University of Calgary PRISM: University of Calgary's Digital Repository Graduate Studies The Vault: Electronic Theses and Dissertations 2013-09-16 Nanoparticle-based Drilling Fluids with Improved Characteristics Zakaria, Mohammad Ferdous Zakaria, M. F. (2013). Nanoparticle-based Drilling Fluids with Improved Characteristics (Unpublished doctoral thesis). University of Calgary, Calgary, AB. doi:10.11575/PRISM/27055 http://hdl.handle.net/11023/977 doctoral thesis University of Calgary graduate students retain copyright ownership and moral rights for their thesis. You may use this material in any way that is permitted by the Copyright Act or through licensing that has been assigned to the document. For uses that are not allowable under copyright legislation or licensing, you are required to seek permission. Downloaded from PRISM: https://prism.ucalgary.ca
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University of Calgary
PRISM: University of Calgary's Digital Repository
Graduate Studies The Vault: Electronic Theses and Dissertations
2013-09-16
Nanoparticle-based Drilling Fluids with Improved
Characteristics
Zakaria, Mohammad Ferdous
Zakaria, M. F. (2013). Nanoparticle-based Drilling Fluids with Improved Characteristics
(Unpublished doctoral thesis). University of Calgary, Calgary, AB. doi:10.11575/PRISM/27055
http://hdl.handle.net/11023/977
doctoral thesis
University of Calgary graduate students retain copyright ownership and moral rights for their
thesis. You may use this material in any way that is permitted by the Copyright Act or through
licensing that has been assigned to the document. For uses that are not allowable under
copyright legislation or licensing, you are required to seek permission.
Downloaded from PRISM: https://prism.ucalgary.ca
UNIVERSITY OF CALGARY
Nanoparticle-based Drilling Fluids with Improved Characteristics
The success of well-drilling operations is heavily dependent on the drilling fluid. Drilling
fluids cool down and lubricate the drill bit, remove cuttings, prevent formation damage,
suspend cuttings and also cake off the permeable formation, thus retarding the passage
of fluid into the formation. During the drilling through induced and natural fractures, huge
drilling fluid losses lead to the higher operational expenses. That is why, it is vital to
design the drilling fluid, so that it may minimize the mud invasion in to formation and
prevent lost circulation. Typical micro or macro sized lost circulation materials (LCM)
show limited success, especially in formations dominated by micro and nano pores, due
to their relatively large sizes. The objective of this thesis was to investigate the
performance improvement by the usage of NPs (nanoparticles) as lost circulation
additives in the drilling fluid. In the current work, a new class of nanoparticles (NPs)
based lost circulation materials has been developed. Two different approaches of NPs
formation, and addition, to water based and invert-emulsion drilling fluid have been
tested. All NPs were prepared in-house either within the invert-emulsion drilling fluid; in-
situ, or within an aqueous phase; ex-situ, which was eventually blended with the drilling
fluid. The laboratory measurements included measuring mud weight, pH, lubricity
viscosity, gel strength, standard API LTLP filter test and high temperature and high
pressure (HTHP) test. In this work we evaluated fluid loss performance of a wide range
of NPs preferably selected from metal hydroxides, e.g. iron hydroxide, metal
carbonates, e.g. calcium carbonate and metal sulfate and sulfide e.g barium sulphate
and ferrous sulfide respectively.
The use of improved NP-based invert emulsion drilling fluid showed an excellent fluid
loss control, rheological properties together with a good lubricity profile. This thesis
reports an experimental and theoretical study on filtration properties of invert emulsion
drilling fluids under static conditions. Under API standard filtration test at LTLP and
HTHP, more than 70% reduction in fluid loss was achieved in the presence of 1-5 wt%
NPs.
iii
The results have also shown that the filter cake developed during the NP-based drilling
fluid filtration was thin (thickness less than 1 mm), which implies high potential for
reducing the differential pressure sticking problem, formation damage and torque and
drag problems while drilling. Moreover, at the level of NPs added, no impact on drilling
fluid apparent viscosity, and the fluid maintained its stability for more than 4 weeks.
Other NPs prepared by in-situ and ex-situ method also showed an excellent fluid loss
control. Results of the modeling showed that NP-based drilling fluid didn’t follow the
Darcy equation at the initiation of filtration and therefore the initial region was found flat
and nanoparticles reduced the premeability instantly. It was also shown that
nanoparticles transport in filtration was predominantly influenced by the Brownian
diffusion. Compare with the drilling fluid alone and drilling fluid with LCM, increasing
shear rate did not increase the same extent of shear stress in case of NP-base fluid
(both ex-situ and in-situ prepared), which can be attributed to the fact that smaller
particles were dispersed more effectively than the larger bulk particles and provided
bridging between clay particles due to their larger surface area. Tailor made NPs with
specific characteristics is thus expected to play a promising role in solving the
circulation loss and other technical challenges faced with commercial drilling fluid during
oil and gas drilling operation.
iv
Acknowledgements
All kinds of praise and all thanks belong to ALLAH, the One, the Lord of the Universe,
the Creator, the Most Gracious and the Most Merciful.
I would like to express my deepest sense of appreciation, gratitude and
indebtedness to my respected supervisor Dr. Maen Husein and co-supervisor Dr. Geir
Hareland for the opportunity of being part of their research team. Thanks Prof. Husein
and Prof.Hareland, it has been a great honor for me to be associated with your team. I
greatly appreciate your continuous support, excellent supervision and encouragement
throughout this work. I would also like to thank my defense committee members Dr.
Roberto Aguilera, Dr. Brij Maini, Dr. Ronald J. Spencer and Dr. T. Nguyen for their time
and providing their constructive criticism of my work.
It is also a pleasure for me to express again my sincere appreciation and
profound regards to Dr. Maen Husein and Dr. Geir Hareland for providing the guidelines
to efficiently conduct all the laboratory experiments, constructive suggestions and
criticism throughout the period of research work. I am also thankful to Dr. Husein in the
final preparation of the manuscript. I am grateful to Ms.Patricia Teichrob for editing my
thesis and all kinds of support during my research works.
I would also like to extend my sincere thanks to the current and past members of
the Nanotechnology for Energy & Environment (NTEE) research team; Salman Al-
khaldi, Belal Abu Tarboush, Ahmad Al-As'ad, Alex Borisov, Nashaat Nassar, Zied Ouled
Ameur, Amr Abdelrazek Elgeuoshy Meghawry Abdrabo and everyone in the Real-Time
Drilling Engineering Research Group for their support, brilliant ideas and
encouragement.
I wish to thank all the staff of the Chemical Engineering department for their
valuable support. Special acknowledgement to Bernie Then and Ms.Paige Deitsch for
providing a convenient entourage to conduct the laboratory experiments.
I would like to thank team members of nFluids Inc; David Edmonds and Jeremy
Krol for their constructive criticism and support in our current research. And I also would
like to extend my appreciation to my colleagues at Ineos Oligomers and my family friend
v
Dr.Soumaine Dehkissia for their unconditional support in various ways which have
inspired me this far.
This research was financially supported by a grant from the Natural Science and
Engineering Research Council of Canada (NSERC), Talisman Energy Inc and Pason
Systems. This support is gratefully acknowledged. Finally, my acknowledgments go to
Queen Elizabeth II Graduate (Doctoral) Scholarships for financial support.
And last but not the least, I profoundly acknowledge gratefulness to my beloved
parents and wife who have provided constant encouragement.
vi
Dedication
This works is dedicated to:
My lovely supportive parents, brothers and sisters
My beloved wife, Asma Sharmin
And my wonderful daughter Subah Maknun
With love and appreciation
vii
Table of Contents
Abstract ................................................................................................................. ii Acknowledgements .............................................................................................. iv Dedication ............................................................................................................ vi Table of Contents ................................................................................................ vii List of Tables ......................................................................................................... x List of Figures ...................................................................................................... xii List of Symbols, Abbreviations and Nomenclature .............................................. xv
CHAPTER ONE: INTRODUCTION .......................................................................1 1.1 Problem statement and significance of the research ...................................1 1.2 Research Objectives....................................................................................4 1.3 Organization of the Thesis ...........................................................................7
CHAPTER TWO: LITERATURE REVIEW ............................................................9 2.1 Introduction ..................................................................................................9 2.2 Drilling fluid Classification ..........................................................................10 2.3 Functions of Drilling Fluids .........................................................................11 2.4 Drilling fluid related challenges ..................................................................12 2.5 Clay Chemistry used in drilling fluids .........................................................16 2.6 Nanoparticles .............................................................................................20
2.6.1 Nanoparticle synthesis.....................................................................24 2.7 Nanoparticle-based drilling fluids ...............................................................26 2.8 General characteristics of drilling fluid filtration ..........................................36 2.9 Filtration mechanism..................................................................................42
4.1.1 X-ray diffraction analysis..................................................................64 4.1.2 Water droplet size distribution .........................................................66 4.1.3 Size distribution of ex-situ prepared Fe(OH)3 NPs ..........................67 4.1.4 Determination of particle size of in-situ prepared Fe(OH)3 NPs .......68
4.2.3 Filtrate Characterization...................................................................78 4.2.4 HTHP Filtration ................................................................................79 4.2.5 Effect of high shear on fluid loss control ..........................................83 4.2.6 Effect of presence of organophillic clays on fluid loss ......................85 4.2.7 Effect of Oil: Water ratio on fluid loss ...............................................86 4.2.8 Rheology behavior of NP-based fluid ..............................................87 4.2.9 Drilling fluid density and pH .............................................................93 4.2.10 Drilling fluid lubricity .......................................................................93 4.2.11 Preparation and performance evaluation of Fe(OH)3 NPs in invert
emulsion drilling fluids provided by different suppliers .......................97 4.2.12 Performance of Fe(OH)3 NPs in water based mud (WBM) ..........100 4.2.13 Toxicity evaluation Fe(OH)3 samples ........................................... 102
4.3 CaCO3 Nanoparticles (NPs) Characterization ........................................ 103 4.3.1 X-ray diffraction analysis................................................................ 103 4.3.2 Size distribution of ex-situ prepared CaCO3 ..................................104 4.3.3 Determination of particle size of in-situ prepared CaCO3 .............. 106 4.3.4 LTLP Filtration of in-house prepared CaCO3 NPs .......................... 112 4.3.5 HTHP Filtration of in-house prepared CaCO3 NPs ........................ 116 4.3.6 Drilling fluid density and pH ........................................................... 117 4.3.7 Rheology behavior of NP-based fluid ............................................ 118
4.4 Invert emulsion drilling fluid API fluid loss characterization using other NPs ......................................................................................................... 121
4.5 Summary of the API fluid loss study of different NPs in Invert emulsion.. 122
CHAPTER FIVE: MODELLING ......................................................................... 126 5.1 LTLP API filtration model using Darcy’s law ............................................ 126 5.2 NP based fluid transport using Stoke-Einstein equation .......................... 140 5.3 Rheology model of NP-based fluid ......................................................... 145
CHAPTER SIX: CONCLUSIONS, CONTRIBUTIONS TO KNOWLEDGE AND RECOMMENDATIONS ............................................................................. 149
6.1 Conclusions ............................................................................................. 149 6.2 Original contributions to knowledge ......................................................... 154 6.3 Recommendations for future research..................................................... 154
APPENDIX A: CLASSIFICATION OF LOST-CIRCULATION ZONES…………172 APPENDIX B: LOST CIRCULATION MATERIALS SIZE SELECTION METHODS …………………………………………………………..173 APPENDIX C: DIFFUSION COEFFICIENT AND PECLET NUMBER…………174
x
List of Tables
Table 2.1: Comparative cost analysis study of NP-based drilling mud ................33 Table 3.1: Compositions of the invert emulsion and water based muds employed in this work .........................................................................48 Table 4.1: API LTLP loss of drilling fluid in the presence and abscense of 1 wt% commercial Fe2O3 NPs. NPs were thoroughly mixed with the invert emulsion drilling fluid. No LCMs added to both samples ....73 Table 4.2: Comparative study of API LTLP fluid loss of drilling fluids with 1.6 wt% conventional Gilsonite LCM, and 1 wt% in-situ and ex-situ prepared NPs ....................................................................................74 Table 4.3: API LTLP fluid loss comparing drilling fluid and drilling fluid with Gilsonite LCM as base cases with drilling fluid samples containing the in-house prepared Fe(OH)3 NPs only ..........................................78 Table 4.4: ICP results of the filtrate collected following API LTLP to determine the Ca and Fe content .......................................................................79 Table 4.5: HTHP filtration property of different drilling fluid samples ..................81 Table 4.6: Effect of temperature and pressure on mud cake thickness ..............82 Table 4.7: HTHP Fluid loss of different drilling fluid samples using engineered NPs only .........................................................................82 Table 4.8: Effect of shearing effect on LTLP fluid loss control ............................84 Table 4.9: Effect of organophillic clays on LTLP fluid loss control ......................85 Table 4.10:Effect of Oil: Water ratio on Fluid loss Control when using LCM .......87 Table 4.11:Effect of Oil: Water ratio on Fluid loss Control when using NPs ........87 Table 4.12:Density and pH measurements of drilling fluid samples with LCM and Fe(OH)3 NPs ......................................................................93 Table 4.13:Co-efficient of friction (CoF) of drilling mud samples .........................94 Table 4.14:Coefficient of friction (CoF) and % torque reduction in the presence and absence of NaCl salt in the invert emulsion drilling fluid ........................................................................................96 Table 4.15:Effect of ex situ and in situ prepared Fe(OH)3 NPs on the performance of three different invert emulsion samples of drilling fluids provided by three different suppliers. Concentration of NPs 1 wt%, composition of invert emulsion: (90:10) oil:water (v/v) ...........98 Table 4.16:API LTLP WBM fluid loss with and without NPs .............................. 100 Table 4.17:Microtox bioassay of Fe(OH)3 NPs .................................................. 102 Table 4.18:API LTLP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing the in-house prepared CaCO3 NPs using reaction-2 (R2) ................................................................................ 114 Table 4.19:API LTLP fluid loss comparing water based drilling fluid as base cases with water based drilling fluid samples containing the in-house prepared CaCO3 NPs by reaction-2 (R2) .................... 114
xi
Table 4.20:API LTLP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing the in-house prepared CaCO3 NPs using reaction-5 (R5) ............... 115 Table 4.21:HTHP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing the in-house prepared CaCO3 NPs using reaction-2 (R2) ..................... 117 Table 4.22:HTHP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing the in-house prepared CaCO3 NPs using reaction-5 (R5) ............... 117 Table 4.23:Density and pH measurements of drilling fluid samples with CaCO3 NPs .............................................................................. 118 Table 4.24:Co-efficient of friction of invert emulsion drilling fluid samples......... 121 Table 4.25:API LTLP Fluid loss using BaSO4 and FeS NPs based invert emulsion .......................................................................................... 122 Table 5.1: Permeability reduction of mud cake in the presence and absence of NPs. (R2) and (R5) refer to the raction used to prepare the CaCO3 NPs per Section 3.2 ......................................... 133 Table 5.2: Experimental and Bingham Plastic viscosity and Yield point ............ 148 Table B.1: Lost circulation materials selection methods .................................... 173 Table C.1: Effect of particle sizes of DF (dp =2-200 μm in DF) on Peclet number which is a control sample of Fe(OH)3 NP-based fluid ......... 174 Table C.2: Effect of Fe(OH)3 NPs size in DF ranges from 0.001-0.3 μm (1-300 nm) on Peclet number .......................................................... 174 Table C.3:Effect of particle sizes of DF (dp =2-200 μm in DF) on Peclet number which is a control sample of CaCO3 NP-based fluid ........... 175 Table C.4:Effect of CaCO3 NPs size in DF ranges from 0.001-0.3 μm (1-300 nm) on Peclet number ........................................................... 175
xii
List of Figures
Figure 1.1: Schematics showing a) fluid loss control using NPs along with LCM, mechanism of pore throat blocking by b) plugging and sealing, c) bridging and mud flow restriction by NPs only, and d) fluid loss using conventional LCM ..................................................3 Figure 2.1: Drilling mud circulation down the drill pipe ......................................... 9 Figure 2.2: Drilled fines and fluid particles invasion into the formation ...............14 Figure 2.3: Drilling fluid loss into the formation ...................................................15 Figure 2.4: Basic units of clay minerals and the silica and alumina sheets ........ 16 Figure 2.5: Schematic representation of Montmorillonite clay (bentonite) Structure ............................................................................................17 Figure 2.6: Schematic representation of the fixed and diffused double layer near a clay surface ...........................................................................19 Figure 2.7: Particle size scale ............................................................................ 20 Figure 2.8: Pore throat sizes in rocks ................................................................. 21 Figure 2.9: Surface area to volume ratio of same volume of materials............... 21 Figure 2.10: Schematic representation of NPs in invert emulsion fluid ............... 25 Figure 2.11: A characteristic filtration plot of drilling fluid during drilling .............38 Figure 2.12: Three Types of Filtration Curves .................................................... 39 Figure 2.13: Bridging effects with varying particles diameter in pore throat ....... 42 Figure 2.14: Overview of Filtration mechanisms ................................................45 Figure 2.15: Effect of particle diameter on collision probability ........................... 46 Figure 2.16: NPs plugging probability during drilling ..........................................47 Figure 3.1: Schematic representation of the ex-situ method for NP-based drilling fluid preparation ...................................................................50 Figure 3.2: Schematic representation of in-situ NP-based drilling fluid ..............53 Figure 3.3: Schematic of In-situ prepared CaCO3 NPs-based drilling fluid using CO2 ........................................................................................55 Figure 3.4: Drilling fluid loss apparatus for a) LTLP and b) HTHP tests ............ 59 Figure 3.5: Fann Model 35A viscometer for measuring viscosity .......................60 Figure 3.6: OFITE drilling fluid lubricity tester .....................................................62 Figure 4.1: X-ray diffraction pattern for the ex-situ prepared iron-based NPs. ...64 Figure 4.2: X-ray diffraction pattern of ex-situ prepared Fe(OH)3 NPs collected on the filter paper ..............................................................65 Figure 4.3: Particle size distribution histogram of water droplet obtained from a water-in-oil emulsion by dispersing water into base-oil with the aid of primary emulsifier ....................................................66 Figure 4.4 : TEM photographs and corresponding particle size distribution histograms of ex-situ prepared Fe(OH)3 NPs in the range between a) 1-120 nm and b) 1-30 nm ............................................................ 68 Figure 4.5: SEM Images at 48x magnification of mud cakes following API LTLP filtration tests a) without NPs, b) with in-situ NPs (90/10 oil/water invert emulsion mud and 1 wt% Fe(OH)3 NPs) .................69
xiii
Figure 4.6: Elements contained in mud cake a) without NPs, b) with Fe(OH)3
NPs as per EDX analysis .................................................................70 Figure 4.7: Photos comparing NP-based and original invert emulsion drilling fluids (Invert emulsion (90 vol. oil/10 vol. water); 1 wt% Fe(OH)3 in-situ prepared NPs).......................................................................71 Figure 4.8: Mud cake of drilling fluid with commercial NPs and without NPs ... 73 Figure 4.9: Mud Cakes with thickness of a) DF only, b) DF+LCM, c) DF +LCM with 1 wt % ex-situ NPs, and d) DF+LCM with 1 wt % in-situ NPs ...........................................................................77 Figure 4.10: Mud Cakes of a) DF only, b) DF+LCM, c) DF with 1wt % ex-situ NPs and d) DF with 1wt % in-situ NPs ........................................... 78 Figure 4.11: Filter cakes obtained following API HTHP tests on invert emulsion drilling fluids with and without Fe(OH)3 NPs and Gilsonite LCMs ...82 Figure 4.12: Mud cakes obtained following API HTHP tests on invert emulsion drilling fluids with in-house prepared NPs only ............................... 83 Figure 4.13: Quality of unblended and blended mud cake ................................. 85 Figure 4.14: Rheological behavior of drilling fluid containing a) LCM together with in-house prepared 1 wt% Fe(OH)3 NPs, b) 1 wt% Fe(OH)3 NPs no LCMs. ................................................................................89 Figure 4.15: Gel strength behavior of drilling fluid a) with LCM and NPs together ex-situ and in- situ method b) in the absence of LCM, with NPs only ex-situ and insitu method ........................................91 Figure 4.16: Shelf life of drilling fluid samples in terms of rheology behavior ......92 Figure 4.17: Aging effect of drilling fluid samples in terms of gel strength Behavior ......................................................................................... 92 Figure 4.18: Apparent viscosity at 600 rpm of 3 invert emulsion drilling fluids provided by different supplies in the presence and absence of 1 wt% Fe(OH)3 NPs. Composition of invert emulsion: (90:10) oil: water (v/v) ........................................................................................99 Figure 4.19: X-ray diffraction pattern of ex-situ prepared CaCO3 NPs starting from the aqueous precursor salts .................................................. 104 Figure 4.20 : TEM photographs of ex-situ CaCO3 NPs at two different magnifications ............................................................................. 105 Figure 4.21 : Particle size distributions of ex-situ prepared CaCO3 NPs ........... 105 Figure 4.22 : SEM images of mud cake a&b) without NPs ;c&d) in-situ CaCO3 NPs (R2); and e&f) in-situ CaCO3 NPs (R5) ................... 107 Figure 4.23 : Elements containing mud cake a) without NPs,b) with In-situ NPs (R2) and c) with in-situ NPs (R5) from EDX data ...... 109 Figure 4.24 : Available pore openings (nm) in mud cake of DF without NPs............................................................................................... 110 Figure 4.25: Particle size distribution of in-situ CaCO3 NPs, prepared by reactions (R2) and (R5), in the mud cake .................................... 110
xiv
Figure 4.27: Rheological behavior of invert emulsion drilling in presence and absence of 4 wt% in-house prepared CaCO3 NPs. No LCMs added ........................................................................................... 119 Figure 4.28: Gel strength behavior of invert emulsion drilling fluid in presence and absence of 4 wt% in-house prepared CaCO3 NPs. No LCMs added ........................................................................... 119 Figure 4.29: LPLT fluid loss behavior of different ex-situ NPs in invert emulsion drilling fluid ..................................................................... 123 Figure 4.30: LPLT fluid loss behavior of different in-situ NPs in invert emulsion drilling fluid .................................................................... 123 Figure 4.31: Different NPs and NPs-containing drilling fluid stability Evaluation ..................................................................................... 125 Figure 4.32: NPs-containing drilling fluid filter cakes (thickness <1 mm) ........... 125 Figure 5.1: Filtrate volume variation with square root of time in the presence and absence of in-situ and ex-situ prepared Fe(OH)3 NPs ................................................................................. 131 Figure 5.2: Filtrate volume variation with square root of time in the presence and absence of in-situ and ex-situ prepared CaCO3 NPs ............ 131 Figure 5.3: Mud cake permeability variation with time in the presence and absence of in-situ and ex-situ prepared Fe(OH)3 NPs ................... 132 Figure 5.4: Mud cake permeability variation with time in the presence and absence of in-situ and ex-situ prepared CaCO3 NPs.................... 133 Figure 5.5: Comparison of permeate (filtrate) flux with time in the presence and absence of in-situ and ex-situ prepared Fe(OH)3 NPs ........... 136 Figure 5.6: Comparison of permeate (filtrate) flux with time in the presence and absence of in-situ and ex-situ prepared CaCO3 NPs .............. 136 Figure 5.7: Variation of Mud cake thickness with time for NP-based fluid ....... 140 Figure 5.8: Effect of particle sizes of DF (dp =2-200 μm in DF) on Peclet Number.......................................................................................... 144 Figure 5.9: Effect of Fe(OH)3 and CaCO3 NPs size in DF ranges from 0.001-0.3 μm (1- 300 nm) on Peclet number ................................. 144 Figure 5.10: Bingham Plastic model for Fe(OH)3 NP-based drilling fluid .......... 146 Figure 5.11: Bingham Plastic model for CaCO3 NP-based drilling fluid (R5) and (R2) refer to the reaction used to prepare the particles as detailed in section 3.2 ............................................................. 146
xv
List of Symbols, Abbreviations and Nomenclature
Symbol
Definition
Definition
A cross sectional area of the filter cake under static filtration,cm2
Ar Hamaker constant which has values generally in order of Jouls
NPC Concentration of nanoparticles,molarity
BMD Brownian diffusion coefficient, cm2/sec
NPD diffusion co-efficient of nanoparticles,cm2/sec
Evdw Van der Waals potential energy, Jouls
J total flux, moles/cm2-s
DiffusionJ diffusion flux of NPs, moles/cm2-s
advectionJ advection flux, moles/cm2-s
M Molarity, (mol/L)
N rotor speed (rpm)
Pe Peclet number
Qc volumes of the filter (cm3) cake at a given time, (cm3/min)
Qf volume of filtrate in (cm3) at a given time,(cm3/min)
R radius of the particle,cm
S filter effective surface area = 62.06 cm2
T absolute temperature,K
U characteristic velocity of flow,cm/sec
Vt sedimentation velocity of particles in dilute suspension,cm/sec
V volume of permeate or filtrate in mL
Yp yield point (lbf/100ft2)
ac collector radius or collector characteristics length,cm
ap particle radius,cm
dg diameters of the grains,cm
dp diameters of the particles,cm
dNP nanoparticles diameter,cm
h distance between the particles (nm)
hmc thickness of the mud cake at a given time, cm
k permeability in darcies
Bk Boltzman constant= 1.38X10-23 J/K
xvi
r ratio between the volume of the filter cake at a given time to the volume of
the fluid filtrated in the filter press t time in sec
∆P differential pressure in atmospheres ,(atm)
Shear stress,Pa
Yield stress,Pa
Shear rate ,sec-1
µ dynamic viscosity of the liquid,cP
density of the particles,g/cm3
density of liquid, g/cm3
collision probability
φ porosity of medium
μp plastic viscosity (cP)
viscometer dial reading (o)
ϴ600 dial readings at 600 rpm
ϴ300 dial readings at 300 rpm
Abbreviation
Abbreviation
AADE The American Association of Drilling Engineers
LC50 Lethal concentration used as an indicator of the toxicity of a compound
LTLP Low Temperature and Low Pressure
NPs Nanoparticles
OBM Oil based mud
SEM
Scanning electron microscopy
TEM
Transmission Electron microscopy
WBM Water based mud
XRD
X-ray diffraction analysis
nm nanometer
1
Chapter One: Introduction
1.1 Problem statement and significance of the research
The success of any well-drilling operation depends on many factors and one of the most
important is the drilling fluid. Drilling fluids, a.k.a. drilling mud, are circulated from the
surface into the drill string and subsequently introduced to the bottom of the borehole as
fluid spray out of drill bit nozzles and back to surface via the annulus between the drill
string and the well hole. Drilling fluids cool down and lubricate the drill bit, remove
cuttings from the hole, prevent formation damage, suspend cuttings and weighting
materials when circulation is stopped, and cake off the permeable formation by
retarding the passage of fluid into the formation (ASME, 2005). However drilling
operations face great technical challenges with drilling fluid loss being the most notable
of them. Drilling fluid loss is defined as the partial or complete loss of fluid during drilling.
Loss of fluid, in turn, impacts the cost of drilling. The cost of the drilling fluid system
often represents one of the single peak capital expenditure in drilling a new well and can
bump up swiftly when drilling deep holes, complex formations or in remote locations
(Abdo and Haneef, 2010). According to a recent in-house estimate, fluid losses during
drilling costs the industry around $800 million per year. Regardless of the real number
of the economic impact in this segment, it represents a very large portion of the total
non-productive expense for drilling a well and therefore fluid loss/circulation loss issues
have intensified than past. Provided that the overall economics prove to be favorable, a
more efficient route needs to be addressed during drilling by eliminating losses of fluid
or at least controlling them to the extent that drilling can continue uninterrupted (Fraser
et al., 2003). Therefore, drilling fluids are typically formulated with loss circulation
materials (LCMs). The primary function of LCM is to plug the zone of loss in the
formation, away from the borehole face so that subsequent operation will not suffer
additional fluids losses. LCM forms a barrier which limits the amount of drilling fluid
penetrating the formation and prevents loss (Chenevert and Sharma, 2009). Most of the
new lost circulation materials have been developed in the past 10 years (McLean et al.,
2
2010). However, using these existing lost circulation materials are not found so effective
to serve their primary goals of curing fluid loss. Current experience shows that it is often
impossible to reduce fluid loss successfully with these micro and macro type fluid loss
additives due to their physio-chemical and mechanical characteristics, e.g. size, surface
charge, solvation and mechanical resistance etc., thus raising the economic
consequences of non-productive drilling time (Chenevert and Sharma, 2009; Fraser et
al., 2003). For example, LCM with diameters in the range of 0.1-100 µm may play an
important role when the cause of fluid loss occurs in 0.1 µm-1 mm porous formation. In
practice, however, the size of pore opening in shales that may cause fluid loss varies in
the range of 10 nm-0.1 µm. Therefore, nanoparticles (NPs) as a loss circulation material
could fulfill the specific requirements by virtue of their size domain, hydrodynamic
properties and interaction potential with the formation (Amanullah et al., 2011; Srivatsa,
2010; Abdo and Haneef, 2010). Alternatively, NPs can help bridging empty gaps
between macro LCMs, and therefore, providing an effective seal to formation with larger
pore throat size. The plugging of pore throats by the use of nanoparticles is a new
approach for controlling fluid penetration into shales and could significantly reduce
wellbore instability problems (Sensoy,2009). Pore space is defined as a collection of
channels through which fluid can flow. The effective width of such a channel varies
along its length. Pore bodies are wide portions and pore openings or pore throats are
the relatively narrow portions that separate these pore bodies (Nimmo,2004).
NPs thus could be a promising option for the development of drilling fluids to provide the
effective sealing, filling and cementing properties resulting in the reduction of porosity,
permeability of the wellbore formations and thereby prevent the loss of fluid. This is not
viewed as formation damage, since these particles can be used during the drilling
operation far from reservoir formation. These particles are ultrafine in nature and
possess very high specific surface area of interactions. By adding small quantities of
NPs in drilling fluid ensuring mixing at the molecular level, wrapping and
interpenetrating network structures to achieve this new class fluid. By forming a thin, low
permeability filter cake which seals pores and other openings in the formations
3
penetrated by the drill bit as shown in Figure 1.1, NP-based drilling fluid could also
prevent unwanted influxes of formation fluids into the borehole from permeable rocks
penetrated during drilling. Kanj et al. (2009) suggested that small particles of high
concentrations might bridge across the pore throat. Again smaller particles aggregate
around larger ones to fill the tinier spaces and hence effectively plug the pore opening
spaces. In water-based drilling fluids, NPs of mixed metal hydroxides (MMH) have
already been used to replace polymers as viscosity modifying agents (Agarwal et al.,
2009). NPs of MMH work as a bridging material, which promotes aggregation between
the platelets of bentonite/montmorillonite clay to form a gel structure. Particle size and
surface characteristics of NPs can also be easily manipulated in water-in-oil emulsions
in a similar fashion to those formed in (w/o) microemulsions (Husein and Nassar,
2007a&b).
Figure 1.1: Schematics showing a) fluid loss control using NPs along with LCM, mechanism of pore throat blocking by b) plugging and sealing, c) bridging and mud
flow restriction by NPs only, and d) fluid loss using conventional LCM.
a) b)
c)
d)
No/ Partial fluid loss using NPs
Mu
d
flo
w
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Fluid loss without using NPs Mu
d
flo
w
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--
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--
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-
-
-
-
-
-
-
-
-
Legend
LCM
Nanoparticles
4
In light of the aforementioned functional properties of NPs, our approach consisted of
developing tailor made NP-based drilling fluid which would best interact with the rest of
the drilling fluid components as well as the formation and reduce fluid loss during
drilling, meanwhile optimize the functionality of the drilling fluid over a wide range of
conditions; including temperature, pressure, drilling environment and formation.
Moreover, the proposed NP-based fluid would reduce the total solids and/or chemical
additives to the typical drilling fluid leading to an overall lower fluid cost (Amanullah et
al., 2011; Abdo and Haneef, 2010; Mokhatab et al., 2006).
1.2 Research Objectives
This research investigates the role of in-house prepared dispersed NPs in reducing
drilling fluid loss and the impact their existence might have on drilling fluid
characteristics; including viscosity, density, pH and lubricity. The hypothesis is that
dispersed NPs in drilling fluids are better able to conceal pores as a result of a fine
balance between particle dispersion and deposition onto micro and nanopores. As
shown in Figure1.1, the NPs will selectively deposit over fine pores or will conceal gaps
between already deposited clay particles. Such research will be the key to unlocking the
problems of inter channel pore clogging of formation (keeps away the migration of
drilled fines entering the pores), reduce fluid loss and improve the productivity of the
wells. In order to meet the challenge of improving the properties of drilling fluid, this
research has been undertaken with several parallel developments of NPs. These well-
dispersed NPs employed in fluid formulation are unique and have high surface energy,
which can readily attach with other additives and create a barrier to lower the fluid loss
in an efficient manner. All this needs to be achieved without introducing fundamental
property change in the drilling fluid. The overall goals of this research are therefore, to
develop a method for in-house preparation of NPs, which can be easily mixed and
stabilized in water as well as invert emulsion based drilling fluids, and to evaluate the
performance of the final product. Low aromatic hydrotreated oil was selected, since
such a base oil makes the invert emulsion fluid more environmentally friendly.
Accordingly, the objectives of this research are summarized as follows:
5
1) In-house synthesis and characterization of NPs and the preparation of stable NP-
based drilling fluids.
2) Study the impact of the presence of the NPs on drilling fluid loss using API low-
temperature-low-pressure (LTLP) test as well as the high-temperature-high-pressure
(HTHP) test. Both oil-based and water-based drilling fluids were tested.
3) Detail the effect of NPs on drilling fluid properties; including viscosity, density, pH
and lubricity.
4) Investigate how the behavior of NPs in the drilling fluid is affected by other
components of the drilling mud.
5) Investigate the possibility of eliminating other loss circulation material (LCM)
additives as a result of NPs addition, which may lead to an overall drilling fluid price
reduction.
The project has been divided into four main phases:
Phase one: In-house, in-situ and ex-situ, preparation of the dispersed Fe(OH)3(s) NPs
in the drilling fluid and their characterization:
1. NPs of Fe(OH)3(s) were successfully prepared in-house. Two schemes were
used. Ex-situ scheme, where the NPs were prepared by aqueous reactions of the
precursor salts and the product NPs mixed with the drilling fluid. In-situ scheme,
where the aqueous precursors were directly added to the drilling fluids, and the
NPs nucleated within the drilling fluid.
2. Characterization of the ex-situ prepared particles, which included particle
identification using X-ray diffraction (XRD), and determination of particle size
distribution using transmission electron microscopy (TEM).
3. Characterization of the in-situ prepared particles followed their collection on the
filter cake; including particle identification using energy-dispersive X-ray
spectroscopy (EDX), and determination of particle size distribution using
scanning electron microscope (SEM).
6
4. Study the fluid loss of NP-based drilling fluid following API low temperature and
low pressure (LTLP) and high temperature and high pressure (HTHP) filter press
protocols. Also, determining the thickness of the resultant filter cake, since thin
filter cake prevents stuck pipe during drilling.
5. Characterize the NP-based drilling fluid in terms of its viscosity, density, pH and
lubricity.
Phase two: In-house, in-situ and ex-situ, preparation of CaCO3(s) NPs in the drilling
fluid and their characterization:
1. NPs of CaCO3(s) were prepared in drilling fluid. Three schemes were used in this
case. Ex-situ scheme, where the NPs were prepared by aqueous reactions of the
precursor salts and the product NPs mixed with the drilling fluid. Two schemes of
in-situ preparation of the CaCO3(s) NPs were adopted. In one scheme the
aqueous precursor salts were directly added to the drilling fluid, and the NPs
nucleated in the drilling fluid, while in the other scheme an aqueous calcium salt
was added to the drilling fluid followed by CO2(g) bubbling. This scheme of in-situ
preparation of the CaCO3(s) particles helps creating the particles in the drilling
fluid while in the formation, and therefore, prevents any changes to the nature of
particles during drilling.
2. Characterization of the ex-situ prepared particles included particle identification
using X-ray diffraction (XRD), and particle size determination using transmission
electron microscopy (TEM).
3. Characterization of the in-situ prepared particles followed after their collection on
the filter cake; including particle identification using energy-dispersive X-ray
spectroscopy (EDX), and determination of particle size distribution using
scanning electron microscope (SEM).
4. Study the fluid loss of NP-based drilling fluid following API low pressure and low
temperature (LTLP) and high pressure and high temperature (HTHP) filter press
protocols. Also, determining the thickness of the resultant filter cake, since thin
filter cake prevents stuck pipe during drilling.
7
5. Characterize the NP-based drilling fluid in terms of its viscosity, density, pH and
lubricity.
Phase three: In-house, in-situ and ex-situ, preparation of BaSO4(s) and FeS(s) NPs in
the drilling fluid by two methods and characterize their LTLP fluid loss property only.
1. NPs of BaSO4(s) and FeS(s) were successfully prepared in-house. Two schemes
were used. Ex-situ scheme, where the NPs were prepared by aqueous reactions
of the precursor salts and the product NPs mixed with the drilling fluid. In-situ
scheme, where the aqueous precursors were directly added to the drilling fluids,
and the NPs nucleated within the drilling fluid.
2. Study only the fluid loss of NP-based drilling fluid following API low pressure and
low temperature (LTLP) protocol.
Phase four: This phase involves developing a mathematical model to describe fluid
loss and cake growth using NPs as a lost circulation material.
1.3 Organization of the Thesis
This thesis is organized into six chapters. The first chapter presents a brief scope of the
research and its significance. General overview of lost circulation material used in
drilling fluid and challenges faced while drilling is introduced. Introduction of NPs as new
lost circulation materials and its potential application in fluid loss reduction are
explained.
Chapter two presents an extensive literature review on drilling fluids, nanoparticles
(NPs), NP-based drilling fluid, filtration mechanism and governing equation used in
filtration process.
In Chapter three, experimental methods used for in-house NPs preparation (ex-situ and
in-situ) is explained together with methods used to characterize the NPs and the NP-
based drilling fluids.
8
Results obtained from the experimental works are discussed and analyzed in detail in
Chapter four. NP-based fluids are compared with the base fluid in terms of fluid loss at
LTLP and HTHP conditions, density, viscosity and lubricity. TEM and XRD analyses
reveal the ex-situ prepared NPs characterization, whereas SEM images of mud cake
unveiled the characteristics of in-situ prepared NPs.
Chapter five deals with modeling of NP-based fluid filtration performance through
porous media (API filter paper) at LTLP condition. The cake thickness growth model at
30-min time period are proposed. Also Bingham plastic model are used to describe the
rheological behavior of NP based fluid.
Chapter six presents the conclusion drawn from the work, original contributions to
knowledge and recommendation for future research to extend this study.
9
Chapter Two: Literature Review
This chapter reviews the drilling fluid general functions and their related challenges, clay
chemistry, nanoparticles properties and previous experimental studies of drilling fluid
properties using lost circulation materials and nanoparticles with particular reference to
those which are directly relevant to the subject under investigation.
2.1 Introduction
Drilling fluids are composed of a number of liquids and gaseous fluids and mixtures of
fluids and solids (Vasii,2008). A drilling fluid is typically used in a drilling operation in
which that fluid is circulated or pumped from the surface, down the drill string and is
subsequently introduced to the bottom of the bore hole as it squirts out of nozzles on
the drill bit and back to the surface via the annulus as shown in Figure 2.1.
Figure 2.1: Drilling mud circulation down the drill pipe (courtesy of Payson Petroleum, reprinted by permission).
10
Large pumps are used to circulate the mud on a drilling rig. They pick up the mud from
the mud tank and force it into and down the drill string and to the bit. Typical pressure at
the exit of these pumps can be as high as 7,500 psi (52,000 kPa) (Dyke and
Baker,1998). At the bit the mud jet out of the bit nozzles to move cuttings away from the
bit. The mud then moves back up the hole to the surface. The mud picks up cutting
made by the bit and carries them as it returns to the surface. The mud and cuttings
return to the surface in the annulus between the outside of the drill string and the inside
hole. At the surface, the mud and cuttings leave the well through a side outlet with a
pipe called the mud return line. At the end of the flow line, mud and cuttings fall on to a
vibrating screen (or sieve) named as shale shakers which is the device on the rig for
removing drilled solids from the mud. A wire-cloth screen vibrates while the drilling fluid
flows on top of it. The liquid phase of the mud and solids smaller than the 200 wire
mesh (< 74 μm) pass through the screen and go back to the pits while larger solids are
retained on the screen and eventually discarded (ASME, 2005; AADE,1999;
Chilingarian and Vorabutr, 1983).
2.2 Drilling fluid Classification
Drilling fluids are typically classified according to their base material into water-based
muds and oil-based muds. In water-based muds (WBM), water is the continuous phase
and solid particles are suspended in water or brine. Oil-based muds (OBM) are exactly
the opposite. Oil is the continuous phase and solid particles are suspended in oil, water
or brine is emulsified in the oil by surfactants (ASME, 2005; Srivatsa, 2010). Oil based
drilling fluids have definite advantages when compared to water based fluids. These
include maintaining stable rheology and filtration control for extended periods of time
and increased lubricity. In addition, oil base drilling fluids can be used to drill through
most troublesome shale formations due to their inherent inhibitive nature and
temperature stability (Mas et al.,1999). The filtrate from a water based mud may cause
clays in the formation to swell and disperse, which can cause severe damage to well
productivity. Many instances are on record where a formation of proved productivity has
been exposed to water or water based mud and consequently production was greatly
11
decreased or in some cases completely lost (Sharma and Jiao, 1992; Tovar et al., 1994;
Argiller et al., 1999). A study has shown that drilling fluid loss costs the oil and gas
industry over $800 million per year (Fraser et al., 2003). An attempt has therefore been
made to develop an invert emulsion drilling fluid (water-in-oil) which would mitigate the
problem. Oil alone does not have the ability to form a filter cake on the wall of the bore
hole but mud additives are used to restrict the loss of fluid into permeable formations.
The filter cake or sheath is water impermeable and substantially oil impermeable so that
virtually none of the fluid base oil or the water in the fluid is lost into the formation. Even
though the filtrate is small amount of oil, fluid which may penetrate the filter cake does
not substantially affect formation permeability (Baker 1995; 2006). Therefore this oil
based system has been directed towards modification by obtaining satisfactory
suspending particles and forming thin filter cake characteristics. These have resulted in
the development of the emulsification of water or water based mud in the oil. The use of
invert emulsion oil mud has greatly increased over the past few years due to the
demands of drilling deeper and more difficult wells.
2.3 Functions of Drilling Fluids
A properly designed and maintained drilling fluid system performs the essential
functions. A drilling fluid is used to carry out the following functions (ASME, 2005;
Chilingarian and Vorabutr, 1983):
a. Removal of Cuttings. Drilled cuttings are removed that results in a cleaner hole.
The ability of a mud to carry cuttings to the surface depends partly on the
characteristics of the mud and partly on the circulating rate in the annulus. When
the pump capacity is too low to provide adequate annular velocity for cuttings
removal, increasing the mud viscosity particularly the yield point may result in a
cleaner hole.
b. Suspension of Cuttings. Good drilling fluids have thixotropic properties that
caused the solids particles, being carried to the surface, to be held in suspension
when circulation is stopped.
12
c. Control Formation Pressure. It is a very important function of drilling fluid
because it is the first line of defense against possible blowouts.
d. Caking off Permeable Formations. A good drilling fluid provides filtration
properties that retard the passage of fluid into the formation. In many cases it
may be necessary to add fluid loss control additives to reduce the fluid loss.
Ideally the muds form a thin tough filter cake across the permeable formations.
This keeps the hole in stable condition. It also minimizes the quantities of mud
and filtrate entering the formation.
e. Cooling and Lubrication. During drilling operations, both the drill string and the bit
develop heat through friction. Drilling mud helps to cool the drill string and also
provides lubrication by reducing friction between drill string and borehole walls.
Thus the lubricity of the mud is important. The cooling function depends upon the
thermal conductivity of the mud.
f. Reduce Formation Damage. Formation damage is very much tied to the filtration
properties of the mud. Damage from filtrate invasion depends on the quantity of
filtrate entering the formation.
g. Minimize Corrosion. In water based mud corrosion is controlled by alkalinity or by
addition of corrosion inhibitors. It has been found that in muds containing oil as
the continuous phase, little or no corrosion occurs.
2.4 Drilling fluid related challenges
Many drilling problems are due to conditions or situations that occur after drilling begins
and for which the drilling fluid was not designed. Zamora et al. (2000) discussed 10
mud-related concerns. Failure to adequately address these concerns can lead to
excessive well costs, unscheduled trouble time, unnecessary high-risk activities, and
poor performance. Some of these problems can be solved by adding materials to the
drilling fluids to adjust their properties. The top 5 mud related problems are found
directly relevant to the subject under investigation and described as follows:
13
a. Borehole instability. Borehole instability is common problems in shale section.
Any formation can collapse if the mud weight is not appropriate to control it. To
minimize its borehole instability, proper mud characteristics (mud viscosity, drag
and torque reduction and fluid loss) are important.
b. Stuck pipe. During drilling oil and gas wells, drill string consisting of pipes and
collars are used to drill the formation. Filtrates invade permeable zones and filter
cakes are deposited on the wall of holes. A portion of the drill string is then
embedded in the mud cake on the walls of the borehole. When the drill string is
no longer free to move up, down or rotate, the drill pipe is supposed to stuck.
This problem is generally caused by the drill pipe sticking to the mud cake on the
wall of the wellbore due to filtrate loss in the wall of the well and the formation of
a thick filter cake or due to the cuttings backing into the wellbore as drilling fluid
circulation is stopped. The pull force to free the pipe is a function to the
differential pressure, co-efficient of friction and the total contact area of the pipe
on the hole wall. The co-efficient of friction (CoF) is one of the important functions
of drilling fluid. An oil-based drilling fluid has co-efficient of friction (CoF) of 0.10
or less (metal to metal) (Chang et al.,2011). In comparison, water has a CoF of
0.34 and the CoF of water-base drilling fluids typically ranges between 0.2 and
0.5 (Chang et al., 2011). It is known that presence of ordinary materials in drilling
mud can cause increased viscosity and mud weight (Dickerson and Rayborn,
1992). This high mud weight can cause damage to sub-surface formations,
plugging of production zones, hole erosion, decreased penetration rate, pipe
failures, stuck pipe and lost circulation (Amoco, 1996; BHI, 1998; Reid et al.,
2000; Njobuenwu and Nna, 2005). So in order to decrease probability of stuck
pipe it is necessary to design new materials which do not increase viscosity and
mud weight (Paiaman and Al-Anazi, 2008). To minimize differential sticking,
The test sample is completely immersed between the ring and block. The apparatus
runs for 5 min in order to coat the metal test pieces with the sample fluid. The torque
adjustment handle is then turned until 150 inch-pounds of torque have been applied to
the test block. The machine again runs a 5 min stabilization period. A friction coefficient
reading is then taken. Additional readings are taken every 5 min until three consecutive
readings agree within ±2 units. The drilling fluid lubricity coefficient can be calculated
using the following equation as given in the Ofite manual (Ofite lubricity tester manual,
2011).
Coefficient of friction = applied load torque lb
ring the turn to force lb =
100
Reading Meter (E3.5)
Coefficient of Friction (CoF) is used to quantify how readily two surfaces slide in the
presence of a lubricant or oil. It is a key factor which directly affects the torque and drag.
The lower the value of the coefficient of friction, the higher the lubricity, or vice-versa.
The torque reduction at a given load can be calculated using the following equation.
Percent torque reduction at given load = 100xA
B(A
L
LL ) (E3.6)
where AL = Torque meter reading of untreated mud (inch-pounds)
BL = Torque meter reading of treated mud (inch-pounds)
63
Chapter Four: Results and Discussion
Initially the experimental analysis was performed on the base drilling fluid, mostly invert
emulsion containing all ingredients, e.g. organophilic clays, primary and secondary
emulsifiers, brine, etc. except for the lost circulation materials (LCMs), to understand the
nature of the fluid loss, and later with drilling fluid containing conventional LCMs, i.e.
Gilsonite. The next step was to test these fluid systems in the presence of in-house
prepared nanoparticles (NPs), and commercial Fe2O3 NPs. Concentrations between 1-4
wt% NPs were used depending on the stability of the NPs in the drilling fluid (Husein et
al., 2012 a&b; Zakaria et al., 2012). Needless to say that low concentrations were
targeted to study large-scale application. Results pertaining to the detailed preparation
and performance of Fe(OH)3 NPs are presented first. Then, the preparation and
performance of CaCO3 NPs were considered in details, due to the wide application of
CaCO3 particles in drilling fluids (Manea, 2012; Simon et al., 2010; Whitfill at al., 2003).
Finally the preparation and performance of BaSO4 and FeS NPs were considered in
order to prove the applicability of the in-house preparation method developed in this
work to other NPs. It should be noted also that BaSO4 and FeS are widely used as
weighting material in drilling fluids (Scott and Robinson, 2010; Moore and Cannon,
1936). In all cases the NP-based fluids were compared with the corresponding control
DF samples. The use of NPs to increase the mud density, while minimizing sagging was
demonstrated by other groups (Amanullah et al., 2011). Therefore, the characteristics of
NP-based DF were evaluated by measuring mud weight, pH, viscosity, gel strength, API
LTLP and HTHP filter tests and lubricity as described in Chapter 3.
4.1 Fe(OH)3 Nanoparticles (NPs) Characterization
The structure of the ex-situ prepared Fe(OH)3(s) NPs was determined using X-ray
diffraction (XRD) patterns, whereas its particle size distribution was evaluated using
TEM photographs. Detailed particle characterization is provided herein.
64
4.1.1 X-ray diffraction analysis
The X-ray diffraction pattern of the ex-situ prepared NPs shown in Figure 4.1 indicates
no evidence of strong distinct peaks which would be expected from a crystalline
material. This said, the most likely product as suggested by the figure is Fe(OH)3(s). The
peak maximum around 2θ= 35° can be attributed to the presence of aggregates
dispersed in an amorphous phase (Zakaria et al., 2012). Streat et al. (2008) has also
prepared ferric hydroxide using ferric chloride and stoichiometric quantity of sodium
hydroxide in deionized water and reported the same XRD pattern.
Figure 4.1: X-ray diffraction pattern for the ex-situ prepared iron-based NPs.
Reaction pH might affect the final nature of the iron oxide/hydroxide product. The
optimum pH for the precipitation of Fe(OH)3(s) is found 5 (Zakaria et al., 2012). Liu et al.
(2005) reported the same initial pH level of the precipitated amorphous Fe(OH)3
prepared from aqueous FeCl3 and NaOH precursors. Phase transformation of Fe(OH)3
gel to α-Fe2O3 particles was impacted by the pH range. In a different study, Cai et al.
(2001) found that at room temperature the reaction pH affected the crystallinity of iron
oxide material. They reported narrow and distinct peaks for 1.5≤ pH< 4. At pH= 4 there
were two broad and less intense peaks similar to the ones appearing in Figure 4.1
suggesting poor crystallinity. At pH≥ 6, crystallinity was re-gained. It is to be noted that
65
amorphous iron (III) hydroxide can transform into α-Fe2O3, β-FeOOH or α-FeOOH with
the change in reaction temperature (Nassar and Husein, 2007a). The X-ray diffraction
pattern of a filter cake collected following LTLP test of a drilling fluid containing ex-situ
prepared Fe(OH)3 NPs and organophilic clays is shown in Figure 4.2. The pattern in
Figure 4.2 suggests that Fe(OH)3 NPs acted as intercalating agents and had entered
into the crystallite layers of bentonite clay. It is believed that such a structure of
nanometal-clay composite could improve drilling fluid properties; including loss
prevention and wellbore strengthening. In addition, this structure suggests good
compatibility, dispersion and communication between the NPs and the rest of the drilling
fluid constituents, which ultimately could offer better functionality than regular bentonite
clays. NPs embedded randomly on the surface of clay particles promote gelation of the
bentonite particles (Baird and Walz, 2006; Lee et al., 2010). Similar observation was
also reported by Fernandez et al. (2010) using acrylamide polymer with bentonite clays.
An important outcome of good gelation is inhibition of clay swelling as reported by Mei
et al. (2011).
Figure 4.2: X-ray diffraction pattern of ex-situ prepared Fe(OH)3 NPs collected on the filter paper.
66
4.1.2 Water droplet size distribution
Emulsion samples were prepared by mixing water with the similar type base oil (low
aromatic oil) and the primary emulsifiers used in the drilling fluids formulation but no
solids, i.e. bentonite, were used. The water droplets were observed in the oil phase by a
microscope. It was clear that 10/90 (V water/V oil) contained droplets size from 1-30 µm
with mean droplet diameter at 20 µm as shown in Figure 4.3. Water-in-oil (w/o)
microemulsions have been demonstrated as a very versatile and reproducible method
that allows control over nanoparticle size and yields particles with a narrow size
distribution (Lopez-Quintela, 2003), by virtue of their nanometer scale water pools. In
principle, invert emulsion drilling fluid can be employed in a similar manner to prepare
NPs. However, knowing the fact that invert emulsions typically contains much larger
water pools, as shown in Figure 4.3, mixing becomes a very important parameter. In
studies by Anisa and Nour (2010) and Fjelde (2007), it was shown that stirring speed
largely affects the droplet size distribution in (w/o) emulsions. Higher shearing and
duration of stirring lead to a very tiny droplets, which can act as nanoreactors. In this
works, the NPs were stirred at 200 rpm during preparation and sheared in the drilling
fluid at 2500 rpm, which enabled them to accommodate into the water pools effectively.
Figure 4.3: Particle size distribution histogram of water droplet obtained from a water-in-oil emulsion by dispersing water into base-oil with the aid of a primary emulsifier.
67
As can be seen in Figure 4.3, most of the droplets were 11-20 µm in diameter. It should
be noted, nevertheless, that the detection limit of the instrument used was down to 0.5
μm in size. Therefore, Figure 4.3 should be considered with caution. Similar experiment
has been performed by Fjelde (2007) for 25/75 and 5/95 (V water/V oil) emulsions in the
presence of primary and secondary surfactants and water droplet sizes between 3-50
μm were reported for both mixes at different temperatures. Generally, the water droplets
in an emulsion may vary in size from less than 1 μm to more than 1000 μm (kokal,
2006). Typically in oil based drilling fluids, macroemulsion, which may have droplet
sizes in the range from 0.1-100 μm (Kokal, 2006; Bumajdad et al., 2011), are used.
Generally microemulsions consist of nano-sized water pools dispersed within the
bulk organic phase which act as nanoreactors for the chemical reduction of the metallic
precursors and metallic nanoparticle preparation (Kitchens,2004). Size of the particles
can be controlled by surfactant/co-surfactant type, concentration of the reagents and
water/surfactant molar ratio (Zielińska-Jurek et al.,2012). The total concentration of
metal ions under the present experiment is so small that the influence of water droplet
size has no great influence on the nanoparticles formation and growth. Moreover, the
growth and agglomeration of metal particles in water pools and renders particle sizes in
the nm scale (Husein and Nassar, 2008).
4.1.3 Size distribution of ex-situ prepared Fe(OH)3 NPs
The TEM photographs and the corresponding particle size distribution histogram for the
ex-situ prepared Fe(OH)3 are shown in Figure 4.4. The histogram shows a spread in the
size distribution with most of the population falling in the range between 1-30 nm. The
photograph confirms that there is good degree of agglomeration, which must have
resulted from the high degree of collision between the precipitated particles while
shearing, especially since no surfactants were added to the aqueous phase.
68
Figure 4.4: TEM photographs and corresponding particle size distribution histograms of the ex-situ prepared Fe(OH)3 NPs in the range between a) 1-120 nm and b) 1-30 nm.
Dispersing the ex-situ prepared NPs by ultrasonication in methanol for 10 min before
deposition on the TEM grid did not seem to eliminate aggregation, despite the fact that
the NPs were not found to exhibit magnetic properties. Therefore, it is concluded that
this agglomeration at room temperature is not due to magnetic attraction, but rather due
to the high surface energy of the particles (Bumajdad et al., 2011). Once mixed with the
drilling fluid, the surfactant rich stabilized invert emulsion, or water-based muds, limits
the aggregation of the ex-situ prepared particles, especially since the concentration of
NPs in the drilling fluid is kept very low, < 5 wt%. On the other hand, in-situ prepared
NPs are expected to be very well dispersed by virtue of the surfactant component of the
drilling fluid mix.
The wide size distribution of particles has prompted an investigation on the
filtration characteristics of LCM-free NP-based drilling fluid. The results of this
investigation are detailed below.
4.1.4 Determination of particle size of in-situ prepared Fe(OH)3 NPs
When NPs are prepared in-situ within invert emulsion drilling fluids, it is not easy to
separate the particles for characterization. Alternatively, these particles could be
characterized following their collection on the mud cake. SEM images of the mud cake
a) TEM Photographs Particle Sizes from 1 to 120 nm b) Particle Sizes from 1 to 30 nm
100 nm
Particle size (nm)
69
without and with NPs are shown in Figure 4.5a,b, respectively. The observed
morphologies of the two samples have some distinct features. The mud cake with NPs
was fully intact and displayed a very smooth surface with no visible cracks at even 48
times magnification. It is worth noting that the cake surface was covered with Fe(OH)3
particles, as was visually confirmed from the reddish brown color of the surface. The
texture of the mud cake in the absence of NPs was rough and full of cracks. It is,
therefore, plausible to believe that the voids and gap of pores were effectively filled with
NPs, and NPs acted as an effective filling agent. This said, one should also keep in
mind the effective intercalation between Fe(OH)3 NPs and the organophilic clays
reported earlier. These observations are very important for the explanation of fluid loss
prevention and lubricity reported in this study as well as wellbore strengthening reported
in a recent study, which employed the same method and NPs developed in this study
(Nwaoji et al.,2013; Nwaoji,2012). Lastly, effective adsorption/deposition of Fe(OH)3
NPs on the organophillic clays forming the cake may also contribute to a surface
chemical reactivity, which can provide further sealing. Lai et al. (2000) reported that
Cu2+ ions were effectively adsorbed onto iron oxide-coated sand. Finally, it is important
to note that mud cakes tested were LCM free.
Figure 4.5: SEM Images at 48x magnification of mud cakes collected following API LTLP filtration tests a) without NPs, b) with 1 wt% in-situ NPs (90/10(v/v) oil/water invert
emulsion mud, no LCMs).
a) b)
Crack
70
The elemental distribution mapping of EDX for the sample of mud cake without NPs and
mud cake with NPs are depicted in Figure 4.6. Through elemental analysis it was
determined that 0.7 wt% of iron ion was found on the mud cake. Results indicated that
iron ions could trap into the micropores and mesopores of the cake-containing clays. It
can be also attributed to diffusion of adsorbed metal species from the surface into the
nanopores, which are the least accessible sites of adsorption. This is believed to
contribute to effective sealing while filtering.
Figure 4.6: Elements contained in mud cake a) without NPs, b) with Fe(OH)3 NPs as
per EDX analysis.
4.2 Drilling fluid Characterization
4.2.1 Stability of NP-based Fluid
Visual observation was used to assess the stability of the NP-based fluids. Stability
against agglomeration and sagging relates here to the ‘shelf life’ of the NP-based fluid.
Figure 4.7 shows photos of samples representing the original drilling fluid (90 vol. oil/10
vol. water) invert emulsion samples without and with in-situ prepared Fe(OH)3 NPs. The
photos show no sign of sagging or aggregation even after 4 weeks of setting at room
temperature and confirm that, at the concentration of the added NPs, no agglomeration
or sagging takes place. Therefore, no extra additives were required to stabilize the NP-
base drilling fluid. The stability of an invert emulsion system containing dispersed
particles can be attributed to a steric effect conferred by adsorbed materials, mostly
71
surfactant molecules, onto the particles (Husein and Nassar, 2008; Nassar and Husein,
2007a). Careful evaluation of the system stability as a result of NPs addition showed
that no sagging was experienced for the different NPs considered in this work; including
Fe(OH)3, CaCO3, BaSO4 and FeS, up to 5 wt% and stable samples are obtained for
several weeks. This applies to both, in-situ prepared NPs and NPs prepared ex-situ and
then mixed with the drilling fluid.
Figure 4.7: Photos comparing NP-based and original invert emulsion drilling fluids
NPs that grow or agglomerate to sizes beyond the stabilization capacity of invert
emulsion fluid might settle under gravity, which was not apparent in the above photos.
This suggests that the mixing provided during the preparation of in-situ and ex-situ NPs
as well as during mixing of ex-situ prepared NPs with the drilling mud was sufficient to
provide dispersion at a molecular level, which, in turn, leads to the formation of very
small particles that are well dispersed and stabilized in the rest of the fluid. As stated
earlier, adsorption of emulsifiers on the surface of these particles helps further
stabilizing them within the fluid. A qualitative assessment of the stability of the
nanobased fluid was done by checking its rheology behavior after 1 month which is
detailed in the rheology section.
4.2.2 LTLP Filtration
Filtration property is dependent upon the amount and physical state of colloidal
materials used in the mud. When mud containing sufficient colloidal material is used,
NP-based Fluid Original Drilling Fluid
a) b)
NP-based Fluid Original Drilling Fluid
72
fluid loss can be minimized as these materials will deposit and contribute to cake
formation, which increases resistance for fluid permeation. This resistance is highly
dependent on the structure and integrity of the filter cake. Details on the integrity and
structure of the cake were provided earlier. On the other hand, the spurt loss of the
drilling fluid is considered as one of the sources of solid particles and particulate
invasion to the formation, which can cause serious formation damage as a result of
internal mud cake formation in the vicinity of the wellbore (Amanullah et al., 2011; Al-
Hitti et al, 2005; Peng, 1990). Internal pore throat blockage may create a flow barrier
which reduces oil and gas flow. Moreover, higher particle flocculation in drilling fluid
leads to a thicker mud cake which increases the probability of differential sticking and
stuck pipe problems (Amanullah et al., 2011). This highlights the importance of using
low concentration of dispersed NPs in fluid design with virtually no spurt loss, low filtrate
volume and good quality filter cake.
4.2.2.1 Commercial NPs
At first, commercial iron oxide NPs were introduced into the commercial invert emulsion
drilling fluid as per literature procedure (Agarwal et al.,2009; Amanullah et al., 2011;
Srivatsa, 2010; Abdo and Haneef,2010), which involved mixing at 2500 rpm for 30 min.
This experiment served as bench marking. The performance towards fluid loss
prevention was very poor as can be seen in Table 4.1. It is to be noted that the original
drilling fluid (DF) was completely LCM free. A large amount of small ‘fish eyes’ (lumps of
agglomerated commercial NPs) on the NP-based mud cake was clearly seen, as shown
in Figure 4.8. It appears that, even under the high shear mixing used to prepare the in-
house NPs, commercial NPs did not seem to effectively disperse into the drilling fluid.
This, in a way, limited their interaction with the clays and resulted in a poorly structured
filter cake. The mud cake in the absence of NPs was provided for comparison. The
thickness of the mud cake developed upon filtering commercial NP-based drilling fluid
was 0.76 mm, whereas the one obtained from filtering the invert emulsion mud was 0.31
mm.
73
Table 4.1: API LTLP loss of drilling fluid in the presence and abscense of 1 wt% commercial Fe2O3 NPs. NPs were thoroughly mixed with the invert emulsion drilling fluid. No LCMs added to both samples.
Figure 4.8: Mud cake of drilling fluid with commercial NPs and without NPs.
4.2.2.2 In-house prepared Fe(OH)3 NPs
Following the hypothesis outlined earlier; in-house prepared NPs may better
interact with the drilling fluid, especially the in-situ formed ones, in-house prepared
Fe(OH)3 NPs were formulated inside, or added to, the drilling fluid. In-house Fe(OH)3
NPs at 1 wt% and size varying from 1-120 nm had better plugging performance
than commercial Fe2O3 NPs and will be detailed in the fluid loss experiments. ‘Fish
eyes’, which appeared in the mud cake containing the commercial NPs, were minimized
in the presence of the in-house; both ex-situ and in-situ, formulated NPs as can be seen
Samples Types
Commercial NPs Used (20-40 nm)
Time (min)
LPLT Fluid Loss (mL) Fluid Loss Reduction
% DF DF with
1 wt% NPs
90:10 (v/v) Oil: Water
Fe2O3/FeOOH
7.5 1.7±0.6 1.7±0.6 0
30 4.5±0.6 4.2±0.6 6.67
Commercial NP-based mud cake
Mud cake without NPs
fish eyes
74
in Figure 4.9 and 4.10. Moreover, NaCl, which is a by-product of the Fe(OH)3 formation
reaction, is commonly used as a bridging solid to prevent clay swelling and clay
dispersion, which, in turn, lead to the minimiiinm clay related formation damage (Mohan
et al., 1993; Crowe ,1990).
Generally, the characteristics of the resultant filter cake depended on the degree
of peptization or flocculation of the suspension. Stable (peptized) suspensions form
dense and compact sediments, while flocculated suspensions form more voluminous
sediments and particles are associated in the form of a loose, open network (Smith and
Hartman, 1987). Filter cake formed from stable dispersion of NPs is relatively
impenetrable, and hence, creates more resistance to flow in comparison to that formed
from flocculated commercial NPs. This might explain why in-house prepared NPs
showed better performance. In-house prepared NPs are better dispersed in the drilling
mud. Therefore, they effectively adsorbed into the pore space of clay platelets and
formed well dispersed plastering effect on the filter paper. This implies lower penetration
of drilling fluid into the formation and, hence lesser damage to the formation. In-house
prepared NPs progressively built up on the surface of the filter cake and acted as a shut
off valve. Effective mud cake resulted in much lower fluid loss as can be clearly seen in
Table 4.2.
Table 4.2: Comparative study of API LTLP fluid loss of drilling fluids with 1.6 wt% conventional Gilsonite LCM, and 1 wt% in-situ and ex-situ prepared NPs.
*Fluid loss reduction, %.
Original drilling fluid (DF) without NPs and LCM and drilling fluid with 1.6 wt% LCM were
considered as a baseline for comparative evaluation of fluid loss property of the ex-situ
platelets when squeezed through the filter cake by virtue of their high dispersion, fill the
pores and the gaps of clay network and, hence tremendously lower the fluid loss
compare to the ex-situ prepared NPs. On the other hand, for the typical LCM, particles
larger than pore opening cannot enter the pore at first and might be swept away by the
mud stream, of course under dynamic drilling.
During spurt loss period (t< 7.5 min), mud particles attempt to flow with the
filtrate through the filter paper. The emulsion droplets provide sufficient surface area for
the water-containing NPs to spread on the mud cake. This may have resulted in NPs
bridging across pore throats to form the external mud cake immediately, and thus
lowering the spurt loss. Iron oxides/hydroxides have affinity for negative charges
(Follett, 1965), while the edges of the betonite clay are negatively charged (Xu et al.,
2005; Lai et al., 2000; Follett, 1965). This may explain the high particle-clay interaction
during filtration (Xu et al., 2005; Lai et al., 2000; Follett, 1965). Fluid loss control of
drilling muds using similar approach was not reported in the literature. Most of the
literature on NP-based drilling muds considered water based muds employing
commercial NPs, and loss reduction of 40% was reported for 1-30 wt% NPs (Amanullah
et al., 2011; Srivatsa, 2010; Cai et al., 2011). Using similar explanation to Aston et al.
(2002), NPs probably acted at the interfacial region between the emulsion droplets and
the oil phase when pressure is applied during filtration and made the region viscous.
This phenomenon could slow down the flow of oil through the cake and thereby lower
the fluid loss. Moreover, there could be an additional effect from NPs acting as bridging
agents between long chain hydrocarbons, including those of LCM molecules, in the
invert emulsion drilling fluids.
76
The above results are particularly important when drilling in shale formations.
Even though shales have macro to nano pores, shales are very sensitive to water loss
since they tend to swell easily (Chenevert and Sharma,2009). Conventional LCMs will
not be able to block the nanopores due to their micron sizes. Therefore, smaller
particles, i.e. NPs, are needed to better fit the nanopores.
In order to prevent drilling and completion problems, mud cake quality and build
up characteristics are also very important. Figure 4.9 includes photographs of the mud
cake formed in the presence and absence of NPs. Compared with LCM based cake, the
NP-based drilling fluid produced thin mud cake less than 1 mm. The NP-based DF
deposited a fine thin layer of iron (III) hydroxide NPs on the cake surface. Addition of
NPs did not cause an increase in the thickness of the mud cake, especially since small
concentrations of NPs were used in fluid formulation and these NPs are believed to be
located on the top of the clays and eventually filled the gap or holes in the clay platelets.
The NPs are subsequently captured within the clay layers. This multiple layer structure
provides much better sealing, prevents further flow through the pores, and subsequently
lower clay deposit and thinner filter cake. During filtration clays provided disordered
stacking and displayed the highest permeability. NPs reduced this roughness of clay
surface by the thickness of the deposit. It could be associated with dispersion ability of
nanoparticles to be well-distributed more effectively on the surface of bentonite clays or
‘intercalation’ of NPs in clay layers provided lower permeability. This eventually
decreases the volume of the cake leads to a minimum amount of fluid in the pores.
Moreover small concentrations of NPs were used in fluid formulation. On the
other hand, large sized LCM could not lodge in the porous space of the cake and the
cake exhibited sufficient porosity to permit continued flow through it as filtration
proceeds. This, in turn, led to more clay depositing onto the cake and particles
accumulation. Moreover, Figure 4.9 c-d shows that a layer of NPs was the last to
deposit on the cake surface leading to crack-free and smooth surface. Thin filter cake
suggests a high potential for reducing the differential pressure sticking problem while
drilling.
77
Figure 4.9: Mud Cakes with thickness of a) DF only, b) DF+LCM, c) DF +LCM with 1 wt% ex-situ NPs, and d) DF+LCM with 1 wt% in-situ NPs.
Because the fluid loss performance is improved dramatically with the Fe(OH)3 NPs
additives, it raises the question as to whether conventional LCMs are still needed
to control the fluid loss, especially in light of the fact that NPs displayed a relatively wide
size distribution, at least the reported ex-situ prepared ones. These measurements
suggest that a wide size range of NPs can be used as substitutes for conventional
LCMs in the mud, e.g. Gilsonite. The hypothesis was larger size NPs would contribute
to blocking large formation pores and help bridging large voids, and once a primary
bridge is established, successively NPs, down to few nm, are trapped and thereafter
stop the filtrate from invading the formation. The filtration properties of a drilling fluid
with NPs only also consider the wall/cake building ability of the NPs with the solid
components of drilling fluid such as clays. The results of the API low temperature low
pressure LTLP experiments are shown in Table 4.3. An interesting observation was that
a wide range of NPs size distribution gave the lower filtrate volume than the Gilsonite
LCM. A reasonably low fluid loss value and thin mud cake with a thickness of less than
1 mm significantly improved the performance of the NP-based drilling fluid. These
results are summarized in Figure 4.10.
a) b) c) d)
Thickness= 0.31mm Thickness= 0.76 mm Thickness= 0.52 mm Thickness= 0.44mm
78
Table 4.3: API LTLP fluid loss comparing drilling fluid and drilling fluid with Gilsonite LCM as base cases with drilling fluid samples containing the in-house prepared Fe(OH)3 NPs only with no LCM.
*Fluid loss reduction, %.
Figure 4.10: Mud Cakes of a) DF only, b) DF+LCM, c) DF with 1 wt % ex-situ NPs and d) DF with 1 wt % in-situ NPs.
4.2.3 Filtrate Characterization
Loss of fluid from invert emulsion drilling muds usually allows oil and chemicals into the
formation. In order to provide a measure of how much NPs seeped through the filter
cake during API LTLP filtration, the concentrations of iron and calcium in the filtrate
were determined using inductively coupled plasma (ICP). In the total filtrate volume, the
Fe(OH)3 NP-based fluid reduced the calcium content 500 times relative to the drilling
mud alone. It should be noted that typically the aqueous phase of the invert emulsion
drilling fluids contain calcium hydroxide in order to control alkalinity (Chilingarian and
Vorabutr, 1983). On the other hand, no iron was found in the original drilling fluid or the
NP-based drilling fluid, as shown in Table 4.4. The results can be attributed to the fact
that clays are negatively charged and adsorbed species with high affinity to negative
charges such as iron oxide/hydroxide (Xu et al., 2005; Lai et al., 2000; Follett, 1965), as
discussed earlier. Therefore, NPs provided bridges between the clay particles reducing
thickness than ex-situ prepared NPs as shown in Figure 4.11.
Generally, the higher loss of the drilling mud with and without NPs or LCMs when
compared with low temperatures is attributed to the lower viscosity of the fluid at 177oC.
Cake thickness is proportional to filtration loss (ASME, 2005). As the mud is not being
circulated, the filter cake grows undisturbed with the filtrate rate. Table 4.6 shows fluid
loss reduction and mud cake thickness under API HTHP conditions. As temperature and
pressure go up, lower mud cake thickness in presence of Fe(OH)3 NPs is obtained.
Similar observations were reported by Javeri et al.(2011) and Paiaman and Al-
Anazi,(2008). It is true that in the absence of NPs and LCMs filter cake displayed low
thickness, but it should be noted that the filter cake was not effective towards filtrate
reduction. NPs increase the tortuous flow path and travel time of the fluid to pass
through the filter cake and lower the fluid loss.
In the presence of NPs filtration rate became slow probably due to the high level
of interaction between the NPs, Gilsonite and clays, which led to effective bridging even
at high temperature. In addition, and as noted by Aston et al. (2002), water droplets with
sizes≥ 5.5 μm tend to bridge the 3 μm pores on the filter paper. At the high
temperatures encountered in this experiment, water pools may coalesce to form larger
droplets. At the low concentration of NPs it is more likely that the particles interacted
with the rest of the mud constituent rather than merely aggregating. Moreover,
temperature affects clays by changing the orientation of the adsorbed water pools in the
clay matrix. The rigid bonding of water may decrease dispersion of the clay and form a
more porous filter cake which allows a greater filtrate flow at high temperature (Fisk and
Jamison, 1989).
81
Table 4.5: HTHP filtration property of different drilling fluid samples.
*Fluid loss reduction,%
Figure 4.11: Filter cakes obtained following API HTHP tests on invert emulsion drilling
fluids with and without Fe(OH)3 NPs and Gilsonite LCMs.
Samples
Types
Time
(min)
HTHP Fluid Loss (mL)
DF DF +LCM DF with 1 wt%
ex-situ NPs
DF with 1 wt%
in-situ NPs
90:10 (v/v) Oil: Water
7.5 9±0.1
6.2±0.2
2±0.2
0
30 19±0.1 14.4±0.1
(24%*)
9±0.1 (53%*) 7.5±0.2 (61%*)
Cake thickness, mm 1.7 7.3 2.7 1.3
LCM+NPs (In-situ)
Filter cake
LCM+NPs (Ex-situ)
Filter cake
LCM
Filter cake
No LCM or NPs
Filter cake
Thickness= 1.3 mm Thickness= 2.7 mm Thickness= 7.3 mm Thickness= 1.7 mm
82
Table 4.6: Effect of operating conditions of API filtration test on mud cake thickness with and without Fe(OH)3 NPs and Gilsonite LCMs.
*Thickness improvement, x times compared to DF
In a similar manner, one run with NPs in the absence of the Gilsonite LCM was
performed. The results are shown in Table 4.7. The data on fluid loss at 30 min show
that in the absence of LCMs, the NPs are performing better. Based on the original DF,
fluid loss over a period of 30 min decreased by 79% for the drilling fluid containing 1
wt% ex-situ prepared Fe(OH)3 NPs, while it decreased by 86% for the drilling fluid
containing 1 wt% in-situ prepared Fe(OH)3 NPs. This observation can be attributed to
the fact in the absence of LCMs there seems to be higher interaction between the NPs
and the clays, which resulted in better sealing and more effective filter cake.
Table 4.7: HTHP fluid loss of different drilling fluid samples in the presence and absence of Fe(OH)3NPs. No LCMs were added. Cake Thickness at 30 min.
Figure 4.12: Mud cakes obtained following API HTHP tests on invert emulsion
drilling fluids with in-house prepared NPs only. No LCMs added.
LCMs seem to consume NPs, which would otherwise interact with the mud cake to a
better extent than the interaction of the NP-LCM combination. The better dispersed in-
situ prepared NPs exhibited lower mud cake thickness than ex-situ prepared NPs as
shown in Figure 4.12. When subjected to high temperatures, NPs are likely to maintain
stability and dispersion in the water-in-oil emulsions. Agarwal et al. (2009) used nano
CuO with 23-37 nm diameters and nano alumina with 40-50 nm diameters in invert
emulsion drilling fluids and showed that drilling fluids maintain their stability even at
175oC. It appears that when NPs are mixed with drilling fluid, clay suspensions may
bind with NPs resulting space-filled structure. A sol-gel formation may be induced,
which finally blocks fluid flow through the filter media, upon filtration. Addition of in-
house prepared Fe(OH)3 NPs, increases the ionic strength of the fluid, due to the
formation of NaCl by-product, which causes stronger interaction with the clays during
HTHP filtration (Agarwal et al., 2009). As discussed earlier, the elimination of spurt loss
observed in these experiments may reduce formation damage, and thin mud cakes
could possibly reduce stuck pipe problems (Chilingarian and Vorabutr, 1983).
4.2.5 Effect of high shear on fluid loss control
High degree of mixing and shearing of the drilling fluid is essential to form NP-based
drilling fluid using the in-house preparation technique, as described earlier. This step is
important whether the particles are prepared in-situ or ex-situ. Shearing device may
NP-free DF Mud cake
Ex-situ NPs Mud cake
In-situ NPs Mud cake
Thickness 1.1 mm
Thickness 1.7 mm
Thickness 2.1 mm
84
significantly increase the dispersed phase fraction and dampens coalescence by
breaking agglomerated particles (Amanullah, 2011). Hamilton beach three blade high
speed mixer was used in addition to vigorous agitation of fluid during preparation. This
inexpensive equipment is used mostly in food processing. High-shear mixers provide
rapid micro-mixing and emulsification. Providing no blending displayed higher fluid loss
when compared with blending at 2500 rpm using Hemilton beach blender for same DF
with and without 1 wt% in-situ Fe(OH)3 NPs, as shown in Table 4.8. Figure 4.13 shows
that the mud cake collected following the filtration of unblended drilling fluid is full of
precipitates, agglomerates and ‘fish eyes’ as highlighted by the circles, while the one
collected from a blended sample is much more smooth and does not show
agglomerate. Very high mixing rates result in smaller particles in the mud as it serves
formation of very small water pools, in the case of in-situ prepared NPs, and minimizing
particle aggregation during the formation. Same effect was also observed during the
addition of ex-situ prepared NPs. It was found by Altun and Serpen (2005) that
variations in the mixing speed have important effects on fluid loss property and higher
mixing speeds yielded lower filtration loss. In a similar study, Newman et al. (2010)
showed that properties of drilling fluid were significantly affected when mechanical
mixing is applied. It was also understood that to obtain smaller droplets of uniform size
in water-in-oil emulsion, energy must be applied in the form of shear.
Table 4.8: Effect of shearing effect on LTLP fluid loss control in the presence and absence of NPs.
Samples Types
LTLP Fluid Loss (mL/30 min)
Unblended DF
(No NPs)
2500 rpm Blending
DF (No NPs)
2500 rpm Blending 1 wt%
in-situ NPs +DF
90:10 (v/v) Oil: Water 8±0.1 3.96±0.2 1.25±0.2
85
Figure 4.13: Quality of unblended and blended mud cake.
4.2.6 Effect of presence of organophillic clays on fluid loss
Table 4.9 shows the effect of varying the composition of organophillic clays from 12 to
15 kg/m3 in the presence and absence of 1 wt% Fe(OH)3 NPs.
Table 4.9: Effect of organophillic clays on LTLP fluid loss control.
As evident from the table, increasing clays concentration improves loss prevention. It
should be noted that clay content cannot be indefinitely increased. Solids content of the
drilling fluid is one of factors that causes formation damage and decreases rate of
penetration ROP (Newman et al., 2009). Solids are added to fulfill the functional tasks
of the mud such as increasing mud density, viscosity and fluid loss control. The higher
the amount of total solid in the drilling fluid the lower the rate of penetration, which in
turn increases rig days and reduces productivity index. Unlike the Gilsonite LCM,
Samples
Types
Amount of organophillic
clays used in DF
LTLP Fluid Loss (mL/30 min)
DF without NPs DF+ with 1 wt%
in-situ Fe(OH)3
NPs 90:10 (v/v) Oil: Water
12 kg/m3 4.9±0.1 2.3±0.1
15 kg/m3 3.96±0.2 1.25±0.2
Blended NP-based Mud cake
86
increasing the content of clays in presence of NPs increased fluid loss prevention, since
more clays are available to form the mud cake. NPs would still be performing their role
as bridging particles and will have higher surface to communicate with in the presence
of more clays.
A major outcome of the current study is that low NPs concentration can
significantly reduce fluid loss. In events were high solid concentration is not desirable,
for example due to the need to keep fluid density to a minimum, NPs can replace clay
additive. Addition of low concentrations of NPs did not have any effect on the mud
density, as will be detailed later.
4.2.7 Effect of Oil: Water ratio on fluid loss
Filtration behavior of emulsified oil is strongly influenced by oil/water ratio, additive
chemistry and concentration (Aston et al., 2002). Two formulations; namely 90:10 (v/v)
and 80:20 (v/v) oil: water mixes, were tested in the presence and absence of in-house
prepared NPs. This experiment is particularly relevant to in-house prepared NPs, since
aqueous precursors are added. The results shown in Table 4.10 reflect a decrease in
filtrate volume in the presence of Gilsonite LCMs and Fe(OH)3 NPs. Table 4.11 shows
the same trend in presence of NPs and absence of LCMs.
Increasing the water content from 10 to 20 percent by volume caused the fluid
loss to decrease 26% and 25% for drilling fluid control samples and drilling fluid
containing Gilsonite LCM, respectively. Addition of NPs, again, decreases the fluid loss
to 44% and 10% for ex-situ and in-situ method, respectively, due to the changed water
content from 10 to 20 percent by volume. The reduction of fluid loss was dramatic in the
case of ex-situ prepared NPs. This may suggest that extra water pools were originally
needed to disperse better the particles. In-situ prepared NPs are more readily dispersed
in the 10 percent water content. Therefore, in 20 percent water content, the fluid loss
reduction was not varied too much. Higher water content may increase collision among
water pools, which, in turn, may lead to more particle agglomeration (Husein and
Nassar, 2010). This, in a way, decreases the effectiveness of the NPs. Nevertheless,
one should not ignore the lower interaction between the organophilic clays constituting
87
the filter cake and the drilling fluid as the water content increases. Filtration rates
through hydrophobic membranes results in much lower permeate flux (Deriszadeh et
al., 2010). Aston et al. (2002) found the similar trends and proposed major savings can
be attained by decreasing the oil to water ratio, while attaining more loss prevention.
Table 4.10: Effect of Oil: Water ratio on Fluid loss control in presence and absence of
LCM and in-house prepared Fe(OH)3 NPs.
Table 4.11: Effect of Oil: Water ratio on fluid loss control in presence and absence of
in-house prepared NPs. No LCMs added.
4.2.8 Rheology behavior of NP-based fluid
Drilling fluid with good pumpability exhibit lower viscosity at high shear rate and higher
viscosity at lower shear rate. This property of drilling mud is used widely where high
viscosities are required during tripping operation and low viscosities during drilling
operation to clean the cuttings from the bottom of the hole (Chenevert and Sharma,
2009; Fraser et al., 2003). The plot of apparent viscosity and shear rate as shown in
Figure 4.14 resembles the non-linearity of the curves at low shear rates and approach
Samples Types
Time (min)
LTLP Fluid Loss (mL)
DF DF+ LCM DF+LCM+ 1 wt% ex-situ NPs
DF+LCM+ 1 wt% in-situ NPs
90:10 (v/v) Oil: Water
7.5 2.0±0.2 1.4±0.2 0.2±0.2 0
30 3.96±0.2 3.6±0.1 1.10±0.1 0.5±0.2
80:20 (v/v) Oil: Water
7.5 1.0±0.2 1.0±0.2 0 0
30 2.9±0.1 2.7±0.2 0.62±0.1 0.45±0.1
Samples Types
Time (min)
LTLP Fluid Loss (mL)
DF DF with 1 wt%
ex-situ NPs
DF with 1 wt% in-situ NPs
90:10 (v/v) Oil: Water
7.5 2.0±0.2 0.15±0.1 0
30 3.96±0.2 1.25±0.2 0.9±0.2
80:20 (v/v) Oil: Water
7.5 1.0±0.2 0 0
30 2.9±0.1 0.8±0.1 0.5±0.2
88
linearity at high shear rates. The fact that addition of NPs created a slight change in the
rheology supports the theory that NPs behavior is governed by NPs grain boundary and
surface area/unit mass (Amanullah et al., 2011; Srivatsa, 2010). Although the addition
of small concentration of NPs is not sufficient to cause a significant rheology changes in
the system compared to the drilling fluid and drilling fluid with LCM only, particle size,
nature of particle surface, surfactants, pH value and particle interaction forces may play
significant role in altering the viscosity (Agarwal et al.,2009). The minor effect of NPs on
viscosity is attributed to the low concentrations employed in this study. Abu Tarboush
and Husein (2012) noted that NPs may increase the viscosity of heavy oil by bridging
between asphaltene molecules and aggregates.
The results are also highly dependent on the hydroxyl group (OH-) on the surface
of the NPs may lead to NPs agglomeration in an organic solution leading to a higher
mass of selective physisorption of organic clay suspension on the NP-free surface,
which may reduce the fluid viscosity slightly (Srivatsa, 2010). A small amount of NPs
exhibit stable rheological properties. Fluid with high viscosity may cause excessive
pumping pressure and decrease rate of drilling. Therefore, it is an important issue to
design a suitable fluid rheology. Lee et al. (2009), who investigated the application of
NPs for maintaining viscosity of drilling fluids at high temperature and high pressure,
reported that the rheological behavior may depend on the particle type, size,
concentration and inter-particle distance of NPs within the fluid. It was also reported that
adding very small amount of mixed metal oxide did not change fluid rheological
properties. It was shown that with an increase in temperature, the viscosity of drilling
fluid containing 0.05 wt% cobalt NPs unchanged at 100 cP and remained stable.
Therefore, potential application of NPs is to use them to stabilize in water-in-oil
emulsion where NPs (solid/semi solid) dispersed in clays and electrolyte (NaCl salt)
produced during the NP-based fluid formulation also work as a bridging material
between the platelets of organophillic clays to form gel structure. The rheological
properties of the in-house NP-based drilling fluid thus could suitably fulfill the drilling
requirements. The comparison of the gel strength behavior of the drilling fluid, drilling
fluid with LCM, drilling fluid with LCM and NPs together and NPs only are shown in
89
Figure 4.15. The gel strength property of the NP-based drilling fluid compared to the
progressive type gel strength of DF and DF+LCM also demonstrates superior functional
behavior of NP-based drilling fluid. Similar observation was reported by Amanullah et al.
(2011). Very high gel strength values are practically undesirable because they retard
the separation of drilled cuttings at the surface and also raise the pressure required to
re-establish circulation after changing bits. Furthermore, when pulling pipe, high gel
strength may reduce the pressure of the mud column nearby the bit. If the reduction in
pressure exceeds the differential pressure between the mud and the formation fluids,
the fluid will enter the hole and cause a blow-out (ASTM, 2005; Amanullah et al., 2011;
Chilingarian and Vorabutr, 1983).
Figure 4.14: Rheological behavior of drilling fluid containing a) LCM together with in-house prepared 1 wt% Fe(OH)3 NPs, b) 1 wt% Fe(OH)3 NPs no LCMs.
From Figure 4.16 and Figure 4.17 we observe the time dependent rheological
and gel strength behavior of the drilling fluid. The measurement was done immediately
after the preparation and also after 1 month. After 4 weeks the fluid was found
compliant with all specification for re-use. Analyses of the rheological profiles of the
drilling fluids shown in Figure 4.16 indicate no significant changes of the viscous profile
b) a)
90
of the NP-based fluid. The NP-based fluid immediately after preparation and static aging
after 1 month demonstrate that the short as well as long term stability exist in the NP-
based fluid. The 10 seconds and 10 minutes gel strength shown in Figure 4.17 also
demonstrate the short and long term stability of the NP-based fluid to fulfill its functional
task during drilling operation.
91
Figure 4.15: Gel strength behavior of drilling fluid a) with LCM and NPs together ex-situ and in-situ method b) in the absence of LCM,with NPs only ex-situ and in-situ method.
b)
a)
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5
DF DF+In-situNPs
DF+Ex-situ NPs
Gel Strenth (10 sec)
Gel Strenth (10 min)
lb /
10
0 f
t²
92
Figure 4.16: Shelf life of drilling fluid samples in terms of rheology behavior.
Figure 4.17: Aging effect of drilling fluid samples in terms of gel strength
behavior.
93
4.2.9 Drilling fluid density and pH
Mud density is one of the important drilling fluid properties, because it balances and
controls formation pressure and wellbore stability (Chilingarian and Vorabutr, 1983). A
mud density of 0.93 g/cm3 of the 90:10 (V/V) oil/water invert emulsion was found to be
constant for all samples with and without NPs as shown in Table 4.12. The addition of
NPs did not increase the mud weight given the fact that their concentration was low and
also due to the electrochemical behavior of NPs with clays. As discussed above, this is
advantageous since it is one way of improving fluid filtration properties while maitaining
the same mud density. Similar advantage of NPs was exploited to increase mud density
while maintaining low mud visocistiy.
A pH level of 12.5 was also found in all samples as also shown in Table 4.12,
even with NPs addition. It should be noted with the fact that NaOH was added at the
stoichiometric amount and NaCl was the reaction by-product, no changes in the pH of
the aqueous pools is expected. Generally, changes in the pH of the water pools of invert
emulsions could lead to unstability of the colloidal system by neutralizing charged
surfaces at the water/oil interface or particles.
Table 4.12: Density and pH values of drilling fluid in the presence and absence of LCM
and in-house prepared Fe(OH)3 NPs.
4.2.10 Drilling fluid lubricity
Even if a drilling fluid successfully meets all of the requirements, there is no guarantee
that the rate of penetration will be acceptable, since poor lubricity and high friction and
drag increase pipe sticking and drilling cycle (Amanullah et al., 2011). It needs to
overcome frictional forces which is very much encountered during all stages of well
Samples
Types
Properties
Test samples
DF DF +LCM DF+LCM with 1
wt% ex-situ NPs
DF+LCM with 1
wt% in-situ NPs
90:10 (v/v) Oil: Water
Density (g/cm3)
0.93±0.02 0.93±0.02 0.93±0.02 0.93±0.02
pH 12.5 12.5 12.5 12.5
94
construction; including drilling, completion and maintenance. Friction originates from the
rotation and/or sliding of a pipe inside the well in contact with either the wellbore (metal-
to-rock) or the casing (metal-to-metal). These forces hinder directional and extended
reach drilling by creating excessive torque and drag (Amanullah et al., 2011; Hoskins,
2010). Excessive torque and drag in highly directional and extended-reach wells can
exceed the mechanical limits of the drilling equipment, which may expedite wear and
tear of down hole tools and equipment and thereby limit production. These problems
can be minimized by using drilling fluid with high capabilities of lubricating the different
components. In fact, the switch from water-based to oil-based or invert emulsion muds,
despite the increase in cost, was originally proposed to help improving lubricity
(Kercheville et al.,1986).Friction dissipates energy and causes wear resulting in damage
to the equipment. The way to ensure that frictional effects are minimized is through
proper lubrication. In carrying out this function, lubricants create a lubricant film on
surfaces of moving parts.
The effect of the in-house prepared NPs on the lubricity of the invert emulsion
drilling fluid considered in this study was measured by evaluating the coefficient of
friction, as detailed in the experimental work. The hypothesis was that under the
conditions of load and temperature resulting from the contacting surfaces, these NPs
may furnish a thin film of lubricant layer on the contacting surfaces leading to reduced
friction between the surfaces. These NPs may act as nano-bearings and contribute
increasing the lubricity. Table 4.13 displays values for the coefficient of friction (CoF)
and the accompanying reduction in torque and drag in the presence of 1 wt% in-house
prepared Fe(OH)3 NPs.
Table 4.13: Co-efficient of friction (CoF) of drilling mud samples.
NPs and
conc. used
Coefficient of friction % torque reduction
DF without NPs
(control)
DF with ex-
situ NPs
DF with in-
situ NPs
DF with ex-
situ NPs
DF with in-
situ NPs
Fe(OH)3
(1 wt%)
0.095±0.002
0.081±0.004
0.039±0.002
14.73%
58.94%
95
It appears that in-situ prepared NPs disperse better and communicate better with the
mother drilling fluid as opposed to the ex-situ prepared ones. Therefore, in-situ prepared
NPs may carry a proportion of the load benefiting the improvement of antiwear property
more than NPs prepared ex-situ. Thus using tailormade NPs in drilling fluid can reduce
coefficient of friction and substantially increase lubricity. Improvement in lubricity
reduces energy consumption, which, in turn, increases profitability.
Oil-based drilling fluids have the inherent advantage of significantly lower
coefficients of friction (CoF). The typical CoF for an oil-based drilling fluid is 0.10 or less
(metal to metal) (Chang et al., 2011). In comparison, water has a CoF of 0.34 and the
CoF of water-base drilling fluids typically ranges between 0.2 and 0.5 (Chang et al.,
2011). Comparing between the typical oil based mud and NP-containing mud the friction
mechanism is most likely a transfer of NPs to the counterface. This suggests that NPs
in the contact zone act like ball bearings in the interface between the two surfaces. The
small size allows the particles to penetrate into the surface and van der Waals forces
ensure that the particles adhere to the surfaces. Regular lubricants, or oil as continuous
phase, in drilling fluid can only form a single oil film (Kostic, 2010; Mosleh et al., 2009;
Malshe et al., 2008), whereas NPs in drilling fluid can create an additional ball bearings
action leading to better lubrication effect. Nonetheless, iron oxide/hydroxide
nanoparticles act as a lubricious material (Reed, 2008). Sodium salts, e.g. NaCl salt
formed as a by-product during the Fe(OH)3 NP-based fluid formulation, may act as a
lubricant as per some literature (Scoggins and Ke, 2011; Ke and Foxenberg, 2010).
Table 4.14 shows that these side products, in fact, slightly increase the coefficient of
friction. Therefore, the increase in lubricity observed when iron-based NP-drilling fluids
are used can entirely be attributed to the nanoparticles only.
96
Table 4.14: Coefficient of friction (CoF) and % torque reduction in the presence and absence of 1 wt% NaCl salt in the invert emulsion drilling fluid.
Nanosized particles are much more readily dispersible than micron-sized ones (Canter,
2009). When dispersed in a drilling fluid, minimum agglomeration and settling occur and
a stable suspension form. The stable dispersion is also supported by the presence of
surfactant molecules. Both in-situ and ex-situ prepared NPs are so small in size that a
stable colloidal dispersion in drilling fluids can be achieved, which probably avoid the
undesired precipitation caused by gravitation. With the formation of a stable well-
proportioned dispersion through proper method, NPs are more prone to be trapped in
the rubbing surfaces due to its excessive surface energy. Besides, dispersed NPs are
deposited on the friction surface, trapped NPs at the interface and finally roughness of
the surface is reduced by its polishing effect (Wu et al., 2007; Mosleh et al., 2009).
Moreover, as the NPs tend to disperse uniformly, a more uniform contact stress
between the contacting surfaces may result (Chang and Friedrich, 2010). Moshkovith et
al. (2007) studied the lubricity properties of IF-WS2 and reported that dispersion impacts
the lubricity performance as the dispersed NPs possess solid lubrication properties due
to its stability. It was also found that the aggregate size of the NPs depend on the
mixing time. The in-house prepared NPs in this work can be engineered to have specific
size ranges so that they can find their way into intricate spaces and maintain lamellar
structure. It is, therefore, speculated that the coefficient of friction reduction is due to the
surface boundary films provided by NPs that slide easily over one another like ball
bearings. Similar findings have been reported in the literature on the effect of dispersing
carbon and metallic-based NPs on tribological performance of lubricating oils (Zhang et
al., 2009; Abdullah, 2008; Malshe et al., 2008; Verma et al., 2008). Specifically, a
reduction in the coefficient of friction by over 25 percent was observed when adding
nickel-based NPs to lubricants (Kostic, 2010).
Salt and conc.
Coefficient of friction
% torque reduction DF without salt
(control sample)
DF with salt
NaCl (1 wt%) 0.0980±0.002 0.100±0.004
-2%
97
In addition to reducing torque, higher lubricity also lowers the incidence of stuck
pipe, which can significantly lower drilling efficiency. Estimates by exploration
companies showed that stuck pipe while drilling costs more than $250 million each year
(Q’Max Technical Bulletin #7). Minimizing friction and the ability to transfer the weight to
the bit are very important factors in drilling highly deviated extended reach and
horizontal wells. Moreover, reduction in torque in the presence of NPs imply higher
extended reach wells at a given torque and load on bit.
From the aforementioned discussion it can be concluded that the ability of NPs to
increase lubricity depends on the following features:
1. NPs can adsorb physically on any metal surface due to van der Waals forces.
2. The size of the NPs is so small that they can easily enter a macroscopic sliding
contact.
3. The lubrication effect can be generated by the chemical nature of surfactant as
described by Yang et al. (2012) and NPs altogether or NPs alone. Dispersed
nanoparticles can help in reducing the agglomeration at the interface and
improving the co-efficient of friction. The role of surfactant molecules is to
improve the dispersion quality and stability of the NPs, since the level of
improvement is measured relative to a control sample that contains the same
amount of surfactant.
4. Coefficient of friction significantly reduced by NPs alone and the by-product salt
did not have a significant impact on lubricity.
4.2.11 Preparation and performance evaluation of Fe(OH)3 NPs in invert emulsion
drilling fluids provided by different suppliers
Three invert emulsion muds were obtained from three different suppliers having same
oil:water ratio (90:10 v/v). These drilling fluids mainly differ in terms of the amount of
organophillic clays and nature of emulsifiers. It is important to note that the nature of
drilling fluids emulsifiers was not studied separately in this current study. The in-house
in-situ and ex-situ NPs preparation techniques were employed to form Fe(OH)3 NPs and
the performance of the NP-based drilling fluids was evaluated. For a drilling fluid;
98
filtration, rheology, density, pH need to be suitable to fulfill the drilling requirements. The
results in Table 4.15 compare the density, pH and the API LTLP fluid loss at 30 min for
samples with and without Fe(OH)3 NPs. The density and the pH of the samples
remained constant, while fluid loss was decreased significantly. Moreover, the in-situ
prepared NPs displayed better performance and reduced fluid loss to a higher extent.
This fact can be attributed to better dispersion and communication with the rest of the
drilling fluid constituents, as discussed earlier.
Table 4.15: Effect of ex situ and in situ prepared Fe(OH)3 NPs on the performance of
three different invert emulsion samples of drilling fluids provided by three different suppliers. Concentration of NPs 1 wt%, composition of invert emulsion: (90:10) oil:water (v/v).
NPs were found to be suitable for use in drilling fluids due to its functional
characteristic of maintaining low viscosity and expected to minimize the drilling
problems. In-situ control of viscosity of drilling fluids in deep well bores is currently
Samples Density pH API LPLT fluid loss
(g/mL)
(mL/30 min)
Supplier A
DF 0.93±0.02 12.5 3.9±0.2
DF+LCM 0.93±0.02 12.5 3.6±0.1
DF+LCM+Ex situ NPs 0.93±0.02 12.5 1.1±0.1
DF+LCM+In situ NPs 0.93±0.02 12.5 0.5±0.2
Supplier B DF 0.93±0.02 12.5 16.5±0.3
DF+LCM 0.93±0.01 12.5 12.7±0.4
DF+LCM+Ex situ NPs 0.93±0.02 12.5 7.5±0.2
DF+LCM+In situ NPs 0.93±0.02 12.5 6.5±0.1
Supplier C DF 0.90±0.02 12.5 1.2±0.2
DF+LCM 0.90±0.02 12.5 1.0±0.1
DF+LCM+Ex situ NPs 0.90±0.01 12.5 0.5±0.1
DF+LCM+In situ NPs 0.90±0.01 12.5 0.1±0.1
99
limited (Lee et al., 2009). During operation, and as drill cuts suspend into the drilling
fluid, viscosity increases and alters the rheology in the subterranean wells (Adekomaya
and Olafuyi 2011; Herzhaft et al., 2006). Therefore, a gradual tuning of the rhelogical
properties of the drilling fluids is required to maintain good performance. As noticed
from a previous experiment, NPs, especially in-situ prepared ones, generally reduce the
viscosity of drilling fluids due to their electrochemical behavior with clays. The
decreased in viscosity with the addition of NPs may provide the in-situ
tunability/controllability of the fluid viscosity during drilling in subterranean wells. The
rheological properties of the drilling fluids obtained from different suppliers were
evaluated in the presence and absence of the in-house prepared NPs. Apparent
viscosities at 600 rpm were plotted for comparison in Figure 4.18. The results show
consistent decrease in the apparent viscosity in the presence of in-house prepared NPs.
This also confirms the fact that in-situ prepared NPs better interact with the drilling fluid
displaying more reduction in the apparent viscosity. Similar observation was reported by
Abdo and Haneef (2010) when using Montmorillonite NPs compare with regular
commercial bentonite particles.
Figure 4.18: Apparent viscosity at 600 rpm of 3 invert emulsion drilling fluids provided
by different supplies in the presence and absence of 1 wt% Fe(OH)3 NPs. Composition of invert emulsion: (90:10) oil:water (v/v).
Appare
nt vis
cosity (
cP
) at
600 r
pm
100
The data in Figure 4.18 suggest that in the presence of NPs lower the viscosity can
reduce the pumping power requirement without compromising the carrying capacity of
the drilling fluid to transport and drop off cuttings efficiently.
4.2.12 Performance of Fe(OH)3 NPs in water based mud (WBM)
Fluid invasion into porous formations can damage reservoirs and reduce productivity by
4.3.3 Determination of particle size of in-situ prepared CaCO3
Calcium carbonate NPs are considered ideal bridging materials of the pore throats of
the mud cake. The particle sizes in nano domain might generate slurries and
suspensions in drilling fluid that will show a reduced tendency to sediment or sag and
minimize the differential sticking problems (Ballard and Massam,2009). TEM results
show that the ex-situ prepared CaCO3 NPs are bigger than their Fe(OH)3 counterparts.
SEM images of the mud cake without and with in-situ prepared CaCO3 NPs are shown
in Figure 4.22. It should be noted that WBM was used this time due to limitations
associated with EM imaging of oil-based mud cake, especially gold coating, which
took much longer time . As discussed earlier, SEM imaging of the filter cake was the
only way of evaluating in-situ prepared NPs. One thing to note at this stage of
discussion, there is no smooth surface like the one obtained with in-situ Fe(OH)3 NPs
formulated in invert emulsion mud. This fact is reflective of the overall poor fluid loss
prevention when the two cases are compared. The mud cakes surface roughness was
varied from cake to cake and particle sizes varied as well. Texture changes could also
happen during evaporation of water and gold coating of the surface of water based mud
cakes (Chenevert, 1991). Mud cake without NPs was rough and the surface was
composed of chunks of large mud particles, which explains the poor loss prevention
capability of the mud cake. In the presence of in-situ NPs prepared from aqueous
precursors as per reaction (R2), the surface became smoother, although roughness is
still apparent. Nevertheless, particles were much smaller in size and could tighten up
fluid intrusion through the surface. Similarly mud cake with in-situ NPs prepared by
bubbling CO2 as per reaction (R5) surfaces was even smoother than the in-situ NPs
prepared per reaction (R2). Comparing the results of with and without NPs clearly
demonstrates that CaCO3 NPs are effective in forming bridges. Clay surfaces were
covered with CaCO3 particles in both NP-based mud cake, as was evident from the
white color of the cake surface. The observed morphologies of the samples showed
distinct features in terms of particle sizes and as well as surface composition evaluated
by EDX of Figure 4.23.
107
Figure 4.22 : SEM images of mud cake a&b) without NPs ;c&d) in-situ CaCO3 NPs (R2); and e&f) in-situ CaCO3 NPs (R5).
100 nm
100 nm
100 nm
a) b)
c)
f) e)
d)
108
From the SEM images it is evident that the pore openings in the mud cake without NPs
were filled with NPs leading to reduced fluid loss, as will be discussed in the following
section. EDX spectra of Figure 4.23 provide elemental composition of the surface of the
mud cakes as shown in Figure 4.22. Magnification of mud cakes showing the grain
sizes and particles size distributions were estimated by using ImageJ software as
shown in Figures 4.24 and 4.25. The SEM images of mud cake without NPs revealed
that the grains mostly irregular from subrounded to subangular (Figure 4.22a). It is also
noted that the pore opening sizes range from 4 nm to 180 nm with average pore
openings were located in 31-60 nm range. These pore openings are resembled as a
pore throat in shale formation. The EDX analysis revealed that Ca content in mud cake
without NPs was below the detection limit or trace amount of Ca content was present
(Figure 4.23a). The in-situ NPs formation was confirmed by the presence of Ca content
and increased amount of Ca element, as per EDX images of Figure 4.23b-c.
Figure 4.25 shows the particle size distribution of in-situ prepared CaCO3 NPs
used as fluid loss additive (bridging agent) in our experiment. The NPs particle size
distribution (1-200 nm range) were confirmed by the SEM images and reported only
those were on the surface of the cake. More than 50% of NPs were 1-30 nm range as
shown in Figure 4.25 and potential to plug the nanometer sized pore openings of the
mud cake as shown in Figure 4.24. A wide particle size distribution was available that
covered some large particles available to bridge across large openings or fracture.
However, it is also to be noted that some NPs might diffuse into the cavity of the pores
permanently and were not counted in the measurements. A magnified photograph of
NPs indicated that particles entangled together to form aggregates and deposited on
the clay pores to form a low permeability mud cake as shown in Figure 4.22c-f.
109
Figure 4.23 : Elements containing mud cake a) without NPs,b) with insitu NPs (R2) and c) with insitu NPs (R5) from EDX data.
a)
b)
c)
110
Figure 4.24 : Available pore openings (nm) in mud cake of DF without NPs.
Figure 4.25: Particle size distribution of in-situ CaCO3 NPs, prepared by reactions (R2) and (R5), in the mud cake.
0
10
20
30
40
50
60
70
1-30 31-60 61-90 91-120 121-180
Pore openinigs in mud cake (nm)
Fre
qu
en
cy,%
111
The range of NPs size is narrow and it can be seen that the method followed is an
appropriate method for NPs production. The selection of CaCO3 NPs as bridging
material with a specific particle size distribution was in accordance with the physical-
chemical characteristics of formations to be drilled. It is important to have a substantial
colloidal fraction of particles in the mud with a broad PSD (particle size distribution). The
criterion of selection of particle size of bridging agent is particles about one-seventh to
one-third the size of the maximum “pore throat” and the fluid must maintain a significant
concentration of those particles throughout the interval (Cargnel and Luzardo,1999).
Thus, if NPs, for example, is larger than the diameter of the pores, it will simply sit on
top of that pore. There are other various guidelines used in industry to choose the
particle size of bridging materials that can form an efficient external filter cake. A median
particle size of the bridging agent equal or slightly greater than one third of the median
pore size of formation and concentration of bridging agents must be at least 5% by
volume in final mud mix (Abrams,1977), 90% of the particles are smaller than or equal
to the pore size of the rock ( Hands et al.1998). In the mud cake pore throat size
diameter falls below 10% at 61-180 nm range and 90% of nanoparticles lies between 1-
60 nm range. According to the relationship stated above, the NPs size is more suitable
for bridging materials at the cake surface and ensure that tailor made NPs are potential
to reduce the permeability of mud cake. As the dimension of NPs lies in the contiguous
area between the clusters and the macroscopic materials, they will not directly dictate
macroscopic properties, but bring their own unique effects such as surface effect, size
effect etc (Nabhani et al.2011).
Mud cake contains interconnecting pore spaces more like those of permeable
rock considered as a theoretical pore throat diameter of shale and is just an
approximation. A mud having wide range of particle size distribution adsorbed by clay
might slow down the filtrate. It presumably would seal the surface pores, stuck on the
surface of the clay and filter paper and establish the formation of low permeability filter
cake, whereas without NPs mud containing only clay start to form highly permeability
filter cake. The correct particle size distribution provides better compaction medium with
constrained flow of liquid from the drilling fluid. Therefore, drilling fluid containing CaCO3
112
NPs of sizes ranging up to 200 nm, the requisite maximum were able to effectively
bridge the formation and formed filter cake.
The relative pore size openings of the mud cake of drilling fluid without NPs
explained that the SEM result was found to be in good agreement with NPs considered
as a bridging or plugging agent to reduce the fluid loss.
4.3.4 LTLP Filtration of in-house prepared CaCO3 NPs
Drilling muds can cause large irreversible damage to fractures and dramatically reduce
the productivity of wells. Leoppke et al. (1990) found that if the particle size is not
compatible with the fracture width, a stable bridge cannot be formed and therefore
tailored particle size distribution provides the best plugging capabilities. It is essential to
drill the wells with minimum cost in loss of fluids. Al-Riyamy and Sharma (2004) used 5
wt% CaCO3 of narrow size distribution and found that volume of the filtrate decreased
when CaCO3 was used and reduced the invasion of emulsion droplets into the
formation, although granular CaCO3 LCM were found much less effective (Jiao and
Sharma, 1996). Currently all types of CaCO3 are used largely as fluid loss control
additives in drilling fluid. But the current size range of CaCO3 used does not serve the
purpose of the complete fluid loss control. More interestingly, the nanometer CaCO3
could result in much thinner filter cakes than those obtained using large sized CaCO3.
Isambourg and Matri (1999) showed how much force required to free a stuck pipe with a
change in mud cake thickness. This highlights the importance of nano drilling fluid with
thin mud cake development. The first step when choosing the particle size distribution of
bridging agent specifically CaCO3 in drilling fluid is the petrophysical characterization
and pore geometry determination of the rock. In consolidated sands, the criterion of
selecting particle size as bridging agent is (Cargnel and Luzardo,1999) :
1/7 DPore throat < Dparticle < 1/3 DPore throat
Bentonite clay particles have sizes of ~1-2 μm (at dispersed phase) according to
the supplier. During the migration of particles through the paper filter (2.7 µm pore
diameter) in our case resembling pore throats of the rock, they began to accumulate in
113
the filter surface. To avoid internal blocking, it is necessary to create a mud cake at the
surface of the pore throat in wellbore.
Static filter loss tests are relative, i.e, they can compare on a qualitative level
which mud systems are preferable and widely used by drilling crews for routine field
tests (Nyland et al., 1988). Total fluid loss is the indicator of the filtration controllability of
mud and its additives. It is apparent from the Table 4.18 that more than 60% of the API
fluid loss reduction occurred using ex-situ NPs and 55% when used in-situ CaCO3 NPs
prepared by reaction (R2). NPs primarily form a impermeable filter cake surface on the
filter paper. Permeability decreases with increasing fraction of colloids and is affected
strongly by particle size and shape of NPs. Flocculation causes particles to form a loose
and open network leading to higher filtration rate as indicated by the drilling fluid without
NPs where clays are dominant. After adding CaCO3 NPs in the drilling fluid probably
acted as a cementing and bridging agent that stabilized the bentonite clay aggregates
and could decrease the clay swelling and prevented their disintegration. Due to CaCO3
concentration in drilling fluid, which probably below the flocculation value caused the
migration of dispersed NPs into the pores of mud cake during filtration.
Comparison between Tables 4.18 and 4.19 shows that total filtrate is the highest
for the water based mud than the invert emulsion based mud. In both cases, the invert
emulsion NP-based mud had a very low filtration rate during the first 7.5 min and the
rate still lower during the 30 min. The water based NPs mud had a much higher initial
filtrate rate but after 30 min it was still closely two times greater than the invert emulsion
NP-based mud. CaCO3 in water based mud might have a flocculating effect seen by the
relative fluid loss performance with respect to invert emulsion mud and also affected by
the difference in mud constituents in the two fluid systems. Using 3 wt% nano CMC and
nanopolymer as a fluid loss additives in water based mud, 14% and 19% respective
fluid loss reduction was noticed in literatures (Saboori et al,2012; Manea et al.2012),
whereas 3 wt% CaCO3 NPs addition in the current experiments yielded 30% fluid loss
reduction.
114
Table 4.18: API LTLP fluid loss comparing invert emulsion drilling fluid as base case with invert emulsion drilling fluid samples containing 4 wt% in-house prepared CaCO3 NPs using reaction (R2). No LCMs added
*Fluid loss reduction,%
Table 4.19: API LTLP fluid loss comparing water based drilling fluid as base case with water based drilling fluid samples containing 3 wt% in-house prepared CaCO3 NPs by reaction (R2).
*Fluid loss reduction,% When Ca(NO3)2 and Na2CO3 precursors are added in the drilling fluid in order to form
CaCO3 NPs, a bi-product of NaNO3 salt was also produced. This formation increased
the ionic atmospheric charge on clay sheets. The attractive force between the ionic
atmosphere might force the individual clay sheets to regrouping, decrease the pore
openings and interlock at random angles, thereby fluid loss reduction would happen.
Since, such regrouping is a matter of statistical probability, some clay sheets may still
have openings difficult to move and, therefore, complete fluid loss reduction was not
possible. On the other hand, sodium nitrate itself acts as nitrogen based fertilizer.
Adding nitrates encourages the proliferation of nitrate-reducing bacteria in the oil-
seawater mixture. When present in the appropriate numbers these bacteria help loosen
oil from the rocks containing the reservoir. For this reason, since long Statoil Norway is
injecting sodium nitrate along with seawater to pump oil from the underground reservoir
(RSC,2003).
Samples
Types
Time
(min)
LTLP Fluid Loss (mL)
DF DF + ex-situ NPs DF +in-situ NPs
90:10 (v/v) Oil: Water
7.5 3.9±0.2
0.7±0.6
1.1±0.6
30 8.7±0.2 2.8±0.6 (68%*) 3.9±0.3 (55%*)
Samples Types LTLP Fluid Loss (mL/30 min)
DF DF + ex-situ NPs DF +in-situ NPs
Water based DF 9.5±0.2 6.5±0.2 (32%*) 6.8±0.2 (28%*)
115
A 4 wt% CaCO3 NPs concentration represents the optimum concentration in
which the volume of filtrate reached minimum values and better arrangement of
particles occurred in the filter cake surface turning into an impermeable cake. Besides,
the spurt losses are found lowest. Comparing between Tables 4.18 and 4.20, it can be
easily seen that in-situ CaCO3 NPs reaction (R5) yields lower spurt loss, filtration rates
and total filtration volume. The cake formation was instantaneous and effective. During
the initial stage of filter cake forming, NPs plug or bridge the near surface pores and
reduces formation permeability. Bailey et al. (1999) showed that the particle bridging
reduced the spurt loss. Because of this bridging tendency, quick external filter cake
formation is obvious in case of the in-house prepared CaCO3 NPs using reaction (R5).
Table 4.20: API LTLP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing 4 wt% in-house prepared CaCO3 NPs using reaction (R5).
*Fluid loss reduction,%
NPs of CaCO3 modify the structure of clay due to Ca2+ cation exchange leading to
agglomeration of clay particles, which also increases internal friction among the
agglomerates and thereby reduced permeability of mud cake. As far as these NPs are
considered as fluid loss reducing agent, it gains better properties of keeping the
cumulative volume of filtrate at low values. It is due to the fact that when these NPs are
brought into the clay particles, the interaction area was considerably increased due to
higher surface area of NPs. Increased area to volume ratio in NPs cause the increase of
ionic group molecular weights for adsorption on the clay particle surface and attached
them to each other leading to form more colloidal particles. In addition, the presence of
CaCO3 NPs may induce a Brownian diffusion with clay particles. Spurt losses observed
Samples
Types
Time
(min)
LTLP Fluid Loss (mL)
DF DF +4 wt% in-situ NPs
90:10 (v/v) Oil: Water
7.5 2.6±0.2
0.5±0.3
30 6.4±0.3
2.2±0.4 (66%*)
116
with CaCO3 are acceptable from a drilling point of view. Looking at the above tables, it
is obvious that the effect of NPs presence intensified the flow resistance of the system.
4.3.5 HTHP Filtration of in-house prepared CaCO3 NPs
High temperature filtration rates could not be predicted from low temperature filtration.
Filtration rates increased at high temperature that could be attributed to the reduced
viscosity of oil alone. The samples exhibited a very low fluid loss at low temperatures
and same relative performance at high temperatures. Nanos having an excellent
thermal conductivity are expected to be the materials of choice in HTHP wells (Agarwal
et al., 2009). When the pressure is applied (500 psi differential in the HPHT tests) the
filtration became slow due to the bridging/agglomeration tendency of NPs at high
temperature. The HTHP fluid loss property of CaCO3 NP-based drilling fluid prepared
through reaction (R2) is shown in Table 4.21. It showed that NPs concentration equal to
4 wt% reduced more than 70% of the fluid loss. Similar trends were observed at
previous Fe(OH)3 NPs. The differences are thought to be a result of the surface
morphologies of the two different NPs. In order to determine the HTHP fluid loss with
CaCO3 NPs prepared in reaction (R5), results are reflected in Table 4.20. It is shown
that NP-based mud provided the lowest spurt loss and total filtrate loss. Addition of
optimum concentration of NPs improved filtration properties, however the extent of the
improvement depend on the mud type, nature of NPs material, NPs synthesis method,
size distribution of NPs and concentration of surfactants. As it can be seen, the total
filtrate passes through is minimum in the case of in-situ CaCO3 NPs prepared through
reaction (R2). But more interestingly, fluid loss towards zero is apparent in reaction
(R5).
117
Table 4.21: HTHP fluid loss comparing invert emulsion drilling fluid as base cases with invert emulsion drilling fluid samples containing 4 wt% in-house prepared CaCO3 NPs using reaction (R2).
*Fluid loss reduction,% Table 4.22: HTHP fluid loss comparing invert emulsion drilling fluid as base cases with
In this chapter, Darcy filtration equation was used to model drilling fluid loss for LTLP
filtration experiments only. Based on the results, permeability of the mud cake at
different times was estimated. In this section, time-dependent behavior of filter cake
build up model was also evaluated. An attempt to address how the nanoparticles
transport during filtration was made. Bingham plastic rheology was used to predict the
relationship between the shear rate and shear stress for the drilling fluids under study
and allowed to calculate several other important attributes of the fluid.
5.1 LTLP API filtration model using Darcy’s law
Drilling fluid filtration rate and its behavior with respect to time were estimated from the
experimental results using Darcy’s law (Maduka, 2010; Kumar, 2010; Hoff et al., 2005;
Donaldson and Chernoglazov, 1987; Ferguson and Klotz, 1954; Williams and Cannon,
1938). The LTLP API filtration test was static, dead end filtration, as the mud was not
circulated during filtration and the filter cake was allowed to grow without disruption by
shear forces. Under this condition, certain volume of a stable suspension is filtered out
against a permeable substrate, e.g. filter paper, with time. At time t, certain volume of
filtrate is removed by filtration at constant temperature and pressure (25°C, 100 Psi).
During the filtration process, filter cake accumulates and the volume of the mud sample
in the filter press is decreased. Assuming constant density (temperature must be
constant in order for Darcy’s law to be valid. If temperature changes with time, density is
also a function of time), the material balance equation expressed as a volume balance
for mud filtration process can be written as follows.
Drilling fluid volume in the filter press = Wet Filter cake volume + Filtrate Volume
127
The filter cake is assumed uniform throughout and the rate of growth of the filter cake is
proportional to the rate of filtrate. According to the volume balance, if a unit volume of a
stable suspension of solids is filtered against a permeable substrate and x volume of
filtrate is collected, then 1-x volume of cake (solids plus liquid) will be deposited on the
substrate. The following equation can be written (Maduka, 2010; Hoff et al., 2005).
rx-1
x
Q
Q
f
C (E 5.1)
where Qc and Qf are the volumes of the filter cake and filtrate at a given time,
respectively, r is the ratio between the volume of the filter cake at a given time to the
volume of the fluid filtrated in the filter press. From our experimental works and
filteration curves provided by Barkman and Davidson(1972), we can assume the
following criterion for the ratio of f
C
Q
Q.
if f
C
Q
Q <1 ; initial fluid pass through the filter cake and happens only at the
early stage of filtration
if f
C
Q
Q =1 ; fluid loss during filtration approximated by the linear relationship
between volume of filtrate vs. time. It can be termed as equilibrium filtration
if f
C
Q
Q >1 ; saturation occurs, curve departs from linear relationship
between volume of filtrate vs. time and slows fluid loss due to the compact cake
layer formation. Filtrate decrease with increase of cake volume
128
The cross sectional area of the filter cake A is constant under static filtration. The
volume of the filter cake, Qc, is given by the product of cross sectional area of the filter
press, A, and the thickness of the mud cake at a given time, hmc.
mcc A.hQ (E 5.2)
Therefore,
A
.Q
A
Qh fc
mc
r (E 5.3)
From Darcy’s law, the flow rate of filtrate through the mud cake (an unconsolidated
porous medium) is given by,
mc
f
h
PkA
dt
dQ
(E 5.4)
Substituting (E5.3) into (E5.4) gives,
f
2f
Q
PkA
dt
dQ
r
(E 5.5)
Integrating (E5.5) assuming constant permeability, viscosity and pressure difference
gives,
r
t P2kAQ
2
f
2 (E 5.6)
It should be noted that the ∆P was maintained constant throughout the filtration process.
Darcy’s law is obtained empirically and defines the permeability k as a proportionality
coefficient in the relationship between flow rate and pressure gradient (Costa, 2005).
Cake permeability is much lower than the permeability of filter medium.Finally, Darcy’s
129
law under the above assumptions leads to the following expression of filtrate volume
versus time.
At P2k
Qf .r
(E 5.7)
The rates of mud filtration and mud cake formation are both function of time and
proportional to each other during filtration. Therefore, under equilibrium filtration
assumption, r can be taken as 1 (Hoff et al., 2005) and consequently,
A P2k
kwheretkQ //f .;
(E5.8)
It is well known that when an external mud cake begins to form and grow, the filtrate
volume is proportional to (Kumar, 2010; Hoff et al., 2005). From (E5.8) and (E5.3),
the thickness of the mud cake, hmc, at any time, t, during the filtration process, can be
simplified to,
Pt k 2hmc
(E5.9)
At the initial exposure of a permeable formation to a drilling fluid, three stages of
mud cake build up evolve: 1) spurt loss, which corresponds to the initial loss of fluid to
the formation, 2) buildup of filter cake, during which fluid filtration is proportional to the
square root of time as reported by many researchers (Kumar, 2010; Hoff et al., 2005;
ASME,2005) and 3) filter cake growth, which might be limited by the erosive action of
mud stream within the dynamic context of real time drilling (Outmans, 1963). It should
be noted that the last stage does not exist under static filtration. The surface of the
“dynamic” filter cakes erode to an extent that depends on the shear stress exerted by
the hydrodynamic force of the mud stream relative to the shear strength of cake’s upper
layers (Caenn et al., 2011). Spurt loss can be obtained by extrapolating filtrate volume
versus t to zero time and is given approximately by the y-axis intercept of the plot as
shown in Figures 5.1 and 5.2. In all cases the NP-based fluids were compared with the
corresponding control DF samples. Although DF samples were composed using the
130
same constituents and obtained from the same suppliers, nevertheless, this does not
guarantee no variation from one batch to another. Therefore, NP-based fluid
performance was compared with respect to its own DF control samples. From the
current experiments, addition of NPs significantly reduced the bridging time and,
therefore, the spurt loss. In Figure 5.2, symbols (R2) and (R5) stand for the reactions
used in the experimental methods described in Chapter 3. The plot of filtrate volume, Q f,
versus t suggests a different filtration mechanism in the presence of NPs. The very
low Y-intercept for the case were NPs are used suggest that time needed to completely
bridge the porous mud cake to reduce the fluid loss is much faster in case of NP-
mediated DF, and more specifically in the case of Fe(OH)3 NPs relative to CaCO3 NPs.
This suggests that Fe(OH)3 NPs are more effective than CaCO3 NPs at bridging across
the face of fracture of porous formation. A coefficient of determination, R2, approaching
1 for a straight line fit, not going through the origin, between Qf and t with positive
intercept in the case of no NPs, i.e. control samples and drilling fluid with LCM, indicates
that spurt loss is important, whereas for the NP-based fluids it was negligible. Spurt loss
is largely caused by the tendency of the particles to pass through the filter paper until its
pores become partially plugged, which eventually leads to linear relation between filtrate
volume and square root of time. Typically, a linear relationship w.r.t. square-root of time
represents wall building fluids (Clark,1990; Chin, 1995). Conversely, a region of non-
linear relationship appeared in the case of NP-based fluid at the beginning of filtration
due to the absence of spurt loss. An extrapolation of the linear portion of these curves
can lead to a negative spurt loss value. So it is evident from the trend that early portion
of curve did not follow the Darcy’s law. Therefore, (E5.9) does not provide a good
estimate of cake growth in the case of NP-based mud. The role of Brownian diffusion
during the initiation of filter cake will be explained in the next section.
131
Figure 5.1: Filtrate volume variation with square root of time in the presence and absence of in-situ and ex-situ prepared Fe(OH)3 NPs.
Figure 5.2: Filtrate volume variation with square root of time in the presence and
absence of in-situ and ex-situ prepared CaCO3 NPs. (R2) and (R5) refer to the reaction used to prepare the CaCO3 NPs per Section 3.2.
The permeability of filter cake is the fundamental parameter that controls static filtration
(Caenn et al., 2011; Byck, 1940). During filtration of mud with and without conventional
LCMs, the trend seem to follow Darcy’s equation throughout, and mud cake
permeability (fitted parameter) was reduced exponentially with time as shown in Figures
R² = 0.99
R² = 0.98
R² = 0.99
R² = 0.97
-0.5
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
0 200 400 600 800 1000
DF
DF+LCM
DF+Ex-situ NPs
DF+In-situ NPs
V
olu
me
of filtra
te , 𝑄
𝑓(c
m³)
No spurt loss
R² = 0.98
R² = 0.99
R² = 0.98
R² = 1.00
0
1
2
3
4
5
6
7
8
9
10
0 200 400 600 800 1000
DF
DF+Ex-situ NPs (R2)
DF+In-situ NPs (R2)
V
olu
me
of filtra
te , 𝑄
𝑓(c
m³)
Time ( ), sec½
Time ( ), sec½
132
5.3 and 5.4. The figures show a different behaviour for the mud cake permeability with
time for the NP-based fluid. The term /k were determined during each filtration times
from the data points of the Figure 5.1 and 5.2. Then using (E5.8), mud cakes
permeabilities were estimated at each time interval. The results were presented for the
sake of simple comparison between the drilling fluid with and without NPs using Darcy
equation. Spurt loss was nil during the initiation of the filter cake of NP-based mud, and
when filtration was stopped at a certain time, the mud cake growth reached a constant
value. It appears that the highly compacted filter cake contributed to significantly less
permeability and static filtration rate as evident from the smaller thickness of the filter
cake.
Figure 5.3: Mud cake permeability variation with time in the presence and absence of
in-situ and ex-situ prepared Fe(OH)3 NPs. Permeability obtained from fitting E5.8.
0
0.002
0.004
0.006
0.008
0.01
0.012
0 500 1000 1500 2000
DF
DF+LCM
DF+Ex-situ NPs
DF+In-situ NPs
P
erm
eability o
f m
ud c
ake
(n
D)
Time (sec)
133
Figure 5.4: Mud cake permeability variation with time in the presence and absence of
in-situ and ex-situ prepared CaCO3 NPs. Permeability obtained from fitting E5.8. (R2) and (R5) refer to the raction used to prepare the CaCO3 NPs per Section 3.2.
The permeability was calculated from the equation (E5.8) and compared with the base
drilling fluid after 30 min filtration as shown in Table 5.1. It is shown that more than 90%
mud cake premeability reduction was achieved in the presence of NPs, whereas
conventional LCM reduced the permeability by 77%. The extent of permeability
reduction varied with NP type and method of preparation. Data in Table 5.1 suggest
potential use of NPs to plugg shale formation. As indicated in the results section, NPs
are capable of providing effective sealing since they displayed wide range of size
distribution, which could effectively bridge between clay particles initially forming the
cake.
Table 5.1: Permeability reduction of mud cake in the presence and absence of NPs. (R2) and (R5) refer to the reaction used to prepare the CaCO3 NPs per Section 3.2.
3. Low concentration of NPs were used ( 1-5 wt%) for fluid formulation
4. Addition of ex-situ NPs and in-situ NPs reduced the LTLP fluid loss by 70-80%,
exhibited thin mud cake and similar performance was obtained at HTHP filtration
5. Density and pH of the drilling fluids were unaltered after addition of in-house
NPs; the only exception to the weighting materials type of NP-based drilling fluid
6. Introducing NPs to drilling fluid did not change the rheology of the drilling fluid at
low as well as high shear range
7. Addition of ex-situ NPs and in-situ NPs enhanced the lubricity property of the
drilling fluid
Drilling fluids have a wide range of chemical and physical properties which are
specifically optimized for drilling conditions and the special problems that must be
handled while drilling a well. In this work, water and invert emulsion based muds have
been formulated to incorporate in-house prepared nanoparticles starting from aqueous
precursors at a very reasonable cost. Relative to commercial NPs, in-house prepared
ones produced much better fluid loss control, probably due to limited dispersion
150
associated with the commercial counterparts. The in-house techniques developed in
this study for the preparation of NPs and NP-based drilling fluids followed two different
routes; namely ex-situ and in-situ. The ex-situ technique for nanoparticle preparation
consisted of providing aqueous-based precursor solutions for forming the nanoparticles,
mixing the precursor solutions under 200 rpm at 25oC, and adding the mixed precursor
solution to the drilling fluid. To form the nanoparticle-containing fluid, the fluids were
mixed/sheared at 2500 rpm to achieve a uniform mixture using Hamilton beach mixer.
The purpose of stirring is to form a stable and homogenous emulsion by breaking large
liquid drops into smaller drops. In case of in-situ nanoparticles aqueous precursor salts
are added to two separate samples of the drilling fluid under 200 rpm of mixing at 25oC.
NPs were formed via precipitation reactions, which took place in the drilling fluid upon
mixing the two drilling fluid samples and shearing at 2500 rpm to achieve a uniform
mixture using Hamilton beach mixer. Formation of nanoparticles in this way minimizes
particles aggregation allowing easier handling than ex-situ prepared NPs. The method
developed in this work is versatile and different types of precipitates of NPs were
prepared using both techniques; including Fe(OH)3, CaCO3, FeS and BaSO4. Complete
investigation was, nevertheless, focused on the performance of Fe(OH)3 and CaCO3
NPs. Moreover, a method was developed for the in-situ synthesis of calcium carbonate
NPs using carbon dioxide, CO2, gas allowing inside the wellbore to generate this NPs.
Comparing the two different methods of in-situ CaCO3 NPs preparation, the second
method showed the lowest spurt loss and total filtrate volume. The mechanism leading
to CaCO3 NPs formation in this method involved the nucleation of CaCO3, particle
growth and may induce a Brownian diffusion with clay particles. Spurt losses observed
with all the in-house NPs are acceptable from a drilling point of view.
With all the different particles prepared in this study, the incorporation of the NPs
in invert emulsion fluid system reduced the fluid loss substantially at relatively low
concentration of the NPs. NPs as lost circulation materials are typically designed to
accomplish three goals: 1) to bridge across the face of fractures, 2) to prevent the
growth of any fractures that may be induced during drilling and 3) to change the mud
density while keeping the viscosity almost constant when NPs are used as weighting
151
materials. It was found that muds were quite stable and offered a wide range of
nanoparticle sizes that controlled the fluid loss efficiently and effectively, with and
without conventional loss circulation materials (LCMs), e.g. Gilsonite. Commercial invert
emulsion drilling fluid without NPs and LCM and with 1.6 wt% LCM only were
considered as baseline drilling fluids for comparative evaluation of API filtration
experiments. The NPs concentration was varied between 1 wt% and 5 wt% for both in-
situ and ex-situ prepared particles. At the low concentration of NPs, it is most likely that
the particles interacted with the rest of the mud constituent rather than merely
aggregating. These muds also offer good lubrication and are, therefore, appropriate for
applications in drilling extended reach wells.
Test results showed that in-situ and ex-situ prepared NPs were not uniform in
size and shape. Testing also demonstrated that NPs covered a wide range of particle
sizes from nanometer to micrometer scale, but 70-80% of the prepared particles fell into
1-60 nm range. Properly prepared, these NPs have the potential to build structural
barriers in the fluid loss paths according to their size. Although different shapes of NPs
were visible in the TEM images but this property was not investigated in the current
study. In-house prepared NPs per current work behaved as a new generation fluid loss
additives. For example, it was found that Fe(OH)3 NPs at 1 wt% showed excellent
performance. They prevented fluid loss of invert emulsion mud up to 70-80%, and
contributed to a thin mud cake, < 1 mm, for LTLP and < 2 mm for HTHP conditions. At
this low concentration, the in-house prepared NPs out performed conventional LCMs,
e.g. Gilsonite to a great extent. 4 wt% CaCO3 NPs represent the optimum concentration
in which the volume of filtrate reached minimum values and better arrangement of
particles occurred in the filter cake surface turning into an impermeable cake. Besides,
the spurt losses are found lowest using NPs. Approximately, 60 % of the API fluid loss
reduction was happened using both ex-situ and in-situ prepared CaCO3 NPs. The
samples exhibited a very low fluid loss at low temperatures and same relative
performance at high temperatures. Similarly, addition of 3 wt% BaSO4 and FeS NPs in
drilling fluid reduced the API LTLP fluid loss more than 80%. The low concentration of
NPs addition to mud was mainly dependent on the physio-chemical nature of NPs and
152
stability of the mud system. Therefore, NP-based drilling fluids discussed in this study
are viable and robust systems and compatible to other systems that already exist in the
market. It could potentially have an impact on the total drilling cost, especially in
complex and troublesome drilling operations.
The experimental results also indicated an unchanged viscosity at the low
concentration of NPs, although a slight decrease in gel strength was experienced. It
was also found that Fe(OH)3 and CaCO3 nanoparticles exhibited good load-bearing
capacity, anti-wear and friction-reducing properties. The in-house NPs can be more
effectively dispersed in the drilling fluid if they are formed in-situ and more than 40%
friction of co-efficient is attainable.
Darcy’s law was used to interpret the LTLP fluid loss experimental only. Due to
the similar degree of fluid loss reduction close to LTLP one, HTHP results can also be
interpreted by Darcy’s law which is not included in the current study. A plot of fluid loss
versus square root of time gave a linear relationship for drilling fluid without NPs arising
from spurt loss. Conversely a non-linear relationship was applicable to NP-based fluid,
due to absence of spurt loss. It is also noted that NP-based drilling fluid did not follow
Darcy equation at the initiation of filtration and, therefore the initial region was found flat.
It was found that more than 90% of mud cake premeability reduction occurred using
NP-based fluid, whereas conventional LCM reduced the permeability by 77%. The
model results indicated that nanoparticles reduced the premeability instantly and fluid
invasion decreased siginificantly. It was also shown that nanoparticles transported in
filtration was predominantly influenced by the Brownian diffusion. Compare with the
drilling fluid alone and drilling fluid with LCM, increasing shear rate did not increase the
same extent of shear stress of NP-base fluid (both ex-situ and in-situ prepared), which
can be attributed to the fact that smaller particles were dispersed more effectively than
the larger bulk particles and provided bridging between clay particles due to their larger
surface area. In all cases, the coefficient of determination, R2, for Bingham rheological
model, was 0.99~0.98.
Applying the in-house techniques to prepare NPs in water based muds resulted a
very progressive behavior. Both Fe(OH)3 and CaCO3 NPs reduced the fluid loss by
153
approximately 30%. NP-based water mud had a much higher initial filtrate rate but after
30 min it was closely two times greater than the invert emulsion NP-based mud.
From the aforementioned discussions, it can be concluded that the use of
nanoparticles in the drilling fluid at the right concentration and adoption of a specific
preparation method leads to a fluid with desirable properties in terms of mud density, pH
and rheological behavior. The addition of nanoparticles does not alter the optimum
values for these properties from the base fluid. Formation damage due to filtrate and
solids invasion is a major contributor to cost, lost time and lost production. One of the
critical factors in avoiding formation damage during drilling is obtaining surface bridging
on the formation face with minimum in-depth solids penetration. Nanoparticles work in
emulsion based fluids, even at high temperatures, providing a thin filter cake that gives
maximum formation protection at minimum concentration and cost. Thin filter cake is
important for reducing differential sticking problem and excessive drag in extremely
permeable formation. Tailor made nanoparticles with specific characteristics is expected
to play a promising role in solving circulation loss and other technical challenges faced
with commercial drilling fluid during oil and gas drilling operations.
Results obtained from this study, give rise to the following characteristics for the
nanobased drilling fluid.
Thin and firm filter cake.
Minimal fluid invasion, since sealing takes place at the surface, which leads to
minimal formation damage.
Extreme high temperature stability.
Only low NP concentration is required.
Time and cost savings.
These properties entail the following practical applications.
• Less Fluid loss = Money saving.
• Lower torque and drag = Increase extended reach well.
• Reducing differential pressure sticking problem = Less non-productive time.
154
• Less solid concentration in mud = Reduce formation damage and increase
productivity index.
6.2 Original contributions to knowledge
1. Development of new in-house methods for preparing wide variety of NPs in drilling
fluids. As per these methods, the birth place of NPs can be outside the drilling fluid, ex-
situ, or inside the drilling fluid, in-situ. In-situ prepared NPs communicated better with
the resultant NP-based drilling fluid, and generally led to high fluid loss prevention,
under LTLP and HTHP conditions.
2. The in-house methods developed in this study were applicable for both invert
emulsion and water based drilling fluids.
3. Use of nanoparticles as a fluid loss additives, lubricity additives and weighting
materials for the drilling fluid, wherein the drilling fluid comprises a base fluid and
nanoparticles present in an amount of about 5 wt % or less.
4. The nanoparticles have a particle size between about 1 and 120 nm, wherein a
majority of the nanoparticles have a particle size between 1 to 30 nm.
5. NPs addition reduced the total solid content usage in the drilling fluid.
6. NPs were found more effective in 80:20 (V/V) Oil/water invert emulsion drilling fluid
interms of fluid loss control.
7. Addition of NPs unchanged the density (except for weighting materials based NPs),
viscosity and pH of the final fluid.
8. The nanoparticles were selected from the group consisting of metal hydroxide (iron
hydroxide) metal oxide (iron oxide), metal carbonate (calcium carbonate), metal sulfide
(iron sulfide) and metal sulfate (barium sulfate). Nanoparticles were formed in situ in the
drilling fluid or formed ex situ and added to the fluid.
6.3 Recommendations for future research
The following recommendations are proposed for the future studies:
• Based on the static filtration tests, it is necessary to conduct the dynamic filtration
test to simulate the bottom hole conditions. Dynamic filtration test determines if
155
the fluid is properly conditioned to drill through highly permeable formations. For
this purpose, FANN 90 dynamic filtration apparatus can be used. It utilizes
ceramic cores available in a range of different permeabilities. A new filtration
model can be applied to measure the dynamic filtration rate. This model could
consider the effect of shear-induced migration where NPs move regions of higher
shear rate to regions of lower shear rate and deformation of NPs/LCM under
stress that exist in a filter cake. Cake deposition index (CDI) can also be
measured from the dynamic filtration data.
• One of the future filtration studies could be to investigate the formation damage
of known core samples by different nanoparticles. Most of the NPs used in
literature entered into pores and plugged them in the producing
direction, reducing the flow and permeability of the rock for production and finally
leading to formation damage. The NPs used in the current experiments provided
a better bridging effect on the filter cake and did not pass through the filter paper
into the filtrate. Therefore, it is believed that it would be more realistic to test the
filtercake core permeability to investigate the flow and production and return
permeability issues caused from plugged filter cakes. The Permeability Plugging
Apparatus (PPA) can be utilized to measure fluid loss using ceramic discs
available in a variety of permeabilities (5 micron to 190 micron) to simulate
reservoir pore throat diameters.
• Future efforts on field tests could enhance the potential development of low cost
drilling fluid with NPs.
• More studies should be performed on the usage of all existing drilling fluid
additives in nanoscale. A recommendation for future work is the incorporation of
pre-mix bentonite rich NPs, polymeric materials with NPs, nano emulsifiers and
cattle manure with NPs in the drilling fluid. XRD results in the current study
suggests that Fe(OH)3 NPs acted as intercalating agents and had entered into
the crystallite layers of bentonite clay. It is believed that such a structure of
nanometal-clay composite could improve drilling fluid properties and may offer
better functionality than regular bentonite without the requirement of other
156
expensive additives. Nanometer polymer could penetrate to pores, deposit on the
surface and form low permeable mud cake. The mud cake produced by the
insoluble deformable polymer with colloidal materials could reduce the pressure
differential between the hydrostatic pressure of the mud and the pore pressure
around the surface of wellbore and thus prevent differential sticking, promote
borehole stabilization and avoid formation damage (Benaissa, 2006). Similarly
Manea (2011) designed nanopolymer gel using Xanthan gum and fluid loss
additives, and Saboori et al. (2012) used nanoCMC polymer to decrease the
water loss and mud cake thickness in mud drilling. Using the aqueous polymer
base, crosslinked with NPs used in our study can also form nanocomposite
polymeric gel to cure the fluid loss. Lécolier et al. (2005) showed that
nanocomposite polymeric gel could be pumped into naturally fractured
formations or voids, and plug off a wide range of cracks. Nano-emulsion
prepared through a one-step method (Mei et al., 2011) showed a good lubrication
and long term stability. Similarly nano asphalt emulsion can be tested to increase
the lubrication and fluid loss control. Cow dung (manure) is a material highly
cherished by rural dwellers used as a binding agent for plastering houses
(Issaka, 2012). In many developing countries manure with clays are mixed and
used in boring pipe into an underground aquifer to lift water for irrigation. Manure
serves as a binding agent and gives plaster more body. It also contains small
natural fibers that provide additional tensile strength as well as reduce cracking
and water erosion (Guelberth and Chiras, 2003). Manure therefore, could prevent
fluid loss as well enhance lubrication.
157
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Appendix A: Classification of lost-circulation zones
Mud losses vary in type, severity, and location in the hole. Mud losses occur to the
following types of formations (Messenger,1981):
1. Unconsolidated or highly permeable formations (porous sands and gravels)
The permeability of the porous formation that takes the whole mud or cement must
exceed 10 darcies. Gravels and shallow sands often reveal such permeabilities. The
deeper sands seldom exceeds about 3.5 darcies and therefore they are not often
consider as loss zones unless they are not fractured.
2. Natural fractures
Loss is evidenced by gradual lowering of the mud in the pits. If drilling is continued and
more fractures are exposed, complete loss of returns may be experienced. Natural
fractures reservoirs are the reservoir that contains fractures created by the stress that
exceed the rupture strength of the rock (Nelson,2001). These fractures may exist in the
deeper formation with little or no width. That’s why the mud losses to them are small
until the fractures are widened.
3. Induced fractures
There may be some cases when the horizontal fracture can be induced. One of the
most common is in shale. Loss is usually sudden and accompanied by complete loss of
returns.
4. Cavernous formations
Caverns form mainly in limestones. Loss of returns may be sudden and complete. It will
make the sealing more difficult.
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Appendix B: Lost circulation materials size selection methods
There have been several methods given in Table B.1 for the selection of the lost
circulation materials based on their size to keep the mud loss at minimum.
Table B.1: Lost circulation materials selection methods.
Halliburton Method
(Whitfill,2008)
The particle size distribution is equal to the
estimated fracture width to offset uncertainty in
the estimation. Enough particles smaller and
larger than the fracture are present to plug
smaller and larger fracture width.
Vickers et al.,(2006)
For minimal fluid loss in the reservoir, the
following criteria should be met
D(90) = largest pore throat
D(75) < 2/3 of largest pore throat
D(50) +/- 1/3 of the mean pore throat
D(25) 1/7 of the mean pore throat
D(10) > smallest pore throat
IPT (Ideal Packing Theory)
(Dick et al.,2000)
The IPT addresses either pore sizing from thin
section analysis or permeability information,
combined with PSD of bridging material, to
determine ideal packing sequence.
Cargnel and Luzardo,(1999) The criterion of selection of particle size of
bridging agents is: 1/7 DPore throat < Dparticle
< 1/3 DPore throat. This yields a small invasion of
solids into the porous media.
Abrams’ Median Particle-Size Rule
(Abram,1977)
The median particle size of the bridging
material has to be equal or slightly greater
than 1/3 the median pore size/fracture size of
the formation.
174
Appendix C: Diffusion coefficient and Peclet number
The diffusion coefficient and peclet number shown in Figures 5.8 and 5.9 are given in the following tables C.1-C.4. Table C.1: Effect of particle sizes of DF (dp =2-200 μm in DF) on Peclet number which is a control sample of Fe(OH)3 NP-based fluid.
Table C.2: Effect of Fe(OH)3 NPs size in DF ranges from 0.001-0.3 μm (1-300 nm) on Peclet number.
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Table C.3: Effect of particle sizes of DF (dp =2-200 μm in DF) on Peclet number which
is a control sample of CaCO3 NP-based fluid.
Table C.4: Effect of CaCO3 NPs size in DF ranges from 0.001-0.3 μm (1-300 nm) on Peclet number.