To: API Lubricants Groupballots.api.org/marketing/ballots/docs/IX-VGRA-Memo-Complete.pdf · Art...

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To: API Lubricants Group Cc: Lubricants Group Mailing List API Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) During the March 14, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot the Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) The Motion proposed the following Tests required for interchange. Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) Can Be “Read-Across” 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30 0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA 1 Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across. Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read- across.) Example: Matrix Oil 1 Matrix Oil 2 Candidate Oil A Candidate Oil B Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4 Dxxxx Seq. IX LSPI Pass Pass Test Required? No Yes Reason Formulation falls within the base oil viscosity range Formulation does not fall within the base oil viscosity range

Transcript of To: API Lubricants Groupballots.api.org/marketing/ballots/docs/IX-VGRA-Memo-Complete.pdf · Art...

To: API Lubricants Group Cc: Lubricants Group Mailing List

API Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) During the March 14, 2018 Lubricants Standards Group Meeting the LSG considered a motion to ballot the Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx ) The Motion proposed the following Tests required for interchange.

Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )

Can Be “Read-Across” 1 to: Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30

0W-16 NA X X X X X 0W-20 X NA X X X X 0W-30 X X NA X X X 5W-20 X X X NA X X 5W-30 X X X X NA X 10W-30 X X X X X NA

1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.

Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.) Example:

Matrix Oil 1

Matrix Oil 2

Candidate Oil A

Candidate Oil B

Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4

Dxxxx Seq. IX LSPI Pass Pass

Test Required? No Yes

Reason Formulation falls within the base oil viscosity range

Formulation does not fall within the base oil viscosity range

After review and discussion, the LSG agreed by voice vote to Ballot “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into API 1509, Annex F. A copy of the Motion is included in the documentation. Draft of Annex F, “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” is provided to show how the Seq. IX equivalency will be included in API 1509. The Analysis the Seq. IX Test data are provided to support Motion to accept “Ballot Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into Annex F. Lubricants Group Members should use the API eBallot System to cast their vote and make comments. The eBallot Link is: http://Ballots.api.org. The Lubricants Group Member votes will be counted, and all received comments reviewed and considered before the ballot results are final. Non-Lubricants Group Members should comment on the Ballot Motion using the eBallot system. The eBallot Link is: http://Ballots.api.org. All comments on the Ballot Motion will be reviewed before the ballot results are final. This eBallot will close on March 30. All Votes and/or Comments must be received by the close date. If approved the Effective Date of the Change to API 1509 will March 15, 2018.

Motion to BallotSeq. IX VGRA

March 14, 2018

Motion to Ballot

Motion to Ballot “Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )” into API 1509, Annex F.

• Motion by Richard Dougherty

• Second by Chris Cornish

Approve 18

Against: 0

Abstain: 0

Draft Table F-xxTable F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test

(ASTM Dxxxx) Can Be “Read-Across” 1 to:

Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30

0W-16 NA X X X X X

0W-20 X NA X X X X

0W-30 X X NA X X X

5W-20 X X X NA X X

5W-30 X X X X NA X

10W-30 X X X X X NA

1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.

Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.)

Example:

Matrix Oil 1

Matrix Oil 2

Candidate Oil A

Candidate Oil B

Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4

Dxxxx Seq. IX LSPI Pass Pass

Test Required? No Yes

Reason Formulation falls within the base oil viscosity range

Formulation does not fall within the base oil viscosity range

Table F-**—Groups II, III and IV Viscosity Read-Across: LSPI Test (ASTM Dxxxx )

Can Be “Read-Across” 1 to:

Test Run on 0W-16 0W-20 0W-30 5W-20 5W-30 10W-30

0W-16 NA X X X X X

0W-20 X NA X X X X

0W-30 X X NA X X X

5W-20 X X X NA X X

5W-30 X X X X NA X

10W-30 X X X X X NA

1Tested formulations containing Group I and/or Group V stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.

Bracketing two passing formulations for a given technology may be used to waive additional viscosity grade testing. VGRA is allowed if the candidate’s base oil viscosity at 100°C falls within the range of the base oil viscosity at 100°C of the 2 passing formulations. Additionally, the viscosity modifier content must be no more than 1.5 times higher than the highest viscosity modifier content in the oils used to support the VGRA bracket. (This approach applies to formulations with base stock Group II, Group III and Group IV. Oils containing Group I and/or Group V base stocks must contain an equal amount of the same base stock in the finished oil blend for application of viscosity grade read-across.)

Example:

Matrix Oil 1

Matrix Oil 2

Candidate Oil A

Candidate Oil B

Base Oil Viscosity @ 100°C, cSt 4.6 10.9 9.0 12.4

Dxxxx Seq. IX LSPI Pass Pass

Test Required? No Yes

Reason Formulation falls within the base oil viscosity range

Formulation does not fall within the base oil viscosity range

Statistics Group

Feb. 23, 2018

Sequence IX (LSPI)

BOI/VGRA Matrix Analysis

Statistics Group

Art Andrews, Exxon Mobil

Doyle Boese, Infineum

Jo Martinez, Chevron Oronite

Kevin O’Malley, Lubrizol

Lisa Dingwell, Afton

Todd Dvorak, Afton

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Executive Summary

Sequence IX BOI/VGRA Matrix analysis:

Technology is statistically significant

The remaining design factors are not statistically significant in a model containing all

of the design factors.

Base Oil Group

Base Stock Slate within Base Oil Group

Relative VM

Base Oil Viscosity

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IX BOI/VGRA Matrix Data Set

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Precision Matrix/Target Setting

Data

RO 221 (Oil 1)

Number of tests = 8

BOI/VGRA Pre, Mid and Post Data

RO 221 (Oil 1)

Number of tests = 14

BOI/VGRA Matrix Data

Oils 2 to 19

Number of tests = 18

EM Data

Number of tests = 12

Total Number of tests = 52

Oil TechEst.

Viscosity Grade

Base Stock Slate

BOV, cStRelative VM Treat

1 221 0W-16 III E 4.239 1.02 220 - II B 4.869 1.73 220 5W-20 II K 4.869 1.04 220 5W-30 III E 4.869 1.75 220 10W-30 II K 6.200 1.06 220 10W-30 III D 6.200 1.07 220 - III D 6.200 1.78 221 - II B 4.869 1.79 221 5W-20 III D 4.869 1.010 221 5W-30 III D 4.869 1.711 221 - II B 6.200 1.712 221 - II K 6.200 1.713 542 0W-16 III E 4.239 1.014 542 0W-20 III D 4.239 1.715 542 - II K 4.239 1.716 542 5W-20 II B 4.869 1.017 542 5W-30 II B 4.869 1.718 542 5W-30 III E 4.869 1.719 542 10W-30 III E 6.200 1.020 220 II EHC 4.900 2.121 220 IV EM 4.900 2.122 Tech 1 IV EM 4.900 2.123 Tech 1 II EHC 4.900 2.124 Tech 2 IV EM 4.900 2.125 Tech 2 II EHC 4.900 2.1

RO 221BOI/VGRA MatrixEM Matrix Supplement

BOI/VGRA Matrix Test Distribution on

Stand-Engine Combinations

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The matrix tests were run on 6 combinations of 5 engines and 5 stands.

Run order A-1 (4-26) A-2 (2-27) G-1 (62-34) G-2 (60-39) G-2 (60-38) G-3 (120-38)

RO 221 RO 221 RO 221 RO 221 RO 221 RO 221

131422-IX 131423-IX 131412-IX 132672-IX 131414-IX 132674-IX

2 IX6 IX8 IX21 (EM) IX4 IX25 (EM) IX13

130924-IX 130679-IX 027201-01- 130910-IX 027205-01-EG 131317-IX

IX2 IX18 RO 221 IX16 IX21 (EM) IX11

130920-IX 131327-IX 131415-IX 131321-IX 027201-02-EG 130675-IVBIX14 IX19 IX22 (EM) IX5 IX22 (EM) IX9

131323-IX 131329-IX 027202-01- 130912-IX 027202-02-EG 130673-IVBIX10 IX17 IX23 (EM) IX15 IX23 (EM) IX7

130681-IX 131325-IX 027203-01- 131319-IX 027203-02-EG 130914-IXIX3 RO 221 IX24 (EM) IX20 (EM) IX24 (EM) IX12

130922-IX 131888-IX 027204-01- 027206-01- 027204-02-EG 130677-IVBRO 221 RO 221 RO 221 RO 221 RO 221

131889-IX 131898-IX 132675-IX 131898-IX 132676-IX

IX25 (EM) IX25 (EM)

027205-02- 027206-01-

RO 221 RO 221

131900-IX 132951-IX

RO 221BOI/VGRA MatrixEM Matrix Supplement

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8

9

1

3

4

5

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Regression Analysis

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Modeled 2 datasets

Main matrix (18 oils + 8 RO 221 from Target Setting Dataset)

Combined Main matrix and EM matrix (12 oils)

BOI/VGRA Matrix data was severity adjusted to account for Stand-Engine effects based on average of “bookend” RO 221 tests.

Regressed LSPI [Sqrt(AVPIE + 0.5)] on:

Technology

BO API Gp

BS Slate[BO API Gp]

BOV100

Rel. VM

The matrix was not designed to estimate interaction effects and, due to, among other issues, multicollinearity concerns, interactions are not included in the regression analysis.

Correlation of BO and FO properties:

BOV100 and Finished Oil Noack are highly correlated and should not be included in the same model.

Likewise, BO VI and BO API Gp are highly correlated and should not be included in the same model.

Main Matrix

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BOI/VGRA Main Matrix Data

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Main Matrix (n=26) Regression Analysis

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Technology is only

statistically significant factor.

Factors not statistically

significant:

BO API Gp

BS Slate[BO API Gp]

BOV100

Rel. VM

Term Coefficient p-Value VIF

Intercept 2.2406 0.0386Tech[220] -1.3886 <.0001 1.69Tech[221] 0.8365 <.0001 1.54Tech[542] 0.5521BO API Grp[II] -0.0585 0.6429 1.25

BO API Grp[II]:BS Slate[B] 0.1944 0.3169 1.10BO API Grp[III]:BS Slate[D] 0.0369 0.8276 1.45BOV100, cSt (Calc) 0.0001 0.9997 1.50Rel. VM 0.2062 0.5757 1.40

Parameter Estimates

Source Nparm p-Value

Tech 2 <.0001BO API Grp 1 0.6429BS Slate[BO API Grp] 2 0.5841BOV100, cSt (Calc) 1 0.9997Rel. VM 1 0.5757

Effect Test

VM Impact - One-Off Comparisons

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Oil Technology

Estimated Viscosity

Grade

Base Stock Slate BOV, cSt

Relative VM Treat

VM Impact6 220 10W-30 III D 6.200 1.07 220 - III D 6.200 1.79 221 5W-20 III D 4.869 1.010 221 5W-30 III D 4.869 1.716 542 5W-20 II B 4.869 1.017 542 5W-30 II B 4.869 1.7

BOV Impact - One-Off Comparisons

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Oil Technology

Estimated Viscosity

Grade

Base Stock Slate BOV, cSt

Relative VM Treat

BOV Impact3 220 5W-20 II K 4.869 1.05 220 10W-30 II K 6.200 1.011 221 - II B 6.200 1.78 221 - II B 4.869 1.713 542 0W-16 III E 4.239 1.019 542 10W-30 III E 6.200 1.0

Slate Impact – One-Off Comparisons

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Oil Technology

Estimated Viscosity

Grade

Base Stock Slate BOV, cSt

Relative VM Treat

Slate Impact5 220 10W-30 II K 6.200 1.06 220 10W-30 III D 6.200 1.011 221 - II B 6.200 1.712 221 - II K 6.200 1.714 542 0W-20 III D 4.239 1.715 542 - II K 4.239 1.7

Combined Main Matrix and ExxonMobil Matrix

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EM Data – Slate Effect

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Main Matrix and EM Data

15

Combined Matrices (n=38) Regression Analysis

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Technology is only statistically significant factor.

Factors not statistically significant:

BO API Gp

BS Slate[BO API Gp]

BOV100

Rel. VM

Source Nparm p-Value

Tech 2 <.0001BO API Grp 1 0.2577BS Slate[BO API Grp] 2 0.4264BOV100, cSt (Calc) 1 0.4092Rel. VM 1 0.3071

Effect Test

Term Coefficient p-Value VIF

Intercept 1.0843 0.228Tech[220] -1.1705 <.0001 1.65Tech[221] 1.1284 <.0001 3.64Tech[542] 0.9418 0.0003 3.00

Tech[Tech 1] -1.0074 0.0008 3.03Tech[Tech 2] 0.1077BO API Grp[II] 0.0807 0.4823 1.17BO API Grp[III] 0.3269 0.1349 4.31BO API Grp[IV] -0.4076BO API Grp[II]:BS Slate[B] 0.3476 0.1133 1.96BO API Grp[II]:BS Slate[EHC] -0.2948 0.3324 4.27BO API Grp[II]:BS Slate[K] -0.0528BO API Grp[III]:BS Slate[D] 0.0331 0.8331 1.45BO API Grp[III]:BS Slate[E] -0.0331BOV100, cSt (Calc) 0.1248 0.446 1.50Rel. VM 0.3173 0.3569 1.40

Parameter Estimates