Composition and Properties of Drilling and Completion Fluids Fifth Edition This page intentionally left blank Composition and Properties of Drilling and Completion Fluids Fifth Edition H. C. H. Darley George R. Gray G J? Gulf Professional Publishing P fjj an imprint of Butterworth-Heinemann Copyright© 1948, 1953, 1963, 1980, and 1988 by Butterworth-Heinemann. All rights reserved. Printed in the United States of America. This book, or parts thereof, may not be reproduced in any form without permission of the publisher. Originally published by Gulf Publishing Company, Houston, TX. Library of Congress Cataloging-in-Publication Data Gray, George Robert, 1907-1983 Composition and properties of drilling and completion fluids. Previous ed. published under title; Composition and properties of oil well drilling fluids. Includes bibliographical references and index. 1. Drilling muds. 1. Darley, H. C. H. (Henry C. H.) 1911- . II. Gray, George, Robert, 1907-1983. Composition and properties of oil well drilling fluids. III. Title. TN871.2.G695 1988 622'.338 87-31536 ISBN 0-87201 -147-X 109876543 For information, please contact: Manager of Special Sales Butterworth-Heinemann 225 Wildwood Avenue Woburn, MA 01801-2041 Tel: 781-904-2500 Fax: 781-904-2620 For information on all Butterworth-Heinemann publications available, contact our World Wide Web home page at: http ://www. bh .com Contents Dedication viii Preface , ix 1. Introduction to Drilling Fluids 1 Functions of Drilling Fluids, 1; Composition of Drilling Fluids, 2; Properties of Drilling Fluids, 6; Drilling Fluid Selection, 19; Mud Handling Equipment, 28; Optimization, 33; References, 34 2. The Development of Drilling Fluids Technology 38 Water-Base Drilling Fluids Technology, 38; Removal of Cuttings, 38; Pressure Control by Mud Density, 41; Birth of the Mud Industry, 42; Rapid Growth of the Mud Industry, 44; Development of Mud Types or Systems, 50; Corrosion Control, 59; Different Types of Fluid for Dif- ferent Drilling Functions, 62; Oil-Base Drilling Fluids Technology, 63; Reasons for Development, 63; Oil for Well Completion, 63; Early Oil Company Developments, 63; Introduction of Commercial Oil Muds, 64; Applications of Oil Muds, 1935-1950, 65; Oil-Base Emulsion (In- vert Emulsion) Drilling Fluids, 65; Organophilic Clays and Ammo- nium Humates, 66; Annulus Packs, 67; Borehole Stabilization by Oil Muds, 68; Extreme Borehole Conditions, 69; Penetration Rate with Oil Mud, 70; Scope of Oil Mud Applications, 71; Gas Penetration Rate with Oil Mud, 70; Scope of Oil Mud Applications, 71; Gas-Base Drill- ing Fluids Technology, 71; Dry Gas Drilling, 71; Problems with Water- Bearing Zones,73; Foam, 73; Aerated Mud, 74; Gel Foam or Stiff Foam, 75; Preformed Stable Foam, 76; Flow Properties of Foam, 77; Gas Drilling Benefits, 77; References, 78 3. Equipment and Procedures for Evaluating Drilling Fluid Performance .91 Sample Preparation, 92; Properties Measured, 95; Multifunctional Cir- culating Systems, 106; Aging at High Temperature, 108; Particle Size Determination, 110; Identification of Mineral Constituents, 114; De- V termination of Gas, Oil, and Solids Content, 115; Electrical Properties, 116; Materials for Regaining Lost Circulation, 120; Maintenance of Hole Stability, 121; Lubricity, 122; Factors Affecting Differential- Pressure Sticking of Drill Pipe, 124;Corrosions Tests, 125; Floccu- iants, 127; Foams and Foaming Agents, 127; Aniline Point, 129; Chemical Analysis, 129; Evaluation of Drilling Fluid Materials, 132; References, 135 4. Clay Mineralogy and the Colloid Chemistry of Drilling Fluids .,. 140 Characteristics of Colloidal Systems, 140; Clay Mineralogy, 143; Ori- gin and Occurrence of Clay Minerals, 154; Ion Exchange, 155; Clay Swelling Mechanisms, 157; The Electrostatic Double Layer, 162; Par- ticle Association, 166; The Mechanism of Gelation, 172; Polymers, 176; References, 181 5. The Rheology of Drilling Fluids 184 Laminar Flow Regime, 185; Turbulent Flow Regime, 221; Influence of Temperature and Pressure on the Rheology of Drilling Fluids, 231; Application of Flow Equations to Conditions in the Drilling Well, 241; Rheological Properties Required for Optimum Performance, 254; The Importance of Hole Stability, 276; References, 277 6. The Filtration Properties of Drilling Fluids 282 Static Filtration, 283; The Filter Cake, 288; Dynamic Filtration, 302; Filtration in the Borehole, 308; References, 318 7. The Surface Chemistry of Drilling Fluids 321 Surface Tension, 321; Wettability, 324; Surface Free Energy, 325; Ad- hesion, 326; Surfactants, 327; Emulsions, 328; Oil-Wetting Agents, 332; Foams, 335; Defoamers, 339; The Effect of Electrochemical En- vironment on Rock Failure, 339; References, 344 8. Hole Stability 346 The Mechanics of Borehole Stability, 346; Brief Review of the Geology and Geophysics of Sedimentary Basins, 346; The Geostatic Gradients, 347; Hydrostatic Pore Pressure Gradients, 347; Abnormal or Geopres- sured Gradients, 348; The Behavior of Rocks Under Stress, 350; The Subsurface Stress Field, 354; Stresses Around a Borehole, 356; The Influence of Hydraulic Pressure Gradient on Hole Stability, 364; Oc- currence of Plastic Yielding in the Field, 366; Brittle-Plastic Yielding, 371; Hole Enlargement, 374; Formations with No Cohesive Strength, 374; Coal Seams, 374; Hole Instability Caused by Interaction Between the Drilling Fluid and Shale Formations, 375; Adsorption and Desorp- vi tion of Clays and Shales, 375; Hydration of the Borehole, 377; Brittle Shales, 381; Control of Borehole Hydration, 381; Selection of Mud Type for Maintaining Borehole Stability, 389; References, 396 9. Drilling Problems Related to Drilling Fluids 401 Drill String Torque and Drag, 401; Differential Sticking of the Drill String, 405; Slow Drilling Rate, 415; Loss of Circulation, 434; High Temperatures, 454; Corrosion of Drill Pipe, 468; References, 484 10. Completion, Workover, and Packer Fluids .................... 491 Completion and Workover Fluids, 491; The Skin Effect, 491; Capillary Phenomena, 492; Permeability Impairment by Indigenous Clays, 498; Permeability Impairment by Particles from the Drilling Mud, 512; Pre- vention of Formation Damage, 519; Selection of Completion and Work- over Fluids, 522; Tests for Potential Formation-Damage by Completion Fluids, 531; Packer Fluids and Casing Packs, 533; Functions and Re- quirements, 533; Aqueous Packer Fluids, 534; Oil-Base Packer Fluids and Casing Packs, 536; References, 537 11. Drilling Fluid Components 542 Drilling Fluids Industry Products, 542; Water, 543; Materials to In- crease Density, 544; Clays, 553; Attapulgus Clay, 559; Asbestos, 562; Organic Polymers, 563; Thinners: Mud-Conditioning Agents, 580; Common Inorganic Chemicals, 592; Lost Circulation Materials, 595; Surfactants, 598; Bituminous Materials, 600; Environmental Aspects of Drilling Fluids, 601; References, 602 Appendix A: Conversion Factors 618 Appendix B: Abbreviations Used in References 622 Author Index 625 Subject Index , 635 vii Dedication This edition is dedicated to the memory of George R. Gray. "Doc Gray," as he was known in the industry, was a pioneer in the development of drilling fluids technology and made many valuable contributions over the years. He willingly served on innumerable committees and held various offices in technical so- cieties, including vice president of the SPE. His help in preparing this edition was sorely missed. viii Preface This new edition brings up to date the concepts and techniques discussed in the earlier editions of this classic work. Major advances have been made in the con- trol of borehole stability, induced fracturing, transport of cuttings in inclined holes, and stuck pipe, which are described in detail. Other subjects are touched on briefly, and 204 new references have been added. Chapter 1 has been largely rewritten for the benefit of those who are not di- rectly responsible for drilling fluids but are responsible for operations affected by them, including drilling, logging, and reservoir engineers and supervisors. Such personnel do not need the detailed technology given in the rest of the book, so this chapter explains the fundamentals, technical terms, and standard test pa- rameters as clearly and simply as possible. A special section discusses the selec- tion of the best drilling fluid to meet various problems encountered in drilling and completing an oil well. H. C. H. Darley ix