Metalworking fluid emulsion stability and base oil properties
Emulsion stability is key to metalworking fluid usefulness. Nynas conducted an emulsion stability study comparing the properties of naphthenic and paraffinic type base oils. The study indicates that the naphthenic base oil emulsions display the highest stability.
Introduction
Metalworking fluids ( MWF) are used to aid the process of metal machining, mainly by providing lubrication of the workpiece and tool, by providing cooling and corrosion protection. Many different MWF formulations are needed for the vastly differing needs under varying operating conditions! In metal cutting, the metalworking fluid flow has another very important task, which is breaking and flushing away the chips and swarf as these forms. That explains the prevalence of low viscosity fluids for cutting operations.
Metalworking fluids can be generally categorized as being either emulsions (“coolants”), which mainly cool and protect against corrosion, or neat oils, which can handle better high deformation, severe boundary lubrication and offer improved tool wear protection.
The make- up of a typical metalworking fluid emulsion is a dilution ( hence not a “neat” oil!) of 5 to 10 volume-% mineral oil concentrate in water. This water could be tap water, with whatever water hardness the local source offers, of demineralised ( Demin) or Reverse Osmosis ( RO) water, which is very soft. The mineral oils content is high, typically 60- 70 percent of the concentrate, and the
remainder being oil soluble additives: Emulsifiers, Lubricity additives, Corrosion inhibitors, Biocides, Antifoams and Mist suppressants. Applications for emulsions include use as cutting fluids, corrosion protecting fluids and hot rolling fluids. Emulsions are suitable for high- speed cutting operations where much heat is generated.
Naphthenic base oils provide several advantages to MWF formulations. High solvency allows for the dissolution of high amounts of additives, and contributes to increased emulsion stability. In addition, a lower density difference between naphthenic oil and water compared to paraffinic oils also provides increased emulsion stability, as gravity has less of a density difference to pull on. This also increases emulsion resistance to centrifugal forces during pumping.
Emulsion stability is key to metalworking fluid ( MWF) usefulness- if the emulsion breaks, it has ceased to function. Investigations of the relationship between formulation and emulsion stability thus is a first step towards better understanding of the complex chemistry of a fully formulated MWF. Test variables in the study were base oil type selection, water hardness and emulsifier chemistry and Hydrophile- Lipophile Balance ( HLB) value selection. We sought to understand how the properties of the base oils, especially solvency ( as indicated by the Aniline Point), and the water hardness (° dH) would influence emulsion stability over test period up to one week. A second investigation was made utilizing a semisynthetic formulation giving translucent micro- emulsions with the same base oil slate.
Experimental work
Metalworking fluid emulsions
A metalworking fluid ( MWF) Soluble Oil ( Conventional Oil) emulsion stability study was set up, comparing the properties of a Naphthenic base oil, versus three paraffinic type base oils of similar viscosity, ca. 20 cSt ( 100 SUS) at 40 ° C, see Figure 1. NYNAS T 22 is a good example of the
® quintessential “100/ 100” metalworking fluid oil, having a viscosity of 100 SUS at 100 ° F. As Group I oils we picked a traditional SN 100 oil, and the NYBASE 100, which belongs
® to a new range ( NR) of Group I replacement products. These have been designed to have Kinematic Viscosity ( KV), Viscosity Index ( VI) and Aniline Point ( AP) closely matching those of existing Solvent Neutral Group I base oils. The properties of these new products are described in a previous publication [ 1] and more information is available on www. nynas. com.
The solvency, as indicated by the Aniline Point ( AP), varies across the base oils studies:
1. Naphthenic NYNAS T 22 (~ 100 SUS), AP = 76 ° C
®
2. SN 100, AP = 100 ° C
3. NYBASE 100, AP = 101 ° C
®
4. HP4, a Group II base oil, 20 cSt @ 40 ( 4 cSt @ 100 ° C), AP = 108 ° C
Standard emulsifiers ( surfactants), Span 80 ( Sorbitan monooleate), with a Hydrophile- Lipophile Balance ( HLB) number of HLB 4.3 and Tween 80 ( Polyethylene glycol sorbitan monooleate), HLB 15, were utilized to make nine different blends with HLB: s ranging from 9 to 13, in halfsteps. Butyldiglycol was employed as solubiliser ( coemulsifier, coupling agent).
All emulsion concentrates were of the same oil content, with surfactants to make up the required HLB value. The concentrate was added to the water at ca. 5 v/ v-%, and sonicated at low power for three minutes.
Droplet size distribution experiments
The Soluble oil ( milky) emulsion droplet size distribution ( DSD) was determined at three different times; at mixing, after one day, and again after seven days. The droplet size was measured at high dilution by a Malvern Mastersizer 3000 E.
The droplet size distribution varies over two orders of magnitude, from very small ( 1 μm or less) to close to 100 μm, see Figure 2. The smaller the droplet size, the more stable the emulsion.
In Figure 3, the droplet size distribution statistical mean value is plotted versus HLB. These graphs typically will show an “U”- shaped minimum where the emulsion droplet size is the smallest, and hence at which HLB the most stable emulsions are formed. Similar plots were obtained for the Group I, NYBASE new range Group I
® replacement, and Group II formulations.
An increase in mean droplet size over time is observed: Day 0 ( Blue bar), Day 1 ( Red bar) and Day 7 ( Green bar) in general show increasing value with time ( larger droplet size). Since a gradual increase of droplet size would be the earliest warning sign and the first steps towards coalescence and emulsion break- up, this is very interesting information.
Emulsion phase thickness and stability determination
The emulsion phase thickness was determined by light scattering determination at different time intervals utilizing a Turbiscan LAB, measurements at actual concentration “as- is”. The Turbiscan Stability Index ( TSI) was utilized to characterise emulsion stability. The TSI development during the first ten minutes after sonication is shown for nine samples with HLB from 9.5 to 13. The most stable properties for the NYNAS T
® 22 based emulsion were found around HLB 12, similar to what the droplet side distribution ( DSD) experiment indicated. A good correlation was found between the DSD established, and the TSI calculated from the emulsion phase thickness measurements utilising the Turbiscan instrument, for those oil and emulsifier combinations that gave good ( small) droplet sizes. In Figure 3, the “U- shape” of the DSD is mirrored by the TSI values ( the thin purple line).
Semi- synthetic translucent micro emulsions
As a second phase of the study, we made semisynthetic translucent micro emulsions of the same four base oils. The emulsion concentrate contained 36% water, 30 % base oil, and a range of additives ( 34% in all): Tall Oil Fatty Acid ( TOFA) as the main emulsifier, a nonionic Fatty alcohol alkoxylate as co- emulsifier, aminic bases, steel and yellow metal corrosions inhibitors, coupling agents and a biocide. The concentrate was added to the water at ca. 5 v/ v-%, and sonicated at low power for three minutes.
The resulting semi- synthetic micro emulsion droplet size distribution ( DSD), Figure 5, showed some interesting differences versus the milky Soluble oil emulsion, Figure 2. All four oils, in hard or soft water, display droplet sizes below 10 μm. For the T 22 in soft water ( both on Day 0 and Day 7), most of the droplet sizes are below 1 μm ( the absorption peak below 1 μm). In contrast, in hard water, T 22 displays two peaks, at 0.3 μm and one about 1.3 μm. The SN 100 in hard water displays a broad peak around 0.5 μm ( both Day 0 and Day 7). In soft water, the peak is shifted up towards 0.8 μm and is narrower in shape. The Group II oil ( HP 4) display narrow peaks centred around 1 μm in both hard and soft water. The NYBASE 100 at
®
Day 7 displays broader peaks centred around 1.2 μm, in
Results and discussion
In this study, we set out to investigate different parameters affecting the primary emulsion stability of model metalworking fluids. We could determine the optimal HLB value for the different base oils, and could also observe large differences in emulsion stability. The primary contribution to stability, as demonstrated by a low ( 1 μm or less) mean droplet size, was found to be solvency; the lower the aniline point, the more stable the emulsion formed in the Soluble oil coarse ( milky) emulsion system based on non- ionic emulsifiers. The Naphthenic base oil emulsions display the highest stability, followed by the Group I and Group I replacement base oils, then Group II. The solvency, as indicated by the aniline point ( AP), mirrors this order, and thus apparently plays an important role for emulsion stability in the systems investigated.
The second part of the study was made on semisynthetic formulations, based on anionic and nonionic surfactants. For these samples, the droplet size in general was much smaller, indicating an even higher emulsion stability. The semi- synthetic formulation did display a greater sensitivity towards water hardness, as expected from the anionic surfactant chemistry. The extent and character of this effect was different for the different base oils. The clear bi- phasic nature of the T 22 based translucent micro emulsion in hard water, warrants closer study. Also, the peak area around 10 μm would be expected to grow at longer observation times, and would be interesting to follow. Possibly this is a similar bi- phasic behaviour, but shifter up towards much larger droplet size? However, the general stability trend follows what we found for the milky emulsions: Naphthenic > Group I > Group II.
Conclusions
Two complementary methods for the determination of droplet size were utilised to study emulsion stability: droplet size distribution ( DSD), and light scattering and transmission. The two methods yield comparable results, especially for small droplet sizes (“good” emulsion quality).
We could determine a preferred HLB value for each base oil type, where the optimum conditions for emulsion stability were found. This HLB value was found to be about two ( 2) units higher for the naphthenic base oil compared to the paraffinic Group I and II base oils, and would serve as a rule of thumb recommendation. The droplet size and stability nevertheless was found to be better for the naphthenic base oil systems, showing an inherent difference under these varying conditions.
The key base oil property difference identified was solvency, as expressed by the aniline point. The water hardness played little role in the non- ionic surfactant ( emulsifier) systems, but made a difference in several ways in the semi- synthetic emulsion systems, containing also anionic surfactant.
Increasing the fundamental understanding of important oil and emulsion properties hopefully is a useful tool for formulators and developers in different parts of the world, where water hardness differs and the choice of base oils available may be bewildering!