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© INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
HEAVY DUTY DIESEL ENGINE OIL FUEL
ECONOMY: TODAY, TOMORROW AND BEYOND
David Brass
April 19, 2016
39th Automotive/Petroleum Industry Forum
2 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Outline
Topics
• What is PC-11
• Enabling fuel economy
• Maintaining durability while enabling fuel economy
• Advancing fuel economy for the future
3 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
• EMA requested new API category be introduced in 2016 to help meet latest government
regulations requiring improved FE performance
– Driven by EPA and NHTSA requirements to reduce GHG emissions and fuel consumption,
mandatory by 2018
– Engine Manufacturers targeting use of new oils starting with 2017 model year engines
New Viscosity
Grades & Limits
PC-11 Category
New Tests
Shear Stability VolatilityFuel EconomyOxidation Control Aeration Control
API FA-4
Backward serviceability
uncertain
SAE XW-30
HTHSV: 2.9 – 3.2 mPa·s
PC-11, ACEA
API CK-4
Fully backward
compatible
SAE XW-30 and Heavier
HTHSV > 3.5 mPa·s
PC-11, ACEA
Caterpillar Engine
Oil Aeration Test
Volvo T-13
4 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
PC-11 and Fuel Economy
PC-11 is introducing new, lower HTHS viscosity Heavy Duty engine oils to capture fuel
economy.
• PC-11 will further promote the growing trend to SAE 10W-30s.
• Market penetration of SAE 10W-30 API FA-4’s will take time without broad back
serviceability by all OEMs and limited applications at PC-11 launch
*Proposed API CK-4 and API FA-4 donuts under consideration by API
5 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Evolution of Viscosity Grades for the Future
• Today = SAE 15W-40
• Tomorrow = SAE 10W-30
• Beyond = SAE 5W-30, 5W-20, 0W-XX oils
6 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Changes in Demands on Oil from PC-10 to PC-11
Changes Effect on Oil Effect on Fuel Economy
Moderate EGR w/ SCR replacing
Heavy EGR
Reduced soot level at drain from
3-4% to 1-2% ↑
Shear Stability Tightening
Less 35 SSI type polymers will
be used ↓
Thermal management of engines
leads to higher oil operating
temperature in engines
Operating oil viscosities will be
lower in the engine ↑
Increased oxidation of the oil due
to longer time spent at high
temperatures
↓
Larger sump size and larger
available oil supply
Reduced oxidation of oil
↑
7 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Greater Demands on Oil
Robust durability is a must and needs to come together
with fuel economy along with many critical factors that
are integrated into PC-11
AerationDURABILITY
Shear
Stability Volatility
Thermal
Management
FUEL
ECONOMY
Soot
Control
Extended
Drain
8 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Enabling Fuel Economy
9 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
What Drives Fuel Economy
• Engine oil lubricants systems consume energy while pumping and engine oil films
play a role determining frictional losses in engine operation
• Efficiency could be increased with a engine oil lubricant tailored to minimize friction
and pumping losses
• Durability remains a paramount concern and should never be compromised or
sacrificed for fuel economy benefits
• This requires a carefully balanced lubricant formulation with an optimized
combination of additive components, viscosity modifiers and base oils.
Majority of the data taken from “Pinkus and Wilcox, The Role of Tribology
in Energy Conservation, Lubrication Engineering, 34 (11), pp 599-610”
10 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Benefits to Fuel Economy Improvement in Heavy
Duty Diesel Engines
Single Truck / Month
Miles Driven 10,000 Miles
Current MPG 7 MPG
Fuel used 1428.6 Gallons
Fuel Savings for 1% FEI 14.1 Gallons
Single Truck / Year
Fuel Savings for 1% FEI 169.1 Gallons
Cost Savings ($2.50 / Gallon) $422.8
• A fleet of 50 trucks can save ~$20k per year even with low
diesel gas prices.
• 300k Class 8 trucks sold in NA in 2015, which would save
50.7M gallons of fuel/year and $127M/year at 1% FEI
11 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Types of Fuel Economy Testing
J1321
Line Haul
Class 8 Trucks
Detroit Diesel Series 60
Detroit Diesel DD15
J1321
Stop & Go
Class 5/6 Trucks
Engine
Dynamometer
Class 5 Engines
IHDT466E
Ford 6.7L Power Stroke
GM 6.5L
Ford 6.7L Power Stroke
Class 4-7
trucks make up
just under 50%
of commercial
trucks
12 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Lower HTHS Viscosity Enables
Improved Fuel Economy
Lower HTHS Improves FE
Same DI Package
Drive Cycle Impacts FE Improvements
Same oil compared to a SAE 15W-40 reference
The reduction in viscosity grade from SAE 15W-40 to
SAE 10W-30 (2.9-3.2 HTHS) will provide a boost in
fuel economy.
13 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
1.1 2.1
2.10.8 1.1 1.5
Fuel Economy Improvement for PC-11 Prototypes
SAE 10W-30 Low HTHS
Class 5 Stop & Go
14 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Effect of Viscosity Modifiers on Fuel Economy
Shear Rate
Viscosity
Increasing FE
• The addition of viscosity modifiers to an oil improves fuel economy over a
pure Newtonian oil
• Higher shear thinning polymers help more with fuel economy
• Limits on shear stability for PC-11 will restrict use of 35 SSI polymers
• Lower viscosity grades will use less viscosity modifiers
FEImprovement%
HTHS (150°C), mPa·s
15 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Retained Fuel Economy of PC-11 Prototype
1.82.1
• Increased oxidation strength will help to retain fuel economy for longer as
viscosities will be held lower for longer
• PC-11 Prototype was able to maintain fuel economy improvement at 50k Miles
field aging in DD15 engines which is the recommended oil drain interval for
that service
16 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Maintaining Durability While Enabling Fuel
Economy
17 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Durability at New, Lower Viscosities
• For PC-11, durability must be maintained at lower viscosities
– The performance in all legacy wear tests from API CJ-4 must be met
at the lower viscosities
API FA-4
Wear performance
demonstrated at
HTHS Viscosity
of 2.9 - 3.2 cP
RFWT
Cummins ISB
Cummins ISM
Mack T-12
Maintain
Protection
API CJ-4
Wear performance
demonstrated at
HTHS Viscosity
of > 3.5 cP
RFWT
Cummins ISB
Cummins ISM
Mack T-12
18 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Strong Wear Performance Achievable at Low Viscosity
All testing completed at 5.0 cSt BOV100 and 3.0 cP HTHSV150
Product Results PC-11 Test Limits
19 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Formulation Balance is Critical for Durability and
Fuel Economy
Unbalanced Formulation Balanced Formulation
After 500k miles in the field unbalanced formulations can lead to durability concerns
Low viscosity oils can lead to fuel economy gains, but balanced formulations are
needed to maintain durability
20 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Advancing Fuel Economy For The Future
21 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Enhanced Fuel Economy Lubricants
Must Be Durability-Proven
• SAE 5W-20 (2.6 HTHS) oils with Grp III/IV base stocks were engine/field
tested and demonstrated “Fit for Purpose” performance in global API, ACEA
and OEM specifications
• Was not qualified as API CJ-4 since formulation is below acceptable API
HTHS minimum specification limit
• Demonstrates ability to meet PC-11 type qualifications with proper chemistry
Viscometric
Results
SAE 5W-20
Limits
Kinematic Viscosity, 100°C, cSt 7.86 5.6 < x < 9.3
CCS, -30°C, cP 4560 6,600 max.
HTHS Viscosity,150°C, cP 2.6 2.6 min.
22 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
FE Demo Oil Project:
Cummins ISX Durability Testing
• No appreciable wear difference between 15W-40 and 5W-20 in the Cummins cycle
• All wear metal parameters were below field condemning limits
Cummins Avg EOT Ring Gap (inches)
15W-40 5W-20
Solid: 15W-40 | Dashed: 5W-20
■ FE ■ CU ■ PB
• Two 500 hour tests at Cummins (2010 Engine, Cummins protocol):
– 15W-40 (4.1 HTHS) Commercial CJ-4 oil
– 5W-20 (2.5 HTHS) FE demo prototype oil with enhanced wear protection
23 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Conclusion
• The PC-11 specification will introduce two new specifications: API CK-4 and FA-4
– Introduces new, lower HTHS viscosity Heavy Duty engine oils to capture fuel economy
– Requires increase in additive performance to provide significant benefits to end users
especially in area of fuel economy and thermal degradation
• PC-11 will further promote the growing trend to SAE 10W-30s
– Market penetration of SAE 10W-30 API FA-4’s will take time due to lack of broad back
serviceability by all OEMs and limited applications at launch
• Although Fuel Economy gains are dependent on drive cycle, the addition of the
lower HTHS 10W-30 grade will boost fuel economy improvement by ~1%
• Further fuel economy improvements need to be balanced with formulation solutions
that can ultimately maintain the durability of the engine
24 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved.
Permission is given for storage of one copy in electronic means for reference purposes. Further reproduction of any material is
prohibited without prior written consent of Infineum International Limited. The information contained in this document is based upon data
believed to be reliable at the time of going to press and relates only to the matters specifically mentioned in this document. Although
Infineum has used reasonable skill and care in the preparation of this information, in the absence of any overriding obligations arising
under a specific contract, no representation, warranty (express or implied), or guarantee is made as to the suitability, accuracy, reliability
or completeness of the information; nothing in this document shall reduce the user’s responsibility to satisfy itself as to the suitability,
accuracy, reliability, and completeness of such information for its particular use; there is no warranty against intellectual property
infringement; and Infineum shall not be liable for any loss, damage or injury that may occur from the use of this information other than
death or personal injury caused by its negligence. No statement shall be construed as an endorsement of any product or process. For
greater certainty, before use of information contained in this document, particularly if the product is used for a purpose or under
conditions which are abnormal or not reasonably foreseeable, this information must be reviewed with the supplier of such information.
Links to third party websites from this document are provided solely for your convenience. Infineum does not control and is not
responsible for the content of those third party websites. If you decide to access any of those websites, you do so entirely at your own
risk. Please also refer to our Privacy Policy.
© INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved
"INFINEUM, PARATAC, SYNACTO, VISTONE and the interlocking ripple device are Trade Marks of Infineum International Limited

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Heavy Duty Diesel Engine OIl Fuel Economy

  • 1. © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. HEAVY DUTY DIESEL ENGINE OIL FUEL ECONOMY: TODAY, TOMORROW AND BEYOND David Brass April 19, 2016 39th Automotive/Petroleum Industry Forum
  • 2. 2 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Outline Topics • What is PC-11 • Enabling fuel economy • Maintaining durability while enabling fuel economy • Advancing fuel economy for the future
  • 3. 3 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. • EMA requested new API category be introduced in 2016 to help meet latest government regulations requiring improved FE performance – Driven by EPA and NHTSA requirements to reduce GHG emissions and fuel consumption, mandatory by 2018 – Engine Manufacturers targeting use of new oils starting with 2017 model year engines New Viscosity Grades & Limits PC-11 Category New Tests Shear Stability VolatilityFuel EconomyOxidation Control Aeration Control API FA-4 Backward serviceability uncertain SAE XW-30 HTHSV: 2.9 – 3.2 mPa·s PC-11, ACEA API CK-4 Fully backward compatible SAE XW-30 and Heavier HTHSV > 3.5 mPa·s PC-11, ACEA Caterpillar Engine Oil Aeration Test Volvo T-13
  • 4. 4 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. PC-11 and Fuel Economy PC-11 is introducing new, lower HTHS viscosity Heavy Duty engine oils to capture fuel economy. • PC-11 will further promote the growing trend to SAE 10W-30s. • Market penetration of SAE 10W-30 API FA-4’s will take time without broad back serviceability by all OEMs and limited applications at PC-11 launch *Proposed API CK-4 and API FA-4 donuts under consideration by API
  • 5. 5 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Evolution of Viscosity Grades for the Future • Today = SAE 15W-40 • Tomorrow = SAE 10W-30 • Beyond = SAE 5W-30, 5W-20, 0W-XX oils
  • 6. 6 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Changes in Demands on Oil from PC-10 to PC-11 Changes Effect on Oil Effect on Fuel Economy Moderate EGR w/ SCR replacing Heavy EGR Reduced soot level at drain from 3-4% to 1-2% ↑ Shear Stability Tightening Less 35 SSI type polymers will be used ↓ Thermal management of engines leads to higher oil operating temperature in engines Operating oil viscosities will be lower in the engine ↑ Increased oxidation of the oil due to longer time spent at high temperatures ↓ Larger sump size and larger available oil supply Reduced oxidation of oil ↑
  • 7. 7 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Greater Demands on Oil Robust durability is a must and needs to come together with fuel economy along with many critical factors that are integrated into PC-11 AerationDURABILITY Shear Stability Volatility Thermal Management FUEL ECONOMY Soot Control Extended Drain
  • 8. 8 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Enabling Fuel Economy
  • 9. 9 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. What Drives Fuel Economy • Engine oil lubricants systems consume energy while pumping and engine oil films play a role determining frictional losses in engine operation • Efficiency could be increased with a engine oil lubricant tailored to minimize friction and pumping losses • Durability remains a paramount concern and should never be compromised or sacrificed for fuel economy benefits • This requires a carefully balanced lubricant formulation with an optimized combination of additive components, viscosity modifiers and base oils. Majority of the data taken from “Pinkus and Wilcox, The Role of Tribology in Energy Conservation, Lubrication Engineering, 34 (11), pp 599-610”
  • 10. 10 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Benefits to Fuel Economy Improvement in Heavy Duty Diesel Engines Single Truck / Month Miles Driven 10,000 Miles Current MPG 7 MPG Fuel used 1428.6 Gallons Fuel Savings for 1% FEI 14.1 Gallons Single Truck / Year Fuel Savings for 1% FEI 169.1 Gallons Cost Savings ($2.50 / Gallon) $422.8 • A fleet of 50 trucks can save ~$20k per year even with low diesel gas prices. • 300k Class 8 trucks sold in NA in 2015, which would save 50.7M gallons of fuel/year and $127M/year at 1% FEI
  • 11. 11 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Types of Fuel Economy Testing J1321 Line Haul Class 8 Trucks Detroit Diesel Series 60 Detroit Diesel DD15 J1321 Stop & Go Class 5/6 Trucks Engine Dynamometer Class 5 Engines IHDT466E Ford 6.7L Power Stroke GM 6.5L Ford 6.7L Power Stroke Class 4-7 trucks make up just under 50% of commercial trucks
  • 12. 12 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Lower HTHS Viscosity Enables Improved Fuel Economy Lower HTHS Improves FE Same DI Package Drive Cycle Impacts FE Improvements Same oil compared to a SAE 15W-40 reference The reduction in viscosity grade from SAE 15W-40 to SAE 10W-30 (2.9-3.2 HTHS) will provide a boost in fuel economy.
  • 13. 13 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. 1.1 2.1 2.10.8 1.1 1.5 Fuel Economy Improvement for PC-11 Prototypes SAE 10W-30 Low HTHS Class 5 Stop & Go
  • 14. 14 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Effect of Viscosity Modifiers on Fuel Economy Shear Rate Viscosity Increasing FE • The addition of viscosity modifiers to an oil improves fuel economy over a pure Newtonian oil • Higher shear thinning polymers help more with fuel economy • Limits on shear stability for PC-11 will restrict use of 35 SSI polymers • Lower viscosity grades will use less viscosity modifiers FEImprovement% HTHS (150°C), mPa·s
  • 15. 15 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Retained Fuel Economy of PC-11 Prototype 1.82.1 • Increased oxidation strength will help to retain fuel economy for longer as viscosities will be held lower for longer • PC-11 Prototype was able to maintain fuel economy improvement at 50k Miles field aging in DD15 engines which is the recommended oil drain interval for that service
  • 16. 16 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Maintaining Durability While Enabling Fuel Economy
  • 17. 17 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Durability at New, Lower Viscosities • For PC-11, durability must be maintained at lower viscosities – The performance in all legacy wear tests from API CJ-4 must be met at the lower viscosities API FA-4 Wear performance demonstrated at HTHS Viscosity of 2.9 - 3.2 cP RFWT Cummins ISB Cummins ISM Mack T-12 Maintain Protection API CJ-4 Wear performance demonstrated at HTHS Viscosity of > 3.5 cP RFWT Cummins ISB Cummins ISM Mack T-12
  • 18. 18 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Strong Wear Performance Achievable at Low Viscosity All testing completed at 5.0 cSt BOV100 and 3.0 cP HTHSV150 Product Results PC-11 Test Limits
  • 19. 19 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Formulation Balance is Critical for Durability and Fuel Economy Unbalanced Formulation Balanced Formulation After 500k miles in the field unbalanced formulations can lead to durability concerns Low viscosity oils can lead to fuel economy gains, but balanced formulations are needed to maintain durability
  • 20. 20 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Advancing Fuel Economy For The Future
  • 21. 21 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Enhanced Fuel Economy Lubricants Must Be Durability-Proven • SAE 5W-20 (2.6 HTHS) oils with Grp III/IV base stocks were engine/field tested and demonstrated “Fit for Purpose” performance in global API, ACEA and OEM specifications • Was not qualified as API CJ-4 since formulation is below acceptable API HTHS minimum specification limit • Demonstrates ability to meet PC-11 type qualifications with proper chemistry Viscometric Results SAE 5W-20 Limits Kinematic Viscosity, 100°C, cSt 7.86 5.6 < x < 9.3 CCS, -30°C, cP 4560 6,600 max. HTHS Viscosity,150°C, cP 2.6 2.6 min.
  • 22. 22 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. FE Demo Oil Project: Cummins ISX Durability Testing • No appreciable wear difference between 15W-40 and 5W-20 in the Cummins cycle • All wear metal parameters were below field condemning limits Cummins Avg EOT Ring Gap (inches) 15W-40 5W-20 Solid: 15W-40 | Dashed: 5W-20 ■ FE ■ CU ■ PB • Two 500 hour tests at Cummins (2010 Engine, Cummins protocol): – 15W-40 (4.1 HTHS) Commercial CJ-4 oil – 5W-20 (2.5 HTHS) FE demo prototype oil with enhanced wear protection
  • 23. 23 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Conclusion • The PC-11 specification will introduce two new specifications: API CK-4 and FA-4 – Introduces new, lower HTHS viscosity Heavy Duty engine oils to capture fuel economy – Requires increase in additive performance to provide significant benefits to end users especially in area of fuel economy and thermal degradation • PC-11 will further promote the growing trend to SAE 10W-30s – Market penetration of SAE 10W-30 API FA-4’s will take time due to lack of broad back serviceability by all OEMs and limited applications at launch • Although Fuel Economy gains are dependent on drive cycle, the addition of the lower HTHS 10W-30 grade will boost fuel economy improvement by ~1% • Further fuel economy improvements need to be balanced with formulation solutions that can ultimately maintain the durability of the engine
  • 24. 24 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Permission is given for storage of one copy in electronic means for reference purposes. Further reproduction of any material is prohibited without prior written consent of Infineum International Limited. The information contained in this document is based upon data believed to be reliable at the time of going to press and relates only to the matters specifically mentioned in this document. Although Infineum has used reasonable skill and care in the preparation of this information, in the absence of any overriding obligations arising under a specific contract, no representation, warranty (express or implied), or guarantee is made as to the suitability, accuracy, reliability or completeness of the information; nothing in this document shall reduce the user’s responsibility to satisfy itself as to the suitability, accuracy, reliability, and completeness of such information for its particular use; there is no warranty against intellectual property infringement; and Infineum shall not be liable for any loss, damage or injury that may occur from the use of this information other than death or personal injury caused by its negligence. No statement shall be construed as an endorsement of any product or process. For greater certainty, before use of information contained in this document, particularly if the product is used for a purpose or under conditions which are abnormal or not reasonably foreseeable, this information must be reviewed with the supplier of such information. Links to third party websites from this document are provided solely for your convenience. Infineum does not control and is not responsible for the content of those third party websites. If you decide to access any of those websites, you do so entirely at your own risk. Please also refer to our Privacy Policy. © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved "INFINEUM, PARATAC, SYNACTO, VISTONE and the interlocking ripple device are Trade Marks of Infineum International Limited