Quaternized Lignin Sacrificial Agent for Reservoir Clay Swelling

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Solution Overview

Problem

Existing anti-swelling and sacrificial agents for shale oil reservoirs face high costs and limited adsorption capacity, with inorganic salts being easily desorbed and organic cations being expensive, while conventional lignin compounds exhibit limited effectiveness.

Innovation Solution

A dual-purpose sacrificial anti-swelling agent is developed using quaternized lignin, prepared from papermaking waste water and flue gas treatment by-products, introducing two quaternary ammonium atoms into a phenolic hydroxyl group of lignin to enhance adsorption and functionality.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Ease of manufacture

If inorganic salt anti-swelling agents (e.g., KCl) are used, then cost is reduced and availability is improved, but adsorption strength is weakened and long-term swelling prevention is compromised

Engineering Contradiction:
Improvecost and availabilityVSAvoidadsorption strength and long-term effectiveness
Core Design Contradiction:
Ease of manufactureVSReliability

Solution Approach 1:

The patent modifies the chemical structure of lignin by introducing quaternary ammonium groups, transforming it from a conventional organic compound into a quaternized lignin with enhanced cationic characteristics. This parameter change in chemical structure enables the material to exhibit strong adsorption capacity comparable to organic cations while maintaining the cost advantages of lignin-based materials.

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The invention creates a composite material by combining lignin (a natural polymer from papermaking waste) with quaternary ammonium compounds (from flue gas treatment by-products). This composite structure integrates the low cost and environmental compatibility of lignin with the strong adsorption properties of quaternary ammonium groups, achieving both economic and performance goals.

Inventive Principle:
Principle #40Composite materials

2Reliability

If organic cation anti-swelling agents are used, then adsorption strength and long-term effectiveness are improved, but cost increases significantly

Engineering Contradiction:
Improveadsorption strength and long-term effectivenessVSAvoidcost
Core Design Contradiction:
ReliabilityVSEase of manufacture

Solution Approach 1:

The patent creates a simplified version of expensive organic cation anti-swelling agents by using quaternized lignin. This 'copy' replicates the essential functional characteristics (quaternary ammonium groups for strong adsorption) while using cheaper raw materials (lignin and flue gas by-products), thereby achieving similar performance at lower cost.

Inventive Principle:
Principle #26Copying

Solution Approach 2:

The invention replaces expensive organic cations with a cost-effective quaternized lignin derived from waste materials. Although lignin is naturally biodegradable, the quaternization process enhances its stability and adsorption capacity, creating a economical alternative that maintains effectiveness without the high cost of synthetic organic cations.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

3Ease of manufacture

If conventional lignin compounds are used as sacrificial agents, then cost is reduced, but adsorption capacity is limited and overall effectiveness is reduced

Engineering Contradiction:
ImprovecostVSAvoidadsorption capacity
Core Design Contradiction:
Ease of manufactureVSQuantity of substance

Solution Approach 1:

The patent fundamentally changes the adsorption parameters of lignin by introducing quaternary ammonium groups through chemical modification. This transformation increases the cationic charge density and enhances the adsorption capacity, enabling the lignin derivative to effectively compete for adsorption sites with oil displacing agents while maintaining cost advantages.

Inventive Principle:
Principle #35Parameter changes

4Device complexity

If a single agent is used for both anti-swelling and sacrificial functions, then device complexity and application steps are reduced, but the agent must simultaneously satisfy multiple competing requirements

Engineering Contradiction:
Improvenumber of agents and application stepsVSAvoidability to satisfy multiple functions
Core Design Contradiction:
Device complexityVSAdaptability or versatility

Solution Approach 1:

The patent develops a universal anti-swelling and sacrificial agent (quaternized lignin) that can perform both functions simultaneously. The molecule's dual characteristics - quaternary ammonium groups for strong adsorption (sacrificial function) and hydrophobic aromatic structures for clay interaction (anti-swelling function) - enable it to satisfy multiple requirements through its integrated molecular design.

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

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 dual-purpose agent effectively reduces costs and improves adsorption capacity, acting as both an anti-swelling and sacrificial agent, achieving better performance than conventional agents.

Implementation Method 1

Anti-swelling agents for clay are adsorbed onto the reservoir surface to prevent clay from hydration swelling

Methodology Applied
Scientific EffectAdsorption: Adsorption

Implementation Method 2

sacrificial agents preferentially occupy adsorption sites on reservoirs and thus may alleviate the adsorption of surfactants and polymers on the reservoirs

Methodology Applied
Scientific EffectCompetitive adsorption: Adsorption

Implementation Method 3

The organic cation anti-swelling agents are linked with a large number of adsorption groups, which can form bridges between clay mineral layers, as well as particles

Methodology Applied
Scientific EffectBridge formation: Chemical Bonding

Implementation Method 4

clay minerals, which are prone to hydration swelling, causing migration of mineral particles, blocking of effective pore throats, and reduction of permeability

Methodology Applied
Scientific EffectHydration swelling prevention: Hydrophobe

Data Source

PatentUS12421439B2Dual-purpose sacrificial anti-swelling agent, preparation method and application thereof
Publication Date: 2025.09.23 CHINA SHI DA EDUCATION DEVELOPMENT CO LTD
  • US12421439B2 patent drawing
  • US12421439B2 patent drawing
  • US12421439B2 patent drawing

AI summary

A dual-purpose sacrificial anti-swelling agent, and a preparation method and application thereof are provided and relate to the technical field of oil reservoir exploitation. The dual-purpose sacrificial anti-swelling agent is quaternized lignin, a phenolic hydroxyl group of quaternized lignin is linked with two quaternary ammonium nitrogen atoms that are located at para positions of the same six-membered ring. Raw materials used in the present disclosure are prepared from papermaking waste liquid and a by-product of flue gas desulfurization and denitrification, which not only reduces the cost, but also transforms waste materials into valuable resources. The present disclosure increases the adsorption capacity of quaternized lignin in the formation by quaternizing lignin, and enables quaternized lignin to acts as both a sacrificial agent and an anti-swelling agent through competitive adsorption, achieving multiple purposes by using one agent.