Downhole Heating for Shale Swelling Control

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Solution Overview

Problem

Wellbore instability caused by the interaction between drilling fluids and geologic formations, such as shale, leads to increased costs and time in drilling operations due to swelling and collapse issues, which existing technologies like horizontal and coiled-tubing drilling fail to adequately address.

Innovation Solution

A downhole heating system that applies focused heat to the rock formation at specified temperatures to reduce its fluid absorption capacity, using devices like microwave or laser heating, or in situ combustors, to stabilize the formation and prevent swelling during drilling or hydraulic fracturing.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If water-based drilling fluids are used to drill through shale formations, then drilling operations can proceed, but the shale absorbs water and swells causing wellbore instability and collapse

Engineering Contradiction:
Improvedrilling operation continuityVSAvoidwellbore stability
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system applies heat to the shale formation in advance during drilling operations to reduce its water absorption capability before significant swelling can occur. This preliminary thermal treatment modifies the shale's properties proactively, preventing wellbore instability and collapse that would otherwise disrupt drilling continuity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system changes the physical-chemical parameters of the shale formation by applying thermal energy at elevated temperatures (typically 100-200°C or higher). This parameter change reduces the shale's cationic exchange capacity and water absorption potential, thereby maintaining wellbore stability while allowing drilling operations to continue.

Inventive Principle:
Principle #35Parameter changes

2Ease of operation

If conventional drilling methods are used, then drilling can proceed, but borehole instability problems increase time and cost

Engineering Contradiction:
Improvedrilling procedure simplicityVSAvoidtime to manage wellbore instability
Core Design Contradiction:
Ease of operationVSLoss of time

Solution Approach 1:

The system merges the drilling operation with a thermal treatment process by integrating heating devices into the drilling system. This combination allows simultaneous drilling and formation stabilization, eliminating the need for separate wellbore stabilization operations and reducing overall time and cost.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The system converts the harmful thermal energy that could potentially damage the formation into a beneficial effect by using controlled heating to pre-treat the shale and reduce its swelling potential. This transforms what could be a source of formation damage into a preventive measure against wellbore instability.

Inventive Principle:
Principle #22Blessing in disguise (Convert harm into benefit)

3Reliability

If heat is applied to reduce fluid absorption capacity, then wellbore stability improves, but energy consumption increases

Engineering Contradiction:
Improvewellbore stabilityVSAvoidenergy for heating device
Core Design Contradiction:
ReliabilityVSUse of energy by moving object

Solution Approach 1:

The system utilizes the drilling operation itself to facilitate heat delivery by using the drill string and circulating drilling fluid as heat transfer pathways. The drilling process provides the mechanical energy and fluid circulation needed for heat delivery, reducing the need for separate high-energy heating systems.

Inventive Principle:
Principle #25Self-service

Solution Approach 2:

The system employs hydraulic principles by using the circulating drilling fluid as a heat transfer medium. The fluid circulation, already necessary for drilling operations, is leveraged to distribute thermal energy throughout the formation, reducing the direct energy input required for heating.

Inventive Principle:
Principle #29Pneumatics and hydraulics

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 system effectively reduces the rock formation's ability to absorb drilling fluids, thereby enhancing wellbore stability and preventing collapse, as demonstrated by reduced cationic exchange capacity and swelling potential, leading to more efficient and safer drilling operations.

Implementation Method 1

a heating device coupled with the downhole tool string, the heating device configured to transfer heat to the geologic formation in the wellbore at a specified temperature sufficient to adjust a quality of the geologic formation associated with a fluid absorption capacity of the geologic formation

Methodology Applied
Scientific EffectHeating: Heating

Implementation Method 2

the heating device includes at least one of a microwave heating device, a laser heating device, or an in situ combustor

Methodology Applied
Scientific EffectMicrowave heating: Microwave Radiation

Implementation Method 3

the heating device includes at least one of a microwave heating device, a laser heating device, or an in situ combustor

Methodology Applied
Scientific EffectLaser heating: Laser

Implementation Method 4

the heating device includes at least one of a microwave heating device, a laser heating device, or an in situ combustor

Methodology Applied
Scientific EffectCombustion: Combustion

Data Source

PatentEP3298231B1Formation swelling control using heat treatment
Publication Date: 2020.05.27 SAUDI ARABIAN OIL CO
  • EP3298231B1 patent drawingFigure 1A
  • EP3298231B1 patent drawingFigure 1B
  • EP3298231B1 patent drawingFigure 2

AI summary

A downhole tool system includes a downhole tool string configured to couple to a downhole conveyance that extends in a wellbore from a terranean surface through at least a portion of a subterranean zone, the subterranean zone including a geologic formation; and a heating device coupled with the downhole tool string, the heating device configured to transfer heat to the geologic formation in the wellbore at a specified temperature sufficient to adjust a quality of the geologic formation associated with a fluid absorption capacity of the geologic formation.