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Engine LubricantsEU - 2nd VegOil. Lyon, Franceg y26th January 2010
© The Lubrizol Corporation 2009, all rights reserved
Engine Lubricants
• Formulating An Engine Lubricant
• Engine Lubricant DriversEngine Lubricant Drivers
H D t Di l E E i L b i t• Heavy Duty Diesel: European Engine Lubricant Market Structure
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Formulating an engine lubricant
© The Lubrizol Corporation 2009, all rights reserved
What does an engine oil need to do?
Prevent wearEnhance durabilityPrevent wear
Remove
Red ce
contaminants
ClReduce friction
Lubricate Clean
PreventCool
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Transfer heat Prevent corrosion
Where these phenomena occur
Valve train WearValve-train Wear
Piston Deposits Cylinder Wear
p
Oxidation Sludge & Soot
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Oxidation ghandling
Image Source : How Stuff Works Inc. www.howstuffworks.com
A formulation is a recipe for making an oil and includes a
What is a ‘Formulation’?• A formulation is a recipe for making an oil and includes a
number of ‘ingredients’ – Base oils Oil Code 123456Base oils– Additive components– Viscosity modifiers
Viscosity Grade 10W-40
Formulation (%wt)
– Pour-point depressants
A d ill h ifi i
Additive package 12.0%Performance booster 1.0%Viscosity modifier 7.0%Pour point depressant 0 2%• And will have specific properties
– Viscosity gradePerformance
Pour point depressant 0.2%Base oil 1 40.0%Base oil 2 9.8%Base oil 3 30 0%– Performance
– Approvals
Base oil 3 30.0%
ACEA 2004 A3/B3-04Performance claim
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API SL/CFDaimler 229.1Volkswagen 50500
A typical “top tier” oil will be supported by over 20 engine
Measuring Performance• A typical “top-tier” oil will be supported by over 20 engine
test results– Good Oil Co ’s Slippery Extra wouldGood Oil Co. s Slippery Extra would
need at least 22 engine test results tosupport its performance claims:
ACEA A3/B4 7 t t• ACEA A3/B4 7 tests• API SL & CF 5 tests• VW50200 & 50500 ACEA + 4 testsVW50200 & 50500 ACEA + 4 tests• MB229.3 ACEA + 6 tests
– Many specifications use the same engine tests, but may set different pass / fail requirements
• Seq. VG in ACEA A3/B4 and API SL• VW TDI in ACEA A3/B4 VW50500 and MB229 3
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• VW TDI in ACEA A3/B4, VW50500 and MB229.3
Engine Lubricant Drivers
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Th i f t ti t d i h i i
Engine Lubricant Market Drivers
• Three main factors are acting to drive change in engine lubricant requirements and create the market we have todaytoday
1. Changing emissions legislation g g g
2. Increased fuel economy requirements
3 Durability under severe operating conditions
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3. Durability under severe operating conditions
Euro V Euro VIEuro IV
1. Changing Emissions legislation
Euro 3 Euro 4 Euro 5 Euro 6PC
Euro 5
LD PC
Euro 6
• Measures taken against air pollution from vehicles2000 2004 20082002 2006 2010 2012 2014 2016
HD
• Measures taken against air pollution from vehicles.
• Different requirements and adoption dates exist for passenger cars, li ht i l hi l d h d t t klight commercial vehicles and heavy-duty trucks.
• The next HD standard, Euro V, will be mandatory by the end of 2010, , y y– October 2008 for Heavy-duty trucks– September 2009 for Passenger cars
S t b 2010 f Li ht D t P C
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– September 2010 for Light Duty Passenger Cars
I t f i l b i t ft t t t d i
1. Changing Emissions legislation
• A mix of data has been published regarding the impact of engine oils on aftertreatment devices
Impact of engine lubricants on aftertreatment devices
engine oils on aftertreatment devices
Aftertreatment device Fluid-related constraint
Ash Phosphorus Sulphur
Diesel Particulate Filter DPF - -
Three-way Catalyst TWC - -
Diesel Oxidation Catalyst DOC -
Lean NOx Catalyst LNC - -
NOx Adsorber NOx - - S l ti C t l ti
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Selective Catalytic Reduction SCR - ? ?
2. Increased Fuel Economy requirements
• Fuel economy has been a requirement for many years– Embedded in ACEA and many OEM requirements– Led to the use of “low HTHS” passenger car engine oils – Led to the use of new friction modifier technologies
• Demand to increase fuel economy on many fronts– CO2 emissions legislation (passenger car)
• Requirement for OEMs to produce new vehicles which emit less CO• Requirement for OEMs to produce new vehicles which emit less CO2
– Taxation (passenger car)• Changes in taxation to encourage purchasing and usage of lower CO2
emitting cars– Cost of operation (commercial vehicle)
• Opportunity to lower truck and fleet operating costs by increasing fuel
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• Opportunity to lower truck and fleet operating costs by increasing fuel efficiency
The Role of Engine Oils
• EnablerEnabler– Providing high performance robustness that allow changes to
engine design & aftertreatment technology to meet fuel economy i trequirements
• Direct Contributor• Direct Contributor– Providing a direct contribution to the overall fuel economy benefit
by formulating to maximise fuel economy
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3 D bilit d ti3. Durability under severe operating conditions
• Engine design changes– OEMs continue to “down size” engines to reduce weight and improve
fuel economy– Increasing trend towards turbo charged gasoline engines– Increased operating temperatures expected to stress the engine oil and p g p p g
contribute to oxidation, nitration and sludge problems
• Fuel changes– Significant reduction in fuel borne sulphur in the last ten years – Increase in the use of alternative fuels, eg. biodiesel
• Changes in engine design and fuel have created a more severe environment for the engine lubricant to function in
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Biodiesel and Fuel Dilution• Use of biodiesel can lead to increased levels of fuel
dil tion in the s mp
Biodiesel and Fuel Dilution
dilution in the sump • Vehicles using in-cylinder post injection are prone to high
levels of fuel dilutionlevels of fuel dilution• Biodiesel tends to concentrate in the
sump due to lower volatility
B05 in fuel tank
sump due to lower volatilityThermogravimetric analysis (TGA) demonstrates difference in volatility between mineral diesel and biodiesel
6 x concentration6 x concentrationof biodiesel
in sump
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Example : Impact of biodiesel on durability
• Fuel dilution with biodiesel stimulates oxidative degradationChange in viscosity due to oxidative degradationChange in viscosity due to oxidative degradation
250
cSt)
5% ULSD
5% B100
Oil Sample:5W-30 passenger car engine oil
150
200
visc
osity
(c
g
Procedure: Lubrizol in-house oxidation test50
100
Kin
emat
ic v
Time (hours)048 72 96 120 144 168
K
Fuel dilution with ULSD has little impact on the engine oil
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– Fuel dilution with ULSD has little impact on the engine oil – Fuel dilution with biodiesel stimulates oxidative degradation
The engine lubricant market continues to change
Summary• The engine lubricant market continues to change
– Emissions, durability & fuel economy continue to drive lighter viscosity grades, higher quality base oils and new innovative additive chemistry
Emissions will continue to drive demand for lower SAPS engine lubricantslower SAPS engine lubricants
F l E ill b th j d i iFuel Economy will become the major driver in engine lubricant development
Durability will continue to drive increased engine lubricant performance to cope with new engine
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lubricant performance to cope with new engine design, aftertreatment and alternative fuels
Heavy Duty Diesel:European Engine Lubricant Market Structure
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G III
UHPD
Gr-IIIMarket Structure
Valu
e UHPD
Low SAPS
ACEA E6G I
Gr-II
SHPD
Mid SAPS
ACEA E9
ACEA E4 MB228.5TBN ≥ 12
ACEA E6MB228.51
Group III
Gr-I
Mainline
ACEA E2
ACEA E7 MB228.3API CI-4
TBN ≥ 9
ACEA E9MB228.31API CJ-4
Group III10W-405W-30
p10W-405W-30
MB228.0API CF
ACEA E2 MB228.1API CF-4 to CH-4
TBN ≥ 9
Group IIGroup I15W-40
15W-4010W 40
monograde
API CF
Group IGroup I
15W-40
15W 4010W-4010W-30
10W-4010W-30
UHPD : Ultra High Performance Diesel10W-40
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monograde gSHPD : Super High Performance Diesel30% Gr-III
ACEA 2008 ‘E’ Sequences
2008 2008 2008 2008
Engine Tests
OM646LAMack T-8E
OM646LA-
OM646LAMack T-8E
OM646LAMack T-8ETests Mack T 8E
-OM501LA
ISMMack T-12
Mack T-11OM501LA
ISMMack T-12
Mack T 8E-
OM501LA-
Mack T-12
Mack T 8E-
OM501LA--
%SA%P%S
Mack T-12
< 2.0-
Mack T-12
< 1.0< 0.12< 0 4
Mack T-12
< 1.0< 0.08< 0 3
-
< 2.0-
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%STBN
-> 9 (>9.00)
< 0.4> 7
< 0.3> 7
-> 12
Mid-SAPS Low-SAPS High-SAPSHigh-SAPS
Market TiersMarket TiersFor diesel engines meeting Euro I → Euro V emission requirements
Hi SAPS Low/Mid SAPS
Extended drain
Hi SAPS Low/Mid SAPS
performance(ACEA: significantly extended oil drain interval)
UHPDSome EGR engines
some SCR unitsEGR engines
SCR unitsith/ ith t DPFwithout DPF with/without DPF
with low S diesel
Standard drainperformance(ACEA: extended oil drain interval)
SHPDmost EGR enginesmost EGR engines interval)g
most SCR unitswith/without DPFwith low S diesel
gmost SCR units
without DPF
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SCR/EGR(Euro V)
DPF(Euro V/VI)
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