Cationic Formation Stabilizer for Shale Compatibility

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Solution Overview

Problem

Wellbore servicing fluids face challenges in preventing fluid-induced swelling, mechanical destabilization, and fines generation in shale formations, particularly due to chemical and physical interactions with clay minerals, which can lead to significant production reduction and require stabilizers compatible with anionic friction reducers.

Innovation Solution

A wellbore servicing fluid comprising a cationic formation stabilizer with a molecular weight between 0.05 to 2.0 kiloDaltons and/or 2 to 5 cationic charges, combined with an anionic friction reducer and an aqueous fluid, is used to inhibit shale hydration and maintain wellbore stability, while being compatible with anionic friction reducers and effective in porous media.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Stability of the object's composition

If a cationic formation stabilizer is used to prevent fluid-induced swelling and mechanical destabilization, then formation stability is improved, but compatibility with anionic friction reducers deteriorates due to electrostatic repulsion

Engineering Contradiction:
Improveformation stabilityVSAvoidcompatibility with anionic friction reducers
Core Design Contradiction:
Stability of the object's compositionVSAdaptability or versatility

Solution Approach 1:

The patent applies parameter changes by carefully controlling the molecular weight (0.05 to 2.0 kDa) and charge density (2 to 5 cationic charges per molecule) of the formation stabilizer to optimize its interaction with anionic friction reducers. This parameter optimization allows the cationic stabilizer to effectively prevent formation swelling while maintaining compatibility with anionic polymers through controlled electrostatic interactions.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent creates a composite system combining cationic formation stabilizers with anionic friction reducers in a single wellbore servicing fluid formulation. This composite approach allows the fluid to simultaneously provide formation stabilization and friction reduction functions while managing the electrostatic compatibility between the oppositely charged polymers.

Inventive Principle:
Principle #40Composite materials

2Stability of the object's composition

If a cationic formation stabilizer with higher molecular weight is used to enhance stability, then formation protection is improved, but mobility in porous media deteriorates

Engineering Contradiction:
Improveformation protectionVSAvoidmobility in porous media
Core Design Contradiction:
Stability of the object's compositionVSSpeed

Solution Approach 1:

The patent optimizes the molecular weight parameter of the cationic formation stabilizer to a specific range (0.05 to 2.0 kDa) that balances formation protection effectiveness with mobility in porous media. This parameter selection ensures the stabilizer is small enough to penetrate porous formations while remaining large enough to provide effective clay stabilization.

Inventive Principle:
Principle #35Parameter changes

3Stability of the object's composition

If conventional cationic polymers are used to stabilize formation, then swelling inhibition is improved, but polymer buildup and insoluble residue increase

Engineering Contradiction:
Improveswelling inhibitionVSAvoidpolymer buildup and insoluble residue
Core Design Contradiction:
Stability of the object's compositionVSObject-generated harmful factors

Solution Approach 1:

The patent changes the molecular weight parameter to a lower range (0.05 to 2.0 kDa) compared to conventional cationic polymers, which reduces polymer buildup and insoluble residue while maintaining effective swelling inhibition. This parameter optimization prevents excessive polymer accumulation in the formation.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs a cationic formation stabilizer with optimized low molecular weight that provides effective formation stabilization during the wellbore servicing operation and then dissipates or degrades, avoiding long-term polymer buildup and residue issues associated with conventional higher molecular weight polymers.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

The solution effectively prevents swelling, mechanical destabilization, and fines generation, maintaining long-term stability and compatibility with anionic friction reducers, thereby enhancing hydrocarbon production by minimizing fluid-induced formation damage in shale formations.

Implementation Method 1

a cationic formation stabilizer having a molecular weight in a range of from equal to or greater than 0.05 to equal to or less than 2.0 kiloDaltons (kDa) and/or greater than 2 to equal to or less than 5 cationic charges per molecule

Methodology Applied
Scientific EffectElectrostatic interaction: Electrostatics

Implementation Method 2

an anionic friction reducer

Methodology Applied
Scientific EffectAdsorption: Adsorption

Data Source

PatentUS11767458B2Cationic formation stabilizers compatible with anionic friction reducing polymers
Publication Date: 2023.09.26 HALLIBURTON ENERGY SERVICES INC
  • US11767458B2 patent drawing
  • US11767458B2 patent drawing
  • US11767458B2 patent drawing

AI summary

A wellbore servicing fluid comprising (a) a cationic formation stabilizer having (i) a molecular weight in a range of from equal to or greater than 0.05 to equal to or less than 2.0 kiloDaltons (kDa), or (ii) cationic charge functional groups of greater than 2 to equal to or less than 5 cationic charges per molecule, or (iii) both (i) and (ii), (b) an anionic friction reducer, and (c) an aqueous fluid.