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From: tcora@pica.army.mil (Tom Coradeschi)
Subject: Oil Facts v1.2
Keywords: oil, lubricants, synthetics, viscosity
Date: Wed, 1 Jun 1994 05:30:00 GMT

To help fill the never-ending search for knowledge which is USENET:-}, the
following info sheet (FAQ if you wish) is being posted to rec.motorcycles
and rec.autos.tech monthly. Any updated information would be greatly
appreciated.

=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=+=
           More Than You Ever Wanted to Know About Motor Oil
                  By Ed Hackett <edh@maxey.unr.edu>

Edits: v1.0 First there was 1.0. Before that there was darkness.
       v1.1 Change in description of viscosity.
       v1.2 Updated info on AMSOIL (courtesy of Morgan McArthur <mgn@inel.gov>)

Choosing the best motor oil is a topic that comes up frequently in 
discussions between motoheads, whether they are talking about motorcycles 
or cars. The following article is intended to help you make a choice based 
on more than the advertising hype.

Oil companies provide data on their oils most often referred to as 
"typical inspection data". This is an average of the actual physical and a 
few common chemical properties of their oils. This information is 
available to the public through their distributors or by writing or 
calling the company directly. I have compiled a list of the most popular, 
premium oils so that a ready comparison can be made. If your favorite oil 
is not on the list get the data from the distributor and use what I have 
as a data base.

This article is going to look at six of the most important properties of a 
motor oil readily available to the public: viscosity, viscosity index 
(VI), flash point, pour point, % sulfated ash, and % zinc.

Viscosity is a measure of the "flowability" of an oil. More specifically,
it is the property of an oil to develop and maintain a certain amount of
shearing stress dependent on flow, and then to offer continued resistance
to flow. Thicker oils generally have a higher viscosity, and thinner oils
a lower viscosity. This is the most important property for an engine. An
oil with too low a viscosity can shear and loose film strength at high
temperatures. An oil with too high a viscosity may not pump to the proper
parts at low temperatures and the film may tear at high rpm.

The weights given on oils are arbitrary numbers assigned by the S.A.E. 
(Society of Automotive Engineers). These numbers correspond to "real" 
viscosity, as measured by several accepted techniques. These measurements 
are taken at specific temperatures. Oils that fall into a certain range 
are designated 5, 10, 20, 30, 40, 50 by the S.A.E. The W means the oil 
meets specifications for viscosity at 0 F and is therefore suitable for 
Winter use.

The following chart shows the relationship of "real" viscosity to their 
S.A.E. assigned numbers. The relationship of gear oils to engine oils is 
also shown.

_______________________________________________________________
|                                                             |
|      SAE Gear Viscosity Number                              |
|  ________________________________________________________   |
|  |75W |80W  |85W|    90        |        140             |   |
|  |____|_____|___|______________|________________________|   |
|                                                             |
|     SAE Crank Case Viscosity Number                         |
|  ____________________________                               |
|  |10| 20  | 30 | 40  |  50  |                               |
|  |__|_____|____|_____|______|                               |
______________________________________________________________
2  4  6  8  10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42
                 viscosity cSt @ 100 degrees C

Multi viscosity oils work like this: Polymers are added to a light base 
(5W, 10W, 20W), which prevent the oil from thinning as much as it warms 
up. At cold temperatures the polymers are coiled up and allow the oil to 
flow as their low numbers indicate. As the oil warms up the polymers begin 
to unwind into long chains that prevent the oil from thinning as much as 
it normally would. The result is that at 100 degrees C the oil has thinned 
only as much as the higher viscosity number indicates. Another way of 
looking at multi-vis oils is to think of a 20W-50 as a 20 weight oil that 
will not thin more than a 50 weight would when hot.

Multi viscosity oils are one of the great improvements in oils, but they 
should be chosen wisely. Always use a multi grade with the narrowest span 
of viscosity that is appropriate for the temperatures you are going to 
encounter. In the winter base your decision on the lowest temperature you 
will encounter, in the summer, the highest temperature you expect. The 
polymers can shear and burn forming deposits that can cause ring sticking 
and other problems. 10W-40 and 5W-30 require a lot of polymers (synthetics 
excluded) to achieve that range. This has caused problems in diesel 
engines, but fewer polymers are better for all engines. The wide viscosity 
range oils, in general, are more prone to viscosity and thermal breakdown 
due to the high polymer content. It is the oil that lubricates, not the 
additives. Oils that can do their job with the fewest additives are the 
best.

Very few manufactures recommend 10W-40 any more, and some threaten to void 
warranties if it is used. It was not included in this article for that 
reason. 20W-50 is the same 30 point spread, but because it starts with a 
heavier base it requires less viscosity index improvers (polymers) to do 
the job. AMSOIL can formulate their 10W-30 and 15W-40 with no viscosity 
index improvers but uses some in the 10W-40 and 5W-30. Mobil 1 uses no 
viscosity improvers in their 5W-30, and I assume the new 10W-30. Follow 
your manufacturer's recommendations as to which weights are appropriate 
for your vehicle.

Viscosity Index is an empirical number indicating the rate of change in 
viscosity of an oil within a given temperature range. Higher numbers 
indicate a low change, lower numbers indicate a relatively large change. 
The higher the number the better. This is one major property of an oil 
that keeps your bearings happy. These numbers can only be compared within 
a viscosity range. It is not an indication of how well the oil resists 
thermal breakdown.

Flash point is the temperature at which an oil gives off vapors that can 
be ignited with a flame held over the oil. The lower the flash point the 
greater tendency for the oil to suffer vaporization loss at high 
temperatures and to burn off on hot cylinder walls and pistons. The flash 
point can be an indicator of the quality of the base stock used. The 
higher the flash point the better. 400 F is the minimum to prevent 
possible high consumption. Flash point is in degrees F.

Pour point is 5 degrees F above the point at which a chilled oil shows no 
movement at the surface for 5 seconds when inclined. This measurement is 
especially important for oils used in the winter. A borderline pumping 
temperature is given by some manufacturers. This is the temperature at 
which the oil will pump and maintain adequate oil pressure. This was not 
given by a lot of the manufacturers, but seems to be about 20 degrees F 
above the pour point. The lower the pour point the better. Pour point is 
in degrees F.

% sulfated ash is how much solid material is left when the oil burns. A 
high ash content will tend to form more sludge and deposits in the engine. 
Low ash content also seems to promote long valve life. Look for oils with 
a low ash content.

% zinc is the amount of zinc used as an extreme pressure, anti- wear 
additive. The zinc is only used when there is actual metal to metal 
contact in the engine. Hopefully the oil will do its job and this will 
rarely occur, but if it does, the zinc compounds react with the metal to 
prevent scuffing and wear. A level of .11% is enough to protect an 
automobile engine for the extended oil drain interval, under normal use. 
Those of you with high revving, air cooled motorcycles or turbo charged 
cars or bikes might want to look at the oils with the higher zinc content. 
More doesn't give you better protection, it gives you longer protection if 
the rate of metal to metal contact is abnormally high. High zinc content 
can lead to deposit formation and plug fouling.

The Data:
Listed alphabetically    --- indicates the data was not available

Brand                   VI    Flash    Pour    %ash   %zinc

20W-50
AMSOIL (old)           136     482     -38     <.5     ---
AMSOIL (new)           157     507     -44     ---     ---
Castrol GTX            122     440     -15     .85     .12
Exxon High Performance 119     419     -13     .70     .11
Havoline Formula 3     125     465     -30     1.0     ---
Kendall GT-1           129     390     -25     1.0     .16
Pennzoil GT Perf.      120     460     -10     .9      ---
Quaker State Dlx.      155     430     -25     .9      ---
Red Line               150     503     -49     ---     ---
Shell Truck Guard      130     450     -15     1.0     .15
Spectro Golden 4       174     440     -35     ---     .15
Spectro Golden M.G.    174     440     -35     ---     .13
Unocal                 121     432     -11     .74     .12
Valvoline All Climate  125     430     -10     1.0     .11
Valvoline Turbo        140     440     -10     .99     .13
Valvoline Race         140     425     -10     1.2     .20
Valvoline Synthetic    146     465     -40    <1.5     .12

20W-40
AMSOIL                 124     50      -49     ---     ---
Castrol Multi-Grade    110     440     -15     .85     .12
Quaker State           121     415     -15     .9      ---

15W-50
Chevron                204      415     -18     .96     .11
Mobil 1                170      470     -55     ---     ---
Mystic JT8             144      420     -20     1.7     .15
Red Line               152      503     -49     ---     ---

5W-50
Castrol Syntec         180      437     -45     1.2     .10
Quaker State Synquest  173      457     -76     ---     ---
Pennzoil Performax     176      ---     -69     ---     ---

5W-40
Havoline               170      450     -40     1.4     ---

15W-40
AMSOIL (old)           135      460     -38     <.5     ---
AMSOIL (new)           164      462     -49     ---     ---
Castrol                134      415     -15     1.3     .14
Chevron Delo 400       136      421     -27     1.0     ---
Exxon XD3              ---      417     -11     .9      .14
Exxon XD3 Extra        135      399     -11     .95     .13
Kendall GT-1           135      410     -25     1.0     .16
Mystic JT8             142      440     -20     1.7     .15
Red Line               149      495     -40     ---     ---
Shell Rotella w/XLA    146      410     -25     1.0     .13
Valvoline All Fleet    140      ---     -10     1.0     .15
Valvoline Turbo        140      420     -10     .99     .13

10W-30
AMSOIL (old)           142      480     -70     <.5     ---
AMSOIL (new)           162      520     -76     ---     ---
Castrol GTX            140      415     -33     .85     .12
Chevron Supreme        150      401     -26     .96     .11
Exxon Superflo Hi Perf 135      392     -22     .70     .11
Exxon Superflo Supreme 133      400     -31     .85     .13
Havoline Formula 3     139      430     -30     1.0     ---
Kendall GT-1           139      390     -25     1.0     .16
Mobil 1                160      450     -65     ---     ---
Pennzoil PLZ Turbo     140      410     -27     1.0     ---
Quaker State           156      410     -30     .9      ---
Red Line               139      475     -40     ---     ---
Shell Fire and Ice     155      410     -35     .9      .12
Shell Super 2000       155      410     -35     1.0     .13
Shell Truck Guard      155      405     -35     1.0     .15
Spectro Golden M.G.    175      405     -40     ---     ---
Unocal Super           153      428     -33     .92     .12
Valvoline All Climate  130      410     -26     1.0     .11
Valvoline Turbo        135      410     -26     .99     .13
Valvoline Race         130      410     -26     1.2     .20
Valvoline Synthetic    140      450     -40    <1.5     .12

5W-30
AMSOIL (old)           168      480     -76     <.5     ---
AMSOIL (new)           186      464     -76     ---     ---
Castrol GTX            156      400     -35     .80     .12
Chevron Supreme        202?     354     -46     .96     .11
Chevron Supreme Synt.  165      446     -72     1.1     .12
Exxon Superflow HP     148      392     -22     .70     .11
Havoline Formula 3     158      420     -40     1.0     ---
Mobil 1                165      445     -65     ---     ---
Mystic JT8             161      390     -25     .95     .1
Quaker State           165      405     -35     .9      ---
Red Line               151      455     -49     ---     ---
Shell Fire and Ice     167      405     -35     .9      .12
Unocal                 151      414     -33     .81     .12
Valvoline All Climate  135      405     -40     1.0     .11
Valvoline Turbo        158      405     -40     .99     .13
Valvoline Synthetic    160      435     -40    <1.5     .12

All of the oils above meet current SG/CD ratings and all vehicle 
manufacture's warranty requirements in the proper viscosity. All are "good 
enough", but those with the better numbers are icing on the cake.

The synthetics offer the only truly significant differences, due to their 
superior high temperature oxidation resistance, high film strength, very 
low tendency to form deposits, stable viscosity base, and low temperature 
flow characteristics. Synthetics are superior lubricants compared to 
traditional petroleum oils. You will have to decide if their high cost is 
justified in your application.

The extended oil drain intervals given by the vehicle manufacturers 
(typically 7500 miles) and synthetic oil companies (up to 25,000 miles) 
are for what is called normal service. Normal service is defined as the 
engine at normal operating temperature, at highway speeds, and in a dust 
free environment. Stop and go, city driving, trips of less than 10 miles, 
or extreme heat or cold puts the oil change interval into the severe 
service category, which is 3000 miles for most vehicles. Synthetics can be 
run two to three times the mileage of petroleum oils with no problems. 
They do not react to combustion and combustion by-products to the extent 
that the dead dinosaur juice does. The longer drain intervals possible 
help take the bite out of the higher cost of the synthetics. If your car 
or bike is still under warranty you will have to stick to the recommended 
drain intervals. These are set for petroleum oils and the manufacturers 
make no official allowance for the use of synthetics.

Oil additives should not be used. The oil companies have gone to great 
lengths to develop an additive package that meets the vehicle's 
requirements. Some of these additives are synergistic, that is the effect 
of two additives together is greater than the effect of each acting 
separately. If you add anything to the oil you may upset this balance and 
prevent the oil from performing to specification.

The numbers above are not, by any means, all there is to determining what 
makes a top quality oil. The exact base stock used, the type, quality, and 
quantity of additives used are very important. The given data combined 
with the manufacturer's claims, your personal experience, and the 
reputation of the oil among others who use it should help you make an 
informed choice.
-- 

                     tom coradeschi <+> tcora@pica.army.mil


From: edh@wheeler.unr.edu (Ed Hackett)
Newsgroups: rec.motorcycles
Subject: Re: Newbie Oil Question (Facts added)(long)
Date: 2 Apr 92 19:33:31 GMT

In article <1992Mar30.190612.16726@watdragon.waterloo.edu>
rblander@watdragon.waterloo.edu (Robyn Landers) writes:

>	Right, so where's Ed Hackett and his voluminous posting on oil
>when we need him?  Please, Ed, stem the flow of speculation and
>provide the factual additives to this discussion so we can filter
>out the truth from the myths.

I'm here, I'm here,  our news feed has been a bit (a whole lot)
flakey so I am just seeing the articles.  I hope this makes it out.

First, I will answer a couple of questions asked by another.  Yes,
it is OK to mix mineral and syntetic oils.   One of the early
synthetics used was a Polyalkylene Glycol.   This was totally
incompatable and would gel when mixed.  This has not been used for
years for automotive lubrication.  All common syntetics used for
engine lubrication now days are a Polyalphaolefin (Mobil 1) or a
Dibasic Organic Ester type (AMSOIL).   These are fully compatable
with conventional oils.  In fact Golden Spectro and AGIP Sint 2000
are mixtures of mineral and synthetic oils.   It is always best to
mix oils with the same rating  (SG).  This insures that the
additive packages are compatable and will maintain their
effectiveness.

All engine oils use an organic Zinc compound  as an extreme
pressure/anti wear additive.  Spectro adds more to their Motorcycle
oil than to the car oil because Zinc is a poison to catalytic
converters.  You will also see that some "car" oil contains more
than their motorcycle oil.   The difference in Zinc content between
.11% and .16% is insignificant to the converter.  The little data I
saw on the oils packaged by the motorcycle manufacturers indicated
that they were no better than the top automotive oils.  While most
were good, they didn't offer anything the cheaper oils do.  (They
are in reality just repackaged and in some cases slightly
reformulated  top grade auto oils).

The following is a slightly modified repost of my original article.
I have added a few bits that address some FAQs.  (long)

[[[ deleted -- newer version above ]]]


From: edh@wheeler.wrc.unr.edu
Newsgroups: rec.motorcycles
Subject: New oil data
Date: 16 Oct 92 20:36:56 GMT

I just recieved this data from our local oil distributor.  It is
the update on the new Mobil 1 formulation and that for the new
Castrol Syntec.  They did not have the numbers for the new
Valvoline synthetics yet.  The data on the new Mobil 1 is pretty
impressive.  Based on these numbers, price, and availiability,
there is little need to look further for a synthetic oil.

The Syntec seems to be compromised by it's wide viscosity range.
Notice that the pour point is for all practical purposes, no
better than the Mobil 1 15W-50.  (actually, it's not as good) 
While, meeting the viscosity parmeters, the wide range is 
probably for marketing purposes.  The Mobil 1 15W-50 will pump at
-35 degrees F, which is as good as some conventinal 5W-30 oils.

Any of the ester based synthetics (AMSOIL, Mobil 1, and Syntec),
will give you the benefits that Castrol is making a big deal of in
their advertising.  The ability to cling to metal walls is due to
the polar nature of the ester base stock, not something unique to
Castrol's formulation.

[[[ data deleted -- see above ]]]

 Ed Hackett   edh@wheeler.wrc.unr.edu     The Desert Research Institute 
 DoD #0200  WMTC  BMWRA  DIOC             Reno, Nevada   (702) 673-7380   
 KotLS  KtoLE  DotD #0003            I'm not really a chemist, I'm just one of
 900SS  K100RS  501 CAMEL            them motorsickle sonsabitches.  __=o&o>__

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