Motor oil

Motor oil, engine oil, or engine lubricant is any of various well-developed lubricants (comprising oil enhanced with additives, for example, in many cases, extreme pressure additives) that are used for lubrication of internal combustion engines. The main function of these lubricants is to reduce wear on moving parts; they also clean, inhibit corrosion, improve sealing, and cool the engine by carrying heat away from moving parts.^[1]

Motor oils are derived from petroleum-based and non-petroleum-synthesized chemical compounds. Motor oils today are mainly blended by using base oils composed of hydrocarbons, polyalphaolefins (PAO), and polyinternal olefins^[2] (PIO), thus organic compounds consisting entirely of carbon and hydrogen. The base oils of some high-performance motor oils however contain up to 20% by weight of esters.^[3]

History

On September 6, 1866 American John Ellis founded the Continuous Oil Refining Company (Later to become Valvoline). While studying the possible healing powers of crude oil, Dr. Ellis was disappointed to find no real medicinal value, but was intrigued by its potential lubricating properties. He eventually abandoned the medical practice to devote his time to the development of an all-petroleum, high viscosity lubricant for steam engines – then using inefficient combinations of petroleum and animal and vegetable fats. He made his breakthrough when he developed an oil that worked effectively in high temperatures.This meant no more gummed valves, corroded cylinders or leaking seals. Moreover, this meant that the stage was set for the liberation of steam power and the growth of a nation via rail road and steam ships. In 1873 Ellis officially renames the company to Valvoline after the steam engine valves the product lubricated.

Use

Motor oil is a lubricant used in internal combustion engines, which power cars, lawnmowers, engine-generators, and many other machines. In engines, there are parts which move against each other, and the friction wastes otherwise useful power by converting the kinetic energy to heat. It also wears away those parts, which could lead to lower efficiency and degradation of the engine. This increases fuel consumption, decreases power output, and can lead to engine failure.

Lubricating oil creates a separating film between surfaces of adjacent moving parts to minimize direct contact between them, decreasing heat caused by friction and reducing wear, thus protecting the engine. In use, motor oil transfers heat through convection as it flows through the engine by means of air flow over the surface of the oil pan, an oil cooler and through the buildup of oil gases evacuated by the Positive Crankcase Ventilation (PCV) system.

In petrol (gasoline) engines, the top piston ring can expose the motor oil to temperatures of 160 °C (320 °F). In diesel engines the top ring can expose the oil to temperatures over 315 °C (600 °F). Motor oils with higher viscosity indices thin less at these higher temperatures.

Coating metal parts with oil also keeps them from being exposed to oxygen, inhibiting oxidation at elevated operating temperatures preventing rust or corrosion. Corrosion inhibitors may also be added to the motor oil. Many motor oils also have detergents and dispersants added to help keep the engine clean and minimize oil sludge build-up. The oil is able to trap soot from combustion in itself, rather than leaving it deposited on the internal surfaces. It is a combination of this, and some singeing that turns used oil black after some running.

Rubbing of metal engine parts inevitably produces some microscopic metallic particles from the wearing of the surfaces. Such particles could circulate in the oil and grind against moving parts, causing wear. Because particles accumulate in the oil, it is typically circulated through an oil filter to remove harmful particles. An oil pump, a vane or gear pump powered by the engine, pumps the oil throughout the engine, including the oil filter. Oil filters can be a full flow or bypass type.

In the crankcase of a vehicle engine, motor oil lubricates rotating or sliding surfaces between the crankshaft journal bearings (main bearings and big-end bearings), and rods connecting the pistons to the crankshaft. The oil collects in an oil pan, or sump, at the bottom of the crankcase. In some small engines such as lawn mower engines, dippers on the bottoms of connecting rods dip into the oil at the bottom and splash it around the crankcase as needed to lubricate parts inside. In modern vehicle engines, the oil pump takes oil from the oil pan and sends it through the oil filter into oil galleries, from which the oil lubricates the main bearings holding the crankshaft up at the main journals and camshaft bearings operating the valves. In typical modern vehicles, oil pressure-fed from the oil galleries to the main bearings enters holes in the main journals of the crankshaft. From these holes in the main journals, the oil moves through passageways inside the crankshaft to exit holes in the rod journals to lubricate the rod bearings and connecting rods. Some simpler designs relied on these rapidly moving parts to splash and lubricate the contacting surfaces between the piston rings and interior surfaces of the cylinders. However, in modern designs, there are also passageways through the rods which carry oil from the rod bearings to the rod-piston connections and lubricate the contacting surfaces between the piston rings and interior surfaces of the cylinders. This oil film also serves as a seal between the piston rings and cylinder walls to separate the combustion chamber in the cylinder head from the crankcase. The oil then drips back down into the oil pan.^[4][5]

Motor oil may also serve as a cooling agent. In some constructions oil is sprayed through a nozzle inside the crankcase onto the piston to provide cooling of specific parts that undergo high temperature strain. On the other hand, the thermal capacity of the oil pool has to be filled, i.e. the oil has to reach its designed temperature range before it can protect the engine under high load. This typically takes longer than heating the main cooling agent — water or mixtures thereof — up to its operating temperature. In order to inform the driver about the oil temperature, some older and most high performance or racing engines feature an oil thermometer.

Due to its high viscosity, motor oil is not always the preferred oil for certain applications. Some applications make use of lighter products such as WD-40, when a lighter oil is desired, or honing oil if the desired viscosity needs to be mid-range.^[6]

Non-vehicle motor oils

An example is lubricating oil for four-stroke or four-cycle internal combustion engines such as those used in portable electricity generators and "walk behind" lawn mowers. Another example is two-stroke oil for lubrication of two-stroke or two-cycle internal combustion engines found in snow blowers, chain saws, model air planes, gasoline powered gardening equipment like hedge trimmers, leaf blowers and soil cultivators. Often, these motors are not exposed to as wide service temperature ranges as in vehicles, so these oils may be single viscosity oils.

In small two-stroke engines, the oil may be pre-mixed with the gasoline or fuel, often in a rich gasoline:oil ratio of 25:1, 40:1 or 50:1, and burned in use along with the gasoline. Larger two-stroke engines used in boats and motorcycles will have a more economical oil injection system rather than oil pre-mixed into the gasoline. The oil injection system is not used on small engines used in applications like snowblowers and trolling motors as the oil injection system is too expensive for small engines and would take up too much room on the equipment. The oil properties will vary according to the individual needs of these devices. Non-smoking two-stroke oils are composed of esters or polyglycols. Environmental legislation for leisure marine applications, especially in Europe, encouraged the use of ester-based two cycle oil.

Properties

Most motor oils are made from a heavier, thicker petroleum hydrocarbon base stock derived from crude oil, with additives to improve certain properties. The bulk of a typical motor oil consists of hydrocarbons with between 18 and 34 carbon atoms per molecule.^[7] One of the most important properties of motor oil in maintaining a lubricating film between moving parts is its viscosity. The viscosity of a liquid can be thought of as its "thickness" or a measure of its resistance to flow. The viscosity must be high enough to maintain a lubricating film, but low enough that the oil can flow around the engine parts under all conditions. The viscosity index is a measure of how much the oil's viscosity changes as temperature changes. A higher viscosity index indicates the viscosity changes less with temperature than a lower viscosity index.

Motor oil must be able to flow adequately at the lowest temperature it is expected to experience in order to minimize metal to metal contact between moving parts upon starting up the engine. The pour point defined first this property of motor oil, as defined by ASTM D97 as "... an index of the lowest temperature of its utility ..." for a given application,^[8] but the "cold cranking simulator" (CCS, see ASTM D5293-08) and "Mini-Rotary Viscometer" (MRV, see ASTM D3829-02(2007), ASTM D4684-08) are today the properties required in motor oil specs and define the SAE classifications.

Oil is largely composed of hydrocarbons which can burn if ignited. Still another important property of motor oil is its flash point, the lowest temperature at which the oil gives off vapors which can ignite. It is dangerous for the oil in a motor to ignite and burn, so a high flash point is desirable. At a petroleum refinery, fractional distillation separates a motor oil fraction from other crude oil fractions, removing the more volatile components, and therefore increasing the oil's flash point (reducing its tendency to burn).

Another manipulated property of motor oil is its Total base number (TBN), which is a measurement of the reserve alkalinity of an oil, meaning its ability to neutralize acids. The resulting quantity is determined as mg KOH/ (gram of lubricant). Analogously, Total acid number (TAN) is the measure of a lubricant's acidity. Other tests include zinc, phosphorus, or sulfur content, and testing for excessive foaming.

The NOACK volatility (ASTM D-5800) Test determines the physical evaporation loss of lubricants in high temperature service. A maximum of 15% evaporation loss is allowable to meet API SL and ILSAC GF-3 specifications. Some automotive OEM oil specifications require lower than 10%.

Grades

The Society of Automotive Engineers (SAE) has established a numerical code system for grading motor oils according to their viscosity characteristics. SAE viscosity gradings include the following, from low to high viscosity: 0, 5, 10, 15, 20, 25, 30, 40, 50 or 60. The numbers 0, 5, 10, 15 and 25 are suffixed with the letter W, designating they are "winter" (not "weight") or cold-start viscosity, at lower temperature. The number 20 comes with or without a W, depending on whether it is being used to denote a cold or hot viscosity grade. The document SAE J300 defines the viscometrics related to these grades.

Kinematic viscosity is graded by measuring the time it takes for a standard amount of oil to flow through a standard orifice, at standard temperatures. The longer it takes, the higher the viscosity and thus higher SAE code.

The SAE has a separate viscosity rating system for gear, axle, and manual transmission oils, SAE J306, which should not be confused with engine oil viscosity. The higher numbers of a gear oil (e.g., 75W-140) do not mean that it has higher viscosity than an engine oil.

In anticipation of new lower engine oil viscosity grades, to avoid confusion with the "winter" grades of oil the SAE adopted SAE 16 as a standard to follow SAE 20 instead of SAE 15. Regarding the change Michael Covitch of Lubrizol, Chair of the SAE International Engine Oil Viscosity Classification (EOVC) task force was quoted stating "If we continued to count down from SAE 20 to 15 to 10, etc., we would be facing continuing customer confusion problems with popular low-temperature viscosity grades such as SAE 10W, SAE 5W, and SAE 0W," he noted. "By choosing to call the new viscosity grade SAE 16, we established a precedent for future grades, counting down by fours instead of fives: SAE 12, SAE 8, SAE 4."^[9]

Single-grade

A single-grade engine oil, as defined by SAE J300, cannot use a polymeric Viscosity Index Improver (also referred to as Viscosity Modifier) additive. SAE J300 has established eleven viscosity grades, of which six are considered Winter-grades and given a W designation. The 11 viscosity grades are 0W, 5W, 10W, 15W, 20W, 25W, 20, 30, 40, 50, and 60. These numbers are often referred to as the "weight" of a motor oil, and single-grade motor oils are often called "straight-weight" oils.

For single winter grade oils, the dynamic viscosity is measured at different cold temperatures, specified in J300 depending on the viscosity grade, in units of mPa·s, or the equivalent older non-SI units, centipoise (abbreviated cP), using two different test methods. They are the Cold Cranking Simulator (ASTMD5293) and the Mini-Rotary Viscometer (ASTM D4684). Based on the coldest temperature the oil passes at, that oil is graded as SAE viscosity grade 0W, 5W, 10W, 15W, 20W, or 25W. The lower the viscosity grade, the lower the temperature the oil can pass. For example, if an oil passes at the specifications for 10W and 5W, but fails for 0W, then that oil must be labeled as an SAE 5W. That oil cannot be labeled as either 0W or 10W.

For single non-winter grade oils, the kinematic viscosity is measured at a temperature of 100 °C (212 °F) in units of mm²/s (millimeter squared per second) or the equivalent older non-SI units, centistokes (abbreviated cSt). Based on the range of viscosity the oil falls in at that temperature, the oil is graded as SAE viscosity grade 20, 30, 40, 50, or 60. In addition, for SAE grades 20, 30, and 1000, a minimum viscosity measured at 150 °C (302 °F) and at a high-shear rate is also required. The higher the viscosity, the higher the SAE viscosity grade is.

Multi-grade

The temperature range the oil is exposed to in most vehicles can be wide, ranging from cold temperatures in the winter before the vehicle is started up, to hot operating temperatures when the vehicle is fully warmed up in hot summer weather. A specific oil will have high viscosity when cold and a lower viscosity at the engine's operating temperature. The difference in viscosities for most single-grade oil is too large between the extremes of temperature. To bring the difference in viscosities closer together, special polymer additives called viscosity index improvers, or VIIs are added to the oil. These additives are used to make the oil a multi-grade motor oil, though it is possible to have a multi-grade oil without the use of VIIs. The idea is to cause the multi-grade oil to have the viscosity of the base grade when cold and the viscosity of the second grade when hot. This enables one type of oil to be used all year. In fact, when multi-grades were initially developed, they were frequently described as all-season oil. The viscosity of a multi-grade oil still varies logarithmically with temperature, but the slope representing the change is lessened. This slope representing the change with temperature depends on the nature and amount of the additives to the base oil.

The SAE designation for multi-grade oils includes two viscosity grades; for example, 10W-30 designates a common multi-grade oil. The first number '10W' is the viscosity of the oil at cold temperature and the second number is the viscosity at 100 °C (212 °F). The two numbers used are individually defined by SAE J300 for single-grade oils. Therefore, an oil labeled as 10W-30 must pass the SAE J300 viscosity grade requirement for both 10W and 30, and all limitations placed on the viscosity grades (for example, a 10W-30 oil must fail the J300 requirements at 5W). Also, if an oil does not contain any VIIs, and can pass as a multi-grade, that oil can be labelled with either of the two SAE viscosity grades. For example, a very simple multi-grade oil that can be easily made with modern base oils without any VII is a 20W-20. This oil can be labeled as 20W-20, 20W, or 20. Note, if any VIIs are used however, then that oil cannot be labeled as a single grade.

Breakdown of VIIs under shear is a concern in motorcycle applications, where the transmission may share lubricating oil with the motor. For this reason, synthetic oil or motorcycle-specific oil is sometimes recommended.^[10][11] The necessity of higher-priced motorcycle-specific oil has also been challenged by at least one consumer organization.^[12]

Standards

American Petroleum Institute (API)

Engine lubricants are evaluated against the American Petroleum Institute (API), SJ, SL, SM, SN, CH-4, CI-4, CI-4 PLUS and CJ-4 as well as International Lubricant Standardization and Approval Committee (ILSAC) GF-3, GF-4 and GF-5, and Cummins, Mack and John Deere requirements. These evaluations include chemical and physical properties using bench test methods as well as actual running engine tests to quantify engine sludge, oxidation, component wear, oil consumption, piston deposits and fuel economy.

The API sets minimum for performance standards for lubricants. Motor oil is used for the lubrication, cooling, and cleaning of internal combustion engines. Motor oil may be composed of a lubricant base stock only in the case of non-detergent oil, or a lubricant base stock plus additives to improve the oil's detergency, extreme pressure performance, and ability to inhibit corrosion of engine parts. Lubricant base stocks are categorized into five groups by the API. Group I base stocks are composed of fractionally distilled petroleum which is further refined with solvent extraction processes to improve certain properties such as oxidation resistance and to remove wax. Group II base stocks are composed of fractionally distilled petroleum that has been hydrocracked to further refine and purify it. Group III base stocks have similar characteristics to Group II base stocks, except that Group III base stocks have higher viscosity indexes. Group III base stocks are produced by further hydrocracking of either Group II base stocks or hydroisomerized slack wax (a Group I and II dewaxing process by-product). Group IV base stock are polyalphaolefins (PAOs). Group V is a catch-all group for any base stock not described by Groups I to IV. Examples of group V base stocks include polyolesters (POE), polyalkylene glycols (PAG), and perfluoropolyalkylethers (PFPAEs). Groups I and II are commonly referred to as mineral oils, group III is typically referred to as synthetic (except in Germany and Japan, where they must not be called synthetic) and group IV is a synthetic oil. Group V base oils are so diverse that there is no catch-all description.

The API service classes^[13] have two general classifications: S for "service/spark ignition" (typical passenger cars and light trucks using gasoline engines), and C for "commercial/compression ignition" (typical diesel equipment). Engine oil which has been tested and meets the API standards may display the API Service Symbol (also known as the "Donut") with the service designation on containers sold to oil users.^[13]

The latest API service standard designation is SN for gasoline automobile and light-truck engines. The SN standard refers to a group of laboratory and engine tests, including the latest series for control of high-temperature deposits. Current API service categories include SN, SM, SL and SJ for gasoline engines. All previous service designations are obsolete, although motorcycle oils commonly still use the SF/SG standard.

All the current gasoline categories (including the obsolete SH), have placed limitations on the phosphorus content for certain SAE viscosity grades (the xW-20, xW-30) due to the chemical poisoning that phosphorus has on catalytic converters. Phosphorus is a key anti-wear component in motor oil and is usually found in motor oil in the form of zinc dithiophosphate (ZDDP). Each new API category has placed successively lower phosphorus and zinc limits, and thus has created a controversial issue of obsolescent oils needed for older engines, especially engines with sliding (flat/cleave) tappets. API, and ILSAC, which represents most of the worlds major automobile/engine manufacturers, states API SM/ILSAC GF-4 is fully backwards compatible, and it is noted that one of the engine tests required for API SM, the Sequence IVA, is a sliding tappet design to test specifically for cam wear protection. Not everyone is in agreement with backwards compatibility, and in addition, there are special situations, such as "performance" engines or fully race built engines, where the engine protection requirements are above and beyond API/ILSAC requirements. Because of this, there are specialty oils out in the market place with higher than API allowed phosphorus levels. Most engines built before 1985 have the flat/cleave bearing style systems of construction, which is sensitive to reducing zinc and phosphorus. Example; in API SG rated oils, this was at the 1200-1300 ppm level for zinc and phosphorus, where the current SM is under 600 ppm. This reduction in anti-wear chemicals in oil has caused premature failures of camshafts and other high pressure bearings in many older automobiles and has been blamed for pre-mature failure of the oil pump drive/cam position sensor gear that is meshed with camshaft gear in some modern engines.

There are three diesel engine service designations which are current: CJ-4, CI-4, and CH-4. Some manufacturers continue to use obsolete designations such as CC for small or stationary diesel engines. In addition, API created a separated CI-4 PLUS designation in conjunction with CJ-4 and CI-4 for oils that meet certain extra requirements, and this marking is located in the lower portion of the API Service Symbol "Donut".

It is possible for an oil to conform to both the gasoline and diesel standards. In fact, it is the norm for all diesel rated engine oils to carry the "corresponding" gasoline specification. For example, API CJ-4 will almost always list either SL or SM, API CI-4 with SL, API CH-4 with SJ, and so on.

Motorcycle oil

The API oil classification structure has eliminated specific support for wet-clutch motorcycle applications in their descriptors, and API SJ and newer oils are referred to be specific to automobile and light truck use. Accordingly, motorcycle oils are subject to their own unique standards. As discussed above, motorcycle oils commonly still use the obsolescent SF/SG standard.

ILSAC

The International Lubricant Standardization and Approval Committee (ILSAC) also has standards for motor oil. Introduced in 2004, GF-4^[14] applies to SAE 0W-20, 5W-20, 0W-30, 5W-30, and 10W-30 viscosity grade oils. In general, ILSAC works with API in creating the newest gasoline oil specification, with ILSAC adding an extra requirement of fuel economy testing to their specification. For GF-4, a Sequence VIB Fuel Economy Test (ASTM D6837) is required that is not required in API service category SM.

A key new test for GF-4, which is also required for API SM, is the Sequence IIIG, which involves running a 3.8 L (232 c.i.d.), GM 3.8 L V-6 at 125 hp (93 kW), 3,600 rpm, and 150 °C (300 °F) oil temperature for 100 hours. These are much more severe conditions than any API-specified oil was designed for: cars which typically push their oil temperature consistently above 100 °C (212 °F) are most turbocharged engines, along with most engines of European or Japanese origin, particularly small capacity, high power output.

The IIIG test is about 50% more difficult^[15] than the previous IIIF test, used in GF-3 and API SL oils. Engine oils bearing the API starburst symbol since 2005 are ILSAC GF-4 compliant.^[16]

To help consumers recognize that an oil meets the ILSAC requirements, API developed a "starburst" certification mark.

A new set of specifications, GF-5,^[17] took effect in October 2010. The industry has one year to convert their oils to GF-5 and in September 2011, ILSAC will no longer offer licensing for GF-4.

ACEA

The ACEA (Association des Constructeurs Européens d'Automobiles) performance/quality classifications A3/A5 tests used in Europe are arguably more stringent than the API and ILSAC standards. CEC (The Co-ordinating European Council) is the development body for fuel and lubricant testing in Europe and beyond, setting the standards via their European Industry groups; ACEA, ATIEL, ATC and CONCAWE.

Lubrizol, a supplier of additives to nearly all motor oil companies, hosts a Relative Performance Tool which directly compares the manufacturer and industry specs. Differences in their performance is apparent in the form of interactive spider graphs, which both expert and novice can appreciate.^[18]

JASO

The Japanese Automotive Standards Organization (JASO) has created their own set of performance and quality standards for petrol engines of Japanese origin.

For four-stroke gasoline engines, the JASO T904 standard is used, and is particularly relevant to motorcycle engines. The JASO T904-MA and MA2 standards are designed to distinguish oils that are approved for wet clutch use, with MA2 lubricants delivering higher friction performance. The JASO T904-MB standard denotes oils not suitable for wet clutch use, and are therefore used in scooters equipped with continuously variable transmissions. The addition of friction modifiers to JASO MB oils can contribute to greater fuel economy in these applications.^[19]

For two-stroke gasoline engines, the JASO M345 (FA, FB, FC, FD) standard is used,^[20] and this refers particularly to low ash, lubricity, detergency, low smoke and exhaust blocking.

These standards, especially JASO-MA (for motorcycles) and JASO-FC, are designed to address oil-requirement issues not addressed by the API service categories. One element of the JASO-MA standard is a friction test designed to determine suitability for wet clutch usage.^[10][21] An oil that meets JASO-MA is considered appropriate for wet clutch operations. Oils marketed as motorcycle-specific will carry the JASO-MA label.

ASTM

A 1989 American Society for Testing and Materials (ASTM) report stated that its 12-year effort to come up with a new high-temperature, high-shear (HTHS) standard was not successful. Referring to SAE J300, the basis for current grading standards, the report stated:

The rapid growth of non-Newtonian multigraded oils has rendered kinematic viscosity as a nearly useless parameter for characterising "real" viscosity in critical zones of an engine... There are those who are disappointed that the twelve-year effort has not resulted in a redefinition of the SAE J300 Engine Oil Viscosity Classification document so as to express high-temperature viscosity of the various grades ... In the view of this writer, this redefinition did not occur because the automotive lubricant market knows of no field failures unambiguously attributable to insufficient HTHS oil viscosity.^[22]

Other additives

In addition to the viscosity index improvers, motor oil manufacturers often include other additives such as detergents and dispersants to help keep the engine clean by minimizing sludge buildup, corrosion inhibitors, and alkaline additives to neutralize acidic oxidation products of the oil. Most commercial oils have a minimal amount of zinc dialkyldithiophosphate as an anti-wear additive to protect contacting metal surfaces with zinc and other compounds in case of metal to metal contact. The quantity of zinc dialkyldithiophosphate is limited to minimize adverse effect on catalytic converters. Another aspect for after-treatment devices is the deposition of oil ash, which increases the exhaust back pressure and reduces fuel economy over time. The so-called "chemical box" limits today the concentrations of sulfur, ash and phosphorus (SAP).

There are other additives available commercially which can be added to the oil by the user for purported additional benefit. Some of these additives include:

• EP additives, like zinc dialkyldithiophosphate (ZDDP) additives and sulfonates, preferably calcium sulfonates, are available to consumers for additional protection under extreme-pressure conditions or in heavy duty performance situations. Calcium sulfonates additives are also added to protect motor oil from oxidative breakdown and to prevent the formation of sludge and varnish deposits. Both were the main basis of additive packages used by lubricant manufacturers up until the 1990s when the need for ashless additives arose. Main advantage was very low price and wide availability (sulfonates were originally waste byproducts). Currently there are ashless oil lubricants without these additives, which can only fulfill the qualities of the previous generation with more expensive basestock and more expensive organic or organometallic additive compounds. Some new oils are not formulated to provide the level of protection of previous generations to save manufacturing costs. Lately API specifications reflect that
• Some molybdenum disulfide containing additives to lubricating oils are claimed to reduce friction, bond to metal, or have anti-wear properties. MoS₂ particles can be shear-welded on steel surface and some engine components were even treated with MoS₂ layer during manufacture, namely liners in engines. (Trabant for example).^[23] They were used in World War II in flight engines and became commercial after World War II until the 1990s. They were commercialized in the 1970s (ELF ANTAR Molygraphite) and are today still available (Liqui Moly MoS₂ 10 W-40, www.liqui-moly.de). Main disadvantage of molybdenum disulfide is anthracite black color, so oil treated with it is hard to distinguish from a soot filled engine oil with metal shavings from spun crankshaft bearing.
• In the 1980s and 1990s, additives with suspended PTFE particles were available, e.g., "Slick50", to consumers to increase motor oil's ability to coat and protect metal surfaces. There is controversy as to the actual effectiveness of these products, as they can coagulate and clog the oil filter and tiny oil passages in the engine. It is supposed to work under boundary lubricating conditions, which good engine designs tend to avoid anyway. Also, Teflon alone has little to no ability to firmly stick on a sheared surface, unlike molybdenum disulfide, for example.
• Various extreme-pressure (EP) additives and antiwear additives.
• Many patents proposed use perfluoropolymers to reduce friction between metal parts, such as PTFE (Teflon), or micronized PTFE. However, the application obstacle of PTFE is insolubility in lubricant oils. Their application is questionable and depends mainly on the engine design — one that can not maintain reasonable lubricating conditions might benefit, while properly designed engine with oil film thick enough would not see any difference. PTFE is a very soft material, thus its friction coefficient becomes worse than that of hardened steel-to-steel mating surfaces under common loads. PTFE is used in composition of sliding bearings where it improves lubrication under relatively light load until the oil pressure builds up to full hydrodynamic lubricating conditions.

EP additives may be incompatible with some motorcycles which share wet clutch lubrication with the engine.^[10]

Environmental effects

Due to its chemical composition, world-wide dispersion and effects on the environment, used motor oil is considered a serious environmental problem.^[24][25] Most current motor oil lubricants contain petroleum base stocks, which are toxic to the environment and difficult to dispose of after use.^[26] Over 40% of the pollution in America's waterways is from used motor oil.^[27] Used oil is considered the largest source of oil pollution in the U.S. harbor and waterways, at 385 million gallons per year, mostly from improper disposal.^[28] By far, the greatest cause of motor oil pollution in our oceans comes from drains and urban street runoff, much of which is from improper disposal of engine oil.^[29] One gallon of used oil can create an eight-acre slick on surface water, threatening fish, waterfowl and other aquatic life.^[28] According to the U.S. EPA, films of oil on the surface of water prevent the replenishment of dissolved oxygen, impair photosynthetic processes, and block sunlight.^[30] Toxic effects of used oil on freshwater and marine organisms vary, but significant long-term effects have been found at concentrations of 310 ppm in several freshwater fish species and as low as 1 ppm in marine life forms.^[30] Motor oil can have an incredibly detrimental effect on the environment, particularly to plants that depend on healthy soil to grow. There are three main ways that motor oil affects plants: contaminating water supplies, contaminating soil, and poisoning plants. Used motor oil dumped on land reduces soil productivity.^[30] Improperly disposed used oil ends up in landfills, sewers, backyards, or storm drains where soil, groundwater and drinking water may be contaminated.^[31]

Synthetic oils

Synthetic lubricants were first synthesized, or man-made, in significant quantities as replacements for mineral lubricants (and fuels) by German scientists in the late 1930s and early 1940s because of their lack of sufficient quantities of crude for their (primarily military) needs. A significant factor in its gain in popularity was the ability of synthetic-based lubricants to remain fluid in the sub-zero temperatures of the Eastern front in wintertime, temperatures which caused petroleum-based lubricants to solidify owing to their higher wax content. The use of synthetic lubricants widened through the 1950s and 1960s owing to a property at the other end of the temperature spectrum, the ability to lubricate aviation engines at temperatures that caused mineral-based lubricants to break down. In the mid-1970s, synthetic motor oils were formulated and commercially applied for the first time in automotive applications. The same SAE system for designating motor oil viscosity also applies to synthetic oils. A common problem encountered when people began switching to synthetic oils was leakage. Owners of cars, especially older and vintage automobiles, found that their cars, that did not leak using conventional oils, suddenly had leaks all over with the synthetic oils. This remains a problem, although it has encouraged many vintage car owners to investigate newer technology oil seals for their engines so that they can take advantage of the properties of synthetic oils. Synthetic oil makers have not addressed the leakage problem in a forthright manner, and this has caused suspicion by many consumers that synthetic oils are merely another overpriced oil scam.

Synthetic oils are derived from either Group III, Group IV, or some Group V bases. Synthetics include classes of lubricants like synthetic esters as well as "others" like GTL (Methane Gas-to-Liquid) (Group V) and polyalpha-olefins (Group IV). Higher purity and therefore better property control theoretically means synthetic oil has better mechanical properties at extremes of high and low temperatures. The molecules are made large and "soft" enough to retain good viscosity at higher temperatures, yet branched molecular structures interfere with solidification and therefore allow flow at lower temperatures. Thus, although the viscosity still decreases as temperature increases, these synthetic motor oils have a higher viscosity index over the traditional petroleum base. Their specially designed properties allow a wider temperature range at higher and lower temperatures and often include a lower pour point. With their improved viscosity index, synthetic oils need lower levels of viscosity index improvers, which are the oil components most vulnerable to thermal and mechanical degradation as the oil ages, and thus they do not degrade as quickly as traditional motor oils. However, they still fill up with particulate matter, although the matter better suspends within the oil, and the oil filter still fills and clogs up over time. So, periodic oil and filter changes should still be done with synthetic oil; but some synthetic oil suppliers suggest that the intervals between oil changes can be longer, sometimes as long as 16,000-24,000 km (10,000–15,000 mi) primarily due to reduced degradation by oxidation.

Tests show that fully synthetic oil is superior in extreme service conditions to conventional oil, and may perform better for longer under standard conditions. But in the vast majority of vehicle applications, mineral oil based lubricants, fortified with additives and with the benefit of over a century of development, continue to be the predominant lubricant for most internal combustion engine applications.

Bio-based oils

Bio-based oils existed prior to the development of petroleum-based oils in the 19th century. They have become the subject of renewed interest with the advent of bio-fuels and the push for green products. The development of canola-based motor oils began in 1996 in order to pursue environmentally friendly products. Purdue University has funded a project to develop and test such oils. Test results indicate satisfactory performance from the oils tested.^[32] A review on the status of bio-based motor oils and base oils globally, as well as in the U.S, shows how bio-based lubricants show promise in augmenting the current petroleum-based supply of lubricating materials, as well as replacing it in many cases.^[33]

The USDA National Center for Agricultural Utilization Research developed an Estolide lubricant technology made from vegetable and animal oils. Estolides have shown great promise in a wide range of applications, including engine lubricants.^[34] Working with the USDA, a California-based company Biosynthetic Technologies has developed a high performance “drop-in” biosynthetic oil using Estolide technology for use in motor oils and industrial lubricants. This biosynthetic oil American Petroleum Institute (API) has the potential to greatly reduce environmental challenges associated with petroleum. Independent testing not only shows biosynthetic oils to be among the highest-rated products for protecting engines and machinery; they are also bio-based, biodegradable, non-toxic and do not bioaccumulate in marine organisms. Also, motor oils and lubricants formulated with biosynthetic base oils can be recycled and re-refined with petroleum-based oils.^[35] The U.S.-based company Green Earth Technologies manufactures a bio-based motor oil, called G-Oil, made from animal oils.^[36]

Maintenance

The oil and the oil filter need to be periodically replaced. While there is a full industry surrounding regular oil changes and maintenance, an oil change is a fairly simple operation that most car owners can do themselves.

In engines, there is some exposure of the oil to products of internal combustion, and microscopic coke particles from black soot accumulate in the oil during operation. Also the rubbing of metal engine parts produces some microscopic metallic particles from the wearing of the surfaces. Such particles could circulate in the oil and grind against the part surfaces causing wear. The oil filter removes many of the particles and sludge, but eventually the oil filter can become clogged, if used for extremely long periods.

The motor oil and especially the additives also undergo thermal and mechanical degradation, which reduce the viscosity and reserve alkalinity of the oil. At reduced viscosity, the oil is not as capable of lubricating the engine, thus increasing wear and the chance of overheating. Reserve alkalinity is the ability of the oil to resist formation of acids. Should the reserve alkalinity decline to zero, those acids form and corrode the engine.

Some engine manufacturers specify which SAE viscosity grade of oil should be used, but different viscosity motor oil may perform better based on the operating environment. Many manufacturers have varying requirements and have designations for motor oil they require to be used. In general, unless specified by the manufacturer, heavier weight oils are not necessarily better than lighter weight oils; heavy oils tend to stick longer to parts between two moving surfaces, and this degrades the oil faster than a lighter weight oil that flows better, allowing fresh oil in its place sooner. Cold weather has a thickening effect on conventional oil, and this is one reason lighter weight oils are manufacturer recommended in places with cold winters.

Motor oil changes are usually scheduled based on the time in service or the distance that the vehicle has traveled. These are rough indications of the real factors that control when an oil change is appropriate, which include how long the oil has been run at elevated temperatures, how many heating cycles the engine has been through, and how hard the engine has worked. The vehicle distance is intended to estimate the time at high temperature, while the time in service is supposed to correlate with the number of vehicle trips and capture the number of heating cycles. Oil does not degrade significantly just sitting in a cold engine. On the other hand, if a car is driven just for very short distances, the oil is not allowed to fully heat-up, and contaminants such as water accumulates in the oil, due to lack of sufficient heat to boil off the water. Oil of this nature, just sitting in an engine, can cause problems.

Also important is the quality of the oil used, especially with synthetics (synthetics are more stable than conventional oils). Some manufacturers address this (for example, BMW and VW with their respective long-life standards), while others do not.

Time-based intervals account for the short-trip drivers who drive short distances, which build up more contaminants. Manufacturers advise to not exceed their time or distance-driven interval for a motor oil change. Many modern cars now list somewhat higher intervals for changing oil and filter, with the constraint of "severe" service requiring more frequent changes with less-than ideal driving. This applies to short trips of under 15 km (10 mi), where the oil does not get to full operating temperature long enough to burn off condensation, excess fuel, and other contamination that leads to "sludge", "varnish", "acids", or other deposits. Many manufacturers have engine computer calculations to estimate the oil's condition based on the factors which degrade it, such as RPM, temperatures, and trip length; one system adds an optical sensor for determining the clarity of the oil in the engine. These systems are commonly known as Oil Life Monitors or OLMs.

Some quick oil change shops recommended intervals of 5,000 km (3,000 mi) or every three months, which is not necessary, according to many automobile manufacturers. This has led to a campaign by the California EPA against the 3,000 mile myth, promoting vehicle manufacturer's recommendations for oil change intervals over those of the oil change industry. This is still an active debate within the industry however and service technicians still recommend 3000 or 5000 miles service intervals in the conservative North American market, as it suits the customer to have their vehicle inspected regularly in order to prevent larger problems from developing (for example slight coolant leaks left unnoticed could lead to an overheat condition). Also, in many vehicles engine "sludge" from longer oil change intervals has become a problem and led to very costly repairs sometimes including complete engine overhauls. Oil consumption is also a problem when using longer intervals and vehicle owners need to be aware of this and check their oil levels regularly. Severe engine damage will result from running the oil level too low. On top of that many manufactures are now using turbochargers and lack of proper lubrication is the primary cause of premature turbo failure. This lack of lubrication can be caused by sludge build up in the oil lines causing restriction of flow and/or simply low oil levels.

The engine user can, in replacing the oil, adjust the viscosity for the ambient temperature change, thicker for summer heat and thinner for the winter cold. Lower viscosity oils are common in newer vehicles.

By the mid-1980s, recommended viscosities had moved down to 10W-30, primarily to improve fuel efficiency. A modern typical application would be Honda motor's use of 5W-20 (and on their newest vehicles, 0W-20) viscosity oil for 12,000 km (7,500 mi). Engine designs are evolving to allow the use of low-viscosity oils without the risk of excessive metal-to-metal abrasion, principally in the cam and valve mechanism.

Future

A new process to break down polyethylene, a common plastic product found in many consumer containers, is used to make a paraffin-like wax with the correct molecular properties for conversion into a lubricant, bypassing the expensive Fischer-Tropsch process. The plastic is melted and then pumped into a furnace. The heat of the furnace breaks down the molecular chains of polyethylene into wax. Finally, the wax is subjected to a catalytic process that alters the wax's molecular structure, leaving a clear oil. ^[37]

Biodegradable Motor Oils based on esters or hydrocarbon-ester blends appeared in the 1990s followed by formulations beginning in 2000 which respond to the bio-no-tox-criteria of the European preparations directive (EC/1999/45).^[38] This means, that they not only are biodegradable according to OECD 301x test methods, but also the aquatic toxicities (fish, algae, daphnie) are each above 100 mg/L.

Another class of base oils suited for engine oil are the polyalkylene glycols. They offer zero-ash, bio-no-tox properties and lean burn characteristics.^[39]

Re-refined motor oil

The oil in a motor oil product does break down and burns as it is used in an engine — it also gets contaminated with particles and chemicals that make it a less effective lubricant. Re-refining cleans the contaminants and used additives out of the dirty oil. From there, this clean "base stock" is blended with some virgin base stock and a new additives package to make a finished lubricant product that can be just as effective as lubricants made with all-virgin oil.^[40] The United States Environmental Protection Agency (EPA) defines re-refined products as containing at least 25% re-refined base stock,^[41] but other standards are significantly higher. The California State public contract code defines a re-refined motor oil as one that contains at least 70% re-refined base stock.^[42]

Packaging

Motor oils were sold at retail in glass bottles, metal cans and metal/cardboard cans, before the advent of the current polyethylene plastic bottle, which began to appear in the early 1980s. Reusable spouts were made separately from the cans; with a piercing point like that of a can opener, these spouts could be used to puncture the top of the can and to provide an easy way to pour the oil.

Today, motor oil is generally sold in bottles of either 1 U.S. quart (946mL) or 1L as well as in larger plastic containers ranging from approximately 4.4 to 5 liters (4.6 to 5.3 U.S. qt) due to most small to mid-size engines requiring around 3.6 to 5.2 liters (3.8 to 5.5 U.S. qt) of engine oil.

There is a growing trend to sell motor oil in flexible packaging, for instance stand-up pouches.

Distribution to larger users (such as drive-through oil change shops) is often in bulk, by tanker truck or in 1 barrel (160 l) drums.

See also

• Waste oil

References

External links

Wikimedia Commons has media related to Motor oil.

• How to change the oil in your car, a how-to article from wikiHow
• ACEA European Oil Sequences
• Table of SAE and ISO viscosity gradings
• Oil Car BMW Compact Cup
• Measuring free radicals in used engine oil

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