Synthesis of a novel cationic hydrophobic shale inhibitor with preferable wellbore stability

Acylated Inulin as a Potential Shale Hydration Inhibitor in Water Based Drilling Fluids for Wellbore Stabilization

Shale hydration dispersion and swelling are primary causes of wellbore instability in oil and gas reservoir exploration. In this study, inulin, a fructo-oligosaccharide extracted from Jerusalem artichoke roots, was modified by acylation with three acyl chlorides, and the products (C10-, C12-, and C14-inulin) were investigated for their use as novel shale hydration inhibitors. The inhibition properties were evaluated through the shale cuttings hot-rolling dispersion test, the sodium-based bentonite hydration test, and capillary suction. The three acylated inulins exhibited superb hydration-inhibiting performance at low concentrations, compared to the commonly used inhibitors of KCl and poly (ester amine). An inhibition mechanism was proposed based on surface tension measurements, contact angle measurements, Fourier-transform infrared analysis, and scanning electron microscopy. The acylated inulin reduced the water surface tension significantly, thus, retarding the invasion of water into the shale formation. Then, the acylated inulin was adsorbed onto the shale surface by hydrogen bonding to form a compact, sealed, hydrophobic membrane. Furthermore, the acylated inulins are non-toxic and biodegradable, which meet the increasingly stringent environmental regulations in this field. This method might provide a new avenue for developing high-performance and ecofriendly shale hydration inhibitors.

A Magnetic Surfactant Having One Degree of Unsaturation in the Hydrophobic Tail as a Shale Swelling Inhibitor

One of the foremost causes of wellbore instability during drilling operations is shale swelling and hydration induced by the interaction of clay with water-based mud (WBM). Recently, the use of surfactants has received great interest for preventing shale swelling, bit-balling problems, and providing lubricity. Herein, a novel synthesized magnetic surfactant was investigated for its performance as a shale swelling inhibitor in drilling mud. The conventional WBM and magnetic surfactant mixed WBM (MS-WBM) were formulated and characterized using Fourier Transform Infrared (FTIR) and Thermogravimetric analyzer (TGA). Subsequently, the performance of 0.4 wt% magnetic surfactant as shale swelling and clay hydration inhibitor in drilling mud was investigated by conducting linear swelling and capillary suction timer (CST) tests. Afterward, the rheological and filtration properties of the MS-WBM were measured and compared to conventional WBM. Lastly, the swelling mechanism was investigated by conducting a scanning electron microscope (SEM), zeta potential measurement, and particle size distribution analysis of bentonite-based drilling mud. Experimental results revealed that the addition of 0.4 wt% magnetic surfactant to WBM caused a significant reduction (~30%) in linear swelling. SEM analysis, contact angle measurements, and XRD analysis confirmed that the presence of magnetic surfactant provides long-term swelling inhibition via hydrophobic interaction with the bentonite particles and intercalation into bentonite clay layers. Furthermore, the inhibition effect showed an increase in fluid loss and a decrease in rheological parameters of bentonite mixed mud. Overall, the use of magnetic surfactant exhibits sterling clay swelling inhibition potential and is hereby proffered for use as a drilling fluid additive.

Relation of EDL Forces between Clay Particles Calculated by Different Methods

Calculation of the electrostatic double layer force (EDL force) between clay particles is relevant as it is closely related to important macroscopic mechanical behaviors of clays. The popular method to calculate the EDL force is to integrate the electric potential and Maxwell stress along the boundary enclosing a simply connected domain within which a clay particle resides. The EDL force has also been calculated by the integration of the electrostatic force density over the preceding domain. However, the subtle relation of the EDL forces calculated by the different existing methods has not yet been investigated. By means of theoretical analysis and finite element simulation, it was shown that the force calculated by the integration of Maxwell stress along the complete boundary enclosing a multiply connected domain in which the clay particle is excluded, and that along the partial boundary enclosing the preceding simply connected domain represents the electrical attractive force and osmotic repulsive force, respectively, while the integration of the potential along both the same complete and partial boundary denotes the osmotic force. Numerical results showed that the calculated EDL force deviates from its actual value significantly with the decrease in distance between the chosen integral boundary and particle surface, and the deviation varies with surface potential and angle between particles. Moreover, the recommended minimum distance was proposed to be 10 times the thickness of the particle based on the present simulation results.