Journal of Molecular Liquids

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Journal of Molecular Liquids 340 (2021) 117134

Contents lists available at ScienceDirect

Journal of Molecular Liquids


journal homepage: www.elsevier.com/locate/molliq

Clay-water interaction inhibition using amine and glycol-based deep


eutectic solvents for efficient drilling of shale formations
Mukarram Beg a, Mohd Belal Haider b, Nitu Kumari Thakur c, Maen Husein d, Shivanjali Sharma a,⇑,
Rakesh Kumar b
a
Department of Petroleum Engineering and Geological Sciences, Rajiv Gandhi Institute of Petroleum Technology, Jais, Amethi, Uttar Pradesh 229304, India
b
Department of Chemical Engineering and Engineering Sciences, Rajiv Gandhi Institute of Petroleum Technology, Jais, Amethi, Uttar Pradesh 229304, India
c
Department of Petroleum Engineering & Earth Sciences, University of Petroleum and Energy Studies, Dehradun, Uttarakhand 248007, India
d
Department of Chemical & Petroleum Engineering, Center for Environmental Engineering Research & Education (CEERE), University of Calgary, Calgary, AB T2N 1N4, Canada

a r t i c l e i n f o a b s t r a c t

Article history: Water-based muds (WBMs) are preferred over oil-based muds owing to their lower cost and environ-
Received 19 April 2021 mentally friendly nature. However, shale instability arising from clay-water interaction is a challenging
Revised 23 July 2021 concern. The current work explores the potential of deep eutectic solvents (DESs) as shale stabilizers for
Accepted 27 July 2021
WBMs. Four amine and glycol-based DESs with different chemical composition were synthesized in the
Available online 29 July 2021
laboratory. The rheological and filtration properties of WBMs showed that DES-A, which is composed of
tetrabutyl ammonium bromide and diethanol amine, and DES-B, which is composed of tetrabutyl ammo-
Keywords:
nium bromide and diethylene glycol, with less sterically hindered cationic functionality improved the
Ionic liquids
Clay-water interaction
mud functionality. Shale inhibition performance of DESs was collected from capillary suction timer, linear
Shale swelling swell meter and shale disintegration tests. These tests revealed that DES-A and DES-B are highly efficient
Drilling fluid and outperform the conventional shale inhibitor KCl and the commercially available ionic liquid 1-butyl-
Capillary suction 3-methylimidazolium chloride (BMIM[Cl]). Shale swelling in presence of 0.2 w/v% DES-A and DES-B
Mud decreased by ~54.6% and ~70.9%, respectively. Moreover, shale recovery improved by ~17.2% and
~18.2% and capillary suction time decreased by 45% and 48% in presence of 0.5 w/v% of DES-A and
DES-B, respectively. The quaternary ammonium functionality helped in shale stabilization which was fur-
ther improved due to the presence of –OH group in the hydrogen bond donor in DESs. Quick cost analysis
showed the feasibility of industry scale application of DES-A and DES-B as shale inhibitors into WBMs.
Ó 2021 Elsevier B.V. All rights reserved.

1. Introduction with the necessary rheological, filtration and shale inhibition char-
acteristics is a major challenge. More than 70% of the wellbore
Instability of the wellbore is one of the major problems encoun- problems are, in fact, associated with shale interaction with water
tered during drilling shale formations. It is noted that more than present in WBM [2,3]. Alternatively, industry resorts to oil based
75% of drilled wellbores across the globe encounter shale forma- muds, which are costly and pose serious environmental problems,
tion at some depth [1]. Formulating a water based mud (WBM) especially in light of the stringent environment regulations [4].
Therefore, developing cost effective, shale friendly WBMs presets
an attractive alternative.
Abbreviations: AHR, After Hot Rolling; ATR, Attenuated Total Reflectance; AV,
Apparent Viscosity; BHR, Before Hot Rolling; BM, Base Mud; CST, Capillary Suction Effect of clay content, composition and reactivity of shale cut-
Time; DEG, Diethylene Glycol; DES, Deep Eutectic Solvents; FTIR, Fourier Transform tings in aqueous environment is important to understand the
Infrared Spectroscopy; HBA, Hydrogen Bond Acceptor; HBD, Hydrogen Bond Donor; long-term and short-term inhibition of shales [5]. The presence
HEC, Hydroxyethyl Cellulose; LPLT, Low Pressure and Low Temperature; LSM, of certain clay minerals, structure, bedding and thin laminae, and
Linear Swell Meter; MTPPhBr, Methyltriphenyl Phosphonium Bromide; NMR,
Nuclear Magnetic Resonance; PAC-RG, Polyanionic Cellulose Regular Grade; PHPA,
pre-existing fractures strongly affect shale instability on exposure
Partially Hydrolyzed Polyacrylamide; Psi, pounds per square inch; PV, Plastic to water present in WBM. This understanding led to the conclusion
Viscosity; Rpm, revolutions per minute; TBAB, Tetrabutyl Ammonium Bromide; that with proper composition and concentration of chemical addi-
WBM, Water Based Mud; XG, Xanthan Gum; XRD, X-Ray Diffraction; YP, Yield Point. tives, desired inhibition can be achieved [6]. Accordingly, effort
⇑ Corresponding author.
involved the use of salts such as potassium chloride, sodium
E-mail address: ssharma@rgipt.ac.in (S. Sharma).

https://doi.org/10.1016/j.molliq.2021.117134
0167-7322/Ó 2021 Elsevier B.V. All rights reserved.
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Nomenclature

Greek letters U6 viscometer dial reading at 6 rpm


U600 viscometer dial reading at 600 rpm U3 viscometer dial reading at 3 rpm
U300 viscometer dial reading at 300 rpm 2h the angle between transmitted beam and reflected
U200 viscometer dial reading at 200 rpm beam in XRD analysis
U100 viscometer dial reading at 100 rpm

chloride and divalent brines, sodium chloride/starch muds, silicate In this work we have synthesized four different types of DESs
muds, lime-muds and calcium sulfate-based gyp muds [7-9]. and investigated their use as WBMs additives to mitigate shale
Highly inhibitive silicate treated WBM were developed, which instability problems. Two different types of hydrogen bond donors;
were nevertheless limited by silica precipitation during drilling namely glycol and amine, and two different types of hydrogen
[7,10,11]. Polymeric additives such as partially hydrolyzed poly- bond acceptors; namely phosphonium and ammonium, were used
acrylamide (PHPA) have been used in WBM for reducing shale to synthesize the DESs. It is noted that the ammonium-based
instability [12-15]. A number of nanoparticles and polymer acceptor is less sterically hindered. The role of the DESs as WBM
nanocomposites have also been proposed as effective additives in additives was investigated in light of their effect on the rheological
WBM to mitigate filtration loss and shale instability problems and filtration characteristics of the mud. Then, the DESs shale inhi-
[1,16-27]. In our previous works, we have synthesized low molec- bition attributes were assessed using capillary suction timer, linear
ular weight amine based homopolymers and copolymers for swell meter and shale disintegration tests. Lastly, quick cost anal-
reducing shale swelling and filtration loss of WBMs [28,29]. There ysis was performed in order to assess the feasibility of the as-
are many aspects that should be considered while optimizing dril- synthesized DESs as industry scale additives to WBM for drilling
ling fluids for a particular drilling program, including the safety of through shale.
drilling crew and environment, lower mud cost, efficient hole
cleaning, high rate of penetration, shale stabilization, lubrication, 2. Materials and methods
minimizing fluid loss and retaining the mud properties upon circu-
lation for reuse. However, these are very complex requirements 2.1. Materials
and in many cases, they contradict each-others. Drillers, therefore,
have a large number of mud additives at their disposal to manage Bentonite powder (Bt), hydroxyethyl cellulose (HEC), xanthan
these complex situations. gum (XG) and potassium chloride (KCl) were all procured from
Ionic liquids have been also investigated as drilling fluids addi- Molychem, Mumbai, India. Shale cuttings and polyanionic cellulose
tives. A number of ionic liquids have been identified as potential regular grade (PAC-RG) was provided by Oil and Natural Gas Cor-
shale inhibitors to improve wellbore stability in WBM [30-33]. poration (ONGC) Ltd, Dehradun, India for research purpose. 1-
Moreover, the effectiveness of ionic liquids at reducing filtration Butyl-3-methylimidazolium chloride (98% pure) is a commer-
loss was found very helpful at minimizing shale instability [34- cially available ionic liquid which was purchased from Sigma
36]. On the other hand, the higher cost and the complex purifica- Aldrich, India. Octan-1-ol (<0.3% H2O; >99% pure) tetrabutyl
tion steps associated with ionic liquids have limited their industry ammonium bromide (99% pure) and diethylene glycol (99%
application. pure) were purchased from S D FineChem Limited, India. Methylt-
Deep eutectic solvents (DESs) have recently gained attention as riphenyl phosphonium bromide (>98% pure) was purchased from
alternative ionic liquids [37]. DESs are synthesized by the combi- the Avra Synthesis Private Limited, India. Diethanol amine with
nation of hydrogen bond donor (HBD) and hydrogen bond acceptor (99% pure) was purchased from ThermoFisher Scientific, India. All
(HBA) in fixed molar ratios. DESs have properties similar to the chemicals were used as received without further purifications.
ionic liquids but do not require complex purification step, which
significantly lowers their cost. It should be noted that even though 2.2. Synthesis of the DESs
DESs and ionic liquids are similar in properties, they fundamentally
differ in the nature of their interactions. DESs are formed via van Detailed preparation of DESs is given in our previous work
der Waals and hydrogen bond interactions whereas ionic liquids [41,47]. In brief, to prepare DES, a hydrogen bond donor and a
results entirely due to ionic bonds [38]. Similar to ionic liquids, hydrogen bond acceptor at a proper mole ratio are vigorously stir-
DESs are designer solvents synthesized for particular application. red at 60 °C. In this work, tetrabutyl ammonium bromide (TBAB)
For example, DESs have been applied to CO2 capturing, biodiesel and methyltriphenyl phosphonium bromide (MTPPhBr) were used
production, extractive desulfurization, azeotropic separation, as the hydrogen bond acceptors and diethanolamine (DEA) and
enhanced oil recovery, etc. [39-44]. diethylene glycol (DEG) were used as the hydrogen bond donors.
Jia et al. were the first to apply DESs in drilling fluids [45]. They Four combinations denoted as DES-A (TBAB in DEA), DES-B (TBAB
synthesized three different types of choline chloride based DESs in DEG), DES-C (MTPPhBr in DEA), and DES-D (MTPPhBr in DEG)
and investigated their role as shale inhibitors. DESs were found were synthesized, as shown in Table S1. The vigorous stirring
to be effective shale inhibitors owing to their ability to interact was maintained for 2 h before the covered solution was allowed
with the clays through electrostatic interactions as well as hydro- to cool down naturally under atmospheric condition to room tem-
gen bonding. In another work, Jia et al. showed that the DESs exhi- perature. The as-prepared DESs were clear and homogenous liq-
bit excellent shale inhibition properties even at high temperatures uids. The DESs was further dried overnight at 50 °C under vacuum.
[46]. These results suggested DESs as effective drilling fluid addi-
tives to mitigate shale instability. Nevertheless, there is very lim- 2.3. Preparation of base mud and mud formulations containing DESs
ited literature on the use of DESs in WBM as shale inhibitor
which makes this work more significant to explore various insights The base mud was prepared by mixing 4.0 w/v% bentonite pow-
on the application of DESs. der in tap water using a Hamilton beach mixer for 15 min. The dis-
2
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

persion was kept for 16 h to allow complete hydration of the clay stress vs shear rate relationship. The Bingham plastic model for
unit layers for exfoliation of bentonite. The dispersion was further non-Newtonian fluids is preferred rheology model for drilling flu-
mixed with 0.25 w/v% XG and PAC-RG using a Hamilton beach ids by oil and gas industry. The key parameters to describe the flow
mixer for 5 min for each polymeric additive. The base mud was behavior of drilling fluids are apparent viscosity (AV), plastic vis-
mixed for 10 min at speed III to ensure uniform mud before use. cosity (PV) and yield point (YP) which were calculated using Eq.
Initially the four types of DES; namely DES-A, DES-B, DES-C and S1 to S3 [29,49] (in Supporting Information). AV is ratio of the
DES-D, were used to prepare mud formulations. Base muds were shear stress to shear strain at a given shear rate. In case of petro-
modified by adding 0.50 w/v% of each DESs using Hamilton beach leum industry AV is defined at a specified shear rate of 600 rpm
mixer for 10 min. Immediately after the addition of DES to the base as recommended by API RP 13-B1. PV express the ease of drill bit
mud, 4–5 drops of a defoamer (octan-1-ol) was added to suppress penetration which can be determined by extrapolating the viscos-
foam. The mud formulation was mixed for 10 min to completely ity at infinite shear rate. YP is the measurement of the ability of
mix the DES in the base mud. The rheology and filtration results drilling fluid to carry the cutting during mud circulation and it
of these DES muds were used to screen the compatibility of a given can be defined as the shear stress at zero shear rate for Bingham
DES. DES-A and DES-B were selected for further investigation and plastic fluids. The initial and final gel strength were measured by
their concentration in the base mud was varied to prepare 10 for- reporting the viscometer dial readings at 3 rpm rotational speed
mulations, as detailed in Table 1. All these mud formulations were after 10 s and 10 min, respectively. Gel strength is the indicator
subjected to hot rolling at 110 °C for 16 h in a roller oven. The pres- of holding the cuttings in suspension while the fluid is at static
sure in the ageing cell was kept at 150 psi to suppress the evapo- condition.
ration of water during the ageing process.
2.6. Filtration loss
2.4. Characterizations
Filter Press (make – FANN, model – Series 300) was used to
X-Ray diffraction (XRD) analysis of the shale sample was carried measure the fluid loss of the mud samples at low pressure (100
out on PANalytical X’Pert PRO, Spectris plc X-ray diffractometer psi) and low temperature (25 °C), which is also termed as API LPLT
with a scan range of 2h of 5–70°. Powdered shale sample was fluid loss. Specially hardened with qualitative low-ash filter paper
mixed with 20% (w/w) of commercial bentonite to prepare repre- having 2.7 mm nominal pore size and ~9 cm diameter was used.
sentative shale pellets of highly active shale formation. The same This filter paper is the equivalent of Whatman #50 filter paper.
shale-bentonite mix was used in the shale inhibition study of this Once fitted, the filter paper is partly covered by the gasket and
work. hence has an effective filtration area of 45.8 cm2.
The FTIR spectra of the DES additives were recorded on a Perki-
nElmer Spectrum Two spectrometer. ‘‘Attenuated Total 2.7. Capillary suction timer tests
Reflectance” (ATR) mode was employed to analyze the samples
in the FTIR with the help of PIKE MIRacle single reflection horizon- OFITE capillary suction timer was used to measure the capillary
tal ATR accessory equipped with a ZnSe ATR crystal. NMR charac- suction time (CST) of bentonite in water dispersions. DES-A or DES-
terization of the DESs was performed using ECZS Series 400 MHz B was mixed in water at concentrations shown in Table 1. The
NMR SPECTROMETER (Make – JEOL, Japan). Field strength of aqueous solution of the DESs was then mixed with 4.0 w/v% ben-
400 MHz was used at a temperature of 20 °C and relaxation delay tonite using vortexer at 2500 rpm for 1 min and then a homoge-
of 5 s. nizer at 20,000 rpm for 3 min. The slurry was tested for CST
exactly after 5 min of adding the bentonite to evaluate the effect
2.5. Mud rheology of DES concentration on CST values. CST measurements represent
the water inhibition characteristic of an additive.
American Petroleum Institute (API) recommended practice 13B-
1 (API RP 13B-1) was followed for testing the rheology of the mud 2.8. Shale swelling inhibition test
formulations [48]. Rheological parameters of the drilling muds
were analyzed by a six-speed viscometer (make – FANN, Model Linear swell meter (LSM, make – FANN, model – 2100) test
35) which is frequently used in the petroleum industry across apparatus was used to perform LSM testing of five mud formula-
the globe. Different rotational speeds were used to obtain the shear tions including base mud with and without shale inhibitors. LSM
uses a reconstituted shale pellet of ~2.54 cm diameter prepared
by compressing ~20 g of shale-bentonite powder (20 w/w% ben-
tonite) using a hydraulic press at 10,000 psi. The thickness of the
Table 1
Mud formulations used in the detailed study. compact shell pellets was ~1.25 cm. These pellets were immersed
in the mud sample and the LSM instrument probe determined the
Sample Mud Formulation DES-A Concentration DES-B Concentration
change in the pellet thickness over a duration of 2 h.
# code (w/v%) (w/v%)
1 BM 0 0
2 BMA005 0.05 0 2.9. Shale dispersion test
3 BMA010 0.10 0
4 BMA025 0.25 0 Shale cuttings were sorted by passing through 6 BSS mesh sieve
5 BMA050 0.50 0
and retained on 10 mesh sieve. These cuttings were mixed into the
6 BMA075 0.75 0
7 BMA100 1.00 0 drilling fluids before hot rolling and taken out of the mud after 16 h
8 BMB005 0 0.05 of hot rolling. Cuttings dispersion during hot rolling inside a cylin-
9 BMB010 0 0.10 drical ageing cell allowed sufficient contact between the mud and
10 BMB025 0 0.25 the shale cuttings. Shale disintegration resulted in a decreased
11 BMB050 0 0.50
12 BMB075 0 0.75
weight of the cuttings [14]. The cuttings were filtered out of the
13 BMB100 0 1.00 mud using 40 mesh screen, gently washed with water and dried
in an oven for 2 h at 105 °C. After drying, the percentage decrease
3
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

in the weight of cuttings was calculated and % recovery was increase the porosity of the shale; however, they are hard.
reported [29]. Increased formation porosity contributes to more fluid penetra-
tion, hence promoting shale instability in WBMs. Accordingly,
muds with high inhibition capacity which suppress swelling and
3. Results and discussions dispersion of the shale become more relevant.

3.1. DES characterization


3.3. Preliminary study of DESs as mud additives

The FTIR spectra was used to understand the structure and


Base mud and four DESs modified mud formulations containing
potential interaction between DESs, the rest of the mud compo-
0.5 w/v% of each DES were tested for their rheological and filtration
nents and the shale formation. The FTIR spectra for diethylene gly-
behavior. The samples were first hot rolled at 100 °C for 16 h.
col and diethanolamine is shown in Fig. 1. The peak around 3600–
Table 2 summarizes the rheological parameters and LPLT filtration
3000 cm 1 correspond to the presence of AOH stretching in all
results. The addition of DES-A and DES-B increased the rheological
DESs [50]. The presence of ANH bond for diethanolamine based-
parameters, whereas the presence of DES-C and DES-D decreased
DESs is captured in the bending around 1470 cm 1 [51]. It is noted
the rheological parameters. AV of the base mud was 34.0 cP before
that phosphonium (-PH) and ammonium (ANH) stretching
hot rolling which increased to 48.5 and 54.5 cP on addition of 0.5
expected in MTPPhBr and TBAB, respectively, are probably over-
w/v% DES-A and DES-B, respectively. AV decreased from 34.0 cP
lapped by the ACH stretching around 3000–2750 cm 1 [52]. The
to 27.5 and 30.5 cP with the addition of DES-C and DES-D, respec-
AOH stretching for diethylene glycol shifted from 3338 cm 1 to
tively. Similar trend, with varying magnitude, was observed for the
lower wave numbers, 3352 cm 1 and 3383 cm 1, for DES-B and
YP and the gel strength of the base mud on addition of DESs. In
DES-D, respectively, confirming hydrogen bond formation. Neither
general, during hot rolling, thermal degradation of mud additives
of the DESs spectrum shows a new bond formation, but rather a
decreases the rheological properties and increases the filtration
shift in the AOH bond is observed. This fact was also confirmed
loss. After hot rolling of the mud formulations, the degradation
by the HNMR spectrum which shows absence of any new peaks
in AV due to ageing of the base mud was ~34%, which decreased
and only a shift in the AOH group of DES-B and DES-D is observed,
to just ~7% for DES-A and ~3% for DES-B. The corresponding degra-
as shown in Fig. 2 [52]. Similar, behavior is also observed in the
dation of AV in presence of DES-C and DES-D were 32% and 8%,
diethanol amine-based DESs.
respectively. Proper values of AV and YP improve wellbore cleaning
and cuttings suspension, which are the most important functions
3.2. XRD of bentonite and shale of a drilling fluid. Gel strength of a mud assists in holding the dense
rock cuttings in suspended form during tripping and therefore a
XRD analysis of shale powder containing 20% (w/w) bentonite proper in gel strength is desired[24,55]. Hence, it is safe to say that
was performed to identify the various components of the mineral that DES-A and DES-B are more effective in improving the rheolog-
and the potential interaction with the mud. Fig. 3 reveals kaolinite, ical properties of the mud as compared with the other two DESs.
quartz, pyrite, siderite, mica and microcline as major minerals in LPLT filtration loss results in Table 2 show that DES-A and DES-B
the shale sample. Montmorillonite characteristic XRD peak was reduced the filtration loss by ~17% and ~19%, respectively, whereas
observed at 2h of ~6.5° which is attributed to the bentonite [53]. DES-C and DES-D increased fluid loss by ~12% and ~7%, respec-
The smectite-type minerals in the shale suggest a highly interac- tively. The superior performance of DES-A and DES-B in improving
tive composition easily susceptible to swelling in presence of the mud characteristics is believed to be due to the presence of
WBMs. Furthermore, the presence of kaolinite endows a dispersive quaternary ammonium salts as opposed to the phosphonium salt
nature on the shale owing to the fact that kaolinite is a dispersive, in case of DES-C and DES-D. Quaternary ammonium salts carrying
non-swelling clay [54]. Upon water sorption by kaolinite, breaking positive charges with higher surface charge density at the nitrogen,
or sliding of clay lattice occurs leading to dispersion of clay mate- owing to the smaller size of the nitrogen atom as compared to
rials. Siderite, a carbonate material, is significantly softer and phosphorous, make them more effective for electrostatic interac-
imparts porosity onto shale formation [54]. Quartz minerals also tion with negatively charges sites in other additives, specially at

Fig. 1. FTIR spectra of (a) diethnaol amine-based DESs, and (b) diethylene glycol-based DESs and their respective H-bond donors.

4
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 2. H-NMR spectra of (a) diethnaol amine-based DESs, and (b) diethylene glycol-based DESs.

the basal surfaces of bentonite crystals. Another factor which ways due to resonance. This charge distribution significantly
reduces the surface charge density of the MTPPhBr is the fact that reduces the surface charge density resulting in weaker electrostatic
a positive charge is distributed over 4 atoms in three different attraction with negatively charged sites of other additives such as

5
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 3. XRD analysis of a 20% (w/w) bentonite into shale powder mixture.

Table 2
Rheological and LPLT filtration performance of base mud and different mud formulations modified with 0.5 w/v% DESs before (BHR) and after (AHR) hot rolling.

Sample # Parameter BM BM + DES-A BM + DES-B BM + DES-C BM + DES-D


BHR AHR BHR AHR BHR AHR BHR AHR BHR AHR
1 U600 68 45 97 90 109 106 55 37 61 56
2 U300 54 33 79 74 88 86 37 24 45 40
3 U200 48 28 69 64 78 76 29 18 37 32
4 U100 39 21 55 50 60 58 20 12 28 24
5 U6 21.5 8.5 30 25 31 26 6 4 12 7
6 U3 19 7 27 21 28 22 5 3 10 5
7 AV*(cP) 34.0 22.5 48.5 45.0 54.5 53.0 27.5 18.5 30.5 28.0
8 PV*(cP) 14.0 12.0 18.0 16.0 21.0 20.0 18.0 13.0 16.0 16.0
9 YP*(lb/100ft2) 40.0 21.0 61.0 58.0 67.0 66.0 19.0 11.0 29.0 24.0
10 Gel 0 (lb/100ft2) 20.5 10 21 19 21 19 7 3 14 5
11 Gel 10 (lb/100ft2) 31 16 30 32 30 32 29 9.5 21 13
15 LPLT fluid loss (mL) – 11.4 – 9.5 – 9.2 – 12.8 – 12.2

UN is the dial reading at N rpm speed of viscometer rotor.


*Details on the calculation of these parameters are provided in the supporting document.

negatively charged basal surfaces of bentonite platelets and ACOO– (BMA005) are almost overlapping (Fig. 4a), whereas that is not
group of PAC. These electrostatic interactions are responsible for the case for BM and BMB005 (Fig. 4b). Higher values of shear
the increase in viscosity as well as other rheological properties of stress were obtained for muds containing DES-B compared with
the mud systems. Therefore, DES-A and DES-B were selected for DES-A after hot rolling. This can be attributed to the presence
further investigation. of DEG in case of DES-B. DEG has higher relative polarity that
of DEA owing to the higher electronegativity of the AOA atom
at the center of molecule (Fig. 5). Accordingly, DEG is more effec-
3.4. Effect of DES-A and DES-B concentration on mud rheology
tive in forming hydrogen bonds with water as well as other DEG
molecules. An increase in the attractive intermolecular interac-
Shear stress vs shear rate curves of all the mud formulations
tions increases the viscosity of the fluid.
before and after hot rolling are shown in supporting information
Fig. 6 represents the values of AV, PV and YP before (BHR) and
(Fig. 4). As the concentration of both DESs increased, an improve-
after (AHR) hot rolling for muds containing different concentra-
ment in rheology captured by the higher shear stress at a given
tions of DES-A or DES-B. The increase in AV of the base mud before
shear rate is observed. Fig. 4a, a’ shows the rheology curves of
hot rolling due to the addition of 1.0 w/v% of DES-A was ~65% and
DES-A containing mud formulations before and after hot rolling,
that for 1.0 w/v% DES-B was ~82% (Fig. 6). The reduction in AV of
respectively. Similarly, Fig. 4b, b’ shows the shear stress vs shear
the base mud (BM) due to hot rolling was ~34%, which limited to
rate graphs of drilling fluids containing DES-B before and after
~7% on addition of 0.5 w/v% DES-A (BMA050) and to ~3% on addi-
ageing, respectively. Overall, ageing (or hot rolling) resulted in a
tion of 0.5 w/v% DES-B (BMB050) and the degradation was found to
reduction in the shear stress for all mud formulations at any
be negligible at the highest concentration. This suggests a tangible
given shear rate. However, this reduction is significantly higher
advantage of using DES-A and DES-B for reducing the effects of
for the base mud. Furthermore, a comparison between mud for-
long-term heat exposure. Before hot rolling, PV also increased with
mulations with DES-A and those with DES-B suggests that DES-
increasing the concentration of either DESs and remained under 26
B is more effective in improving the rheology of WBMs. Even at
cP for all the mud formulations (Fig. 6c and d). After hot rolling, PV
the lowest concentration (0.05 w/v%) of DESs, shear stress vs
decreased by only 1 or 2 cP for all the mud formulations. Lower
shear rate curves for BM and the DES-A-containing mud
6
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 4. Shear stress vs shear rate curves of all the mud formulations listed in Table 1. (a) and (b) before (BHR); (a’) and (b’) after (AHR) hot rolling.

(0.05 w/v%), only ~17.0% and 9.3% reduction in YP was encountered


for DES-A and DES-B, respectively. Again, these results confirm the
excellent ability of the DESs in controlling the thermal degradation
of the mud.
Cuttings suspension ability of the mud, especially during inter-
rupted operation, is crucial for drilling operations [56]. The ability
of the mud to suspend the cuttings is controlled by the gel strength
of the mud. Fig. 7 shows the initial and final gel strengths of mud
samples with different concentrations of DES-A and DES-B before
(BHR) and after (AHR) hot rolling. Fig. 7 shows that DESs did not
affect gel strength of freshly prepared mud, i.e. BHR, significantly.
However, the reduction in the initial and the final gel strength of
base mud (BM) due to hot rolling decreased progressively as the
concentration of DESs increased. For example, for DES concentra-
tion higher than 0.5 w/v%, the values of the final gel strength
AHR were even higher than the BHR values (Fig. 7c, d), but
remained close to 30 lb/100 ft2 which is close to the BHR final
Fig. 5. Schematic showing the difference in relative polarity of O–H bonds present gel strength of base mud.
in DEA and DEG molecules.

3.5. Filtration loss control

values of PV, preferably <30 cP, are helpful in drilling at a faster While drilling, the mud should be prevented from seeping
rate of penetration [14]. Accordingly, DES-A and DES-B are excel- into formation causing formation damage. The results of the
lent rheology modifiers, especially since they increase AV with LPLT fluid loss are shown in Fig. 8 for muds containing different
minimal increase in PV. The cuttings carrying capacity of drilling concentrations of DES-A or DES-B. Fluid loss of the based mud
fluids depends on YP. Mud formulations containing the DESs por- was 11.4 mL, which decreased with increasing DES-A or DES-B
trayed higher YP than base mud. Increasing the concentration of concentration. Fig. 8 depicts high initial rate of filtration, which
DESs before hot rolling (BHR) resulted in higher YP values for both decreases with time. During filtration, driven by the flow the
the DESs (Fig. 6e and f). Even at lowest DESs concentration tested solid content of the mud deposits onto the filter paper to form
7
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 6. AV, PV and YP of mud formulations with varying concentration of DES-A and DES-B before (BHR) and after (AHR) hot rolling.

a layer, which increases in thickness increases with time. The ternary ammonium group (cation) in DESs and by the hydrogen
permeability of the mud cake, which is influenced by the solid bonding between these negative sites and AOH groups present
additives, is the key to controlling fluid loss. On the other hand, in the DESs. This interaction results in a more compact filter
DESs also act as a fluid loss agent. An increase in DESs concen- cake with reduced permeability.
tration decreases the permeability the filter cake. Fig. 8c shows
that the LPLT fluid loss control ability of DES-B is a little higher
3.6. Effect on capillary suction time of aqueous bentonite dispersion
than that of DES-A. For example, the reduction in cumulative
fluid loss by addition of 1.0 w/v% of DES-A and DES-B was
Bentonite dispersions in water with varying concentrations of
~19% and ~23%, respectively. Overall, the reduction of fluid loss
DES-A or DES-B were tested for their CST values. To ensure reli-
suggests the ability of DESs to decrease water infiltration into
ability of the measurements, each experiment was replicated
different formations, including shale. Filter cake formed by the
three times and the average with standard deviation are shown
solids present in WBM also contain bentonite platelets and
in Fig. 9. Detailed analytical results of these tests are shown in
polyanionic cellulose. Both of these additives have negative sites
Table S2. The addition of DES-A and DES-B resulted in a decrease
which could be bridged by the electrostatic attraction with qua-
in the CST values. This suggests increased amount of free water
8
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 7. (a,b) Initial (10 sec) and (c,d) final (10 min) gel strengths of mud formulations with varying concentration of DES-A and DES-B.

in the bentonite slurry as bentonite is absorbing less water in 3.7. Shale swelling inhibition
presence of DESs. Further reduction in CST values with increas-
ing DES concentration from 0.05 to 1.00 w/v% confirms inhibi- Shale swelling inhibition characteristics of DES-A and DES-B
tion of clay-water interaction. This can be attributed to the were assessed using linear swell meter. Drilling fluid samples in
presence of cationic ammonium functionality which gets presence and absence of different shale inhibitors were allowed
adsorbed in interlayer space of clay platelets resulting in water to interact with shale pellets. Fig. 10 depicts percent shale swelling
inhibition for causing clay swelling. The strong electrostatic in the base mud, base mud containing 5 w/v% KCl and base muds
interaction between negatively charges bentonite platelets and containing 0.2 w/v% of DES-A, DES-B or the commercial ionic liquid
positively charges amine functionality of DESs helps in reducing 1-butyl-3-methylimidazolium chloride (BMIM[Cl]). Fig. 10 sug-
the c-spacing (interlayer space between two adjacent unit layers gests that DES-B is the best shale swelling inhibition reagent. In
of clay) and thus resulting in less exposure to water for sorption. 2 h, shale pellet dispersed in base mud was swelled by 28.8% while
This test suggests that both DESs are capable of reducing water the addition of 5 w/v% KCl reduced the swelling to 24.4%. All three
absorption by clay minerals typically present in shale forma- shale stabilizers (BMIM[Cl], DES-A and DES-B) have shown better
tions. Therefore, employing DESs in WBMs can be an effective performance at 0.2 w/v% in comparison with KCl. Percent swelling
strategy to mitigate shale instability. Lastly, it is noted that of shale was 22.0%, 13.0% and 8.4% for BMIM[Cl], DES-A and DES-B,
DES-B is comparatively more effective inhibiting clay-water respectively. This suggests that the in-house prepared DES-A and
interaction than the DES-A. This difference is attributed to the DES-B have excellent shale swelling inhibition at low concentra-
difference in the relative polarity of AOH bond as discussed in tions. The positive charges on DES-A and DES-B (owing to presence
Section 3.4 since the cationic functionality of quaternary amine of TBAB) are effective in reducing the interaction of the clays (e.g.
is present in both the DESs. There is a stronger attractive inter- montmorillonite) in the shale with water. It is likely that DESs are
action between negatively charged sites in montmorillonite, capable of holding clay unit layers together with strong electro-
illite, kaolinite etc. minerals and the AOH groups present in static force, which makes the spaces more hydrophobic, hence
DES-B than the interaction between those sites and AOH groups inhibits the penetration of water molecules into the interlayer
in DES-A. Once strongly attached to the negatively charges clay space (c-spacing). Additionally, the presence of highly polar AOH
mineral sites in shale formations, DES-B prevents clay hydration, groups in DESs make it more efficient of hold two adjacent clay
dispersion and swelling. Further discussion on the nature of this unit layers to hold at multiple sites. A schematic of the proposed
prevention/interaction is provided below. shale inhibition mechanism by DESs is shown in Fig. 11.

9
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 9. CST results of bentonite powder dispersion in aqueous solutions of DES-A


and DES-B.

Fig. 10. Shale pellet swelling in presence and absence of different mud additives.

3.8. Shale dispersion analysis

The recovery of shale cuttings after the shale dispersion analysis


is reported in Fig. 12. As can be seen, the recovery was 84.3% in the
case of the base mud, which increased to 88.6% on addition of 5 w/
v% KCl. Addition of 0.1 w/v% DES-A increased shale recovery to
94.8% which further increased to 98.8% in case of 0.5 w/v% DES-
A. The corresponding values for DES-B were found to be 95.9%
for and 99.6%, respectively. These results further confirm that
DES-B is a more effective shale stabilizer than DES-A. Nevertheless,
both of these additives have shown good performance in mitigat-
ing shale instability problems and can be used as a potential shale
inhibitor in water-base muds. Economic analysis provided in the
Fig. 8. LPLT fluid loss for (a) DES-A-containing base muds; (b) DES-B-containing
base muds and (c) cumulative fluid loss (after 30 min) for the DES-A- and DES-B- supporting document suggests the feasibility of industry-scale
containing base muds. deployment of DES-A and DES-B.

10
M. Beg, M.B. Haider, N.K. Thakur et al. Journal of Molecular Liquids 340 (2021) 117134

Fig. 11. Schematic showing the mechanism of shale inhibition by DESs.

the anionic sites present in shale minerals to a higher extent than


DES-A. A quick economic calculation showed the feasibility of
using DES-B as an industry-scale additive for WBM drilling of reac-
tive shale formations.

Declaration of Competing Interest

The authors declare that they have no known competing finan-


cial interests or personal relationships that could have appeared
to influence the work reported in this paper.

Acknowledgements

Authors wish to extend our sincere thanks to Dr. Munmun


Bhattacharya and Mr. Ved Prakash from Institute of Drilling Tech-
nology, Oil and Natural Gas Corporation, Dehradun, India for their
support in conducting linear swell meter tests. Indian Institute of
Technology, Kanpur is acknowledged for allowing the use of XRD
instrument for shale characterization.
Fig. 12. Recovery of dispersed shale cuttings after hot rolling.

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