Quaternary ammonium gemini surfactants having different spacer length as clay swelling inhibitors: Mechanism and performance evaluation

Investigation of Filtration and Shale Inhibition Characteristics of Chitosan-N-(2-hydroxyl)-propyl trimethylammonium Chloride as Drilling Fluid Additives

Hydrated shale formations often lead to severe drilling problems and may lead to wellbore instability. These instabilities can result in issues such as bit balling, borehole collapse, formation damage, stuck pipe, and low drilling rates. Keeping these fundamental issues with drilling in shale formation in mind, this study is aimed at designing a water-based drilling fluid system for effective shale inhibition, ensuring enhanced wellbore stability and drilling efficiency. The designed mud system comprises a typical base fluid along with newly synthesized chitosan derivative chitosan-N-(2-hydroxyl)-propyl trimethylammonium chloride (HACC) as an additive. This additive was found to be soluble in water and conducive for shale inhibition. The derived product was characterized by field emission scanning electron microscopy, thermogravimetric analysis, and Fourier-transform infrared spectroscopy (FTIR). Various drilling fluid tests, including filtration and rheological experiments, were conducted to evaluate its proficiency as a drilling mud additive. The results showed improvement in rheological and filtration properties after hot rolling at 100 °C in comparison to a conventional shale inhibitor, polyethylenimine. As we increase the concentration of synthesized chitosan derivative from 0.3 to 1.5 w/v%, the filtration loss is reduced from 40% to 65% as compared to the base fluids. Shale recovery tests were also conducted using shale samples from an Indian field to assess its viability for field application. The addition of 0.3 to 1.5 w/v% chitosan derivative resulted in high shale recovery above 88% to 96% at 100 °C compared to polyethylenimine, which showed a change in recovery from 62% to 73%. HACC intercalates into clay platelets, reducing the interlayer spacing between particles and preventing clay from hydrating and swelling. This mechanism of inhibition is evaluated by X-ray diffraction, FTIR, and zeta potential analysis. This bolsters the hypothesis of using the synthesized chitosan derivative as a shale inhibitor.

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.

Recent Advances in Deep Eutectic Solvents as Shale Swelling Inhibitors: A Comprehensive Review

Inhibitors have evolved from their primary function of controlling swelling during hydraulic fracturing processes in shale reservoirs. This study provides a comprehensive review of recent deep eutectic solvent (DES) advancements as inhibitors in swelling inhibition techniques. The swelling inhibitory potentials and mechanisms of DESs have been studied analytically and compared to existing conventional inhibitors. The functional effects of concentration, temperature, and types of DES are explored. Data on the effect of DES on rheology, swelling, zeta potential, shale cutting recovery, surface tension, particle size distribution, XRD, and FTIR analyses are presented. Along with preparation procedures, environmental concerns and applications of DESs in several fields are discussed. This study suggests that DESs are preferable swelling inhibitors due to their inhibitory performance, cost-effectiveness, and environmental friendliness. Moreover, this review includes guidelines and recommendations for selecting and designing DES to inhibit swelling more effectively.

A Modified Contact Angle Measurement Process to Suppress Oil Drop Spreading and Improve Precision

Static contact angle measurement is a widely applied method for wettability assessment. Despite its convenience, it suffers from errors induced by contact angle hysteresis, material heterogeneity, and other factors. This paper discusses the oil drop spreading phenomenon that was frequently observed during contact angle measurements. Experimental tests showed that this phenomenon is closely related to surfactants in the surrounding phase, the remaining oil on the rock surface, and oil inside the surrounding phase. A modified contact angle measurement process was proposed. In the modified method, deionized water was used as the surrounding phase, and a rock surface cleaning step was added. Subsequent measurements showed a very low chance of oil drop spreading and improved precision. A further comparison study showed that, when the surrounding phase was deionized water, the measured contact angle values tended to be closer to intermediate-wet conditions compared to the values measured in clean surfactant solutions. This difference became more significant when the surface was strongly water-wet or strongly oil-wet. As a result, the developed process has two prerequisites: that the in-situ contact angle values inside surfactant solutions are not required, and that the wettability alteration induced by the surfactant solution is irreversible.

The Influences of NP100 Surfactant and Pine-Oil Concentrations on Filtrate Volume and Filter-Cake Thickness of Microemulsion-Based Drilling Fluids (O/W)

In this work, nonionic surfactant NP100 and pine oil influences on the filtrate volume (FV) and the filter-cake thickness (thkns) of microemulsified drilling fluids were studied. A ternary phase diagram was obtained to define the microemulsion region, where a 2k factorial design was used with the addition of four center points and axial points. Twelve microemulsion points were defined and used later in the formulation of the investigated drilling fluids. The results showed that the increase in the surfactant and pine oil’s concentration increased FV and thkns, withthe oil phase being the most influential component in the filtrate volume and the surfactant being the most influential in the filter-cake thickness. Statistically significant models were obtained. The optimal concentrations were determined for the lowest FV and thkns; 45% of surfactant and 5% of pine oil for the filtrate volume (1.3 mL), and 45% of surfactant and 15% of pine oil for the filter-cake thickness (0.64 mm).

Imidazolium-Based Ionic Liquids as Clay Swelling Inhibitors: Mechanism, Performance Evaluation, and Effect of Different Anions

Clay swelling is one of the challenges faced by the oil industry. Water-based drilling fluids (WBDF) are commonly used in drilling operations. The selection of WBDF depends on its performance to improve rheology, hydration properties, and fluid loss control. However, WBDF may result in clay swelling in shale formations during drilling. In this work, the impact of imidazolium-based ionic liquids on the clay swelling was investigated. The studied ionic liquids have a common cation group, 1-allyl-3-methyllimidozium, but differ in anions (bromide, iodide, chloride, and dicyanamide). The inhibition behavior of ionic liquids was assessed by linear swell test, inhibition test, capillary suction test, rheology, filtration, contact angle measurement, scanning electron microscopy, and X-ray diffraction (XRD). It was observed that the ionic liquids with different anions reduced the clay swelling. Ionic liquids having a dicyanamide anion showed slightly better swelling inhibition performance compared to other inhibitors. Scanning electron microscopy images showed the water tendency to damage the clay structure, displaying asymmetrical cavities and sharp edges. Nevertheless, the addition of an ionic liquid to sodium bentonite (clay) exhibited fewer cavities and a smooth and dense surface. XRD results showed the increase in d-spacing, demonstrating the intercalation of ionic liquids in interlayers of clay. The results showed that the clay swelling does not strongly depend on the type of anion in imidazolium-based ILs. However, the type of anion in imidazolium-based ILs influences the rheological properties. The performance of ionic liquids was compared with that of the commonly used clay inhibitor (sodium silicate) in the oil and gas industry. ILs showed improved performance compared to sodium silicate. The studied ionic liquids can be an attractive alternative for commercial clay inhibitors as their impact on the other properties of the drilling fluids was less compared to commercial inhibitors.

Evaluation of Clay Hydration and Swelling Inhibition Using Quaternary Ammonium Dicationic Surfactant with Phenyl Linker

Water-based drilling fluids are extensively used for drilling oil and gas wells. However, water-based muds cause clay swelling, which severely affects the stability of wellbore. Due to two adsorption positions, it is expected that cationic gemini surfactants can reduce the clay swelling. In this work, quaternary ammonium dicationic gemini surfactants containing phenyl linkers and different counterions (Cl^- and Br^-) were synthesized, and the effect of variation in counterions on swelling and hydration properties of shales was studied. Numerous water-based drilling fluid formulations were prepared with different concentrations of surfactants to study the swelling inhibition capacity of surfactants. The performance of surfactant-containing drilling muds was evaluated by comparing them with base drilling mud, and sodium silicate drilling mud. Various experimental techniques were employed to study drilling mud characteristics such as rheology and filtration. The inhibition properties of drilling mud formulations were determined by linear swelling experiment, capillary suction time test, particle size distribution measurement, wettability measurements, and X-ray Diffraction (XRD). Experimental results showed that surfactant-based formulation containing bromide counterion exhibited superior rheological properties as compared to other investigated formulations. The filtration test showed that the gemini surfactant with chloride counterion had higher filtrate loss compared to all other formulations. The bentonite swelling was significantly reduced with increasing the concentration of dicationic surfactants as inhibitors, and maximum reduction in the linear swelling rate was observed by using a formulation containing surfactant with chloride counterion. The lowest capillary suction timer (CST) was obtained in the formulation containing surfactant with chloride counterion as less CST indicated the enhanced inhibition capacity. The particle size measurement showed that average bentonite particle size increased upon the addition of surfactants depicting the inhibition capacity. The increase in basal spacing obtained from XRD analysis showed the intercalation of gemini surfactants in interlayers of bentonite. The contact angle measurements were performed to study the wettability of the bentonite film surface, and the results showed that hydrophobicity increased by incorporating the surfactants to the drilling fluid.

Comparative Study of the Hydrophobicity of Organo-Montmorillonite Modified with Cationic, Amphoteric and Nonionic Surfactants

In this work, a series of comparative studies for the effect of the nine commercially available cationic, amphoteric and nonionic surfactants on the structure and wettability of the montmorillonite based organoclays were performed. The pristine and modified clays were characterized by X-ray diffraction (XRD), attenuated total reflectance Fourier transform infrared (ATR-FTIR) spectroscopy, and water contact angle (CA) measurements. It has been observed that the maximum basal spacing and the hydrophobicity of the organoclays increased with the alkyl chain length and chain number of the surfactant. It was found out that this effect is most pronounced when using cationic surfactants. The maximum value of contact angle corresponded to the organoclay obtained using di(hydrogenated tallow) ammonium chloride (DDA). The outcomes of this study are important and relevant to the preparation of effective organoclays for geotechnical, petroleum and polymer nanocomposite applications.

Application of a Novel and Sustainable Silicate Solution as an Alternative to Sodium Silicate for Clay Swelling Inhibition

Shale swelling during drilling operations causes many problems mainly related to wellbore instability. The oil-based muds (OBMs) are very effective in controlling the swelling potential of clay-rich shale formation, but their environmental concerns and the economic aspects curtail their usage. In the application of water-based mud (WBM), it is mixed with various swelling inhibitors such as inorganic salts (KCl and NaCl), sodium silicate, polymers, and amines of various types. The above-mentioned materials are however afflicted by some limitations in terms of their toxicity, their effect on drilling mud rheology, and their limited tolerance toward temperature and oil contamination. In this study, we investigated a novel hybrid aqueous alkali alumino silicate (AAAS) as a shale swelling inhibitor in WBM. The AAAS is a mixture of sodium, aluminum, and silicon oxides. Experimental investigations were carried out using a linear swell meter, hot rolling and capillary suction timer, ζ-potential test, filtration test, and rheology test. The application of hybrid silicate as a swelling inhibitor was studied in two phases. In the first phase, only silicate solutions were prepared in deionized water at various ratios (1, 2, and 5%) and tested on sodium bentonite and shale samples containing high contents of kaolinite clay. Further testing on commonly used inhibitors such as KCl and sodium silicate solutions was conducted for comparative purposes. In the second phase, different drilling mud formulations consisting of various percentages of AAAS were mixed and tested on original shale samples. It was observed that the novel silicate-based mix proved to be a strong shale swelling inhibitor. Its inhibition performance was better as compared to the sodium silicate solution and KCl solution. It not only inhibits shale swelling but also acts as a shale stabilizer due to its high adsorption on the shale surface, which prevents the shale/water reactivity, makes the shale formation stronger, and prevents caving.