Adoption of PC-11 into API Dec. 10, 2015

Transcription

1 Adoption of PC-11 into API 1509 Dec. 10, 2015

2 Motion Robert Stockwell, Oronite Second Jim Linden, Total Set the first licensing date for API CK-4 and FA-4 Standards as Dec. 1, 2016 Passed by Lubricants Group Voice Vote 10-DEC-2015

3 December 10th, 2015 JW Marriott Austin 110 E 2nd Street Austin, Texas 78701

4 June 21 st, 2011 the EMA/TMA made a request of the DEOAP for a new Heavy-Duty Diesel Engine Oil Performance Standard. Drivers for the new category included: U.S. Environmental Protection Agency (EPA) is in process of adopting regulations which will mandate improvements in fuel efficiency from heavy-duty on-highway diesel engines and vehicles, beginning in 2014 with additional efficiency improvements beginning in 2017 (the GHG Rule.). Engine lubricant performance can have a significant influence on an engines ability to achieve EPA s GHG emissions goals. Anticipated test obsolescence

5 EMA/TMA requests that the PC-11 category be split into two separate and distinct subcategories with corresponding HTHS performance levels: One that preserves historical heavyduty oil criteria One that provides fuel efficiency benefits. Improvements or changes in performance, relative to API CJ-4 Oils included: Oxidation stability Aeration benefits Shear stability Scuffing/Adhesive wear control Compatibility with biodiesel blends Note: Supporting data was provided for the performance improvements requested

6 Three Phase Process Phase 1: Category Request/Evaluation NCET Established (June 2011-December 2011) Phase 2: Category Development NCDT Established (December 2011-December 2015) Phase 3: Category Implementation DEOAP (December December 2016) Consensus Process with Major Stakeholder all included: API Oil Marketers EMA Representative (On-and Off- Hwy) ACC Representative Engine Tests Labs Trade associations including ASTM, SAE, etc. Open meetings to allow all interested parties to participate.

7 Performance Challenges How is shear stability to be evaluated? What oxidation test will be used? Need to better define biodiesel compatibility What should the HTHS be for the lower viscosity/fuel economy specification? Development Challenges Very aggressive time line required to meet first license date target Multiple new tests to be developed Precision / BOI / VGRA matrix costs likely to be very high Potential resource limitations due to overlap with GF-6 Marketing Challenges How are we to market this? What is the plan for educating the consumer education? What will the new category be called?

8 The NCET s specific charge is to evaluate the request and to make one of the decisions below: A. Support the request for the new category and recommend to DEOAP that the request be forwarded to the API Lubricants Committee for consideration to proceed with category development. This recommendation shall identify the need for the category, recognize its feasibility, provide a timetable for category development, suggest draft language for the category, and identify the proposed method for funding development of the new category. The API Co- Chairperson of the DEOAP shall present the DEOAP recommendation, along with appropriate documentation, to the API Lubricants Committee for consideration at its next meeting. B. Deny the request, explaining to the sponsor in writing the reasons for the denial. The sponsor has the option of resubmitting the request with additional information. C. Not reach consensus. If the NCET cannot reach consensus on the request for a new performance category, the API Co-Chairperson shall provide the API Lubricants Committee with the vote outcome and a summary of the reasons for the action.

9 New Category Development Team (NCDT) API, ACC, EMA, Liaison Members (ILMA, SAE, ASTM) manage development of new category by consensus process API Drafts user language Develops licensing Timeline Develops BOI and VGRA guidelines EMA Proposes Test Provides Hardware Identifies reference oil(s) Adjusts category targets ASTM Coordinates test procedure and precision development Ensures compliance with timetable Establishes performance limits ACC Implements template guideline Revises Code of Practice 25 & 26 June

10 PC-11 Specification Critical Tests Characteristic PC-11 A (High HTHS) PC-11 B (Low HTHS) Test That Measures Parameter (new) Piston Deposits, Fe and Oil Consumption X X C13 Piston Deposits, Al and Oil Consumption X X 1N Ring and Liner Wear X X T-12 (New Limits) Soot Valvetrain Wear (Abrasive and Rolling) X X RFWT Soot Valvetrain Wear (Sliding Wear) X X ISB Soot / EGR/ Valvetrain Wear/Valve Stem / Guide ISM X X Wear (Abrasive and Corrosive) Thermal Stability (Oxidation) X X Volvo T-13 Oil Aeration X X Cat Oil Aeration Test Soot/Viscosity in EGR Engines X X T-11 Elastomer Compatibility X X ASTM D7216 Used Oil Viscometrics (Low Temp) X X MRV (T-11) High Temperature Corrosion X X HTCBT Shear Stability KO 90 Pass KO 90 Pass 12.8cSt min Xw-40(ex. 0W-40); Xw-30 stay in grade Volatility 13% max 13% max NOACK (D5800) Foaming X X ASTM D892 Filter Plugging/ Sludge X X ISM Chemical Limits (Ash, Phos., Sulfur) X X D874, D4951, D2622 High Temperature/High Shear Limit (Fresh Oil) 3.5cP min cp HTHS (D4683) High Temperature/High Shear Limit (After KO 90) 3.4 min 2.8 min HTHS (D4683) Blue indicates existing test Yellow indicates new test/limit Fuchsia indicates a replacement test with new limits

11 Volvo T-13 Oxidation Test Test Operating Conditions: Test Engine - MP 8 US10 (500 hp) 360 hr Test Over-fueled, High Peak Cylinder Pressure High Oil Temperature 130 C Main Gallery Reduced Sump Capacity Pass/Fail Criteria: IR Peak Oxidation at 360 hrs. Viscosity Increase - % KV40 increase from hrs Caterpillar Aeration Test Test Operating Conditions: Test Engine: Caterpillar C hr Test 1800 rpm, No Load, 2.2 gal/hr fuel rate Micro-Motion Meter measures oil density to calculate %aeration Pass/Fail Criteria: Average % aeration 40-50hrs.

12 KIN. VISCOSITY (mm 2 C HTHS VISCOSITY C SAE 40 SAE 30 SAE 20 CJ-4 CK-4 (PC-11A) FA-4 (PC-11B) ~4.2 ~3.5 ~3.2 ~2.9 *Not to scale **Approx. HTHS scale Specification Units Proposed Limits New Oil Viscosity PC-11A PC-11B Viscosity Grade (SAE J300) xw-30; xw-40 xw-30 Fresh Oil HTHS Viscosity, at 150 C xw-30 Grades; minimum mpa-s maximum mpa-s n/a 3.2 xw-40 Grades Meet SAE J300 n/a Sheared Oil Viscosity (D7109) Kinematic Viscosity at 100 C, min xw-30 Grades mm 2 /s W-40 mm 2 /s 12.5 n/a Other xw-40 Grades mm 2 /s 12.8 n/a HTHS Viscosity at 150 C, min xw-30 Grades mpa-s

13 Numerous options discussed High HTHS Low HTHS Comments Taskforce formed to make recommendations SAE J300 Modification for PC-11? SAE 10W- 26 Suffix L and H Direction/suggestion form API LG For the high HTHS (PC-11A) the API LG was comfortable with the category name CK-4. For the low HTHS (PC-11B) the discussion centered on how to establish an evergreen aspect to the categories. Minimize Number of Characters Distinct difference between PC-11A High Vis and PC-11B Low Vis. Evergreen Name/Symbol The Low Viscosity oil does not sound like the High Viscosity Oil Option #1 Option #2 Option #3 Option #4 Option #5 Option #6 Option #7 CK-4 CK-4 High HTHS = backward compatible Low HTHS = Not backwards compatible CK-4 HD 3.0 High HTHS possibly drop -4 Low HTHS = Nomenclature substantially different then High HTHS CJ-4 Plus CJ-4 Plus CK-4 HD 3.0 High HTHS = backward compatible Low HTHS = Not backwards compatible High HTHS = backward compatible Low HTHS = Nomenclature substantially different then High HTHS CK-4 DK-4 High HTHS = backward compatible Low HTHS = D designation would offer parallel path for coexistence. Not backwards compatible CK-4H CK-4 CK-4L CK-4 RC

14 Consumer Focus Group on options provided a lot of good insight Study coordinated through API and third party. Options for possible revisions to API donut Recommended category naming nomenclature: PC-11A = CK-4 PC-11B = FA-4 API working with external PR firm to develop a communication plan Build API web page for PC-11/CK-4/FA-4 Test donut options Launch campaign through Motor Oil Matters Facebook and Twitter Seek out speaking opportunities at industry events Design MATS booth for new category promotion * Concepts only for consumer testing

15 NCDT Taskforces Review and Recommend New Performance Test Taskforce on Oxidation/Nitration recommends Volvo T-13 for oxidation. Taskforce on Aeration recommends Caterpillar Oil Aeration Test Shear Stability Taskforce recommends more severe limits on current 90 cycle shear test for xw-40 grades (except for 0W-40) Biodiesel taskforce concluded no available test and no need to include a test at this time. No scuffing/adhesive wear test. Development of this test continues. Sufficient data not available soon enough to support inclusion in this category. BOI/VGRA group recommends precision matrix based on available funding from funding group Recommended category naming nomenclature and structure to API LG PC-11A = CK-4 PC-11B = FA-4

16 HDEOCP works to develop consensus through exit criteria ballots addressing key issues with new and carryover tests. Carry-over tests from CJ-4 Test limits for new and existing tests Task Forces for new tests transition into ASTM Surveillance Panels Volvo T-13 Caterpillar Oil Aeration Test Development of ASTM B ballot Issued Nov. 2, 2015

17 NCDT is in Agreement After the ASTM Vote all of its original goals and objectives have been met The team will forward all procedures, facts, data, and information that is pertinent to the new category to the DEOAP The DEOAP and NCDT meet to ensure that the tests developed under NCDT guidance satisfy the need expressed by the original sponsor When the DEOAP and NCDT Meet: Ensure that the tests developed under NCDT guidance satisfy the need expressed by the original sponsor Performance targets contained in the proposed consumer language are met by the tests proposed for the category Timetable is acceptable Test methods chosen to define the new standard represent the most costeffective means of establishing the new performance level. API BOI/VGRA Guidelines are evaluated and being established DEOAP Co-Chairpersons, complete a Category Development Package and with a recommendation for formal approval, to the API Lubricants Group API Lubricants Group Approves the complete package including the final consumer language

18 For the ASTM Functional Group Review the appropriateness of the test data developed for discrimination and precision. Agree on the final description for each new performance test and that the optimum test methods and performance limits have been chosen. At least one demonstration reference oil capable of meeting all minimum performance criteria is required. For the ACC functional group, Ensure that the ACC Code of Practice includes each of the new engine performance tests From SAE and other cooperating agencies Any standards, codes, and publications that are necessary parts of the new category.

19 Activity EMA Requests New Category NCET NCDT / DEOAP Test Development Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q NCDT NC DT DEOAP HDEOCP Matrix, BOI, VGRA Technology Demonstration Limit Setting & Spec. Finalization Oil Qualification/API Licensing Today First Licensing December 1 st, 2016

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21 5.X.X.X CK-4 For 2017 Heavy-Duty Diesel Engine Service API Service Category CK-4 describes oils for use in high-speed four-stroke cycle diesel engines designed to meet 2017 model year on-highway and Tier 4 non-road exhaust emission standards as well as for previous model year diesel engines. These oils are formulated for use in all applications with diesel fuels ranging in sulfur content up to 500 ppm (0.05% by weight). However, the use of these oils with greater than 15 ppm (0.0015% by weight) sulfur fuel may impact exhaust aftertreatment system durability and/or oil drain interval. These oils are especially effective at sustaining emission control system durability where particulate filters and other advanced aftertreatment systems are used. API CK-4 oils are designed to provide enhanced protection against oil oxidation, viscosity loss due to shear, and oil aeration as well as protection against catalyst deactivation, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot related viscosity increase. Engine oils that meet the API Service Category CK-4 designation have been tested in accordance with the ACC Code of Practice and may use the API Base Oil Interchangeability Guidelines and the API Guidelines for SAE Viscosity-Grade Read Across. API CK-4 oils exceed the performance criteria of API CJ-4,CI-4 PLUS, CI-4, and CH-4 and can effectively lubricate engines calling for those API Service Categories. When using CK-4 oil with higher than 15 ppm sulfur fuel, consult the engine manufacturer for service interval recommendations. Marketers may license products meeting API CK-4 requirements as API CJ-4, CI-4 PLUS, CI-4, and CH-4.

22 5.X.X.X FA-4 For 2017 Heavy-Duty Diesel Engine Service API Service Category FA-4 describes certain XW-30 oils specifically formulated for use in select high-speed four-stroke cycle diesel engines designed to meet 2017 model year on-highway greenhouse gas (GHG) emission standards. These oils are formulated for use in on-highway applications with diesel fuel sulfur content up to 15 ppm (0.0015% by weight). Refer to individual engine manufacturer recommendations regarding compatibility with API FA-4 oils. These oils are blended to a high temperature high shear (HTHS) viscosity range of 2.9cP-3.2cP to assist in reducing GHG emissions. These oils are especially effective at sustaining emission control system durability where particulate filters and other advanced aftertreatment systems are used. API FA-4 oils are designed to provide enhanced protection against oil oxidation, viscosity loss due to shear, and oil aeration as well as protection against catalyst deactivation, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot related viscosity increase. Engine oils that meet the API Service Category FA-4 designation have been tested in accordance with the ACC Code of Practice and may use the API Base Oil Interchangeability Guidelines and the API Guidelines for SAE Viscosity-Grade Read Across. API FA-4 oils are not interchangeable or backward compatible with API CK-4, CJ-4, CI-4 PLUS, CI-4, and CH-4 oils. Refer to engine manufacturer recommendations to determine if API FA-4 oils are suitable for use. API FA-4 oils are not recommended for use with fuels having greater than 15 ppm sulfur. For fuels with sulfur contents greater the 15 ppm, refer to engine manufacturer recommendations.

23 DEOAP is: Reviewing and finalizing user language Working with API to develop consumer awareness media plan Request API LG Ballot API CK-4 and FA-4 for the next generation heavyduty engine oil category with first licensing December 1 st, 2016

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