[0001] The present invention relates to a lubricating composition comprising a base oil
and one or more additives for particular use as (but not limited to) a transmission
fluid.
[0002] Transmission fluids are well known in the art and are used in for example an automatic
transmission (ATF), a manual transmission (MTF), a dual clutch transmission (DCT),
a continuously variable transmission (CVT), transfer cases (TC), axles, hydraulic
and power steering systems in the automotive industry. Transmission fluids may also
be used for lubrication, power transfer and other purposes in various industrial applications.
[0003] Typically, transmission fluids contain a base oil (usually consisting of a mixture
of base oils), a Viscosity Index (VI) improver (such as a thickener) and a performance
additive package containing one or more performance additives for providing protection
against e.g. oxidation, rust, corrosion, wear, (micro-)pitting, scuffing, foaming
etc. as well as for improving properties such as contamination handling, rheological
properties, smell and colour.
[0004] As for example disclosed in
EP-A-1 553 158, the VI improver may be a polyisoalkylene component having a relatively high molecular
weight, or an alternative thickening agent such as olefin copolymers, polyalkylmethacrylates
and styrene-maleic esters. As is shown in the Examples of
EP-A-1 553 158 (see the table in paragraph [0084]), the use of 6.5 to 8.0 wt.% VI improver results
in an increase in kinematic viscosity (at 100°C) from 4.01 cSt to 5.2 cSt or above.
[0005] A disadvantage of the use of the above or other VI-improvers (or thickeners) is that
the use of these components leads to a reduced shear stability of the fluid, i.e.
a permanent viscosity decrease of the fluid during operation. A reduced shear stability
is also observed for those VI improvers that are added to the composition as a pour
point depressant. Examples of the latter VI improvers include (but are not limited
to) polyalkylmethacrylates.
[0006] However, it is problematic to formulate transmission fluids with mineral base oils
without the use of a substantial amount of VI improvers in order to meet stringent
demands on kinematic viscosity (at e.g. 100°C) in combination with stringent demands
on Brookfield Viscosity (at e.g. -40°C). As an example, the reference fluids without
VI improver as disclosed in the above-mentioned
EP-A-1 553 158 ("Baseline 1" and "Baseline 1A") show a kinematic viscosity at 100°C of 4.01 cSt
and a Brookfield viscosity at -40°C of 17,000.
[0007] In this respect it is noted that the person skilled in the art would perceive the
value for the Brookfield viscosity at -40°C of 17,000 mPas to be unfavourably high
for e.g. a modern automatic transmission fluid, a modern dual wet clutch fluid, a
modern CVT fluid or a modern transfer case fluid.
[0008] It is an object of the present invention to minimize the above or other problems.
[0009] It is another object of the present invention to provide alternative lubricating
compositions, in particular for use as transmission fluids which meet stringent conditions
of kinematic viscosity (at elevated temperatures) and Brookfield Viscosity (at cold
temperatures).
[0010] One or more of the above or other objects can be obtained by the present invention
by providing a lubricating composition comprising a base oil and one or more additives,
wherein the base oil comprises a Fischer-Tropsch derived base oil and wherein the
lubricating composition has:
- a kinematic viscosity at 100°C (according to ASTM D 445) of at least 3.6 cSt;
- a Brookfield Viscosity at -40°C (according to DIN 51398) of less than 10,000 mPas;
and
wherein the composition comprises less than 1.0 wt.% of a VI improver, based on the
total weight of the composition.
[0011] An important advantage of the present invention is that - in addition to improved
shear stability properties - desirable fuel economy properties can be obtained. The
latter is a result of the relatively low kinematic viscosity (in the range from 40°C
to 100°C) of the lubricating composition according to the present invention.
[0012] A further advantage of the present invention is that it is possible to formulate
such lubricating composition without the need to use Group IV base oils (PAOs; poly-alpha
olefin base oils); a disadvantage of using such PAOs is the high cost of manufacture
thereof and the relatively high CO
2 footprint of PAOs.
[0013] There are no particular limitations regarding the base oil used in lubricating composition
according to the present invention (provided that the base oil comprises at least
a Fischer-Tropsch derived base oil and provided that the requirements in respect of
the lubricant composition according to the present invention are met), and various
conventional mineral oils, synthetic oils as well as naturally derived esters such
as vegetable oils may be conveniently used.
[0014] The base oil used in the present invention may - in addition to the Fischer-Tropsch
derived base oil - conveniently comprise mixtures of one or more mineral oils and/or
one or more synthetic oils; thus, according to the present invention, the term "base
oil" may refer to a mixture containing more than one base oil, including at least
one Fischer-Tropsch derived base oil. Mineral oils include liquid petroleum oils and
solvent-treated or acid-treated mineral lubricating oil of the paraffinic, naphthenic,
or mixed paraffinic/naphthenic type which may be further refined by hydrofinishing
processes and/or dewaxing.
[0015] Suitable base oils for use in the lubricating oil composition of the present invention
are Group I-III mineral base oils, Group IV poly-alpha olefins (PAOs), Group I-III
Fischer-Tropsch derived base oils and mixtures thereof. Preferably the base oil (or
base oil mixture if more than one base oil is used) meets the requirements (in particular
with respect to VI, sulphur content and content of saturated hydrocarbons) of a Group
II or Group III base oil, preferably of a Group III base oil.
[0016] By "Group I", "Group II", "Group III" and "Group IV" base oils in the present invention
are meant lubricating oil base oils according to the definitions of American Petroleum
Institute (API) for category I, II, III and IV. These API categories are defined in
API Publication 1509, 15th Edition, Appendix E, April 2002.
[0017] Fischer-Tropsch derived base oils are known in the art. By the term "Fischer-Tropsch
derived" is meant that a base oil is, or is derived from, a synthesis product of a
Fischer-Tropsch process. A Fischer-Tropsch derived base oil may also be referred to
as a GTL (Gas-To-Liquids) base oil. Suitable Fischer-Tropsch derived base oils that
may be conveniently used as the base oil in the lubricating composition of the present
invention are those as for example disclosed in
EP 0 776 959,
EP 0 668 342,
WO 97/21788,
WO 00/15736,
WO 00/14188,
WO 00/14187,
WO 00/14183,
WO 00/14179,
WO 00/08115,
WO 99/41332,
EP 1 029 029,
WO 01/18156 and
WO 01/57166.
[0018] Synthetic oils include hydrocarbon oils such as olefin oligomers (including polyalphaolefin
base oils; PAOs), dibasic acid esters, polyol esters, polyalkylene glycols (PAGs),
alkyl naphthalenes and dewaxed waxy isomerates. Synthetic hydrocarbon base oils sold
by the Shell Group under the designation "Shell XHVI" (trade mark) may be conveniently
used.
[0019] Poly-alpha olefin base oils (PAOs) and their manufacture are well known in the art.
Preferred poly-alpha olefin base oils that may be used in the lubricating compositions
of the present invention may be derived from linear C
2 to C
32, preferably C
6 to C
16, alpha olefins. Particularly preferred feedstocks for said poly-alpha olefins are
1-octene, 1-decene, 1-dodecene and 1-tetradecene.
[0020] There is a strong preference for using a Fischer-Tropsch derived base oil over a
PAO base oil, in view of the high cost of manufacture of the PAOs. Thus, preferably,
the base oil contains more than 50 wt.%, preferably more than 60 wt.%, more preferably
more than 70 wt.%, even more preferably more than 80 wt.%. most preferably more than
90 wt.% Fischer-Tropsch derived base oil. In an especially preferred embodiment not
more than 5 wet.%, preferably not more than 2 wt.%, of the base oil is not a Fischer-Tropsch
derived base oil. It is even more preferred that 100 wt% of the base oil is based
on one or more Fischer-Tropsch derived base oils.
[0021] According to an especially preferred embodiment according to the present invention
the composition comprises less than 20 wt.% of a Group IV base oil, preferably less
than 10, more preferably less than 5, even more preferably less than 3, especially
preferred less than 2, even more preferred less than 1 and most preferred 0 wt.% of
a Group IV base oil.
[0022] The total amount of base oil incorporated in the lubricating composition of the present
invention is preferably present in an amount in the range of from 60 to 99.5 wt.%,
more preferably in an amount in the range of from 65 to 98 wt.% and most preferably
in an amount in the range of from 70 to 96 wt.%, with respect to the total weight
of the lubricating composition.
[0023] According to the present invention the base oil preferably has a kinematic viscosity
at 100°C of at least 3.0 cSt (according to ASTM D445), preferably at least 4.0 cSt.
Typically, the base oil has a kinematic viscosity at 100°C below 10.0, preferably
below 8.5, more preferably below 7.0 cSt, or even below 5.5 cSt. In the event the
base oil contains a blend of two or more base oils, it is preferred that the total
contribution of the base oil to this kinematic viscosity is as indicated (preferably
at least 3.0 cSt and typically below 10,0 cSt, etc.).
[0024] As mentioned above, the composition according to the present invention meets certain
specific requirements for the kinematic viscosity at 100°C and the Brookfield Viscosity
at -40°C.
[0025] Typically, the kinematic viscosity at 100°C (according to ASTM D 445) of the composition
is between 3.6 and 6.0 cSt, more typically below 5.5 cSt. Preferably, the kinematic
viscosity at 100°C of the composition is at least 3.7, preferably at least 3.9, more
preferably at least 4.1, even more preferably at least 4.2, most preferably at least
4.5 cSt.
[0026] Typically, the Brookfield Viscosity at -40°C of the composition is between 2000 and
10,000 mPas and more typically above 4000 mPas. Preferably, the Brookfield Viscosity
at -40°C of the composition is below 9000 mPas, preferably below 8000 mPas, more preferably
below 7000 mPas, even more preferably below 6000 mPas.
[0027] The lubricating composition according to the present invention comprises less than
1.0 wt.% of a VI (Viscosity Index) improver, based on the total weight of the composition.
The person skilled in the art readily understands what is meant by the term "VI improver".
[0028] More specifically, the lubricating composition according to the present invention
comprises less than 1.0 wt.% of a VI (Viscosity Index) improver having a molecular
weight of at least 300 average molecular weight (as determined by Gel Permeation Chromatography,
in particular according to DIN 55672-1) and is selected from the group consisting
of a polyisoalkylene component olefin copolymers, polyalkylmethacrylates, styrene-maleic
esters and a combination thereof. The person skilled in the art readily understands
what is meant by such VI improvers; in this respect it is noted that some VI improvers
such as polyalkylmethacrylates also may have an effect on dispercancy. For a specific
description of examples of these VI improvers, reference is made to
EP-A-1 583 158, the teaching of which is hereby incorporated by reference.
[0029] Preferably, the VI improver has an average molecular weight of above 1000, more preferably
above 2500, even more preferably above 5000.
[0030] According to a preferred embodiment of the present invention, the composition comprises
less than 0.5 wt.%, preferably less than 0.1 wt.%, more preferably less than 0.05
wt.% of a VI improver, based on the total weight of the composition, most preferably
no VI improver at all.
[0031] Furthermore it is preferred that the composition comprises less than 0.3 wt.%, preferably
less than 0.1 wt.% of a pour point depressant, based on the total weight of the composition,
more preferably no pour point depressant at all.
[0032] According to an especially preferred embodiment of the lubricating composition according
to the present invention, the composition has a shear loss of less than 5%, preferably
less than 2%, more preferably less than 1%, most preferably less than 0.5% as evaluated
in a 20 hours KRL test according to CEC-L-45-A-99. The CEC L-45-A-99 measures the
viscosity shear stability of transmission lubricants (on a Taper Roller Bearing Rig,
which is also referred to with the German abbreviation "KLR").
[0033] The lubricating composition according to the present invention further comprises
one or more additives such as anti-oxidants, anti-wear additives, (preferably ashless)
dispersants, detergents, extreme-pressure additives, friction modifiers, metal deactivators,
corrosion inhibitors, demulsifiers, anti-foam agents, seal compatibility agents and
additive diluent base oils, etc.
[0035] The lubricating compositions of the present invention may be conveniently prepared
by admixing the one or more additives with the base oil(s).
[0036] The above-mentioned additives are typically present in an amount in the range of
from 0.01 to 35.0 wt.%, based on the total weight of the lubricating composition,
preferably in an amount in the range of from 0.05 to 25.0 wt.%, more preferably from
1.0 to 20.0 wt.%, based on the total weight of the lubricating composition.
[0037] In another aspect, the present invention provides the use of a lubricating composition
according to the present invention, in particular as a transmission fluid, in order
to improve one or more of shear stability (in particular according to CEC-L-45-A-99)
and fuel economy. A favourable shear stability results in a limited shear loss (decrease
in the kinematic viscosity at 100°C (determined by ASTM D445). Typically, the shear
loss for the compositions according to the present invention will be less than 5%,
preferably less than 2%, more preferably less than 1.5%, even more preferably less
than 1% or even less than 0.5%. Most preferably, no shear loss will be measured within
the reproducibility of the viscosity measurement by ASTM D445.
[0038] The present invention is described below with reference to the following Examples,
which are not intended to limit the scope of the present invention in any way.
Examples
Lubricating Oil Compositions
[0039] Various transmission fluids for possible use in an automatic transmission, a dual
clutch transmission, a transfer case, a power-steering system, a hydraulic system,
etc., were formulated.
[0040] Tables 1 and 2 indicate the compositions and properties of the fully formulated transmission
fluid formulations (Examples 1-5 and Comparative Examples 1-13) that were tested;
the amounts of the components are given in wt.%, based on the total weight of the
fully formulated formulations.
[0041] All tested transmission fluid formulations contained a combination of a base oil
(or base oil mixture), an additive package (which additive package was the same in
all tested compositions) and an anti-foam agent. Comparative Examples 12 and 13 also
contained a VI improver.
[0042] The "Additive package" was a special performance package for transmission fluids
and contained a combination of performance additives including a friction modifier,
an anti-oxidant, an anti-rust agent, an anti-wear agent, a dispersant, and a detergent.
[0043] "VI improver 1" and "VI improver 2" were conventional VI improvers, commercially
available from e.g. Evonik RohMax Additives GmbH (Darmstadt, Germany) (under the trade
designation "Viscoplex 12-410" and "Viscoplex 0-050", respectively).
[0044] "Base oil 1" was a Fischer-Tropsch derived base oil ("GTL 4") having a kinematic
viscosity at 100°C (ASTM D445) of approx. 4 cSt (1 cSt corresponds to 1 mm
2s
-1).
[0045] "Base oil 2" was a Fischer-Tropsch derived base oil ("GTL 5") having a kinematic
viscosity at 100°C (ASTM D445) of approx. 5 cSt.
[0046] These GTL 4 and GTL 5 base oils meet Group III requirements and may be conveniently
manufactured by or similar to the process described in e.g.
WO-A-02/070631, the teaching of which is hereby incorporated by reference.
[0047] "Base oil 3" and "Base oil 4" were commercially available Group II base oils. Base
oils 3 and 4 are commercially available from e.g. Neste Oil B.V (Beringen, Belgium)
(under the trade designation "Nexbase 3020", and "Nexbase 3030", respectively).
[0048] "Base oil 5" was a commercially available Group III base oil. Base oil 5 is commercially
available from e.g. Neste Oil B.V (Beringen, Belgium) (under the trade designation
"Nexbase 3043").
[0049] "Base oil 6" and "Base oil 7" were commercially available Group II base oils. Base
oils 6 and 7 are commercially available from e.g. SK Energy (Ulsan, South Korea) (under
the trade designation "Yubase 3", and "Yubase 3L", respectively).
[0050] "Base oil 8" was a commercially available Group III base oil. Base oil 8 is commercially
available from e.g. SK Energy (Ulsan, South Korea) (under the trade designation "Yubase
4").
[0051] "Base oil 9" was a commercially available Group II base oil. Base oil 9 is commercially
available from e.g. S-Oil Corporation (Onsan, South Korea) (under the trade designation
"S-Oil Ultra 3").
[0052] "Base oil 10" was a commercially available Group III base oil. Base oil 10 is commercially
available from e.g. S-Oil Corporation (Onsan, South Korea) (under the trade designation
"S-Oil Ultra 4").
[0053] "Base oil 11" and "Base oil 12" were commercially available Group III base oils.
Base oil 11 is commercially available from e.g. Petro-Canada (Canada) (under the trade
designation "VHVI4"), and Base oil 12 is commercially available from e.g. Shell (under
the trade designation "XHVI4.0").
[0054] The compositions of Examples 1-5 and Comparative Examples 1-13 were obtained by mixing
the base oils with the additive package using conventional lubricant blending procedures.
Table 1
Component [wt.%] |
|
Examples 1 |
Example 2 |
Example 3 |
Example 4 |
Example 5 |
Base oil 1 (Group III, GTL) |
|
93.1 |
70.1 |
73.6 |
53.6 |
68.1 |
Base oil 2 (Group III, GTL) |
|
- |
23.0 |
19.5 |
39.5 |
- |
Base oil 4 (Group II) |
|
- |
- |
- |
- |
25.0 |
Additive package 1 |
|
6.85 |
6.85 |
6.85 |
6.85 |
6.85 |
VI improver |
|
- |
- |
- |
- |
- |
Anti-foam agent |
|
Remainder |
Remainder |
Remainder |
Remainder |
Remainder |
|
TOTAL |
100 |
100 |
100 |
100 |
100 |
|
Kinematic Viscosity at 40°C1 [cSt] V [cSt] |
|
18.79 |
20.84 |
20.51 |
22.53 |
17.30 |
Kinematic viscosity at 100°C1 [cSt] |
|
4.25 |
4.56 |
4.51 |
4.83 |
3.98 |
Brookfield viscosity at -40°C2 [mPas] |
|
5290 |
5289 |
6630 |
7495 |
5970 |
I3 |
|
134 |
137 |
136 |
141 |
129 |
Kinematic viscosity at 100°C4 of base oil |
|
3.85 |
4.17 |
4.12 |
4.43 |
3.62 |
Shear Loss5 [%] |
|
n.d. |
-0.2 |
n.d. |
-0.3 |
n.d. |
1According to ASTM D 445
2According to DIN 51398
3According to ASTM D2270
4According to ASTM D 445, determined for base oil or base oil mixture
5According to CEC-L-45-A-99, after 20 hours KRL test for viscosity at 100°C.
n.d. = not determined |

Discussion
[0055] As can be learned from Table 1, it has been surprisingly found according to the present
invention that it is possible to formulate a transmission fluid which does not contain
a VI improver (and/or a pour point depressant) but still meets the stringent conditions
of a kinematic viscosity at 100°C of at least 3.6 cSt and a Brookfield Viscosity at
-40°C of less than 10,000 mPas.
[0056] As can be seen from Table 2, none of the Comparative Examples 1-11 - which contained
the same additive package as the formulation of Examples 1-5 but instead of a Fischer-Tropsch
derived base oil mineral Group II and/or Group III base oils - met the above severe
requirements without the use of a VI improver (or a VI improver that is added for
the purpose of a pour point depressant).
[0057] Comparative Examples 12 and 13, to which a VI improver was added, met the above requirements
of kinematic viscosity at 100°C and Brookfield Viscosity at -40°C, but resulted in
an undesired level of shear loss. To the contrary, as can be seen from Table 1, Example
2 and Example 4 show a very good shear stability; no shear loss was found at all.
Although no shear loss data was generated for Examples 1, 3 and 5, similar good values
are expected.
[0058] Thus, as the compositions according to the present invention do not need the presence
- or at least a substantial lower amount - of a VI improver, the shear stability of
the composition is improved. In applications where the fluid is pumped, this improved
shear stability reduces or even eliminates the need to overcompensate shear losses
by higher capacity pumps, consequently reducing costs and weight what eventually contributes
to fuel economy.
[0059] Also, in view of the low kinematic viscosity and low Brookfield viscosity of the
compositions according to the present invention, desirable fuel economy properties
can be obtained with respect to start-up and pumping at low temperatures as well as
operating conditions at elevated temperatures.
[0060] The above indicates that the compositions according to the present invention exhibit
not only improved shear stability properties, but at the same time desirable fuel
economy properties, especially when compared with a similar lubricating composition
using a Group II and/or Group III mineral oil.
[0061] Also it was found that the compositions according to the present invention resulted
in desirable flashpoint properties (according to DIN ISO 2592) and Noack volatility
values (according to CEC-L-40-93B).
1. A lubricating composition comprising a base oil and one or more additives, wherein
the base oil comprises a Fischer-Tropsch derived base oil and wherein the lubricating
composition has:
- a kinematic viscosity at 100°C (according to ASTM D 445) of at least 3.6 cSt;
- a Brookfield Viscosity at -40°C (according to DIN 51398) of less than 10,000 mPas;
and
wherein the composition comprises less than 1.0 wt.% of a VI improver, based on the
total weight of the composition.
2. Lubricating composition according to claim 1, wherein the base oil meets the requirements
of a Group II or Group III base oil, preferably of a Group III base oil.
3. Lubricating composition according to claim 1 or 2, wherein the VI improver has a molecular
weight of at least 300 average molecular weight (as determined by Gel Permeation Chromatography,
in particular according to DIN 55672-1) and is selected from the group consisting
of a polyisoalkylene component olefin copolymers, polyalkylmethacrylates, styrene-maleic
esters and a combination thereof.
4. Lubricating composition according to any one of claims 1 to 3, wherein the composition
has a kinematic viscosity at 100°C (according to ASTM D 445) of at least 3.7, preferably
at least 3.9, more preferably at least 4.1, even more preferably at least 4.2, most
preferably at least 4.5 cSt.
5. Lubricating composition according to any one of claims 1 to 4, wherein the composition
has a Brookfield Viscosity at -40°C of below 9000 mPas, preferably below 8000 mPas,
more preferably below 7000 mPas, even more preferably below 6000 mPas.
6. Lubricating composition according to any one of claims 1 to 5, wherein the base oil
has a kinematic viscosity at 100°C (according to ASTM D 445) of at least 3.0 cSt,
more preferably at least 3.5, more preferably at least 4.0 cSt.
7. Lubricating composition according any one of claims 1 to 6, wherein the composition
comprises less than 0.5 wt.%, preferably less than 0.1 wt.%, more preferably less
than 0.05 wt.% of a VI improver, based on the total weight of the composition, most
preferably no VI improver at all.
8. Lubricating composition according any one of claims 1 to 7, wherein the composition
comprises less than 0.3 wt.%, preferably less than 0.1 of a pour point depressant,
based on the total weight of the composition, more preferably no pour point depressant
at all.
9. Lubricating composition according any one of claims 1 to 8, wherein the base oil contains
more than 50 wt.%, preferably more than 60 wt.%, more preferably more than 70 wt.%,
even more preferably more than 80 wt.%, most preferably more than 90 wt.% Fischer-Tropsch
derived base oil.
10. Lubricating composition according any one of claims 1 to 9, wherein the composition
comprises less than 20 wt.% of a Group IV base oil, preferably less than 10, more
preferably less than 5, even more preferably less than 3, especially preferred less
than 2, even more preferred less than 1 and most preferred 0 wt.% of a Group IV base
oil.
11. Lubricating composition according to any one of claims 1 to 10, wherein the composition
has a shear loss of less than 5%, preferably less than 2%, more preferably less than
1.0%, most preferably less than 0.5%, as evaluated in a 20 hours KRL test according
to CEC-L-45-A-99.
12. Use of a lubricating composition according to any one of claims 1 to 11, in particular
as a transmission fluid, in order to improve one or more of shear stability (in particular
according to CEC-L-45-A-99) and fuel economy properties.