Motor oil does more than just lubricate an engine. It also forms a film on bearing surfaces that lifts and separates moving parts so they don't touch to reduce friction and wear. The oil film also acts like a shock absorber to cushion reciprocating and rotating parts. Oil also serves as a coolant for critical engine parts such as the crankshaft bearings and valve-train. Oil also helps prevent rust and corrosion inside the engine, and helps keep surfaces clean by dissolving and carrying away dirt and varnish deposits.
UNDERSTANDING OIL VISCOSITY
"Viscosity" refers to how easily oil pours at a specified temperature. Thinner oils have a water-like consistency and pour more easily at low temperatures than heavier, thicker oils that have a more honey-like consistency. Thin is good for easier cold weather starting and reducing friction, while thick is better for maintaining film strength and oil pressure at high temperatures and loads.
The viscosity rating of a motor oil is determined in a laboratory by a Society of Automotive Engineers (SAE) test procedure. The viscosity of the oil is measured and given a number, which some people also refer to as the "weight" (thickness) of the oil. The lower the viscosity rating or weight, the thinner the oil. The higher the viscosity rating, the thicker the oil.
Viscosity ratings for commonly used motor oils typically range from 0 up to 50. A "W" after the number stands for "Winter" grade oil, and represents the oil's viscosity at zero degrees F.
Low viscosity motor oils that pour easily at low temperatures typically have a "0W", "5W" or "10W" rating. There are also 15W and 20W grade motor oils.
Higher viscosity motor oils that are thicker and better suited for high temperature operation typically have an SAE 30, 40 or even 50 grade rating.
These numbers, by the way, are for "single" or "straight" weight oils. Such oils are no longer used in late model automotive engines but may be required for use in some vintage and antique engines. Straight SAE 30 oil is often specified for small air-cooled engines in lawnmowers, garden tractors, portable generators and gas-powered chain saws.
Most modern motor oils are formulated from various grades of oil including base stocks refined from crude oil and recycled re-refined oil. The base stock determines the lubrication characteristics of the oil. Multi-viscosity oils contain polymer "viscosity index improvers" that alter the way the oil flows at both high and low temperatures. Multi-viscosity oils flow well at low temperature for easier starting yet retain enough thickness and film strength at high temperature to provide adequate film strength and lubrication.
A thin oil such as a straight 10W or even a 20W oil designed for cold weather use would probably not provide adequate lubrication for hot weather, high speed driving. Likewise, a thicker high temperature oil such as SAE 30 or 40 would probably become so stiff at sub-zero temperatures the engine might not crank fast enough to start.
Multi-viscosity grade oils have a wide viscosity range which is indicated by a two-number rating. Popular multi-viscosity grades today include 0W-20, 5W-20, 5W-30, 10W-30, 10W-40 and 20W-50. The first number with the "W" refers to the oil's cold temperature viscosity, while the second number refers to its high temperature viscosity.
WHICH OIL VISCOSITY TO USE?
Most vehicle manufacturers today specify 5W-20 or 5W-30 motor oil for year-round driving. Some also specify 10W-30 or 0W-20. Always refer to the vehicle owners manual for specific oil viscosity recommendations, or markings on the oil filler cap or dipstick.
As a rule, overhead cam (OHC) engines typically require thinner oils such as 5W-30 or 5W-20 to speed lubrication of the overhead cam(s) and valve-train when the engine is first started. Pushrod engines, by comparison, can use either 5W-30, 10W-30 or 10W-40.
As mileage adds up and internal engine wear increases bearing clearances, it may be wise to switch to a slightly higher viscosity rating to prolong engine life, reduce noise and oil consumption. For example, if an engine originally factory-filled with 5W-30 now has 100,000 miles on it, switching to a 10W-30 oil may provide better lubrication and protection.
For sustained high temperature, high load operation, an even heavier oil may be used in some situations. Some racing engines use 20W-50, but this would only be recommended for an engine with increased bearing clearances. Increasing the viscosity of the oil also increases drag and friction, which can sap horsepower from the crankshaft. That's why 20W-50 racing oil would not be the best choice for everyday driving or cold weather operation for most vehicles.
The latest trend in racing is to run tighter bearing clearances and use thinner oils such as 5W-20 or even 0W-20 to reduce friction and drag.
ADDITIVES MAKE THE OIL
Up to 25% of the liquid in a typical quart of oil is additive. Additives are what really make the oil and determine its performance properties. Additives extend the viscosity range of the oil, allow it to withstand high pressures and loads, handle contaminants in the crankcase, and reduce friction for improved fuel economy.
One of the most important additives is "Viscosity Index (VI) Improvers". These help the oil maintain a consistent viscosity as temperature and load change. "Pour point depressants" are also used to prevent the oil from thickening at low temperature for easier starting.
Modern motor oils also contain detergents and dispersants to reduce varnish and sludge formation to keep the engine clean. There are also "anti-oxidants" to minimize oil burning when the oil gets hot. This also helps reduce the formation of varnish and carbon deposits inside the engine.
Rust and corrosion inhibitors are added to counteract the harmful effects of water, unburned fuel and exhaust gases that blow past the rings and enter the crankcase. This prevents the formation of acids that can pit bearing surfaces. "Foam inhibitors" are used to minimize the formation of air bubbles as the oil is churned by moving parts. "Wetting agents" help the oil stick to hot surfaces so it doesn't run off and leave the metal unlubricated and unprotected.
Finally, there are "anti-wear" and "extreme-pressure" additives. These include zinc and phosphorus (ZDDP) that provide wear protection when metal touches metal. A small amoun tof molybdenum may also be used as an anti-wear additive. Racing oils typically have a higher dose of ZDDP to provide extra protection in high revving, high load applications. Older pushrod engines with flat tappet camshafts also requires higher levels of ZDDP in the oil. For more on this subject, see ZDDP - What is it and Why do you need it?.
API MOTOR OIL SERVICE CLASSIFICATIONS
The "service rating" of motor oils is classified by the American Petroleum Institute (API). The program certifies that an oil meets certain OEM quality and performance standards. The service rating is shown in the API "Service Symbol Donut" on the product label. There may also be an "API Certified for Gasoline Engines" seal on the label.
API Gasoline Engine Oil Specifications
The latest service category rating for gasoline engines is SP. Introduced in May 2020, motor oils that meet the SP rating are designed to provide protection against low-speed pre-ignition (LSPI), timing chain wear protection, improved high temperature deposit protection for pistons and turbochargers, and more stringent sludge and varnish control. API SP with Resource Conserving matches ILSAC GF-6A by combining API SP performance with improved fuel economy, emission control system protection and protection of engines operating on ethanol-containing fuels up to E85.
The previous API Service rating was SN for 2011 to 2020 model year vehicles (except 2020 models that require SP rated oils). This rating replaced the previous SM rating that was introduced in November 2004 for 2005 and newer engines. SN-rated oils along with the previous SM, SL and SJ ratings, are all backwards compatible and can be safely used in older engines. But the opposite is not true. Older obsolete service classifications (SH, SG, SF, etc.) may not meet OEM lubrication requirements for newer engines. Likewise, API SL oils should not be used in 2005 and later vehicles, and SJ oils should not be used in 2001 and newer vehicles.
API also gives oils an "Energy Conserving" rating if the oil meets certain criteria for reducing friction and oil consumption, and improving fuel economy. Most 5W-20 and 5W-30 oils meet this classification.
Click here for information about API Motor Oil Specifications for 2020.
GF-Rated Motor Oils
The International Lubricant Standardization and Approval Committee (ILSAC) is similar to API except that it establishes ratings for motor oils in European and Asian vehicle applications.
GF-6A oils were introduced in May 2020 to provide protection against low-speed pre-ignition (LSPI), timing chain wear protection, improved high temperature deposit protection for pistons and turbochargers, more stringent sludge and varnish control, improved fuel economy, enhanced emission control system protection and protection of engines operating on ethanol-containing fuels up to E85. The GF-6A rating is similar to the API SP rating.
GF-6B are a special class of low viscosity oils with an SAE viscosity grade of 0W-16. Introduced in May 2020, GF-6B oils provide protection against low-speed pre-ignition (LSPI), timing chain wear protection, high temperature deposit protection for pistons and turbochargers, stringent sludge and varnish control, improved fuel economy, emission control system protection and protection of engines operating on ethanol-containing fuels up to E85.
In October 2010, the ILSAC introduced the GF-5 rating that provided better oil life, fewer deposits, less sludge and improved protection for turbochargers and the catalytic converter.
GM Oil Specifications
In 2011, General Motors announced a new oil requirement called dexos. GM said their dexos specification was better than the GF-5 specification at that time. GM says dexos is required in all 2011 and newer GM engines, and is backwards compatible with older engines that use SM and SN oils.
There are two versions of dexos: dexos1 for gasoline engines and dexos2 for diesel engines. The specification calls for a high quality synthetic base stock with additives that provide high temperature, high sheer characteristics to reduce friction for better fuel economy, to reduce piston ring deposits and sludge, and to extend oil life (necessary for use with GM's Oil Life Reminder System).
Because it uses high quality synthetic base stocks, dexos and other brands of oil that meet GM's dexos specification are more expensive than conventional motor oils. GM is licensing oil brands that meet their specifications.
Click here for information about the Motor Oil Specifications for 2014.
Diesel Oil Specifications
For diesel engines, API has a separate rating system that include a number of oil ratings.
API Service Category CK-4 is 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 (it is backwards compatible). These oils are formulated for use in all applications with diesel fuels ranging in sulfur content up to 500 ppm (0.05 percent by weight). However, the use of these oils with greater than 15 ppm (0.0015 percent 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 poisoning, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot-related viscosity increase. API CK-4 oils exceed the performance criteria of API CJ-4, CI-4 with 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.
CJ-4 rated oils are for 2007 to 2017 diesel engines. The previous CI-4 rating was introduced back in 2002 for diesels that have exhaust gas recirculation) and can be used in 2002 to 2006 diesel engines. The previous CH-4 (introduced in 1998) can be used in 2002 and older diesels. Previous API classifications CG-4 (1995) and CF-4 (1990) are now considered obsolete. CF-2 (1994) is the API classification for two-stroke diesels.
FA-4 is a special diesel oil classification for 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 percent 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 poisoning, particulate filter blocking, engine wear, piston deposits, degradation of low- and high-temperature properties, and soot-related viscosity increase.
CAUTION: API FA-4 oils are NOT interchangeable or backward compatible with API CK-4, CJ-4, CI-4 with 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 content greater than 15 ppm, refer to engine manufacturer recommendations.
WHY MOTOR OIL NEEDS TO BE CHANGED
Regardless of an oil's API service rating or additive package, all motor oils eventually wear out and have to be changed (actually, it's the additives that wear out more so than the oil). As the miles add up, motor oil loses viscosity and gets dirty. The oil no longer has the same viscosity range it had when it was new, and it contains a lot of gunk (moisture and acids from combustion blowby, soot, dirt and particles of metal from normal wear). You can't really tell much about the condition of the oil by its appearance alone because most oil turns dark brown or black after a few hundred miles of use.
The oil filter will trap most of the solid contaminants, and the Positive Crankcase Ventilation (PCV) system will siphon off most of the moisture and blowby vapors -- if the engine gets hot enough and runs long enough to boil the contaminants out of the oil. Even so, after several thousand miles of driving many of the essential additives in the oil that control viscosity, oxidation, wear and corrosion are badly depleted. At this point, the oil begins to break down and provides much less lubrication and protection than when it was new. If the oil is not changed, the oil may start to gel or form engine-damaging varnish and sludge deposits -- and eventually cause the engine to fail!
Oil life depends on many factors including driving conditions (speed, load, idle time, etc.), environmental factors (temperature, humidity, airborne dirt), and engine wear. As a general rule, most experts still recommend changing the oil and filter every 3,000 miles or six months, which ever comes first. Why? Because this provides the best all-round protection for the average driver.
EXTENDED OIL CHANGE INTERVALS
In recent years, many vehicle manufacturers have extended their recommended oil change intervals to reduce maintenance costs for the vehicle owner -- and have run into trouble. The Center for Auto Safety has logged over a thousand complaints about oil sludging problems from motorists who thought they were following the service intervals recommended in their owners manuals but ended up with a crankcase full of sludge.
Extended oil change intervals of 7,500 or 10,000 miles or more are based on ideal operating conditions, not the type of short trip, stop and go driving that is typical for many motorists. Consequently, most drivers should follow a "severe" service maintenance schedule rather than a "normal" service schedule to protect their engines.
Severe service includes:
* Most trips are less than 4 miles.
* Most trips are less than 10 miles when outside temperatures remain below freezing.
* Prolonged high speed driving during hot weather.
* Idling for extended periods and continued low speed operation (as when driving in stop-and-go traffic).
* Towing a trailer.
* Driving in dusty or heavily polluted areas.
Some engines, such as diesels, suffer more blowby than others and typically require more frequent oil and filter changes. For most passenger car and light truck diesels, the oil should be changed every 3,000 miles without exception -- especially in turbo diesels.
Turbocharged gasoline engines also require more frequent oil changes because of the high temperatures inside the turbo that can oxidize oil. A 3,000 mile oil change interval is also recommended for all turbocharged gasoline engines.
OIL REMINDER LIGHTS
General Motors, BMW and some of the other luxury brands have done away with recommended oil change intervals altogether and now use an "oil reminder" light to signal the driver when an oil change is needed. Some technicians now refer to this as the "Replace Engine Soon" light because of the sludging problems that have resulted from extending oil change intervals too far. The oil reminder systems estimate oil life based on engine running time, miles driven, ambient temperature, coolant temperature and other operating conditions. On some of these vehicles, the light may not come on until 10,000 miles or higher! But keep in mind that most of these engines are factory-filled with higher quality "synthetic" oil, so be sure to replace same with same when you change oil on these engines.
One of the arguments against changing oil at specific mileage or time intervals is that the oil may still be good. As long as the additive levels in the oil are adequate and the oil is not oxidizing, breaking down or contaminated with fuel or coolant, there's no need to change it. Oil reminder lights are better than mileage/time intervals in this respect, but the light is still a guesstimate that may or may not be accurate. The only way to know for sure when the oil really needs to be changed is to test it. A sample of oil can be sent to a lab for analysis, and the report can be used to establish a change interval that reduces unnecessary maintenance. Many fleets use oil analysis to determine oil change intervals, but for the average motorist, oil analysis is probably too expensive and inconvenient. The cost of the oil analysis is almost as much or more than an oil change.
SYNTHETIC MOTOR OILS
Synthetic oils are oils that are refined to a much higher degree than ordinary oils. Synthetic oils are premium oils that generally have greater viscosity stability, lower pour points and can withstand higher operating temperatures. Synthetic oils improve cold starting, reduce friction, reduce oil consumption and improve fuel economy and performance -- but they typically cost about three times as much as regular motor oil.
Some suppliers of synthetic motor oils say the higher cost of their premium quality synthetic oil can be offset by extending oil change intervals. But this would depend on the operating conditions, age and condition of the engine.
Synthetic oils are a good upgrade for most engines, but are not recommended for breaking-in newly rebuilt engines.
SYNTHETIC BLENDS & SPECIALTY MOTOR OILS
For motorists who want the benefits of a synthetic oil in a less expensive product, there are "synthetic blends" that mix 20 to 25% synthetic oil with conventional oil. Blends cost about a dollar a quart more than ordinary oil, and provide many (but not all) of the benefits of a full synthetic.
There are also oils that have special additive packages for specific applications such as large, heavy Sport Utility Vehicles (SUVs), turbocharged engines (extra anti-oxidants) and high mileage engines (extra viscosity improvers and anti-wear additives).
OIL CHANGE TIPS
* Drain the oil while it is hot. Contaminants will be in suspension and drain more easily from the engine.
* Always replace the filter when changing the oil.
* Wipe some oil on the filter gasket so the seal won't stick or tear.
* Hand tighten the filter about 1/2 to 3/4 of a turn after the gasket makes contact. Over-tightening may damage the threads or gasket, and make the filter difficult to remove the next time the oil is changed. Under-tightening may allow the filter to work loose and leak.
* If the oil is badly contaminated or sludged, the crankcase should be cleaned and flushed before the engine is refilled with oil.
* Always check the oil level after refilling the crankcase. Start the engine, then shut it off and check the oil level after several minutes. It should be at the full mark on the dipstick. Most engine hold about four or five quarts of oil, plus half a pint to almost a quart for the filter (depending on the size of the filter). Overfilling can cause oil foaming and leaks. Under-filling may cause a loss of oil pressure and engine damage!
* Dispose of your old used oil properly. Save it in a container and take it to an auto parts store or other facility that recycles oil. Do NOT dump it on the ground, down a storm sewer or anyplace else where it would contaminate ground water.
More information about motor oil can be found at MotorOilMatters.org.
New Oil Change Regulations Start January 1, 2014 in Many States
The U.S. Commerce Department's National Institute of Standards and Technology has recommended the adoption of new standards for Motor Oil information on service invoices. So the next time you get your oil changed at a quick lube facility, repair shop or new car dealership, your repair bill should list the brand, viscosity and API service rating of the oil that was put in your engine. Shops are also required to have labels on all containers, including bulk storage tanks, that display the same information. Shops must also retain a copy of the repair invoice for one year after the date of sale.
The reason why repair facilities are being asked to do all of this is to hold them accountable for the quality of oil they are installing in their customer's vehicles. In other words, this new law is to help assure consumers that they are getting what they pay for, not a lesser quality oil, the wrong viscosity oil (which can cause problems in some vehicles) or the wrong brand or service grade of oil.
The new requirements go into effect January 1, 2014 in 20 states, with more states being added after the regulations are reviewed. The states where the law is in effect include AK, AR, CT, IL, ME, MO, NH, NV, NC, OK, RI, SC, TN, TX, UT, VA, VT, WA, WV and WI.
Watch Out for Poor Quality Oil in Quick Lube Shops
The quality of oil being sold by quick lube shops has come into question in recent years. The American Petroleum Institute (API) did a nationwide survey in 2013 to check the quality of oil being sold by quick lube facilities. Oil samples were taken from bulk dispensers in quick lube shops and analyzed in a laboratory to see if they meet API quality standards, OEM performance requirements and SAE viscosity grades.
The survey found that 1 out of 5 samples FAILED one or more of these tests!
The survey found that a lot of quick lube shops are selling poor quality oil that does not meet minimum service specifications or is not the correct viscosity grade. Poor quality oil increases the risk of lubrication-related engine damage and failure. For more information on this issue, see Motor Oil Matters.
More Motor Oil & Lubrication Articles:API Motor Oil Guide 2020
New Motor Oil Specifications 2014
How Often Should You Change Your Oil?
How To Change Your Oil
Certified Master Technicians Speak Out On Oil Change Intervals
API Motor Oil Classifications
Motor Oil Additives
ZDDP - What is it & Why do you need it?
Motor Oil Viscosity
Re-Refined Motor Oil
Synthetic Motor Oil
What To Do If Your Oil Pressure Warning Lamp Is On
Troubleshooting Low Oil Pressure
Oil Pump Diagnosis
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