[0001] This invention concerns a lubricating oil composition suitable for use in a two-stroke
cross-head marine diesel (compression-ignited) engine. The lubricating oil composition
comprises a base oil and a metal detergent additive.
[0002] One type of marine diesel propulsion engine is characterised as a slow speed, two-stroke
engine which is frequently referred to as a cross-head engine because of its construction.
The firing cylinder and crankcase are lubricated separately by cylinder and system
oils respectively. The cylinder oil, sometimes referred to as a marine diesel cylinder
lubricant (MDCL), is fed to the internal walls of the cylinder by injection and, unlike
the system or crankcase oil, is consumed. This invention is concerned with lubrication
of the crankcase, bearings and, gears and valve-train system (if required), or system
lubrication.
[0003] A paper entitled "Cylinder and System Lubricating Oil Qualities and New Engine Development"
made public by MAN B & W, a leading manufacturer of cross-head marine diesel engines,
in November 2000, reports recent developments in the design of such engines as requiring
original equipment manufacturer (OEM's) to improve the efficiency of the oil-cooling
of the pistons. The system oil performs such oil-cooling and is required to control
piston temperatures which tend to rise due to the higher engine loads that are being
imposed.
[0004] Improved cooling-efficiency requires the oil to dispose of more heat thereby placing
new demands on it in terms of oxidation and high temperature deposit control. The
above paper recognises that some commercial system oils fail to meet these demands.
[0005] The present invention ameliorates the above problem by providing the detergency for
system oils by use of a complex detergent rather than non-complex detergents as known
in the art. The examples of this specification show a remarkable and surprising improvement
when using a complex detergent.
[0006] Accordingly, a first aspect of the invention is a lubricating oil composition suitable
for a two-stroke cross-head marine compression ignited (diesel) engine system, the
lubricating oil composition comprising:
(A) a base stock of lubricating viscosity, in a major amount; and
(B) an oil-soluble overbased metal detergent additive, in a minor amount, in the form
of a complex wherein the basic material of the detergent is stabilised by more than
one surfactant.
[0007] A second aspect of the present invention is a method of providing system lubrication
to a two-stroke cross-head marine compression ignited (diesel) engine which comprises
lubricating the crankcase of the engine with the lubricating oil composition as defined
in the first aspect of the invention.
[0008] A third aspect of the present invention is a combination of the crankcase of a two-stroke
cross-head marine compression-ignited (diesel) engine and the lubricating oil composition
as defined in the first aspect of the invention.
[0009] A fourth aspect of the present invention is a method of improving the oxidation control
of a two-stroke cross-head marine compression-ignited (diesel) engine system lubricant
which comprises using, as a detergent in the lubricant, a detergent as defined in
the first aspect of the invention.
[0010] In this specification, the following words and expressions shall have the meanings
ascribed below:
"major amount" - in excess of 50 mass % of the lubricant, preferably in excess of
60 mass %, more preferably in excess of 70 mass %;
"minor amount" - less that 50 mass % of the lubricant, both in respect of the stated
additive and in respect of the total mass % of all the additives present in the lubricant,
reckoned as active ingredient of the additive or additives; preferably less than 40
mass %, more preferably less than 30 mass %;
"active ingredient (a.i.)" refers to additive material that is not diluent;
"comprises or comprising, or cognate words" - specifies the presence of stated features,
steps, integers or components, but does not preclude the presence or addition of one
or more other features, steps, integers, components, or groups thereof;
"TBN" - Total Base Numbers as measured by ASTM D2896;
"oil-soluble or oil-dispersible"- do not necessarily indicate solubility, dissolvability,
miscibility or capability of suppression in oil in all proportions. They do mean,
however, solubility or stable dispersibility sufficient to exert the intended effect
in the environment in which the oil is employed. Moreover, additional incorporation
of other additives may permit incorporation of higher levels of a particular additive,
if desired.
[0011] It will be understood that the various components of the lubricating oil composition,
essential as well as optimal and customary, 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.
[0012] The features of the invention will now be discussed in more detail as follows:
Two-Stroke Cross-Head Marine Diesel Engine
[0013] The engines may, for example, have from 6 to 12 cylinders and their engine speed
may, for example, be in the range of from 40 to 200, preferably 60 to 120, rpm. Their
total output may, for example, be in the range of 18,000 to 70,000 kW.
Lubricating Oil Composition
[0014] The lubricating oil composition may, for example, have a TBN of 2 or greater, preferably,
5 or greater; more preferably in the range of from 2 to 8, preferably 5 to 8. Such
lubricating oil compositions because they are rarely, if ever, changed, need to be
resilient and may be characterised by superior or particular strength against wear,
corrosion, oxidation, and water centrifugation.
[0015] The lubricating oil composition may, for example, have a kinematic viscosity at 100°C
(as measured by ASTM D445) of at least 10, preferably at least 11, more preferably
in the range from 10 to 12. The lubricants are usually SAE30 oils.
(A) Base Stock (Base Oil) of Lubricating Viscosity
[0016] The base stock is an oil of lubricating viscosity (sometimes referred to as base
oil) and may be any oil suitable for the system lubrication of a cross-head engine.
The lubricating oil may suitably be an animal, vegetable or a mineral oil. Suitably
the lubricating oil is a petroleum derived lubricating oil, such as a naphthenic base,
paraffinic base or mixed base oil. Alternatively, the lubricating oil may be a synthetic
lubricating oil. Suitable synthetic lubricating oils include synthetic ester lubricating
oils, which oils include diesters such as di-octyl adipate, di-octyl sebacate and
tri-decyl adipate, or polymeric hydrocarbon lubricating oils, for example, liquid
polyisobutene and poly-alpha olefins. Commonly, a mineral oil is employed. The lubricating
oil may generally comprise greater than 60, typically greater than 70, % by mass of
the lubricating oil composition and typically have a kinematic viscosity at 100°C
of from 2 to 40, for example from 3 to 15, mm
2s
-1, and a viscosity index from 80 to 100, for example from 90 to 95.
[0017] Another class of lubricating oil is hydrocracked oils, where the refining process
further breaks down the middle and heavy distillate fractions in the presence of hydrogen
at high temperatures and moderate pressures. Hydrocracked oils typically have kinematic
viscosity at 100°C of from 2 to 40, for example from 3 to 15, mm
2s
-1 and a viscosity index typically in the range of from 100 to 110, for example from
105 to 108.
[0018] The term 'brightstock' as used herein refers to base oils which are solvent-extracted,
de-asphalted products from vacuum residuum generally having a kinematic viscosity
at 100°C from 28 to 36 mm
2s
-1 and are typically used in a proportion of less that 30, preferably less than 20,
more preferably less than 15, most preferably less than 10, such as less than 5, mass
%, based on the mass of the lubricating oil composition.
(B) Complex Overbased Metal Detergent
[0019] A detergent is an additive that reduces formation of piston deposits, for example,
high-temperature varnish and lacquer deposits, in engines; it has acid-neutralising
properties and is capable of keeping finely divided solids in suspension. It is based
on metal "soaps", that is metal salts of acidic organic compounds, sometimes referred
to as surfactants.
[0020] The detergent comprises a polar head with a long hydrophobic tail, the polar head
comprises a metal salt of the acid in compound. Large amounts of a metal base are
included by reacting an excess of a metal compound, such as an oxide or hydroxide,
with an acidic gas such as carbon dioxide to give an overbased detergent which comprises
neutralised detergent as the outer layer of a metal detergent which comprises neutralised
detergent as the outer layer of a metal base (e.g. carbonate) micelle. The overbased
detergents of this invention may have a TBN in the range of 100 to 500, preferably
150 to 400.
[0021] As stated, the detergent is in the form of a complex wherein the basic material is
stabilised by more than one surfactant. Thus, complexes are distinguished from mixtures
of two or more separate overbased detergents, an example of such a mixture being one
of an overbased salicylate detergent with an overbased phenate detergent.
[0022] The art describes examples of overbased complex detergents. For example, International
Patent Application Publication Nos 97/46643/4/5/6 and 7 describe hybrid complexes
made by neutralising a mixture of more than one acidic organic compound with a basic
metal compound, and then overbasing. Individual basic micelles of the detergent are
thus stabilised by a plurality of surfactants.
[0023] EP-A-0 750 659 describes a calcium salicylate phenate complex made by carboxylating
a calcium phenate and then sulfurising and overbasing the mixture of calcium salicylate
and calcium phenate. Such complexes may be referred to as "phenalates"
[0024] The metal may be an alkali or alkaline earth metal, e.g., sodium, potassium, lithium,
calcium, and magnesium. Calcium is preferred.
[0025] Surfactants that may be used include organic carboxylates, such as salicylates, non-sulfurised
or sulfurised; sulfonates; phenates, non-sulfurised or sulfurised; thiophosphonates;
and naphthenates. For example, the surfactants may be salicylate and phenate.
[0026] The overbased complex detergent is preferably prepared by treating with an overbasing
agent a mixture comprising (a), (b) and (c), wherein (a) is selected from (a1), (a2),
(a3) and (a4):
(a1) at least two surfactants, at least one of which is a sulphurized or non-sulphurized
phenol or a derivative thereof, and the other is other than a phenol surfactant;
(a2) at least two surfactants, at least one of which is a sulphurized or non-sulphurized
salicylic acid or a derivative thereof, and the other is other than a salicylic surfactant;
(a3) at least three surfactants, at least one of which is a sulphurized or non-sulphurized
phenol or derivative thereof, at least one of which is a sulphurized or non-sulphurized
salicylic acid or a derivative thereof, and at least one of which is other than a
phenol or salicylic surfactant;
(a4) at least three surfactants, at least one of which is a sulphurized or non-sulphurized
phenol or derivative thereof, at least one of which is a sulphurized or non-sulphurized
salicylic acid or derivative thereof, and at least one of which is a sulphonic acid
or derivative thereof;
(b) at least one basic calcium compound; and
(c) oil,
treatment with the overbasing agent being carried out in at least one step, preferably
at least two steps, at less than 100°C, preferably at a temperature between 25 and
50°C. The process is preferably such that:
when the starting materials include (a1), the proportion, measured as described in
WO 97/46643, of the phenol in the surfactant system of the overbased detergent is
at least 45 mass %, and the overbased detergent has a TBN:% surfactant ratio (as defined
in WO 97/46643) of at least 14, advantageously at least 15, especially at least 19,
provided that, when said ratio is less than 15, the said proportion of phenol is at
least 60 mass %, and when the ratio is less than 19 and the proportion of phenol is
less than 60 mass %, the overbased detergent has a viscosity at 100°C of at most 1000
mm2/s;
when the starting materials include (a2), the proportion, measured as described in
WO 97/46643, of the salicylic acid in the surfactant system of the overbased detergent
is at least 25 mass %, and the overbased detergent has a TBN:% surfactant ratio (as
defined in WO 97/46643) of at least 16;
when the starting materials include (a3), the proportion, as measured in WO 97/46643,
of the said phenol in the surfactant system of the overbased detergent is at least
35 mass %, and the overbased detergent has a TBN:% of surfactant ratio (as defined
in WO 97/46643) of at least 11, preferably at least 12; and
when the starting materials include (a4), the overbased detergent has a TBN of at
least 300.
[0027] Suitable overbasing agents are carbon dioxide, a source of boron, for example boric
acid, sulphur dioxide, hydrogen sulphide and ammonia. The most preferred overbasing
agent is carbon dioxide and, for convenience, the treatment with overbasing agent
will in general be referred to as 'carbonation'. Preferably carbonation is carried
out at atmospheric pressure.
[0028] Advantageously, at least one carbonation step is followed by a 'heat-soaking' step
in which the mixture is maintained, without addition of any further chemical reagents,
in a selected temperature range for a period before any further processing steps are
carried out. Preferably, heat-soaking is carried out for at least 60 minutes. Preferably
the heat-soaking is carried out at a temperature between 26 and 60°C (the temperature
should be such that substantially no materials are removed from the system during
the heat-soaking). Heat-soaking has the effect of assisting product stabilization,
dissolution of solids and filtrability.
[0029] Preferably the overbased complex detergent is prepared using two carbonation steps,
each one of which is followed by a heat-soaking step.
[0030] Basic calcium compounds include calcium oxide, hydroxide, alkoxides and carboxylates.
Calcium oxide and calcium hydroxide are preferred.
[0031] Suitable solvents include aromatic solvents such as benzene, alkylsubstituted benzenes
such as toluene or xylene, halogen-substituted benzenes and lower alcohols.
[0032] Suitable promoters for the process include methanol, toluene and water. If desired,
low molecular weight carboxylic acids (with 1 to 7 carbon atoms), for example formic
acid, inorganic halides or ammonium compounds may be used to facilitate carbonation,
to improve filterability or as viscosity agents for overbased detergents.
[0033] The overbased complex detergents preferably have a TBN of at least 300, preferably
at least 330, preferably at least 350, more preferably at least 400 and especially
at least 450.
[0034] Surfactants for the surfactant system of the overbased complex metal detergent may
contain at least one hydrocarbyl group, for example, as a substituent on an aromatic
ring. The term "hydrocarbyl" as used herein means that the group concerned is primarily
composed of hydrogen and carbon atoms and is bonded to the remainder of the molecule
via a carbon atom, but does not exclude the presence of other atoms or groups in a
proportion insufficient to detract from the substantially hydrocarbon characteristics
of the group. Advantageously, hydrocarbyl groups in surfactants for use in accordance
with the invention are aliphatic groups, preferably alkyl or alkylene groups, especially
alkyl groups, which may be linear or branched. The total number of carbon atoms in
the surfactants should be at least sufficient to impact the desired oil-solubility.
[0035] The complex detergent may be used in a proportion in the range of 0.1 to 30, preferably
2 to 15 or to 20, mass % based on the mass of the lubricating oil composition.
[0036] Other additives, such as known in the art, may be incorporated into the lubricating
oil compositions of the invention. They may, for example, include other overbased
metal detergents that are not complex detergents, for example alkaline earth metal
(eg Ca or Mg) phenates or salicylates; ashless dispersants; anti-wear agents; anti-oxidants;
pour point depressants; anti-foamants; and/or demulsifiers.
[0037] It may be desirable, although not essential, to prepare one or more additive packages
or concentrates comprising the additive or additives, whereby the additives can be
added simultaneously to the oil of lubricating viscosity (or base oil) to form the
lubricant. Dissolution of the additive package(s) into the lubricating oil may be
facilitated by solvents and by mixing accompanied with mild heating, but this is not
essential. The additive package(s) will typically be formulated to contain the additive(s)
in proper amounts to provide the desired concentration, and/or to carry out the intended
function in the final formulation when the additive package(s) is/are combined with
a predetermined amount of base lubricant. Thus, additives may be admixed with small
amounts of base oil or other compatible solvents together with other desirable additives
to form additive packages containing active ingredients in an amount, based on the
additive package, of, for example, from 2.5 to 90, preferably from 5 to 75, most preferably
from 8 to 60, mass % of additives in the appropriate proportions, the remainder being
base oil.
[0038] The final formulations may typically contain about 2 to 40, such as 2 to 20, mass
% of the additive packages(s), the remainder being base oil.
Examples
[0039] The following examples illustrate, but in no way limit, the invention.
Components
[0040] The components used in the examples were as follows
(A) Basestock
[0041] A conventional mineral oil basestock of lubricating viscosity.
(B) Complex Metal Detergent
[0042] A calcium phenate/salicylate/sulfonate hybrid complex having a TBN of 350 made by
overbasing a mixture of a salicylic acid, a phenol and a sulfonic acid and a basic
calcium compound, eg as described in International Patent Application Publication
Nos 9746643/4/5/6 and 7.
Other Detergents
[0043] C1 - a calcium phenate having a TBN of 258.
[0044] C2 - a calcium phenate having a TBN of 135.
[0045] C3 - a calcium sulfonate having a TBN of 300.
[0046] C4 - a calcium salicylate having a TBN of 168.
[0047] C5 - a calcium salicylate having a TBN of 280.
Lubricating Oil Compositions, Tests and Results
[0048] Lubricating oil compositions, as two-stroke cross-head marine diesel engine system
lubricants, were prepared by admixing with a base stock (A) one or more of the detergents
B and C1 to C5. Also admixed were one or more of ashless dispersants, anti-wear agents,
anti-oxidants, anti-foamants, antirust agents and demulsifiers.
[0049] The admixing was carried out at elevated temperature:
four lubricants were prepared for testing, of which three (Lubricant 1, 2 and 3) were
lubricants of the invention and the other (Reference Lubricant 1) was for comparison.
Also obtained for testing was a commercially available marine diesel system lubricant
(Reference Lubricant 2) and which contained additive components identified in these
examples.
[0050] Each lubricant was tested for oxidation control according to the widely recognised
Caterpillar Micro-Oxidation Test (CMOT) which was originally published by Zeria and
Moore ("Evaluation of Diesel Engine Lubricants by Micro-Oxidation", SAE 890239). In
summary, the test procedure is as follows:
[0051] A steel coupon with the same metallurgy as a piston of a Caterpillar 3600 engine
is held at 230ºC. A drop of test lubricating oil composition (20 mg) is placed on
the coupon for a fixed period of time (eg 70 to 220 minutes). Deposits are determined
by weighing at various residence times and per cent deposits is plotted against time.
The plot is an S-shaped curve, the break of which is extrapolated back to zero per
cent deposits to give the CMOT induction time, in minutes.
[0052] The results are expressed as an induction time, in minutes, wherein a higher induction
time indicates a better performance. Caterpillar recognises a lubricating oil composition
as 'good' when its induction time in the above test exceeds 90 minutes.
[0053] The results obtained and identification of the test lubricating oil compositions
are summarised in the table below where the presence of an above-identified detergent
is indicated by a tick and the indicated TBN of each test lubricant is according to
ASTM D 2896.

[0054] Lubricant 1 contains an aminic anti-oxidant whereas Lubricants 2 and 3 lack such
an anti-oxidant. Lubricants 1 and 2 contain a nonylphenol sulfide additive whereas
Lubricant 3 lacks such an additive. Reference Lubricants 1 and 2 lack both aminic
anti-oxidants and nonylphenol sulfide additives. Thus, the best comparison is between
Lubricant 3 and Reference Lubricant 2 which have comparable TBN's and contain the
same components except for the detergency provision.
[0055] The above results show, in all cases, the superiority of the lubricants of the invention,
which contained a complex detergent, over the comparison lubricants, which contained
a non-complex detergent. In particular, Lubricant 3 is superior to Reference Lubricant
2.
1. A lubricating oil composition for a two-stroke cross-head marine compression ignited
(diesel) engine, comprising, or made by admixing:
(A) a base stock of lubricating viscosity, in a major amount; and
(B) an oil-soluble overbased metal detergent additive, in a minor amount, in the form
of a complex wherein the basic material of the detergent is stabilised by more than
one surfactant.
2. The lubricant as claimed in claim 1, wherein in (B) at least one of the surfactants
is a salicylate.
3. The lubricant as claimed in claim 2, wherein in (B) another of the surfactants is
a phenate.
4. The lubricant as claimed in any one of claims 1 to 3, wherein the metal detergent
is a calcium detergent.
5. The lubricant as claimed in any one of claims 1 to 4, wherein the metal detergent
(B) is a hybrid complex made by neutralising a mixture of more than one acidic organic
compound, and then overbasing.
6. The lubricant as claimed in any one of claims 1 to 4, wherein the metal detergent
(B) is a calcium salicylate/phenate complex made by carboxylating a calcium phenate
and then sulfurising and overbasing the mixture of calcium salicylate and calcium
phenate.
7. The lubricant as claimed in any one of claims 1 to 4, wherein the metal detergent
(B) is a calcium salicylate/phenate/sulfonate complex.
8. The lubricant as claimed in any one of claims 1 to 7, further comprising, or made
by admixing, in minor amounts, one or more other overbased metal detergents; ashless
dispersants; anti-wear agents; and anti-oxidants.
9. A method of providing system lubrication to a two-stroke cross-head marine compression
ignited (diesel) engine, which comprises lubricating the crankcase of the engine with
a lubricant as defined in any one of claims 1 to 8.
10. A combination of the crankcase of a two-stroke cross-head marine compression-ignited
(diesel) engine and a lubricating oil composition as defined in any one of claims
1 to 8.
11. A method of improving the oxidation control of a two-stroke cross-head marine compression-ignited
(diesel) engine system lubricant, which comprises using, as a detergent in the lubricant,
a detergent as defined in any of claims 1 to 8.
12. An additive package or concentrate comprising, in base oil, from 2.5 to 90 mass %
of (B) an oil-soluble overbased metal detergent additive in the form of a complex
wherein the basic material of the detergent is stabilised by more than one surfactant.