Theory? It's well beyond theory at this point.
Now first off there are different kinds of moly. There is mos2 which is a solid lubricant. Then there is the organic moly such as the stuff found in Pennzoil Conventional then there is tri-nuclear stuff that I think Mobil has in their line up.
And these different kinds of moly do different things although in general they are friction modifiers.
From experience mos2 when added to oil gets dispersed throughout the engine. Anywhere there is a moving part like cams and pushrods the moly is forced in to the microscopic hills and valleys of the metal contact points. So once these contact points are filled then basically the moly coated contact point touches the other moly coated contact point. At this point the metal is covered and no longer touching,which is when wear between these surfaces is almost eliminated,and this is also the reason that some uoa will show much lower wear metals,because the metal isn't touching. This "plating" effect lowers the resistance as well,which now means the engine spins with less resistance.
Another added benefit of mos2 is when the engine is cold the moly "plated" surfaces rub,instead of bare metal,and the moly becomes sacrificial because as the cold engine spins it will rub and wear the moly "plate" off.
Now we are all aware that the oil at start up is too thick and not optimal so the moly lessens wear at this critical point,until the oil is up to operating temp at which point the oil starts doing what it's supposed to do.
So at start up the moly "plating" gets worn off however once the oil is hot again it "plates" these contact points again and over time it adds layer after layer after layer.
Now this sounds great right,all these layers reducing metal wear but it's a double edged sword. If the moly is capable of layering on metal,then it's also capable of leaving deposits behind and the possibility exists that it could contribute to the oil control rings getting "coked" up,as well as potentially leaving behind deposits elsewhere,since in effect that's what it's doing to eliminate wear in the first place.
However mos2 has been shown to primarily only layer when under pressure so in essence the moly wont plate unless its forced to,and moly just sitting for example in an oil galley with not plate the galley,but its my understanding that the potential still exists.
This is where the whole "balanced formulation" gains some traction because although moly is wonderful,too much could be harmful. And considering mos2 is actually a solid that's been pulverized into particles small enough to not get trapped by the oil filter it is still a solid and that needs to be considered.
So all you guys using mos2(myself included) don't overdose.
Good news is that once the mos2 has plated the internals you no longer need an entire can to still achieve a reduction in friction. A smaller maintenance dose is all you need to still get the friction reduction and fuel consumption benefit.
I've been using it for years and I kept a fuel consumption log so I could learn just how much you really need and I concluded that a whole can every oil change doesn't increase mileage any more than a half a can once the first treatment is complete.
Now I'm not as familiar with the organic moly like the kind found in Pennzoil Conventional however I do know that it works in a similar manner but doesn't have as pronounced a layering effect as mos2 does,and the organic variety also needs a fairly high dose to be effective.
Now for the tri-nuclear stuff. I have very limited info on this stuff. What I am sure of is that only a fraction of it is required in comparison to the organic variety,it will not contribute to any form of deposit or ring coking and only Mobil has got it.
And from my research I've learned that Mobil doesn't use it in every one of their oils. I know the afe flavor has it,the 0w-40 has it and their racing oils have it. Most every flavor of Mobil has moly but not all of it is this tri-nuke kind. Telltale sign that the oil has the 3-nuke variety is the voa won't have much of it in the oil,whereas the organic flavor will have quite a bit more as shown in the voa.
Some oil companies have adopted titanium in place of zddp. Both compounds work in a similar manner since they leave an anti-wear layer,but the titanium won't poison the cats in the same manner as phosphorus.
K. So if some experts out there see any errors in my explanation please if possible point them out so I can have my facts in order.
Thank you