More
Than You Ever Wanted to Know About Motor Oil
by
Ed Hackett
[Ed
is a chemical engineer who works for the University
of Nevada's Desert Research facility -- Ed.]
Edits:
v1.0 First there was 1.0. Before that there was
darkness.
v1.1 Change in description of viscosity.
v1.2 Updated info on AMSOIL (courtesy of Morgan
McArthur )
Choosing
the best motor oil is a topic that comes up frequently
in discussions between motoheads, whether they
are talking about motorcycles or cars. The following
article is intended to help you make a choice
based on more than the advertising hype.
Oil
companies provide data on their oils most often
referred to as "typical inspection data".
This is an average of the actual physical and
a few common chemical properties of their oils.
This information is available to the public through
their distributors or by writing or calling the
company directly. I have compiled a list of the
most popular, premium oils so that a ready comparison
can be made. If your favorite oil is not on the
list get the data from the distributor and use
what I have as a data base.
This
article is going to look at six of the most important
properties of a motor oil readily available to
the public: viscosity, viscosity index (VI), flash
point, pour point, % sulfated ash, and % zinc.
Viscosity
is a measure of the "flowability" of
an oil. More specifically, it is the property
of an oil to develop and maintain a certain amount
of shearing stress dependent on flow, and then
to offer continued resistance to flow. Thicker
oils generally have a higher viscosity, and thinner
oils a lower viscosity. This is the most important
property for an engine. An oil with too low a
viscosity can shear and lose film strength at
high temperatures. An oil with too high a viscosity
may not pump to the proper parts at low temperatures
and the film may tear at high rpm.
The
weights given on oils are arbitrary numbers assigned
by the S.A.E. (Society of Automotive Engineers).
These numbers correspond to "real" viscosity,
as measured by several accepted techniques. These
measurements are taken at specific temperatures.
Oils that fall into a certain range are designated
5, 10, 20, 30, 40, 50 by the S.A.E. The W means
the oil meets specifications for viscosity at
0 F and is therefore suitable for Winter use.
The
following chart shows the relationship of "real"
viscosity to their S.A.E. assigned numbers. The
relationship of gear oils to engine oils is also
shown.
Multi
viscosity oils work like this: Polymers are added
to a light base (5W, 10W, 20W), which prevent
the oil from thinning as much as it warms up.
At cold temperatures the polymers are coiled up
and allow the oil to flow as their low numbers
indicate. As the oil warms up the polymers begin
to unwind into long chains that prevent the oil
from thinning as much as it normally would. The
result is that at 100 degrees C the oil has thinned
only as much as the higher viscosity number indicates.
Another way of looking at multi-vis oils is to
think of a 20W-50 as a 20 weight oil that will
not thin more than a 50 weight would when hot.
Multi
viscosity oils are one of the great improvements
in oils, but they should be chosen wisely. Always
use a multi grade with the narrowest span of viscosity
that is appropriate for the temperatures you are
going to encounter. In the winter base your decision
on the lowest temperature you will encounter,
in the summer, the highest temperature you expect.
The polymers can shear and burn forming deposits
that can cause ring sticking and other problems.
10W-40 and 5W-30 require a lot of polymers (synthetics
excluded) to achieve that range. This has caused
problems in diesel engines, but fewer polymers
are better for all engines. The wide viscosity
range oils, in general, are more prone to viscosity
and thermal breakdown due to the high polymer
content. It is the oil that lubricates, not the
additives. Oils that can do their job with the
fewest additives are the best.
Very
few manufactures recommend 10W-40 any more, and
some threaten to void warranties if it is used.
It was not included in this article for that reason.
20W-50 is the same 30 point spread, but because
it starts with a heavier base it requires less
viscosity index improvers (polymers) to do the
job. AMSOIL can formulate their 10W-30 and 15W-40
with no viscosity index improvers but uses some
in the 10W-40 and 5W-30. Mobil 1 uses no viscosity
improvers in their 5W-30, and I assume the new
10W-30. Follow your manufacturer's recommendations
as to which weights are appropriate for your vehicle.
Viscosity
Index is an empirical number indicating the rate
of change in viscosity of an oil within a given
temperature range. Higher numbers indicate a low
change, lower numbers indicate a relatively large
change. The higher the number the better. This
is one major property of an oil that keeps your
bearings happy. These numbers can only be compared
within a viscosity range. It is not an indication
of how well the oil resists thermal breakdown.
Flash
point is the temperature at which an oil gives
off vapors that can be ignited with a flame held
over the oil. The lower the flash point the greater
tendency for the oil to suffer vaporization loss
at high temperatures and to burn off on hot cylinder
walls and pistons. The flash point can be an indicator
of the quality of the base stock used. The higher
the flash point the better. 400 F is the minimum
to prevent possible high consumption. Flash point
is in degrees F.
Pour
point is 5 degrees F above the point at which
a chilled oil shows no movement at the surface
for 5 seconds when inclined. This measurement
is especially important for oils used in the winter.
A borderline pumping temperature is given by some
manufacturers. This is the temperature at which
the oil will pump and maintain adequate oil pressure.
This was not given by a lot of the manufacturers,
but seems to be about 20 degrees F above the pour
point. The lower the pour point the better. Pour
point is in degrees F.
%
sulfated ash is how much solid material is left
when the oil burns. A high ash content will tend
to form more sludge and deposits in the engine.
Low ash content also seems to promote long valve
life. Look for oils with a low ash content.
%
zinc is the amount of zinc used as an extreme
pressure, anti-wear additive. The zinc is only
used when there is actual metal to metal contact
in the engine. Hopefully the oil will do its job
and this will rarely occur, but if it does, the
zinc compounds react with the metal to prevent
scuffing and wear. A level of .11% is enough to
protect an automobile engine for the extended
oil drain interval, under normal use. Those of
you with high revving, air cooled motorcycles
or turbo charged cars or bikes might want to look
at the oils with the higher zinc content. More
doesn't give you better protection, it gives you
longer protection if the rate of metal to metal
contact is abnormally high. High zinc content
can lead to deposit formation and plug fouling.
The
Data: Listed alphabetically --- indicates the
data was not available
Brand VI Flash Pour %ash %zinc
20W-50
AMSOIL
(old) 136 482 -38 <.5 ---
AMSOIL
(new) 157 507 -44 --- ---
Castrol
GTX 122 440 -15 .85 .12
Exxon
High Performance 119 419 -13 .70 .11
Havoline
Formula 3 125 465 -30 1.0 ---
Kendall
GT-1 129 390 -25 1.0 .16
Pennzoil
GT Perf. 120 460 -10 .9 ---
Quaker
State Dlx. 155 430 -25 .9 ---
Red
Line 150 503 -49 --- ---
Shell
Truck Guard 130 450 -15 1.0 .15
Spectro
Golden 4 174 440 -35 --- .15
Spectro
Golden M.G. 174 440 -35 --- .13
Unocal
121 432 -11 .74 .12
Valvoline
All Climate 125 430 -10 1.0 .11
Valvoline
Turbo 140 440 -10 .99 .13
Valvoline
Race 140 425 -10 1.2 .20
Valvoline
Synthetic 146 465 -40 <1.5 .12
20W-40
AMSOIL
124 500 -49 --- ---
Castrol
Multi-Grade 110 440 -15 .85 .12
Quaker
State 121 415 -15 .9 ---
15W-50
Chevron
204 415 -18 .96 .11
Mobil
1 170 470 -55 --- ---
Mystic
JT8 144 420 -20 1.7 .15
Red
Line 152 503 -49 --- ---
5W-50
Castrol
Syntec 180 437 -45 1.2 .10
Quaker
State Synquest 173 457 -76 --- ---
Pennzoil
Performax 176 --- -69 --- ---
5W-40
Havoline 170 450 -40 1.4 ---
15W-40
AMSOIL
(old) 135 460 -38 <.5 ---
AMSOIL
(new) 164 462 -49 --- ---
Castrol
134 415 -15 1.3 .14
Chevron
Delo 400 136 421 -27 1.0 ---
Exxon
XD3 --- 417 -11 .9 .14
Exxon
XD3 Extra 135 399 -11 .95 .13
Kendall
GT-1 135 410 -25 1.0 .16
Mystic
JT8 142 440 -20 1.7 .15
Red
Line 149 495 -40 --- ---
Shell
Rotella w/XLA 146 410 -25 1.0 .13
Valvoline
All Fleet 140 --- -10 1.0 .15
Valvoline
Turbo 140 420 -10 .99 .13
10W-30
AMSOIL
(old) 142 480 -70 <.5 ---
AMSOIL
(new) 162 520 -76 --- ---
Castrol
GTX 140 415 -33 .85 .12
Chevron
Supreme 150 401 -26 .96 .11
Exxon
Superflo Hi Perf 135 392 -22 .70 .11
Exxon
Superflo Supreme 133 400 -31 .85 .13
Havoline
Formula 3 139 430 -30 1.0 ---
Kendall
GT-1 139 390 -25 1.0 .16
Mobil
1 160 450 -65 --- ---
Pennzoil
PLZ Turbo 140 410 -27 1.0 ---
Quaker
State 156 410 -30 .9 ---
Red
Line 139 475 -40 --- ---
Shell
Fire and Ice 155 410 -35 .9 .12
Shell
Super 2000 155 410 -35 1.0 .13
Shell
Truck Guard 155 405 -35 1.0 .15
Spectro
Golden M.G. 175 405 -40 --- ---
Unocal
Super 153 428 -33 .92 .12
Valvoline
All Climate 130 410 -26 1.0 .11
Valvoline
Turbo 135 410 -26 .99 .13
Valvoline
Race 130 410 -26 1.2 .20
Valvoline
Synthetic 140 450 -40 <1.5 .12
5W-30
AMSOIL
(old) 168 480 -76 <.5 ---
AMSOIL
(new) 186 464 -76 --- ---
Castrol
GTX 156 400 -35 .80 .12
Chevron
Supreme 202? 354 -46 .96 .11
Chevron
Supreme Synt. 165 446 -72 1.1 .12
Exxon
Superflow HP 148 392 -22 .70 .11
Havoline
Formula 3 158 420 -40 1.0 ---
Mobil
1 165 445 -65 --- ---
Mystic
JT8 161 390 -25 .95 .1
Quaker
State 165 405 -35 .9 ---
Red
Line 151 455 -49 --- ---
Shell
Fire and Ice 167 405 -35 .9 .12
Unocal
151 414 -33 .81 .12
Valvoline
All Climate 135 405 -40 1.0 .11
Valvoline
Turbo 158 405 -40 .99 .13
Valvoline
Synthetic 160 435 -40 <1.5 .12
All
of the oils above meet current SG/CD ratings and
all vehicle manufacture's warranty requirements
in the proper viscosity. All are "good enough",
but those with the better numbers are icing on
the cake.
The
synthetics offer the only truly significant differences,
due to their superior high temperature oxidation
resistance, high film strength, very low tendency
to form deposits, stable viscosity base, and low
temperature flow characteristics. Synthetics are
superior lubricants compared to traditional petroleum
oils. You will have to decide if their high cost
is justified in your application.
The
extended oil drain intervals given by the vehicle
manufacturers (typically 7500 miles) and synthetic
oil companies (up to 25,000 miles) are for what
is called normal service. Normal service is defined
as the engine at normal operating temperature,
at highway speeds, and in a dust free environment.
Stop and go, city driving, trips of less than
10 miles, or extreme heat or cold puts the oil
change interval into the severe service category,
which is 3000 miles for most vehicles. Synthetics
can be run two to three times the mileage of petroleum
oils with no problems. They do not react to combustion
and combustion by-products to the extent that
the dead dinosaur juice does. The longer drain
intervals possible help take the bite out of the
higher cost of the synthetics. If your car or
bike is still under warranty you will have to
stick to the recommended drain intervals. These
are set for petroleum oils and the manufacturers
make no official allowance for the use of synthetics.
Oil
additives should not be used. The oil companies
have gone to great lengths to develop an additive
package that meets the vehicle's requirements.
Some of these additives are synergistic, that
is the effect of two additives together is greater
than the effect of each acting separately. If
you add anything to the oil you may upset this
balance and prevent the oil from performing to
specification.
The
numbers above are not, by any means, all there
is to determining what makes a top quality oil.
The exact base stock used, the type, quality,
and quantity of additives used are very important.
The given data combined with the manufacturer's
claims, your personal experience, and the reputation
of the oil among others who use it should help
you make an informed choice.
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