Afton's ILSAC GF-7 Update

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ILSAC GF-7 Specification Development Update for ILMA members

PCMO Marketing Manager Afton Chemical

Industry Proposed Category Timing

EPA CAFE changes

- Three separate specification changes

- Phased before and after PC-12

- Not aligned to proposed GM dexos upgrade

- ILSAC upgrade out-of-phase with EPA regulation changes

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SP PLUS
GF-6B PC-12 dexos1 Gen 4
GF-7 0W-8/12

Implications – Afton perspective

Additive companies

 Future specification changes mandated as OEMs are frustrated with current industry approach

 ILSAC GF-6 specification lifetime at least 8 years

 Potential for specification proliferation – ILSAC, GM dexos™, IFC

Oil marketers

 Multiple category changes requiring relicensing, rebranding and/or re-labelling

 No technology shift associated with initial changes has negative commercial impact

 Additional market cost of specification proliferation

NA OEMs

 No meaningful oil performance improvement in line with MY25 EPA emission legislation change

 No proactive industry approach to address application needs e.g., warranty issues

 Unable to effect meaningful change within current industry consensus model

• New specifications are delayed or diluted or both

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Afton Proposal

We strongly support GF-7 development

 we want a new category

We want GF-7 introduced as soon as possible

 ILSAC proposed timing means GF-6 lasts 8 years

 Likelihood of further delays increases with the complexity of the category

 Spec lifetime of 5 years is better than 10 years

We support challenging yet achievable limits in GF-7 that correlate to tangible product improvements that benefit OEMs and consumers

We believe current GF-6 specification is weak and allows sub-standard technology to be licensed & marketed, which does not help OEMs achieve future mandated performance improvements for vehicles and avoid warranty concerns

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AftonChemical.com 2023 © Afton Chemical Corporation, All Rights Reserved. Not to be copied, shared, or reproduced in any media without the express written permission of Afton Chemical Corporation. 2022 2023 2024 2025 2026 2027 2028 Afton’s
PC-12 dexos1 Gen 4
simplify by combining SP PLUS, 0W-8/12 GF-6B and parts of GF-7
Simplified Category Development Timing GF-8 GF-7
Concept:

ILSAC GF-7 (Q1 2025) Proposed Limits

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Engine Test Parameter ILSAC GF-6 (May 8, 2019) ILSAC Proposal Q1 2025 Viscosity grades SAE J300 SAE 0W,5W-20, 0W,5W,10W-30 GF-7A: 0W,5W-20, 0W,5W,10W-30 GF-7B: SAE 0W-16 MRV 60,000 cP 40,000 cP NOACK wt%, max 15.0% 15.0% Phosphorus wt% or ppm, max 0.06-0.08 0.06-0.08 Sulfur ppm, max ≤ 0.5 ≤ 0.5 Sulfated ash wt%, max 1.0% 0.90% BRT avg. grey value ≥ 100 ≥ 100 Gelation index Index 12 Modified proc. Bosch Injector D6278 KV100, cSt, min xW-20 6.5 xW-30: 8.5 Seq. VIII S-I-G TEOST 33C mg, max 30 30 E85 Emulsion No separation No separation SEQ IIIH PVIS,% 100 100 AWPD, merits 4.2 4.6 SEQ IIIHA MRV, cP 60,000 60,000 SEQ IIIHB Phos Ret., % 81 81 Engine Test Parameter ILSAC GF-6 (May 8, 2019) ILSAC Proposal Q1 2025 SEQ IVB AVLI 2.7 2.7 FEWMEOT 400 400 SEQ VH AES, merits 7.6 7.6 RCS, merits 7.7 7.7 AEV50, merits 8.6 8.6 APV50, merits 7.6 7.6 SEQ VIE XW20 FEI SUM, % 3.8 4.3 XW20 FEI 2, % 1.8 2.1 XW30 FEI SUM, % 3.1 3.6 XW30 FEI 2, % 1.5 1.8 10W30 FEI SUM, % 2.8 3.0 10W30 FEI 2, % 1.3 1.4 SEQ VIF 0W16 FEI SUM, % 4.1 4.3 0W16 FEI 2, % 1.9 2.1 SEQ VIII BWL, mg 26 26 Mod. HTCBT Pb, ppm max -- -Cu, ppm max -- -SEQ IX AvPIE 5 5 Max per Iteration 8 8 SEQ IX (After Aging) AvPIE 5 Max per Iteration -- 8 SEQ X CHST, % 0.085 0.080

Industry Implementation of Afton GF-7 Proposal

Afton believe that real performance advantages beyond GF-6 can be delivered now

 We believe the Afton proposal benefits all stakeholders in the lubricant industry

 Need to remove “consensus committee’ barriers to timely adoption of advanced technology

Afton proposal offers ILSAC the performance and protection requested in the original GF-6 category definition

 Tightens defined warranty specification to delete sub-standard GF-6 oils from the market

 Meaningful performance improvements in a timeframe aligned with legislative changes

 Commitment to timely development of new performance tests for future GF-8 category

Industry are aligning behind an accelerated and simplified GF-7 category

 ILSAC issued draft specification requirements April 2023

Afton will commit to develop a new platform candidate dataset supporting the revised ILSAC GF-7 proposal

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