All About Oil
I am not a lubrication, filtering, chemical or mechanical engineer. I have a degree in engineering, but Istudied electrical engineering. I now study physics. You may feel free to question my abilities to gather facts anddraw conclusions in the area of oils and filters. In any case, this is a write up of what I learned in about 75hours of research on this topic. My only interest is having my motorcycle run forever, never break, and be easy tomaintain.
Why do we need oil?
We put oil in our engines to serve several purposes. First, obviously, oil acts as a lubricant. If your engineis operating correctly, there is almost no metal to metal contact – everything is riding on a thin film of oil.However, oil has several other important jobs to do. Oil circulates throughout your engine, and cools parts thatcannot get near a water jacket. For example, it’s becoming common in sport bikes to spray oil on the underside ofthe piston to cool it. There are no water jackets at all in your transmission. Motorcycle transmissions are oilcooled.
Your piston rings do not do a perfect job of sealing. Some combustion by products will slip past the rings intothe engine. This can be little particles of carbon. Remember, diamond is carbon that was combined under heat andpressure. These little carbon particles can be quite damaging to your engine. Another job of your oil is to holdthese particles in suspension until the oil filter can grab them. Also, if your gasoline has sulphur in it (itdoes), this sulphur can react with water and oxygen to make sulphuric acid. This is some stuff that is seriouslybad for your engine. Your oil has special ingredients in it called buffers to neutralize acids. Finally, yourengine can get internal build ups of tars, waxes, and other gunk. Your oil has solvents to try to dissolve thisstuff and get and keep your engine clean.
Where Oil Comes From
Most of the bio-mass on earth is single cell plants and microscopic critters in the ocean. When these die, theysink to the bottom. Often they fall into a deep crevasse or trench, where they may become covered up by anunderwater landslide. After a couple hundred million years of high pressure and no air, the critters get squishedinto oil. So, oil isn’t really “dead dinosaurs,” but Sinclair Oil stations just wouldn’t be the same with a pictureof algae on their sign. Today we like to find this stuff, pump it to the surface, and burn it.
The oil we pump to the surface is a mixture of gasoline, kerosene, light weight lubricating oil, motor oil, gearoil, tars, paraffins, waxes, asphalt, sand, dirt, organic stuff (called aromatics) and the occasional deadcockroach. We call this stuff crude oil, for reasons that I think are now self-explanitory. The oil companies havethe singularly smelly job of separating the crude oil into its component parts. A hundred years ago we would justheat the stuff up in a complicated still, and catch stuff that boiled off at different temperatures. Fifty yearsago we started processing the crude oil with clay and solvents to do a more precise job. Today, we use verycomplicated systems where we heat the crude oil to precise temperatures, put it under high pressure, and bubblehydrogen and other stuff through it. The idea of all this is to try to get pure chemicals out of this stuff that wejust found laying around in the desert.
Most motor oil has a lot of different chemicals in it with very different properties. The temperature at whichthe oil will start burning, called the flash point, is determined by the chemicals that burn at the lowesttemperature. The higher the flash point, the more stable the oil is at high temperatures, and the less oil yourengine will burn. The pour point is the temperature at which the oil stops flowing like a liquid. The lowerthis number is, the better protected your engine is when it’s cold. The thickness of the oil, that is theresistance the oil offers to motion, is called the viscosity. The viscosity depends on all of the variouschemicals in the oil and how they react to each other and to heat. Importantly, as the oil heats up, it thins out,that is the viscosity goes down. The better the oil is at retaining its viscosity at high temperatures, the higherthe viscosity index. All of these properties depend on all the chemicals in the oil. If you could get onlyone precise kind of molecule out of the raw oil, you could do a lot better than you can do with a mix.
The oil product you buy starts as a base oil. The base oil makes up about 85% of the oil you buy. Thebase oil can be refined from crude oil, chemically (synthetically) manufactured, or a blended combination.
Base oils that are refined from crude oil are colorless and pretty much odorless and are sold to the public asmineral oil. The crude oil is a combination of a lot of different chemicals, ranging from light gasoline types offuels to waxes and tars. When you heat the crude oil, the gasoline and diesel oil boil off pretty early.Unfortunately, the mineral oil, paraffin, wax and tar molecules are all hooked up with each other, and it’s not soeasy to separate them from each other. Also, the crude oil contains the aforementioned aromatics, which are quitebad in your oil: they are very reactive, and when oxidized they cause all kinds of problems. Refining oil meanstrying to remove the bad stuff, while leaving the good stuff. The more bad stuff we remove, the better the oilworks.
The simplest way to refine oil is to process it with a clay, a material a lot like kitty litter. The clay willsoak up much of the aromatics and sulphur and nitrogen compounds. Then, you dilute the oil with solvent like MEK(Methyl-Ethyl-Keytone) and/or Toluene (that’s the stuff in model airplane glue that’s so popular with teenagers),and freeze the oil. The good stuff will mostly stay liquid, and the waxes will solidify and can then be filteredout. This clay-solvent refining process has been around since about 1930.
Oils refined with the clay-solvent process contain a fair amount of paraffin and wax. These molecules causeseveral problems in an engine: they sometimes fall out of solution, leading to buildups in your engine that must becleaned out somehow. Also, as these molecules get hot they thin out quite a bit, much more than mineral oil, sothey make the oil’s high temperature performance rather poor. Finally, at low temperatures the waxes and paraffinsthicken the oil so much that you really couldn’t call it a lubricant. If you’re curious about this, buy a cheapquart of straight 30wt oil and put it in your refrigerator or freezer over night. You’ll be amazed at how thick itbecomes. More than half the motor oil sold in N.America in 2004 is made from base oils refined with the clay-solvent process (I like to call it the Kitty-litter and Kerosene refining method), but I don’t think this is thetype of oil you want to put into an engine you love. These oils are roughly 85% good stuff (oil) and 15% bad stuff(paraffin and wax). To put this in perspective, think of taking a gallon of really excellent oil, and melting a 12″dinner candle into it.
In 1959, Chevron developed a new method of refining base oils called Hydrocracking, where you process the rawoil at high temperatures and pressures with hydrogen and various catalysts. In Hydrocracking, many of the paraffinand wax molecules are broken up into mineral oil molecules, which increases the performance of the base oildramatically. Also, far more of the aromatics and sulphur and nitrogen compounds are removed from the oil.
Since 1990, Chevron’s process has been improved. In 1993, Chevron invented the Hydro-Isomerization process,where wax and paraffin molecules are reshaped into useful lubricants instead of simply being broken up into smallermolecules. By increasing the severity of the hydrocracking process, increasing the temperature and pressure andprocessing time to process more and more of the unwanted wax and paraffin molecules, the oil’s low and hightemperature performance and resistance to oxidation can be improved to the point where the distinction betweenmineral oils and synthetics becomes blurred. Chevron now licenses this process, called Iso- DeWaxing. This processof oil refining is becoming more and more popular, and in 2004 accounts for almost half of all base oils. Iso-DeWaxing not only produces much higher-performance oil, but also allows you to start with lower quality crude oil,making us less dependent on the few countries that happen to produce the purest crude oils.
Group II and Group III oils
Base oils made with the Iso-DeWaxing process are called Group II, and are significantly more pure and havehigher performance than Group I base oils. Chevron Delo 400, Mobil Delvac 1300, and Shell Rotella are made frompure Group II oils. Motor oils made with Group-II base oils leave far fewer wax and tar deposits in your engine,and have much better low and high temperature performance than Group I oils. The resulting oils are roughly 97%good stuff (oil) and 3% bad stuff (paraffin and wax). We just cut that 12″ dinner candle down to about 2½”.
The high and low temperature performance of oils are described by the Viscosity Index. The VI tells us how muchthe oil thins out as it gets hot. Oils with higher VIs maintain their viscosity better at high temperatures. If theVI is 90 to 100, we call it Group II; if it’s refined to a VI of 110 to 115 we call it Group IIa. In the late ’90s,an even more involved process was invented yielding base oils with VIs over 120. These base oils are called GroupIII or “unconventional base oils.” The higher the VI, the fewer additives are necessary to achieve therequired viscosity. For example fewer additives are needed to turn a Group III base oil into 10w-40 than arerequired for Group II base oils. Group III oils have essentially no paraffin and wax in them, at least as comparedto the 12″ dinner candle per gallon in Group I oils.
Group III oils have properties approaching or equaling synthetics, so long as the temperature is above about40°. Group III based oils are often claimed to not perform as well as synthetics in a couple ways: their lowtemperature performance is not nearly as good, it is sometimes claimed on the basis of the “ball bearing test” thatthey offer lower impact resistance, and since their flash point is slightly lower it is claimed that they burn offmore easily. However, most modern engines are water-cooled, so it’s hard to see how the slightly better flashpoints of the synthetics ever come into play. I personally don’t make a habit of dropping a handful of ball bearinginto my oil pan, so I’m not completely clear on what the impact tests mean to me. The low temperature performanceof the Group III oils can be improved enormously by blending in a relatively small amount of synthetic base stockand other additives.
Since about 2000, it has become possible at moderate extra cost to process Group II and Group III oils so thattheir performance below 32° nearly matches the performance of traditional synthetics. Because of this, the oilcompanies found they could now produce relatively inexpensive 5w-30 and 0w-20 oils. Car companies were quick to seethat such oils would help reduce the fuel consumption of their vehicles by a percent or so, which is important asDetroit finds themselves selling more trucks than cars. So, these “fuel-efficient” oils are quickly becoming thefactory recommendation in most cars. It’s not at all clear that these new low- viscosity oils lead to the longestengine life, but it is clear that these oils help the car companies meet their CAFE federally- mandated fueleconomy standards.
In the late 1990s, Castrol started selling an oil made from Group III base oil and called it SynTec FullSynthetic. Mobil sued Castrol, asserting that this oil was not synthetic, but simply a highly refined petroleumoil, and therefore it was false advertising to call it synthetic. In 1999, Mobil lost their lawsuit. It was decidedthat the word “synthetic” was a marketing term and referred to properties, not to production methods oringredients. Castrol continues to make SynTec out of Group III base oils, that is highly purified mineral oil withmost all of the cockroach bits removed.
Shortly after Mobil lost their lawsuit, most oil companies started reformulating their synthetic oils to useGroup III base stocks instead of PAOs or diester stocks as their primary component. Most of the “synthetic oil”you can buy today is actually mostly made of this highly-distilled and purified dino-juice called Group III oil.Group III base oils cost about half as much as the synthetics. By using a blend of mostly Group III oils and asmaller amount of “true” synthetics, the oil companies can produce a product that has nearly the same properties asthe “true” synthetics, and nearly the same cost as the Group III oil. The much more expensive traditionalsynthetics are now available in their pure forms only in more expensive and harder to obtain oils. To the best ofmy knowledge, Delvac-1, AMSOil, Redline, and Motul 5100 are the only oils made from pure traditional synthetics.
Synthetic oils were originally designed for the purpose of having a very pure base oil with excellentproperties. By starting from scratch and building up your oil molecules from little pieces, you can pretty muchguarantee that every molecule in the oil is just like every other molecule, and therefore the properties areexactly what you designed in, not compromised by impurities from dead cockroach shells or whatever. Synthetics werethus originally a reaction to the relatively poor refining processes available from about 1930 to about 1990. Theoriginal synthetics were designed for the Army Air Force in WW II. They simply could not make their high-performance turbo-charged radial engines stay alive on the available motor oils of the time.
One process for making synthetic base oils is to start with a chemical called an olefin, and make new moleculesby attaching them to each other in long chains, hence “poly.” The primary advantage of Poly-Alpha-Olefin “PAO” base oil is that all the molecules in the base oil are pretty much identical, so it’s easy to get the base oilto behave exactly as you like. PAOs are called Group IV base oils.
Until about 2000, these PAO base oils had an enormous advantage over mineral base oils in low temperatureperformance and in resistance to oxidation, which is critical in keeping the oil from forming acids. However,modern group-III oils can nearly match the performance of PAOs at about half the price. Because of this, PAO basedoils are rapidly disappearing. There are new processes being investigated which may significantly cut the cost ofproducing PAOs, and make them an important component of oil again.
Another type of base oil is made from refined and processed esters and is called Group V. Esters start life asfatty acids in plants and animals, which are then chemically combined into esters, diesters, and polyesters. Yourvegetarian girlfriend should love that. Group V base stocks are the most expensive of all to produce. However, theesters are polar molecules and have very significant solvent properties – an ester base oil all by itself will do avery decent job of keeping your engine clean. So, people who are serious about making a superior oil will usuallymix some Group V oils into their base stock.
PolyEster (RedLine) oils have by far the best performance in extreme high temperatures, and are the preferredoil in old “air- cooled” Nortons. I put “air-cooled” in parenthesis as one could also call these engines “prayer-cooled.” The Norton 750 commando will destroy a Group I oil fill in 75 miles on a 100 degree day. No kidding. TheBrits really did not understand until about 1990 that some of us live in places where the temperatures get over 80degrees and cities are more than 10 miles apart. If you love those old British twins, you need to find a goodsupply for RedLine oil.
Finally, there are new chemicals emerging which are made from liquefied natural gas called GTL (gas to liquid)base oils. These will be called Group III+, and many people think they will become an important part of the oilsyou buy by 2010. These GTL base oils have natural VIs of 140 or more, meaning for most applications they won’trequire any VII package at all. Natural gas is primarily made up of only one type of molecule, so the refining isalready done for you. Most oil wells throw off a lot of natural gas. In many cases, it’s more expensive totransport this gas to a large city than the gas is worth, so it’s just burned off. For example, Iran burns offenough natural gas each day to power their entire country, electricity, cars, ships, airplanes, the whole thing. Sothe next time you hear Iran’s nuclear reactors are purely for peaceful production of energy, you can wonder likethe rest of us why a country that burns off more than their entire energy needs must spend tens of billions ofdollars developing alternative energy sources. Well, anyway, natural gas is a chemical looking for a use. All youhave to do is chemically attach these molecules to each other to turn them into quite pure oil stocks.
“Semi-synthetics” are oils which are a blend of petroleum oil and no more than 30% synthetic oil. If themanufacturer adds no more than 30% synthetic oil and does not change the additive package, they do not have torecertify the oil. These days, since everyone has agreed that Group III base oils are “synthetic,” I’m not sure”semi-synthetic” means anything at all. The manufacturers love this stuff: it costs about 15% more to make the oil,and they get to charge about double. I don’t recommend semi-synthetics. Save your money and take your kids toMcDonalds.
|Group I Mineral Oils||Group II Mineral Oils||Group III Mineral Oils||Group IV PAOs||Group V Diesters|
As you can see in the table above, synthetics offer real advantages when your engine is very cold and when yourengine is very hot. The viscosity numbers shown above are at 212°F. At 32°F the PAOs and Diesters haveabout one third the viscosity of the mineral oils, meaning they pump through your engine three times better. Sinceabout 75% of all the wear on your engine happens in the first five minutes after you start it up, synthetics offeran advantage in significantly reducing engine wear.
Making Multi-Grade Oil
A simple standard oil, for example a pure base stock, would be a single weight, like 30 weight. This pure oilwould have no detergent additives to keep the engine clean. This oil would be relatively thick and difficult topour at room temperature, and would thin out as the motor heated up. On a very cold day, say 10° belowfreezing, this oil would thicken to the point where you could not start your motor, and if you did, the oil pumpcould not pump the oil around to protect your motor. It used to be that to start their diesel trucks in the winter,truckers would add kerosene to their oil to thin it out. Then they had to hope the kerosene would burn off beforeit did any real damage. Today, synthetic oils that are rated 0W-40 flow normally down to 65° below zero andremove the need for engine block heaters or adding kerosene.
An oil sold as 10w-40 is no thicker than 10 weight oil under Winter (10w) conditions, meaning below freezing.The 40 means it is no thinner than 40 weight oil at 212° Fahrenheit. So, the first number tells us theperformance of the oil at or below the temperature of freezing water, and the second number tells us theperformance at the temperature of boiling water. The chemicals added to the oil to accomplish this are calledViscosity Index Improvers (VIIs).
To make a 10w-40 oil, the manufacturer would start out with a 10 weight oil as the base stock. All by itself,this oil would thin out so much at normal operating temperatures that the oil film would be useless. So, they addthese very special very long molecules, the VIIs. The VII molecules are as much as 1000 times as long as an oilmolecule. The VII molecules curl up in a little ball at room temperature, but as the temperature gets higher theyuncurl and stretch out, like a cat sleeping in the sunlight. The more stretched out the molecule is, the more itimpedes the normal flow of the oil, thus raising the effective viscosity. Now, this sounds just a little too goodto be true. Well, there are two catches: first, these molecules are not lubricants, so the more of them that youadd the less oil you have sitting around lubricating things. Secondly, these VII molecules can be broken intopieces by various pressures and forces, like being squeezed through the transmission gears in a motorcycle or thehydraulic valves in a diesel engine. Every time a VII molecule gets broken, the oil loses some of its hightemperature viscosity. Synthetic oils made from pure PAOs and/or Diesters typically have very few VIIs, so theseoils are far less subject to viscosity breakdown due to shearing of the VII package. As a result, synthetics arefar more stable in a motorcycle engine.
10w-30 oil increases its viscosity at high temperatures by a factor of three, which requires a significantamount of these VII molecules. 10w-40 oil increases its high temperature viscosity by a factor of four, whichrequires even more even longer molecules. 20w-50, which sounds a lot like 10w-40, only increases its hightemperature viscosity by a factor of two and a half, so it requires fewer of these molecules than even 10w-30.15w-40 also increases its high temperature viscosity by about two and a half, so this oil is also substantiallymore stable than 10w-40. Most passenger car oils today use inexpensive VII molecules that break apart relativelyeasily. Conversely, most diesel engine oil VIIs are chosen from more expensive chemicals that are more shearstable, since an oil change in a large diesel is expected to last for 15,000 to 150,000 miles.
One way to judge the VII content of your oil is to read the VI, the Viscosity Index, at the manufacturer’s webpage. The base oils all have similar VIs to start with, so generally speaking, the higher the VI in the blendedoil, the more VIIs are present, and the less suitable the oil is for motorcycle usage. John Evans did just such asurvey of Valvoline, Chevron, Exxon, Quaker State, Citgo, and Conoco oils. He found that the 5w-30 oils all hadVI’s in the range of 158-162; the 5w-20 oils had VIs of 148-154; the 10w-40 oils had VIs of 147 to 150; 10w-30 oilshad VIs of 134 to 139; and 20w-50 oils had VIs of 120 to 125.
In 1994, Dr. John Woolum tested the viscosity of several 10w-40 oils in his motorcycle. He found that all of thepetroleum oils had lost highly significant amounts of viscosity within 1500 miles. Only Mobil-1 held up in histest. I have personally tested Delvac-1 synthetic in my ST1300. It was 5w-40 when I put it in, and 5w-25 9,200miles later. By 1500 miles, the petroleum oils Dr. Woolum tested were at 10w-25 equivalent. By contrast, Dr. Woolumtested a petroleum oil in his Honda Accord. After 3600 miles, the 10w-40 oil was 10w-37 equivalent. Motorcycles areindeed significantly harder on their oils than cars. Based on this result and the VI numbers above, it would seemthat 10w-40, 5w-20, and 5w-30 oils cannot be safely used in motorcycles for more than 1,000 to 1,500 miles.
You might ask, if these viscosity index improvers are so expensive and fragile, why have them? Why not just runa straight 30 weight oil? If you live somewhere where the temperature never changes, like Maui, maybe that’s a goodidea. However, if your engine will ever see temperatures below 60 degrees or above 100 degrees, it’s important tohave a multi-weight oil. Multi-weight oils offer far superior protection during a cold engine start on a coldmorning, and they also offer superior protection if your engine oil ever gets above about 230°. Of course, someold timers will tell you, “I always ran straight 50 weight oil. Yup. That was the stuff. All these new-fangledfancy oils, forget it, it’s just marketing hype. All you need is straight 50 weight.” Well, that may have been truewhen motorcycles were 1500ccs and made 18hp. Today, when you can casually buy an engine that makes 150hp per liter,things are just a little different.
Viscosity is not actually measured in “weights”, but rather in units called “Stokes.” If you’re a famousscientist they name a unit after you, except for poor Albert who is considered famous enough all by himself. Stokeswas a guy who worked on fluid flow. For oils, we use a hundredth of a Stoke, called a centi-Stoke, abbreviated cSt.”Weights” are a classification invented by the American Petroleum Institute (API). A different unit of viscosity,the centi-Poise, is used at very low and very high temperatures. 10 weight oil refers to oils within a range ofviscosities, so two different brands of 10 weight oil might actually be quite different. 75 weight gear oil isactually about the same viscosity as 10 weight motor oil. Don’t ask me why, I’m not a petroleum engineer; althoughsome might argue that I do belong in an institution.
a (0w-40, 5w-40, 10w-40 grades)
The “High Shear” viscosity number is the one that actually correlates with oil film thickness on your bearingsat operating temperature. You can see that, based on this, really there’s only three choices for oil: 20; 30 orlight 40; heavy 40 to 60. The cranking viscosities above show you the temperature at which you can start yourengine safely. 20w oils are only safe down to about 28°f. 5W Rotella or Mobil-1 SUV oil are safer at -13°fthan 20W is at 28°f.
Motor Oil Additive Packages
In addition to the base stock oil, oil manufacturers add what’s called an additive package. Additive packagesare typically not made up by the oil companies, but rather by a few companies that then sell them. Additivepackages contain several different chemicals with several different purposes. Here’s what the additive package issupposed to do for you:
- One component is detergents and dispersants. These chemicals are designed to hold onto foreign particlesand chemicals in your engine, and sometimes break them into smaller pieces. These foreign chemicals may becombustion by products, or junk that slipped past your air filter. If the particles are large enough, then theywill eventually be grabbed by the oil filter and taken out of circulation.
- Another component is buffers. This is typically calcium, magnesium, or boron. These chemicals are present toneutralize any acids which form in your engine. Acids are bad for your bearings and other important thingies.
- Your additive package will include solvents to break up deposits of tar and wax. In a premium oil, some of thebase stock will be Group V diesters to help the solvent package. Where did the tar and wax come from? Remember,when you opened up your $1.09 quart of Spiffo-Magic SuperLube, you got oil, additives, tar, paraffin, wax, asphalt,ash, aromatics (sounds like perfume when they say that, doesn’t it?), and the occasional stray bit of cockroachshell.
- Another component is emergency lubricants. This is typically zinc, phosphorous, and molybdenum. These chemicalsare present in case your oil film completely breaks down, due to extreme temperatures or pressures. These chemicalsare supposed to be a last resort defense against metal to metal contact in your engine. Oil companies are cuttingback on zinc and phosphorous, as these metals are hard on your catalytic converters. They’re substitutingmolybdenum disulfide, which lowers friction and improves gas mileage. It also causes problems for people with wetclutches, that is most motorcycles.
- The Viscosity Index Improvers are part of the additive package. As we learned above, these chemicals arepresent to make your oil stay thick at high temperatures.
- Finally, corrosion inhibitors. These chemicals are supposed to keep your oil from oxidizing or otherwisebreaking down due to time or contamination. Yes, it’s true, now even your oil has to take antioxidants.
API Oil Standards
The additive package is made to make the finished oil product meet one of the certifications. There are twoclasses of certification: S, for Service, and C, for commercial. The certification standardsare maintained by the API, the American Petroleum Institute. Over the years, the API has improved and changed thesestandards. The most current S standards are SL and SM. These standards differ from earlier standards like SH bylowering phosphorus to improve catalytic converter life, and increasing molybdenum to lower internal enginefriction and improve gas mileage. Phosphorus was originally added to oils to help protect high pressure areas likecam lobes and crankshaft bearings, so lowering phosphorus levels is a compromise of lower pollution, perhaps at theexpense of engine life. Molybdenum is added to improve fuel economy due to the federal CAFE (Corporate Average FuelEconomy) standards, thereby helping GM and Ford keep selling large V8s to the American public, but can perhapscause problems in engines with wet clutches. Most S additive packages are also designed to be inexpensive so thatthe resulting oil can be sold at a low price. SL and SM oils are both low phosphorus; SM oils which are labeled”energy conserving” are high molybdenum.
About every three years or so, the API releases a new S standard. The new standard supercedes the old standard,so, for example, the SH standard included extra high temperature deposit protection due to the popularity of turboengines in the early ’90s; SJ oils did not have this high temperature protection, as that portion of the standardwas dropped. This means that for some cars, oils made to the older rating systems are sometimes better than oilsmade to the new standards. SH certified oils are probably the best of the S oils for motorcycles and high-performance sports cars, but you pretty much can’t buy them anymore. Oils which are labeled “energy conserving” arebad for any vehicle with a wet clutch, meaning most motorcycles. Essentially all 0w-20, 5w-30, and 10w-30 oils areenergy conserving and should not be used in your bike.
Most people blending S type automotive oils are buying their base oils from a company who is most likely usingthe Chevron Iso- DeWaxing process to make their oils, then buying their additive package from another company thatis highly constrained by the API standards. The cost of getting an API certification for a single S motor oilformulation is from $125,000 to $300,000. The cost for C certification is $275,000 to $500,000. Once testing iscomplete, the oil can be licensed for $825 per year, plus a small royalty fee per gallon sold for all gallons overone million. The length of time between new specifications is now approximately 2 to 3 years, which does not allowa great deal of time to recover testing costs.
Additive companies, such as Lubrizol, Ethyl, Infinium and Oronite develop licensed additive formulas that theyoffer to oil companies to re-license. It is inexpensive to re-license one of these formulas, and the majority ofoil companies choose to do this to avoid the costs associated with testing. Thus, the same chemistry is being soldunder many brand names. Because of this, S type automotive oils have pretty much turned into a commodity. Althoughthe people selling a particular brand may wish you to believe their oil is superior to any other, in fact if it’sgot the API seal on it, it’s probably about the same as any other similarly rated automotive oil.
Commercial (Diesel) Oil
The additive packages for C (commercial) certification are designed to promote engine life. The additivepackages for C rated oils contain extra buffers and detergents to keep the engine clean and free of acids. C ratedoils are far better than S oils at holding and dispersing combustion byproducts and other contaminants, and at notbecoming acidic. Traditionally these oils are primarily used in diesel motors, which are very expensive and areexpected to last a million miles or more. When an engine rebuild costs $10,000 – $15,000 and puts you out of workfor a week or three, you don’t mind paying a bit more for your oil. The C certification tests have been largelydeveloped by Mack, Caterpillar, Detroit and Cummins to provide the additives necessary to keep these enginesrunning a long time. The latest commercial certification is CI-4 Plus, which includes extra protection for hightemperature high revving motors. Since it’s designed for diesel motors, they don’t care about no stinkin’ catalyticthingies, and CAFE is a place where you get a cup of joe and a donut. CI-4 Plus differs from CI-4 with higherdetergent requirements and better sheer stability. The shear stability is exactly what motorcycles need due torunning the engine oil through the transmission.
Although C standards are changed every few years, the older standards are enhanced, not superceded. So, newerhigher rated C oils are simply better than older lower rated oils.
Although few car owners test their oil regularly, most large trucking companies routinely do oil analysis ontheir diesel trucks. Used oils are checked for viscosity breakdown, for detergent and dispersant function, and formetal contamination that would indicate engine wear. C oils that don’t measure up are quickly run off the marketplace. To prevent engine wear, the best strategy is to keep deposits off the pistons, rings, and bearings.Therefore, diesel oils typically contain half again more detergents, double the dispersants, and a much moreexpensive and robust VII package than S type oils. If you go to an auto parts store, convenience store, or grocerystore, you’ll see that there are dozens of brands of automotive oils, all claiming to be the best. If you look attruck stops, you’ll see there are only a very few diesel oils sold, typically Rotella, Delo, and Delvac. Truckingcompanies find what works for them and won’t switch. They’re not interested in saving a dollar a gallon on someunknown oil.
The C certified oils are all also S certified, just as some S certified oils are also C certified. The best Ccertified oils are SG, usually SH, sometimes SJ. I don’t know of a C certified oil which is SL. The best Scertified oils are CF, which is a relatively old and obsolete C standard, and does not include the tests for highspeed high temperature engines that CG, CH, and CI have. In fact, CF oil does not meet the current factorystandards for Volkswagen or Mercedes diesel passenger cars.
http://2wheelwiki.com/wp-content/uploads/2014/12/The API charges serious money totest an oil and certify it. If the API really tested the oil in their independent lab, and the oil company paystheir royalties on time, the oil company gets to display the API seal on their product. Some smaller companiesdon’t pay the API to test their oils and certify them. In these cases, you won’t see the API seal, instead you’llsee some words like “Meets or exceeds all manufacturers warranty requirements. API Service SJ, SL, CF.” It’s up toyou to decide if you trust this manufacturer to actually test their oil themselves and tell you the truth about theresults.
JASO certified Oil
Another institute that certifies oils is called the Japanese Automotive Standards Organization, JASO. Onewonders why this Japanese organization has an English name. . . In any case, they have two classifications formotorcycles, “MA” and “MB.” MA is the one you want. MB is like the API SL category, it’s got all those nastyfriction reducing chemicals that may scare your clutch into misbehaving. Again, there is an official JASO seal ifthe oil has been independently tested. The seal is a rectangle; in the upper quarter of the rectangle will be aserial number, and the lower three quarters will just have the letters MA. If the oil manufacturer did their owntesting, instead you’ll see just words like “Meets or exceeds JASO MA standards.”
Some manufacturers recommend JASO-MA certified oil. AMSOil and Golden Spectro are JASO-MA certified. Some peopleconsider this important. Interestingly, although Honda recommends a JASO-MA oil, Honda oil is not JASO-MAcertified. Mostly JASO-MA is pretty much equivalent to SH. In fact, the JASO spec is mostly a reaction to thedecrease in zinc-phosphates in SJ and SL oils, and the added molybdenum disulfide in energy conserving oils.Personally, I don’t care about JASO standards – they’re really not on my radar.
Racing Oil, NASCAR oil, etc.
Some manufacturers also sell something they call “racing oil.” Normally, this is actually fairly decent oil, butyou should not be mislead into thinking racing cars use the best oils for you. Race drivers start their engine onetime only, warm it up slowly and carefully, then run the engine near or at the red line for a couple hours. 100 to500 miles later, they completely tear down the engine and replace all the worn parts, the oil, and the oil filter.If you think you might like to go more than 500 miles between major engine rebuilds, you might consider that youruse of your engine is quite different from Michael Andretti’s.
Why do we change our oil?
We’re now in a position to discuss this. Your oil is a combination of one or more base oils and a complicatedadditive package. The base oils will actually last as long as your motorcycle – many hundreds of thousands ofmiles, several years. The reason we change our oil is the additive package wears out. The buffers get used upneutralizing acids. The detergents and dispersants get used up clinging to gunk that’s too small for your oilfilter to pick out. The VII package gets shredded by your transmission. You could imagine a device that pulled outyour oil, gave it a very thorough cleaning, replaced the buffers, detergents, and VII molecules, and put it backinto your engine. Sort of a motor oil dialysis machine. However, in a country that has Texas and Alaska, in a worldwhere oil is $30 / barrel, this makes no sense. So, we dump out our entire four quarts of oil because 3% of the oilis used up. It’s really just a cheap way of getting a bunch of contaminants out of our engine. This is why it doesmake sense to recycle oil: if you can process the oil hundreds of gallons at a time, you can separate out the basestocks economically. If you use synthetic oils and bring your used oil to a recycling collection point, you canfeel especially good: a bunch of school buses and city buses are going to get an extra little kick in their baseoil because of you. In fact, you can tell your wife that’s why you need this exotic, expensive synthetic oil: it’ssolely out of your concern for the children. If everybody used Spiffo-Magic SuperLube the recycled oil would bejunk, and in no time flat the school buses would all break down and the kids would have to walk to school, 23miles, in the snow, uphill both ways. Why, in no time flat the kids would lose weight, improve their cardiovascularconditioning, and just generally be more healthy and have more energy. What a nightmare!
Choosing an Oil for Your Motorcycle
There are a few special problem areas for motorcycle oil. Most motorcycles have wet clutches, which means themotor oil runs through the clutch. If the motor oil has too much molybdenum in it, there are fears that the clutchcan start slipping. No one I know has ever actually had this happen to them, but the warnings are all over yourowners’ manual and the oil companies’ web pages. On the back of all certified oil cans is a circular stamp with thecertification. Avoid oils that say “energy conserving” in the bottom half of the donut. These oils contain frictionmodifier additives that could cause clutch slipping over time. Essentially all 0w-20, 5w-30 and 10w-30 oils areenergy conserving, and should not be used in your motorcycle.
Most motorcycles run the engine oil through the transmission, and the transmission gears are very hard on theoil’s VII package. This means that over a couple thousand miles, the oil’s viscosity can break down. Standard caroils are only good for typically 1500 miles before they’ve lost about half of their viscosity. Remember, 10w-40oils contain a lot of VIIs which tend to shear in your transmission, so I believe 10w-40 oils should be avoided.You can’t use 10w-30 because of the friction modifiers. This doesn’t leave much. Commercial 15w-40 oils are a goodchoice, because they have relatively few VIIs which are the more expensive shear-stable sort. Synthetics typicallydon’t contain much of a VII package, so shear is not as big an issue with them.
Some people use their motorcycles only sporadically. This means the oil can all drain completely into the sump,leaving no protective film on the bearings. The first start after a long period of non-use can be particularly hardon an engine. Film strength is very important if you’re a sporadic rider.
There are several key advantages to using Synthetic Oils:
Synthetic oils have a higher viscosity index than mineral base oils. Synthetics have better resistance tothinning at high temperatures and thickening at low temperatures. Since synthetics have little or no VIIs,synthetics last longer in service without radical changes in viscosity.
Synthetics have a much higher film strength than petroleum oils, so it takes a lot longer for the oil to draincompletely off your bearings and into your sump.
Diester synthetics are polar molecules with solvent properties which dissolve residues and combustionbyproducts.
Choosing a Break-In Oil for Your Motorcycle
The theory that synthetic oils should not be used during break in is the same as the theory that your enginewill break in better if you use synthetic oil but add a dinner candle to your four quarts of engine oil. Frankly, Ifind this theory, um, questionable. Oh, hell, laughable. Corvettes and Porsches come from the factory with Mobil-1in their engines. Remember, these engineers have designed world-champion engines for F1, Indy, Le Mans 24 hours,etc.
There’s a lot of mythology surrounding break-in oil. It’s simply not the case that synthetic oils are more”slippery” than conventional oils. Also, break-in of a modern engine is completely different than break-in of anengine made before about 1980. Modern engines, by comparison to something made in the ’60s, are pretty much alreadybroken in from the factory due to the fact that today we hold much tighter machining tolerances. The exception, ofcourse, would be the Ural, a motorcycle made on a production line unmodified since about 1935.
I recommend you change your break-in oil at 75 to 100 miles, 100 to 150 kilometers. Your engine does shed a fairamount of metal particles in the first 20-50 miles, and I really can’t understand why you would want this stufffloating around your bearings for the first 600 miles, 1000 kilometers.
I put Shell Rotella “synthetic” (87% group III) oil in my DL650 at 75 miles. It burns no oil, gets great gasmileage, and runs great. I recommend you switch to a good synthetic at your first oil change.
I get a lot of email, “My buddy has 283,000 miles on his Yamazuki 867 Nintruder, and he’s never used anythingbut 35¢ per quart grocery store oil changed every 48,000 miles.” Here’s the truth: modern Japanese engines areamazingly well engineered and can tolerate a surprising amount of abuse. However, putting automotive oils inyour motorcycle and running them for more than 1500 miles is abuse. I abuse my motorcycle enough with the way Iride them without adding on the abuse of using cheap oil that will break down in 1500 miles.
The question of which oil is best is not settled. We know what we want: the oil is inexpensive, lasts a longtime, and makes our engine never break. There are various articles in MCN which do a chemical analysis and makerecommendations based on the content of the additive package. I am very skeptical of this, as the utility of thesechemicals at various levels is never tested, and the base oils are not tested. There are a couple articles thatactually test for viscosity breakdown, and standard petroleum oils don’t do very well. Consumer Reports once did a4,500,000 mile test of oils in NYC taxicabs, however these engines only start once per day and are water-cooled, sothey mostly avoid cold start-ups and overheating. If you’re using a standard automotive petroleum oil in yourmotorcycle and running it for more than 1,500 miles, you are taking your chances. By 1,500 miles, the VII additivesare pretty much all broken down, and the oil has therefore thinned out enormously.
Your engine will not explode if you use Spiffo-Magic Superlube for 4,000 miles. Your engine will not explode ifyou never use synthetic oils. However, any of these choices puts additional strain on your engine. You buy $65tires for your car that last 45,000 miles, and $100 tires for your bike that last 8,000 miles. Why on earth wouldyou try to save $5 on each oil change to buy an oil that can’t hold up in a motorcycle engine? My DL650 runs itsoil through the transmission, I run off-road (extreme environment due to silicon blow-by at the piston rings), I’mpretty much always revving my engine at 5500 rpm or more (red line on the Corvette, the one that comes with Mobil-1as factory fill). I stress my little engine enough without making it use dinner candles as lubricants. Nor do Iwish to make the bearings run in 10w-40 oil that’s broken down to 10w-15 oil.
Some people should, in my opinion, clearly use a synthetic oil. You should be using a syntheticif:
- you routinely start your engine in temperatures under 40°f, 5°c.
- you live somewhere where it gets below -35 degrees, and you want to start your car. In this case you must useeither Mobil-1 0w-30 or the Canadian 0w-40 Rotella. If you’re riding your bike in -40 degrees, I want a picturejust before you die.
- you leave your vehicle sit unused for months at a time.
- you are unable or unwilling to change your oil within 2000 miles.
- you have one of these new 4-stroke MX bikes. These MX bikes hold only about one quart of oil, all of them havemarginal cooling systems, and if there’s a more severe use of an engine than MX, I don’t want to be physicallypresent when it happens.
If it’s below -55c, -65f, stay home. Really.
Three synthetics stand out from the rest: Mobil Delvac 1,Mobil-1 SUV and Shell Rotella T Synthetic. These areC certified industrial oils meant to be purchased in 55 gallon drums and used by companies which run a lot ofdiesel engines. The Commercial oils, as discussed above, have more expensive additive packages which are meant toprolong engine life and oil life, as opposed to being cheap to buy at Pep Boys and helping the car companies meettheir CAFE requirements. These oils meet all the automobile requirements through SJ, and also have extra additivesto help pick up gunk in the engine, to keep the oil from becoming acidic, and to maintain the oil’s viscosity overa long time. In fact, the manufacturers talk about their oil’s viscosity resistance to shear forces – exactly whata motorcycle needs. Shell Rotella-T Synthetic is available at Wal-Mart for $13 / gallon, so I consider this themotor oil of choice. Delvac-1 is very hard to get in the west – there are only two places in all of Californiawhere you can buy it. Mobil-1 SUV is readily available everywhere for about $4.50 / quart. When used with thecorrect filters, these oils are certified for 50,000 mile oil change intervals, and are frequently used for 100,000to 150,000 miles in diesel long-haul trucks. Now, before you get all excited about the possibilities, you must alsokeep in mind that the diesel engines don’t run their oil through their transmission, and the large diesels all havetwo oil filters, one a normal paper filter, and the other a 1 or 2 micron filter that catches pretty mucheverything. We don’t have these secondary ultra-fine oil filters on our bikes. Also, the large diesel engines holdeleven gallons of oil – a oil and filter change costs these guys $350 if they use synthetics, $150 if they don’t.
The synthetic diesel oils are 5w-40 oils. Some people have expressed concern to me that this doesn’t match the10w-40 specification for their engine. The 5w rating only applies when the oil is cold, below about 80° f. Onceyour oil and engine are up to operating temperature, these are 40 weight oils, just like all the others. In coldconditions, under 40° f, the 5w oils are much better for your engine than a 10w oil.
AMSOil, Motul 5100, Mobil-1 MX4T, Mobil-1, Redline, and Golden Spectro are apparently made with high qualityadditive packages, similar to the commercial synthetics. Personally, I would find it reassuring if these oils wereCI-4 certified. However, many motorcyclists have used these oils for years with good results. They are all fineoils, and perfectly acceptable to run in your motorcycle. They are a bit on the pricey side. Delvac-1, AMSOil,Redline and Motul synthetics contain no petroleum oils – they’re pure synthetic. To the best of my knowledge, allother synthetic oils contain some amount of Group III oil.
Mobil-1 automotive oils all contain small amounts of moly – about 100 to 200 ppm. This can cause clutch slippagein some motorcycles. I’ve only heard of this being a problem in Honda Shadows.
I’m sometimes asked if it’s ok to blend your own oils. Yes, it is. Oils are all made out of pretty much the samechemicals, and nothing really bad will happen. If I wanted to blend my own oil, I expect I would use something like25% Motul 5100 10W-40 and 75% Chevron Delo 15w-40, which would get me both the advantages of a lot of diester stock(5100 is pure diester) and the diesel additive package. In the winter, however, I would use 25% Motul and 75%Rotella synthetic, to get the superior low temperature performance. In fact, I just run Rotella synthetic ineverything I own, year round: ST1300, DL650, Superhawk, Chevy Silverado, motorhome.
I’m also sometimes asked if it’s ok to run non-Harley oils in Harley-Davidsons. In my opinion, yes. If youchange your engine oil every 3,000 miles or so, you can run pretty much any decent oil. I ran Valvoline in myHarleys for 120,000 miles. For extended oil life or superior protection, I recommend AMSOil, Golden Spectro, Motul5100 or Mobil-1. Harley recommends a 20w-50 oil, so Rotella or other synthetic diesel oils will not do. However,the 15w-40 diesel oils meet the same film strength standard as 20w-50 oil, and are just fine to run in your Harley.I’m told that the standard Harley oils are made by Sunoco, and the Syn-3 is made by Castrol. The Syn-3 Harleysynthetic is primarily a Group III oil, and contains very little PAO or Diester stock. I don’t consider the Syn-3Harley oil either a particularly excellent oil, nor a competitively priced oil.
If you live in another country, you’ll have to do a bit of research to decide on an oil. Generally, any oilcertified for use in a late model Volkswagon or Mercedes turbo diesel is a good choice. Another good idea is to goto a truck stop and ask the truckers about brands. Rotella is marketed all over the world, but in other countriesit’s called Rotella or Rimola or Helix Ultra, and the formulation may be a bit different, depending on localclimate and preferences. It will likely also be a lot more expensive than it is here. Sorry. I don’t make your taxpolicy. Nor ours. They would all be very different if I did.
If you prefer a less expensive petroleum oil, Chevron Delo 400, Mobil Delvac1300, and Shell Rotella T are available at anyauto parts store for under $7 per gallon, or at Sam’s Club or Costco for under $6 per gallon. This price isreasonably competitive with passenger car oils, and you are getting a Group II oil with the superior commercialadditive packages. Notice in the table above that these oils have particularly good high shear film strength,meaning the protection you get for your bearings is much better than with a 10w-30 or 10w-40 oil. I don’t have anyinformation about how long you can run these oils before their viscosity breaks down, but I’m confident it’s atleast as long as the best consumer petroleum oil. If you’re really into saving money, you can often find these oilslocally in 10 gallon drums for about $50. This should keep your bike, your car, and your wife’s car in good shapefor at least a year. Farmers, ranchers and truckers buy these oils in large quantities, and we get to ride piggy-back on their economies of scale.
|Vs @ -30||6400||?||7000||7000||7000||?||3150*||6500|
|Vs @ 40||89||108||89||100||111||125||125||97|
|Vs @ 100||15||15.5||13||14||16||18||14||14|
* = @-20c
! = @-25c
If you want to do some research on oils yourself, here are some links. I read all this stuff and I’m still alive, but a bit weird.All about the new CJ-4 oils.Oil viscosity defined.API Service classifications.Everything you ever wanted to know about oil, but were afraid to ask.Here’s what an additive package manufacturerhas to say about oils.Chevron talks about base oilsand GF-4 oils.Consumer Reports tests oils for 4,500,000 miles in NYC taxis.Lubricants primer by Red Line.All about oil by Ed Hackett, a college professor.Oil Advice from Mike Guillory, a petroleum engineer.More Oil Advice.Jeff Di Carlo also has an opinion.Check out the articles in MCN Jan-Feb ’03.MCN ’94 includes viscosity breakdown testing.Another article that includes viscosity breakdown testing.The history of synthetic oils, only *slightly* self-serving.Oil additives = snake oil? (yes)More on oil additives = snake oil
Mobil wants your money, as doesShell,Valvoline,AMSOil andSpectro Oil. You may be skeptical about the oil companies interests, but theyare the people making what we buy so it’s interesting to hear who they think we are and what they think we need.
Are Harley oils the best?
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