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Effects of Thermal Osmosis On Shale Instability: A.Ghassemi A.Diek
Effects of Thermal Osmosis On Shale Instability: A.Ghassemi A.Diek
A.Diek
School of Geology and Geophysics, The University of Oklahoma, Norman, Okla., USA
ABSTRACT: Optimization of drilling fluid parameters such as mud weight, salt concentration, and
temperature is essential to alleviating instability problems when drilling through shale sections, particularly in hot environments. This paper describes the development of a solution for stress and pore
pressure distribution around a borehole when considering significant thermal- and chemo-mechanical
processes involved in shale-drilling fluid interactions. Phenomena related to thermal and ehemieal
osmosis are included within the framework of linear thermoporoela.',ticity. The solution is one of generalized plane strain, therefore, it is suitable for investigating the impact of shale membrane characteristics, mud chemistry, and mud temperature on the stability of inclined well bores in shale. Applicat,iol1
of the solution to a typical field operational situation has demonstrated that thermal osmosis can
significantly impact fluid flux into the formation, thereby reducing stability. Also presented is new
thermoporoelastic formulation for chemically-active rocks. Preliminary analysis suggests that mud
temperature should be optimized in order to maximize the efficacy of chemical osmosis in stabilizing
the borehole.
1 INTRODUCTION
(1941), which includes thermal o':>mosis. Consequently, both thermoporoelastic and tlwrmoosmotic processes are included in the problem formulation and solution. Furthermore, a theoretical formulation has been developed for invc;;tiggt..
ing the combined effects of chemical and thermal
osmosis. Some results are presented and future
improvements are outlined. This work is part.icularly useful in mud design for drilling through
shale sections in high temperature environments.
231
mation is a major factor contributing to shale de- . of streaming current, diffusion current, ctc.; and
heat flows by conduction, pressure thermal cfterioration and instability. Because shales have a
and Dufour effect,
Groot, 1951;
very low permeability (order of nano-darcy),
draulic transport is not the dominant form of fluid
1969). Thus, fluid motion and hence, solid
movement into the formation. In
deformation depend on the changes in the hyfluid transport is often several times smaller than
draulic pressure, chemical potential, electric pothe contribution of chemical and temperature potential, and temperature. To reflect this, the
tentials. The significance of water flux due to
theory of thermoporoelasticity should be modia chemical potential is well established (Young
fied so that not only hydraulic fluid flow but also
and Low, 1965; Kemper and Rollins, 1966; Olsen,
flow due to chemical osmosis,
and
thermal osmosis are considered.
1969; Fritz, 1986), and its impact on hole stability has been investigated (Chenevert, 1970; Mody
Membranc flow processes can be described by a
and Hale, 1993; Ghassemi et al. 1998). Ion
. of irreversible
transfer and its impact on osmotic flow have also
processes developed by Onsager (1931) and rebeen investigated (Fritz, 1986). Diffusion C:f ions . fined by Casimir (1945); in which the thermodyinto the formation result from shale's imperfecnamic forces, Xk, are related to the fluxes, qi,
tion as an ion exclusion membrane and has been
produce by linear relationships:
chemical osmotic
shown to significantly
n
flow and impact borehole stability' (Hcidug and
.qi
LikX" .. ' (i = 1,2, ... , n)
1996; Ghassemi et aL 1!;l99). There is
evidence that thermal osmosis can play a simThe phenomcnological coefficients
express, for
ilarly significant role in filtration transport and
example,
permeability
coefficient,
ion
diffusion
cohence shale behavior. Significant mass transport
heat conauction, and electric conducti
through clay membranes due to a temperature
The coefficients Lik (i =f k) are connected to
gradient has been observed in laboratory experithc
cross
or interference phenomena (e.g., reflecments (Dirksen, 1969). Based on the pvnpr;TnPn_
tion
thermal osmosis coefficient, and
tal results of Srivastava and Avasthi
thermal
diffusion
coefficient).
been estimated that thermo-osmotic volume flow
the
presence
of
a temperaturc gradient across
In
through kaolinite can be 800 times larger than
the
shale-mud
interface,
thermal osmosis oeems
Darcian flow (Carnahan, 1984). The phenomwhen the mud/shale system exerts a selectivity
enon of thermo-osmosis has long been recognized
with respect to hot (high specific' enthalpy) and
in the soil science community (Gray 1966; Dirkcold
(low specific enthalpy) molecules. The pressen, 1969; Groenevelt and Kay, 1974). It has also
ence of a tcmperature gradient causes prefcrred
received some attention in relation to hydrogetransport of molecules, which increases the heat
ology (Ne~lzil, 1986) and nuclear waste isolation
content of the system at the lower telliperat11fc
(Carnahan, 1984; Basha and Selvadurai, 1998;
side or
the heat content of the higher t~lll
Zhou et al. 1998). However, the role of therperature side. As shown by Groenevelt and Bolt
mal membrane processes in shale instability has
(1969), in the presence of hydraulic and thermal
not been adequately addressed. Ghassemi et al.
potentials, fluid volume flux ean be related t~1
recognized the potential signifidriving forces through experimentally measurable
cance of thermal osmosis, and have called for its
phenomenological coefficients, Li{
inclusion in borehole stability analysis in shale.
_ LVT
VT
T
.
q,
I:;J;'Xi
;=1
232
and
(3)
of the rPf'lnr()f'lhr
Lij
Ljj; unless forces
identified
some property more specific than their mere occurrence in
the expression for entropy production (Coleman
and Truesdell, 1960). Furthennore, some experimental results (Cussler, 1992) show violations
of Onsager symmetry, therefore, we assume that
cross coefficients are not equal (Lij f Lji).
The contribution of thermal osmosis to fluid flow
and rock deformation may be considered within
the franlework of a linear non-isothermal poroelastic theory (e.g., McTigue, 1986; Kurashige,
1989). This provides a basis for consideration of
thermo-poroelastic, thermo-osmotic, and chemoosmotic processes, For completeness, a brief de:-rint.ion of thermo-poroelasticity is presented next.
an example of a borehole problem drilled
in shale is considered and solved to illustrate the
infi uence. of thermal osmosis.
where
= kT is the coefficient of them/Hl
conducl,lvlty and LTI/ O. Use of equat.ions 4 in
the eqllili brium equations and utilizing and ex"
pressions for strains given by:
1
_,_
tJ
(4)
2G(1 + v)
3(1 - 2v) O'.mTbij
0'.(1 - 2v)
n/",..
3'
(Ikk
+ ,;;,pl
~ ;o(af
+ 1 _ 2v Uj,ji -
ap,i
2Go:",(1
')f1
+ v)
.... ,,\
T,i
(5)
(C
J)
The other field relations are the fluid and temperature diffusion equations,
(10)
- cf(jj
(vu - v)c f
B(1 + vu )(1 v)
m
- om) -
ffr
POij
as well as the strain-displacement relatIOns, produces Navier equations in terms of the displacements:
20:
2Gv
,
--ek;kO'
1 _ 2v
tJ - apbtJ
a Tn
+ 3"TOtJ + (8)
a(l - 2v)
1 + v(lkkOtJ )
eij
(11)
at
where cf and
are the fluid and temperature diffusivity coefficients, respectively. Not.e that ~()n
vective heat transport is neglected in tlm heat
flow equation, This is justified for a low penneability system such as shale.
Attentively, the fluid diffusion eqnation cml be
written in terms of the pore pressllre by
equations 4, 5, and 6 in the fluid continuity equation. This yields:
K,p ,JJ','
OCkk
0:--
at +
[O'.o:m+;o(O:f - am)-
fJT
at
It can be observed that the ternperature equation is not coupled to the pore pressnre diffusion
and Navier 'equations. Furthermore, 'when considan irrcitational displacement field in an infinite mediuIIl, the pore pressure field is also dc>(;olJpled from the deformation field (Det.ournay and
Cheng,
Then, by utilizing t.he expression
for strains, equation 8, the fluid diffll!iion eqllation can be written as:
qJ =
qf
= -K,P ,J,+
1.
(6)
ap
at
LTV?,j
233
cf P,jj
(13)
c'
where e"
I
ef [
=--;;
} "T
3.1 Examples
and:
2a m (vu - v)
B(l+v,,)(l v)+
am)]
(14)
c
T
~ op] _ op
or2 + r or - at
[fj2P
[02T
or2
aT]
+ :;: or
,/YF
C
at
aT
(16)
7ft
The above field equations along with appropriate boundary conditions can be solved for stress
and pore pressure distributions around a borehole drilled in shale. The boundary conditions
for a borehole problem are as follows:
!::J.(!rr = Pm
!::J.(!rz = -17:;'
!::J.(!r() = -(!::ij
!::J.p =
p.h
!::J.T
Ts h
atr=a:
rm
at
--l>
00 :
a rr
O'~
(ir;;
= a~
(!r()
= 17;0
p=psh
T=Ts h
where crij represent the stresses at infinity in the
plane perpendicular to the wellbore axis. The salution procedure involves superposition of three
loading modes (Carter and Booker, 1982; Detournay and
1988). For each mode, the
solution is obtained using the Laplace transform
(Wang and Papamichos, 1994; Li et al'
1998).
the temperature field is obtained by
solving equation 16. This result is then lL.'led in
equation 15 to find the pore pressure. Integration
of equations 9 will then yield the displacements
and eventually the stresses. The total pore pressure and stresses resulting from the three modes
are subsequently calculated using:
(!z.
(!rr
1700 =
(!z. o + v((!;~2,3
234
21
:,,
~'r'"
:,,
\!
-~~\---------r~~:l~:-"Cl---
16
\
\
'\
-~-~~nlo ther'1"l'l(H)smosis
.----. thermCH:lsmosJs"
C#l
----------C1
T =150 C
:.
:l
TI
+!JT
11
'
71--'-----,-
',-~,\-;----------r_m
'~.-~."...
' I.
!:
".
rtR
Figure 1: Effect of thermal osmosis on pore pressure field around the well bore (shale cooler than
B 0).
15..
---r-~--.--:-----
10
e!
~
I!!
it.
of.
Figure 5: Modified pore pressure distribution
near the welJbore as a function of mud temperature and chemistry one hour after drilling (B
r/R
Figure 2: Effect of thermal osmosis on pore pressure field around the wellbore (mild ecoler than
formation, B
25rl----;--~
I:.
'.."
j
'"w
Tl1'Io;::150:C; TIII1=100
"'e
r/R
235
4 THERMOPOROELASTICITY FOR
CHEMICALLY ACTIVE SHALE
For a non-isothermal system in which any significant change in the chemical potential is solely
due to variations in the pore pressure and water
activity; a new chemical potential can be defined
in which the concentration or activity component
is averaged over the temperature of the system:
pW
p+
+ ILO
where lR is the reflection coefficient, T is the average shale temperature, Vw is the average value
of the molar volume of water, and i2w is the average
of shale; all are defined at an average
state of temperature.
In the above equation,
denotes the reference state chemical potential
per unit volume). Then, assuming
that only one salt is present, the thermoporoelastic couations become:
w
"'P,jj
OCkk
O:m
+ ({3m -
fJI'
at
KT
fJI'
7) at:
(19)
(20)
13m =
[0:0:",
+ (o:[ O:m)4>]
5 CONCLUSIONS
A t.hermoporoelastic solution for calculating the
prevailing stress and pore pressure distribution
around a borehole drilled in shale has been developed. The solution is based on a coupled theory that considers cert.ain t.hermal processes ill
drilling fluid/shale interactions. It improves previous studies that have neglected the contribution of thermoporoelastic effects and/or thermoosmosis. The nat.ure of the fluid and the membrane propert.ies of shale determine whether thermal osmosis increases or reduces the fluid flow
into shale. The former produces a rednction in effective stress and shale strength, while the latter
may cause excessive shale dehydration and tensile
failure. The solution haB been further extended
to couple chemical and thermal osmosis. Results
suggest that cooling ("ilT > 0) a mud with a lower
activity than the shale does not always guarantee a pore pressure rednction near the wellbore.
For exarriple, if KT is positive and significantly
236
237
Young, A. and
P.F. 1965. Osmosis in
ceous rocks. ,Amer. Assoc. Pet. Geol. Bull.
49, 1004 - 1008.
Zhou, Y., Rajapakse, N.D., & Graham, J. 1998.
A coupled thermoporoelastic model with thermoosmosis and thermal filtration. Int. J. Solids f1
Structures. 35, Nos. 34 45,1659 - 4683.