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Water Base Mud Systems 
Many types of water-base systems. 
Basic systems are usually converted to 
complex systems as a well is deepened, 
as wellbore temperatures and/or 
pressures increase and formations 
dictate. 
More than one system is typically used 
when drilling the same well.
Classification of Water Base Muds 
Un-weighted clay water suspensions 
Deflocculated, weighted clay-water 
suspensions 
Calcium treated, weighted deflocculated clay-water 
suspensions 
Salt water systems 
HTHP Deflocculated Systems 
Polymer Systems with/without salts 
HTHP Polymer Systems 
Cationic Systems
Factors Affecting Choice 
Application: 
Drilling surface interval 
Drilling intermediate interval 
Drilling production interval 
Completion Method 
Production Type
Factors Affecting Choice 
Geology 
Shale Type 
Sand Type 
– Permeability 
Other Formation Types 
– Carbonate Rock 
 Limestone 
 Dolomite 
– Salts
Factors Affecting Choice 
Make-Up Water 
Type of water 
Chloride concentration 
Hardness (Calcium / Magnesium) concentration
Factors Affecting Choice 
Drilling Data 
Water Depth -- Hole Size 
Hole Angle -- Torque/Drag 
Drilling Rate -- Mud Weight 
Maximum Temperature
Factors Affecting Choice 
Potential Problems 
Shale Problems -- Bit/BHA Balling 
Stuck Pipe -- Loss Circulation 
Depleted Sands
Factors Affecting Choice 
Rig/Drilling Equipment 
Remote Location 
Limited Surface Capacity 
Good Mixing Capacities 
Good Mud Pumps 
Good Solids Control Equipment
Factors Affecting Choice 
Contamination: 
Solids Cement 
Salt Anhydrite's/Gyp 
Acid Gases 
CO2 
H2S
Solids Content v. Mud Density 
60 
50 
40 
30 
20 
10 
0 
+ 10% LGS 
+ 5% LGS 
9 10 11 12 13 14 15 16 17 18 19 20 21 22 
Mud Weight, lbs/gal 
Volume Percent Solids 
Barite 
Hematite 
Low Gravity Solids 
+ 10% LGS 
+ 5% LGS 
Solids Content vs Density
PV & YP v. Mud Wt, lbs/gal 
50 
45 
40 
35 
30 
25 
20 
15 
10 
5 
0 
Max Recommended MBT 
9 10 11 12 13 14 15 16 17 18 19 20 21 
Mud Weight, lbs/gal 
Plastic Viscosity, Yield Point & MBT 
Max Recommended PV 
Max Recommended YP 
PV, YP vs Density
Spud Muds 
Basically composed of bentonite and water. 
Used to spud (begin) a well 
Native Mud (Bentonite incorporated with drilled 
solids from the formation as some formations 
are bentonitic in nature and increase viscosity)
Spud Muds 
Low Solids System due to no added weight materials 
Low in cost and high penetration rate 
Extremely shear thinning
Lignosulphonate Systems 
This used to be the most common drilling fluid system 
used in the industry. 
Primary product -lignosulfonate – may contain chrome, 
an organic acid which supplies anions (negative ions) 
which reduce the YP and Gel strengths by neutralizing the 
cations (positive ions) on the clay particles. 
System requires an alkaline environment to solubilize the 
lignosulphonate. Caustic Soda or Lime should be used to 
increase the pH to a minimum of 9.5 
Old technology
Lignosulphonate Systems 
System can tolerate high solids and contamination - by 
increasing the concentration of lignosulphonate 
Lignite can be used as a supplementary product and, like 
lignosulfonate, is an organic acid that supplies anions 
which reduce the YP and Gels by neutralizing the clay 
particles.
Lignosulphonate Systems 
Typical Properties: 
Density >10.0 ppg 
FV (3.5)(MW)+/- 
PV/YP see PV/YP Graph 
Gels 1-5 / 1-10 
pH 9.0 - 11.5 
FL as required 
LGS 5 - 7 percent
Calcium Treated Systems 
Calcium added to a clay-water slurry causes flocculation 
- an increase in yield point and gel strengths. 
This is caused by the Ca2+ cation having higher bonding 
energy than the Na+ cation on the clays, thus converting 
them to Ca2+ clays. 
This results in partial dehydration of the hydrated clay 
particles, causing a reduction in the size of the water 
envelope around the clay particle. This reduction of the 
water envelope allows closer proximity of the clay 
particles to each other, resulting in flocculation.
Calcium Treated Systems 
If a deflocculant is not present or utilized, the size of the 
flocks of clay will increase and precipitate out, resulting in 
decreased PV’s. 
As calcium is added when sufficient deflocculant is 
present, partial dehydration will still occur and the water 
envelope will be reduced causing a increase in the YP and 
Gels initially. This is called a viscosity hump. 
Shear, time and temperature causes the clay flocks to 
break apart and the anionic deflocculants neutralize the 
cationic clay charges, reducing the YP.
Calcium Treated Systems 
Advantages: 
Effective inhibiting system. Low costs. Can be used where 
salts are not permitted. 
Tolerant of CO2 and H2S contamination 
Disadvantages: 
Calcium is not tolerant to certain polymers.
Potassium Systems 
Potassium is an effective ion that minimizes (inhibits) 
clay hydration. This is achieved by the ionic base 
exchange of potassium for sodium and/or calcium ions 
on clay platelets. 
Swelling clays are selective toward potassium and will 
adsorb potassium ion over the sodium ion. 
This exchange of potassium ions occurs when the 
potassium-to-sodium ratio exceeds 3 : 1.
Potassium Systems 
The low hydration energy of the potassium ion 
contributes to inter-layer dehydration, resulting in a 
compact, tightly held structure. 
When ion fixation occurs, the clay platelet loses its water 
within the inter-layer space and the platelet becomes 
stable.
Potassium Systems 
KCL PHPA MUD 
Developed to stabilize water sensitive shales by means 
of potassium ion inhibition. 
Minimizes the hydration of shales, which minimizes hole 
enlargement, bit and stabilizer balling, sloughing shale 
and reduction of permeability in productive zones. 
Uses potassium chloride (KCL) as the primary source of 
potassium
KCL PHPA MUD The Potassium Component 
Concentration of KCL required to inhibit the shale being 
drilled depends on the shales’ sensitivity to water. 
Shale cuttings should be monitored for inhibition during 
drilling operations. Insufficient concentrations will cause 
the shale to be soft and mushy. If there is a sufficient 
concentration of KCL, the shale will retain its integrity. 
Concentration of KCL required: 
Older Shales: 10 - 15 ppb (3.5 - 5.0 %) 
Younger Shales: 30 - 40 ppb (8.5 - 12.5%)
The Potassium Component 
In some areas potassium salts are not permitted. 
However, other chemicals can be used to provide a 
source of potassium without using a salt. 
Potassium lignites 
Potassium Acetates 
Are usually more expensive.
The PHPA component 
PHPA SYSTEMS - designed to provide shale 
stabilization (inhibition) and viscosity control in water-base 
muds. 
PHPA - is a high molecular weight anionic polymer 
which has multiple applications and benefits. 
PHPA is used in many applications:
KCL PHPA MUD The PHPA component 
PHPA: Used primarily for shale stabilization 
Shale stabilization is achieved through encapsulation, 
through viscosifying the water phase, and by the 
polymer adsorbing free water. 
Encapsulation - is the process by which PHPA wraps 
around the clay platelets, preventing water from 
entering the interlayer structure of the clays. 
By viscosifying the water phase, fluid movement into 
the interlayer structure of the clay is slowed.
The PHPA component 
The stability of the system depends on maintaining the 
polymer concentration at the proper range and 
controlling the clay content to less than 6.0 percent. 
If the polymer concentration is not maintained and the 
solids concentration is allowed to increase above the 
proper range, the viscosity will increase and anionic 
deflocculants (thinners) will be required to stabilize fluid 
properties.
The PHPA component 
MAINTAINING a PHPA SYSTEM 
Monitor and maintain proper polymer concentration. 
Control solids and MBT in the proper range. 
Maintain Calcium at <300 mg/l. 
Control pH below 10.0.
KCL PHPA MUD The Glycol component 
A polymer system may use glycol technology to 
provide additional shale inhibition, wellbore stability, 
lubricity and good fluid loss. Other benefits include 
enhanced cuttings integrity, improved filter cake, 
lower dilution rates, less hole enlargement, greater 
solids tolerance, reduced bit balling and increased 
ROP. 
Glycols are environmentally acceptable due to their 
low toxicity.
The Glycol component 
CLOUD-POINT PHENOMENON: 
This is the primary mechanism for inhibition 
and stabilization. 
CLOUD-POINT is the temperature at which polyglycol 
changes from being totally soluble to insoluble.**** 
At temperatures above the cloud point, poly-glycols 
form colloidal droplets or micelles 
which results in a micro-emulsion. 
“Thermally Activated Mud Emulsion” (TAME).
Glycol Mud Systems 
At temperatures above the cloud point, poly-glycols 
form colloidal droplets or micelles which results in a 
micro-emulsion. 
This is referred to as “Thermally Activated Mud 
Emulsion” (TAME).
The Glycol component 
The TAME provides wellbore stability in three 
distinct ways: 
Through chemical adsorption 
Through micro-emulsion and precipitate pore 
plugging 
By providing a thinner, less porous filter/wall 
cake
The Glycol component 
The adsorption of insoluble poly-glycols into the 
filter/wall cake on permeable formations reduces the 
thickness of the filter/wall cake and fluid loss rates. 
The poly-glycols provide lubrication and resists balling 
since insoluble poly-glycols have an affinity to solids and 
can coat solids and other surfaces.
The Glycol component 
Most poly-glycol systems are designed to become 
totally soluble as it cools while being pumped up the 
annulus to the surface. But some systems are 
designed to keep the poly-glycol insoluble at all 
times.
The Glycol component 
There are several glycols available with a wide range of 
cloud points. Systems are usually designed to find the 
proper glycol required prior to drilling. Only the proper 
glycol will be sent to the drill-site. 
These poly-glycols are: 
•Broad range clouding PAG blend 
•Low salinity clouding,<30,000 mg/l Cl 
•Moderate salinity clouding, 30-90,000 mg/l Cl 
•High salinity clouding, >90,000 mg/l Cl 
•Soluble poly-propylene
Silicate Mud Systems 
Silicate System: 
A salt polymer system with added SODIUM SILICATE. 
Developed to provide shale inhibition and hole stability 
in areas where oil or synthetic fluid systems would 
normally be used. 
Formations like micro-fractured shale, chalk, or inter-bedded 
dispersive clays are applications for a Silicate 
System.
Silicate Mud Systems 
Inhibition and hole stability is achieved as soluble 
silicates precipitate to form an insoluble silicate film in 
the hole to prevent water contact with the shale (clay), or 
invasion into permeable formations.
Silicate Mud Systems 
As soluble silicates contact the low pH shales 
(clays) of formations, a reduction in pH and a 
reaction with divalent cations (Ca2+, Mg2+) on/in the 
shale (clay) form a calcium and/or magnesium 
silicate coating.
Silicate Mud Systems 
Soluble silicates are stable only at pH values > 11.0 or 
in the absence of cations. 
Silicates will precipitate out at pH <11.0 or in the 
presence of cations. 
Therefore, the pH should be controlled at 11.0 or 
greater and cations treated out with Soda Ash.
Silicate Mud Systems 
Monitor the concentration of silicate, since the 
silicate is depleted at high rates when drilling reactive 
shale. 
This is necessary for the system to provide good 
inhibition. 
The optimum concentration of 50% active silicate in a 
system is approximately 30 ppb. 
Greater concentrations result in unstable flow 
properties.
Silicate Mud Systems 
The silica-to-sodium ratio is important for shale 
inhibition. Research indicates that ratio ranges 
of 2.0-1 to 2.65-1 are best. Higher ratios do not 
improve inhibition and may viscosity instability 
Inhibition levels of the Silicate system is 
comparable to oil and synthetic base systems.
Silicate Mud Systems 
Further shale inhibition can be achieved with additions 
of Glycol and NaCl or KCL. 
Glycol added to the system reduces the coefficient of 
friction and extends the thermal stability of the system 
to 250°F. Therefore, glycol is recommended once the 
BHT reaches 190 °F or as needed to reduce torque and 
drag.
Silicate Mud Systems 
• Reservoir damage may occur when drilling 
reservoirs which contain hard water. 
• Damage may occur due to precipitation of 
calcium silicate (cement) or solidification of 
sodium silicate into the pore throat of the 
rock matrix. 
• The same reservoir damage may also occur 
if the pH of the invaded filtrate is reduced 
over time.
Silicate Mud Systems 
This system is not as solids tolerant as most 
inhibitive systems and not recommend where 
densities above 13.5 ppg are needed. 
Temperature limitation: 275°F 
A silicate system is a high cost, high performance 
system and is only recommended for difficult wells 
containing water sensitive shales
Silicate Mud Systems 
Coeficient of Friction (COF) value Silicate fluids vs other mud systems 
0.35 
0.3 
0.25 
0.2 
0.15 
0.1 
0.05 
0 
SILICATE Silicate/Glycol PHPA Glycol OBM 
Mud system 
Coeficient Of Friction
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
1. Caustic Soda (NaOH) Caustic Soda Increase pH 
2. Caustic Potash (KOH) Caustic Potash Increase pH and K+ 
3. Lime (CaOH2) Lime Increase pH & treat CO3 
4. Gypsum / Anhydrite (CaSO4) Gypsum Increase Ca2+ treat CO3 
5. Sodium Bicarbonate (NaHCO3) Sodium Bicarbonate Treat Cement 
6. Soda Ash Na2CO3) Soda Ash Treat Hardness 
(Ca2+, Mg2+)
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
7. Sodium Acid Pyrophosphate SAPP Treat cement & thin mud 
8. Citric Acid Citric Acid Decrease Ph 
9. Sodium Chloride (NaCl) Sodium Chloride Increase Cl- (WBM) 
10. Calcium Chloride (CaCl2) Calcium Chloride Increase Cl- (OBM / SBM) 
11. Potassium Chloride (KCl) Potassium Chloride Increase Cl- and K+ 
12. Zinc Oxide (ZnO) Zinc Oxide Scavenge H2S
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
WEIGHTING MATERIALS: 
1. BARITE BAR Increase Mud Density 
Barium Sulfate (BaSO4) 
2. HEMATITE Increase Mud Density 
Ferris Oxide (Fe2O3) 
3. CALCIUM CARBONATE (CaCO3) Calcium carb Increase Mud Density, LCM
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
CLAYS: 
1. BENTONITE GEL Increase Viscosity, Decrease FL 
2. BENTONITE GEL Increase Viscosity, Decrease FL 
(Non-Treated) 
3. ATTAPULGITE SALT GEL Increase Viscosity
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
THINNER / DEFLOCCULANTS AND FLC PRODUCTS: 
1. Lignite LIGNITE Decrease FL, deflocculate mud 
2. Chrome Lignosulfonate Deflocculate mud 
3. Lignosulfonate Deflocculate mud (Chrome Free) 
4. Causticised Chrome Lignite Decrease HT FL, deflocculate mud 
5. Resin treated Lignite Decrease HT FL 
6. Synthetic Resin (liquid) Decrease HT FL (env) 
7. Potassium Lignite Decrease FL & add K+ 
8. Sodium Polyacrylate Decrease HT FL 
9. Polyacrylate (Low MW) Deflocculate mud
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
POLYMERS: 
1. PHPA PHPA Encapsulate clays 
(Partially Hydrolyzed Polyacrylamide) 
2. PAC PAC REGULAR Decrease FL increase viscosity 
(Poly Anionic Cellulose) 
3. PAC LV PAC Low vis Decrease FL 
4. PAC (extra low viscosity) PAC ELV Decrease FL 
5. CMC CMC Decrease FL & increase viscosity 
Carboxy Methyl Cellulose 
6. Corn Starch Corn starch Decrease FL 
7. Potato Starch Drilling starch Decrease FL
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
8. Carboxy Methyl Starch Decrease FL 
9. XCD (Biopolymer) XCD Increase LSRV 
10. Starch derivative FLO-TROL Decrease FL 
11. Clarified Biopolymer FLO-VIS Increase LSRV 
12. Bentonite extender Increase Viscosity 
13. Clay Flocculent Selectively Flocculate Clays
Products and their Applications 
CHEMICAL M-I PRODUCT NAME PRIMARY APPLICATIONS 
SHALE CONTROL: 
1. Shale Inhibitor ASPHASOL Inhibit shale, reduce FL 
2. Shale Inhibitor STABLE HOLE Inhibit shale, reduce FL 
3. Shale Control GLYDRIL-(GP,LC,MC,HC) Inhibit shale, reduce FL 
4. Shale Control SHALE CHEK Control shale 
5. Shale Control K-52 Provide K+ for inhibition 
6. Shale Control KLA CURE Control shale 
7. Shale Control KLA GARD Control shale 
8. Shale Control (Cl- free) KLA GARD-B Control shale
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
CORROSION INHIBITORS: 
1. Water dispersible blended amine Reduce corr. In FW Packer fluids 
2. Persistent filming amine Reduce Corr. on pipe 
3. Brine soluble filming amine Reduce corr. in clear brines 
4. Phosphorus based Corr. inhibitor Reduce corr. in Drilling Fluids 
5. 55% Ammonium Bisulfide Oxtgen scavenger Scavenge Oxygen 
6. Scale Inhibitor Inhibit scale formation 
7. 12% Zn (liquid) Zinc chelate Scavenge low Conc. of H2S 
8. Zinc Oxide ZnO Scavenge H2S 
9. 25% Gluteraldehyde Biocide Kill Bacteria
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
OIL / SYNTHETIC MUD PRODUCTS: 
1. Clay Viscosifier Organoclay Increase Viscosity, Gel Strength 
2. Premium Clay Viscosifier Organoclay Increase Viscosity, Gel Strength 
3. Sag-Reducing Additive Reduce Sag Potential in NAF 
4. High temperature Clay Organoclay HT Maintain HT Viscosity in NAF 
5. OBM Emulsifier PRIMARY Emulsify Conventional OBM 
6. OBM Emulsifier / Wetter SECONDARY Oil wet Conv/ Emulsify Relaxed 
7. OBM Wetting Agent Oil wet relaxed OBM 
8. Amine Treated Lignite Reduce HTHP FL in OBM 
9. Asphaltic Resin Reduce HTHP FL in OBM
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
OIL / SYNTHETIC MUD PRODUCTS: 
10. OBM Thinner VERSATHIN Thin OBM 
11. Rheological Modifier Increase LSRV of OBM 
13. Calcium Chloride CaCl2 Reduce Water Activity 
14. Olefin based SBM Wetting Agent Oil wet SBM 
15. SBM Rheological Modifier Rheology modifier Inc. LSRV in Olefin based SBM
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
SPECIALTY PRODUCTS: 
1. Detergent for clean-up OBM/SBM CLEAN-UP Clean-up Rig OBM/SBM 
2. Drilling Detergent D.D. Reduce surface tension 
3. Alcohol-base de-foamer De-foam Mud 
4. Silicone-base de-foamer De-foam Mud 
5. Low toxicity detergent additive Prevent Bit and BHA balling 
6. Low toxicity Lubricant Lubricate well, reduce HTHP FL 
7. All purpose lubricant (ENV) Decrease COF, reduce torque/drag 
8. Graphite plugging agent Cure LC, (torque/drag/FLC) 
9. LCM Blend Cure Lost Circulation
Products and their Applications 
CHEMICAL COMMON NAME PRIMARY APPLICATIONS 
SPECIALTY PRODUCTS: 
10. Ground Mica MICA (F,C) Cure lost Circulation 
11. Fibrous plugging and bridging agent Fibre (F,M,C) Plug and Bridge perm. form. 
12. Ground nut hulls NUT PLUG (F,M,C) Cure Lost Circulation 
13. OB-Stuck Pipe freeing surfactant Free Stuck Pipe 
14. ENV-Stuck Pipe spotting fluid Free Stuck Pipe (ENV) 
15. One Drum Stuck Pipe Spotting fluid Free Stuck Pipe

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Water Base Muds

  • 1.
  • 2. Water Base Mud Systems Many types of water-base systems. Basic systems are usually converted to complex systems as a well is deepened, as wellbore temperatures and/or pressures increase and formations dictate. More than one system is typically used when drilling the same well.
  • 3. Classification of Water Base Muds Un-weighted clay water suspensions Deflocculated, weighted clay-water suspensions Calcium treated, weighted deflocculated clay-water suspensions Salt water systems HTHP Deflocculated Systems Polymer Systems with/without salts HTHP Polymer Systems Cationic Systems
  • 4. Factors Affecting Choice Application: Drilling surface interval Drilling intermediate interval Drilling production interval Completion Method Production Type
  • 5. Factors Affecting Choice Geology Shale Type Sand Type – Permeability Other Formation Types – Carbonate Rock  Limestone  Dolomite – Salts
  • 6. Factors Affecting Choice Make-Up Water Type of water Chloride concentration Hardness (Calcium / Magnesium) concentration
  • 7. Factors Affecting Choice Drilling Data Water Depth -- Hole Size Hole Angle -- Torque/Drag Drilling Rate -- Mud Weight Maximum Temperature
  • 8. Factors Affecting Choice Potential Problems Shale Problems -- Bit/BHA Balling Stuck Pipe -- Loss Circulation Depleted Sands
  • 9. Factors Affecting Choice Rig/Drilling Equipment Remote Location Limited Surface Capacity Good Mixing Capacities Good Mud Pumps Good Solids Control Equipment
  • 10. Factors Affecting Choice Contamination: Solids Cement Salt Anhydrite's/Gyp Acid Gases CO2 H2S
  • 11. Solids Content v. Mud Density 60 50 40 30 20 10 0 + 10% LGS + 5% LGS 9 10 11 12 13 14 15 16 17 18 19 20 21 22 Mud Weight, lbs/gal Volume Percent Solids Barite Hematite Low Gravity Solids + 10% LGS + 5% LGS Solids Content vs Density
  • 12. PV & YP v. Mud Wt, lbs/gal 50 45 40 35 30 25 20 15 10 5 0 Max Recommended MBT 9 10 11 12 13 14 15 16 17 18 19 20 21 Mud Weight, lbs/gal Plastic Viscosity, Yield Point & MBT Max Recommended PV Max Recommended YP PV, YP vs Density
  • 13. Spud Muds Basically composed of bentonite and water. Used to spud (begin) a well Native Mud (Bentonite incorporated with drilled solids from the formation as some formations are bentonitic in nature and increase viscosity)
  • 14. Spud Muds Low Solids System due to no added weight materials Low in cost and high penetration rate Extremely shear thinning
  • 15. Lignosulphonate Systems This used to be the most common drilling fluid system used in the industry. Primary product -lignosulfonate – may contain chrome, an organic acid which supplies anions (negative ions) which reduce the YP and Gel strengths by neutralizing the cations (positive ions) on the clay particles. System requires an alkaline environment to solubilize the lignosulphonate. Caustic Soda or Lime should be used to increase the pH to a minimum of 9.5 Old technology
  • 16. Lignosulphonate Systems System can tolerate high solids and contamination - by increasing the concentration of lignosulphonate Lignite can be used as a supplementary product and, like lignosulfonate, is an organic acid that supplies anions which reduce the YP and Gels by neutralizing the clay particles.
  • 17. Lignosulphonate Systems Typical Properties: Density >10.0 ppg FV (3.5)(MW)+/- PV/YP see PV/YP Graph Gels 1-5 / 1-10 pH 9.0 - 11.5 FL as required LGS 5 - 7 percent
  • 18. Calcium Treated Systems Calcium added to a clay-water slurry causes flocculation - an increase in yield point and gel strengths. This is caused by the Ca2+ cation having higher bonding energy than the Na+ cation on the clays, thus converting them to Ca2+ clays. This results in partial dehydration of the hydrated clay particles, causing a reduction in the size of the water envelope around the clay particle. This reduction of the water envelope allows closer proximity of the clay particles to each other, resulting in flocculation.
  • 19. Calcium Treated Systems If a deflocculant is not present or utilized, the size of the flocks of clay will increase and precipitate out, resulting in decreased PV’s. As calcium is added when sufficient deflocculant is present, partial dehydration will still occur and the water envelope will be reduced causing a increase in the YP and Gels initially. This is called a viscosity hump. Shear, time and temperature causes the clay flocks to break apart and the anionic deflocculants neutralize the cationic clay charges, reducing the YP.
  • 20. Calcium Treated Systems Advantages: Effective inhibiting system. Low costs. Can be used where salts are not permitted. Tolerant of CO2 and H2S contamination Disadvantages: Calcium is not tolerant to certain polymers.
  • 21. Potassium Systems Potassium is an effective ion that minimizes (inhibits) clay hydration. This is achieved by the ionic base exchange of potassium for sodium and/or calcium ions on clay platelets. Swelling clays are selective toward potassium and will adsorb potassium ion over the sodium ion. This exchange of potassium ions occurs when the potassium-to-sodium ratio exceeds 3 : 1.
  • 22. Potassium Systems The low hydration energy of the potassium ion contributes to inter-layer dehydration, resulting in a compact, tightly held structure. When ion fixation occurs, the clay platelet loses its water within the inter-layer space and the platelet becomes stable.
  • 23. Potassium Systems KCL PHPA MUD Developed to stabilize water sensitive shales by means of potassium ion inhibition. Minimizes the hydration of shales, which minimizes hole enlargement, bit and stabilizer balling, sloughing shale and reduction of permeability in productive zones. Uses potassium chloride (KCL) as the primary source of potassium
  • 24. KCL PHPA MUD The Potassium Component Concentration of KCL required to inhibit the shale being drilled depends on the shales’ sensitivity to water. Shale cuttings should be monitored for inhibition during drilling operations. Insufficient concentrations will cause the shale to be soft and mushy. If there is a sufficient concentration of KCL, the shale will retain its integrity. Concentration of KCL required: Older Shales: 10 - 15 ppb (3.5 - 5.0 %) Younger Shales: 30 - 40 ppb (8.5 - 12.5%)
  • 25. The Potassium Component In some areas potassium salts are not permitted. However, other chemicals can be used to provide a source of potassium without using a salt. Potassium lignites Potassium Acetates Are usually more expensive.
  • 26. The PHPA component PHPA SYSTEMS - designed to provide shale stabilization (inhibition) and viscosity control in water-base muds. PHPA - is a high molecular weight anionic polymer which has multiple applications and benefits. PHPA is used in many applications:
  • 27. KCL PHPA MUD The PHPA component PHPA: Used primarily for shale stabilization Shale stabilization is achieved through encapsulation, through viscosifying the water phase, and by the polymer adsorbing free water. Encapsulation - is the process by which PHPA wraps around the clay platelets, preventing water from entering the interlayer structure of the clays. By viscosifying the water phase, fluid movement into the interlayer structure of the clay is slowed.
  • 28. The PHPA component The stability of the system depends on maintaining the polymer concentration at the proper range and controlling the clay content to less than 6.0 percent. If the polymer concentration is not maintained and the solids concentration is allowed to increase above the proper range, the viscosity will increase and anionic deflocculants (thinners) will be required to stabilize fluid properties.
  • 29. The PHPA component MAINTAINING a PHPA SYSTEM Monitor and maintain proper polymer concentration. Control solids and MBT in the proper range. Maintain Calcium at <300 mg/l. Control pH below 10.0.
  • 30. KCL PHPA MUD The Glycol component A polymer system may use glycol technology to provide additional shale inhibition, wellbore stability, lubricity and good fluid loss. Other benefits include enhanced cuttings integrity, improved filter cake, lower dilution rates, less hole enlargement, greater solids tolerance, reduced bit balling and increased ROP. Glycols are environmentally acceptable due to their low toxicity.
  • 31. The Glycol component CLOUD-POINT PHENOMENON: This is the primary mechanism for inhibition and stabilization. CLOUD-POINT is the temperature at which polyglycol changes from being totally soluble to insoluble.**** At temperatures above the cloud point, poly-glycols form colloidal droplets or micelles which results in a micro-emulsion. “Thermally Activated Mud Emulsion” (TAME).
  • 32. Glycol Mud Systems At temperatures above the cloud point, poly-glycols form colloidal droplets or micelles which results in a micro-emulsion. This is referred to as “Thermally Activated Mud Emulsion” (TAME).
  • 33. The Glycol component The TAME provides wellbore stability in three distinct ways: Through chemical adsorption Through micro-emulsion and precipitate pore plugging By providing a thinner, less porous filter/wall cake
  • 34. The Glycol component The adsorption of insoluble poly-glycols into the filter/wall cake on permeable formations reduces the thickness of the filter/wall cake and fluid loss rates. The poly-glycols provide lubrication and resists balling since insoluble poly-glycols have an affinity to solids and can coat solids and other surfaces.
  • 35. The Glycol component Most poly-glycol systems are designed to become totally soluble as it cools while being pumped up the annulus to the surface. But some systems are designed to keep the poly-glycol insoluble at all times.
  • 36. The Glycol component There are several glycols available with a wide range of cloud points. Systems are usually designed to find the proper glycol required prior to drilling. Only the proper glycol will be sent to the drill-site. These poly-glycols are: •Broad range clouding PAG blend •Low salinity clouding,<30,000 mg/l Cl •Moderate salinity clouding, 30-90,000 mg/l Cl •High salinity clouding, >90,000 mg/l Cl •Soluble poly-propylene
  • 37. Silicate Mud Systems Silicate System: A salt polymer system with added SODIUM SILICATE. Developed to provide shale inhibition and hole stability in areas where oil or synthetic fluid systems would normally be used. Formations like micro-fractured shale, chalk, or inter-bedded dispersive clays are applications for a Silicate System.
  • 38. Silicate Mud Systems Inhibition and hole stability is achieved as soluble silicates precipitate to form an insoluble silicate film in the hole to prevent water contact with the shale (clay), or invasion into permeable formations.
  • 39. Silicate Mud Systems As soluble silicates contact the low pH shales (clays) of formations, a reduction in pH and a reaction with divalent cations (Ca2+, Mg2+) on/in the shale (clay) form a calcium and/or magnesium silicate coating.
  • 40. Silicate Mud Systems Soluble silicates are stable only at pH values > 11.0 or in the absence of cations. Silicates will precipitate out at pH <11.0 or in the presence of cations. Therefore, the pH should be controlled at 11.0 or greater and cations treated out with Soda Ash.
  • 41. Silicate Mud Systems Monitor the concentration of silicate, since the silicate is depleted at high rates when drilling reactive shale. This is necessary for the system to provide good inhibition. The optimum concentration of 50% active silicate in a system is approximately 30 ppb. Greater concentrations result in unstable flow properties.
  • 42. Silicate Mud Systems The silica-to-sodium ratio is important for shale inhibition. Research indicates that ratio ranges of 2.0-1 to 2.65-1 are best. Higher ratios do not improve inhibition and may viscosity instability Inhibition levels of the Silicate system is comparable to oil and synthetic base systems.
  • 43. Silicate Mud Systems Further shale inhibition can be achieved with additions of Glycol and NaCl or KCL. Glycol added to the system reduces the coefficient of friction and extends the thermal stability of the system to 250°F. Therefore, glycol is recommended once the BHT reaches 190 °F or as needed to reduce torque and drag.
  • 44. Silicate Mud Systems • Reservoir damage may occur when drilling reservoirs which contain hard water. • Damage may occur due to precipitation of calcium silicate (cement) or solidification of sodium silicate into the pore throat of the rock matrix. • The same reservoir damage may also occur if the pH of the invaded filtrate is reduced over time.
  • 45. Silicate Mud Systems This system is not as solids tolerant as most inhibitive systems and not recommend where densities above 13.5 ppg are needed. Temperature limitation: 275°F A silicate system is a high cost, high performance system and is only recommended for difficult wells containing water sensitive shales
  • 46. Silicate Mud Systems Coeficient of Friction (COF) value Silicate fluids vs other mud systems 0.35 0.3 0.25 0.2 0.15 0.1 0.05 0 SILICATE Silicate/Glycol PHPA Glycol OBM Mud system Coeficient Of Friction
  • 47. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS 1. Caustic Soda (NaOH) Caustic Soda Increase pH 2. Caustic Potash (KOH) Caustic Potash Increase pH and K+ 3. Lime (CaOH2) Lime Increase pH & treat CO3 4. Gypsum / Anhydrite (CaSO4) Gypsum Increase Ca2+ treat CO3 5. Sodium Bicarbonate (NaHCO3) Sodium Bicarbonate Treat Cement 6. Soda Ash Na2CO3) Soda Ash Treat Hardness (Ca2+, Mg2+)
  • 48. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS 7. Sodium Acid Pyrophosphate SAPP Treat cement & thin mud 8. Citric Acid Citric Acid Decrease Ph 9. Sodium Chloride (NaCl) Sodium Chloride Increase Cl- (WBM) 10. Calcium Chloride (CaCl2) Calcium Chloride Increase Cl- (OBM / SBM) 11. Potassium Chloride (KCl) Potassium Chloride Increase Cl- and K+ 12. Zinc Oxide (ZnO) Zinc Oxide Scavenge H2S
  • 49. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS WEIGHTING MATERIALS: 1. BARITE BAR Increase Mud Density Barium Sulfate (BaSO4) 2. HEMATITE Increase Mud Density Ferris Oxide (Fe2O3) 3. CALCIUM CARBONATE (CaCO3) Calcium carb Increase Mud Density, LCM
  • 50. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS CLAYS: 1. BENTONITE GEL Increase Viscosity, Decrease FL 2. BENTONITE GEL Increase Viscosity, Decrease FL (Non-Treated) 3. ATTAPULGITE SALT GEL Increase Viscosity
  • 51. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS THINNER / DEFLOCCULANTS AND FLC PRODUCTS: 1. Lignite LIGNITE Decrease FL, deflocculate mud 2. Chrome Lignosulfonate Deflocculate mud 3. Lignosulfonate Deflocculate mud (Chrome Free) 4. Causticised Chrome Lignite Decrease HT FL, deflocculate mud 5. Resin treated Lignite Decrease HT FL 6. Synthetic Resin (liquid) Decrease HT FL (env) 7. Potassium Lignite Decrease FL & add K+ 8. Sodium Polyacrylate Decrease HT FL 9. Polyacrylate (Low MW) Deflocculate mud
  • 52. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS POLYMERS: 1. PHPA PHPA Encapsulate clays (Partially Hydrolyzed Polyacrylamide) 2. PAC PAC REGULAR Decrease FL increase viscosity (Poly Anionic Cellulose) 3. PAC LV PAC Low vis Decrease FL 4. PAC (extra low viscosity) PAC ELV Decrease FL 5. CMC CMC Decrease FL & increase viscosity Carboxy Methyl Cellulose 6. Corn Starch Corn starch Decrease FL 7. Potato Starch Drilling starch Decrease FL
  • 53. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS 8. Carboxy Methyl Starch Decrease FL 9. XCD (Biopolymer) XCD Increase LSRV 10. Starch derivative FLO-TROL Decrease FL 11. Clarified Biopolymer FLO-VIS Increase LSRV 12. Bentonite extender Increase Viscosity 13. Clay Flocculent Selectively Flocculate Clays
  • 54. Products and their Applications CHEMICAL M-I PRODUCT NAME PRIMARY APPLICATIONS SHALE CONTROL: 1. Shale Inhibitor ASPHASOL Inhibit shale, reduce FL 2. Shale Inhibitor STABLE HOLE Inhibit shale, reduce FL 3. Shale Control GLYDRIL-(GP,LC,MC,HC) Inhibit shale, reduce FL 4. Shale Control SHALE CHEK Control shale 5. Shale Control K-52 Provide K+ for inhibition 6. Shale Control KLA CURE Control shale 7. Shale Control KLA GARD Control shale 8. Shale Control (Cl- free) KLA GARD-B Control shale
  • 55. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS CORROSION INHIBITORS: 1. Water dispersible blended amine Reduce corr. In FW Packer fluids 2. Persistent filming amine Reduce Corr. on pipe 3. Brine soluble filming amine Reduce corr. in clear brines 4. Phosphorus based Corr. inhibitor Reduce corr. in Drilling Fluids 5. 55% Ammonium Bisulfide Oxtgen scavenger Scavenge Oxygen 6. Scale Inhibitor Inhibit scale formation 7. 12% Zn (liquid) Zinc chelate Scavenge low Conc. of H2S 8. Zinc Oxide ZnO Scavenge H2S 9. 25% Gluteraldehyde Biocide Kill Bacteria
  • 56. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS OIL / SYNTHETIC MUD PRODUCTS: 1. Clay Viscosifier Organoclay Increase Viscosity, Gel Strength 2. Premium Clay Viscosifier Organoclay Increase Viscosity, Gel Strength 3. Sag-Reducing Additive Reduce Sag Potential in NAF 4. High temperature Clay Organoclay HT Maintain HT Viscosity in NAF 5. OBM Emulsifier PRIMARY Emulsify Conventional OBM 6. OBM Emulsifier / Wetter SECONDARY Oil wet Conv/ Emulsify Relaxed 7. OBM Wetting Agent Oil wet relaxed OBM 8. Amine Treated Lignite Reduce HTHP FL in OBM 9. Asphaltic Resin Reduce HTHP FL in OBM
  • 57. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS OIL / SYNTHETIC MUD PRODUCTS: 10. OBM Thinner VERSATHIN Thin OBM 11. Rheological Modifier Increase LSRV of OBM 13. Calcium Chloride CaCl2 Reduce Water Activity 14. Olefin based SBM Wetting Agent Oil wet SBM 15. SBM Rheological Modifier Rheology modifier Inc. LSRV in Olefin based SBM
  • 58. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS SPECIALTY PRODUCTS: 1. Detergent for clean-up OBM/SBM CLEAN-UP Clean-up Rig OBM/SBM 2. Drilling Detergent D.D. Reduce surface tension 3. Alcohol-base de-foamer De-foam Mud 4. Silicone-base de-foamer De-foam Mud 5. Low toxicity detergent additive Prevent Bit and BHA balling 6. Low toxicity Lubricant Lubricate well, reduce HTHP FL 7. All purpose lubricant (ENV) Decrease COF, reduce torque/drag 8. Graphite plugging agent Cure LC, (torque/drag/FLC) 9. LCM Blend Cure Lost Circulation
  • 59. Products and their Applications CHEMICAL COMMON NAME PRIMARY APPLICATIONS SPECIALTY PRODUCTS: 10. Ground Mica MICA (F,C) Cure lost Circulation 11. Fibrous plugging and bridging agent Fibre (F,M,C) Plug and Bridge perm. form. 12. Ground nut hulls NUT PLUG (F,M,C) Cure Lost Circulation 13. OB-Stuck Pipe freeing surfactant Free Stuck Pipe 14. ENV-Stuck Pipe spotting fluid Free Stuck Pipe (ENV) 15. One Drum Stuck Pipe Spotting fluid Free Stuck Pipe