None of the essays in How to Read Now (2022) by Elaine Castillo appear to have been previously published in print elsewhere. Elaine Castillo, is the author of the novel America is Not the Heart (2018) 1No Wikipedia entry as of September 2022; for plot summary see 2018 review in the Guardian..
Author
The millennial writer Elaine Castillo, (born in 1984: finished high school at the end of the millennium) is a member of the Creative class who has achieved some esteem for her writing. She is not a tenured academic or a member of a profession. She is a member or descendant of the diaspora of inhabitants of the Philippine archipelago. Her parents settled in Milpitas, a suburb of San José, in the San Francisco Bay area of California. Her life experiences and views are different than those of other women of Philippine ancestry raised and schooled in the USA, such as the journalist Maria Ressa or the writer Jenny Odell. She describes herself as a bisexual cis (cisgender) woman and identifies as Filipinx.
The Essays
White Readers
In the essay, “How to Write Now”, Ms. Castillo writes:
Bad reading isn’t a question of people undereducated in a more equitable and progressive understanding of what it means to be a person among other people. Most people are vastly overeducated: overeducated in white supremacy, in patriarchy, in heternormativity. Most people are in fact highly advanced in these economies, economies that say, very plainly, that cis straight white lives are inherently more valuable, interesting and noble than the lives of everyone else … It’s not a question of bring people out of their ignorance – if only someone had told me Filipinos were human, I wouldn’t have massacred all of them!
White supremacy is a comprehensive cultural education whose primary function is to prevent people from reading – engaging with, understanding – the lives of people outside its scope. … The unfortunate influence of this style of reading has dictated that we go to writers of color for the gooey heart-porn of the ethnographic: to learn about the forgotten history, harrowing tragedy, community-destroying political upheaval, genocide, trauma; that we expect those writers to provide these intellectual commodities …
….
I have no desire to write yet another instruction manual for the sociocultural betterment of white readers. … Equally, I don’t see a sustainable way to continue in my industry without reckoning with the rot at is core, which is that, by and large, the English language publishing industry centers the perspective and comfort of its overwhelminly white employee base and audience, leaving writers of color to be positioned along that … structure: as flavors of the month …
… Writers of color often find themselves doing the second, unspoken and unsalaried job of not just being a professional writer but a Professional Person of Color, in the most performative sense …
….
Pride is not always one of the best qualities to be abundant in … ; if you’re proud but treated a little or lot like shit by … boys … , or lighter skinned wealthier Filipinx friends, or white teachers, you have a tendency to … start rumbling the first person who blinks at you funny.
In the essay “Reading Teaches Us Empathy, and Other Fictions”, Ms. Castillo suggests that most writers do not write for unexpected readers:
… someone who not remotely imagined … by the creator of that artwork or anyone in its scope; someone who was not included as the people of a certain book or certain author. … I’m always reminded of it when I read a book or watch a television program and someone … mentions “Filipino houseboys”; … there’s always the sense that those people and their expected reader or viewer are talking among themselves, that I am walking in on a conversation that I wasn’t meant to witness …
… The fact that I am an unexpected reader … meant that I was very rarely in any assumed complicity with a writer or the world she created. … It meant I never felt comfortable in anyone’s dialogue or descriptions; no one ever wrote about the California I lived in, even … the … California chroniclers like Steinbeck and Didion.
….
… a white supremacist reading culture means that we are conditioned to accept that some of our work is … expected to comfort; that the work of writers of color must often in some ways console, educate, provide new definitions … Whereas white writers must be free to offend, transgress, be exempt, be beyond politics …
How to Read Now
Speaking Her Truth
The title of the essay “Reality is All We Have to Love” is explained in a quote from the English art critic John Berger’s essay on the films of Pier Paolo Pasolini, “The Chorus in our Heads” in the 2007 collection Hold Everything Dear. She discusses, first, her disagreement with an unnamed literary magazine that asked her to write an introduction to a collection of photographs, rejected her work and “killed” the project. She included her draft article in the essay. The draft essay begins with her history of the American military installation Clark field near Angeles City on Luzon, northwest of Manila, and the children of Filipina women, who were abandoned by Americans who worked at the base. Her draft said:
… the object of Dad is Gone’s melancholy gaze is named in the title. The two Bangkok-based white Swiss photographers have come to Angeles City to document and mourn .. where dad went … Angeles City’s residents are decentered, reduced to tragic ellipsis, or obscured from view altogether.
How to Read Now
The essay suggests that the American military is still operating bases in the Republic of the Philippines. The USA ended its direct imperial relationship with the archipelago when recognized Philippine independence in 1946. The USA operated Clark Field and Subic Bay until 1991. Clark Air Base has been a Philippine Air Force facility since November 1991. Ms. Castillo does not appear to have been involved in the history and politics of the Republic of the Philipines.
The essay also relates stories from her time as a student in a graduate writing program at Goldsmiths College, University of London about her views of Henry James’s works Daisy Miller and The Turn of the Screw, and her response to an assignment involving what she dismissively calls “a tragedy fluff-porn piece” by British journalist James Fenton. Castillo criticizes the students, the curriculum and the faculty of Goldsmiths for “the intellectual inattention that permeated the writing program … especially when it came to stories about marginalized people, and in particular victims of sexual assault”. She says that “any pointed discussion of politics interwoven with aesthetics [got her] branded as the Angry Brown Girl … “. She says she spent an unhappy, unremarkable year “… in an institutionally racist and intellectually incurious program” and “I am not the only student of color to have been underserved …”. She suggests that she was working on her first novel, but took care not to share any of it in her courses- for fear that the school might take credit for her ideas or influence her writing.
She discusses Berger’s writing, mainly a short story “Woven, Sir”, which she reads as a story told elliptically by an adult survivor of sexual abuse. She discusses some comments by male writers who did not think the story was a story to by an adult survivor of sexual abuse.
In another essay “The Children of Polyphemus” the 1849 Spanish colonial Claveria decree that required that all Filipinx families adopt Spanish surnames. The Spanish sought to simplify some administrative and reporting tasks by ordering people to identify themselves. Her complaint about this event seems to say that it was a genocidal attack on indigenous culture, which caused contributed to a social stratification. She also cites this as evidence of one of the ways that white Europeans historically oppressed Filipinx people. The Claveria decree served the needs of the colonial government of the islands by the Spanish empire. The decree was a practice discussed by James C. Scott in Seeing Like a State (1998), criticized as disrespecting the traditional social structures of the colonized people.
Elaine Castillo may have intended to explain the effects of empire on her family, but her objective are no apparent.
Art is Political
The essay, “Reading Teaches Us Empathy, and Other Fictions” is largely about whether the Austrian writer Peter Handke (awarded the 2019 Nobel Prize in Literature) should be respected as a writer. Ms. Castillo writes:
… The idea that fiction build empathy is one of incomplete politics, left hanging by probably good intentions. … usually readers are encouraged … to read writers of a demographic minority in order to learn things …
… empathy is not a one-stop destination; it … it requires work. … Not just when a … gifted author has managed to make a community’s story come alive for a quick zoo visit …
Ms. Castillo does not discuss the reaction of other critics who said Handke was a fascist defender of the white racist Serbians who committed war crimes against Albanians during the Kosovo War. Her judgment on Handke is that his “art” is based on his empathy for white male Europeans. A protagonist in a Handke novel witnesses an act of vandalism by a neo-Nazi, becomes angry, murders the vandal and dumps the body. Castillo says this is part of:
… [the character’s] easily trackable pattern of impulsive self-justified acts of violence …
How to Read Now
Ms. Castillo goes on:
For [the character], violence is a quasi-metaphysical force of nature … – not something that he commits …
….
Foreigners [in white Austria] … appear as symbolic figures … without any real agency or sustance of their own.
….
[The character] thinks of himself as the lone man against the world, the vigilante meting out justice on impulse … [The character is] the white suburban Austrian, who despairs of his country, its noisy foreigners …
….
… he’s angered by what the swastika signifies to him about Austria … He’s … ashamed by what … it digs up in him, what it doesn’t let him forget.
….
Handke writes … the white man blues with a goose-step beat.
How to Read Now
Ms. Castillo writes, in an aside in “Reading Teaches Us Empathy, and Other Fictions”, that Jane Austen could be read, in spite of her silence on race and on the reliance of the English upper and middle classes on the slave trade in the 18th century, because there is a way to read Austen as one of a number of white middle class women who probably were against slavery.
Ms. Castillo criticized several modern English-speaking female writers. She wrote about Joan Didion in the essay “Main Character Syndrome”, mainly that Ms. Didion had not written as if she had expected to address readers like Ms. Castillo, and Ms. Didion’s approves of the “crackpot realism” of Americans turned loose on on other parts of the world. Ms. Castillo’s main criticism of J.K. Rowling in “The Limits of White Fantasy” is that Ms. Rowling is a transphobe. Ms. Castillo criticizes Rowling, and Margaret Atwood in “The Limits of White Fantasy” as writers whose “narrative universes overwhelmingly center[s] white protagonists”. Also, Castillo says that Atwood employs flagrant Orientalism and dodgy portrayal of Asian women.
American Myths
In the essay “Reading Teaches Us Empathy, and Other Fictions”, Ms. Castillo says:
… the fantasy of American freedom has always been … a dream of … pioneer individualism. built on the back of slave labor and the theft in indigenous land …
How to Read Now
She maintains that the USA in its wars with Spain, and in defense of business interests, occupied and colonized territory in the Caribbean, Central America and the South Pacific including the Philippine archipelago.
She notes the tendency of Americans, in telling their own history, to say that America is an experiment in freedom and an exception in world history, and to gloss over American actions in other essays, including “Honor the Treaty”, which is based on her visit to Australia and New Zealand to attend the Sydney and Auckland writers’ event in 2019, and in her discussion of the HBO series broadcast version of the graphic SF novel The Watchmen. The HBO version, with
its storyline of vigilantes aiding the police against a white supremacist “7th Kavalry” – run by a Klan-like organization called the Cyclops – waging war on the police to challenge US reparation grants to Black persons and other govenment efforts to combat white privilege;
its storyline of white supremacists blaming Blacks and liberals for eroding white settler privileges;
The 2019 HBO Watchmen series is almost political enough for Ms. Castillo, but she finds it weak in episodes with Asian characters or referring to Vietnam.
Representation
Ms. Castillo uses “representation” in the sense of visibility in the media.
Her essay “The Children of Polyphemus” has a passage about her childhood fascination with the 1997 television production of Cinderella. That show, with Brandy, Whitney Houston, Whoopi Goldberg was Disney’s first live action movie version of Disney’s 1950 animated version of the French folk tale, and had a racially diverse cast. Ms. Castillo notes the role played by Paolo Montalban in that production. Castillo discusses to the original Cinderella story written in French in 1697, and the history of pumpkins (and other squashes) as North American plants cultivated by indigenous people, including Caribbean islanders. Castillo writes about negative representation or lack of representation of Filipinx, Asian, and gay and bisexual people in Western media, and the lack of roles for Filipinx people in visual media.
Her essay “Autobiography in Asian Film; or What we Talk about When When We Talk About Representation” discusses movies with Filipinx characters and movies made by Asian filmmakers. Ms. Castillo is critical of the 2004 movie The Life Aquatic, written, directed and produced by Wes Anderson. She is concerned about the role of Filipinx characters as “pirates”. Ms. Castillo has a fond recollection of the 2001 movie Monsoon Wedding. Ms. Castillo praises movies directed by Wong Kar-Wai (Kong Kong), Hou Hsiao-Hsien (Taiwan), and Park Chan-Wook (Korea).
Ms. Castillo says she supports “liberation politics” but criticizes what she calls “Representation Matters Art”. She says the latter “relies us mistaking visibility for things it is not – liberation, privilege, justice” and “loves for all of us to be uniformly and heroically oppressed …”. She says that Liberation Matters Art does not parse out “how intra-Asian racism and the desperate income inequality between Asian ethnic groups that make up the chimera …’the Asian American community’ “. She argues that Representation Matters Art is a “wing of the attritive arts of white supremacy: it’s the kind of art you make when someone has told you to prove you’re a human …”.
Folklore and White Supremacy
In Greek mythology the Cyclopes are giant one-eyed creatures who live on Sicily and islands north of Sicily. Three Cyclopes, each a descendent of a Greek god, are mentioned in Greek literature. The Cyclopes had not invented ships and were not said to have been sea travellers. The Odyssey is ” … is one of two major ancient Greek epic poems attributed to Homer. It is one of the oldest extant works of literature still widely read by modern audiences. It follows the Greek hero Odysseus, king of Ithaca, and his journey home after the Trojan War. After the war, which lasted ten years, his journey lasted for ten additional years, during which time he encountered many perils and all his crew mates were killed.” In Book 9 of the Odyssey, the Cyclopes are described as:
… an overweening and lawless folk, who, trusting in the immortal gods, plant nothing with their hands nor plough; but all these things spring up for them without sowing or ploughing, wheat, and barley, and vines, which bear the rich clusters of wine, and the rain of Zeus gives them increase. Neither assemblies or council have they, nor appointed laws, but they dwell on the peaks of lofty mountains in hollow caves, and each one is lawgiver to his children and his wives, and they reck nothing one of another.
Wikipedia, The Odyssey
Odysseus and his men landed on an island near the land of the Cyclopes. “Godlike” Polyphemus, the “greatest among all the Cyclopes” lived as a shepherd on the island. Odysseus and his men slaughtered wild goats on the island. The men entered the cave of Polyphemus, where they found all the cheeses he had made and stored there. Polyphemus sealed the entrance of the cave with a massive boulder killed and ate two of Odysseus’s men. Odysseus devised an escape plan in which he, identifying himself as “Nobody,” plied Polyphemus with wine and blinded him with a wooden stake. When Polyphemus cried out, his neighbors left after Polyphemus claimed that “Nobody” had attacked him. Odysseus and his men escaped the cave by hiding on the underbellies of the sheep as they were let out of the cave and sailed off.
Some mythology claimed that Polyphemus had a female lover and 3 children, who are the ancesters of the Celts, Illyrians and Gauls. None of any children of Polyphemus are mentioned in the Odyssey.
Ms. Castillo begins the essay “The Children of Polyphemus” with a quote fromPlaying in the Dark: Whiteness and the Literary Imagination, the 1992 work by Toni Morrison in which Ms. Morrison said that as a writer she trusted her ability “to imagine others and [her] willingness to project consciously into the danger zones such others may represent for me” and was drawn to the ways all writers do this: the way Homer renders a heart eating cyclops so that our hearts are wrenching with pity”.
… Our mainstream literary discourse continues to read writers of color ethnographically … and white writers universally … Not least of all because the primary literary gaze in American literature is still presumed to be white. … even the … idea that fiction build empathy is an inheritor of this colonial practice …
….
We know that the stories we inherit and erase … are never neutral of ahistorical …
How to Read Now
She sees Odysseus and the Greeks as the invaders of the island occupied by an indigenous person who justifiably captured the invaders and killed some of them. She compares Odysseus to Christopher Columbus, who wrote to the monarchs of Spain, of the inhabitants of the Caribbean islands:
… the people are ingenious, and would become good servants and I am of opinion that they would readily become Christians … I intend at return to carry home six of them … that they may learn our language.
How to Read Now
Impressions
Identity and Story
Elaine Castillo uses language familiar to digital natives and users of social media, and the idiomatic language of the social media sites she uses. She uses jargon familiar to persons educated in the language of literary criticism. Elaine Castillo identifies as part of intersecting oppressed groups. She is a modern university educated person whose attitudes are clearly expressed or signalled:
Enthusiasm for left-wing socially liberal “progressive” political discussion;
She asserts the right of persons who recall abuse or assert a history of trauma to identify their harms and blame their oppressors; and
She implies that she is specially talented and sensitive and maintains she has been oppressed by men, heterosexuals and white people.
Historical Harm
Ms. Castillo blames European or American imperialism and colonialism for the last few centuries of the history of South-East Asia and the island archipelagoes, and for injustice against Filipinx people including inter-Asian injustice and inter-Filipinx injustice.
Her essays say that white people caused harm to colonized people, for centuries. Many, perhaps most, modern historians would agree that she has summarized the facts of history correctly. The history of the United States of America was dominated by English settlers, and latter by white immigrants from Europe who managed to assimilate and were eventually recognized. American cultural practices accorded status, until the early 20th century, to English and a few other West European settlers (Dutch, German, Scots?, Irish?) and their descendants. Some later immigrants as were accepted in white American society. Many people of conscience, who are not woke, agree that Americans were aggressive, used force to support American economic and business elite interests, and harmed other nations, as national policy, in the 18th, 19th and 20th centuries. The policy was implemented by elites but was popular and was democratically supported. Her views of American history are sound. The Europeans who settled in America displaced indigenous people, imported labour and extracted or exploited the resources of North, Central and South America, South Asia, South-East Asia, East Asia and the island archipelagoes of the southern oceans.
The United States recognized the rights of the inhabitants to the Philippine islands to form their own government. America has ceased to govern. The governments of the Philippines have been elitist, autocratic, populist and confused. Americans have been interested in natural disasters and events along the edges of the South China Sea to the extent that such events are reported in the news published by American media.
Ms. Castillo does not address centuries of territorial conflicts and Chinese influence in South-East Asia, the 20th century activities of Japanese imperialism, or the injustices of the Marcos and Duterte regimes in the Republic of the Phillipines.
Her view that America does not understand its history of oppression of enslaved, indigenous and colonized people, is correct. Americans have maintained optimistic ideas that America:
has an exceptional morality and system of government,
is making progress towards becoming a perfect society, and
at any given time in history, provided opportunities for everyone to live the American dream.
Representation & White Privilege
Ms. Castillo says that western literature is unfair to indigenous people and their descendants. Her position on the race of characters in literature is similiar to the positions of many BIPOC writers in the late 20th century. Rosalie Harrison, in an interview of the SF writer Octavia E. Butler, noted:
White writers … have tended to include black characters in science fiction only to illustrate a problem or to advertise the writer’s distaste for racism; black people in much science fiction are represented as “other”.
Rosalie Harrison, 8 Equal Opportunity Forum Magazine 30 (1980) “Sci-Fi Visions: An Interview with Octavia Butler”, reproduced in Conversations with Octavia Butler, University of Mississippi Press (2010)
Her discussion of “Representation Matters Art” fails to add to discussions of Tokenism or Queerbaiting, or other complaints about authenticity, cultural appropriation, woke capitalism and posing in the production of books, the performance arts, business and popular culture in the U.S.A, in late 20th century.
She also says that western literature is unfair to
women,
to persons who are not heterosexual and
persons who are not white.
She maintains all white people have white privilege, and that while people who do not acknowledge it are systemic racists, fragile, and defensive. Essentially, she argues that white privilege is white supremacy. This was a theme in the 2019 television version of the SF graphic novel, The Watchmen.
Her publisher sold the book as a a diversity training book by presenting her as as an angry, proud young BIPOC woman fighting racism and the patriarchy. She tries to distinguish her views from those of the popular diversity training books, and criticizes the lip service the media pays to diversity and inclusion.
She appears to want to see more diverse actors in better roles to representing diverse people positively on screen. She does not say what she want to see in movie characters. More empowered bisexual Oriental and Filipinx women?
An artist cannot be recognized unless someone is able to buy the work and sell reproductions to a paying audience. Publishers, collectively, have a monopsomy. They can buy what she creates because they have the money (capital to invest) and a business of selling published works to a market of booksellers. They get a return by selling copies of published works to paying buyers. She had some choice among publishers but no choice about having to sell to a publisher. Are the pies of opportunity, visibility, and reward big enough to keep every member of every identified group visible in a positive way under any economic system? It is unfair to talented writers, but …
How to Read Now will appeal mainly to readers who “dare to dream”, and readers who want to be seen to be being open to new ideas. Her expressed sense of victimhood and grievance will please readers who share her views. These essays appear to have been written to take advantage of an opportunity to sell a book that appeals to persons who want to be seen to be woke.
Bread has some sodium without salt, but the main source of sodium is salt. Humans can taste salt but cannot know how, by taste, much salt is in their food, or how much sodium they are consuming. The reasons that too much salt makes food taste bad but a small amount improves flavour have not been explained by anatomical research on the human sensory organs. (“salt … enhances the taste of other foods … making them more palatable and relatively sweeter”, Salt enhances flavour by suppressing bitterness, Nature, Vol. 387, Issue 6633, pp. 563 (1997)).
Salt contains 39.3% sodium by mass. 1 tsp. of table salt weighs 5.7 grams, and contains 2,240 mg. of sodium.
Sodium is a micro-nutrient. It is necessary to metabolism, in small amounts. The minimum physiological requirement for sodium is between 115 and 500 milligrams per day depending on sweating due to physical activity, and whether the person is adapted to the climate” according to the papers cited in the Wikipedia article Sodium in Biology.
1,200 to 1,500 milligrams per day intake for sodium is adequate. On average, people in the USA consume 3,400 milligrams of sodium per day, an amount that promotes hypertension. The American government has advised that the average adult person should not consume more that 2,300 milligrams of sodium per day. The American Heart Association recommends the USDA recommendation should be 1,500 mg. per day. The World Health Organization sets the level of 1,500 mg. per day.
Bread baked with salt or a high sodium chemical leavening agent cannot be purchased in a grocery store or even a small bakery. Commercial bakers may have departed from the industrial standard of adding salt to dough in the amount of 1.8 to 2 % of the flour, by weight, but will not explain the process to wholesale buyers or retail consumers. The amount of sodium in a “serving” may be on a Nutrition Facts label if the bread is packaged for retail sale.
The BC chain Thrifty’s (a branch of the Canadian national chain Sobeys) had a sodium free whole wheat loaf before 2019, but it disappeared from the stores.
Sodium Sources – Bread Ingredients
Minor
Wheat flour, yeast, vital wheat gluten and cider vinegar contain small amounts of sodium, according to samples in the USDA FoodData Central database:
Wheat flour has 3 mg. sodium per 100 grams – 3 cups of flour in a typical medium loaf weighs over 400 g. and has 10-12 mg. sodium;
Instant Yeast has 75 mg. sodium per 100 grams – 3 grams of instant yeast has 2 mg. sodium;
Vital Wheat gluten has 8 mg. in 1 Tbsp. (8 grams);
Cider Vinegar has .77 mg. sodium per tablespoon.
Milk, buttermilk, cheese, eggs and other ingredients used in baking bread have sodium. The yeast used to leaven bread (or the coatings used to preserve yeast) has sodium.
Food consumed with bread contributes sodium – e.g. butter, margerine, mayonnaise, mustard, prepared meat, pickles, mustard, spreads, jams etc. Nutrition Facts labels, required to be accurate to nearest gram, will claim 0 sodium. USDA FoodData Central tables may show as little as 1 mg. in 100 gram units.
Salt
Salt is an element of most bread leavened with yeast (including leaven made from a sourdough or other starter). Salt is often used in recipes made with chemical leavening agents which include sodium. Dough made with a chemical leavening agent are mixed but not kneaded.
Salt is the major source of sodium in bread. The accepted standard for yeasted bread, in industrial baking and for recipe writers in the late 19th century, the 20th century, and the early 21st century has been salt in the ratio of 1-2% of the flour by weight. The reasons for this ratio may have been explained somewhere. The ratio was established as industrial and home baking evolved, before scientific experiments on the role of sodium were performed, and scientific theories were published. The ratio was established when salt become an affordable commodity, at a time when the health effects of sodium were not known.
Bread recipes for home bakers can be assumed to be refer to table salt with standard crystal size and to refer to manufactured marked measuring spoons, leveled off.
Salt in a bread recipe for home bakers is frequently (almost always):
1½ tsp. – i.e. 8.6 g. in a 3 cup recipe for a 1½ lb. medium loaf. Few medium loaf recipes exceed 8.6 grams of salt per loaf;
2 tsp. in a 4 cup recipe for a 2 lb. large loaf.
This ratio became established when industrially produced bread became the standard by which people recognized palatable bread.
For volume measurement for small batches, ½ tsp. (2.85 grams) of table salt for 1 cup of wheat flour – whether bread flour, all-purpose flour or whole wheat flour is standard. Converting to weight, this matches the commercial practice.
The sodium in a loaf, or a slice, can estimated, assuming 1 loaf yields 18 slices. The daily sodium intake by eating 8 slices (4 sandwiches) a day, made with bread made with salt in the ratio of salt in amount stated in a medium loaf, without taking other sodium sources into account:
Salt tsp.
Salt grams
Sodium per medium loaf milligrams (mg.)
Sodium per slice, mg.
Sodium mg. 8 slices daily
½
2.9
1,120
62.2
498
¾
4.3
1,680
93.3
746
1
5.7
2,240
124.4
996
1¼
7.1
2,800
155.6
1,245
1½
8.6
3,360
186.7
1,493
1¾
10
3,920
217.8
1,742
2
11.4
4,480
248.8
1,992
Baking Soda & Baking Powder
Baking soda, also known as sodium bicarbonate, is used in baking as a chemical leaving agent. Baking soda has some other uses in cooking, and several other uses. It is also used as an ingredient in manufacturing baking powder. Some nonyeasted baking recipes use both baking powder and baking soda. 1 tsp. of baking soda has 1,246 mg. of sodium. A medium loaf of a typical soda bread will have at least 1 tsp. of baking soda.
Baking powder is a chemical leavening agent used in baking. It has less sodium than baking soda, but is still a significant source.
There are sodium-free substitutes for the chemical leavening agents, available for sale online through outlets such as Healthy Heart Market:
a baking soda substitute called Energ-G, manufactured by Energ-G Foods Inc., Seattle, Washington, USA. It is made with calcium carbonate. It is
a baking powder substitute called Featherweight manufactured by Hain Pure Foods, Boulder, Colorado, USA. It is made with calcium carbonate.
Avoiding sodium means eating less bread or eating bread made with less sodium. Low sodium yeast bread involves using less salt.
Calculating sodium in bread
The sodium in a loaf of bread can be determined by measurement and calculation. Weigh salt, baking soda, baking powder, milk, milk powder, eggs and other ingredients that contain sodium – even consider flour and yeast – and apply standard factors to get sodium content. I have been adding notes on the amount of sodium in baking ingredients to my baking ingredient table, appended at the end of this post. I refer to those notes and calculate the amount of sodium in the ingredients of a loaf of bread.
A loaf baked in a pan 9 inches long high can be sliced into 18 slices, each ½ inch thick. The amount of bread in a slice will depend on the area of the slice, which is dependent on its dimensions in the plane at a right angle to the length of the loaf. A large (2 lb.) loaf baked in a large pan (oven or long horizontal bread machine pan) will be 9 inches long, but differ in its other dimensions. A medium (1.5 lb.) loaf baked a large pan will weigh less, and have less salt, than a large loaf.
It is possible to estimate the amount of sodium in a slice of bread by dividing a loaf 9 inches long into 18 slices and counting slices. A person might eat 8 slices cut from a medium loaf 9 inches long per day, but less slices cut from a large loaf 9 inches long.
I have columns in spreadsheets for my regular bread recipes, with columns for the ingredients for medium loaves, for quantities, and for calculation (e.g. B%).
I have a column of cells for:
the Na mg. (sodium, in milligrams) in each ingredient in a medium loaf, and
calculation cells for
total Na mg. per medium loaf,
Na mg. per slice (loaf ∕18) and
daily consumption (slice x8).
Bread
Flour & water
Flour, water, salt and yeast are normal ingredients in bread, regardless of how it is mixed, kneaded and baked. Once yeast or salt has been mixed with water, a baker cannot go back. When dough is worked in bakery, the baker can add water or flour during kneading to get the dough wetter or drier and affect texture. A baker has some control of time and and the conditions where the dough is held as it ferments and rises.
Yeast
Breads (except some flatbreads and crackers) require flour, water and a leavening agent – usually bakers yeast. Yeast affects rising time, loaf shape and size, crumb structure (regular with small spaces or large irregular spaces), flavor, loaf spring, and the amount of time it takes to prepare and bake a loaf. Yeast can be controlled by measurement and choice of yeast, and by taking time. Dough rises faster with more yeast. The additional yeast costs more and affects the taste of the bread. The right amount of yeast is vital knowledge for any baker.
During the 20th century, wet yeast cakes were manufactured, but superceded by dry yeasts. First, there were active dry yeasts. Then active dry yeast became more active, and the coating changed. Late in the 20th century dry yeast was improved and evolved into instant yeast and other very similar products with new names – Rapid-Rise, Quick Rise, Bread Machine. It is all dried, coated, bakers’ yeast. Active Dry yeast measurement for recipes that call for active dry yeast have to be converted for instant yeast if a user wants to substitute an instant yeast.
Salt
Zero Salt
Leaving salt out can reduce some of the expense, time and effort of making bread. Flavour can be ignored if the bread simply provides bulk and starch. This can depend. The absence of salt it less noticed in the context of a highly flavoured meal.
Salt is not required in roti or equivalent unyeasted flatbreads in South Asia, many other flatbreads.
Salt has been observed to affect dough and bread for centuries. Bakers, millers and other industrial actors involved in bread making developed recipes and processes, and developed industrial science. In the 19th and 20th centuries industrial baking scientists and academic food scientists pursued questions that concerned them. Some of their research has been published publicly, and become known. Bakers used salt to improve their products when salt mines began to produce inexpensive salt for the markets in Europe.
Salt is an ingredient in most recipes for leavened bread. Italian Pane Toscano (Tuscan Bread). Pane Toscano is a rare exception. It is known by a nickname that translates to “tasteless bread”.
Food Writing
Food writing for bakers and for the general public has tended to focus on cooking methods, recipes and taste. This informationcan be vague about scientific detail.
Some academic science affected baking and food processing – the modern science of microbiology was started by Louis Pasteur’s 19th century work. The science explaining the chemistry and biochemistry of baking did exist until the 19th and 20th centuries, and has changed.
The cooking/baking writer Beth Hensperger wrote, explaining the role of salt in bread baking for home bakers and bread machine users at the end of the 20th century:
Salt is a flavor enhancer and plays a role in controlling the activity of yeast. … salt is optional in bread but a lack is very noticeable in the finished flavor. Too much salt, on the other hand, leaves a bitter taste and can inhibit yeast activity. Too little salt leaves a flat taste and can cause the dough to feel slightly slack in the kneading. …
Beth Hensperger, The Bread Bible, 1999
… the little bit [of salt] that most recipes call for acts as a stabiliser so that the yeast does not overferment. It helps to condition and toughen the protein strands so that they do not break easily during the rising process and the dough expands smoothly.
….
Without the right amount of salt, the dough will rise too fast. This especially true in the environment of the bread machine, which is warm and very hospitable to the yeast.
Beth Hensperger, The Bread Lover’s Bread Machine Cookbook, 2000
Daniel DiMuzio, discussing artisanal baking, said:
Salt … strengthens the gluten bonds, … extending the amount of time necessary to develop gluten in dough. It also functions as an antioxidant, effectively reducing reducing the loss of caroten pigments and … flavor components during mixing.
Daniel T. DiMuzio, Bread Baking (2010), p. 51
Bakers, baking teachers and cookbooks warn that reducing salt changes bread, and downplay the health effects:
Salt is added to bread dough at approximately 1.8 to 2% of the weight of flour. Sticking to this percentage ensures there is enough salt present in the dough to do its very important job. Once you start to decrease that amount, the quality of your bread starts to decline as well.
Generally, we advise bakers to not leave out salt entirely when making bread. Not only will your dough be slack and difficult to work with (the worst!), but the baked loaf will turn out bland and flavorless. The good news is, the amount of salt in the average slice of bread is actually very small, so it’s generally worth it to stick to the measurement called for in a recipe. …
….
Salt has four important functions in bread, all the way from kneading to eating. Most crucially, it:
Some bakers’ folk knowledge is contradictory. Does salt kill mold and opportunistic micro-organisms and make bread last longer? Does salt keep bread moist? Does salt promote the conditions under which mold and opportunisitic micro-organisms will infest and spoil bread?
Science
Dough
Emily Buhler addressed science and the hands-on experience of kneading dough in her practical and concise book in Bread Baking (2006, revised 2021). She explained what happens to wheat flour and water when they are mixed, with yeast (and salt) kneaded and baked.
Wheat flour, milled from ripe seed kernels, is mainly starch, containing complex sugar molecules and protein molecules. When flour is mixed with water, yeast and salt, the water molecules do not bond with the flour. Water, a polar solvent, surrounds and suspends rather than dissolving protein molecules. Bread dough is a colloid of proteins in water (this kind of colloid is a “sol”). Electrical attraction between positive charged atoms in the proteins and negatively charged oxygen atoms in water molecules holds the water molecules in a polar orientation.
Fermentation
Bakers have known for centuries that salt inhibits the rising of the dough (the fermention of the glucose by the yeast and the release of gas by the yeast). In the last couple of centuries, when industrial yeast was cultivated and processed into wet yeast cakes, the effect of salt was seen in a problem in handling wet yeast cakes; when a wet yeast cake is exposed to salt for enough time, the salt (salt is hygroscopic) can suck water molecules from the wet yeast. The yeast cake breaks down and many cells die; the diminished cake is too small to mix and ferment the dough effectively. The traditional view (in the 19th and 20th century sense of tradition) was that:
Dry (active or instant) yeast cells are invisibly tiny living single-celled fungi, dormant after being grown in a factory, processed and dried, A visible “grain” of dry yeast is a clump of dormant cells, mixed with nutrient and coating. The water in dough dissolves the clumps of instant yeast (also active dry yeast. The practice of putting active dry yeast in warm water before adding it to dough is still followed and recommended by many for home baking and bread machines).
The yeast releases enzymes that break down complex sugars in the starch to glucose, a simple sugar, which the yeast consume. The proteins bond to each other in water and form gluten. In anerobic fermentation the yeast produces alcohol and CO₂ (carbon dioxide), a gas. The gas is trapped in gluten,which makes the dough inflate and rise.
salt kills yeast, and
should be kept separate from yeast.
Salt kills yeast when there is an error in storage of ingredients of the timing of the mixing process. When dough is mixed, the salt is distributed and diluted in water.
Emily Buhler in Bread Baking (2006, revised 2021) addressed:
Yeast and Bacteria in sub-chapter 2.2 of the Bread Chemistry Basics chapter;
Fermentation in sub-chapter 2.3 of the Bread Chemistry Basics chapter;
Taste and Colour in sub-chapter 2.4 of the Bread Chemistry Basics chapter; and
What Happens to Bread in the Oven in sub-chapter 7.2 of the Proofing and Baking chapter.
The strains of bakers’ yeast grown by the corporate employees of the companies that make processed dry yeast – active or instant – break down enough of the starch in the flour to a simple sugar that yeast consumes. When yeast consumes simple sugar, it produces CO₂ gas that is trapped in the gluten, causing the dough to rise. The yeast, in anaerobic fermentation, also produces alcohol – the flavour effects of the alcohol produced by industrial bakers’ yeast are minor. Some other microorganisms break down alchohol and produce flavours but this often doesn’t happen within the time dough is kneaded and baked.
Salt inhibits yeast, wet or dry, according to several studies. Emily Buhler addressed Salt and fermentation in sub-chapter 2.9 of the bread science chapter of Bread Baking (2006, revised 2021). Salt dissolved in water releases ions (charged atoms) that affect the movement of water molecules through yeast cellular walls so that the net osmosis is that the cells shrink, crenating the yeast cell walls.
Gluten
When salt is left out, the bread will develop gluten “naturally” from the biochemical actions of the proteins in the flour in water (autolyze). Without salt, the gluten does not stretch as much.
Emily Buhler addressed Salt and Gluten in sub-chapter 2.10 of the bread science chapter of Bread Baking (2006, revised 2021) . She cites:
early 20th century work correlating salt to measured and observed characteristics of gluten,
mid 20th century work on the polarity (electrical charges) of amino acids,
work in the ’60s on proteins in solution, and
a 1977 paper on the effect of salt in proteins in solution.
Emily Buhler did not discuss vinegar, as such, in Bread Baking (2006, revised 2021).
A neutral, as opposed to a low pH (high acidity), or high pH (high basicity) solution affects “conformation” – unfolds or unpacks a twisted string of the molecules – of the gluten proteins. Pure water, pH 7, is neutral. Sea water, pH 7.5, is mildly basic. Salt in solution changes the conformation – a charged solution (with salt ions) shields charged sites on the protein and “tightens” the gluten. The salt affects the way the proteins respond to the mechanics of mixing and kneading.
Vinegar, with pH as low as 2.5, is acidic.
Crust Colour
The heat of the oven affects the production of gas by the yeast, and the escape of gas. In the first 10 minutes, the expansion of the heated gas, before the gas escapes, makes the loaf springs. Then the heat diffuses in the gas inside the loaf and bakes the interior of the loaf – the crumb. The yeast dies when the bread is baked, which does not harm the flavour of bread. Most of the starch in the flour becomes the crumb of the loaf.
The heat of the oven or bread machine dries the crust into the chewier or crisper crust. The colour is created by Maillard reactions which typically proceed rapidly from around 140 to 165 °C (280 to 330 °F). Many recipes call for a temperature high enough to ensure that a Maillard reaction occurs. At the crust, sugars and amino acids also react in the heat of the oven to form flavour molecules. The crust is not airtight. It lets C0₂ escape as the loaf bakes, and eventually lets water vapour escape from a baked loaf.
Reducing Salt
Baking
General
Dough needs to be leavened lift to rise. A zero-salt bread needs as much yeast as a loaf with the normal amount of salt. For instance: Beth Hensperger’s bread machine recipes for Tuscan Peasant Bread (or Pane Toscana) mix and knead a sponge. It seems to be a workable method of baking a rustic no-salt loaf. Her yeast measurement for this loaf is lower than her many conventionally salted bread machine loaves. This should be checked and and tested, depending on the machine used.
AHA & other
Some cookbooks and web sites offer bread recipes for persons with hypertension or health concerns. Some are by survivors or family. Some are sponsored by health care reformers. Some of these recipes are truly zero salt. Some have a pinch or as much as ½ teaspoon ( 2.8 grams) of salt.
The American Heart Association’s Low Salt Cookbook (4th ed.) has a zero salt recipe for a Whole Wheat bread, mixed and baked in a bread machine. It is a multigrain loaf (for a medium loaf, 1½ cups whole wheat flour, 1½ cups bread flour), milk and yeast. For a medium loaf, it prescribes 2½ tsp. (7 grams) active dry yeast. (It may take less yeast. Bread machines and programs very.) The crumb of this loaf is a bit irregular, and the absence of salt affects the taste
Tuscan Bread
Salt is not required in Italian Pane Toscano (Tuscan Bread), a lean bread made with flour, water, and yeast. It is mainly a white flour recipe (bread flour, high protein All-purpose, or All-purpose). There a recipes in different sizes with various methods and loaf sizes. Example: King Arthur Tuscan Bread. Beth Hensperger included a recipe for this bread in her baking cookbooks:
Tuscan Peasant Bread, The Bread Bible (1999) both
mixed with a mixer or by hand, and oven baked, and
a bread machine version;
Pane Toscana, The Bread Lover’s Bread Machine Cookbook (2000).
Beth Hensperger’s recipes have this bread made with a sponge to delay fermentation. She makes it more rustic by using some whole wheat flour, and enriches it slightly with a pinch of sugar.
Vinegar
Vinegar, like salt, inhibits microorganisms – such as yeast! It makes a solution acidic, which affects the “conformation” of the proteins that form the gluten. Vinegar is a mildly acetic aqueous solution of acetic acid. Adding vinegar to pure water dilutes the acid and produce a slightly acidic fluid. I don’t understand what happens when a small amount of mild acid is added to water containing salt. Salt dissolves in water. Salt water is a high pH fluid. It is “basic’.
Vinegar is produced by fermentation of fluids:
produced by crushing the fruits of grape vines, apple trees and other fruiting plants, or by soaking barley malt and other products of the grain of grasses;
wines and ciders that have been produced by fermentation of plants; and
fluids produced with alchohol distilled from fermented plants.
Slow methods are used in traditional vinegars; fermentation proceeds over a few months to a year. Slow fermentation allows for the accumulation of a nontoxic slime composed of acetic acid bacteria and their cellulose biofilm, known as mother of vinegar. Fast methods add mother of vinegar as a bacterial culture to the source liquid before adding air to oxygenate and promote the fastest fermentation. In fast production processes, vinegar may be produced in 1-3 days.
Fruit vinegars are made from fruit wines, usually without any additional flavoring. Apple cider vinegar is made from cider or apple must.
Wine vinegar is made from red or white wine, and is the most commonly used vinegar in Southern and Central Europe
Distilled vinegar (spirit vinegar in the UK, white vinegar in Canada) is produced by fermentation of distilled alcohol. The fermentate is diluted to produce a colorless solution of 5 to 8% acetic acid in water, with a pH of about 2.6. This is known as distilled spirit, “virgin” vinegar, or white vinegar, and is used in cooking, baking, meat preservation, and pickling, as well as for medicinal, laboratory, and cleaning purposes.
A cup (US volume unit) of vinegar weighs 240 grams. (A cup of pure water weighs 237 grams.) Vinegar is 5% acid and over 90% water. Cider vinegar and distilled (white) vinegar have little sodium according to USDA.
Type
Weight 1 Tbsp.
Water, 1 Tbsp.
Sodium mg.
Distilled
14.9 g.
14.1 g.
.298
Cider
14.9 g.
14 g.
.745
Web sites about baking have comments on vinegar, as of late 2022:
“Vinegar breaks down the proteins in bread dough, causing the gluten to tenderize. .. new – and … stronger – gluten networks form. This results in … a … rise in a shorter amount of time.
“Vinegar cuts down on flour oxidation, resulting in … moist crumb and a lightweight texture. …
“Vinegar is an organic acid … by adding vinegar to your dough, you can create impressive flavors in a shorter amount of time.
Vinegar reduces the pH level in your bread dough. … this fends off mold formation…”
“… it can make the dough more elastic, which can help it rise better and create a more consistent texture. It can also help to retard the growth of yeast, meaning that the bread will take a bit longer to rise but will be less likely to collapse after it’s been baked. Finally, the vinegar can help to create a slightly crisper crust.”
There is no history of hydrating dough with vinegar (using vinegar instead of water or other fluids). Some web material, published to pages, or posted to forums, attributes some effects, actions and results to the addition of a small amount of vinegar to the other ingredients of bread.
Someone started using vinegar to make the water acidic, and leaving out salt. I have not found material on the web to explain when this started or whether it was tested at scale in industrial bakeries.
The bread machine maker Zojirushi started to sell a bread machine with a “no-salt” program in 2018. Zojirushi uses cider vinegar in a recipe for a white sandwich bread for use in a “No Salt” program on its current Virtuoso Plus (a large loaf (2 lb. pan) model and its BB-SSC10 (small, 1 lb.) model.
A tablespoon (14.7 ml.) of cider vinegar has the same effect as 2 tsp. of salt in white sandwich bread on gluten, crumb and crust, in my Zojirushi Virtuoso BB-PAC20. 2¼ tsp. (11.1 ml.) of cider vinegar has the same effect as 1½ tsp. salt.
A tablespoon of vinegar adds only 1 Tbsp of water to a dough, and only adds tiny amount of acetic acid and biochemically significant elements, but it affects gluten and fermentation. It is powerful.
It is possible to measure with enough accuracy with measuring spoons. It is possible to measure vinegar by weight. Scales may go to the nearest gram; some go to the nearest .1 gram. Conversions:
Vinegar, Volume
1 cup
1 Tbsp.
2¼ tsp.
1 tsp.
Vinegar, Weight
239 g.
14.9 g.
11.2 g.
5 g.
Cider vinegar does not impart a bitter taste to bread. Vinegar lacks the flavour impact of salt.
Adjustments
Salt
A leading blog for home bakers observes:
… If you’re still looking to reduce the salt in your bread, however, it’s possible to do so successfully (to an extent).
Generally, you can reduce the salt by half without having any very noticeable changes to texture and browning.
If your bread tastes a bit bland, you can use herbs or spices to increase the flavor. Fresh chopped rosemary or caraway seeds are both very traditional ways to add flavor, but the options are really endless! Try experimenting with blends like Herbes De Provence or even Pizza Seasoning to jazz things up.
King Arthur Flour, Blog, Tips & Techniques, July 2020, Why is salt important in yeast bread?
A 50% reduction of salt works when the recipe, following the conventions of home baking, specifies 2 tsp. of salt for a large loaf or 1½ tsp. for a medium loaf. A medium loaf, baked with 1½ tsp. of salt, has at least 3,360 mg. of sodium. Reducing the salt by 50% reduces the sodium in a loaf to about 1,680 mg. of sodium. This is tolerable in terms of the gluten and the taste of the bread. If the recipe said 8.6 g. (1½ tsp.), I will reduce salt by 50% by weight. I aim to reduce salt to 4.3 grams.(¾ tsp.) for a medium loaf, or less. 4.3 grams.(¾ tsp.) gets good gluten development to bake a medium loaf in a Zojirushi bread machine. It should be enough salt for a medium loaf under any other baking method if the dough is mixed and kneaded
It is necessary to consider how much sodium is being avoided when salt is taken out of a recipe. Where a recipe uses 1 tsp. (5.7 g.) of salt for 3 cups of flour, I can reduce use 75% of the recipe amount of salt to get the same amount of sodium per loaf/slice/serving as by reducing 1½ tsp. of salt by 50%. If a recipe required less salt than 1½ tsp. for a medium loaf, I may reduce salt by a low amount. I have tried reduction from 1 tsp. (5.7 g.) to ¾ tsp. (4.3 g.) or ⅝ tsp. (3.6 g.). Many medium loaves made with ⅝ tsp. (3.6 g.) salt and a suitable adjusted amount of instant yeast knead and bake well in a Zojirushi Virtuoso using the Basic Bake and Bake whole wheat programs, and in the Home made program for European bread
Yeast
Salt slows fermentation in dough. Salt also makes gluten strands longer and assists a dough to rise. The reduction in gas production is outweighed by more extensible gluten. Reductions of yeast affect the production of the gas which stretches the dough. Yeast is required to leaven any yeasted bread. Yeast can be reduced in from the levels stated in recipes when salt is reduced. The right amount of yeast varies according to the recipe and other factors:
The machine;
The program;
The salt and other sodium in the dough.
Dough needs to be hydrated and leavened to rise and flow.
Bread Machines
Machines
While many bread machine recipes seem to be for “any” bread machine, there are no generic recipes. Machines have significant differences in
pan size,
pan shape, mixing action,
programs, and
features.
Features, such as heating the baking chamber and pan while a mixed dough is rising (i.e. fermenting), are not found in all machines, and affect the amount of yeast a user should use.
Bread machines run in fixed time intervals set in the programs written by the manufacturer’s engineers. A closed device is not subject to interventions when the program is running. Techniques used in conventional baking are not easily used with bread machines. Bread machines are convenience appliances. They make palatable bread. A machine user can make some kinds of changes in attempting to make a recipe again: setting the device to use a different program, or adjust the recipe.
Beth Hensperger’s book The Bread Lover’s Bread Machine Cookbook said:
… In the presence of salt the dough rises at a slower rate and the salt strengthens the gluten. Loaves with no salt collapse easily.
If you are on a salt-restricted diet and wish to reduce the salt in a recipe, be sure to reduce the yeast proportionately, or use the recipe amount of lite salt. Without the right amount of salt, the dough will rise too fast. This is especially true in the environment of the bread machine …
Beth Hensperger, The Bread Lover’s Bread Machine Cookbook, 2000, p. 15, p. 290
The suggestion of using “lite” is unclear. She may be referring to the branded product by that names made by Morton, a blend of table salt and potassium chloride. There are salt substitutes made with calcium chloride or potassium chloride sold as “NoSalt” or “Salt-Free” that can be added to some foods. These can to leave soups or stews tasting ok to human senses. There is no basis for saying that salt substitutes affect the activity of yeast or gluten formation in bread dough, or the taste of baked bread. I have not located published test results or evidence.
The suggestion of reducing salt and yeast proportionately (by weight) is a rule of thumb that works, to a point. This rule seems to be reflected by some product offerings. Morton’s lite salt product has 290 mg of sodium per ¼ teaspoon serving while its regular table salt has 590 mg of sodium per ¼ teaspoon serving
Beth Hensperger introduced the topic of “What Can Go Wrong, and How to Fix It” at pp. 38-40 of The Bread Lover’s Bread Machine Cookbook. Many things can go wrong; the answers are not obvious.
Salt & Yeast
Salt
Salt can be reduced in bread machine recipes for 1½ lb. loaves that specify 1½ tsp. of salt to 4.3 g. (¾ tsp.), 3.6 g. (⅝ tsp.) or as little as 2.8 g. (½ tsp). This reduction has an effect on gluten which affects the texture of the crumb. It affects taste. The change is less noticeable in multigrain loaves, and loaves flavoured in some way. Salt in recipes with 3 cups of flour (for 1½ lb. loaves) can be reduced with little or no effect on gluten and the final baked crumb and crust.
Yeast
Yeast choice and measurement are important in bread machines. The yeast specified in any given generic recipe may be too much for some bread machines. A dough or loaf that balloons is messy, and can endanger the machine, the kitchen and the cook. Bread machine recipes are also determined by whether they can produce acceptable bread in a time frame that consumers/machine buyers will tolerate. If a recipe requires active dry yeast and a user wants to substitute an instant yeast, the yeast measurement should be converted for instant yeast.
If a recipe for a medium loaf says 8.6 g. (1½ tsp.) salt, and if the proportionate reduction rule was an exact rule, I would expect to reduce yeast by 50% by weight, but it isn’t that simple. Yeast can be reduced with low salt loaves. The rule of proportional reduction leads to bad results if the amount of yeast is not calculated correctly and measured correctly. That leaves a problem – how much more should yeast be reduced if salt it reduced.
Yeast measurement has to be adjusted for a machine’s mix/knead and rise phases. These vary. Some machines have a proofing box function – the pan is heated during rise phases. The length of the rise phases varies between machines and programs.
Recipes should have enough yeast to leaven the dough and rise in a specific machine without ballooning or overflowing a bread pan. For some machines or programs more than 1 tsp. of instant yeast for a 1½ lb. loaf is too much, regardless of salt and regardless of other ingredients that may inhibit fermentation. For any machine, set to a “Quick-Rise” program, more yeast is required that for a Regular or Basic Program. Too much yeast for a machine and a program will result in the dough or loaf ballooning or collapsing. Those problems can be fixed by adjusting yeast in a recipe leaving flour, water, salt and other ingredients unchanged.
The relevant features affecting hydration, gluten formation, yeast activity, fermentation, and rise are:
the protein in wheat flour,
the protein in other flour, such as rye flour,
the amount of high protein wheat flour and any vital wheat gluten,
the length of the mix/knead phase,
the mix/knead action,
the length of the Rise phases, and
warmed pan proofing box action in the Rise phases.
Vinegar
Zojirushi’s recipe for No-Salt bread (large loaf and small loaf), is nearly identical to Zojirushi’s Basic White Bread (large loaf or small loaf). It has no salt, and has some cider vinegar – ½ to 1 tablespoon, depending on the recipe size. Zojirushi’s recipe for No-Salt bread works in a basic or regular baking program – the program used for enriched sandwich bread, made with bread flour, sugar, milk or milk powder and butter. In 2021, Marsha Perry, writing as the Bread Machine Diva said that the large (2 lb.) loaf version turned out well in a Zojirushi Virtuoso BB-PAC20 machine using the Basic Program (the BB-PAC20 does not have a No Salt program). The photos at the Bread Machine Diva site suggest the crumb is slightly different when the recipe is baked in two different Zojirushi machines.
I tried the recipe, scaled for a medium loaf; the medium loaf works in a Zojirushi Virtuoso BB-PAC20. This recipe should work in any Zojirushi model with a large pan – Supreme, Virtuoso, etc. The recipe will work in other machines in a regular or basic baking program, but may require a little less or more yeast than a Zojirushi machine. The recipe is sensitive to measurement of the ingredients, including the vinegar.
Zojirushi Bread Machines
General
In working out a recipe that will not balloon or collapse pay attention to : the type of flour, the amount of salt, the bread machine course (program) and the amount of yeast.
It is often necessary to try out some variations, changing some quantities by small measured amounts to see if a change makes the bread better by some parameter.
Many recipes for medium loaves baked in bread machines may require 1½ tsp. of salt for 3 cups of wheat flour, but recipes vary. Some of Zojirushi’s recipes for medium loaves baked in the BB-PAC20, in its machine manual and on the web accept that ratio. Generic recipes for similar breads may use 2 tsp. (6.2 grams) of instant yeast for a medium loaf. Other Zojirushi recipes use less salt – noted in the table below. The yeast in recipes in the manual for the salt stated in the recipe. (The web links lead to large loaves. I am using the medium loaf recipe in the printed manual.) I am converting yeast from Active Dry, used by Zojirushi in it recipes for the BB-PAC20 to instant yeast:
*The “home made” course, given in the recipe in the Zojirushi BB-PAC20 Virtuoso manual, is identical to the European course (i.e. program) of the Zojirushi BB-CDC20 Viruoso Plus. It has 2 rise phases, like a Quick course but the rises are long – 35 minutes and 50 minutes. The Crusty French recipe involves programming a “Home-made” program in a BB-PAC-20 Virtuoso or a BB-CEC20 Home Bakery.
Zojirushi also publishes recipes for 2 lb. “large” loaves with 1½ tsp of salt. These scale to 1⅛ tsp. (6.4 g.) salt for 1.5 lb. loaves.
In working out a recipe that will not balloon or collapse pay attention to:
the type of flour,
the amount of salt,
the bread machine course (program) and
the amount of yeast.
It is often necessary to try out some variations, changing some quantities by small measured amounts to see if a change makes the bread better by some parameter.
Yeast
Initial General Rule
The Zojirushi BB-PAC20 requires less yeast for a recipe that uses a regular yeasted baking program, (i.e. the Regular Basic course or the Regular Wheat course) than is used in a recipe from Bread Lover’s Bread Machine Cookbook, or most generic bread machine recipes. These courses have a Rise period (programmed as 3 consecutive periods) in a heated pan. A Zojirushi BB-PAC20 needs about 65% of the instant yeast in a generic recipe used in these courses. This is a target for the amount of yeast to raise a fully salted loaf. I make this initial adjustment for all recipes in those categories except recipes from Zojirushi for my Zojirushi BB-PAC20.
Zero Salt and/or Vinegar
For the Zojirushi Virtuoso BB-PAC20:
3.8 grams of instant yeast, used to make a sponge for Tuscan Bread, will raise a zero salt dough for a 1.5 lb. medium loaf;
4.0 grams of instant yeast will raise a no-salt dough for a 1.5 lb. medium loaf, in the American Heart Association whole wheat recipe.
The Zojirushi “No Salt” bread, made with vinegar, sugar and milk powder is a soft sweet sandwich bread. The crumb is fluffy. It is similiar to other sandwich breads – a bit softer.
The yeast requirement for this sandwich loaf, made with vinegar instead of salt, is about 3.1 grams of instant yeast (1 tsp.)
The recipe is sensitive to measurement of the ingredients, including the vinegar.
I will try to bake other recipes with vinegar instead of salt. I will check this method with other enriched sandwich breads, experimenting with changing the enrichments – sugar, milk powder etc. It will take time.
Lean Breads – 50% Salt
A Zojirushi BB-PAC20 will bake a crusty French style white loaf – a lean bread – a “home made” (custom) program for that style of bread. A medium loaf requires 3 cups of bread flour.
Ingredient
Factory
My test 1
Salt
5.7 g. (1 tsp)
4.3 g. (¾ tsp)
Instant Yeast
3.1 g (4.2 g. (1½ tsp) active dry)
2.2 g.
I have used the Zojirushi BB-PAC20 to bake medium loaves of Beth Hensperger’s (of the BLBMC) recipe for Chuck Williams Country French Bread, a lean bread. The BLBMC recipe (full salt) uses 8.6 g. I make it with 3.6 g. of salt in the Regular Bake program. Yeast depends on what course/program I use:
Regular Basic course, with 2.0 g. of instant yeast;
Home made course for crusty lean bread. This bread, in the shorter Home made program, needs about 3.1 g. or 3.2 g. of instant yeast for a loaf with 50% salt (4.3 g.). It develops a dimple (which might be called a crater) with 3.6 g. of instant yeast, but not with 3.2 g. of instant yeast.
50% Salt – Regular Basic and Regular Wheat
I will reduce yeast below the Zojirushi target when I make a salt reduction for a generic recipe. It may be 50% of the yeast that remains after the initial adjustment (not the yeast in the recipe), but it depends on the amount of salt.
Where a recipe recipes only ½ tsp. of salt for a medium loaf (e.g. the AHA low salt recipe for a medium size light rye loaf) I use the recipe amount of salt and 2.7 or 2.8 g. of instant yeast.
When salt has been reduced to 4.3 grams (¾ tsp.) for a medium loaf, 2.1 to 2.4 grams of instant yeast will leaven the dough to get good rise and flow without collapse or “crater” in the Regular Basic and Basic Wheat programs. Using less yeast can produce collapse or “crater”, or issues of size and shape. Using more yeast may produce a loaf that ruptures.
A Zojirushi BB-PAC20 (or another modern Zojirushi model with a 2 lb. pan) can make an acceptable medium loaf of bread with 4.3 g. of salt and 30-35% of the instant yeast in a generic recipe with bread flour and with bread flour and whole wheat flour.
100% whole wheat flour bread is close, but not exactly the same.
Putting rye flour in the mix changes the yeast requirements.
Other Adjustments
Some generic (e.g. BLBMC) bread machine recipes have problems that show up with a Zojirushi machine. It may be as little as a few tablespoons of water. These problems can be fixed by comparing a problem recipe with successful recipes.
Baking Ingredients
I find it convenient to have baking ingredients in a spreadsheet saved on a device in my possession – a desktop in a room near the kitchen. I have access when the device is on, without relying on Internet connections and the cloud.
The book Spoon-Fed by British physician and writer Tim Spector discusses the diets of people in developed countries. Spoon-Fed puts a great deal of information into a short book. It discusses a number of “myths” about food and nutrition. A myth is a story that many people have learned to believe, but not a scientifically proved factual story. The myths are the foundation of public health rules, dietary recommendations and beliefs about food. The myths are the foundation of public health rules, dietary recommendations and beliefs about food. Spoon-Fed treats eating and digestion as complex biological processes that cannot be explained by instinct, culture, culinary tradition, common sense or known science. It fails to reconcile some inconsistencies.
There is a chapter pointing out that there is no component in the education of medical doctors addressing nutrition, implying that medical doctors, unless they work on the problems, are not experts on nutrition, food and diets. There is a chapter which reviews some of the arguments of The Diet Myth, points out that digestion, and weight gain are individual, and cautions against believing that there are rules that apply to all people and all foods. In The Diet Myth, Dr. Spector explained why weight loss through calorie restriction and exercise is difficult by the data of weight loss in twin studies, and to the science of calories, based on the 1944-1945 Minnesota Starvation Experiment. Like The Diet Myth, Spoon-Fed suggests that food science has not absorbed the presence of an active microbiome in the human digestive tract.
Some chapters talk about how food is collected, processed, and sold.
The chapter on the myths of fish addresses the marketing of fish raised in fish farms, the standards for farmed fish, the marketing of wild fish harvested recklessly, and outright fraud in the way fish is misdescribed in some restaurants.
There are chapters on the myths of avoiding animal fat, reducing calory consumption or exercising to reduce weight, avoiding gluten, avoiding nuts, sports drinks, fruit flavoured drinks, and the quality, safety and convenience of bottled water. Some involve the factors affecting purchasing and processing food, including sports drinks, flavoured water, bottled water, candy, snacks and fast food.
Spoon-fed notes that the food industry, dominated by financial interests, and focussed on reducing foods into packaged commodities, fabricated with processed ingredients, and processed to taste good, package well, and sell. The food industry has convinced people try to make up for “missing” ingredients by taking supplements and seeking following diet fads, to combat obesity by restricting calories and by exercise. This has made the food industry financially successful in selling flavoured junk. Dr. Spector suggests that individuals might eat more vegetables, recommend diversity of diet, endorses Michael Pollan’s advice in his books In Defence of Food (2008) and The Omnivore’s Dilemma (2006), and suggests avoiding consuming highly processed foods. He also endorses the public health advocacy of Marion Nestle and others on measures against sugary, artificially sweetened and carbonated beverages and disposable containers.
Other chapters discuss the rise and fall of beliefs about fat, calories, weight loss theories, supplements and diets. These are generally informative. Some chapters invite readers to consider changing what they eat, and are more controversial.
Spoon-Fed favours eating fermented foods because they contain nutrients produced by microorganisms and may contain beneficial and viable microorgamisms (unless the microorganisms have been killed off in the processing). Spoon-Fed favours food with some microflora or microfauna, although Dr. Spector is largely dismissive of the probiotic yogurt and the marketing claims made by the manufacturers of other highly processed food products. He is in favour of consuming fermented foods, including saurkraut and kimchi on the basis that fermentation can introduce health probiotic microorganisms. His views on probiotics may be more controversial than he implies. Fermented food with microorganisms is prepared in salted water (brine) as opposed to pickled in acidic vinegar. It is therefore salty.
Dr. Spector states that public health measures involving salt have not prevented the wide use of salt in food processing. The food industries have increased the consumption of salt, while concealing the amount of salt in processed food. He refers to studies suggesting that studies have failed to demonstrate adverse effects of high sodium levels in food on health. He explains that industrialized countries favour treating people with high blood pressure with medication to reducing salt use. He disagrees with the low sodium approach of the DASH (Dietary Approaches to Stop Hypertension) diet, without a discussion of the issue.
Spoon-Fed carefully precise in supporting restrictions on alcohol consumption, while defending moderate alcohol consumption.
While it is dismissive of diet fads, it tends to be speculative about the benefits of some foods. It dismisses some public health information based on poor sampling and other statistical errors, and appears to encourage disrespect for all public health recommendations.
This is part 4 of 8 posts organized as a single article, individually published as posts on this blog. In March 2024 I began to reorganize and revise the long article. The sections are numbered for reference here and in the table of contents for each post.
bicycle “drip lube” lubricants, with notes on pricing;
in sections:
people and projects,
testing chains and lubricants for efficiency and wear, and
innovations in lubricants.
This part mentions products that will be discussed in Part 7:
paraffin wax applied by immersion of a chain in melted paraffin wax, and
wax based chain coating fluid products applied to a chain wet, that dry to wax-like states.
Some sections of this part refer to subjects and persons discussed in Part 2 in this series, on Roller Chain, and Part 6 on durability.
7. Lubricating Fluids
Motor Oil
Motor oil, the lubricating oil refined/processed and sold for use in 4 stroke internal combustion engines, was sold in quart containers for most of the 20th century. For decades the containers were cardboard cylinders with metal end caps. Automotive service centers (garages) issued workers spouts that could both puncture a metal end cap, and pour oil into the filler tube of an automobile engine. By the end of 1990s
motor oil was sold in plastic bottles by the quart or gallon;
most motor oil is formulated with “detergent” additives to chemically affect the productions of combustion left in the cylinders of internal combustion engines.
Some motor oils made for automobiles have been tested for efficiency (power lost to friction; see below) as bicycle chain lubricants, and have done reasonably well. Motor oil has tradeoffs:
Viscous friction – it takes slightly more energy to move a chain lubricated with a viscous oil than a “thinner” oil
Additives – modern additives have changed the lubrication properties of motor oil. There are
Adhesion – dirt sticks to motor oil, and oil sticks to clothing and skin when the rider contacts the chain or the chain flings lube. Motor oil can only be removed from a chain with detergents or mineral spirits. Cleaning an oily chain can involve removing the chain from the bike frame.
Additives in motor oil can be avoided by purchasing additive-free oils if available; some bike lube manufacturers use high quality motor oil as a base stock for bike lube. For instance Silca Velo uses a synthetic motor oil, without “detergent”. Other disadvantages of purchasing from the automotive section of the market:
having to buy a whole quart (or litre, if that is the standard container), and store it for years,
disposing of waste material in an environmentally sound and legal way.
A quart (946 ml.) of high quality Mobil 1 synthetic motor oil cost about $15 (Canadian) at Canadian Tire and other retail outlets in British Columbia in February 2022. Half a cup, valued at about 50 cents per ounce, would be worth $2. Canadian Tire sells other automotive motor oils in 5 liter (one gallon) sizes. It sells its house brand MotoMaster (distilled by Shell) non detergent engine oil in a 1 quart size for about $6. It sells MotoMaster motorcycle 4 stroke engine oil at $11 per quart. Conversions:
Lubricant manufacturers and bike shops began to sell bicycle chain lubrication fluids, often labeled “wet” or “dry”, in small applicator bottles in the 1970s and 80s. Other lubrication products are sold in applicator bottles.
The online magazine Road Bike Rider made a list of manufacturers or brands of drip lubes in 2019, updated in 2021. It includes:
Dupont, a brand mow held by the successor of Dupont DeMours and Dow, both chemical manufacturers,
the automotive lubricant brand Dumonde Tech,
the solvent and household lubricant brand WD-40 (which owns the venerable brand and intellectual propery (“IP”) of 3-in-One), and
several bike drip chain lubes sold in bicycle shops and online including:
Ceramic Speed,
Finish Line,
MSpeedwax (Molten Speed Wax),
Muc-Off,
Park Tool,
Pro-Gold,
Pedros,
Rock and Roll,
Squirt, and
Tri-Flow.
The list does not include manufacturers new to bike lubricant market since 2019, including Silca Velo, Tru-Tension, Rex. None of the drip lubes in the list above did well in Friction Facts efficiency testing or Zero Friction testing for chain durability.
The article, like most printed and online magazine articles, does not discuss the ingredients, the manufacturing processes or the way the lubricants are supposed to work – are they oils, or delivery vehicles for polymers believed to reduce friction in the moving parts of the chain? No manufacturers or vendors disclose it, and few journalists, mechanics and riders know.
Prices
None of the independent bike shops in Victoria post lube prices online (as of early 2022). Chain stores in Victoria BC with web sites include:
Trek store;
Mountain Equipment Coop (a Canadian retail chain selling “outdoor” products);
Canadian Tire (a Canadian retail chain selling “outdoor” products);
Walmart (retail chain selling “outdoor” products) has a confusing and overheated online market.
Prices in 2022 ($ Canadian except $US in US stores noted) for a 118 or 120 ml. (4 oz.) bottle of common bike lubes. I have not updated prices after inflation in the period 2022-24:
Trek Store
MEC
Cdn. Tire
ProGold Prolink
14.95
ProGold Extreme
18.95
Muc-Off Wet or Dry
14.95
Muc-Off C3 Ceramic Wet or Dry
23.95
Squirt Long Lasting Dry
19.95
Squirt Low Temperature
23.95
Bontrager (Trek store house brand)
11.99 9.50 (US)
Park Tool CL-1
13.99
White Lightning Clean Ride Dry
8.99 (US)
White Lightning Wet Ride
8.99 (US)
White Lightning Epic Ride
9.99 (US)
Finish Line, Wet or Dry
9.99 (US)
WD-40 Bike Chain Lubricant Wet or Dry
12.99 (US)
9.99
Silca Velo’s oil based wet lubes: Synergetic and Synerg-e (e-bike lube) are available from Silca by mail order. The price of Synergetic, as of April 2022, was $33.95 ($US) for a 59 ml. (2 oz.) drip bottle. Shipping is free on orders over $99 ($US). Synergetic is available in some bike shops in Victoria – e.g. Fort Street – I have not checked prices.
Drip lubes are more expensive than motor oil. Drip lube prices do not seems to be based on the cost of base stocks. The cost of making, filling and handling dozens of bottles for each quart of product may be a factor. Prices are set by manufacturers and vendors based on supply and demand, and the perceived marginal utility of the product. Cycling lube is often a small product line for chemical processing enterprises or conglomerate enterprises, although a profitable revenue stream.
Efficiencies and Wear
Among the drip lubes tested for chain wear by Zero Friction Cycling (“ZFC”), there were bad results for
several Muc-Off products,
White Lightning products,
some Finish Line products and
several other wet and dry drip lubes.
Finish Line Dry with Teflon, a favourite with online reviewers, was assessed by ZFC in 2023 as “not terrible”.
ZFC found that Silca Velo’s Synergetic, a wet oil-based lube, was reasonably good when applied while the chain was run under low contamination conditions, and under moderate contamination for a reasonable time.
Manufacturing and Marketing
The cycling lubricant field is influenced by the engineering and manufacturing practices of the automotive lubricant industry. Drip lubes are made with base fluids, carrier fluids and additives. Manufacturers acquire fluids distilled from petroleum – solvents or oils (respectively, mineral spirits or mineral oils), mix them with additives, package the product in small plastic drip/squeeze bottles or aerosol or spray vessels, sell to bike shops and department stores, and market. The bottles do not have:
detailed ingredient lists,
use instructions, or
warnings about the product’s durability.
“Dry” drip lubes made of volatile carrier fluids are popular. One selling point of dry drip lubes is avoiding entanglement of clothing in or contact with the dirty, oily chain, and avoiding the fling or spray of oil droplets from the chain without using devices (e.g. pant clips) to restrain clothing, metal or plastic chain covers or chain guards.
Pedro’s Ice Wax, marketed as an “advanced natural dry lube” was a drip lubricant. Pedro’s describes its history as a lubricant maker:
In 1989, roommates Bruce Fina and Andrew Herrick founded the Pedro’s brand around a revolutionary chain lube called Syn Lube developed by Bruce’s tribologist brother. Friends of Bruce and Andrew were living and racing mountain bikes in the Pacific Northwest and couldn’t find a lube that would last an entire race in the muddy conditions. The other Teflon-based chain lubes couldn’t handle the mud. Formulated with extreme pressure additives, corrosion inhibitors, and tackifiers to provide incredible wear protection, lubrication, and staying power in extreme wet and muddy conditions, Syn Lube quickly became the lube of choice. Once mountain bikers tried Syn Lube and experienced its performance, word spread, demand skyrocketed, and the Pedro’s brand was officially off to the races!
The wax is/was probably paraffin. The original formulation of Pedro’s Ice Wax, as tested by Friction Facts in 2013 (below) was relatively inefficient. Pedro’s introduced Ice Wax 2.0 and “Slack Lube” later. There are several other drip lubes with wax. It is useful to distinguish drip lubes marketed as wax from wax emulsions. Wax emulsions are fluids, and applied with drippers but differ from most drip lubes.
Bicycle lube manufacturers often claim that drip lubes clean while lubricating. These claims are never supported by evidence or test results. Few manufacturers even venture to explain how a lubricant can contain or coexist with detergents and solvents. Riders can hear an unlubed chain, a dry chain, or a corroded chain and may notice dirt sticking to a chain or caking on the chainwheels, cassette cogs or derailleur pulleys. Riders may apply large amount of lube to “flush” out dirt. Lube can work on a chain that has dried out after being exposed to large volumes or flows of water (water can break down oils. The chain flings off water but lacks lubricant and behaves poorly after drying). Fresh lube may help to dissolve surface corrosion on a lightly oxidized chain. Flushing out dirt contamination “in” the chain with lube is a theoretical possibility but has not been demonstrated.
Lube manufacturers claim that their products are superior. A few make explicit efficiency claims based on proprietary/confidential test reports. Such behavior by established brands tends to conceal or discredit claims that these are inferior lubricants.
Consumers know, as matter of principle, we can not rely on and should not trust marketing claims. The law in most of the industrialized world – and particularly in the UK and USA makes it hard for consumers to hold manufacturers liable for misleading claims of quality. The leading legal principle is caveat emptor (buyer beware). Courts traditionally brush marketing claims off as puffery. While most consumers think they can detect bullshit, most are overconfident about their capability. Consumers rely on misleading indicators of quality – e.g. brand, packaging, price? Often consumers buy because they need something, and will accept whatever they can find.
Teflon – Polytetrafluoroethylene (PTFE) – has been a drip lube additive. Rock ‘n Roll and other drip lubes with Teflon did well in Friction Facts efficiency tests (below). Finish Line USA markets itself as a firm specializing in cycling, and markets its Finish Line dry lube for coating chain parts with Teflon. Teflon is a Dupont brand and trademark, and the common name for PTFE. Finish Line USA is the manufacturer of the Dupont brand of bike lube. Finish Line USA states in its marketing that it was founded by an engineer who had worked for Mobil, the automotive lubricant distiller/manufacturer. PTFE is a fluorocarbon. Some lubricant manufacturers, in the 21st century, disparage competitors for using fluorocarbons, which are greenhouse gases.
Some additives promoted by manufacturers have not been proved to decease wear:
“ceramic” additives;
carbon tubes or particles or nano additives;
micro-sized tungsten spheres.
The marketing-driven model that microscopic particles act like bearings is theoretically flawed. Indeed the empirical evidence suggests that such particles, like dust and grit, contaminate the oil and contribute to chain wear.
8. People and Projects
Introduction
This section touches on scientific and industrial testing of materials. Mainly, it discusses sources that have been mentioned in this series, and this post. The inventions are cleaning and lubrication products. While useful products have come to market, maintenance and cleaning of drive trains is not well known.
The inventions, plans and goals had economic factors. I mention the economic factors to understanding how manufactured items operate, and which ones were sold and distributed. Some of the people challenged the consensus narratives of the lubrication industries and bicycle component manufacturing and sales industries by
testing bicycle chains and lubricants;
publishing the results of testing in journals, magazines, web pages and social media, and
developing, producing and marketing durable chains and lubricants that provable reduced chain wear.
The persons discussed had a combination of curiosity and economic interests or hopes. Many of the projects and publications discuss new products that mechanics and rider might use. My interest was how they increased knowledge and awareness of chain maintenance and effected changes in the bicycle markets.
Testing Materials
Standards for materials and testing materials and testing devices to measure the properties of materials were developed by individuals and by industrial entities, often by commercial entities.
The Rockwell scales of hardness, typically used in engineering and metallurgy, were named for its inventors, the Rockwell brothers who worked for a company that made ball bearings.
1.1 This test method covers laboratory procedures for determining the resistance of materials to sliding wear. The test utilizes a block-on-ring friction and wear testing machine to rank pairs of materials according to their sliding wear characteristics under various conditions. 1.2 An important attribute of this test is that it is very flexible. Any material that can be fabricated into, or applied to, blocks and rings can be tested. Thus, the potential materials combinations are endless. However, the interlaboratory testing has been limited to metals. In addition, the test can be run with various lubricants, liquids, or gaseous atmospheres, as desired, to simulate service conditions. Rotational speed and load can also be varied to better correspond to service requirements. 1.3 The values stated in SI units are to be regarded as standard. The values given in parentheses are for information only. Wear test results are reported as the volume loss in cubic millimetres for both the block and ring. Materials of higher wear resistance will have lower volume loss. 1.4 This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use. 1.5 This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
The ASTM G77 standard is used in machines like the ones use by Josh Poertner of Silca Velo, discussed below. In those videos a metal sample “pin” or block (not a pin from a chain) is held against the ring of the device.
BTI Site and Writers
The Bicycle Technical Information pages written and published by Sheldon Brown were noted in Part 1 in this series. The pages on that site were written by Sheldon Brown and other authors including John S. Allen. I cited papers by the late Jobst Brandt on lubrication and cleaning. Brandt is the author of a published and well regarded book on bicycle wheels, and was involved in many ventures including the Avocet cycling computer, one of the first cycling computers.
Journalists, Cycling Publications
VeloNews was a printed magazine about cycling, and at of 2024 is an online publication. It covered technical issues seriously at one time. In 2018 it was folded into the Outside magazine brand which treats cycling as a consumer lifestyle choice.
CyclingTips was an online cycling publication that was folded into the Outside magazine brand in 2022 and effectively closed by the new owners of the company.
Notable writers:
Caley Fretz, once a technical writer and editor at VeloNews became an editor in chief at CyclingTips, and later at Escape Collective;
James Huang, once a technical writer, was an editor at CyclingTips, and later at Escape Collective until May 2024;
Dave Rome, once a technical writer, became an editor at CyclingTips, and later at Escape Collective;
Brad Copeland, a mechanic who has worked for mountain bike racing teams (Specialized, Scott-SRAM) and worked with broadcast media joined Escape Collective in June 2024
Jason Smith, Friction Facts, Ceramic Speed
Jason Smith, an engineer in Boulder, Colorado, USA ran Friction Facts (“FF”) from 2012 to 2015. I have not read material that explains the business model for FF. FF followed up on the idea of testing the efficiency of bicycle chains lubricated with various products, that emerged from academic engineering theory. Jason Smith became an expert of testing methods and drive train friction. He disposed of FF 2016. A search engine may direct a reader to a site in a domain called Friction Facts. That domain, as of 2022, contained puff reviews of cycling products. It may have been acquired by a cybersquatter.
Jason Smith became an associated with the lubrication and cycling accessory firm Ceramic Speed, which manufactures and sells bearings, drive train products, the UFO brand of bicycle lubricants and several automotive products.
While Jason Smith was running FF, some of the test results were published. The main FF test results can be accessed on a Ceramic Speed web page. Ceramic Speed continued to test lubricants, and components for chain efficiency, but does not publish them. It has shared some results, and some results have become available.
Ceramic Speed launched a wax emulsion fluid chain lubricant product, UFO Drip, in 2017. It was and is made with emulsified paraffin or similar compounds that are applied to chains on the bike, like drip lubes, and left to dry before the chain is properly lubricated and ready for riding.
John Thompson & Molten Speed Wax
John Thompson is a businessman in St. Paul, Minnesota USA. He established Molten Speed Wax to manufacture a commercial paraffin wax blend that could be applied to a bike chain, off the bike, immersed in molten wax. Molten Speed Wax’s story:
The hot wax technique has likely been around since “Mile-A-Minute Murphy’s” era [about 1899?], so why did we wait until 2013 to try it?
Our family’s history racing bicycles dates back to the early 70’s when waxing was somewhat common; we certainly were aware of the technique. To add insult to injury, we’ve sold cross-country ski wax in our winter business for over a decade. We know wax like the back of our hands, including all the eclectic additives and myriad application techniques. You’d think we could put two and two together.It took a clever engineer named Jason Smith to put us on the right path. Jason figured out that a waxed chain rivals the efficiency of a perpetual motion machine. He added a little PTFE (the non-stick coating on your frying pan) and molybdenum disulfide / MoS₂ (dry lube that’s hard to pronounce) to paraffin and published the info for everyone to see. Before we knew it we were “cooking chains” in our basement and experimenting with our own additives and techniques. Now our wax is made in large batches with high tech industrial machines the size of small cars.
Everyone has a Eureka moment in life. For us, it was realizing that we could virtually end chainring tattoos on cyclists’ calves. Seriously, we saw an opportunity to help DIY folks by premixing the ingredients into an easy to use, packaged product. Waxing for top performance is simple if you don’t have to source and mix your own PTFE and MoS₂. We also created in-depth, step-by-step directions with helpful tips so it’s nearly impossible to mess up. If you can make instant pudding, waxing a chain is child’s play.
Molten Speed Wax (web site), About page (quote taken 2023-10-08)
The history of paraffin as a bicycle chain lubricant musthave been recorded in newspapers, magazines, journals, fanzines, letters and correspondence and other sources but little such material is available in a internet/web search program.
Adam Kerin, Zero Friction Cycling
Adam Kerin was and is a cyclist interested in road riding, cyclo-cross, and mountain bikes racing. At one point in his life he was a law enforcement officer.
He started Zero Friction Cycling (“ZFC”), a firm in the bicycle maintenance business in Adelaide, Australia, in 2017/18. It specializes in maintaining and selling bike chains and lubricants. He developed test devices and methods to run different chains with different lubricants for thousands of kilometers with electric motors in his test machines. In 2021, ZFC launched a YouTube channel which is a tool and platform for Adam Kerin to report on his research and explain his ideas. Adam Kerin was and is an advocate of paraffin lubrication. He also presents his finding in reports and other documents published on the ZFC web pages. His style is discursive.
Adam Kerin was interviewed by the Australian mechanic and cycling tech writer Dave Rome for CyclingTips in March 2018. The new owners of CyclingTips repackaged ontent within other Outside magazine branded cycling content. The interview has disappeared.
ZFC tests chains and lubricants. Adam Kerin makes an argument about for the economic advantages of using quality chain and lubricants, and investing time and effort in chain cleaning and maintenance. He has compared the marketing of most drip lubes, wet and dry, to the marketing of “snake oil” in 19th century patent medicines, but has not claimed the marketing is illegal or fraudulent. 1American law banned false medical claims about drugs in 1906. There is no effective consumer protection law against vague claims about automotive, household or bicycle lubricants.
Episode 11 of the Zero Friction Cycling (“ZFC”) YouTube series complains that some lube manufacturers market lubes with claims mainly based in efficiency testing done by those manufacturers or private labs. In some instances manufacturers imply that their product performs better, or that competing products performed poorly in the manufacturers’ tests. ZFC YouTube Episode 12 criticizes most cycling journalists for reporting on lubes based on short observations of whether a bike chain appears to run quietly and shift smoothly.
ZFC has identified the manufacturer of the Muc-Off products – which have not fared well in ZFC tests – as using its own efficiency tests to disparage competitors. ZFC’s post or page Muc-Off Files Part 1 (notes of its discussions with Muc-Off in March 2022) and ZFC YouTube channel Episode 16 and Muc-Off files Part 2 (Cycling Most Dishonest Marketing?), ZFC YouTube channel Episode 20 explains Adam Kerin’s doubts about Muc-Off’s efficiency claims.
His videos mention his collection of bike tools, and his interest in maintaining his own bikes, including cleaning and repacking the bearings on his bikes! He has views on maintenance, cleaning and lubrication.
Josh Poertner, Silca Velo
Josh Poertner is an American engineer and cycling consultant. He was employed by the component manufacturer Zipp (it made wheels; it was acquired by SRAM and is now a SRAM subsidiary). His role was in part to supporting Zipp products in use by professional cycling teams. He set up a Aeromind LLC (Limited Liability Company) in Indiana which acquired the Italian Silca brand in 2013 after he left Zipp. Silca was known for pumps, tools and components. Silca Velo became a manufacturing, wholesale and retail business in Indianapolis, Indiana, USA. Silca has improved the pumps and tools under Josh Poertner’s leadership and started new product lines. For instance it fabricates titanium parts – shoe cleats, bottle cages, a computer mounts.
Much of the material published by Silca is informative about cycling and technology. Silca sponsors the Marginal Gains Podcast, and publishes the Silca Velo YouTube channel. Jason Smith, James Huang and Adam Kerin have been guests on the Marginal Gains Podcast. Marginal Gains has done several episodes on chain lubrication (and The Pipeline Problem in June 2021 on the supply chain/logistics backlogs in cycling parts and supplies).
As a guest or host of a technical or industry podcast, including Marginal Gains, Josh Poertner can be well informed, engaged, focused on issues, and often avoids promoting Silca’s products. In that mode, he is nerdy, well-informed about science, engineering and manufacturing, keen, sincere and helpful In that persona, he has also published many useful videos about bicycle chains on the Silca Velo YouTube channel, including:
April 2024: Stop Wasting Your CHAIN LUBE! Know the BEST Way to Apply It, correcting an earlier video about the use of Silca’s Super Secret (wax compatible chain protection fluid lube), and showing how fluid moves into a bushingless chain in a segment about 8 minutes long, starting about 7 minutes after the beginning.
Silca started to sell lubricants, including Silca NFS (the Silca branded and labelled version of the Nix Frix Shun drip lube, which was well regarded by ZFC in 2017-2018). Silca released several lubricants and cleaning products 2020-2024.
In broadcast audio and video Josh Poertner has said that the drip lubricant category is full of snake oil claims – by other manufacturers. I agree.
Josh Poertner told an anecdote about how a professional cycling team decided that red Zipp hubs were faster in the Marginal Gains podcast The Placebo Effect and Marginal Gains (Dec. 16, 2019). The placebo effect can also explain a way that a con man or a saleman sells a deal. His commercial comments can make him look and sound like a character like those played by the late Robert Preston in The Music Man and The Last Starfighter, or Ray Stohler (played by Paul Dooley), the father of the cycling-struck teen in the 1979 movie Breaking Away, a used car dealer.
Josh Poertner promotes Silca products, and makes a case for the value of those products. Silca sells high tech products or improved modern versions of cycling tools and accessories – usually high-priced stuff. Silca emphasizes that some products facilitate “marginal” gains in performance. Silva claims that its products are superior to other products. Silca justifies its prices based on its brand name, and selling the products to demanding cyclists.
When he talks about Silca chain lubrication products he finds it hard not to promote Silca. Silca behaves like other brands in talking about Silca products that it has tested without disclosing how the tests were done.
Lennard Zinn
Lennard Zinn is a mechanic and journalist who has been writing on cycling tech and repair for decades, for print and online publications including VeloNews. He has written books (old fashioned printed books) on maintenance and repair.
Lennard Zinn published an article “We went to Germany to test the most popular bicycle chains” in VeloNews in January 2020 about a visit to the Wippermann/Connex chain factory in Hagen, Germany, a chain breakage test and the company’s continuous chain-durability tests. The tests ran chains until chains were elongated 13.6 mm, which is 1% of the average chain length (calculated as 108 links on a road bike with 50/34 chainrings and an 11-29 cassette, at 12.7mm per link = 1371.6 mm. Removing the master link, 107 links x 12.7 = 1358.9 mm).
9. Efficiency Tests (Friction Facts)
Most chain and lubricant testing was private. Chain lubricant testing was rarely mentioned in academic or professional literature before Professor Spicer’s (Johns Hopkins University) paper in 2001, discussed in the Bike Chains, Part 3, (section 5 of the endless article).
Friction Facts (“FF”), began to test lubricants for efficiency in or before 2012. Friction Facts used test machines, to measure friction losses in a chain moving under load, by the methods of Professor Spicer’s team, with a lower range of error.
An overview of FF testing:
the chains were new, cleaned with warm mineral spirits in an ultrasonic cleaner for 5 minutes, and dried,
lubed by dripping fluid (i.e. drip) lubes,
tested on a machine that
puts out 250 watts at the chain wheel for a test interval of 5 minutes,
measures the power at the chain wheel
measures the power at the cog on the drive hub;
The loss of power, due to friction in the chain parts, is reported as watts.
For more, at the Ceramic Speed site, follow the link “Why Ceramic Speed” to Test Data Reports/Chain Lube Efficiency Reports.
FF’s testing did not confirm the idea that lubrication did not contribute to chain efficiency. Efficiency testing did not generate information on which lubricants extended the durability of chains. FF did not test, directly or indirectly, the “factory grease” that chain manufacturers apply to bike chains.
The FF chain testing protocol was addressed a post published by Ceramic Speed called Chain Efficiency Testing. Also, Adam Kerin of Zero Friction Cycling (“ZFC”, below) summarized the Friction Facts methods:
Full Tension Test … has a chain ring, a cog, a weight pulling back cog to tension chain equivalent to 250w “load”. There is a drive motor and a braking motor. A $6k usd torque sensor is mounted on shaft driving chain ring and braking the cog.
This test method is extremely precise if you have the right equipment (ie the quality of the motors, the power supplies, the torque sensors – the calibration protocol that has all components up to temp and stable, and all tests are conducted at same ambient temp and humidity).
… the measure is taken between two extremely precise torque sensors mounted on the shaft driving the chain ring and the cog. The difference between what goes in and what comes out – that’s your loss from the chain. If you are using the same calibrated control chain, then you have the loss figure for your lubricant efficiency.
… Friction Facts found that many lubricants exhibited a sudden and very high jump in loss if kept running for long periods on an FTT machine as both the top and bottom span of chain are under tension (due to tension being by way of a weight pulling cog to introduce tension).
As such for longer test runs (ie to see how lubricant performs over hundreds of kms. Possibly with contamination introduced etc at certain points) the chain – after a short (few mins) efficiency test on FTT machine would be moved to Full Load Test Machine (basically just set up as a bicycle drivetrain to allow slackening time through bottom span of drive train for lubricant to re align and reset). Long run intervals done on Full load test, then moved back to FTT for periodic outright efficiency measure.
Several FF tests were reported by Caley Fretz in VeloNews in March 2013 and February 2014. The VeloNews articles have pictures of the test machines and many details. VeloNews reported that FF:
compared lubricants on viscosity by letting some lube run along an inclined metal surface;
commented on “longevity” which meant how quickly lubricant wore off or dried up. FF said that some lubricants wore off fast. The methodology of measurement is not clear.
The VeloNews articles appear to be the only accessible reports of the efficiency tests. The articles and test results can be tracked down:
VeloNews – in print; Web copy of the relevant issues were paywalled after VeloNews was acquired by Outside;
by Ceramic Speed with Ceramic Speed’s proprietary test results on its UFO Drip v1 by Ceramic Speed. Ceramic Speed published the VeloNews/FF bar graphs of the 2014 FF results interpolating Ceramic Speed’s wax emulsion UFO Drip Chain lubes as the most efficient lubricant.
Lubricant manufacturers make claims about efficiency to market their products . Some have interpolated their products into copies of the 2013/14 FF/VeloNews bar graphs.
The best lubricants in the FF/VeloNews articles are those that show the lowest “watts expended”. A lube that tests as losing 4.5 of 250 watts is 98% efficient. According to some reports, some chains with some lubes lose may lose as little as 3 watts – i.e. are 99% efficient. These reports are anomalous, or reflect some improvements since 2014. FF tested, among others:
Article
Type
Substance/Brand
Watts lost
VeloNews 2013
immersive wax
Paraffin (ordinary retail) synthetic wax.
≅ 4.8
VeloNews 2013
motor oil
3-in-One
≅ 6.3
VeloNews 2013
“household” lubricant
3-in-One General Purpose
≅ 6.6
VeloNews 2013
bicycle chain dry lube with Teflon
Rock ‘n Roll Gold
≅5
VeloNews 2013
bicycle chain dry lube with Teflon
Finish Line Teflon dry
≅ 5.8
VeloNews 2013
bicycle chain dry lube
Pedro’s Ice Lube
≥6
VeloNews 2013
bicycle chain wet lube
ProGold ProLink
≅ 7.2
VeloNews 2014
immersive wax
Molten Speed Wax
≅ 4.6
VeloNews 2014
wax liquid
Squirt slack wax a byproduct of processing oil into paraffin
Ceramic Speed released some of its later efficiency test results to CyclingTips as above and in 2019:
Ceramic Speed was willing to share some of its recent and typically-secret data about which chains perform best with the UFO V2 race treatment process. The process for applying the secret-formula wax-based submersion lubricant (after a multi-stage cleaning process) is the same across all chain models, and so it provides a clear and precise indication of the most efficient chains.
CeramicSpeed also released some test results to ZFC,
10. Chain Wear testing (ZFC)
ZFC Method
ZFC began testing chains and lubricants for “longevity” or “durability” by testing for elongation wear in 2016. ZFC tested chains and lubricants with an industrial electric motor attached to a stationary bike trainer to measure the wear on chains run under standard conditions:
on reference chains that have been cleaned and treated with tested lubricants, or
on tested chains lubricated with a reference lubricant product.
ZFC produces data on tested lubricants in spreadsheets, reports and comparative charts. ZFC projects the cost of replacing chains into “cost to run” calculations for some chains and a couple dozen lubricants. ZFC has published a few dozen narrative reports about lubricant results as of June 2024. ZFC’s work on the effect of lubricants on longevity (wear) was featured in CyclingTips articles. The links here do not take you to the articles. The new owners of CyclingTips redirect sites to the Velo online magazine, which is on the brands held by the publishers of Outside Magazine. The articles:
The ZFC measurement methods for tests of chain and lubricant are explained in the CyclingTips article How to Check for Chain Wear and the ZFC Test Brief statement. ZFC measures chain elongation with a KMC digital caliper chain checker device that measures to .01 mm. Adam Kerin starts with a new, clean (factory grease removed with solvents), lubed chain and adds lube at intervals. The tests are run on reference test chains. These test run the chains in fixed intervals adding up to 5 x 1000 km test blocks, unless the chain fails before reaching the last blocks. The failure point is .5 mm elongation wear over an 8 link span, which is close to the standard .5% chain replacement recommended by chain and drive train component manufacturers and bike shops. The test machines and the way dirt and water are applied to chain are demonstrated in Episode 9 of the ZFC YouTube series:
Using an industrially motorised Tacx neo smart trainer to control interval load and distance, plus specific intervals that include either no added contamination, dry contamination, and wet contamination – lubricants can be properly assessed over thousands of km’s of controlled testing. Not only can we determine a lubricant’s overall performance – but we can get a break down as to how a lubricant handles different types of conditions, as well as how it stacks up vs the manufacturers claims.
Flat vs Hill Simulations – The chains will be run on a calibrated smart trainer (Tacx Flux) at alternating intervals to simulate flat riding and hill km’s. If just run on flat all the time the km’s clockup too quickly. Most riders ride up hills to some degree so having intervals where the chain is still subjected to 250w load but km’s clocking up slowly delivers an overall average speed for the test of around 29kmh (depending on what block test finishes). It also allows me to rotate through more cogs on cassette and between small and big chain rings for longer wear rates on test components. Flat sim intervals will be on cogs 4, 5 and 6 on large chain ring and be 400km long, Hill sim will be on cogs 1,2 and 3 on small chain ring and be 200 km long. The interval lengths are halved during contamination blocks to 200/100 km.
ZFC measures chain elongation after each test block:
Purpose
1
Lube
lubricant penetration into spaces where metal bears on metal
2
Dirt
performance after chain has been contaminated
3
does lube abate dirt contamination effects
4
Water
effect of water on chain already contaminated by dirt
5
does lube abate contamination effects
ZFC adds lube at fixed intervals. Lube intervals:
Re lube intervals will be every 400 km on Flat simulation intervals, and 200 km on hill simulation intervals UNLESS this rate of re-lubrication would be detrimental according to manufacturer instructions with regards to if re lubing too frequently risks gathering too high a level of contamination. If an adjustment to re lube intervals vs base levels is made this will be noted accordingly in test.
During contamination blocks, the rate of re lubrication is doubled – every 200 km of flat simulation and 100 km hill simulation – as it would be normal behaviour that riders re lubricate more often if riding in harsh conditions, as well as giving lubricants more of chance to “clean as they lube” etc. Again this will be adjusted if manufacturer instructions are clear that this rate would be detrimental and noted accordingly.
ZFC also test lubricants for single application longevity by testing lubricants on reference chains without periodic relubrication.
Adam’s Analysis
Adam Kerin discussed:
what features of a chain resist wear, and
which lubricants resist wear.
and identified:
lubricants that perform well in reducing chain wear, and
some durable chains.
ZFC regards paraffin wax, applied immersively, to be the best lubricant for protecting bike chains from wear. ZFC also regards some liquids, “chain coating” fluids (mainly paraffin emulsions or fluid paraffin precursor petroleum distillate, to be effective. Adam Kerin supports paraffin lubrication as an efficient use of time and money to apply a lubricant that that blocks dirt and water, keeping the chain clean and avoiding the effects of using oil on modern chains.
In Episode 2 of the Zero Friction Cycling YouTube series (published June 2021) Adam Kerin categorized lubricants:
“Dry” drip lubes. These use “carrier” fluids which dissipate or evaporate leaving some kind of material on the chain. Most of these lubes test poorly in wear testing;
Oily “wet” lubes. All of them lose effectiveness because they trap dirt. All of them work for a while under wet conditions but lose effectiveness as they wash out in wet conditions. A few modern products are effective for a long time under adverse conditions;
Immersion (hot) waxes. These are applied when wax is heated to liquid and penetrates the load bearing spaces where it accumulates; the wax cools to the waxy semi-solid state. The wax fills the space, which protects against contamination. The wax is the lubricant. These lubricants work for hundreds of hours but need to be redone or refreshed. Applying these takes some tools (including a slow cooker or Instant Pot), knowledge and time.
ZFC has consistently reported immersive waxes – paraffin with additives – to be the best lubricants in protecting against chain wear. Video Episode 4, Wax Part 1 provides a narrative explanation. Adam Kerin suggests that plain paraffin, in blocks or in the form of manufactured products (melting down candles) is inferior due the low manufacturing standards. He recommended modern immersively applied paraffin wax products – MSW and Silca Secret Chain Blend (and a few others). However he tested some generic paraffin in 2023-24(there are many variants on paraffin, an product of refining and chemical engineering) Paraffin is discussed in Bike Chains Part 7 in this series.
ZFC also recorded good results with some modern fluid products which he describes as wax emulsions or chain coatings. Mr. Kerin initially differentiated between “traditional” “dry” drip wax lubes and some chain coating such as Squirt & Smoove. ZFC tests showed Squirt & Smoove work well, for a time. He had reservations about Squirt and Smoove – they may not penetrate depending on conditions, and can make it hard to clean or reset a contaminated chain. ZFC tested the wax based paraffin emulsion fluids Silca Super Secret Chain Coating and Ceramic Speed UFO (new formula)(March 2021).
In an interview with Dave Rome and James Huang of CyclingTips in the CyclingTips NerdAlert podcast released March 16, 2022 “Finding the best chain lube for your needs” Adam Kerin discussed his experience with modern liquid wax products including products by Ceramic Speed UFO, Silca and Rex Black Diamond, and updated his assessment of drip lubes. He suggested that traditional dry drip lubes had large amounts of carrier and too little lubricant material to coat the chain parts properly, while modern wax-compatible chain coating products coat the chain better. Some of the chain coating liquids dry into a solid wax or paste.
ZFC largely regarded most “traditional” drip lubes, wet or dry, including the wax drips, and most oily lubes, as inferior.
Factory Grease; Cleaning; Waxing
ZFC tested chains treated with Shimano “factory grease‘ by testing Shimano chains without removing the factory grease (see lubricant spreadsheet). ZFC favours removing factory grease before the chain has been contaminated with dirt and water before putting any lubricant on a chain. ZFC says it is worth cleaning a new chain to remove factory grease. His usual routine involves a chain that is not on a bike, and includes rinsing a chain by immersing it in “mineral terps” (mineral spirits) to dissolve the grease, and agitating (shaking). (In Canada, mineral spirits are sold as such, and also available in a more refined and less odorous formulation sold as paint thinner under the Varsol brand). Adam Kerin also does a further rinse in methylated spirits (denatured alcohol) to remove the residue of the mineral spirits. The rationale and method are discussed in Episode 6 “Chain Preparation FAQ” of the ZFC YouTube series from 2 minutes 15 seconds to 10 minutes.
It the spreadsheets, which are complex:
ZFC calculates the of cost to run a lube, $ per 10,000 Km on assumptions about replacing chains and groupsets. ZFC refers to Shimano 11 speed road chains and components – Ultegra and Dura-Ace, as well as GRX. There are sheets for different conditions. I think the currency in the material from the ZFC site is $ Australian and the prices are in Australia;
The wear refers the replacement standard of .5 mm. across 8 links. Wear in Blocks 2 and 5 is cumulative;
Chain life is a calculation assuming the correct use and periodic reuse of the lubricant;
Some “Immersive” lubricants – e.g. MSW were wax pellets; in 2022 MSW changed to selling cakes of wax; – the wax is melted and the chain is immersed in hot melted wax.
ZFC reviewed several “traditional” drip lubes in 2023, including Finish Line Dry (with Teflon), Finish Line Ceramic, PrestaCycle One, Wolf Tooth WT1. In 2023-24 ZFC reviewed a light generic (sewing) machine oil.
ZFC has published videos commenting on manufacturer/retail product claims and the quality of advice from the staff at bicycle shops.
Chain Durability
ZFC has measured chain wear on new chains to test the chains for durability. As of February 2022, 31 chains had been tested. These tests are similar to the lubricant durability tests. ZFC runs the test machine(s) on chains lubricated with White Lightning Epic Ride, a low viscosity dry-drip lube. The tests are explained:
ZFC graphed the results in bar graphs showing the Km before the wear reaches the accepted replacement point of .5%. The actual total wear, over the length of the chain will vary. An ANSI 40 pitch chain has links 1/2 inch (12.7 mm.) long. A chain will normally be more that 100 links long. A road chain may have 108 links or several more; a gravel or mountain bike chain could be longer. It depends on the length of the chain stays and the diameters of the largest chain rings and cogs. A chain of 108 links is 1371.6 mm long. The replacement elongation of .5% of that chain is a fraction more than 6.8 mm. Most drop-in chain checkers measure a span of 8 to 14 links. ZFC measures a span of 8 (half) links, with a precise KMC micrometer chain checker, at two points along the chain. ZFC defines or calculates the .5% replacement point based on wear on an 8 link span as .5 mm. ZFC reports elongation in a graph “km’s to 0.5% wear – Digital Chain Wear Checker (0.5mm across 8 links)”. The Km to .5% wear graph identified a few chains that last 3,000 Km. with the test lube. The average of the 11 speed chains was just over 2,000 Km. The KMC X11 SL (the semi-premium Super Light model) was above average at about 2,500 Km. [My factory chain had been an X11, but not the Super Light model]. The KMC X11 E-bike chain reached the replacement point at about 1,700 Km. [My new chain in spring 2021 was a SRAM 1170, which tested at about 2,700 Km to .5%.
In the test brief ZFC discusses chain material, surface hardening and surface coating. On the chain testing page ZFC says:
Budget chains … will be made of lower grade steel, and will likely have no surface hardening or low friction treatments or coatings applied (or limited parts receive treatment – i.e inner plates are treated but not pins or rollers.) Premium chains you can expect will be made of higher grade of steel, manufactured to tighter tolerances, and may have numerous treatments such as chromium carbide hardened pins and/or rollers, nickel plating or titanium nitride plating on inner/ outer plates, and again a variety of low friction coatings applied to some or all working parts of the chain.
It is expected that premium chains will be lower friction due to a number of factors (design, manufacturing, low friction coatings), and if have had surface hardening treatments, should be longer lasting.
Adam Kerin makes observations of chains during ZFC’s businesses of preparing chains, and testing – e.g. whether lube is expelled from the chain, and the sounds the chain makes as the test blocks proceed. Some observations are based on measurements. He consults with engineers in the cycling lubricant and the chain manufacturing businesses and mechanics and riders. He employs a model or idea of what happens in a moving chain. He says chain wear is not linear and does not proceed at a uniform pace – a chain has tipping points. He is concerned with whether a lubricant penetrates the spaces where lubricant is need, how well it is distributed, and with when and how contamination becomes distributed. The observations are in the narrative reports and web material, or in occasional cumulative “key learnings” papers (May 2019 paper; and updated v. 2.3a paper). His 2022 summary starts with these points:
Do not use wet lubricants if you ride off road.
Remove factory grease before installing or using a chain.
Immersive waxing is the lowest wear option
If you ride in wet weather, you must reset contamination in chain.
We now have some amazingly long lasting lubricants.
Do not underestimate the drivetrain cost to run difference between lubricants.
Adam Kerin recorded a YouTube Video Episode 18 Key Learnings from Lubricant Testing published on the ZFC channel May 8, 2022. It is nearly an hour long. He also consolidated his updates in update 2.3a, including notes on e-bike requirements.
Chain strength
ZFC uses a load cell device by LoadCell Supplies to test chains for tensile strength. As of February 2022 ZFC has published results on 16 chains. The machine broke down and the tests were paused.
For a few years, MSW was manufacturer of the principal paraffin bike chain lubrication product. Competitors innovated in engineering, manufacturing and marketing lubricants and chain cleaning products 2017-2023, inspiring innovation by MSW:
Ceramic Speed launched its UFO fluid chain lubricant product in 2017;
Silca Velo released a hot wax, a wax chain coating, and Synergetic, an oil based (wet) drip lubricant in 2020 and 2021;
Ceramic Speed released an new version of UFO Drip in 2021;
In 2021-22, Molten Speed Wax began to market and sell a new formula;
In 2023 Silca released a new version of its hot wax;
Rex released Black Diamond chain lubricant fluid and race powder in 2022;
Other manufacturers launched other immersive wax products and appliances;
Silca Velo and Ceramic Speed released chain cleaning fluid chemicals
Silca
Immersive Wax, and Chain Coating Fluid
Silca Velo’s immersive wax product, Silca Secret Chain Blend, became a top lubricant in ZFC lubricant wear tests. Its chain coating drip fluid wax Silca Super Secret Chain Coating, is superior. Its prices are higher than the prices of competing lubes but less expensive than several lubes sold as professional grade (racing) lubes.
Josh Poertner said in videos that Silca had been making paraffin wax pellets for a professional cycling team(s) for a few years, and that Silca put the product into production for retail sale as Silca Secret Chain Blend, released in June 2020. Hot Wax X was released in 2022. Silca followed up with advice videos and promotional videos. Silca did not claim, at first, advantages over other immersive waxes. The first mover in modern immersive wax production had been Molten Speed Wax. MSW and Silca Secret Blend paraffin wax products have to be melted. Each has some additives. Immersive wax was seen as a difficult way of lubricating chains when Silca brought its Secret Chain Blend to market. Silca’s entry to the market inspired MSW to improve its formula and change its presentation from pellets to solid pucks or disks. The sales of wax products have not been reported or published.
Silca Super Secret Chain chain coating fluid lube was announced in April 2020. In some ways, it competes with Ceramic Speed UFO Drip and with a few liquids made from paraffin precursor oils, or natural oils:
Squirt,
Smoove,
Effetto Mariposa Flower Power.
Silca says its Super Secret Chain chain coating fluid lube uses the the same paraffin as its hot wax Secret Chain Blend, with water and alcohol to make the product a low viscosity fluid; the fluid it is supposed to dry out and remain in place as a lubricant wax. The marketing is that this is as good as hot wax, and easier to apply. The label on the containers advises the product should be use on an “ultra clean” chain, new or used. This means, after reviewing Silca’s videos and podcasts, a chain with factory grease and residues of old lubricant and dirt removed – deep cleaned with solvents with the chain off the bike. The reviewer at Road.cc noted this, and some problems with the application of this lube in a review posted in October 2020. It is runny – most of it runs off the chain at the moment of application. I found this to be true.
Silca Velo suggests Super Secret Chain Coating be left for 24 hours after application to let the lube penetrate and dry into a wax chain coating. Silca’s product release information about Super Secret Chain Coating did not discuss the conditions limiting the use of this product – although more information was published by Silca.
Josh Poertner answered questions comparing Silca Secret Chain Blend, Super Secret Chain coating and Synergetic in March 2021 in the Marginal Gains channel video “Choosing the Best Chain Lube“. He said that Super Secret Chain coating had to be left for 12 to 24 hours after application, before use. Mr. Poertner said that a user planning a long ride in dirty or wet conditions would choose, among the Silca products, the wet lube Synergetic. (Further discussion of using Super Secret Chain Coating as a wax-compatible drip lube to refresh or top up immersion wax on a chain in Bike Chains 7 in this series).
Josh Poertner has not, as of August 18, 2024, directly attacked the new Finish Line hot waxes with their microspheres, although his discussions of lubrication of circular surfaces seem to criticize the idea that such particles can do what the Finish Line marketing says they do.
However, in a video published August 16, 2024 promoting more Silca custom wax “chips” he claimed that Silca’s Super Secret (Hot) Wax was the best lubricant in a ZFC test when ZFC has not made that call.
Synergetic drip lube
Silca announced Synergetic wet lube in November 2020. Synergetic superceded Silca NFS, which had been on the market as Silca’s wet drip in 2018. (Silca NFS had been endorsed by Adam Kerin of Zero Friction Cycling in his discussions with Dave Rome of CyclingTips for the March 2018 Seeking the Holy Grail article). Mr. Poertner said that Silca Velo had been unable to obain some ingredients and decided to drop Silca NFS and offer a new product.
Silca’s Synergetic wet lube was discussed in the a 22 minute Silca Velo YouTube video November 17, 2020 Announcing Synergetic Web Lube. The video shows the use of an abrasion testing machine with Synergetic and with Silca’s previous web lube, NFS. Silca has done other videos with the device to claim the superiority of Synergetic to Pro-Gold drip lubes and the superiority of Silca’s Synerg-E (e-bike) wet lube. The development of Synergetic was discussed in the Silca Marginal Gains podcast Lubes & Chains & Marginal Gains, November 30, 2020. The dominant theory has been that there must be enough oil on/in the chain to form a durable liquid barrier film on the surfaces where metal bears on metal and can cause wear. The video shows the wear that occurs where the oil does does not adequately coat the metal. For bicycle chain and other roller chains, this is generally believed to be due to the failure of the lubricant to penetrate or the displacement or dissipation of the lubricant.
In the podcast, Mr. Poertner referred to:
racing car motor oils, Polyalphaolefin (“PAO”) and other “synthetic” base stocks,
high quality type 5 (100% PAO) – the original Mobil 1 synthetic lubricating oil,
the invention of hydro-cracked synthetic oil,
litigation between Mobil and Castrol and
changes in the motor oil industry.
He mentions Silca’s testing and comparison of Mobil 1 with Silca’s NFS wet lube product and the new Synergetic wet lube. The podcast discusses the additives that Silca uses. Wear testing establishes that Silca wet lubes with zinc dialkyldithiophosphates and tungsten disulfide are better than other wet bike chain lubes. Mr. Poertner said that Synergetic is formulated with a high quality synthetic motor oil as a base oil. Silca contends this product coats the chain parts with lubricating tribofilm(s). The application of this product requires a film of oil to supply more additives to maintain the tribofilm, and as lubricant.
Silca initially used dripper bottles with pharmaceutical dripper tips to dispense small drops on rollers, for Synergetic. This is useful in aiming the drops at the edge of the rollers, and limiting the flow to a few drops,with little waste . Silca later dropped that feature and started to use conventional dripper bottles.
In November 2021 Silca released its Synerg-E e-bike lube which is like Synergetic, with an additional “tackifier” additive and/or calcium sulfate to enhance adhesion to the chain.
Marketing
Silca’s marketing has some features:
Silca, like Ceramic Speed, has used a bar graph that looks like the Friction Facts or VeloNews friction efficiency graphs, with its products interpolated;
The Marginal Gains episode on the Silca Secret Chain Blend immersive wax pellets show an Instant Pot, the Silca sous vide bag package, and a non-contact infrared thermometer. These will interest consumers with spare cash and a yen for conspicuous consumption.
Silca’s material about Synergetic emphasized the ease of use and minimizes the time and effort of cleaning chains lubed with the product. Josh Poertner, in the 22 minute Silca Velo channel (YouTube) video November 17, 2020 Announcing Synergetic Web Lube used a blue machine that he calles a Timken machine, an ASTM machine and an ASTM G77 machine. The manufacturer is not named; it may have been made by the American Timken Company.
The videos shows the use of the blue machine with Silca products and with some other drip lubes:
Lubricant Showdown #2 between Silca Synergetic and ProGold Prolink and Xtreme lubes;
Lubricant Showdown 3 between Silca Synergetic and White Lightning Clean Ride and Epic Ride .
The machine is not said to be used to test bike chain components on the ASTM G77 standard. The machine is used for product demonstrations to criticize other drip lubricants. Based on FF and ZFC tests, the drip lubricants were not efficient or efficatious to reduce chain wear:
ProGold
FF had showed around 7 watts
ZFC does not show any testing of ProGold products;
White Lightning
Clean Ride – FF had showed around 6 watts, and
Epic Ride – FF had showed 9 watts; it had failed ZFC testing.
The videos shows the wear that occurs where or when lubricant film does does not adequately coat. The amount of lubricant applied or “flung” is not measured; no time is allowed for distributing or settling the lubricant. The ring and pin arrangement is different than the interior spaces of bike chains. A surface area of the machine ring is much larger than the surface area of bike chain pin or the interior surface of roller. The discussion of lubricant being flung seems to be a distraction, given a ring powered by an electric motor at speed will fling any liquid on the surface.
The length of the wear marks are noted and in the videos is measured. The wear marks left by the machine on pins lubricated by Synergetic were small compared to the wear marks made by other products,. In the ProGold/Synergetic video, Mr. Poertner says that he surprized by how small the wear marks left on pin after the ProGold sessions are, implying he expected larger marks. In the White Lightning/Synergetic video, Mr. Poertner showed how rapidly and badly the sample wore when the ring and the sample pin were wetted with the White Lightning products.A failure of a lubricant to form a film on on the moving or load-bearing surfaces in a roller chain can be due to the failure of the lubricant to penetrate into the chain between the moving metal surfaces, or the displacement or dissipation of the lubricant. Some products – e.g. Silca Velo’s Synergetic- use an automotive motor oil base oil and additives that coat the chain parts with metal lubricating tribofilm(s). Mr. Poertner said that the lubricating ingredients in White Lightning and Finish Line products were diluted in a carrier fluid and did not lubricate effectively, which is are fair points for discussion and comment.
In the White Lightning video Mr. Poertner said the White Lighting products and some Finish Line products contained small amount of PFAS “forever chemical” additives. The environmental accusation apparently is that the products contain Per- and polyfluoroalkyl substances, and persistant organic pollutants. White Lightning markets Clean Ride as a wax lube, and Epic Ride as made of “non-petroleum based synthetic oils”. White Lightning does not use the Teflon™ or claim that its product contains Teflon. It does not appear that White Lightning says it contains PFTE.
When ZFC tested White Lightning products, the company did not respond to ZFC questions about its marketing claims for its products or about its testing processes.
I did not believe that the White Lightning and Finish Line products were good or good value before I saw these videos. In those videos, I saw the the marketing persona of Josh Poertner, more than his engineer persona.
More Innovation
Silca released”Ultimate Chain Stripper + Wax Prep.” in 2023, which competes with Ceramic Speed UFO Drivetrain Clean. Both are innovative, and different than mineral spirit solvents. Both are supposed to be biodegradaable, perhaps avoiding the enviromental and regulatory problems of disposing of used solvents and petroleum products. Both are expensive.
Other manufacturers entered the immersive paraffin wax market in 2022 & 2023:
Rex wax lubes;
CycloWax in Belgium introduced CycloWax, an immersive wax, and dedicated wax pot.
In early 2024 Silca released:
an additive wax to mix with other hot waxes to strip factory grease on a new chain in a one-step process, and
a dedicated wax pot with high temperature settings to melt the new additive wax and remove factory grease and wax a new chain in a single operation.
In August 2024 Silva began to market “chips” of waxes to alter the efficiency and durability of its hot melt wax products, and began to claim that its wax products had been the best tested by ZFC. ZFC had not published review of Hot Wax X, and listed the Silca immersive Waxes near the top of its tested and partially tested products but not at the top of the list.
There were announcements in early 2024 that major manufacturers in the drip lube industry were planning to release immersive waxes, chain coating fluids, and improved drip lubes. By July 2024 Finish Line had launched an immersive paraffin product called Halo. It was reported to have been failing in the first block of ZFC wear tests – to be as bad as Muc-Off and Finish Line drip lubes, relying on marketing and economic dominance of the relevant channels of distribution and sale of products.
Prepared chains
Shops including MSpeedwax, and ZFC sell and ship new chains, with factory grease removed, waxed with a branded immersion wax, ready for use. A buyer can test the riding a waxed chain. The chains will have to regularly reset by users by successive immersions. If the rider is not happy with the paraffin routine, the paraffin washes out and the user can dry the chain and use it with the user’s lube of choice.
Some vendors, e.g. Silca Velo, offered to provide a chain that has been prepared and polished. The theory is that a shop can polish or treat the metal on the inside of a chain that has been rivetted together by suspending diamond fragments in a lubricant to create a paste or slurry – which is removed by throrough cleaning before the chain is lubricated.
12. Choices
Many or most modern chains are not durable.
A few lubricants have been shown to help make chains last longer. The main options for a user or rider, involve recurring effort and costs:
Monitor chain wear and
replace the chain every few thousand Km., or
buy and use a better chain to replace the chain supplied by the manufacturer;
Keep the chain clean and lubricated; and
Use better lubricant.
Bicycle chain lubricants are chemically engineered petroleum products. Cleaning a chain involves other chemically engineered products, often solvents. Most lubricants and solvents are chemically engineered petroleum products. The main lubricant choices:
immersive paraffin waxes:
Manufactured pucks or blocks of processed paraffin and additives, including:
Molten Speed Wax,
Silca Secret Chain Blend,
other products developed by competing manufacturers – e.g. Rex, and
paraffin that some consumers have access to (blocks, candles etc.);
drip (including “wet” and “dry”) lubes,
Most are not very good:
expensive products from vendors that market widely and aggressively e.g. Muc-Off;
apprarently inexpensive products by brands including White Lightning, Finish Line, WD-40, Muc-Off, etc. ;
A few are effecive but fairly expensive e.g. Silca Synergetic;
chain coating or “wax-compatible” fluid waxes,
Ceramic Speed UFO;
Silca Super Secret Chain Coating;
Tru-Tension Tungsten All-Weather;
Smoove;
Squirt;
other innovators;
A few other fluid lubricants – e.g. Effeto Mariposa Flower Power.
Immersive waxing involves deep cleaning a chain to remove factory grease, and regular immersions in heated (“hot”) wax. Deep cleaning is discussed in Bike Chains 5. The repeated immersions involve a minor amount of time. The proprietary paraffin waxes are available from the manufacturers and from some bicycle supply companies:
MSpeedwax in Shoreview (St. Paul) Minnesota ships its Molten Speed Wax (“MSW”). MSpeedwax also is the American distributor of YBN chains and master links. MSW has been available from online retailers in the USA, although online retailers had product shortages in 2022;
Silca Velo in Indianapolis, Indiana in the USA, ships its Secret Chain Blend and other lubricants;
As of April 2023, Rex Black Diamond immersive wax was on the market .
Zero Friction Cycling, in Adelaide Australia sells Molten Speed Wax, Silca Secret Chain Blend and other lubricants. ZFC encourages consumers outside Australia to order lubricants from the manufacturers or local vendors where feasible to avoid the shipping costs for orders that involve shipping product from Australia. MSW and ZFC sell chain, including YBN chains and some other merchandise.
Drip lubes are easy to apply. The chain has to be cleaned often, and the chain wears in spite of cleaning and lubrication.
Chain coating fluids are also applied by dripping but require extra effort and time:
Some (Silca Super Secret Chain Coating, Ceramic Speed UFO Drip), perhaps all these fluids, require deep cleaning the chain to remove factory grease. The grease occupies the spaces that should be lubricated, and affects the operation of the lubricant.
These fluids have to be refreshed, and the chains have to be cleaned.
Chain coating fluid waxes require a a period of at least a few hours after application(the chain has to have time to dry).
This is part 7 of 8 posts organized as a single article, individually published as posts on this blog. In March 2024 I began to reorganize and revise the long article. The sections are numbered for reference here and in the table of contents for each post.
This post mainly discusses immersion in melted paraffin (hot wax) as chain lubrication. It will begin with a discussion of paraffin. It will address:
some attempts to use paraffin in drip lubes,
paraffiin chain coating emulsions and
other chain coatings applied as fluids.
18. Paraffin
Chemistry and History
Paraffin is a wax, a dry solid. Paraffin wax is a refined petrolem product, a synthetic wax made of alkanes. Some of its properties depend on the refining. The melting point can be under 35 ºC, or over 50 or 60 ºC. A company that obtained the corporate name ParaffinCo and the domain name paraffinco.com refers to paraffin wax as “normal paraffin”, it says, on a web page about the industrial uses & applications:
Normal paraffin is a straight-chain alkane, typically derived from crude oil through the refining process. It consists of a linear arrangement of carbon atoms with hydrogen atoms attached, forming a saturated hydrocarbon chain. Normal paraffins vary in chain length, which influences their physical and chemical properties, making them suitable for different industrial applications.
The melting point of normal paraffin varies with the length of the carbon chain, providing flexibility in choosing the appropriate type for specific applications.
Due to its saturated hydrocarbon structure, normal paraffin has low chemical reactivity, making it safe and easy to handle in various industrial processes.
It exhibits excellent chemical stability, resisting oxidation and other chemical reactions. This stability ensures that normal paraffin maintains its properties over time, even under varying environmental conditions.
Normal paraffin is hydrophobic, meaning it repels water. This property is particularly useful in applications where moisture resistance is crucial, such as in coatings and sealants.
…
Normal paraffin is used as a base oil in the formulation of industrial lubricants. Its stability, low reactivity, and lubricating properties make it suitable for various applications.
In metalworking, normal paraffin-based lubricants reduce friction and wear on cutting tools, enhancing their lifespan and performance. The lubricants also help to dissipate heat generated during the machining process, preventing damage to both tools and workpieces.
…
Normal paraffin’s versatility makes it suitable for a wide range of applications across various industries. Its ability to adapt to different formulations and processes makes it a valuable ingredient in many products.
Normal paraffin is relatively cost-effective compared to other raw materials, providing an economical solution for industrial applications without compromising on quality and performance.
The use of paraffin wax as a lubricant was discussed in a paper “The Friction of Lubricated Metals” published in by the Royal Society of London in 1940. Solid paraffin wax lubricates as a solid. The reasons paraffin wax lubricates have not been fully scientifically explained. The 19th century explanation for why ice (frozen water) is slippery when other cold solids are not is still debated – see the Vox article “Why is ice so slippery“.
The practical questions about paraffin as a bike chain lubricant are:
Does it reduce friction?
Since it is a solid
how is it applied to a roller chain?
as applied to open bearings (i.e. not sealed or otherwise protected), how can a user apply it?
Cycling Uses
The manufacturer of Molten Speed Wax says lubrication with paraffin was tried in the era of Mile a Minute Murphy, (i.e. before 1900 in the early days of safety bicycles). I have not explored this factual claim.
The bicycle chain lubrication industries attempted to deliver wax in suspension or solution in fluids, but did not find ways to apply solid paraffin wax to bicycle chains comparable to the practice of bike mechanics and cyclists – lubrication with oils and fluids.
Manufacturers experimented with putting paraffin or other wax in suspension in carrier fluids in dry wax lubricants in the 1980s and 1990s. The drip “wax” lubes originated in that era were not durable lubricants, but they were well marketed and competitively priced.
Immersion
For use as a bicycle chain lubricant, paraffin can be melted down into a low viscosity (thin) liquid, and a chain is immersed in the hot wax. The liquid fills the spaces around the pins and along the edges of the rollers. When the chain is removed from the liquid paraffin cools and solidifies. The paraffin wax is a microscopically thin barrier between the metal surfaces of the pin and the “sleeve” (bushing or half bushings, roller), and the overlapping areas of the link plates. The wax adheres to the metal and apparently sheers to slip, reducing friction. Paraffin may sheer, or form surface liquid films. Solid wax is more water repellent than liquid oils – it is not as easily “washed” out by contact with the stream(s) of water droplets striking and flowing into a moving chain.
As discussed in the post Bike Chains 4 in this series, Jason Smith of Friction (“FF) tested lubricants, including paraffin in 2012 or 2013. The FF test results were published in VeloNews in an article in 2013.
The idea of using a commonly available commodity attracted cyclists ready to experiment. Readers of the 2013 VeloNews article sent questions to the magazine about immersing chains in melted paraffin to get paraffin wax into bike chains. Questions were addressed by Lennard Zinn’s Technical FAQ column in VeloNews.
The positive results of the original article and a further VeloNew article in 2014 attracted attention. A few cyclists experimented with removing chains from bicycles and applying melted paraffin. This was discussed in cycling publications – inially printed periodicals (magazines, journals). As the internet expanded, the discussion moved online. The uses of paraffin (by riders, doing diy “garage mechanic” work melting wax in “coffee cans” in the 1970s or 80s) are mentioned in a few online resources including the CyclingTips Waxing Endless FAQ article by Dave Rome (another article published online at CyclingTips that the publishers of Outside and Velo have unpublished).
Immersive waxing did not work unless the user removed factory grease from the chain by repeated immersion in mineral spirits and agitation. If a clean chain is submerged in hot paraffin, the chain will warm to the temperature of the wax; the wax penetrates into the spaces around the pins, inside the rollers and at the end of overlapping link plates. If previously waxed chain has been properly cleansed of contaminants (washed off and chain dried), it can be treated as clean.
Removing factory grease also appears to be effective for increasing efficiency and reducing wear and noise with wax emulsions/fluids, dry-drip lubes with friction reducing additives, and oily wet lubes.
Lubricating with paraffin presented challenges:
The chain had to be removed – which was not easy without master links;
The chain had to be cleaned;
Paraffin had to be melted;
The chain had to immersed, moved and cooled. The wax had to penetrate the chain and stay in place;
The wax will, as the chain makes its revolutions, break down and flake off. Small amounts of wax are expelled;
The exposed wax at edges of the chain will be contaminated;
While solid wax is more water repellent than liquid oils – it is not as easily “washed” out by contact with a stream of water droplets striking and flowing into a moving chain – waxin needs to be renewed – a chain must be cleaned and lubricated again.
Within a few years after the VeloNews article in 2013:
other proprietary immersive waxes and wax emulsions with special features (additives, special packaging) came on the market;
riders and mechanics began to publish articles and videos on immersive waxing using retail paraffin or proprietary products safely (melt the wax in a slow cooker or Instant Pot, not on a flame). Some described the process, in an ironical tone, as “Chain Spa”, etc.
Molten Speed Wax developed and marketed its proprietary paraffin product within a couple of years after the FF test results were published. Arguably, MSW did not exploit the so-called first mover advantage in the market for hard wax.
Adam Kerin of Zero Friction Cycling (“ZFC”) argues immersive waxing involves less effort and cost than using dry-drip and wet lubes, and provides benefits for cyclists/owners:
It reduces chain wear, which reduces the costs of operating and maintaining a bike; and
Paraffin wax can be applied by a cyclist for modest expense, with little effort.
The users of paraffin say several things about why waxing works, and some of the benefits:
The lubricant penetrates the chain and occupies the spaces,
A waxed chain is not oily. Dirt does not stick to a freshly waxed chain,
Paraffin resists the movement of dust, dirt and abrasive material into the chain, and
Solid wax is more water repellent than liquid oils – it is not as easily “washed” out by contact with a stream of water droplets striking and flowing into a moving chain.
The bike lubricant article at BikeGremlin notes drawbacks of wax as perceived by many engineers:
{A ] shortcoming of paraffin wax is that it isn’t mobile enough to replenish lubed surfaces after being displaced, while not being strong enough to resist being displaced after put under pedalling pressure. This is apparent after some water gets on a paraffin wax lubed chain – it quickly starts squeaking.
That is why paraffin wax lubed chains need to be re-lubed often. Also, chain needs to be completely clean and dry before lubing, so that paraffin wax can stick to it and prevent dirt from sticking to it.
Unless paraffin wax is bought, melted by heating, chain submerged in it, let to drip dry, excess rubbed off … then a “special” dry lube for chain needs to be bought, with a fluid solvent that dries off and a rather high price. Label usually says something along the lines of: “wax based chain lubricant”.
Some commercial paraffin wax based chain lubricants often have other dry lubricants added (usually PTFE), in order to improve characteristics. However, unless some oil is added as well (which beats the purpose of using a dry lubricant to prevent dirt from sticking to the chain), the problem of displacement from friction surfaces (and not flowing back) mostly remains!
A chain needs to be cleaned deeply to remove factory grease before it waxed;
Paraffin needs to be renewed or replenished after a few hundred kilometers of riding.
The wax moves as the stresses of pedalling stress the lubricant in the chain links. A waxed chain may creak if the wax is thin or weak in one place within one link. This may happen if the wax has not fully coated the chain, which happens if the chain is not clean or the wax has become contaminated.
The wax begins to break down within a couple of hundred kilometers of riding. Small amounts of wax are expelled; some of the exposed wax at edges of the chain will be contaminated. Paraffin protects a chain from dirt and water for a limited time and distance. Therefore the chain should be relubricated at short intervals. If a chain is dry and free of contaminants on the visible surfaces, it can be redipped in the same wax. The simplest method of cleaning a waxed chain used in reasonably dry and clean conditions is to put the chain on the unmelted wax and heat the wax and chain until the wax melts. The wax can be melted repeatedly. A half pound of wax will last, according to MSpeedwax, for about 8 lubrications of training chains.
Adam Kerin of Zero Friction Cycling recommends a structured approach to cleaning and lubrication:
Factory grease should be removed before a chain is installed. Removing factory grease is best done before the chain is on the bike, as it involves putting the chain in solvents. A chain that has been lubed with a fluid lubricant and used need additional preliminary cleaning. Adam Kerin and others have opinions about which bicycle or industrial cleaning products can remove dirt and contaminated chain lubricant;
The rider should clean the chain according to the contaminants encountered – dirt, water or both – after every ride;
The best practice is to renew paraffin every 300 or 400 Km. – or at shorter intervals.
A fairly small amount of wax can be melted and used repeatedly, until the wax in the pot is too contaminated.
The critics of immersive waxing view it reservations relating to:
Power Efficiency – some drip lubes may be more efficient in converting the rider’s effort to forward motion (distance, speed);
Economic efficiency – the time and cost of regular waxing;
The difficulties of relubrication during long rides or competitive events – the necessity of taking a break to install another waxed chain
Adam Kerin suggested practices that a rider can follow after recreational and training rides or commuting in wet conditions in his paper Wet Weather/Winter and waxing guide. A wet chain should be wiped down to remove any water clinging to it. A rider can use alternative chains in succession, and set aside the used chain(s) for re-waxing. Adam Kerin cautions against putting a conventional “dry” or “wet” lube on a waxed chain. It is a temporary measure which will contaminate the chain. Serious contamination can lead to a full deep cleaning with solvents. Adam Kerin suggests only using wax-compatible fluid lubricant on a waxed chain.
The manufacturers and vendors of the brand name bicycle chain waxes, and many chain wax advisers:
suggest waxing with a brand name bike chain wax, and
warn against substitutions such as candle wax, canning wax, hobby/craft wax, and industrial paraffins.
However, when ZFC tested a no name paraffin sold as candle wax, it did not do badly,
The brand name chain waxes have been used by thousands of users, and the working methods are known. Users may not know what is in a substitute paraffin or a particular batch, particularly with industrial lubricants.
Prices
The leading brand name bicycle chain immersive waxes were sold as bags of pellets. Silca Velo still sells pellets; MSpeedwax shifted to selling 250 g. (half pound) discs (cakes, pucks?) of Molten Speed Wax in 2022. 250 g. of paraffin pellets, or caked paraffin, can be melted in a small container or device – e.g. a slow cooker – in one session. The chain will not take up more than a fraction of the wax. The unused paraffin can be cooled, and melted again several times. The used chain will surrender some contaminants into the wax. The wax in the pot wax will become contaminated. The prices, per bag, as of the end of April 2022:
Mspeedwax sold Molten Speed Wax in 1 lb. (453 g,) bags for about $25 (U.S.). It changed to 500 g. bags in late 2021 and to pucks in early 2022;
Silca Velo sells Silca Secret Chain Blend in 500 g. sous vide pouches for about $53 (U.S.). Shipping charges apply, but are waived/discounted for orders over $100.
There are other manufacturers and sources of paraffin. Several immersive wax products have been developed in the post was first written. Adam Kerin of Zero Friction Cycling mentions a couple in his news update June 3, 2022, and has reviewed or discussed other.
My start in waxing in 2022
When I began to look seriously at paraffin in February 2022, Mspeedwax was not shipping wax in March and April 2022; MSpeedwax was taking orders for new formula “available 4/30”, hoping to be able to ship product by May. MSpeedwax sold and shipped pre-waxed YBN chains. I bought and received 2 chains.
Among online retail distributors of Molten Speed Wax, some – e.g. Modern Bikes – said that they had no stock in March. Others – e.g. Universal Cycles – said they had stock, but applied high shipping costs to orders and claimed that delivery problems in Canada were attributable to the US Postal Service, the Canadian Border Service agency (clearing Canada Customs), and the Canada Postal Corporation. “One pound” of Molten Speed Wax from Universal Cycle, ordered in March 2022, arrived May 4, 2022. It was a 500 g. bag of pellets. The bag had adhesive labels indicating the wax had Tungsten Disulfide. It was a bag of “new” MSW pellets.
As of mid-April 2022, Mspeedwax explained its supply chain issue, according to updates published by the Australian distributor, Zero Friction Cycling, as a problem with obtaining containers. By the end of April, I had two new prewaxed YBN chains. I scraped dirt and the residue of old lube off the chain wheels and the cassette. I did not scrub the component in solvent.
I put a few hundred Km on each new YBN chain, and notice the chains starting to creak. I did not have wax to re-wax the chains. I tried to refresh the wax with Silca Super Secret Chain Coating (Silca Velo’s wax-compatible drip lube). As the mileage accumulated, I installed a spare SRAM PC1170 chain. I cleaned it with solvents (removed factory grease), put it on the bike and lubed it with Silca Synergetic. I used that that chain to avoid risking wear of my better chains and wear of drive train components until some wax from one of the sources showed up. The use of wet lube on the SRAM PC1170 chain will have consequences. It adhered to the drive train components, and will contaminate waxes.
In late April 2022 MSpeedwax’s “4/30” had become “5/20” and the price of MSW went from $22 to $25 per 500 g. By May 4, MSpeedwax’s goal became 6/10. By May 7, 2020 MSpeedwax announced MSW was being shipped in pucks, and changed product images on its web site. Dealers – e.g. ZFC – began to anticipate filling back orders by June 2022. I received my pucks on my February 2022 order on May 20, 2022. The pucks were wrapped in bubble wrap. I received the pucks on my March order in late July. The supply stabilized, and as of 2024 there are several immersive waxes marketed to cyclists.
Emulsions
Bicycle lubricant manufacturers may process paraffin wax to create their own proprietary emulsions. A refiner, a chemical company or a wholesale distributer may supply paraffin emulsions to manufacturers of bicycle products. ParaffinCo says:
Paraffin emulsion consists of finely divided paraffin wax particles suspended in water, typically with particle sizes ranging from nanometers to micrometers.
Paraffin emulsion appears as a milky-white liquid with a smooth texture. It is easily pourable and can be diluted with water to adjust the concentration
Paraffin emulsion is stabilized with emulsifiers to prevent the wax particles from agglomerating and settling out of solution, ensuring long-term stability and shelf life.
Normal Paraffin vs Paraffin Emulsion: Specifications & Uses
Chain Coating Fluids
I have mentioned drip lubes marketed as paraffin lubrications. In 2024, some of those drip lubes have been reformulated or kept on market.
ZFC use the term chain coating to refer to several fluid products that are applied as drip lubes, including paraffin emulsions. ZFC notes that some wax-compatible chain coatings can be applied to relubricate a chain that has been lubricated by immersion in melted normal paraffin. Two wax-compatible paraffin emulsions, tested by ZFC with good results:
Ceramic Speed UFO Drip;
Silca Super Secret Chain Coating.
Some chain coating fluids are made of refined petroleum products that have not been refined to the point of being paraffin which are not as wax-compatible as paraffin emulsions ZFC has reviewed the South African fluid lubes:
ZFC has reviewed some chain coating fluids including Effetto Mariposa FlowerPower that are effective, but not wax-compatible.
I will discuss the use of drip lubes, chain coating fluids and wax-compatible chain coatings on waxed chains in section 21.
19. The Immersive Method
Removing the Chain
Immersive waxing involves working with the chain off the bike frequentlly. The master link makes removing the chain much easier, and makes working with the chain off the bike regularly feasible. Master links are discussed in Bike Chains, Part 2 in this series.
Factory Grease
The point of removing the factory grease is to install paraffin on a truly clean chain to allow the paraffin to penetrate to the interior spaces and adhere to the metal. This also makes the initial immersion and subsequent lubrications with paraffin faster and simpler. Paraffin can be removed and replaced with a liquid lubricant – but time, effort and money will have been spent. The supporters of waxing say it is seldom necessary, after factory grease has been removed and a chain has been waxed, to do another deep cleaning with detergents and solvents.
Removing factory grease from a new chain is a time-consuming and demanding project. Removing factory grease requires solvents that will penetrate the chain and carry off the dissolved grease. The solvent recommended to cut grease is mineral spirits. It is also necessary to rinse the chain with a polar solvent that will carry off any water. Industrial ethyl alcohol (ethanol) is good. Cleaning a used chain is more demanding. Removing old lube and contamination requires a chain cleaning detergent before the use of the mineral spirits and methylated spirits.
Removing factory grease, or old lube, contamination and factory grease from a chain (or from drive train components) requires buying, storing and using chemicals that have strong odours or may irritate the respiratory organs, and which may need to be disposed of according to environmental regulations. A bike shop may perform the work, but will charge by the hour. This is hard-core DIY stuff.
Dirty Wax
A reasonably clean waxed chain can be waxed repeatedly, until the wax in the pot is too contaminated. Immersing the chain in melted wax will remove dirt. MSpeedwax suggests a half pound of its paraffin can be used 8 times for “training chains” if the chain is rewaxed at intervals and the contamination is simple dust. Contaminated wax will be discarded after a few uses, and replaced with clean fresh wax. A user will observe the wax during wax jobs and learn to judge contamination.
A waxed chain requires basic maintenance. This is mentioned by Dave Rome in the CyclingTips waxing FAQ and other material. The chain should be wiped to remove water if the chain has been used in wet conditions. Dirt on the outside will come off if the chain is wiped. Some substances that adhere to a chain, such as small amounts of old wet lube degrade the wax.
If a chain has been waxed with contaminated wax it should be reset by deep cleaning and fresh lubrication with clean wax.
Hot Wax Safety
The melting point of paraffin is approximately 37°C (99 °F)., but it varies. Some paraffin waxes melt at up to 67°C and congeal at 66.4°C. The melting point of the paraffin chain lubes is above 55℃, above the range of temperatures in the temperate and tropical parts of the world. Further notes on these waxes:
MSpeedwax cautions on the wax package that MSW should not be heated above 220 ℉ (104 ℃). It recommends that the chain and solid wax be heated to 200 ℉ (93℃). The chain is placed on dry wax in the pot, and heated at the same time to the same temperature. It suggests measuring temperature with a candy thermometer. Adam Kerin of ZFC mentions in some of his articles that he thinks it is 60℃. The exact melting point is not easily measured in a slow cooker unless the user has an instant read thermometer. It is in the range of 55 to 60℃;
Josh Poertner of Silca Velo did a YouTube Marginal Gains TV channel video in September 2020 How to Hot Melt Wax your Chain. He said that Silca Secret Chain Blend melts at 140 to 150 ℉ (60 to 65.6 ℃)
At the flash point volatile vapour enters the air, increasing the risk of fire and explosion. The flash point of paraffin varies, depending on the mixture. It may be 250 to 300° C. The boiling point of paraffin is above 370 °C (698 °F). The temperatures are not precise because paraffin is a blend of manufactured hydrocarbons, often mixed with other substances. The melting point(s) and boiling point(s) of paraffin are higher than the melting and boiling points of water. An appliance that generates enough heat to boil water can melt paraffin, but will probably not boil paraffin. The manufacturers of MSW and SSCB do not put product specifications, such as melting point or flash point of the wax on the Internet.
The bicycle chain waxes have additives. The additives do not seem to produce gases that can harm the user, and have minor environmental effects. Without disclosing amounts, the manufacturers list the lubricating additives:
Modern bicycle chain wax advisers discourage the methods said to have been used by the populist mechanic/riders in the 20th century: melting paraffin on a stove top, camp stove, or outdoor burner (e.g. a camp cooker that home brewers might use to brew beer or camp chefs would use to deep fry a turkey in oil). Even if you are careful, shit can happen in many ways – slip on the floor, step on lego, bitten by bug, distraction, inattention, pets, kids, zombie apocalypse. The wax can spill and catch fire from an open flame.
Waxing Nordic (cross country) skis was/is required with wooden skis. and wooden skis with laminated plastic bases. The Norwegian firm Swix made – and still makes a range of ski wax cylinders to rub on to skis to promote glide on the tips and tails and grip under the “kicker” section. (Swix has not brought abicycle chain wax product to market). Some ski waxes were melted by heating a waxing iron with a torch, melting the wax on the hot iron and dripping liquid wax on the ski bases, and smoothing/distributing it with the hot iron. When I was younger and confident, risk meant nothing … Waxing skis has changed too.
Slow Cookers
MSpeedwax and ZFC advise using an electric cooking device called a slow cooker (Crockpot™ is one slow cooker brand). Slow cookers are a mature electric appliance technology. Electric multi-cooker appliances such as the Instant Pot™ are electric pressure cooker devices with “smart” controls and slow cooker functions. Basic slow cookers with ceramic inserts (crocks), without timers or “smart” controls have 3 or 4 settings: Off, Low, High (or Off, Warm, Low, High). The heating element is in a belt in the metal case that surrounds the insert. The element is always on; the switch controls the watts of power that to the heating element. This kind of slow cooker may heat to about 100 ℃ (212 ℉) in spots at the outer edges. It takes over 30 minutes on high to warm a chain and a 225 g. (1/2 pound) of wax to about 65-70 ℃. The contents will get hotter as time passes, specially with lower amounts of contents. A small or medium slow cooker will hold a chain – even two or more chains, and melt enough wax to immerse the chain(s).
MSpeedwax advises to use a slow cooker on high, and set a timer. ZFC advises using the low setting. Low will melt the wax. It takes longer, but is safer and gives the user more time for other things. MSpeedwax suggests a slow cooker with a small crock (1.5 or 2 quarts), and discourages using 4 or 6 quart models. Adam Kerin of ZFC uses large oval slow cookers in videos – he has them in his shop and uses them to wax multiple chains in one session. Adam Kerin provides advice on the ZFC site on locating places that sell 1.5 and 2 quart slow cookers in New South Wales. He recommends staying with small or medium (3.5 quart) slow cooker devices. Basic slow cookers were and still are available in small (1.5 or 2 quart), medium (1.5 or 4 quart), and large ( 6, 6.5 or 7 quarts). Larger retailers still carry brand name small slow cookers with ceramic inserts. In March 2022, I located a 2 quart slow cooker at a Walmartstore in Victoria BC for under $30. Small used slow cookers are available. Buying a small slow cooker is an inexpensive way of getting a dedicated device. It isn’t an elegant device. It uses electricity. It is less efficient than other appliances, but it draws little current.
MSpeedwax advises that the chain should be in the slow cooker, and should heated with the wax. ZFC agrees. Adam Kerin adds that If the chain was left out, the chain should say in the hot wax at least 5-10 minutes.
Some advisers, e.g. the narrator in the Bikes and Blades channel video, suggest a device designed to melt waxes used in beauty spas. Small Rice cookers may be about the same size as small slow cooker. The automated heat controls of rice cookers are set up to bring water to boil quickly and then simmer. MSW has not discussed rice cookers. ZFC says rice cookers are not a good idea for heating bicycle chain wax.
MSpeedwax and ZFC use a swisher tool to manage handling the chain while the chain and wax are hot. A tool that sticks up out of the wax is necessary – it is not feasible to get the chain out of 70 to 100 ℃ liquid without a tool. MSpeedwax sells one ($15 US) but has posted an article “Making a Swisher Tool” with detailed dimensions to make one by cutting and bending a metal coat hanger. The dimensions are for a tool that will lay a chain in the bottom of a small or medium slow cooker. When the waxed chain is removed, the chain can be removed from the swisher (use gloves – hot) and hung over the pot (if the working space is ready) to catch hot melted wax that will drip from the chain until the chain cools and the wax congeals in place. The pot, if you do not plan to cook in it, can store the wax, which can be reused.
Instant Pots™, Multicookers and other devices
Silca Velo suggests using an Instant Pot™ (or a comparable multicooker). An Instant Pot can melt paraffin, safely, using the slow cooker program setting. Silca Velo executive Josh Poertner recommends, in the Silca Velo waxing video, using the multicooker slow cooker settings. . As Mr. Poertner demonstates, an Instant Pot is faster to reach the desired temperatures than a conventional slow cooker. Silca does not appear to be concerned about chemical effects of overheating the wax. Silca does not think the risk of heating above the flash point is serious. An Instant Pot™ should hit a burn warning and shut down before it heats the contents to the flash point of paraffin in any of its programs. The high energy programs that need the lid locked should not be used to melt bicycle chain wax.
Other videos on other sites (e.g. Russ Roca at Path Less Paddled) show users using the sauté program. The wax melts from the bottom. The user can break the cooler crust and stir the wax to distribute the heat. The user may have to tend the pot.
Instant Pots are electric pressure cookers, with powerful heating elements to heat fluids to temperatures above 100 ℃, and safety features to prevent burning or overcookingfood. An Instant Pot’s sensors and programs turn the power off and on to maintain the temperature. Josh Poertner said in the Marginal Gains video How to Hot Melt Wax Your Chain that an Instant Pot was better than a conventional slow cooker at melting paraffin. Mr. Poertner suggested putting the wax in the Instant Pot’s liner/insert/pot and melting it in the pot. He recommends buying a liner/insert/pot for wax, and keeping the wax liner in the garage or workshop. He would use a multicooker without the pressure lid, in a lower heat program.
Multicooker devices can be operated without the pressure lid in slow cooker and sauté programs. The medium slow cooker program setting puts out comparable heat to a conventional slow cooker on low; the high slow cooker program setting puts out comparable heat to a conventional slow cooker on high. Culinary publications – e.g. America’s Test Kitchen – warn that Instant Pots™ heat large amounts of water (4 quarts in a 6 or 8 quart pot) so slowly in the slow cooker program settings that the water will not reach temperature that the user expects. The low or medium sauté settings can melt wax or heat water faster than the device in slow cooker mode, but may cut out when the device hits the top of a range. The heating element of an Instant Pot heats the food at the bottom of the pot (nearest the heating element) to these temperatures, which are lower than the flash point of paraffin:
Setting
℃
℉
Slow cooker medium
88-93
190-200
Slow cooker high
93-99
200-210
Sauté low
135-150
275-302
Sauté medium
160-176
320-349
Silca Velo suggests a way to use an Instant Pot with Silca’s Secret Chain Blend Wax – putting the resealable waterproof plastic bag into hot water in the Instant Pot liner/insert/pot. Silca describes the bag as a sous vide bag; the point is that the bag can be placed in near boiling water and will not melt or degrade. The Instant Pot is used to heat water quickly to a temperature that will melt the wax, a temperature at or below the boiling point of water (212℉; 100℃). The pouch is put in the water; the wax is melted without melting or tearing the bag. In this method, the chain is waxed in the bag and the wax does not touch the pot.
In the Silca Velo video, Mr. Poertner builds a swisher with a used spoke, and uses it to lower the chain into hot wax rather than putting the chain in with the unmelted wax. He says that the liner/insert/pot can be removed to a place where the chain can be hung.
Silca endorsed using an Instant Pot™. This approach works if you have a device and use it safely. Buying a liner/insert/pot for wax may be more expensive than buying a dedicated slow cooker. You may be reluctant to operate an Instant Pot outside your kitchen, or reluctant to carry a pot of hot wax and a chain around.
Some users have tried to adapt tdevices used to melt wax for beauty industry uses (i.e. depillatory), but devices for that industry may not melt wax to the proper temperature.
Some specialized cycling industry products were in the markets in late 2023 or early 2024. Cyclowax sells a wax pot in Europe. Silca has a special hot that will handle paraffin and a special wax developed by Silca to strip factory grease and wax a chain in one step.
Temperature and Agitation
MSpeedwax recommends using a candy thermometer to check the temperature of the melting/melted wax. It said when the wax was heated to 200 ℉ (93℃), the user should agitate the chain for 45 second and take it out. In ZFC videos, Adam Kerin uses a digital thermometer and says the user should agitate the chain. ZFC does not have a recommendation on how long to leave the chain in the wax if the chain has been heated in the slow cooker.
Mr. Poertner of Silca Velo demonstrated the use of a non-contact infrared thermometer to check the heat of the wax, at the surface, as it heats and cools in an InstantPot. Russ Roca of the Path Less Pedalled site uses such a device in his November 2021 video “Watch This before you Wax your Bicycle Chain“, basically following the Silca method. Silca is looking for melted wax – above 140 to 150 ℉ (60 to 65.6 ℃). Silca agrees that a chain should be agitated when the wax is melted. Mr. Poertner recommended leaving it in the wax until the wax begins to congeal. If a user knows the congealing temperature, a user with any device that reads the temperature can leave the chain in the pot and take it out as the wax is congealing. This means, I think, less wax will drip off or out of a chain?
Chain Spa
The user needs to have or acquire devices, and set up a working space and routine to use wax.
20. Wax-Compatible Fluids
The solid wax on a waxed chain should block dripped fluid lube from penetrating the chain when the wax is fresh. After the chain has been used for a while, a dripped fluid may have some spaces that it can penetrate. The main direct consquences of using a fluid on a waxed chain:
The fluid may lubricate places where the wax has been compressed, displaced or deteriorated;
A fluid may trap contaminants or weaken the wax; and
The user may need to reset the chain to get rid of contaminants including the residue of the fluid by deep cleaning before re-waxing.
ZFC’s advice was to not use most drip lubes on a waxed chain, including the traditional low reputation dry-drip lubes marketed as depositing a wax or waxy lubricant on the working parts of a chain. ZFC says that wax-compatible drip lubes can be used on an immersion waxed chain. The term seems to refer to a lubricant that will come out of a chain immersed in melted paraffin without contaminating the paraffin or interfering with the application of melted paraffin to the chain. Adam Kerin said, at one point:
Can I use a drip lube to supplement waxing? Sort of. I have tested Smoove with msw, and if a single application (as per my advanced [Smoove] application guide in instructions tab), and you run that application until it is starting to feel a bit dry, then re waxing straight over seems to go ok – just not you will be contaminating wax in pot somewhat. Same with UFO Drip. I have heard from a customer similar with Squirt (which is same type of lubricant as Smoove). If you add any other drip lube on top, then you will need to fully strip clean and prep chain again prior to waxing following Waxing Zen Master guide – with the addition of boiling water rinses first to melt off majority of wax before moving to solvents. Remember for chains the wax needs to bond to clean film free chain metal, if you put drip lube on top and then just rewax – expect wax will not bond to chain metal, and it may contaminate wax in the pot such that all future waxing’s wont go too well either. Smoove / squirt is often used for long extreme events like 24hr mtb racing or mtb stage races over top of msw as that works brilliantly, but cleaning prior to re waxing after is required to keep wax in pot clean and ensure good wax bonding to chain metal.
Silca Velo promotes Silca Super Secret Chain Coating drip fluid as almost chemically identical to Silca Secret Chain Blend immersive wax, and requires users to “ultra clean” a new chain, to remove factory grease. Silca Velo sells it as the cold equivalent of hot wax in a drip bottle. It is low viscosity (very runny) drip. It must be left to dry. If factory grease is not removed, or if it is not dried, it will not lubricate as well as advertised – or as reported by ZFC. Applying this stuff makes a mess; a lot of fluid is wasted dripping off the chain. Super Secret Chain Coating was intially sold in 4 ounce and 8 ounce dripper bottles. Silca later released the product in 12 oz. quantity in a 16 oz plastic jar, for immersing a chain in the product. There is no video for the use of this jar. ZFC has not done a report on this method of application. A user posted a video April 1, 2022 of using a chain cleaner cassette tool to apply the product.
Josh Poertner of Silca Velo addressed topping up an immersively waxed chain in the March 2021 Marginal Gains TV video “Choosing the Best Chain Lube“. When a hot immersion is not possible. and Silca Super Secret chain coating drip is not practical (the user has to give the fluid coating 24 hours to penetrate and dry), his solution, within the Silca products, is to use the oil based Silca Synergetic wet lube for the event or ride. For a rider who rides waxed chains, this means changing chains before the event or, resetting (deep cleaning and hot waxing) the chain before (and after) the event/ride.
Silca recommends “topping up” a chain waxed with Secret Chain Blend by dripping Super Secret Chain Coating on the waxed chain, as demonstated in the Silca Velo YouTube channel “Ask the Expert” video episode 7 “Chain Maintenance“. Josh Poertner presented this advice again May 11, 2022 in the Silca Velo YouTube “how to” episode How to Extend the Life of your Hot Wax Treatment. In the “how to” video Josh Poertner:
gives a reason for using a wax-compatible fluid lube. He says that the original wax is compressed and displaced, leaving spaces that a fluid will penetrate, providing addtional lubricant;
suggests that the chain should be cleaned by running it through a microfiber cleaning cloth before dripping a wax compatible fluid on the chain.
I used Silca Super Secret Chain Coating to top up MSW waxed chains in April 2022. It worked when I gave the chain coating fluid time to set.
Adam Kerin does not address the time requirements for low viscosity liquids to dry or set. Using a fluid that needs time to set is not feasible when the lube is applied during a ride when a rider on a long or extreme ride on a waxed chain needs to relube during the event.
Adam Kerin of ZFC addressed the use of wax compatible chain coatings in the ZFC YouTube video Episode 18 Key Learnings from Lubricant Testing May 8, 2022. He suggests (at about 6:30 in the video), for a rider who uses a wet lubricant for a long ride, using the “least wet” product. His advice for best option for a multi-day event or a bike packing trip (at about 40:15 in the video) depends on conditions. He suggests wax compatible drip lubes can be used to top up a waxed chain if on a ride under dry condition, when a rider is making a long stop – such as stopping overnight on a long ride. He favours owning and using a second waxed chain and carrying and changing to the replacement chain on a long ride under wet and very dirty conditions, or using a “dedicated race chain”. Eventually his advice involves compromises; there is no free lunch with chain lubrication.
In the CyclingTips NerdAlert podcast March 16, 2022 “Finding the best chain lube for your needs” Adam Kerin expanded on using fluid chain coatings with a waxed chain. He mentioned Ceramic Speed UFO Drip, Silca Super Secret. He mentioned, in passing, Rex Black Diamond which is a wet lube. (The Finnish ski wax firm Rex released two bicycle chain fluid, 2015-2022.) ZFC has tested and reported on UFO Drip, Silca Super Secret. There is no ZFC report on the Rex product. ZFC has not reported structured test reports of any of these products to “top up” an immersion wax. The site has notes that Rex Black Diamond was in the store and being tested. In the “Concise” waxing video, posted in April 2022, at the 10:55 point, Adam Kerin recommends 3 wax-compatible drip fluid lubricants for use to refresh the lubrication on a waxed chain:
Silca Super Secret Chain Coating;
Ceramic Speed UFO;
TruTension Tungsten All Weather.
Adam Kerin recommends using these products, as needed, to keep the chain running smoothly, between immersive applications of melted paraffin. He suggests a few wax compatible products can be used 3 to 5 times between immersions; he still recommends immersions as the primary way of re-lubrication of a waxed chain. He followed up with a video in September 2022 – ZFC YouTube Channel Episode 21, Lubricant Choice Guide.
This post was written in the spring and summer of 2022. I stopped working on it, subject to corrections, August 19, 2022.
Covid-19
The Pandemic
The SARS-CoV-2 (Covid-19) pandemic is a mass infectious disease, caused by repeated mass infections with SARS-CoV-2 viruses. The name means:
The virus causes sudden acute respiratory syndrome (SARS), a serious illness systematically described during and after the SARS outbreak of 2002-2003. SARS affects the organs of the respiratory system, like an influenza.
The original virus was different from the virus(es) that caused the SARS epidemic in 2002-2003, SARS-CoV-1.
The original SARS-CoV-2 virus was:
contagious – it infects people easily and infects more people; and
virulent – many infected people experience severe symptoms.
An outbreak of an infectious disease is a crisis if the illness cannot be treated and or resolved naturally without consequences. Epidemics are outbreaks of infectious diseases that occur when the number of infected persons increases rapidly. Pandemics are large epidemics. The illness or virus SARS-CoV-2 became an epidemic in December 2019, and a pandemic in March 2020. Features of this infectious disease were apparent by January 2020:
Pre-symptomatic (infected, but not sick enough to show symptoms of illness) persons could transmit the virus;
The virus was airborne – an infected person could transmit the virus by exhaling and an uninfected person could be infected by inhaling.
In many infectious diseases animals infect humans by transmitting a pathogen – e.g. mosquitoes carry a parasite that causes malaria – but humans with the disease do not transmit the pathogen. The SARS-CoV-2 disease began as a spillover, or zoonotic outbreak in Wuhan, a city on Yangtze river in Hubei province in central China in late 2019. Previously a related SARS-CoV virus had infected bats that denned in caves in Yunnan province in southwestern China, several hundred Km. from Wuhan. The bat virus had spilled over and infected miners working in bat-infested caves in 2012. Chinese scientists had collected sample of bat viruses since the outbreak of SARS in 2002, and had collected samples from the Yunnan caves. The lab leak theory explains how the virus reached Wuhan and spilled over. It was not supported by scientists at first, and discouraged to avoid antagonizing the Chinese government, or to minimize knowledge of the scope and risks of scientific research into viruses.
A widespread endemic disease with a stable number of infected individuals is not an epidemic. Since the beginning of the Covid-19 epidemic, scientists and pundits speculated – with wide publicity – that SARS-CoV-2 would become an endemic illness. Endemic refers to repeated infections by a pathogen that has not been eradicated – a pathogen that will infect humans for a long time or forever. Endemic diseases can be serious. People heard about endemic often and many people began to think it meant mild illness.
Pandemic fatigue is not a biological effect of a pathogen. It is a sociological term fordecision making by thousands or millions of persons. It is a concept like herd mentality.
Infectious Diseases in History
Notable infectious diseases:
The Spanish flu 1918-1920 (it orginated in Kansas, USA and went to Europe with Americans in WWI) was the largest pandemic of the 20th century. It was a zoonotic viral disease. The virus was an influenza A virus in the H1N1 lineage – crossover of a swine flu. The pandemic was controlled with public health measures, and ended when the virus stopped being transmitted to new victims. A vaccine was not developed or used.
The viral disease smallpox caused several epidemics and pandemics. It was one of the first infectious diseases which was controlled by vaccination. It may have been extirpated.
Tuberculosis is a bacterial disease. It has become rare in Europe and North America and can be treated but remains a serious public health problem in most of the world.
Polio is a viral infectious disease. There were epidemics in the United States and Canada as recently as 1950. It has been controlled with a vaccine and was believed to have been extirpated in the Americas. In 2022 outbreaks were noted in Afghanistsan, Pakistan, parts of Africa, Israel, and the U.K. A case was recorded in the U.S.A.
Smallpox and other illnesses affecting Indigenous residents of the Americas were introduced by contacts with Europeans in the 16th,17th and 18th centuries. America’s distance from Europe, Africa and Asia protected the living residents of the lands now occupied by the USA and Canada from many later epidemics and pandemics. Americans in America were infected during a few major outbreaks of the infectious diseases above in the 19th, 20th and early 21st centuries. People in the other parts of the world were affected by pandemics and serious epidemics in the 150 years before 2020 including:
“Russian Flu“, the viral pandemic in Russia and central Asia 1889-1890;
“Asian Flu“, the pandemic outbreak of the A/H2N2 virus in southern China in South Asia 1957-1958;
The 7th pandemic of the bacterial illness, Cholera, in Southeast Asia 1961-1975;
“Hong Kong Flu”, a pandemic outbreak of the H3N2 virus in Hong Kong, China and South Asia 1968-69;
1977 Russian Flu, an outbrief of an H1N1 lineage virus, Influenza A/USSR/90/77
Some people survived diseases, and did not become reinfected. Eventually medical science explained the model of the immune system. Medical practitioners after trial and error experiments started vaccination against smallpox by the end of the 18th century.
Breakthrough infections occur when vaccinated individuals (or individuals believed to have recovered from an infection) becomes infected with the illness, because the indidual’s immune system, which has been strengthened by a vaccine or experience with an earlier infection has failed to provide complete immunity against the pathogen.
Covid-19 in 2019-2021
There had been no vaccines for the Covid-19 virus in 2020. The American government subsidized vaccine development and expedited regularatory processes. The Warp speed program affected the development of vaccines effective against the virus by the ended of 2020. The Pfizer and Moderna vaccines protected people from infection with the original virus, and provided protection from the severity of the illness caused by infection with some of the variants . The campaigns in the first part of 2021 to vaccinate adults in the USA and Canada, including BC, with two doses of those vaccines were regarded as successful. The leaders of drug companies said, in 2021, that they could produce new vaccines to immunize people against variants of Covid-19. The public health officials were hopeful.
When vaccines do not provide immunity, and an illness cannot be treated with a medication, healthy people should avoid contact with persons who can transmit the pathogen. Government health officials/authorities used non-pharmaceutical interventions (“NPI”) in 2019 and 2020, mainly aimed at reducing social contacts:
Lockdowns and some other NPIs shut down travel, hospitality and retail industries in North America and Europe. Lockdowns in Asia, including the Republic of China affected resource extraction, manufacturing, transportation and commerce.
The American federal government and some other governments subsidized the development of vaccines, as noted.
Other governments committed to buy the vaccines. The vaccines were developed, approved, manufactured, distributed and used by early 2021;
Scrubbing surfaces and handwashing may have helped, but may have been theatrical;
Masks initially said by public health officials in North America to not be to protect individuals from inhaling the virus and to not prevent individuals from transmitting the virus. Masks were policy in the Republic of China.
The initial North American public health advice may have been stated to prevent runs on masks in the early months before masks became more easily available but the public health advice and policy shifted:
In February and March [2020], Fauci, the World Health Organization, and the CDC all recommended against protective masks for non-symptomatic members of the public. Their line was: don’t bother. On February 19, Fauci told USA Today, “In the United States, there is absolutely no reason whatsoever to wear a mask.” On March 8, as scientists estimated tens of thousands of undetected Covid cases in the US, Fauci told 60 Minutes, “There’s no reason to be walking around with a mask. When you’re in the middle of an outbreak, wearing a mask might make people feel a little bit better and it might even block a droplet, but it’s not providing the perfect protection that people think that it is.” In the same interview, laying the foundation for a fog of disinformation that is still very much with us, Fauci suggested wearing a mask might actually increase the risk of contracting the virus, “Often, there are unintended consequences — people keep fiddling with the mask and they keep touching their face.”
Two weeks later, at an April 3 press briefing, the White House reversed its guidance. Now authorities were advising us to wear “non-medical cloth” face-coverings in public spaces. (Fauci didn’t attend that briefing, prompting a round of “where is Fauci?” speculation from his fans on Twitter, but also sparing him the embarrassing display.) Surgeon General Adams, who had tweeted on February 29, “Seriously people- STOP BUYING MASKS! They are NOT effective in preventing general public from catching #Coronavirus,” acknowledged that the shifting guidance had been “confusing to the American people.” … And Trump, adopting a vague and unhelpful line on masks, one he’d maintain basically until contracting the virus himself, said, “It’s going to be, really, a voluntary thing. You can do it. You don’t have to do it. I’m choosing not to do it, but some people may want to do it, and that’s okay. It may be good.”
The flip-flop was a blow to the integrity of public health experts. It fueled and credited the suspicions of conspiracists — right-wing media outlets continue to insist that masks don’t help, cause health problems, and that mandating them is an oppressive imposition of the liberal nanny state. And it provided an opening for Trump to sow further doubt and confusion.
Masking policy did not require highly effective masks, and was not enforced rigorously. Masking was an effective NPI in Europe, North America and other areas where vaccinations had been widely administered. NPIs became “mandates” in 2021:
requiring proof of vaccination to work, enter public spaces or obtain services, and
masking for access to places where people gather.
The mask mandate became a principal enforced NPI in the Canadian province, British Columbia (“BC”) by mid-2021 when over 70% of the adult population had received two doses of the approved vaccine. Combined with other measures, including investment in vaccines, moderate NPI measures worked. In the absence of provincial government rules, businesses could recommend that customers and visitors wear masks in indoor public places, but could not require it. The BC indoor mask rule was removed briefly in the summer of 2021, on the assumption that the vaccine program had immunized enough people to make the public safe. Masks became uncommon and public spaces including restaurants, food courts, stores and malls got busy. As the restrictions were lifted, infections went up. The BC mask mandate was restored by the end of August 2021, and several other NPIs were left in place until March 2022.
Several variants of Covid-19 caused by mutations were discovered; several virulent and contagious variants were identified by the World Heath Organization as variants of concern. Several variants that evolved and circulated, including Alpha, Beta, Gamma and Delta.
The Canadian federal government and provincial governments collected data about infections and severity of illness. The data was published on the Web in daily data dashboards through to the end of 2021
News and personal action
The Covid-19 virus and the pandemic were in the news constantly in 2020. The colume (i.e. amount) of news was overwhelming and unmanageable, and the news was contradictory and changeable.
The 2021 work in the Best American Science and Nature Writing series contains works published in 2020 . In part, it demonstrates the depth of discussion of the Covid pandemic in some publications in 2020. The Covid section begins with Zeynep Tufecki’s article in The Atlantic in September 2020 on the Overlooked variable, about the stochastic variability of the dispersion rate of the virus, a factor that was and has not been widely discussed in the media. Other articles about the pandemic address lack of personal protective equipment, the management of care homes for the elderly, vaccines, epidemiology, and the outbreaks of false news about medical treatments and public health.
Omicron
Variant
Covid-19 variant B.1.1.529, also known as BA1, (the first Omicron), was reported in South Africa in November 2021. It spread rapidly. It appeared to become prevalent, and has mutated into new lineages. BA1 Omicron was more contagious than other variants, but less severe. The vaccines, although they did not provide immunity, mitigated the severity of respiratory symptoms in healthy young and middle aged adults.
BA1 was in Canada by November 2021. The need for boosters was clear by November. In January 2022, Canadian public health officials confirmed that Canada, like the USA, was experiencing a fifth wave of Covid-19 infection and illness. Canadian governments began to run to administer “booster” doses of vaccine in late December 2021 and January 2022. In BC 1st vaccine boosters (3rd shots) were administered in December 2020 and January 2021. The government did not get the clinics set up in time to administer the shots until the end of the year.
The journalist David Leonhardt argued, in the New York Times Morning Newsletter, that the Omicron variant, as he understood it, was causing milder illness. He suggested that the great majority of people in America could live with Omicron:
Somebody infected with Omicron is less likely to need hospital treatment than somebody infected with an earlier version of Covid. …. Hospitalizations are nonetheless rising in the U.S., because Omicron is so contagious … …. Omicron is not just less likely to send somebody to the hospital. Even among people who need hospital care, symptoms are milder on average than among people who were hospitalized in previous waves. A crucial reason appears to be that Omicron does not attack the lungs as earlier versions of Covid did. Omicron instead tends to be focused in the nose and throat, causing fewer patients to have breathing problems or need a ventilator.
….
Dr. Leana Wen, Baltimore’s former health commissioner, wrote a … Washington Post article in which she urged a middle path between reinstituting lockdowns and allowing Omicron to spread unchecked. “It’s unreasonable to ask vaccinated people to refrain from pre-pandemic activities,” Wen said. “After all, the individual risk to them is low, and there is a steep price to keeping students out of school, shuttering restaurants and retail shops and stopping travel and commerce.” But she urged people to get booster shots, recommended that they wear KN95 or N95 masks and encouraged governments and businesses to mandate vaccination. All of those measures can reduce the spread of Covid and, by extension, hospital crowding and death.
What about elderly or immunocompromised people, who have been at some risk of major Covid illness even if they’re vaccinated? Different people will make different decisions, and that’s OK. Severely immunocompromised people — like those who have received organ transplants or are actively receiving cancer treatment — have reason to be extra cautious. For otherwise healthy older people, on the other hand, the latest data may be encouraging enough to affect their behavior. … Before Omicron, a typical vaccinated 75-year-old who contracted Covid had a roughly similar risk of death — around 1 in 200 — as a typical 75-year-old who contracted the flu. … Omicron has changed the calculation. Because it is milder than earlier versions of the virus, Covid now appears to present less threat to most vaccinated elderly people than the annual flu does. The flu, of course, does present risk for the elderly. And the sheer size of the Omicron surge may argue for caution over the next few weeks. But the combination of vaccines and Omicron’s apparent mildness means that, for an individual, Covid increasingly resembles the kind of health risk that people accept every day.
David Leonhardt, New York Times Morning Newsletter, January 5, 2022, Omicron Is Milder
The medical/scientific view was more cautious about Omicron. Within a few months, other Omicron lineages were recognized. A web page published by Johns Hopkins University discussed breakthough infections of omicron variants, and the known risks:
A variant of concern has been observed to be more infectious, and is more likely to cause breakthrough infections or reinfections in those who are vaccinated or previously infected. These variants are more likely to cause severe disease, evade diagnostic tests, or resist antiviral treatment. Alpha, beta, gamma, delta and omicron variants of the SARS-CoV-2 coronavirus are classified as variants of concern.
A variant of high consequence is a variant for which current vaccines do not offer protection. As of now, there are no SARS-CoV-2 variants of high consequence.
….
In November 2021, a variant of the SARS-CoV-2 coronavirus emerged and was named omicron by the WHO, which lists it as a variant of concern. Cases of the highly contagious variant, including a subvariant called BA.2, or “stealth omicron,” have caused surges of COVID-19, particularly in areas where safety precautions have been relaxed. “The omicron variant is responsible for the largest surge since 2019,” says Maragakis. “Omicron has a large number of mutations that all appeared at once. It’s very different from previous versions, including delta. It has over 50 mutations, many in the spike protein, which is how it gets into our cells in the first place. The spike protein is also one of the most prominent exterior features of the virus that our immune system recognizes, responds to and uses to develop antibodies. Unfortunately, omicron is a perfect storm: Mutations gave it the ability to escape weak immune responses AND become more transmissible from person to person.”
Omicron and BA.2: Do they cause more severe illness? Bollinger says, “The answer appears to be no. In fact, there is evidence that omicron may cause less severe disease than the delta variant.” “What we see is that omicron may have more of an affinity for our upper airways than our lower airways, and can be more easily spread through talking, coughing or breathing, especially from people without masks on. Omicron also may have more potential for airborne aerosolization of the virus, hanging in the air in indoor settings,” Maragakis says.
Are omicron and BA.2 more contagious than other variants of the coronavirus? Omicron and especially its subvariant, BA.2, are very contagious, more so than the original coronavirus or the delta variant.
….
“In the meantime, we need to continue all of our efforts to prevent viral transmission, by practicing safety precautions, vaccinating as many people as possible as soon as we can and encouraging boosters among those who are eligible,” says Bollinger. Ray concurs. “Vaccines and boosters are the medical miracle of 2020, but we also need to reemphasize basic public health measures. We have tools at hand that enable individuals to manage risk, including wearing high-quality masks or respirators. Those rated FFP2 or FFP3 are more protective than cloth masks, and often easier to wear. Hand-washing and avoiding large indoor gatherings, especially with unmasked people, are other ways to mitigate the risk of infection.” Maragakis says, “The basics work, and everyone should be aware that anyone can have this virus now. If you get yourself into that mindset and act accordingly, then if you get that call that someone you know is positive, if you’ve been vigilant, you can know you’re safer.”
Canada’s bold decision to delay and mix doses of COVID-19 vaccines led to strong protection from hospitalization and death, but the emergence of Omicron and its subvariants rendered them less protective against infection than previous virus strains.
….
…. new study … published in Clinical Infectious Diseases, that showed two doses of mRNA vaccines or AstraZeneca “gave substantial and sustained protection” against hospitalization from Delta, up to November 2021.
….
While vaccine effectiveness against severe outcomes has held up well, two-dose protection against Omicron infection fell dramatically in December, dropping to just 36 per cent, according to one Ontario preprint study, with boosters raising it to 61 per cent. That significant hit to our population immunity underscored the need for boosters and left us highly susceptible to Omicron-fuelled fifth and sixth waves that have since ripped through the population.
The CBC addressed Omicron variants/subvariants in another “Second Opinion” post:
“Let’s be honest, the virus is in control here, not us,” said Dr. Michael Gardam, an infectious diseases physician, medical director of infection prevention and control at Women’s College Hospital in Toronto and CEO of Health PEI. “We’re entirely at the whim of whatever random evolutionary events occur and it’s really hard to predict.”
….
Tulio de Oliveira, the director of South Africa’s Centre for Epidemic Response and Innovation, said South Africa has had a high level of population immunity with over 90 per cent estimated to have been previously infected, vaccinated or both. “That’s one of the reasons why we believe that the big Omicron wave that we had didn’t translate to a very high number of hospitalizations and deaths,” he said. “And BA.2, despite emerging and going on to dominate all the infections in South Africa, did not translate into an uptick of infection, which was very different in Europe, where they had a BA.1 wave followed by a BA.2 wave.” That double whammy of Omicron’s BA.1 and BA.2 hit Canada hard as well, fuelling a devastating fifth wave late last year that subsided right as BA.2 sparked a smaller sixth wave in April — but it also drove up our levels of population immunity. “It gives you a sense that the more people who are infected with this and are vaccinated, the better you are at weathering it,” said Gardam. “The hope is it starts to become like the other coronaviruses that infect us every year that cause colds … and eventually it’s pretty hard for the virus to come up with something so novel that you haven’t seen part of it before.”
As a result, Omicron and its subvariants completely changed Canada’s immunity landscape over the past few months. Previously, Canada was more in line with a country like South Korea given our high vaccination rates and previously low levels of prior infection, de Oliveira said, with much of the country seeing relatively low levels of COVID throughout the pandemic. With Omicron, we were more similar to countries like South Africa and the U.S. with much higher levels of population immunity — but our high vaccination rate protected us. “What that means is that potentially as new variants and subvariants of Omicron emerge … that may translate in a relatively high number of infections, but potentially not in a very high rate of hospitalization and death,” he said. “Look at wave one, it was a very small wave but there were a lot of hospitalizations,” said Gardam. “Then finally Omicron hit and the spike in infections was insane, but the death rate never got as high as it did in earlier waves. So we are getting better at fighting this off.”
Adam Miller, CBC News, Second Opinion column, April 30, 2022, What could ‘COVID season’ actually look like, New variants, waning immunity make it hard to predict when the next wave will hit .
The USA
NBC News discussed remarks by Dr. Anthony Fauci, director of the USA National Institute of Allergy and Infectious Diseases April 27, 2022:
“Namely, we don’t have 900,000 new infections a day and tens and tens and tens of thousands of hospitalizations and thousands of deaths. We are at a low level right now,” he said. In comments Wednesday to The Washington Post, however, Fauci seemed to clarify his earlier remarks, saying that unlike the “full-blown explosive pandemic phase” during the brutal winter omicron surge, he was describing what appears to be a period of transition toward the coronavirus becoming an endemic disease. “The world is still in a pandemic. There’s no doubt about that. Don’t anybody get any misinterpretation of that. We are still experiencing a pandemic,” Fauci told the Post.
….
U.S. cases are far lower than they were in recent months. But health officials are keeping a close eye as highly contagious variants continue to spread. The Centers for Disease Control and Prevention says cases have risen about 25% in the past week. Meanwhile, Fauci decided not to attend Saturday’s White House Correspondents’ Association dinner amid concerns about COVID-19, telling The New York Times on Tuesday that his decision was based on “my individual assessment of my personal risk.”
The media began to mention “stealth Omicron”, the Omicron subvariant BA.2 which was more contagious than B.1.1.529, and more virulent, and other subvariants, . By early May 2022, Omicron variant BA 2.12.1 was the source of 43% of new infections in the USA. May 12, 2022, the news media reported “U.S. surpasses 1 million COVID-19 deaths: A look at the numbers“.
On May 16, 2022, Apoorva Mandavilli , writing in the New York Times “Daily Covid Briefing” addressed the implications of Covid-19 becoming endemic, noting:
This is not how it was supposed to be. Earlier in the pandemic, experts thought that immunity from vaccination or previous infection would forestall most reinfections. The Omicron variant dashed those hopes. Unlike previous variants, Omicron and its many descendants seem to have evolved to partially dodge immunity. That leaves everyone — even those who have been vaccinated multiple times — vulnerable to multiple infections. “If we manage it the way that we manage it now, then most people will get infected with it at least a couple of times a year,” said Kristian Andersen, a virologist at the Scripps Research Institute in San Diego. “I would be very surprised if that’s not how it’s going to play out.”
The new variants have not altered the fundamental usefulness of the Covid vaccines. Most people who have received three or even just two doses will not become sick enough to need medical care if they test positive for the coronavirus. And a booster dose, like a previous bout with the virus, does seem to decrease the chance of reinfection — but not by much.
At the pandemic’s outset, many experts based their expectations of the coronavirus on influenza, the viral foe most familiar to them. They predicted that, as with the flu, there might be one big outbreak each year, most likely in the fall. The way to minimize its spread would be to vaccinate people before its arrival. Instead, the coronavirus is behaving more like four of its closely related cousins, which circulate and cause colds year round. While studying common-cold coronaviruses, “we saw people with multiple infections within the space of a year,” said Jeffrey Shaman, an epidemiologist at Columbia University in New York. If reinfection turns out to be the norm, the coronavirus is “not going to simply be this wintertime once-a-year thing,” he said, “and it’s not going to be a mild nuisance in terms of the amount of morbidity and mortality it causes.”
BA.2.12.1 is quite distinct from Omicron BA.1 and BA.2. … there is a key, unique mutation L452Q. The other important Omicron subvariants currently, BA.4 and BA.5, have multiple different mutations (including L452R, F486V and R493Q) from BA.2, and account for the new wave of cases in South Africa, and more recently in Portugal, and have just been labelled as VoC (variants of concern) by the European Centre for Disease Prevention and Control. Both BA.2.12.1 and BA.4/BA.5 pose a further challenge to our immune system recognition, with minimal cross-immunity derived from BA.1.
….
… now multiple Omicron subvariants are outcompeting one another, predominantly because of more immune evasion, such that BA.2 with 30% more transmission overtook BA.1, and BA.2.12.1 (in parallel to BA.4 and BA.5) has a substantial transmission advantage over BA.2. …
… a breakdown of protection from transmission occurred with Omicron with “breakthroughs” in people with vaccination occurring quite commonly. That, and reinfections, were an unusual phenomenon (~1%) before Omicron. Now we are seeing people with 4 shots who are getting breakthrough infections, even at 1-2 weeks from their most recent shot, when there should be the maximal level of neutralizing antibodies induced. That’s not a good sign, relative to the 95% vaccine effectiveness we had against symptomatic infections against the ancestral, D614G, Alpha, and Delta (with a booster) strains.
… we have relied (and taken for granted) on vaccines to protect us from severe disease—to prevent hospitalizations and deaths. Prior to Omicron we could, with a booster, assume there was well over 90-95% vaccine effectiveness vs severe disease. It is clear, however, from multiple reports … that this level of protection has declined to approximately 80%, particularly taking account the more rapid waning than previously seen. That represents a substantial drop-off …
… we have a highly unfavorable picture of: (1) accelerated evolution of the virus; (2) increased immune escape of new variants; (2) progressively higher transmissibility and infectiousness; (4) substantially less protection from transmission by vaccines and boosters; (5) some reduction on vaccine/booster protection against hospitalization and death; (6) high vulnerability from infection-acquired immunity only; and (7) likelihood of more noxious new variants in the months ahead.
….
During the Delta wave in the United States, vaccinated individuals accounted for 23 per cent of the deaths, whereas this nearly doubled to 42 per cent during the Omicron wave. This is attributable to waning of protection, lack of boosters, and the diminished protection against Omicron (BA.1).
….
While the policy of zero Covid is untenable with Omicron … we should adopt the new policy of Zero Covid Deaths. This is diametrically opposed to Covid capitulation. This builds, in part, on the tools that we already have, knowing that the vast majority of deaths occur in people age 60 plus (92% of US hospitalizations have been in people age 50+). All such people need to have vaccination and booster coverage but our CDC has failed to convey their life-saving impact from the get go, a veritable booster botch job … we have 31% of Americans who had had 1 booster shot whereas most peer countries are double that proportion. And why we rank 60th in the world’s countries for boosters, and especially poorly among older Americans compared (<65%, age 60+) with many Western Europe and Asian Pacific countries (~85-90%). That doesn’t even speak to the need for a 4th dose in this high-risk group or that lack of intensive monitoring of our 7 million immunocompromised people who are not getting help to guide their protection with assay of neutralizing antibodies, or receiving Evusheld monoclonal antibody preventive protection. But well beyond the use of boosters and vaccines, and easy, rapid access to Paxlovid, we absolutely need an aggressive stance to get ahead of the virus—for the first time since the pandemic began—instead of surrendering. That means setting priorities, funding, and the realization, unfortunately, that the pandemic is far from over.
… The CDC’s [Center for Disease Control] current guidelines effectively say that Americans can act as if COVID is not a crisis—until hospitalizations reach a high enough threshold. The country still may be heading to that point. Hospitalizations are climbing in 43 states, especially in the Northeast. In Vermont, the rate of new admissions has already neared the peak of the recent Omicron surge. Earlier this month, “three different emergency-room docs said this is by far the worst that COVID has been at any point,” Tim Plante, an internist at the University of Vermont, told me. “They’re bewildered that it’s happening again.” Meanwhile, people in most of New York City are now advised to mask indoors again, after rising hospitalizations triggered the CDC’s “high” alert level.
….
America’s current pandemic strategy is predicated on the assumption that people can move on from COVID, trusting that the health-care system will be ready to hold the line. But that assumption is a fiction. Much of the system is still intolerably stressed, even in moments of apparent reprieve. And the CDC’s community guidelines are set such that by the time preventive actions are triggered, high levels of sickness and death will be locked in for the near future. For many health-care workers, their mental health and even their commitment to medicine are balanced on a precipice; any further surges will tip more of them over. “I feel like I’m holding on by a thread,” Marina Del Rios, an emergency physician at the University of Iowa, told me. “Every time I hear a new subvariant is coming along, I think: Okay, here we go.”
The journalist David Leonhardt argued, in the New York Times Morning Newsletter, that people could mask themselves but that mask mandates should end:
From the beginning of the pandemic, there has been a paradox involving masks. … Masks reduce the spread of the Covid virus by preventing virus particles from traveling from one person’s nose or mouth into the air and infecting another person. Laboratory studies have repeatedly demonstrated the effect.
In U.S. cities where mask use has been more common, Covid has spread at a similar rate as in mask-resistant cities. Mask mandates in schools also seem to have done little to reduce the spread. Hong Kong, despite almost universal mask-wearing, recently endured one of the world’s worst Covid outbreaks.
… the effect of vaccines on severe illness is blazingly obvious in the eographic data: Places with higher vaccination rates have suffered many fewer Covid deaths. The patterns are clear even though the world is a messy place, with many factors other than vaccines influencing Covid death rates.
The idea that masks work better than mask mandates seems to defy logic. … The main explanation seems to be that the exceptions often end up mattering more than the rule. The Covid virus is so contagious that it can spread during brief times when people take off their masks, even when a mandate is in place.
At the start of the vaccination campaign, getting dosed up was relatively straightforward. In the United States, a pair of Pfizer or Moderna shots (or just one Johnson & Johnson), then a quick two-week wait, and boom: full vaccination, and that was that. The phrase became a fixture on the CDC website and national data trackers; it spurred vaccine mandates and, for a time in the spring and summer of 2021, green-lit the immunized to doff their masks indoors.
Then came the boosters. Experts now know that these additional shots are essential to warding off antibody-dodging variants such as the many members of the Omicron clan. Some Americans are months past their fifth COVID shot, and the nation’s leaders are weighing whether vaccinated people will need to dose up again in the fall. To accommodate those additions, the CDC has, in recent public communications, tried to shift its terminology toward “up to date.” Katelyn Jetelina, an epidemiologist at the University of Texas Health Science Center at Houston, prefers that phrase, because it “allows for flexibility” as recommendations evolve. It also more effectively nods at the range of protection that vaccination affords, depending on how many doses someone’s gotten and when their most recent dose was.
But fully vaccinated has been hard to shake, even for the CDC. The agency, which did not respond to requests for comment, maintains that the original definition “has not changed,” and the term still features heavily on CDC websites. Maybe part of the stubbornness is sheerly linguistic: Up to date means something different to everyone, depending on age, eligibility, health status, and vaccine brand. Fully vaccinated is also grabby in a way that up to date is not. It carries the alluring air of completion, suggesting that “you’re actually done with the vaccine series,” maybe even the pandemic overall, Jessica Malaty Rivera, an epidemiologist and adviser at the Pandemic Prevention Institute, told me. All of this may be partly why that uptake of boosters—which sound optional, even trivial, compared with the first two shots—remains miserably low in the U.S.
Today, an advisory committee to the FDA recommended that our current slate of shots be updated to include a piece of an Omicron subvariant, with the aim of better tailoring the vaccine to the coronavirus variants that could trouble us this fall. Neither the agency nor its outside expert panel has yet reached consensus on which version of Omicron will be the best choice, and whether the next round of shots will still contain the original version of the virus as well. Regardless, a new formulation with any bit of Omicron will constitute a bet that these ingredients will better protect people than another dose of the original vaccine recipe, whose protective powers have been fading for many months.
….
Here in the U.S., vaccine enthusiasm has a pretty dire prognosis. Fewer than half of the vaccinated Americans eligible for a first booster have opted for one; an even paltrier fraction of those who could get second and third boosters are currently up to date on their shots. Among high-income countries, the U.S. ranks embarrassingly low on the immunity scale—for a nation with the funds and means to holster shots in spades, far too many of its residents remain vulnerable to the variants sweeping the globe, and the others that will inevitably come.
….
From the beginning, the messaging on COVID boosters has been a bungled mess. Originally, it seemed possible that a duo of doses, perhaps even a single shot, would be enough to block all infections, and bring pandemic precautions to a screeching halt. That, of course, was not the case. With the virus still spreading last summer and fall, experts began heatedly debating what purpose extra doses might serve, and who should get them—and if they were needed at all. Caught in the cross fire, the FDA and CDC issued a series of seemingly contradictory communications about who should be signing up for extra shots and when.
… By the end of 2021, the U.S. had a catchall booster recommendation for adults (and has since expanded it to kids as young as 5), but whatever the benefit of a booster might be, much of the public had disengaged. …
The shots have also become much harder to get. Mass vaccination sites have closed, especially affecting low-income and rural regions, where there’s a dearth of medical centers and pharmacies. Pandemic funds have dried up, imperiling shot supply. Ever-changing recommendations have also created an impossible-to-navigate matrix of eligibility. Since the booster rollout began, recommendations on when to boost and how many times have shifted so often that many people haven’t realized the shots were actually available to them, or were mistakenly turned away from vaccination sites that couldn’t parse the complex criteria dictating who was allowed an extra dose.
… Once more, the ever-changing coronavirus behind COVID-19 is assaulting the United States in a new guise—BA.5, an offshoot of the Omicron variant that devastated the most recent winter. The new variant is spreading quickly, likely because it snakes past some of the immune defenses acquired by vaccinated people, or those infected by earlier variants. Those who have managed to avoid the virus for close to three years will find it a little harder to continue that streak, and some who recently caught COVID are getting it again. …
….
The age of Omicron began shortly after Thanksgiving [November in the U.S.A.], as the new variant swept through the U.S., ousting its predecessor, Delta. That initial version of Omicron, now known as BA.1, was just the first of a mini-dynasty of related variants that have since competed against one another in a grim game of succession. BA.2 took over from BA.1, and caused a surge in the spring. BA.4 and BA.5 are spreading even more quickly: First detected in South Africa in January and February, they have since displaced BA.2 all over the world, leading to surges in both cases and hospitalizations. In the U.S., BA.5 now accounts for about 54 percent of all COVID infections, and BA.4, about another 17 percent. (Most of this article will deal with BA.5 alone because it already seems to be outcompeting its cousin.)
….
When people are vaccinated or infected, they develop antibodies that can neutralize the coronavirus by sticking to its spike proteins—the studs on its surface that the pathogen uses to recognize and infect our cells. But BA.4 and BA.5 have several mutations that change the shape of their spikes, which, like swords that no longer fit their sheaths, are now unrecognizable to many antibodies that would have disarmed older variants. That’s why, as many studies have now consistently shown, antibodies from triple-vaccinated people, or people who had breakthrough infections with earlier variants, are three to four times less potent at neutralizing BA.4 or BA.5 than BA.1 or BA.2. This means that most people are now less protected against infection than they were two months ago—and that some people who got COVID very recently are getting reinfected now. …
On August 16, 2022 The Atlantic published an article on revised CDC guidance in the USA:
Americans have been given the all clear to dispense with most of the pandemic-centric behaviors that have defined the past two-plus years—part and parcel of the narrative the Biden administration is building around the “triumphant return to normalcy,” says Joshua Salomon, a health-policy researcher at Stanford. Where mitigation measures once moved in near lockstep with case numbers, hospitalizations, and deaths, they’re now on separate tracks; the focus with COVID is, more explicitly than ever before, on avoiding only severe illness and death. The country seems close to declaring the national public-health emergency done—and short of that proclamation, officials are already “effectively acting as though it’s over,” says Lakshmi Ganapathi, a pediatric-infectious-disease specialist at Boston Children’s Hospital. If there’s such a thing as a “soft closing” of the COVID crisis, this latest juncture might be it.
The shift in guidelines underscores how settled the country is into the current state of affairs. This new relaxation of COVID rules is one of the most substantial to date—but it wasn’t spurred by a change in conditions on the ground. A slew of Omicron subvariants are still burning across most states; COVID deaths have, for months, remained at a stubborn, too-high plateau. The virus won’t budge. Nor will Americans. So the administration is shifting its stance instead. No longer will people be required to quarantine after encountering the infected, even if they haven’t gotten the recommended number of shots; schools and workplaces will no longer need to screen healthy students and employees, and guidance around physical distancing is now a footnote at best.
After the W.H.O. began promoting the 70 percent vaccination goal [mid 2021], many lower-income governments adopted the target for their own populations. The Biden administration also endorsed it last September, setting a deadline of September 2022.
At the time, two doses of the vaccines from Pfizer and Moderna were understood to offer very strong protection against even mild disease, and there was still hope that achieving high levels of vaccination coverage would tame the virus. But the emergence of new variants and the spread of the virus in Africa changed the calculus.
The vaccine regimens that had been planned for the developing world offered little protection against infection with the Omicron variant. And as sub-Saharan African countries were shut out of vaccine distribution for much of last year, more and more Africans gained protection against the virus from natural infection, which studies have shown works as well as two mRNA doses in preventing infection. New data from the W.H.O. shows that at least two-thirds of Africans had been infected with the virus before the Omicron wave.
“Prior increases of infections, in different waves of infection, have demonstrated that this travels across the country,” Rochelle Walensky, the [USA] CDC director, said at a White House briefing with reporters.
….
The pandemic is now two and a half years old. And the U.S. has seen — depending how you count them — five waves of COVID-19 during that time, with the later surges driven by mutated versions of the coronavirus. A fifth wave occurred mainly in December and January, caused by the Omicron variant, which spread much more quickly than earlier versions.
Some experts are worried the country now is seeing signs of a sixth wave, driven by an Omicron subvariant. On Wednesday, Walensky noted a steady increase in COVID-19 cases in the past five weeks, including a 26 per cent increase nationally in the last week.
….
Officials said they are concerned that waning immunity and relaxed mitigation measures across the country may contribute to a continued rise in infections and illnesses. They encouraged people — particularly older adults — to get boosters.
June 15, 2022 the British news source the Guardian reported:
Although BA.2 continues to account for the bulk of UK infections, data from the Office for National Statistics up to 2 June suggests that Covid cases may be starting to rise again in England and Northern Ireland, driven by an increase in BA.4 and BA.5 infections. The trends were uncertain in Wales and Scotland. Also gaining ground in the UK are BA.5.1 (a child of BA.5), and the BA.2.12.1 subvariant (the USA’s dominant Covid strain), which the UK Health Security Agency is monitoring.
….
… scientists had hoped that high levels of immunity from recent infection with BA.2 and booster vaccines might be enough to prevent these newer variants from gaining a significant foothold here … with immunity from third vaccine doses waning in most population groups, and only the over-75s, and extremely vulnerable groups having been offered “spring booster” doses, this cannot be guaranteed. Neither is recent infection with the BA.1 or BA.2 Omicron variants necessarily protection against reinfection with BA.4 or BA.5.
According to research published in Science on Tuesday, natural infection with Omicron doesn’t produce a strong immune response, regardless of whether scientists look at antibodies or T-cells – meaning that people who have already recovered from an Omicron infection can quickly become reinfected. The findings, from Prof Danny Altmann at Imperial College London and colleagues, may help to explain why infection levels have remained high in countries such as the UK, despite so many already having been infected with it.
….
It also put paid to the idea that the virus is on the verge of merely turning into common cold. “It clearly isn’t, and there’s no pressure on it to do that, really,” said Griffin.
Even so, the rise of BA.4/5 and other subvariants by no means puts us back to square one. The UK’s population is, by and large, highly vaccinated, and previous infection with other variants will also count for something. Those who haven’t been vaccinated remain vulnerable, however.
Data released by Britain’s Office for National Statistics showed that more than three million people in the U.K. had COVID-19 last week, although there has not been an equivalent spike in hospitalizations. The number of COVID-19 deaths also fell slightly in the last week. “COVID-19 has not gone away,” said Dr. Mary Ramsay, of the Health Security Agency. “It is also sensible to wear a face covering in crowded, enclosed spaces,” she said. Britain dropped nearly all its coronavirus measures, including mask-wearing and social distancing, months ago and masks are rarely seen on public transport. The latest jump in coronavirus cases comes after an earlier increase of about 40 per cent last month, following the large street parties, concerts and festivities held as part of Platinum Jubilee celebrations marking 70 years of Queen Elizabeth’s reign.
….
British officials said the latest wave of COVID-19 infections was likely caused by Omicron subvariants BA.4 and BA.5. Omicron has tended to cause a milder disease than previous variants like Alpha or Delta, but scientists warn its ability to evade the immune system means that people may be more susceptible to being reinfected, including after vaccination. Despite widespread immunization across Britain, the protection from vaccines is likely fading and Omicron and its subvariants have evolved to become more infectious. Britain’s Health Security Agency said they were seeing more outbreaks in care homes for older people and a rise in admissions to intensive care units of people older than 65.
….
Globally, the World Health Organization said this week that COVID-19 is increasing in more than 100 countries. The UN health agency warned that relaxed testing and surveillance measures mean it may be more difficult to catch emerging variants before they spread more widely.
By April 2022 the Omicron variant or subvariants had been detected in people in China. By the end of April the Chinese government had locked down Shanghai, Changchun, Jilin, parts of Beijing, and other cities, straining global supply chains, reported by the Associated Press and CBC World under the headline China manufacturing weakens further as lockdowns continue. The Omicron variant(s) spread in other East Asian countries:
The Covid-19 pandemic initially did not cause large numbers of infections in the 3 Canadian Prairie Provinces. Restrictions on travel isolated residents from infections. The governments were slow to impose other restrictions. Winters on the prairies are cold, and life moves indoors. The Prairie Provinces had increased rates of infection and hospitalizations in the winter 2020-21 The Prairie Provinces delayed taking further non-pharmaceutical measures. Provincial politicians blamed the federal government and even foreign governments for lack of preparation and delay in taking measures to mitigate the effects if the pandemic. On February 7, 2022 Saskatchewan became the first province to stop daily reporting of Covid-19 statistics, and report its Covid-19 data weekly. Manitoba followed in late March:
COVID hospitalization and death numbers, meanwhile, will only be reported once a week due to public health’s determination that COVID-19 is in the process of becoming an endemic disease. “Real-time data is less critical with endemic reporting. Instead, we would shift our focus to key pieces of information that will provide the most relevant epidemiological evidence and data for both the public and for decision makers,” said Dr. Jazz Atwal, Manitoba’s deputy provincial public health officer, on March 2. “Manitobans will see this shift in the days ahead as we focus on reporting on key trends, more vulnerable settings and other important indicators of COVID activity and severity in our province. Information about COVID will continue to be transparent and publicly available, but this is a part of a response that has to shift as well.”
….
Dr. Brent Roussin, the chief provincial public health officer, has stated it is up to individuals to make that determination on their own. “We’ve been able to change our approach from strict public health measures to public health recommendations. That guidance is now available online to help support people in their own decision making to assess their level of risk when it comes to things like mask wearing, physical distancing and how many people are comfortable gathering along with,” Roussin said on March 16.
Conservative (including neo-liberal and libertarian) residents of the Prairie Provinces had embraced the paranoid style of American populism long before Trumpism. Canadian prairie conservatives have been suspicious of “liberal” media, and elites conspiring to harm or exploit “common people” and deprive them of their freedom and comforts since the 1970s – and much longer. Conservative politicians on the Canadian Prairies have a history of distrusting the public service and controlling the narrative. Brian Pallister, the leader of the Manitoba Conservative party 2018-2021 was responsive to rural sentiment, business interests and anti-government rhetoric. He became embattled. At one point Pallister had complained, for some reason (populist elite-bashing?), that doctors were paid by the government. Pallister, like the coach or manager of a failing sports team, resigned.
Only a few members of the public accessed the dashboards and daily data reports. Dashboards did not work like a weather forecast or a map. Not even the most expert individuals were able to use the published data to make decisions to avoid risks about visiting the places there wanted to go. In the early stages of the pandemic when the original virus and the virulent variants were in the population the data legitimized NPIs, self-isolation, remote work and the use of the internet (Zoom, Teams) for meetings, and individuals to comply with NPIs until pandemic fatigue became overwhelming.
Public health officials shifted to maintaining that public health was a matter of making decisions about personal risk when the dashboards became a source of information that could be used to criticize public health officials and public officials. In early 2022, public health officials in the western Canadian Prairie Provinces said that Covid-19 (Omicron) was:
an endemic illness,
a mild illness; and
people should live with it.
The stories were embraced by the renewed Conservative Manitoba government, business interests, and Canadian Conservative political leaders including Doug Ford in Ontario.
For the next 3 months the CBC in BC reported the BC Centre for Disease Control (“BCCDC”; BC government) weekly reports. The statistic of rates of infection were based on lab tests. The CBC published other articles until mid-May, including weekly health columns called Second Opinion (“SO”), by Adam Miller, based on a CBC Health newsletter by Adam Miller:
BC gambled that infections would decline in the spring and summer, and that the endemic illness was less severe than the illness caused by original virus. The government made some self-test kits available to the public, but the self-test results were not included in statistics. 2nd vaccine boosters (4th shots) have been administered to or made available to nursing home residents, persons over 70, First Nations elders and some individuals.
The CBC, like the privately owned media, sang the chorus to the song chosen by public health officials and politicians, that might be titled, like the song by the American folksinger Bob Franke, Alleluia the Great Storm is over.
On Wednesday, the province’s chief medical officer of health announced most mask mandatory mask rules will expire Saturday, including on transit and in hospitals. Masks will still be required in Ontario long-term care homes and retirement homes after Saturday.
Dr. Fahad Razak, the new scientific director of Ontario’s COVID-19 science advisory table, told CBC Radio’s Metro Morning the provincial requirement could have been extended for at least four more weeks to help relieve some of the pressure on hospitals that will now have to enforce their own mask rules. “I’m heartened to see many hospitals have already announced that they will continue to require them,” Razak said Thursday. “I suspect you’ll see most institutions will require it.”
….
Dr. Kieran Moore, the province’s chief medical officer of health, said Wednesday that he made the decision based on high vaccination rates and improvements in the provincial COVID-19 situation. Provincial masking requirements in areas such as public transit, health care settings, long-term care homes and retirement homes were initially set to expire on April 27, but that deadline was extended earlier this year to June 11. “The province will continue to monitor for any significant changes, including any new variants of concern, to ensure we are adapting our response to protect the health and safety of all Ontarians,” he said. Rules requiring that people wear masks on public transit and most health-care settings will expire at 12 a.m. on Saturday. Mask requirements lifted in most other settings in March, along with essentially all other public health measures aimed at stemming the spread of COVID-19 in the province. Masks are still “strongly recommended” in high-risk congregate settings like group homes and shelters, his statement said.
The province has said organizations can make their own mask policies, and that people should keep masking if they are high-risk for the illness, are recovering from COVID-19, have symptoms or have been in contact with someone who has the illness. Directives around mask requirements for health workers will also expire on Saturday and be replaced by Health Ministry guidance outlining when masks should be worn in hospitals and other health workplaces.
The next day, CBC Canada published an article suggesting abandoning the remaining vaccine mandates:
The waning effectiveness of vaccines to stop the spread of the highly infectious Omicron variant of COVID-19 could mean it’s time for federal policy makers to consider lifting vaccine mandates, some experts suggest. “It’s hard to really justify our mandates anymore,” said Dr Zain Chagla, an infectious diseases physician at St. Joseph’s Healthcare Hamilton and an associate professor at McMaster University. Toronto’s Pearson International Airport has recently been a scene of snarling air passenger traffic, causing long lineups and major delays.
While government officials have blamed staffing shortages for problems, some industry groups and politicians are laying the blame on COVID-related border restrictions including vaccine mandates that require travellers to prove their vaccine status using an app before entering Canada.While government officials have blamed staffing shortages for problems, some industry groups and politicians are laying the blame on COVID-related border restrictions including vaccine mandates that require travellers to prove their vaccine status using an app before entering Canada.
Scientists stress that the vaccines do hold up against what matters — severe illness, hospitalization and death. And Chagla said that when the Alpha and Delta variants of COVID-19 swept through, data showed that vaccination had a “profound effect” on stopping a significant amount of infections, and that people’s ability to transmit was reduced. Last month, in a editorial for The Globe and Mail, under the headline: “The logic behind vaccine mandates for travellers no longer holds,” Chagla wrote that with the Omicron variant, vaccine efficacy “wanes significantly” to help prevent transmission. He pointed to data from the UK Health Security Agency that he said showed the effectiveness of two or three doses of vaccine against spreading the Omicron-variant infection over time approaches zero.
… Dr. Nazeem Muhajarine, professor of community health and epidemiology at the University of Saskatchewan in Saskatoon, said that some research does indicate that vaccine booster doses do protect people from transmission of the virus. That’s why he believes “this last remaining vaccine policy should remain a little longer because the threat of COVID-19 and the harm it causes in terms of long COVID, deaths and hospitalization particularly in vulnerable people, elderly and in some cases in children hasn’t entirely disappeared.”
Yet, Dr. Amesh Adalja, an infectious disease physician and senior scholar at the Johns Hopkins Center for Health Security in Baltimore, questioned the value those mandates now serve in light of the Omicron variant and population immunity. “I think that increasingly it’s become less valuable than it was in the earlier eras in the pandemic, because the vaccine in the face of Omicron isn’t very great at protecting against infection, he said. Because the vaccines hold up against severe illness, hospitalization and death, Adalja said there is still great value for employers to insist their workforce be vaccinated from a work-safety standpoint. As for vaccine mandates for travel, “I think it has much less value,” he said. “I don’t think the ArriveCan [app] serves the same value that it once did.”
Appearing before a House of Commons health committee earlier this week,Canada’s Chief Public Health Officer Dr. Theresa Tam said the mandates were first implemented when there was a strong resurgence of the Delta variant and two doses of vaccines were very effective. But Omicron was the “game changer,” she said. “Given the reduced vaccine effectiveness, even with three doses against the Omicron variant, vaccines cannot prevent all transmissions alone,” she said. “So a layered approach has to be considered, including layering mask wearing, for instance. But these are the things that the relevant ministers need to consider.”
May 25, 2022, the media were reporting that Covid-19/Omicron infections in BC were disrupting work across the economy: “COVID-19 continues to cause worker absences in many B.C. sectors“. The weekly story May 26, 2022 reporting the public data reports said:
Much of the provincial data, which includes cases, hospital admissions and deaths and is at least five days old, is in weekly reports from the B.C. Centre for Disease Control (BCCDC).
….
The province is reporting 1,358 new cases between May 15 and 21, based solely on positive PCR tests, for a total of 370,559 cases to date. That represents a decline of 17 per cent from the previous week’s retroactive case count of 1,644. However, because PCR testing is quite limited, the BCCDC points out the weekly case counts likely underestimate the actual number of cases. Numerous organizations in B.C., including B.C. Ferries, are reporting staff shortages due to the spread of the virus.
The number of people testing positive has seen a slight dip across the province. A total of 8.6 per cent of all PCR tests came back positive in B.C. as of May 21, compared to 9.7 per cent the previous week. Positivity rates vary across the province, with 14.9 per cent on Vancouver Island and 6.7 per cent in the Vancouver Coastal Health Authority.
The CBC continued to comment on risk and risk control measures, but the material was in individual radio shows and CBC podcasts. Brian Goldman, the host of the medical podcast, White Coat, Black Art hosted a podcast interview published an episode of the related podcast, The Dose, June 15, 2022, as mask mandates in Ontario were terminated: What should I do when the mask mandates are lifted? In late June 2022, CBC health columnist/reporter Adam Miller wrote:
Canada is once again a hotbed for variants, with BA.2.12.1 now making up more than 40 per cent of COVID cases, while BA.4 and BA.5 are quickly gaining ground at more than 10 per cent combined in late May — a major jump from less than one per cent weeks earlier. But the latest available federal data is weeks out of date and modelling experts CBC News spoke to estimate the true proportion of BA.4 and BA.5 cases is more than 20 per cent — and could be as high as 50 — with one of them likely to become dominant in the coming weeks. “COVID-19 has shown us over the past few years that there may be more surprises ahead,” Canada’s Chief Public Health Officer Dr. Theresa Tam said during a press conference Friday. “The virus is still circulating in Canada and internationally and factors such as viral evolution and waning immunity are anticipated to impact COVID-19 activity moving forward.”
“Omicron has evolved and it’s so much different than our vaccines and infections prior to Omicron — the type of immunity that you got is just a different beast,” said Sarah Otto, an expert in modelling and evolutionary biology at the University of British Columbia. “And so what we’re seeing with vaccine protection is that it’s not so much the number of doses as it is how recent your last dose has been, and I think that’s because the neutralizing antibodies in our bloodstream, they’re not recognizing the virus as well.”
That’s why virologists and immunologists say timing our next shots ahead of another potential wave or when new variants start to rise in Canada is so important, so we don’t get caught scrambling to roll out doses in the midst of a rapidly worsening wave — like when Omicron first hit in December.
BC’s public optimism changed to concern that the situation was changing with notes of concern about the anxiety of some members of the public:
Fourth doses, the province says, are currently only available to … people age 70 and older, Indigenous people over 55, and people in long-term care — six months after their last booster..
….
With just two per cent of British Columbians fully vaccinated and boosted, the province is near last place among provinces when it comes to uptake for fourth COVID-19 vaccine doses, ahead of only Manitoba, according to most recent federal data from late May (data for that period is unavailable in New Brunswick, while Alberta reported its figures separately).
On Wednesday, Provincial Health Officer Dr. Bonnie Henry said the current stock of COVID-19 vaccines in the province are being prioritized for the roughly 1.2 million eligible vaccinated people who still haven’t received any boosters. “All adults need to get that third dose,” Henry told CBC’s On The Coast. “There’s about 1.2 million people in B.C. who’ve had two doses who have not got that first booster. “I would encourage people to do that now so that we use up this vaccine before it expires, and really focusing the fourth dose, that extra boost, for those people who really need it.”
… people may not be thinking of the second booster — or fourth dose — right now because it’s summer, masking has been lifted and there’s a general vibe that COVID-19 is over. But … most health-care workers continue to see new cases of the virus and they are anticipating another wave this fall, when people move back indoors.
Currently only certain priority groups are eligible for the second booster in Ontario. … the government has not yet recommended second boosters except for certain priority groups. ….
CBC News contacted Ontario’s Ministry of Health’s and asked what the timeline is for health-care workers to be able to access their second booster of the vaccine. The ministry’s media office responded with the list of people who are currently eligible to receive a second booster and did not offer a timeline.
Ontario gives the vaccine to people 60 and older, which is already different than recommendations from NACI. The Health Canada guidance for second booster doses, updated in April, suggests people aged 80 and older should get the second booster and provinces and territories “may also consider” giving it to people 70 and older.
At the end of June, advisers to the U.S. Food and Drug Administration recommended that the next wave in COVID-19 booster shots should include a component that targets Omicron to combat the more recently circulating subvariants. I linked to Katherine Wu’s writing in the Atlantic, including her article June 28, 2022 about the US FDA position on new vaccine and more boosters, above.
FDA scientists at the meeting suggested they preferred vaccines that will target the BA.4 and BA.5 Omicron subvariants, which are currently dominant, rather than the BA.1 Omicron variant that led to a massive surge in infections last winter. The fast-spreading BA.4 and BA.5 sub-variants of Omicron are estimated to make up a combined 52 per cent of the coronavirus cases in the United States as of June 25, the U.S. Centers for Disease Control and Prevention (CDC) said on Tuesday. The two sublineages accounted for more than one-third of U.S. cases for the week of June 18.
….
Dr. Isaac Bogoch, an infectious diseases specialist at Toronto General Hospital, told CBC News in an interview broadcast Tuesday that BA.5 represents “probably about 20 per cent of all COVID right now in Canada.” Health Canada tracking as of June 24 had tracked BA.5 in 15 per cent of all COVID-19 infections in the country, with eight per cent of cases characteristic of BA.4.
….
Pfizer, Moderna and Novavax presented data at the U.S. meeting. All three companies have been testing versions of their vaccines updated to combat the BA.1 Omicron variant. Moderna said it would be ready with a “couple of hundred million” of bivalent, or double-targeted, vaccines designed to combat BA.1 by September. It would be late October or early November if it needs to design a vaccine targeting the newer subvariants, the company said. Pfizer said that it and partner BioNTech already has a significant amount of BA.1 vaccine ready and is preparing to produce a large amount of vaccine targeting BA.4 and BA.5. It said either could be ready for an early October rollout. Both Moderna and Pfizer have said that their respective BA.1-inclusive vaccines generated a better immune response against Omicron than their current shots, which were designed for the original virus that emerged from China. They have said their new vaccines also appear to work against BA.4 and BA.5, but that protection is not as strong as against BA.1.
The Canadian National Advisory Committee on Immunization (NACI) then announced:
People at high risk of severe disease from COVID-19 infection should be offered a booster shot this fall, regardless of how many boosters they’ve previously received … That group includes everyone age 65 and older, NACI’s updated guidance said. Everyone else — age 12 to 64 — “may be offered” the additional doses in the fall, NACI said.
NACI said it will provide recommendations on the type of booster to be given when evidence about multivalent vaccines — which prime the body’s defences against multiple variants, including Omicron and its subvariants — becomes available.
… recommended that booster shots happen in the fall because, as with other respiratory viruses, “incidence of COVID-19 may increase in the later fall and winter seasons,” and new variants of concern could emerge.
The BC Minister of Health in the CBC provincial news July 4, 2022:
The subtitle of the article “10% of health-care staff were sick for at least a day last week”.
The provincial health-care system is getting ready for a fall wave and looking at a federal advisory body’s recommendations that booster doses be made widely available, Dix said speaking at a news conference Monday. Meanwhile, the B.C. COVID-19 Modelling Group, made up of interdisciplinary experts who work independently from the government, warns that a wave of COVID-19 driven by the more infectious and immune-evasive BA.5 sub-variant of Omicron is emerging.
….
Public Health Officer Dr. Bonnie Henry said two weeks ago that those hoping for a fourth dose would still have to wait until they are eligible. They are currently only available for people aged 70 and older, Indigenous people over 55, and people in long-term care — six months after their last booster.
Dix also said the province wouldn’t rule out bringing back masks in indoor spaces come the fall and encouraged people to get vaccinated.
The subtitle stated a fact about the effects of relaxing all NPIs: people are acting as if there is no risk of getting seriously ill.
In Ontario, July 6, 2022:
Ontario has likely entered a new wave of COVID-19 driven by the Omicron BA.5 subvariant, the province’s science advisory table said Wednesday, citing exponential growth in most public health units. The COVID-19 Science Advisory Table points to several key indicators that it says signal the beginning of a wave, little more than a month after the end of most public health measures, including mask mandates. For the first time since May, test positivity is above 10 per cent, the group of experts said in a series of tweets Wednesday. Wastewater signals are rising across the province overall and within most regions, it added. Around 80 per cent of public health units are seeing exponential growth in cases, though the group says the actual reproduction number is hard to nail down since the province moved to limit PCR testing.
….
Indications of a new wave in Ontario come as several G10 countries have already seen a jump in cases driven by Omicron subvariants, including France, the U.K., Italy, Belgium and Switzerland, among others.”We may be a couple weeks behind in this rise,” the advisory group said.
The group says current evidence does not suggest BA.5 is more severe than strains that drove previous waves or that it will lead to the level of hospitalizations seen at earlier points in the pandemic. “However, any surge comes at a time when hospitals are already dealing with staff shortages and record wait times — this impacts all of us,” the advisory table said. “And if BA.5 spreads widely, we may see a rise in deaths among higher risk groups such as the elderly as was observed during the previous waves.”
With lockdowns lifted and travel opening up, some First Nations in northwestern Ontario are seeing a surge in COVID-19 cases, just as the province’s seventh wave takes hold. There are 514 active cases in the region, a big jump from 124 reported just two weeks ago, said Dr. Lloyd Douglas, public health physician with the Sioux Lookout First Nations Health Authority. The spike in cases comes as public health officials in Ontario announced the province has officially entered its seventh wave, driven this time by the Omicron BA.5 subvariant. “Sadly yes, we’re in another wave,” Dr. Kieran Moore, the province’s chief medical officer, told CBC News on Wednesday after Ontario’s COVID-19 science advisory table pointed to exponential growth in most public health units. Douglas said a number of factors are at work that would explain the rise in remote communities in northwestern Ontario. “The regional chiefs rescinded the regional lockdown several weeks ago,” he said. “Travel is now reopened, and we have members of the community, rightfully so, travelling, getting their business done and coming back to the community. “Unfortunately, individuals would have gotten COVID and then be coming back,” Douglas said, adding that post-travel screening and quarantine policies are still in effect. Still, Douglas said, the case numbers are rising due to variants and waning immunity from vaccines.
“Even though the fourth dose has been available for community members for quite some time, the actual fourth-dose coverage is not where we would like it to be in comparison to … the second-dose coverage,” he said. “So there are multiple factors that have led to the uptake in some of our communities, and we expected to see a little bit of a surge after the communities would have opened up a bit.”
In Ontario, July 7, 2022, direct discussion in the media of the Omicron BA.5 variant:
A highly transmissible variant of the coronavirus is spreading through Canada, driving another wave of infections, even among those who have recently recovered from COVID-19. The Omicron subvariant BA.5, and to a lesser extent, BA.4, is largely behind the latest wave — the seventh of the pandemic and the third since the arrival of Omicron. Both have shown an ability to evade the protection offered by previous infection. “The BA.5 subvariant has mutated to the extent that your body is not recognizing it and people are getting reinfected,” said Dr. Fahad Razak, an internist at St. Michael’s Hospital in Toronto and the scientific director of Ontario’s COVID-19 Science Advisory Table. “So you’re seeing this additional surge start in Ontario, and now it’s started in other parts of Canada as well. “The good news is that data emerging from countries where BA.4 and BA.5 have already taken hold, such as South Africa, suggest they are not more severe than previous Omicron subvariants or more likely to lead to hospitalizations.
….
This week, officials in Ontario, Quebec and British Columbia acknowledged that their provinces had entered into another COVID-19 wave.
… Hospitalizations are also climbing week over week in British Columbia, as well as in Ontario, where about 60 per cent of confirmed COVID-19 cases are the result of BA.5. None of the provinces said public health restrictions were forthcoming, at least not during the summer.
In BC in the CBC BC news report of the provincial weekly BCCDC report July 7. 2022:
B.C.’s health minister confirmed the province is entering its third wave of the Omicron COVID-19 variant as hospitalizations jumped 35 per cent in the last week. A day after Ontario announced its third wave, Adrian Dix said cases in British Columbia are also trending upwards, though not as significantly as hospitalizations.”We’re not seeing a major increase in critical care in the most severe outcomes for people who are in hospital and are positive for COVID-19,” said Dix in an interview with Early Edition host Stephen Quinn.
….
Dix did not hint towards any new public health measures being implemented to stem the new wave of Omicron being driven by the BA.5 subvariant, and said British Columbia continues to focus on immunization as its best defence against COVID-19, reiterating that vaccines continue to provide strong protection by making hospitalization five times less likely and death seven times less likely. “Those others who’ve been invited have been invited to get your fourth dose. Get your fourth dose,” said Dix.
On Friday July 8, 2022 the BC Health Minister held a press conference to announce that vaccination with 2nd boosters (4th shots) would be available more broadly, including to persons over 60 years of age. (A change from people age 70 and older, Indigenous people over 55, and people in long-term care — six months after their last booster). It will be weeks before the necessary Orders in Council are enacted, workers hired, venues booked, and the vaccination infrastructure is re-established. The government is concentrating on vaccinating young children in August 2022 with newest approved early childhood vaccines.
The government dusted off the vaccination online appointment system and began blasting out messages July 20, 2022 that booster vaccinations would be scheduled “in the fall”. The announcement of boosters became an announcement of boosters before winter.
Quebec
… provincial data shows a waning interest in all COVID-19 boosters over the past few months. According to Quebec’s Health Ministry, only 56 per cent of the total eligible population has received a third shot — or their first booster dose. That number has remained unchanged for a month. Only 19 per cent of the total eligible population has received a fourth dose — the vast majority of whom are aged 60 and over.
….
The chair of behavioural medicine at the Université du Québec à Montréal says the provincial government’s failure to be transparent and manage people’s expectations is one of them.
“[The government] said, ‘oh, you know, you’re going to need two doses and that is the definition of fully vaccinated,” said Kim Lavoie of the Health Ministry’s messaging at the start of the pandemic.
While the government has gone on to urge people — not unreasonably, according to Lavoie — to get more doses, she says this has led to confusion and mistrust over the benefits they provide.
“I think that’s what we’re suffering from — from an impression that the government doesn’t know what they’re talking about because they keep making promises and changing the contract.”
….
Dr. Matthew Oughton, an infectious disease specialist at Montreal’s Jewish General Hospital, says this slow uptake of booster shots is being seen across Canada.
He expects this is due in part to people waiting to get Moderna’s new bivalent vaccine, which was recently authorized for use in the U.K. It is specifically designed to protect against the highly contagious Omicron variant of COVID-19 and is currently awaiting approval in Canada. It’s unknown when it would be available.
“I actually expect to see a big jump in demand once the bivalent boosters are actually available,” he said, noting their stronger protection against the strain of virus that’s currently circulating in the country.
…..
Lavoie says now that millions of Quebecers have already gotten COVID-19 — some twice — people’s willingness to get another dose partly depends on their risk perception.
“As risk perception goes down, the willingness to make the sacrifice necessary to get a vaccine goes down as well,” she said.
The expert in behavioural medicine says the Quebec government therefore needs to do a better job of communicating what the added value of getting a booster dose is in a clear and accessible way. …
The virus has survived. At present the prevalent Omicron variants do not cause terrible symptoms for most people, but it hospitalizes and kills some. It evolves faster than pharmacology and medical treatment. There are stories in the news that
Public health authorities and political decision makers in Canada appear to be content that the virus has been “defeated”, school and the econmony restarted, and that public money should be saved.
The USA and Canada
By the spring of 2021, most individuals believed that their risk was low, and resented the restraints on their choices and activities. In the spring of 2022 politicians and public health officials in the USA took the position that Omicron is a minor flu and that the pandemic is over. American politicians believed that the public wants to be told the pandemic is over. Canadian politicians agreed, but have been as vague about it as they can be. Many people were tired of sifting conflicting advice. They were ready to travel, dine out, shop and socialize and enjoy their choices as consumers. People who were sure, for whatever reasons, that they had low risk were not willing to continue with NPIs. People are travelling to express their unhappiness with the way public health measures affected their lives by spending on travel and leisure. There was compassion fade among adults of working age for the risks of the elderly and vulnerable individuals.
Libertarians, Populists, Anti-vax, Democracy
In February 2022, the news media in Canada reported the trucker convoy’s occupation of Ottawa and other populist protests against the measures that had been imposed by governments as conditions of work and travel – the requirements to prove vaccination, and wear a mask. The Canadian governments did not persuade all Canadians to accept that vaccination cards (and/or apps) and masks were necessary to protect the public from the risks of infection with the variants of Covid-19 reproducing in the population.
The protesters may have seen themselves as the leaders of popular movement. They might as well have been screaming “I’m as mad as Hell, and I’m not going to take it anymore”. They were driving trucks, blocking roads, blowing airhorns, demanding things and annoying people. The governments (Canadian federal, Ontario, City of Ottawa) dismantled the protests and charged the protest leaders with offenses. A few protest leaders will be punished, eventually, for breaking rules and annoying people.
The media’s interpretation of public disaffection with government, elites and modern life often seels addresses blame, and may involve conspiracies. The journalists who address mass movements are often puzzled by the way people react to the conditions of their lives.
People have been harmed financially by the effects of the pandemic. People were unable to work to earn money to pay rent and pay for food. The effects of the pandemic continue as a wave of price increases causes inflation of currency and erodes assets and means.
Through the pandemic, American libertarians embraced government’s use of goverment power to use public money to invent a vaccine while complaining that governments have not made the right moves to keep the economy growing to generate wealth for people who hold financial assets. A recent instance in an article by an avowed libertarian economist at the libertarian Mercatus Center of George Mason University:
Operation Warp Speed produced a new vaccine for a novel virus in record time but when Operation Warp Speed was disbanded by the Biden administration vaccine research and development slowed from warp speed to impulse power. It’s ridiculous that it is taking longer to develop and deploy tweaks to the mRNA vaccines to deal with new variants than it took to develop the original vaccines from scratch. By the time we get an Omicron-specific vaccine that variant will have disappeared. This is no way to run a civilization.
We should be investing in a universal vaccine for all sarbecoviruses (of which SARS-COV-II is a member) and, as I have long argued (and here) a nasal vaccine. We need not exaggerate, for the vaccinated the dangers are no longer acute but we should be better prepared for future variants and the savings from less sickness alone easily trump the costs. Indeed, the issue isn’t even so much the cost as the need to coordinate regulatory agencies, as OWS did, to speed approvals and reduce bureaucracy.
The public health authorities have supported masking by people who work with the public or in congregate workplaces. Masks are not protecting workers in a retail stores full of unmasked shoppers, and other public places. The pathogen is a highly contagious Covid-19 Omicron variant.
The public health experts recommend booster doses of vaccine to counter the risk of virulent symptoms, but vaccines are not available to most workers, and to persons who are vulnerable but not in the defined categories. In some Canadian provinces fourth boosters are available to persons over 60 – in denialist Manitoba the threshold is 50. In BC, the threshold age effectively remains 70 until the announcement of boosters becomes action.
The current policy of ignoring the pandemic except for promises of a more vaccine, some day, works at the price of sick workers and an increase in the risk of infection of people vulnerable to virulent illness.
The BC Health Minister’s July 8, 2022 was a messaging exercise. The government sat on its booster supply – waiting for the freedom loving anti vaccers to give in and get shots, or waiting for the federal government to pay for new shots. Bivalent shots may be expected. The Moderna shot approved in the UK is said to address Omiron BA1. Bivalent shots have not been approved in the USA or Canada. The currently prevalent lineage is Omicron BA 5. Nothing in government will start until September, at the earliest.
Modern tires allow cyclists to ride pavements, gravel, trails, dirt, mud, and other surfaces. Pneumatic tires, pneumatically inflated with compressed air, were invented and industrially produced before the end of the 19th century. Earlier, solid rubber was used to manufacture bicycle tires. It was better than other material. Getting a bouncy wheel that did not keep bouncing was one puzzle. Making the tire durable enough to survive contact with the road was another. Rubber proved to be elasic enough to bounce and deform and durable enough to roll for hundreds of miles.
The use of rubber for tires for automobiles and truck led to developments in material science and manufacturing, and to sophisiticated suspension systems. Suspension systems need to be damped to prevent the repetition of cycles of bouncing. Large industries rested on the discoveries that natural rubber was elastic, and could be used to manufacture devices that would contain compressed air. The development of pneumatic rubber tires for cars and trucks allowed bicycle manufacturers to acquire material and devise ways to mass produce tires. Tires have inspired the invention of tire materials, wheel rims, valves, pumps, tire levers, tools, patches, and adhesives. The newer tubeless bicycle tires have led to tire sealant, tire plugs, and tubeless repair kits.
Resources
Cyclists are interested in evaluating tires and learning which tires are efficient and economical. Tire manufacturers will happily say that they manufacture a product, and that their product is superior to other competing products. Scientific material that explains how tires work is more scarce.
Bicycle Tires and Tubes by Sheldon Brown and John Allen at Bicycle Technical Information (the Sheldon Brown site) is a well constructed page with links to terms and topics covering materials and construction. It discusses tire sizes and dimensions. BikeGremlin also explains Bicycle tyre sizing and dimension standards and other technical issues.
BTI is not a resource for information about mountain bikes. BTI published Jobst Brandt’s 1998 “A Brief History of the Mountain Bike ” which said: “The first successful high quality fat-tire bicycle was built in Marin County, California by Joe Breeze”. BTI has “suspension” in its glossary, but does not explain mountain bike suspension systems. Internet seach engines can find pages about bicycle suspension systems – for instance the Wikipedia entry Bicycle suspension but search engines do not respond fulsomely to queries about losses of energy operating bicycles on rough and irregular terrain due to vibration. There is a section on vibration in the Wikipedia entry Bicycle and motorcycle dynamics and a Wikipedia entry on vibration.
Current and historical Information on tires, rubber, and manufacturing tires available in Wikipedia, including pertinent articles explaining:
There do not appear to be standards for how to describe the quality of tires. In a rational world, a manufacturer would have goals in developing new tires and test experimental prototypes and production models. Wikipedia has not found that many industries have adopted methods and standards. Wikipedia, as of June 2022, has pages about
Engineer and blogger Tom Anhalt wrote about tires, tube and pressure at the online triathlon magazine Slowtwitch.com, some listed here, and wrote articles on his own Blogspot blog Blather ’bout Bikes:
A bicycle tire is a strip of durable and stretchy materials laid out in a circle, with edges pulled up to shape the tire in a U-shape. Most tires have beads, a structural part that is durable but not stretchy:
Conventional tires used on 99% of all bicycles are “clincher”type … They consist of an outer tire with a U-shaped cross section, and a separate inner tube. The edges of the tire hook over the edges of the rim, and air pressure holds everything in place.
….
The “bead” is the edge of the tire. On most tires, the beads consist of hoops of strong steel cable. The beads hold the tire onto the rim, and are, in a sense, the “backbones” of a tire. While most beads are steel, some tires use Kevlar ® cord instead.
Wire beads are less common than they were in the 1980s. Modern bicycle tire manufacturers use synthetic compounds to manufacture tire beads. Synthetic aromatic polyamids (Aramid) are popular. The rim of a clincher wheel is machined to turn inward to hold the bead in a “bead” hook. Clincher tires use an inner tube, which is airtight and inflated. The butyl rubber inner tube is the ordinary tube; latex tubes for clincher tires are available.
Tubeless tires are clincher tires without inner tubes. They have to be airtight to be inflated without inner tubes. The wheel rim is sealed with a airtight rim tape. The valve is sealed to the rim (and not to inner tube, passed through and opening. A tubeless ready tire is a clincher tire with an inner tube. A tubeless ready wheel rim may have tubeless rim tape, but a tubeless ready system has an inflatable inner tube – the valve is attached to the tube. Tires have been securely clinched to the wheel and sealed airtight by matching the bead with a bead hook structure or bead channel in the wheel rim.
Tubeless tires need liquid sealant in the tire to seal the tire to the rim. The liquid sealant is also supposed to block small leaks and punctures, as well as sealing the bead. A rider can carry tools to plug a small puncture and reinflate it if the sealant has remained in the tire and still functions. As of 2022, manufacturers of wheel rims are building and promoting rims without bead hooks for tubeless tires. There are cost savings in manufacturing wheel rims, and time and cost savings in changing tires, at the risk of tires coming off the rim.
A “tubular” tire, not to be confused with a clincher, also uses an inner tube. Tubular tires are explained at BTI. Tubulars are uncommon and mainly found on racing bikes.
Casing, Sidewalls & Tread
The body of the tire, technically called the carcass, commonly referred to as the casing, is made of “threads”, coated with plastic and rubber compounds:
Cloth fabric is woven between the two beads to form the body or “carcass” of the tire. This is the heart of the tire, the part that determines its shape. The vast majority of tires use nylon cord, though some use other polyamides. … The fabric threads don’t interweave with crossing threads as with normal cloth, but are arranged in layers or “plies” of parallel threads. Each layer runs perpendicular to the next layer(s).
Some tires use thick thread, some use thin thread for the fabric. With thin thread, there are more threads per inch (“TPI”) and this number is often considered an important indication of tire performance. The higher the TPI number, the thinner and more flexible the tire fabric is. Thin-wall (high TPI) tires tend to be lighter and have lower rolling resistance, but they’re more easily damaged by road hazards.
Bicycle tires have the threads of the fabric running diagonally, (“bias”) from bead to bead. Modern car tires have the main threads running straight over from one bead to the other, known as “radial” construction. Radial tires will also have a “belt” of plies running all the way around the circumference of the tire, crossing the radial plies.
In automobile and truck tires, the threads are called cords and may be made of metal. The term cords is also used to refer to bicycle tire threads. Few modern bicycle tire threads are not made of natural plant fibers (e.g. flax, hemp, cotton). Most are filaments of petroleum synthetic (i.e. plastic), often nylon, spun into threads. The threads are not woven into a cloth or fabric. Thread count is a (vague) measure of the texture of woven fabrics – particularly cotton bed sheets. Thread count is not generally a selling point for modern bicycle tires, except that high thread count was used by some manufacturers to mean that that a casing is strong and “supple”.
The threads cross each other in a grid, and are coated in an elastomer – a plastic compound. Some machines produce ribbons of the specified width; some machines produce sheets that are cut to ribbons of the required width. The ribbons are folded over the beads and welded. The threads reach from bead to bead, on the bias (diagonally). Layers of rubber or synthetic rubber compound are applied to the ribbon to form the sidewalls and the tread. The tires are pressed into moulds, shaped, and laminated. In some tires groups of threads (belts), are laid down with the bands crossing each other.
The tread is the part of the tire that contacts the road:
… This area usually has thicker rubber than the “sidewalls” of the tire, mainly for wear resistance. Most tires have some sort of 3-dimensional pattern molded into the tread, which may or may not enhance traction.
Manufacturers mix different additives with the rubber to achieve desired traction/wear characteristics. Generally, a softer formulation will give better traction, but at the expense of more rapid wear. Rubber is normally a sort of tan color, but most tires are black. This is the result of adding carbon black to the mix. Carbon black considerably improves the durability and traction of the rubber in the tread area.
A tread pattern of grooves in a thicker tread is common for automobiles. It was common for bicycle tires through the greater part of the 20th century, except for some special purpose tires. Tread patterns on bicycles do not displace water. Hydroplaning on a bicycle on concrete or asphalt is not a risk . BTI addressed this in a general article and in a 1997 article by Jobst Brandt, “Tires with Smooth Tread. A writer at CyclingTips addressed treads in 2014 in Rubber side down: the function of road tyre tread patterns:
A road tyre is already very effective at displacing the water thanks to its round profile so Jobst Brandt has argued that a patterned tread is unnecessary. A broader survey of current thinking amongst tyre manufacturers supports this view, though some see room for marginal gains through a tread-pattern design.
Slicks or near slicks have become a popular choices for “road” bikes. Some favour a file tread pattern (thin shallow closely spaced ribs at an angle to the path of travel; like the cutting edge of a file – the tool). Jan Heine, the editor of Bicycle Quarterly, and principal of René Herse Cycles addressed this:
… we are examining myths in cycling – things that we (and most others) used to believe, but which we have found to be not true. Today, let’s look at tire tread: Tread patterns matter – they can make a difference – even on the road. “Bicycles don’t hydroplane,” declared some experts many years ago. “Hence, tire tread patterns don’t matter on the road.” The first part is true – even wide bicycle tires are too narrow to lose traction due to hydroplaning – but tire tread doesn’t only serve to evacuate water from the tire/road interface.
In fact, the tread of bicycle tires has other purposes. I once cycled on the polished stone that surrounded a college library, and I was surprised by the lack of grip: I crashed. Even though I was unhurt, I learned the hard way that the coefficient of friction between our tires and the rocks that make up the road surface isn’t very high. Yet we don’t crash on roads made from the same rocks, but in the form of rougher aggregate in pavement. What happens is that tire and road interlock to create grip.
If our grip came only from pure friction, the size of the contact patch wouldn’t matter. Physics tells us that if you double a tire’s width, it will be pushed into the road surface with half as much force – the two cancel each other. Yet race cars run ultra-wide tires because they provide more grip. What is going on?
Tires interlock with the road surface. Imagine each little surface irregularity like a spike that pushes into the tire. The wider the tire, the more surface irregularities it touches; hence it has more grip. A softer tire also has more grip because the road surfaces pushes deeper into the tire. That is why the tires of race cars use very soft rubber, and why wider bicycle tires at lower pressures offer more grip than narrow ‘racing’ rubber at higher pressures.
There is another way to increase the interlocking between tire and road: provide edges on the tire that ‘hook up’ with the road surface irregularities. Each edge provides a point where a road irregularity can hook up. The more edges you have, the better the tire hooks up.
Contact Patch, Deflection, Tire Drop, Rolling Resistance
The weight of the bicycle rests on the contact patches of the tires, the area where each tire deforms from the circular shape of the tire in cross section to the (flat) shape of the surface as the bike rolls forward.
… the role of air pressure in the tire is to hold the fabric under tension — in all but one place, the contact patch with the road surface.
Air pressure can’t add tension at the contact patch, because the contact patch is flattened against the road. Air pressure can only push directly outward, and so here, it pushes directly downward. The downward force of the air must equal the weight load, and so the area of the contact patch approximately equals the weight load divided by the air pressure. (Edge effects and skewing of the weave of the fabric may result in some difference.) For example, if the air pressure is 50 PSI and the load is 100 pounds, the contact patch will be about two square inches.
The threads of the tire fabric can transmit loads only lengthwise and in tension. How then, do they transfer the load from the contact patch to the rim?
Because the contact patch is flat against the road, the curvature of the sidewalls next to it is increased, decreasing their tension, and the angle at which they approach the contact patch becomes shallower. These effects produce the bulge seen at the bottom of a tire under load and transfer the load from the contact patch to the tire sidewalls. The threads of the fabric are pulling downward less and outward more. The load is similarly transferred from the sidewalls to the rim. The sideways forces at the right and left side of the tire are equal and opposite, and cancel out.
Sheldon Brown, John Allen, Bicycle Technical Information, Bicycle Tires and Tubes (see How a Tire Supports its Load)
The rubber at the contact patch bends and rebounds like a spring. The rubber is under tension. The air everywhere in the tire is under pressure but the the tire bulges at the contact patch. The tension of the tire supports the bike.
Because the contact patch is flat against the road, the curvature of the sidewalls next to it is increased, decreasing their tension, and the angle at which they approach the contact patch becomes shallower. These effects produce the bulge seen at the bottom of a tire under load and transfer the load from the contact patch to the tire sidewalls. The threads of the fabric are pulling downward less and outward more. The load is similarly transferred from the sidewalls to the rim. The sideways forces at the right and left side of the tire are equal and opposite, and cancel out.
….
A tire, then, supports its load by reduction of downward pull, very much the same way that spoking of the wheel supports its load. The tension-spoked wheel and the pneumatic tire are two examples of what are called preloaded tensile structures, brilliant, counterintuitive designs working together remarkably to support as much as 100 times their own weight.
The rolling resistance of a tire is an example of elastic hysteresis. The deformity also causes the steering tire to experience pneumatic trail.
Frank Berto (deceased December 2019) was the technical editor of Bicycling magazine, before it became a travel and lifestyle publication. He wrote a book on derailleurs, The Dancing Chain – the 2016 5th edition is still on the market. Frank Berto wrote notable articles on “tire drop” – the change in the height of tire when it bulges under load. Some appeared in Bicycling and other print publication, but were not digitized. He rewrote and updated an article called All About Tire Inflation in 2006. Berto wrote or contributed to an article for Jan Heine’s Bicycles Quarterly published in Issue 19 (V. 5, No. 3, Spring 2007). Steve Vigneau has a pdf copy of “All about Tire Inflation” at his site: https://nuxx.net/files/bicycle/various/Frank_Berto-All_About_Tire_Inflation.pdf. Perhaps other copies and other articles can be located on the Web. Frank Berto explained why road bike tires should be inflated to endure tires stayed on the rim under the forces of cornering, and to avoid “pinching” and deflating an inner tube. For road bikes on pavement, he suggested the pressure should be high enough that tire drop was about 15%. He thought that road riders were overinflating their tires. He thought that mountain bike rides should ride softer, but needed guidance to know the minimum pressure to avoid damage to tires and rims.
Frank Berto largely agreed that road bike tire pressures could be lower than the manufacturers’ marked safety warning. He thought that bike tires need pressure to support the bike and rider and to handle properly. He suggested that the pressure should be enough to keep tire drop around 15% for the bike, rider and load. Tire drop is hard to measure. Like rolling resistance and durability, it is dependent on pressure and the thickness and composition of the tire casing
“Rolling resistance” is the mechanical friction generated as the tire rolls. As a segment of the tire tread rolls into contact with the road, it deforms from its normal curved shape into a flat shape against the road, then back to the curve as the tire rolls onward. The deformation of the rubber in this process is what causes the friction. A bias-ply tire has some additional friction because of the “Chinese finger puzzle” effect of the bias plies. The edges of the contact patch scrub against the road as a segment of the tread becomes shorter and wider where it flattens out, then longer and narrower as it becomes round again.
Manufacturers and consumers used wider tires for some bikes and some kinds of riding for a long time. Mountain bikes had and have wider tires. Gravel bikes have wider tires. Cyclo-cross bikes have wider tires than road bikes. Wider tires hold larger volumes of air at lower pressure than narrower tires:
Tire width and pressure are inextricably linked. It is a serious mistake to consider one independently of the other. Generally, wider tires call for lower pressures, narrower tires call for higher pressures.
Consider, for example, a tire one inch across, at a pressure of 100 PSI (pounds per square inch). Air is pushing down against the bottom half of the tyre cross-section with a force of 100 pounds per inch of length. Each sidewall of the tire bears half that load, and so each inch of length of tire sidewall will be under a tension of 50 pounds. Now let’s consider a tire twice as wide, two inches across, at the same 100 PSI. Each inch of sidewall will be under a tension of 100 pounds. So, a wider a tire would ride harder, and need stronger fabric, if inflated to the same pressure,
The part of the tire that is actually touching the ground at any moment is called the “contact patch.” Generally, the area of the contact patch will be directly proportional to the weight load on the tire, and inversely proportional to the inflation pressure. For instance, if the rear tire of a bike is supporting a load of 100 pounds, and the tire is inflated to 100 PSI (pounds per square inch) the contact area of the tire will be roughly one square inch. If the pressure is reduced to 50 PSI, the tire will squish out until the contact patch has become 2 square inches (or until the rim bottoms out against the tire.)
A common debate among cyclists centers on the issue of whether a wider tire has more or less rolling resistance at the same pressure. The constant pressure is proposed because it appears more scientific to eliminate this as a variable, but this is not realistic in practice. The short answer to this question is that, yes, a wider tire of similar construction will have lower rolling resistance than a narrower one at the same pressure. This fact is, however, of no practical value. If you are comparing two tires of similar construction, with the same load, and the same pressure, either the wider tire is overinflated, or the narrower tire is underinflated!
A tire is supposed to deflect a bit under load. This deflection [is] the whole purpose of pneumatic tires. When you sit on your bike, your tires should visibly bulge out at least a bit under your weight. If they don’t, they’re overinflated.
Stiffness can come from thicker casing and rubber. Tire designers can make tires “supple” by making them with thinner casings and thinner rubber layers on the sidewalls and treads. A supple tire stetches and rebounds rapidly with little loss of energy. It rolls with little rolling resistance, and suspends the bike.
Supple tires have drawbacks:
There are four ways to reduce [rolling resistance], each subject to trade-offs:
[1.] The thinner and softer the rubber/fabric of the tire are, the more flexible they become. The trade-off with this is that the thinner the tire gets, the more fragile it is, and the sooner it will wear out.
If the casing and tread are thin, the tire is fragile. The entire contact line of a supple slick tire is exposed to contact with and penetration by small sharp debris. The tread and sidewalls can be gashed by impacts with sharp or pointed edges including broken glass, metal objects etc. on paved roads., and rocks, thorns on gravel and trails.
A patterned tread of hard rubber provided reasonable protection against punctures from small debris, although a pattern leaves an area of the tread with less rubber. The industry addesses puncture resistance with thicker or stronger tire casings and with protection belts. See Cycling Weekly’s Best puncture-proof tyres for cycling 2022.
Knobs & Cleats
Bike, wheel and tire manufacturers designed mountain bikes and gravel bikes with wider tires than road (and cyclo-cross) tires. Tires, with raised tread features – i.e, knobs, ridges or cleats were and are common on mountain bikes. Hybrid mountain bike tires are wider than “traditional” narrow road bike tires but narrower than mountain bike tires. Hybrid mountain bike tires, commuter bike tires and utility bike tires tend to have flat, patterned treads. Generally, gravel tires have knobs.
According to Jan Heine of René Herse Cycles, knobs and other tread patterns do not increase traction on loose aggregate surface materials (gravel). The tires ride on the aggregate material on the top.. The top aggregates slide or tumble on the lower loose material. Knobs do not increase grip on such a surface. Knobs can grip irregular firm surfaces and surfaces covered by thin layers of loose materials.
Some knobby tires can “squirm”:
Knobby treads actually give worse traction on hard surfaces! This is because the knobs can bend under side loads, while a smooth tread cannot. The bending of knobs can cause discontinuities in handling: the tire grips OK for mild cornering, but as cornering force exceeds some critical value, the knobs start to bend and the traction suddenly goes to Hell in a handbasket.
It depends on the size and shape of the knobs, the tread material, and the way the tire deforms and contacts the road. The tire streches and deforms around around knobs when the knobs are under the contact patch.
Thick knobs are less vulnerable to puncture than the thinner parts of the tread when the knobs are in the contact patch. The risk of puncture depends on the shape and size of the debris, the angle of impact, speed, and weight. I can’t find any discussion of the role of knobs in protecting the tire from puncture by small debris.
The knobby mountain bike tires made in the 1980s and ’90s were noisy. Tires with knobby tread were also generally thicker and stiffer. Knobby treaded tires were slower because the tires were stiff and slow. I switched from knobby tires to a patterned tread tires on my Giant hardtail mountain bike, and rode patterned tread tires on my hybrids and my old road bike for years. I was quieter and I thought I was faster. I don’t really know.
Manufacturers have modified tread patterns with knobs and cleats to reduce noise. Modern raised tread patterns are more likely to hum rather than buzz or roar, but can still be noisy.
Valves, Chucks, Gauges
The Schader valve used on automobile tires was used on bicycles in North America. Presta valves were once found mainly on the narrow tires and tubes of road bikes. Presta valves have become common on gravel bikes. mountain bikes and hybrid bikes. Bicycle Technical Information lists Schrader, Presta and Dunlop and illustrates these valves. Wikipedia’s valve stem entry has a 4th type.
A valve stem is a self-contained valve. Cyclists refer to the exterior shell, which is often threaded, as the stem. Some small bike pumps can be attached to the stem. Most pumps attach to the stem with a hose fiting on the pump hose called a chuck.
The Schrader valve allowed cyclists to use air pumps at automobile service stations. The pumps had chucks to fit on Schrader valves, and worked on Presta valves if the user had an adapter. These pumps were useful for cyclists if a service station was near (before service stations began to put coin meters on air pumps) if the user could limit or control the volume and pressure. Some industrial pumps could blow out a bike tire, delivering large volumes at high pressure.
In the 1950s and 60s young cyclists learned to test pressure by grasping the wheel rim and pressing the tread to see if the tire would deform under that pressure. It was not a measurement and it depended on strength and effort. Modern riders have access to analog and digital gauges to test pressure, cycling computers to record speed, location and elevation and power meters.
Pressure – Warnings, Manufacturer Recommendations
Many riders expect the manufacturer to specificy an optimal recommended operating pressure. The value stamped or marked by the manufacturer on the sidewall is not the an optimal value or the optimal value:
Most tires have a “maximum” pressure, or a recommended pressure range marked on the side of the tire. These pressure ratings are established by the tire manufacturers after consultation with the legal and marketing departments. The lawyers want the number kept conservatively low, in case the tire gets mounted on a defective or otherwise loose-fitting rim. They commonly shoot for half of the real blow-off pressure. The marketing department wants the number high, because many tire purchasers make the (unreliable) assumption that the higher the pressure rating, the better the quality of the tire. Newbies often take these arbitrary ratings as if they had some scientific basis. While you’ll rarely get in trouble with this rote approach, you will usually not be getting the best possible performance. … Optimal pressure for any given tire will depend on the load it is being asked to support. Thus, a heavier rider needs a higher pressure than a lighter rider, for identical tires.
….
Rough surfaces generally call for a reduction in pressure to improve ride comfort and traction, but there is a risk of pinch flats if you go too far. Even at the lower appropriate pressure, wider tires, because they also are deeper, are more immune to pinch flats.
Testing of tires for automobiles and aircraft (landing gear) for safety was established by governments, regulatory agencies and regulatory bodies. The performance of materials and components in the various situations became a testing point, and testing would have been necessary to sell those products.
Bicycles have been athletic, recreational and entertainment products, and a means of transportation, and even toys. Tire testing, unless required by consumer protection law or the rules of competition, was unusual. The test data for bicycle tires, if any, may be found in the papers of the inventors and manufacturers.
Josh Poertner, the principal of Silca Velo suggested (to Tom Anhalt in an interview (link below), that manufacturers of bicyle tires had no data about tire operation or performance because they were not testing, and that no one knew how to test bicycle tire performance until the early decades of the 21st century. Poertner said that manufacturers relied on their own reputations and industry practice when they made claims that tires were “fast”, efficient, grippy, puncture-resistant, comfortable etc. In a few of the earliest Silca Velo podcasts Josh Poertner discussed tires and inteviewed engineers who had started bicycle tire performance testing:
Cyclists started to demand, unsuccessfully, that when manufacturers claim that competive road casing tires are efficient or fast, they should disclose data. Manufacturers can feasibly test protypes and production samples on testing devices that put pressure on tires as tires are rotated against rollers and drums. Manufacturers prefer to rely on brand reputation and price to persuade riders that a tire is fast, light or high quality.
It is not likely that manufacturers will ever voluntarily disclose research on materials and products under development.
Consumer-led testing
For several decades, from the 1960s, riders, mechanics, bike shops and tire manufacturers shared a common belief and maintained that road bike tires should be narrow and inflated to high pressures. Several sectors of the cycling industry were vested in narrow tires by the 1990s. Road bike frame and fork designs accomodated narrow tires. Wheel manufacturers manufactured wheel rims for narrow tires. Tire manufacturers made narrow tires and tubes.
Cycling magazines seldom pay journalists to test products or challenge the practices of manufacturers who pay magazines to advertise products and publicize cycling. There was some industry reseach on rolling resistance in bicycle tires, but the methods and results are obscure. In an article on the triathlon site Slowtwitch.com:
I’ve heard, though I haven’t seen, reports of rolling resistance studies Continental performed that included an analysis of tire width. … it seems intuitive to me, that there is not much if any measurable difference in the rolling resistance of a 20mm tire versus a 24mm tire, all other things equal. Thinner tires require more attention, though, in that they’re more susceptible to increased rolling resistance if they’re not inflated to a sufficient pressure.
….
After you’ve satisfied yourself (or if you’re willing to take my word for it) that a 23mm or 24mm tire will roll as efficiently as a 9mm or 20mm tire, you can move to the next two issues, which are aerodynamics and resistance to flats.
Cycling computers and tire pressure gauges allow riders to check their real speed, tire pressure and other parameters. This allowed riders to compare tires and tire pressures.
Independent researchers including Robert Chung, Al Morrison, Tom Anhalt and Jan Heine started research into road bike tires at or after the end of the 20th century. They recorded data with gauges, cycling computers and power meters available to them. They communicated with each other, sometimes, on Usenet or in other internet services, or by telephone.
Tom Anhalt’s equations to convert Crr (Coefficient of rolling resistance) on rollers to flat surface were written in 2006 (published in 2013 on his blog Blather ’bout Bikes) Tire Crr testing on Rollers – The Math. His charts comparing narrow triathlon road racing tires were published in 2013 on his blog Blather ’bout Bikes, Tire Crr Testing on Rollers – The Chart … and a “how to”. Tom Anhalt’s 2009 article on inner tubes formulated the theory of the breakpoint, at which increasing tire pressure increases rolling resistance:
When thinking about tire pressure and what is “fast”, it helps to think of it in terms of a “resistance to forward motion” rather than just thinking about the rolling resistance of the tire itself. As we’ve seen above, increasing pressure inside the tire decreases the rolling resistance of the tire itself, and this fact has been observed in tests of rolling resistance vs. tire pressure on smooth rollers. With increasing pressure, the rolling resistance drops at a decreasing rate until at very high pressures it’s basically a flat line. So, does that mean that increasing pressure in a tire lowers the rolling resistance of the tire on a rougher surface as well? The answer is: “Yes…but..” The rolling resistance of the tire continues to decrease with increasing pressure on rough surfaces as well, BUT at some point the increasing pressure stiffens the “air spring” so much that the increase in transmitted energy loss overwhelms the decreasing rolling resistance of the tire, with the result being that the actual ” resistance to forward motion” starts increasing. The net result is that above a certain pressure (what I like to call the “breakpoint pressure”) higher inflation pressures make a rider slower for a given power input to the pedals. Adjacent is a simplified schematic representation of this effect. Very little data is commonly available that shows this effect. Mainly out of curiosity about whether or not this effect was measurable, and to what the magnitude of the effect was, this author undertook an experiment “on the road” armed with a PowerTap power meter and a method for determining the Crr (coefficient of rolling resistance – actually, in this case the “resistance to forward motion” proportional to velocity) illustrated here.
Tom Anhalt, Slowtwitch.com. September 21, 2009, What’s in a Tube
Robert Chung developed a power equation that considered Cda (drag area) as well as Crr. He wrote a paper “estimating CdA with a power meter” which has been distributed on the internet. Tom Anhalt discussed the March 2012 version of the paper in his Blather ’bout Bikes post August 4, 2013 “Aero Field Testing using the “Chung Method” – How sensitive can it be?“.
Lower pressure was an innovation when applied to road bicycle tires. Some professional road racing teams or their consultants began to experiment. Some experimenters tried to protect their data and insights to maintain advantages for racing teams, consultants, and tire manufacturers. Academics publish. Manufacturers and consultants hoard trade secrets.
Josh Poertner, before acquiring the Italian Silca Velo brand, had worked on wheels and tires as a manager in Zipp’s Speed Weaponry division, advising professional road racing teams. He was familiar with the literature, and was involved in testing. Josh Poertner/Silca Velo started to podcast or make videos in 2019. Josh Poertner sometimes suggests that the modern engineering of Anhalt has superceded the views of Frank Berto. Anhalt relied on some of Berto’s work in a post on gravel tires February 16, 2020 and his graphs on rolling resistance and pressure. The reasoning and the math is complicated. It seems that Anhalt did not overthrow Berto’s work.
Bicycle Quarterly
Bicycle Quarterly (“BQ”), is a printed publication founded by Jan Heine, the principal of Compass Cycling and René Herse Cycle of Seattle, Washington, USA. BQ was first published in 2002 as a publication about “vintage” bikes. Jan Heine favours drop bar bikes without mechanical/hyrdraulic suspensions: road bikes, endurance road bikes, and “all-road” bikes. His favoured off-road forms of riding include cyclo-cross. He rode Unbound Gravel in Kansas in 2022 on a vintage design René Herse 12 speed (2 x 6) all-road bike. He reviews bikes built by custom builders – frequently bikes built with steel frames. BQ has discussed the uses of bicycles on gravel roads, and self-supported distance riding (randonneuring). René Herse Cycles has a YouTube channel. Some of the videos are about rides in the Cascades and other parts of the US Northwest. Some illustrate bike design, handling, and maintenance:
Most of Jan Heine’s books were independently published by Bicycle Quarterly Publications and sold by René Herse Cycles, and by Amazon:
The Competition Bicycle (2008, reprinted 2012),
The Golden Age of Handbuilt Bicycles: Craftsmanship, Elegance, and Function (2009),
René Herse: The Bikes • The Builder • The Riders (2012),
The All-Road Bike Revolution (2020).
Several of Jan Heine’s books explore history and document the quality of 20th century bicycles. The 2020 book is a short manual for purchasers and riders, and discusses features of modern bikes. Jan Heine frequently observes that modern bikes originated in bicycle designs in the early and middle parts of the 20th century. He respects innovation, but has raised questions about innovations that fail to improve the owner/rider’s experience. He points out that a steel bike from a home builder or small manufacturer can be a better bike, and less expensive than most bikes produced by modern factories.
BQ discussed tire pressure, tire testing and tire design many times. Jan Heine and other riders and writers associated with BQ began testing and writing about rolling resistance and tire tests in BQ issue 17 (aka Volume 5, No. 1, Autumn 2006). Heine respects Frank Berto’s efforts to measure tire drop – he relied on it in developing the René Herse online pressure calculator tool, which became active in the spring of 2022, and cites Berto in journal entries such as “Tire Pressure Take Home” (March 2016).
BQ writers criticized the lack of testing by tire manufacturers, and the use of machines that tested tires on steel rollers or drums. They preferred to test tires by comparing performance on the same surface, without pedalling, by letting bikes roll down measured distances, downhill under low wind conditions – the “roll-down” test. It is a low-tech process that requires time, and measurements of distance, time, and speed. Jan Heine designed tires, manufactured (according to some sources by Panaracer) for Compass and René Herse in Japan, and brought the tires to market. He can be seen as :
a fan of vintage bikes and
promoting his brand of supple tires, and
questioning some of the practices of bike and tire manufacturers.
Jan Heine maintains that hard narrow tires cause the bike to vibrate, even on smooth pavement, which riders perceive as an indication the bike is fast. He summarizes his reseach as supporting the view that an overinflated (hard) tire transmits vibration which slows a rider down – a hard tire is not an effective shock absorber. Jan Heine expressed his views to the readers of the Adventure Cyclist magazine of the Adventure Cycling Association in March 2009 in the article “PSI Rx“. The article discussed the way tires lose energy the rider put out to get the bike rolling forward:
Suspension losses – a bike that vibrates and bounces from one bump to the next is lifted up time and again. Lifting the bike requires energy. Part of this energy is absorbed inthe rider’s body and, on a touring bike, by the luggage. The rest is returned as the bike rolls off the bump. When you accidentally ride into the rumble stripsthat separate many U.S. highways from the shoulder … you also slow down immediately as energy is absorbed in your body. By smoothing out the bumps, pneumatic tires save energy.
Deformation losses – the downside of a soft and squishy tire is the deformation of the tire as the wheel rotates. Most of the energy necessary to bend the tire casing is returned as it springs back into shape at the rear of the contact patch, but some of it is lost to friction within the tire and is no longer available to drive the bicycle forward.
For the best performance and comfort, you need a tire that is neither too hard nor too soft. Instead of inflating your tires to the maximum pressure, run them at the optimal pressure, where they deflect enough to keep the bike from vibrating too much yet are not so soft that they slow down due to excessive deformation losses.
Tire drop measures how much the tire deflects under the load of rider and luggage (Figure 1). For example, if your tire is 30 mm tall without a load and 27 mm tall once you sit on the bike, your tire drop is 3 mm or 10 percent.
….
Properly inflated, wider tires provide much more comfort. When you hit a bump and your tire drop increases from 15 to 18 percent, the 23-mm tire will give you only 0.69 mm suspension, whereas the 37-mm tire deflects 1.11 mm. The added suspension of the wider tire makes it faster and more comfortable on rough roads.
But aren’t narrower tires faster? Not really. The key to a fast tire is a supple thin casing that requires less energy to deform than a sturdier thicker casing. For a variety of reasons, many wide tires use heavy-duty casings, which are indeed slow. Wide tires with high-performance casings can be very fast. In Bicycle Quarterly’s tests, the five fastest tires ranged in width from 24 to 37mm. … thin supple casing is faster because it absorbs less energy as it deforms.Thus, it will deform more for a given bump, making it more comfortable than a sturdier tire with a thicker casing (for the same tire width and pressure). The downside of a thin supple casing is reduced resistance to punctures.
Jan Heine’s point is that a supple tire deforms and recovers faster, and absorbs road vibration that a stiff tire will not. Jan Heine acknowledges that the thin supple casing has disadvantages and risks, including reduced resistance to punctures. In the printed BQ articles about his attempts in 2021 to record the Fastest Known Time on the Oregon Outback route, he discusses the risks of gashing supple tires on sharp rocks on gravel surfaces.
Jan Heine and Josh Poertner were guests on CyclingTips Weekly Podcast Episode 9, August 21, 2016 “Rethinking road bike tire sizes and pressures“. Elden Nelson, the (former) blogger at Fat Cyclist was the podcast host. (Elden Nelson and Michal Hottner co-host a podcast about the Leadville Colorado mountain bike race, and the Silca Velo Marginal Gains podcast. He stopped blogging in 2022). James Huang, a CyclingTips technical writer, was a guest or co-host. It may be necessary to play the mp3 version – the 2016 episode is not available in the podcast search function in several podcatcher apps. It is over an hour long. Jan Heine and Josh Poertner agreed that lower pressures were faster. The discussion was summarized in an article in/on CyclingTips in 2017 “What is the optimal tyre pressure?“
The amount of energy that is wasted due to suspension losses increases significantly as the surface of the road gets rougher. Jan Heine measured huge losses when riding the rumble strips that border some roads while Josh Poertner found that even a small amount of over-inflation (10psi) could produce an obvious penalty.
….
Much of the data favours wide (25-28c), supple tyres at lower pressures (60-80psi/4-5.5bar), but every rider should feel free to experiment with tyre size and pressure until they are pleased with the performance of the bike.
They agreed that many riders would be better off with wider, softer and more supple tires, and that the optimal tire pressure is usually below the manufacturer’s safety warning. Each had reasons, and relied on particular data points. Poertner cited “supple” practices of professional road racing teams such as the use of latex inner tubes (as opposed to the more common butyl rubber tubes) and the use of thin casing supple tires in races. Poertner agreed that that overpressure beyond the breakpoint (see Tom Anhalt, above) can produce a penalty. They had some differences, but they did not discuss or debate them. The article in/on CyclingTips is imprecise on some points. As the breakpoint is dependent on weight and sensitive to surface, a rider may have to monitor pressure, use data based calculator programs, and test. Rolling resistance cannot be stated for a tire, without knowing other parameters.
The Consultant’s View
Josh Poertner is an engineer and entrepeneur:
He views reducing tire pressure as a way of reducing rolling resistance as a marginal gain for competitive riders;
He favours the idea that new ideas, methods and products are generally better;
He is aware of the costs and constraints affecting the way tires are made – the cost of material, the costs of machines, transportation, energy and labour;
He is aware of the way engineers in the automobile-related industries have addressed the constraints;
He is responsive to the financial constraints of industry.
Like the Ferengi on Star Trek, manufacturers focused on the acquisition of profit as the highest goal can resist making performance the highest standard – it a customer wants high performance, like a professional cycling team manager, the customer needs lots of money.
By 2016, according to Josh Poertner, several road racing teams were using slightly wider tires, and pumping the tires to pressures determined by their procedures for the weight of the rider and bike, and road conditions. Poertner referried to chip seal and gravel as rough. Poertner says he is impressed by Chung, Anhalt and others who have worked with mathematical formulas and gather data with specific tools. Poertner accepts testing on rollers and rotating drums.
This kind of testing involves some machinery. When testing became feasible enough for riders to tinker and test, it also became more feasible for manufacturers and industry stakeholders to test. Testing on machines can be standardized and scaled – and is less costly for manufacturers:
It is relatively straightforward to measure rolling resistance under controlled conditions. A large rotating drum or a set of rollers can be used to reproducibly identify relatively minor differences in rolling resistance allowing different brands, models and sizes to be compared and ranked to identify the “fastest” tyres. The influence of other variables — including tyre pressure, different inner tube materials, and for tubular tyres, the method of gluing — has also been tested.
….
It was Tom Anhalt that first raised the possibility that there was more to rolling resistance than friction alone. By comparing his “lab” data with real-world data, Anhalt noticed an unexpected increase in rolling resistance when high tyre pressures were used on the road. Jan Heine and Josh Poertner subsequently confirmed these observations, ushering in a fresh view on rolling resistance and renewed appreciation for lower tyre pressures.
Poertner says he thinks roll-down testing is very limited. He appears to view Frank Berto’s work as out of date. Poertner is focussed on the marginal gains of improving aerodynamic performance. Poertner’s views are influencing cycling influeners – e.g. Lennard Zinn:
… if there is a question about whether a fatter tire is faster than a skinnier one on a rough road, where the bigger tire should have the advantage, then on a smooth road, the narrower tire will likely come out ahead. And even if there is little or no difference in rolling resistance, the advantage will go to the narrower tire overall, due to its lighter weight and lower aerodynamic drag. Contrary to that René Herse blog you sent me, bigger tires are slower aerodynamically, except when the rim is wider than the tire.
As for the René Herse tire rolling-resistance results … This is the methodology the author (Jan Heine) employed for those René Herse tire tests. I respect the enormous amount of work, time and effort that went into those tests. On the other hand, you can’t accurately quantify a small friction difference between tires, tire widths, or tire pressures when the main thing you’re actually measuring, namely aerodynamic drag, dwarfs those tiny differences.
…..
I’m still left with the fact that the main thing determining the riders’ speeds was wind resistance, since rolling resistance is so much smaller of an effect. That’s why, if we really wanted to be able to quantify what tire pressure, width, or model was faster than another, we needed to do it in a lab, and it couldn’t be just any lab, as I explain[ed][November 23, 2021, Technical FAQ]
“Unfortunately, the only way we can truly know the tire pressure breakpoint for a particular rider on a particular surface is to conduct virtual elevation testing (Chung Method testing), which is a methodology whereby we can use real-world data sets to back-out rider CdA and Crr to very high degrees of accuracy. Having done hundreds of these tests, what we find is that the ‘fastest tire’ in the field is the same one we find on the smooth or rough drum in the lab, but the breakpoint pressure depends greatly on rider size/weight/body composition, as that is what is ultimately driving the whole spring/mass/damper side of the equation.
“If you wanted to test that with a machine, you’d have to do some sort of shake rig testing (as we do with racecars) to determine the spring/mass/damping relationship at each tire contact patch and then model that into your bump drum to simulate that spring/mass/damper on top of the tire. Again, the fastest tire will still be the fastest tire, but you could then accurately predict breakpoint!
“This is what makes our tire pressure calculator so unique; it is a curve fit of thousands of real-world virtual elevation data points taken with pro athletes over a 6+ year period. No, the challenge with this data set is that the selection of tires used is extremely top tier. So, the breakpoint is likely a bit high for those running less extravagant tires, and secondly, our athletes are the fittest in the world, so the breakpoint is likely higher than for the average consumer, as these data were produced with athletes all having very low body fat percentage and therefore, lower hysteresis than most normal people!
….
” … roll-down testing, as you know, is a terrible tool for looking at Crr, and I would go as far as saying that it really just can’t/doesn’t work unless you are trying to parse very good from very bad tires.”
— Josh Poertner, Silca president
” … misinterpretation of smooth drum tests has led to misleading conclusions, and really mostly about pressures. Smooth roller tests on tires of equivalent construction, but varying widths, shows that at equivalent pressures, wider tires test faster on the smooth drums, and, with “appropriate” pressures in each, are basically equivalent. Yes, smooth roller tests, or rough roller tests without damping, don’t properly demonstrate breakpoint pressures. Now that this is understood, it’s also important to remember that below breakpoint pressures, roller testing is a very valuable tool for evaluating tire hysteresis losses.”
Lennard Zinn did not explore or explain Tom Andhalt’s comment on the limitations on drum/roller tests at breakpoint pressure.
Poertner assisted journalists at the Hearst publication Bicycling with an article in the spring 2022 issue (Volume 63, No. 4 at p. 65-66, if one has access to this paywalled magazine. I had access through a public library access licence). A test rider was timed and power output was recorded riding a bike equipped with Pirelli P Zero Race TLR tires in three widths – 26, 28 and 30 mm. Each tire width was at three pressure combinations (F/R psi: 90/95, 70/75, 50/55) over two 2.5 mile courses – a smooth and flat (paved) bike path, and a rolling road with “mostly good quality pavement”. Poertner is cited for explaining Tom Anhalt’s breakpoint math, as saying that wider tires are not necessarily faster, and as a supporting the writer’s interpretation of the test results:
“There is the conventional wisdom that wider tires have lower rolling resistance, and if you took a given tire construction and just scaled it, you would probably find that to be true. But in the real world, because of the way tire makers make their tires, that is not always true. I know this can be hard to hear … but it really just depends.”
….
Its not surprising that a 30 mm tire pumped up to 90/95 was the fastest on … smooth flat road. At [20 mph] rolling resistance is not getting overwhelmed by the aerodynamic penalty of the larger tire.
….
The biggest variable that affects your ideal tire pressure (in terms of speed) will be the surface on which you ride.
Bike and tire manufacturers prefer to test on rollers and drums, and deprecate roll-down tests. there are no standards for the tests or the use of tests in manufacturing and marketing.
In road racing, slightly wider tires and lower pressures have become popular, but the adoption of wider tires in competitive road cycling has been limited. The use of wider tires affects frame design. Bicycle manufacturers are competing to produce lighter and faster bikes. Bike manufacturers are replacing metal with plastic composite. At present, carbon fiber is an expensive single-use plastic. Some bike companies greenwash their use of carbon fiber composite as dematerialization. This uses carbon fuels – the energy costs are significant. The road racing interests have tried to get aerobic gains by reshaping bikes and components and changing cycling apparel.
My Tires
My bike in the last half of 2019, 2020, 2021 and 2022 was a 2019 model Cannondale Topstone with WTB tubeless ready wheels to fit 700c tires on a 23 mm. (inner bead diameter) rim. I ran the wheels and tires as clinchers with normal basic butyl rubber inner tubes. The WTB Nano tires had knobs, shown in the photo below. The main tread shows as dusty grey; the raised knobs are black. The larger 4 sided knobs were about 4 mm. front to back x 5.7 mm. The thin knobs on the center line were 14.4 mm. fron to back x 3.75 mm. across, and spaced 5.1 mm. apart. An image of the tread pattern of knobs, arranged in chevrons pointing in the path of travel, seen from the front, is below. These were fairly small knobs, and pretty typical of the tread pattern of modern tires. They were quiet – nearly silent. WTB marked the range of inflation from minimum 35 psi/2.4 bars/240 K.Pa to maximum 55 psi/3.8 bars/380 K.Pa.
Those tires, at 700c x 40 mm., were slightly too big to allow me to put fenders on that bike.
Tread pattern WTB Nano, seen head on
I replaced the WTB Nanos with 700c x 38 mm Panaracer Gravel King SK tires. The actual diameter of this tire (distance from the widest point between the sidewalls) on the 23 mm. rim was about 41.5 mm. The tires were marked with tubed maximum pressure 75 psi/5.3 bars/ 525 kpa, tubeless max 60 psi/ 4.0 bars/ 400 K.Pa
These had, as shown in the image below, 3 rows of 3.5 mm. x. 3.5 mm. square knobs (2.5 or 3 mm high) on the center of the tread, 9 knobs per square centimeters, in a waffle pattern, and some slightly larger knobs on the shoulder between the centre of the tread line and the sidewalls (SK stands for small knob). The small knobs on the center line have the center line thick tread on the contact patch, and some grip on pavement. The knobs were soft enough to give with side pressure.
Tread pattern, Panaracer GravelKing (SK) tires.
Tom Anhalt included Panaracer GravelKing (SK) at 32 mm. in his post on gravel tires February 16, 2020.
The Panaracer GravelKing (SK) tires rode smoothly, but seemed to me to squirm on worn asphalt, where bitumen showed on the road surface (Wallace Road, in Central Saanich).
From spring 2021 to May 2022, I rode René Herse Barlow Pass 700c x 38 mm. René Herse has this tire in its “all-road”road line of tires. It is basically a road tire. At 38 mm. itis wider than normal for road bikes. The tread pattern is a faint rib to indicate wear, with a fine file tread on the shoulder. René Herse describes/promotes the tires:
For paved roads and smooth gravel, our all-road tread with its fine ribs is the best choice. It combines excellent performance and grip on pavement with surprising traction on loose surfaces – the supple casing allows the tire to grip the surface much better than a stiffer tire.
René Herse advises that the diameter of its Barlow Pass tires should be within .5 mm of 38 mm. The actual diameter of this tire (distance from the widest point between the sidewalls) on the 23 mm. rim was about 41.5 mm with the Extra Light tire and about 42 mm. with the Endurance tire. The height of the inflated tire was about 710 mm. This is little larger than the manufacturer said I could expect. The maximum pressure specified (tubed) is 75 psi/5.2 bars/515 K.Pa.
I picked up some scattered metal debris, which eventually pushed through the tread and casing and caused a number of small punctures of the tube(s). Some caused rapid deflation. Others caused slow leaks. I may have taken some pinch flats. Supple tires are fragile – as many have said.
I installed René Herse Steilacoom 700c x 38 mm. tires in May 2022. This tire was introduced in 2018. It was the first, and at the time the only René Herse (Compass) knobby tire. Tom Anhalt included this tire in his chart of his test and equations of gravel tires in February 2020. René Herse describes this tire as the ultimate cyclocross tire. It has “dual-purpose knobby tread” which René Herse describes this way:
Our dual-purpose knobbies offer supreme traction on dirt, mud and even snow. They are also a great choice for riders who prefer a more aggressive tread on loose surfaces. On pavement, our knobbies will surprise you with their low rolling resistance and excellent cornering grip. They’re the perfect tire for adventures where you don’t know what lies ahead.
The diameter of the tire (distance from the widest point between the sidewalls) was about 38.5 mm., and the height (inclusive of the knobs) is 710 mm. The maximum pressure specified (tubed) is 75 psi/5.2 bars/515 K.Pa. 38 mm. tires can be run at 40 psi, or less, depending on the weight of rider, bike and gear according to online tire calculators including Silca Velo and René Herse .
The knobs are arranged three rows of overlapping alternating knobs (wider models have 5 rows). The knobs overlapping the center line on the 38 mm. tire are 6.8 mm. x. 6.8 mm. Those knobs are engaged steadily, within the contact patch, when the bike is riding straight. The knobs in the outer rows on the shoulders are 7.7 mm. x 7.7 mm. The larger outer knobs closest to the center row line up with every second gap between the knobs on the center line. Some of the outer knobs seem to be in the contact patch and to bear some load in straight line riding. More of the outer knobs will be engaged when the bike is leaned to turn, or rocked.
René Herse has brought out other wider tires with the same knobs. In 2021-22 René Herse has been promoting the tread design by listing the riders who have used René Herse knobby tires in gravel races and endurance events.
These tires work with my fenders. On my first rides on these tires, I thought the tires lived up to claim that dual purpose knobby tiress were as fast as René Herse’s slick 38 mm. road tires. The hummed a bit. They ran smoothly on fresh asphalt pavement, worn pavement, and packed gravel. The knobby tread does not pick up water from a wet pavement. It does pick up bits of gravel and throw them into my fenders, as other tires do.
Pressure Calculators
Generally
Riders can use online calculators to assist in the determination of optimal pressure. These depend on data sets, and several parameters. The calculators are generally in the cloud – on a commercial site. Some require registration. Few remember a user or previous data. All want the user to state/enter weight, wheel diameter, tire width. Getting the weight of rider + bike + load can involve standing on a scale holding the bike, weighing some gear separately, and adding up the weights.
The calculators depend on the rider’s use of a gauge. A rider needs, of course, a pump. Many tire gauges appear to read the nearest bar and the nearest psi. My gauge can read the nearest psi but only reads the nearest .1 bars. Tire gauges, like hoses, have to connect to tire valves. Some air bleeds off. Gauges are vulnerable to wear and tear, and can deliver inconsistent readings.
Some calculators want the use to classify the riding surface. On any given ride, I may encounter a few hundred meters of new pavement, a lot of worn pavement, some chipseal and some gravel. This parameter cannot even be predicted some days. A rider will live with the pressure in the tires, unless the rider want to deflate or pump tires en route.
Silca Velo
The Silca Pro Tire Pressure Calculator is free – it does not charge a fee for registration or use. It no longer asks me to register or log in, but perhaps has tracked me and identified me. It requires 7 parameters – some are drop-down choices. It asks for weight of rider + bike + load, as other calculators do. It asks me to enter, from drop-down menus:
wheel diameter;
tire width to the nearest mm. – actual measured width, not manufacturer’s stated width (this is possible with a caliper);
“Tire type”;
average speed. The 6 options start at Recreational and include “Pro Tour”;
Weight distribution – a front/rear % split:
Time trial or triathlon 50/50;
Road 48/52;
Gravel 47/53;
Mountain bike 46.5/53.5;
Surface condition
Surface condition parameter has 10 choices (as of June 2022) from “Track (Indoor wood)” to “Category 4 Gravel”. There is a visual guide. The difference in optimal pressure between smooth pavement and chipseal can be about .4 bars (nearly 6 psi). I use worn pavement or Cat. 1 gravel (not “poor” pavement) as the closest estimatse of local conditions.
This calculator will state calculated optimal pressures to the nearest psi or .05 bar. (1 bar = 14.5 psi. At two decimal places, the bar number also give the pressure in K.Pa; 1 bar = 100 K.Pa). The optimal value for a recreational speed on poor pavement, bad gravel or a dirt trail, is almost a minimum pressure. It is worth checking pressure almost weekly and making time to pump tires up in case they have lost .2 or .3 bars.
René Herse
The René Herse Tire Pressure calculator does not calculatedifferent pressures for front and rear tires. It requires only two parameters: weight and tire width. It provides two optimal settings a “soft” setting and “hard setting”. It is based on Frank Berto’s tests and his theory that tire drop was the best signal or symptom of optimal pressure.
The soft setting is close to the Silca setting for Cat. 1 gravel. The hard setting is close to the Silca setting for tires of the same width, for worn pavement.
The title of Tim Spector’s 2015 book The Diet Myth refers to one “myth”. The book begans with an Introduction that discusses the author’s midlife health crisis when his blood pressure rose suddenly, and present an overview of his research into the modern diet. The Introduction identifies the problems of deciding “what is good or bad for us in our diets” and several misconceptions about food that impair discussion of food and diet, and sensible decisions by consumers. In his later book Spoon-Fed, he discusses many other misconceptions or myths about food science, appetite, differences between individual metabolism, diet and health.
The Diet Myth‘s first chapter introduces discusses some of the gut microbiota (part of the human microbiome) that process food consumed by humans by breaking it down, releasing nutrients that the human gut absorbs and metabolizes. In reviewing Dr. Spector’s, 2020 book Spoon-Fed, the English writer Bee Wilson said it contains an overview of many medical and scientific studies of genetics, microbiology, biochemistry and food:
The book’s main argument is that to find the best way of eating we need to ignore much of what we are told. … Spoon-Fed is a worthy successor to Spector’s earlier bestselling book, The Diet Myth, which focused on the powerful role that the microbes in our guts play in determining our health. This new book is broader, but he manages to distil a huge amount of research into a clear and practical summary that leaves you with knowledge that will actually help you decide what to add to your next grocery shop.
food science and popular writing has not absorbed the fact of the presence of an active microbiome in the human digestive tract,
the importance of a healthy and diverse gut microbiome,
the overuse of antibiotics and other medical errors that have harmed humans by affecting their microbiome,
medical and cultural practices that have contributed to the increasing incidence of food allergies. The book suggests that food science and popular writing has been inattentive to genetic variations of humans as affecting metabolism and interactions with food and microorganism.
The remaining 18 chapters discuss the topics addressed by the “Food Facts” labels used to disclose information about food: calories, fats, nutrients, and warnings, with reference to genetics and the microbiome.
The science of calories is based on the 1944-1945 Minnesota Starvation Experiment. Calorie-based thinking suggests that diets aimed at reducing weight or “curing” obesity should reduce the intake of calories. This has evolved into a proliferation of diet advice: avoiding all fats (or bad fats), avoiding carbohydrates. eating “paleo”, eating protein, eating “Mediterannean”, not eating cheese or nuts. The food industry dominated by corporate interests, is focussed on reducing foods into packaged commodities, processed to taste good, package well and sell. The food industry reduces food to “ingredients”. People try to make up for “missing” ingredients by taking supplements.
The book discussed the scientific “discovery” of “vitamins” with a brief reference to the illness known as beri-beri, caused by thiamine (vitaman B1) deficiency. One of the principal causes where the food supply is primarily “white” (milled or polished) rice is processing the rice:
Beriberi was known for millennia in Asia, but was not described by a European until the 17th century when Brontius in the Dutch East Indies reported the progressive sensorimotor polyneuropathy. The prevalence of beriberi increased greatly in Asia with a change in the milling process for rice in the late 19th century. In the 1880s, Takaki demonstrated the benefits of dietary modification in sailors, and later instituted dietary reforms in the Japanese Navy, which largely eradicated beriberi from the Japanese Navy by 1887. In 1889 Eijkman in Java serendipitously identified dietary factors as a major contributor to “chicken polyneuritis,” which he took to be an animal model for beriberi; the polyneuritis could be cured or prevented by feeding the chickens either unpolished rice or rice polishings. By 1901, Grijns, while continuing studies of beriberi in Java, suggested a dietary deficiency explanation for beriberi after systematically eliminating deficiencies of known dietary components and excluding a toxic effect.
….
By the 1950s synthetic forms of the vitamin were produced cheaply, allowing both therapeutic administration and prevention with food enrichment.
The use of polished rice was culturally and economically embedded – it was easier to cook and digest, and conserved the fuel needed to cook rice. This problem was not an exclusively pre-modern or Asian problem American and European scientists criticized the use of bleached white wheat flour to bake bread and other cereal products. The public policy response was to require that white flour be “enriched” with nutrients. The book also mentions studies demonstrating that agricultural products harvested in modern times contain less nutrients than the products harvested several decades earlier. The book does not refer to studies about the causes and consequences of this fact. One consequence is that vitamin products are marketed as necessary to supplement foods available to consumers in markets – and that supplements have become a huge industry
The idea of enrichming some processed food is embedded in public health policy, and supplements are embedded in culture. The book touches the issues with criticism of the scientific and industrial idea of “reducing” food to a mixture of ingredients, and with criticism of fad diets. Food science in the 19th century and the 20th century failed to addressed dangerous unknowns, and failed to warn against risky agricultural and food processing practices. Science is now not exploring the known unknowns, and public policy remains uninformed. This area can be developed further – although it was beyond the scope of Dr. Spector’s book.
The Diet Myth
suggests that food science, as discussed in the popular media, has been static,
suggests that individuals might eat more vegetables,
recommends diversity of diet and expressly and implcitly endorsies Michael Pollan’s advice to “Eat food. Not too much. Mostly plants” and much of what Michael Pollan wrote in his books In Defence of Food (2008) and The Omnivore’s Dilemma (2006), and
Pizza is a leavened flatbread, usually leavened with yeast. Like other bread, it is made with salt. A pizza made from scratch at a restaurant or at home can have more salt, processed cheese and processed meats than a person should eat.
Making pizza dough is similiar to making bread. A pizza crust can be made with flour, water, salt and yeast, and a little sugar or olive oil to enrich the dough. The dough will be a dough ball which will ferment (“rise”) and be flattened for baking. A dough ball to make a 10 inch thin crust pizza will be small, and have to be tenacious to stand up to rolling into a thin crust.
A pizza can be baked in a home oven, although no home ovens achieve the temperatures and conditions of the ovens used in restaurants.
Mark Bittman’s pizza dough recipe involves flour, water, salt, instant yeast and olive oil. His recipe uses 2 tsp. (11.4 grams) of salt, 1 cup of water (237 g.) & 3 cups of flour (408 g.) (B% hydration 58%). This recipe calls for 11.4 grams of salt in 650 g. of wet dough. The calculation of sodium per serving is not straightforward. 11.4 g of salt contains 4.56 g. of sodium (= 4,560 mg.) 650 g. of wet dough makes enough crust for 3 or 4 servings. Each serving would have 1,110 to 1,500 mg. of sodium. The RDA is 2,000 mg.
Mark Bittman recommends mixing and kneading in a food processor, which takes about half a minute, with some extra pulses. In a stand mixer, a yeasted dough can be mixed and kneaded in less than 10 minutes. He recommends letting it rise at room temperature, or more slowly in a refrigerator, before dividing, shaping a dough ball, wrapping and freezing. He suggests using a frozen ball within about a month.
Peter Reinhart has dough recipes in his pizza book, American Pie. His recipes use 1¾ cups of water (415 g.) & 5 cups of flour (680 g.) (B% hydration 61%) His recipes call for stand mixer or hand kneading – not in a food processor. He favours cold fermentation in a refrigerator. He says his doughs can be divided, shaped as dough balls, wrapped and frozen for up to 3 months.
Peter Reinhart, in American Pie, has a recipe to make 4 x 10 inch pre-baked crusts that can be kept frozen for 3 months. These are not thin crust pizzas.
Beth Hensperger has pizza dough recipes in The Bread Lover’s Bread Machine Cookbook for doughs for 2 x 12 inch thin crust pizzas, or 1 x 14 inch deep dish pizza. A pizza cannot be baked in a bread machine; bread machines mix and knead dough in a Dough program or cycle. Her basic recipe calls for US All purpose flour which is has less gluten than Bread flour (or Canadian All purpose flour) and makes a less tenacious dough. This is a recipe for a chewy regular or deep crust.
Recipe
Flour (Volume)
Flour (US oz.)
Flour g.
Water (Vol.)
Water g.
B%
Salt g.
Instant yeast g.
Basic
3.5 cups
16.625
471
1.33 cups
315
67%
8.6 (1.5 tsp.)
5.6 (2 tsp.)
A home cook can mix dough, divide it into balls and refrigerate or freeze dough balls for future use. A recipe that uses 3 cups of flour will make enough dough for a large pizza or 2 smaller pizzas, or 4 small or thin pizzas.
Some grocery stores sell pizza dough balls. These are warmed or thawed, shaped, topped and baked at home. The Holy Napoli brand distributed by a firm in Port Coquitlam is available in local stores, occasionally. The dough ball is 300 g., and contains 1.3 g. sodium, 72% of the RDA. Salt is crystallized sodium chloride, not pure sodium. A recipe for 300 g. of wet dough will, normally, require 3.3 g. salt (a little more than half a teaspoon of table salt). The other ingredients are flour, water and yeast. I am not sure how to compare frozen dough to wet dough at room temperature. 300 g. of wet dough is a little less than 200 g. (1.5 cups) of flour and a letter more than 100 g. (less than half a cup) of water. That seems to be a normal ratio of salt to flour, consistent with other dough recipes.
Any of the dough recipes above would have to be adjusted to reduce sodium. for users with hypertension or salt sensitivity, or concerned to limit consumption of sodium. A pre-mixed dough, or course, cannot be adjusted. A pizza made from scatch can be heathier than a frozen, pre-made pizza, or pizza made with pre-mixed dough.
Frozen pizza is a dressed pizza on a partially baked crust. It is kept frozen and is baked in an oven in about 15-20 minutes in a 400-425 degree (F) oven to finish the crust and heat the pizza to serving temperature. Frozen pizzas are easily heated and baked. They are not healthier than other pizzas. A short survey of some 10 inch (25 cm.) frozen pizzas in the freezer cases of local grocery stores follows. For some of these pizzas, the calories, sodium and other food facts label ingredients are stated for a 1/4 pizza serving. The numbers here are for the whole pizza. The processed frozen pizzas are not more salty than some pizza dough recipes, but that is not saying much. I include the % of USDA RDA (which is 2,300 mg.):
Brand
Line
Style
Crust
Topping
Specialty
Mass
Calories
Sodium
Dr. Oetker
Ristorante
Thin Crust
plain
Margherita
330 g.
840
1260 mg., 55% RDA
Dr. Oetker
Ristorante
Thin Crust
plain
Spinach
390 g.
910
1420 mg., 62% RDA
Dr. Oetker
Ristorante
Thin Crust
plain
Vegetable
385 g.
760
1560 mg., 64% RDA
Dr. Oetker
Good Baker Feel-Good
Multigrain Stonebaked
Spinach & Pumpkin Seeds
Vegan
350 g.
720 g.
1340 mg., 58% RDA
Much of the sodium found in the industrially processed frozen pizza is in the dough. On industrially processed frozen pizza, the processed cheese is abundant, and salty. They contain wheat flour unless the product is a gluten free fake pizza. There is soy bean oil, and there are mystery additives. These products are convenient, but not particularly tasty.
Zambri’s, a restaurant in Victoria sells a proprietary “Pantry” line of frozen restaurant dishes, including pizza. The pizzas are not labelled with retail nutrition/food facts labels. The pizza are larger, thicker and heavier than those above – about 580-600 g.
Some stores have Pillsbury pizza dough in a tube. The ingredient lists indicate that the dough has been mixed to bake to some thing like a frozen pizza. The oil is soy oil, and there are mystery additives.
The United States of America was founded as a republic. It does not recognize that members of a hereditary aristocracy have formal legal power to make laws or command other persons, or any personal legal rights and privileges. America has social classes, based on wealth and income. Sociologists recognize 6 classes:
Upper Class or the SuperRich;
Upper Middle Class – affluent or rich – highly-educated, most commonly salaried, professionals and middle management with large work autonomy;
Lower Middle Class – semi-professionals and craftsmen with a roughly average standard of living. Most have some college education and are white-collar;
Working Class – clerical and most blue-collar workers whose work is highly routinized. Standard of living varies depending on number of income earners, but is commonly just adequate;
Working Poor – service, low-rung clerical and some blue-collar workers. High economic insecurity and risk of poverty;
Underclass, lower class or the Poor – limited or no participation in the labor force. Reliant on government transfers.
Some sociologists and political scientists maintain that social and political power is held by individuals who are members of elites. American Populism, as an ideology, asserts the wishes and interests of “common” people against elites. Americans tend to deny that they are elite. Sociologists have not developed a common clear way of referring to elites, as opposed to classes.
Michael Lind is a centrist on the left-right spectrum of American political views. He was a conservative, but broke with American conservatism. He is a critic of the upper and upper middle class elites who administer neo-liberal economics in American business management. He is critical of the globalization of trade. He disagrees with American libertarianism. He has supported the idea of liberal nationalism.
He has published his ideas in his 2020 book The New Class War, and in articles America’s Asymmetric Civil War, published January 5, 2022, and The End of Citizenship, published in March 22, 2022 on the website of the magazine Tablet. One of the central ideas of The New Class War is that labour relations are permanently segmented between elite upper middle class managers and professionals, and lower paid lower middle class and working class workers. Lind relies on split labor market theory. Financially elite upper class and upper middle class shareholders play the elite workers in the middle class(es) off against the working class and the working poor on immigration, trade, social policy, and other issues, and win most political fights in the US system. Lind is critical of the broad acceptance of the neo-liberal economics of the American upper class and upper middle class by the media and by most politicians in American politics, and the obliteration of movements for financial equality by identity politics.
The New Class War was written before Donald Trump and his supporters tried to resist the result of the 2020 election. The Asymmetric Civil War article was written for the anniversary of the riots in Washington DC in January 2021. It repeats and updates the book on some points:
The Democratic coalition is an hourglass, top-heavy and bottom-heavy with a narrow middle. In addition to hoovering up the votes of college-educated Americans, the Democrats are the party of the Big Rich—tech billionaires and CEOs, investment banking houses, and the managerial class that spans large corporate enterprises and aligned prestige federal agencies like the Justice Department and the national security agencies. …
The social base of the Democrats is neither a few liberal billionaires nor the more numerous cohorts of high-school educated minority voters; it is the disproportionately white college-educated professionals and managers. These affluent but not rich overclass households dominate the Democratic Party and largely determine its messaging, not by virtue of campaign contributions or voting numbers, but because they very nearly monopolize the staffing of the institutions that support the party—K-12 schools and universities, city and state and federal bureaucracies, public sector unions, foundations, foundation-funded nonprofit organizations, and the mass media. By osmosis, professional and managerial values and material interests and fads and fashions permeate the Democratic Party and shape its agenda.
While the liberal Big Rich cluster in silver apartments and offices in trophy skyscrapers in the inner core of blue cities, the elites of the outer suburbs and exurbs tend to be made up of the Lesser Rich—millionaire car dealership owners, real estate agents, oil and gas drilling equipment company owners, and hair salon chain owners. This group of proprietors … forms the social base of the Republican Party despite efforts ,… to rebrand the GOP as a working-class party.
….
If hourglass Democrats are dominated by urban managers and professionals linked to the national and global economies, and the diamond Republicans by moderately rich local business elites, then who speaks for the two-thirds of Americans who are working class, who lack college diplomas and must work for wages? The answer is: nobody. At 6% and falling, private sector trade union membership in the United States is lower than it was under Herbert Hoover.
The only time that the working-class majority had any real influence in American politics, as well as in their workplaces, was between the 1940s and the 1980s, when private sector unions were a force that both parties had to reckon with. Private sector unions have been annihilated in the last half-century in the United States because hatred of organized labor is one of only two areas of agreement between socially liberal Democratic Silicon Valley tech entrepreneurs, CEOs who donate millions to Black Lives Matter, and small-town Republican sweatshop owners and overseers who think Social Security and Medicare constitute “socialism.” The other thing that the Democratic Big Rich and the Republican Lesser Rich agree on is the need for more indentured servant “guest workers” from other countries who are bound to the employers that sponsor them, and who are thus more easily manipulated and intimidated than either free American citizen-workers or immigrants with green cards who can quit bad employers.
Lind’s analysis of the differences between woke capital, old Capital, the woke managerial-professional class, the lesser Rich (the lower upper class and the wealthy upper middle class), and the working class does not account for large parts of the middle classes (the American petite bourgeoisie). Others agree that the disputes between American elites are significant but classify the disputes differently. Joel Kotkin, (author of The New Class Conflict 2014 and The Coming of Neo-Feudalism 2022) writing for the British online magazine unHerd in “Do We Need a capitalist civil war“:
… the French economist Thomas Piketty aptly divides our capitalist class into what he calls “the Brahmin Left” and the “merchant Right”. One side, as its caste association assumes, tends to see itself as more spiritually enlightened, as priests of the progressive secular religion. The merchant side, however, is more concerned with market competition (particularly from China), the cost of goods, and the impact of regulatory policies on their core businesses.
Today, the Brahmin Left has its base in large corporations and investors, and has allied itself with the academic and media establishments, financing non-profits and generally supporting increasingly intrusive government. By contrast, the merchant Right draws its natural support from the traditional middle class — skilled workers, high-street businesspeople, and small property owners — who also have become the bulwark of the Trumpian Republican Party.
….
[The] corporate shift to the Left, particularly since the Black Lives Matter protests, has created a backlash within the capitalist class, with many concerned at what they see is the creation of a highly regulated, less competitive and openly politicised economy. Add to this Biden’s own embrace of progressive ideology and it’s hardly surprising that many traditional capitalists now fear for their future.
….
And at first, this corporate class seemed to support the Biden administration’s priorities on immigration, racial “equity”, gender, and climate change. But the government’s incompetent Afghanistan withdrawal, the intensifying border crisis and its own economic programme weakened this capitalist ardour. Most critical has been Biden’s stunning failure to address the roots of rising inflation. While costs of living soared, his supporters claimed everything was either temporary or Vladimir Putin’s fault. But it is clear inflation was rising rapidly before the Ukrainian invasion, and is now considerably higher than key competitors, such as Japan, Germany, France, Canada and China.
….
Amid a contentious climate, who will win this new capitalist civil war? Hopefully neither side, at least not too decisively. As unromantic as it may seem, the middle and working classes rely on political competition between the elites to survive, as it forces them to make concessions … the enemy of mass progress is in the uniformity of elites: when autocracy thrives, and when a small group of people — be they feudal lords, oligarchs or party cadres — control the political field, it is the middle and working classes who suffer.
What Lind wrote about American Democrats applies to the self-styled progressive Canadian political parties, the Liberals, the New Democrats and the Greens. What Lind wrote about American Republicans apples to the Canadian Conservative party – a neoliberal party that wants to lower wages.
The net result is that above a certain pressure (what I like to call the “breakpoint pressure”) higher inflation pressures make a rider slower for a given power input to the pedals. Adjacent is a simplified schematic representation of this effect. Very little data is commonly available that shows this effect. Mainly out of curiosity about whether or not this effect was measurable, and to what the magnitude of the effect was, this author undertook an experiment “on the road” armed with a PowerTap power meter and a method for determining the Crr (coefficient of rolling resistance – actually, in this case the “resistance to forward motion” proportional to velocity) illustrated here.
