TECHNICAL FIELD
The present invention relates to novel gear oil formulations containing specific
combinations of viscosity index improvers and having excellent low and high temperature
rheology as well as high axle efficiencies and low axle sump temperatures.
BACKGROUND INFORMATION
The primary function of a gear lubricant is to provide a high degree of reliability and
durability in the service life of gear equipment. Gear lubricants may also contribute to
improving the fuel economy of vehicles by improving the axle efficiency. See, for example,
O'Connor et al., The Relationship Between Laboratory Axle Efficiency and Vehicle Fuel
Consumption (SAE Paper No. 811206).
In the paper by O'Connor et al., entitled Axle Efficiency - Response to Synthetic
Lubricant Components (SAE Paper No. 821181), the authors state that "[i]nvestigations with
both partial- and full-synthetic base formulations have shown improvements compared to
conventional petroleum base gear oils. Maximum benefits are gained with total synthetic base
type formulations." The O'Connor paper fails to teach the advantages obtained by the petroleum
based gear oil formulations of the present invention.
U.S. Patent No. 4,370,247 discloses a semi-synthetic gear and axle oil composition
comprising (a) 5 to 50 mass % of a conventional gear/axle grade mineral oil; (b) 5 to 30 mass %
of a polyoxyalkylene glycol; and (c) 25 to 60 mass % of at least one di-C8 to C12 alkyl ester of a
dicarboxylic acid. The '247 patent fails to teach or reasonably suggest the petroleum based gear
oil formulations of the present invention.
EP 790294 A2 discloses lubricating compositions comprising from about 5 to about 30%
by weight of at least one polymer having a Mw less than 10,000 and from about 2 to about 12%
by weight of a polymer having a Mw greater than about 15,000. The '294 reference does not
teach the use of high viscosity polyalphaolefins in combination with olefin copolymers or the
improvements obtained in axle efficiency and reduced axle temperatures obtained by using such
a combination.
SUMMARY OF THE INVENTION
The present invention is directed to a gear oil composition comprising:
(A) a mineral oil; (B) at least one member selected from the group consisting of vinyl aromatic-diene
copolymers, olefin copolymers and mixtures thereof; (C) at least one polyalphaolefin having a kinematic viscosity of at least 40 cSt at
100°C; and (D) a gear additive package.
The gear oil formulations of the present invention exhibit excellent low and high
temperature rheology as well as higher axle efficiencies and lower axle sump temperatures
compared to mineral oil-based gear formulations containing other viscosity index improvers.
DETAILED DESCRIPTION OF THE INVENTION
The present invention is directed to a gear oil composition comprising:
(A) from about 40 to about 70 weight percent (wt. %), based on the total weight of the
gear oil composition, of a mineral oil; (B) from about 2 to about 20 wt. %, based on the total weight of the gear oil
composition, of at least one member selected from the group consisting of vinyl
aromatic-diene copolymers, olefin copolymers and mixtures thereof; (C) from about 2 to about 20 wt. %, based on the total weight of the gear oil
composition, of at least one polyalphaolefin having a kinematic viscosity of at
least 40 cSt at 100 °C; and (D) from 3 to 20 wt. %, based on the total weight of the gear oil composition, of a
gear additive package;
wherein the fully formulated gear oil composition has a Viscosity Index of greater than 140.
The mineral oil (A) of the present invention may be any mineral oil. In a preferred
embodiment, the mineral oil is a hydrotreated, hydrocracked and/or iso-dewaxed mineral oil
having a Viscosity Index of greater than 80, preferably greater than 90; greater than 90 volume
% saturates and less than 0.03 wt. % sulfur.
The American Petroleum Institute has categorized basestock types as follows: Group I,
>0.03 wt. % sulfur, and/or <90 vol% saturates, viscosity index between 80 and 120; Group II, ≤
0.03 wt. % sulfur, and ≥ 90 vol% saturates, viscosity index between 80 and 120; and Group III, ≤
0.03 wt. % sulfur, and ≥ 90 vol% saturates, viscosity index > 120. Group II and Group III
basestocks are particularly suitable for use in the present invention, and are typically prepared from
conventional feedstocks using a severe hydrogenation step to reduce the aromatic, sulfur and
nitrogen content, followed by dewaxing, hydrofinishing, extraction and/or distillation steps to
produce the finished base oil. Group II and III basestocks differ from conventional solvent refined
Group I basestocks in that their sulfur, nitrogen and aromatic contents are very low. As a result,
these base oils are compositionally very different from conventional solvent refined basestocks.
Blends of Group I, Group II and/or Group III base oils may also be used as Component A of this
invention.
There is no limitation as to the chemical composition of the various basestocks used. For
example, the proportions of aromatics. paraffinics, and naphthenics in the various Group I, Group
II and Group III oils can vary substantially. This composition is generally determined by the
degree of refining and the source of the crude used to produce the oil.
Component (B) of the present invention comprises at least one member selected from the
group consisting of vinyl aromatic-diene copolymers, olefin copolymers and mixtures thereof.
The vinyl aromatic-diene copolymers particularly suitable for the present invention
include hydrogenated diene/vinyl aromatic diblock and triblock copolymers. These copolymers
are typically prepared from, first, a vinyl aromatic monomer. The aromatic portion of this
monomer can comprise a single aromatic ring or a fused or multiple aromatic ring. Examples of
fused or multiple aromatic ring materials include vinyl substituted naphthalenes, anthracenes,
phenanthrenes and biphenyls. The aromatic comonomer may also contain one or more
heteroatoms in the aromatic ring, provided that the comonomer substantially retains its aromatic
properties and does not otherwise interfere with the properties of the polymer. Suitable
heteroaromatic materials include vinyl-substituted thiophene, 2-vinylpyridine, 4-vinylpyridine,
N-vinylcarbazole and N-vinyloxazole. Preferably, the monomers are styrenes such as styrene,
alpha-methyl styrene, ortho-methyl styrene, meta-methyl styrene and para-methyl styrene. Most
preferably, the vinyl aromatic monomer is styrene. The vinyl group in the vinyl aromatic
monomer is preferably an unsubstituted vinyl (e.g., CH2=CH-) group, or an equivalent group of
such a nature that it provides adequate means of incorporation of the aromatic comonomer into
the polymer chain as a "block" of homopolymer, having a number of consecutive uniform
repeating units, which imparts a high degree of aromatic content to the block.
The dienes suitable for preparing the block copolymers of the present invention contain
two double bonds, commonly located in conjugation in a 1,3 relationship. Olefins containing
more than two double bonds, sometimes referred to as polyenes, are also considered to be within
the definition of "dienes" as used herein. Examples of such diene monomers include 1,3-butadiene
as well as hydrocarbyl-substituted butadienes such as isoprene and 2,3-dimethylbutadiene.
Mixtures of such conjugated dienes are also useful.
The vinyl aromatic content of the copolymers is typically in the range of about 20% to
about 70% by weight, preferably about 40% to about 60% by weight. The remaining
comonomer content of these copolymers is typically in the range of about 30% to about 80% by
weight, preferably about 40% to about 60% by weight. Additional monomers may also be
present, normally in relatively small amounts (e.g., about 5 to about 20 percent). These
additional monomers include C2-10 olefin oxides, capralactone and butyrolactone.
The di- and tri-block copolymers useful in the present invention are preferably made by
anionic polymerization, using a variety of techniques and altering reaction conditions to produce
the desired features in the resulting copolymer. Hydrogenation of the unsaturated block
polymers produces polymers that are more oxidatively and thermally stable. Hydrogenation is
typically carried out as part of the polymerization process, using finely divided, or supported,
nickel catalyst. Other transition metals may also be used to effect the transformation.
Hydrogenation is normally carried out to reduce at least about 94% of the olefinic unsaturation
of the initial polymer. In general, it is preferred that these copolymers, for reasons of oxidative
stability, contain no more than about 5% and more preferably no more than about 0.5% residual
olefinic unsaturation on the basis of the total amount of olefinic double bonds present in the
polymer prior to hydrogenation. Such unsaturation can be measured by a number of means well
known to those skilled in the art, such as infrared or nuclear magnetic resonance spectroscopy.
Most preferably, these copolymers contain no discernible unsaturation, as determined by the
aforementioned analytical techniques.
The polymers, and in particular styrene-diene copolymers, are, in a preferred
embodiment, block copolymers in which a portion of the blocks are composed of homopolymer
of homo-oligomer segments of the vinyl aromatic monomer and another portion of the blocks are
composed of homopolymer or homo-oligomer segments of the diene monomer. The polymers
generally possess a number average molecular weight of at least 50,000, preferably at least
100,000. Generally, the polymers should not exceed a number average molecular weight of
500,000 preferably 300,000. The number average molecular weight for such polymers is
determined by gel permeation chromatography (GPC). The molecular weight and the amount of
polymer used should be selected such that the formulated oil will not shear out of grade
according to SAE J306 requirements when subjected to the 20-hour taper bearing shear test
(CEC-L45-T-93).
Suitable styrene/isoprene hydrogenated regular diblock copolymers are available
commercially from Shell Chemical Co. under the trade names Shellvis™ 40 and Shellvis™ 50.
Suitable styrene/1,3-butadiene hydrogenated random block copolymers are available from BASF
under the trade name Glissoviscal™.
The vinyl aromatic-diene copolymers particularly suitable for the present invention also
include star polymers. Star polymer are polymers comprising a nucleus and polymeric arms.
Common nuclei include polyalkenyl compounds, usually compounds having at least two non-conjugated
alkenyl groups, usually groups attached to electron withdrawing groups, e.g.,
aromatic nuclei. The polymeric arms are copolymers of conjugated dienes and vinyl aromatic
compounds.
The star polymers are typically hydrogenated such that at least 80%, preferably at least
95%, of the covalent carbon-carbon double bonds are saturated. The polyvinyl compounds
making up the nucleus are illustrated by polyalkenyl arenes, e.g., divinyl benzene and poly vinyl
aliphatic compounds. Star polymers are commercially available, for example as Shellvis™ 200
sold by Shell Chemical Co.
The olefin copolymers particularly suitable for the present invention are ethylene-alphaolefin
copolymers comprising ethylene and one or more alpha-olefins of the formula H2C=CHR
wherein R is a hydrocarbon radical of from 1 to 10 carbon atoms. The copolymer-forming
monomers can optionally include a nonconjugated polyene. Preferred alpha-olefins include
propylene, 1-butene, 1-pentene, 1-hexene, 3-methyl pentene, 1-heptene, 1-octene and 1-decene.
The optional nonconjugated polyenes include aliphatic dienes such as 1,4-hexadiene, 1,5-hexadiene,
1,4-pentadiene, 2-methyl-1,4-pentadiene, 3-methyl-1,4-hexadiene, 4-methyl-1,3-hexadiene,
1,9-decadiene, and exo- and endo-dicyclopentadiene; exo- and endo-alkenylnorbornenes
such as 5-propenyl-, 5-(buten-2-yl)- and 5-(2-methylbuten-[2']-yl)
norbornene; alkylalkenylnorbornenes such as 5-methyl-6-propenylnorbornene;
alkylidenenorbornenes such as 5-methylene, 5-ethylidene and 5-isopropylidene-2-norbornene,
vinylnorbornene and cyclohexylnorbornene; alkylnorbornadienes such as methyl-, ethyl- and
propylnorbornadiene; and cyclodienes such as 1,5-cyclooctadiene and 1,4-cyclooctadiene.
The ethylene content of the olefin copolymers is generally from about 35 to about 65, and
most preferably from about 40 to 60, weight percent. When present, the nonconjugated polyene
generally ranges from about 0.01 to about 1, preferably from about 0.05 to about 0.5, and most
preferably from about 0.1 to about 0.3, weight percent. The balance of the copolymers, for a
total of 100 weight percent, is made up of alpha-olefins other than ethylene.
The olefin copolymers can be prepared in accordance with known procedures employing
Ziegler-Natta catalysts or metallocene catalysts. The olefin copolymers generally possess a
number average molecular weight (Mn) of from about 250 to about 50,000, preferably from
about 1,000 to about 30,000. The molecular weight and the amount of polymer used should be
selected such that the formulated oil will not shear out of grade according to SAE J306
requirements when subjected to the 20-hour taper bearing shear test (CEC-L45-T-93).
Component (C) comprises at least one high viscosity polyalphaolefin having a kinematic
viscosity (KV) of at least 40 cSt, preferably from 40 to 3000 cSt, as measured at 100 °C
according to ASTM D-445. The high viscosity polyalphaolefins may be prepared by any of a
series of methods described in the literature. The catalysts employed include those commonly
referred to as Friedel-Crafts catalysts. Such catalysts cause cationic oligomerization of alphaolefins,
such as 1-octene and 1-decene, to molecular weights ranging up to several thousand
depending on the catalyst and the polymerization conditions employed.
Ziegler catalysts, such as those described in U.S. Patent No. 3,179,711 to Sun Oil
Company, can also be used to prepare oligomers in the molecular weight range useful in the
present invention.
Polyalphaolefins can likewise be prepared with peroxide catalysts, BF3 based catalysts
and by thermal polymerization. These methods, however, generally only produce low molecular
weight oligomers.
The high viscosity polyalphaolefins of this invention are preferably hydrogenated to
decrease their level of unsaturation and thereby increase their stability toward oxidation.
The alpha-olefins utilized to make the high viscosity oligomers of the present invention
can range from C3-C14 or any mixtures thereof, although oligomers of octene-1, decene-1 and
dodecene-1 are preferred because of their high Viscosity Indices and low pour points.
Some additive components are supplied in the form of solutions of active ingredient(s) in
an inert diluent or solvent, such as a diluent oil. Unless expressly stated to the contrary, the
amounts and concentrations of each additive component are expressed in terms of active
additive, i.e., the amount of solvent or diluent that may be associated with such component as
received is excluded.
The gear additive package useful as component (C) in the present invention typically
contains one or more additives selected from the group consisting of dispersants, corrosion
inhibitors, extreme pressure additives, anti-wear additives, rust inhibitors, antioxidants,
deodorizers, defoamers, demulsifiers, dyes, friction modifiers other than component (B) and
fluorescent coloring agents. The gear additive package may be, although it does not have to be, a
fully-formulated gear additive package, such as a package meeting the requirements for API GL-5
and/or API MT-1 and/or MIL-PRF-2105E and/or AGMA 9005-D94. The type and amount of
the components present in the gear additive package will depend on the intended final use of the
product.
The gear additive package is typically present in an amount of from about 2 to about 25
weight percent, based on the total weight of the lubricating oil composition.
The dispersants useful in the present invention comprise at least one oil-soluble ashless
dispersant having a basic nitrogen and/or at least one hydroxyl group in the molecule. Suitable
dispersants include alkenyl succinimides, alkenyl succinic acid esters, alkenyl succinic ester-amides,
Mannich bases, hydrocarbyl polyamines, or polymeric polyamines.
The alkenyl succinimides in which the succinic group contains a hydrocarbyl substituent
containing at least 30 carbon atoms are described for example in U.S. Pat. Nos. 3,172,892;
3,202,678; 3,216,936; 3,219,666; 3,254,025; 3,272,746; and 4,234,435. The alkenyl
succinimides may be formed by conventional methods such as by heating an alkenyl succinic
anhydride, acid, acid-ester, acid halide, or lower alkyl ester with a polyamine containing at least
one primary amino group. The alkenyl succinic anhydride may be made readily by heating a
mixture of olefin and maleic anhydride to, for example, about 180-220 °C. The olefin is
preferably a polymer or copolymer of a lower mono-olefin such as ethylene, propylene, 1-butene,
isobutene and the like and mixtures thereof. The more preferred source of alkenyl group
is from polyisobutene having a gel permeation chromotography (GPC) number average
molecular weight of up to 10,000 or higher, preferably in the range of about 500 to about 2,500,
and more preferably in the range of about 800 to about 1,500.
As used herein the term "succinimide" is meant to encompass the completed reaction
product from reaction between one or more polyamine reactants and a hydrocarbon-substituted
succinic acid or anhydride (or like succinic acylating agent), and is intended to encompass
compounds wherein the product may have amide, amidine, and/or salt linkages in addition to the
imide linkage of the type that results from the reaction of a primary amino group and an
anhydride moiety.
The various types of ashless dispersants described above can be phosphorylated by
procedures described in U.S. Patent Nos. 3,184,411; 3,342,735; 3,403,102; 3,502,607;
3,511,780; 3,513,093; 4,615,826; 4,648,980; 4,857,214 and 5,198,133.
The dispersants of the present invention may be boronated. Methods for boronating
(borating) the various types of ashless dispersants described above are described in U.S. Pat.
Nos. 3,087,936; 3,254,025; 3,281,428; 3,282,955; 2,284,409; 2,284,410; 3,338,832; 3,344,069;
3,533,945; 3,658,836; 3,703,536; 3,718,663; 4,455,243; and 4,652,387.
Preferred procedures for phosphorylating and boronating ashless dispersants such as
those referred to above are set forth in U.S. Pat. Nos. 4,857,214 and 5,198,133.
The amount of ashless dispersant, when present, on an "active ingredient basis" (i.e.,
excluding the weight of impurities, diluents and solvents typically associated therewith) is
generally within the range of about 0.5 to about 7.5 weight percent (wt%), typically within the
range of about 0.5 to 5.0 wt%, preferably within the range of about 0.5 to about 3.0 wt%, and
most preferably within the range of about 2.0 to about 3.0 wt%, based on the finished oil.
The lubricant compositions of the present invention typically will contain some
inhibitors. The inhibitor components serve different functions including rust inhibition,
corrosion inhibition and foam inhibition. The inhibitors may be introduced in a pre-formed
additive package that may contain in addition one or more other components used in the
compositions of this invention. Alternatively these inhibitor components can be introduced
individually or in various sub-combinations. While amounts can be varied within reasonable
limits, the finished fluids of this invention will typically have a total inhibitor content in the
range of about 0 to about 10 wt%, on an "active ingredient basis", i.e., excluding the weight of
inert materials such as solvents or diluents normally associated therewith.
Foam inhibitors form one type of inhibitor suitable for use as inhibitor components in the
compositions of this invention. These include silicones, polyacrylates, surfactants, and the like.
Copper corrosion inhibitors constitute another class of additives suitable for inclusion in
the compositions of this invention. Such compounds include thiazoles, triazoles and
thiadiazoles. Examples of such compounds include benzotriazole, tolyltriazole, octyltriazole,
decyltriazole, dodecyltriazole, 2-mercapto benzothiazole, 2,5-dimercapto-1,3,4-thiadiazole, 2-mercapto-5-hydrocarbylthio-1,3,4-thiadiazoles,
2-mercapto-5- hydrocarbyldithio-1,3,4-thiadiazoles,
2,5-bis(hydrocarbylthio)- 1,3,4-thiadiazoles, and 2,5-bis(hydrocarbyldithio)-1,3,4-thiadiazoles.
The preferred compounds are the 1,3,4-thiadiazoles, a number of which are
available as articles of commerce, and also combinations of triazoles such as tolyltriazole with a
1,3,5-thiadiazole such as a 2,5-bis(alkyldithio)-1,3,4-thiadiazole. Materials of these types that
are available on the open market include Cobratec™ TT-100 and HiTEC® 314 additive and
HiTEC® 4313 additive (Ethyl Petroleum Additives, Inc.). The 1,3,4-thiadiazoles are generally
synthesized from hydrazine and carbon disulfide by known procedures. See, for example, U.S.
Pat. Nos. 2,765,289; 2,749,311; 2,760,933; 2,850,453; 2,910,439; 3,663,561; 3,862,798; and
3,840,549.
Rust or corrosion inhibitors comprise another type of inhibitor additive for use in this
invention. Such materials include monocarboxylic acids and polycarboxylic acids. Examples of
suitable monocarboxylic acids are octanoic acid, decanoic acid and dodecanoic acid. Suitable
polycarboxylic acids include dimer and trimer acids such as are produced from such acids as tall
oil fatty acids, oleic acid, linoleic acid, or the like. Products of this type are currently available
from various commercial sources, such as, for example, the dimer and trimer acids sold under the
HYSTRENE trademark by the Humko Chemical Division of Witco Chemical Corporation and
under the EMPOL trademark by Henkel Corporation. Another useful type of rust inhibitor for
use in the practice of this invention is comprised of the alkenyl succinic acid and alkenyl succinic
anhydride corrosion inhibitors such as, for example, tetrapropenylsuccinic acid,
tetrapropenylsuccinic anhydride, tetradecenylsuccinic acid, tetradecenylsuccinic anhydride,
hexadecenylsuccinic acid, hexadecenylsuccinic anhydride, and the like. Also useful are the half
esters of alkenyl succinic acids having 8 to 24 carbon atoms in the alkenyl group with alcohols
such as the polyglycols. Other suitable rust or corrosion inhibitors include ether amines; acid
phosphates; amines; polyethoxylated compounds such as ethoxylated amines, ethoxylated
phenols, and ethoxylated alcohols; imidazolines; aminosuccinic acids or derivatives thereof, and
the like. Materials of these types are available as articles of commerce. Mixtures of such rust or
corrosion inhibitors can be used.
Antioxidants may also be present in the lubricant formulations of the present invention.
Suitable antioxidants include phenolic antioxidants, aromatic amine antioxidants, sulfurized
phenolic antioxidants, and organic phosphites, among others. Examples of phenolic antioxidants
include 2,6-di-tert-butylphenol, liquid mixtures of tertiary butylated phenols, 2,6-di-tert-butyl-4-methylphenol,
4,4'- methylenebis(2,6-di-tert-butylphenol), 2,2'-methylenebis(4-methyl- 6-tert-butylphenol),
mixed methylene-bridged polyalkyl phenols, and 4,4'-thiobis(2-methyl-6-tert-butylphenol).
N,N'-di-sec-butyl-p- phenylenediamine, 4-isopropylaminodiphenyl amine, phenylnaphthyl
amines, and ring-alkylated diphenylamines serve as examples of aromatic amine
antioxidants. Preferred are the sterically hindered tertiary butylated phenols, the ring alkylated
diphenylamines and combinations thereof.
The amounts of the inhibitor components used will depend to some extent upon the
composition of the component and its effectiveness when used in the finished composition.
However, generally speaking, the finished fluid will typically contain the following
concentrations (weight percent) of the inhibitor components (active ingredient basis):
| Inhibitor | Typical Range | Preferred Range |
| Foam inhibitor | 0 to 0.2 | 0.01 to 0.08 |
| Copper corrosion inhibitor | 0 to 3 | 0.01 to 1 |
| Rust inhibitor | 0 to 3 | 0.01 to 0.3 |
| Antioxidant | 0 to 2 | 0 to 0.6 |
Various types of sulfur-containing antiwear and/or extreme pressure agents can be used
in the practice of the present invention. Examples include dihydrocarbyl polysulfides; sulfurized
olefins; sulfurized fatty acid esters of both natural and synthetic origins; trithiones; sulfurized
thienyl derivatives; sulfurized terpenes; sulfurized oligomers of C2-C8 monoolefins; and
sulfurized Diels-Alder adducts such as those disclosed in U.S. reissue patent Re 27,331. Specific
examples include sulfurized polyisobutene, sulfurized isobutylene, sulfurized diisobutylene,
sulfurized triisobutylene, dicyclohexyl polysulfide, diphenyl polysulfide, dibenzyl polysulfide,
dinonyl polysulfide, and mixtures of di-tert-butyl polysulfide such as mixtures of di-tert-butyl trisulfide,
di-tert-butyl tetrasulfide and di-tert-butyl pentasulfide, among others. Combinations of
such categories of sulfur-containing antiwear and/or extreme pressure agents can also be used,
such as a combination of sulfurized isobutylene and di-tert-butyl trisulfide, a combination of
sulfurized isobutylene and dinonyl trisulfide, a combination of sulfurized tall oil and dibenzyl
polysulfide.
For purposes of this invention a component which contains both phosphorus and sulfur in
its chemical structure is deemed a phosphorus-containing antiwear and/or extreme pressure agent
rather than a sulfur-containing antiwear and/or extreme pressure agent.
Use can be made of a wide variety of phosphorus-containing oil-soluble antiwear and/or
extreme pressure additives such as the oil-soluble organic phosphates, organic phosphites,
organic phosphonates, organic phosphonites, etc., and their sulfur analogs. Also useful as the
phosphorus-containing antiwear and/or extreme pressure additives that may be used in the
present invention include those compounds that contain both phosphorus and nitrogen.
Phosphorus-containing oil-soluble antiwear and/or extreme pressure additives useful in the
present invention include those compounds taught in U.S. Patent Nos. 5,464,549; 5,500,140; and
5,573,696, the disclosures of which are hereby incorporated by reference.
One such type of phosphorus- and nitrogen-containing antiwear and/or extreme pressure
additives which can be employed in the practice of the invention are the phosphorus- and
nitrogen-containing compositions of the type described in GB 1,009,913; GB 1,009,914; US
3,197,405 and US 3,197,496. In general, these compositions are prepared by forming an acidic
intermediate by the reaction of a hydroxy-substituted triester of a phosphorothioic acid with an
inorganic phosphorus acid, phosphorus oxide or phosphorus halide, and neutralizing a substantial
portion of said acidic intermediate with an amine or hydroxy-substituted amine. Other types of
phosphorus- and nitrogen-containing antiwear and/or extreme pressure additive that may be used
in the compositions of this invention include the amine salts of hydroxy-substituted phosphetanes
or the amine salts of hydroxy-substituted thiophosphetanes and the amine salts of partial esters of
phosphoric and thiophosphoric acids.
Some additive components are supplied in the form of solutions of active ingredient(s) in
an inert diluent or solvent, such as diluent oil. Unless expressly stated to the contrary, the
amounts and concentrations of each additive component are expressed in terms of active
additive, i.e., the amount of solvent or diluent that may be associated with such component as
received is excluded.
Commercially available gear additive packages that may be used in the compositions of
the present invention include HiTEC® 381 Performance Additive, HiTEC® 385 Performance
Additive and HiTEC® 388 Performance Additive, commercially available from Ethyl
Corporation. Factors to consider when determining additive selection and level include needs in
axle efficiency, trailer tow durability, GL 5 tests, deposit control, seal compatibility, bearing life
and limited slip performance.
The lubricating oil compositions of the present invention may further contain from 0 to
20 weight percent of a seal swell agent. Suitable seal swell agents include hindered polyol esters
and oil-soluble diesters. The preferred diesters include the adipates, azelates, and sebacates of
C8-C13 alkanols (or mixtures thereof), and the phthalates of C4-C13 alkanols (or mixtures thereof).
Mixtures of two or more different types of esters (e.g., dialkyl adipates and dialkyl azelates, etc.)
can also be used. Examples of such materials include the n-octyl, 2-ethylhexyl, isodecyl, and
tridecyl diesters of adipic acid, azelaic acid, and sebacic acid, and the n-butyl, isobutyl, pentyl,
hexyl, heptyl, octyl, nonyl, decyl, undecyl, dodecyl, and tridecyl diesters of phthalic acid.
Specific examples include di-2-ethylhexyl adipate, di-isooctyl adipate, (2-ethylhexyl)(isodecyl)
adipate, di-2-ethylhexyl sebacate and di-isodecyl adipate.
For certain applications, pour point depressants may be added to the gear oil formulation.
If present, the gear oil compositions typically can contain up to 5 wt. % of the pour point
depressant.
Friction modifiers may be included in the gear oil compositions of the present invention.
The use of friction modifiers can enhance performance of the gear oils in elastohydrodynamic,
mixed and boundary lubricating regimes. The amount of friction modifiers employed in the gear
oil compositions of the present invention is preferably in the range of from 0 to 10 wt. %, more
preferably 0-5 wt. % and most preferably 0-1.5 wt. %. Suitable friction modifiers for use in the
gear oil compositions of the present invention include, but are not limited to, such compounds as
fatty amines, alkoxylated fatty amines, borated alkoxylated fatty amines, borated fatty epoxides,
aliphatic fatty acid amides, ethoxylated aliphatic ether amines, aliphatic carboxylic acids,
aliphatic carboxylic ester-amides, aliphatic phosphonates, aliphatic phosphates, aliphatic
thiophosphonates, aliphatic thiophosphates, fatty imidazolines, fatty tertiary amines, fatty
phosphites etc., wherein the aliphatic group usually contains at least eight carbon atoms so as to
render the compound suitably oil soluble.
Also suitable are aliphatic substituted succinimides as described in U.S. Patent Nos.
5,021,176; 5,190,680; and RE-34,459 the relevant disclosures of which are herein incorporated
by reference. These succinimides are formed by reacting one or more aliphatic succinic acids or
anhydrides with ammonia or other primary amines.
Fatty acid esters of glycerol, such as glycerol monooleate and glycerol tallowate, may be
used as the friction modifiers of the present invention. These fatty acid esters may be prepared
by a variety of methods well known in the art. The fatty acid esters of glycerol are typically
mixtures of from 45% to 55% by weight monoester and from 55% to 45% diester.
Other preferred friction modifiers include the reaction products of at least one C5-C60
aliphatic carboxylic acid with at least one amine selected from guanidine, aminoguanidine, urea,
thioruea and salts thereof as taught in U.S. Patent No. 4,948,523 incorporated herein by reference
for relevant disclosures contained therein. Preferred for use in the present invention are the
inorganic salts of aminoguanidine compounds wherein the anion is halide, carbonate, nitrate,
phosphate, orthophosphate and the like. Representative of the carboxylic acids useful herein
include the commercially available fatty acids or mixtures thereof, derived from sources such as
corn oil, soybean oil, palm oil, tung oil, sunflower oil, cottonseed oil, palm kernel oil, olive oil
and the like. Particularly preferred are the mono-carboxylic unsaturated fatty acids such as oleic
acid. As used herein and in the claims, the term "carboxylic acid" includes the reactive
derivatives thereof such as the anhydrides.
Other preferred friction modifiers include the N-aliphatic hydrocarbyl-substituted
diethanol amines and N-aliphatic hydrocarbyl-substituted trimethylene diamines in which the N-aliphatic
hydrocarbyl-substituent is at least one straight chain aliphatic hydrocarbyl group free of
acetylenic unsaturation and having in the range of about 14 to about 20 carbon atoms;
di(hydroxyalkyl) aliphatic tertiary amines in which the hydroxyalkyl groups, being the same or
different, each contain from 2 to about 4 carbon atoms, and in which the aliphatic group is an
acyclic hydrocarbyl group containing from about 10 to about 25 carbon atoms; hydroxyalkyl
aliphatic imidazoline in which the hydroxyalkyl group contains from 2 to about 4 carbon atoms,
and in which the aliphatic group is an acyclic hydrocarbyl group containing from about 10 to
about 25 carbon atoms as well as mixtures of these friction modifiers. Further details concerning
these friction modifiers are set forth in U.S. Pat. Nos. 5,344,579; 5,372,735 and 5,441,656,
incorporated herein by reference.
The multi-grade gear oils of the present invention are particularly suitable for use in
automotive gear applications such as final drives, power-dividers or axles in light and heavy-duty
vehicles or manual transmissions in a truck or heavy equipment and industrial gear applications.
Preferred finished lubricants for automotive gear applications utilize components
proportioned such that the lubricant formulations preferably have an SAE Viscosity Grade of at
least SAE 70W, and preferably at least 75W, according to SAE J306 JUL98. Preferred multi-grade
ratings include SAE 75W-80, 75W-90 and 80W-140. It is critical that the components
used for formulating the lubricant formulations of the present invention are selected such that the
formulated oil will not shear out of grade according to SAE J306 requirements when subjected to
the 20-hour taper bearing shear test (CEC-L45-T-93). Preferably, the lubricant compositions
have a viscosity loss at 100 °C of less than about 15% in the 20-hour taper bearing shear test.
Preferred finished gear oils of this invention utilize components proportioned such that
the kinematic viscosity of the composition at 100 °C according to ASTM D-445 is at least 7.0 cSt
and the Brookfield Viscosity (as measured at -55 °C) is less than 150,000 cP.
Preferred finished gear oils for industrial gear applications utilize components
proportioned such that the lubricant formulations have a viscosity classification of ISO 32 or
higher according to AGMA 9005-D94.
In one embodiment, the present invention is directed to a method of reducing sump
temperatures in an axle comprising using as the lubricant for said axle a lubricant formulation
containing components (B) and (C), wherein the sump temperature of said axle operated using
said lubricant formulation is lower than the sump temperature of said axle operated in the same
manner and using the same lubricant except that the oil is devoid of at least one of said
components (B) and (C).
The present invention is also directed to a method of increasing the efficiency of an axle
comprising using as the lubricant for said axle a lubricant formulation containing components
(B) and (C), wherein the efficiency of the axle using said lubricant formulation is increased, as
compared to said axle operated in the same manner and using the same lubricant formulation
except that the lubricant is devoid of at least one of said components (B) and (C).
EXAMPLES
Mineral oil based SAE 80W-90 gear oils were prepared comprising 8.25 wt. % of a gear
additive package meeting the requirements of API GL-5 and MIL-PRF-2105E, 15 wt. % of a
diester seal swell agent, 2 wt. % of a friction modifier and the additional components set forth in
the following Table. All of the gear oil formulations contained a hydrotreated 70N mineral oil in
an amount to bring the total of all components to 100 wt. %.
The lubricants were subjected to a cycling test to simulate various conditions that a gear
oil may experience and the results are set forth in Table 1. The sequences differed in the speed
and/or torque applied to the axle. Highway driving conditions were simulated using a high speed
and low load, city and severe driving conditions were simulated using low speed/high load and
medium speed/high load respectively. The axle sump temperatures were measured and the axle
efficiency was calculated for each sequence. It is desirable to have low axle sump temperatures
and high axle efficiency values.
| | 1 | 2 | 3 | 4 |
| PIB | 20 | 4.5 |
| OCP | | 11.5 | 17 | 11.5 |
| PAO | 10 | | 10 | 10 |
| Highway T(°F)/Eff. | DNT | 130/87.27 | 143/89.78 | 140/89.87 |
| City T(°F)/Eff. | DNT | 206/96.22 | 181/97.38 | 179/97.30 |
| Severe T(°F)/Eff. | 223/97.37 | 215.8/97.21 | 198/98.19 | 198/98.20 |
It is clear, upon examination of the above Table, that the compositions of the present
invention (Examples 3 and 4) exhibit improved (lower) axle temperatures and improved (higher)
axle efficiencies compared to mineral oil based compositions outside the scope of the present
invention (Comparative Examples 1 and 2).
This invention is susceptible to considerable variation in its practice. Accordingly, this
invention is not limited to the specific exemplifications set forth hereinabove. Rather, this
invention is within the spirit and scope of the appended claims, including the equivalents thereof
available as a matter of law.
The patentee does not intend to dedicate any disclosed embodiments to the public, and to
the extent any disclosed modifications or alterations may not literally fall within the scope of the
claims, they are considered to be part of the invention under the doctrine of equivalents.
Typically, references in this specification to "Viscosity Index" are to
Viscosity Index as calculated according to ASTM D2270.
Typically, the gear additive package (D) comprises (i) a sulfur and
phosphorus containing anti-wear or extreme pressure additive, (ii) an antioxidant,
(iii) a corrosion inhibitor, (iv) an antifoam additive and, optionally, (v) an ashless
dispersant. Typically, when the gear additive package contains these ingredients, the
lubricant composition satisfies the API GL-5 performance requirements, which are
published in ASTM Publication STP-512A entitled "Laboratory Performance Tests
for Automotive Gear Lubricants" (March 1987).
Typically, the lubricant composition of the invention is suitable for use in a
nonsynchronised manual transmission such as, for example, a manual transmission
for a bus or truck. Typically, such lubricant compositions satisfy the API MT-1, or
D-5760-95, performance requirements. Accordingly, further preferred gear additive
packages are those which enable the lubricant to satisfy the performance
requirements set out in ASTM designation D-5760-95, as published October 1995.
Further preferred gear additive packages are those which enable the lubricant
to meet the SAE J2360 performance requirements, as published in November 1998.
These are equivalent to the MIL-PRF-2105 performance requirements.
Further preferred gear oil additive packages are those which enable the
lubricant to meet the performance requirements for any of the AGMA grades, as set
out in AGMA 9005-D94, approved on 1 August 1994, for a compounded or non-compounded
R & O gear lubricant, an extreme pressure gear lubricant or a synthetic
gear lubricant.
Typically, the lubricant composition of the invention has an SAE viscosity
grade of 70W or higher according to SAE J306 JUL98 (as revised July 1998). The
viscometric properties of oils with an SAE viscosity grade of 70W or higher are
shown in the Table below.
| SAE Viscosity Grade | Maximum temperature for viscosity of 150,000 cP, °C | Kinematic viscosity at 100°C, cSt (minimum) | Kinematic viscosity at 100°C, cSt (maximum) |
| 70W | -55 | 4.1 | - |
| 75W | -40 | 4.1 | - |
| 80W | -26 | 7.0 | - |
| 85W | -12 | 11.0 | - |
| 80 | - | 7.0 | <11.0 |
| 85 | - | 11.0 | <13.5 |
| 90 | - | 13.5 | <24.0 |
| 140 | - | 24.0 | <41.0 |
| 250 | - | 41.0 |
The Brookfield viscosity of 150,000 cP (150,000 mPa s-1) can be determined,
for example, according to ASTM D-2983. The kinematic viscosity at 100°C can be
determined, for example, according to ASTM D445.
Further preferred lubricant compositions of the invention have an ISO
viscosity grade of 32 or higher, according to AGMA 9005-094, as approved on 1
August 1994. The viscometric properties of such oils are shown in the Table below.
| Viscosity range, mm2/s (cSt) at 40°C | Equivalent ISO grade |
| 28.8 to 35.2 | 32 |
| 41.4 to 50.6 | 46 |
| 61.2 to 74.8 | 68 |
| 90 to 110 | 100 |
| 135 to 165 | 150 |
| 198 to 242 | 220 |
| 288 to 352 | 320 |
| 414 to 506 | 460 |
| 612 to 748 | 680 |
| 900 to 1100 | 1000 |
| 1350 to 1650 | 1500 |
Typically, said 20-hour taper bearing shear test is the test set out in CEC test
method L-45-T-93, entitled "Viscosity Shear Stability of Transmission Lubricants
(KRL - Tapered Roller Bearing Test Rig) Shear Stability Test, 1993". Typically,
components (B) and (C) are selected such that the formulated oil has a kinematic
viscosity at 100°C of at least 4.1, more typically at least 7.0, preferably at least 11.0,
when subjected to said 20- hour taper bearing shear test.