Passenger Car Engine Oil: Introduction and Outline

Download as pdf or txt
Download as pdf or txt
You are on page 1of 18

Performance you can rely on.

Passenger car engine oil

InfineumInsight.com/Learn

1 © 2018
2018
© 2017 Infineum
Infineum International
International Limited.
Limited. All Rights
All Rights Reserved.
Reserved. 2018012.
2017160.
2018012.

Performance you can rely on.

Introduction and outline

• The components of a PCEO additive package

• API SN, SN-RC and ILSAC GF-5 specifications

• The PCEO market and future trends

2 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Overarching formulation considerations

• ACC Code of Practice, ATC Code of Practice, API EOLCS guidelines,


and ATIEL guideline
• Desired performance level or specifications
• Viscosity grade coverage
• Customer / oil company requirements
• OEM requirements including factory fill or service fill applications
• Base stock availability and quality
• Component and viscosity modifier (VM) technology

3 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

What goes into a finished PCEO?

Base stock, 72-89%(m)

Additive package, 5-12%(m)

Viscosity modifier, 5-15%(m)

Pour point depressant, <1%(m)

4 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

What goes into a PCEO additive package?

Component Function Typical type


Suspension of soot, sludge, and
Dispersant PIBSA/PAM
deposit precursors
calcium or magnesium based
Prevention of rust, corrosion, and
Detergents sulphonates, phenates, and
deposit adhesion
salicylates
ZDDP, diphenylamine,
Prevention of oxidation via radical
Antioxidants hindered phenols, metal
traps and peroxide decomposition
and/or sulfur-based
Prevention of surface microwelding
Anti-wear agents ZDDP
and tearing

short-chain organic acids,


Friction modifiers Reduction of boundary layer friction
‘solid’ lubricants

Reduction in foaming tendency and


Anti-foamant polydimethylsiloxane
stability

5 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

API SN, SN-RC and ILSAC GF-5 engine tests

Test Parameter Engine description


Sequence IIIG 1996 GM 3.8L
Oxidation and deposits control
OR Sequence IIIH 2012 FCA 3.6L
Sequence IIIGA 1996 GM 3.8L
Aged oil viscosity
OR ROBO Bench
Sequence IIIGB* 1996 GM 3.8L
Phosphorous retention
OR Sequence IIIHB* 2012 FCA 3.6L

Sequence IVA Wear control 1994 Nissan 2.4L

Sequence VG Sludge and varnish control 2000 Ford 4.6L

Bearing corrosion resistance and Coordinated Lubricants Research


Sequence VIII
shear stability (CLR) 0.7 single cylinder

Sequence VID* Fuel economy 2009 GM 3.6L

*Sequence VID and Sequence IIIGB/IIIHB required only for API SN-RC/ILSAC GF-5
# ROBO Test (Romaszewski Oil Bench Oxidation test).

6 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

API and ILSAC gasoline specifications

Sequence VIB Sequence VID


Sequence VIII Sequence VIII
Sequence VG Stringent Limits Sequence VG
Sequence IVA Sequence IVA
Sequence IIIG Stringent Limits Sequence IIIG
Sequence IIIGA Sequence IIIGA

Sequence IIIGB

P & S content P & S content


TEOST MHT TEOST MHT
Ball Rust Test
Ball Rust Test
NOACK + VGC
NOACK + VGC
EOFT + EOWT
EOWT + EOFT Foam + HTFoam
Foam + HTFoam Miscibility TEOST 33C
Miscibility E85 Emulsion
Elastomers

7 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Specification evolution – ILSAC GF-4 to GF-5

Parameter Units GF-4 GF-5


Fuel Economy
Fuel economy [%] Seq. VIB Seq. VID
Deposits
Seq. IIIG piston deposits > 4.0
[merits] > 3.5
OR Seq. IIIH piston deposits > 3.7
TEOST 33C [mg] < 30 (ex. 0W-20)
Emissions System Compatibility
Seq. IIIGB phosphorus retention > 79
[%]
OR Seq. IIIHB phosphorus retention > 81
Sludge
Seq. VG Engine Sludge [merits] >7.8 >8.0
Seq. VG Rocker Sludge [merits] >8.0 >8.3
Seq. VG Oil Screen Clogging [%] <20 <15
Other
Used oil low temperature pumpability [cP] Seq. IIIGA Seq. IIIGA or ROBO
E85 emulsion retention [%] =100%
Elastomer compatibility 5 materials

8 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Sequence IIIG/IIIH

PASS
Evaluates viscosity increase, piston deposits, and
valve train wear during high temperature conditions

FAIL

Parameter Units Seq. IIIG Seq. IIIH


KV40 increase [%] ≤ 150 ≤ 150
Avg. weighted piston deposits [merits] ≥ 4.0 ≥ 3.7
Avg. cam + lifter wear [µm] ≤ 60 -
Hot stuck rings [#] =0 =0
9 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Sequence IIIGA (and ROBO)

• Evaluates the low temperature performance of used oil


• Seq. IIIGA utilizes used oil previously evaluated in the Seq. IIIG
• ROBO (Romaszewski Oil Bench Oxidation) intended to simulate oxidation
of fresh oil in the Seq. IIIG on the bench scale to improve efficiency in oil
qualification
– Oil oxidized with NO2 and air for 40h at 170°C in the presence of iron catalyst
• Both Seq. IIIGA and ROBO evaluated against the same criteria:

Parameter Units GF-5 Limit


≤ 60,000
MRV apparent viscosity at EOT [cP]
(at original or next highest viscosity grade)
MRV yield stress at EOT [Pa] < 35

10 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Sequence IVA

• Evaluates a lubricant’s performance in resisting camshaft lobe wear in an


overhead camshaft engine
• Engine speed alternates between 800 RPM and 1500 RPM for 1h, for
100 cycles
Parameter Units GF-5 Limit
Cam wear, average [µm] ≤ 90

PASS FAIL

11 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Sequence VIII

• Evaluates a lubricant’s performance in resisting copper-, lead-, or tin-


bearing corrosion and measures shear stability
Parameter Units GF-5 limit
Bearing weight loss [mg] ≤ 26
= stay in
Shear stability
grade

PASS FAIL

12 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Sequence VG

• Evaluates a lubricant's ability to prevent sludge PASS FAIL


and varnish formation
Parameter Units GF-5 limit
Engine sludge, average [merits] ≥ 8.0
Rocker cover sludge, average [merits] ≥ 8.3
Engine varnish, average [merits] ≥ 8.9
Piston skirt varnish [merits] ≥ 7.5
Oil screen sludge [%] ≤ 15
Hot stuck compression rings [#] =0
Cold stuck rings [#] report
Oil screen clogging [%] report
Oil screen debris [%] report

13 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Sequence VID

• Evaluates the effect of engine oil on the fuel economy of passenger cars
and light-duty trucks
• Procedure:
– Fuel consumption is measured twice at each of 6 speed/load/temperature test
conditions for SAE 20W‐30 baseline oil (BL)
– The candidate oil is introduced and aged for 16 hours at aging conditions. Fuel
consumption is measured for each of the 6 test conditions
– The candidate oil is aged for an additional 84 hours. Fuel consumption is
measured for each of the 6 test conditions and followed by a repeat of the BL
oil at the 6 test conditions. Candidate fuel economy results reported relative to
the BL
SAE Grade FEI2 Limit [%] FEISUM Limit [%]
xW-20 ≥ 1.2 ≥ 2.6
xW-30 ≥ 0.9 ≥ 1.9
10W-30 ≥ 0.6 ≥ 1.5

14 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

API SN PLUS, SN PLUS - RC

• Request from 10 automakers to come up with a supplemental standard to the


current API SN gasoline engine oil spec to address low-speed pre-ignition
(LSPI) problem in turbocharged direct injection gasoline engines.
• On November 9, 2017, API Lubricants Standards Group approved the
adoption of SN PLUS.
• Addition of Sequence IX (Ford LSPI) test to API SN and modified API Donuts
are the only direct changes.
• Oils satisfying API SN PLUS, SN PLUS - RC can also effectively lubricate
engines calling for API SN, SN-RC or ILSAC GF-5

15 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

API SN PLUS, SN PLUS - RC and ILSAC GF-5


engine tests
Test Parameter Engine description
Sequence IIIG 1996 GM 3.8L
Oxidation and deposits control
OR Sequence IIIH 2012 FCA 3.6L
Sequence IIIGA 1996 GM 3.8L
Aged oil viscosity
OR ROBO Bench
Sequence IIIGB* 1996 GM 3.8L
Phosphorous retention
OR Sequence IIIHB* 2012 FCA 3.6L

Sequence IVA Wear control 1994 Nissan 2.4L

Sequence VG Sludge and varnish control 2000 Ford 4.6L

Bearing corrosion resistance and Coordinated Lubricants Research


Sequence VIII
shear stability (CLR) 0.7 single cylinder

Sequence VID* Fuel economy 2009 GM 3.6L

Sequence IX Low speed pre-ignition 2016 Ford 2.0L

*Sequence VID and Sequence IIIGB/IIIHB required only for API SN PLUS - RC/ILSAC GF-5
# ROBO Test (Romaszewski Oil Bench Oxidation test).

16 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Sequence IX

• Fired engine dynamometer lubricant test which evaluates the ability of a


test lubricant to reduce pre-ignition events
• Test sequence (each 175000 cycles) repeated for 4 test iterations
• LSPI events are defined as outliers of peak pressure (PP) and crank
angle location of 2% mass fraction burned (MBF02) data.
• Limit on total number of LSPI events across all 4 cylinders averaged over
4 iterations

Parameter Units SN PLUS Limit

Average total number of LSPI events # ≤5

17 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

The PCEO market and future trends

18 © 2017
2018 Infineum International Limited. All Rights Reserved. 2017160.
2018012.
Performance you can rely on.

NA viscosity grade trends

*Infineum estimate

• SAE 5W-30
– Is currently the highest proportion viscosity grade
– Has begun to decline in favor of other ‘lighter’ viscosity grades such as SAE 0W
and 5W-20, which are growing about 10-20%/y
• SAE 0W-20
– Several OEMs now recommend SAE 0W-20 engine oils in most engines including
Toyota, Honda and now General Motors
– Requires a minimum of all Group III basestock, increases cost
– Generally marketed as a mid-tier or premium product at retail
outlets and quick lubes
19 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

NA viscosity grade trends

*Infineum estimate

• For historical reference, SAE 10W-30 represented over 50% of all oil
sold in 2000 to approximately 10% today. It takes a long time for new
grades to integrate into the market
• Other viscosity grades are hard to find as retailers stock high value
mid-and top-tier products
– SAE xW-16 is the newest viscosity grade allowed. No significant demand
is expected in NA for few years and likely won’t be recommended until
ILSAC GF-6 is implemented
20 © 2018 Infineum International Limited. All Rights Reserved. 2018012.
Performance you can rely on.

NA market segmentation

• ‘Conventional API SN | ILSAC GF-5’


includes synthetic blends sold in the
conventional tier
• ‘Mid Tier’ includes mostly SAE 0W-20
and dexos1TM and premium brand
synthetic blends only. It excludes
estimate for some volume of
SAE 0W-20 and dexos1TM volume
sold as top tier. Infineum sees mid tier as
the fast growing segment!
• ‘High Mileage’ quality varies from
API SJ/SL to API SN | ILSAC GF-5
• ‘Top Tier’ includes only premium
brands and European PCDO *Infineum estimate

• ‘API SL and below’ includes API SA – API


SL, and primarily API SA/SF/SL

21 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Market segmentation – conventional


and mid tier
• Conventional
– Very competitive segment.
Bulk oil accounts for majority of oil sold:
– Synthetic blend conventional
oils do not guarantee premium
performance

• Mid Tier
– High mileage oils dominate,
but their share is flat
– Green oils (biostocks and re-refined)
are still very small
– Synthetic blends carry lower market premium to retailers *Infineum estimate

than premium full synthetics

22 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Market segmentation – mid tier


and premium segment
• The premium market segment is:
– Dominated by several major brands at over 90% of the segment
– A profitable segment for marketers in which brand and premium
approvals/performance claims provide value to the end consumer
– Growth has slowed significantly as mainline products improve in quality and
certain SAE 0W-20 and dexos1™ move into a growing mid tier segment that
includes full or near full synthetic oils
– This new mid tier will be the fastest growing market segment
– Premium full synthetic oils will need to find innovative ways to differentiate
against mid tier products
• Longer drain intervals (such as value/convenience proposition)
• New performance claims, such as cleaner engines
• Additional performance claims including passenger car diesel performance

23 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

General Motors and dexos™

• GM created harmonized specifications to improve efficiency and cost


while ensuring consistent quality among suppliers
• dexos1™ for • dexos2™ for
gasoline engines diesel engines

• dexos1™ includes elements of ILSAC GF-5 (more stringent) and ACEA A


in addition to GM/OPEL engine tests
• GM licenses use of dexos™ trademark separately from the API Service
Symbol (‘donut’) and Certification Mark (‘starburst’), and the marketer
incurs an annual licensing and royalty fee based on their market share
• dexos1™ program costs about 3-4x an ILSAC GF-5 approval
• Mandatory use of dexos1TM:2015 was August 31, 2017
– To include Low Speed Pre-Ignition (LSPI) protection
– New dexos1TM Gen 2 trademark

24 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

ILSAC GF-6: A quick overview

Two categories proposed, based on viscosity grades

ILSAC GF-6A
SAE XW-20 and XW-30
ILSAC GF-6B
SAE 0W-16
?
HTHS Viscosity >= 2.6 mPa•s HTHS Viscosity 2.3-2.6 mPa•s
Current ILSAC GF-5 grades Fuel economy grade (Below SAE 20)

• ILSAC GF-6A and GF-6B will have same performance requirements except
for the fuel efficiency test – Seq. VIE for GF-6A; Seq. VIF for GF-6B
– Seq. VIF utilizes a lower temperature than the Seq. VIE in 4 of the 6 stages
• Need to differentiate ILSAC GF-6A oils from GF-6B oils to avoid
misapplication
– ILSAC GF-6A oils will contain current Starburst symbol; ILSAC wants a different
symbol for GF-6B oils, but need marketers’ consensus

25 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

ILSAC GF-6: An unprecedented challenge

• ILSAC GF-6 will contain 4 replacement engine tests and 3 new engine tests.
– Most done previously was 4 replacement tests in ILSAC GF-3
• This has placed a lot of strain on test labs and the rest of the industry, resulting
in significant delays in test development and completion of category
ILSAC GF-5 ILSAC GF-6A/B
Sequence IIIG 1996 GM 3.8L Sequence IIIH 2012 FCA 3.6L
Sequence IVA 1994 Nissan 2.4L Sequence IVB 2010 Toyota 1.5L
Sequence VG 2000 Ford 4.6L Sequence VH 2013 Ford 4.6L
Sequence VID 2009 GM 3.6L Sequence VIE 2012 GM 3.6L
Sequence VIII CLR Test 0.7L Sequence VIII CLR Test 0.7L
Sequence VIF 2012 GM 3.6L
Sequence IX 2016 Ford 2.0L
Sequence X 2016 Ford 2.0L

First Allowable Use possibly in 2020

26 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Engine map of ILSAC GF-6 tests

Sequence X
Chain Extension Sequence IVB
Cam & Lifter Wear

Sequence IX
Pre-ignition Sequence VIE/F
Fuel Economy

Sequence VH Sequence IIIH


Sludge Control Piston Cleanliness
Sequence VIII
Bearing Corrosion

27 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Summary

• PCEO formulation requires careful component and base stock selection


to achieve balanced performance in combination engine and bench tests
defined by a specification

• API SN PLUS will address automakers’ concerns about low speed pre-
ignition problem in turbocharged direct injection gasoline engines

• The NA market continues to experience segmentation due to diverging


OEM needs, engine platforms, and consumer preferences

• ILSAC GF-6 will deliver improved fuel economy and more robust engine
protection, similar to its predecessors

28 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Appendix

29 © 2017
2018 Infineum International Limited. All Rights Reserved. 2017160.
2018012.

Performance you can rely on.

Detergents

Background Many configurations available including:


• Salicylates, phenates, and sulphonates
• Neutral and highly overbased
• Magnesium and/or calcium
Formulation 1. Mixture of detergents generally used to provide an balance of
considerations attributes
2. Neutral provide detergency for piston cleanliness while
overbased provide a source of alkalinity reserve
3. Sulfonates more effective at lower temperature (piston skirt)
while phenates more effective at higher temperature (piston
crown)
4. Salicylates provide detergency and antioxidant protection, and
their low sulfur content enables greater flexibility in restricted
formulations
5. Metal variety can affect wear performance
6. Source of ash, a restricted parameter in some applications

30 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Dispersants

Background Many configurations available including:


• High and low molecular weight
• Chloro or thermal
• Borated or non-borated
Formulation 1. Concentration and type chosen to provide:
considerations • Sludge and filter plugging control
• Piston and engine cleanliness
• Control of soot-induced oil thickening
2. Contributes significantly to additive package and finished oil
viscosity, so high treat rates can be detrimental to fuel economy
performance
3. Detrimental to CCS viscosity
4. Chloro-dispersant contains residual chlorine, a restricted
parameter in some applications
5. May be detrimental to compatibility with certain elastomers
6. Borated dispersants are beneficial in wear and elastomer
compatibility, at the expense of sludge control efficiency

31 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

ZDDP

Background Many configurations available including:


• High or low molecular weight
• Primary or secondary

Formulation 1. Provide dual-functionality as both an antioxidant and antiwear


considerations component
2. Lower molecular weight provides better wear protection while
higher molecular weight provides better thermal stability
3. Secondary provides better wear protection while primary
provides better thermal stability
4. Source of ash, a restricted parameter in some applications
5. Contribute phosphorous, a controlled parameter for emissions
system protection
6. Highly efficient and cost-effective

32 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Antioxidants and Friction Modifiers

Antioxidants
Background Several options available beyond ZDDP including:
• Aminic and phenolic
• Metal – and/or sulfur-based
Formulation 1. Response of oil to oxidation varies significantly by engine test, so
considerations a combination of antioxidants typically used to achieve
performance
Friction Modifiers
Background Several options available including:
• Organic
• Inorganic
Formulation 1. Some are highly surface active and can detrimentally impact wear
considerations performance
2. Organic FMs may cause stability issues in the additive package or
finished oil

33 © 2018 Infineum International Limited. All Rights Reserved. 2018012.

Performance you can rely on.

Viscosity Modifiers

Background Many options available including:


• OCP, PMA, styrene/isoprene copolymer
• Functionalized (dispersant) or non-functionalized

Formulation 1. Exhibit different degrees of temporary and permanent viscosity


considerations loss in high-shear operating conditions
2. Exhibit different contributions to low temperature performance
3. Typically detrimental to engine cleanliness
4. Selection of VM may benefit fuel economy
5. VM diluent contributes to finished oil volatility

34 © 2018 Infineum International Limited. All Rights Reserved. 2018012.


Performance you can rely on.

Permission is given for storage of one copy in electronic means for reference purposes. Further reproduction of any
material is prohibited without prior written consent of Infineum International Limited.

The information contained in this document is based upon data believed to be reliable at the time of going to press and
relates only to the matters specifically mentioned in this document. Although Infineum has used reasonable skill and
care in the preparation of this information, in the absence of any overriding obligations arising under a specific contract,
no representation, warranty (express or implied), or guarantee is made as to the suitability, accuracy, reliability or
completeness of the information; nothing in this document shall reduce the user’s responsibility to satisfy itself as to the
suitability, accuracy, reliability, and completeness of such information for its particular use; there is no warranty against
intellectual property infringement; and Infineum shall not be liable for any loss, damage or injury that may occur from
the use of this information other than death or personal injury caused by its negligence. No statement shall be
construed as an endorsement of any product or process. For greater certainty, before use of information contained in
this document, particularly if the product is used for a purpose or under conditions which are abnormal or not
reasonably foreseeable, this information must be reviewed with the supplier of such information.

Links to third party website from this document are provided solely for your convenience. Infineum does not control
and is not responsible for the content of those third party websites. If you decide to access any of those third party
websites, you do so entirely at your own risk. Please also refer to our Privacy Policy.

‘INFINEUM’, the interlocking Ripple Device, the corporate mark comprising INFINEUM and the interlocking Ripple
Device and 润英联
are trademarks of Infineum International Limited.

© 2018 Infineum International Limited. All rights reserved.

© INFINEUM INTERNATIONAL LIMITED 2018. All Rights Reserved. 2018012.

You might also like