Invert Emulsion Drilling Fluids for Shale Stability

Resolve Bottlenecks,
Find Innovative Solutions
Generate Solutions

Solution Overview

Problem

Conventional drilling fluids, particularly invert emulsion-based muds, face challenges in stability, fluid loss, and environmental impact when used in water-sensitive subterranean formations like shale, due to complex interactions with geological conditions and environmental restrictions.

Innovation Solution

The development of improved invert emulsion treatment fluids comprising an oleaginous external phase and an internal phase with one or more alcohols and polar organic compounds, which enhance stability, water phase activity, and shale retention, while being environmentally friendly and potentially recyclable, by adjusting the composition to match the properties of an aqueous salt solution.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional invert emulsion-based drilling fluids are used in water-sensitive formations, then drilling operations can be performed, but the fluid exhibits poor stability, high fluid loss, and adverse environmental impacts

Engineering Contradiction:
Improvefluid stabilityVSAvoidenvironmental impact
Core Design Contradiction:
ReliabilityVSObject-generated harmful factors

Solution Approach 1:

The patent changes the chemical composition parameters of the internal phase by replacing traditional salts with polar organic compounds (such as formates, acetates, propionates, butyrates, and their derivatives). This parameter change achieves multiple objectives: improving fluid stability in water-sensitive formations, reducing fluid loss, and minimizing environmental impact while maintaining the necessary water phase activity for effective drilling operations

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The invention creates a composite internal phase system combining polar organic compounds with alcohols (such as glycerol, polyglycerol, ethylene glycol, propylene glycol) and optionally water. This composite material approach allows the fluid to exhibit enhanced stability, controlled fluid loss, and improved environmental compatibility while maintaining the complex interactions needed for effective drilling in challenging formations

Inventive Principle:
Principle #40Composite materials

2Reliability

If invert emulsion fluids are used to maintain hydrostatic head and well bore integrity, then drilling safety is improved, but fluid loss into the formation increases and stability decreases

Engineering Contradiction:
Improvewell bore integrityVSAvoidfluid loss
Core Design Contradiction:
ReliabilityVSLoss of substance

Solution Approach 1:

The patent modifies the chemical parameters of the internal phase by using polar organic compounds with specific molecular structures and properties. These parameter changes enable the fluid to maintain appropriate viscosity and fluid loss control characteristics while preserving the hydrostatic head necessary for well bore integrity, thereby reducing unwanted fluid loss into the formation

Inventive Principle:
Principle #35Parameter changes

3Productivity

If traditional invert emulsion compositions are used, then drilling operations can proceed, but the fluid exhibits complex and unpredictable interactions with geological conditions

Engineering Contradiction:
Improvedrilling operation continuityVSAvoidfluid behavior complexity
Core Design Contradiction:
ProductivityVSDevice complexity

Solution Approach 1:

The invention simplifies and controls fluid behavior by changing the chemical composition parameters to use polar organic compounds with predictable and well-understood interactions with shale and other water-sensitive formations. This results in more consistent and predictable fluid performance, reducing the complexity and unpredictability of fluid-formation interactions while maintaining drilling operation continuity

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The polar organic compounds act as intermediary substances that mediate between the oleaginous external phase and the water-sensitive formation. These intermediaries provide controlled interactions with the formation, reducing unpredictable behavior while maintaining the necessary drilling performance characteristics

Inventive Principle:
Principle #24Intermediary (Mediator)

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 new invert emulsion fluids exhibit improved stability, reduced fluid loss, and enhanced shale stability, along with environmental benefits, making them suitable for a broader range of drilling conditions and environments, including water-sensitive formations.

Implementation Method 1

the polar organic compounds may be compatible with the alcohol and/or may match the water phase activity of an aqueous salt solution

Methodology Applied
Scientific EffectWater phase activity matching: Osmosis

Implementation Method 2

invert emulsion treatment fluids comprising an oleaginous external phase and an internal phase that comprises one or more alcohols and one or more polar organic compounds

Methodology Applied
Scientific EffectEmulsion stabilization: Emulsion

Data Source

PatentUS10119062B2Invert emulsion treatment fluids comprising polar organic compounds and methods of use in subterranean operations
Publication Date: 2018.11.06 HALLIBURTON ENERGY SERVICES INC
  • US10119062B2 patent drawing
  • US10119062B2 patent drawing

AI summary

Certain invert emulsion treatment fluids and methods for use in subterranean formations Certain of those methods herein include: providing an invert emulsion treatment fluid that comprises an oleaginous external phase, and an internal phase that comprises one or more alcohols and one or more polar organic compounds that are soluble in the internal phase; and introducing the treatment fluid into at least a portion of a subterranean formation.