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Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges and opportunities Dr. Anders Pettersson Global Lubricant Coordinator

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Page 1: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Dr. Anders Pettersson, UNITI Stuttgart 2017

VOLVO CONSTRUCTION EQUIPMENT

Lubricants for Heavy Duty Vehicles -Challenges and opportunities

Dr. Anders Pettersson

Global Lubricant Coordinator

Page 2: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Agenda

• Volvo Group and Volvo CE

• PC-11 and the new API categories

• T13 test

• VDS-4-5

• Saving fuel with lubricants?

• Lubricant development at Volvo CE

2

Page 3: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Volvo and Volvo CE Volvo Group

Department, Name, Document name, Security class Date 3

Group Trucks Technology

Group Trucks Operations

Group Trucks Sales

Volvo Bus Volvo Penta Construction Equipment

Finance & Business Support

Page 4: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Volvo and Volvo CE

Dr. Anders Pettersson, UNITI Stuttgart 2017

creating value for customers in selected segments

pioneering products and services for the transport and infra-structure industries

driving quality, safety and environmental care

working with energy, passion and respect for the individual

4

The Volvo Group’s vision is to become the world leader in sustainable transport solutions by

Page 5: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

PC-11 New API specifications (PC, proposed change)

Date 5

Dr. Anders Pettersson, UNITI Stuttgart 2017

• API categories are developed by North American “Auto/Oil” industry (Volvo is a member)

• Major driver for new categories – Green House Gas (GHG) step 2 regulation 2017

• Additional benefits

– Improved oxidation and thermal stability: Longer drains possible – Improved shear stability: Oil keep viscosity during full drain interval – Better Aeration properties: Keeps the engine oil under control in the

lubrication system

Page 6: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

PC-11 New API specifications

Date 6

API CJ-4

API CK-4 (PC-11A)

API FA-4 (PC-11B)

Before

Dec 1, 2016

Substantial increase in thermal and oxidadative stability Conventional viscosity VDS-4.5

As above + Fuel Economy Low viscosity

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 7: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

PC-11 New API specifications - Low viscosity?

Date 7 Dr. Anders Pettersson, UNITI Stuttgart 2017

• We define low viscosity oils as – XW-30 or lower (e.g. 5W-30, 10W-30, 5W-20, 0W-20) – And with High Temperature/High Shear (HTHS)

viscosity of max 3.2 mPas – Conventional oils (e.g., CJ-4, CK-4) have min HTHS

viscosity of 3.5 mPas • Identified risks

– Lower oil film thickness → durability issues – Lower oil pressure → functionality issues, e.g. engine

brake

Page 8: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13 - Background

• Intention to replace T12 Lubricant test

• Problem to get Ring and Liner wear in T13 - Even with increased Peak Cylinder pressure and heavily soot-loaded oils

• Engine failure before Wear - Failed Bearing and fatal rod breakage

• Cylinder liner wear and top ring weight loss parameters in T12 will remain

Date 8 Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 9: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13

Date 9

• Volvo D13 US10 500hp engine – 210 bar PCP – 1500 rpm – Oil gallery temp 130°C

(~135-140°C sump temperature) – 360 hours – Rated oil parameters

• Oxidation (FTIR Peak, at end of test) • Viscosity increase @40°C (increase between 300-360h)

Page 10: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13

Date 10

• Will substantially increase the oxidative and thermal stability of the oils

- May allow longer oil drain intervals - Will better protect against carbon build-up on hot surfaces (pistons, turbo chargers etc.)

• Most Current CJ-4/VDS-4 oils will not pass T13 test • Volvo has stricter limits than API CK-4 for VDS-4.5 on

- IR Oxidation 80 vs. 125 in peak height - Viscosity increase kv@40°C 40% vs. 75%

Page 11: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13 ”High End" CJ-4 Round Robin

Date 11 Dr. Anders Pettersson, UNITI Stuttgart 2017

Outliers

"high end" ref

CK-4/FA-4 limts

Viscosity increase (300-360 h)

>> 100% 75%

Oxidation > 200 125

Most current oils will not pass

Page 12: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13 - How will current and coming oils perform?

Date 12 Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 13: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

New Engine test: T13 - How will VDS-4.5 perform?

Date 13

0

25

50

75

100

125

150

175

0 72 144 216 288 360

FTIR

Oxi

datio

n Pe

ak H

eigh

t (Ab

s/cm

)

Hours on Test

Volvo T-13 Oxidation Test

Volvo VDS-4.5 Performance Volvo VDS-4 Performance

API Limit

Volvo VDS-4.5 Limit

-50

0

50

100

150

200

250

300

0 72 144 216 288 360

KV40

Incr

ease

(%)

Hours on Test

Volvo T-13 Oxidation Test

Volvo VDS-4.5 Performance Volvo VDS-4 Performance

API Limit

Volvo VDS-4.5 Limit

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 14: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Boundary Lubrication

Dry, solid contact

Mixed Lubrication

Hydrodynamic Lubrication

(EHD)

The Stribeck curve What “knobs” can be manipulated?

Date 14 Dr. Anders Pettersson, UNITI Stuttgart 2017

Stribeck Curve

Page 15: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Date 15 Dr. Anders Pettersson, UNITI Stuttgart 2017

Boundary Lubrication

Dry, solid contact

Mixed Lubrication Hydrodynamic

Lubrication

(EHD)

• Base fluid • Additives • Viscosity • Surfaces structure • Coatings

The Stribeck curve What “knobs” can be manipulated?

Page 16: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Date 16 Dr. Anders Pettersson, UNITI Stuttgart 2017

Boundary Lubrication

Dry, solid contact

Mixed Lubrication

Hydrodynamic Lubrication

(EHD)

Additive Performance

Base fluid, (viscosity and type)

The Stribeck curve What “knobs” can be manipulated?

Page 17: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Fuel efficiency; HD engine and engine oils What can be done with engine oils, short and long term?

• Energy can be saved by reduce friction - Reduced boundary friction by friction modifiers - Reduced hydrodynamic losses by lower viscosity

• Potential savings is in 0,5-1.5% range - 15W-40, API CJ-4=> 5W-30, API FA-4 ~1% improvement - 0W-XX oils to become more common in future, give even higher savings.

• Most Friction modifiers are not effective over full drain interval in HD applications. More R&D necessary

• Low HTHS and low volatility demand good base fluid, Might be tricky to met with a reasonable cost increase?

Dr. Anders Pettersson, UNITI Stuttgart 2017 Date 17

Page 18: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Fuel efficiency; HD engine and engine oils

Date 18 Dr. Anders Pettersson, UNITI Stuttgart 2017

OFT ~ ην/L

Reduce hydrodynamic losses by lowering oil viscosity

Valve train

Piston/liner Journal bearings

Page 19: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Fuel efficiency; HD engine and engine oils

Date 19 Dr. Anders Pettersson, UNITI Stuttgart 2017

Fric

tion

coef

ficie

nt

Viscosity×Speed/Load

Low viscosity oil + FM

Baseline

Low viscosity oil

FM

Page 20: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Lubricants at Volvo CE lubricant development at VCE

Ideas, needs legislations

Concept To be used Direct or put on shelf for later use

Additive, Lubricant Company University

R&D pre-study

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 21: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Lubricants at Volvo CE lubricant development at VCE Lubricant product development projects

Technology

AM IPS

H&S

New lubricant! Standard Legal documents Training material Labels Supply agreements

Additive company

Oil company

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 22: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

• Lubricant = Machine element! Should have part number, BOM, etc, just as gears, bearings and other components - Always select the optimal lubricant - lubricant consideration first, not last in projects

• Lubricant is used to build quality and add features - Reduce fuel consumption - Increase uptime - Reduce scheduled maintenance by longer service life - Make profit from the Volvo genuine oil program

Date 22

Lubricants at Volvo CE lubricant development at VCE

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 23: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Drive train comparison -On and Off Road

Date 23 Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 24: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Drive train comparison -On and Off Road

Date 24

• Engine 55 l • Hydraulic system 262 l • Wet Brake fluid 241 l • Transmisson 40 l • Axles x3 90 l • Transfer case 9 l Sum 697 liters! (Typical 18m, 46 ton on-road truck ~75L)

A40G Hauler

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 25: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Energy efficient oils? Product strategy

• Shear stable oils, “tailored” viscosity profile - High natural VI of base fluid (no Grp I) - Minimal use of (advanced) polymers

• Low losses - Base fluids with low EHD friction - State of the art AW/EP additives

• Long drain capable - High quality base fluids - Efficient additive systems to prevent oxidation - Durable Friction modifiers Result: Optimized oil, fit for purpose!

Date 25 Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 26: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Energy efficient lubricants, with long drain capability -Shear stability: Don’t use diesel to make your fluid thinner!

1000h transmission dyno test Dexron IIIG VS. State of the art technology 20h KRL @100C data corresponds well to 1000h transmission dyno

0

1

2

3

4

5

6

7

8

0 200 400 600 800 1000

Time,[h]

Visc

osity

@ 1

00°C

, [cS

t]

9734197342

1000h ATF dyno test

Old New

Thick oil High losses

Thin oil Pitting risk

Optimal

Dr. Anders Pettersson, UNITI Stuttgart 2017

Page 27: VOLVO CONSTRUCTION EQUIPMENT - umtf.de. Pettersson... · Dr. Anders Pettersson, UNITI Stuttgart 2017 VOLVO CONSTRUCTION EQUIPMENT Lubricants for Heavy Duty Vehicles -Challenges …

Thank you!

Questions?

Date 27 Dr. Anders Pettersson, UNITI Stuttgart 2017