Ionic Liquid Chain Transfer Additive for Clay Swelling Control

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Solution Overview

Problem

Shale and clay instability in subterranean formations due to water contact leads to formation damage, degradation, and reduced hydrocarbon flow rates, complicating drilling operations and increasing costs.

Innovation Solution

The use of an ionic liquid as a well treatment additive that functions as a clay stabilizer, shale stabilizer, and scale inhibitor, controlling molecular weight during polymerization and enhancing polymer performance to stabilize clays and shales, while also acting as a chain transfer agent.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Temperature

If water-based drilling fluid is used to cool and lubricate the drill bit, then cooling and lubrication functions are improved, but clay swelling and formation damage occur

Engineering Contradiction:
Improvedrill bit temperatureVSAvoidclay swelling
Core Design Contradiction:
TemperatureVSObject-affected harmful factors

Solution Approach 1:

The patent introduces a water-soluble polymer as an intermediary substance that mediates between the water-based drilling fluid and the clay formations. This polymer acts as a barrier that prevents water from directly contacting and swelling the clay, while still allowing the drilling fluid to perform its cooling and lubrication functions. The polymer adsorbs onto the clay surfaces and forms a protective layer, effectively blocking the harmful osmotic water uptake without interfering with the thermal and lubrication properties of the drilling fluid.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent modifies the chemical composition parameters of the drilling fluid by adding water-soluble polymers with specific molecular weights and concentrations. By changing the chemical parameters of the drilling fluid system, the interaction between water and clay is fundamentally altered. The polymer concentration and molecular weight are optimized to achieve maximum clay stabilization while maintaining the desired cooling and lubrication performance of the drilling fluid.

Inventive Principle:
Principle #35Parameter changes

2Stability of the object's composition

If traditional clay stabilizers are used to prevent clay swelling, then formation stability is improved, but molecular weight control during polymerization is lost

Engineering Contradiction:
Improveclay stabilityVSAvoidmolecular weight control
Core Design Contradiction:
Stability of the object's compositionVSManufacturing precision

Solution Approach 1:

The patent employs a dual-functional water-soluble polymer that simultaneously serves as both a clay stabilizer and a chain transfer agent during polymerization. This single polymer compound performs multiple functions: it stabilizes clay surfaces by adsorption and prevents swelling, while also controlling the molecular weight of polymers during synthesis through chain transfer mechanisms. This eliminates the need for separate additives and achieves both clay stability and precise molecular weight control in one integrated solution.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The patent combines the functions of traditional clay stabilizers and chain transfer agents into a single water-soluble polymer additive. By merging these two previously separate functional requirements into one compound, the patent achieves synergistic effects where the polymer provides both clay stabilization and molecular weight control during the polymerization process, simplifying the additive system and improving overall process efficiency.

Inventive Principle:
Principle #5Merging (Combining)

3Device complexity

If shale material is allowed to degrade naturally, then drilling operations proceed without additional chemicals, but borehole wall instability and sloughing occur

Engineering Contradiction:
Improvedrilling operation simplicityVSAvoidborehole wall stability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent applies water-soluble polymers as a preliminary protective treatment to the borehole walls and formation surfaces before degradation can occur. The polymer is introduced into the drilling fluid system in advance, where it proactively adsorbs onto clay and shale surfaces, forming a protective barrier that prevents future swelling and sloughing. This preliminary stabilization action prevents borehole wall instability before it manifests, eliminating the need for reactive measures during drilling operations.

Inventive Principle:
Principle #10Preliminary action

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 ionic liquid additive effectively stabilizes clays and shales, preventing degradation and enhancing hydrocarbon flow, thereby reducing drilling time and costs by maintaining wellbore integrity and preventing formation damage.

Implementation Method 1

the ionic liquid is dual functional for well treatment and as a chain transfer agent to limit molecular weight during polymerization of ionic monomers

Methodology Applied
Scientific EffectChain transfer:

Implementation Method 2

When these zones are exposed to water contained in a drilling fluid, a well-treatment fluid or produced water, the clays osmotically imbibe water and swell

Methodology Applied
Scientific EffectOsmosis: Osmosis

Data Source

PatentUS12398313B2Ionic liquid chain transfer agent as well treatment additive
Publication Date: 2025.08.26 HALLIBURTON ENERGY SERVICES INC
  • US12398313B2 patent drawing
  • US12398313B2 patent drawing
  • US12398313B2 patent drawing

AI summary

Well treatment fluids comprise well treatment additives comprising an ionic liquid. Method of treating a subterranean formation may comprise contacting the subterranean formation with the well treatment additive, wherein the well treatment additive comprises an ionic liquid comprising a cation and an anion having the following formula: [R1R2R3R4N]+[X]−, wherein R1, R2, R3, R4 are individually selected from the group consisting of an alkyl group, a hydroxyalkyl group, and a combination thereof provided that at least one of R1, R2, R3, R4 is the hydroxyalkyl group, and wherein the anion X− comprises at least one anion selected from the group consisting of F−, Cl−, Br−, I−, H2PO4−, HPO42−, PO43−, HSO4−, C7H7OSO3−, C7H7SO3−, SO42−, CH3SO3−, C2H5SO3−, CH3OSO3−, C2H5OSO3−, and combinations thereof.