It has been shown experimentally that boundary friction is proportional to load (commonly known as Amontons’ law) for more than 500 years, and the fact that it holds true over many scales (from microns to kilometres, and from nano-Newtons to Mega-Newtons) and for materials which deform both elastically and plastically has been the subject of much research, in order to more fully understand its wide applicability (and also to find any deviations from the law). Attempts to explain and understand Amontons’ law recognise that real surfaces are rough; as such, many researchers have studied the contact of rough surfaces under both elastic and plastic deformation conditions. As the focus on energy efficiency is ever increasing, machines are now being used with lower-viscosity lubricants, operating at higher loads and temperatures, such that the oil films separating the moving surfaces are becoming thinner, and there is a greater chance of mixed/boundary lubrication occurring. Because mixed/boundary lubrication occurs when the two moving rough surfaces come into contact, it is thought timely to review this topic and the current state of the theoretical and experimental understanding of rough-surface contact for the prediction of friction in the mixed/boundary lubrication regime.

The impact of lubricants on energy efficiency is considered. Molecular details of base oils used in lubricants can have a great impact on the lubricant's physical properties which will affect the energy efficiency performance of a lubricant. In addition, molecular details of lubricant additives can result in significant differences in measured friction coefficients for machine elements operating in the mixed/boundary lubrication regime. In single machine elements, these differences will result in lower friction losses, and for complete systems (such as cars, trucks, hydraulic circuits, industrial gearboxes etc.) lower fuel consumption or lower electricity consumption can result.

Automotive engines are believed to operate predominantly in the hydrodynamic regime, as evidenced by the (1) the successful strategy of reducing lubricant viscosity to reduce engine friction and improve vehicle fuel consumption, and (2) for most engine operating conditions, direct measurements of engine friction (either motored or fired) find that engine friction increases with increasing engine speed. However, certain components in an engine are known to operate mainly in the mixed/boundary lubrication (e.g. the valve train) and other components (such as the piston rings) operate in the mixed/boundary regime for a portion of the time. In order to quantify the amount of mixed/boundary lubrication in an engine, and in the individual components of the engine, motored and fired friction tests have been carried out for a range of lubricants (of differing viscosity grade, and with/without friction modifier additives). A full discussion of the implications of this work, which includes the impact of fuel dilution and “running-in” is included with insights given into how the work reported here guides the development of future fuel-efficient engine lubricants.

A critical review of recent work on fuel lubricant interactions is undertaken. The work focusses on liquid fuels used in diesel and gasoline vehicles. The amount of fuel that contaminates the lubricant depends on driving conditions, engine design, fuel type, and lubricant type. When fuel contaminates a lubricant, the viscosity of the lubricant will change (it will usually decrease), the sump oil level may increase, there may be a tendency for more sludge formation, there may be an impact on friction and wear, and low speed pre-ignition could occur. The increased use of biofuels (particularly biodiesel) may require a reduction in oil drain intervals, and fuel borne additives could contaminate the lubricant. The move towards the active regeneration of particulate filters by delayed fuel post-injection and the move towards hybrid electric vehicles and vehicles equipped with stop-start systems will lead to increased fuel dilution. This will be of more concern in diesel engines, since significant fuel dilution could persist at sump oil temperatures in the range of 100–150 °C (whereas in gasoline engines the more volatile gasoline fuel will have substantially evaporated at these temperatures). It is anticipated that more research into fuel lubricant interactions, particularly for diesel engines, will be needed in the near future.

The motivations for the move to electrified vehicles are discussed with reference to their improved energy efficiency, their potential for lower CO₂ emissions (if the electricity system is decarbonized), their lower (or zero) NO_x/particulate matter (PM) tailpipe emissions, and the lower overall costs for owners. Some of the assumptions made in life-cycle CO₂ emissions calculations are discussed and the effect of these assumptions on the CO₂ benefits of electric vehicles are made clear. A number of new tribological challenges have emerged, particularly for hybrid vehicles that have both a conventional internal combustion engine and a battery, such as the need to protect against the much greater number of stop-starts that the engine will have during its lifetime. In addition, new lubricants are required for electric vehicle transmissions systems. Although full battery electric vehicles (BEVs) will not require engine oils (as there is no engine), they will require a system to cool the batteries—alternative cooling systems are discussed, and where these are fluid-based, the specific fluid requirements are outlined.

A detailed analysis of ‘squeeze’ lubrication effects in piston rings and reciprocating line contacts is reported. Inclusion of ‘squeeze’ effects leads to significant oil film thicknesses at reversal positions, and the pressure distribution in the lubricated contact can extend over the full face of the contact, whereas in models which neglect ‘squeeze’ effects, oil film thicknesses are predicted to be zero at reversal positions, and only half the contact is wetted. If it is desired to reduce friction losses without affecting durability, it is shown that one interesting ‘co-engineering’ option would be to use a lower viscosity lubricant, and at the same time, use ‘flatter’ piston rings. This is shown to lead to both lower friction and higher oil minimum film thicknesses. The model developed for piston rings can be applied to reciprocating line contacts with very little modification, and once again, it is found that the inclusion of ‘squeeze’ effects has a significant impact on oil film thickness, and it is also shown that the friction force is different dependent on the direction of sliding of the contact.