Book Chapter-3-3
Book Chapter-3-3
Table of Contents
1. Introduction
1.1 Drilling Fluids
1.2 Classification of Drilling Fluids
1.2.1 Water Based Mud
1.2.1.1 Inhibitive drilling fluid
1.2.2 Oil Based Mud
1.2.3 Pneumatic (or) air based fluid
2. Rheological Models
2.1 Newtonian model
2.2 Non-Newtonian model
2.2.1 Bingham Plastic Model
2.2.2 Power law Model
2.2.3 Herschel Buckley model
2.3 Rheological Parameters by Rotations per Minute (RPM)
2.4 Terminologies
2.4.1 Plastic Viscosity (PV)
2.4.2 Apparent Viscosity (AV)
2.4.3 Yield Point (YP)
2.4.4 Gel strength (GS)
3. Nanoparticles
3.1 Why Nanomaterials in drilling fluids?
4. Enhancement in Rheology by Nanoparticles
5. Conclusion
Abstract
Due to extinction of conventional reservoirs, it is the peak time to drill the unconventional
field for the production of oil and Gas. Drilling an unconventional field requires engineered
drilling fluids because an efficient drilling operation purely depends upon the performance of
drilling fluid. Drilling fluid which is a combination of solids and fluids performs many functions
like cooling the drill bit, cleaning the wellbore, maintaining the wellbore pressure and producing a
filter cake to prevent the invasion of fluid to the formation. It can be classified into Oil Based
Mud (OBM), Water Based Mud (WBM) and pneumatic fluid (or) air based fluid. Conventional
drilling fluids which are in use, lose their efficacy during drilling due to complex reservoir
environment like High Temperature High Pressure (HTHP) and high salinity. Nanomaterial’s
which are unique due to its distinctive properties like high surface to volume ratio, thermal
stability, and conductivity found application in almost all fields of engineering. Over the last few
decades, researchers found that addition of nanoparticles to the drilling mud enhances the
rheological properties, reduce filtrate loss volume, shale inhibition and can withstand extreme
downhole environment. This book chapter describes about the addition of various types of
nanoparticles to both oil and water based mud and their effects in enhancing the rheological
finding the presence of crude oil to extracting the oil from the reservoir. An important parameter
in-between these two stages, which decides the fate of drilling is the Drilling fluids. A successful
drilling operation depends upon the effectiveness of the drilling fluid. Drilling a long hole from
surface till deep inside the earth produces a huge amount of heat, which reduce the performance
of drilling bit. A drilling fluids (or) muds which are generally used to cool down the drilling bit
primarily consists of solids, liquids and some chemical components. Some other functions of
drilling fluids are carry the cuttings from the subsurface, minimize formation damage by
producing a filter cake and to maintain the wellbore stability. Drilling fluids are classified into
Water-Based Drilling Fluids (WDF) and Oil-Based Drilling Fluids (OBM) and Pneumatic drilling
fluid. The chosen drilling fluids must be environmentally friendly it should not affect the
formation, and it should withstand the extreme pressure and temperature condition. Since drilling
fluids encounter HPHT environment maintaining the viscosity of drilling fluid is the crucial part
of effective functioning. The rheological properties like plastic viscosity (PV), apparent viscosity
(AV), yield point (YP), Gel strength explains the efficiency of the drilling fluid. Any deviation in
the rheological, physical and chemical properties of the drilling fluids severely affect the
performance.
The below flow chart brief about the property and their functions in drilling fluids
Prevention of formation fluids to well bore
Maintain wellbore stability
Density Cool and lubricate the bit
Being inexpensive and environmental friendly, 80 % of worlds oil and gas wells are
drilled by using Water Based Mud (Sadeghalvaad, M. and Sabbaghi, S., 2015). Water itself can be
used as a coolant to cool down the drill bit but since the carrying capacity of drilling fluid depends
upon the viscosity, clay or polymer is generally added to continous phase (may be either fresh
water, brine, saturated brine (or) formate brine) to increase the viscosity of drilling fluid. The
added clays may be hydrophilic (or) hydrophobic in nature. The hydrophilic clay significantly
absorbs water and results in clay swelling which decrease the efficiency of whole process.
Additives like barite, clay, starch, organic colloid (Sodium Carboxy Methyl cellulose),
significantly improve the rheological properties like Yield point, Apparent Viscosity, Plastic
viscosity and Gel strength. Aftab et al., (2017) stated that addition of potassium chloride(KCl) to
WBM is a quite famous mechanism for increasing the rheological properties and it can also act as
hydrate resistant, particularly in shale. But a high concentration of KCl in water-based mud can
separate the mud into two phases such as liquids and sediments. Polymers like xanthum gum,
polyacrylamide, and carboxymethyl cellulose are added to increase the viscosity of mud but due
to increase in a temperature gradient with an increase in depth, polymers lose their property and
degrade.
KCl + PHPA
KCl
Drilling Mud
Mud that particularly prevents hydration of clay is called Inhibitive mud. The mechanism
is actually executed by preparing the drilling fluids in high salt concentration solution. Calcium
ions retard the hydration by flocculation and a cation exchange reaction occur between calcium
and sodium ions on the clay plates. Other than cations the mud can also treat with Lignosulphate
to prevent hydration. Potassium ions added to the mud provide multi-level application provide
stability to the shale, holds the cuttings together thereby prevention of the cuttings dispersed into
finer particles. The most common Potassium based additive is KCl. Researchers found that adding
KCl to the mud increases the rheological properties to a great extent but using this salt at extreme
In the oil-based drilling fluid along with the base fluid which is mostly mineral oil, diesel,
olefins (or) paraffin barite is used to increase the system density and bentonite is used as the
viscosifier. Oil-based Mud is highly preferred in olden days because it significantly retards the
clay swelling and showed better performance in deviated well and provided a high degree of
lubricity. Sometimes asphaltic and polymeric materials are added to control HPHT (High
pressure/High temperature) fluid loss. Oil-based systems usually contain lime to maintain an
elevated pH. The mud typically resists the adverse effects of hydrogen sulphide (H 2S) and carbon
dioxide (CO2) gases and enhance emulsion stability. Even though the performance of oil-based
mud is superior to WBM due to the toxic nature of the mud, it is strictly restricted at
environmentally sensitive areas. OBM also classified into Invert Emulsion method in which the
Air (or) Nitrogen is commonly used in Pneumatic drilling fluid technique. The main
advantage of air based drilling fluid is it offers higher penetration rates, better hole cleaning
efficiency and less formation damage. Whereas air based drilling fluid doesn’t provide enough
2. Rheological models
The Rheological models are generally classified in to Newtonian and Non Newtonian model.
If the relation between the shear stress and shear rate is linear then the fluid is generally
called Newtonian Fluid. The relation between the shear stress and shear rate can be defined by a
single parameter called viscosity (i.e) τ =µγ where µ is the shear stress, µ is the viscosity and γ is
the shear rate. Higher the viscosity, higher the force required to move the fluid
Drilling fluids are complex in nature. The relation between the shear stress and shear strain
is not linear so a single parameter doesn’t define the relationship. However it is possible to find
other parameters like apparent viscosity, plastic viscosity, yield point, and gel strength.
The standard rheological models are Bingham plastic model and Power law model
τ =YP+ PV (γ )
τ =K γ n
τ =τ HB + K ¿
the flow consistency index (K) which is an indicator of the suspension viscosity, and the flow
behavior index (n) that shows shear thinning (n<1) or shear thickening (n>1) behavior
Plastic viscosity is defined as the resistance of fluid to flow, the value of low PV indicates
that the mud is capable of drilling rapidly because of the low viscosity of mud departing at the bit.
High PV is caused by a viscous base fluid and by excess colloidal solids. It is always desired to
lower the solids content by mud dilution to attain a lower PV value. The value of PV increases
with drilling fluid weight. High PV can cause several problems during drilling high equivalent
circulation density, high swab, surge, pipe sticking (Aftab et al.,2016) depends upon the
Aftab et al.,(2016) stated that it is desired to maintain thixotropic behavior of drilling fluid
by maintaining the value of Apparent viscosity between 33.5 to 49.5 m Pa.s, the addition of
nanoparticles to drilling fluid maintain the Apparent viscosity in a desirable range without much
deviation. Apparent viscosity is defined as the ratio of stress to rate of strain of liquid and it is also
found that increase in nanoparticle concentration increase the apparent viscosity of drilling fluids
YP is defined as the minimum shear stress required to move the fluid and explains about
the ability of drilling fluid to lift the cuttings from well bore to surface. Even though high YP is
desired, the value exceeding the range of 13-20 pa leads to problems like increase in well bore
min respectively. At a time of 10 s and 10 min to measure the fluid capability to act as a gel to
bottom” leads to the invention of a new technology called Nanotechnology. Nanomaterials are
one of the important products of nanotechnology is a new Era of material which found application
in almost all fields of Engineering and Technology in the range of 10 -9 m, The Nanomaterial has a
high surface to volume ratio which provides greater area for chemical reactivity it can also alter
the quantum effects that leads to change in optical, magnetic, electrical, and other substantial
properties. Nanomaterials have extremely small size which having at least one dimension 100 nm
or less, but the dimensions vary from one to three, an example for one dimension material is
Surface film, two dimension is (strands (or) fibers) three dimension (particles) Common types of
nanomaterials include nanotubes, dendrimers, quantum dots, and fullerenes. There are several
approaches to produce various sizes of nanomaterials; they are top-down approach and a bottom-
up approach. Nanoparticle should be used in the form of nanofluids which is the colloidal
properties at high pressure and high-temperature condition leading to fallen of the cuttings from
the drilling mud, decrease in maintaining AV, PV, YP, Gel strength and increase in loss of filtrate
volume. Nanoparticles which are an oxide in nature support heat transfer of the drilling fluids by
increasing the thermal conductivity. Due to their extremely small size, nanoparticles occupy the
space between micro materials in the formation and plug the pore which eventually leads to a
reduction in mud filtrate volume. Agarwal et al., (2011) stated that Nanoparticles because of their
large free energy of adsorption attach themselves to the interface between oil and water in an
emulsion based drilling fluids. Because of their enhanced physiochemical, electrical and thermal
properties it can enhance the rheological properties of drilling fluids and increase in nanoparticle
concentration increases the viscosity. Hassani et al., (2016) showed that Quantum effects of
nanoparticles in drilling fluids make many physical changes without altering the bulk chemistry.
The significance of the use of nanoparticles in drilling fluids has reported for the first time by
Nanoparticles enhance the rheological properties of the drilling fluids using various
mechanisms which mostly depends on the concentration, physical and chemical properties of
nanoparticle and continuous phase of drilling fluids
ZnO Nanoparticles
ZnO nanoparticles due to their high heat capacity, thermal conductivity, low thermal
expansion, and high melting point enhance the rheological properties of drilling mud. Hassani et
al., (2016) reported that adding 0.5 wt% of ZnO nanoparticle showed higher thermal conductivity
than silicon oxide nanoparticle and it also enhanced the rheological properties like plastic
viscosity, apparent viscosity, and yield point. The thermal conductivity of ZnO nanoparticle was
also confirmed by (William et al., 2014) increase in nanoparticle concentration increases the
thermal conductivity which is an indication of the ability of the mud to cool faster. Abdo et al.,
(2014) suggested that though Nano clays like Montmorillonite (MMT) and APT have good
intercalation property they lack in maintaining high yield point at HTHP condition ZnO
nanoparticle prevents flocculation of clays in drilling fluid and increases and stabilized the Yield
point of drilling fluid even under HTHP environment. The ZnO nanoparticle dispersed in
polyacrylamide solution not only increases the viscosity but also increases the YP, Gel strength
and lubricity of the drilling fluid (aftab et al., 2016). Pourkhalil and Nakhaee (2019) showed the
effect of ZnO nanoparticles in minimizing the water invasion by plugging the pores. As the
surface of the reservoir is mainly composed of clay which is a negatively charged surface with
hydrophilic nature ZnO nanoparticles is surface treated with fatty acids to convert the
hydrophobic nature to hydrophilic and carry a positive charge on the surface thus making the ZnO
nanoparticle adheres towards the surface of the clay. It was also found that an increase in
nanoparticle concentration showed increment in pressure reduction up to 60%.
Fig 1: comparison of thermal conductivity for ZnO nanoparticle from Hassani et al., 2016 and William et
al., 2014
thinner it is approximately 100 times stronger than steel. The strengths of the material is due to
the two-dimensional crystal of pure carbon, which makes graphene a good conductor of heat and
electricity. Due to the superior mechanical property of graphenes such as tensile strength, weight,
Young's modulus, specific strength and melting point it is always a preferred material for the
drilling operation. The rheological behavior of Graphene nanoparticles dispersed in OBM was
studied by Ho et al., (2016) the graphene nanoparticles is dispersed in OBM via two-step method
the viscosity of drilling fluid than hydrogenated OBM. The shear thinning behavior of Graphene
Oil-based Mud was also confirmed by a decrease in viscosity with an increase in shear rate.
Though the Bingham plastic rheological model fits with the experimental data at all shear rate,
power law model deviates at the higher shear rate because of agglomeration of particles.
F
igure 2: Viscosity of 25, 50,100 ppm of graphene oil nanofluid at 300C Ho et al., 2016(Permission
from Elsevier)
The ability to act Graphene Oxide (GO) as fluid loss control additive was studied
extensively by Kosynkin et al., (2011) through the filtration loss by Powdered Graphene Oxide
(PGO) initially show less filtration loss the overall performance is very poor leading to the
combination of Large Flake Graphene Oxide(LFGO) with PGO which acts as a reinforcing agent
enhanced filtration properties and the methylated GO produced by the esterification reaction
increased the stability of Graphene oxide as a fluid loss control additive in both freshwater and
saline water.
Figure 3: Graphene as a barrier prevent infiltration of drilling fluid while during
production as pressure lowered Graphene sheets off from bore wall Kosynkin et al., (2011)
The potential of Graphene oxide as a fluid loss control agent was also studied by Taha and Lee.,
(2015) The graphene-enhanced lubricant can be thermally stable up to 3000 C. Nano graphene
suspended in the surfactant upon the pressure enter in to the microscopic pore of the metals and
form a triboflim to improve rate of penetration(ROP), improve bit’s life span and thermal stability
of fluids. Nasser et al., (2013) found that a combination of nanographene and nano silicon wires
can act as an additive to WBM and the nanomud retained all the rheological properties at a higher
temperature of 900C
(b) NP2 (the single square represents the blend only containing NP2 at 2.5wt%), Contreras et al.
(2014) (adopted) (permission yet to get)
Carbon Nanotubes
Carbon nanotubes (CNTs) are an allotrope of carbon cylindrical in structure. They can be single-
walled (SWCNT) with a diameter of less than 1 nanometer (nm) or multi-walled (MWCNT), due
to their superior strength and electrical property and as an efficient conductor of heat, the
application of CNT is wide open to many fields like Medicine, nanotechnology, Petroleum,
electronics, and optics. Hassani et al., (2016) proposed that adding a small quantity of CNTs to
the WBM significantly improve the thermal conductivity of the fluid and by considering the
individual effect of Silica nanoparticle and CNTs on convective heat transfer a hybrid component
is prepared by mixing the two, which have added advantage like controllable size and stable
suspension. Compare to Silica nanoparticle, CNTs and ZnO nanoparticle the hybrid prepared
showed maximum thermal performance in higher Reynolds number. The rheological properties
like PV, AV, YP is also increased by adding CNTs and hybrid CNT. Halali et al., (2016)
performed experiments with CNTs Nanoparticle and they suggested for homogenous dispersion
of CNTs it is recommended to use surfactants (or) polymeric materials. The concentration of NPs
used up to 0.8 wt% at temperature 248, 302, 347, 392 0F and they found viscosity increased
especially at lower shear rates and the CNTs Nanoparticle mud reduced the filtrate volume also.
Kazemi-Beydokhti and Hajiabadi (2018) prepared oxidized multi-walled carbon nanotubes
wrapped by polyethylene glycol(POCNT) via chemical treatment of raw CNTs which introduced
hydrogen sites in to the CNTs in water based mud. The prepared composite improved the
rheological properties like yield stress and viscosity and most importantly due to ultra-small size,
high surface area and high aspect ratio a thin low permeability cake has formed which reduced the
filtrate volume up to 82% and also leads to lesser friction, further increase in concentration
reduced the spurt loss. Ismail et al.,(2014) to identify the influence of MWCNTs on WBM and
ester based mud he worked on both the muds and found that adding low concentration of
MWCNTs to WBM at low temperature doesn’t bring any significant changes in rheological
properties whereas in ester based mud gel strength and the stability of emulsion is increased.
Madkour et al., (2016) prepared a biodegradable polymer using MWCNTs and Graphene and
used as a viscosifier in oil-based mud. The rheological properties like AV, YP, PV and gel
strength showed a significant increase and the modified drilling fluid followed Herschel-Buckley
model.(MR-commercial viscosifier, MC: mud formulation with polymeric nanocomposite, MG:
formulation with graphene)
Titanium Nanoparticles
Titanium oxide is a very costly metal has found its application in drilling fluids along with
synthetic polymer solution (polyacrylamide). Sadeghalvaad and Sabbaghi (2015) improved the
water-based mud by polymerization of an acrylic monomer in presence of titanium oxide
nanoparticles via solution polymerization the viscosity of the nanofluid increases with
nanoparticle concentration and decreased over time. The Nano drilling fluid shows a shear
thinning behaviour by a decrease in viscosity and also the value of plastic viscosity and yield
stress increases with increase in the concentration of nanoparticles. The model best fitted for this
shear thinning behaviour is Power law model which clearly explains an increase in hole cleaning
capacity due to increase in the value of k which happened due to the increase in the value of
annular viscosity. The values of K were tabulated in table 1The most important function of
drilling fluid is producing a filter cake of low thickness that is also possible by using TiO 2-
synthetic polymer combination The nanoparticle size was affected in the filtration properties, but
in general, that improved the fluid loss and filter cake thickness about 64% compared the WBF
Clay Nanoparticles
Cheraghian et al., 2018 prepared a composite SiO 2/clay which enhanced the rheological and
filtration properties of drilling fluids. More than silica nanoparticle the composite showed
enhanced results in yield point and in gel strength. Since the clay particles are very small effective
plugging was obtained which ultimately results in reduced fluid loss and the mud cake produced
by lower concentration of NC/SiO2 composite produced better results than higher concentration.
The well dispersed and thin mud cakes demonstrate the decreasing effect of the differential
pressure sticking problem
4.6.1 Palygorskite (PAL)
PAL is used in the drilling industry as a viscosifier, to improve the suspension of drilling
fluids when no circulation is desired. Production of nano PAL in Needle-like structure makes it
unique in many important properties like colloidal nature, resistance to the concentration of
electrolytes. The preparation of nano-sized PAL requires ethanol during sonication to prevent
flocculation. Reducing the size of PAL from micro to nano increases the viscosity and yield point
of drilling fluid. Increase in the yield point increases the efficiency of holding the drill cuttings
under static condition. Even though PAL alone can able to improve the rheological properties of
drilling fluids, it lacks in maintaining high yield point, so Mt is added to produce a thick drilling
fluid which offers high yield point. The shear thinning behavior of the fluids is also important as it
looks into the transport of cuttings from subsurface to surface. Adding a combination of nano
PAL and Mt offers shear thinning behavior (i.e) viscosity decreases under shear strain. So it can
replace the drilling fluid additives. Another remarkable effect of PAL nanoparticles is stable
Sepiolite Nanoparticles
Sepiolite is a clay mineral which consists of hydrous Magnesium silicate composite,
reducing the size of sepiolite from bulk to nano size increase its stability in drilling fluids. Other
remarkable properties of sepiolite are lightweight, non-swelling and porous in nature(Abdo et al.,
2016). Sepiolite nanoparticles do not dissolve in water so it of greater advantage to plug the core
samples. Adding sepiolite particles to the water-based drilling mud increases the plastic viscosity,
yield point at low-temperature low-pressure condition and also at HPHT. Also in the brine-based
drilling fluid addition of sepiolite nanoparticles increased the yield and plastic viscosity of
bentonite based mud. The Nano sepiolite also offers excellent shear thinning behavior and the
addition of sepiolite nanoparticles to the bentonite-based mud reduced the fluid loss even at
HTHP condition
Silica Nanoparticles
Silica nanoparticles have extensively used as a drilling fluid additive many by researchers
because of its thermal stability, biocompatibility, and low toxicity . Sharma et al., (2012) was the
first to investigate the rheological properties of silica-based nanofluid and found that increasing
the nanoparticle concentration increased the Plastic viscosity, as the silica nanoparticle is directly
dispersed in the water-based mud the enhancement in rheology is not apparent but the added
silica nanoparticle reduced the water invasion in to the formation by completely plug off the
pores through physical plugging. In invert emulsion drilling fluid system addition of barite results
in losing the yield stress, it can be overcome by adding nano silica particles (Agarwal et al.,2011).
The usage of polymer in drilling fluids improve the distribution of nanoparticles throughout the
drilling fluid. A Hydrophobic associated polymer based nano silica composite developed by Mao
et al.,(2015) enhanced the rheological properties of drilling fluid under both fresh water and salt
water drilling mud and decreasing the fluid loss. The ability to control the fluid loss by silica
nanoparticles was studied extensively by (Srivatsa et al., 2012; Mao et al., 2015; Mahmoud et
al.,2016) Xu et al., (2018) showed that the plugging capacity of silica nanoparticle could be
was prepared for stabilizing the shale by reducing the permeability. Since the particle size of
PEG-NS ranges from 110-434 nm a wide range of pores in the shales and cracks could be plugged
in addition a dense plugging film was formed on the surface of the formation. The active hydroxyl
group in the structure of PEG-NS can compete with the water molecules to absorb the available
free oxygen atoms on the clay surface through hydrogen bonding. Addition of Silica nanoparticles
enhanced the viscosity of both water and oil based mud(Anoop et al.,2014; Cheraghian et al.,
2018). The added nanoparticles to the water-based drilling mud increase the drag and lift forces on
cuttings to overcome the gravitational and cohesion forces which increase the cuttings transport
efficiency of drilling fluids further if the cuttings are smaller in size the efficiency is pretty higher
by adding even a small quantity of silica nanoparticles (Boyou et al.,2019; Gbadamosi et al.,
2019)
Conclusion
Conventional drilling technologies failed to produce satisfactory results at high
temperature and high-pressure condition. Though various conventional additives such as KCl,
polymer are used to improve the rheological properties they yielded only negative impacts like a
high concentration of KCl destabilize the rheological properties and the polymer used cannot plug
the Nanopores in the formation. The added nanoparticles to the drilling fluid, in addition to
enhancement in rheological properties and gel strength, can significantly reduce the fluid loss by
plugging the pores of the formation, increase the wellbore stability. Metal oxide nanoparticles
which are the good conductor of heat is the preferred one for drilling operation at high-pressure,
high-temperature condition. Nanoparticles with size distribution smaller than shale pore throat
could have the possibility of pore throat plugging in the shale formation and the usage of polymer
in the drilling fluid enhance the dispersion of nanoparticles in the drilling fluid
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