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Lubrication science

EP and AW additives, and why lithium grease is losing share

Why gear oil says EP and hydraulic oil says AW, and why calcium sulfonate complex is replacing lithium in wet, hot and heavy duty.

AW is not the same as EP

Hydraulic oil usually says AW on the label (AW 32, AW 46) and gear oil says EP. That does not mean two separate systems for two separate products. Gear oil needs AW just as much as EP, it is just not what is printed on the label.

What AW additives do

Under normal conditions viscosity does the separating, and that is the base oil's job. Where the film thins enough that high points start touching (boundary lubrication), anti-wear additives, most commonly ZDDP, react at the contact points and form a thin, self-renewing film that viscosity alone cannot provide. Hydraulic pistons, vanes and spool valves run in near-pure sliding contact, so hydraulic fluids rely on AW as their main protection.

What EP additives do

At a gear's pitch line the contact is almost pure rolling, while towards the root and tip sliding takes over and contact stress climbs fast. Gears need both: AW backs up the rolling-dominant part whenever the film runs thin, and EP handles the split-second, high-sliding moments when the contact flashes to a very high temperature and reacts with the metal, forming a sacrificial coating that keeps the surfaces from welding.

EP is not just a backup

Some gearboxes run an aggressive mix as a matter of course, such as a crusher drive or a conveyor gearbox under constant shock loading. There, EP is the primary job from the first minute. That is why the equipment nameplate and the OEM spec matter more than habit: industrial gearbox specs call out the viscosity grade and whether EP is needed, usually referring to AGMA standards.

Why lithium grease is declining

Lithium and lithium-complex have long been the thickeners of choice. They offer good mechanical stability, good water resistance and a suitable temperature range, and they are easy to find. But the NLGI annual grease production survey shows a decline: a combined share of about 70 percent earlier in the decade, 62 percent in the 2022 report and about 57 percent in the 2024 report.

What is replacing it

Choose by the application

Lithium grease is still excellent and right for many applications. Just make sure you chose it because the application calls for it and not because it is what everyone else uses.

Takeaway. Know whether the equipment needs continuous AW protection, heavy-duty EP protection, or both, and check the spec before you pick up the container, not after.
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