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Part I
This post may seem like going back to basics but we are constantly surprised by the amount of people who do not know or understand what is written on a bottle of oil and therefore have no idea of what they are looking for, buying or using.

This post should help as a basic guide, for more detailed information contact us and we will be happy to help.

So, to be blunt about the subject, if a bottle of oil does not contain the following basic information then DO NOT buy it look for something that does!

1) The purpose for which it is intended (i.e. Motor oil, Gear oil etc)

2) The viscosity (i.e. 10w-40, 5w-30 etc for Motor oils and 80w-90, 75w-90 etc for Gear oils)

3) The specifications that it meets (should contain both API and ACEA ratings)

4) The OEM Approvals that it carries and the codes (i.e. MB229.3, VW504.00, FORD 913a/b, BMW LL04 etc)

Ignore the marketing blurb on the label it is in many cases meaningless and we will explain later what statements you should treat with skepticism.

So, what does the above information mean and why is it important?

THE BASICS

All oils are intended for an application and in general are not interchangeable. You would not for example put an Automatic Transmission Oil or a Gear Oil in your engine! It is important to know what the oils intended purpose is.

VISCOSITY

Most oils on the shelves today are “Multigrades”, which simply means that the oil falls into 2 viscosity grades (i.e. 10w-40 etc)

Multigrades were first developed some 50 years ago to avoid the old routine of using a thin oil in winter and a thicker oil in the summer.

In a 10w-40 for example the 10w bit (W = winter, not weight or watt or anything else for that matter) simply means that the oil must have a certain maximum viscosity/flow at low temperature.

The lower the “W” number the better the oils cold temperature/cold start performance. I.E. 5w is better than 10w etc

The 40 in a 10w-40 simply means that the oil must fall within certain viscosity limits at 100 degC. This is a fixed limit and all oils that end in 40 must achieve these limits.

Once again the lower the number the thinner the oil, a 30 oil is thinner than a 40 oil at 100 degC etc. Your handbook will specify whether a 30, 40 or 50 etc is required.


SPECIFICATIONS

Specifications are important as these indicate the performance of an oil and whether it has met or passed the latest tests or whether the formulation is effectively obsolete or out of date.

There are two specifications that you should look for on any oil bottle and these are API (American Petroleum Institute) and ACEA (Association des Constructeurs Europeens d’Automobiles) all good oils should contain both of these and an understanding of what they mean is important.

API

This is the more basic of the two specs as it is split (for passenger cars) into two catagories.

S = Petrol and C = Diesel, most oils carry both petrol (S) and diesel (C) specifications.

The following table shows how up to date the specifications the oil are:

PETROL

SG - Introduced 1989 has much more active dispersant to combat black sludge.

SH - Introduced 1993 has same engine tests as SG, but includes phosphorus limit 0.12%, together with control of foam, volatility and shear stability.

SJ - Introduced 1996 has the same engine tests as SG/SH, but phosphorus limit 0.10% together with variation on volatility limits

SL - Introduced 2001, all new engine tests reflective of modern engine designs meeting current emissions standards

SM - Introduced November 2004, improved oxidation resistance, deposit protection and wear protection, also better low temperature performance over the life of the oil compared to previous categories.

Note:

All specifications prior to SL are now obsolete and although suitable for some older vehicles are more than 10 years old and do not provide the same level of performance or protection as the more up to date SL and SM specifications.

DIESEL

CD - Introduced 1955, international standard for turbo diesel engine oils for many years, uses single cylinder test engine only

CE - Introduced 1984, improved control of oil consumption, oil thickening, piston deposits and wear, uses additional multi cylinder test engines

CF4 - Introduced 1990, further improvements in control of oil consumption and piston deposits, uses low emission test engine

CF - Introduced 1994, modernised version of CD, reverts to single cylinder low emission test engine. Intended for certain indirect injection engines

CF2 - Introduced 1994, defines effective control of cylinder deposits and ring face scuffing, intended for 2 stroke diesel engines

CG4 - Introduced 1994, development of CF4 giving improved control of piston deposits, wear, oxidation stability and soot entrainment. Uses low sulphur diesel fuel in engine tests

CH4 - Introduced 1998, development of CG4, giving further improvements in control of soot related wear and piston deposits, uses more comprehensive engine test program to include low and high sulphur fuels

CI4 Introduced 2002, developed to meet 2004 emission standards, may be used where EGR ( exhaust gas recirculation ) systems are fitted and with fuel containing up to 0.5 % sulphur. May be used where API CD, CE, CF4, CG4 and CH4 oils are specified.

Note:
All specifications prior to CH4 are now obsolete and although suitable for some older vehicles are more than 10 years old and do not provide the same level of performance or protection as the more up to date CH4 & CI4 specifications.

If you want a better more up to date oil specification then look for SL, SM, CH4, CI4

ACEA

This is the European equivalent of API (US) and is more specific in what the performance of the oil actually is. A = Petrol, B = Diesel and C = Catalyst compatible or low SAPS (Sulphated Ash, Phosphorus and Sulphur).

Unlike API the ACEA specs are split into performance/application catagories as follows:

A1 Fuel economy petrol
A2 Standard performance level (now obsolete)
A3 High performance and/or extended drain
A4 Reserved for future use in certain direct injection engines
A5 Combines A1 fuel economy with A3 performance

B1 Fuel economy diesel
B2 Standard performance level (now obsolete)
B3 High performance and/or extended drain
B4 For direct injection car diesel engines
B5 Combines B1 fuel economy with B3/B4 performance

C1-04 Petrol and Light duty Diesel engines, based on A5/B5-04 low SAPS, two way catalyst compatible.
C2-04 Petrol and light duty Diesel engines, based on A5/B5-04 mid SAPS, two way catalyst compatible.
C3-04 Petrol and light duty Diesel engines, based on A5/B5-04 mid SAPS, two way catalyst compatible, Higher performance levels due to higher HTHS.

Note: SAPS = Sulphated Ash, Phosphorous and Sulphur.

Put simply, A3/B3, A5/B5 and C3 oils are the better quality, stay in grade performance oils.

APPROVALS

Many oils mention various Car Manufacturers on the bottle, the most common in the UK being VW, MB, BMW, Ford or Vauxhall but do not be misled into thinking that you are buying top quality oil because of this.

Oil Companies send their oils to OEM’s for approval however some older specs are easily achieved and can be done so with the cheapest of mineral oils. Newer specifications are always more up to date and better quality/performance than the older ones.

Some of the older OEM specifications are listed here and depending on the performance level of your car are best ignored if you are looking for a quality high performance oil:

VW – 500.00, 501.00 and 505.00

Later specs like 503, 504, 506 and 507 are better performing more up to date oils

MB – 229.1

Later specs like 229.3 and 229.5 are better performing more up to date oils.

BMW – LL98

Later specs like LL01 and LL04 are better performing more up to date oils.


FINALLY

Above is the most accurate guidance we can give without going into too much depth however there is one final piece of advice regarding labelling.

Certain statements are made on labels that are meaningless and just marketing hype, here are a few to avoid!

Recommended for use where……………

May be used where the following specifications apply……………

Approved by………………………..(but with no qualification or specification)

Recommended/Approved by (some famous person, these endorsements are paid for)

Racing/Track formula (but with no supporting evidence)

Also be wary of statements like “synthetic blend” if you are looking for a fully synthetic oil as this will merely be a semi-synthetic.

Like everything in life, you get what you pay for. The cheaper the oil the cheaper the
ingredients, lower the performance levels and older the specs it meets so beware!

If you would like further advice then please feel free to ask here or contact us via our website or email.

Simon & Guy
Opie Oils



Part II
Hello all,

As a follow on from our last post on questions and answers from John Rowland we now have part 2 for those that crave more “oily knowledge”.

As before some of these topics have been covered but we feel worth the read.

Some oil companies have run advertising campaigns that imply their products have special, unique qualities. Can these adverts be taken seriously?

Yes and no! Generally adverts in magazines are honest, with marketing-speak terms such as ‘Magnatec’ and ‘Electrosyntec’ really being code words for esters, which are particularly beneficial in performance engine oils. No manufacturer has any unique ‘secret’, so it’s all down to providing the best possible blend for the job at the right price, and making it clear that you get what you pay for. I personally think that the importance of shear stability or ‘stay in grade’ is not stressed enough when quality is talked about.

What is dodgy though is claiming that a mineral based oil with a few percent of modified mineral (‘hydrocracked’) synthetic is the DB’s and suitable for racing, etc. when it clearly isn’t.

Also, there is endless semantic manoeuvring and lawyer-speak around The Magic Word ’synthetic’.

For instance, a ‘synthetic’ oil is invariably semi-synthetic (’Ah! We didn’t say it was all synthetic did we?), and, if low priced, invariably the modified mineral type synthetic. It is a sad fact that you get what you pay for, but even so, stick to the reputable UK/European brands, and remember that shipping an oil half way around the world doesn’t automatically make it better than one made in your home town.

As for TV advertising…well, does anybody believe it? Due to its huge cost, a TV advertising campaign can significantly raise the cost of specialist items such as oil. Everybody assumes it’s just a few pence per gallon, but it can be pounds per gallon.)

Please can you explain the grading system? What is meant by the weight of an oil? What does 10W/40 mean for example?

Weight means viscosity, or resistance to flow. Water and paraffin flow very easily, so they are low or light viscosity. Golden syrup or 140 gear oil do not come out of the can so easily, so they are high or heavy viscosity.

Especially with oils, temperature is very, very important. An oil which looks ‘heavy’ at 20C will be very ‘light’ at 100C. People sometimes say, ‘I drained the oil when the engine was hot and it ran out like water…’ so I say, ‘Good! It’s supposed to be like that!’

The American Society of Automotive Engineers (SAE) ratings cover cold starts and ‘up and running’ viscosities. There are two sets of standards, the ‘Winter’ (W) ratings, and the 100C standard ratings. (‘W’ does not, repeat not, mean ‘weight’!)

So a 10W/40 oil has to pass a 10W cold viscosity test at -25C, and a SAE 40 test at 100C. In an oil lab there will be a refrigerated viscosity measuring device for the ‘W’ tests and another at 100C for the standard SAE tests. There are 6 ‘W’ ratings from the difficult 0W at -35C to the dead easy 25W at -10C, occasionally used in India for example!

The whole point of these Winter ratings is to assist cold starts, to get the oil circulating quickly, and to avoid power and fuel wasting drag as the engine warms up. Once it is warmed up, the 100C ratings count. There are 5 of these, 20, 30, 40, 50, and 60 although why anybody bothers with 60 in the 21st Century is a mystery to me!

Sorry folks, but I’ve got to get technical. Viscosity is measured in standard units called ‘Centistokes’, names after a Victorian engineer, Sir George Stokes, who used to time ball bearings as they sank through oil. SAE 30 for example is from 9.3 to 12.5 Centistokes, and SAE 40 follows on at 12.5 to 16.3, although most SAE 40 oils are in the middle at about 14.

Now this is something most don’t realise: engines do not know what grade of oil they’re running on. They’re not clever enough! So an engine filled with 10W/40 will be running on a viscosity of 14 at 100C, but with a sump temperature of 90C its seeing a viscosity of 18, so as far as the engine is concerned it’s running on SAE 50. Likewise, at 110C, it’s down to 11 Centistokes so it ‘thinks’ it’s on a SAE 30! (Which is preferable.)

The lesson is, do not use power and fuel-wasting thick oils in cool climates. A decent 10W/40 or even thinner is perfectly OK unless you’re running a classic with wide clearances and a slow oil pump.

Radical race cars use 1300 Suzuki Hyabusas and work them very hard. (Didn’t one take the old Nurburgring absolute record at one point?). They use our high-ester 15W/50, but that’s OK because they see oil temps around 130C! (No problem for the oil or the engine, but they do fit special oil seals.) At 130C the true viscosity is 10cSt, so the engine thinks its on a thin SAE 30, which keeps it happy.

What is the best type of oil to use in a road car for general use? Is fully synthetic a waste of money?

Personally I’d go for a shear-stable part ester synthetic, SAE 10W/40 or 5W/40. The ‘shear-stable’ bit (ie, a decent quality multigrade polymer) is actually more important than the ‘synthetic’ part!

If strapped, I’d go for a shear-stable mineral based oil rather than a ‘synthetic’ of dubious stability that’s probably based on modified mineral oil anyway. Unless you’re covering a huge annual mileage, genuine 100% synthetics are probably an extravagance. High mileage long-distance fans can use a light full synthetic and save on fuel and oil changes, and cut overhaul costs if things get to that stage, but more later…..

What are the main differences between 2 and 4-stroke oil? Why does 2-stroke oil have to be mixed with fuel?

2-stroke oil has a very short working life, straight in and out, and it gets burnt. The 2-stroke engine doesn’t have a sump full of oil and the bearings are all rollers, so there’s hardly any oil drag, hence no need for multigrades. Long term stability is obviously not a problem!

But, 2-stroke must burn off without leaving any plug-fouling or detonation-initiating deposits. The detergent and anti-wear additives used in 4-stroke oil leave hard white ash behind when they burn, just what you do not need in a 2-stroke. So 2-stroke oils use low-ash detergents and dispersants, and the better types use ester synthetics to act as anti-wear compounds.

With current environmental concerns, smoke is a sensitive issue, so most ‘road’ 2-stroke oils are now low smoke, which requires yet another type of synthetic base designed to burn off invisibly. For some rather basic but very high-revving air-cooled racing 2-strokes there’s still some sense in using blends with that marvellous anti-seize liquid, castor oil!

Due to crankcase induction and compression, the classical 2-stroke obviously cannot have an oil-filled sump, so the only way to keep an oil film on anything was to add oil to the fuel, or inject oil into the crankcase space where it could mix with the fuel vapour. There are now some engines where the fuel and oil are injected separately, but the oil is still burnt.

How important is it to change oil regularly? What are the implications of failing to do so?

It is only really important to change oil regularly if the engine covers a low annual mileage made up of slow, short runs. This is being cruel to the oil and the engine! The oil, regardless of its quality, gets full of fuel and water vapour, and never gets the chance to evaporate it all off with a long fast run. The consequences are corrosion, ring and bore wear. It is essential to do a change at least once a year, even if the recommended mileage hasn’t been covered. On the other hand, if you eat up the miles on long blasts the engine and its oil will love it, so with a top-quality oil it is OK to cheat a little on oil drain periods.

Do some types of oil (i.e. fully-synthetic) ‘wear out’ quicker than others? How important are timely oil changes? Can you rely on the frequency suggested by your User Manual?

The type of oil that is likely to give trouble after low mileage is a light viscosity type with poor shear stability, either mineral or modified mineral based. (Such as one of the USA ‘fuel economy’ oils for lazy car engines that pushed the Japanese OEMs to bring in their own oil spec.) The important thing is the shear stability; the much hyped ‘synthetic or mineral’ nonsense is a red herring.

The oils that will last the longest are the relatively rare 100% genuine synthetic shear stable types, which will easily stand twice the recommended drain period in a high-mileage high performance engine. (So in the long run they aren’t really so expensive.) Just the thing for those touring fiends who pack up and set of for the Transylvanian Alps as soon as the clocks go forward!

Of course, User Manual drain recommendations are based on a back-covering ‘worst case’ scenario of low annual mileage on poor quality oil, so they can be regarded as a very safe minimum mileage.

In the past, there used to be trouble with heavy carbon deposits and sludge around the engine with early low-detergent oils, but these days almost any oil with a good API specification will keep everything clean for 10 to 15,000 miles, so that’s the least of your worries.

Does oil have to be warm to do its job properly? Is it important to warm up your engine before using at speed?

Yes, it does have to be at least warm, and preferably hot. Most people except the sort with white finger syndrome find metal at 60C too hot to touch, yet 60C is too cold for oil in an engine that’s going flat-out. The best approach is to use a good 5W/40 or even a 10W/40, and take it easy for the first couple of miles, especially in very cold weather.

For racing, a really good warm-up is essential, except perhaps with special 0W/20 low-drag race oils. The trouble is, oil pumps are very good at pushing oil out at 60PSI, but unfortunately there is only 14PSI (atmospheric pressure) pushing it in! (Even less in Katmandhu.) So it’s easy for an oil pump to pull voids or pockets of vacuum in the oil if it doesn’t flow fast enough into to uptake. This ‘cavitation’ obviously reduces the amount of oil the pump can deliver.

Also, in high-speed bearings the oil can be too thick to keep up with the high rubbing speeds reached in modern engines so the ‘wedge’ or hydrodynamic’ effect breaks down. I know it goes against common sense (whatever that is) but the faster a bearing is turning the thinner the oil should be. (A 4cm. diameter main bearing is rubbing its shells at 56 MPH at 12,000RPM! To avoid cavitation the oil need to be less 10cSt or less, which is SAE 30 if the oil happens to be at 100C, or SAE 40 if its at 110C.))

What is the difference between road and racing oils?

The days of incense-like ‘R’ oils for racing only are past, except for classics. At least as far as 4-strokes are concerned, the best synthetic types are ideal for both race and road use.

With ultra-precise components, high-pressure pumps and high engine RPM there has been a move to special synthetic low cavitation/low drag oils to release more power with no reliability loss. These can be (and are!) used in road cars, but 0W/20 is not mentioned in the user handbooks, so there is always some warranty risk. Honda is perhaps the only exception!

How does a high-performance oil allow the motor to produce more power?

An engine wastes fuel energy in several ways, and most of them are due to the laws of thermodynamics, which is another way of saying you can’t do much about it. But up to 6% of engine output is lost due to oil drag, made up of pumping losses and viscous drag between moving components. The transmission is included in this.

Provided wear and friction are kept down, there are real gains to be made by using a ‘tough’ but low viscosity oil. Surprisingly, frictional losses are low, down at 3% or less even with conventional oils, so there are few gains to be made here.

I have actually seen this extra power output on the dyno! A very experienced operator in Peterborough who does a lot of test work for Lord Emap used his own year-old Honda Blackbird, with the first run on his favourite 15W/50 high-ester synthetic. 128BHP. Then we changed to a 5W40 high ester synthetic. (So it wasn’t an unfair comparison with B & Q 15W/50!) This time we saw 131.6BHP with a corresponding torque increase. Finally we went to a new (at that time) 0W/20 special synthetic and 134.4BHP appeared! Even the boss was impressed! Later trials in different race and road engines showed this level of improvement was no fluke, so it really does work; and, with the right chemistry to look after the engine and transmission internals, there’s no down side of increased wear.

Why do some engines consume oil? Is this a problem?

Large air-cooled engines or classics with wide piston clearances, or very highly stressed liquid-cooled engines which flex under load, or which use ultra-light pistons with the minimum number of rings are likely to be oil users. There is little that can be done about it. Unfortunately, burnt oil tends to leave hard deposits in the combustion chambers which can initiate pre-ignition, so more frequent top overhauls are usually necessary.

Occasionally, touring engines will use oil for no apparent reason. This is often due to the oil level rising in the crankcase due to air retention, leading to oil loss through the breather. The answer is to move to a lighter grade of oil to improve air release.

If you need to top up your engine oil, how important is it to use exactly the same brand and type?

Not very important at all. Unfortunately, due to ‘arse covering’ reasons we cannot print this advice on the can! Although officially all manufacturers advise against mixing different makes and grades, in fact there is very little chance of any harm being done, even if one is a mineral 20W/50 and the other is a 5W/30 synthetic. Obviously, avoid this if you can, but do not panic if there’s no other alternative. Just don’t mix 2 stroke and 4-stroke oil!

There are all sorts of additives available which are supposed to improve ordinary oil and reduce friction, improve power output etc. Are they worth a try?

Oil is already a very advanced and deeply researched fluid which does not need any ‘enhancement’. There is no secret formula out in the backwoods that the mainstream lubricant chemists do not know about; but there are plenty of half-baked ideas and gullible people out there!
These wonder additives are usually 1930s chlorinated paraffins, long obsolete gear oil additives which should have disappeared in the 1950s, but they keep turning up as ‘Xxtrasuperlube ZX3’ with a mark-up of several thousand percent. They actually corrode engine and transmission internals, so they do far more harm than good.

Others depend upon the total myth that PTFE powder coats engine internals and reduces friction. It doesn’t do anything or the sort. It just blocks the oil filter. The AA tested one of these overpriced PTFE concoctions (‘Quick 60’ or something) very thoroughly back in the 80s. They stated: ‘This is an expensive way of coating your oil filter’.

So there we have it, would just like to thank once again John Rowland (R&D Chemist) for taking the time to provide these answers to questions that we are frequently asked.

If you have any further questions, please ask.

Cheers

Guy and the opieoils.co.uk team.

PS. All New Opie Oils website coming soon!