Originally Posted By: SR5
Joe, Since we are talking adds packs and things like wear tests, oxidation tests, sludge tests, deposit tests, etc.
What are the major tests that must be passed, the non-trivial ones, and which parts of the add packs are most critical to which tests ?
I know the old Castrol GTX (Grp II) claimed to exceed API SN Seq. VG sludge protection test requirements by 25%. Then the new semi-synthetic GTX UltraClean came along and bettered the same test by 50%. Would you guess that this improvement is solely due to the addition of Grp III, or would the add pack need to be improved as well ?
BTW I hope you are having a relaxing Sunday morning. I've been doing plumbing for much of my Sunday, and I'm a nervous plumber, I get the theory but it's the silly mistake followed by rapid flooding the phases me.
You're asking some big questions there and they're not easy to answer. In my experience, engine oil testing is a lot like Alice Through The Looking Glass where nothing is quite what it seems.
Okay, the short, succinct answer...
The Number One thing to sort out with any oil is oxidation. So many things kick in only once you've lost control of oxidation (sludge, bearing corrosion, deposits, etc) that you have to get this right. The two main engine tests for oil oxidation in GF-5 are the IIIG and the VG. Things that directly impact on oil oxidation are base oil type, ZDDP, Moly, Detergent TBN & Antioxidants (hindered phenols, phenylenediamines, etc). Fuel quality has an indirect impact on engine oil oxidation but in 2017 this is very much overblown. IMO, in the civilised world, there is no such thing as 'bad' fuel. Noack also can have an impact on oil oxidation tests (light base oil stripped from the crankcase by hot blow-by and re-evaporating fuel, routed through the PCV system, get burnt, end up in the oil & do nasty things).
Wear is the second most important thing to test. For GF-5, you directly assess this on the IVA & IIIG test and sort of indirectly assess it on the VG (wear metals in oil act as oxidation catalysts which increase the likelyhood of sludge). Viscosity, ZDDP & Moly tend to have the most direct impact on wear. IMO, Boron (in its most likely form) DOESN'T impact on wear. High VI base oils don't seem to have much of an advantage on wear in the same way they do for oxidation. Esters can impact on wear but in both good & bad ways.
In 2017, with Group I oils fast receding from the scene, both oil oxidation and traditional wear are all but beat for normal OCIs. I personally wouldn't put too much weight on claims which state 'our oil beat test X by Y percent'. The truth is that ALL valid passing tests beat the spec by some measure of percentage points. These industry tests are generally assessed on several parameters, not just one, and it's just not possible to formulate an oil which marginally passes on all parameters.
Hope this helps...