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The world is firmly focused on reducing energy consumption and on increasingly stringent regulations on CO2 emissions. Examples of regulatory changes include the new United States Environmental Protection Agency's (U.S. EPA) fuel economy test procedures which were required beginning with the 2008 model year for vehicles sold in the US market. These test procedures include testing at higher speeds, more aggressive acceleration and deceleration, and hot-weather and cold-temperature testing. These revised procedures are intended to provide an estimate that more accurately reflects what consumers will experience under real world driving conditions. The U.S.

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.

The operating conditions of a typical motorcycle are considerably different than those of a typical passenger car and thus require an oil capable of handling the unique demands. One primary difference, wet clutch lubrication, is already addressed by the current JASO four-stroke motorcycle engine oil specification (JASO T 903:2011). Another challenge for the oil is gear box lubrication, which may be addressed in part with the addition of a gear protection test in a future revision to the JASO specification. A third major difference between a motorcycle oil and passenger car oil is the more severe conditions an oil is subjected to within a motorcycle engine, due to higher temperatures, engine speeds and power densities. Scooters, utilizing a transmission not lubricated by the crankcase oil, also place higher demands on an engine oil, once again due to higher temperatures, engine speeds and power densities.

Due to engine oil consumption, over 90% of the incombustibles in the diesel particulate filters (DPF) are derived from organometallic lubricant additives. These components are derived from calcium and magnesium detergents, zinc dithiophosphates (ZnDTP) and metal-containing oxidation inhibitors. They do not regenerate as they are non-volatile metals and salts. Consequently, the DPF has to be removed from the vehicle for cleaning. Ashless oil could eliminate the need for cleaning. This study initially focused on development of an ashless oil, but eventually concluded that this oil could not meet the valve-train wear requirements of the API CJ-4, SN/ACEA E9 oil categories. However, a zero-phosphorus oil with no ZnDTP and an extremely low sulfated ash of 0.4% demonstrated that it could meet critical engine tests in API CJ-4/ACEA/SN. The above oil, which has been optimized at 0.3% sulfated ash, has proven field performance in Cummins ISX with DPF using ultra low sulfur diesel (ULSD).

By 2014, all new on- and off-highway diesel engines in North America, Europe and Japan will employ diesel particulate filters (DPF) in the exhaust in order to meet particulate emission standards. If the pressure across the DPF increases due to incombustibles remaining after filter regeneration, the exhaust backpressure will increase, and this in turn reduces fuel economy and engine power, and increases emissions. Due to engine oil consumption, over 90% of the incombustibles in the DPF are derived from inorganic lubricant additives. These components are derived from calcium and magnesium detergents, zinc dithiophosphates (ZnDTP) and metal-containing oxidation inhibitors. They do not regenerate as they are non-volatile metals and salts. Consequently, the DPF has to be removed from the vehicle for cleaning. Ashless oil could eliminate the need for cleaning.

Increasingly stringent fuel economy and emissions regulations around the world have forced the further optimization of nearly all vehicle systems. Many technologies exist to improve fuel economy; however, only a smaller sub-set are commercially feasible due to the cost of implementation. One system that can provide a small but significant improvement in fuel economy is the lubrication system of an internal combustion engine. Benefits in fuel economy may be realized by the reduction of engine oil viscosity and the addition of friction modifying additives. In both cases, advanced engine oils allow for a reduction of engine friction. Because of differences in engine design and architecture, some engines respond more to changes in oil viscosity or friction modification than others. For example, an engine that is designed for an SAE 0W-16 oil may experience an increase in fuel economy if an SAE 0W-8 is used.

Fuel economy is not an absolute attribute, but is highly dependent on the method used to evaluate it. In this work, two test methods are used to evaluate the differences in fuel economy brought about by changes in engine oil viscosity grade and additive chemistry. The two test methods include a chassis dynamometer vehicle test and an engine dynamometer test. The vehicle testing was conducted using the Federal Test Procedure (FTP) testing protocol while the engine dynamometer test uses the proposed American Society for Testing and Materials (ASTM) Sequence VIE fuel economy improvement 1 (FEI1) testing methodology. In an effort to improve agreement between the two testing methods, the same model engine was used in both test methods, the General Motors (GM) 3.6 L V6 (used in the 2012 model year Chevrolet™ Malibu™ engine). Within the lubricant industry, this choice of engine is reinforced because it has been selected for use in the proposed Sequence VIE fuel economy test.

This paper outlines the second part in a series on the effect of polymeric additives commonly known as viscosity modifiers (VM) or viscosity index improvers (VII) on gear oil efficiency and durability. The main role of the VM is to improve cold temperature lubrication and reduce the rate of viscosity reduction as the gear oil warms to operating temperature. However, in addition to improved operating efficiency across a broad temperature range compared to monograde fluids the VM can impart a number of other significant rheological improvements to the fluid [1]. This paper expands on the first paper in the series [2], covering further aspects in fluid efficiency, the effect of VM chemistry on these and their relationship to differences in hypoid and spur gear rig efficiency testing. Numerous VM chemistry types are available and the VM chemistry and shear stability is key to fluid efficiency and durability.

In this study, a green process was developed to synthesize a novel molybdenum disulfide (MoS₂)-based friction modifier (FM) for improving fuel economy performance of lubricants. These new materials were synthesized using less hazardous elemental sulfur as opposed to other sulfur sources like hydrogen sulfide (H₂S) and carbon disulfide (CS₂). Using various bench and motoring friction torque tests, it was shown that friction reduction was benefited by utilizing low molecular weight organic backbone when designing molybdenum FMs. Also, it was shown that newly synthesized molybdenum-based FMs were comparable to other well-known MoS₂ precursors.

The heightened interest level in Fuel Economy for Heavy Duty Diesel Engines the industry has seen over the last few years continues to be high, and is not likely to change. Lowering the fuel consumption of all internal combustion engines remains a priority for years to come, driven by economic, legislative, and environmental reasons. While it is generally assumed that lower viscosity grade lubricants offer fuel economy benefits, there is a lot of confusion about exactly what drives the fuel economy benefits. Fuel Economy claims in trade literature vary over a broad range and it is difficult for the end user to determine what to expect when a change in lubricant viscosity is adopted for a fleet of vehicles in a certain type of operation. This publication makes an attempt at clarifying a number of these uncertainties with the help of additional engine test data, and more extensive data analysis.

Requirements to improve vehicle fuel economy continue to increase, spurred on by agreements such as the Kyoto Protocol. Lubricants can play a role in aiding fuel economy, as evidenced by the rise in the number of engine oil specifications that require fuel economy improvements. Part of this improvement is due to achieving suitable viscometric properties in the lubricant, but additional improvements can be made using friction modifier (FM) compounds. The use of FMs in lubricants is not new, with traditional approaches being oleochemical-based derivatives such as glycerol mono-oleate and molybdenum-based compounds. However, to achieve even greater improvements, new new friction modifying compounds are needed to help deliver the full potential required from next generation lubricants. This work looks at the potential improvements available from new FM technology over and above the traditional FM compounds.

Pure biodiesel fuel (B100) is typically made of fatty acid methyl esters (FAME). FAME has different physical properties as compared to mineral diesel such as higher surface tension, lower volatility and higher specific gravity. These differences lead to a larger droplet size and thus more wall impingement of the fuel during injection in the combustion chamber. This results in higher levels of fuel dilution as the oil is scraped down into the crankcase by the scraper ring. The lower volatility also makes biodiesel more difficult to evaporate once it enters the crankcase. For these reasons, levels of fuel dilution in biodiesel fueled engines are likely to be higher compared to mineral diesel fueled engines. When in-cylinder dosing is applied to raise the exhaust temperature required for the regeneration of Diesel Particulate Filters (DPF's), biodiesel dilution in the engine oil may be elevated to high levels.

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.

Global original equipment manufacturers (OEMs) have requested lower viscosity automatic transmission fluid (ATF) for use in conventional and 6-speed automatic transmissions (AT) to meet growing demands for improved fuel economy. While lower-viscosity ATF may provide better fuel economy by reducing churning losses, other key performance attributes must be considered when formulating lower viscosity ATF(1,2). Gear and bearing performance can be key concerns with lower-viscosity ATFs due to reduced film thickness at the surfaces. Long-term anti-shudder performance is also needed to enable the aggressive use of controlled slip torque converter clutches that permit better fuel economy. And, friction characteristics need to be improved for higher clutch holding capacity and good clutch engagement performance. This paper covers the development of next-generation, low-viscosity ATF technology, which provides optimum fuel economy along with wear and friction durability.

A 100-hour engine dynamometer test for intake valve deposits (IVD) which uses a Ford 2.3L engine was developed by the Coordinating Research Council (CRC). Recently, this test has been approved by the American Society for Testing and Materials (ASTM) as Test Method D 6201-97. Since this test offers improvements in test variability, duration, and cost, it is expected to replace ASTM D 5500-94, a 16,000-km vehicle test run using a BMW 318i, as the key performance test for the Certification of Gasoline Deposit Control Additives by the EPA Final Rule. As a step in the replacement process, a correlation between valve deposit levels for the CRC 2.3L Ford IVD test and ASTM D 5500 BMW IVD test must be determined. This paper provides a statistical review of available data in an attempt to provide such a correlation.

Despite the recent increase in fuel prices, the multi-billion dollar recreational boating market in North America continues to experience solid momentum and growth. In the U.S. economy alone, sales of recreational boats continue to increase with over 17 million boats sold in 2004 [1]. Of that share, outboard boats and the engines that power them, accounted for nearly half of all boat sales. Though there has been a shift in outboard technology to four-stroke cycle engines, a significant number of new engine sales represent two-stroke cycle engines employing direct fuel injection as a means to meet emissions regulations. With the life span of modern outboards estimated to be 8 to 10 years, a significant base of two-stroke cycle engines exist in the market place, and will continue to do so for the foreseeable future.

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.

Carefully controlled intake valve deposit (IVD) cleanup testing is found to be an effective method for differentiating the effect of the deposit control additives on combustion chamber deposits (CCD). The IVD buildup procedure produces a consistent initial level of CCD that the cleanup additive, the additive of interest, continues to build on until the end of the cleanup test. This “end of cleanup” CCD is found to be as repeatable and differentiable a measurement as tests run under the more common “keep clean” type operation. While IVD cleanup testing induces a mid-test disturbance in the form of the end of buildup measurement, it aligns well with two key CCD protocols in terms of the higher additive treat rates used and the extended total test length. In an analysis of results from IVD cleanup tests run using four different engine/vehicle procedures on seven different additives, several findings stood out.