How to lubricate a bicycle chain

How to lubricate a bicycle chain

Updated: 16/11/2018.

This post will explain basic things about bicycle chain maintenance. First there will be a few words about chain function, as well as chain and chainring wear, then chain cleaning techniques, followed by chain lubrication methods. Finally it will give some rough recommendations of chain lubricants. For detailed explanation of various chain lubricant types and their characteristics, read this (rather long) post: Bicycle chain lubricants – explained. For a short recommendation, see: The best bicycle chain lubricant.

Contents:
1. Bicycle chain role (function)
2. Bicycle chain wear (“stretch”) and sprocket/chainring wear
3. When to replace a chain?
4. Cleaning a bicycle chain
…4.1. Jar with paint thinner
…4.2. Special chain cleaning gadgets
…4.3. Rag (and a brush)
…4.4. Ultrasonic jewelry cleaner
…4.5. Cleaning other drivetrain components
5. How to lubricate a bicycle chain
6. Which chain lubricant is the best

 

1. Bicycle chain role (function)

 Bicycle chain is used to transfer pedaling force to the rear wheel. It does so through at least two chainrings (front and rear), and sometimes derailleur. In order to work efficiently, it needs to match chainring teeth, as well as to bend smoothly. It is usually open, exposed to grit, moisture and pedaling forces. Because of all that, even when well maintained and lubed, chain wears gradually.

 

2. Bicycle chain wear (“stretch”) and sprocket/chainring wear

When a bicycle chain gets worn, visually it gives impression of being stretched, elongated. The elongation happens not because the chain steel is stretched, but because chain pins get thinner, worn. Detailed (and longer) explanation of the phenomena is in this post: Bicycle chain wear (elongation).

Streaching wearing bicycle chain
Chain elongation. The effect noticed is “stretch”, chain being longer, but it results not from material stretch, but from wearing of bushings and pins.
Worn chain pin
Worn chain pin

After chain elongation reaches a certain point, the chain starts climbing on the chainring (sprocket) teeth. The final stadium of this process is that only one or two teeth at a time carry the load, which accelerates chainring wear (as well as further chain wear).

Stretched worn bicycle chain
Worn (elongated) bicycle chain rides higher on chainring (sprocket) teeth.

Because of this, if worn chain is not replaced in time, it will result in chain slipping off chainring teeth when under load (felt as pedals falling freely for short time when pedalling with force, or rear wheel slipping), perhaps even breaking, as well as probable full drivetrain replacement (both rear and front chainrings will quickly become worn when used with an elongated chain).

Rear sprocket wear is not (easily) visible (only with special measuring tools), but if a new chain “skips” over (some) sprocket(s), it is a sure sign of worn sprockets.

Worn front chainrings, on the other hand, are easily recognized. Teeth of worn chainrings look like saw teeth (or top shark fin), instead of being symmetric.

Worn chainrings
UP: new chainring, DOWN: worn chainring with worn teeth.

While worn rear sprockets tend to skip, worn front chainrings don’t, they in fact hold the chain a little too well – not releasing it at the bottom part of the chainring, pulling it up a bit. Effect known as “chain suck”.

 

3. When to replace a chain?

Once the chain elongation reaches 0.5% of the nominal length, it is time to replace the chain. There are special chain wear measuring tools, but a simple ruler will also suffice. When measuring for wear, chain should be pulled tight and straight. Whether on the bicycle, or taken off.

Replacing the chain in time, allows rear sprockets to last from 2 to 4 chain replacements, without getting worn themselves. Front chainrings, even (lighter, but softer) aluminium ones, can last from 20 to 40 or more chain replacements.

For detailed explanation of chain wear and it’s measuring methods, as well as the consequences of irregular replacement, look at this post: When to replace the chain on a bicycle.

 

4. Cleaning a bicycle chain

Because bicycle doesn’t take very high loads, chain wear is mostly affected by two factors: lubrication and cleanliness. Outer appearance is not important, critical part is where rollers roll over the pins. It can even be said: chain life = cleanliness + lubrication. Both are equally important.

Bicycle chain parts 1: chain link 2: inner plate 3: roller 4: pin 5: outer plate Picture 2
Bicycle chain parts
1: chain link
2: inner plate
3: roller
4: pin
5: outer plate

When dirt enters the space between the rollers and pins, it starts wearing the chain. Sanding (polishing) pastes are practically made by mixing sand and oil. That is why it is important that chain is as clean as possible (practical) before lubricating it. Following chapters will explain some common chain cleaning methods.

4.1. Jar with paint thinner

Chain is best cleaned by taking it off the bicycle, putting in a jar with some degreaser – oil paint thinner (i.e. odourless mineral spirits) is a great choice – closing the lid and then shaking it. Dirty liquid can be poured in another jar, later poured over a filter coffee filter, and used again – save the environment! 🙂

Then new degreaser is poured and the process is repeated, until the degreaser stops being dirty after vigorously shaking the chain in it. This means that (most of) the dirt between the rollers and pins was removed. If a chain appears clean on the outside, but after shaking the degreaser keeps getting dirty, it means there’s still dirt stuck between the rollers and pins – where it damages the chain.

For this cleaning method, it is best to use a so called quick connect link. Some chains come with this link (for example SRAM and KMC made chains usually do). For others a quick link can be separately bought – as long as it matches the number of speeds the chain is for. I.e. 8 speed link is needed for an 8 speed chain, 9 speed for a 9 speed chain and so on.

Bicycle chain quick connect link. Pins of the link slide into the marked groove, locking it in place
Bicycle chain quick connect link.
Pins of the link slide into the marked grooves, locking it in place

Chains for more than 8 speeds don’t have quick connecting links that can safely be re-used for numerous connecting and disconnecting of the chain! Chains for 9, 10, 11 and 12 speeds are more expensive, and need a new quick connecting link, or a new assembly pin when connecting them back after disassembling them. Chains for more than 8 speeds have thinner plates, so pins have smaller, weaker, groove to catch onto. That is why manufacturers don’t recommend re-using such quick links. They can hold after re-use, but can also disengage without a warning!

4.2. Special chain cleaning gadgets

They try to simulate method 4.1, only without the chain removal.

Chain cleaning gadget
The containter is filled with some degreaser, small wheels with brushes are turned as the chain passes through the container. Simple, quick, but not too effective.

They usually spray a lot of dirt, dirt drips from the chain, but are less effective than the “jar” method.

4.3. Rag (and a brush)

Quick method for cleaning chain on the outside is using a rag with some degreaser. This method won’t clean between the rollers and pins. In fact, it can drive the dirt deeper into the chain, although it will appear clean on the outside.

Quick and easy way to clean a chain
Fastest, simplest, cleaning method. Not the most effective though. Slowly (back)pedalling while holding a rag on a chain.

Advantage of this method is that it’s the fastest, with the least amount of dirt spread around, so those who favour time saving to chain life can use it.

Those who want to make it more messy, with questionably better effect, can use an old tooth brush with some degreaser as well and rub the chain.

4.4. Ultrasonic jewelry cleaner

The opposite of the “rag” method. The name says it all.

4.5. Cleaning other drivetrain components

Clean chain will quickly get dirty if put over a dirty chainring, with lots of sand stuck to it. That is why, when cleaning a chain, it is also important to clean the rest of the drivetrain as well.

All the cleaning methods shown above do not exclude one another, they can complement each other. Depending on one’s preferences and priorities.

 

5. How to lubricate a bicycle chain

Proper way to lubricate a bicycle chain is this: one drop of lubricant on each roller, on the inside. It is important for the lubricant to flow between the rollers and pins.

Bicycle chain lubricant
Lubricating a bicycle chain

Afterwards spin pedals for about a minute, in order for the lubricant to spread evenly, between rollers and pins. Then use a cloth to wipe all the excess oil from the chain (method explained in chapter 4.3.). The outside of the chain should be (almost completely) dry – with lubricant only left between the rollers and pins.

Properly lubing a bicycle chain.
Lubing a bicycle chain. One drop of oil onto each link.

There are also special dry lubricants. Usually paraffin wax based. They require a completely clean and dry chain before applying. Advantage is they are dry, so the chain doesn’t get dirty, sticky as with wet lubricants. Disadvantage is they are less resistant to rain washout.

Some even like to remove their chain, dip it in molted paraffin wax, or grease, then let it drip, wipe excess off and reinstall. This requires a bit more time and effort.

 

6. Which chain lubricant is the best?

This question will, a bit rudely, be answered with another question: which bicycle is the best? A mountain bike will “shine” in the mud, but on a paved road it will be blown away by a road bike – and vice-versa.

It all depends on one’s riding conditions, chain cleaning methods and preferences. Generally, lubes that resist rain washout well, usually attract a lot of sand and dust – and vice-versa. If using a “wet” (oil based) lubricant – the “thicker” it is, the more it will resist water washout, but attract more dirt.

Author of this text usually uses either motor oil, or chain saw bar oil, diluted in diesel fuel to achieve required “thickness” – for autumn pouring rain, I prefer thicker oil. For deep freezing temperatures, fully synthetic “winter” petrol engine oil is a decent choice.

Sewing machine oil is also a decent choice. There are numerous lubricants sold as special, bicycle chain lubrication specific. Usually (a lot) more expensive. Some even work very well.

Comparison of various chain lubricants is given in the post: Comparative overview of bicycle chain lubicants:

Comparative overview of bicycle chain lubricants
Comparative overview of bicycle chain lubricants

 

BikeGremlin TIP
BikeGremlin TIP

New chain comes greased from the factory. Couldn’t find the formula for the factory grease, but it is very long lasting and doesn’t attract much dirt. That’s why it is not wise to clean/lube a new chain. It should be just mounted and ridden until it starts to need cleaning/lubing – which is quite long with factory grease.

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