Ballot Change to API 1509 Annex Q Addition of SAE 0W 16 & 5W 16 Engine Oils. April 17, 2014

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1 Ballot Change to API 1509 Annex Q Addition of SAE 0W 16 & 5W 16 Engine Oils April 17,

2 Ballot Summary Ballot: Ballot Change to API 1509 Annex Q - Addition of SAE 0W-16 & 5W-16 Engine Oils Ballot ID: 3158 Start Date: 1/17/14 Closing 2/17/14 Associate: Dennis Bachelder Proposal: Ballot Change to API 1509 Annex Q - Addition of SAE 0W-16 & 5W-16 Engine Oils Coordinator: Sara Miller VotingCategor y Affirmativ Negative Abstain Did Not e Vote Balloting Totals: Total Responses: 18 Total Ballots: 20 Response Rate ((Affirmative + Negative + Abstain) / Total Ballots): 90% Must be > 50% Approval Rate (Affirmative / [Affirmative + Negative] ): 40% Must be >= 66.66% Consensus: NO 2

3 Ballot Voting Results Matthew Ansari Chevron Global Lubricants Yes Mike Brown SK Lubricants No Brent Calcut Afton Chemical Corporation Yes Brad Chatterjee Pinnacle Oil, Inc. No Barbara Dennis BP Lubricants USA Inc. Yes Reginald Dias Phillips 66 Yes Gail Evans Lubrizol Corporation, The Yes Joan Evans Infineum USA L.P. Yes Luc Girard Petro-Canada Yes David Gray Evonik Oil Additives Yes Larry Kuntschik ILMA No James Linden TOTAL Lubricants USA, Inc. Yes Scott Lindholm Shell Global Solutions No Glenn Mazzamaro Vanderbilt Chemicals LLC Yes Michael Ragomo ExxonMobil Yes Scott Rajala Idemitsu Lubricants America No Greg Raley Motiva Enterprises LLC No Thom Smith Ashland Consumer Markets Yes Paula Vettel novvi LLC No Rodney Walker Safety-Kleen, Lubricants Division No Vote Results Voter Interest Category Company Comments Affirmative Negative Abstain Did Not Vote 3

4 Comments Matthew Ansari Chevron Global Lubricants Q-5 Technical Voting Negative since Q-5 should not be modified per industry consensus No change Brent Calcut Afton Chemical Corporation Table Q-5 Technical Fuel economy limits for W-16 should not be listed in Annex Q. No change. All revisions should be included in Annex G Barbara Dennis BP Lubricants USA Inc. Table Q5 General As written, the revised GF-5 specification has 0W-16 and 5W-16 grades requiring a TEOST 33C. These grades should not require a TEOST 33C. The note on the TEOST 33C should state: No TEOST 33c limit for SAE 0W-16, 0W-20 and 5W Reginald Dias Phillips 66? General One ILSAC memeber has made request to withdraw this ballot because the accompanying Annex document is not inclusive of all GF-5 updates from the previous revison. 4

5 Comments Gail Evans Lubrizol Corporation, The Table Q-5 General It is our understanding that this ballot will be reissued with a correction. We reserve our vote & any comments for the reissued ballot Joan Evans Infineum USA L.P. Table Q-5 Technical Table is not updated with latest changes from Ballot November 2012 adding HTHS requirement update the Table and re issue the ballot Luc Girard Petro-Canada Table 1 General The wording of this ballot does not incorporate HTHS limits previously balloted Rework entire document while being mindful of the previously balloted HTHS limits David Gray Evonik Oil Additives Annex Q General We belive this issue should be determined by direct marketers of finished fluids and do not wish to adversely impact the decision James Linden TOTAL Lubricants USA, Inc. Table Q General Based upon comments at the February 12 LG meeting this ballot will need to be re-issued to correct mistakes in the ballot. The updated version of Annex Q (but not yet published) does not permit the inclusion of oils with HTHS values below 2.6 mpa-s for GF-5, thus listing fuel economy requirements for such oils in Annex Q makes no sense. A footnote describing the fuel economy requirements for xw-16 oils could be included in Table G-5 5

6 Comments Glenn Mazzamaro Vanderbilt Chemicals LLC Table Q-5 General For FEISum, the difference between W-30 oils and W- 20 oil limit is 0.7 while this difference for FEI2 is 0.3. This is consistent with FEISum having a contribution from FEI1 and FEI2. When moving from W-20 to W-16 oils, the proposed FEISum difference is 0.3, but the FEI2 difference is zero, so there is no contribution to FEISum from FEI2, which is inconsistent with all other viscosity grades. FEI2 limits increase from 0.6 to 0.9 to 1.2 as we move down in viscosity grades from 10W-30 to W-30 to W-20, so we would expect a higher FEI2 limit for W-16 oils than for W-20 oils. For W-16 oils, the Seq. VID limit for FEI2 is 1.3%. 6

7 Comments Michael Ragomo ExxonMobil Table Q-5 Technical The original intent for expanding SAE J300 to include xw- 16 grades was such that these grades would be included with GF-6 specification development. Table Q-5 Technical Sequence VID limits for ILSAC GF-5 and API SN Resource Conserving were established from significant work (~70 tests). These data were roughly split evenly between xw-20 and xw-30 grades, and the xw-20 oils run were roughly split evenly between 0W-20 and 5W-20 grades. No xw-16 data were included in the matrix data that led to the establishment of the current GF-5 ILSAC limits. Table Q-5 Technical Proposed Sequence VID limits for ILSAC GF-5 (and would apply to API SN Resource Conserving) for xw-16 grades are based on limited data. It is not evident whether only favorable data were presented. It is also not evident whether industry data (both for and against these limits) has been requested or considered in this proposal. Table Q-5 Technical Proposed Sequence VID limit for xw-16 grades sets a precedent for GF-6 limits prematurely, and may not align with findings from Sequence VIE matrix testing. Table Q-5 Technical TEOST 33C limits should not be included for xw-16 grades. Defer inclusion of SAE xw-16 grades in ILSAC GF-5 or API SN Resource Conserving specification. Allow xw- 16 grades to be licensable against API SN (only) specification, with limits under the middle column of Annex 5, Table G-5. Include xw-16 grades with ILSAC GF-6 matrix testing to ensure a robust statistical design is used to properly evaluate these grades before setting Propose including xw-16 grades with ILSAC GF-6 matrix testing to ensure a robust statistical design is used to properly evaluate these grades before setting Propose including xw-16 grades with ILSAC GF-6 matrix testing to ensure a robust statistical design is used to properly evaluate these grades before setting Propose including xw-16 grades with ILSAC GF-6 matrix testing to ensure a robust statistical design is used to properly evaluate these grades before setting Expand current note to also exclude SAE 0W-16 and 5W-16 grades. 7

8 Comments Ron Romano Ford Motor Company Table Q5 Technical This ballot should be withdrawn. The vesion of Q5 that was modified was not the latest version and does not show the changes to Q5 agreed on in the Nov 2012 ballot. The changes in Q5 in this ballot contradict the Table Q5 agreed to in 11/2012. Based on the 11/2012 changes, Table Q5 should have a min HTHS150 requirement of 2.6 so W-16 can't be part of table Q5 and GF-5. It was agreed upon by ILSAC and API that W-16 viscosity grades would not be included in GF Thom Smith Ashland Consumer Markets Table Q-5 General The marked up version of Annex Q is not the latest version. Does not include HTHS restriciton Jerry Wang Chevron Oronite Company LLC Table Q-5 General xw-16 oils were not evaluated during VID test development or during GF-5 limit negotiation. Available data show examples of possible performance but not sufficient to create a new limit Use existing limits such as the one for other viscosity grades or xw-20 8

9 Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils Ballot Revision A revision to Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils has been issued. It was necessary to revise the ballot of Annex Q, Table Q-5 because the text in the ballot did not include specifications for High Shear/High Temperature Viscosity and Shear stability (10-hour stripped 100 C) which were balloted and accepted into the standard in November The revised ballot of Annex Q, Table Q-5 includes the missing specifications as Bold Underline text. There is no change to the changes to Annex Q, Table Q-5 which are being balloted. (Yellow Highlight) Ballot Instructions Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils ILSAC (International Lubricant Specification Advisory Committee) and JAMA (Japan Automobile Manufacturers Association) have requested the inclusion of the new SAE 0W-16 and SAE 5W-16 viscosity grades in API 1509, Annex Q ILSAC Minimum Performance Standards for Passenger Car Engine Oils. ILSAC/JAMA provided an example of Annex Q with the proposed changes. Lubricants Group reviewed the proposed changes to API 1509, Annex Q and agreed to ballot them for inclusion into API 1509, Annex Q. Lubricants Group Members should review Annex Q with the changes highlighted. Lubricants Group Members should cast their vote using the API eballot System. All Votes will be counted and all Comments will be reviewed and resolved before the ballot results are final. Non Lubricants Group Members may review Annex Q with the changes highlighted. Non Lubricants Group Members can comment on the ballot using the API eballot System. All Comments will be reviewed and resolved before the ballot results are final. The Ballot Closes on Monday February 17, All Ballots and comments must be received by this date. If approved the Effective Date of the Change to API 1509 will be February 17, Page 1 of 5

10 Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils Requirement Fresh Oil Viscosity Requirements SAE J300 Table Q-5 ILSAC GF-5 Passenger Car Engine Oil Standard Criterion Oils shall meet all requirements of SAE J300. Viscosity grades are limited to SAE 0W, 5W, and 10W multigrade oils Gelation index ASTM D5133 High Temperature/High Shear Viscosity 12 (max) To be evaluated from 5 C to temperature at which 40,000 cp is attained or 40 C, or 2 Celsius degrees below appropriate MRV TP-1 temperature (defined by SAE J300), whichever occurs first ASTM D4683, D4741, or D mpa s 150 C Engine Test Requirements Wear and oil thickening Kinematic viscosity 40 C, % Average weighted piston deposits, merits Hot stuck rings Average cam plus lifter wear, μm Wear, sludge, and varnish Average engine sludge, merits Average rocker cover sludge, merits Average engine varnish, merits Average piston skirt varnish, merits Oil screen sludge, % area Oil screen debris, % area Hot-stuck compression rings Cold stuck rings Oil ring clogging, % area Valvetrain wear Average cam wear (7 position avg), μm Bearing corrosion Bearing weight loss, mg Fuel efficiency SAE W-16 viscosity grade FEI SUM FEI 2 SAE W-20 viscosity grade FEI SUM FEI 2 SAE W-30 viscosity grade FEI SUM FEI 2 SAE 10W-30 and all other viscosity grades not listed above FEI SUM FEI 2 ASTM Sequence IIIG (ASTM D7320) 150 (max) 4.0 (min) None 60 (max) ASTM Sequence VG (ASTM D6593) 8.0 (min) 8.3 (min) 8.9 (min) 7.5 (min) 15 (max) Rate and report None Rate and report Rate and report ASTM Sequence IVA (ASTM D6891) 90 (max) ASTM Sequence VIII (ASTM D6709) 26 (max) ASTM Sequence VID (ASTM D7589) 2.9% min 1.2% min after 100 hours aging 2.6% min 1.2% min after 100 hours aging 1.9% min 0.9% min after 100 hours aging 1.5% min 0.6% min after 100 hours aging Page 2 of 5

11 Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils Requirement Bench Test Requirements Catalyst compatibility Phosphorus content, % (mass) Phosphorus volatility (Sequence IIIGB, phosphorus retention) Sulfur content SAE 0W and 5W multigrades, % (mass) SAE 10W-30, % (mass) Wear Phosphorus content, % (mass) Volatility Evaporation loss, % Simulated distillation, % High temperature deposits Deposit weight, mg High temperature deposits Total deposit weight, mg Filterability EOWTT, % with 0.6% H 2 O with 1.0% H 2 O with 2.0% H 2 O with 3.0% H 2 O EOFT, % Fresh oil foaming characteristics Tendency, ml Sequence I Sequence II Sequence III Stability, ml, after 1-minute settling Sequence I Sequence II Sequence III Fresh oil high temperature foaming characteristics Criterion ASTM D (max) ASTM D % (min) ASTM D4951 or D (max) 0.6 (max) ASTM D (min) ASTM D (max), 1 hour at 250 C (Note: Calculated conversions specified in D5800 are allowed.) ASTM D (max) at 371 C TEOST MHT (ASTM D7097) 35 (max) TEOST 33C (ASTM D6335) 30 (max) Note: No TEOST 33C limit for SAE 0W-20. ASTM D (max) flow reduction 50 (max) flow reduction 50 (max) flow reduction 50 (max) flow reduction Note: Test formulation with highest additive (DI/VI) concentration. Read across results to all other base oil/viscosity grade formulations using same or lower concentration of identical additive (DI/VI) combination. Each different DI/VI combination must be tested. ASTM D (max) flow reduction ASTM D892 (Option A and excluding paragraph 11) 10 (max) 50 (max) 10 (max) 0 (max) 0 (max) 0 (max) Page 3 of 5

12 Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils Tendency, ml Stability, ml, after 1-minute settling Requirement Bench Test Requirements (continued) Aged oil low temperature viscosity Measure CCS viscosity of EOT ROBO sample at CCS temperature corresponding to original viscosity grade Aged oil low temperature viscosity ASTM D6082 (Option A) 100 (max) 0 (max) Criterion ROBO (ASTM D7528) a) If CCS viscosity measured is less than or equal to the maximum CCS viscosity specified for the original viscosity grade, run ASTM D4684 (MRV TP-1) at the MRV temperature specified in SAE J300 for the original viscosity grade. b) If CCS viscosity measured is higher than the maximum viscosity specified for the original viscosity grade in J300, run ASTM D4684 (MRV TP-1) at 5 C higher temperature (i.e., at MRV temperature specified in SAE J300 for the next higher viscosity grade). c) EOT ROBO sample must show no yield stress in the D4684 test and its D4684 viscosity must be below the maximum specified in SAE J300 for the original viscosity grade or the next higher viscosity grade, depending on the CCS viscosity grade, as outlined in a) or b) above. or ASTM Sequence IIIGA (ASTM D7320) a) If CCS viscosity measured is less than or equal to the maximum CCS viscosity specified for the original viscosity grade, run ASTM D4684 (MRV TP-1) at the MRV temperature specified in SAE J300 for the original viscosity grade. b) If CCS viscosity measured is higher than the maximum viscosity specified for the original viscosity grade in J300, run ASTM D4684 (MRV TP-1) at 5 C higher temperature (i.e., at MRV temperature specified in SAE J300 for the next higher viscosity grade). c) EOT IIIGA sample must show no yield stress in the D4684 test and its D4684 viscosity must be below the maximum specified in SAE J300 for the original viscosity grade or the next higher viscosity grade, depending on the CCS viscosity grade, as outlined in a) or b) above. Shear stability 10-hour stripped 100 C Homogeneity and miscibility Engine rusting Average gray value Emulsion retention 0 C, 24 hours 25 C, 24 hours Elastomer compatibility ASTM Sequence VIII (ASTM D6709) Kinematic viscosity must remain in original SAE viscosity grade except W-20 which must remain 5.6 mm2/s ASTM D6922 Shall remain homogeneous and, when mixed with ASTM Test Monitoring Center (TMC) reference oils, shall remain miscible. Ball Rust Test (ASTM D6557) 100 (min) ASTM D7563 No water separation No water separation Page 4 of 5

13 Ballot Change to API 1509 Annex Q Addition of SAE 0W-16 & 5W-16 Engine Oils ASTM D7216 Annex A2 Candidate oil testing for elastomer compatibility shall be performed using the five Standard Reference Elastomers (SREs) referenced herein and defined in SAE J2643. Candidate oil testing shall be performed according to ASTM D7216 Annex A2. The post-candidate-oilimmersion elastomers shall conform to the specification limits detailed below: Elastomer Material (SAE J2643) Polyacrylate Rubber (ACM-1) Hydrogenated Nitrile Rubber (HNBR-1) Silicone Rubber (VMQ-1) Fluorocarbon Rubber (FKM-1) Ethylene Acrylic Rubber (AEM-1) Test Procedure Material Property Units Limits ASTM D471 Volume % -5, 9 ASTM D2240 Hardness pts. -10, 10 ASTM D412 Tensile Strength % -40, 40 ASTM D471 Volume % -5, 10 ASTM D2240 Hardness pts. -10, 5 ASTM D412 Tensile Strength % -20, 15 ASTM D471 Volume % -5, 40 ASTM D2240 Hardness pts. -30, 10 ASTM D412 Tensile Strength % -50, 5 ASTM D471 Volume % -2, 3 ASTM D2240 Hardness pts. -6, 6 ASTM D412 Tensile Strength % -65, 10 ASTM D471 Volume % -5, 30 ASTM D2240 Hardness pts. -20, 10 ASTM D412 Tensile Strength % -30, 30 Page 5 of 5