Research Papers: Petroleum Engineering

Synergistic Inhibition Effect of Organic Salt and Polyamine on Water-Sensitive Shale Swelling and Dispersion

[+] Author and Article Information
Gui Wang

State Key Laboratory of Oil &
Gas Reservoir Geology and Exploitation,
Southwest Petroleum University,
Chengdu, Sichuan 610500, China

Hui Du

State Key Laboratory of Oil &
Gas Reservoir Geology and Exploitation,
Southwest Petroleum University,
Chengdu, Sichuan 610500, China
e-mail: woshiduhui1@gmail.com

Shuxian Jiang

Department of Petroleum Engineering,
University of Louisiana at Lafayette,
Lafayette, LA 70504
e-mail: sxj2822@louisiana.edu

1Corresponding author.

Contributed by the Petroleum Division of ASME for publication in the JOURNAL OF ENERGY RESOURCES TECHNOLOGY. Manuscript received May 2, 2018; final manuscript received January 7, 2019; published online January 30, 2019. Assoc. Editor: Fanhua Zeng.

J. Energy Resour. Technol 141(8), 082901 (Jan 30, 2019) (6 pages) Paper No: JERT-18-1309; doi: 10.1115/1.4042528 History: Received May 02, 2018; Revised January 07, 2019

Drilling fluid with strong inhibition performance is crucial in drilling water-sensitive shale formations. An organic salt compound and polyamine were tested for their ability to inhibit shale swelling and dispersion, both individually and in combination. The linear shale swelling rate can be suppressed to less than 20% when the inhibitors are combined, and the hot rolling recovery rate of shale cuttings can improve up to 85%. The interlamellar spacing d001, zeta potential, particle size distribution, water activity, and adsorptive capacity of clays were tested to determine the suppression mechanism of the shale inhibitors. These results show that the organic salt YJS-2 functioned remarkably in crystal lattice fixation, electric double-layer compression, adjustment of water activity, and enhancement of polymer adsorption onto the clay particle surface. Polyamine can enter the clay mineral interlayer and compress the electric double-layer to some extent. It can also synergistically function with YJS-2. Therefore, a combination of these two shale inhibitors worked synergistically to provide crystal lattice fixation, electric double-layer compression, water activity adjustment, adsorption on the surface of clay particles, and encapsulation.

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Fig. 1

Shale linear swelling curves with different inhibitor solutions

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Fig. 2

Comparison of recovered shale cuttings for different shale inhibitors

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Fig. 3

Schematic representation of synergistic inhibition of montmorillonite swelling

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Fig. 4

X-ray diffraction patterns and interlamellar spacing of bentonite (wet samples) treated with inhibitors: (a) inhibitor-free, (b) YJS-2, (c) SIAT, and (d) YJS-2+SIAT

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Fig. 5

X-ray diffraction patterns and interlamellar spacing of bentonite (dried samples) treated with inhibitors: (a) inhibitor-free, (b) YJS-2, (c) SIAT, and (d) YJS-2+SIAT

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Fig. 6

Zeta potential changes with the inhibitor concentration

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Fig. 7

Schematic representation of the polymer adsorption effect: (a) coating effect and (b) bridging effect

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Fig. 8

Effect of inhibitors on the particle size distribution of the shale samples

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Fig. 9

Effect of organic salt YJS-2 on polyamine adsorption

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Fig. 10

Water activity of different inhibitor solutions with various concentrations

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Fig. 11

Diagram for the near-wellbore wall

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Fig. 12

Conceptual illustration showing synergic inhibition of shale cutting swelling and dispersion



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