Dissipative Surfactant Drilling Fluid for Torque Reduction

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Drilling operations in oil/tar sand formations face challenges due to high friction and torque, which existing drilling fluids fail to adequately address, particularly in terms of minimizing torque and drag while maintaining effective lubrication and fluid stability.

Innovation Solution

A water-based drilling fluid comprising an aqueous fluid, a gelling agent, an alkaline buffer, and a dissipative surfactant composition that includes fatty acids or esters derived from plant or vegetable oils, along with an extreme pressure additive, which reduces the coefficient of friction and enhances fluid flow properties.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If oil- or hydrocarbon-based drilling muds are used to reduce friction and torque in oil/tar sand formations, then lubrication performance improves, but environmental harm increases

Engineering Contradiction:
Improvefriction and torqueVSAvoidenvironmental pollution
Core Design Contradiction:
Object-affected harmful factorsVSObject-generated harmful factors

Solution Approach 1:

The patent changes the chemical composition parameters of the drilling fluid by using water-soluble dissipative surfactants instead of hydrocarbon-based oils. This substitution maintains the lubrication function while fundamentally altering the fluid's chemical properties to be environmentally compatible and water-soluble, thereby resolving the contradiction between friction reduction and environmental protection

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent employs dissipative surfactants that are designed to break down and dissipate rather than persist in the environment. These surfactants provide temporary lubrication during drilling operations and then degrade into harmless substances, offering a disposable solution that avoids long-term environmental contamination while maintaining functional effectiveness

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

2Object-generated harmful factors

If water-based drilling fluids are used to reduce environmental impact, then environmental safety improves, but lubrication performance deteriorates

Engineering Contradiction:
Improveenvironmental pollutionVSAvoidfriction and torque
Core Design Contradiction:
Object-generated harmful factorsVSObject-affected harmful factors

Solution Approach 1:

The patent creates a composite drilling fluid system by combining water-soluble dissipative surfactants with extreme pressure additives. This composite formulation integrates the environmental benefits of water-based fluids with the lubrication enhancement of specialized additives, achieving both low friction and ecological safety simultaneously

Inventive Principle:
Principle #40Composite materials

Solution Approach 2:

The dissipative surfactant acts as an intermediary substance between water and the drill string surfaces. It forms a lubricating film that mediates the interaction between the water-based fluid and metal surfaces, providing low friction properties while maintaining the overall water-based, environmentally friendly nature of the drilling fluid

Inventive Principle:
Principle #24Intermediary (Mediator)

3Productivity

If conventional drilling fluids are used in oil/tar sand formations, then drilling operations can proceed, but torque and drag on drill string become excessive

Engineering Contradiction:
Improvedrilling operation continuityVSAvoidtorque and drag
Core Design Contradiction:
ProductivityVSForce

Solution Approach 1:

The patent applies dissipative surfactants and extreme pressure additives to the drilling fluid before entering the wellbore. These additives pre-form protective lubricating films on the drill string and bit surfaces before contact with the high-friction oil/tar sand formation, thereby reducing torque and drag from the outset and maintaining drilling operation continuity

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent employs dissipative surfactants that dynamically adjust their lubrication properties during drilling operations. These surfactants actively dissipate energy and adapt to changing downhole conditions, providing continuous torque reduction and maintaining optimal drilling performance throughout the operation

Inventive Principle:
Principle #15Dynamics

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 described drilling fluid system significantly reduces the coefficient of friction by up to 75% and improves fluid flow, allowing for more efficient drilling operations in challenging formations like oil/tar sand with reduced torque and drag.

Implementation Method 1

the dissipative surfactant described herein acts not only to lower the coefficient of friction

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 2

also as a dispersant that generates a uniform drilling fluid mixture with improved flow properties due to its anti-agglomeration/dispersive characteristics

Methodology Applied
Scientific EffectDispersion: Dispersion (of waves)

Data Source

PatentUS9856409B2Dissipative surfactant aqueous-based drilling system for use in hydrocarbon recovery operations from heavy oil and tar sands
Publication Date: 2018.01.02 TUCC TECHNOLOGY LLC
  • US9856409B2 patent drawing
  • US9856409B2 patent drawing
  • US9856409B2 patent drawing

AI summary

A water-based drilling fluid which includes an aqueous fluid and a water-soluble dissipative surfactant composition is described, wherein the dissipative surfactant composition includes at least one fatty acid or ester derivative of a plant or vegetable oil. Also described are methods of using such aqueous-based drilling fluids including the dissipative surfactant composition as described in hydrocarbon recovery operations associated with oil/tar sand, where such fluids act to increase the dispersant qualities of hydrocarbons within the oil/tar sand, and where such fluid exhibit a reduced coefficient of friction.