HEAVY DUTY DIESEL ENGINE OIL FUEL ECONOMY: TODAY, TOMORROW AND BEYOND David Brass April 19, 2016 39th Automotive/Petroleum Industry Forum © 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 2 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. PC-11 Category • 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 New Tests 3 Oxidation Control Aeration Control Volvo T-13 Caterpillar Engine Oil Aeration Test Shear Stability Fuel Economy Volatility API CK-4 API FA-4 Fully backward compatible Backward serviceability uncertain SAE XW-30 and Heavier HTHSV > 3.5 mPa·s PC-11, ACEA SAE XW-30 HTHSV: 2.9 – 3.2 mPa·s PC-11, ACEA © 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 4 © 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 5 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Changes in Demands on Oil from PC-10 to PC-11 Changes Effect on Oil 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 Larger sump size and larger available oil supply 6 Effect on Fuel Economy Operating oil viscosities will be lower in the engine Increased oxidation of the oil due to longer time spent at high temperatures Reduced oxidation of oil ↑ ↓ ↑ ↓ ↑ © 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 Shear Stability DURABILITY 7 Extended Drain Volatility Aeration Soot Control FUEL ECONOMY Thermal Management © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Enabling Fuel Economy 8 © 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” 9 © 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 10 © 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 IHDT466E Ford 6.7L Power Stroke Class 4-7 trucks make up just under 50% of commercial trucks 11 Engine Dynamometer Class 5 Engines GM 6.5L Ford 6.7L Power Stroke © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Lower HTHS Viscosity Enables Improved Fuel Economy Lower HTHS Improves FE Drive Cycle Impacts FE Improvements Same DI Package 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. 12 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Fuel Economy Improvement for PC-11 Prototypes SAE 10W-30 Low HTHS 0.8 1.1 1.5 2.1 Class 5 Stop & Go 1.1 13 2.1 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Viscosity FE Improvement % Effect of Viscosity Modifiers on Fuel Economy Increasing FE HTHS (150°C), mPa·s Shear Rate • 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 14 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Retained Fuel Economy of PC-11 Prototype • Increased oxidation strength will help to retain fuel economy for longer as viscosities will be held lower for longer 2.1 1.8 • 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 15 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Maintaining Durability While Enabling Fuel Economy 16 © 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 CJ-4 API FA-4 Wear performance demonstrated at HTHS Viscosity of > 3.5 cP Wear performance demonstrated at HTHS Viscosity of 2.9 - 3.2 cP RFWT Cummins ISB Cummins ISM Mack T-12 17 Maintain Protection RFWT Cummins ISB Cummins ISM Mack T-12 © 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 18 PC-11 Test Limits © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Formulation Balance is Critical for Durability and Fuel Economy After 500k miles in the field unbalanced formulations can lead to durability concerns Unbalanced Formulation Balanced Formulation Low viscosity oils can lead to fuel economy gains, but balanced formulations are needed to maintain durability 19 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Advancing Fuel Economy For The Future 20 © 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. 2.6 2.6 min. HTHS Viscosity,150°C, cP 21 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. FE Demo Oil Project: Cummins ISX Durability Testing • 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 15W-40 5W-20 Cummins Avg EOT Ring Gap (inches) Solid: 15W-40 | Dashed: 5W-20 ■ FE ■ CU ■ PB • No appreciable wear difference between 15W-40 and 5W-20 in the Cummins cycle • All wear metal parameters were below field condemning limits 22 © 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 23 © INFINEUM INTERNATIONAL LIMITED 2016. All rights reserved. Permission is given for storage of one copy in electronic means for reference purposes. 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