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Additive For Control of Drilling Mud Filtration: A New
Additive For Control of Drilling Mud Filtration: A New
3282
R. A. SALATHIEL, HUMBLE OIL AND REFINING CO., HOUSTON, TEX., MEMBER AIME
ABSTRACT moving tools in or out of the hole. Filtration rate also affects
the stability of the bore hole walls, which are subject to soft-
A new synthetic material has been developed which is highly ening and degradation by aqueous filtrate. Difficulties in rotary
effective in treating drilling muds to reduce filtration rate. The drilling are often avoided by using low-filtration muds.
material is the soluble salt of a very high molecular weight Treatment of fresh-water muds to provide moderately low
condensation product of sulfonated phenol and formaldehyde filtration rates usually consists of adding chemicals to improve
(SPIF). Laboratory tests show that SPIF is effective in muds the dispersion of the clays. To provide very low filtration rates,
of all salinities varying from fresh water to saturated salt organic colloidal materials are added. Among the materials
water. Alkaline materials, such as soda ash or caustic and that are used in this way are starch, natural gums, and altered
quebracho, may be used in .combination with SPIF to advan- cell uloses. In muds that contain large amounts of salt or cal-
tage, and are essential in muds containing saturated salt water. cium or magnesium ions, the clays are coagulated and, as a
In afield test where the water used in the mud had a salinity consequence, the filtration rate is undesirably high. In such
of about one-half that of sea water, SPIF in combination with muds organic colloids are of great importance.
caustic and quebracho made a very satisfactory mud. SPIF
does not ferment, but due probably to additional polymeriza-
tion a slight decrease in effectiveness is found when it is sub-
jected to high pH and high temperature for a long time. LIMITATIONS OF PRESENT FILTR~TION
ADDITIVES
Starch and water-soluble gums are widely used as filtration
control agents. Starch is the most important material of this
INTRODUCTION kind being used. It has the advantage of relatively low cost. It
is effective in promoting low filtration rates, not only in fresh
Drilling mud is essential in rotary drilling. The influence of water muds, but also in muds containing large amounts of
variations in the different properties of a mud on its ability salts. However, both starch and natural gums are subject to
to perform the various functions in drilling of wells is thor- fermentation and must be preserved from damage caused by
oughly understood in some cases and poorly understood in microbiologic attack. Also, both starch and natural gums tend
others. For instance, the function of mud density in restraining to increase the mud viscosity undesirably. Furthermore, the
high pressure fluids is simple and well known. On the other quantity of material required may be quite large. This is espe-
hand, while the value of low filtration is widely recognized, cially true when substantial amounts of salts are present. In
it is seldom possible to determine precisely what filtration rate such a case small addition~ of starch may increase rather than
is required for the mud to perform its functions properly. Fil- reduce the filtration rate of the mud.
tration rate is important because it influences the ease of
Carboxy-methyl-cellulose, a chemically altered form of cellu-
of
Manuscript received in the office the Petroleum Branch Aug. 20. 1961.
Paper presented at the Petro!eum Branch Fall Meeting in Oklahoma City.
lose, has some advantages over starch. It is effective in smaller
Okla .• Oct. 3-5. 1951. concentrations and does not increase the viscosity as much as
Vol. 195, 1952 14S-G PETROLEUM TRANSACTIONS, AIME 85
T.P. 3282 A NEW ADDITIVE FOR CONTROL OF DRilLING MUD FilTRATION
does starch. However, it is much more expensive than starch molecular weight condensation product of partially sulfonated
and like starch requires a preservative for long, continuous phenol and formaldehyde. This material has been called SPIF
use, although it is subject to microbiological attack somewhat for convenience.
less readily than starch. SPIF is a synthetic product made by partially sulfonating
Soaps are also used to a considerable extent, wmally in com- phenol with concentrated sulfuric acid and reacting the prod-
bination with oil in emulsion muds. Soap in combination with uct with slightly less than an equal molar amount of formal-
oil may promote low filtration rates. The addition of soap, how- dehyde. The reaction is stopped by neutralization with an
ever, may increase the mud viscosity greatly, and such soap- alkali when viscosity measurements show that gel formation
emulsion systems are as sensitive to contamination as the clay- is about to take place. High molecular weight is necessary for
water system from which they are prepared. SPIF to be effective; low molecular weight products are use-
None of the currently used materials has all the properties less. The molecular weight is indicated by the viscosity of the
desired of a treating agent for control of filtration rate in solution. A desirable molecular weight is obtained in a vis-
drilling muds. cosity range from 100 to 300 cp at 25°C for solutions contain-
ing 30 per cent crude SPIF. The product after neutralization
can be dried and powdered for ease of handling. The yield of
the crude SPIF is 300 per cent based on the weight of phenol
used, and is composed of about 40 per cent active ingredient,
40 per cent salts resulting from neutralization, and 20 per cent
NEW SYNTHETIC MUD-TREATING AGENT low molecular weight polymers.
It is not known just what the cust of manufacturing SPIF
In order to develop a material which would have all of the in commercial quantities will be. However, the raw material
properties desired, a laboratory investigation was initiated. A cost is moderate, and the manufacturing steps are simple. It
number of materials were investigated as additives for drilling is anticipated that a favorable cost figure will develop. Proce-
muds with the objective of discovering a material highly effec- dures for preparing SPIF were developed in Humble Oil and
tive at low concentration in reducing filtration rate, especially Refining Co. laboratories, and manufacture of a quantity suf-
in salt-water muds, and which would not require preservative ficient for a field trial was carried out by Monsanto Chem-
and not increase the viscosity greatly. One of the most promis- ical Co.
ing of the materials investigated was a water-soluble, very high
i:
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40 Leg~pd,F
Storch
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i i..... .,,""
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I
filtration rate of a mud by plugging the small openings be-
tween mineral particles in the filter cake. Any treatment of a
mud which diminishes the size of the openings to be plugged,
iii '"
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i
.......
...... 1 i
I I
as, for instance, dispersion of clay by chemicals, permits reduc-
~ is 20 f---- - --. -t ........ ~ I ---1--- tion of filtration rates with smaller concentration of organic
colloids. Thus, it appears that any of the organic treating
~ ~ _ - -' ' I 1 ~ agents would be effective in fresh water mud at low concen-
~u oL-----~----~----~----~----~----~----~
1 1 tration because the pores of the filter cake are very small at
the beginning of the treatment. However, when substantial
60r------------------------,-----,-----,----_, amounts of salt or calcium and magnesium ion are present in
I ,. the mud the clays are coagulated and the pore sizes in the
I ........ "' ... filter cake are much larger. In such muds larger concentrations
of the organic colloid are required to give a low filtration rate.
In addition, when starch or carboxy-methyl-cellulose is used
in such muds the first addition of the agent usually results in
higher filtration rates. It is only after the addition of substan-
tial quantities that a desirably low filtration rate is obtained.
The absence of a favorable effect from initial additions of
starch or CMC is considered to be a result of adsorption of
the organic colloid by the mineral solids. There is no evidence
that SPIF is adsorbed by mineral solids in either fresh or
saline muds since SPIF at low concentrations causes substan-
tial reduction of the filtration rate.
, '---t---+-__~
11--<-
-r-----+--I
I
I I
I LABORATORY TESTS OF SPIF
2 3 4 5 6 7
<Ii
a. o
Fig. I shows the effect of the addition of SPIF to a neutral o L -______________________-L____L -______- - J
cm to a maximum of 37 cu cm and then decrease to 34 cu cm from 48 to 75 g Stormer and then decreased to six g, which
API. Further additions of starch caused the filtration rate to value did not change further as more starch was added. These
decrease so that the water loss was 7.8 cu cm API after the data are illustrated in Fig. 4.
addition of 10 Ib/bb1.
It was found that by increasing the alkalinity of the satu-
rated salt-water mud with soda ash or caustic SPIF became
effective as a filtration reducer. Illustrated in Fig. 4 is the
manner in which SPIF reduced the water loss of a saturated
Effect of SPIF in Saturated Salt-Water Mud salt-water mud containing four lb of soda ash per bb1. It may
be seen that the filtration rate was reduced from 150 cu cm
SPIF in a neutral mud in which the liquid phase was satu- to 27 cu cm, then to 13 cu cm and finally to 6.5 cu cm API,
rated salt water did not cause a significant decrease of the fil- respectively, on addition of four, six, and eight Ib of SPIF
tration rate and did not affect greatly the viscosity or the gel per bbl of mud. SPIF did not cause any significant change in
strength of the mud. In comparison, the first 3.4 Ib of starch the viscosity when these additions were made. Thus, if the
per bbl mud caused the filtration rate to increase from 54 cu alkalinity of the mud is increased, SPIF becomes effective as
cm to 118 cu cm API. When the starch concentration was in- a filtration-control agent in saturated salt-water muds.
creased to 7.4 lb/bbl, the filtration rate was decreased to 17.5
cu cm and on further increase to 1l.1 lb/bbl, the water loss
was decreased to 5.3 cu cm API. Addition of starch caused
viscosity of the saturated salt-water mud to increase in a some-
what erratic manner, increasing from 25 to 175 cp, then de- Stability of SPIF
creasing to 122 cp and finally increasing to 162 cp as 1l.1
lb of starch per bbl was added. The gel strength was increased
One of the principal difficulties in the use of starch or car-
boxy-methyl-cellulose for filtration control is their susceptibil-
ity to fermentation, which makes necessary the use of a pre-
£ervative. The use of a preservative in many cases adds con-
siderably to the mud treating costs. SPIF, by virtue of its
composition, is immune to microbiological attack. With SPIF
there does exist a possibility of certain chemical reactions that
could lead to a loss of effectiveness. First, continued poly-
merization could occur, which might increase the molecular
::;
weight to a point where the SPIF is no longer completely sol·
a. uble. Second, there exists a possibility that a reaction similar
~ 100r-----T-----~----~----_r-_~-~~-----,----~
o to hydrolysis might take place and cause a decreased molecu-
'"... I _..- ~-- I lar weight and a decreased efficacy. Other than the reduction
<I .......... I I of the effect on filtration rate, no products formed would be
i 50 ~ ·--~-:.... ,;:~..-:-I____ -0--;- - ..
- ...::c.. L; -"1--- --0 deleterious to the mud properties.
~ ~ I! I To test the rate at which SPIF decreases in efficacy with
<f> 0L-____L -____ ____
.. , ____ _____ L_ _ _ __ L_ _ _ _
time, a mud was made with sea water and shale taken from
~
~
~
~
(/)
a.
U 150 r------,------,.------.,-----,------,-----,.------,
a well drilled in South Louisiana. This mud, which had a
I II I water loss of 90 cu cm API, was treated with six Ib/bbl SPIF
J I i /~ i to decrease the water loss to 6.8 cu cm API. The treated mud
was divided into four aliquots, two of which were adjusted
0:: e'i 100 ---+-- ·-I-------~~-"'-------i-- to pH 12.1 with caustic and quebracho solution, and the other
i~ ~ ::;
50 I--_ _ cc=_.l~-=-------~'
..... "1'-- I
"'...' I
I,
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---+I __
two left at pH 8.3. One sample each of pH 8.3 and pH
12.1 was aged at 75°F, and the other samples were aged at
190°F. The results of these tests are summarized in Table I.
'" I .... 'I I These data show very little effect on the filtration rate of the
f
OL-----~--~~--~----~----~---------~
i mud aged 50 days at pH 8.3 and at 75°F; the water loss in-
creased from 6.8 cu cm to 9.6 cu cm API during this time.
40r------,-------,-----.,-----,------,------------,
When the pH was increased to 12.1 at 75°F or the temperature
Leg~nd
at either pH was increased to 190°F, the deterioration was
6---+---~~--r--~1- - - r SPIF increased, the filtration rate increasing from 6.8 cu cm to 23.8
I I --- Storch cu cm API in 50 days at pH 12.1 at 75°F. It is of interest to
note that both viscosity and gel strength changed but slightly,
,,-+--l---,- - - I and in most cases both decreased.
" : I I
~-~-~~T_-_+---+-~~~i " l---J---
FIELD TEST OF SPIF
4 6 8 10 12 14
Les. ADDITIVE PER BBL MUD
To provide a supply of SPIF for a field test in a well, Mon-
santo Chemical Co. cooperated in the preparation of 22,000
Ib of the material. The details for the manufacture were
FIG. 3 - EFFECT OF SPIF ON FIVE PER CENT SALT WATER MUDS. worked out jointly.
88 PETROLEUM TRANSACTIONS, AIME Vol. 195, 1952
R. A. SAlATHIEl T.P. 3282
-
The well chosen for the test of SPIF was a 14,000-ft test 200
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to be drilled in Lake Raccourci, Louisiana, designated a'i a.
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State Lease 1449, Well 1. This well was chosen for several
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reasons. First, the location made it advantageous that the rela-
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150
./ " ... ~
tively salty water, 11,600 ppm chloride, of the Lake Raccourci >- ...-
/ _.... ""
"r'---
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embayment be used for the mud in order to save tug and barge 0: I
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costs incurred in hauling fresh water. The diesel-electric rig :"
did not require fresh water. Second, the well was to be a deep
0:
0 100 / Legend
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Ul
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test and would give an extended time for the test. Third, sev- I - - - SPIF
I ---- Storch
eral other wells had been drilled in the area using the salty
water for the mud and standard filtration control materials to
Ul
a.
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>- 50
I
I --- Mud contains 4 Ibs per bbJ
Soda Ash treated with SPIF
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reduce water loss which could serve as a basis for comparison Ul
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of the cost and efficacy of SPIF. 0
Ul . 1 - - - - + - -.. {:l
The well was spudded in April 22, 1951, using a mud made >
0
from bentonite, lime, and the salt water of the lake. Conductor
pipe was set at 228 ft and 13%-in. surface pipe was set at 100
The first addition of SPIF was made on April 30, 1951, while
the fishing operations were in progress. The material was
added as a dry powder through a mechanical mud mixer. The
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' ..... --------
addition and mixing were accomplished with no difficulty and 150
after addition of 9,350 Ib of SPIF, about 4.7 Ib/bbl of mud
1\, ..
\ / ........ - "
based on an estimated mud volume of 2,000 bbl, the water ~
wa.
loss was reduced from 52 cu cm to 12 cu cm API. Sufficient
water had been added to reduce the mud weight from 10.7 to
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0: Z
100
//,\ ,
10.1 IbJ gal and the viscosity increased with clay to 37 sec
Marsh funnel. The alkalinity was 0.01 per cent and the chlo-
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ride content was 11,400 ppm. !':
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50
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6 8 10
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12
LBS. ADDITIVE PER BBL MUD
Table I--Aging Tests of SPIF in Sea-Water Mud-Of
Stormer Stormer Filtration
Time, Temp., Viscosity Initial eu em,
days pH 'F ep Gel, g API
FIG. 4 - EFFECT OF SPIF ON SATURATED SALT WATER MUD.
0 8.3 75 6. 2 6.8
0.75 6. 2 7.0
4 5. 3 7.5
11 5. 2 6,5
22 4.5 1 7.5
50 4.5 0 9.6
0 12.1 75 4,5 2 6.4
0.75 5. 0 6,0 After the fish was removed on May 4, 1951, the hole size
4 4.5 0 6,0 was reduced to 9% in_ and drilling was continued to 9,180 ft.
11 4.5 0 9.6 The average mud properties maintained while drilling the
22 4.5 0 LO.6 1,700 ft in this interval were: weight, 10.4 Ib/gal; viscosity,
50 4,5 0 23.8 37 sec Marsh funnel; chloride, 12,500 ppm; alkalinity, 0.07
0 8.3 190 6. 2 6.8 per cent; filtration rate, 11.0 cu cm API. Maintenance of the
0,75 4.5 1 6.8 mud in this interval required 3,740 Ib of SPIF. Caustic que-
4 4.5 1 7.8 bracho and caustic lignite solutions were used for viscosity
11 4.5 1 8.6 control.
22 4.5 1 11.0 The mud was converted at 9,180 ft to an oil emulsion by
50 Sample lost during aging period addition of diesel oil. After emulsification was complete, the
0 12,1 190 4.5 2 6.4 mud weighed 10,4 lb per gal, the viscosity was 51 sec Marsh
0.75 4.5 0 6.6 funnel, chloride content was 13,000 ppm, the alkalinity 0_09
4 4.5 0 9,2 per cent, oil content 14 per cent, and the filtration rate was
11 4.5 0 10.5 eight cu cm API.
22 4.5 0 15.5 The 9%-in. hole was drilled to 10,450 ft, at which depth
50 6.5 0 18.6 drilling was halted, the hole was reamed to 12'l4 in. from 7,492
to 8,600 ft, and 9%-in. casing was set and cemented at 8,594
*Mud prepared by stirring sha~e from a well in South Louisiana into sea
water. Initial filtration of 90 eu em API reduced to 6.8 by treatment ft on May 13, 1951. The average mud propertie3 while drillin!!;
with 6 Ib/bbl of SPIF. The pH was adjusted in two aliquots from 8,3 to the 1.300 ft of hole and reaming were: weight, 10.4 Ib / gal;
12.1 using caustic and Quebracho solution. pH adjustment decreased fil-
tration rate from 6.8 to 6.4 cu em API. viscosity, 42 sec Marsh funnel; chloride, 14,000 ppm; alka-
Vol. 195, 1952 PETROlEUM TRANSACTIONS, AIME 89
T.P. 3282 A NEW ADDITIVE FOR CONTROL OF DRIlliNG MUD FILTRATION
linity, 0.09 per cent; oil content, 12 per cent; filtration rate, mud. Although the total mud cost on this job was somewhat
8.6 cu em API. The SPIF required to maintain th\: filtration more than the average of the three comparison wells, the dif-
rate during this 1,300 ft interval was 1,320 lb. ference was due to the relatively high cost of the experimental
On May 13, 1951, the cement was drilled from the casing. quantity of SPIF. A lower price for the polymer may be
which caused a slight contamination from the cement. The anticipated with commercial manufacture, and more experi-
mud was converted at 10,500 ft to a SPIF-emulsion-lime mud. ence with SPIF mud treatments should make its use competi.
The filtration rate increase to 23 cu cm API after addition of tive with the filtration control agents now in use.
2,100 lb of lime. It required 4,620 lb SPIF to lower the water
loss to 10 cu cm API. The well was drilled from 10,500 to
12,900 ft, during which time lime was added to the mud,
along with caustic quebracho and caustic lignite solutions for
viscosity control. The SPIF requirement for this 1,400 ft of CONCLUSIONS
hole was 2,530 lb to maintain an average filtration rate of
eight cu cm API. The alkalinity was maintained at about 0.25
The results obtained from laboratory studies and field use
per cent, and the other properties remained as previously
of a sulfonated phenol formaldehyde polymer for control of
carried.
filtration rate of drilling muds have led to the following
The supply of SPIF was exhausted at 12,900 ft, making conclusions:
necessary the use of starch for filtration control below this
1. A new synthetic material, SPIF, has been made that will
depth. The conversion to starch was made with no difficulty
control water loss from drilling mud;
other than an increased viscosity normally experienced when
starch is added to a mud. 2. The material is suitable for treatment of muds made from
fresh water or water that contains salt in concentrations up
There were no special treatments required at any time dur-
to saturation;
ing the SPIF test. The material was easy to handle and to mix
with the mud. There was no evidence of deterioration of the 3. SPIF is not subject to fermentation;
SPIF during the 27 days over which the test was conducted. 4. SPIF does not increase the viscosity or gel strength of
The maintenance cost, once the initial SPIF treatment had a mud to an undesirable degree;
been made, was comparable with the average of three other 5. The new filtration control agent requires no special mud
wells drilled in Lake Raccourci using the lake water for the treating techniques. * * *