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Diesel particulate filters are remarkably efficient in reducing emissions of particulate matter from heavy-duty diesel engines. However, their efficiency and performance are negatively impacted by contaminants derived from consumed engine lubricant. This accumulation of incombustible ash imparts a fuel economy penalty due to increased system backpressure and demand for more frequent regeneration events. This study documents a systematic evaluation of lubricant impacts on DPF ash loading, system performance, and fuel economy. A novel, ultra-low ash heavy-duty engine oil demonstrates significant advantages in aged systems when compared to tests using conventional lubricants. The ultra-low ash oil yields a significantly lower ash loading that is also more dense therefore offering extended DPF maintenance interval and potential for 3% fuel economy retention benefit. These advantages offer potential for significant reduction in cost to operate and maintain a DPF equipped engine.

Due to engine oil consumption, over 90% of the incombustibles in the diesel particulate filters (DPF) are derived from organometallic lubricant additives. These components are derived from calcium and magnesium detergents, zinc dithiophosphates (ZnDTP) and metal-containing oxidation inhibitors. They do not regenerate as they are non-volatile metals and salts. Consequently, the DPF has to be removed from the vehicle for cleaning. Ashless oil could eliminate the need for cleaning. This study initially focused on development of an ashless oil, but eventually concluded that this oil could not meet the valve-train wear requirements of the API CJ-4, SN/ACEA E9 oil categories. However, a zero-phosphorus oil with no ZnDTP and an extremely low sulfated ash of 0.4% demonstrated that it could meet critical engine tests in API CJ-4/ACEA/SN. The above oil, which has been optimized at 0.3% sulfated ash, has proven field performance in Cummins ISX with DPF using ultra low sulfur diesel (ULSD).

Advancement in Heavy Duty Diesel Engine Oils has, for approximately two decades, been driven by the ever more stringent emission legislation for NOx and Particulates. Over the last few years, the focus has shifted to reducing CO2 emissions and reducing operating cost by improving the engine's fuel economy. With fuel economy as an important new technology driver, the industry is exploring and introducing diesel engine oils of viscosity grades that used to be applied solely in passenger car engines, such as SAE 10W-30 and even SAE 5W-30. To avoid misapplication, API has decided that heavy duty diesel engine oils, most of which are formulated close to the maximum 0.12% phosphorus limit in the API C specification, can no longer add the API S gasoline engine claim.

Advancement in Heavy Duty Diesel Engine Oils has, for approximately two decades, been driven by the ever more stringent emission legislation for NOx and Particulates. Over the last few years, the focus has shifted to reducing CO2 emissions, which created an interest in fuel efficient lubricants. In addition, increased fuel cost and a need to control operational expenses in a weaker economy have further heightened the interest in fuel efficient lubricants. Where the trucking industry was reluctant to move away from the tried and true SAE 15W-40 viscosity grade, there is now a strong interest in pushing the boundaries of lower viscosity to reduce internal friction in the engine and thereby improve fuel efficiency. Consequently, the industry is exploring and introducing lower viscosity grades, such as SAE 10W-30 and even SAE 5W-30.

By 2014, all new on- and off-highway diesel engines in North America, Europe and Japan will employ diesel particulate filters (DPF) in the exhaust in order to meet particulate emission standards. If the pressure across the DPF increases due to incombustibles remaining after filter regeneration, the exhaust backpressure will increase, and this in turn reduces fuel economy and engine power, and increases emissions. Due to engine oil consumption, over 90% of the incombustibles in the DPF are derived from inorganic lubricant additives. These components are derived from calcium and magnesium detergents, zinc dithiophosphates (ZnDTP) and metal-containing oxidation inhibitors. They do not regenerate as they are non-volatile metals and salts. Consequently, the DPF has to be removed from the vehicle for cleaning. Ashless oil could eliminate the need for cleaning.

New engine technologies are constantly being developed and introduced in order to meet increasing customer demands and government regulations. In many cases, improved engine oil performance is necessary to facilitate the implementation of new engine technologies. In order to meet increasing customer demands for performance, durability, and fuel economy, the engine builders are introducing hardware and operating cycles that place increasing demands on the engine oil. Each new North American Gasoline Engine Oil Performance Category has been developed with specific performance targets and improvements in mind. This paper will primarily focus on the initial steps in the development of engine oils for the GF-6 passenger car engine oil category in North America. GF-6 is scheduled to be introduced during the 1st quarter of 2015 and will supersede GF-5 and previous categories. It will also be backward compatible and will provide improved performance relative to GF-5 in many respects.

The heightened interest level in Fuel Economy for Heavy Duty Diesel Engines the industry has seen over the last few years continues to be high, and is not likely to change. Lowering the fuel consumption of all internal combustion engines remains a priority for years to come, driven by economic, legislative, and environmental reasons. While it is generally assumed that lower viscosity grade lubricants offer fuel economy benefits, there is a lot of confusion about exactly what drives the fuel economy benefits. Fuel Economy claims in trade literature vary over a broad range and it is difficult for the end user to determine what to expect when a change in lubricant viscosity is adopted for a fleet of vehicles in a certain type of operation. This publication makes an attempt at clarifying a number of these uncertainties with the help of additional engine test data, and more extensive data analysis.

Since the invention of the internal combustion engine, the contact between piston ring and cylinder liner has been a major concern for engine builders. The quality and durability of this contact has been linked to the life of the engine, its maintenance, and its exhaust gas and blowby emissions, but also to its factional properties and therefore fuel economy. While the basic design has not changed, many factors that affect the performance of the ring/liner contact have evolved and are still evolving. This paper provides an overview of observations related to the lubrication of the ring/liner contact.

Fuel economy of internal combustion engines played an important role for engine designers for decades. For heavy duty diesel engines, over the last 10 to 15 years however, fuel economy has in some cases been sacrificed for exhaust gas emission optimizations. Now that the industry seems to have reached the point of diminishing returns in the area of reducing diesel exhaust gas emissions, the focus is back on fuel economy. This paper addresses the impact that diesel engine lubricants can have on improving fuel economy. The evaluations discussed in this paper are based on fuel economy measurements in a standardized laboratory engine test.

The API has established lubricant specifications, which include standard tests for ring and liner wear. The Mack T-10 is one such test, performed on a prototype engine with Exhaust Gas Recirculation (EGR). At EOT, the liner wear is measured by profilometry, while the ring wear is measured by weight loss. It was decided to monitor the wear of the rings and liners during a full-length T10 test in order to observe the evolution of the wears and wear rates over the course of the test, by using the Surface Layer Activation (SLA) and Bulk Activation (BA) techniques. Three different radioisotopes were created, one in the liners at the turnaround zone, one in the chromium-containing coating on the ring faces, and one in the iron bulk of the rings. This enabled us to observe the wear characteristics of these three components separately. In particular, we were able to separate the face and side ring wears, which cannot be done with simple weight-loss measurements.

Over the last decades, heavy duty diesel engines have experienced many changes in design and operation. More stringent emission legislation has been a driver for changes in the design of heavy duty diesel engines since the 1980s. Optimization of the combustion process and the introduction of exhaust gas recirculation allowed for significant reductions of exhaust emission levels over the years, but the thermal loading of the engine and its lubricant has increased. In the coming years, diesel engines will have to meet even more stringent requirements for particulate matter and nitrogen oxide emissions. These low emission diesel engines are expected to be equipped with exhaust gas after-treatment systems.

More stringent emission legislation has been a driver for changes in the design of Heavy Duty Diesel engines since the 1980s. Significant gains have been made over the years but, in 2007 and again in 2010, diesel engines in North America will have to meet even more stringent requirements for particulate matter and nitrogen oxide emissions. A reduction of the sulfur level in diesel fuel to a maximum of 15 mg/kg has been mandated as an enabler for new diesel engine exhaust gas after-treatment systems. Many studies have been published on the impact of the use of low sulfur diesel fuel. The focus of most of these studies has been on the possible impact on exhaust gas after-treatment system durability, but little has been documented on lubricant degradation and on the long term impact on engine durability. The objectives of the field test discussed in this paper were to evaluate the impact of low sulfur fuel and of a reduction in the TBN of the lubricant on lubricant degradation.

As on-highway, heavy-duty diesel engine designs have evolved to meet tighter emissions specifications and greater customer requirements, the crankcase environment for heavy-duty engine lubricants has changed. Engine lubricant quality is very important to help ensure engine durability, engine performance, and reduce maintenance downtime. Beginning in the late 1980's, a new Mack genuine oil specification and a new American Petroleum Institute (API) heavy-duty engine lubricant category have been introduced with each new U.S. heavy-duty, on-highway emissions specification. This paper documents the history and development of the Mack T-7, T-8, T-8A, T-8E, T-9, T-10, T-11, and T-12 engine lubricant tests.

More stringent emission legislation has been a driver for changes in the design of Heavy Duty Diesel engines since the 1980s. Optimization of the combustion processes has lead to significant reductions of exhaust emission levels over the years. However, in the year 2002, diesel engines in the USA will have to meet an even more stringent set of emission requirements. Expectations are that this will force most engine builders to incorporate Exhaust Gas Recirculation (EGR). Several studies of the impact of EGR on lubricant degradation have shown increased levels of contamination with soot particles and acidic components. Both of these could lead to changes in lubricant requirements. The industry is developing a new specification for diesel engine lubricants, PC-9, using test procedures incorporating engines with EGR.