Silicate Shale Inhibitor Additives for Wellbore Stability

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Solution Overview

Problem

Reactive shales in subterranean formations swell and degrade when exposed to aqueous treatment fluids, leading to wellbore instability and interference with drilling and fracturing operations, and existing shale inhibitors require temperature activation, making them sensitive to downhole conditions.

Innovation Solution

A treatment fluid comprising a shale inhibitor additive with a silicate anion and a quaternary ammonium cation, such as choline silicate, is introduced into the wellbore to interact with shale, inhibiting swelling and reducing pore-pressure transmission without temperature activation.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If existing shale inhibitors are used, then shale swelling reduction is achieved, but temperature activation is required making them sensitive to downhole conditions

Engineering Contradiction:
Improveshale inhibition effectivenessVSAvoidtemperature sensitivity
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent changes the chemical parameters of the shale inhibitor by using silicate anions combined with specific cations (calcium, barium, strontium, or zinc) to create compounds that are effective across a broader temperature range. This parameter change eliminates the need for temperature activation while maintaining inhibition effectiveness

Inventive Principle:
Principle #35Parameter changes

Solution Approach 2:

The invention creates composite shale inhibitor materials by combining silicate anions with multiple types of cations (calcium, barium, strontium, zinc). These composite compounds provide both swelling reduction and pore-pressure transmission reduction properties without requiring temperature activation, thereby improving reliability while reducing temperature sensitivity

Inventive Principle:
Principle #40Composite materials

2Ease of operation

If aqueous treatment fluids are used, then drilling and fracturing operations are facilitated, but reactive shales swell and degrade when exposed to them

Engineering Contradiction:
Improvedrilling operation facilitationVSAvoidshale swelling and degradation
Core Design Contradiction:
Ease of operationVSObject-affected harmful factors

Solution Approach 1:

The silicate-based shale inhibitor acts as an intermediary substance between the aqueous treatment fluid and the reactive shale. It forms a protective interface that prevents direct harmful interaction between the aqueous fluid and shale, thereby allowing aqueous fluids to be used while preventing shale swelling and degradation

Inventive Principle:
Principle #24Intermediary (Mediator)

Solution Approach 2:

The patent converts the harmful effect of aqueous fluids on reactive shales into a beneficial outcome by using silicate inhibitors that leverage the aqueous environment to deliver protection. The inhibitors work effectively in aqueous media to prevent shale degradation, turning the potentially harmful exposure into a controlled protective mechanism

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 additive effectively inhibits shale swelling and pore-pressure transmission across a range of temperatures, providing more effective inhibition than traditional silicate inhibitors and is environmentally friendly due to low toxicity, with trackable components for concentration monitoring.

Implementation Method 1

allowing the shale inhibitor additive to interact with the shale in the subterranean formation to at least partially inhibit the shale

Methodology Applied
Scientific EffectAdsorption: Adsorption

Implementation Method 2

pore-pressure transmission reduction properties

Methodology Applied
Scientific EffectPressure gradient: Pressure Gradient

Data Source

PatentUS11884851B2Silicate shale inhibitor additives
Publication Date: 2024.01.30 HALLIBURTON ENERGY SERVICES INC
  • US11884851B2 patent drawing
  • US11884851B2 patent drawing
  • US11884851B2 patent drawing

AI summary

Methods and compositions including silicate shale inhibitor additives. In some embodiments, the methods include introducing a shale inhibitor additive comprising a silicate anion and a quaternary ammonium cation into a treatment fluid; introducing the treatment fluid into a wellbore penetrating at least a portion of a subterranean formation that comprises shale; and allowing the shale inhibitor additive to interact with the shale in the subterranean formation to at least partially inhibit the shale.