TBN/TAN: Do You Need One?

“Do I need a TBN?” It’s a question that comes up a lot. The TBN is a test we do on engine oil, while the TAN is meant for transmissions and other gear lubes or hydraulic oils. These tests are widely discussed on internet forums, where facts and misconceptions can be hard to distinguish. So let’s dig into the science behind them!

What is a TBN or TAN?

The Total Acid Number and Total Base Number are ways to determine how acidic oil has become (TAN), or how effectively it can neutralize the acids that form from combustion and other factors (TBN). An increasing TAN indicates more acidity, while a decreasing TBN shows an oil’s acid-neutralizing additives are being used up. You may remember the pH scale from science class. pH is a more familiar measure of acidity in everyday life. So why don’t we use pH on oil?

pH stands for “potential of hydrogen” and measures the flow of hydrogen ions in a water-based solution. pH doesn’t apply to oil because these ions can’t flow through oil – it’s a poor conductor. That’s why oil is used as an insulator for transformers and other applications that call for interrupting the flow of electrical current. Fortunately, we can use titration to get around this obstacle. Titration is used to determine the concentration (in this case, the acidity level) of an unknown solution (oil) by exposing it to measured quantities of a known solution (acid or base).

Running the tests

We start by mixing one gram of oil with a happy blend of toluene, chloroform, isopropyl alcohol, and a splash of H2O. (Kids, don’t try this at home!) The solvent breaks down the oil into a solution that is a better conductor, so we can measure the pH. The next step differs slightly for the TAN or TBN.

For the TAN, we add a cocktail of chemicals – let’s call it Bruce – to the toluene solution, a little at a time. This continues until the pH reaches 11. The lab techs then use an equation to calculate the TAN from the amount of Bruce added to the oil-toluene blend.

The TBN follows a similar methodology, except the solution added is more acidic – more of a Boris than a Bruce.

The end goal for the TBN titration is a pH of 3, and as with the TAN, the lab people are doing some math to transform the amount of Boris added to the oil into your TBN number.

Why get a TBN?

As the oil circulates through the harsh environment of a hot, running engine, combustion causes acids to form. These acids can cause increasing wear and corrosion. To prevent this, the oil manufacturers add detergent additives to the oil, which help it buffer those acids and stabilize the oil’s pH. The higher the TBN, the better your oil can resist becoming acidic. That’s the main reason to check the TBN. It’s a helpful data point if you want to extend your oil change interval beyond manufacturer recommendations.

The TAN does essentially the same thing, but we use the TAN on oils that don’t have detergent additives (like hydraulic oil and ATF). Some industrial equipment manufacturers will set standards for when to change the oil based on the TAN.

Which oil has the highest TBN?

The TBN is mainly based on the amounts of calcium and magnesium (detergent additives) in the oil. Oils with more of those additives typically have a higher starting TBN, and those with less will rank lower on the list. Is more better? Not necessarily (and we’ll get into that a little later). Meanwhile, Figure 1 lists a slew of virgin engine oils and their average starting TBNs, from highest to lowest. The progression isn’t perfectly consistent, because we don’t test for every conceivable substance the oil manufacturers might include that determines the TBN. chart showing the TBN for various types of oil

As you probably know, the TBN drops pretty fast when you start using the oil. Then it levels out and drops more slowly, the longer the oil is run. Figures 2 and 3 show two types of Mobil and how the TBN tends to fall as acidic substances start to “use up” the detergent additives. That’s what they’re there for, and we consider any TBN over 1.0 sufficient, while a TBN of 2.0 or greater is ideal when choosing to run the oil longer than you currently are. Note that ppm calcium and magnesium stay roughly the same – it’s their ability to neutralize acids that decreases.

chart showing the TBN and TAN of Mobil 1 5W/30 at various mileage intervals

Figure 2: This oil has an average starting TBN of 7.5. Note the roughly inverse relationship of the TBN and TAN readings; as the TBN decreases, the TAN increases, as less “active additive” is available to neutralize acids.

chart showing the TBN and TAN of Mobil 1 Annual Protection 0W/20 at various mileage points

Figure 3

Figure 3: This oil has an average starting TBN of 7.9. The chart shows the same fairly predictable drop in TBN as miles increase. Interestingly, the TAN is less predictable, probably due to factors outside the scope of this newsletter.

Is more better? A look at two novel blends

It’s easy to see how you might feel like you want an oil with a starting TBN that’s as high as possible. But Figure 1 makes it clear that oils with all sorts of starting TBNs are available. Did the manufacturers at the low end of the scale just cheap out on additive? Not at all. Oil manufacturers have to cater to an array of unique engine designs, operating conditions, etc. As technology evolves, so does oil.

Joe Gibbs

See, for example, Figure 4, which lists a few different samples of Joe Gibbs Driven D140 oil. It had the lowest average starting TBN (4.4) thanks to fairly low levels of calcium and magnesium. This left the TBN between 2.0 and 1.0 after just 5,000-6,000 miles. But the engine that produced those numbers was a Porsche 911 that had excellent wear trends (see Figure 5). This oil is specifically formulated with lower calcium and higher moly to combat low speed pre-ignition and reduce abnormal combustion and wear. While we can’t say whether this oil really does reduce LSPI, it seems to work as well as others do and we see no problems with the novel additive blend.

chart showing TBN and TAN of Joe Gibbs Driven 0W/40 oil at various mileage points

Figure 4

Oil report for the 5 samples of Joe Gibbs oil in Figure 4

Figure 5

Figure 5: Wear trends for the five samples in Figure 4 (and one additional sample, not included there because TBN and TAN were not requested). Wear is consistent over time and compares favorably to averages, despite the low TBNs.

Chevron Delo

Chevron Delo 600 ADF is another oil that breaks the traditional additive mold, and it’s fairly new to the market. The 15W/40 and 10W/30 formulations hold the 2nd and 3rd place spots for lowest starting TBN in Figure 1, which is surprising, since they’re formulated for diesel engines – diesel oil tends to have more dispersant additive than oil designed for gasoline engines (most of the oils in Figure 1 are gas engine oil). Figure 6 shows the Delo 600’s TBN reaching our “1.0 limit” starting around 9,090 miles. Chevron also had particular goals in mind for this oil – it uses “ultra-low ash additive technology” and is meant for engines with SCR and EGR emissions systems that need to meet state emissions standards.

chart showing calcium, magnesium, and the TBN of Chevron Delo 600 ADF 10W/30 oil at various mileage points

Figure 6

Figure 6: This oil had an average starting TBN of 4.7. The chart shows the low levels of calcium and magnesium that resulted in fairly low TBNs after typical oil runs for diesel engines.

Since additive packages tend to be proprietary and Chevron never did respond to my email, we can only speculate as to how the elements we find in our testing relate these constraints. Maybe such low calcium and magnesium reflect a reduction in calcium sulfonate and magnesium sulfonate (the compounds that register as calcium and magnesium). While these compounds work well as detergent/dispersants and their alkalinity helps buffer acids, their presence would also boost the sulfur content – a potential problem for emissions goals. But the additive package is unique in other ways too.

Oil report for a virgin sample of Chevron Delo 600 ADF 15W/40

Figure 7

Figure 7 is a virgin sample of Chevron Delo 600 ADF 15W/40. Note the high levels of molybdenum, potassium, and boron, and low levels of phosphorus and zinc, in contrast to the more typical additive package shown in the universal averages column. Moly seems to be providing most of the anti-wear properties that phosphorus and zinc ordinarily would. Potassium is noteworthy and caught our attention right away, since it’s one of two potential markers for anti-freeze.

We’re not certain what additive compound registers as potassium in this oil, but because potassium is alkaline, perhaps it performs some of the same functions calcium sulfonate and magnesium sulfonate do in more traditional additive packages.

Interestingly, even when potassium (and sodium, which is also alkaline) is truly from coolant contamination, it can skew the TBN. Figure 8 is an example of an engine suffering from coolant contamination, which is taking a heavy toll on the bearings and physical properties of the oil. An oil change (and probably major repairs) are needed, yet out of context, the 10.0 TBN looks great. But that doesn’t mean the oil is ready for more use; rather, coolant is skewing the reading. That’s why we never judge a used oil sample by a single data point!

Oil report for a used sample of Valvoline 10W/30

Figure 8

Figure 8 shows a sample of Valvoline 10W/30, which has an average TBN of 7.2 out of the bottle. The oil was used 3,000 miles in an engine with a major coolant problem, seen in very high levels of potassium and sodium, a thick viscosity, high insolubles, and high wear levels. The TBN is very high at 10.0, but that doesn’t mean the oil is ready for more use; rather, coolant is skewing the reading.

As for Chevron 600 ADF? The jury is still out on what kind of results this oil will produce over time, since most of the samples we’ve tested so far are from young engines going through wear-in. It will be interesting to see how these engines mature, but we suspect in the end, this unique oil will perform as well as any other in the most crucial ways: lubricating, cleaning, and cooling engine parts. We’ll just have to give it some special treatment on our end, to avoid false positives for anti-freeze, and avoid putting too much stock in “low” TBNs.

We hope you’re walking away armed with knowledge and a pretty good idea whether adding a TBN or TAN is going to serve your particular aims. If you’re wanting to extend your oil changes, go for it! If you just want a basic assessment of how your engine and oil are holding up, not to worry! We can provide that with the core tests in the standard analysis. Stay tuned for Part 2 next newsletter, where we venture into the lab, and learn about the effects of heat on TBNs and TANs.

By |2024-09-19T09:13:00-04:002023|Articles, Gas/Diesel Engine, Lab Tests|Comments Off on TBN/TAN: Do You Need One?

The Acidity Question

Every now and then you hear about oil becoming acidic and causing internal corrosion in an aircraft engine. Usually that goes along with the oil absorbing water and then forming acids, but I’ve always disagreed with this statement.

It’s a well-known fact that corrosion is a problem for a lot of aircraft engines that don’t see much use, but is it really acidic oil that’s causing the corrosion, or simply bare metal parts being exposed to the atmosphere? So I decided to run some testing to see what I could find about acidity and aircraft oils.

Now, think back to high school chemistry. Remember learning about acids and bases? Normally with something like water, you measure the pH to determine how acidic or basic a liquid might be. A pH of 7 is neutral, lower than 7 is acidic, while higher than 7 is basic.

The problem with oil is, you can’t run a pH on it directly. So instead, we have the Total Base Number (TBN) and Total Acid Number (TAN) tests.

These are fairly simple tests and the basic principle is this. After you mix a measured amount of oil with some chemicals, you can run a pH on those chemicals. But that doesn’t equate to the TBN or TAN.

To get the TBN you add acid to the chemical mixture until it reaches a pH of 4. To get the TAN, you add a base to the mixture (in this case, potassium hydroxide) until the pH reaches 10. (You might wonder why we don’t just report the pH of the chemical mixture and have that be the end of it, and the answer to that is unknown, at least to me.)

The TBN test

The TBN test is commonly done on automotive oils, but not aircraft oil. That’s because the TBN always reads 0 or close to it with aircraft oil.

Automotive oil has a lot of additive packed in there and that is what the TBN reading is based on. That additive makes the TBN increase. Oil salesmen use the TBN test to help sell their oil, with the idea being that the higher the TBN, the better the oil. But the TBN is really just a testament to how much additive the oil starts with, not necessarily how well the oil will work in any given engine.

You might wonder why aircraft oil doesn’t use the same additives? It’s because the additives used in automotive oils aren’t ashless. The additives present in all aircraft oils have to be ashless, meaning when the oil burns nothing is left. This is why it’s a bad idea to use anything other than aircraft oil in your aircraft engine.

The TAN test

The TAN test is commonly done on industrial oil like hydraulic fluid. There is a theory that when oil becomes acidic it will accelerate wear and cause all kinds of problems, but that’s just a theory — and a pretty weak one in my book.

When most people think of acid, they might think of something like acid reflux and heartburn. Or maybe sulfuric acid burning a hole in their clothes, but that gives acids a bad rap. If it weren’t for acid, your food wouldn’t get digested and we’d be without a lot of very important chemical compounds. What’s more, there is no known correlation between acidic oil and higher wear that I know of.

It is commonly talked about that water in oil will cause it to become acidic, and maybe it will if the water has something to react to. But with aircraft oil, it doesn’t. The additives present aren’t sulfur-based like they are with automotive oils, so when water gets into oil, it usually just stays there until the oil gets hot enough to cook it back out.

Testing the theory

So for this newsletter article, I decided to run some TAN tests on various aircraft oils and see what shows up. Virgin aircraft oils usually have a TAN in the range of 0.4 to 0.8. It’s important to know where the TAN starts out, so you know how acidic the oil has become after use. (You’d think that oil starts out with a TAN of 0.0, but usually it does not.)

For the used oil data, we tested the TAN on 63 random aircraft samples.

Acid Chart

The average TAN reading for those samples was 1.3. That might seem like a fairly large increase, but in the oil analysis world, 1.3 is considered a low acidity reading for any type of system. A reading of 3.0 shows some acidity and anything over 4.0 can be considered fairly acidic.

The highest TAN reading we found was 2.3, but in our testing any readings over 2.0 were rare. In fact, only three samples read higher than 2.0 and none of those had water present, but two were considered inactive. Five of the samples we tested did have a trace of water present, but their average TAN was just 1.1, so we didn’t find any correlation between water and a high TAN.

Acid Chart 2

So how about inactive engines? Two samples that were inactive did have a TAN of over 2.0, but they were the exception, not the rule. We had 11 samples in our test run that were considered inactive, but the average TAN of those was just 1.2.

Based on this testing, it doesn’t look like oil acidity is really a factor at all. Does that mean you shouldn’t worry about inactivity? No — we’ve seen too many examples of poor wear from inactive engines to say that’s not a problem. What it does mean is that in our opinion you don’t need to worry about your oil being acidic. And in life, one less thing to worry about is a good thing!

By |2024-09-18T14:08:24-04:002023|Aircraft, Articles, Gas/Diesel Engine, Marine|Comments Off on The Acidity Question

Industrial Oil Analysis

Industrial machinery literally runs on oil, and that oil needs to be maintained. Oil that becomes wet, acidic, or abrasive will turn on its host (machine) and become a liability. Oil analysis can help.

Maintenance programs, when in place at all, have historically depended on a time-based change program (often at an annual shutdown). While this is better than nothing, with time-based intervals, you have no idea whether the oil actually needs to be changed or not. Changing the oil is time consuming and if you’re throwing away good oil, you’re tossing money down the drain, hurting the bottom line. 

Through analysis, you can monitor the condition of your oil to ensure the oil change interval is correct, and you can also monitor the health of machines, scheduling inspections and repairs during planned down-times instead of waiting for mechanical failures.

Moisture problems

Industrial oils run “cold” compared to other (such as automotive-use) oils, and they tend to accumulate moisture. The moisture comes from humidity in the air, or in some cases, it’s directly introduced to the oil from coolants and related systems. Moisture affects the lubricity of the oil, decreasing its effectiveness. Moisture in the oil can cause a variety of problems, such as poorly running hydraulic rams, machine seizing, and chatter.

Another negative effect of moisture in oil is acidity. Oil, by its molecular nature, cannot become an acid. But there is always a little moisture present in oil that’s operating at relatively cool temperatures, and that moisture can turn acidic. Acids in a machine’s oil sump will corrosively attack internal parts — not only the metallic parts, but the seals as well. Corroded valves become ineffective. Many headaches in a machine’s operation can be directly attributed to oil condition. Though oils do not respond to the pH test, there is a neutralization test called Total Acid Number (TAN) that can easily spot oil that is becoming problematic.

Abrasion problems

Industrial oil becomes abrasive from wear metals, abrasive dirt, and particle contamination. Too much metal in the oil can make the oil itself abrasive, causing a snowball effect in wear or seal degradation. Machine seals are lubricated by the system’s oil, and they will last a long time if the oil is maintained effectively. If not, the seals will degrade and cause leakage. Leaking machines require pans under them, which need to be vacuumed regularly, and the waste oil poses a disposal problem. Fresh oil is purchased needlessly, running up maintenance costs. Machines that leak also run the risk of being run low on oil and having improper oils used as replacement. All these expensive problems can be eliminated by keeping the oil in serviceable condition.

What about filtering the oil?

Many industrial operations hire filtration companies to filter insolubles and abrasive contaminants from their oil. Some plants operate their own filtration equipment. Filtering oil that’s currently in use is a good idea, and it helps companies avoid needlessly purchasing virgin oil products, but it has limits. Not everything can be removed by filtering the oil, and some filtration systems are less effective than others. Oil analysis can help determine which oils need filtering or changing and it can help determine the effectiveness of a company’s filtration program.

Not all wear metals and abrasive contaminants can be filtered out of the oil; they tend to accumulate and eventually reach levels that leave the oil unserviceable. A test known as the ISO Cleanliness Code (also called a “Particle Count“) can be used to rate the cleanliness of an oil sample. This test also shows the effectiveness of the machine’s in-line oil filtration.

Preventive maintenance

When a machine you depend on for your daily output fails, it costs far more than the cost of repairs; a company can lose millions in down time and lost production. When you think of it, the cost of a routine oil analysis for your machines may be the least expensive insurance you can buy to keep your machines mechanically healthy, well lubricated, and functioning trouble-free.

Need kits? Order yours today!

By |2024-09-19T10:34:13-04:002023|Articles, Industrial|Comments Off on Industrial Oil Analysis
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