to: api lubricants group cc: lubricants group mailing...

To: API Lubricants Group Cc: Lubricants Group Mailing List API Motion to Ballot Seq. IIIHB at Seq. IIIGB Equivalency During the February 2, 2018 Lubricants Standards Group Teleconference the LSG considered the BOI/VGRA recommendation to ballot the inclusion of the Seq. IIIH in Table F-1—Technical Principles for New Viscosity Grades and Read Across. The BOI/VGRA proposal (Option B) is given below:

After review and discussion, the LSG agreed by voice vote to send to Ballot the recommended Option B for the inclusion of the Seq. IIIH into Table F-1—Technical Principles for New Viscosity Grades and Read Across. The BOI/VGRA Presentation recommending the inclusion of the Seq. IIIH in Table F-1 is provided in the Ballot Support documentation. The presentation on Interim Sequence IIIH BOI/VGRA Base Stock Interchange Guidelines is provided in the Ballot Support Documentation to illustrate the options considered before recommending Seq. IIIH Option B – Table F-1 Technical Principles. A draft of Annex F with the Seq. IIIH included in Table F-1—Technical Principles for New Viscosity Grades and Read Across is provided to demonstrate how the revise Table F-1 will be incorporated into API 1509.

Lubricants Group Members should use the API eBallot System to cast their vote and make comments. The eBallot Link is: http://Ballots.api.org The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final. Non-Lubricants Group Members should comment on the Ballot Motion using the eBallot system. The eBallot Link is: http://Ballots.api.org All comments on the Ballot Motion will be reviewed before the ballot results are final. This eBallot will close on February 28. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will February 2, 2018.

BOI/VGRA Task Force

Recommendation to Lubricants Standards Group

LG Recommendation/Authorization to eBallot Seq. IIIH in Table F-1—Technical Principles for New Viscosity Grades and Read Across

February 2, 2018

BOI/VGRA Recommendations

• BOI/VGRA Recommends Inclusion of Seq. IIIH in Table F-1

• After review of three options Option B was recommended by Majority of the BOI/VGRA Task Force.

• Option B includes both the IIIH and the IIIHB in Table F-1 Technical Principles

• Lubricants Standards Group is being asked by teleconference on Feb. 2, 2018 to authorize an eBallot “Seq. IIIH in Table F-1—Technical Principles for New Viscosity Grades and Read Across”

Option B – Table F-1

3

Passenger Car Motor Oils IID L-38/VIII

IIIE/IIIF/IIIG IIIGA IIIGB/

IIIHB IIIH IVA VE VG VIA/VIB/VID

a. Detergent (dispersant)-inhibitor (DI) content of the read-across viscosity grade shall be equal to or higher than that of the original viscosity grade. The increase in DI is limited to the maximum allowed by the ACC Code

Note 3

b. Base stock blend kinematic viscosity at 100°C of the read-across viscosity grade must be equal to or higher than that of the original viscosity grade, considering the precision of the test method

NA NA NA NA Note 3

c. The viscosity modifier (VM) content of the read-across viscosity grade must be equal to or lower than that of the original viscosity grade

NA NA Note 4 Note 4 NA Note 4 Or

Note 5

Or

Note 5

Notes:1. = principle is applicable; NA = not applicable.2. Technical principles for the Sequence IIIGA are limited to 0W, 5W, and 10W multigrades.3. New viscosity grades and associated read-across can only be added after review by the API BOI/VGRA Task Force and approval by the API Lubricants Group.4. Viscosity modifier content must be no more than 1.5 times higher than the viscosity modifier content in the oil on which the test was run.5. For dispersant-type VM, the VM content of the read-across viscosity grade must be equal to or higher than the original viscosity grade.6. Read-across viscosity grades must contain an equal amount of the same Group V base stock (e.g., ester) in the finished oil blend if a Group V base stock is used in the original viscosity grade.

Similar technical principle to IIIGConsistent with limited test data showing no harm with modest increase in VM

BOI/VGRA Task Force

Recommendation to Lubricants Standards Group

Interim Sequence IIIH BOI/VGRA Base Stock Interchange Guidelines

Presented to BOI/VGRA Task Force

R. C. DoughertyJanuary 18, 2017

1

Testing Proposal to Support Interim Seq. IIIH VGRA

2

Plan: Execute testing in one stand with BC5 pistons concurrent with BC5 piston qualification testing

Oil 4

Oil 5

Oil 1

Property UOM Method TMC 436 Oil 4 Oil 5

KV at 40˚C mm²/s D445 45.3 65.30 58.10

KV at 100˚C mm²/s D445 8.2 11.18 9.544

CCS mPa•s D5293 5076 5217 4122

CCS Temp. °C - -30 -30 -25

HTHS at 150°C mPa•s D4683 2.54 3.15* 2.90*

Viscosity Grade - - 5W-20 5W-30 10W-30

* Measured by oil blender

Sequence IIIH Interim VGRA Test Data

3

Parameter Raw Severity Adjusted

PVIS, % 16.1 24.0

WPD 4.54 4.71

MRV (-30˚C), mPa•s 12,800 18,949

Phos. Retention, % 95.41 94.28

Parameter Value

PVIS, % 27.1

WPD 4.62

MRV, mPa•s 17,641

Phos. Retention, % 94.14

TMC 436 Per Precision Matrix

TMC 436 (BOV = 4.5 ; Rel. VM = 1.0)IIIH 91-3-67 EG-0216_CMIR_131176


PVIS, % 13.3 19.8

WPD 4.42 4.59

MRV, mPa•s 239,800 355,003



PVIS, % -0.8 0.1

WPD 4.94 5.11

MRV, mPa•s 43,700 64,694


Oil 4(BOV = 4.667 ; Rel. VM = 1.8)IIIH 91-4-68 EG-0223/CMIR-132368

Oil 5(BOV = 5.548 ; Rel. VM = 1.0)IIIH 91-5-69 EG-0225/CMIR-132370

3.63.84.04.24.44.64.85.05.25.45.6

TMC 436 Oil 4 Oil 5

Weighted Piston Deposits

4

Precision matrix standard deviation for TMC 436: 0.28 (lowest of 3 reference oils)

Error bars represent 1 σ

Parameter TMC 436 Oil 4 Oil 5

BOV, cSt 4.5 4.67 5.55

Relative VM Treat 1.0 1.8 1.0

SA WPD 4.71 5.11 4.59

(∆ vs. TMC 436) / σ - 1.43 1.43

p-value - 0.16 0.38

Statistically different at 95% CI - No No

WPD

0.05.0

10.015.020.025.030.035.040.045.050.0

TMC 436 Oil 4 Oil 5 -3.0

-2.0

-1.0

0.0

1.0

2.0

3.0

4.0

5.0

TMC 436 Oil 4 Oil 5

Percent Kinematic Viscosity Increase

5

Precision matrix standard deviation for TMC 436: 0.31 (lowest of 3 reference oils)

Parameter TMC 436 Oil 4 Oil 5

BOV, cSt 4.5 4.67 5.55

Relative VM Treat 1.0 1.8 1.0

SA PVIS 24.0 0.1 19.8

(Ln (SA PVIS) -Ln (SA PVIS)436) / σ - -17.5 -0.61

p-value - < 0.01 0.33

Statistically different at 95% CI - Yes No

PVIS ln(PVIS)

Error bars represent 1 σ

Option A – Table F-1

6





Note 3


NA NA NA NA Note 3


NA NA Note 4 Note 4 NA Or

Note 5

Or

Note 5


Original proposalConsistent with technical principles for prior testsMore restrictive reads than for IIIG

Option B – Table F-1

7





Note 3


NA NA NA NA Note 3


NA NA Note 4 Note 4 NA Note 4 Or

Note 5

Or

Note 5


Similar technical principle to IIIGConsistent with limited test data showing no harm with modest increase in VM

Option C – Table F-1

8





Note 3


NA NA NA NA Note 3


NA NA Note 4 Note 4 NA NA Or

Note 5

Or

Note 5


Broader reads than IIIG

Other Options

9

Option D: No VGRA reads

Option E: Rerun Oil 5

Interim Guideline for Seq. IIIHBBOI/VGRA TF Recommendation to Lubricants Group

10

Lubricants Group unanimously agreed to ballot the replacement of the 2nd paragraph in API 1509 E.2.2.4.1 with:

API 1509 Annex E

Additionally, once a combination of 5 passing Seq. IIIGB and/or Seq. IIIHB* tests has been demonstrated on a unique technology (a Unique Technology is a single additive package (DI) at a constant treat rate) then no additional Sequence IIIGB or Sequence IIIHB* testing is required for that unique technology.

*Seq. IIIHB at Seq. IIIGB equivalency

11

Additional Information

Relation Between Interim VGRA Testing and Full BOI/VGRA Matrix

12

Oil Run Tech

Est. Viscosity

GradeBase Stock

Slate BOV, cStRelative

VM Treat1 1 - 6(3) 436 5W-20 II B 4.68 1.02 7, 8 434 0W-16 III I 4.68 1.03 9, 10 434 0W-20 III I 4.68 1.54 11, 12 436 5W-30 II B 4.68 1.85 13, 14 436 10W-30 II B 5.57 1.06 15, 16 436 10W-40 II B 5.57 1.87 17, 18 434 5W-30 III I 5.57 1.58 19, 20 436 20W-50 II B 10.67 1.09 21, 22 436 5W-30 II B / III I (1) 4.68 1.8

10 23 436 10W-30 II B / III I (1) 5.57 1.011 24, 25 434 5W-30 Grp I / III I (2) 5.57 1.5

* Does not factor MRV

(1) Slate III I at 30% of formulation(2) Grp I at 30% of formulation(3) TMC 436 to be run initially in each stand

Precision Oil

Execute Runs 11 & 13(Oils 4 and 5)

Sequence IIIH – Severity Assessment

13

• Large batch of new pistons (BC-5) expected in November; BC-4 pistons available only through 1Q18

• Ring gapping option to adjust blowby not evaluated (3 months)

May 11. 2017 AOAP Presentation (Stats Group)

What-If Scenarios

14

Scenario Description Consequence

1 Full matrix testing conducted with hardware shown to meet discrimination expectations confirms technical principles assumed during interim period

Interim VGRA table (Slide 7) represents most restrictive guidance

Possibility for expanded reads to be evaluated by Task Force

2 Simple 2-test matrix testing fails to support no harm assumption of technical principles (increasing BOV, decreasing VM beneficial)

No VGRA until full matrix executed

3 2-test matrix confirms no harm technical principle assumption; hardware subsequently shown to be non-discriminating

VGRA per slide 7 permitted until full matrix executed

BC5 hardware adjusted to meet discrimination expectations

Will need to fund repeats of two tests

4 Full matrix testing conducted with hardware shown to meet discrimination expectations does not confirm technical principles assumed during interim period

Oils qualified under assumption of interim read rules must be tested, or qualified under the final read rules (API to add check box for SN PLUS licensing to indicate whether interim VGRA guidance applied)

5 Seq. IIIH with BC5 pistons not demonstrated to have desired discrimination capability even after hardware adjustments

To be determined

Draft Table F-1—Technical Principles for New Viscosity Grades and Read Across.

Table F-1—Technical Principles for New Viscosity Grades and Read Across (Applies to oils with HTHS

150 ≥ 2.6 mPa•s)

Passenger Car Motor Oils

IID L-38/VIII IIIE/IIIF/IIIG

IIIGA (Note 2)

IIIGB/IIIHB

IIIH IVA VE VG VIA/VIB/VID

a Detergent (dispersant)-inhibitor (DI) content of the read-across viscosity grade shall be equal to or higher than that of the original viscosity grade. The increase in DI is limited to the maximum allowed by the ACC Code

Note 3

b Base stock blend kinematic viscosity at 100°C of the read-across viscosity grade must be equal to or higher than that of the original viscosity grade, considering the precision of the test method

NA

NA NA NA Note 3

c The viscosity modifier (VM) content of the read-across viscosity grade must be equal to or lower than that of the original viscosity grade

NA NA Note 4 Note 4 NA Note 4 or

Note 5

orNote

5

Note 3

Diesel Engine Oils

1M-PC

a Detergent (dispersant)-inhibitor (DI) content of the read-across viscosity grade shall be equal to or higher than that of the original viscosity grade. The increase in DI is limited to the maximum allowed by the ACC Code

b Base stock blend kinematic viscosity at 100°C of the read-across viscosity grade must be equal to or higher than that of the original viscosity grade, considering the precision of the test method

c The viscosity modifier (VM) content of the read-across viscosity grade must be equal to or lower than that of the original viscosity grade

d Finished oil volatility of the read-across viscosity grade must be equal to or lower than that of the original viscosity grade

Notes: 1. = principle is applicable; NA = not applicable. 2. Technical principles for the Sequence IIIGA are limited to 0W, 5W, and 10W multigrades. 3. New viscosity grades and associated read-across can only be added after review by the API BOI/VGRA Task Force and approval by the API Lubricants Committee. 4. Viscosity modifier content must be no more than 1.5 times higher than the viscosity modifier content in the oil on which the test was run. 5. For dispersant-type VM, the VM content of the read-across viscosity grade must be equal to or higher than the original viscosity grade. 6. Read-across viscosity grades must contain an equal amount of the same Group V base stock (e.g., ester) in the finished oil blend if a Group V base stock is used in the original viscosity grade.

to: api lubricants group cc: lubricants group mailing...

Documents