08 Small Engine Lubrication Southern Asia 2019

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The document discusses small engine applications and their lubrication needs, including differences between 2-stroke and 4-stroke engines and various performance standards.

The document discusses both 4-stroke and 2-stroke engines, and how they are commonly used in applications like outboards, motorcycles, snowmobiles, etc.

In 2-stroke engines, oil is mixed with the fuel and is deposited on engine parts during combustion to provide lubrication.

Performance you can rely on.

Small engine lubricants

InfineumInsight.com/Learn

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Performance you can rely on.

The small engine market


Chainsaws & Motorcycles & Snowmobiles Personal Outboards
Garden Equipment Mopeds Water Crafts

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Performance you can rely on.

Overview for today’s discussion


• 2T and 4T Applications, Engines and Lubricant Needs

• Specifications

• Snowmobiles
• Leisure Marine
• 2T Outboard Engine Oils- NMMA TC-W3 Outboard Oils
• 4T Marine Engine Oils -NMMA FC-W and FC-W Catalyst
Compatible
• Motorcycles and Mopeds
• 4T Motorcycle oils JASO T903 Specification
• Garden Equipment and generators
• 2T Low Ash Oils- JASO 2T Standards

• Summary

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Performance you can rely on.

Descriptions are used interchangeably for small engines

Four stroke cycle Two stroke cycle


Four stroke Two stroke
Four cycle Two cycle
4T 2T
“T” in 4T & 2T comes from the French term “temps” meaning “time” or “stroke”
(the translation is not precise)

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Performance you can rely on.

Both four stroke and two stroke engines are commonly


used in small engine applications

Emission regulations have driven technology towards 4T engines but


many 2T’s are still in use
In North America
Outboards Majority of new engines are 4T, but population is still largely
2T
Motorcycles Population and sales are virtually all 4T
Snowmobiles Mix of 2T and 4T new engines. Large 2T population base still
exists
PWCs Most new engines are 4T, but still a significant 2T segment
Chainsaws Still mainly 2T, but 4T options are available
String trimmers Still mainly 2T, but 4T options are available
Leaf blowers Still mainly 2T, but 4T options are available
Lawn mowers Population and sales are virtually all 4T
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Performance you can rely on.

Traditional four-stroke engine


Four-stroke Cycle = Four-stroke = Four Cycle = 4T

• The sump is oil filled and the oil recirculates


• Inherently low emissions

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Traditional two stroke engine

• More power / less weight


• Two stroke engines mix oil with the fuel and consume the oil

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How two-stroke engines are lubricated


• Oil is mixed in the fuel (usually at 50:1)
• Traditionally, oil would be mixed in the fuel
tank
• In modern engines the oil is injected into
fuel line
• Evaporation of the fuel deposits oil on the
cylinder walls and bearings to lubricate them
• Fuel and oil in the combustion chamber are
ignited by the spark plug
• Replacement oil is delivered with fresh fuel/air
• Traditional over-fuelling design causes high
emissions

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Performance you can rely on.

Both two-stroke & four-stroke engines


have advantages
• Two-stroke
• Advantages
• Two-stroke Engines have an excellent Power to Weight Ratio
• Fewer Parts than a Four Stroke Engine
• Small, Compact Engines
• Low Cost
• Low Nitrogen Oxides (NOx) Emissions
• Less Engine Weight

• Four-stroke
• Advantages
• 20-40 % Better Fuel Economy
• Smooth and Quiet Operation
• Low Hydrocarbon (HC) and Carbon Monoxide (CO) Emissions

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Conventional 2T engines have high hydrocarbons


emissions due to unburned fuel
Conventional

Exhaust with
unburnt fuel/oil

25-35% unburned
fuel and oil
Fuel/oil/air from
crankcase

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2T direct fuel injection (DFI) is a way to


address emissions
Fuel is injected when piston is top dead center
Direct injection

Fuel

Exhaust

Oil and air from


crankcase

Notice: Exhaust port is blocked, therefore reduced emissions


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Performance you can rely on.

DFI makes 2T outboard engine service


more severe
• Higher temperatures
• In traditional 2T engines, fuel vaporizes in the crankcase, cooling the
engine
• In DFI, fuel bypasses the crankcase, raises engine temperature by
50°C
• Less oil delivered to critical surfaces
• In DFI, air alone carries the oil, which is less efficient
• Oil must often be pumped to the cylinders for extra lubrication
• Oil flow is reduced, touted as an advantage for the consumer
• Combination of less oil and higher temperatures makes DFI engines
more prone to scuffing and failure
• Deposits build up in the ring grooves behind the rings due to higher
temperature, and there’s less oil (cleaners) to prevent it
• Rings are pushed out by the deposits and they apply pressure to the
cylinder liners, reducing film thickness and eventually causing metal-to-
metal contact (scuffing) or called ring jacking, or proudness

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What goes into a 4T lubricant?

Provides

Additive Additive Viscosity Base stock


Antioxidancy Modifier Viscometrics
Viscosity Modifier Foam / Aeration Multigrade Oxidation
Antiwear / EP viscosity Dispersancy
Friction Volatility
Low temperature
Dispersancy
flow
Detergency
Base Stock

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What Goes into a 2T Lubricant?


Desirable oil characteristics are cleanliness, low smoke, high lubricity, and low
exhaust deposits (blocking)

Impacts

Additive
Additive PIB
Helps Cleanliness Burns Cleanly
PIB Hurts Burnability Reduces Smoke
Hurts Smoke Improves Blocking
Hurts Blocking Improves Lubricity

Solvent

Solvent
Base Stock Improves Miscibility
Improves Lubricity and Fluidity
Base Stock Hurts Smoke/ Blocking Burns Cleanly
Hurts Cleanliness
Improves Blocking
Hurts Lubricity

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There are two types of 2T oils

2T Ashless 2T Low-Ash 4T

Additive
Lubricity Agent System
usually included Additive System
in additive system Solvent
Viscosity Modifier
Solvent Lubricity Agent
(PIB or Brightstock)

Base Stock
Base Stock Base Stock

Water cooled Air cooled engines


engines

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Ashless Formulations
• Ashless additive system required to prevent pre-ignition in
2T Ashless water cooled 2T
outboard
Low-Ashengines 4T
– Historically, pre-ignition was a major problem for
outboards
– Engines run cooler, so ash deposits are less brittle and
build up, causing pre-ignition
Additive
Additive System
Lubricity Agent
• Ashless formulations have specialized additive packages
System
Additive System
usually included in that treat at significantly
Solvent higher levels.
additive system
– A significant treat rate of ashless Viscosity dispersants
Modifier is used to
Solvent compensate for not using detergent chemistry
Lubricity Agent
(PIB or Brightstock)
– Lubricity agent component incorporated into the additive
package.
Base Stock
Base Stock
– Polyisobutylene Base Stock
is used for improved lubricity and
exhaust smoke performance

Water cooled • Solvent provides low


Air cooled temperature fluidity
engines
engines – Important for oil-injected systems

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Low Ash Formulations


Additive System • Low ash additives and metal detergents are used for air
cooled land equipment
2T Low Ash – Lower cost
2T Low-Ash
and lower treat rate 4T
• Engines run hotter so can tolerate some ash without
causing pre-ignition
– Ash deposits formed are thin and brittle, so blow out of
Additivethe exhaust
System
Additive
• Solvent is usedSolvent Additive System
to improve miscibility of the oil with the fuel
Solvent
– But it does lower
Lubricity Agent
the oil’s flash point – a safety /
Viscosity Modifier
Lubricity Agent
(PIB or Brightstock) storage(PIB
consideration
or Brightstock)

• Polyisobutylene (PIB) used to improve lubricity whilst


Base Stock
BaseStock
Base Stock reducing exhaust smoke
Base Stock

– Traditionally brightstock was used for lubricity


– Brightstock has poor smoke performance
Air cooled engines

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Snowmobile oils

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Performance you can rely on.

There are no industry standards for


snowmobile oils
• For Two-stroke Engines:
• Both ashless and low ash additive systems recommended by OEMs
• Requires low pour point and low-temperature fluidity
– OEMs Recommend Pour Point < -40°C
– Brookfield fluidity
• Good: < 60,000 cP @ -40°C
• Best: < 17,000 cP @ -40°C (J1536 grade 4)
• Exhaust odor an issue due to trail riding
• Exhaust valves (deposits) can cause poor performance at high RPM
– Partially burned and unburned fuel and oil can create deposits on the sliding
surfaces of the exhaust valves and cause them to stick

• For Four-stroke Engines:


• OEMs generally recommend 0W grades.
• Most oils are at least part-synthetic, if not full synthetic

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Outboard or water cooled oils

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NMMA oversees leisure marine oil


quality standards
International Boat Show
Committee Conference
Marketing
Committee
Committee
Government Trailer
Relations Certification
Committee Committee

Boat &
Market
Yacht
Statistics
Committee
Certification NMMA OCC
Committee
Members
National Marine
Market
Manufacturers Oil OEMs
Research & Certification Additive companies
Communications Association Committee
Committee Testing Labs
Oil Marketers
Political
Facilities
Action
Development
Boating Committee
Committee
Industry
Risk Education
Management Environmental Committee
Council Committee

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Oil standards exist for leisure marine oils

National Marine Manufacturers Association

Two-Cycle - Water Four-Cycle - Water


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NMMA Certifications surpassing 300 world wide

DATA SOURCE: NMMA


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Performance you can rely on.

Most outboard OEMs favor 4T technology


• 11.5 Million power boats in use in North America
– 2017 US boating industry sales hit a 10 year high
– Outboard engines sales are also experiencing high growth
Most OEMs are using 4T outboard engine models to meet emission regulations
• Mercury carries and 4T engine designs (Verado and SEAPRO brands),
offering a new 400hp Verado in 2019
– 2T DFI OptiMax and Pro XS brand offering

• Yamaha favors 4T Technology offering a new 425 Hp Outboard for offshore


─ Yamaha developed High Pressure Direct Injection 2T DFI- no longer in
production
• BRP (Evinrude brand name) is focusing on 2T DFI. Latest E-Tech G2 250
HP model claims improved fuel efficiency and emissions

• Honda markets only 4T engines (2 hp to 250 hp)


• Suzuki markets only 4T (portables up to V6 models)

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Performance you can rely on.

Outboard OEMs have driven NMMA to develop


higher 2T oil standards

NMMA TC-W3® is the most


modern two-stroke outboard
engine oil standard available
TC-W3®

1991
TC-WII® (3-12345)
1996
(R-12345)
1988
TC-W®
S-12345 2004
(RL-12345)
1960s
2016
(RL-12345M)
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Demonstration test program ensures TC-W3


oils meet engine requirements
Analytical Testing
KV @ 40°C
TAN
Cloud Point
Nitrogen
FTIR Scan Bench Testing
Fluidity @ -25°C >$300K for a full program
Miscibility @ -25°C
Rust
Filterability
Compatibility Engine Testing
CE-50 Lubricity (Yamaha 50 cc)
AF-27 Lubricity (Honda Dio)
Preignition (Yamaha 50cc)
General Performance (OMC 40 HP)
Detergency/Scuffing (Mercury 15 HP) x 2
Ring Sticking/Detergency (OMC 70 HP)

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NMMA TC-W3 certification Read Across


Rules
Formulation changes
Allowed:
• Additive increases (+20% relative)
• Solvent concentration changes (±20% relative) and substitutions
• PPD concentration changes (±1%) and substitutions (0.5%)
• PIB concentration changes (±25% relative)
• Bright stock concentration changes (±10%)
• Base oil concentration changes (±25%) and supply changes
• NMMA Read across rules have been expanded to include base stock coverage to
Group III ( TC-W3: RL-12345M )
Not Allowed:
• Additive reductions and addition of new components

Marketers must obtain a trademark license from the NMMA


License number must appear on the oil bottle
Annual license fee per oil paid to NMMA by the oil marketer
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Four-stroke leisure marine oils

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Performance you can rely on.

There are three types of four-stroke leisure


marine engines

M Outboard

Sterndrive = Inboard/Outboards (I/O)


M

Inboard
M

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Marine engines operate differently from


car engines

Cars
Outboards
WOT

Outboards
Idle

RPMs

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4T outboards’ lubrication challenge


• 4T Outboard Engines operate very differently to PCMO
• Vertical Engine
• Requiring exceptional bearing lubrication.
• Driving regime (Idle to full throttle)
• High engine speeds, causing wear concerns
• Idle for long periods of time, causing high fuel dilution
and potential for wear.
• Operating Conditions
• Corrosive environments
• Cooler temperatures
• Often operate longer than recommended between oil changes,
requiring improved antioxidancy.
• Challenges to the Lubricant
• Bearing Durability
• Wear
• Rust
• Shear Stability

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NMMA FC-W standard establishes oil requirements


Heritage
Identification Minimum SG quality Performance Bench Testing
KV40°C
Foam, Seq. I - III (Industry limits)
VI Viscosity Grade Testing
Foam, Seq. IV (200/50 max)
Specific gravity
TBN KV100°C (Vis grade limits) Shear Stability (Report)
TAN CCS (Vis grade limits)
HTHS (3.3 cP min after shear)
Elementals (Report all) MRV-TP1 (Vis grade limits)
Mercury Rust Test (< than Ref. Oil)
Sulfur
Noack Volatility (Report)
Nitrogen Engine Testing
IR Spectrum EOFT (50% max)
Yamaha 115 hp Gen. Perf.

Required Testing for Basic Readacross Oil Program. Required Additional Testing for Complete FC-W Approval.
Expected Test Cost is $2K to 7k. Expected Test Cost is $45K – $55k.

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Balance is essential as anti-wear and anti-rust


additives both compete for the surface

Caution!
Over treatment
significantly hurts
wear

Wear
% Rust

FC-W
passing
range

Rust Inhibitor Concentration

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Excellent performance in the FC-W rust test requires


component balance

40% 30% 20%


NMMA Reference Oil 5973
Range of Rust Ratings
Typical SJ PCMO NMMA FC-W Oil
100% Rust 21% Rust

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FC-W catalyst compatible standard was


launched in September 2009
• U.S. emissions limits went into
effect in 2010
• Sterndrives and inboards required
catalyst systems to meet the EPA
limits.
• Catalytic converters are integral to
many outboard engines meeting
mandates of the California Air
Resource Board (CARB)
• Engine oils require careful
formulation to avoid poisoning the
catalyst in these engines Intended for:
• The NMMA has issued a second
• All gasoline-powered marine applications,
standard for four-stroke outboard especially those with catalytic converters
oils with catalysts to ensure
• Backwards compatible with engines calling for
availability of appropriate oils
NMMA FC-W™

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There are differences between FC-W and FC-W


catalyst compatible standards
FC-W FC-W Catalyst Compatible
• Performance package: • Performance package:
SG quality minimum SM quality minimum
• No limit on P • P range: 0.06 - 0.08%
• No limit on Si • Si limit: < 0.002%
• No “stay in grade” limits • Stay in grade
• No volatility limits • Noack volatility: < 22%

All other current NMMA FC-W requirements and readacross rules


remain the same for the catalyst-friendly oil standard.

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NMMA website is a good place for information


• www.NMMA.org/certification/programs/oils/
• TC-W3 Certification Procedure Manual
• TC-W3 Product Approval System (PAS)
• List of marketer-certified TC-W3 oils

• www.NMMA.org/certification/programs/oils/fc-w.asp
• FC-W Certification Procedure Manual
• FC-W Product Approval System (PAS)
• List of marketer-certified FC-W oils

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Four-stroke motorcycle oils

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MOTORCYCLE MARKETS
• ~500 million motorcycles, scooter and moped in use worldwide [source: Kline 2015]
– Population concentrated in Eastern Hemisphere
– Essentially all new motorcycles are four-stroke, for emissions
– India has overtaken China as having the highest population of two wheelers
– China has a large electric bike market, with engines prohibited in major cities

Motorcycle Population by Region Motorcycle Population for Selected Countries

Source: Kline
Published in: Lubricants for Motorcycles, Scooters, and Mopeds 2015: Global Market Analysis and Opportunities © Kline & Company, 2016

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How are motorcycles used?


It depends on where you are in the world.

Transportation Recreation
• Generally AP • Generally North America and Europe
• Used for transportation and • Used for recreation and entertainment
commerce • Larger road bikes and smaller racing
• Smaller motorcycles bikes
• Large rider population • Smaller rider population

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4T Motorcycle Video

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4T motorcycles have different lubrication needs


than automobiles
• Motorcycles run under more severe conditions than cars.
• Many are air cooled
• run hotter and faster
• Lower oil volumes for lubrication and cooling

• Motorcycle oils [MCO] must lubricate clutch and gears, along with engine

• Requires a balanced formulation approach

• PCMO requirements continue to diverge from those needed for MCOs


• Low friction for PCMO fuel economy impacts MCO clutch performance
• Low phos for PCMO for catalyst compatibility impacts MCO wear protection
• Low viscosity for PCMO impacts MCO gear protection and oil consumption

• MCOs must meet JASO T903:2011 or T903:2016 requirements

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Motorcycle oil properties are defined by three


lubrication functions
Engine
• High revving; air-cooled
• Small oil volume with short ENGINE: Wear Protection
oil drain interval (ODI)
• SJ / SL / SM / SN quality

GEARS: Pitting Protection


CLUTCH: Shift Durability

Gears
• High oil viscosity reduces wear Clutch
• Shear stable viscosity modifier • High oil friction for fast clutch
maintains viscosity engagement
• Gear pitting is a concern with low • Minimize Friction Modifiers
viscosity oils used in PCMO

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JASO T903 4T MOTORCYCLE STANDARD

• JASO Has Been Registering 4T Motorcycle Oils


Since 1999 to address OEM concern about
PCMO inadequacies
• A registration logo is available for registered oils
• JASO MA friction quality for Motorcycle Oils
• JASO MB friction quality for Scooters
New
reference
oils & test
• JASO T903:2016 is the current specification conditions

Minor revision was made Dec 2018

• Major revision planned for 2021 may include: Discriminate


between
JASO New
friction
JASO MA plate
– Tighter Phosphorus chemical limit /MB oils T903: 2016 materials

• Onboard diagnostic ( OBD) II


introduction in 2021
– JASO SP and SN plus category Scooter oils:
avoiding
– Gear pitting test excess FM

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JASO T903 specification for four- stroke


motorcycles has evolved
Updated Engine Requirements
2011 Revision
1999 Original 2006 Revision
2016 Revision
API SE to SJ SG to SM SG to SN
ILSAC GF-1, GF-2 GF-1, GF-2, GF-3 GF-1, GF-2, GF-3
A1/B1, A3/B3, A3/B4,
ACEA A1 to A3 A/B, C2, C3
A5/B5 C2, C3, C4
CCMC G-4/G-5 Eliminated --

JASO specified phosphorus range


Phosphorus Limits conflicts with later ILSAC limits
2011 Revision
1999 Original 2006 Revision
2016 Revision
Phosphorus No Limits 0.08 – 0.12 0.08 – 0.12

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JASO classifies friction using the


SAE#2 test rig

max

MA2
MA
MA1
Friction Index

MB

min

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JASO T903 four stroke motorcycle specification

Friction performance (2016)


Index/Classification MA2 MA1 MA MB

Dynamic friction index 1.50 x <2.50 1.35 x <1.50 1.35 x <2.50 0.40 x <1.35
Static friction index 1.60 x <2.50 1.45 x <1.60 1.45 x <2.50 0.40 x <1.45
Stop time index 1.60 x <2.50 1.40 x <1.60 1.40 x <2.50 0.40 x <1.40

Scooters
• All three indices must be MA2 to claim MA2.
• All three indices must be MA1 to claim MA1
• If the indices are from both MA1 and MA2, MA must be claimed
• MB must be claimed if at least one index is in the MB range

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JASO website is a good place for information


• http://www.jalos.or.jp/onfile/jaso.htm
• JASO T903:2011 Application Manual

• JASO T903:2016 Application Manual

• List of filed oils

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Two-stroke low ash oils


(air cooled or land equipment oils)

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API TC is the only API specification for 2T oil


air-cooled applications
American Petroleum Institute Two-stroke Standards

Category Application examples Test procedures Critical


lubrication
requirements API TC evaluates
TA Mopeds a two-stroke oil’s
Lawn mowers OBSOLETE performance in
Small generators/pumps ring sticking,
lubricity, and
TB Motorscooters
Small (<250cc) preignition, all in
motorcycles OBSOLETE small air-cooled
Higher oil/fuel ratio two-stroke engine
chainsaws tests.
TC Lean oil/fuel Yamaha Y350M-2 Piston scuffing
Ratio chainsaws Piston deposits
Hi-performance Ring sticking Deposit-induced
motorcycles Yamaha CE50S preignition All other API
Snowmobiles Tightening categories are
Preignition Ring sticking obsolete.
TD Outboard motors OBSOLETE
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API TC does not have a certifying body


• No process exists for certifying or registering oils that have passed the API
TC requirements.

• Marketers may claim API TC performance without having actually tested


their oil.

• But there must be sufficient data and/or logic for making an API TC
claim.

• TC-W3 oils formulated with Infineum technologies meet API TC quality.

• API TC program cost: >$44k

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Japanese OEMs created a 2T standard


because they felt that API TC was inadequate

Smokeless
JASO JASO JASO JASO
Detergency
FA FB FC FD

Lubricity

Smoke
Increasing Quality
Exhaust Blocking

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JASO M345 2T standard revision driven by test


engine availability

Lubricant
Standard Performance Current engine Planned New engine
Requirement

Lubricity HONDA AF27 Husqvana-ZENOAH


JASO M340
test (49cc) (65.6cc)

HONDA AF27 Husqvana-ZENOAH


JASO M341 Detergency test
(49cc) (65.6cc)

SUZUKI SX800 YAMAHA


JASO M342 Smoke test
(69cc) (63cc)

Exhaust system SUZUKI SX800 YAMAHA


JASO M343
blocking test (69cc) (63cc)

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JASO has been registering 2T oils since 1994


• Marketer must register the oil with JASO in
order to use the JASO logo.
• Logo and registration number must appear
on the bottle for registered oils.
• One-time registration fee of 40,000 Yen
($400) per oil must be paid to JASO by the
oil marketer. FC
• JASO quality claims can be made without
JASO registration
• New JASO M345:2018 standard
currently being translated to English JASO M345:2018 FAU 2H 2019

• Old approvals remain valid and do not


need to be re-approved

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Small engine summary


• Small engine 2T & 4T oils require dedicated and balanced formulations

• 2T for outboards (water-cooled) require ashless technology


– Quality set by NMMA TC-W3 standard

• 4T for outboard applications require rust prevention technology


– Marine quality set by NMMA FC-W and FC-W Catalyst Compatible
standard

• 4T Motorcycle applications require suitable friction and wear performance


– JASO T903 MA and MB standards for motorcycles and scooters

• 2T for land equipment (air-cooled) require low-ash technology


– Quality set by JASO M345 and API TC

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Performance you can rely on.

Small engines – special applications requiring


special lubricants

© INFINEUM INTERNATIONAL LIMITED 2019. All Rights Reserved..


Performance you can rely on.

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