Inhibition of the Hydration Expansion of Sichuan Gas Shale by

rate of average hole-diameter is only 7.47%, and drilling rate was 1.71 times as fast. 23 ..... shale in a 3% SP solution was only 2.46%, which was 12...
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Inhibition of the Hydration Expansion of Sichuan Gas Shale by Adsorption of Compounded Surfactants Jingping Liu, Zhiwen Dai, Congjun Li, Kaihe Lv, Xianbin Huang, Jinsheng Sun, and Bing Wei Energy Fuels, Just Accepted Manuscript • DOI: 10.1021/acs.energyfuels.9b00637 • Publication Date (Web): 09 Jun 2019 Downloaded from http://pubs.acs.org on June 10, 2019

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Inhibition of the Hydration Expansion of Sichuan Gas

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Shale by Adsorption of Compounded Surfactants

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Jingping Liu1,* Zhiwen Dai1, Congjun Li2, Kaihe Lv1, Xianbin Huang1, Jinsheng Sun1,2, Bing,

4

Wei3,*

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1College

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People’s Republic of China.

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2CNPC

Engineering Technology R&D Company Limited, Beijing 102206, People’s Republic of China

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3State

Key Laboratory of Oil and Gas Reservoir Geology and Exploitation, Southwest Petroleum

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University, Chengdu, Sichuan 610500, China

of Petroleum Engineering, China University of Petroleum (East China), Qingdao 266580,

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ABSTRACT

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Water-based drilling fluids are characterized by cost-effective, wide sources of raw

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materials and environment-friendly. However, it is prone to cause various accidents

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that affect the drilling efficiency. One of the main problems is that conventional

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inhibitors cannot effectively suppress the hydration expansion of shale in Sichuan. In

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this study, we found that a mixture of Span 20 and Tween 60 can enhance the

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hydrophobicity of shale by forming a hydrophobic membrane on shale surface,

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which reduces the number and weakens the hydrogen bond between water and

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shale, thereby greatly reducing the amount of water entering into the shale.

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Consequently, hydration expansion rate of shale, dissolution of salts in the shale and

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the decrease of compressive strength are suppressed by adding the mixture of

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surfactants. Thereby wellbore stability is maintained during drilling. The expansion

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rate of average hole-diameter is only 7.47%, and drilling rate was 1.71 times as fast

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as using oil-based mud in a nearby well in the field tests in Sichuan, China.

24

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1. INTRODUCTION

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The development of unconventional energy has changed the global supply of oil and

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gas, the shale gas in especial now is sweeping the world.1-3 Shale gas has many

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advantages, ranging from a large resource potential and a wide distribution range to

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a high efficiency and cleanliness. Its large-scale development will change the world

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landscape of energy use and have a profound impact on the global economy.4,5

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Drilling fluid plays a very important role in the development of oil and gas field.6

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Drilling fluids usually consist of water or oil, clay particles, treatment agents,

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weighting materials, and other components7. Its main function is to stabilize the

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borehole wall, transport drill cuttings, clean the wellbore, control the pressure, cool

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and lubricate the drill bit, and form a thin and impervious filter cake.8-10

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Oil-based drilling fluids have played an important role in early shale gas drilling due

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to good lubricity and strong stability, but they are costly and detrimental to the

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environment.11 Water-based drilling fluids are widely considered to be cost-effective,

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wide sources of raw materials and environment-friendly.12-14 However, various

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accidents, such as borehole collapse and sticking, can occur due to the hydration

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expansion of the clay minerals in shale during the drilling of shale gas wells with

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water-based drilling fluids.15 Therefore, water-based drilling fluids cannot be used in

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large-scale applications in drilling for shale gas in Sichuan.

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One of the most effective approaches for managing the hydration expansion of clay

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minerals is by adding inhibitors. For example, the addition of quicklime can reduce

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the swelling potential of pulverized expansive shale.16 Organic cations can narrow

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the diffusion pathway and decrease the diffusive transport of water by adsorbing

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onto the external surfaces of clay minerals.17 Silicates, which were first introduced in

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the 1930s to solve the shale instability issues, have also been shown to enhance the

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stability of shale.18,19 Potassium chloride20 and sodium chloride21 are commonly

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added to water-based drilling fluids to minimize clay hydration. In addition,

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polymers22 and polyamines23 are widely used to control clay swelling. Finally,

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nano-materials own the capability to adsorb at interface forming a tight film and to

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inhibit shale hydration.24-28 Various nanoparticles can control water invasion into the

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wellbore and reduce clay swelling in shale; examples include nanographite29,

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nanosilica30, carbon nano tubes31, graphene oxide32, copper oxide, and zinc oxide33.

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However, wellbore instability caused by shale swelling during the drilling of gas shale

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formations in Sichuan, China is still a major issue. Therefore, the introduction of a

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high-efficiency hydration inhibitor for Sichuan shale formations is one of the key

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approaches to facilitating efficient shale gas development in China.

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Span 20 (sorbitol sorbate) is mainly used in medicine, cosmetics, and textiles as a

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water/oil emulsifier, wetting agent, and mechanical lubricant. Tween 60

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(polyoxyethylene sorbitan monostearate) is mainly used as an emulsifier, stabilizer

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(especially in frozen confections to prohibit the separation of oil and water), and a

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dispersing agent (such as in the dispersion of non-dairy Coffeemate). However, the

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ability of a mixture of Span 20 and Tween 60 to behave as an inhibitor during shale

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drilling has never been explored.

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In this study, we evaluated the ability of a mixture of Span 20 and Tween 60 to

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inhibit shale expansion and studied the inhibitory mechanism. Interestingly, we

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found that this mixture functioned as an excellent inhibitor of Sichuan shale

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expansion, whereas commonly used inhibitors were ineffective. This study provides

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a novel method to inhibit Sichuan shale hydration in China.

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2. Shale sample

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The contents and types of clay minerals in shale are the key factors determining the

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hydration expansion properties of shale. At present, the main producing area of

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shale gas in China is in Sichuan, and the Longmaxi Formation is the main production

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layer of shale gas development in Sichuan, so we choose shale from the Longmaxi

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formation as our research subject. The shale composition was analyzed by INCA

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X-ray spectrometry (SY/T 5163-2010).

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Figure 1. (a) Mineralogical composition analysis of shale. (b) Ultrastructural features

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of illite in gas shale by scanning electron microscopy.

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As shown in Figure 1(a), the composition of the shale was high in clay minerals (illite,

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smectite, kaolinite, chlorite), quartz, and calcite, with proportions of 24%, 30.3%,

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and 27.4%, respectively. Clay minerals were mainly composed of illite, which had an

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incomplete slat-like morphology when viewed under a scanning electron microscope

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(Figure 1(b)). Clay minerals did not contain smectite, indicating that the hydration

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expansion of the gas shale from the Longmaxi Formation in Sichuan was mainly

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caused by the hydration expansion of illite. Therefore, inhibitors that can effectively

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inhibit the hydration of gas shale are likely to inhibit the hydration of illite.

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3. Surface tension and contact angle measurement

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The contact angle of water droplets on shale after interacting with an inhibitor can

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indicate the effect of the inhibitor on the hydrophobicity of the shale surface. In

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general, the stronger the shale hydrophobicity, the weaker the hydration expansion.

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It reveals that the inhibitor is effective in mitigating shale hydration. In this

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experiment, the contact angle of water droplets at different temperatures was

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measured with a DCAT21 surface tension meter using the Washburn method

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(Germany Data Physics Instrument Co., Ltd.).34 The inhibitor (SP) was a mixture of

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Span 20 and Tween 60 at a ratio of 1:1.

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Figure 2. Surface tension of the inhibitor at different concentrations and

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temperatures

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Figure 2 shows the results of the surface tension test of SP. As the SP concentration

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increased from 0.5% to 5%, the surface tension of the solution increased moderately.

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As the temperature increased from 25 °C to 80 °C, the surface tension of the solution

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decreased moderately. The effect was more pronounced from 60 °C to 80 °C. SP can

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effectively reduce the surface tension of water in a wide range of temperature and

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concentrations, consequently, reduce the capillary force of shale and the water

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absorption due to capillary force. Therefore, it has the capability to inhibit hydration

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expansion of shale.

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Figure 3. Contact angle of shale at different temperatures after immersion in water

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solutions of different inhibitor concentrations

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As the SP concentration increased from 0.5% to 5%, the contact angle of water

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droplets on shale increased shown in Figure 3. As the temperature increased from

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25 °C to 60 °C, the contact angle decreased moderately. However, after the

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temperature reached 80 °C, the contact angle was reduced greatly. These results

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show that increasing the concentration of SP and decreasing the temperature can

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increase the contact angle of shale with water, thereby increasing the

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hydrophobicity of shale.

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4. Expansion test of shale

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Shale expansion is a key feature reflecting the interaction between shale and water,

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and it affects the stability of the shale wall during drilling. Because the main

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component of clay minerals in shale is illite, it is also necessary to study the

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hydration expansion properties of illite. A series of expansion tests for illite and shale

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in an inhibitor solution at different concentrations and temperatures were carried

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out. The illite mineral, with an effective content of 60 w/w%, was purchased from

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Chengdu Chunfeng Petroleum Technology Co., Ltd.

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Figure 4. (a) Expansion rate of illite in an inhibitor solution of different concentrations at

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25 °C. (b) Expansion rate of shale in an inhibitor solution of different concentrations. (c)

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Expansion rate of shale in water at different temperatures without SP. (d) Expansion rate of shale

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in an SP solution at different concentrations at 25 °C. (e) Expansion rate of shale in 3% SP

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solution at different temperatures.

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As shown in Figure 4(a), the final expansion rates of illite in water, 5% potassium

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chloride, 5% sodium chloride, 5% potassium silicate, and 5% sodium silicate were

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33.07%, 28.3%, 29.21%, 26.95%, and 27.5%, respectively, indicating that these

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inhibitors have moderate inhibitory effects on illite. However, the decrease in

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swelling was not significant, revealing the relatively weak performance of these

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inhibitors. In a 3% SP solution, the final expansion rate of illite was only 5.19%, which

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is 27.88% lower than its expansion in water, indicating that SP can significantly

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inhibit the hydration expansion of illite. Because of the high content of illite in the

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shale composition, the expansion rate of shale in inhibitor solutions of different

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concentrations showed a phenomenon similar to that of Figure 4(a). As shown in

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Figure 4(b), the final swelling rates of shale in water, 5% potassium chloride, 5%

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sodium chloride, 5% potassium silicate, and 5% sodium silicate solution were 15.42%,

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13.25%, 13.64%, 12.62%, and 12.85%, respectively, indicating that the inhibition of

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these commonly used inhibitors on shale was not significant. The expansion rate of

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shale in a 3% SP solution was only 2.46%, which was 12.96% lower than that in water,

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indicating that SP is an excellent choice in controlling shale expansion.

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The expansion of shale in SP solutions of different concentrations is presented in

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Figure 4(c). When the SP concentration ranged from 0.5 to 4%, the final expansion

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rate of shale decreased from 10.34% to 1.24%, indicating that the degree of the

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inhibitory expansion increased with the SP concentration. When the SP

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concentration was higher than 3%, the expansion of shale was less dependent on the

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SP concentration, with a relatively steady performance. Taking cost-effectiveness

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and practical use into account, an optimized concentration of 3% was used for the

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following characterizations.

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As shown in Figure 4(d), the expansion of shale increased with increasing

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temperature. As the temperature increased from 40 °C to 100 °C, the final expansion

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rate of shale increased from 15.89% to 17.95%, indicating that high temperatures

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promoted shale hydration. SP showed good performance in controlling shale

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swelling under different temperatures as presented in Figure 4(e). As the

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temperature increased from 40 °C to 100 °C, the final expansion rate increased from

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1.27% to 4.12%, indicating that SP effectively controlled shale expansion at high

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temperatures. All samples showed a similar trend of expansion and stabilized quickly

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at approximately the same time point, which may have been related to the rapid

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water absorption of shale and the rapid achievement of water saturation.

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5. SEM analysis

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To understand interactions between shale and SP better, ultrastructural

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observations were made using a JEOL JSM-6510 scanning electron microscope with

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an accelerating voltage of 3.0 kV.

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Figure 5. SEM of gas shale (a) original shale. (b) shale after exposure to a 3% SP

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solution for 24 hours.

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As shown in Figure 5, after the shale was immersed in a 3% SP solution for 24 hours,

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SP was strongly adsorbed onto the surface of the shale, which altered the wettability

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of the shale and the surface of the shale to hydrophobic (Figure 3), thereby

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effectively inhibiting shale hydration (Figure 4).

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6. Infrared analysis

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Figure 6. IR of shale before and after immersion in a 3% SP solution for 24 hours.

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As shown in Figure 6, the hydrogen bonds formed by the free hydroxyl groups in

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shale and SP-inhibited shale were at positions 3618.459 cm-1 and 3628.103 cm-1,

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respectively, indicating that the addition of SP weakened the strength of the

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hydrogen bonds formed by the free hydroxyl groups in the shale. At the same time,

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the peak areas of the hydrogen bonds formed by the free hydroxyl groups in clean

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shale and SP-inhibited shale were 2.332 and 0.256 %*cm-1, respectively, indicating

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that SP greatly reduced the number of hydrogen bonds.

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The hydrogen bonds formed by self-associated hydroxyls in shale and SP-suppressed

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shale were represented by 3398.574 and 3408.218 cm-1, respectively. The smaller

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the wavenumber, the larger the wavelength, the smaller the frequency, and the

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higher the energy. The wavenumber of the hydrogen bond absorption peak formed

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by the self-associated hydroxyl groups in SP-suppressed shale was larger than that in

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shale, indicating that the addition of SP weakened the strength of the hydrogen

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bonds. At the same time, the peak areas of the hydrogen bonds formed by

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self-associated hydroxyl groups were 1.451 and 0.053 %*cm-1, respectively,

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indicating that SP greatly reduced the number of hydrogen bonds in shale. In the

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infrared spectrum of the Longmaxi Formation shale in 3% SP solution, there is a

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double peak at 2924.35 cm-1, which is the bond of C-H stretching vibration, which

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confirms that the SP occurs a lot of adsorption on the surface of the shale.

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In summary, the addition of SP weakened the strength of the hydrogen bonds

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formed by the free hydroxyl groups and the self-associated hydroxyl groups. At the

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same time, SP significantly reduced the number of the two types of hydrogen bonds,

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which explains why SP can inhibit the expansion of shale.

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7. Shale compressive strength test

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Shale strength can affect the stability of the borehole during the drilling process. The

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lower the strength, the more likely accidents are to occur during drilling. Conversely,

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the higher the strength, the more stable the borehole wall. Shale cores, with a

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diameter of 25 mm and a length of 30 mm, were first dried in an electrothermal

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constant temperature oven (202-OA type) at 100 °C for 6 hours, and then cooled in a

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desiccator for 4 hours. Finally, the cores were immersed in different inhibitor

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solutions for 24 hours, before uniaxial compression tests of the shale samples were

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conducted using a TAW-2000 rock triaxial tester with an axial deformation rate of

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0.00125 mm/s. The water used in this experiment is deionized water.

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Figure 7. (a) Shale strength after immersion in an SP inhibitor solution of different

5

concentrations. (b) Shale strength after immersion in commonly used inhibitor solutions. (c)

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Shale strength after immersion in water at different temperatures. (d) Shale strength after

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immersion in a 3% SP solution at different temperatures.

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As shown in Figure 7(a), SP effectively mitigated the degradation of the shale

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compressive strength after immersion in water. After the shale was soaked in water,

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the compressive strength was 31.39 MPa. When 0.5% SP was added to the soaking

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water, the shale compressive strength increased to 46.37 MPa, and as the SP

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concentration in water increased, the shale compressive strength continued to

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increase. When the concentration reached 4%, the shale compressive strength was

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65.28 MPa, which was similar to the original shale compressive strength of 77.46

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MPa. The shale cores were dried at 100 °C for 6 h, and then cooled in a desiccator for

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4 h. Compared with conventional inhibitors, such as sodium chloride, potassium

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chloride, and silicate (Figure 7(b)), SP was much more effective in mitigating the

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degradation of the shale compressive strength. When the SP concentration was

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higher than 3%, the compressive strength was less dependent on the concentration,

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with a relatively steady performance.

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As shown in Figure 7(c), with increasing temperature, the compressive strength of

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shale after soaking in water decreased moderately from 30.74 MPa at 40 °C to 27.42

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MPa at 100 °C, which may have been related to the elevated temperature that

7

promoted shale expansion. After adding 3% SP, the compressive strength of shale

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was greatly improved and varied from 61.43 MPa at 40 °C to 57.45 MPa at 100 °C,

9

indicating that SP was conducive to maintaining the strength of shale after soaking in

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water at different temperatures.

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8. Ion detection experiment

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To study the composition and content of soluble salts in gas shale, the water before

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and after soaking shale was quantitatively analyzed. The gas shale was crushed with

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a pulverizer. Ten grams of shale powder was then immersed in 500 ml of water for

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72 hours, and the water-soaked shale was removed by filtering with a qualitative

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filter paper. Finally, anions, such as F-, Cl-, and SO42-, and cations, such as K+, Na+,

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Mg2+, and Ca2+, in the filtered water were quantitatively analyzed by ICS-5000

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multi-function ion chromatography. The water used in this experiment is deionized

19

water.

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The concentrations of SO42-, Cl-, F-, K+, Na+, and Mg2+ in water increased from 1.0,

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0.46, 0, 0, 0.3, and 0 mg/L to 16.5, 3.3, 0.2, 7.2, 14.2, and 0.1 mg/L, respectively,

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after soaking the shale, indicating that the shale contained large quantities of soluble

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salts, including sulfate, chloride, potassium, and sodium. When shale was exposed to

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water, these salts dissolved, which may have caused shale collapse. As shown in

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Figure 8(b), the concentrations of SO42-, Cl-, K+, and Na+ in the SP solution decreased

26

greatly after soaking the shale, indicating that SP can effectively inhibit the

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dissolution of salts in shale into water, which is good for stabilizing the shale wall. As

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shown in Figure 8(c), the concentrations of SO42-, Cl-, F-, K+, Na+, and Mg2+ in water

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increased to 17.1, 3.8, 0.2, 7.8, 15.3, and 0.4 mg/L after soaking the shale at 100 °C,

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generally higher than the ion concentration in water after shale immersion at 25 °C,

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indicating that high temperatures promote the dissolution of salts in shale. The

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concentrations of SO42-, Cl-, K+, and Na+ in the SP solution decreased to 8.5, 1.3, 3.0,

3

and 6.1 mg/L after soaking shale at 100 °C, indicating that SP can effectively inhibit

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the dissolution of salts in shale at high temperatures.

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Figure 8. (a) Ion concentration in water for shale immersed at 25 °C. (b) Ion

7

concentration in water for shale immersed at 25°C. (c). Ion concentration in water

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for shale immersed at 100°C.

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Figure 9. (a) Mechanism of SP inhibition of shale hydration. (b) Mechanism of SP

11

inhibitor stabilizing shale wall.

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1

The mixture of Span 20 and Tween 60 formed a hydrophobic membrane on the

2

surface of the shale by adsorption, greatly reducing the amount of water entering

3

into the shale (Figure 9(a)), which effectively inhibited the hydration expansion of

4

the gas shale in Sichuan, maintained the compressive strength of the shale, and

5

reduced the dissolution of salts in the shale, thereby effectively maintaining wellbore

6

stability during drilling (Figure 9(b)).

7

9. Shale gas field tests

8

SP was successfully applied in a gas shale field. A gas shale well in Sichuan, China was

9

chosen for the field trial. The well was 4718 m deep, and the bottom-hole

10

temperature was 100 °C. The well was drilled with drilling fluid containing 3% SP. Table 1 Drilling fluid formula and stratigraphic lithology

11 Bottom hole temperature (°C)

100

Well depth (m)

2570-4 178

Drilling fluid formula

Stratigraphic lithology

2% Bentonite + 0.1% NaOH + 0.1% Na2CO3 + 3% SP + 5 - 7% Resin fluid loss additive + 3-5% Plugging agent + 3-4% Lubricant + Barite

black mudstone, shale, siliceous shale, carbonaceous shale, with several to several tens of centimeters thick of rich bioclastic argillaceous limestone at the top, partially deep grayish gray mudstone, brownish gray argillaceous siltstone strip or thin layer

12

The drilling fluid formulation and formation lithology are shown in Table 1, and the

13

well containing mainly shale was more likely to cause down-hole accidents. The

14

performance of the drilling fluid is shown in Table 2, and the yield point, plastic

15

viscosity, and gel strength met design requirements. In particular, the 4.8 mL of

16

FLHTHP was very low, which was conducive to the stability of the well wall. Table 2 Performance of drilling fluids used in field

17 Well

Density (g/cm3)

PV (mPa·s)

YP (Pa)

Gel (G’/G’’) (Pa/Pa)

FLAPI (mL)

Before hot rolling

1.79–1.80

55

21.5

3.5/6.5

0.2

After hot rolling

1.79–1.80

63

24

3 /7.5

0.4

FLHTHP (mL)

4.8

18

The wellbore diameter was measured during drilling, which is an important

19

parameter for evaluating drilling fluid performance in the field. The closer the actual

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wellbore diameter was to the design value, the better the performance of the drilling

2

fluid. As shown in Figure 10, the actual wellbore diameter was similar to the design

3

value with an average expansion rate of 7.47%, indicating a good drilling fluid

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performance.

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Water-based drilling fluid was used to drill 1608 m in the horizontal section. The

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drilling rate was 14 m/h, which was 1.71 times as fast as using oil-based mud (6.94

7

m/h) in a nearby well. The horizontal section construction time was 6.83 days.

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During drilling, the wellbore was stable, the amount of drill cuttings on the vibrating

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screen was normal, and the particles were clear (Figure 11). The operation of lifting

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and lowering the casing were smooth, indicating that the water-based drilling fluid

11

had strong shale-inhibition and anti-collapse performance and was able to meet the

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normal needs of drilling horizontal wells in gas shale.

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Figure 10. Curve of the diameter of the drilled well in Sichuan, China.

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Figure 11. Drill cuttings on the vibrating screen during drilling.

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10. CONCLUSION

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In this study, the results demonstrate that Span 20 and Tween 60 could

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self-assemble at shale surface and form a hydrophobic membrane, which weakens

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the hydrogen bond strength and reduces the amount of hydrogen bonds formed by

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the free hydroxyl groups and self-associated hydroxyls of the adsorbed water in the

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shale. These effects were also confirmed by the wavenumber and area of the peak

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formed by hydrogen bond in the infrared spectrum. That is the main reason why the

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mixture could greatly reduce the amount of water entering into the shale. Through

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shale compressive strength test, ion detection experiment and expansion test, it is

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confirmed that the mixture can inhibit the hydration swelling of the gas shale in

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Sichuan. This will provide technical support for the large-scale application of

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water-based drilling fluids in Sichuan shale gas drilling and promote the low-cost

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development of shale gas in China.

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 AUTHOR INFORMATION

17

Corresponding Authors

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Email: [email protected] (J. Liu) and [email protected] (B. Wei)

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Notes

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The authors declare no competing financial interests.

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 ACKNOWLEDGMENTS

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This research was financially supported by Petro China Innovation Foundation

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(Grants 2018D-5007-0306), Shandong Natural Science Foundation (Grants

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Energy & Fuels

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ZR2018BEE010) and the Fundamental Research Funds for the Central Universities

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(Grants 18CX02033A).

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