Switching Oil Brands in Heavy Equipment Requires Careful Compatibility and Performance Evaluation

[MikePhua]

Why Operators Consider Changing Oil Brands
In the world of heavy equipment maintenance, oil selection is not just a matter of preference—it’s a strategic decision that affects engine longevity, hydraulic performance, and service intervals. Operators may consider switching brands due to price fluctuations, supplier availability, or evolving performance needs. While Mobil has long been a trusted name in industrial lubricants, alternatives like Kendall, D-A Lubricants, and Chevron have gained traction by offering competitive formulations and regional accessibility.
The decision to switch should be based on more than cost. It requires a close look at additive packages, detergent levels, compatibility with existing systems, and manufacturer approvals. A poorly planned transition can lead to sludge release, seal incompatibility, or premature wear.
Terminology Notes

• Detergent content: Additives that clean engine internals and suspend contaminants.
  
• Additive package: The blend of chemicals that enhance oil performance, including anti-wear agents, dispersants, and corrosion inhibitors.
  
• Alkalinity reserve: The oil’s ability to neutralize acids formed during combustion.
  
• Viscosity index: A measure of how oil thickness changes with temperature.
  

Compatibility Is More Than Matching Viscosity
When switching from one brand to another, it’s essential to confirm that the new oil meets or exceeds the specifications required by the equipment manufacturer. This includes:

• API service category (e.g., CJ-4, CK-4 for diesel engines)
  
• OEM approvals (e.g., Caterpillar TO-4, Cummins CES ratings)
  
• Viscosity grade (e.g., 15W-40, 10W-30)
  
• Compatibility with seals and elastomers used in the engine or hydraulic system
  

Mixing oils from different brands—even if they share the same viscosity—can lead to additive clash. This may result in foaming, sludge formation, or reduced lubricity. If topping off is necessary during the transition, it’s best to fully drain and flush the system beforehand.
A Story from the Rust Belt
In 2016, a small excavation firm in Ohio switched from Mobil Delvac to Kendall Super-D XA due to a local distributor offering bulk pricing. After the first oil change, the fleet experienced faster darkening of the oil, which alarmed the crew. However, analysis revealed that Kendall’s higher detergent content was cleaning residual deposits left by the previous oil. After two cycles, the engines ran cleaner, and oil analysis showed reduced wear metals. The owner said, “It looked dirty, but it was doing its job better than we expected.”
Transition Strategy and Best Practices
To switch oil brands safely:

• Perform a full drain and replace filters
  
• Flush the system if possible, especially in hydraulic circuits
  
• Monitor oil color and viscosity during the first 100 hours
  
• Conduct oil analysis to track wear metals and additive performance
  
• Avoid mixing synthetic and conventional oils unless approved by the manufacturer
  

If switching from a synthetic to a conventional oil, expect shorter drain intervals and reduced cold-start performance. Conversely, switching to synthetic may allow extended intervals and better thermal stability.
Evaluating Alternative Brands
Brands like Kendall and D-A Lubricants offer oils with:

• High detergent levels for internal cleaning
  
• Balanced additive packages for older engines
  
• Proven performance in fleet applications
  
• Competitive pricing in bulk formats
  

D-A’s Molly 5 grease and engine oils have been used in industrial fleets for decades with strong reliability records. Chevron’s Delo line also offers TO-4 and FD-1 spec oils for final drives and transmissions, meeting the demands of high-load applications.
Monitoring Performance After the Switch
Key indicators to watch:

• Oil pressure stability
  
• Engine noise and vibration
  
• Filter clogging frequency
  
• Oil darkening rate (may increase initially due to cleaning action)
  
• Fuel efficiency and exhaust clarity
  

Use lab testing to track total base number (TBN), viscosity, and metal content. This data helps confirm whether the new oil is protecting the engine as expected.
Final Thoughts
Switching oil brands in heavy equipment is not a casual decision—it’s a calculated move that requires understanding chemistry, compatibility, and machine history. With proper planning and monitoring, operators can transition smoothly and potentially improve performance. Whether driven by cost, availability, or technical advantage, the key is to treat oil not just as a fluid—but as a vital component of machine health. In the field, the right oil keeps engines alive and operations moving.