To: Cc: API Lubricants Group Lubricants Group Mailing List API Ballot Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) During the March 14, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot the Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) The Motion proposed the following Tests required for interchange. Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) Can Be Read-Across 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30 0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA 1 Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across. Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate s base oil viscosity at 100 C falls within the range of the base oil viscosity at 100 C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade readacross.) Example: Matrix Oil 1 Matrix Oil 2 Candidate Oil A Candidate Oil B Base Oil Viscosity @ 100 C, cst 4.6 10.9 9.0 12.4 Dxxxx Seq. IX LSPI Pass Pass Test Required? No Yes Reason Formulation falls within the base oil viscosity range Formulation does not fall within the base oil viscosity range
After review and discussion, the LSG agreed by voice vote to Ballot Ballot Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) into API 1509, Annex F. A copy of the Motion is included in the documentation. Draft of Annex F, Ballot Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) is provided to show how the Seq. IX equivalency will be included in API 1509. The Analysis the Seq. IX Test data are provided to support Motion to accept Ballot Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) into Annex F. Lubricants Group Members should use the API eballot System to cast their vote and make comments. The eballot Link is: http://ballots.api.org. The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final. Non-Lubricants Group Members should comment on the Ballot Motion using the eballot system. The eballot Link is: http://ballots.api.org. All comments on the Ballot Motion will be reviewed before the ballot results are final. This eballot will close on March 30. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will March 15, 2018.
Motion to Ballot Seq. IX VGRA March 14, 2018
Motion to Ballot Motion to Ballot Table F-** Groups II, III and IV Viscosity Read- Across: LSPI Test (ASTM Dxxxx ) into API 1509, Annex F. Motion by Richard Dougherty Second by Chris Cornish Approve 18 Against: 0 Abstain: 0
Draft Table F-xx Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx) Can Be Read-Across 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30 0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA 1 Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across. Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate s base oil viscosity at 100 C falls within the range of the base oil viscosity at 100 C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.) Example: Matrix Oil 1 Matrix Oil 2 Candidate Oil A Candidate Oil B Base Oil Viscosity @ 100 C, cst 4.6 10.9 9.0 12.4 Dxxxx Seq. IX LSPI Pass Pass Test Required? No Yes Reason Formulation falls within the base oil viscosity range Formulation does not fall within the base oil viscosity range
Table F-** Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) Can Be Read-Across 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30 0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA 1 Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across. Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate s base oil viscosity at 100 C falls within the range of the base oil viscosity at 100 C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.) Example: Matrix Oil 1 Matrix Oil 2 Candidate Oil A Candidate Oil B Base Oil Viscosity @ 100 C, cst 4.6 10.9 9.0 12.4 Dxxxx Seq. IX LSPI Pass Pass Test Required? No Yes Reason Formulation falls within the base oil viscosity range Formulation does not fall within the base oil viscosity range
Sequence IX (LSPI) BOI/VGRA Matrix Analysis Statistics Group Feb. 23, 2018
Statistics Group Art Andrews, Exxon Mobil Doyle Boese, Infineum Jo Martinez, Chevron Oronite Kevin O Malley, Lubrizol Lisa Dingwell, Afton Todd Dvorak, Afton 2
Executive Summary Sequence IX BOI/VGRA Matrix analysis: Technology is statistically significant The remaining design factors are not statistically significant in a model containing all of the design factors. Base Oil Group Base Stock Slate within Base Oil Group Relative VM Base Oil Viscosity 3
4 IX BOI/VGRA Matrix Data Set Precision Matrix/Target Setting Data RO 221 (Oil 1) Number of tests = 8 BOI/VGRA Pre, Mid and Post Data RO 221 (Oil 1) Number of tests = 14 BOI/VGRA Matrix Data Oils 2 to 19 Number of tests = 18 EM Data Number of tests = 12 Total Number of tests = 52 Oil Tech Est. Viscosity Grade Base Stock Slate BOV, cst Relative VM Treat 1 221 0W-16 III E 4.239 1.0 2 220 - II B 4.869 1.7 3 220 5W-20 II K 4.869 1.0 4 220 5W-30 III E 4.869 1.7 5 220 10W-30 II K 6.200 1.0 6 220 10W-30 III D 6.200 1.0 7 220 - III D 6.200 1.7 8 221 - II B 4.869 1.7 9 221 5W-20 III D 4.869 1.0 10 221 5W-30 III D 4.869 1.7 11 221 - II B 6.200 1.7 12 221 - II K 6.200 1.7 13 542 0W-16 III E 4.239 1.0 14 542 0W-20 III D 4.239 1.7 15 542 - II K 4.239 1.7 16 542 5W-20 II B 4.869 1.0 17 542 5W-30 II B 4.869 1.7 18 542 5W-30 III E 4.869 1.7 19 542 10W-30 III E 6.200 1.0 20 220 II EHC 4.900 2.1 21 220 IV EM 4.900 2.1 22 Tech 1 IV EM 4.900 2.1 23 Tech 1 II EHC 4.900 2.1 24 Tech 2 IV EM 4.900 2.1 25 Tech 2 II EHC 4.900 2.1 RO 221 BOI/VGRA Matrix EM Matrix Supplement
BOI/VGRA Matrix Test Distribution on Stand-Engine Combinations Run order A-1 (4-26) A-2 (2-27) G-1 (62-34) G-2 (60-39) G-2 (60-38) G-3 (120-38) 1 RO 221 RO 221 RO 221 RO 221 RO 221 RO 221 131422-IX 131423-IX 131412-IX 132672-IX 131414-IX 132674-IX 2 IX6 IX8 IX21 (EM) IX4 IX25 (EM) IX13 130924-IX 130679-IX 027201-01- 130910-IX 027205-01-EG 131317-IX 3 4 5 6 7 8 9 IX2 IX14 IX10 IX3 RO 221 IX25 (EM) RO 221 IX18 IX19 IX17 RO 221 RO 221 IX25 (EM) RO 221 RO 221 IX22 (EM) IX23 (EM) IX24 (EM) RO 221 IX16 IX5 IX15 IX20 (EM) RO 221 IX21 (EM) IX22 (EM) IX23 (EM) IX24 (EM) RO 221 IX11 IX9 IX7 IX12 130920-IX 131323-IX 130681-IX 130922-IX 131889-IX 027205-02- 131900-IX 131327-IX 131329-IX 131325-IX 131888-IX 131898-IX 027206-01- 132951-IX 131415-IX 027202-01- 027203-01- 027204-01- 132675-IX 131321-IX 130912-IX 131319-IX 027206-01- 131898-IX 027201-02-EG 027202-02-EG 027203-02-EG 027204-02-EG 132676-IX 130675-IVB 130673-IVB 130914-IX 130677-IVB 5 RO 221 BOI/VGRA Matrix EM Matrix Supplement The matrix tests were run on 6 combinations of 5 engines and 5 stands.
Regression Analysis Modeled 2 datasets Main matrix (18 oils + 8 RO 221 from Target Setting Dataset) Combined Main matrix and EM matrix (12 oils) BOI/VGRA Matrix data was severity adjusted to account for Stand-Engine effects based on average of bookend RO 221 tests. Regressed LSPI [Sqrt(AVPIE + 0.5)] on: Technology BO API Gp BS Slate[BO API Gp] BOV100 Rel. VM The matrix was not designed to estimate interaction effects and, due to, among other issues, multicollinearity concerns, interactions are not included in the regression analysis. Correlation of BO and FO properties: BOV100 and Finished Oil Noack are highly correlated and should not be included in the same model. Likewise, BO VI and BO API Gp are highly correlated and should not be included in the same model. 6
7 Main Matrix
8 BOI/VGRA Main Matrix Data
Main Matrix (n=26) Regression Analysis Technology is only statistically significant factor. Factors not statistically significant: BO API Gp BS Slate[BO API Gp] BOV100 Rel. VM Effect Test Source Nparm p-value Tech 2 <.0001 BO API Grp 1 0.6429 BS Slate[BO API Grp] 2 0.5841 BOV100, cst (Calc) 1 0.9997 Rel. VM 1 0.5757 Parameter Estimates Term Coefficient p-value VIF Intercept 2.2406 0.0386 Tech[220] -1.3886 <.0001 1.69 Tech[221] 0.8365 <.0001 1.54 Tech[542] 0.5521 BO API Grp[II] -0.0585 0.6429 1.25 BO API Grp[II]:BS Slate[B] 0.1944 0.3169 1.10 BO API Grp[III]:BS Slate[D] 0.0369 0.8276 1.45 BOV100, cst (Calc) 0.0001 0.9997 1.50 Rel. VM 0.2062 0.5757 1.40 9
VM Impact - One-Off Comparisons Oil Technology Estimated Viscosity Grade Base Stock Slate BOV, cst Relative VM Treat VM Impact 6 220 10W-30 III D 6.200 1.0 7 220 - III D 6.200 1.7 9 221 5W-20 III D 4.869 1.0 10 221 5W-30 III D 4.869 1.7 16 542 5W-20 II B 4.869 1.0 17 542 5W-30 II B 4.869 1.7 10
BOV Impact - One-Off Comparisons Oil Technology Estimated Viscosity Grade Base Stock Slate BOV, cst Relative VM Treat BOV Impact 3 220 5W-20 II K 4.869 1.0 5 220 10W-30 II K 6.200 1.0 11 221 - II B 6.200 1.7 8 221 - II B 4.869 1.7 13 542 0W-16 III E 4.239 1.0 19 542 10W-30 III E 6.200 1.0 11
Slate Impact One-Off Comparisons Oil Technology Estimated Viscosity Grade Base Stock Slate BOV, cst Relative VM Treat Slate Impact 5 220 10W-30 II K 6.200 1.0 6 220 10W-30 III D 6.200 1.0 11 221 - II B 6.200 1.7 12 221 - II K 6.200 1.7 14 542 0W-20 III D 4.239 1.7 15 542 - II K 4.239 1.7 12
13 Combined Main Matrix and ExxonMobil Matrix
14 EM Data Slate Effect
15 Main Matrix and EM Data
16 Combined Matrices (n=38) Regression Analysis Technology is only statistically significant factor. Factors not statistically significant: BO API Gp BS Slate[BO API Gp] BOV100 Rel. VM Effect Test Source Nparm p-value Tech 2 <.0001 BO API Grp 1 0.2577 BS Slate[BO API Grp] 2 0.4264 BOV100, cst (Calc) 1 0.4092 Rel. VM 1 0.3071 Parameter Estimates Term Coefficient p-value VIF Intercept 1.0843 0.228 Tech[220] -1.1705 <.0001 1.65 Tech[221] 1.1284 <.0001 3.64 Tech[542] 0.9418 0.0003 3.00 Tech[Tech 1] -1.0074 0.0008 3.03 Tech[Tech 2] 0.1077 BO API Grp[II] 0.0807 0.4823 1.17 BO API Grp[III] 0.3269 0.1349 4.31 BO API Grp[IV] -0.4076 BO API Grp[II]:BS Slate[B] 0.3476 0.1133 1.96 BO API Grp[II]:BS Slate[EHC] -0.2948 0.3324 4.27 BO API Grp[II]:BS Slate[K] -0.0528 BO API Grp[III]:BS Slate[D] 0.0331 0.8331 1.45 BO API Grp[III]:BS Slate[E] -0.0331 BOV100, cst (Calc) 0.1248 0.446 1.50 Rel. VM 0.3173 0.3569 1.40