[0001] The present invention concerns lubricating oil compositions for lubricating the crankcase
of engines, particularly compression-ignited engines, such as heavy duty diesel engines,
for example, engines found in road trucks.
[0002] Lubrication of the crankcase of internal combustion engines is necessary to maintain
the performance and expected life-time of the engine, for example by keeping the engine
as clean as possible.
[0003] The heavy duty trucking market employs the diesel engine as its preferred power source
due to its excellent longevity, and specialised lubricants have been developed to
meet the more stringent performance requirements of such heavy duty diesel engines
than passenger car engines.
[0004] It has been found that viscous lubricating oil compositions tend to provide better
engine cleanliness than less viscous lubricating oil compositions: this is particularly
evident in the OM441LA engine test, where piston cleanliness is assessed on two grooves
on the piston.
[0005] A potential means of improving the cleanliness effect of oil compositions is to include
detergent additives, such as calcium or magnesium sulfonate and phenate, which are
believed to improve engine cleanliness. However, regulations aimed at reducing environmental
pollution caused by exhaust gas components, such as particulates and nitrogen oxides
(NO
x), are driving lubricating oil compositions to lower sulfated ash, and therefore,
to a reduced amount of detergents. This is because metal-containing additives, such
as metal detergents, zinc compounds and molybdenum compounds, contribute to the amount
of sulfated ash.
[0006] It has been surprisingly found that satisfactory piston cleanliness can be achieved
for lubricating oil compositions that are less viscous and contain a reduced amount
of detergent additives.
[0007] Accordingly, in a first aspect, the present invention provides a heavy duty diesel
engine lubricating oil composition comprising, or made by admixing:
(A) a major amount of an oil of lubricating viscosity comprising at least 35 mass
% of a Group III basestock, based on the mass of the oil of lubricating viscosity,
that contains at most 0.03 mass % of sulfur, based on the mass of said basestock,
and that has a viscosity index of 120 or greater and has greater than or equal to
90 mass % saturates, based on the mass of said basestock; and
(B) a minor amount of an additive composition comprising :
(i) a detergent composition; and
(ii) one or more other additives;
wherein the oil composition has a cold cranking simulated viscosity, measured according
to ASTM D2602, of less than 7000 mPa.s at -25°C and a sulfated ash, measured according
to ASTM D874, of less than 1.35 mass %, based on the mass of the oil composition.
[0008] In a second aspect, the present invention provides a method of lubricating a heavy
duty diesel engine, which engine has a total displacement of at least 6.5 litres and
a displacement per cylinder of at least 1.0 litre per cylinder, which method comprises
supplying to the engine a lubricating oil composition as defined in the first aspect.
[0009] In a third aspect, the present invention provides a combination of a heavy duty diesel
engine, which engine has a total displacement of at least 6.5 litres and a displacement
per cylinder of at least 1.0 litre per cylinder and a lubricating oil composition
as defined in the first aspect.
[0010] In a fourth aspect, the present invention provides the use of an oil of lubricating
viscosity comprising at least 35 mass % of a Group III basestock, based on the mass
of the oil of lubricating viscosity, that contains at most 0.03 mass % of sulfur,
based on the mass of said basestock, and that has a viscosity index of 120 or greater
and has greater than or equal to 90 mass % saturates, based on the mass of said basestock,
in a lubricating oil composition for improving the piston cleanliness of an engine.
[0011] In a fifth aspect, the present invention provides a method of improving the piston
cleanliness of an engine, particularly in the OM441LA test, by adding to the engine
a lubricating oil composition as defined in the first aspect.
[0012] In a sixth aspect, the present invention provides a heavy duty diesel engine lubricating
oil composition giving at least 25 piston cleanliness merit points and not greater
than 4 % boost pressure loss in the OM441LA engine test, according to the CEC-L-52-T-97
procedure, which oil composition comprises, or is made by admixing:
(A) a major amount of an oil of lubricating viscosity; and
(B) a minor amount of an additive composition comprising :
(i) a detergent composition; and
(ii) one or more other additives;
wherein the oil composition has a cold cranking simulated viscosity, measured according
to ASTM D2602, of less than 7000 mPa.s at -25°C and a sulfated ash, measured according
to ASTM D874, of less than 1.35 mass %, based on the mass of the oil composition.
[0013] In this specification:
"Major amount" means in excess of 50 mass % of the composition.
"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, reckoned as active ingredient of the additive or additives.
"Comprises or comprising" or cognate words are taken to specify the presence of stated
features, steps, integers, or components, but do not preclude the presence or addition
of one or more other features, steps, integers, components or groups thereof. In the
instance the term "comprising" or comprises" is used herein, the term "consisting
essentially of" and its cognate are within its scope and are a preferred embodiment
of it, and consequently the term "consisting of" and its cognate are within the scope
of "consisting essentially of" and are a preferred embodiment of it.
"TBN" is Total Base Number as measured by ASTM D2896.
"Oil-soluble" or "oil-dispersible" does not necessarily indicate that the additives
are soluble, dissolvable, miscible or capable of being suspended in the oil of lubricating
viscosity, in all proportions. They do mean, however, that they are, for example,
soluble or stably dispersible in the oil to an extent sufficient to exert their intended
effect in the environment in which the oil is employed. Moreover, the additional incorporation
of other additives may also permit incorporation of higher levels of a particular
additive, if desired.
"ppm" means parts per million, expressed by mass based on the mass of the lubricating
oil composition.
[0014] The abbreviation SAE stands for Society of Automotive Engineers.
[0015] All percentages reported are mass % on an active ingredient basis,
i.e., without regard to carrier or diluent oil, unless otherwise stated.
[0016] It should be noted that the lubricating oil compositions of this invention comprise
defined individual,
i.e. separate, components that may or may not remain the same chemically before and after
mixing. Thus, it will be understood that various components of the composition, essential
as well as optional 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.
[0017] Also, it should be noted that when the specification refers to a lubricating oil
composition having a defined amount of sulfated ash, this means that the oil composition
gives the defined amount of sulfated ash under ASTM D874.
[0018] The features of the present invention will now be discussed in more detail.
HEAVY DUTY DIESEL ENGINES
[0019] Heavy duty diesel engines according to the present invention are preferably used
in land-based vehicles, more preferably large road vehicles, such as large trucks.
The road vehicles typically have a weight greater than 12 tonnes. The engines used
in such vehicles tend to have a total displacement of at least 6.5, preferably at
least 8, more preferably at least 10, such as at least 15, litres; engines having
a total displacement of 12 to 20 litres are preferred. Generally, engines having a
total displacement greater than 24 litres are not considered land-based vehicles.
The engines according to the present invention also have a displacement per cylinder
of at least 1.0 or at least 1.5, such as at least 1.75, preferably at least 2, litres
per cylinder. Generally, heavy duty diesel engines in road vehicles have a displacement
per cylinder of at most 3.5, such as at most 3.0; preferably at most 2.5, litres per
cylinder. The term "heavy duty" in relation to internal combustion engines is known
in the art: see ASTM D4485 at §3.17 where heavy duty engine operation is characterised
by average speeds, power outputs and internal temperatures that are generally close
to potential maximums; therefore, a heavy duty diesel engine is considered to operate
generally under such conditions.
[0020] As used herein, the terms 'total displacement' and 'displacement per cylinder' are
known to those skilled in the art of internal combustion engines (see "Diesel Engine
Reference Book", edited by B. Challen and R. Baranescu, second edition, 1999, published
by SAE International). Briefly, the term "displacement' corresponds to the volume
of the cylinder in the engine as determined by the piston movement and consequently
the "total displacement" is the total volume dependent on the number of cylinders;
and the term 'displacement per cylinder' is the ratio of the total displacement to
the number of cylinders in the engine.
LUBRICATING OIL COMPOSITION
[0021] The present invention particularly concerns multigrade lubricating oil compositions
(also known as multigrade lubricants) that tend to be less viscous. The SAE J300 classification
defines the lubricants according to their viscometric properties, such as their maximum
low temperature cranking and pumping viscosities and maximum and minimum kinematic
viscosities at 100 °C.
[0022] Preferably, the lubricating oil compositions, in each aspect of the present invention,
have a low temperature cranking viscosity or cold cranking simulated viscosity, independently
of the amount of sulfated ash, as measured by ASTM D2602, of less than 6000 mPa.s
at -30 °C, more preferably less than 6200 mPa.s at -35 °C.
[0023] Preferably, the lubricating oil compositions, in each aspect of the present invention,
have a sulfated ash, independently of the cold cranking simulated viscosity, as measured
by ASTM D874, of less than 1.25 or 1.15, more preferably less than any of 1.05, 1.00,
and 0.95, such as less than 0.90, especially less than 0.85, advantageously less than
0.75, mass %, based on the mass of the oil composition. The sulfated ash can be in
the range from 0 to 0.5 mass %.
[0024] In a preferred embodiment, the amount of sulfated ash, as defined above, is derived
from metal-containing additives only, more preferably the sulfated ash is derived
from metal detergents only, such as a calcium detergent and/or a magnesium detergent.
[0025] Preferably, the lubricating oil compositions, in each aspect of the present invention,
have a TBN of less than 11.2 or 10.5 or 9.8, preferably less than any one of 9.2,
8.8 and 8.5, especially less than 7.8, advantageously less than 7. 1. The TBN can
be in the range from 2.1 to 5.5.
[0026] Preferably, the lubricating oil compositions, in each aspect of the present invention,
have a metal content, whether transition metal or alkaline earth metal or alkali metal,
of less than 4800 or 4400 or 4000, more preferably less than any of 3700, 3500 and
3300, especially less than 3000, advantageously less than 2600, ppm. The metal content
can be in the in the range from 0 to 1800 ppm.
[0027] Test methods for measuring metal content are well known to those skilled in the art.
[0028] In an embodiment of each aspect of the present invention, lubricating oil compositions
of the present invention have a maximum kinematic viscosity at 100 °C, independently
of the cold cranking simulated viscosity and the amount of sulfated ash, of less than
21.9 mm
2s; preferably less than 16.3 mm2s; such as less than 12.5 mm
2s; especially less than 9.3 mm
2s. The kinematic viscosity at 100 °C can be, for example, in the range of 16.3 to
less than 21.9; preferably in the range of 12.5 to less than 16.3; more preferably
in the range of 9.3 to less than 12.5; such as in the range of 5.6 to less than 9.3.
[0029] Accordingly, the lubricating oil compositions of the present invention are multigrade
oil compositions having a viscosmetric grade of an SAE 10W-X or an SAE 5W-X or 0W-X,
where X represents any one of 20, 30, 40 and 50, preferably X is 20 or 30 or 40, more
preferably X represents 40.
[0030] The American Petroleum Institute (API), Association des Constructeur Europeén d'Autombile
(ACEA) and Japanese Standards Organisation (JASO) specify the performance level required
for lubricating oil compositions. Also there are performance specifications known
as Global, which contain tests and performance levels from the ACEA, API and JASO
specifications.
[0031] Thus, a heavy duty lubricating oil composition of the present invention preferably
satisfies at least the performance requirements of heavy duty diesel engine lubricants,
such as at least the API CG-4; preferably at least the API CH-4; especially at least
the API Cl-4. In another embodiment, the lubricating oil composition of the invention,
independently of meeting the API performance requirements, preferably satisfies, in
particular relating to piston cleanliness, at least the ACEA E2-96; more preferably
at least the ACEA E3-96; advantageously at least the ACEA E5-99; and especially at
least ACEA E4-99. In a further embodiment, the lubricating oil composition of the
invention, independently of meeting the API and ACEA performance requirements, preferably
satisfies the JASO DH-1 or Global DHD-1.
Oil of Lubricating Viscosity
[0032] The oil of lubricating viscosity is the major liquid constituent of a lubricating
oil composition. The oil of lubricating viscosity includes (a) oil added to a concentrate
or additive package, and (b) any oil present in a concentrate or additive package.
[0033] The oil of lubricating viscosity or lubricating oil can be a synthetic or mineral
oil of lubricating viscosity selected from the group consisting of Group I, II, III,
IV and V basestocks, and a mixture containing any two or more thereof.
[0034] Basestocks may be made using a variety of different processes including but not limited
to distillation, solvent refining, hydrogen processing, oligomerization, esterification,
and rerefining.
[0035] API 1509 "Engine Oil Licensing and Certification System" Fourteenth Edition, December
1996 states that all basestocks are divided into five general categories:
Group I basestocks contain less than 90% saturates and/or greater than 0.03% sulfur
and have a viscosity index greater than or equal to 80 and less than 120;
Group II basestocks contain greater than or equal to 90% saturates and less than or
equal to 0.03% sulfur and have a viscosity index greater than or equal to 80 and less
than 120;
Group III basestocks contain greater than or equal to 90% saturates and less than
or equal or 0.03% sulfur and have a viscosity index greater than or equal to 120;
Group IV basestocks are polyalphaolefins (PAO); and
Group V basestocks include all other basestocks not included in Group I, II, III or
IV.
[0036] The test methods used in defining the above groups are ASTM D2007 for saturates;
ASTM D2270 for viscosity index; and one of ASTM D2622, 4294, 4927 and 3120 for sulfur.
[0037] Group IV basestocks,
i.e. polyalphaolefins (PAO), include hydrogenated oligomers of an alpha-olefin, the most
important methods of oligomerization being free radical processes, Ziegler catalysis,
cationic and Friedel-Crafts catalysis.
[0038] Group V basestocks in the form of esters are preferred and are also commercially
available. Examples include polyol esters such as pentaerythritol esters, trimethylolpropane
esters and neopentylglycol esters; diesters; C
36 dimer acid esters; trimellitate esters,
i.e. 1, 2, 4-benzene tricarboxylates; and pthalate esters,
i.e. 1,2 - benzene dicarboxylates. The acids from which the esters are made are preferably
monocarboxylic acids of the formula RCO
2H where R represents a branched, linear or mixed alkyl group. Such acids may, for
example, contain 6 to 18 carbon atoms
[0039] The oil of lubricating viscosity of the first aspect, and preferably of the sixth
aspect, comprises at least 35 mass % of a Group III basestock, based on the mass of
the oil of lubricating viscosity, that contains at most 0.03 mass % of sulfur, based
on the mass of said basestock, and that has a viscosity index of 120 or greater and
has greater than or equal to 90 mass % saturates, based on the mass of said basestock.
[0040] Preferably, the oil of lubricating viscosity comprises said basestock in an amount
of at least 40, more preferably at least 45, such as at least 50, especially in the
range of 55 to 95, advantageously from 65 to 90, for example 70 to 80 or 85, mass
%, based on the mass of the oil of lubricating viscosity. For the avoidance of doubt,
the oil of lubricating viscosity includes the basestock that arise from the provision
of additive components in the oil composition.
[0041] In a preferred embodiment, the defined proportion of said basestock is that added
to the concentrate or additive package.
[0042] In the instance the oil of lubricating viscosity comprises a mixture of basestock
Groups, it is preferred that a Group I basestock and a Group III basestock are present.
[0043] In a preferred embodiment, the oil of lubricating viscosity consists essentially
of a Group III basestock and one or more of a Group IV basestock and a Group V basestock
in the form of an ester, and optionally a minor amount of those basestocks that arise
from the provision of additive components in the oil composition.
Additive Composition
[0044] In each aspect of the present invention, an additive composition comprises a detergent
composition and one or more other additives, which may include other metal-containing
additives, such as zinc dithiophosphates.
[0045] A detergent composition contains a detergent. 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 organic
acids, also known as surfactants herein.
[0046] A detergent comprises a polar head,
e.g. the metal salt of the organic acid, with a long hydrophobic tail for oil solubility.
Therefore, the organic acids typically have one or more functional groups, such as
OH or COOH or SO
3H; and a hydrocarbyl substituent.
[0047] Examples of organic acids include sulfonic acids; phenols, salicylic acids and sulfurised
derivatives thereof; and carboxylic acids.
[0048] The detergents of the present invention can comprise metal salts of an organic acid
and particles of basic inorganic salts (
e.g. calcium carbonate particles).
[0049] Thus, each or the metal detergent in the detergent composition may be neutral or
overbased, such terms are understood by those skilled in the art.
[0050] A detergent composition comprising one or more metal salts of organic acids may be
present, for example, a mixture of metal sulfonate and metal phenate.
[0051] The detergents of the present invention may be salts of one type of organic acid
or salts of more than one type of organic acids, for example hybrid complex detergents.
Preferably, they are salts of one type of organic acid.
[0052] A hybrid complex detergent is where the basic material within the detergent is stabilised
by more than one type of organic acid. It will be appreciated by one skilled in the
art that a single type of organic acid may contain a mixture of organic acids of the
same type. For example, a sulfonic acid may contain a mixture of sulfonic acids of
varying molecular weights. Such an organic acid composition is considered as one type.
Thus, complex detergents are distinguished from mixtures of two or more separate overbased
detergents, an example of such a mixture being one of an overbased calcium salicylate
detergent with an overbased calcium phenate detergent.
[0053] 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 the mixture. Individual basic micelles of the
detergent are thus stabilised by a plurality of organic acid types. Examples of hybrid
complex detergents include calcium phenate-salicylate-sulfonate detergent, calcium
phenate-sulfonate detergent and calcium phenate-salicylate detergent.
[0054] 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"
[0055] Preferred complex detergents are salicylate-based detergents, for example, a calcium
phenate-salicylate-sulfonate detergent and "phenalates".
[0056] A detergent, whether a complex or not, can have a Total Base Number (TBN) in the
range of 15 or 60 to 600, preferably 100 to 450, more preferably 160 to 400.
[0057] For the avoidance of doubt, the detergent composition may also comprise ashless detergents,
i.e. non-metal containing detergents.
[0058] Preferably the detergent composition comprises at least one overbased metal detergent.
[0059] Group 1 and Group 2 metals are preferred as metals in the detergents; more preferably
calcium and magnesium, especially preferred is calcium.
[0060] Preferably, the amount of alkaline earth metal in the lubricating oil composition,
in each aspect of the invention, is less than 3200, or 3000 or 2800, more preferably
less than any of 2500, 2400 and 2300, especially less than 2000, advantageously less
than 1800, ppm. The alkaline earth metal content can be in the range from 0 to 1200
ppm.
[0061] Preferably, the detergent composition is present in the oil composition, in each
aspect of the invention, in an amount, based on surfactant content, of at most 50,
preferably at most 30, especially at most 20, millimoles of surfactant per kilogram
of the oil composition (mmol/kg). In an embodiment, the amount of detergent composition,
based on surfactant content, in the oil composition is 10 to 15 mmol/kg.
[0062] Means for determining the amount of surfactant are known to those skilled in the
art. For example, a skilled person can calculate the amounts in the final lubricating
oil composition from information concerning the amount of raw materials (e.g., organic
acids) used to make the detergent(s) and from information concerning the amount of
detergent(s) used in the final oil composition. Analytical methods (e.g., dialysis,
metal analysis, CO2 analyis, potentiometric titration and chromatography) can also
be used to determine the amounts of surfactant.
[0063] It will be appreciated by a skilled person in the art that the methods to determine
the amount of metal salts of organic acids (also known as surfactants) are at best
approximations and that differing methods will not always give exactly the same result;
they are, however, sufficiently precise to allow the practice of the present invention.
Co-additives
[0064] Other additives may also be present in the oil composition of the present invention.
[0065] Co-additives suitable in the present invention include viscosity index improvers,
corrosion inhibitors, oxidation inhibitors or antioxidants, dispersants, rust inhibitors
or rust prevention agents, anti-wear agents, pour point depressants, demulsifiers,
and anti-foaming agents.
[0066] Viscosity index improvers (or viscosity modifiers) impart high and low temperature
operability to a lubricating oil and permit it to remain shear stable at elevated
temperatures and also exhibit acceptable viscosity or fluidity at low temperatures.
Suitable compounds for use as viscosity modifiers are generally high molecular weight
hydrocarbon polymers, including polyesters, such as polymethacrylates; poly(ethylene-co-propylene)
polymers and closely related modifications (so called olefin copolymers); hydrogenated
poly(styrene-co-butadiene or-isoprene) polymers and modifications; and esterified
poly(styrene-co-maleic anhydride) polymers . Oil-soluble viscosity modifying polymers
generally have number average molecular weights of at least 15,000 to 1,000,000, preferably
20,000 to 600,000, as determined by gel permeation chromatography or light scattering
methods. The disclosure in Chapter 5 of "Chemistry & Technology of Lubricants", edited
by R.M. Mortier and S.T. Orzulik, First edition, 1992, Blackie Academic & Professional,
is incorporated herein.
[0067] Corrosion inhibitors reduce the degradation of metallic parts contacted by the lubricating
oil composition. Thiadiazoles, for example those disclosed in US-A-2 719 125, 2 719
126 and 3 087 932 are examples of corrosion inhibitors for lubricating oils.
[0068] Oxidation inhibitors, or antioxidants, reduce the tendency of mineral oils to deteriorate
in service, evidence of such deterioration being, for example, the production of varnish-like
deposits on metal surfaces and of sludge, and viscosity increase. Suitable oxidation
inhibitors include sulfurized alkyl phenols and alkali or alkaline earth metal salts
thereof; hindered phenols; diphenylamines; phenyl-naphthylamines; and phosphosulfurized
or sulfurized hydrocarbons.
[0069] Other oxidation inhibitors or antioxidants which may be used in lubricating oil compositions
include oil-soluble copper compounds. The copper may be blended into the oil as any
suitable oil-soluble copper compound. By oil-soluble it is meant that the compound
is oil-soluble under normal blending conditions in the oil or additive package. The
copper may, for example, be in the form of a copper dihydrocarbyl thio- or dithio-phosphate.
Alternatively, the copper may be added as the copper salt of a synthetic or natural
carboxylic acid, for example, a C
8 to C
18 fatty acid, an unsaturated acid, or a branched carboxylic acid. Also useful are oil-soluble
copper dithiocarbamates, sulfonates, phenates, and acetylacetonates. Examples of particularly
useful copper compounds are basic, neutral or acidic copper Cu
l and/or Cu
ll salts derived from alkenyl succinic acids or anhydrides.
[0070] Copper antioxidants will generally be employed in an amount of from about 5 to 500
ppm by weight of the copper, in the final lubricating composition.
[0071] Dispersants maintain oil-insoluble substances, resulting from oxidation during use,
in suspension in the fluid, thus preventing sludge flocculation and precipitation
or deposition on metal parts. So-called ashless dispersants are organic materials
which form substantially no ash on combustion, in contrast to metal-containing (and
thus ash-forming) detergents. Borated metal-free dispersants are also regarded herein
as ashless dispersants. Suitable dispersants include, for example, derivatives of
long chain hydrocarbyl-substituted carboxylic acids, in which the hydrocarbyl group
has a number average molecular weight tends of less than 15,000, such as less than
5000; examples of such derivatives being derivatives of high molecular weight hydrocarbyl-substituted
succinic acid. Such hydrocarbyl-substituted carboxylic acids may be reacted with,
for example, a nitrogen-containing compound, advantageously a polyalkylene polyamine,
or with an alcohol. Particularly preferred dispersants are the reaction products of
polyalkylene amines with alkenyl succinic anhydrides. Examples of specifications disclosing
dispersants of the last-mentioned type are US-A-3 202 678, 3 154 560, 3 172 892, 3
024 195, 3 024 237, 3 219 666, 3 216 936 and BE-A-662 875.
[0072] Heavy duty diesel engine lubricating oil compositions tend to have a higher amount
of nitrogen, preferably derived from a dispersant, than passenger car engine oil compositions
because more oil-insoluble substances, such as soot, are formed in heavy duty diesel
engines. Accordingly, the nitrogen content, is preferably at least 0.06, more preferably
at least 0.08, such as at least 0.10, especially at least 0.12, mass %, based on the
mass of the oil composition. The amount of nitrogen, preferably derived from the dispersant,
tends not to be more than 0.2 mass %. The amount of nitrogen is measured according
to ASTM D4629.
[0073] Alternatively or in addition, dispersancy may be provided by polymeric compounds
capable of providing viscosity index improving properties and dispersancy, such compounds
are known as a multifunctional viscosity index improvers. Such polymers differ from
conventional viscosity index improvers in that they provide performance properties,
such as dispersancy and/or antioxidancy, in addition to viscosity index improvement.
[0074] Dispersant olefin copolymers and dispersant polymethacrylates are examples of multifunctional
viscosity index improvers. Multifunctional viscosity index improvers are prepared
by chemically attaching various functional moieties, for example amines, alcohols
and amides, onto polymers, which polymers preferably tend to have a number average
molecular weight of at least 15,000, such in the range from 20,000 to 600,000, as
determined by gel permeation chromatography or light scattering methods. The polymers
used may be those described above with respect to viscosity modifiers. Therefore,
amine molecules may be incorporated to impart dispersancy and/or antioxidancy characteristics,
whereas phenolic molecules may be incorporated to improve antioxidant properties.
A specific example, therefore, is an inter-polymer of ethylene-propylene post grafted
with an active monomer such as maleic anhydride and then derivatized with, for example,
an alcohol or amine.
[0075] EP-A-24146 and EP-A-0 854 904 describe examples of dispersants and dispersant viscosity
index improvers, which are accordingly incorporated herein.
[0076] Rust inhibitors selected from the group consisting of nonionic polyoxyalkylene polyols
and esters thereof, polyoxyalkylene phenols, and anionic alkyl sulfonic acids may
be used.
[0077] Antiwear agents, as their name implies, reduce wear of metal parts. Zinc dihydrocarbyl
dithiophosphates (ZDDPs) are very widely used as antiwear agents. Examples of ZDDPs
for use in oil-based compositions are those of the formula Zn[SP(S)(OR
1)(OR
2)]
2 wherein R
1 and R
2 contain from 1 to 18, and preferably 2 to 12, carbon atoms.
[0078] Sulfur- and molybdenum-containing compounds are also examples of anti-wear additives.
Also suitable are ashless phosphorus- and sulfur-containing compounds.
[0079] 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. Foam control may be provided by an antifoamant of the polysiloxane type, for
example, silicone oil or polydimethyl siloxane.
[0080] A small amount of a demulsifying component may be used. A preferred demulsifying
component is described in EP-A-0 330 522. It is obtained by reacting an alkylene oxide
with an adduct obtained by reacting a bis-epoxide with polyhydric alcohol.
[0081] Some of the above-mentioned additives may provide a multiplicity of effects; thus
for example, a single additive may act as a dispersant-oxidation inhibitor. This approach
is well known and need not be further elaborated herein.
[0082] Preferably an anti-wear additive, such a metal dihydrocarbyldithiophosphate, for
example, zinc dihydrocarbyldithiophosphate, is present in the lubricating oil compositions
of the present invention.
[0083] When lubricating compositions contain one or more of the above-mentioned additives,
including the detergents, each additive is typically blended into the base oil in
an amount which enables the additive to provide its desired function. Representative
effective amounts of such additives, when used in lubricants, are as follows:
Additive |
Mass % a.i.* (Broad) |
Mass % a.i.* (Preferred) |
Viscosity Modifier |
0.01-6 |
0.01-4 |
Corrosion Inhibitor |
0.01-5 |
0.01-1.5 |
Oxidation Inhibitor |
0.01-5 |
0.01-1.5 |
Friction Reducer |
0.01-5 |
0.01-1.5 |
Dispersant |
0.1-20 |
0.1-8 |
Dispersant Viscosity Modifier |
0.01 -5 |
0.05-5 |
Detergent |
0.01-6 |
0.01-3 |
Anti-wear Agent |
0.01-6 |
0.01-4 |
Pour Point Depressant |
0.01-5 |
0.01-1.5 |
Rust Inhibitor |
0.001-0.5 |
0.01-0.2 |
Anti-Foaming Agent |
0.001-0.3 |
0.001-0.15 |
Demulsifier |
0.001-0.5 |
0.01-0.2 |
* Mass % active ingredient based on the final lubricating oil composition. |
[0084] The additives may be incorporated into an oil of lubricating viscosity (also known
as 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. Typically
an additive is available as an admixture with a base oil so that the handling thereof
is easier.
[0085] When a plurality of additives are employed it may be desirable, although not essential,
to prepare one or more additive packages (also known as additive compositions or concentrates)
comprising additives and a diluent, which can be a base oil, whereby the additives,
with the exception of viscosity modifiers, multifuntional viscosity modifiers and
pour point depressants, can be added simultaneously to the base oil to form the lubricating
oil composition. Dissolution of the additive package(s) into the oil of lubricating
viscosity may be facilitated by diluent or 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
in the final formulation when the additive package(s) is/are combined with a predetermined
amount of oil of lubricating viscosity. Thus, one or more detergents may be added
to small amounts of base oil or other compatible solvents (such as a carrier oil or
diluent oil) together with other desirable additives to form additive packages containing
from 2.5 to 90, preferably from 5 to 75, most preferably from 8 to 60, mass %, based
on the mass of the additive package, of additives on an active ingredient basis in
the appropriate proportions. The final formulations may typically contain 5 to 40
mass % of the additive package(s), the remainder being oil of lubricating viscosity.
[0086] The amount of additives in the final lubricating oil composition is generally dependent
on the type of the oil composition, for example, a heavy duty diesel engine lubricating
oil composition has 2 to 20, preferably 5 to 18, more preferably 7 to 16, such as
8 to 14, mass % of additives, based on the mass of the oil composition.
[0087] Thus, a method of preparing the oil composition according to the present invention
can involve admixing an oil of lubricating viscosity and one or more additives or
an additive package that comprises one or more of the additives.
[0088] A means of increasing the power output of an engine, particularly a compression-ignited
engine, is to include a turbocharger in its assembly. The turbo-charger enables more
fuel to be burnt per given cylinder size by pressurising the intake air so that more
air is charged to the cylinder.
[0089] Turbo-chargers are typically powered by the gas expelled through the exhaust, and
this can lead to a loss of efficiency of the turbo-charger during the life-time of
the engine because species contained in the exhaust gas deposit within the turbo-charger.
It has been also discovered that lubricating oil compositions of the present invention
can minimise the loss of efficiency of a turbo-charger. A method of determining the
loss of efficiency is, for example, the OM441LA test, where a boost pressure loss,
as a percent, is given: the higher the boost pressure loss the greater the loss of
efficiency.
Examples
[0090] Lubricating oil compositions, identified herein as Examples A to D and Examples 1
to 4, were blended by methods known in the art at comparable TBN from oils of lubricating
viscosity and additive concentrates. Examples A to D are comparative and Examples
1 to 4 are of the invention. Table 1 shows details of the oil of lubricating viscosity
used and the physical properties of the resulting oil compositions. Comparative Example
A was blended to a SAE 15W40 viscometric grade, whereas comparative Examples B to
D and Examples 1 to 4 were blended to an SAE 10W40 viscometric grade.
[0091] Comparative Examples A to D and Examples 1 to 4 were tested for piston cleanliness
and boost pressure loss in the OM441LA test, according to the CEC-L-52-T-97 procedure.
The results are also given in Table 1.
[0092] Table 1 shows that Example A, a SAE 15W40 lubricating oil composition, provided better
piston cleanliness and boost pressure loss than Example B, an oil composition containing
the same additives as those in Example A but blended to a SAE 10W40 viscometric grade.
[0093] Further, the results in Table 1 show that the piston cleanliness and boost pressure
loss are improved as the proportion of Group III basestock is increased in an SAE
10W40 oil composition (see Example B through to Example 4).
[0094] ACEA E5-99 performance specification sets a passing limit of at least 25 merits points
for piston cleanliness and at most 4 % for boost pressure loss. Accordingly, at least
about 35 mass % of a Group III basestock in an oil of lubricating viscosity may be
required to meet the limits set by ACEA E5-99 in respect of the piston cleanliness
and boost pressure loss.
