How to make a lotion – THEORY pt.2

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My Lab Notes: The “Dance” of the Three Phases

Hello Hello! 😀 I’ve spent so much time reading about lipids and polymers, but there is nothing quite like the moment when theory actually turns into a cream in my beaker! It feels like a little bit of magic every time.

I’ve been looking over my process, and I’ve realized that I always follow a very specific “rhythm” to make sure my emulsions don’t fall apart. In my lab, I call it the Core Three Phase System.

The Three “Buckets”

I’ve learned the hard way that you can’t just throw everything in at once! Sips water. I always separate my ingredients into three beakers:

  • PHASE A (The Watery Side): The water, glycerin, and gums that need to get hot.

  • PHASE B (The Oily Side): My fats and the emulsifier.

  • PHASE C (The Sensitive Stuff): This is my “cool-down” phase. These are the actives and preservatives that absolutely HATE heat.

My Experience with the “Double Boiler”

One of the biggest lessons I’ve learned is about the Thermal Threshold. I put both beakers (A and B) in the double boiler and wait for them to hit 70°C.

  • Lab Observation: If I get impatient and one phase is colder than the other, it “shocks” the emulsifier. It’s like they don’t want to shake hands! They have to be at the same temperature to bond properly.

The Mixing Moment (High-Shear vs. Spatula)

Once they hit the temperature, I pour B into A. This is the fun part!

  • The Mixer: I use my immersion mixer, but I’ve learned to keep the head submerged. If I lift it even a little, I get those “macrobubbles” that make the cream look like a sponge later. Not a good look! 😉

  • The Patience: Once it turns white and starts to thicken, I put the mixer away and switch to my spatula. This can take 30 minutes of manual stirring while it cools. It’s a great arm workout! But I’ve found that slow, constant stirring makes the final texture much smoother.

The Final Additions

I wait until the beaker feels cool to the touch (below 40°C) before I touch Phase C. I’ve realized that if I add my preservatives or my favorite delicate oils (like Rose Hip) while it’s still hot, I’m basically destroying the very ingredients I spent so much money on!

What I’ve Noticed (My Failure Points)

Even after so many batches, things can still go wrong:

  • The “Soap” Effect: Sometimes a cream leaves a white trail on the skin. I’ve noticed this happens when my thickener-to-emulsifier ratio is a bit “off.”

  • Separation: Usually, if a batch separates, I can trace it back to me being too fast with the temperature or a miscalculation in the HLB.

It’s a journey of trial and error, and honestly, every batch is a new chance to learn something about how these materials behave. It’s all in my hands! 😉

HAVE A GREAT DAY! 😄

24 thoughts on “How to make a lotion – THEORY pt.2”

  1. I am impressed by the quality of information on this website. There are a lot of good resources here. I am sure I will visit this place again soon.

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  2. How do I measure water and other liquids in grams? Thanks a lot for a very informative site.

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    1. Hello Nina!
      When you formulate a recipe, all the cosmetic ingredients which you purchase have a functional quantity they need to reach in order to “work correctly” (just think of the preservative: it needs to be added at a very specific %) therefore we need to make sure that whenever we formulate, we formulate for 100 grams of product.
      Only this way we can be sure that all the ingredients we added in our cream are at the correct percentage and are going to work.
      So this is how you proceed:
      you formulate just writing “water (to reach) 100”, then you add all the ingredients which you want to add in your formula writing the percentage you are going to use in your recipe.
      At the very end, you calculate 100 minus the sum up of all the ingredients quantities.
      Sounds more difficult than it actually is 🙂
      For example, let’s say this is my super simple formula:
      – water to 100
      – glycerin 5
      – gelling agent 0.5
      – oils 10
      – emulsifiers 3
      – preservative 0.5
      I will sum up all the quantities of the other ingredients (5+0.5+10+3+0.5 = 19) and then do:
      100 – 19 = 81
      And 81 grams will be the grams of water needed in the recipe.
      The reason why we calculate the water in the very end is because we cannot know in the beginning how much water we need to “reach 100 grams” (which is the same as saying “to reach 100%).

      Needless to say, if you need to do more than 100 grams, you just need to multiply all the quantities (for example, if you want to make 500 grams of cream, you multiply all per 5) 🙂
      Was it clear? 🙂

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      1. Yes, it is clear and thank you for a reply. This might be a silly question but do I measure water in grams on the scale even though it is liquid?

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      2. It is not a silly question but YES, you measure it like that! 🙂
        All the ingredients are measured on the scale, no “milliliters” allowed 🙂 Only grams.

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  3. Well, I made your Hyaluronic Acid Serum yesterday, measured ph very carefully several times 🙂 and it feels very well on the skin. I am so excited! Now I would like to make that zombie eye gel (already ordered all ingredients) but I see that I have to heat it up and that concerns me 🙂
    Thank you so much for sharing your experience! This is so exiting!

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    1. Aaah ok! For the caffeine! 🙂
      Well don’t worry: you just have to warm up the water to allow the caffeine to melt properly. That’s all. It won’t need to become too hot and it is a very simple thing to do 🙂

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  4. Can I mix two active ingredients in my lotion…like I want to make hydroquinone (5%) and kojic acid(3%) cream…. can I do that?

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    1. Hi Sana.
      You CAN mix active ingredients however you should check the suggested % of each ingredient and you should try to formulate in the way that active ingredients will work in sinergy.
      I think the suggested % for hydroquinone is 0.1% (unless you are not using the pure substance).
      About acids… You should create a system that will support them: what is going to be the pH of your cream if you use 3% kojic acid? How are you going to adjust the pH? (Which base will you use?)
      Ask yourself questions like “how is hydroquinone going to behave in an acid environment?
      If you find that your actives don’t agree with each other, make two different creams each with synergy actives 🙂
      Hope this helped!

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  5. When stick blending, I often stickblending for 1-2 minutes then rest, stir occasionally and then stickblending for another 1 minute then rest, stir and wait till 45oC. Then I add cool down phase and stickblend it again for 1 minute and then stir occasionally then wait till it reachs <30oC. Then I pour into container. Do you think this method will make emulsion more stable or what?

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    1. Hello! 🙂
      I don’t use to mix for entire minutes in a row so I cannot say how many minutes I mix, however what is ESSENTIAL is that you keep mixing with a spatula (or, if you can, with a low speed mixer) until the cool down. THIS will improve the stability of the emulsion, otherwise it might happen that what was emulsified at high temperature, will separate at cool down.
      Just pay attention at one thing: if in your cool down phase you add nanosomes, using a stick blender is not suggested after you add them because it might damage them.
      Otherwise a quick use of the stick blender after the cool down phase is usually a good idea because it improves the appearance of the emulsion and it helps with stability. 🙂
      Hope this helped!

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  6. Hi,

    I’m very happy to come across your website, thank you so much for writing the blogs and sharing your knowledge! I have a question about oil phase add into water phase and it’s never reversed. I find it much easier to pour water phase into oil phase because water is much easier to pour out without leaving much behind in the beaker like oil, and my emulsions have been stable even after couple of months without splitting. So why would that be a must? Thank you for your time.

    Stephanie

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    1. Actually it isn’t that wrong either to do that. There are, however, so.e emulsifiers that require you to do that.
      If you pour water in the oil phase though, it isn’t usually that wrong 🙂

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  7. Apart from active ingredients can I use any presentage of my choice in any other ingredients after measuring the p_100

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  8. First of all, thank you for all the the valuable and well explained information you put on the internet 🙂
    I’ve been having some trouble with a cream I’ve been trying to make recently and I’ve been thinking that the problem might be in the Phase C being too large/oily. Have you got any idea how much oils/oil soluble ingredients I can add after the emulsion is cooled? Does it make a difference whether my Phase C is more oily things or more watery things? For example, some active ingredients need to be dissolved in oil and are heat sensitive so I would need to put them into phase C but then I’ve had problems with some of the oils seperating out of the emulsion after a few days. Any thoughts on this?

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    1. Yes it is very likely that your C phase is too “heavy” to be incorporated once the emulsion has happened. You have to understand that if you use an emulsifying system that needs heating, once it is cooled down it doesn’t really emulsify anything anymore (or almost).
      The best thing you can do is to change your emulsifying system and use one that doesn’t need heating! There are many options out there, just check whether they are sensitive to electrolytes (they might be, though not all the cold-emulsifierd are) and if you have many in your formula… Cause electrolytes might break the emulsion. Hope this helped!

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      1. Thanks, that confirms what I suspected. All emulsifiers I’ve used so far needed to be melted at a temperature that the more heat sensitive oily ingredients couldn’t take so… this makes a lot of sense! Have you got a favourite no-heat emulsifier system that you would recommend?

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      2. I used to use a lot Abil care 85 combined with Tinovis Ade, or Sepigel 305 or Simulgel NS (these are commercial names, not INCI) however nowadays there is really A LOT to choose from and there are even better cold emulsifiers out there. It all depends on the kind of formula you are trying to make and the kind of finish you want to have. Experimenting with emulsifiers is A LOT OF FUN cause they can make or break the formula (I don’t mean it literally here, though it can also be literal sometimes). Some cold emulsifier give a great satin finish, some give a gel-like ultra light texture, some give a rich nurturing finish… It all depends what you want to have as an end product 🙂

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  9. Thank you so much for the advice! Agreed, I really enjoy changing small things (emulsifiers or others) about formulations and seeing what differences they make. I try to only make very small portions of the things I make so I can experiment a bit more! I think I’m gonna invest in some cold emulsifiers and in the 4 weeks it will inevitably take them to get to me (I live in the Canary Islands) I will try making the same cream I’ve been trying to make but without the oil in the cool down phase. If it stays together I know that that was the problem. Wish me luck!

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    1. Update: I made the cream without the phase C (just added my preservative) and it has stayed together perfectly for about 5 weeks now! So that seems to prove my theory. Hooray for experiments! My cold emulsifiers are still on their way, I can’t wait to play with them 😀

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