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    Shale/Fluid Interactions

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    Introduction

    Shale instability is a costly problemfor the oil and gas industry Shale makes up over 75% of drilled

    formations

    Shales cause over 90% of wellbore instabilityproblems

    Wellbore instability problems cost the oil

    industry >> $1billion/year

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    Wellbore Instability Problems

    Shrunk Hole

    LostCirculation

    Overgauged

    HoleGauged Hole

    Brittle Shale

    Swelling Shale

    Friable Sandstone

    Tensile Failure

    (Breakdown)

    Compressive Failure(Collapse)

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    Mechanisms of Wellbore Failure

    Increase in pore pressure and decrease in

    effective stresses

    Shales can act as leaky semi-permeable

    membranes that generate an osmotic

    pressure

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    Transient

    water and solute flux

    Transient flow

    Time dependent wellbore failure

    Failure away from wellbore wall

    Thermal effects (fully coupled)

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    Use of Non-Aqueous Drilling Fluids

    Advantages

    Can prevent problems caused by fluid/shaleinteractions

    drill-string balling

    borehole instability.

    Can provide excellent filtration control, lubricity andstability at high temperatures.

    Disadvantages

    Can result in excessive loss of mud because of lowfracture extension pressures.

    Are subject to stringent environmental regulations, andcan result in costly liabilities.

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    Differential Pressure

    The difference between the boreholepressure and the formation pore

    pressure is a driving force affectingtransfer of fluid from drilling mud toshale formations.

    Increasing mud density can raise thedifferential pressure and contribute toshale hydration.

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    Osmotic Potential

    Chemical Potential is a driving force determined

    by the relative water activities of the drilling mud

    and the shale pore fluid at downhole conditions.

    The chemical osmotic force and resulting transfer

    of fluid is dependent upon the efficiency of the

    leaky-semipermeable membrane

    Hydraulic potential will compete with osmotic

    potential in affecting the shale swelling.

    Manipulating the concentration of drilling fluid

    can control shale swelling

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    Diffusion

    Diffusion osmosis is determined by the differences in theconcentrations of the individual solutes in the drilling mudand in the shale pore fluid. Ions and molecules of eachspecies tend to move from the high to low concentration.

    The flow of solute and associated water is dependent

    upon the solute selectivity of the drilling mud/shaleinterface at downhole conditions for each individual solute.

    When using a water-based mud, diffusion osmosisopposes chemical osmosis. A lightly compacted shale (high permeability shale) having

    large pore throats favors diffusion, A more compacted shale favors chemical osmosis.

    Higher membrane efficiency and lower permeability

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    Drilling Mud / Shale Membrane System

    Non-aqueous based muds (diesel, mineral, synthetic)can provide an ideal semipermeable membrane thatprevents diffusion of ions and molecules. Reduce the shale/fluid interactions

    Helps to reduce shale instability problems Water-based muds do not provide an ideal semi-

    permeable membrane. Leaky membrane

    Shale/fluid interactions Diffusion

    Hydraulic driven

    Osmotic pressure

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    Stresses Induced by Pore Pressure and

    Formation Temperature Changes

    (Yew and Liu [1992], Wang[1992],Chen[2001])

    ),(

    13),(

    1

    21

    ),(,1

    13

    ),(,1

    1

    21

    ,

    1

    13

    ,1

    1

    21

    2

    2

    2

    2

    2

    2

    2

    2

    trTE

    trp

    pr

    rtrTrdrtrT

    r

    E

    trprdrtrpr

    pr

    r

    rdrtrTr

    E

    rdrtrpr

    fmf

    zz

    wwf

    r

    r

    fm

    f

    r

    r

    f

    ww

    r

    r

    fm

    r

    r

    f

    rr

    w

    w

    w

    w

    l M d l F Fl i

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    eneral Model For Flow inShales

    Transport Model

    for Water

    and Ions

    Continuity Equations

    +

    Flux Equations

    Activityof Water

    and

    Osmotic

    Pressure

    Coupling Coefficients

    for Shale Kijor Lij

    Flux of Water and Ions

    Into ShalePressure and Ion

    Concentration Profile

    Swelling Pressures and

    Osmotic Pressure

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    Mathematical Model

    XPo

    Co

    wP

    dfC

    y

    x

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    Water Activity

    Suppose the water activity of the solution is a

    function of solute concentration:

    aw=f(Cs)

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    Osmotic Pressure

    For ideal solutions

    S

    =nRT(CS

    -Cdf)

    For non-ideal solutions

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    Coupled Flux Equations

    (De Groot [1958] & Prigogine[1968])

    333231

    232221

    131211

    KKPKI

    KKPKJ

    KKPKJ

    s

    sD

    sv

    v

    s

    sD J

    C

    JJ

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    Continuity Equations

    0x

    J

    t

    Css

    0 vJxt

    oo PPc exp

    01

    x

    J

    cx

    PJ

    t

    P vv

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    Phenomenological

    Coefficients

    33

    3113

    11

    K

    KK

    KKI 33

    3213

    12

    K

    KK

    KKII

    33

    312321

    L

    LLLLI

    33

    322322

    L

    LLLLII

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    Fully Coupled C-P Equations

    0,,,

    0,,,00,,,0

    ..

    01

    0

    00

    00

    tPPCCx

    tPPCCxxPPCCt

    CB

    x

    CnRTKx

    PKxct

    P

    x

    CL

    C

    LnRT

    x

    PL

    xt

    C

    s

    wdfs

    s

    sIII

    sI

    s

    III

    s

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    Assumptions & Simplifications

    (Ideal Solution)

    No chemical reactions

    Constant temperature

    LI,LII,KI,KIIare constant

    1&1

    2

    x

    C

    x

    P

    x

    P s

    P P M d l

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    Pore Pressure Model(Ideal Solution)

    )( ijeff KfD

    00

    00

    ;,0,

    ;,0,;,,0

    ppCCtr

    ppCCtrrppCCrrt

    S

    wdfSw

    Sw

    02

    t

    C

    cD

    nRTKp

    c

    K

    t

    p S

    feff

    II

    f

    I

    02

    Seff

    S CDt

    C

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    Permeability

    11

    kk

    33

    3113

    11

    33

    321312

    0

    k

    kkk

    kkkk

    p

    vJ

    Reflection Coefficient

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    Fluxes

    Solute

    x

    CL

    C

    LnRT

    x

    PLJ

    Solventx

    CnRTKx

    PKJ

    sI

    s

    IIIs

    sIIIv

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    Cdf/Co=0.01M/1M

    0.80

    0.90

    1.00

    1.10

    1.20

    1.30

    0 20 40 60 80 100 120

    x (mm)

    PD

    t=3hr

    t=12hr

    t=24hr

    Pressure Profile Variation

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    Non-Ideal Case

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    Verification in the Case of

    Ideally Dilute Solution

    )1( SWWWW nxxxa

    WSW nnnn

    For ideal dilute solution:

    (n is the dissociation number)

    For dilute solution, it gives:

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    W

    S

    W

    S

    SW

    SS

    n

    VC

    n

    n

    nnn

    nx

    W

    S

    SSW n

    nVCnxCfa 11)(

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    For nW=1 mole, V is the molar volume of pure water

    SSSW nVCnxCfa 11)(

    the water activity goes to 1 when CS0

    nVCf S )('

    nVCf

    Cf

    S

    S )(

    )('

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    nVCf

    Cf

    S

    S

    )(

    )('

    02

    2

    2

    2

    x

    C

    c

    nRTK

    x

    P

    c

    K

    t

    P sIII

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    nVCf

    Cf

    S

    S

    )(

    )('

    0

    x

    CL

    C

    LnRT

    xt

    C sI

    s

    IIs

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    Water Activity for NaCl

    Solutionsy = -0.0027x 2- 0.0303x + 1

    R2= 0.999

    0.4

    0.5

    0.6

    0.7

    0.8

    0.9

    1

    0 1 2 3 4 5 6

    C(mol/L)

    aw

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    Abnormal Pressure

    Cdf>Co

    -0.4

    -0.2

    0

    0.2

    0.4

    0.6

    0.81

    1.2

    0 50 100 150 200

    x (mm)

    Pd

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    Abnormal Pore Pressure

    500psi

    0

    0.5

    1

    1.5

    2

    2.5

    0 200 400 600 800 1000

    x(mm)

    Pd

    Co=3M,

    Cdf=0.01M

    P P P fil A d

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    Pore Pressure Profile AroundWellbore

    Time=3hr Time=9hr

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    Pressure Profile

    Variation with Time (Cdf

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    Estimating Model Input Parameters

    shaleP1

    C1

    P2

    C2

    P1 P2, C1= C2 Pressure buildup KI

    P1 P2, C1C2 Pressure buildup KIIRadio active tracer Deff

    Experimental Data from Chevron

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    Experimental Data from Chevron(R. T. Ewy 2000)

    Confining Pressure

    Test Fluid (WellborePressure)

    Pore PressureGauge

    ShaleSample

    Screens or porous metalJacket

    Confining PressureConfining

    Pressure

    Summary of Model Parameters and Their

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    Summary of Model Parameters and TheirEffects on the Behavior of Pore Pressure

    II

    0

    100

    200

    300

    400

    500

    600

    700

    800

    900

    1000

    0 10 20 30 40 50 60

    t (hr)

    P(

    psi)

    KI

    KII

    Deff

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    Diffusion Coefficient

    D vs CD

    y = 3E-10x

    2

    - 1E-09x + 7E-10R2= 0.9996

    0.00E+00

    2.00E-10

    4.00E-10

    6.00E-10

    8.00E-10

    0 0.2 0.4 0.6 0.8 1CD

    D

    Pressure Profiles in a Constant Volume Swelling

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    Pressure Profiles in a Constant Volume Swelling

    TestPh

    awdf

    awsh

    P

    PT

    P

    Ph

    PT

    awdf aw

    df

    P

    PT

    Ph

    Time t = 0 Time t =Time t8

    PT, average ORPconfining

    Time

    Ph, average

    Paverage

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    Shale Properties(R. T. Ewy, 2000)

    Shale

    Sample

    Clay

    Contents

    CEC(meq/100g)

    Surface Area

    (m2/g)

    Permeability(microdarcies)

    A1 20%-25% 5.3, 3.8 23, 25 1~2

    A2 50%-75% 14.6, 10.8 227, 230 0.001~0.004

    N1 65%-75% 16.5, 16.8 209,212,256,261

    0.002~0.008

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    Input Data for A2-1-G

    Drilling fluid salt concentration 267g/L CaCl2

    Pore fluid salt concentration 0.01M

    Pressure of drilling fluid 1020 psi

    Pore pressure 5 psi

    KI 2.344X10-18

    m3s/kg

    KII -1.394X10-19

    m3s/kg

    Deff 8.94X10-11m2/s

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    Comparison of Model with Data A2-1-G(To obtain parameters)

    A2-1-G

    0

    100

    200

    300

    400

    500

    600

    700

    800

    900

    1000

    0 10 20 30 40

    t (hr)

    PorePressure(psi)

    Experimental Data

    Model fit

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    Input Data for A2-2-A

    Drilling fluid salt concentration 413g/L CaCl2

    Pore fluid salt concentration 0.01M

    Pressure of drilling fluid 955 psi

    Pore pressure 50 psi

    KI 2.344X10-18

    m3s/kg

    KII -1.394X10-19

    m3s/kg

    Deff 8.94X10-11m2/s

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