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All automotive gear oils must satisfy a series of standard industry or Original Equipment Manufacturer (OEM) tests. These usually include bench, axle dynamometer, and field tests. However, product development testing must extend beyond satisfying standard test protocols. This is especially true as increased emphasis is placed on extending oil drain intervals and increasing equipment life in the face of greater performance demands through new heavy-duty vehicle designs. End-users ultimately benefit from extended oil drain intervals and increased equipment life. However, the effort to achieve both initiatives will prove successful only through careful development and selection of the proper performance additives and base fluids. Also, a broad focus must be maintained to satisfy all lubricant requirements. These requirements build on a solid base of standard features and include new features that stretch the current envelope of gear oil performance.

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.

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.

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.

Downsized gasoline engines, coupled with gasoline direct injection (GDI) and turbocharging, have provided an effective means to meet both emissions standards and customers’ drivability expectations. As a result, these engines have become more and more common in the passenger vehicle marketplace over the past 10 years. To maximize fuel economy, these engines are commonly calibrated to operate at low speeds and high engine loads – well into the traditional ‘knock-limited’ region. Advanced engine controls and GDI have effectively suppressed knock and allowed the engines to operate in this high efficiency region more often than was historically possible. Unfortunately, many of these downsized, boosted engines have experienced a different type of uncontrolled combustion. This combustion occurs when the engine is operating under high load and low speed conditions and has been named Low Speed Pre-Ignition (LSPI). LSPI has shown to be very damaging to engine hardware.

This study describes the use of Quantitative Structure Activity Relationships (QSAR) to develop predictive models for non-acidic Lubricity agents. The work demonstrates the importance of separating certain chemical families to give better and more robust equations rather than grouping a whole data set together. These models can then be used as important tools in further development work by predicting activities of new compounds before actual synthesis/testing.

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.