Fluid Sensitivity Index for Shale Rock Stability

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Current geo-mechanical modeling for drilling operations relies on virgin rock mechanical properties without considering rock-fluid interactions, leading to misleading information due to the degradation of rock mechanical properties by sensitive drilling muds, necessitating an assessment of fluid sensitivity for accurate input data.

Innovation Solution

A method to determine a Fluid Sensitivity Index (FSI) using uniaxial compressive strength (UCS) tests on shale rock samples before and after interaction with water-based muds, evaluating the fractional loss of UCS to quantify mud system reactivity and guide drilling operations.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If water-based muds are used for drilling operations, then environmental impact is reduced, but rock mechanical properties degrade due to fluid reactivity

Engineering Contradiction:
Improveenvironmental impactVSAvoidrock mechanical properties
Core Design Contradiction:
Object-affected harmful factorsVSStrength

Solution Approach 1:

The patent changes the chemical composition parameters of water-based muds by adding specific inhibitors and chemicals to reduce rock reactivity. The mud formulation is adjusted to maintain environmental benefits while preventing degradation of rock mechanical properties through chemical modification of the fluid composition.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces chemical inhibitors as intermediary substances between the water-based mud and the rock formation. These inhibitors act as mediators that prevent direct harmful reactions between the mud and rock, reducing fluid sensitivity while maintaining the environmental advantages of water-based systems.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Device complexity

If virgin rock mechanical properties are used for geo-mechanical modelling, then modelling simplicity is maintained, but accuracy is reduced due to rock-fluid interaction effects

Engineering Contradiction:
Improvemodelling complexityVSAvoidmodelling accuracy
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The patent performs preliminary UCS testing on rock samples that have been exposed to drilling muds before geo-mechanical modelling. This preliminary action of pre-conditioning the rock samples with actual mud exposure ensures that the mechanical properties used in modelling reflect real wellbore conditions, improving accuracy without significantly increasing complexity.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent implements a feedback mechanism where UCS test results from mud-exposed rock samples are used to update and refine geo-mechanical models. This feedback loop ensures that modelling accuracy is continuously improved by incorporating actual rock-fluid interaction data, while the systematic approach keeps complexity manageable.

Inventive Principle:
Principle #23Feedback

3Object-affected harmful factors

If non-inhibitive or low-inhibitive water-based muds are used, then environmental benefits are maintained, but rock stability is compromised due to high fluid sensitivity

Engineering Contradiction:
Improveenvironmental benefitsVSAvoidrock stability
Core Design Contradiction:
Object-affected harmful factorsVSStability of the object's composition

Solution Approach 1:

The patent modifies the chemical parameters of water-based muds by incorporating specific inhibitors and additives. This changes the mud's interaction characteristics with rock, reducing fluid sensitivity and improving rock stability while maintaining the environmental benefits of water-based formulations through careful parameter optimization.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The patent introduces chemical inhibitors as intermediary substances that mediate between the water-based mud and rock formation. These intermediaries prevent direct harmful reactions, stabilizing rock composition and reducing fluid sensitivity while allowing water-based muds to retain their environmental advantages.

Inventive Principle:
Principle #24Intermediary (Mediator)

Data Source

PatentUS11733136B2Fluid sensitivity evaluation method for superior water-based mud design
Publication Date: 2023.08.22 SAUDI ARABIAN OIL CO
  • US11733136B2 patent drawing
  • US11733136B2 patent drawing
  • US11733136B2 patent drawing

AI summary

A method of evaluating fluid sensitivity of a water-based muds on a shale rock. The method includes providing a sample of the shale rock from a portion of a formation, where the portion of the formation is positioned outside of a reservoir region. The sample of the shale rock is separated into a first portion and a second portion. The first portion is subjected to a UCS test for detecting a first uniaxial compressive strength (UCS) value (UCSo). The second portion is converted into a prepared sample utilizing a test preparation procedure. The prepared sample is subjected to the UCS test for detecting a second UCS value (UCS1). A fluid sensitivity index (FSI) is determined utilizing the detected UCS0 and USC1 values.