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TECHNOLOGY FOCUS

Drilling and
Completion Fluids

When you take a look at the oil industry these days, what is the one thing you Brent Estes, SPE, is a Drilling
hear and read about the most? “Shale plays.” Operators are developing resources, Fluids Specialist for Chevron Energy
purchasing acreage, and purchasing companies that have acreage in the USA and Technology Company supporting world-
in countries around the world, now more than ever before. wide drilling operations. Previously,
For long-term economic stability of these projects, they need to be drilled as
inexpensively and as fast as possible—basically, they need to be “factory-type he was with ExxonMobil and Baroid
wells.” The main fluid-related challenges associated with shale drilling are Drilling Fluids. Estes earned a BS
rate of penetration (ROP), shale stability, torque and drag, and waste manage- degree in petroleum engineering from
ment. Many of these wells are being drilled with nonaqueous fluids (NAFs) Texas A&M University. He has a broad
to meet these challenges, with the only real issue being waste management. background in all aspects of drilling
However, there are technologies being used that reduce the amount of waste
and completion fluids, including fluids
generated with NAFs, such as premium solids-control systems and thermal-
desorption methods. research and development and work-
In an effort to eliminate NAF waste-management issues, drilling-fluids com- ing as a drilling engineer. Estes has
panies have developed fit-for-purpose water-based drilling fluids for each of the authored several SPE papers and serves
major shale plays. The shale regions around the world vary in depth, mineralogy, on the JPT Editorial Committee.
temperature, and other characteristics, and a single fluid formulation does not
fit all circumstances. Each fluid is customized to the unique characteristics of a
particular shale region. Fluids companies have specific products and chemistries
that are designed for a specific type of shale and drilling operation.
As technological advances enable exploitation of shale resources around the
world, the challenge will be to find the most-cost-effective solution. As always,
the lowest overall well cost may not result from the lowest-cost-per-barrel drill-
ing fluid. One has to take into account ROP, torque and drag, wellbore stability,
and waste management when determining the most-cost-effective solution.
There were many good papers written this year, and I have tried to choose a
variety of universal topics. Please take time to read them and the papers listed as
additional reading. JPT

Drilling and Completion Fluids additional reading available


at OnePetro: www.onepetro.org
SPE 144214 • “Crude-Oil-Compatibility Method Significantly Minimizes
Volumes Required” by Katrina Schultz, SPE, Baker Hughes, et al.
SPE 142008 • “Chemical Properties Affecting the Environmental Performance
of Synthetic-Based Drilling Fluids for the Gulf of Mexico” by P.B. Dorn, SPE,
Shell, et al.
SPE 139623 • “Drilling-Fluid Design Enlarges the Hydraulic Operating
Windows of Managed-Pressure-Drilling Operations” by Doug Oakley, M-I
Swaco, et al.
SPE 139534 • “Preliminary Test Results of Nanobased Drilling Fluids for Oil-
and Gasfield Application” by Md. Amanullah, SPE, Saudi Aramco, et al.

64 JPT • NOVEMBER 2011


DRILLING AND COMPLETION FLUIDS

Improving Compatibility of Drilling Fluid, Completion Fluid,


and Other Well-Treatment Fluids for Deepwater Wells

In Gulf of Mexico (GOM) deepwa- brine or spacer fluid is mixed with lymers) may be used to lessen the
ter completions, synthetic-based mud SBM, the mixture may form very incompatibility. Solvent and mutual
(SBM) has been used widely for drilling viscous, paste-like materials that are solvent that alter the emulsion stabil-
the reservoir section. With increasing difficult to displace or can cause prob- ity and solids-wetting nature may be
well depth and higher reservoir pres- lems with shaker operations. used for this purpose.
sure, higher-density drilling fluids are In addition to mud displacement,
used. It has been observed that with the compatibility of SBM and injected Performance Criteria
the increased density of drilling fluid, fluids during frac-pack operations is of Chemical Additives
the incompatibility of drilling fluid, important. Sometimes, loss of whole For successful displacement, the work
completion fluid, and other well-treat- mud into the formation is unavoid- string or casing must be water-wet
ment fluids can cause additional prob- able when drilling and completing a and free of SBM film. Further, the
lems in drilling and completion activi- well at overbalanced conditions. The final brine turbidity must be less than
ties. Often, the formation damage mixture of SBM and completion brine 20 nephelometric-turbidity units or
caused by such incompatibility can be lost into the reservoir may become as low as possible. However, there
very difficult to remediate. Chemical viscous and difficult to break and is no direct correlation between this
additives were studied for prevent- flow back. Injected frac-pack fluid guideline and the laboratory-test data.
ing this incompatibility between drill- or gravel-pack fluid also might con- In mud displacement, rheology of the
ing fluid, completion fluid, and other tact the mud and form mixtures that fluid circulated out needs to remain
well-treatment fluids. are difficult to move and can reduce low to allow a high enough circula-
well productivity. tion rate. Usually, turbulent flow is
Introduction In GOM well-completion opera- ideal, so it is essential not to generate
In deep water, wellbore cleanup is tions, acids are sometimes pumped high viscosity when other fluids come
critical for drilling and completing before the frac pack or gravel pack into contact with mud. In field opera-
wells. There have been cases in the to clean up the post-perforation pill tions, mud rheology can be reduced
GOM in which several extra days and to help clean up the perfora- either by dilution with base fluid or by
were needed to achieve acceptable tions to improve fluid injectivity. chemical treatment.
cleanup. Also, when displacement is Incompatibility of SBM and acids can When whole SBM is lost into the
not effective, mud residue may cause affect well productivity significantly. formation and mixed with lost com-
formation damage in the subsequent Also, HCl, organic acids, and mud pletion brine or injected fluids such
well completion. One displacement acids (such as HCl/HF or organic- as acids, NH4Cl brine, or fractur-
problem is that when completion acid/HF acid blends) may be pumped ing fluids, there are no clear criteria
to clean up perforations or near- for laboratory-test results. This study
This article, written by Senior Tech- wellbore damage before the frac-pack tried to use both rheological measure-
nology Editor Dennis Denney, con- fluid is injected. If mud remains in ment and visual observation during
tains highlights of paper SPE 141513, the wellbore or if SBM is lost to the compatibility testing as indicators of
“Chemical Additives for Improving Com- reservoir, acid may come into contact chemical-additive performance. The
patibility of Drilling Fluid, Completion with the SBM, resulting in the viscous following criteria were proposed for
Fluid, and Other Well-Treatment paste-like mixture that is worse than selecting of chemical additives to be
Fluids for Deepwater Wells,” by the mixture of SBM and brine or SBM used in the aqueous fluids.
Xiaoping (Victoria) Qiu, SPE, Lee and spacer fluid. • Low viscosity of the SBM/aque-
Morgenthaler, SPE, Eddy Martch, The incompatibility of SBM with ous-fluid mixture
SPE, Hiep Vu, SPE, Mootasem Chtay, aqueous fluids or acids is caused • No viscous or sticky sludge
and Vanessa Farrell David, Shell mostly by emulsifiers, the oil-wetting formed at various ratios of SBM/aque-
International E&P, prepared for the agent used to wet the barite or other ous fluid
2011 SPE International Symposium on solids, and by organophilic clay in
Oilfield Chemistry, The Woodlands, the mud. Chemical additives that can Experimental Studies
Texas, 11–13 April. The paper has not change the emulsion stability (e.g., Several test methods were used to
been peer reviewed. surfactants and polymers or copo- investigate the incompatibility

For a limited time, the full-length paper is available free to SPE members at www.jptonline.org.

JPT • NOVEMBER 2011 65


between SBMs and aqueous fluids and zinc-salt-based brine, surfactant duced thicker mixtures. Comparing
including brine, acid, and fractur- alone may not be enough to reduce the three acids, the 10%-HCl/SBM
ing fluid. Mud samples containing the viscosity of mud/brine mixtures. mixture generated the most viscous
drilled solids or simulated drilled sol- Therefore, the effect of solvents, mixture. To prevent the thick mix-
ids were preconditioned by hot roll- mutual solvents, and other dispersing ture, various types of surfactants and
ing at each well’s bottomhole static additives also was studied. solvents, including mutual solvents,
temperature for 16 hours. Each time a These results indicated that for were evaluated. With selected com-
mud sample was taken, the mud was either CaBr2 or NH4Cl brine, addi- binations of surfactant and solvents
premixed to allow uniform sampling. tion of a solvent can reduce the mud/ added to the 10% HCl acid, no vis-
Additionally, for each test batch, a brine-mixture viscosity effectively; cous mixture formed when the SBM
mud sample was tested as a control however, excessive solvent can break and acid were mixed together and
sample for visual appearance and rhe- the emulsion completely and cause hot rolled.
ological properties. Whenever pos- phase separation. Experience has
sible, the samples were field samples. shown that when mud has formed Conclusions
When field mud was not available, a clumps with viscosity and density • The laboratory-testing methods
laboratory mud or plant sample con- higher than that of the original mud, developed in this study can furnish
taining simulated drilled solids was well cleanup can require extra time, visual and quantitative indications of
used. The completion-brine samples with many more circulations being compatibility between SBM and aque-
were field samples. The 5%-NH4Cl- required to remove the lumpy high- ous fluids including brine, spacers,
brine and acid samples were made solids-content material. fracturing fluids, and acids.
in the laboratory from field samples. It is likely that the formation of • From testing SBM with densities
The spacer-fluid samples also were a viscous mud/aqueous-fluid mix- from 9.6 to 15.8 lbm/gal, it was found
obtained from the field. The vol- ture was the result of at least two that for mud density less than 14 lbm/
ume ratios of mud/aqueous fluid were major factors. gal, the incompatibility of mud and
20:80, 50:50, and 80:20. • A large amount of free water in brine or other aqueous fluid such as
the brine can cause swelling of the acid could be minimized by use of
Chemical Additives. This study clay in the SBM and stabilize the oil/ surfactant alone.
focused on the effectiveness of chemi- water emulsion. This happens mostly • For mud with lower density, sev-
cal additives such as surfactants and with lower-density-mud/brine combi- eral surfactant types can help mini-
solvents for minimizing the incom- nations. mize the incompatibility.
patibility of mud and aqueous fluids. • For higher-density mud, the main • When the mud density is greater
Surfactants (surface-active agents) are problem may be the large amount than 14 lbm/gal, the viscosity of the
amphipathic molecules consisting of of emulsifier used in the SBM (to mud/aqueous-fluid mixture is high
a nonpolar hydrophobic chain and stabilize the water/oil emulsion and and difficult to reduce with surfactant
a polar head group. The balance of maintain mud properties) and the alone. Solvent, especially a mutual
hydrophobic and hydrophilic proper- wetting agent (used to make the barite solvent, in combination with surfac-
ties in one molecule makes the surfac- and drilled solids oil-wet). With high- tants can minimize incompatibility
tant associate in water and aggregate density mud, even when high-density and help reduce the viscosity.
at the boundary layers of immiscible brine (i.e., low free water) is used, the • The incompatibility between
phases. Surfactants are active at solid/ mud/brine mixture can become very higher-density mud and HCl or acetic
liquid, liquid/liquid, solid/gas, and viscous by forming a stable emulsion or formic acids tended to be more
liquid/gas interfaces. Selecting proper with the emulsifiers. severe than that between mud and
surfactants to use in the aqueous brine. The formulation of HCl must
fluids is not obvious because sev- SBM/Acid Mixtures. Three acids be tested carefully.
eral kinds of surfactants may be used were tested with 13.0- and 15.4-lbm/ • To minimize incompatibility
as emulsifiers in SBM, as oil-wetting gal SBMs. The acids were 10% HCl, between mud and aqueous fluids,
agents for barite and drilled solids, 10% formic acid, and 9% HCl/1% HF, optimization of chemical additives
and for other purposes such as pre- all commonly used in the GOM. The (including surfactants, solvents, and
venting the hydration of organophilic samples were taken after hot rolling mutual solvents) in aqueous fluids
clay. This study investigated the effect for 16 hours at 180°F. No viscosity depends on the mud formulation,
of various surfactant structures and was measured because of the phase so the additives must be optimized
charges on the compatibility of SBM separation and very viscous clumps. against actual mud.
and aqueous fluids, especially acids. The acids contained no corrosion This study identified basic guide-
inhibitor or any other additives that lines for testing compatibility of and
Experiment Results normally are added to the acids. The optimizing aqueous-fluid formula-
Several SBMs with densities varying tested SBM/acid volume ratios were tions. In future studies, the wettabil-
from 9.6 to 15.8 lbm/gal were tested. 50:50 and 20:80. ity will be measured for the mixture
The salt content and densities of the The 15.2-lbm/gal SBM mud formed of mud and aqueous fluids to obtain
completion brines were selected to thicker mixtures than did the 13.0- further performance indicators and
match that of the mud. Rheology data lbm/gal SBM for all three acids. improve optimization of aqueous-
suggest that for high-density SBM The 50:50 volume ratio also pro- fluid formulations. JPT

66 JPT • NOVEMBER 2011


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DRILLING AND COMPLETION FLUIDS

Holistic Drilling-Fluid and Waste Management


in the Fayetteville Shale

Successful application of a holistic- (OBM) with a total footage of more team with knowledge and expertise
fluid-management (HFM) program than 4,200,000 ft. Fifteen anomalous to identify and address all potential
from January 2009 through December wells that exhibited severe lost circu- opportunities to improve operations.
2010 improved drilling-fluid perfor- lation or other problems were exclud- This team should be unencumbered
mance and reduced waste and costs ed from the study. The remaining 705 by allegiance to any product lines or
in Southwestern Energy’s Fayetteville wells drilled with OBM are the subject services and be empowered to exert
shale-gas project in Arkansas. The of this paper. control over all aspects of the project.
HFM program lowered drilling-waste Various studies have shown the The team for this study comprised
volumes by approximately 45%, while economic and environmental benefits a representative from the operator’s
reducing drilling-fluid and -waste costs gained by use of drilling-fluid-man- drilling department, designated as the
by 36%. The reduction in combined agement programs for conventional performance champion, and a group
costs (i.e., fluid systems, solids-con- oil and gas plays. Typically, before of drilling-fluid and process special-
trol equipment, and waste disposal) management programs were applied, ists from an independent consultant.
totaled USD 69 million while drilling procurement of drilling fluids and The primary role of the performance
more than 4,200,000 ft in 705 wells associated services accounted for 20 champion was to provide direction
with oil-based mud (OBM) during the to 30% of the combined costs for regarding the planning and execution
24-month study period. overall fluid management, solids con- of the HFM plan.
trol, and waste disposal. Reductions One of the consultants was desig-
Introduction in the quantities of chemicals and nated as project manager, stationed
Like most shale-gas projects, the base fluids used and in waste gener- in-house and reporting directly to the
Fayetteville shale requires specific ated at drilling sites can result in sig- performance champion. The project
well-construction techniques. Most nificant cost savings and a reduction manager provided daily supervision
of the wells drilled during the project in environmental effects. of the project. In addition to opera-
period were horizontal, with total tional duties, the project manager
measured depths of 8,000 to 9,000 ft Drilling-Fluid-Management reviewed and analyzed data to facili-
with lateral sections approximately Considerations tate comparison with program goals
4,500 ft long. On average, 15 rigs The solid- and liquid-waste streams and targets. The project manager was
were active during 2010, each unit produced in typical well construc- supported at the field level by project
completing approximately 35 wells/ tion can be grouped into five general coordinators and field supervisors.
yr. During this 24-month study, 1,000 categories—cuttings; drilling fluid These individuals were responsible for
wells were drilled for a total footage of on cuttings; drilling-fluid dilution, implementation of the HFM-program
more than 5,700,000 ft. Of these, 720 dumping, and tank bottoms; water; elements at the drilling site.
wells were drilled with oil-based mud and other waste fluids. The aggregate
volume of the generated waste typi- Project Phases and Results
This article, written by Senior Technology cally is 10 to 15 times the overall vol- Define Expectations and Program
Editor Dennis Denney, contains high- ume of the hole drilled. The cuttings Objectives. This initial step estab-
lights of paper SPE 144036, “Holistic volume cannot be reduced, but all lished the work scope and helped
Drilling-Fluid and Waste Management other waste streams can be reduced. develop specific objectives of the
in the Fayetteville Shale,” by Mark HFM program. The following expec-
Mabile, SPE, and David Richardson, Project Team tations were indentified.
Southwestern Energy, and Steven To be effective, the HFM program • Reduce generated wastes
Garner, Barry Broussard, and must consider the broad interaction • Improve the rate of drilling prog-
Richard Smith, SPE, Performance Fluid of products, equipment, and activi- ress
Management, prepared for the 2011 ties that constitutes a drilling project • Move fluid-management opera-
SPE North American Unconventional rather than focus on individual com- tions to closed-loop systems
Gas Conference and Exhibition, The ponents that might be linked to a par- • Reduce net combined cost
Woodlands, Texas, 14–16 June. The ticular product or service. Application The overall work scope examined
paper has not been peer reviewed. of this approach requires a project only processes at the back end of

For a limited time, the full-length paper is available free to SPE members at www.jptonline.org.

68 JPT • NOVEMBER 2011


Fig. 1—Wastes before implementing HFM. Fig. 2—Wastes after implementation of HFM.

the rig. This approach considered recalculated every 6 months on the centrifuge had the capacity to process
only the fluid-management, solids- basis of results from the preceding 80 to 100 gal/min for the mud weights
control, and waste-handling processes 6 months. used in drilling, but most of the flow
involved after rigging up and did not The pre-HFM-program generated- was bypassed while operating.
include engineered improvements to liquid-waste/theoretical-wellbore- The combined effect of the SCE
the rig or well-construction methods. volume ratio and the corresponding operational problems contributed to
drilling-fluid dilution rates were high. high levels of low-specific-gravity sol-
Identify Opportunities. The project Close examination of the solids-con- ids in the fluid. Particle-size analyses
team evaluated baseline conditions trol equipment (SCE) and operating of fluid samples revealed a high frac-
for the drilling program and identified practices identified two likely respon- tion of ultrafine solids that could
specific operations and aspects having sible mechanisms. First, the shale not be removed by single-stage cen-
potential for improvement. Results shakers were not operated at optimum trifuging. This increased the quanti-
from previously drilled wells were settings for the drilling conditions. ties of base oil (diesel) needed for
communicated to all field person- Typically, the shakers were equipped mud dilution, limited the effective
nel. Also, waste-reduction awareness with 140-mesh screens. Maximum lifecycle of the drilling fluid, and
was fostered by wellsite supervisors screen coverage of 50% was used increased treatment-chemical use and
through communication to rig crews with flow rates of 540 to 560 gal/min waste generation.
and service-company representatives. because of high shaker-bed eleva-
tions. Maintenance issues also were Develop KPIs and Targets. The proj-
Establish Benchmarks. Benchmark identified, and some shale shakers ect team established KPIs to monitor
costs were collected from 45 wells required upgrades or replacement. progress after improvement imple-
drilled with OBM by nine rigs from Second, each rig was equipped with mentation. Dual targets were estab-
July to September 2008. The result- a single low-volume fixed-speed cen- lished for all KPIs. The first-level
ing combined cost of USD 45.47/ft trifuge. On most wells, centrifuges target typically was the minimum
was used as the primary benchmark were operated intermittently, process- achievement obtainable with a mod-
key performance indicator (KPI) ing less than 10% of the flow in the erate degree of process change and
for the project. Benchmarks were well’s build and lateral intervals. Each effort. A stretch-level target for the

JPT • NOVEMBER 2011 69


same KPI was established that was the financial and technical objectives • Some rigs (having the new SCE
theoretically achievable with elabo- of service providers and the operator. and operating procedures) reverted
rate potential changes to the baseline Resistance to operational changes to former operating practices in an
drilling operations and/or increased did affect progress toward HFM goals. attempt to accelerate drilling progress
effort from staff and contractors. A The project team countered this resis- through the difficult formations
review of the initial rig surveys, field tance by incorporating monthly and • Drilling fluid on some rigs did not
operations, and actual costs estab- quarterly feedback along with presen- meet recommended specifications
lished the financial and performance tations of results to all stakeholders.
KPIs and targets for the first 6 months This communication was pivotal in Conclusions
of the project. convincing personnel to embrace the The combined-cost performance re-
HFM plan and its goals. mained at or above USD 25/ft from
Develop the HFM Strategy and Plan. November 2009 to August 2010. The
A performance strategy and plans for Execute the Plan. The project team project team noted that although some
OBM management were developed consulted with the drilling staff, prod- rigs continued to show cost reduc-
by the project team. Establishing a uct suppliers, service providers, and tions on par with progress achieved
documented strategy for fluid and other contractors to provide clear during the first half of the year, those
waste management ensured that the direction for implementation of plan cost reductions were being offset by
project adhered to the holistic phi- elements. The performance tracking increased costs on the three new rigs
losophy. The strategy included the to compare progress with program that had inadequate solids control.
following tasks. goals was conducted on a well-to- Phase 2 modifications were 80% com-
• Manage and coordinate the inter- well basis, and verified scorecards plete by February 2010 and approached
action of fluids, solids control, waste were generated at 6-month intervals. 95% by July 2010.
management, and disposal Snapshot scorecards also were gener- The final 6 months of 2010 showed
• Establish best practices, measure ated on a monthly and quarterly basis. steady improvements, and by year-
performance parameters, and derive Phase 1 commenced in January end, the project noted combined-cost
KPIs 2009, with the replacement of exist- reductions averaging USD 24.20/ft
• Plot progress toward established ing fixed-speed low-volume centri- for the period. These improvements
goals on the basis of KPIs over the life fuges with variable-speed large-bowl were achieved through an increased
of the drilling program centrifuges. Through the first half focus on individual-rig performance
• Align service expectations with of 2009, approximately one-third of and vendor performance. In addi-
the operator’s expectations the rigs in service were upgraded to tion, centrifuge performance was opti-
• Deliver quality services the new equipment and were oper- mized by use of particle-size-analyses
• Identify training requirements ating properly. The first combined- results for the feed and effluent of
and opportunities for rig-personnel cost-reduction target of 14% was met each machine.
development within 60 days of the program start Reduction in waste volumes and
• Encourage teamwork date. By June 2009, Phase 1 was 80% management costs was achieved dur-
• Generate a culture of continuous implemented and the corresponding ing the HFM program. Disposal costs
improvement combined cost was reduced by 23% to were reduced from USD 13.93/ft
USD 36.60/ft. to USD 6.26/ft. This overall cost
Manage Change. The tendering pro- Phase 2 modifications consisted of reduction of 44.5% was achieved by
cess used for selection of drilling-fluid the addition of mud-recovery systems decreasing the quantities of waste and
products and services was noted by to the SCE. By September 2009, 25% improving the removal of liquids from
the project team as an opportunity of the operating rigs were equipped mud and cuttings through upgraded
to instill HFM strategies into drill- with mud-recovery systems, and centrifuge equipment and enhanced
ing programs before mobilizing the costs reached an annual low below operating practices.
rigs. Traditionally, budgets have been USD 25/ft by October 2009, for an Fig. 1 shows the condition of drill-
weighted heavily by the selection of overall combined-cost reduction ing waste before improvements to the
successful bids. However, a tendering of 36.2%. SCE and operating practices. After the
process driven by value-added ser- Combined costs rose above HFM improvements were incorpo-
vices and performance targets rather USD 27/ft between October and rated fully into routine operations, the
than cost emphasis alone was thought December 2009. The project team liquid content of the drilling-waste
to aid the HFM process. Fixed-price identified several factors that affected stream was reduced significantly, as
contracts for product vendors can project progress negatively. shown in Fig. 2. The reduced liquid
help align the vendors with HFM pro- • There was increased drilling content of the waste presented less
grams because there is incentive for through difficult geological forma- risk for handling and transport, and
the vendors to minimize the quanti- tions fewer and less-expensive dump trucks
ties of fluids for that project. Another • Three new rigs were introduced could be used in place of vacuum
approach is to outline the expecta- into the drilling program in December trucks to transport waste to approved
tions for the project in detail through 2009 (none had been retrofitted with off-site facilities. The reduction in the
the tendering process. Tenders and proper SCE, and their crews were number of trucks transporting waste
contracts are established with vendors not fully integrated into the HFM led to reduced effects on rural roads
to align mutual goals with respect to approach) and highways. JPT

70 JPT • NOVEMBER 2011


DRILLING AND COMPLETION FLUIDS

Drilling With a Balanced-Activity Invert-Emulsion


Fluid in Shale: Is It Sufficient for Maintaining
or Enhancing Wellbore Stability?

Most wellbore-stability problems en- 4500


countered while drilling occur in shale
formations. Invert-emulsion fluids (IEFs)
are used to drill reactive shales. Testing Deviatoric Stress, psi
of a deepwater shale was performed 4000
with a new apparatus, which allows
shale samples to be tested under
downhole conditions. Results show that 3500
Mineral Oil
even at an activity level higher than the
known shale-activity level, water was IEF—50,000 ppm)
able to enter the shale and weaken it. 3000 IEF—200,000 ppm)
The “chemomechanical-balance” con-
cept was used to explain measured IEF—350,000 ppm)
results in terms of the coupling of
2500
shale-mechanical properties and IEF
0 1000 2000 3000 4000 5000 6000
chemical activity and to explain the
resulting consequences of activity-level Confining Pressure, psi
selection for IEF.
Fig. 1—Calculated deviatoric stress vs. confining pressure for mineral oil
Introduction and three IEFs tested with the direct-shear-test device.
The interaction of invert-emulsion
drilling fluids with exposed shales has Semipermeable-Membrane Theory. to the activity of the water in the shale
received much study because well- At the face of the shale that is exposed will not allow transfer of water into or
bore-stability problems occurring in to aqueous fluid, a semipermeable out of the shale, and the shale’s original
shale are in the 80% range of all cases membrane exists that regulates the flow in-situ stability is maintained.
cited in literature. While usually not of water in or out of the specimen.
found in the reservoir sections, when Fluids having high membrane efficien- Matrix-Stress Theory. Movement of
these shales become unstable, signifi- cies, such as IEFs, have the ability to fluid into shale increases local pore pres-
cant nonproductive time is spent in pull water from the rock efficiently. But sure and, accordingly, lowers the effec-
efforts to stabilize the wellbore, and fluids with low membrane efficiencies, tive rock-matrix stress. Consequently,
sometimes entire drilling intervals are such as common water-based drilling the rock becomes weaker. Rock from
lost. To understand the interaction fluids, do not pull water efficiently. which some amount of pore water has
of IEFs with shale during the drilling There is still uncertainty about whether been extracted shows an increase in
process better, it is helpful to review the membrane is provided by the IEF its effective local matrix stress, and the
the pertinent theories used to describe or by the shale itself. rock strength can increase. It should be
such action. noted that removal of too much pore
Osmotic-Pressure Theory. Fluids hav- fluid from the exposed specimen can
This article, written by Senior Technology ing lower chemical activity compared make it inherently brittle or unstable at
Editor Dennis Denney, contains highlights with the shale-pore fluid can generate some point—a “point of no return” can
of paper SPE 145969, “Drilling With significant amounts of osmotic pres- exist with the extraction of pore fluid
a Balanced-Activity Invert-Emulsion Fluid sure that can be used to remove water from a shale sample.
in Shale: Is It Sufficient for Maintaining from the rock. Conversely, an IEF with
or Enhancing Wellbore Stability?,” by higher chemical activity in the drilling- Previous Testing of
Terry Hemphill, SPE, Halliburton, pre- fluid water phase than in the shale-pore the West Africa Shale
pared for the 2011 SPE Annual Technical water can push water into a shale. The West Africa shale was tested ear-
Conference and Exhibition, Denver, 30 lier by the operator. Shear-stress tests
October–2 November. The paper has not Balanced-Activity Theory. An IEF were performed on both dry and wet
been peer reviewed. having a chemical activity equivalent (after 16 hours of circulation time)

For a limited time, the full-length paper is available free to SPE members at www.jptonline.org.

72 JPT • NOVEMBER 2011


2000 shown in Fig. 1, the rock-mechanical
Shear Stress for Failure, psi
1950 properties were calculated and the
Strear Stress for Failure, psi Mineral Oil failure envelopes were determined for
1900 increasing normal stress. The devia-
1850 toric stresses for shale exposed to
the 50,000 and 200,000 ppm CaCl2
1800 IEF were lower than that in the min-
1750 eral-oil tests. The deviatoric stress
resulting from the interaction of the
1700
350,000 ppm CaCl2 IEF with the shale
1650 was greater than that in the mineral-
1600
oil tests.
0 50 100 150 200 250 300 350 400
From the measurements of deviatoric
stress, the cohesive-strength and inter-
Water-Phase Salinity, 1,000 ppm CaCl2 nal-friction-angle rock-mechanical
properties were calculated. Calculated
Fig. 2—Estimated IEF water-phase salinity to produce shear stress for cohesive strengths dropped for all three
failure equal to that of the mineral oil at 4,500-psi normal stress. IEFs, but the least change involved the
350,000 ppm CaCl2 IEF. Conversely,
states and strengths were measured Inclined Direct-Shear-Test Device was all the calculated rock-internal-fric-
at various levels of shear stress. From used in the experiments. Testing and tion angles increased for the three
those data, Mohr circles were drawn modeling included the following. IEFs, though fairly similar results were
from which key rock-mechanical prop- • Total exposure (circulating) time seen for the 50,000 and 350,000 ppm
erties (cohesive strength and internal- of the fluid in contact with the shale CaCl2 IEFs.
friction angle) were calculated. From was 3 hours. Using the calculated values for cohe-
those rock-mechanical properties, • Confining pressures of 1,000 and sive strength and internal-friction
rock-failure envelopes were developed 2,000 psi were applied, levels equiva- angle, the failure envelopes for the four
for a wide range of normal stresses. lent to the effective-stress range of fluids were found. Plotting for individ-
The results indicated that the higher- the shale cored from deep water (a ual IEFs and the mineral-oil base case
stress-failure envelope resulted when 5,000-psi test was run with low-activity showed the changes in performance in
the shale was tested in the dry state, IEF). the calculated rock-failure envelopes.
and that subsequent testing in water • Any increase in local pore pres- The IEF chemical activity had a sig-
under dynamic conditions produced sure caused by application of confin- nificant effect on the calculated failure
weaker specimens having a lower- ing pressure was allowed to dissipate envelopes, and the failure envelope for
stress-failure envelope. Both the shale before testing with mineral oil and the mineral oil was not reproduced
cohesive strength and internal-fric- three IEFs began. by any of the three IEFs. Across the
tion angle were less when tests were • Three levels of IEF chemical activ- range of normal stress (except for
performed with water. These results ity (all other fluid components being some of the very low normal stresses),
showed that the measured strength of equal in concentration) were used. the 0.986- and the 0.83-activity IEFs
shale can depend upon the medium ° 0.986 activity (50,000 ppm CaCl2 weakened the shale samples. These
in which it is tested and upon the water-phase salinity) shale strengths were predicted to
interaction of the fluid with the shale. ° 0.83 activity (200,000 ppm CaCl2 approach that of the shale tested with
Later, the operator performed standard water-phase salinity) only mineral oil when normal stress
triaxial testing on the shale at various ° 0.521 activity (350,000 ppm levels approached 9,000 psi. According
levels of confining pressure. Effective CaCl2 water-phase salinity) to the theory of osmotic-pressure gen-
confining stresses and the measured • The base mechanical properties of eration of IEF, some water passed from
shear stresses for rock failure were the shale were measured first with the two IEFs into the shale, raising the
adjusted for pore pressure to obtain exposure to 100% mineral oil. local pore pressure and thereby weak-
effective-stress values. The predicted • Upon finishing the 3-hour circulat- ening the rock. In contrast, the lowest-
level of shear stress required to fail the ing time, the load-frame platens were activity IEF strengthened the shale
sample increased linearly with increas- engaged slowly until the sample failed for all but the lowest levels of normal
ing levels of confining stress. at a recorded level of shear stress. stress. Therefore, theory predicts that
• From the shear stress for failure some water in the shale was pulled out
Shale Tests and the confining-pressure data, devia- by the low-activity IEF.
Other studies have been made regard- toric stresses were calculated and Mohr
ing changes in rock strength of shale circles were drawn to calculate rock- Chemical Activity
cored from deepwater West Africa. In mechanical properties. vs. Shale Strength
these experiments, conducted under In operator testing of the deepwater
downhole dynamic conditions, the Direct-Shear-Test Results West Africa shale, the salinity of the
well-preserved shale samples were Several experimental tests at different water in the shale-pore space was
exposed to IEFs having different salin- confining pressures were performed measured at 150,000 to 187,000 ppm
ity levels. A test apparatus, called the on the West Africa shale. From data CaCl2 equivalent (i.e., 0.9 to 0.85

JPT • NOVEMBER 2011 73


activity). According to “balanced- equivalent to this level of shear stress, • Chemical balance is not sufficient
activity” theory, at this level there an IEF having a water-phase salinity of to maintain exposed shale in its undis-
should be no transfer of water across 270,000 ppm CaCl2 equivalent (0.704 turbed state. The IEF at a level of
the semipermeable membrane, and the activity) would be necessary, a level chemical activity higher than that of
shale should remain in its native state. which is approximately 50 to 80% the known shale-pore water weakened
However, the test data did not demon- greater than the measured chemical the shale sample. According to theory,
strate this assumption. What previous balance of the pore fluid in the shale. any fluid that can transfer water to the
work missed was that when shales are shale will weaken it, thereby reducing
tested with actual drilling fluids or Conclusions its stability over time.
drilling-fluid filtrate, the rocks will fail • Shear stresses required to fail a • To help keep shale stable (in an
at lower levels of shear stress. What is shale sample will differ, depending on undisturbed state), the appropriate
needed now is an activity level nec- the fluid medium (if any) used in the level of chemomechanical balance
essary to achieve “chemomechanical testing. For the same shale, results from should be determined. Experimental
balance,” where both chemical and tests performed dry will be different testing should be performed using
mechanical effects are incorporated. from those of tests performed dynami- actual drilling fluids and filtrate to be
While no tests were performed to cally in water, and will be different used in the drilling process.
determine the new activity level of from those of tests performed dynami- • Expect the level of chemome-
an IEF to achieve mechanical balance cally with the fluid/filtrate used to drill chanical balance to be significantly
for a given level of normal stress in the shale. higher than that of the chemical bal-
this study, it was calculated that for a • Results of testing of shales under ance. In this work, the estimated
normal stress of 4,500 psi for the min- confining pressure differed for shales level of activity required to achieve
eral-oil data (as an example), a shear measured with standard triaxial tests balance after 3 hours’ testing time was
stress of 1,834 psi would be required compared with those measured with approximately 50 to 80% higher than
to fail the sample. Fig. 2 shows that the direct-shear-test device. Results, the measured activity of the water in
to achieve chemomechanical balance however, were in similar ranges. the shale pores. JPT

Faculty Openings for Undergraduate Teaching


Texas A&M University
Harold Vance Department of Petroleum Engineering
We have immediate openings at our College Station, Texas campus for engineers who are eager to teach our students how to use their academic skills to solve real world
problems. We are seeking outstanding teachers with extensive industrial experience to give our students exposure to current industry practices through “experiential
learning”.

We are looking for experienced professionals who are experts in one of the following fields: reserves analysis, petroleum economics, reservoir engineering, production
engineering, drilling engineering, formation evaluation, or integrated reservoir studies. Applicants should have a B.S. degree in petroleum engineering or related field and
substantial experience in his or her specialty. An M.S. or PhD degree is not required for these positions. You can apply for a full time or a part time position.

The Harold Vance Department of Petroleum Engineering is a leading petroleum engineering department in the US and is well known in the international oil and gas
community. The Department has 37 faculty members and 672 undergraduate students at its College Station campus. Additionally, there are 358 resident and distance-
learning graduate students. As part of the Dwight Look College of Engineering, the largest engineering college in the US, the Department is well positioned to maintain its
leadership position in the coming years. More information about the department can be viewed at www.pe.tamu.edu.

To apply please submit:


x A detailed resume
x Brief statement of interests that includes ideas for the courses you wish to teach
x Names, addresses, telephone numbers and e-mail addresses of at least three references

Applicants will be considered until the positions are filled. Applications will be evaluated based on current credentials as well as potential for future impact.

Please submit your application to:


Dr. Mike King
Chair, Faculty Search Committee
Texas A&M University
Harold Vance Department of Petroleum Engineering
3116 TAMU
College Station, TX 77843-3116
(979) 845-1488
mike.king@pe.tamu.edu

Texas A&M University is an Affirmative Action/Equal Opportunity Employer. The university is dedicated to the goal of building a culturally diverse and pluralistic faculty and staff committed to
teaching and working in a multicultural environment, and strongly encourages applications from women, minorities, individuals with disabilities, and covered veterans. Employer paid advertisement.

74 JPT • NOVEMBER 2011


DRILLING AND COMPLETION FLUIDS

Drilling Highly Depleted Formations With


Engineered-Particle Nonaqueous Fluids: South China Sea

A new engineered-particle nonaque- A variety of casing sizes was used in the


ous-fluid (EP-NAF) system was used donors, and exact cement tops were not EP-NAF
in the Malay basin of the South China known. The exact sidetrack point was
Sea to drill through highly depleted engineered to take into account colli-
sands at elevated densities. The fluid sion avoidance of offset wells, cement
contains sized particles to bridge and behind casing, formations in which to
prop open fractures as they occur sidetrack, and dogleg requirements to Immobile mass
during actual drilling operations. meet geology and reservoir objectives.
at aperture
Formation integrity is gained immedi- The target reservoir was the Group-J
ately and does not require additional sands that lie below the Group-I reser-
Fig. 1—EP-NAF bridging concept.
critical-path rig time. voir, which was completed and put on
production more than 20 years earlier.
Background and The pore pressure of the Group-I res- were available if severe losses were
Well-Design Overview ervoir in the area where the proposed encountered during the drilling of the
The Malay basin in the South China Sea wells would penetrate was determined depleted Group-I reservoir.
contains multiple oil and gas accumu- to be depleted to a 3.7-lbm/gal gradi- A wellbore-stability study was con-
lations, some of which have been on ent. The target Group-J sands also were ducted with existing log and core data.
production for several decades. Many slightly depleted to a 6.8-lbm/gal gradi- The results were compared with actu-
of these mature fields have economi- ent because of production in adjacent al drilling results for confirmation.
cally recoverable quantities of hydro- fault blocks. NAFs would be required for chemi-
carbons but are challenging because The targeted Group-J reservoir has cal stability, and mud densities up to
depleted zones are adjacent to forma- lower-permeability sands compared 11.6 lbm/gal would be necessary for
tions prone to wellbore instability. A with the Group-I reservoir above it. wellbores that intersected the reactive
four-well infill development program Horizontal wells were planned to shales at high angles.
was planned in one of these mature intersect additional reservoir footage
fields. The field is 200 km offshore in and to maximize productivity and Concept Selection
70 m of water. Several platforms were reserves recovery. The Group-J sands Three technologies were evaluated to
installed to develop the field, which has are highly consolidated, and model- drill and case the problematic hole sec-
been producing for more than 20 years. ing, along with offset-well analysis, tion successfully. EP-NAF was a new
Typically, tender-assisted platform rigs determined that sand control would fluid technology that is based on exist-
are used in this field. not be required. The wells could be ing fracture-closure-stress (FCS) and
completed open hole with predrilled drill-and-stress-fluid (DSF) technol-
Well-Design Challenges liners, which minimized completion ogy for water-based muds. The second
and Planning complexity and cost. was managed-pressure drilling (MPD),
All proposed wells would be side- A reactive shale above the Group-I which had a proven track record for
tracked from existing donor wellbores. reservoir is prone to wellbore insta- narrow-margin drilling. The third was
bility. In offset wells, large cavings expandable liners, which are also used
This article, written by Senior Technology were noted, and elevated mud weights in the industry.
Editor Dennis Denney, contains highlights were required to drill ahead success- EP theory is to build formation
of paper SPE 139932, “Drilling Highly fully. Because of this reactive shale and integrity while drilling by adding sized
Depleted Formations With Engineered- the depletion of the Group-I reservoir, particles in the mud. The particles
Particle Nonaqueous Fluids: South China the decision was made to case off are sized such that when a fracture is
Sea,” by Michael R. Niznik, SPE, these horizons before drilling the target initiated (i.e., losses occur), the par-
Adela Lawrence, SPE, and Sabine C. Group-J reservoir. Three of the four ticles will form an immobile mass at
Zeilinger, SPE, ExxonMobil, prepared for proposed wells could be completed the aperture of the fracture, as shown
the 2011 SPE/IADC Drilling Conference with only a 6-in. hole size because in Fig. 1. Fluid entry farther into the
and Exhibition, Amsterdam, 1–3 March. of donor-well status and directional fracture is stopped, and no pressure is
The paper has not been peer reviewed. issues. Therefore, fewer contingencies transmitted to the fracture tip, prevent-

For a limited time, the full-length paper is available free to SPE members at www.jptonline.org.

JPT • NOVEMBER 2011 75


500 out time when changing to EP-NAF.
The push-the-bit rotary-steerable sys-
450 tem (RSS) and measurement-while-
drilling (MWD) system were shallow
400
tested with the EP-NAF to ensure func-
Required Fracture Width, µm

350 tionality. The shakers were dressed


with 120-mesh screens before reaching
300 the drawndown sands.
Drilling commenced with the base
250 11.5-lbm/gal NAF through the reactive
shales (81/2-in. hole), and no borehole-
200
stability problems were encountered.
150
At approximately 80 m from the first
drawndown sand, a precautionary
100 wiper trip was performed to be certain
that the hole was clear. During the trip,
50 the shakers were dressed with 30-mesh
screens and the fluid system was
0 swapped to the 11.5-lbm/gal EP-NAF.
0.6 0.8 1 1.2 1.4 1.6 1.8 2 Drilling proceeded at controlled rates
Desired FCS Increase, lbm/gal to maintain the equivalent circulating
density (ECD) at 13.0 lbm/gal. Dilution
Base Case Upper Bound Lower Bound
was required to keep the low-gravity
solids (LGSs) below 15%.
Fig. 2—Required fracture width as a function of desired FCS increase.
Drilling progressed without losses
through the drawndown Group-I sec-
ing the fracture tip from extending. Fracture-Width Determination tion, and two interim wiper trips were
Also, the fracture is propped open, The design was to increase the for- performed in the middle and bottom
thereby increasing formation integrity. mation-integrity/fracture gradient of of the Group-I section because of con-
The concept was proved for water- the depleted Group-I sands by 0.6 to cerns that the EP-NAF filter cake could
based fluids but had been tested only 1.0 lbm/gal. A proprietary finite-ele- be thick. No losses were observed, and
recently with nonwater-based mud ment program that assesses the stresses some backreaming was required while
for the operator. An earlier trial had in the near-wellbore region was used tripping through the depleted Group-I
increased the formation-integrity gra- to estimate the fracture width needed section. An RSS failure occurred, and
dient by 1.3 lbm/gal. The planned to increase the tangential stress (hoop some backreaming was required to trip
wells would require up to 1.0 lbm/gal stress) in the near-wellbore region. The the bottomhole assembly (BHA) to sur-
of formation-integrity-gradient in- rock properties of the Group-I for- face for change out.
crease. Also, no upgrades to the drill- mation were known from both core The base plan was to screen out the
ing-rig solids-control equipment were analysis and offset logs. The formation EP-NAF after the Group-I section was
required to handle the expected high modulus of elasticity was estimated drilled, but concerns developed that
solids content of the EP-NAF mud. to be 1.5×106 psi, and sensitivities to the bridged particles might become dis-
MPD was reviewed because of its variations from 1.0×106 to 2.0×106 psi lodged during final drilling or logging
proven ability to drill narrow-margin were considered. The fracture length operations. The decision was made to
wells. Because of timing constraints, was varied (1 to 3 ft) and assumed a drill ahead to section total depth (TD),
the required rotating heads were not nominal value of 1 ft. On the basis of which was just into the Group-J sec-
in the current contracts and modifica- the most likely set of parameters, and tion, with EP-NAF. Further dilution
tions would be required on the limited shown in Fig. 2, a fracture width of of the mud was required to keep the
number of risers in stock. This technol- approximately 26 to 203 µm should LGSs at or below 15%, with no nega-
ogy was expected to cost more than the be created and maintained to increase tive effect on fluid rheology. The BHA
EP-NAF. integrity by 0.6 to 1.0 lbm/gal in the was pulled out of the hole, the section
Expandable liners were researched relevant sands. The lower range of was logged, and the hole was plugged
but also had timing constraints. fracture width was provided easily by back with cement because it was a pilot
Underreaming would be required in the weighting agent. For fractures up hole to identify exact formation depths
the problematic hole section, which to 203 µm, a mixture of sized calcium to land the following horizontal well
carried additional risk to implementing carbonate was chosen. paths. No losses occurred.
this technology effectively. The overall
cost of this technology was the highest. Initial Project Subsequent Projects
The EP-NAF technology was chosen Prespud meetings were held with the The second EP-NAF well (97/8-in.
because of existing experience with crews. A 600-bbl batch of 11.5-lbm/gal hole) was drilled from the drawndown
FCS technology for the operator in this EP-NAF mud was prepared with twice Group-I sands to section TD with the
region and because no upgrades were the concentration as noted from prior 11.5-lbm/gal fluid without losses. ECD
required for the drilling rig. best practices to minimize fluid swap- was maintained at 12.9 lbm/gal. An RSS

76 JPT • NOVEMBER 2011


failure in this hole section required a
trip to surface to change out the RSS.
This hole section was landed direc-
tionally per plan, and 7-in. casing was

*HW 0RUH
run without incident with 11.5-lbm/gal
EP-NAF in the hole. Losses occurred
when the preflush reached the most-
drawndown section of the Group-I
sands during the cement job. The max-
imum ECD during the cement job was
14.5 lbm/gal, exceeding the maximum
ECD observed to build integrity. A
cement-top job was pumped with a
hydrostatic packer to isolate the annu-
lus adequately. The losses verified the
estimated FCS value of 13.5 lbm/gal in
the drawndown sands.
An RSS-failure investigation identi- IURP
\RXU
fied excessive wear and erosion of the
bias unit, caused by high LGSs, as the
most probable causes of the failures.
A decision was made to change to a

&RUH
point-the-bit RSS, which is less sus-
ceptible to abrasive wear from the high
LGSs content of the EP-NAF mud.
The third EP-NAF well (81/2-in.
hole) was drilled from the drawn-
down Group-I sands. No RSS problems
occurred with the point-the-bit system,
but an MWD failure required a trip to
surface. During the trip, backreaming With reservoirs becoming increasingly complex,
was performed and a packoff occurred, you need the most accurate information you can
get to better understand your reservoir.
resulting in lost returns (more than
100 bbl/hr). The FCS was calculated
to be 9.5 lbm/gal. A contingency FCS Weatherford Labs helps you get more from your core by
combining an unsurpassed global team of geoscientists,
treatment was pumped with surfactant
engineers, technicians and researchers with the industry’s
preflush, and the formation-integrity most comprehensive, integrated laboratory services
gradient was increased by 1.4 lbm/gal worldwide. From core analysis, sorption, geochemistry
(to a total of 10.9 lbm/gal). Well inclina- and isotopic composition to detailed basin modeling and
tion through the upper reactive shales comprehensive data packages, we provide you with real
ZHDWKHUIRUGODEVFRP
was lower in this hole section com- reservoir rock and fluid information that hasn’t been
pared with the first two wells. The distilled by a simulator or iterated by software.
borehole-stability analysis led to reduc-
We call it “The Ground Truth™” – giving you the accurate
ing the overall EP-NAF mud weight
answers you need for better reservoir understanding. You’ll
to 10.0 lbm/gal. Drilling recommenced call it a better return on your reservoir investment. To learn
with no losses or borehole-stability more, contact TheGroundTruth@weatherfordlabs.com.
issues to TD. The ECD was maintained
at or below 10.9 lbm/gal. Casing was
run and cemented with EPs in the pre-
flush. The cementing and displacement
pump rates were reduced to minimize
ECD, and no losses occurred.
The fourth EP-NAF well (97/8-in.
hole) was drilled from the Group-I sands
to section TD without losses. A mud
weight of 10.8 lbm/gal was used, on the
basis of the prior-hole-section learnings
and further analysis of mud density vs.
inclination from the borehole-stability
study. The casing was run and cemented
(with EPs in the preflush and reduced
pump rates) with no losses. JPT

JPT • NOVEMBER 2011 77

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