Surfactant Selection via TAN TBN Analysis for Wettability Alteration

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Solution Overview

Problem

Conventional methods for selecting surfactants for subterranean formations, particularly in unconventional reservoirs, are lengthy and inefficient, as they typically focus on limited attributes and require extensive experimental testing to identify suitable surfactants for enhanced oil recovery and hydraulic fracturing operations.

Innovation Solution

The method involves selecting surfactants based on the total acid number (TAN) and total base number (TBN) of an oil sample, limiting the evaluation to cationic, anionic, or zwitterionic surfactants with polarity opposite to the oil, and using these surfactants in treatment fluids for well stimulation and enhanced oil recovery operations, which can alter rock wettability more quickly.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If conventional surfactant selection methods using extensive experimental testing are used, then reliable surfactant performance evaluation is achieved, but the selection process becomes lengthy and inefficient

Engineering Contradiction:
Improvesurfactant performance evaluation reliabilityVSAvoidsurfactant selection time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The patent applies preliminary action by performing quick preliminary tests (interfacial tension measurements and colorimetric TAN/TBN assays) before committing to extensive experimental testing. This preliminary screening based on oil sample characteristics (TAN/TBN ratios) allows the method to identify promising surfactant candidates early, reducing the overall selection time while maintaining reliable performance evaluation through subsequent targeted testing.

Inventive Principle:
Principle #10Preliminary action

2Measurement precision

If comprehensive experimental testing is performed to evaluate surfactant performance, then accurate surfactant selection is achieved, but the complexity and resource requirements increase

Engineering Contradiction:
Improvesurfactant performance measurement accuracyVSAvoidtesting process complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent segments the surfactant evaluation process into distinct stages: (1) preliminary oil sample analysis using simple colorimetric TAN/TBN assays, (2) selection of surfactants with appropriate polarity based on oil characteristics, and (3) targeted performance testing only of selected candidates. This segmentation reduces overall process complexity by filtering out unsuitable surfactants early, while maintaining measurement precision through focused testing on promising candidates.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent utilizes parameter changes by measuring oil sample properties (TAN and TBN values) to determine oil polarity characteristics. These parameter measurements guide the selection of surfactants with complementary polarity, allowing the method to predict surfactant-oil compatibility without extensive testing. This parameter-based approach simplifies the selection process while maintaining accurate performance prediction.

Inventive Principle:
Principle #35Parameter changes

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

This approach facilitates the rapid evaluation and selection of surfactants that enhance oil production by altering rock wettability, reducing the need for extensive testing and improving the efficiency of surfactant selection for subterranean treatments.

Implementation Method 1

one or more surfactants or emulsifiers may be injected into the formation, among other reasons, to lower the interfacial tension between oil and water which allows stable emulsions with small drops to be formed

Methodology Applied
Scientific EffectInterfacial tension reduction: Surface Tension

Implementation Method 2

selecting a set of surfactants to evaluate for a treatment in at least a portion of the subterranean formation based on at least one of the TAN and the TBN of the oil sample... which can alter rock wettability more quickly

Methodology Applied
Scientific EffectWettability alteration: Wetting

Data Source

PatentUS10767474B2Surfactant selection methods for wetting alteration in subterranean formations
Publication Date: 2020.09.08 HALLIBURTON ENERGY SERVICES INC
  • US10767474B2 patent drawing
  • US10767474B2 patent drawing
  • US10767474B2 patent drawing

AI summary

Systems and methods for selecting surfactants for use in subterranean formations are provided. In one embodiment, the methods comprise: providing a sample of oil from at least a portion of a subterranean formation; measuring at least one of the total acid number (TAN) and the total base number (TBN) of the oil sample; and selecting a set of surfactants to evaluate for a treatment in at least a portion of the subterranean formation based on at least one of the TAN and the TBN of the oil sample, the set of surfactants selected from the group consisting of: a set of cationic surfactants, a set of anionic surfactants, and a set of zwitterionic surfactants.