Several factors should be taken into account when determining how well a lubricant will work at colder temperatures and the probability of gelling at these temperatures. These include the base oil, wax content, pour point and the base oil’s refining process. All of these will have a marked impact on gelation and the lubricant’s cold-temperature characteristics.
If your equipment is operating in extreme cold temperatures, you should consider the base oil used in the lubricant. Mineral base oils have a wide operating temperature range but are often discarded in favor of comparable lubricants with a synthetic base oil. Synthetic oils generally have a higher viscosity index, which means they will remain more fluid in cold conditions and thicker in hotter temperatures.
For machines that require mineral oils, take note of the API base oil category or how refined the base oil is. Crude oils from the ground naturally have a bit of wax in them, which can negatively affect the oil’s tendency to gel in cold temperatures. The majority of this wax can be removed through refining. During the dewaxing process, the wax content is reduced or the wax structure is converted to a different structure with better properties. The cold-temperature characteristics are also improved. Typically, the more refined a base oil, the higher the viscosity index and the better the low-temperature properties.
API base oil Groups II and III have lower volatility and lower pour points. When in doubt about which API group a particular base oil falls into, contact the oil manufacturer or consult the technical data sheets.
An oil’s pour point is another property that should be analyzed before selecting a lubricant to be used in cold environments. The pour point is the temperature at which the oil will no longer flow due to gravity. As an oil is cooled, waxes remaining in the oil begin to crystalize and congeal together, making the fluid more solid until it stops flowing. Even oils that are virtually free of wax will have a pour point associated with them. If choosing a lubricant for a machine that will operate in extremely cold environments and there are several oils with the same properties except for the pour point, pick the one with the lowest pour point to avoid issues stemming from reduced flow at cold temperatures.
Synthetic base oils are synthesized from different compounds and mostly have no waxes in them. They also have a lower pour point than mineral oils and are often selected for cold environments due to their higher viscosity index and lower pour point. However, synthetic base oils are still at risk of gelation if they become contaminated with certain contaminants such as water and glycol. Routine oil analysis should be performed to look for these common culprits.
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