The Importance of Engine Oil Quality for the Automotive Industry

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The Importance of Engine Oil Quality for the Automotive Industry SSM Presentation Luzern, September 25, 08 Author: ReinhardBütehorn, GMPT-E Base Engine Lubrication Systems 1

The Importance of Engine Oil Quality for the Automotive Industry Content: Drivers for high Performance Engine Oils ACEA Sequences OEM Inhouse Specifications / GM Specs. Impact on Engine Oil / Practical Examples Summary 2

Drivers for High Performance Engine Oils Continuous improvement of engine oil for modern High Tech-engines ensures: Long-Term Engine Durability Long Drain Intervals Emission Legislation Compliance Fuel Economy Fuel Quality Compatibility And Enables New Engine Technology -Cam Phaser, Multiple T/C s, Supercharger-T/C 3

Drivers for high Performance Engine Oils Increased Customer Expectations (e.g. Opel Compact Vehicle) 1991 2000 2008 E-Kadett Astra Astra Engine Type C16 NZ X16XE Z16LET Power [KW] 55 77 132 Power Density [KW/L] 34 48 83 Max.Velocity [km/h] 150 180 221 Max. Oiltemp. [ C] 120 130 140 Oil Volume [L] 3,5 3,5 4,5 Change Interval 5 kkm/ 15 kkm/ max. 30 kkm/ 6 months 1 year 1 year 4

Emission/Oil Spec Comparison OPEL Kadett C16NZ OPEL Astra Z16LET 5

OEM Members/Brands represented in ACEA Brands covered, e.g.: GME Volkswagen AG ACEA WGFL Pass. Cars/ Light Duty Group: BMW Ford Europe GM Europe PSA (Peugeot-Citroen) Porsche Renault Volkswagen Volvo WGFL Subgroup Lubricants OEM Members meeting frequently maintaining/updating specs 6

Engine Tests in ACEA Oil Specifications Gasoline Test Aspect Engine Type TU5 High Temp Deposit 1,6 MPFI L4 SEQ VG Low Temp Sludge 4,6 V8 TU3M Cam Wear 1,4 SPI L4 M111 Black Sludge 2,0 MPFI L4 M111 Fuel Economy 2,0 MPFI L4 Diesel DV4TD Medium Temp Dispersivity 1,4 L4 DI TC VW DI Piston Cleanliness, Ring Stick 1,9 L4 DI TC/IC OM602A* Engine Wear, Oil Consumption 2,5 L5 IDI TC * will soon be replaced by OM 646, 2,2 L4 Common Rail DI TC/IC MPFI = Multi Port Fuel Inj., SPI = Single Point Inj., TC = Turbo charged, IC = Intercooled 7

ACEA 2007 LD Tests & Requirements Summary A1/B1-04 A3/B3-04 A3/B4-04 A5/B5-04 C1-04 C2-04 C3-07 C4-07 HTHS 2.9 to 3.5 > 3.5 > 3.5 2.9 to 3.5 2.9 2.9 3.5 3.5 Noack 15 13 13 13 13 13 13 11 Sulphated ash 1.3 1.5 1.6 1.6 0.5 0.8 0.8 0.5 Sulphur report report report report 0.2 0.3 0.3 0.2 Phosphorus report report report report 0.05 0.07 to 0.09 0.07 to 0.09 0.09 Chlorine report report report report report report report report TBN - - - - - - 6 6 TU3M Pass Pass Pass Pass Pass Pass Pass Pass Sequence VG Pass Pass Pass Pass Pass Pass Pass Pass M111SL-AES RL 140 RL 140 RL 140 RL 140 RL 140 RL 140 RL 140 RL 140 +4δ or > 9.0 M111FE 2.5 - - 2.5 2.5 2.5 1.0 for xw-30 1.0 for xw-30 VW ICTD - Piston cleanliness RL 148 RL 148 - - - - - - OM602A - Cam wear KV Increase Bore polish Cylinder wear TDI - Piston cleanliness Ring sticking OM646LA 50.0 90.0 7.0 20.0 50.0 90.0 7.0 20.0 - - 50.0 90.0 7.0 20.0 RL206-3pts 1.2 / 2.5 / 0.0 50.0 90.0 7.0 20.0 RL206 1.2 / 2.5 / 0.0 50.0 90.0 7.0 20.0 RL206 1.2 / 2.5 / 0.0 50.0 90.0 7.0 20.0 RL206 1.2 / 2.5 / 0.0 45.0 70.0 4.5 15.0 RL206 1.2 / 2.5 / 0.0 may be used at an equivalent performence level to the OM602A when the test becomes available as a CEC test 45.0 70.0 4.5 15.0 RL206 1.2 / 2.5 / 0.0 8

OEM Inhouse Engine Oil Specifications Industry oil standards like ACEA, API are result of compromises Requirements are not fully tailorable to individual OEM needs like: -Long drain capability -Enhanced Fuel Economy -Backwards Compatibility (Aftersales Requirement) -Universal Oil (one oil for Gasoline, Diesel, CNG, LPG, Hybrids) -Compatibility with specific aftertreatment systems (DPF, NOx storage catalyst etc.) -Applicability for various fuel qualities (E85, B20 etc.) 9

GME Engine Oil Specification Approach Inhouse on top Engine tests: Inhouse Compatibility: Inhouse elastomer tests Chem.-physical: Inhouse requirements Engine tests: Industry Standard (ACEA, API) Basis Chem.-physical: Standard tests Compatibility: Standard elastomers 10

Example: GME Engine Oil Specification Oil quality GM-LL-A-025 GM-LL-B-025 PHYSICAL - CHEMICAL REQUIREMENTS Requirements Method High Temperature High Shear Viscosity (HTHS) CEC L-36-A-90, ASTM D4741 2.9 mpa s 3.5 mpa s Viscosity Classificat ion Service Fill SAE J 300 0W-30, 5W-30, 0W-40, 5W-40 0W-30, 5W-30, 0W-40, 5W-40 Evaporation Loss (Noack) CEC L-40-A-93, ASTM D5800/A 11.5 wt% 11.5 wt% Total Base Number LBCH02-14 > 10.5 mg KOH/g > 9.0 mg KOH/g DIN 51 400-10, ASTM D4951 (ICP) Sulphur EN ISO 14596, ASTM D2622 (XRF) < 0.5 wt% < 0.5 wt% Sulfated ash DIN 51 575, ASTM D874 1.6 wt% 1.6 wt% Foaming Tendency / Stability Sequence I, II, II (24 + 94 C), ASTM D892 PASS PASS HT Foaming Tendency Sequence IV (150 C) ASTM D6082 PASS PASS Shear Stability CEC L-14-A-93 PASS PASS ELASTOMER TESTS Elastomer Compatibility, ACEA CEC-L-39-T-96, VDA 675301 Elastomer Compatibility. GM GME 60 255 Elastomer Types: RE1 (FPM), RE2-99 (ACM), RE3-04 (VMQ), RE4 (NBR), AEM Elastomer Types: VQM, FPM, NBR, ACM Elastomer Types: RE1 (FPM), RE2-99 (ACM), RE3-04 (VMQ), RE4 (NBR), AEM Elastomer Types: VQM, FPM, NBR, ACM Standard Test & Requirement: ACEA Test or Requirement: GM Inhouse 11

Example: GME Engine Oil Specification Oil quality GM-LL-A-025 GM-LL-B-025 ENGINE TESTS High Temperature Deposits, Ring Sticking, Oil Thickening Low Temperature Sludge Black Sludge Valve Train, Scuffing Wear Fuel Economy Ring Sticking, Piston Cleanliness Medium-Temp. Dispersivity DI Diesel Piston Cleanliness, Ring Sticking Wear, Viscosity Stability, Oil Consumption Peugeot TU5JP-L4, CEC L-88-T-02 ACEA A3/B4 PASS ACEA A3/B4 PASS Sequence VG, ASTM D6593 ACEA A3/B4 PASS ACEA A3/B4 PASS MB M111, CEC L-53-T-95 ACEA A3/B4 PASS ACEA A3/B4 PASS Peugeot TU3MS, CEC L-38-A-94 ACEA A3/B4 PASS ACEA A3/B4 PASS M 111 vs. RL191 (15W-40), CEC-L-54-T-96 GME 8331TP (vehicle roller bench) 1.5 % - VW 1.6L TC Diesel Intercooler, CEC-L-46-T-93 ACEA A3/B4 PASS ACEA A3/B4 PASS DV4TD CEC-L-093 ACEA A3/B4 PASS ACEA A3/B4 PASS VW DI, CEC L-78-T-99 ACEA A3/B4 PASS ACEA A3/B4 PASS OM646LA, Draft CEC-L-099 (until available alt. OM602A) ACEA A3/B4 PASS ACEA A3/B4 PASS Oil Release Test Gasoline Engines OP1 GMPTE-T DUR020 PASS - Aeration Test GMPTE-T MEC024 PASS PASS Valve train wear test (RNT) GMPTE-T DUR021 PASS - Oil Release Test Diesel Engines GMPTE-T DUR019 - PASS Standard Test & Requirement: ACEA Test or Requirement: GM Inhouse 12

GME Engine Oil Aftersales Releases Prerequisite for elongated Oil change intervals Supports Opel/GME Quality strategy Introduction in January 2002 GM-LL-A-025: 80 approvals -Gasoline engines from MY 02,5 -max. 30.000 km/1 year Oil change -HTHS > 2.9 not backwards compatible GM-LL-A / B-025 combined: 68 approvals -All Gasoline & Diesel engines from MY 02,5 -And backwards compatible GM-LL-B-025: 143 approvals -Diesel engines from MY 02,5 -max. 30.000 km/1 year Oil change -HTHS > 3.5 backwards compatible Summarized: - 155 approvals - thereof 132 Re-brands & Re-blends 13

Example: GM Global Engine Oil Working Title Specification GEOS A GEOS B PHYSICAL - CHEMICAL REQUIREMENTS Requirements High Temperature High Shear Viscosity (HTHS) Method CEC L-36-A-90, ASTM D4741 xw-20 2.6 mpa s xw-30 2.9 mpa s 3.5 mpa s Viscosity Classification Service Fill SAE J 300 0W-20, 5W-20, 0W-30, 5W-30 0W-30, 5W-30, 0W-40, 5W-40 Evaporation Loss (Noack) CEC L-40-A-93, ASTM D5800/A 13.0 wt% 13.0 wt% Total Base Number DIN ISO 3771, ASTM D 2896 6.0 mg KOH/g 6.0 mg KOH/g Ball Rust Test ASTM D 6557 100 min 100 min Sulphur DIN 51 400-10, ASTM D4951 (ICP) EN ISO 14596, ASTM D2622 (XRF) 0.4 wt% 0.3 wt% Phosphorus DIN 51 363-3, ASTM D4951 (ICP) DIN 51 363-2, ASTM 6443 (XRF) 0.08 wt% 0.070-0.090 wt% Sulfated ash DIN 51 575, ASTM D874 1.0 wt% 0.8 wt% Chlorine ISO 15597 (XRF) < 150 ppm < 150 ppm Foaming Tendency / Stability Sequence I, II, II (24 + 94 C), ASTM D892 ILSAC GF-4 & ACEA C3-07 PASS ILSAC GF-4 & ACEA C3-07 PASS HT Foaming Tendency Sequence IV (150 C) ASTM D6082 ILSAC GF-4 & ACEA C3-07 PASS ILSAC GF-4 & ACEA C3-07 PASS Shear Stability Bosch Injector, CEC L-14-A-93 stay in grade stay in grade Corrosion Performance Factory Fill only LBCH02-45 [ISO 6270-2, AHT & prep] 0 (no corrosion) 0 (no corrosion) ELASTOMER TESTS Elastomer Compatibility ACEA: CEC-L-39-T-96, VDA 675301 SAE: ASTM D7216 Elastomer Types: ACEA: RE-1 (FPM), RE-4 (NBR), AEM SAE J2643: ACM-1, VMQ-1, HNBR-1 Elastomer Types: ACEA: RE-1 (FPM), RE-4 (NBR), AEM SAE J2643: ACM-1, VMQ-1, HNBR-1 Standard Test & Requirement: ACEA API Test or Requirement: GM Inhouse 14

Example: GM Global Engine Oil Working Title Specification GEOS A GEOS B ENGINE TESTS High Temperature Deposits, Ring Sticking, Oil Thickening Black Sludge Valve Train, Scuffing Wear Fuel Economy Medium-Temp. Dispersivity DI Diesel Piston Cleanliness, Ring Sticking Wear, Viscosity Stability, Oil Consumption Bearing Corrosion High Temperature Deposits, Ring Sticking, Oil Thickening Low Temperature Sludge Fuel Economy, long term Peugeot TU5JP-L4, CEC L-88-T-02 ACEA C3-07 PASS ACEA C3-07 PASS MB M111, CEC L-53-T-95 ACEA C3-07 PASS ACEA C3-07 PASS Peugeot TU3MS, CEC L-38-A-94 ACEA C3-07 PASS ACEA C3-07 PASS M 111 vs. RL191 (15W-40), CEC-L-54-T-96 rate & report 2.0 % DV4TD CEC-L-093 - ACEA C3-07 PASS VW DI, CEC L-78-T-99 - ACEA C3-07 PASS OM646LA, Draft CEC-L-099 (until available alt. OM602A) - ACEA C3-07 PASS Sequence VIII, ASTM D6709 ILSAC GF-4 PASS ILSAC GF-4 PASS Sequence IIIG / IIIGA ILSAC GF-4 PASS (higher weighted piston deposits limit) ILSAC GF-4 PASS (higher weighted piston deposits limit) Sequence VG, ASTM D6593 ILSAC GF-4 & ACEA C3-07 PASS (with higher sludge & clogging limits) ILSAC GF-4 & ACEA C3-07 PASS (with higher sludge & clogging limits) Sequence VIB, ASTM D6837 ILSAC GF-4 PASS - Oil Release Test Gasoline Engines GMPTE-T DUR020 PASS PASS Aeration Test GMPTE-T MEC024 PASS PASS Valve train wear test (RNT) GMPTE-T DUR021 PASS PASS Oil Release Test Diesel Engines GMPTE-T DUR019 - PASS Standard Test & Requirement: ACEA API Test or Requirement: GM Inhouse 15

Generic Performance comparison Oxidation Soot Dispersancy 10 9 8 7 Wear protection Engine oil specifications: Aeration 6 5 4 3 2 Piston Cleanliness "GM GEOS B" ACEA C3 1 0 Low Temp Pumpability Sludge control Fuel Economy Corrosion Protection Catalyst Protection 16

Impact of oil & fuel quality 13 12 11 10 TBN decrease dependent on fuel & oil quality Low vs. High sulfur fuel in DI Diesel engines TBN, DIN ISO 3771 [mgkoh/g] 9 8 7 6 5 4 3 2 1 high sulfur fuel (5000ppm) ACEA A3/B3 oil quality sulfur free fuel (<10ppm) GM-LL-B-025 oil quality 0 0 5.000 10.000 15.000 20.000 25.000 30.000 35.000 40.000 45.000 50.000 Oil milage [km] Lower oil and fuel quality in export countries requires compensation by reduced oil change intervals Oil change Interval Gasoline engine Oil change Interval Diesel engine EU Export EU Export 30.000 km / 1 yr 15.000 km / 1 yr 7.500 km / 1 yr 30.000 km / 1 yr 15.000 km / 1 yr GM-LL-A-025 ACEA A3/B3 API SM / ILSAC GF-4 GM-LL-B-025 ACEA A3/B4 17

Impact of Biodiesel: Example B10 Engine oil dilution, Example Zafira Z19DTH Impact of driving conditions & Fuel quality on Oil Drain Interval - 30 % drain interval reduction GME oil dilution limit Oil dilution [%] Oil Drain Interval [km] 30.000 km 18

Impact of Biodiesel: Example B10 Viscosity +100 C, Example Zafira Z19DTH Impact of driving conditions & Fuel quality on Viscosity Change kin. Viscosity + 100 C [mm²/s] viscosity class SAE 30 SAE 20 Oil Drain Interval [km] 30.000 km 19

Impact of Biodiesel: Example B10 Iron content, Example Zafira Z19DTH Impact of driving conditions & Fuel quality on Wear Iron [mg/kg] Oil Drain Interval [km] 30.000 km 20

The Importance of Engine Oil Quality for the Automotive Industry Summary High performance engine oils are key enabler for development of high tech engine for Europe, ACEA sequences are baseline for OEM s continuous evolution is actively supported by ACEA, ATIEL and ATC OEM s use In-house specs to address additional needs on top of ACEA sequences 21

The Importance of Engine Oil Quality for the Automotive Industry Summary, cont d. Globalization will demand world wide harmonized engine oil specifications, e.g. GM GEOS A / B specifications Fuel economy, emission requirements and compatibility with alternative fuels are main drivers for future development of optimized engine oil performance Support of mineral oil-, additive industry and independent test labs is prerequisite and acknowledged by OEM s 22

Thanks to my coauthors E. Leber / M. Seemann, GME Central Lab for their support Many thanks for your attention! 23