Introducing the New Shell Omala Range of Industrial Gear Oils • Choosing the right gear oil • Key benefits and value delivery • Product performance Use this area for cover image (height 6.5cm, width 8cm) Copyright of Shell International Petroleum Company 2010 June 2010 1 Why are Gears Necessary? Electric Motors (AC) run at specified speeds (3600, 2400, 1800 rpms) Machines run at speeds normally MUCH less than the electric motors Gears reduce the speed of the motor to match the machine The resulting speed reduction increases ―torque‖ which is the Power to do the work The increase in torque has to be transmitted through the strength of the 1) gear teeth, 2) coupling, 3) shafts and 4) bearings All gears take the input rotational speed and change to ―usable‖ speed and in the direction of the machine being driven Sometimes gears are used to ―Increase‖ the speed for compressors or turbomachinery Copyright of Shell International Petroleum Company 2010 June 2010 2 Gears – Parallel Shafts Spur Gears Straight cut teeth Only a minimal amount of teeth in contact at any given time Can be somewhat noisy (chattering) Can only carry a low level of loading Copyright of Shell International Petroleum Company 2010 Planetary Gears Sometimes called epicyclic gears Involves multiple outer gears (planets) revolving around a single gear (sun) The outer ring will assist in rpm reduction or increase Exhibit higher power densities than parallel axis gears Offered in many gearing combinations Downside: generally complex, may be inaccessible and have high bearing loads. June 2010 3 Gears – Parallel Shafts Helical Gears Teeth cut at an angle More than one tooth in contact at any given time Thrust loading has to be considered Capable of carrying moderate to high loads Not as noisy as spur gears Copyright of Shell International Petroleum Company 2010 Double Helical Gears (Herringbone) Teeth cut at an angle Number of teeth in contact has increased even more Decreases thrust loading as seen in Helical Gear sets Capable of carrying moderate to high loads June 2010 4 Gears – Angled Shafts (Change of direction) Straight Bevel Gear Right angle – Input to output shaft Straight cut teeth Can be noisy, just like spur gears Can only carry a low level of loading Spiral Bevel Gear Right angle – Input to output shaft Teeth cut at an angle More teeth in contact Quieter than straight bevel gears Copyright of Shell International Petroleum Company 2010 June 2010 5 Gears – Angled Shafts (Change of direction) Hypoid Gear Right angle – Shaft centerlines off-set Teeth cut at an angle but also curved somewhat High degree of sliding Can handle a high amount of loading Found in rear axle differentials – rear driven vehicles Copyright of Shell International Petroleum Company 2010 Worm Gear Usually a steel worm and bronze wheel Used for high reductions Right angle – Maximum shaft off-set Tooth loadings relatively light Exclusive sliding action Worm can be below or above the gear June 2010 6 Gear Oil Functions No. 1 - Provide Lubrication fluid film to adequately separate components (I.e. gear sets and bearings) Controls friction Controls wear Minimize corrosion – Steel, yellow metals, seal materials Act as cooling medium Dampen shock loads Handles contamination – water, dirt, entrained air Copyright of Shell International Petroleum Company 2010 June 2010 7 Factors Influencing Lubricant Selection Gear type Open or closed Gear materials and surface finish Worm (High Viscosity) Case Hardened or Through Hardened gearing Hypoid – Boundary Operating temperature Helical, spur, bevel Speed Load characteristics Lubricant selection should always be based on manufacturers’ recommendations if available Copyright of Shell International Petroleum Company 2010 June 2010 8 Gear Oil Properties & Product Types Viscosity Foaming Tendency Oxidation Stability Demulsibility Adhesiveness EP Protection Multipurpose Use Misting Properties Rust / Corrosion Protection Compounded Low Temperature Flow Mineral Oil or Synthetic More… OEMs generally know what they want! Copyright of Shell International Petroleum Company 2010 June 2010 9 Market Trends: Gear Box Design Gear Box technology is changing. Lubricant technology is changing. Customer demands and operational needs are changing. Maintenance and operational techniques are changing Copyright of Shell International Petroleum Company 2010 Gear units above all have the same output torque June 2010 10 Market Trends: Gear Box Design Gear boxes (and oils) are forced to withstand increasingly tough operating conditions due to: Trend towards more compact units Severe operating conditions and temperatures Higher performance expectations (downtime unacceptable) Extended operating periods before scheduled maintenance This leads to: Increased operating temperatures Increased loads and pressures Increased exposure to water and other contaminants All this is in direct contradiction to what the customer actually wants Therefore, focus on gear Extended gear box life Extended oil life oil is higher than ever! Greater gear box efficiency Copyright of Shell International Petroleum Company 2010 June 2010 11 June 2010 12 PRESENTATION OVERVIEW Highlights and features of the new portfolio Navigating the Shell Omala portfolio of industrial gear oils Identifying the new products Understanding the performance hierarchy Old New Product Conversion Products in Detail Shell Omala S4 GX – Advanced Synthetic Industrial Gear Oil Shell Omala S4 WE – Advanced Synthetic Gear Oil for Worm Gears Shell Omala S2 G – Our Leading Industrial Gear Oil Additional Information and Resources Copyright of Shell International Petroleum Company 2010 INTRODUCING THE NEW PORTFOLIO - HIGHLIGHTS Shell Omala: Helping you choose the right oil for your equipment and business. The new portfolio features: Simple Easier Clear to understand naming and range structures to choose benefits and tiering Improved performance Extensive equipment maker approvals Building on the legacy of one of the world’s leading brands of industrial gear oils. Copyright of Shell International Petroleum Company 2010 June 2010 13 June 2010 14 1.0 Navigating the Shell Omala Portfolio of Industrial Gear Oils Identifying the new products Understanding the performance hierarchy Old New portfolio conversion Copyright of Shell International Petroleum Company 2010 IDENTIFYING THE NEW PRODUCTS Developed with our customers in mind: New naming and associated information designed to help confident product choice Tested with customers Unique suffixes, descriptors and icons to communicate applications and benefits For example: Application or Benefit and application descriptors benefit indicator Performance level (tier) indicator, higher is better Application icons Copyright of Shell International Petroleum Company 2010 June 2010 15 UNDERSTANDING THE SUFFICES AND ICONS The following suffixes and icons are used in conjunction with the Shell Omala range of industrial gear oils. These feature on product labels, brochures and other communications materials PRODUCT SUFFIX & APPLICATION ICON KEY Copyright of Shell International Petroleum Company 2010 June 2010 16 THREE DIMENSIONS OF PERFORMANCE: DEFINING THE PRODUCT RANGE HIERARCHY Customers recognise that industrial lubricants such as gear oils can deliver value to their operations in three ways: 1. Protection • Asset life/return on capital • Fewer breakdowns 2. Oil Life • Less maintenance • Increased productivity 3. System Efficiency • Maintain performance • Energy efficiency* Our new portfolio is designed to let you choose the right level of protection, oil life and system efficiency to meet your needs * Certain products only Copyright of Shell International Petroleum Company 2010 June 2010 17 EASY TO UNDERSTAND: RELATIVE PERFORMANCE A simple ―check chart‖ helps identify the performance benefits of one product versus another All performance differences are supported by technical data Copyright of Shell International Petroleum Company 2010 June 2010 18 SHELL OMALA: EASY TO CHOOSE, EASY TO UNDERSTAND KEY FEATURES Shell Omala ―G‖ Range Extreme-pressure formulations for spur and bevel enclosed industrial gears Copyright of Shell International Petroleum Company 2010 Shell Omala “W” Range Low-EP grades suitable for use with yellow metal components Synthetic technology in Tier 4 Wide range of OEM approvals June 2010 19 HOW DOES THE NEW PORTFOLIO RELATE TO THE OLD? The table below summarises the conversion from the old product name to the new product names Copyright of Shell International Petroleum Company 2010 June 2010 20 2.0 Products In Detail Shell Omala S4 GX Shell Omala S4 WE Shell Omala S2 G June 2010 Copyright of Shell International Petroleum Company 2010 21 INTRODUCING SHELL OMALA S2 G KEY FEATURES & BENEFITS Formulated to provide extra protection and performance for industrial gears Designed to provide long life and keep gears working efficiently Excellent water and corrosion protection Widely recognised and approved by leading equipment manufacturers Copyright of Shell International Petroleum Company 2010 June 2010 22 SHELL OMALA S2 G: SHELL’S LEADING INDUSTRIAL GEAR OIL Shell Omala S2 G are high quality, extreme-pressure oils you which can help provide trouble-free performance in most enclosed industrial gear boxes using steel spur and helical gears. They are recommended for: Enclosed industrial spur and bevel gearboxes – for excellent protection and performance in extreme-pressure and highly loaded gear systems. Bearings and other components – for circulating and splashlubricated systems. Copyright of Shell International Petroleum Company 2010 June 2010 23 DESIGNED TO PROTECT: HELPS INCREASE SERVICE LIFE AND MAXIMISE YOUR RETURN ON INVESTMENT Shell’s leading industrial gear oil: — Every part of your machine or process has been meticulously engineered. — You want a lubricant that has been designed to ensure your equipment is well protected and runs efficiently. Shell Omala S2 G can help achieve this by providing excellent wear protection. — Demonstrated performance in the four main wear tests: Copyright of Shell International Petroleum Company 2010 June 2010 24 DESIGNED FOR LONG OIL LIFE: TO HELP REDUCE MAINTENANCE TIME AND INCREASE AVAILABILITY Limiting fluid degradation can help to prolong oil life. Shell Omala S2 G is designed to help you operate your equipment for longer without interruption – for reduced maintenance requirements and enhanced productivity. In the industry-standard oil life test, Shell Omala S2 G achieved up to 27% less thickening than the maximum allowed. — After 312 hours at 121ºC (ASTM D2893) Copyright of Shell International Petroleum Company 2010 June 2010 25 DESIGNED FOR HIGH EFFICIENCY: HELPING INDUSTRIAL GEARS PERFORM AS THEY WERE DESIGNED. Shell Omala S2 G is designed to increase productivity by helping equipment to meet or exceed its design capabilities under challenging conditions. Compared with the industry minimum requirements, it offers: — up to 67% faster water separation to help ensure efficient and constant lubrication. Copyright of Shell International Petroleum Company 2010 June 2010 26 DESIGNED FOR HIGH EFFICIENCY: HELPING INDUSTRIAL GEARS PERFORM AS THEY WERE DESIGNED. Today’s gearboxes are working harder than ever in hostile and dirty environments Shell Omala S2 G is specially formulated to guard against foam problems that may lead to gear box wear, oxidation, loss of lubricant and loss of viscosity. Shell Omala S2 G significantly exceeds industry requirements for foaming resistance to protect your equipment ...even when contaminated with cement dust (1% cement, in ASTM D892 Seq II testing). Copyright of Shell International Petroleum Company 2010 June 2010 27 SHELL OMALA S2 G PROVIDES RELIABLE, COST EFFECTIVE PERFORMANCE TO HELP BENEFIT YOUR BUSINESS Excellent all round protection for gears and bearings Excellent oil life exceeding the industry standard requirements Extremely wide range of OEM approvals and listings For the most demanding applications consider synthetic Shell Omala S4 GX Copyright of Shell International Petroleum Company 2010 June 2010 28 REAL WORLD VALUE DELIVERY: LONG MAINTENANCE INTERVALS AND REDUCED OVERHAUL COSTS Case Study 1: Dongying Artificial Board China — Used LubeAnalyst to switch from a competitor product o Shell Omala S2 G the customer was able to extend ODI from 1 year to 1.5 years — Value delivered reported as: $8,000 per year approx Case Study 2: Cement Mill - Asia — Gearbox over-temperature was shutting down the plant in times of high demand. — Switching to Omala S2 G 680 resulted in 10C lower temperature — Value delivered reported as: $16,000 approx Copyright of Shell International Petroleum Company 2010 June 2010 29 June 2010 30 2.0 Products In Detail Shell Omala S4 GX Shell Omala S4 WE Shell Omala S2 G Copyright of Shell International Petroleum Company 2010 INTRODUCING SHELL OMALA S4 GX KEY FEATURES & BENEFITS Synthetic oil designed to provide extra long life and excellent protection under high loads Resists breakdown by over long periods and high temperature operations Designed for severe or remote operations such as wind-turbine use Recognised and approved by leading OEMs Copyright of Shell International Petroleum Company 2010 June 2010 31 SHELL OMALA S4 GX: A VERSATILE, ADVANCED, SYNTHETIC INDUSTRIAL GEAR OIL Shell Omala S4 GX is Shell’s fastest growing industrial gear oil to provide your gear service with extra long life and excellent protection under high loads. It is recommended for: A wide range of enclosed industrial gearboxes, particularly those under high load where enhanced micro-pitting protection is required. Systems requiring high levels of reliability – particularly recommended for remote installations such as wind turbines, where maintenance is infrequent and access can be difficult. Extended life operations – for long-life applications, particularly where extreme temperatures or pressures may be encountered Copyright of Shell International Petroleum Company 2010 June 2010 32 DESIGNED TO PROTECT: HELPS INCREASE SERVICE LIFE AND MAXIMISE YOUR RETURN ON INVESTMENT Proven to have excellent load carrying capacity and exceptional micropitting performance to help: — Provide longer gear and bearing life than mineral oil-based products. Shell Omala S4 GX can help achieve this by: providing up to 90% less bearing wear than standard FAG test limits significantly exceeding the minimum gear protection requirements, even during double speed testing. Copyright of Shell International Petroleum Company 2010 June 2010 33 DESIGNED FOR LONG OIL LIFE: HELP YOU OPERATE LONGER TO REDUCE MAINTENANCE TIME Limiting fluid degradation can help to prolong oil life. Designed to help equipment operate for longer without interruption – for reduced maintenance requirements and enhanced productivity. Proof: of Performance: In an industry-standard oil life test, Shell Omala S4 GX achieved up to 47% less thickening — than the maximum allowed after 312 hours at 121ºC — note that the lubricant is still within the industry standard limit after 34 days Copyright of Shell International Petroleum Company 2010 June 2010 34 DESIGNED FOR HIGH EFFICIENCY: HELPING INDUSTRIAL GEARS PERFORM AS THEY WERE DESIGNED A gear oil needs to protect and lubricate efficiently. Shell Omala S4 GX is designed to increase productivity by helping equipment to meet or exceed its design capabilities under challenging conditions. Shell Omala S4 GX: provides up to 78% faster water separation to help provide efficient and consistent lubrication has a 35% lower friction coefficient than Shell Omala S2 G to help reduce energy losses Copyright of Shell International Petroleum Company 2010 June 2010 35 SEE HOW TRADING UP TO SHELL OMALA S4 GX CAN BENEFIT YOUR BUSINESS Exceptional micro-pitting performance for enhance protection Recommended for protection with oil drain intervals of up to 4 years* Longer Oil Life to help Reduce Maintenance Costs 27% less oil thickening than Omala S2 G in standard tests**. High Efficiency Lubrication Excellent air release and water separation to help provide strong consistent oil films and low-friction to help reduce frictional energy losses. * Based on Flender approval ** ASTM D2893 test method. Copyright of Shell International Petroleum Company 2010 June 2010 36 REAL WORLD VALUE DELIVERY: LONG MAINTENANCE INTERVALS AND REDUCED OVERHAUL COSTS Case Study 1: Gold East (Jiangsu) - China —Used LubeAnalyst to switch from a competitor to Omala S4 GX in severe paper machine applications —500% increase in oil drain intervals and lower oil volume usage —Value delivered reported as: $6,000 per year approx per year Case Study 2: Norilsk Nickel - Australia —Upgraded to Shell Omala S4 GX to help cure over-heating mill drives, lengthen oil life and improve efficiency. —Potential to double oil life and a 2.1% energy efficiency measures —Value delivered reported as: $74,000 approx per year Copyright of Shell International Petroleum Company 2010 June 2010 37 June 2010 38 2.0 Products In Detail Shell Omala S4 GX Shell Omala S4 WE Shell Omala S2 G Copyright of Shell International Petroleum Company 2010 INTRODUCING SHELL OMALA S4 WE KEY FEATURES & BENEFITS Designed to help maximise worm-gear life and energy efficiency Formulated with polyalkylene glycol base oils Offers excellent service life and wear protection for worm and spur gears Is widely recognised and approved by leading equipment manufacturers Copyright of Shell International Petroleum Company 2010 June 2010 39 SHELL OMALA S4 WE: SHELL’S ADVANCED SYNTHETIC HEAVY DUTY INDUSTRIAL WORM DRIVE GEAR OIL Featuring a polyalkylene glycol base oil, which is designed to help maximise worm-gear life and efficiency Shell Omala S4 WE designed to help you increase productivity and cut maintenance costs Applications include: Industrial worm-drive reduction systems – for use in severe operating conditions such as high load under extreme temperature conditions. Extended life operations – for long-life applications, particularly where exceptional protection is required for inaccessible locations, for example wind turbine yaw bearings or where high temperature or pressures may be encountered Suitable for bearings and other components in splash-lubricated systems. Contains polyalkylene glycols and is not compatible with mineral oils or many synthetic oils. Contact your Shell representative for changeover procedures. Copyright of Shell International Petroleum Company 2010 June 2010 40 DESIGNED TO PROTECT: HELPS INCREASE SERVICE LIFE AND MAXIMISE YOUR RETURN ON INVESTMENT Excellent load carrying capacity to help providing long component life even under shock loading conditions. Exceptional micro-pitting resistance Performance demonstrated by: up to 70% less worm-gear wear than Shell Omala S1 W up to 45% less spur-gear wear than Shell Omala S1 W Copyright of Shell International Petroleum Company 2010 June 2010 41 DESIGNED FOR LONG OIL LIFE: TO HELP REDUCE MAINTENANCE TIME AND INCREASE AVAILABILITY Limiting fluid degradation can help to prolong oil life. Designed to help you operate your equipment for longer without interruption – for reduced maintenance requirements and enhanced productivity. In an industry-standard oil life test, Shell Omala S4 WE has over twice the oil life. — Compared with conventional oils such as Shell Omala S1 W Copyright of Shell International Petroleum Company 2010 June 2010 42 DESIGNED FOR HIGH EFFICIENCY: HELPING INDUSTRIAL GEARS PERFORM AS THEY WERE DESIGNED. A gear oil needs to protect and lubricate efficiently. Shell Omala S4 WE is designed to increase productivity by helping equipment to meet or exceed its design capabilities under challenging conditions. Performance demonstrated by: over 10 % greater worm-gear efficiency than a standard mineral oil a 75% lower friction coefficient than conventional oils such as Shell Omala S1 W Copyright of Shell International Petroleum Company 2010 June 2010 43 SEE HOW TRADING UP TO SHELL OMALA S4 WE CAN BENEFIT YOUR BUSINESS Lower wear and longer oil life compared to conventional oils — Fewer unplanned shutdowns and longer equipment life High efficiency lubrication low-friction and demonstrated energy efficiency benefits Copyright of Shell International Petroleum Company 2010 June 2010 44 REAL WORLD VALUE DELIVERY: LONG MAINTENANCE INTERVALS AND REDUCED OVERHAUL COSTS Case Study 1: Costa & Costa Lda – Portugal — Large gearboxes used in macadam washing equipment: Customer needed to maximise availability and reduce energy cost — Shell Omala S4 WE replaced conventional products to give longer oil life, lower wear and energy savings — Value delivered reported as: $ 289,000 pa Case Study 2: Tyre Manufacturer – Asia — Productivity impacted by 3 monthly worm gear oil changes. — Changed from local mineral product to Shell Omala S4 WE and increase oil life to 3 years+ — Value delivered reported as: $18,000 approx Copyright of Shell International Petroleum Company 2010 June 2010 45 SUMMARY & FURTHER INFORMATION Shell Omala S4 WE offers real-world value delivery. Shell has developed and marketed value-adding oils for year. Customers around the world are benefiting from switching to Shell Omala S4 WE. For instance: —one tyre manufacturer extended its oil-drain intervals from three months to three years in curing press gearboxes to increase productivity —customers operating worm gears, in particular bronze / steel gear sets, have increased gear life by using Shell Omala S4 WE dedicated worm-gear oil —crane and winch operators have benefited from the superior protection of Shell Omala S4 WE and increased the life of their systems. Many customers across a wide range of industries have benefited from the proven, robust and reliable lubrication of Shell Omala S4 WE. Further information available includes: —Product brochures; Technical Data Sheet & Case Studies Copyright of Shell International Petroleum Company 2010 June 2010 46
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