A Review of SAE Congress Oil Research Articles | FerrariChat

A Review of SAE Congress Oil Research Articles

Discussion in 'Technical Q&A' started by AEHaas, Jan 3, 2005.

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  1. AEHaas

    AEHaas Formula 3

    May 9, 2003
    1,465
    Osprey, Florida
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    Ali E. Haas
    SAE Congress -

    I reviewed articles from the SAE conferences on powertrain and fluid systems in Tampa, Fl of October 2004 and the Paris 2000 conference. See SAE SP-1894 and SP-1550. Here are some excepts:

    A New Method of Measuring Aeration and Deaeration of Fluids, Morgan et al:
    Air in oil causes oxidation, wasted power, higher oil temperatures, loss of lubricity among other adverse effects. Higher RPM increases aeration, so does increasing oil viscosity. (‘Just FYI).

    Effect of Break-In and Operating Conditions on Piston Ring and Cylinder Bore Wear in SI (Spark-Ignition) Engines, Schneider et al:
    The rate of wear is much higher within 15-20 minutes of start-up than after reaching normal operating temperature. There was a lot of data but I conclude that the initial start-up time period (first 20 minutes) result is 100 nanometers of wear whereas the steady state wear rate was only 4 nanometers per hour thereafter. (Hence we should be concerned about start-up oil thickness more than running thickness. This justifies the statement that 95 percent of engine wear occurs just after start-up).

    Application of a Biodegradable Lubricant in Two Flexible Fuel Vehicles, Jesper Schramm:
    Vegetable biodegradable oils were used showing good wear characteristics despite excessive thinning over time. (These may be next !)

    The SMAC, Under Pressure Oil Aeration Measurement System in Running Engines, Bregent et al:
    Oil aging, valve train and bearing problems and thermal problems occur with aeration. Below 110 C there is no problem but as one goes up the aeration ratio increases rapidly. (A cooler running engine from a thinner, faster flowing oil may lubricate better for this reason alone - aeration was a “hot” topic).

    Development of the Sequence IV A Valve Train Wear Lubrication Test:part 1, Sagawa et al:
    Viscosity data reveals that the more viscous oil did not significantly alter the cam angle of minimum oil film thickness. Of greater importance is the finding that the higher viscosity oil continued to exhibit boundary layer lubrication. (Ergo thicker is not necessarily better).
    The effect of engine intake air humidity was significant so that tests are now done with specified humidity conditions.
    It was postulated that fuel dilution of oil would elevate cam wear. Fuel dilution of 4.5 percent did not effect wear. (This would have the effect of lowering the viscosity about 1 grade).

    The Effects of Crankcase Oil Viscosity on Engine Friction at Low Temperatures, Cockbill et al:
    By using lower viscosity oils there is less friction, improved cold weather starting, improved fuel economy, a savings of starting system components and less wear by increasing the rate of oil pressurization and flow in the upper oil galleries.

    Evaluation of Oil Performance Using the Tu High Temperature Engine Test With a View to Extending Oil Drain Intervals, Bouvier et al:
    Oxidation and thickening is the limiting factor for oil longevity. Generally modern oils thin only 10 percent then thicken up to 60 percent within as little as 96 hrs. of operation ( -in the accelerated test engine. Let me comment that all test criteria are designed to mimic real engine operating conditions but at an accelerated rate).
    There is accelerated acidification and corrosive wear that occurs.
    Oil thickening was also time dependent. Thickening at 30,000 km was 2 times more when done over 21 months than over a 10 month period. (Change your oil every spring as I suggested before).

    Development of the Sequence III G Engine Oil Certification Test, Clark et al:
    Engine tests were made more severe again. (Over the years the oil ratings have improved but this has always been despite the increase in testing severity. It was III ...D, E, F, and is now III G). The oil inlet temperature was decreased from 155 to 150 C. The test was 80 and is now 100 hours. There were 8 oil level adjustments allowed now there are 5. The inlet engine air temperature was raised from 27 to 35 C. The engine load was increased 25 percent.
    Despite all this the current 0W-20 oils were still GF-4 compliant and showed minimal wear characteristics as long as ZDP levels were higher than 0.03 percent. (The SM rated oils I have seen so far have levels of 0.08).

    Other papers showed how they always consider older engines when formulating new oils for full backwards compatibility.
    There was a lot on using thinner oils and how they do not result in excessive wear as previously feared. This is in part because of modern additives.

    This stuff was very, very interesting. I will reiterate that you should use the latest, highest rated oil in your car regardless of it’s age. By definition all oils are backward compatible.
    Use a grade thinner than you may at first think is best. Always use the oil with the lowest first number in the grade - use 0W-30 instead of 10W-30 and for many reasons use synthetic but mainly because of less wear and tear at start-up!

    aehaas
     
  2. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    Ali E. Haas
    Where are all my engineer friends? Is there nothing here worth discussion?

    aehaas

    Everybody has been looking at the textbook viscosity as = to lubrication. People equate the definition of film thickness as protection. One has to take into account the new additives. When these are accounted for the 20W oils outperform the 50W oils in many categories. (I am certain this statement will get you guys off your seats!)
     
  3. ants2au

    ants2au Formula Junior

    Nov 19, 2003
    793
    Sydney Australia
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    Anthony
    This Oil thickening over time, does this happen when the oil is new and on the shelf, or when the oil goes into the engine and is used, or both?


     
  4. AEHaas

    AEHaas Formula 3

    May 9, 2003
    1,465
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    Ali E. Haas
    The thickening they refer to is in a normal automotive, operating engine. Oil does thicken while on the shelf however. This is mostly from exposure to winter temperatures. Wax gelling occurs.

    In my garage in Sarasota, Florida I am not worried but northern Florida and other areas where below freezing temperatures are seen will have an effect. This is why I say we should change our oil at least every spring with "fresh" oil, not something off your own shelf that is 6 or 8 months old.

    aehaas
     
  5. don_xvi

    don_xvi F1 Rookie

    Nov 1, 2003
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    LOL!

    I'm busy picking up the pieces of my head that exploded when I read your post. I can only imagine how many nights you fell asleep reading all those papers to summarize!
     
  6. ants2au

    ants2au Formula Junior

    Nov 19, 2003
    793
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    Anthony
    Well I guess there is no guarantee how long a bottle of oil has been sitting since it was filled from the manufacturer and reached the retail shelf. I see no fill or use by dates on these products.

    So how do you circumvent that scenario?


     
  7. don_xvi

    don_xvi F1 Rookie

    Nov 1, 2003
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    Note the concern with old oil is storage in the cold, not age. That's why Ali isn't bothered with oil in his Florida garage. I'm not certain at what temp this becomes an issue yet, I think it has to be quite a bit colder than I let my garage get in Michigan, too. So far the only references around have been fairly vague. "Significantly above the pour point" (which is, let's say, below 0F) doesn't sound like "30 degrees F" to me, but... it's pretty vague!
     
  8. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    We all try to put things into black and white categories. Unfortunately everything is grey. 30 F for a month to a mineral based oil will certainly thicken it some. It would take maybe 5 months for a synthetic oil to thicken the same amount.

    I find the paper talking about thickening 2 times as much when the same milage car is driven over a longer time period most interesting.

    Do not worry about buying retail oil. It really does change hands almost weekly with fresh supplies coming in as fast as it can be made in my experience.

    For me the conclusion is to change your oil in the spring every year. This is not a waste as most requirements ask that oil be changed once a year at least anyway. It's cooler in the garage for me in the spring anyway and a good time for me so it all works out in Sarasota.

    The exact numbers ARE vague. But is does not matter anyway. The conclusion is the same regardless of the amount - you have to change it, change it in the spring. This way the oil is always at it's best.

    aehaas
     
  9. Sloan83qv

    Sloan83qv F1 Rookie
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    Mar 8, 2001
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    Ali,

    I recently fried two turkeys for thankgiving; one in Peanut oil and one in redline 10/40. I noticed that at 350 degrees the peanut oil was stable and golden brown but the redline was smoking and looked like I was nearing a flash point.
    Here are some other pieces of info that may assist you in your theory that you I am sure will follow this question:

    At the time of the frying we were at 4 feet above sea level, the temperture was about 65 degrees and the wind was at 6 knots coming from the NE. Both oild were new and spent very little time on the shelf. Propane was the source of heat.

    My question is simple: Why is peanut oil as expensive as Red Line?

    Paul
     
  10. Dan Ciezniewzky

    Dan Ciezniewzky Formula 3
    BANNED

    Sep 6, 2004
    1,351
    Indianapolis
    AEHaas,
    I start my truck about 120 times a week for 9 months during the year. I put synthetic 10w-30 in it. Should I switch to 0w-30 to reduce the wear a little?

    -Dan
     
  11. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    Paul, biodegradable lubricants are being studied now. With use I am sure they will become more economical. A lot of 3rd world countries will be growing motor oil plants.

    Dan, one should always use an oil with the lowest W number. Yes, 0W-30 synthetic would be way better for multiple reasons.

    aehaas
     
  12. Gary48

    Gary48 Guest

    Dec 30, 2003
    940
    Gelling is an issue if you are using dino oil. The partial reason for this is the existance of chloronated paraffins, used as an additive for extreme pressure, which does a very good job, however when the oil gets cold it has a tendency to gell and hence cause oil flow problems. Prolong, the much advertized additive, contains chlorinated paraffins. Quality synthetics do not. Most cars that are daily drivers will benefit from the use of 0-30 oils, but because sythetics do not create deposits in your engine and an increase of five to six times film strength over dino oils it is advisable to use the higher performing sythetic. gary
     
  13. don_xvi

    don_xvi F1 Rookie

    Nov 1, 2003
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    Gary,
    you sound like you know quite a bit about gelling. Do you have any information you can share about at what temperature this becomes a concern in mineral oils? I'd be interested in any more information you can give about this phenomenon. Thanks!
     
  14. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    I found this at the Allpar Forums:

    The grade of oil does make a huge difference. The problem is that the term "synthetic" is essentually meaningless.

    Many specific oil properties will indeed address the 2.7 oil gelling problems. The real problem is that most of the American automotive service industry has chosen to ignore changes in lubrication technology, engine design and oil rating systems.

    If you ignore brand and ignore terms like "synthetic" that will help. Then you can start looking for oil service ratings that indicate an ability to address the increased peak temperatures, temperature variations, shear forces, reduced clearances and reduced passage sizes of this and many other engines.

    Oil that meets ACEA A5, MB 229.3/229.5, VW 503.00/503.01 ratings will hold up much better than oil that fails to meet these ratings. API-SL is a minimum standard that includes thrifted products. Many of these even fail the ACEA A1 rating.

    The GM 4718M rating is a "middle ground" rating. It indicates an oil that is better than the thrifted API-SL products but not necessarily anything close to the ACEA A5, MB 229.3/229.5, VW 503.00/503.01 approved oil products.

    The 10W-30 thrifted API-SL is a two edged sword. It covers a narrower range than 5W-30 and therefore requires less fragile additives. Assuming both (5W & 10W-30) are thrifted products and both are pushed to their limits (in some engines 3,000 miles or less) the 10W-30 can provide better protection AFTER being pushed beyond it's limits. None of that applies to better grade oil that holds up better, protects better and requires less additives.

    For model year 2005 Chrysler specifys 5W-20 for the 2.7 and there are very good reasons for it. Ford and Honda mandated stringent double time testing for the 5W-20 which established a higher industry standard for SAE 5W-20 viscosity products. As a result, most 5W-20 products on the market will outperform most 5W-30 products on the market. 5W-20 products are always at least group II base stock and usually have significant amounts of group III, III+ or IV base stock blended in.

    Much of the damage done to 2.7L Chryslers at very low mileage (some under 20,000 miles) can be traced to SAE 10W-40 viscosity oil. 10W-40 can not meet ILSAC GF-3/GF-4 approval so it is not approved for any newer engines. The oil companies therefore often take the opportunity to get rid of their group I base stock oil in this catagory. It's a cheap base stock with lots of fragile VI additives and it is often too thick for engine it gets put into. It flows slower, absorbs mor heat, gets hotter, has fragile additives that break down and leave deposits, ...etc. A perfect situation for catastrophic failure.

    If the American automotive service industry had a licensing requirement things might be a bit different. Unfortunately, in most states, barbers and such must be licensed but not automotive technicians. So, many choose not to educate themselves and update their knowledge, even in areas as basic as engine oil.

    http://www.allpar.com/forums/index.php?showtopic=34174&st=40

    aehaas

    more tidbits:

    REPORT FROM THE GERMAN DELEGATION


    From 1998 to 2004, Mercedes-Benz (M-B) used the Flexible Service System (FSS) in its vehicles, which employs oil-life monitoring to prompt the customer for maintenance. M-B is now reporting that FSS is history as of the 2005 models.


    The new vehicles have fixed, long intervals between PM services, including oil/filter changes. Under the new M-B service system, maintenance is due every 12 months or 13,000 miles, whichever is sooner, except for the high-performance AMG models, which have 12-month or 10,000-mile intervals. Synthetic oil meeting M-B spec #229.5 must be used and owners get a list of approved oils in their manuals. The automaker also requires the use of a "high-performance fleece" oil filter cartridge, which, so far, doesn't appear to be available in the aftermarket.
     
  15. don_xvi

    don_xvi F1 Rookie

    Nov 1, 2003
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    There's some of that base stock discussion again...

    I hope you're going over there to Bobistheoilguy.com and hanging out on his forums, they're as nutty about oil as you are! They're also really big on basestock quality.
     
  16. marco246

    marco246 Formula Junior

    Mar 25, 2004
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    Ali,

    Just when I thought I had a grip on this stuff. . . . It is clear from your earlier postings that the API ratings are lowest common denominator standards, and we need to look at other data, such as viscosities at 40, 100 and 150 degrees C, and at pour points. It is also clear that XW-XX designations generally are not useful in comparing brands. E.g., one company's 5W-40 may look like another's 0W-40 once you examine the other data. So far so good.

    Are GF-3 and GF-4 ILSAC designations meaningful? HOW meaningful? E.g., I just bought a case of Mobil 5W-30 (instead of Castrol Syntec of the same "weight") based on the lower pour point of the Mobil 1. I figured a lower pour point meant the Mobil 1 wasn't as "honey-like" on startup as the Castrol. The viscosities were similar. Now I see that the Mobil is GF-3 and the Castrol is GF-4. Both have the ACEA A5, although that did not factor into my purchase because I was ignorant of its significance. So now I'm unsure I made the better choice.

    I'm thinking of constructing a decision matrix in which to assign objective values to data to help me buy the right oil for the various engines I have: air-cooled lawn machinery, liquid cooled diesels for tractor and generator, and auto-SUV-Ferrari engines. The problem will be in determining the values. E.g., what should be the value of an ACEA A5 designation as opposed to an ACEA A3? The value of a MB or VW endorsement?

    Or I can do what I've always done: just buy whatever name brand is on sale and meets the manufacturer's recommendation. And get on with life.

    Cheers, Mark
     
  17. don_xvi

    don_xvi F1 Rookie

    Nov 1, 2003
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    This is really the most prudent way to go through life!
    Ali is the most famous oil obsessive on Fchat, but there's a whole website full of oil obsessives! ;) Every time I start reading there I have to stop myself, because I've already gone out hunting for the miracle elixir that's so popular there... :O I try to remind myself: Lots of cars have gone lots of miles with the stuff recommended in the manual. Obsessing on optimizing this or tweaking that or perfecting those won't have an appreciable effect on the quality of my life! :)

    That being said, GF-4 is "better" than GF-3 in the exact same ways SM is better than SL-actually the GF- and S_ classifications are roughly parallel (you'll recall Ali wrote about SM):
    There is some concern among the oil geeks that the reduction in Phosphorous mandated by the new standards may result in a REDUCTION in anti-wear characteristics in premium oils, such as Mobil 1. In this case you may be better off with an SL/GF-3 Mobil 1 than an SM/GF-4. These oils are too new for real-world users to have generated data to evaluate this theory.

    Now the bonus content: if you use 5W-30, you could "upgrade" to Castrol 0W-30 and the stuff that says "Made in Germany" on the back has been shown to be great for wear and long service life! It's BMW Long Life approved and very highly sought after by the uber-geeks of the motor oil variety! Available at AutoZone from bottles that say, "Made in Germany"!
     
  18. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    I would feel safe with the major brands as long as they were at least SL. The SM may be slightly better. I do not see any problems with the reduced ZDDP. It seems that 0.05 or more is all that is needed. Higher levels than say 0.12 is not better and have shown to be bad for some things, like cats. The SM oils I have seen so far have 0.08 ZDDP, more than enough.

    Also, new and maybe better additives are in development and maybe in use surpassing older ones.

    My favorite is just Mobil 1. It is easy to find and relatively cheap. They have the viscosities I need and it is VERY important to get the oil that thickens less at start-up. This I feel is the major factor for wear. We could get by by using 0W-20, 30, 40 Mobil 1 for all applications. I am not promoting them but they cover all bases.

    aehaas
     
  19. Kds

    Kds F1 World Champ

    Ali.....

    Thank you for all of your recent posts on oils. Most informative.......

    Given that I live in a climate where dramatic 24 hour swings in the temperature are commonplace (for example today it was -31 celcius with -44 recorded once you factored into account the windchill.....and in 2/3 days it will swing to -5 or even zero for a day or two, then back down to -25 again) what do you suggest we do use in terms of oil viscosity to counter the hydroscopic effects of such temperature swings ? And how short an interval would you suggest as this season can extend for 90 days before it becomces more temperate and less dramatic in it's variations ?
     
  20. Spasso

    Spasso F1 World Champ

    Feb 16, 2003
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    Not that I'm an "expert" but it would seem that using an oil that will protect your engine in the higher temps would be advisable.

    To ensure adequate flow on those cold morning start-ups use a heated dipstick (if you have a wet sump) and/or a block warmer.
     
  21. Gary48

    Gary48 Guest

    Dec 30, 2003
    940
    Here's a little something I wrote a while back on oils. Feel free to comment.

    Synthetic oils are so far superior to petroleum oils in their lubricating abilities and their ability to resist heat. They have a tougher film (five to six times) and stay that way for extended periods, surpassing all dino oils. Mileage is always increased with synthetics from friction reduction to more power, you will notice a quieter, freer reving engine. Synthetics all have the same size molecules, hence the tougher film strength and heat resistance. Petroleum (mineral) oils start to break down immediately upon use. The primary reason for this is because the molecules are of vastly different size and the biggest get broken down first and then the next biggest and so forth, which explains why they go away so fast. The data just does not support any claims to the contrary. Some additives in petroleum oils cause sludge deposits, such as Zinc and Phosphorus and do it at much lower oil temperatures. We will visit that more in a moment! Don't trust anybody but the experts. $12-$15 bucks will educate you. Knowledge is power! Get this book: (not my book) The Motor Oil Bible By Michael Kaufman. Email: [email protected] and you can tell your petroleum using buddies that you get what you pay for.
    I just looked up several oils in the "Motor Oil Technical Specification Comparison Chart", which ranks oils on a 13 point rating, with a resultant total score. The higher score the better. They are:
    Most Current American Petroleum Institute Specification, Viscosity Index, Pour Point, Flash Point, Fire Point, High Temperature / High Shear Viscosity cP, Noack Volatility 250 degrees C for 1 hour, % weight loss. Total base no., Four-Ball Wear test-Scar diameter, mm. Phosphorus ppm. Zinc ppm. Cold Crank Simulator Apparent Viscosity. Sulfated ash percentage of motor volume.
    Castrol I,m afraid did not fare all that well(don’t believe the fancy t.v. commercials) but still did o.k., Syntec blend 597 score. GTX did worse with a 578 score. Valvoline Durablend did much better with a 633. Valvoline Synpower, better yet with a 673. These scores were 20-50 oils.
    I looked at the top performers in this category. They are, Phillips 76-Nascar Synthetic, score 708.
    Red Line- Passenger, score 709.
    Mobil-1-V-twin, score 728, ( Highest score) this is a motorcycle oil.
    When you change to different viscosities, so do the scores. In the 15-40 weight category Neo beat the competition with a 715. Neo also owns the 10w30 with a 712.
    Amsoil owns 5w30 at 703, and 0w30 at 710.
    15w50 Red Line passenger, rules at 712. Red Line 50w race only at 717. Red Line 40w race only at 722, (second highest score).
    Amsoil 0w30 S2000 score 710.
    Mobil 1 Tri-Syn score 701. Mobil 1 MX4T Motorcycle, 716. These are all the highest performers. All other oils fall below these in score.
    I alway thought Pennzoil had a pretty good reputation! But look at this! Pennzoil Synthetic Blend 5w30, score 207. Pennzoil Synthetic 5w30, score 216. I've lost alot of sleep lately because I have this in my lawn mower.
    The question of Zinc and phosphorus has come up in my research on oils, These two compounds are used to bolster the performance of all dino oils and some cheaper synthetics. The two are used as an anti-scuff, anti-wear additive, which are very effective at that job. It seems that they must be used in a balance in the oil, or relatively equal amounts. My research shows that these two additives are the basis for ash, which contributes to deposits in the engine.(sludge) It is interesting to note that the top oils that I have reported on (synthetics), contain no zinc or phosphorus, But rather these compounds are added to petroleum oils (most commonly),to increase their performance. All indications are that they are to be avoided, if other higher performing lubricants are available. This is the primary reason that high quality synthetics leave little deposits in your engine.
    You have probably heard about some of the early synthetics having problems. This was primarily caused by catastrophic failure of the additive package. The additive package is very complex and depends on other compounds to function properly, so if one falls out the rest fall like dominos. The oil companies have learned a lot since those times. This is why it is not recommended to put additives into your oil, the additive package is already there and you could very easily upset the additive balance and cause much diminished oil performance.
    Many developments have happened with synthetics lately: Ferrari, only specifies one synthetic for the Enzo at sixty dollars a quart, anything else voids the warranty. There are also rumblings about Nascar qualifying engines using oil that costs $1,000/fill. Good stuff to come.

    Let me know your thoughts.

    Gary
     
  22. Spasso

    Spasso F1 World Champ

    Feb 16, 2003
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    Please explain "NEO". Did I miss something here? I've never heard of it or the term.

    Thanks for the info, Very illuminating!
    DJ
     
  23. Gary48

    Gary48 Guest

    Dec 30, 2003
    940
    Spasso, Neo is a oil manufacturer that is used in formula one, grand prix, nascar and so forth. They are relatively small and don't have to advertize much, and for good reason. They are also on top of the heap on quality and priceing.
    I ran into them when reading Racecar Engineering and found that some F-1 teams were using it. That was enough for me to take a closer look.
    Look up their site at www.neosyntheticoil.com
    The question of gelling has come up in one of the posts. Some dino oils and some oil additives contain chlorinated paraffins. This compound is used as an extreme pressure additive, which is very effective at that job, but is the culprit causing oil to gell, especially at lower oil temperatures. The additive Prolong is one of these. Don't use it period, it could upset your last oil change. Even some of the other additives like STP and others contain polymers which thicken oils but you never know how much. Oil companys already add polymers to achieve the different multi-viscosities, so by adding more you have changed the additive package and hence the viscosity. For ultra high performance driving use only what comes out of the can. The only reason you would use one of these additives is in the case of a very worn, high milage motor , and then it helps to thicken things up a bit. The trouble is, it works for a short period and starts to go away, the reason is that shear takes its toll on the polymers especially at elevated oil pressures and rpm's. Polymers are not oil so if you load up the oil and then they start diminishing, you end up with an hollow oil, or an oil that has a percentage of its lubricating capacity severely impacted.

    tnx. Gary
     
  24. Spasso

    Spasso F1 World Champ

    Feb 16, 2003
    14,656
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    Full Name:
    Han Solo
    Thanks for the explanation.
    I just finished reading the entire oil dissertation by AEHaas (twice)including the contributions by Mike E and Don XVI and learned a lot more about oil and it's properties.

    Having never used additives I don't have to worry about that aspect but I will be paying closer attention to SAE classifications SJ, SL, SM etc.....................

    All of this just in time for my spring oil change.
     
  25. AEHaas

    AEHaas Formula 3

    May 9, 2003
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    Ali E. Haas
    In all climates north and south the oil one should use is one with the lowest leading number, W, then the appropriate oil weight for your application. Synthetic oils vary too. Mobil and Redline thicken less on cooling whereas Castrol synthetic is not as good.

    Personally I would use the Mobil One 0W-20, 30 or 40 oils because they are good at start-up, readily available and relatively inexpensive.

    You cannot go wrong using a preheater in below zero areas.

    aehaas
     

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