a result of any such reaction.
[0009] The word "comprises" or comprising", or cognate words, when used in this specification,
is taken to specify the presence of stated features, integers, steps or components
but does not preclude the presence or addition of one or more other features, integers,
steps, or components.
[0010] In a second aspect, the invention is directed towards a concentrate for blending
with an oil of lubricating viscosity to provide a heavy duty diesel engine lubricating
oil composition, said concentrate comprising:
(a) a lubricating oil borated or non-borated ashless dispersant which has not more
than 0.3, for example not more than 0.2, such as not more than 0.1, mass % boron;
(b) an oil-soluble neutral calcium phenate detergent;
(c) an oil-soluble overbased calcium or magnesium sulfonate or mixture thereof present
in such an amount so that not more than 0.3 mass % magnesium is present in the concentrate;
(d) a metal dihydrocarbyldithiophosphate present in such amount so that the phosphorus
content of the concentrate is up to 0.7 mass %; and
(e) a phenolic or aminic, preferably a hindered phenol, antioxidant,
the concentrate being free of any neutral metal sulfonate and any other neutral
metal detergent, other than the phenate (b).
[0011] In a third aspect, the invention is directed towards a method of lubricating a heavy
duty diesel engine which comprises supplying to the crankcase thereof a lubricating
oil composition according to the first aspect of the invention.
[0012] In the fourth aspect, the invention is directed towards the use in a crankcase lubricating
oil composition of a combination of additives (a) to (e) according to the first aspect
of the invention to achieve adequate performance in one or more of the following tests
for crankcase lubricating oils:
Sequence IIIE (ASTM D553) for antioxidancy;
Daimler Chrysler OM364LA for bore polish, piston cleanliness, cylinder wear, engine
sludge, and oil consumption;
Cummins M11 for soot-related valve train wear, filter plugging and sludge.
[0013] In a fifth respect, the invention is directed towards a combination comprising
(i) moveable, contacting mechanical parts to be lubricated of a heavy duty diesel
internal combustion engine; and
(ii) a lubricating oil composition according to the first aspect of the invention.
[0014] The features of the invention will now be discussed in further detail as follows.
LUBRICATING OIL
[0015] The oil of lubricating viscosity may be selected from any of the synthetic or natural
oils used as crankcase lubricating oils for heavy duty diesel (compression-ignited)
engines. The oil of lubricating viscosity conveniently has a viscosity of 2.5 to 12,
preferably 2.5 to 9, mm
2/s at 100°C. Mixtures of synthetic and natural base oils may be used if desired.
DISPERSANT (a)
[0016] The ashless dispersant comprises an oil-soluble polymeric hydrocarbon backbone having
functional groups that are capable of associating with particles to be dispersed.
Dispersants may be present in amounts of from 2 to 10, preferably 3 to 5, mass %.
Typically, the dispersants comprise amine, alcohol, amide, or ester polar moieties
attached to the polymer backbone often via a bridging group. The dispersant may be,
for example, selected from oil-soluble salts, esters, amino-esters, amides, imides,
and oxazolines of long chain hydrocarbon substituted mono and dicarboxylic acids or
their anhydrides; thiocarboxylate derivatives of long chain hydrocarbons; long chain
aliphatic hydrocarbons having a polyamine attached directly thereto; and Mannich condensation
products formed by condensing a long chain substituted phenol with formaldehyde and
polyalkylene polyamine, and Koch reaction products.
[0017] The oil-soluble polymeric hydrocarbon backbone is typically an olefin polymer, especially
polymers comprising a major molar amount (i.e. greater than 50 mole %) of a C
2 to C
18 olefin (e.g., ethylene, propylene, butylene, isobutylene, pentene, octene-1, styrene),
and typically a C
2 to C
5 olefin. The oil-soluble polymeric hydrocarbon backbone may be a homopolymer (e.g.,
polypropylene or polyisobutylene) or a copolymer of two or more of such olefins (e.g.,
copolymers of ethylene and an alpha-olefin such as propylene and butylene or copolymers
of two different alpha-olefins).
[0018] One preferred class of olefin polymers is polybutenes and specifically polyisobutenes
(PIB) or poly-n-butenes, such as may be prepared by polymerization of a C
4 refinery stream. Another preferred class of olefin polymers is ethylene alpha-olefin
(EAO) copolymers or alpha-olefin homo- and copolymers such as may be prepared using
metallocene chemistry having in each case a high degree (e.g. >30%) of terminal vinylidene
unsaturation.
[0019] The oil-soluble polymeric hydrocarbon backbone will usually have number average molecular
weight (

n) within the range of from 300 to 20,000. The

n of the backbone is preferably within the range of 500 to 10,000, more preferably
700 to 5,000 where the use of the backbone is to prepare a component having the primary
function of dispersancy. Hetero polymers such as polyepoxides are also usable to prepare
components. Both relatively low molecular weight (

n 500 to 1500) and relatively high molecular weight (

n 1500 to 5,000 or greater) polymers are useful to make dispersants. Particularly
useful olefin polymers for use in dispersants have

n within the range of from 900 to 3000. Where the component is also intended to have
a viscosity modification effect it is desirable to use higher molecular weight, typically
with

n of from 2,000 to 20,000, and if the component is intended to function primarily
as a viscosity modifier then the molecular weight may be even higher with an

n of from 20,000 up to 500,000 or greater. The functionalized olefin polymers used
to prepare dispersants preferably have approximately one terminal double bond per
polymer chain.
[0020] The

n for such polymers can be determined by several known techniques. A convenient method
for such determination is by gel permeation chromatography (GPC) which additionally
provides molecular weight distribution information.
[0021] The oil-soluble polymeric hydrocarbon backbone may be functionalized to incorporate
a functional group into the backbone of the polymer, or as one or more groups pendant
from the polymer backbone. The functional group typically will be polar and contain
one or more hetero atoms such as P, O, S, N, halogen, or boron. It can be attached
to a saturated hydrocarbon part of the oil soluble polymeric hydrocarbon backbone
via substitution reactions or to an olefinic portion via addition or cycloaddition
reactions. Alternatively, the functional group can be incorporated into the polymer
in conjunction with oxidation or cleavage of the polymer chain end (e.g., as in ozonolysis).
[0022] Useful functionalization reactions include: halogenation of the polymer allylic to
the olefinic bond and subsequent reaction of the halogenated polymer with an ethylenically
unsaturated functional compound (e.g., maleation where the polymer is reacted with
maleic acid or anhydride); reaction of the polymer with an unsaturated functional
compound by the "ene" reaction absent halogenation; reaction of the polymer with at
least one phenol group (this permits derivatization in a Mannich base-type condensation);
reaction of the polymer at a point of unsaturation with carbon monoxide using a hydroformylation
catalyst or a Koch-type reaction to introduce a carbonyl group attached to a -CH
2- or in an iso or neo position; reaction of the polymer with the functionalizing compound
by free radical addition using a free radical catalyst; reaction with a thiocarboxylic
acid derivative; and reaction of the polymer by air oxidation methods, epoxidation,
chloroamination, or ozonolysis.
[0023] The functionalized oil-soluble polymeric hydrocarbon backbone is then further derivatized
with a nucleophilic reactant such as an amine, amino-alcohol, alcohol, metal compound
or mixture thereof to form a corresponding derivative. Useful amine compounds for
derivatizing functionalized polymers comprise at least one amine and can comprise
one or more additional amine or other reactive or polar groups. These amines may be
hydrocarbyl amines or may be predominantly hydrocarbyl amines in which the hydrocarbyl
group includes other groups, e.g., hydroxy groups, alkoxy groups, amide groups, nitriles,
imidazoline groups, and the like. Particularly useful amine compounds include mono-
and polyamines, e.g. polyalkylene and polyoxyalkylene polyamines of about 2 to 60,
conveniently 2 to 40 (e.g., 3 to 20) total carbon atoms and about 1 to 12, conveniently
3 to 12, and preferably 3 to 9 nitrogen atoms in the molecule. Mixtures of amine compounds
may advantageously be used such as those prepared by reaction of alkylene dihalide
with ammonia. Preferred amines are aliphatic saturated amines, including, e.g., 1,2-diaminoethane;
1,3-diaminopropane; 1,4-diaminobutane; 1,6-diaminohexane; polyethylene amines such
as diethylene triamine; triethylene tetramine; tetraethylene pentamine; and polypropyleneamines
such as 1,2-propylene diamine; and di-(1,3-propylene) triamine.
[0024] A preferred group of dispersants includes those substituted with succinic anhydride
groups and reacted with polyethylene amines (e.g., tetraethylene pentamine), aminoalcohols
such as trismethylolaminomethane, polymer products of metallocene catalyzed polymerisations,
and optionally additional reactants such as alcohols and reactive metals e.g., pentaerythritol,
and combinations thereof). Also useful are dispersants wherein a polyamine is attached
directly to the backbone by the methods shown in US 5,225,092, 3,275,554 and 3,565,804
where a halogen group on a halogenated hydrocarbon is displaced with various alkylene
polyamines.
[0025] Another class of dispersants comprises Mannich base condensation products. Generally,
these are prepared by condensing about one mole of an alkyl-substituted mono- or polyhydroxy
benzene with about 1 to 2.5 moles of carbonyl compounds (e.g., formaldehyde and paraformaldehyde)
and about 0.5 to 2 moles polyalkylene polyamine as disclosed, for example, in US 3,442,808.
[0026] The dispersant can be further post-treated by a variety of conventional post treatments
such as boration, as generally taught in US 3,087,936 and 3,254,025. This is readily
accomplished by treating an acyl nitrogen-containing dispersant with a boron compound
selected from the group consisting of boron oxide, boron halides, boron acids and
esters of boron acids or highly borated low

w dispersant, in an amount to provide a boron to nitrogen mole ratio of 0.01 to 3.0.
[0027] Preferred for use in the invention is a polyisobutenyl succinimide dispersant wherein
the Mn of the polyisobutenyl groups is from 1500 to 3000, such as 2000 to 2300, or
a borated derivative thereof which contains not more than 0.3, for example not more
than 0.2, such as not more than 0.1, for example 0.01 to 0.1, mass % boron, as elemental
boron.
CALCIUM PHENATES (b)
[0028] The lubricant oil of the present invention includes a neutral calcium phenate. "Neutral"
means the phenate contains a substantially stoichiometric amount of metal. Conveniently,
the phenate will be used in amounts from 0.3 to 1.5, preferably from 0.3 to 0.8, more
preferably from 0.45 to 0.65, mass %. For example, alkylated calcium phenates and
preferably sulfurized alkylated calcium phenates are included in the present invention.
Such salts are readily obtainable in the art. Methods for preparing phenates are disclosed
in, for example U.S. Patent 3,966,621.
[0029] Calcium salts of phenols and sulfurized phenols may be prepared by reaction with
an appropriate metal compound such as an oxide or hydroxide and neutral. Sulfurised
phenols may be prepared by reacting a phenol with sulfur or sulfur-containing compounds
such as hydrogen sulfide, sulfur monohalide or sulfur dihalide, to form products which
are generally mixtures of compounds in which two or more phenols are bridged by sulfur-containing
bridges.
[0030] The neutral calcium phenate used in the oils of the invention is, as stated above,
the sole neutral metal detergent in the composition of the present invention which
is free of other neutral metal detergent additives.
OVERBASED CALCIUM OR MAGNESIUM SULFONATE (c)
[0031] The compositions of the instant invention also include, as stated, oil-soluble overbased
calcium or magnesium sulfonate or both; an amount of 0.2 to 2 mass % is preferred.
Also as stated, the compositions of the present invention do not contain more than
0.05 mass % magnesium; 0.03 to 0.05 mass % magnesium is preferred or not more than
0.025 mass % magnesium.
[0032] Metal-containing or ash-forming sulfonate detergents function both as detergents
to reduce or remove deposits and as acid neutralizers or rust inhibitors, thereby
reducing wear and corrosion and extending engine life. Detergents generally comprise
a polar head with a long hydrophobic tail, with the polar head comprising a metal
salt of an acidic organic compound. It is possible to include large amounts of a metal
base by reacting an excess of a metal compound such as an oxide or hydroxide with
an acidic gas such as carbon dioxide. The resulting overbased detergent sulfonate
comprises neutralised detergent as the outer layer of a metal base (e.g. carbonate)
micelle. Such overbased sulfonate detergents may have a TBN of 150 or greater, and
typically of from 250 to 450 or more.
[0033] Preferred are oil-soluble overbased calcium and magnesium sulfonates having TBN's
of 300 and 400, respectively.
[0034] Sulfonates may be prepared from sulfonic acids which are typically obtained by the
sulfonation of alkyl-substituted aromatic hydrocarbons such as those obtained from
the fractionation of petroleum or by the alkylation of aromatic hydrocarbons. Examples
included those obtained by alkylating benzene, toluene, xylene, naphthalene, diphenyl
or their halogen derivatives such as chlorobenzene, chlorotoluene and chloronaphthalene.
The alkylation may be carried out in the presence of a catalyst with alkylating agents
having from 3 to more than 70 carbon atoms. The alkaryl sulfonates usually contain
from 9 to 80 or more, preferably from 16 to 60, carbon atoms per alkyl-substituted
aromatic moiety.
[0035] The oil-soluble sulfonates or alkyl aryl sulfonic acids may be neutralized with oxides,
hydroxides, alkoxides, carbonates, carboxylate, sulfides, hydrosulfides, nitrates,
borates and ethers of the metal. The amount of metal compound is chosen having regard
to the desired TBN of the final product but typically ranges from 125 to 220 mass
% of that stoichiometrically required.
METAL DIHYDROCARBYLDITHIOPHOSPHATE (d)
[0036] Dihydrocarbyl dithiophosphate metal salts are frequently used as anti-wear and antioxidant
agents. The compositions of this invention preferably contain a metal dihydrocarbyl
dithiophosphate in an amount such that from 0.05 to 0.10, such as 0.05 to 0.07 or
to 0.08, mass % phosphorus is present in the finished lubricating oil. The metal may
be an alkali or alkaline earth metal, or aluminum, lead, tin, molybdenum, manganese,
nickel or copper, but zinc salts are preferred and may be present in amounts of 0.1
to 1.5, preferably 0.5 to 1.0, mass %, based upon the total weight of the lubricating
oil composition. They may be prepared in accordance with known techniques by first
forming a dihydrocarbyl dithiophosphoric acid (DDPA), usually by reaction of one or
more alcohol or a phenol with P
2S
5 and then neutralizing the formed DDPA with a zinc compound. For example, a dithiophosphoric
acid may be made by reacting mixtures of primary and secondary alcohols. Alternatively,
multiple dithiophosphoric acids can be prepared where the hydrocarbyl groups on one
are entirely secondary in character and the hydrocarbyl groups on the others are entirely
primary in character. To make the zinc salt, any basic or neutral zinc compound could
be used, but the oxides, hydroxides and carbonates are most generally employed. Commercial
additives frequently contain an excess of zinc due to use of an excess of the basic
zinc compound in the neutralization reaction.
[0037] The preferred zinc dihydrocarbyl dithiophosphates are oil-soluble salts of dihydrocarbyl
dithiophosphoric acids and may be represented by the following formula:

wherein R and R' may be the same or different hydrocarbyl radicals containing from
1 to 18, preferably 2 to 12, carbon atoms and including radicals such as alkyl, alkenyl,
aryl, arylalkyl, alkaryl and cycloaliphatic radicals. Particularly preferred as R
and R' groups are alkyl groups of 2 to 8 carbon atoms. Thus, the radicals may, for
example, be ethyl, n-propyl, i-propyl, n-butyl, i-butyl, sec-butyl, amyl, n-hexyl,
i-hexyl, n-octyl, decyl, dodecyl, octadecyl, 2-ethylhexyl, phenyl, butylphenyl, cyclohexyl,
methylcyclopentyl, propenyl, butenyl. In order to obtain oil-solubility, the total
number of carbon atoms (i.e. R and R') in the dithiophosphoric acid will generally
be about 5 or greater. The zinc dihydrocarbyl dithiophosphate can therefore comprise
zinc dialkyl dithiophosphates. Conveniently at least 50 mole % of the alcohols used
to introduce hydrocarbyl groups into the dithiophosphoric acids are secondary alcohols.
[0038] Greater percentages of secondary alcohols are preferred, and may be required in particularly
high nitrogen systems. Thus, the alcohols used to introduce the hydrocarbyl groups
may be 60 or 75 mole % secondary. Most preferably, the hydrocarbyl groups are more
than 90 mole % secondary. Metal dithiophosphates that are secondary in character give
better wear control in tests such as the Sequence VE (ASTM D5302) and the GM 6.2L
tests.
PHENOLIC OR AMINIC ANTIOXIDANTS (e)
[0039] The lubricant of this invention, for example, includes 0.1 to 1.5, preferably about
0.2 to 1.0, mass %, of an antioxidant (e). Hindered phenols are preferred and are
generally oil-soluble phenols substituted at one or both ortho positions. Suitable
compounds include monohydric and mononuclear phenols such as 2,6-di-tertiary alkylphenols
(e.g. 2,6-di-t-butylphenol, 2,4,6-tri-t-butyl phenol, 2-t-butyl phenol, 4-alkyl, 2,6-t-butyl
phenol, 2,6-di-isopropylphenol, and 2,6-dimethyl, 4-t-butyl phenol). Other suitable
hindered phenols include polyhydric and polynuclear phenols such as alkylene-bridged
hindered phenols (4,4-methylenebis(6-tert-butyl-o-cresol), 4,4'-methylenebis(2-tert-amyl-o-cresol),
and 2,2'-methylenebis(2,6-di-t-butylphenol). The hindered phenol may be borated or
sulfurized. Preferred hindered phenols have good oil-solubility and relatively low
volatility.
[0040] As examples of amimic antioxidants, there may be mentioned aromatic amine antioxidants
having at least two aromatic groups attached directly to the nitrogen. Although these
materials may be used in small amounts, preferred embodiments of the present invention
are free of these compounds. These aromatic amines have been found to impact soot-induced
viscosity increases. They are preferably used in only small amounts, or more preferably
avoided altogether other than such amounts as may result as an impurity from another
component of the composition.
[0041] Typical oil-soluble aromatic amines having at least two aromatic groups attached
directly to one amine nitrogen contain from 6 to 16 carbon atoms. The amines may contain
more than two aromatic groups. Compounds having a total of at least three aromatic
groups in which two aromatic groups are linked by a covalent bond or by an atom or
group (e.g., an oxygen or sulfur atom, or a -CO-, -SO
2- or alkylene group) and two aromatic groups are directly attached to one amine nitrogen
are also considered aromatic amines having at least two aromatic groups attached directly
to the nitrogen. The aromatic rings are typically substituted by one or more substituents
selected from alkyl, cycloalkyl, alkoxy, aryloxy, acyl, acylamino, hydroxy, and nitro
groups. These compounds should be minimized or avoided altogether. The amount of any
such oil soluble aromatic amines having at least two aromatic groups attached directly
to one amine nitrogen should preferably not exceed 0.2 mass %.
CO-ADDITIVES
[0042] Other additives may be present as optional ingredients in the composition of this
invention and these are listed below.
[0043] Rust inhibitors selected from the group consisting of nonionic polyoxyalkylene polyols
and esters thereof, polyoxyalkylene phenols, and anionic alkyl sulfonic acids may
be used.
[0044] Copper- and lead- bearing corrosion inhibitors may be used, but are typically not
required with the formulation of the present invention. Typically such compounds are
the thiadiazole polysulfides containing from 5 to 50 carbon atoms, their derivatives
and polymers thereof. Derivatives of 1,3,4 thiadiazoles such as those described in
U.S. Pat. Nos. 2,719,125; 2,719,126; and 3,087,932 are typical. Other similar materials
are described in U.S. Pat. Nos. 3,821,236; 3,904,537; 4,097,387; 4,107,059; 4,136,043;
4,188,299; and 4,193,882. Other additives are the thio and polythio sulfenamides of
thiadiazoles such as those described in UK. Patent Specification No. 1,560,830. Benzotriazoles
derivatives also fall within this class of additives. When these compounds are included
in the lubricating composition, they are preferably present in an amount not exceeding
0.2 mass %.
[0045] A small amount of a demulsifying component may be used. A preferred demulsifying
component is described in EP 330,522. It is obtained by reacting an alkylene oxide
with an adduct obtained by reacting a bis-epoxide with a polyhydric alcohol. The demulsifier
should be used at a level not exceeding 0.1, conveniently 0.001 to 0.05, mass %.
[0046] Pour point depressants, otherwise known as lube oil flow improvers, lower the minimum
temperature at which the fluid will flow or can be poured. Such additives are well-known.
Typical of those additives which improve the low temperature fluidity of the fluid
are C
8 to C
18 dialkyl fumarate/vinyl acetate copolymers and polyalkylmethacrylates. Likewise, the
dialkyl fumarate and vinyl acetate may be used as compatibilizing agents.
[0047] Incompatibility may occur when certain types of polymers for use in the manufacture
of motor oil viscosity modifiers are dissolved in basestock. An uneven molecular dispersion
of polymer which gives the mixture either a tendency to separate or a grainy appearance
ensues. The problem is solved by using a compatibility agent having a hydrocarbon
group attached to a functional group that serves to break up or prevent packing.
[0048] Foam control can be provided by many compounds including an antifoamant of the polysiloxane
type, for example, silicone oil or polydimethyl siloxane.
[0049] Viscosity modifiers (VM's) function to impart high and low temperature operability
to a lubricating oil. The VM used may have that sole function, or may be multifunctional.
[0050] Multifunctional viscosity modifiers that also function as dispersants are also known.
Suitable viscosity modifiers are polyisobutylene, copolymers of ethylene and propylene
and higher alpha-olefins, polymethacrylates, polyalkylmethacrylates, methacrylate
copolymers, copolymers of an unsaturated dicarboxylic acid and a vinyl compound, inter
polymers of styrene and acrylic esters, and partially hydrogenated copolymers of styrene/isoprene,
styrene/butadiene, and isoprene/butadiene, as well as the partially hydrogenated homopolymers
of butadiene and isoprene and isoprene/divinylbenzene.
[0051] Some of the above-mentioned additives can provide a multiplicity of effects; thus
for example, a single additive may act as a dispersant-oxidation inhibitor.
[0052] It is important to note that addition of the other components noted above must comply
with the limitations set forth herein.
BLENDS
[0053] To make lubricating compositions of the present invention, each additive is typically
blended into the oil of lubricating viscosity, or base oil, in an amount which enables
the additive to provide its desired function. Effective amounts of additives (a) to
(e) have been described above. Representative amounts of other additives, stated as
mass per cent active ingredient, are listed below:
ADDITIVE |
MASS % (Broad) |
MASS % (Preferred) |
Corrosion Inhibitor |
0 - 0.2 |
0 - 0.1 |
Pour Point Depressant |
0.01 - 1 |
0.1 - 0.3 |
Anti-Foaming Agent |
0.0005 - 0.005 |
0.001 - 0.004 |
Supplemental Anti-wear Agents |
0 - 0.5 |
0 - 0.2 |
Viscosity Modifier |
0- 1.5 |
0 - 1.2 |
Mineral or Synthetic Base Oil |
Balance |
Balance |
[0054] The additive components may be incorporated into a base oil in any convenient way.
Thus, each additive can be added directly to the oil by dispersing or dissolving it
in the oil at the desired level of concentration. Such blending may occur at ambient
temperature or at an elevated temperature.
[0055] Preferably, all of the additives except for the viscosity modifier and the pour point
depressant are blended into a concentrate that is subsequently blended into the base
oil to make a finished lubricant. Use of such concentrates , or additives packages,
is conventional. The concentrate will typically be formulated to contain the additive(s)
in proper amounts to provide the desired concentration in the final formulation when
the concentrate is combined with a predetermined amount of base lubricant.
[0056] Preferably the concentrate is made in accordance with the method described in US-A-4,938,880.
That patent describes making a premix of dispersant and metal detergents that is pre-blended
at a temperature of at least about 100°C. Thereafter the pre-mix is cooled to at least
85°C and the additional additives are added.
[0057] The final compositions may employ from 2 to 15, preferably 5 to 10, typically 7 to
8, mass % of the additive package(s), the remainder being base oil.
EXAMPLES
[0058] The invention is further described by way of illustration only by reference to the
following examples. In the examples, unless otherwise stated, all percentages are
reported as mass percent of active ingredient. Several oils were formulated and subjected
to Sequence IIIE, OM364LA and M11 engine tests. Those oils identified by a letter
A suffix are comparison oils and those oils identified by a number 1 suffix are oils
of the invention. In each example:
- The values represent the mass % of the indicated additive in each formulation, the
balance of which comprised base oil, viscosity modifier, anti-foam additive and demulsifier.
- "ZDDP" was zinc dialkyldithiophosphate, the alkyl groups being primary C8 and secondary
C4.
- The dispersant was a Mn 2225 polyisobutenyl succinimide dispersant, used borated to
0.14 mass % B in Examples 1 to 3 and unborated in Example 4.
- indicates absence of component.
[0059] In the examples below:
- *
- provided 0.097 mass % P in the formulation
- **
- provided 0.05 mass % Mg in the formulation
- ***
- provided 0.03 mass % Mg in the formulation
Example 1
[0060]
Additive |
Oil 1-A |
Oil 1-1 |
Dispersant (Borated) |
3.240 |
4.860 |
Neutral Ca Phenate |
0.391 |
0.598 |
Neutral Ca Sulfonate |
0.484 |
- |
Phenol Antioxidant |
0.600 |
0.600 |
ZDDP* |
0.915 |
0.914 |
Overbased Mg Sulfonate** |
0.256 |
0.256 |
Overbased Ca Sulfonate |
0.797 |
0.797 |
[0061] Sequence IIIE data for these two oils are below.
|
Oil 1-A |
Oil 1-1 |
Hours to 375% KV Increase |
68.8 |
76.1 |
KV Increase at 64 hours |
237% |
98% |
|
(API CH-4 fail) |
(API CH-4 pass) |
[0062] "KV Increase" is the increase in kinematic viscosity measured at 40°C, less than
200% constituting a "pass". Oil 1-1 is an oil of the invention. Oil 1-A is for comparison.
The data show the beneficial effect of employing neutral calcium phenate as the sole
neutral detergent. The additional dispersant in Oil 1-1 has no effect on viscosity
increase due to oxidation.
Example 2
[0063]
Additive |
Oil 2-A |
Oil 2-1 |
Dispersant (Borated) |
3.240 |
4.212 |
Neutral Ca Phenate |
0.391 |
0.598 |
Neutral Ca Sulfonate |
0.484 |
- |
Phenol Antioxidant |
0.401 |
0.400 |
ZDDP* |
0.915 |
0.916 |
Overbased Mg Sulfonate** |
0.256 |
0.256 |
Overbased Ca Sulfonate |
0.797 |
0.797 |
[0064] OM364LA data for these oils are below.
|
Oil 2-A |
Oil 2-1 |
Bore Polish, % |
5.6 (Poor) |
0.6 |
Piston Cleanliness, Merits |
50.3 |
47.0 |
Cylinder Wear, Average, Microns |
2.8 |
1.7 |
Engine Sludge Average, Merits |
9.6 |
9.7 |
Oil Consumption, kg. |
16.6 |
11.9 |
[0065] Oil 2-1 is an oil of the invention and shows the advantages attributable to a formulation
which has calcium phenate as the sole neutral detergent. The additional dispersant
in Oil 2-1 does not affect bore polish performance in the OM364LA test.
Example 3
[0066]
Additive |
Oil 3-1 |
Dispersant (Borated) |
4.212 |
Neutral Ca Phenate |
0.598 |
Phenol Antioxidant |
0.321 |
ZDDP* |
0.915 |
Overbased Mg Sulfonate*** |
0.171 |
Overbased Ca Sulfonate |
0.797 |
*** provided 0.03 mass % Mg in the formulation |
[0067] Oil 3-1 contains less Mg than Oil 2-1. The OM364LA data for Oil 3-1 are below tabulated
in comparison with the same data for Oil 2-1 of Example 2. Oil 3-1 shows the improvement
resulting from the lowering of the Mg content in the bore polish value.
|
Oil 3-1 |
Oil 2-1 |
Bore Polish, % |
0.2 |
0.6 |
Piston Cleanliness, Merits |
43.0 |
47.0 |
Cylinder Wear, Average, Microns |
2.0 |
1.7 |
Engine Sludge Average, Merits |
9.7 |
9.7 |
Oil Consumption, kg. |
11.9 |
11.9 |
Example 4
[0068]
Additive |
Oil 4-1 |
Dispersant (Unborated) |
4.290 |
Neutral Ca Phenate |
0.598 |
Phenol Antioxidant |
0.321 |
ZDDP* |
0.915 |
Overbased Mg Sulfonate*** |
0.171 |
Overbased Ca Sulfonate |
0.797 |
[0069] Cummins M11 test data for Oil 4-1 are tabulated below in comparison with data for
Oil 3-1 as used in Example 3. These data show that, despite the absence of boron,
wear control has been retained.
|
Oil 4-1 |
Oil 3-1 |
Oil Filter Delta Pressure, kPa |
54 |
63 |
Crosshead Wear, mg. |
5.0 |
6.0 |
Sludge, Merits |
8.9 |
9.2 |