| by |
Mike Busch |
This article originally appeared in THE AVIATION CONSUMER and is reprinted here by permission.
|
 |
 |
 |
Complete Coverage from AVweb (Links to Related Articles) |
|
Primary Coverage
Supplemental Articles
|
 |
|
 |
 |
 |
|
Even though Mobil AV-1 has been off the market for nearly a year,
concerns about engine damage attributable the synthetic oil continue
to skyrocket. Hundreds of former AV-1 users have submitted damage
claims to Mobil for premature cylinder wear, stuck rings, clogged
prop hubs and governors, and various other powerplant maladies.
Mobil has been quietly reimbursing claimants for repairs, and
some owners have taken Mobil to court.
The latest wrinkle is a voluminous class-action lawsuit filed
in April, 1995, which seeks to force Mobil to notify owners of
the thousands of Teledyne Continental 520- and 550-series engines
formerly operated on AV-1 oil that they should immediately ground
their airplanes and submit their engines to a complete teardown
inspection, and to require Mobil to pick up the tab for both inspection
and repair.
This class-action suit is being brought by Malvern J. Gross, Jr.,
a 60-year-old retired partner of the Price-Waterhouse accounting
firm who now lives in the San Juan Islands near Seattle. Gross
is a 5,000-hour pilot, ex-president of the National Aeronautics
Association, on the board of EAA, and has owned seven different
airplanes since he started flying in 1955. Armed with the results
of teardown inspections of two low-time AV-1 engines and the testimony
of several world-class powerplant experts, Mal Gross appears determined
to get the word out that AV-1 can ruin engines, cause catastrophic
engine failures, and jeopardize life and limb.
Gross's suit is being handled by Lieff, Cabraser, Heimann & Bernstein
of San Francisco, a law firm that specializes in large class-action
cases and participated in the $4.25 billion silicone gel breast
implant settlement, the $2.2 billion GM pickup truck settlement,
and the $5.26 billion Exxon Valdez verdict. We'd guess Mobil is
taking the suit seriously.
Unlike most of the owners suing Mobil, Gross doesn't appear to
be doing this for the money, but because he passionately believes
that his fellow aircraft owners must be warned of the grave danger
of continuing to fly behind an engine that may have been contaminated
by AV-1 use. On the day Gross filed his class-action suit, his
lawyers sent a three-page press release plus the full 37-page
complaint to the editors of numerous aviation publications.
While we commend Gross for his good intentions and believe he
has an important story to tell, we're concerned that language
of his lawsuit will panic a lot of owners unnecessarily. AV-1
oil had serious problems and undoubtedly damaged some engines.
But we don't expect AV-1 engines to start falling from the sky
without warning, as the lawsuit might suggest.
Mal Gross's Experience
N210MG is a Cessna T210L that Gross purchased new in 1975. He's
put 2,900 hours on the plane since then. In November 1991, Gross
brought his airplane to Victor Aviation in Palo Alto, California,
to have its Continental TSIO-520-R engine majored. Victor overhauled
the engine to new limits, and Gross picked up the airplane in
January 1992. After 30 hours, he drained the break-in oil and
started using Mobil AV-1. He continued to use AV-1 until mid-1994,
changing oil and filter every 50 hours.
During this period, a series of compression checks revealed a
deteriorating trend of leakage past the rings. In September 1993,
a mechanic removed the prop from Gross's T210 and found significant
sludge accumulation in the forward hollow portion of the crankshaft,
which he cleaned out.
When Mobil announced that they were withdrawing AV-1 from the
market in June 1994, Gross immediately switched to AeroShell W100
and hoped his compression would start to improve. But checks in
October 1994 and January 1995 showed further deterioration, with
compression readings in the low-to-mid 60s.
Gross decided to take the plane back to Victor Aviation for borescope
inspection in January 1995. The engine now had 590 hours SMOH.
The borescope revealed signs of ring damage and excessive blow-by.
Victor pulled the #5 jug and found the cylinder wall scored and
the oil control ring badly stuck as a result of sludge accumulation.
They also pulled the prop and discovered a golfball-sized accumulation
of sludge in the crankshaft. At this point, Victor recommended
removal and inspection of all six cylinders, and Gross approved.
Gross also hired his own independent engineering consultant, Dr.
Michael Wood of Aircraft Engine Failure Investigation, Inc., and
a member of the well-respected aviation department of San Jose
State University.
When Victor removed and inspected all six cylinders and looked
inside the crankcase, they were so alarmed by the extensive sludge
deposits that they advised a complete engine teardown to determine
the condition of the crankshaft and bearings. Dr. Wood concurred
with this recommendation, and Gross agreed to have it done.
The teardown revealed main bearings that were worn, crazed, and
heat-distressed. Some showed evidence of shifting, and one bearing
tang had scored the crankcase supports enough to require the case
to be sent out for repair. The oil transfer collar was scored.
The lifter faces were pitted. All of this was evidence of lubrication
failure, and of an engine that might have failed catastrophically
if it had been operated much longer.
Thick syrupy black sludge was. found coating the insides of the
crankcase, oil cooler adapter plate, crankshaft, and crankcase
oil galleys. John Pava of Victor believes this sludge contamination
explains the lubrication failure that damaged the bearings and
transfer collar. Dr. Wood told Gross that he was "a very
lucky man" for having had the engine torn down when he did.
Ronnie Eriksson's Story
Meantime, half a world away, a Swedish industrialist named Ronnie
Eriksson was also having problems with the engine in his. 1988
Beech B36-TC Bonanza. Eriksson is a 1,700-hour pilot and flies
his Bonanza all over Europe on business. Its Continental TSIO-520-UB
engine was run exclusively on Mobil AV-1 oil after the factory
break-in oil was drained.
Like Gross, Eriksson was concerned about a deteriorating trend
of compression readings, and about the accumulation of lead sludge
found when the propeller was removed during routine maintenance.
Eriksson was also plagued by high CHT and oil temperatures, for
which he compensated by running the engine extra-rich.
In February 1995, with 633 hours total time on the airplane, Eriksson
had his engine crated and shipped to Victor Aviation for inspection
and repair. After receiving and inspecting engine, Victor informed
Eriksson that he was probably looking at a complete teardown and
major overhaul which would ground his Bonanza for months. Eriksson
jumped on an airliner and flew to California to assess the situation
personally. He brought with him his own engineering consultant,
Ulf Dahlquist, who had been Chief Inspector for the Swedish equivalent
of the FAA. So Eriksson, Dahlquist, Wood, and Pava all wound up
inspecting Eriksson's torn-down engine.
Dr. Wood characterized the innards of Eriksson's engine as the
blackest and filthiest he had ever seen in his career. The case
halves, oil pan, suction screen, crankshaft bore, oil pump, and
piston domes all had extreme buildups of heavy black syrupy sludge
similar to that seen in Gross's engine but worse. The oil control
rings were stuck, the main and rod bearings showed indications
of lubrication distress. Dahlquist and Pava both reported severe
cam lobe wear and spalling, and at least one main thrust bearing
worn completely through to the shell. All three experts agreed
that the engine would have been at risk of catastrophic in-flight
failure had it been continued in service.
Because Eriksson is not a U.S. citizen, he is not formally a plaintiff
in the Gross v. Mobil lawsuit. But his engine and testimony
figure prominently in the documents filed with the court.
A Long Time Coming
Mobil introduced its 100% synthetic AV-1 piston aircraft engine
oil with great ballyhoo in connection with the 1986 round-the-world
Voyager flight. It went on the market in 1987, after five years
of R&D and 25,000 hours of flight testing in 23 different
aircraft.. Teledyne Continental enthusiastically approved AV-1
for use in all TCM engines with oil filters. It didn't take long
before isolated cases of lead sludge accumulation became apparent
in some (but certainly not all) engines using AV-1. Both John Frank of the Cessna Pilots Association and
yours truly started
advising against the use of AV-1 in low-utilization owner-flown
airplanes as early as 1991. Our rationale was that 100% synthetic
oil is a superb lubricant but a lousy cleanser, and that cleansing
is extremely important in piston aircraft engines because of their
loose tolerances and the significant blow-by that can leak past
the rings and contaminate the oil. But while we suggested owners
not use AV-1, we honestly didn't anticipate that the lead sludging
problem could reach the severity revealed by the Gross and Eriksson
teardowns.
All the while, Mobil continued to promote AV-1 with an extremely
aggressive advertising campaign that made grandiose claims for
the product: "a cleaner engine with little or no sludge,
a 200-hour oil change interval, up to 30% less oil consumption,
10º-15ºF cooler CHTs, and up to 5% fuel savings."
Many knowledgeable engine people considered some of these claims
to be exaggerated commercial puffery, and most considered Mobil's
suggested 200-hour oil change interval to be insane. But owners
lined up to buy AV-1 at eight bucks a quart.
Then, in a move that caught most observers by surprise (and delighted
us), Mobil announced in June 1994 that it had decided to withdraw
AV-1 from the market and to repurchase all existing inventory
stocks. Mobil's press releases characterized this move as a marketing
decision.
At the same time, however, Mobil sent a letter to owners of TCM
520- and 550-series engines stating that Mobil had just learned
"during the past month" that in those engines "under
certain conditions, the lubricant is not dispersing lead from
the fuel as well as had been predicted on the basis of original
flight and factory tests." Since then, Mobil has been quietly
processing and settling individual owner claims for AV-1 damage.
(See "Mobil's Position.")Why
did it take so long for these problems to show up? The reason
appears to be that the most seriously affected engines were in
owner-flown airplanes that flew only 100 or 150 hours a year.
(See "Which Engines Are At Risk?")
Ronnie Eriksson's Bonanza is a good case in point. Erikson started
using AV-1 in 1988, not long after it went on the market. He experienced
symptoms of severe wear at only 633 hours, but it took him nearly
seven years to accumulate those hours.
What We Think About This
It's important to keep all this in perspective. During the eight
years that AV-1 was on the market, thousands of owners used it
and the vast majority had good luck and no mechanical problems.
Some noted an abnormal accumulation of lead sludge when the engine
was torn down at overhaul, but most didn't. Only a relative handful
appear to have suffered accelerated wear. We are unaware of any
case of in-flight engine failure as a result of AV-1 use.
Nevertheless, we do not doubt that the Gross and Eriksson engines
were badly trashed and at serious risk of seizure had they continued
to be flown. And we do not dispute the suggestion that perhaps
dozens or hundreds of other engines might be in the same boat.
The point is, however, that engines will almost surely exhibit
clear warning signs of impending trouble long before internal
damage becomes severe enough to cause in-flight engine stoppage.
This was demonstrably true of both the Gross and Eriksson engines,
and of several other engines we've followed that had to be overhauled
prematurely after using AV-1.
The contaminated engines all exhibited deteriorating compression
within 200-400 hours after starting AV-1 usage. Cylinder removal
consistently revealed abnormal top-end wear, stuck and sludge-fouled
oil control rings, and a thick coating of black sludge on the
underside of pistons and on visible portions of the crankcase
interior. Prop removal revealed a heavy accumulation of sludge
in the hollow portion of the crankshaft and in the prop hub, and
after the sludge was flushed out, it often redeveloped within
100 hours.
Consequently, it should be relatively easy for maintenance-aware
owners of AV-1 engines to determine whether or not they are at
risk. The great majority of them will not be. The notion that
all AV-1 engines should be torn down as a precautionary
measure seems to us like a colossal over-reaction.
We certainly don't want to sound like apologists for Mobil. It
is inconceivable that they weren't well aware of the lead scavenging
problems of AV-1 years before they withdrew it from the market.
Mobil's own pipeline-patrol airplanes reportedly stopped using
AV-1 because it gummed up their engines. Mobil engineers surely
knew that Mobil marketing people were overstating the benefits
of the product. We think Mobil should have yanked AV-1 a lot sooner
than they did. Mobil should have come clean about AV-1's shortcomings
and publicly announced their damage compensation policy, rather
than quietly dealing with disgruntled owners on a case-by-case
basis.
Mobil deserves to have their hands slapped over the AV-1 affair.
But neither Mobil nor owners should be required to tear down or
replace an engine unless clear evidence exists that the particular
engine is at risk.
Specific Recommendations
If you used AV-1 in your engine for 100 hours or more (whether
or not you're still using it or not), you should check compression
regularly (we suggest every 50 hours when you change oil) and
be alert for signs of deterioration. If you observe this, particularly
in a turbocharged engine, you might be well advised to investigate
further for signs of abnormal lead sludge deposits. The easiest
way to accomplish this is to pull the prop and look for sludge
accumulations in the hub and crankshaft. If those areas appear
clean, you're probably home free.
If the crank and prop appear to be fouled with black sludge, you
might borescope your cylinders or perhaps even pull off a jug
or two and inspect for abnormal cylinder wear and sludge-fouled
pistons and oil-control rings. While the cylinder is off, you
can inspect the inside of the crankcase for black deposits, and
inspect the cam lobes for evidence of lubrication failure.
Another danger sign in an AV-1 engine is any abnormality in propeller
operation. Both Gross and Eriksson engines had badly scored transfer
collars, and one owner we spoke to discovered that his engine
was lead-fouled only after discovering that he could not control
prop RPM.
Only if clear evidence of serious contamination is found would
we consider doing a precautionary engine teardown inspection.
Status of the Lawsuit
Gross et al. v. Mobil Corporation et al. was filed in early
April, 1995, in Federal District Court in San Francisco. With
lightening speed (by judicial standards), the Court certified
the class-action suit as a mandatory ("non-opt-out")
class. According to our legal eagles, what this means is that
all U.S. owners of TCM 520 and 550 series engines that used Mobil
AV-1 are automatically parties to the lawsuit, and furthermore
the class action probably will be their only legal remedy against
Mobil. While denying the claims of the plaintiffs, Mobil did not
argue against the Court's certification of the class...probably
because it protects Mobil against having to defend hundreds or
thousands of individual legal actions.
The Court also granted the plaintiffs' request for an order requiring
Mobil to send letters to every TCM 520 and 550 owner of record,
notifying them of the lawsuit and the plaintiffs' claims, and
instructing them how to contact the plaintiffs' law firm for more
information. (You can contact Lieff, Cabraser, Heimann & Bernstein
by telephone toll-free at 1-800-956-1009, by FAX at 1-415-956-1008, or by
email at lch@crl.com.)
In September, 1995, the Court granted a plaintiffs' motion to
expand the class to include owners of TCM 470 series engines as
well. Once again, Mobil stipulated to the motion without a fight.
The Court also set a tentative trial date in November, 1995.
AVweb will continue to follow this situation closely and
report any further significant information as we receive it. Readers
with AV-1 experiences to report are encouraged to contact us by
email at editor@avweb.com.
When TCM 520- and 550- owners were notified in June 1994 that
it was pulling AV-1 from the market, Mobil's letter included an
800-number for owners to call if they believed they had "an
oil-related mechanical problem directly attributable to your use
of AV-1."Mobil is now dealing with at least 250 acknowledged
owner claims of AV-1 engine damage, and we suspect the number
is likely a good deal higher. At first, calls to the 800-number
were being handled by John Esser and Frank Feinberg of Mobil's
marketing company, Mobil International Aviation and Marine Sales,
Inc. Later, claimants were referred to R. C. Gronwaldt in Mobil
Corporation Claims.
Owners who called Mobil were sent a claim form and asked to submit
photocopies of logbook pages, maintenance invoices, photographs,
and other proof of the legitimacy of their claim. Some were asked
to send Mobil pistons or other parts for inspection.
Most bona-fide claimants were quietly and politely offered reimbursement
for a top overhaul, pro-rated to TBO. Many owners accepted this
offer. Some who made a fuss were offered reimbursement for major
overhaul or a factory reman (again, pro-rated to TBO) plus prop
and governor overhaul and engine R&R labor. Mobil has consistently
refused to compensate claimants for aircraft downtime, nor for
engine mount or hose replacement or turbocharger and controller
overhaul.
One owner we talked to has had his aircraft down for more than
six months. Mobil offered to settle with him for nearly $18,000
covering a $26,000 factory reman pro-rated to TBO plus prop, governor,
and R&R. This owner, whose airplane is extremely critical
to his business, refused Mobil's offer and is suing.
To date, Mobil's handling of AV-1 claims has been strictly on
a "squeaky-wheel" basis. Mobil has not notified owners
that AV-1 might have damaged their engine, nor publicized the
fact that Mobil is offering some reimbursement for engine repairs
and replacement.
To claimants, Mobil admits that they are aware of cylinder damage,
stuck rings, and contaminated propellers and governors resulting
from inadequate lead scavenging by AV-1 oil. But Mobil apparently
insists to this day that they know of no case in which bottom-end
damage was directly attributable to AV-1, and dismiss as "impossible"
the idea that AV-1 users might face increased risk of in-flight
engine failure.
Mobil also contends that top-end damage attributable to AV-1 is
strictly to confined to TCM 520- and 550-series engines, and has
so far has refused (we're told) to accept claims from owners who
used AV-1 in 360s and 470s or in any Lycoming engine. We are at
a loss to explain how Mobil rationalizes this position.
While most of the owners we talked to had elected to accept the
settlement offered by Mobil, a few did not feel they were being
treated fairly and are going to court in hopes of obtaining what
they considered to be full and fair compensation. We have no way
of knowing at this point just how many owners are suing Mobil
over AV-1, but the number of lawsuits is probably significant.
Why were some engines so severely contaminated by AV-1 while most
remained clean and healthy? Nobody really knows the answer yet.
But we can make some educated guesses.
It's important to understand the mechanism at work here. Synthetic
oil like AV-1 is composed of long, smooth polymer molecules that
don't have all the little side branches that petroleum polymers
do. This makes them extremely slippery and gives them excellent
lubricating properties. Synthetic oils also lack the "light
ends" of petroleum oils that can break down under extreme
heat and create varnish and carbon deposits.
But it's those same smooth, ultra-slippery molecules that give
synthetic oil its Achilles' heel: the inability to hold lead salts
and other contaminants in suspension. The synthetic oil molecules
are simply too damned slippery to hang onto such contaminants,
so they settle out of solution and form sludge deposits, particularly
in areas of oil stagnation such as prop hubs, oil pans, and the
inside of pistons.
Tetraethyl lead is an octane enhancer used in avgas. It doesn't
belong in the oil. Two compression rings on each piston seal the
combustion chamber and keep combustion confined to where they
belong. As long as the rings do their job well, the lead will
go out the exhaust pipe and the oil will stay relatively lead-free.
But if combustion byproducts leak past the compression rings,
a vicious cycle can begin. The third piston ring is the oil control
ring, a spring-loaded slotted ring that receives oil from tiny
feed holes in the piston and is responsible for spreading an oil
film on the cylinder walls. If exhaust blows by the compression
rings and fouls the oil control ring, its ability to lubricate
the cylinder walls is compromised. Lack of lubrication results
in accelerated wear of the cylinder and rings, further reducing
compression and creating more blow-by. Within a few hundred hours,
the compression may be down to the low 60s and the engine may
be filthy with gooey black sludge. Some blow-by is inevitable,
and engine oil is supposed to hold a reasonable amount of contamination
in suspension so it may be drained out at the next oil change.
Unfortunately, AV-1 didn't do this as well as petroleum-base oils.
We believe that AV-1 engines that exhibit good compression test
results are probably not at much risk of sludge formation and
sludge-induced lubrication problems. Engines that exhibit early
deterioration of compression are at greatest risk.
Turbocharged engines appear to be much more likely to be contaminated
because their higher combustion chamber pressures make blow-by
more of a problem. The Gross and Eriksson engines were both turbo'd,
and every owner we talked to in researching this article turned
out to have a turbocharged engine. Ironically, AV-1 was especially
popular among owners of turbos because of its resistance to coking
under high heat.
It looks to us as if low-utilization engines (typical of most
owner-flown aircraft) are more likely to be contaminated than
ones that fly every day (such as Part 135 operators). The oil
film on cylinder walls tends to strip away during periods of disuse,
resulting in cylinder wall corrosion and metal-to-metal scuffing
at the next engine start. Hence, low-utilization engines tend
to wear cylinders faster.
At oil-change time, the sump should be drained immediately after
flight while the oil is still hot and agitated. Otherwise, contaminants
have time to settle out of suspension and form sludge deposits.
This is good practice for all kinds of oil, but was especially
crucial with AV-1.
The use of extended oil change intervals (as touted by Mobil's
advertising) would have made the problem much worse. We spoke
with a few owners who changed their AV-1 at 100-hour intervals,
although most changed every 50 hours.
Finally, proper leaning is very important. Rich mixtures greatly
aggravate the lead sludging problem because the fuel is not completely
burned and the exhaust gas is loaded with lead and other unburned
byproducts. This was clearly a contributing factor for Eriksson.