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Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313

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Renewable and Sustainable Energy Reviews


journal homepage: www.elsevier.com/locate/rser

Nanoparticles based drilling muds a solution to drill elevated temperature MARK


wells: A review

A. Aftaba,c, , A.R. Ismaila,b,⁎⁎, Z.H. Ibupotod,e, H. Akeiberf, M.G.K. Malghanig
a
Faculty of Chemical and Energy Engineering, Universiti Teknologi Malaysia, Malaysia
b
Institute for Oil and Gas, Universiti Teknologi Malaysia, Malaysia
c
Petroleum and Natural Gas Engineering Department, Mehran UETSZAB, Sindh, Pakistan
d
Luleå University of Technology, Sweden
e
Dr. M.A Kazi Institute of Chemistry University of Sindh, Pakistan
f
Faculty of Mechanical Engineering, Universiti Teknologi Malaysia, Malaysia
g
Department of Environmental Management and Policy, BUITEMS Quetta, Pakistan

A R T I C L E I N F O A BS T RAC T

Keywords: Demand of the oil and gas energy is increasing very drastically. Conventional hydrocarbon reservoirs contain
Drilling additives below the sealing cap rock (shale) and easily move towards wellbore are at the depletion stage. Therefore,
Nanoparticles drilling engineers in collaboration with mud engineers, geologists and geophysicists are looking for innovative
Nanocomposite materials to drill unconventional hydrocarbons reservoir which are distributed at the basin scale and cannot
Drilling muds
approach easily. Geo-thermal energy wells and most of unconventional reservoirs are occurred at high pressure
Rheological properties
Shale
high temperature (HPHT) conditions. Conventional micro-macro organic drilling mud additives with heat
insulator in nature can minimize efficiency while drilling HPHT wells. Oil-based muds (OBM) are strictly
restricted due to high toxic level and poor emulsion stability at HT. However, this review suggests that addition
of macro size organic particles and inorganic nanoparticles can enhance rheological performance, reduce filtrate
loss volume and improve shale inhibition characteristics of environmental friendly water-based mud (WBM).
Despite an impressive amount of experimental work has been done over drilling additives and their effect over
rheological and shale inhibition, taking into account their literature review are rare. In addition, there is no
review work of the knowledge gained to date. This work will hope fully trigger further development and new
research topics in the area of drilling muds system.

1. Introduction Exponential decline in conventional oil and gas reservoirs is boosting


the interest among investors and wildcatters to drill unconventional
The primarily resources of energy in the world for survival of reservoirs which are located under HPHT downhole conditions.
human life are non-renewable in particular oil, methane gas, and coal. Additionally, for renewable sustainable energy development various
Oil contributes about 31%, methane gas 21%, coal 29%, nuclear 4.8% geo-thermal energy wells are drilled using high temperature drilling
and sum of all renewable energies contribute 10.6% to total primary fluids system. Drilling muds play a very significant role in drilling
energy supply [1]. Global hydrocarbon energy demand increased by 8% process [4]. The first historic cable tool well drilled in 1859, and first
from 2004 to 2012. Expertise projected that the two-quarters of world's rotary well drilled in 1863 by using WBM [5]. However, some studies
energy demand will continue to be fulfilled primarily by fossil fuels reported first oil well is drilled by China in around 2000 BCE [6]. Oil
through 2040 [2]. Most possible way to overcome the fossil fuels energy and gas well drilling process depends on behaviour of drilling muds.
crisis is to explore and drill more oil and gas wells by 2020 [3]. Drilling muds are typically composed of liquids, solids, and chemical

Abbreviations: AAM, anodic alumina membrane; CMC, carboxy methyl cellulose; CoF, coefficient of fiction; HPA, hidroxypropylamide; HPHT, high temperature high pressure; KCl,
potassium chloride; MBCA, 4,4′-methylenebis-cyclohexanamine; Mont, montmorillonite; NA, not available; NaCl, sodium chloride; NADF, non-aqueous drilling fluids; NG, natural gas;
OBM, oil-based mud; PAC, polyanionic cellulose; PAM, polyacrylamide; PEG, polyethylene glycol; PEI70,000, polyethyleneimine; PG, polyglycerol; PHPA, polyhydrolytic polyacrylamide;
PPG, polypropylene glycol; ROP, rate of penetration; SBM, synthetic-based mud; TPEC, total primary energy consumption; TKKP, tetra-potassium pyrophosphate; TPES, total primary
energy supply; WBM, water-based mud

Corresponding author at: Faculty of Chemical and Energy Engineering, Malaysia.
⁎⁎
Corresponding author.
E-mail addresses: adnan.aftab11@gmail.com (A. Aftab), razak@utm.my (A.R. Ismail).

http://dx.doi.org/10.1016/j.rser.2017.03.050
Received 23 January 2016; Received in revised form 29 January 2017; Accepted 8 March 2017
1364-0321/ © 2017 Elsevier Ltd. All rights reserved.
A. Aftab et al. Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313

Nomenclature mPa.s mili pascal's


Mtoe metric tonnes of oil equivalent
lb/bbl pound per barrel MWCNT multi-walled carbon nanotube
°C centigrade nm nanometer
°F Fahrenheit Pa Pascal's
µm micron pH power of hydrogen
Ca+ calcium ppg pound per gallon
CaCl2 calcium chloride TiO2 titanium dioxide
cp centipoise ZnO zinc oxide
Cr3+ chromium
CuO copper oxide Units conversion
ft foot
K potassium 1 cp 1 mPa s
KCOOH potassium formate 1 lb/100 ft2 0.4788 Pa
M molarities 1 metric ton 1000 kg
Mg+ magnesium 1 ppb 1 g/350 ml
ml mililitre

components. Primary functions of drilling muds are to cleaning the Polymers contribute to drilling oil and gas wells at HPHT downhole
wellbore, transporting the drill cuttings, cooling and lubricating the conditions [27–29]. Synthetic polymers are formulated for viscosity
drill bit, maintaining wellbore stability, controlling the formation [30], lubricity [31], shale stability [32,33], filtrate loss reducer [34–36]
pressure, preventing reservoir fluids inflows, forming thin and im- and improve yield value [37] as per their particular characteristics.
permeable filter cake [5,7,8]. Furthermore, in petroleum production, Polymers were shown to have a broad utility. However, thermal
permeability of rock is preserved during earlier to late life of well such gradient increases with the well depth. Behaviour of these polymers
as drilling to final assisted recovery operations. Therefore, drilling considered to be very important functional characteristic at high
muds are designed to avoid damage to permeability near-well region temperature [38]. Moreover, field results showed that behaviour of
[9,10]. Inappropriate size of bridging material used for prevention of the polymers are not stable at high temperature to perform certain
filtrate loss and pore throat plugging of shale in drilling muds can plug operational task that are essential in challenging drilling environment
the producing channels and reduce the productivity of hydrocarbon [39]. Because, polymers have not appropriate thermal, mechanical,
due to formation damage. Thus, formulation of drilling mud plays a chemical and physical properties [14,38,39]. Polymers like carboxy-
very important role in productivity of oil and gas. Formation damage methyl cellulose (CMC), and xanthan gum are commonly added in
due to filtrate invasion can adversely block the producing channels, WBM for improvement of viscosity and reduce filtration loss. These
thereby contributes to decline productivity of oil and gas. Anyanwu and polymers are expensive and cannot be used at HPHT conditions
Mustapha [11]. examined the effect of birding materials in particularly [14,40]. Moreover, their difference with anionic additives limits the
mica and alumina nanoparticles over filtrate loss and formation polymers applications at field scale [41]. Therefore, oil and gas industry
damage. Mica and alumina nanoparticles can reduce filtrate loss is searching the new ways for physically small, multi-functional,
volume thereby formation damage was minimized. Mahmoud et al. environmental friendly, thermally and chemically stable polymers or
[12] demonstrated that ferric oxide nanoparticles and nanosilica natural products for formulation of efficient colloidal drilling mud
improved the drilling muds properties with less formation damage. system to employ virtually in all areas of drilling operation [42–44].
Drilling muds have two different types WBM, and non aqueous drilling Applications of nanotechnology in petroleum industry are very
fluids (NADF) such as OBM and synthetic-based mud (SBM) [13]. diverse and can open the new doors for exploration phase particularly
OBM showed better shale inhibition, and rheological performance but for oil and gas well drilling. Rheological, thermal, and mechanical
it has high toxicity level, lower emulsion stability at HPHT and affect properties of drilling muds can improve with incorporation of nano-
well logging performance. technology [45]. Various applications of nanoparticles in drilling muds
Among various drilling muds, WBM is considered most inexpen- have been reported, such as stabilizing viscosity and preventing loss
sively, widely and environmentally friendly mud [14–17]. WBM can be circulation at high temperature, minimizing water invasion into well-
a better option to drill water sensitive shale with inhibitors which may bore, reducing clay swelling, preventing differential pipe sticking,
provide better shale inhibition and require lower disposal cost. controlling filtrate loss, and wellbore strengthening in shale [46–53].
Addition of potassium chloride (KCl) in WBW is frequently well Variety of nanoparticles have been studied for enhancing the perfor-
accepted and commonly adopted by oil and gas industry to control mance of rheological properties and shale inhibition of drilling muds
rheological properties and better hydrate-resistant particularly in shale namely nanosilica [44,50,54–59], nanographite [59], graphene oxide
[18]. Santoyo [19] modeled numerical equations for the behaviour of [60], carbon nano tubes [44,58], zinc oxide [46], copper oxide [46].
11 WBM at high temperature used in drilling of geo thermal wells Nanoparticles in drilling muds as a nanoscale additive can sustain
located in Mexico. Serpen et al. [20] demonstrated various high HPHT, and provide shale inhibition.
temperature WBM for drilling geo-thermal wells through laboratory Shale mainly consists of three clay minerals such as montmorillo-
work. Besides the fact that WBM has great potential for drilling fossil nite, kaolinite and illite. Montmorillonite average size is lying between
fuels wells, it is also used for drilling geo-thermal wells. Clark et al. and 10 to 1000 nm, illite is 20–2000 nm, and kaolinite is 500–5000 nm
other researchers [21,22] all highlighted in their studies that high [61]. Monohar [62]. investigated that average pore throat of shale was
concentration of KCl in conjunction with polymer can improve 3–100 nm. Moreover, shale gas reservoirs are divided into three pore
performance of drilling fluid. However, high concentration of KCl in systems, in particular microspores (pore diameter less than 2 nm),
WBM can separate the mud into two phases such as liquid and mesopores (pore diameter between 2 nm and 50 nm), and macrospores
sediments [23]. Therefore, application of polymers were broadened (pore diameter more than 50 nm) [63]. Thus, bentonite, barite, shale
to improve rheological [24] and shale inhibition [25,26] characteristics stabilizers and polymers have greater particle diameter in the range of
of drilling muds. 0.1–10 µm [48]. However, drilling muds additives are in macro sizes

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A. Aftab et al. Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313

and cannot plug the nano pore-throat of shale [64]. Further, polymers 200000
have lack physical, mechanical and thermal characteristics than metal 180000

(Thounsand barrels per day)


oxides nanoparticles [65]. 160000
Metal oxide nanoparticles additive can be a promising option to 140000
resolve these challenges. Akhtarmanesh et al. and other researchers 120000 World oil
[53,66] all agreed that nanoparticles based drilling muds can prevent 100000 consumption
shale swelling problems. For that reason, nanocomposites have been 80000
recently introduced as a drilling mud additive to achieve multi World oil production
60000
purposes such as to improve rheological, shale inhibition and chemical
40000
stability of drilling muds without using surfactant. More recently,
Sadeghalvaad and other researchers [14,38,67,68] have investigated 20000
that behaviour of nanocomposite is better than single sphere nano- 0

2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
particles in drilling muds. Jain et al. [67] synthesized polyacrylamide-
grafted-polyethylene glycol-silica and reported that addition of synthe-
Fig. 1. World crude oil production and consumption.
sized nanocomposite in drilling muds showed excellent rheological,
Source [1]
and shale inhibition characteristics. Mao et al. [38] synthesized
hydrophobic associated polymer based nano-silica composite with
and gas industry was heavily dependent on conventional oil and gas
core–shell structure and found that synthesized nanocomposite im-
reservoirs resources. Depletion of conventional reservoirs shifted
proved rheological, and shale inhibition behaviour of drilling muds. In
interest towards unconventional reservoirs which are located at
another study, Jain et al. [68]. found that polyacrylamide-clay nano-
extreme downhole conditions, not easy to drill with existing practices.
composite is a potential drilling mud additive for improving the shale
Progress of world onshore crude oil and natural gas wells drilled is
inhibition and rheological properties. Sadeghalvaad and Sabbaghi [14].
illustrated in Fig. 3. In the present scenario, on one side conventional
analyzed that viscosity, filtrate loss, and mud cake thickness have been
reservoirs are at depleting stage, on the other unconventional reser-
enhanced after addition of TiO2-polyacrylamide nanocomposite in
voirs showed a ray of hope to alleviate fossil fuels energy crisis.
drilling muds. Paiaman and Duraya [69]. investigated black nanopar-
Researchers presented that higher shale production in particular shale
ticles over mud cake thickness to mitigate probability of differential
gas crowded out conventional production and global unconventional
pipe at field condition. Mud cake thickness was reduced after addition
tight oil production increased to 20 Mb/day by 2035 [71].
of carbon black nanoparticles. More recently, Borisov et al. [70]
Unconventional reservoirs in particular, shale gas, and tight gas are
presented a field study of iron based nanoparticles and calcium based
found at HPHT conditions. Deep hydrocarbons HPHT wells required
nanoparticles drilling muds over fluid loss. Field results indicated that
special drilling technique and drilling muds formulation which can
fluid loss was reduced by 27% compared to conventional muds.
prevent shale swelling problems and sustain high downhole flowing
This review aims to present importance of nanoparticles based
pressure and temperature. Currently the biggest challenge faced by the
drilling muds to drill elevated temperature wells. It was learned from
oil and gas industry is to formulate improved drilling muds which can
the literature review that rheological properties and shale inhibition
tolerate high downhole temperature and pressure more than 350°F and
performance of nanoparticles based drilling muds is not less than
10,000 psi with enhanced rheological and shale inhibition characteristics.
conventional WBM. Moreover, this study provides an important review
Moreover, geo heat is clean form of renewable energy. Geo-thermal
on applications of various drilling muds additives, such as salts,
wells are drilled for sustainable energy development. Drilling mechan-
polymers, nanoparticles and nanocomposite in WBM.
ism of geo-thermal wells is somehow alike rotary drilling for petroleum
and natural gas wells. The highest temperature of geo-thermal well was
2. World oil and gas energy production and demand
reported 500 °C at 3729 m depth [72]. Drilling of deep geo-thermal
wells is possible with high temperature drilling fluids systems.
World primary energy need is continuously fulfilled by hydrocarbon
resources. Global energy supply was 12,717 Metric tonnes of oil
equivalent (Mtoe) by end-2010. Energy supply showed an increase of 4. Drilling muds
107% from 1973 to 2010 [1]. Global total primary energy consumption
(TPEC) was estimated at 8677 Mtoe in end-2010 and rose to 86% from Drilling muds are the homogenous mixture of liquid phase, drill
1973 to 2010. Crude oil and natural gas (NG) contributed 55% to the solids and drilling additives. These constituents are used to achieve
world energy need by 2035 [71]. Petroleum shared 32% and the share different purposes like transporting of cutting from downhole towards
of NG was recorded 24% to global energy demand by end-2014 [71]. surface, cooling and cleaning of drilling bit, providing lubrication
The progress of global oil and gas production and consumption
displayed in (Figs. 1 and 2), it showed that demand of fossil fuels is 9000
increasing continuously. Share of NG, coal and oil increased to 129%, 8000
107% and 41%, respectively, from end-1981 to end-2012. About 80% 7000
of global oil and gas are produced from conventional reservoirs. Global
(Million tonnes)

6000
conventional oil and gas reservoirs are at depletion stage. Therefore, oil
and gas investors enthusiastic to drill and produce unconventional 5000
reservoirs such as shale gas, tight gas and HPHT wells to fulfil global World gas consumption
4000
energy demand heavily reliant on fossil fuels. World gas production
3000

3. Onshore, offshore and geo-thermal energy well drilling 2000


challenges 1000
0
The only solution is to fulfil oil and gas energy supply is to drill
maximum number of the wells. Conventional oil and gas reservoirs are
located at shallow depth having low bottom hole flowing pressure and Fig. 2. Global natural gas production and consumption.
temperature compared to unconventional reservoirs. Previously, oil Source [1]

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A. Aftab et al. Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313

wells. It was found that problems of crooked hole condition and water
entry were partially addressed. Additionally, Marcellus and Utica shale
reservoirs were drilled by using air and results indicated that air
drilling mud improved the drilling speed and minimized well impair-
ment [75]. Nonetheless, gas drilling muds cannot control the pressure
of formation fluids in to the drilled hole. It destabilised wellbore walls,
thereby, air was combined with liquid to establish foam mud which
may stabilize bore hole by means of holding back pressure on annulus
pressure to minimize water influx.

4.1.2. Foam drilling mud system


Foam is a form of gas bubbles surrounded by liquid containing form
stabilising surfactant. Foams are typically used to drill loss circulation
zones. Moreover, foam drilling is carried out to drill sticky clay,
minimized erosion problems in unconsolidated formations. Saintpere
et al. [76] presented a comprehensive analysis between foam drilling
muds and conventional drilling muds. Foam drilling muds were
Fig. 3. Global onshore and offshore wells drilled. concluded with better performance in terms of time required to lift
Source [73] the cutting from wellbore towards surface. However, simulation studies
identified that, flow and stability behaviour of the foam drilling mud
between drill string and downhole formation, maintaining wellbore are more complicated compared to conventional liquid drilling mud
stability, preventing formation kicks, forming the mud cake to prevent systems [77]. Therefore, oil and gas drilling industry paved more
fluid loss, providing information regarding geology of the wellbore attention towards liquid drilling system particularly WBM.
through drill cuttings and well logs [5,7,8].
4.1.3. Water-based mud
4.1. Classification of drilling muds WBM is an inexpensive, environmentally friendly and most exten-
sively used drilling mud [14]. WBM comprises of spud muds, bentonite
Selection of drilling muds mainly depends on geology, petrophysi- muds, phosphate muds, organic thinned muds such as red muds,
cal data, previous field drilling data and availability for disposing of the lignosulfonate muds, lignite muds, and organic colloid muds [78].
drilling muds after no longer in use. Classification of drilling muds World's 80% oil and gas wells are drilled by using WBM [14]. Recently,
based on their fluid phase alkalinity, dispersion, and the type of Maliardi et al. [79] planned high performance WBM which may
additives used in their formulation. Drilling muds are divided into diminish ecological effects and improve operational execution.
different classes (Fig. 4). Additionally, it was demonstrated that rheological properties in
particular viscosity, density and coefficient of friction (CoF) were
4.1.1. Gas or air drilling mud system improved with less environmental issues. Elkatatny et al. [80] sug-
Compressed air or nitrogen gas is used to remove the drill cutting gested that WBM has consistent rheological properties. In contrast,
from downhole towards surface with high speed. In addition to that, Ahmed et al. [81] showed that the WBM has poor filtration properties,
gas drilling minimized loss of circulation, and increased the life of bit and shale inhibition features compared to OBM. Nonetheless, WBM is
since air cooled the bit and lifted cutting rapidly. Moore and Laafve a cost effective drilling mud, and if formulated well it provides good
[74]. reported a field study regarding the use of compressed air as rheological properties [82]. In order to develop performance of WBM
drilling medium in Juan Basin of Northwestern New Mexico wildcat equivalent to OBM some compounds are added in WBM (Table 1).

Fig. 4. Classification of drilling muds.

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Table 1 environmental and operational hurdles.


Components of water-based mud. For rheological control different types of polymers are used such as
xanthan gum [25], PHPA [41], CMC [91], and PAC [92]. However,
Compound Functions References
PHPA is commonly used for shale encapsulation [41]. Survey of various
Glycol based Shale inhibitor [86] studies used Inhibitive WBM is summarized in Table 3.
Flowzan Viscosity enhancer [58]
Caustic soda pH control
Carboxymethyl cellulose Filtrate reducer [87] 4.2. Oil-based mud
Acrylamide copolymer, polypropylene Shale inhibitor [88]
glycol (PPG) WBM
Polyacrylamide [89] For many years, NADFs were used for drilling purpose. One of
Alkali silicates [90] drilling mud study with OBM was patented in 1938 [101], it was found
that first use of OBM was difficult and expensive [102]. OBM provided
high level of inhibition, thermal and rheological stability when drilling
WBM is normally modified with inhibitors to drill reactive clay. in water sensitive shale sections [103]. However, the long-term affects
Inhibitors minimize drilling muds ionic activity with shale water. have been caused by NADFs, such as high toxic diesel oil on flora and
There are three ways to examine shale with WBM, first by minimizing fauna within quite large area from the rig platform [104,105]. In
mud penetration pressure, interacting shale with the drilling mud [83], consequences, heavy restrictions have been imposed on the use of the
second by reducing drilling mud ionic activity [84,85] and third by OBM [106]. Further, OBM in the capillary void spaces affect the
physically blocking the wall of shale [48]. Typical composition of WBM logging response [107,108]. Disposal of the oily wastes and the practice
is shown in Fig. 5. Survey of various studies used WBM is summarized of removing oil mud from drill cuttings were also carried out vigorously
in Table 2. when drilling with OBM [98,109]. In contrast to OBM, WBM is more
environmentally friendly and provides better operational performance
4.1.4. Inhibitive WBM if chemically treated well.
Inhibitive WBM described as a mud that prevents hydration of
clays. Inhibitive WBM is sea water muds, lime muds, gypsum muds,
and saturated salt water muds. WBM without inhibitors increases the 5. Additives for drilling muds
problems of shale contamination and swelling which can have undesir-
able effect over drilling operation and increases well drilling cost [41]. 5.1. Additives for viscosity control
The main purpose of inhibitive WBM is to protect shale stability often
identified by wellbore collapse [7]. Normally, chlorides and sulphates Commercial clays are used to control the viscosity of drilling muds.
salts are added in WBM to prepare inhibitive WBM. These salts can One ton of commercial clay can provide 15 cp of viscosity [110]. Native
reduce the water ionic activity of drilling muds than shale water to clays usually result high solid content compared to bentonite to provide
lower down diffusion of ions and water molecules in the shale [92]. the same density. The viscosity of clay is affected by the salts either by
Potassium muds are the most extensively accepted inhibitive WBM formation water or salt added for a particular purpose. Due to
system for drilling water responsive shale. Potassium ions attach to hydration, the dispersion of clay is influenced by the magnesium
clay surfaces and provide stability to the shale when exposed to drilling (Mg+) ions and calcium (Ca+) ions. Viscosity cannot be increased so
muds. Potassium ions hold the cuttings together, preventing cutting high. It can minimize the flow efficiency of drilling mud such as poor
dispersion into finer particles. KCl is most extensively used inhibitor in transportation drill cuttings, required high pump power, and more
oil and gas drilling operations. KCl improved the rheological and shale chances of differential pipe sticking. Survey of various studies used
inhibition characteristics [96]. Potassium carbonate, potassium acet- different types of viscosity additives is given in Table 4.
ate, potassium hydroxide, potassium lignite, and PHPA have potential
for improvement of shale inhibition and rheological characteristics
5.2. Additives for density control
[97]. In contrast, recently Sehly et al. [7] investigated that high
concentration of KCl in drilling muds could destabilize rheological
Barium sulphate commonly termed as a barite used in drilling
properties and formed two phase separation in the mud. Additionally,
muds as a weighting agent. Beside that other weighting agents are
drilling cuttings contaminated with KCl become highly toxic and
hematite, and high density marbles. Drilling muds can attain 9–19 ppg
cannot be disposed at environmentally sensitive areas [7]. Therefore,
density by mixing barite with the water [112]. Density can also be
small quantity of KCl in conjunction with polymer is used to minimize
controlled by calcium carbonate. However, the technical challenge
faced by the drilling engineers is to vary density of drilling muds
function of pressure. Ravi et al. [113] suggested elastic particles can be
used to formulate variable density drilling muds. Density of drilling
muds varied as a function of pressure in subterranean formation. The
elastic particles are usually polymer of styrene, vinylidene chloride, a
copolymer of styrene, divinylbenzene, acrylonitrile, and a copolymer of
styrene and acrylonitrile [113]. Typical range of density and concen-
tration of weighting agent for drilling muds are given in Table 5.

5.3. Filtration control additives

Mud filtrate volume reducers are very important component of the


drilling muds especially when drilling permeable formation where
hydrostatic pressure is greater than formation pressure [115]. One of
the characteristics of filtrate reducers is to form a thin impermeable
cake to prevent fluid loss [116]. Review of fluid loss additive is given in
Fig. 5. Typical composition of water-based mud. Table 6.

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5.4. Shale inhibitors mud filtrate volume [52,54,55], minimizing differential pipe sticking
[50], drilling and production at HPHT conditions [47,136], enhancing
Shale swelling due to adsorption of water by shale is the major shale stability [66,135,137].
cause of shale instability. Xingqi [125]. suggested that shale swelling Nanofluids can be described as mixtures of solid nanomaterials
can be reduced by adding shale stabilizer in drilling muds. It was found suspended in base fluids. Generically, nanomaterials are metal oxides
that copolymer of anodic alumina membrane (AAM) and acrylonitrile which support heat transfer by increasing thermal conductivity [138].
have minimized shale swelling. 2-hydroxybutyl ether and polyalkyl An example that describes the difference between millimetre, micro-
ether modified polygalactomannans were also used for prevention of meter, and nanometer materials as illustrated in Fig. 6.
shale swelling [126]. Besides that PHPA can also improve shale Shape orientation and structure of nanoparticles greatly influenced
inhibition characteristics [127]. Review of shale stabilizers is provided the properties of nanofluids. Nanomaterial provided ease to formulate
in Table 7. better drilling muds due to their better dispersion, minimum particle
clogging and adjusting physical properties such as heat transfer,
6. Nanomaterial in drilling muds wettability and surface tension [139,140].
Nanofluids are offering promising thermal conductivities features
Nanomaterial has enhanced the performance of drilling muds compared to conventional fluid such as fresh water [141]. 5% vol of
because of their distinctive type such as highly enhanced physio copper oxide nano material could improve 22.4% heat transfer
chemical, electrical, thermal, and hydrodynamic properties [39]. efficiency of the solution. Improved thermal conductivities of nanoma-
Multifunctional nanoparticles applications attract a variety of indus- terial fluids attracted investigators to use nanomaterial in HPHT
tries such as bio medical technology, electronic, coating industry and drilling muds [38,47,136]. Srivatsa and Ziaja [55]. examined the effect
material composite [134]. Similarly, successive efforts are also taken by of nanomaterial on physical properties of nanofluids. Viscosity, gel
the petroleum institutions to develop advanced material for nano strength, pH and filtrate loss volume were measured with and without
sensing or nanorobots to collect the underground reservoir valuable nanomaterial. It was found that nanomaterial fluids improved rheolo-
data for the investigation of reservoir performance and deliverability gical properties of the drilling muds. Sadeghalvad and Sabbaghi [14].
[135]. Material added in drilling muds at the dimension between 1 and presented an experimental study on synthesis of TiO2-polyacrylamide
100 nm are called nanomaterial [42,43,135]. Nanomaterials compared nanocomposite and used in drilling mud. It was observed that the
to their bulk phase materials offer potential for many applications of oil additive improved the viscosity, filtration loss volume at ambient
and gas industry [39]. Various applications of nanomaterials in drilling pressure and temperature, and deposited a thin impermeable mud
muds have been reported in the literature in particular controlling the cake. WBM contains bentonite and other conventional additives can

Table 2
Review of water-based Mud.

Materials Problem Finding Reference

Water, bentonite, barite, and carboxymethyl cellulose Effect of CMC polymer on rheological Shear stress increased by adding CMC. Rheological [91].
(CMC). properties of WBM. and filtration volume of the WBM were significantly
improved with the addition of CMC
Water, glycols, KCl and gypsum silicate. Potassium treated silicate WBM was formulated Shale strength was fairly good at very low [83].
to minimize clay swelling. concentrations of glycol and potassium salts (2–3%
w/w) in silicate mud. However, rheological
properties were not reported
Water, polyglycol, NaCl, KCl, potassium hydroxide, soda WBM for HPHT was formulated and optimized Polyglycol in WBM enhanced the thermal stability [92].
ash, sodium bicarbonate, critic acid, polyanionic for rheological properties. of the mud. Low filtrate volume was observed by
cellulose (PAC), partially hydrolyzed polyacrylamide using polyglycols WBM. Plastic viscosity, yield
(PHPA), and barite. point were also enhanced with the addition of
polyglycols and showed better HPHT stabilization
Fresh water, starch, derivative, xanthan gum, shale Effects of NaCl-WBM, polymer-WBM and KCl- WBM-polymer caused minimum shale swelling [85].
encapsulator, NaCl, shale inhibitor, ROP enhancer, WBM were investigated over shale swelling. strain % at 500 psi. It was found that NaCl-WBM,
membrane former, pore blocker, and water activity polymer-WBM, and KCl-WBM caused 0.8%, 0.6%
agent. and 0.58% shale swelling. However, shale stabilizer
was used in all three muds
Water, clay, high-temperature deflocculant, surfactant, Customized WBM was formulated to inhibit Customized drilling mud showed minimum shale [26].
thinner, shale stabilizer, fluid loss control polymer, shale swelling HPHT conditions. swelling, it was 0.9% in Fayetteville shale
caustic soda, buffer agent, and barite.
Lignosulfonatelignite and shale drill muds were prepared. Potassium treated silicate mud was formulated At a very high load of potassium treated silicate in [25].
Materials were freshwater, bentonite, lignite, to minimize clay swelling. WBM, shale swelling was found 0.1% for 60 h.
lignosulfonate, baroid sulfonated asphalt, caustic soda, However, high concentration may raise the
potassium silicate, potassium (K) sulfonated asphalt, K problems of two phase separation such as water and
lignite, PAC, derivatized starch, xanthan gum, barite, sediments
sized calcium carbonate, and glycol.
Fresh water, bentonite, NaCl, and sodium silicate. Immersion test was conducted to observe the Potassium format-amine brine showed minimum [93].
fracture development in shale. Moreover, fracture development in shale formation. However,
fracture development cannot be predicted by when immersed in fresh water shale displayed
hardness test. gradual rise in fracture development
WBM and SBM were investigated. To report the rheological and solid control Mud density, plastic viscosity, yield point were [94]
challenges in WBM and SBM. varying with depth when SBM was used. These
properties showed little variations in rheological
behaviour by using reported WBM.
Water, alkalinity source, viscosifier, fluid loss additive, The challenge was to prepare customized high- KCl mud showed a higher fluid loss than the [95].
shale stabilizer, caustic soda, shale control agent, ROP performance WBM for unconventional designed WBM. Lubricity and rheological
enhancer, torque drag reducer, HPHT lubricants, loss reservoir drilled through deviated, horizontal, properties were improved. KCl mud showed 25.5%
of circulation material, and KCl. and extended reach wells. swelling and the designed WBM showed 19% in the
same well

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Table 3
Review of various studies used inhibitive WBM.

Materials Problem Finding Reference

Addition of high molecular weight PHPA, and KCl Effects of the polymer and KCl-WBM were studied Results revealed that high molecular weight PHPA [41]
(shale inhibitor) in inhibitive WBM were over prevention of shale swelling and improvement could control shale swelling and rheological
reported. of rheological properties. problems at HPHT conditions without use of KCl. In
addition, lubricity was also increased with use of
PHPA polymer. Potassium ion was highly flocculated
that could adversely affect the rheological properties
in particular filtrate volume. Therefore, KCl load play
very critical role in preparation of drilling muds
Inhibitive WBM and OBM mud were reported. Accretion problems have been observed by using Inhibitive WBM improved by using of tetra [98]
high load KCl mud. Thus accretion slowed down potassium pyro phosphate (TKKP) in the place of
drilling such as blocked drill lines and accumulated KCl and KCl-polymer to reduce accretion. TKKP mud
solids inside transportation system. reduced shale swelling down to 2.0%. Nonetheless,
accretion was still reported by using test TKKP
Shale inhibitors such as KCl, potassium formate Effects of fluids activity on shale swelling pressure. Swelling pressure of CaCl2 and KCOOH were [99]
(KCOOH), calcium chloride (CaCl2), glycerol, reported minimum at 0.40 water activity
methyl glycoside and NaCl fluids were
investigated.
Fresh water, NaCl, fluid loss agent, xanthan gum, Use of enhanced inhibitive WBM in place of SBM in Inhibitive WBM improved the rheological properties [100]
shale inhibitor, dispersion suppressant, and ultra-deep wells. Test fluid must met both in ultra-deep water well and fulfilled both
accretion suppressant. operational and environmental criteria. operational and environmental criteria
Soda ash, bentonite, xanthan gum, par R (fluid loss Effects of KCl on physical properties of the mud. Adverse effect on physical properties in particular [96]
and viscosifier), par L (fluid loss and viscosifier), viscosity was found due to contamination of shale
barite and KCl (shale inhibitor) were used for with basic WBM. Later, rheology was improved with
preparation of inhibitive WBM. the addition of KCl inhibitor.
KCl (shale inhibitor) and CMC were used to prepare To examine effect of KCl concentration on viscosity, Findings indicated that yield point increased with [7]
inhibitive mud. Nonethless complete chemical stability, and aging behaviour of inhibitive the aging time at 0.1 M of KCl. In addition, KCl at
compositions of drilling muds were not WBM. higher concentration such as 0.2 M formed
reported. suspension between two phases. Therefore, mud
became unstable. The suspension formed a
supernatant and sedimentation phase. Beside that
high KCl concentration drilling mud can be toxic to
disposal area and drilling environment

Table 4
Review of viscosity additives in drilling muds.

Mud type Additive Concentration Rheological property Reference

HPHT-WBM Bentonite NA Viscosity [93]


WBM 22 lb [91]
HPHT-WBM Xanthan gum 7 lb [94]
Clay 10 lb [26]
Xanthan gum, and PAC 1 lb, 2 lb [85]
PAC 0.8 lb [92]
Inhibitive WBM NA [96]
Xanthan gum 14 lb and 1.5 lb [100,111]
Nanoparticle Based Drilling muds Bentonite NA [54]
Nano Based Drilling muds PAC [60]

improve rheological properties of drilling muds. These additives have istics. Review of studies reported the use of nanoparticles in drilling
radical effect over viscosity of drilling muds due to presence of muds is shown in Table 8.
polymers such as acrylamide, acrylic acid and sodium 4-styrenesulfo- WBM is typically consisted of barite, bentonite, NaOH, KCl and
nate [142], polyvinyl alcohal [143], guar gum [144], and xanthan gum other drilling mud additives to control the viscosity, filtration proper-
[145]. These polymers do not sustain HPHT downhole environment ties and shale stability. Variety polymers used in drilling muds such as
and may raise difficulties during drilling under extreme HPHT down- guar gum [144], xanthan gum [145], PAC [146], and CMC [147] for
hole environment [56]. When metal oxides nanoparticles are compared enhancement of viscosity and filtration control. However, these ad-
with polymers; the nanoparticles have better heat transfer character- ditives are not suitable for HPHT and saline environment. Thus, to

Table 5
Typical range of density and concentration of weighting agent for different drilling muds [114].

Type of mud Weighting agent Concentration of weighting agent Rheological property Density range, ppg

Low solids, non-dispersed fluid KCl/ PHPA Barite 71 lb/bbl Density 10.5
Inhibitive WBM 68 lb/bbl 10.5–13
High Performance WBM 91 lb/bbl 10
Potassium silicate WBM 155 lb/bbl 12–15
High-performance WBM 42 lb/bbl 10
HPHT WBM 492 lb/bbl 17.5 at 176 °C

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Table 6 7. Comparison of rheological properties of water based mud


Review of filtrate control agents. with and without nanomaterial
Material Rheological References
property Drilling muds are the combination of chemicals, liquids and drill
solids. Therefore, control over rheological properties is a big challenge.
Encapsulated lime Filtrate reducer [117] Rheology of drilling muds varies according to the formation of the
Encapsulated oil absorbent polymers [118]
wellbore. Currently, the biggest challenge faced by the oil and gas
Divinylsulfone, cross linked [119] industry to stabilize the rheological properties at HPHT condition.
Poly(galactomannan) gum Deep water HPHT wells are also facing the challenges of unstable
density, plastic viscosity and shale swelling problems. Fritz and other
PHPA 30% hydrolyzed, [120] investigators [25,111] have reported that K silicate mud, and cationic
cross linked with Cr3+
system for the improvement of rheological properties. But these studies
CMC [58]
Oat hulls [121] are still lacking to resolve technical challenges such as to select
Rice products [122] optimum concentration of different additives particular KCl and their
Waste olive pulp [123] stability at HPHT conditions [7]. Nonetheless, nanobased drilling
Nut cork [124]
muds showed enhanced rheological properties compared to conven-
tional drilling muds at HPHT conditions [14,38]. Survey of rheological
studies at LPLT and HPHT are summarized in Table 10. Nanoparticles
Table 7
Review of shale stabilizers for drilling muds. based drilling muds showed better rheological and shale swelling
performance compared to conventional water based drilling as shown
Shale stabilizer Reference in Table 11. However, it can be observed from Table 12 that most of
nanoparticles drilling muds studies lacked to provide rheological
Modified poly amino acid [128]
Polyacrylamide [129] properties of drilling muds used to drill shale. Additionally, effects of
Amphoteric acetates and glycinates [130] nanocomposite are reported in very basic drilling muds in particularly
Cellulosic material [131] basic mud does not contain weighting agent additive. Stability of
Starches drilling muds is greatly influence by number of colloidal used. In
Betaine
addition, most of studies over prevention of shale swelling using
Partially hydrolyzed polyacrylamide
Polyvinylpyrrolidone nanomaterials overlooked the rules for selection of bridging material
Cellulosic material [132] size that states size of bridging material should be equal to or slightly
Polyamide greater than 1/3rd median pore size of the rock formation [153].
Polyamino acid
Polyfunctional polyamine [133]
8. Conclusions

Primary resources of the energy are fossil fuels. World's energy


resolve such problems, water-based synthetic fluids have been intro-
demand is increased by 8% from 2004 to 2012. Researcher believed
duced such as methyl cellulose and poly(vinyl alcohol) to improve yield
that world's energy demand will continue to fulfil by fossil fuels. The
point and stabilize the shear force [143]. Sulfonated amino-formalde-
only way to overcome the energy crisis is to drill 106,000 hydrocarbons
hyde polycondensates drilling mud dispersants optimized thermal
wells by 2020. This study focused that nanoparticles based drilling
stability of the drilling muds [148]. Copolymer of different hydrophilic
muds could be an appropriate choice to drill high temperature and
monomers namely acrylamide, acrylic acid, and sodium 4-styrenesul-
water sensitive clay wells. Following conclusions can be drawn from the
fonate can improve the rheological, thermal and salt resistance
review:
behaviour of mud.
Polymers such as polyacrylamide have been widely employed with
various metal oxides to form hybrid (inorganic-organic) nanocompo- • Conventional hydrocarbon reservoirs are at depletion stage.
Nonetheless, unconventional hydrocarbon reservoirs are occurred
site material [38,67]. Inorganic component improved thermal stability,
at HPHT conditions. Beside the fossil fuels energy resources, deep
whereas organic component provide better polymeric functionalities
geo-thermal energy resources are located at high temperature
such as chemical stability [149]. Literature review on applicability of
conditions. Conventional micro and macro drilling additives can
nanocomposite composites in drilling muds showed that investigators
degrade at HPHT conditions.
focused on rheological and shale inhibition characteristics of drilling
muds. Review of nanocomposites is given in Table 9. • Various conventional drilling muds additives have been used to
improve the rheological performance of drilling muds such as KCl,

Fig. 6. Scale for different sizes of materials [139].

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Table 8
Review of nanoparticles and drilling muds.

Drilling mud Nanoparticles Optimization Reference

WBM CuO and ZnO Controlled viscosity at HPHT [46].


Nanosilica Prevented water invasion into shale [54]
Montmorillonite and palygorskite nanoparticles Levelled out viscosity, gel strength, fluid loss, spurt loss and density at [45].
HPHT
Surfactant/polymeric Fluids Nanosilica Prevented filtrate loss. [56]

WBM Graphene oxide [60]


Nanosilica Minimized clay swelling, filtrate loss at HPHT and improved the viscosity [55]
Nanosilica, Multi Walled Carbon Nanotube (MWCNT) Stabilized drilling mud rheology [58].
Nanographite and nanosilica wire Stabilized viscosity and prevented filtrate loss [59].
Nanosilica Reduced loss of circulation and differential pipe sticking [50].
Nanosilica, MWCNT Prevented filtrate loss and maintained shale stabilization [44]

Table 9
Review of nanocomposites in drilling muds.

Mud type Nanomaterial material Findings Reference

Inhibitive WBM Polyacrylamide grafted polyglycol-clay Nanocomposite provided better shale encapsulation than PHPA. [67]
nanocomposite

WBM Acrylamide polymer based nano-silica hybrid Composite stabilized rheological properties and shale inhibition [38].
TiO2-polyacrylamide hybrid Nnanocomposite prevented filtration loss and improved the mud viscosity [14].
Organic-inorganic gel hybrid Composite prevented loss of circulation [150].
MWNT-polymer hybrid Composite improved the sealing system for formation evaluation under HPHT downhole [151].
conditions
ZnO-clay nanocomposite Composite stabilized the drilling mud rheology at HPHT conditions [152].

Table 10
Survey of rheological properties of drilling muds at HPHT and LPLT.

Drilling muds Parameters Rheological Properties References

Density, ppg Filtrate Volume, ml Plastic Viscosity, Yield Point, Gel Strength, pH
mPa.s Pa Pa
10 s/10 min/30 min

WBMa HPHT 8.9 – 15 7.1 1.9/2.8/4.7 11.7 [25]


WBM LPLT 9.5 7.8b NA NA NA NA [91]

SBM WBM HPHT SBM 14 12 40 8.6 NA NA [94]


WBM 11 20 35 7.1 – –
WBM HPHT @ 100°F – 6.2 17 7.1 1.4/2.3 – [26]
WBM HPHT – 19 8 10.5 – – [92]
Inhibitive WBM LPLT 8.5 – 7 3.3 – – [96]
Inhibitive WBM HPHT – – 21 3.8 – – [41]
Inhibitive WBM LPLT – 2.5 16 6.7 0.9/1.4 11 [98]
Inhibitive WBM LPLT – 15 20 14.3 0.9/1.4 11 [99]

Inhibitive HPHT – 2.3 22 13.4 4.7/5.7/5.7 9.9 [100]


WBM
WBM HPHT Constant Constant Constant Constant Constant Constant [111]

a
Field properties of customized Fayeteville drilling muds when drilling at 1762 ft.
b
After addition of 0.8 g of CMC.

PAC, PHPA and CMC etc. High concentration of KCl can destabilize problems of differential pipe sticking, wellbore instability, shale
rheological properties. Therefore, polymers were used in conjunc- swelling, high filtrate volume, and high CoF.
tion with salts to stabilize rheological behaviour of drilling muds. • Metal oxide nanoparticles are good conductor of heat. Thus, it can
• Conventional polymers are macro in size and cannot plug nanopore be a better option to be used in drilling HPHT, and ultra high
throats of underground shale. Shale has nanopore throats. Though, pressure and temperature wells. However, recent use of nanocom-
polymers and salts provide more water activity than shale water but posite in drilling revealed better effects of rheological properties and
the shale still raised the problems of swelling leading to wellbore shale inhibition.
instability. Therefore, scientists aimed to use nanosize particles to
plug nanopore throats of the shale and other problematic geological
9. Future suggestions and recommendations
formation faced during drilling.
• Nanoparticles based drilling could be a possible solution to drill
Researchers so far have given more attention to single sphere
under extreme reservoir conditions such as HPHT and water
nanoparticles based drilling muds rather than composite material.
sensitive clay. Nanoparticles based drilling muds could resolve the
Single sphere nanoparticles such as MWCNT, graphene nanoplatelets

1309
A. Aftab et al.

Table 11
Comparison of conventional, nanoparticles, nanocomposite water-based drilling muds.

Rheological Conventional WBM* Nanoparticles and nanocomposite WBM**

properties Reid Guo et al. Deville de- Moslemizadeh Ferreira Guancheng Zhong Sensoy Moslemiz- Jain et al. Mao et al. Abdo et al. Sadeghal- Vryzas . Aftab
et al. [24] et al. [26] Carvalho and et al. et al. [157] et al. et al. [48] adeh and [67] [38] [152] vaad and et al. et al.
[98] et al. Shadizadeh [156] [158] Shadizad- Sabbaghi [160] [161]
[154] [155]. eh [159]. [14].

Vol. of mud, 350 350 350 ml 350 100 350 – 350 350 – 100 100 100 350 100 100 350
ml
PV, mPa.s 16 21 17 5 – 24 – – 10 – 26 21 14 99 94 24
YP, Pa 6.7 11.5 13 – 16.8 – – 2.3 – 15 11 9 – 35 11.5
10-s/10-min 0.9/1.4 3/6 1.4/2.3 – – – – – – – 3.5/6.5 – – – 3.0/ 15/31 4.2/4.7
GS, Pa 4.8a
API FL, ml 2.3 4.8 6.7 16.1 – – – – – – 7.2 5.4 – 19 10 6.0 4.7
HPHT FL, ml – 13 – – – – – – – – 21 – – 11a – 13
Lubricity, CoF – – – – – – – – 0.02b – – – – 0.21
Bent or Shale Mnt, Illite, Mnt, Bentonite Mnt, Illite, Mnt, Mnt Chlorite, Mnt, Mnt, Mnt, – – – – – Mnt,
mineralogy Illite Kaolinite, Illite, Kaolinite Illite, Illite, Illite, Kaolinnit- Kaolinite Seipiolite
Chlorite Kaolinited Kaolinite Kaolinite Kaolinite, e, Illite
Quartz

1310
Shale recovery 98 – – – 93 86 65 84 – – 95b 94 – – – – –
rate, %
Shale swelling, −0.1 – 0.5% 40 9 1.5 10 – – – 2.3 – – – 2.8 10
%
Water – ROP – – – – – 98c 72 – – – – – –
invasion improved
reduced, % in shale.
Concentration 15, – 2.0, 10, 10 7.0, 20 30, 55 3.5, 5.0, 4 8, 40 10 10 1.0 0.5 2.3 14.0 0.5, 10, 0.8 0.8
of primary 1.0,12, 10.5 7.0
material, g 20
Type of TKPP, KCl, Bridging PAM, Henna Extract, KCl, HPA, PEI70000 MBCA- Nanosilica Nanosilica Nanosilica- Nanosilic- ZnO TiO2 Fe3O4 Nanos- ZnO
primary PAM, Sodium agent, KCl KCl HPG12 Bent polymer a-polymer nanoparti- nanopar- nano, ilica, nanopar-
material PG, KCl silicate PAC, composite composite cals-clay ticals-clay Bento- KPAM ticles-
Glycol composite compo- nite Acrylami-
site de
polymer
compo-
site

*
Basic composition of all conventional drilling muds and nanoparticles drilling muds may differ from one another.
a
Drilling mud properties after ageing at 350° F.
b
Drilling mud was prepared without weighting agent.
c
Water penetration reduced compared to sea water and rheological properties of mud b +NP B. HPG12=hydrophobized hyperbranched polyglycerol,, PAM=polyacrylamide, HPA=hidroxypropylamide, PEI70000=polyethyleneimine, MBCA=4,
4′-methylenebis-cyclohexanamine, PG=polyglycerol, TKKP=tetra-potassium pyrophosphate, Mont or smectite=montmorillonite, Bent=Bentonite.
d
Fayetteville and morrow shales.
Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313
A. Aftab et al. Renewable and Sustainable Energy Reviews 76 (2017) 1301–1313

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