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Pelican Technical Article:

More than You Ever Wanted to Know About Motor Oil

Ed Hackett
Edh@maxey.unr.edu

Difficulty Level: 1
Difficulty scale: Adding air to your tires is level one
Rebuilding a BMW Motor is level ten

     This article is the one in a series that will be released in conjunction with Wayne's upcoming book, 101 Projects for Your BMW 3-Series.  The book will be 256 pages of full color projects detailing everything from performance mods to timing the camshafts.   With more than 350+ full-color glossy photos accompanying extensive step-by-step procedures, this book should be a staple in any 3-Series owner's collection.  See The Official Book Website for more details.  The book is due out in October 2005.  
  

Choosing the best motor oil is a topic that comes up frequently in discussions between motoheads, whether they are talking about motorcycles or cars. The following article is intended to help you make a choice based on more than the advertising hype.

Oil companies provide data on their oils most often referred to as "typical inspection data". This is an average of the actual physical and a few common chemical properties of their oils. This information is available to the public through their distributors or by writing or calling the company directly. I have compiled a list of the most popular, premium oils so that a ready comparison can be made. If your favorite oil is not on the list get the data from the distributor and use what I have as a data base.
This article is going to look at six of the most important properties of a motor oil readily available to the public: viscosity, viscosity index (VI), flash point, pour point, % sulfated ash, and % zinc.
Viscosity is a measure of the "flowability" of an oil. More specifically, it is the property of an oil to develop and maintain a certain amount of shearing stress dependent on flow, and then to offer continued resistance to flow. Thicker oils generally have a higher viscosity, and thinner oils a lower viscosity. This is the most important property for an engine. An oil with too low a viscosity can shear and loose film strength at high temperatures. An oil with too high a viscosity may not pump to the proper parts at low temperatures and the film may tear at high rpm.

The weights given on oils are arbitrary numbers assigned by the S.A.E. (Society of Automotive Engineers). These numbers correspond to "real" viscosity, as measured by several accepted techniques. These measurements are taken at specific temperatures. Oils that fall into a certain range are designated 5, 10, 20, 30, 40, 50 by the S.A.E. The W means the oil meets specifications for viscosity at 0 F and is therefore suitable for Winter use.

The following chart shows the relationship of "real" viscosity to their S.A.E. assigned numbers. The relationship of gear oils to engine oils is also shown.
_______________________________________________________________
| |
| SAE Gear Viscosity Number |
| ________________________________________________________ |
| |75W |80W |85W| 90 | 140 | |
| |____|_____|___|______________|________________________| |
| |
| SAE Crank Case Viscosity Number |
| ____________________________ |
| |10| 20 | 30 | 40 | 50 | |
| |__|_____|____|_____|______| |
______________________________________________________________
2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 40 42
viscosity cSt @ 100 degrees C


Multi viscosity oils work like this: Polymers are added to a light base (5W, 10W, 20W), which prevent the oil from thinning as much as it warms up. At cold temperatures the polymers are coiled up and allow the oil to flow as their low numbers indicate. As the oil warms up the polymers begin to unwind into long chains that prevent the oil from thinning as much as it normally would. The result is that at 100 degrees C the oil has thinned only as much as the higher viscosity number indicates. Another way of looking at multi-vis oils is to think of a 20W-50 as a 20 weight oil that will not thin more than a 50 weight would when hot.

Multi viscosity oils are one of the great improvements in oils, but they should be chosen wisely. Always use a multi grade with the narrowest span of viscosity that is appropriate for the temperatures you are going to encounter. In the winter base your decision on the lowest temperature you will encounter, in the summer, the highest temperature you expect. The polymers can shear and burn forming deposits that can cause ring sticking and other problems. 10W-40 and 5W-30 require a lot of polymers (synthetics excluded) to achieve that range. This has caused problems in diesel engines, but fewer polymers are better for all engines. The wide viscosity range oils, in general, are more prone to viscosity and thermal breakdown due to the high polymer content. It is the oil that lubricates, not the additives. Oils that can do their job with the fewest additives are the best.

Very few manufactures recommend 10W-40 any more, and some threaten to void warranties if it is used. It was not included in this article for that reason. 20W-50 is the same 30 point spread, but because it starts with a heavier base it requires less viscosity index improvers (polymers) to do the job. AMSOIL can formulate their 10W-30 and 15W-40 with no viscosity index improvers but uses some in the 10W-40 and 5W-30. Mobil 1 uses no viscosity improvers in their 5W-30, and I assume the new 10W-30. Follow your manufacturer's recommendations as to which weights are appropriate for your vehicle.

Viscosity Index is an empirical number indicating the rate of change in viscosity of an oil within a given temperature range. Higher numbers indicate a low change, lower numbers indicate a relatively large change. The higher the number the better. This is one major property of an oil that keeps your bearings happy. These numbers can only be compared within a viscosity range. It is not an indication of how well the oil resists thermal breakdown.

Flash point is the temperature at which an oil gives off vapors that can be ignited with a flame held over the oil. The lower the flash point the greater tendency for the oil to suffer vaporization loss at high temperatures and to burn off on hot cylinder walls and pistons. The flash point can be an indicator of the quality of the base stock used. The higher the flash point the better. 400 F is the minimum to prevent possible high consumption. Flash point is in degrees F.

Pour point is 5 degrees F above the point at which a chilled oil shows no movement at the surface for 5 seconds when inclined. This measurement is especially important for oils used in the winter. A borderline pumping temperature is given by some manufacturers. This is the temperature at which the oil will pump and maintain adequate oil pressure. This was not given by a lot of the manufacturers, but seems to be about 20 degrees F above the pour point. The lower the pour point the better. Pour point is in degrees F.

% sulfated ash is how much solid material is left when the oil burns. A high ash content will tend to form more sludge and deposits in the engine. Low ash content also seems to promote long valve life. Look for oils with a low ash content.

% zinc is the amount of zinc used as an extreme pressure, anti- wear additive. The zinc is only used when there is actual metal to metal contact in the engine. Hopefully the oil will do its job and this will rarely occur, but if it does, the zinc compounds react with the metal to prevent scuffing and wear. A level of .11% is enough to protect an automobile engine for the extended oil drain interval, under normal use. Those of you with high revving, air cooled motorcycles or turbo charged cars or bikes might want to look at the oils with the higher zinc content. More doesn't give you better protection, it gives you longer protection if the rate of metal to metal contact is abnormally high. High zinc content can lead to deposit formation and plug fouling.

The Data:
Listed alphabetically --- indicates the data was not available

BrandVIFlashPour%ash%zinc
20W-50     
Amsoil136482-38<.5---
Castrol GTX122440-15.85.12
Exxon High Performance119419-13.70.11
Havoline Formula 3125465-301.0---
Kendall GT-1129390-251.0.16
Pennzoil GT Perf.120460-10.9---
Quaker State Dlx.155430-25.9---
Red Line150503-49------
Shell Truck Guard130450-151.0.15
Spectro Golden 4174440-35---1.5
Spectro Golden M.G.174440-35---.13
Unocal121432-11.74.12
Valvoline All Climate125430-101.0.11
Valvoline Turbo140440-10.99.13
Valvoline Race140425-101.2.20
Valvoline Synthetic146465-40<1.5.12
20W-40     
Castrol Multi-Grade110440-15.85.12
Quaker State121415-15.9---
15W-50     
Chevron204415-18.96.11
Mobil 1170470-55------
Mystic JT8144420-201.7.15
Red Line152503-49------
5W-50     
Castrol Syntec180437-451.2.10    - .095 % Phosphor
Quaker State Synquest173457-76------
Pennzoil Performax176----69------
5W-40     
Havoline170450-401.4---
15W-40     
AMSOIL135460-38<.5---
Castrol134415-151.3.14
Chevron Delo 400136421-271.0---
Exxon XD3---417-11.9.9.14
Exxon XD3 Extra135399-11.95.13
Kendall GT-1135410-251.0.16
Mystic JT8142440-201.7.15
Red Line149495-40------
Shell Rotella w/XLA146410-251.0.13
Valvoline All Fleet140----101.0.15
Valvoline Turbo140420-10.99.13
10W-30     
AMSOIL142480-70<.5---
Castrol GTX140415-33.85.12
Chevron Supreme150401-26.96.11
Exxon Superflo Hi Perf135392-22.70.11
Exxon Superflo Supreme133400-31.85.13
Havoline Formula 3139430-301.0---
Kendall GT-1139390-251.0.16
Mobil 1160450-65------
Pennzoil PLZ Turbo140410-271.0---
Quaker State156410-30.9---
Red Line139475-40------
Shell Fire and Ice155410-35.9.12
Shell Super 2000155410-351.0.13
Shell Truck Guard155405-351.0.15
Spectro Golden M.G.175405-40------
Unocal Super153428-33.92.12
Valvoline All Climate130410-261.0.11
Valvoline Turbo135410-26.99.13
Valvoline Race130410-261.2.20
Valvoline Synthetic140450-40<1.5.12
5W-30     
AMSOIL168480-76<.5---
Castrol GTX156400-35.80.12
Chevron Supreme202?354-46.96.11
Chevron Supreme Synt.165446-721.1.12
Exxon Superflow HP148392-22.70.11
Havoline Formula 3158420-401.0---
Mobil 1165445-65------
Mystic JT8161390-25.95.1
Quaker State165405-35.9---
Red Line151455-49------
Shell Fire and Ice167405-35.9.12
Unocal151414-33.81.12
Valvoline All Climate135405-401.0.11
Valvoline Turbo158405-40.99.13
Valvoline Synthetic160435-40<1.5.12

All of the oils above meet current SG/CD ratings and all vehicle manufacture's warranty requirements in the proper viscosity. All are "good enough", but those with the better numbers are icing on the cake.
The synthetics offer the only truly significant differences, due to their superior high temperature oxidation resistance, high film strength, very low tendency to form deposits, stable viscosity base, and low temperature flow characteristics. Synthetics are superior lubricants compared to traditional petroleum oils. You will have to decide if their high cost is justified in your application.
The extended oil drain intervals given by the vehicle manufacturers (typically 7500 miles) and synthetic oil companies (up to 25,000 miles) are for what is called normal service. Normal service is defined as the engine at normal operating temperature, at highway speeds, and in a dust free environment. Stop and go, city driving, trips of less than 10 miles, or extreme heat or cold puts the oil change interval into the severe service category, which is 3000 miles for most vehicles. Synthetics can be run two to three times the mileage of petroleum oils with no problems. They do not react to combustion and combustion by-products to the extent that the dead dinosaur juice does. The longer drain intervals possible help take the bite out of the higher cost of the synthetics. If your car or bike is still under warranty you will have to stick to the recommended drain intervals. These are set for petroleum oils and the manufacturers make no official allowance for the use of synthetics.
Oil additives should not be used. The oil companies have gone to great lengths to develop an additive package that meets the vehicle's requirements. Some of these additives are synergistic, that is the effect of two additives together is greater than the effect of each acting separately. If you add anything to the oil you may upset this balance and prevent the oil from performing to specification.
The numbers above are not, by any means, all there is to determining what makes a top quality oil. The exact base stock used, the type, quality, and quantity of additives used are very important. The given data combined with the manufacturer's claims, your personal experience, and the reputation of the oil among others who use it should help you make an informed choice.

Comments and Suggestions:
anthony4njComments: Hi
I hav 101 projects boxster In Oct of 2011 I purschase my first 1998 Boxster with 47k. I haded Porsche change the oilnever again and a full brake job pads and rotorsthrough a friend..The dealer mentioned to me that it was a little wet around a few areas but no leaks that he can see he stated not to worry just drive it and have fun ..So the next day I put cardbord underneath the car and let it sit a few days came back to it to see No Spots..?
Now my question..
Should I use reg motor oil or continue to use synthetic. You did mentioned in your book that it would be better with reg oil..If that is correct which oil would be right and correct weight ..I do live in NJ

Thank you for your responce

Anthony
January 28, 2012
BrandonComments: i recently got a 84 318i with 305,000kms 5spd i live in canada what oil do you recomend?
December 21, 2011
ScottComments: ... This is by far the best write up for an easy lesson in oil on the web yet!
- I have a E36 328i '99.. 160k - Live in UK where outside temps range from below freezing in winter to around 28C in summer. For last 35k I've used 5w30 fully synth Castrol/Mobil 1... However, BMW recommend 10w40 part synth. I drive it hard despite the higher mileage.....
Am I winning or losing??
September 11, 2011
GeeComments: Hi I have recently purchased a 1997 528i with 157,000 iles on it the owner used Valvoline 20W50 , I want to change to Royal Purple 20W50 we live in Georgia where the summer gets pretty hot , is this okay for the mileage it has ?
June 12, 2011
jesuComments: So it seems like Mobil 1 synthetic, RedLine and Amsoil are the best choices to avoid sludge, I still got to add a qt every 2500 miles. i was gonna switch to Castrol Synth. but wait a minute; I want my valves to last longer. I'm sticking to LubroMoly while i can afford it.
May 22, 2011
Josh CComments: Hey Wayne
I currently run the Lubra Moly 5W-40 year round , i do how ever have a nice constant tick going on. the car is a 1995 540ia with about 130k on motor M60B40 alusil. The car runs year round also so i am wondering if the oil should be changed to another weight or is all good to go? I do drive spirited i get a chance.
May 15, 2011
KamalComments: I have the EUR M3 3.2L and use the castrol edge sport 10w60, what do you recomend, live in hot city
May 14, 2011
PogueComments: I use mobile 1 full synthetic 10w-40 in my 1997 E36 328i in San Diego Ca. Is this wrong?
January 29, 2011
 Followup from the Pelican Staff: Nope, that should work fine for you. In our very mild climate, nearly any weight / brand of oil will work perfectly fine. It's always pretty warm around here, and never too hot. - Wayne at Pelican Parts
JohnComments: Wayne,,thanks,,,,would you say that amount of consumption is normal for an engine that age,,and what would suggest i use in the summer months..
December 1, 2010
 Followup from the Pelican Staff: Sounds a little higher than I would normally like to see, but perfectly typical for a high mileage engine like yours. - Wayne at Pelican Parts
JohnComments: There in no info here on the Mobil1 0w40 European blend whic i have been using year round in my 97 328i sedan,,with 145,000 miles,,seems to run great,,engine is very quiet,,and it only uses about a quart every 2,100 miles,,,i use it year round,,should i change anything....

forgot to say i am in Ohio
November 30, 2010
 Followup from the Pelican Staff: Mobil 0-40 is what I use in my race engines. Typically for street cars, I like to run a little thicker oil in the summer, as it helps to keep temperatures down. - Wayne at Pelican Parts
RobertComments: I have a 1997 M3, what type of oil should I be using? Currentl I use full synthetic 10w-30.
October 22, 2010
 Followup from the Pelican Staff: That weight works perfectly fine. I like to use heavier weight oils in the summer, and lighter weight in the winter. - Wayne at Pelican Parts
MartinComments: I have a 1987 325is 5spd with more than 217,000 miles on it and I drive it pretty hard. I'm currently using mobil 1 15w50 syntheic oil. My car has a noticably loud ticking noise thats coming from the cylinder head even after the valves were adjust and the head was rebuilt and shaved. What kind of oil would you recommend for my car? I live in Los angeles by the way.
September 21, 2010
 Followup from the Pelican Staff: You might want to switch to a little thicker oil for Los Angeles driving. Your car doesn't have hydraulic lifters, so I suspect one of the valve lash adjusters is loose, or one of the valve adjustments are off. - Wayne at Pelican Parts
MattComments: In this article http://www.pelicanparts.com/bmw/techarticles/E36-Oil-Change/E36-Oil-Change.htm a 10W-40 is recommended in colder climates but above you say that 10W-40 is no longer recommended by manufacturers. I have been using Castol high mileage 10W-40 in my 98' 323i that just passed the 189,000 mi point...am I in trouble?
July 7, 2010
 Followup from the Pelican Staff: The weight of the oil is less important than the frequency of oil changes. The Castrol oil you're using should be perfect for your car. - Wayne at Pelican Parts
design2docComments: Thank you Wayne for your much needed suggestions on my 1994, 525i.My big brother bled my cooling system and the coolant level light indicator went off and the heat blows hot,now the car idles kinda ruff and when I start the engine the oil light comes on briefly the oil level was fine upon checking it with the car warmed up to normal operating temp? any suggestions
June 21, 2010
 Followup from the Pelican Staff: You probably have a vacuum leak that is causing the engine to run rough. Check to see what codes, if any, the computer is outputting as errors? - Wayne at Pelican Parts
GarfieldComments: I just purchased a 93 525i with 175,000. The manual say to use to use 15w40 for oil the oils change. My peers say to use 10w30 or straight synthetic. Im confused and but dont want to hurt the engine. I am a new BMW owner
April 22, 2010
TrevorComments: I have been using 20W-50 Royal Purple XPR Racing Oil in my '91 535i. Should I switch to a 15w-40 for winter, or go even lighter? I will say, the engine is a heck of a lot smoother with the Royal Purple. Oh and is it cool to change at 5000, or 7500? I have been religious about changing at 3000 even with the expensive stuff, but I do run it pretty hard.
August 25, 2009
 Followup from the Pelican Staff: Keep the oil changes at 3000, or 5000 max. The EPA is on the car companies to lengthen the oil change intervals, but it's not good for the engine. The oil doesn't necessarily get broken down, but can get contaminated with gas which is bad for the oil. This happens when the engine ages and gas, etc leaks past slightly worn-out piston rings.

As for winter oil, I do recommend switching to a lighter-weight oil for winter, especially if you live in the northeast or up in Montana. - Wayne at Pelican Parts
JohnComments: I just rebuilt the engine in my '94 325i my haynes shop manual says to use 20w-50 oil, is that the correct oil or what would you reccomend? It is a street car sometimes driven aggressively
August 7, 2009
 Followup from the Pelican Staff: That's a heavyweight oil. I would use that in the summer when temps are a bit warmer, and switch to a lighter weight oil if you live in a climate where it gets colder. - Wayne at Pelican Parts
chrisComments: Is it normal that my 325XI consumes a lot of oil? I have to add oil every 500 miles.
April 25, 2009
 Followup from the Pelican Staff: That sounds very high. I would read through my engine rebuild article and take a look at some of the things that might be causing this high oil consumption. Here's the link: http://www.pelicanparts.com/bmw/techarticles/Borrowed/mult_engine_rebuild-1.htm- Wayne at Pelican Parts
  

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