Lubricating Additive Composition for Water-Based Drilling Muds

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Solution Overview

Problem

Water-based muds exhibit poor lubricating properties, leading to increased friction and potential tool blockage due to flocculation and aggregation of clay particles, which hampers efficient drilling operations, especially in offshore drilling where environmental concerns necessitate the use of water-based over oil-based muds.

Innovation Solution

A composition comprising 50-80 wt % estolide polyol ester, 10-20 wt % salt of fatty acid and alkanolamine, and 10-30 wt % surfactant, specifically designed to remain well-dispersed in water-based muds, providing improved lubrication with a pour point below 20°C, flash point above 150°C, and kinematic viscosity below 200 mPa·s, significantly reducing frictional forces by at least 80% across various aging conditions.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Object-affected harmful factors

If water-based mud is used instead of oil-based mud, then environmental compatibility is improved, but lubricating properties deteriorate

Engineering Contradiction:
Improveenvironmental compatibilityVSAvoidlubricating properties
Core Design Contradiction:
Object-affected harmful factorsVSForce

Solution Approach 1:

The patent introduces a lubricating additive composition as an intermediary substance to transfer the lubricating function from oil-based mud to water-based mud. The composition contains estolide polyol ester, fatty acid salt, and surfactant that work together to reduce friction between drilling tools and rock formations, thereby compensating for the poor natural lubrication of water-based mud while maintaining environmental compatibility.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The lubricating additive is formulated as a composite material combining three key components: estolide polyol ester (50-80 wt%), fatty acid salt with alkanolamine (10-20 wt%), and surfactant (10-30 wt%). This composite structure synergistically provides lubrication, dispersion, and surface activity to overcome the inherent deficiencies of water-based mud while preserving its environmental benefits.

Inventive Principle:
Principle #40Composite materials

2Force

If lubricating additive is added to water-based mud, then lubrication is improved, but clay particle flocculation increases

Engineering Contradiction:
ImprovelubricationVSAvoidclay particle dispersion
Core Design Contradiction:
ForceVSStability of the object's composition

Solution Approach 1:

The patent carefully controls the chemical parameters of the lubricating additive, specifically the molecular structure and concentration of estolide polyol ester, fatty acid salt, and surfactant. By optimizing these parameters, the composition provides adequate lubrication while maintaining clay particle dispersion. The specific weight ratios and chemical properties are tuned to prevent excessive flocculation that would otherwise occur with conventional lubricating additives.

Inventive Principle:
Principle #35Parameter changes

3Force

If conventional lubricating additives are used, then friction reduction is achieved, but tool blockage occurs due to flocculation

Engineering Contradiction:
Improvefriction reductionVSAvoiddrilling efficiency
Core Design Contradiction:
ForceVSProductivity

Solution Approach 1:

The surfactant component acts as a mediator between the lubricating agents and clay particles, preventing direct interaction that would cause flocculation. This intermediary function allows friction reduction to occur without the harmful side effect of clay aggregation, thereby maintaining drilling tool mobility and operational efficiency.

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent converts the potential harm of clay flocculation into a benefit by using the fatty acid salt and surfactant to control clay particle behavior. Instead of allowing uncontrolled aggregation that blocks tools, the composition promotes controlled dispersion that maintains lubrication while preventing blockage, thus turning a potential problem into an advantageous property.

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

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 composition effectively reduces torque readings by at least 80% and maintains lubricating properties up to 90°C, preventing tool wear and enhancing drilling efficiency while being environmentally friendly and cost-effective.

Implementation Method 1

The lubricating additive must also remain well dispersed in the aqueous media for a better availability for lubrication. The composition provides better lubricating properties to water-based muds, reducing frictional forces such as torque reduction of at least 80%

Methodology Applied
Scientific EffectLubrication: Lubrication

Implementation Method 2

The composition is perfectly dispersible in water comprising clay(s) and/or mineral salt(s). One of the limits to the use of lubricating additive is to enhance flocculation and aggregation of clay particles; the composition prevents this by remaining well dispersed

Methodology Applied
Scientific EffectSteric stabilization:

Implementation Method 3

10-20 wt % of a salt of fatty acid(s) and an alkanolamine... providing improved lubrication... preventing flocculation and aggregation of clay particles

Methodology Applied
Scientific EffectElectrostatic repulsion: Ion Repulsion/Attraction

Data Source

PatentUS20240343965A1Lubricating additive
Publication Date: 2024.10.17 OLEON NV
  • US20240343965A1 patent drawing
  • US20240343965A1 patent drawing
  • US20240343965A1 patent drawing

AI summary

The present invention relates to a composition and its use as lubricating additive, in particular to its ability to improve the lubricating property of water-based muds.