4 - water base mud system_ptm_handout

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5/21/2010 1 SCOMI OILTOOLS Global Research & Technology Centre/ GRTC Training Department WATER WATER-BASED BASED MUD MUD SYSTEM SYSTEM WATER WATER-BASED BASED MUD MUD SYSTEM SYSTEM SCOMI OILTOOLS What is mud LIQUID MUD SOLIDS WATER OIL SALT CHEMICALS BARITE BENTONITE/GEL DRILL SOLIDS WATER-BASE MUD OIL-BASE MUD

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Water Base Mud System

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Page 1: 4 - Water Base Mud System_PTM_Handout

5/21/2010

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SCOMI OILTOOLS

Global Research & Technology Centre/ GRTC

Training Department

WATERWATER--BASED BASED MUD MUD SYSTEMSYSTEMWATERWATER--BASED BASED MUD MUD SYSTEMSYSTEM

SCOMI OILTOOLS

What is mud

LIQUID MUDSOLIDS

WATER

OIL

SALT

CHEMICALS

BARITE

BENTONITE/GEL

DRILL SOLIDS

WATER-BASE MUD

OIL-BASE MUD

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What is mud

LIQUID MUDSOLIDS

WATER

OIL

SALT

CHEMICALS

BARITE

BENTONITE/GEL

DRILL SOLIDS

WATER-BASE MUD

OIL-BASE MUD

PRODUCTS PRODUCTS MUD SYSTEM

WATER

OIL

SALT

CHEMICALS

BARITE

BENTONITE/GEL WATER-BASE MUD

OIL-BASE MUD

SCOMI OILTOOLS

Up to 80% of the rocks we drill are shales, ie clay-rich rocks

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Shale Inhibition

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Inhibition is the process of minimising the inherentpotential for clays, shales & mudstones to hydrateand/or collapse and disperse

Definition

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What is an Inhibitive Drilling Fluid?

● An inhibitive mud system is one that tends to retard oreven prevent (inhibit) appreciable hydration (swelling) ordispersion of formation clays and shales by chemical orphysical means

● Inhibition also applies to salt and gypsum formationswhich may re-dissolve.

SCOMI OILTOOLS

What Are We Inhibiting ?

● Up to 80% of the worlds sedimentary rocks that wedrill are Shales - most require some degree ofinhibition to prevent:

• Hydration

• Dispersion

• Wellbore stability problems

● The hydration of clay and shale particles in thereservoir rock.

• These can block the pore space, and in the worstcase can completely block a producing reservoir.

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Insufficient Inhibition

• Clay swelling• Increases torque and drag• Increased tripping time• Mud rings - Gumbo attacks• Stuck pipe or casing

• Clay disintegration• Washouts - poor hole cleaning• Increased viscosity• Poor solids removal efficiency• Increased mud costs

Clay disintegration typically follows clay swelling

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Hydration Followed by dispersion

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Mechanism for shale inhibition

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Mechanisms of Inhibition

1. Cation Exchange

2. Encapsulating polymers

3. Glycol/Polyol Chemistry

4. Silicate Precipitation

5. Reducing the fluid loss

6. Reducing the pH

7. Increasing the Chloride content

8. Oil wetting the surface rocks

WBM

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The smaller potassium ion base exchanges with thelarger sodium and calcium ion. As a consequence of itssmaller dimensions the potassium ions forms a moreeffective bridge between the clay sheets, ie the claysheets take on their least expanded form and thereforetheir lowest potential for hydration.

1 – Cation Exchange (KCL)

SCOMI OILTOOLS

K+

K+

Potassium ion to

stabilize the clay

formation wellbore

1 – Cation Exchange (KCL)

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• The more reactive the shale the greater will be the depletion of the KCL concentration in the mud. KCL concentration must be maintained at optimum levels at ALL times.

• % KCL concentration must be based on the inherent reactivity of the shale. This must be determined by DCM and / or CEC analysis of cuttings at 5 to 10 meter intervals in order to identify the most reactive shale.

• Formulate mud with KCL +/- 2% higher than the required level of KCL inhibition as a buffer to ensure that KCL levels keep up with the rate of depletion.

• Increase KCL levels prior to trips, logging and running casing to allow for continuing depletion.

1 – Cation Exchange (KCL)

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• Anionic i.e. negatively charged (-) high molecular weight PHPA polymers adsorb onto the positively charged sites on the broken edges of the clay platelet.

• This results in the formation of a jelly like protective coating which plugs and seals shale pores and fissures and so retards the movement of water into the shale.

• The protective coating of PHPA plays a significant role in strengthening the surface of the shale so that is better withstands the effects of mechanical abrasion / attrition leading to dispersion.

PHPA encapsulating polymer chemistry

2 – Coating Mechanism with Encapsulating Polymer

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• PHPA provides a very viscous filtrate which serves to reduce water ingress into the shale pores.

• PHPA polymers slow down the dispersion rate of highly dispersive shales such as Kaolinite i.e. sufficient to allow cuttings to be transported to surface before significant dispersion takes place. PHPA solution

PHPA encapsulating polymer chemistry

2 – Coating Mechanism with Encapsulating Polymer

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Encapsulating polymers, eg PHPA

• Optimum PHPA concentrations must be maintained at all times. This can lead to high mud viscosities which can become operationally problematic especially at higher mud weights.

• Lower molecular weight encapsulating polymers offer a compromise. Higher concentrations are required which must at all times be maintained at optimum levels.

2 – Coating Mechanism with Encapsulating Polymer

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K+

K+

Potassium ion to

stabilize the clay

PHPA encapsulates

drill cutting to protect

it from mud filtrate

invasion

formation wellbore

2 – Coating Mechanism with Encapsulating Polymer

SCOMI OILTOOLS

The inhibition mechanism of glycols is not fullyunderstood and there are several theories:

• Soluble glycols i.e. non-clouding glycols increase theviscosity of the filtrate which in turn slows down waterpenetration into the shales.

• Glycols are generally mildly anionic and will thereforeattach to positive sites on the clay surface therebyretarding hydration.

3 – Coating Mechanism with Glycol

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• At bottom hole temperature a correctly formulatedthermally activated glycol/KCL combination will causethe glycol to “cloud out” i.e. come out of solution andplug pore spaces/fissures in the clay, therebyminimising further ingress of water.

• The “clouded out” glycol goes back into solution as thetemperature of the mud drops near surface.

Thermally activated glycols

3 – Coating Mechanism with Glycol

SCOMI OILTOOLS

Thermally activated glycols

Mud pits and solids control:Glycol in solution

Downhole Glycol forms droplets or micelles

which coat out on well bore and cuttings

Temperature reduction lowers the Glycol back below its cloud point

Unclouded glycol

Clouded glycol

3 – Coating Mechanism with Glycol

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A gel/precipitate barrier is thought to be formed by a dualaction as follows:

• Filtrate containing silicate oligomers small enough toenter the shale pore throats / microfissures comes intocontact with shale pore fluid. The near neutral pH of theshale pore fluid will cause a fall in the pH of the filtratecontaining silicate. This in turn allows the growth anddevelopment of silica hydrogels that block the shalepore throats.

• Divalent ions, such as calcium, associated with shalepore fluid will react instantaneously with silicateoligomers to form insoluble precipitates.

4 – Sealing the micro fissures/fractures with Silicates

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4 – Sealing the micro fissures/fractures with Silicates

NonNon-inhibitive Fluidinhibitive Fluid

HYDROHYDRO--FOIL S8 FluidFOIL S8 Fluid

Fracture propagation

FLUIDINGRESS

MMpp FFpp

FLUIDINGRESS

MMpp FFpp

MMp > p > FFpp

FFpp

MMp = p = FFpp = = Mechanical FailureMechanical Failure

MMp > p > FFpp MMp > p > FFpp = = Mechanical StabilityMechanical Stability

Silicate gel/precipitate

MMpp

MMpp

FFpp

NonNon-inhibitive Fluidinhibitive Fluid

HYDROHYDRO--FOIL S8 FluidFOIL S8 Fluid

Fracture propagation

FLUIDINGRESS

MMpp FLUIDINGRESS

MMpp FFpp

FLUIDINGRESS

MMpp FLUIDINGRESS

MMpp FFpp

MMp > p > FFpp

FFpp

MMp = p = FFpp = = Mechanical FailureMechanical Failure

MMp > p > FFpp MMp > p > FFpp = = Mechanical StabilityMechanical Stability

Silicate gel/precipitateSilicate gel/precipitate

MMpp

MMpp

FFpp

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4 – Sealing the micro fissures/fractures with Silicates

~ GELLED/PRECIPITATED SILICATES

SHALE PORECa

Ca

Ca

Ca

Ca

Ca

H2O

H2O May Penetrate But Ions Are Excluded

SCOMI OILTOOLS

Mechanisms of Shale Inhibition

Long chain high molecular weight polymer vs. short chain low molecular weight polymer?

Low molecular weight polymer High molecular weight polymer (PHPA)

Low viscosity impact on mud properties High viscosity impact on mud properties

Absorption of low molecular weight polymer creates an overall negative charge resulting in deflocculation

High molecular weight polymers act as a bridge between particles to form larger aggregates

Deflocculated Aggregated

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• Various mixtures and formulations of filming agents, egamines, are generally mixed with a base oil or ester “carrier fluid” containing de-emusifying agents. These formulations are generally marketed as ROP enhancing agents.

• These additives, whilst providing exceptional to minimal ROP enhancement depending upon a range of factors, have also proved useful for minimising bit balling and accretion by creating an “oil wet” barrier on the surfaces of the pipe and drill bit. This in turn prevents the hydrogen bonding of the shale cuttings onto the steel surfaces.

Bit balling and accretion - WBM

Mechanisms of Shale Inhibition

SCOMI OILTOOLS

Micro fractured shales - WBM & SBM

• Appropriately sized bridging agents, e.g. calcium carbonate and cellulose, will minimise filtrate invasion and therefore reduce the potential for hydration and dispersion.

• The deformable properties of products such as lignite, gilsonite and blown asphalt have proved to be extremely efficient at sealing micro fractures thereby minimising filtrate invasion and delaying the otherwise earlier onset of hole stability problems in micro fractured shales.

Mechanisms of Shale Inhibition

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• Very low salinity levels promote dispersion.

• Very high salinity levels promote dispersion.

• Moderately high salinity results in less propensity to disperse.

Lower salinity

High dispersion rate

Moderate salinity

Moderate dispersion rate

Higher salinity

High dispersion rate

< 10% KCL > 12%

Impact of salinity on Kaolinite dispersion rates

SCOMI OILTOOLS

K+

K+

Water-Base Mud Inhibition

Potassium ion to

stabilize the clay

PHPA encapsulates

drill cutting to protect

it from mud filtrate

invasion

Glycol cloud-out

create a thin film

to protect forma

tion from mud

filtrate invasion

formation wellbore

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Inhibition Monitoring

The only “hands on” and immediate way to successfully monitor shale inhibition in the field is to examine the condition of the cuttings coming off the shale shaker screens.

• Cuttings should be firm / discrete & travel smoothly across the shale shaker screens.

• Soft, sticky cuttings indicate that immediate action should be taken to increase the inhibition level(s).

• Very fine mushy cuttings indicate shale dispersion and the need to increase the concentration of encapsulating polymer(s).

Appropriate WBM inhibition / encapsulation levels can be established by closely monitoring the drill cuttings at the shale shakers.

SCOMI OILTOOLS

WATER-BASE MUD SYSTEMS

● Many types of water-base systems.

● Basic systems are usually converted to complexsystems as a well is deepened, as wellboretemperatures and/or pressures increase andformations dictate.

● More than one system is typically used whendrilling the same well.

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WATER-BASE MUD SYSTEMS

● Many types of water-base systems.

● Basic systems are usually converted to complexsystems as a well is deepened, as wellboretemperatures and/or pressures increase andformations dictate.

● More than one system is typically used whendrilling the same well.

SCOMI OILTOOLS

Classification of Water-Base Mud

WATER BASE WATER BASE MUDMUD

LOW SOLIDS,LOW SOLIDS,NONNON--

DISPERSEDDISPERSED

HIGH SOLIDS,HIGH SOLIDS,DISPERSEDDISPERSED

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High Solids Dispersed Mud Systems

• Spud Mud

• Seawater Muds

• Lignite/Lignosulfonate

• Gyp-Lignosulfonate

• Lime Muds

SCOMI OILTOOLS

Low Solids Non Dispersed Mud Systems

• Polymer Base

• Potassium Base

• KCl/Polymer

• KCl/PHPA

• KCl/Polymer/Glycol

• Silicate mud

• Formate Base Mud

• MMO/MMH mud

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Low Solids Non Dispersed Mud Systems

Advantages

• Greater degrees of inhibition than a dispersed mud

• Flexibility• Logistics• Less Damaging to

formation• Increased ROP• Optimum rheological

characteristics• Resistant to contaminating

ions

Disadvantages• Temperature limitations

of polymers • Some polymers are

attacked by bacteria • Polymers are more

expensive per sack • Requires care in mixing

procedures

SCOMI OILTOOLS

Make-Up Water

●Type of water

●Chloride concentration

●Hardness (Calcium / Magnesium) concentration

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Shale analysis & testing

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Mineralogy by XR Diffraction/XRD

● XRD is used to classify & quantify the different clay minerals present in a shale sample.

● XRD analysis of cuttings from example well

Quartz K

FeldsparPlagioclase Kaolinite Illite

Illite/Smectite

Total

21.7% 5.4% 5.3% 23.3% 20.8% 21.6% 98.1%

Quantitative analysis (weight %) of bulk sample

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Mineralogy by XR Diffraction/XRD

0%

10%

20%

30%

40%

50%

60%

Illite /smectite

Illite Kaolinite Chlorite

Less than 2 micronclay size fraction

SCOMI OILTOOLS

Shale cation identification – (CEC)

● Determination of total cation exchange capacity

● Determines the capacity of a clay to absorb cations from a solution

● Measures the potential reactivity of a shale using the methylene blue index

● Cuttings are carefully prepared and gradually “saturated” in a methylene blue solution to a titration end point

● Result gives the shale reactivity potential in milliequivalents/100g

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Shale cation identification – MBI (CEC)

Typical MBI values for the principal sample clay types

Smectites Illites Kaolinite

80 - 150 meq/100g

1 – 10meq/100g

10 – 40meq/100g

Increasinglyreactive

Reactivity = the potential for a clay type to hydra te

SCOMI OILTOOLS

Shale cation identification – MBI (CEC)

Types of Formation Range of M.B.I. Values

Sandstones, marlsLittle to zero sensitivity to water

Low kaolin-illite shalesLittle sensitivity to water

High illite or low levels of smectiteModerate sensitivity

High smectiteHigh sensitivity to water

0 - 5

5 - 10

10 - 15

15 - 25

Sensitivity to water clearly indicates potential fo r hydration

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Capillary suction time (CST) – reactivity quantification

● indicates a shale’s dispersion potential

● CST method employs the capillary suction pressure of aporous filter paper to effect a filtration

● The rate at which filtrate spreads away from the sampleis controlled predominantly by the filtrate rate of thesample

SCOMI OILTOOLS

Capillary suction time (CST) – reactivity quantification

CST Filtration Unit.

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Capillary suction time (CST) – reactivity quantification

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Capillary suction time (CST) – reactivity quantification

Dispersion/deflocculationof clays decreases

viscosity and decreasesthe filtration rate –CST is increased

Aggregated but deflocculated clays

decreases viscosity and increases filtration rate –

CST is decreased

Flocculation of clays increases viscosity and

increases filtration rate –CST is decreased

Aggregated and flocculated clays increases viscosity

and increases filtration rate – CST is decreased

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Swellmeter

● Is a method of examining the interaction between waterbase fluids and mineral sample containing reactive claysunder simulated conditions while fluid is in motion.

● The observed swelling characteristic are utilised toanticipate and/or correct the oftentimes unpredictableproblems that are frequently encountered while drillingshale formations.

SCOMI OILTOOLS

Swellmeter

● It is a very useful tool when designing drilling fluids orwhen testing the behavior of existing muds because itshows the changes in the clay/fluid interaction for shortperiods of times (0-5 minutes) as well as longer periods(>350 minutes).

● Bit balling, pipe drag, hole sloughing and other “gumbo”related shale problems may be predicted in advance,enabling the operator to select the proper drilling fluidand therefore achieve a stable wellbore environment.

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Swellmeter

SCOMI OILTOOLS

Swellmeter

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Swellmeter

SCOMI OILTOOLS

SCOMIWater Base Mud System

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Low Solid Polymer Mud Systems

● HYDRO-FOILClassic KCL/PHPA

● HYDRO-FOIL GEN 1KCL/PHPA/Glycol

● HYDRO-FOIL S8Silicate mud system

SCOMI OILTOOLS

Low Solid Polymer Mud Systems

● HyPR-FOIL S8High Performance silicate system – Sodium

chloride free drilling fluid for sensitive environments.

● HyPR-DRILLHigh Performance WBM (HPWBM), which

provides wellbore stability, enhancedinhibition and rapid penetration rates.

● HyPR-TARInhibitive anti accretion drilling fluid for tar sand

drilling

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Specialised Water Base Mud Systems

● RHEO-PLEXMixed Metal Oxide/MMO system

● HYDRO-THERMHigh temperature condition up to 400 oF

● OPTA-FLOCustom designed Reservoir Drill – In Fluids

SCOMI OILTOOLS

Contamination

Definition:

● Any external addition of unwanted material orsubstances to the drilling fluid while drilling as a result ofchemical reaction and/or changes of concentration.

Depends on:

● Type of mud system

● Chemistry of the mud

● Amount of solids

● Type of solids

● Concentration of the contaminant

● Temperature

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Cement Contamination

Treatment :

● Pretreat mud with sodium bicarbonate

Ca(OH)2 + NaHCO3 --> CaCO3 + H2O + NaOH

● Or pretreat mud with S.A.P.P

Na2H2P2O7 + 3Ca(OH)2 --> Ca3(PO4)2 + 2NaOH + 3H2O

● Citric acid or any acidic product can be used to reduce pH

Contamination - Solid

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Calcium Contamination:

Treatment :

Treat with sodium carbonate (soda ash)

Ca++ + Na2CO3 --> CaCO3 + 2Na+

Or break over to a gypsum mud

Contamination - Solid

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Carbonates, Bicarbonates Contamination

● Sources:

• Carbonate formations

• Overtreatment

• Carbon Dioxide

• Thermal degradation of organics

• Contaminated barite

• Make up water

● Treatment:

• Lime

• Gypsum

Contamination - Solid

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Contamination

Chemical Treatment in U.S Units

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Contamination

Chemical Treatment in Metric Units

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Contamination