Long-Term Trends in Industrial Lubricant Additives 629
3. Compared with lubrication by circulating oil, grease lubrication does not provide a mecha-
nism for heat removal, and the reserve of lubricant is much less.
Another difference between lubricating oils and greases, in terms of additive use, is that lubricating
greases can more readily utilize solid additives. Although attempts have been made to suspend vari-
ous dispersions of solid additives in lubricating oils, such lubricants generally suffer from a tendency
to separate or plug lters. However, the semisolid consistency of greases is such that they can easily
keep ne solid lubricants, such as graphite and molybdenum disul de, suspended inde nitely.
The types of additives used in greases are listed in Table 24.6 along with corresponding test
methods used to evaluate the performance properties these additives impart to the grease. Some
of the additives mentioned in Table 24.6 are used much less frequently than in the past with the
increasing HSE concerns over the use of heavy metals, chlorinated compounds, and components
that may react to give potential carcinogens. National Health Safety and Environment (HSE) regu-
lations as well as equipment manufacturer requirements are making the selection and treat rate of
additive components a challenging process. See Section 24.6.3 for more details.
24.6.2.1 Rust and Oxidation Inhibitors
Greases for lightly loaded and high-speed applications rely on elastohydrodynamic lubrication and
generally require only rust and oxidation inhibitors and antiwear additives. The types of additives
used to achieve these performance properties are similar to those used in lubricating oils (Table 24.6).
As mentioned earlier, the additives may be used at higher percentages in lubricating grease than are
typically used in lubricating oils.
Unlike oil formulators, grease formulators are not restricted to performance additives that give
clear and bright solutions in oil. Even insoluble additives, such as sodium nitrite and sodium seba-
cate, have been used as rust inhibitors in greases. A drawback of solid additives is that they can
contribute to higher noise levels in grease-lubricated bearings [51].
24.6.2.2 Antiwear and Extreme-Pressure Additives
For mobile equipment and industrial bearings in which heavier loads are involved and the oil lm may
not be suf cient to prevent metal-to-metal contact, EP and antiwear additives, such as those listed in
Table 24.6, are used. These additives include most of the types used in EP gear oil formulations.
As indicated by the EP test methods listed in Table 24.6, there are several methods for measur-
ing the EP properties of greases. These test methods differ in the way that they evaluate antiwear
and EP performance, and, therefore, it is desirable to develop grease formulations that perform well
in all these test methods when designing multipurpose industrial greases. This is usually accom-
plished by using more than one additive and taking advantage of synergistic effects between the
additives [52]. It has been reported that the performance of some EP additives may be affected by
the temperature at which they are added to the grease. For example, the Timken OK load (ASTM D
2509) of a lithium base grease appeared to increase from 35 to 55 lb when the temperature of addi-
tion of the sulfurized ole n EP additive was raised from 90 to 120°C [53].
Applications in which shock loading may occur, such as the bearings of large shovels and certain
conveyor bearings, the rapid application of load could cause scoring of metal surfaces before soluble
EP additives could react to form a sacri cial layer. Solid lubricants are used in such applications to
provide a physical separation of metal surfaces during shock loading. Such lubricants are usually
nely dispersed solids, which have the ability to form lms on metal surfaces that decrease sliding
friction. Various solid lubricants that have been used in lubricating greases are listed in Table 24.6.
Perhaps, the two most commonly used solid lubricants in greases are graphite and molybdenum
disul de. Synergistic EP effects between these two solid lubricants have been exploited in greases
and open gear lubricants for a number of years [54]. It has also been claimed that the EP/antiwear
performance of graphite can be enhanced by the treatment of graphite with polar agents such as
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