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Increasing numbers of vehicles equipped with downsized, turbocharged engines have been introduced seeking for better fuel economy. LSPI (low speed pre-ignition), which can damage engine hardware, is a potential risk of the engines. We reported that engine oil formulation affects frequency of LSPI events, and formulating magnesium detergents into oil is a promising option to prevent LSPI events. From the viewpoint of achieving better fuel economy by engine oil, lowering viscosity is being required. However, it causes reduced oil film thickness and will expand boundary lubrication condition regions in some engine parts. Hence, a technology to reduce friction under boundary lubrication becomes important.

We report in this paper our newly developed technology applied to ILSAC GF-5 0W-20 engine oil that offers great fuel economy improvement over GF-4 counterpart, which is a key performance requirement of modern engine oil to reduce CO2 emissions from a vehicle. Our development strategy of the oil consisted of two elements: (1) further friction reduction under mixed and hydrodynamic lubrication conditions considering use of roller rocker arm type valve train system and (2) lowering viscosity at low temperature conditions to improve fuel economy under cold cycles. Use of roller rocker arm type valve train system has been spreading, because of its advantage of reducing mechanical friction. Unlike engine with conventional direct-acting type valve train system, lubrication condition of engine with the roller rocker arm type valve train system has higher contribution of mixed or hydrodynamic lubrication conditions rather than boundary lubrication condition.

As one of spark ignition (SI) engine solutions to improve fuel economy while maintaining drivability, concept of combing turbocharging and direct injection (DI) fuel injection system with engine down-sizing has increased its application in the market. Abnormal combustion phenomena referred to as Low Speed Pre-Ignition (LSPI) has been recognized as potential restriction to improve low speed engine torque that contributes fuel economy improvement. As reported in the part 1 [1], the study showed that engine oil composition had significant influence on the frequency of LSPI in both preventive and contributory effects. Further investigation was conducted to evaluate engine oil formulation variables and other factors that may have influences on the LSPI, such as engine oil degradation. Engine test that consisted of 2 phases was designed in order to confirm the correlation between LSPI frequency and engine oil degradation.

Due to increasing demands for further CO2 reduction and tighter exhaust emissions regulations, automakers are increasingly downsizing turbo-charged diesel engines by raising specific power, or adopting low-pressure loop exhaust gas recirculation (LPL-EGR) systems to improve the EGR rate. However, adopting a higher boost pressure to increase the specific power, or introducing hot exhaust gas before the turbocharger compressor with the LPL-EGR system creates higher gas temperatures in the compressor, which results in soot-containing deposits derived from the engine oil in the compressor. This phenomenon causes significant deterioration of turbocharger efficiency. Therefore, countermeasures such as restricting boost pressure or limiting EGR usage in the operational map are necessary to prevent engine performance deterioration. Increasing the gas temperature in the compressor while preventing deposit formation should enable further improvements in fuel consumption and engine power.

Gasoline engine downsizing combined with a turbocharger is one of the more effective approaches to improve fuel efficiency without sacrificing power performance. The benefit comes from lower pumping loss, lower mechanical friction due to ‘downsizing’ of the engine displacement and ‘down-speeding’ of the engine by using higher transmission gear ratios which is allowed by the higher engine torque at lower engine speeds. However abnormal combustion referred to as Low-Speed Pre-ignition (LSPI) is known to be able to occur in low-speed and high-torque conditions. It is a potential restriction to maximize the engine performance and its benefit, therefore prevention of LSPI is strongly desired for long-term durability of engine performance. According to recent technical reports, auto-ignition of an engine oil droplet in a combustion chamber is believed to be one of major contributing factors of LSPI and its formulations have a significant effect on LSPI frequency.

Engine oil formulation is known to affect low speed pre-ignition (LSPI), which creates technical restrictions on downsized turbocharged engines. Calcium, which is used to ensure detergency and anti-rust performance, is reported to increase LSPI events. Therefore, new formulation technologies are needed to satisfy both LSPI prevention performance and other conventional performance areas. The authors focused on two approaches: enhancement of LSPI prevention performance by adding a booster component and substitution of calcium for a less reactive component to balance performance areas including LSPI prevention. We have verified the effectiveness of these approaches by increasing the dosage of molybdenum used as a friction modifier as well as replacing calcium detergent with a magnesium detergent. These formulation strategies can be applicable for future ILSAC GF-6 engine oil, where a specification for LSPI prevention performance is expected to be implemented.

Increased attention has been focused on fuel economy (FE) of passenger vehicle lubricants. For diesel engine oils, FE is significantly lost in service due to soot loading in oils which inhibits adsorption of friction modifier (FM) on rubbing metal surfaces. On the other hand, soot may have a positive aspect because this has a similar molecular structure to graphite which may have a possibility to work well as a solid lubricant, i.e., FM in oils. This suggests that management of soot in diesel engine oils could achieve lower frictional performance, and thus enhance further improvement of fuel economy. The impact of soot properties on friction coefficient by physical and chemical characterization of soot accumulated in diesel engine oils have been firstly discussed in our previous paper. In this paper, the frictional response was investigated in the presence of soot at various test conditions and surface roughness.

Turbocharged downsized gasoline engines have been widely used in the market as one of the measures to improve fuel economy. Coking phenomena in the lubricating circuit of the turbocharger unit is a well-known issue that may affect turbocharger efficiency and durability. Laboratory rig test such as ASTM D6335 (TEOST 33C) has been used to predict this phenomenon as a part of engine oil performance requirements. On the other hand, laboratory tests sometimes have difficulty reproducing the actual mechanism of coking caused by engine oil degradation. Accumulation of insoluble material is one of the important gasoline engine oil degradation modes. The influence of temperature and insoluble concentration were investigated based on actual used engine oils collected in the field.

Torque loss reduction at differential gear unit is important to improve the fuel economy of automobiles. One effective way is to decrease the viscosity of lubricants as it results in less churning loss. However, this option creates a higher potential for thin oil films, which could damage the mechanical parts. At tapered roller bearings, in particular, wear at the large end face of rollers and its counterpart, known as bearing bottom wear is one of major failure modes. To understand the wear mechanism, wear at the rolling contact surface of rollers and its counterpart, known as bearing side wear, was also observed to confirm the wear impact on the tapered roller bearings. Because gear oils are also required to avoid seizure under extreme pressure, the combination of a phosphorus anti-wear agent and a sulfurous extreme pressure agent are formulated.