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Limited technical studies to speciate particulate matter (PM) emissions from gasoline fueled vehicles have indicated that the lubricating oil may play an important role. It is unclear, however, how this contribution changes with the condition of the lubricant over time. In this study, we hypothesize that the mileage accumulated on the lubricant will affect PM emissions, with a goal of identifying the point of lubricant mileage at which PM emissions are minimized or at least stabilized relative to fresh lubricant. This program tested two low-mileage Tier 2 gasoline vehicles at multiple lubricant mileage intervals ranging from zero to 5000 miles. The LA92 cycle was used for emissions testing. Non-oxygenated certification fuel and splash blended 10% and 20% ethanol blends were used as test fuels.

Considerable development effort has shown that conventional diesel engine lubricating oil specifications do not define the needs for acceptable injector life in methanol-fueled, two-stroke cycle diesel engines. A cooperative program was undertaken to formulate an engine oil-fuel additive system which was aimed at improving performance with methanol fueling. The performance feature of greatest concern was injector tip plugging. A Taguchi matrix using a 100 hour engine test was designed around an engine oil formulation which had performed well in a 500 hour engine test using a simulated urban bus cycle. Parameters investigated included: detergent level and type, dispersant choice, and zinc dithiophosphate level. In addition, the influence of a supplemental fuel additive was assessed. Analysis of the Taguchi Matrix data shows the fuel additive to have the most dramatic beneficial influence on maintaining injector performance.

With the increasing use of modern, EGR-equipped, heavy-duty diesel engines and the use of lower sulfur and alternate fuels, such as biodiesel, lubricants are being exposed to a range of different compositions of acids. To complement the traditional detergent bases, todays lubricants have evolved to include a higher proportion of basic materials from amine-derived sources to aid in oxidation and soot control. This paper explores the impact of the different sources of acids, some of the issues they create and how they can be addressed, exemplified in a prototype CJ-4 lubricant formulation.

Ethanol-gasoline blends are widely understood to present certain technical challenges to engine operation. Despite widespread use of fuels ranging from E5 (5% ethanol in gasoline) in some European countries to E10 (10% ethanol) in the United States to E100 (100% ethanol; “alcool”) in Brazil, there are certain subjects which have only anecdotally been examined. This paper examines two such issues: the effect of ethanol on intake valve deposits (IVD) and the impact of fuel additive on filter plugging (a measure of solubility). The effect of ethanol on IVD is studied along two lines of investigation: the effect of E10 in a multi-fuel data set carried out in the BMW 318i used for EPA and CARB certification, and the effect of varying ethanol content from 0% to 85% in gasoline carried out in a modern flex-fuel vehicle.

Many marketers of branded diesel fuels are introducing a “premium” diesel fuel grade. The National Conference on Weights and Measures is recommending that one of the criteria for marketing a fuel as “premium” is that it have a lower cloud point or alternatively a reduced low temperature flow test (LTFT) failure point [1]. However, waxy crudes and process limitations make it difficult for refiners to economically make very low cloud point diesel fuel. Fortunately, cloud point depressants (CPDs) can overcome these limitations. However, refiners are concerned about the effect cloud point additives have on other diesel fuel properties. We found that cloud point depressants allow refiners to meet low temperature specifications while being neutral or beneficial to other diesel fuel properties.

One of the key functions of lubricating oil additives in diesel engines is to control oil thickening caused by soot accumulation. Over the last several years, it has become apparent that the composition of the base oil used within the lubricant plays an extremely important role in the oil thickening phenomenon. In particular, oil thickening observed in the Mack T-8 test is significantly affected by the aromatic content of the base oil. We have found that the Mack T-8 thickening phenomenon is associated with high electrical activity, i.e., engine drain oils which exhibit high levels of viscosity increase show significantly higher conductivities. These findings suggest that electrical interactions are involved in soot-induced oil thickening.

The Nissan KA24E engine test is designated to replace the Ford Sequence VE engine test as the low temperature valve train wear requirement for ILSAC (International Lubricant Standardization and Approval Committee) GF-3. The KA24E (recently designated the Sequence IV A) represents much of the current world-wide material and design technology while retaining the sliding cam/follower contact found in earlier engine designs. The work presented here is the first of two reports. In this first report, the physical and chemical environment the KA24E engine presents a lubricant is characterized and compared to those of the Sequence VE engine. Valve train materials and wear modes are investigated and described. Although chemical analysis of drain oils indicate the KA24E procedure does not degrade the lubricant to the extent seen in the Sequence VE test, valve train wear appears to proceed in a similar manner in both tests.

The work presented here is the second of two papers investigating the KA24E engine test. The first paper characterized the KA24E engine in terms of the physical and chemical operating environment it presents to lubricants. The authors investigated oil degradation and wear mechanisms, and examined the differences between the KA24E and the Sequence VE engine tests. It was shown that while the KA24E does not degrade the lubricant to the extent that occurs in the Sequence VE, wear could be a serious problem if oils are poorly formulated. This second paper examines the wear response of the KA24E to formulation variables. A statistically designed matrix demonstrated that the KA24E is sensitive to levels of secondary zinc dialkyldithiophosphate (ZDP), dispersant and calcium sulfonate detergent. This matrix also showed that the KA24E appears to have good repeatability for well formulated oils and is a reasonable replacement for the wear component of the Sequence VE.

Multigrade automotive lubricants contain polymeric viscosity modifiers which enable the oil to provide adequate hydrodynamic lubrication at high temperatures and good starting/pumping performance at low temperatures. Under operating conditions in engines, transmissions and gear boxes, polymeric additives undergo both temporary and permanent viscosity loss. The former is caused by flow orientation and the latter by molecular chain scission. Whatever the mechanism, original equipment manufacturers are interested in maintaining a minimum level of hydrodynamic viscosity from oil change to oil change. This is often expressed as a “stay-in-grade” requirement. Commercial viscosity modifiers (VM) span a wide range of chemistries and molecular architectures.

Characteristics of E diesel, a fuel blend of diesel fuel and ethanol, are considered in a matrix of tests. One characteristic of particular concern and a subject of this investigation is that of stability. Methods to evaluate stability are looked at and compared in light of the potential for distillate and ethanol to separate under certain conditions. The quality of the fuel blend is enhanced by the use of enabling additives to ensure stability which necessitates development of a standard for assessment of the quality of stability. The properties of various base diesel fuels and their influence on stability are also studied. Other key characteristics are evaluated including viscosity, pour point, and oxidative stability.

Recently, research and testing of oxygenated diesel fuels has increased, particularly in the area of exhaust emissions. Included among the oxygenated diesel fuels are blends of diesel fuel with ethanol, or E diesel fuels. Exhaust emissions testing of E diesel fuel has been conducted by a variety of test laboratories under various conditions of engine type and operating conditions. This work reviews the existing public data from previous exhaust emissions testing on E diesel fuel and includes new testing performed in engines of varied design. Emissions data compares E diesel fuel with normal diesel fuel under conditions of different engine speeds, different engine loads and different engine designs. Variations in performance under these various conditions are observed and discussed with some potential explanations suggested.

The regulatory drive for emission reductions, increased fuel costs, and likely increases in Corporate Average Fuel Economy (CAFE) requirements have made fuel efficiency a key issue for North American vehicle manufacturers and marketers. At the same time the popularity of sport utility vehicles and light trucks has made it more difficult to achieve CAFE objectives. In order to accommodate both public vehicle preference and government mandated CAFE requirements automobile manufacturers are seeking all available means to increase fuel economy through advanced system design, engineered materials, and improved lubricant technology. Axle lubricants can have a significant impact on fuel economy; moreover, axle lubricants can be tailored to deliver maximum operating efficiency over either specific or wide ranges of operating conditions.

A new gas phase kinetic model using Westbrook's gas phase n-heptane model and Frenklach's soot model was constructed. This model was then used to predict the impact on PAH formation as an indices of soot formation on ethanol/diesel fuel blends. The results were then compared to soot levels measured by various researchers. The ignition delay characteristics of ethanol were validated against experimental results in the literature. In this paper the results of the model and the comparison with experimental results will be discussed along with implications on the method of incorporation of additives and alternative fuels.

Diesel fuel is a blend of various middle distillate components separated at the refinery. The composition and characteristics of the diesel fuel blend changes daily if not hourly because of normal process variation, changing refinery processing conditions, changing crude oil diet or changing diesel fuel and kerosene market conditions. Regardless of the situation going on at the refinery or the market, the resultant diesel fuel must consistently meet established cloud point specifications. To consistently meet the cloud point specifications, refiners are forced to blend their diesel fuels in such a way that the resultant blend is always on the low side of the cloud point specification even when the refining process adversely changes the fuel characteristics. This practice has the effect of producing several degrees of cloud point “giveaway” when the refinery is not experiencing adverse swings in product quality.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining durability. Gear oils must provide long-term durability and operating temperature control in order to increase equipment life under severe conditions while maintaining fuel efficiency. This paper describes the development of a full-scale light duty axle test that simulates a variety of different driving conditions that can be used to measure temperature reduction properties of gear oil formulations. The work presented here outlines a test methodology that allows gear oil formulations to be compared with each other while accounting for axle changes due to wear and conditioning during testing.

Light trucks and sport utility vehicles (SUVs) have become extremely popular in the United States in recent years, but this shift to larger passenger vehicles has placed new demands upon the gear lubricant. The key challenge facing vehicle manufacturers in North America is meeting government-mandated fuel economy requirements while maintaining the durability required for severe service. In light truck/SUV applications, gear oils must provide operating temperature control under extreme conditions such as trailer-towing. Higher operating temperatures for prolonged periods can adversely affect metallurgical properties and reduce fluid film thickness, both of which can lead to premature equipment failures. In our view, operating temperature is an important indicator of durability. Unfortunately, lubricants optimized for temperature control do not always provide the best fuel economy.

The primary goal of the USAF JP-8+100 thermal stability additive (TSA) program is to increase the heat-sink capacity of JP-8 fuel by 50%. Current engine design is limited by a fuel nozzle temperature of 325°F (163°C); JP-8+100 has been designed to allow a 100°F increase in nozzle temperatures up to 425°F (218°C) without serious fuel degradation leading to excessive deposition. Previous studies have shown that TSA formulations increase the electrical conductivity of base jet fuel. In the present paper, further characterization of this phenomenon is described, as well as interactions of newer TSAs with combinations of SDA and other surface-active species in hydrocarbons, will be discussed.

The continued development of more powerful aviation turbine engines has demanded greater thermal stability of the fuel as a high temperature heat sink. This in turn requires better definition of the thermal stability of jet fuels. Thermal stability refers to the deposit-forming tendency of the fuel. It is generally accepted that dissolved oxygen initiates the deposition process in freshly refined fuels. While there are many tests that are designed to measure or assess thermal stability, many of these either do not display sufficient differentiation between fuels of average stability (JP-8) and intermediate stability (JP-8+100, JP-TS), or require large test equipment, large volumes of fuels and/or are costly. This paper will discuss the use of three laboratory tests as “concept thermal stability prediction” tools with aviation fuels, including Jet A-1 or JP-8, under JP8+100 test conditions.

The search for alternative energy sources, particularly renewable sources, has led to increased activity in the area of ethanol blended diesel fuel, or E diesel. E diesel offers potential benefits in reducing greenhouse gases, reducing dependence on crude oil and reducing engine out emissions of particulate matter. However, there are some concerns about the use of E diesel in the existing vehicle fleet. One of the chief concerns of the use of E diesel is the affect of the ethanol on the lubricating properties of the fuel and the potential for fuel system wear. Additive packages that are used to formulate E diesel fuels can improve fuel lubricity and prevent abnormal fuel system wear. This work studies the lubricity properties of several E diesel blends and the diesel fuels that are used to form them. In addition to a variety of bench scale lubricity tests, injector pump tests were performed as an indicator of long term durability in the field.

Historically, vehicle fluid condition has been monitored by measuring miles driven or hours operated. Many current vehicles have more sophisticated monitoring methods that use additional variables such as fuel consumption, engine temperature and engine revolutions to predict fluid condition. None of these monitoring means, however, actually measures a fluid property to determine condition, and that is about to change. New sensors and diagnostic systems are being developed that allow real time measurement of some lubricant physical and/or chemical properties and interpret the results in order to recommend oil change intervals and maximize performance. Many of these new sensors use electrochemical or acoustic wave technologies. This paper examines the use of these two technologies to determine engine oil condition and focuses on the effects of lubricant chemistry on interpreting the results.