This article is about industrial lubricants. For other uses, Non-liquid lubricants include grease, powders (dry
see Lubricant (disambiguation). graphite, PTFE, molybdenum disulfide, tungsten disul-
fide, etc.), PTFE tape used in plumbing, air cushion and
A lubricant is a substance introduced to reduce friction others. Dry lubricants such as graphite, molybdenum
disulfide and tungsten disulfide also offer lubrication at
between surfaces in mutual contact, which ultimately re-
duces the heat generated when the surfaces move. It may temperatures (up to 350 °C) higher than liquid and oil-
based lubricants are able to operate. Limited interest has
also have the function of transmitting forces, transporting
foreign particles, or heating or cooling the surfaces. The been shown in low friction properties of compacted ox-
property of reducing friction is known as lubricity. ide glaze layers formed at several hundred degrees Celsius
in metallic sliding systems, however, practical use is still
In addition to industrial applications, lubricants are used many years away due to their physically unstable nature.
for many other purposes. Other uses include cooking (oils
and fats in use in frying pans, in baking to prevent food
sticking), bio-medical applications on humans (e.g. lubri- 1.2 Additives
cants for artificial joints), ultrasound examination, med-
ical examinations, and the use of personal lubricant for Main article: Oil additive
sexual purposes.
A large number of additives are used to impart perfor-
mance characteristics to the lubricants. The main fami-
1 Properties lies of additives are:
Typically lubricants contain 90% base oil (most of- Note that many of the basic chemical compounds used
ten petroleum fractions, called mineral oils) and less as detergents (example: calcium sulfonate) serve the pur-
than 10% additives. Vegetable oils or synthetic liq- pose of the first seven items in the list as well. Usually it
uids such as hydrogenated polyolefins, esters, silicones, is not economically or technically feasible to use a single
fluorocarbons and many others are sometimes used as do-it-all additive compound. Oils for hypoid gear lubri-
base oils. Additives deliver reduced friction and wear, cation will contain high content of EP additives. Grease
increased viscosity, improved viscosity index, resistance lubricants may contain large amount of solid particle fric-
to corrosion and oxidation, aging or contamination, etc. tion modifiers, such as graphite, molybdenum sulfide.
1
2 2 TYPES OF LUBRICANTS
In 1999, an estimated 37,300,000 tons of lubricants were • Group II+ with a Viscosity Index of 113–119
[1]
consumed worldwide. Automotive applications domi-
• Group III+ with a Viscosity Index of at least 140
nate, but other industrial, marine, and metal working ap-
plications are also big consumers of lubricants. Although
air and other gas-based lubricants are known (e.g., in fluid Can also be classified into three categories depending on
bearings), liquid and solid lubricants dominate the mar- the prevailing compositions:
ket, especially the former.
Lubricants are generally composed of a majority of base • Paraffinic
oil plus a variety of additives to impart desirable charac-
teristics. Although generally lubricants are based on one • Naphthenic
type of base oil, mixtures of the base oils also are used to
meet performance requirements. • Aromatic
Water can also be used on its own, or as a major compo- interfaces.[5] By continuous rapid exchange of bound wa-
nent in combination with one of the other base oils. Com- ter with other free water molecules, these polymer films
monly used in engineering processes, such as milling and keep the surfaces separated while maintaining a high
lathe turning. fluidity at the brush–brush interface at high compressions,
thus leading to a very low coefficient of friction.
Main article: Dry lubricant • Stop the risk of smoke and fire of objects
• Prevent rust.
PTFE: polytetrafluoroethylene (PTFE) is typically used
as a coating layer on, for example, cooking utensils to One of the single largest applications for lubricants, in the
provide a non-stick surface. Its usable temperature range form of motor oil, is protecting the internal combustion
up to 350 °C and chemical inertness make it a useful ad- engines in motor vehicles and powered equipment.
ditive in special greases. Under extreme pressures, PTFE
Lubricants such as 2-cycle oil are added to fuels like gaso-
powder or solids is of little value as it is soft and flows
line which has low lubricity. Sulfur impurities in fuels
away from the area of contact. Ceramic or metal or al-
also provide some lubrication properties, which has to be
loy lubricants must be used then. “Teflon®" is a brand of
taken in account when switching to a low-sulfur diesel;
PTFE owned by DuPont Co.
biodiesel is a popular diesel fuel additive providing addi-
Inorganic solids: Graphite, hexagonal boron nitride, tional lubricity.
molybdenum disulfide and tungsten disulfide are exam-
Another approach to reducing friction and wear is to
ples of materials that can be used as solid lubricants, often
use bearings such as ball bearings, roller bearings or air
to very high temperature. The use of some such materials
bearings, which in turn require internal lubrication them-
is sometimes restricted by their poor resistance to oxida-
selves, or to use sound, in the case of acoustic lubrication.
tion (e.g., molybdenum disulfide can only be used up to
350 °C in air, but 1100 °C in reducing environments).
Metal/alloy: Metal alloys, composites and pure metals 3.1 Keep moving parts apart
can be used as grease additives or the sole constituents
of sliding surfaces and bearings. Cadmium and Gold are Lubricants are typically used to separate moving parts in a
system. This has the benefit of reducing friction and sur-
used for plating surfaces which gives them good corrosion
face fatigue, together with reduced heat generation, op-
resistance and sliding properties, Lead, Tin, Zinc alloys
and various Bronze alloys are used as sliding bearings, erating noise and vibrations. Lubricants achieve this in
several ways. The most common is by forming a physical
or their powder can be used to lubricate sliding surfaces
alone. barrier i.e., a thin layer of lubricant separates the moving
parts. This is analogous to hydroplaning, the loss of fric-
tion observed when a car tire is separated from the road
2.5 Aqueous lubrication surface by moving through standing water. This is termed
hydrodynamic lubrication. In cases of high surface pres-
Aqueous lubrication is of interest in a number of tech- sures or temperatures, the fluid film is much thinner and
nological applications. Strongly hydrated brush poly- some of the forces are transmitted between the surfaces
mers such as PEG can act as lubricants at liquid solid through the lubricant.
4 3 APPLICATIONS
3.2 Reduce friction and require cleaning or replacement, hence the recom-
mendation to change a car’s oil filter at the same time as
Typically the lubricant-to-surface friction is much less changing the oil. In closed systems such as gear boxes
than surface-to-surface friction in a system without any the filter may be supplemented by a magnet to attract any
lubrication. Thus use of a lubricant reduces the over- iron fines that get created.
all system friction. Reduced friction has the benefit of
It is apparent that in a circulatory system the oil will only
reducing heat generation and reduced formation of wear
be as clean as the filter can make it, thus it is unfortunate
particles as well as improved efficiency. Lubricants may
that there are no industry standards by which consumers
contain additives known as friction modifiers that chemi-
can readily assess the filtering ability of various automo-
cally bind to metal surfaces to reduce surface friction even
tive filters. Poor filtration significantly reduces the life of
when there is insufficient bulk lubricant present for hy-
the machine (engine) as well as making the system inef-
drodynamic lubrication, e.g. protecting the valve train in
ficient.
a car engine at startup.
• Other motors
5 Marketing
• 2-stroke engine oils
4.1 “Glaze” formation (high temperature Specifications often denote a minimum acceptable per-
wear) formance levels. Thus many equipment manufacturers
add on their own particular requirements or tighten the
A further phenomenon that has undergone investigation tolerance on a general specification to meet their partic-
in relation to high temperature wear prevention and lubri- ular needs (or doing a different set of tests or using dif-
cation, is that of a compacted oxide layer glaze formation. ferent/own testbed engine). This gives the lubricant mar-
This is the generation of a compacted oxide layer which keter an avenue to differentiate their product by designing
sinters together to form a crystalline 'glaze' (not the amor- it to meet an OEM specification. Often, the OEM carries
phous layer seen in pottery) generally at high tempera- out extensive testing and maintains an active list of ap-
tures, from metallic surfaces sliding against each other (or proved products. This is a powerful marketing tool in the
a metallic surface against a ceramic surface). Due to the lubricant marketplace. Text on the back of the motor oil
6 5 MARKETING
label usually has a list of conformity to some OEM spec- higher specification with previous grade. Typically the
ifications, such as MB, MAN, Volvo, Cummins, VW, efficiency is proved by showing a reduction in energy
BMW or others. Manufactures may have vastly differ- costs to operate the system. Guaranteeing improved ef-
ent specifications for the range of engines they make; one ficiency is the goal of some oil test specifications such
may not be completely suitable for some other. as API CI-4 Plus for diesel engines. Some car/engine
manufacturers also specifically request certain higher ef-
• Performance: ficiency level for lubricants for extended drain intervals.
The lubricant marketer claims benefits for the customer • Operational tolerance:
based on the superior performance of the lubricant. Such
marketing is supported by glamorous advertising, spon- The lubricant is claimed to cope with specific operational
sorships of typically sporting events and endorsements. environment needs. Some common environments in-
Unfortunately broad performance claims are common in clude dry, wet, cold, hot, fire risk, high load, high or low
the consumer marketplace, which are difficult or impos- speed, chemical compatibility, atmospheric compatibil-
sible for a typical consumer to verify. In the B2B mar- ity, pressure or vacuum and various combinations. The
ket place the marketer is normally expected to show data usual thermal characteristics is outlined with SAE vis-
that supports the claims, hence reducing the use of broad cosity given for 100 °C, like SAE 30, SAE 40. For low
claims. Increasing performance, reducing wear and fuel temperature viscosity the SAE xxW mark is used. Both
consumption is also aim of the later API, ACEA and car markings can be combined together to form a SAE 0W-
manufacturer oil specifications, so lubricant marketers 60 for example. Viscosity index (VI) marks viscosity
can back their claims by doing extensive (and expensive) change with temperature, with higher VI numbers being
testing. more temperature stable.
• Longevity: • Economy:
The marketer claims that their lubricant maintains its per- The marketer offers a lubricant at a lower cost than ri-
formance over a longer period of time. For example, in vals either in the same grade or a similar one that will
the consumer market, a typical motor oil change inter- fill the purpose for lesser price. (Stationary installations
val is around the 3,000–6,000 miles (5,000–10,000 km). with short drain intervals.) Alternative may be offering
The lubricant marketer may offer a lubricant that lasts a more expensive lubricant and promise return in lower
for 12,000 miles (19,000 km) or more to convince a user wear, specific fuel consumption or longer drain intervals.
to pay a premium. Typically, the consumer would need (Expensive machinery, un-affordable downtimes.)
to check or balance the longer life and any warranties of-
fered by the lubricant manufacturer with the possible loss • Environment friendly:
of equipment manufacturer warranties by not following
its schedule. Many car and engine manufacturers support The lubricant is said to be environmentally friendly. Typ-
extended drain intervals, but request extended drain in- ically this is supported by qualifying statements or con-
terval certified oil used in that case; and sometimes a spe- formance to generally accepted approvals. Several or-
cial oil filter. Example: In older Mercedes-Benz engines ganizations, typically government sponsored, exist glob-
and in truck engines one can use engine oil MB 228.1 for ally to qualify and approve such lubricants by evalu-
basic drain interval. Engine oils conforming with higher ating their potential for environmental harm. Typi-
specification MB 228.3 may be used twice as long, oil of cally, the lubricant manufacturer is allowed to indicate
MB 228.5 specification 3x longer. Note that the oil drain such approval by showing some special mark. Exam-
interval is valid for new engine with fuel conforming car ples include the German “Blue Angel”, European “Daisy”
manufacturer specification. When using lower grade fuel, Eco label, Global Eco-Label “GEN mark”, Nordic,
or worn engine the oil change interval has to shorten ac- “White Swan”, Japanese “Earth friendly mark”; USA
cordingly. In general oils approved for extended use are “Green Seal”, Canadian “Environmental Choice”, Chi-
of higher specification and reduce wear. In the industrial nese “Huan”, Singapore “Green Label” and the French
market place the longevity is generally measured in time “NF Environment mark”.
units and the lubricant marketer can suffer large financial
penalties if their claims are not substantiated. • Composition:
this area are simple marketing buzzwords, since most of become part of crude oil. Again there is considerable re-
them are related to a manufacturer specific process nam- luctance to this use as the additives, soot and wear metals
ing (which achieves similar results than other ones) but will seriously poison/deactivate the critical catalysts in the
the competition is prohibited from using a trademark. process. Cost prohibits carrying out both filtration (soot,
additives removal) and re-refining (distilling, isomerisa-
• Quality: tion, hydrocrack, etc.) however the primary hindrance to
recycling still remains the collection of fluids as refineries
need continuous supply in amounts measured in cisterns,
The marketer claims broad superior quality of its lubri- rail tanks.
cant with no factual evidence. The quality is “proven” by
references to famous brand, sporting figure, racing team, Occasionally, unused lubricant requires disposal. The
some professional endorsement or some similar subjec- best course of action in such situations is to return it to
tive claim. All motor oil labels wear mark similar to the manufacturer where it can be processed as a part of
“of outstanding quality” or “quality additives,” the actual fresh batches.
comparative evidence is always lacking. Environment: Lubricants both fresh and used can cause
considerable damage to the environment mainly due to
their high potential of serious water pollution. Further
6 Disposal and environmental the additives typically contained in lubricant can be toxic
to flora and fauna. In used fluids the oxidation products
can be toxic as well. Lubricant persistence in the envi-
It is estimated that 40% of all lubricants are released
ronment largely depends upon the base fluid, however if
into the environment. Common Disposal methods in-
very toxic additives are used they may negatively affect
clude Recycling, burning, landfill and discharge into wa-
the persistence. Lanolin lubricants are non-toxic making
ter, though typically disposal in landfill and discharge
them the environmental alternative which is safe for both
into water are strictly regulated in most countries, as
users and the environment.
even small amount of lubricant can contaminate a large
amount of water. Most regulations permit a threshold
level of lubricant that may be present in waste streams
and companies spend hundreds of millions of dollars an- 7 Societies and industry bodies
nually in treating their waste waters to get to acceptable
levels. • American Petroleum Institute (API)
Burning the lubricant as fuel, typically to generate elec- • Society of Tribologists and Lubrication Engineers
tricity, is also governed by regulations mainly on account (STLE)
of the relatively high level of additives present. Burning
generates both airborne pollutants and ash rich in toxic • National Lubricating Grease Institute (NLGI)
materials, mainly heavy metal compounds. Thus lubri-
• Society of Automotive Engineers (SAE)
cant burning takes place in specialized facilities that have
incorporated special scrubbers to remove airborne pol- • Independent Lubricant Manufacturer Association
lutants and have access to landfill sites with permits to (ILMA)
handle the toxic ash.
• European Automobile Manufacturers Association
Unfortunately, most lubricant that ends up directly in the (ACEA)
environment is due to general public discharging it onto
the ground, into drains and directly into landfills as trash. • Japanese Automotive Standards Organization
Other direct contamination sources include runoff from (JASO)
roadways, accidental spillages, natural or man-made dis-
asters and pipeline leakages. • Petroleum Packaging Council (PPC)
• Tribology and Lubrication Technology • Boughton and Horvath, 2003, Environmental As-
• Fuels & Lubes International sessment of Used Oil Management Methods, Envi-
ronmental Science and Technology, V38
• Oiltrends
• I.A. Inman. Compacted Oxide Layer Formation
• Lubes n’ Greases
under Conditions of Limited Debris Retention at
• Compoundings the Wear Interface during High Temperature Slid-
• Chemical Market Review ing Wear of Superalloys, Ph.D. Thesis (2003),
Northumbria University, ISBN 1-58112-321-3
• Machinery lubrication
• Mercedes-Benz oil recommendations, extracted
from factory manuals and personal research
9 See also • Measuring reserve alkalinity and evaluation of wear
dependence
• Castor oil
• Testing used oil quality, list of possible measure-
• Grease (lubricant) ments
• Motor oil
11 External links
• Oil analysis
• SAE-ISO-AGMA viscosity conversion chart
• Penetrating oil
• Chart of API Gravity and Specific gravity
• Personal lubricant
• Tribology
10 References
10.1 Notes
[1] Thorsten Bartels et al. “Lubricants and Lubrication” in
Ullmann’s Encyclopedia of Industrial Chemistry, 2005,
Weinheim. doi:10.1002/14356007.a15_423
10.2 Sources
• API 1509, Engine Oil Licensing and Certification
System, 15th Edition, 2002. Appendix E, API Base
Oil Interchangeability Guidelines for Passenger Car
Motor Oils and Diesel Engine Oils (revised)
9
12.2 Images
• File:Commons-logo.svg Source: https://upload.wikimedia.org/wikipedia/en/4/4a/Commons-logo.svg License: CC-BY-SA-3.0 Contribu-
tors: ? Original artist: ?
• File:Question_book-new.svg Source: https://upload.wikimedia.org/wikipedia/en/9/99/Question_book-new.svg License: Cc-by-sa-3.0
Contributors:
Created from scratch in Adobe Illustrator. Based on Image:Question book.png created by User:Equazcion Original artist:
Tkgd2007
• File:Wiktionary-logo-en.svg Source: https://upload.wikimedia.org/wikipedia/commons/f/f8/Wiktionary-logo-en.svg License: Public
domain Contributors: Vector version of Image:Wiktionary-logo-en.png. Original artist: Vectorized by Fvasconcellos (talk · contribs),
based on original logo tossed together by Brion Vibber