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A Knowledge of Downhole
Rheological Behavior Assists
Successful Field Application
T.J. Bailey, SPE, British Petroleum Co. Pic.
P.A. Bern, British Petroleum Co. Pic.
F. McEwan, SPE, BP Petroleum Development Ltd.
Summary. The introduction of oil-based drilling fluids has led to significant improvements in drilling
efficiency for many North Sea operations. The original formulations that were based on diesel are generally
being replaced by the lower-toxicity mineral oils. One factor crucial to the successful application of mineral oils
has been a knowledge of their downhole rheological characteristics. This paper describes a purpose-built
viscometer capable of simulating realistic downhole temperature (300°C [572°FD 'and pressure (100 MPa [1,000
barD conditions. Results from this study are used to indicate how surface-fluid rheologies can be tailored to
provide adequate downhole viscosities, thus reducing total system pressure losses.
Introduction
Until Spring 1982, most of our North Seawells were the muds formulated with our low-toxicity oils were more
drilled with water-based muds. KCl/polymer muds proved rheologically stable in the presence of contaminants and
to be particularly successful for drilling the Tertiary were more versatile.
"gumbo-like" mudstones overlying the Forties reser- The rheological behavior of oil muds under downhole
voir. 1 The successful·use of these muds proved to be conditions must be known if their full potential is to be
time-dependent, however, especially when drilling highly reached. Problems with higher-than-anticipated circulat-
deviated wells. Any delays in drilling operations often re- ing pressures have been experienced and have resulted
sulted in significant wellbore instability problems. The in loss of drilling efficiency. Previous work in the area
development of low-toxicity oil muds provided the op- of high-temperature/high-pressure (HT/HP) rheology of
portunity to use invert-oil-emulsion drilling muds on de- oil muds has illustrated their behavior under downhole
velopment, exploration, and appraisal wells. conditions. 4-8 These studies, however, show that the na-
We currently use low-toxicity, invert-oil-emulsion drill- ture of the base oil affects the degree of viscosity change
ing muds that are based on a low-toxicity mineral oil. Oil caused by temperature and pressure. Furthermore, most
muds based on this low-toxicity oil have been used re- previous work has been conducted on muds formulated
cently for developmental drilling on Forties, Magnus, and with diesel as their base oil.. De·Wolfe et al. 9 have pub-
. several exploration wells in the central and northern sec:' lished. data on certain low-toxicity muds and have con-
tors of the North Sea. cluded that each specific system needs to be assessed
Drilling fluids engineers recognized the potential of .individually.
llsing the British Petroleum (BP) CO.'s low-toxicity min- To investigate the reasons for the higher circulating
eral oil as a base oil for invert-oil-emulsion drilling muds pressures experienced with oil muds in the field, the down-
in 1981. Vastly improved drilling rates could be achieved hole rheological behavior of our mineral-oil-based muds
with the combination of oil muds and the new polycrystal- has been examined with a purpose-built viscometer.
line diamond compact (PDC) bits. 2 Also, the U.K.
government's acceptance of using low-toxicity oil muds Field Application
without cuttings cleaning equipment 3· justified the deci- The main advantage of using invert..,oil-emulsion drilling
sion to use oil-based muds. This development was of par- fluids in the North Sea is the improved drilling of the long,
ticular, significance to our North Sea operations because reactive, gumbo-like claystone shale sequences. Signifi-
of the presence of thick, reactive shale sequences in the cant improvements in hole stability and drilling rates have
central and northern sectors. been seen compared with inhibited water-based muds, es-
A full screening program was undertaken to determine pecially when drilling deviated wells. 10
whether the low-toxicity mineral oil was an acceptable Our experience with oil muds in the North Sea was
alternative to diesel oil. Compared with fluids based on limited. Diesel-based muds were used to drill one or two
diesel oil and other low-toxicity oils available in 1981, wells before the introduction oflow-toxicity oils. The cut-
tings wash systems available at that time, however, were
Copyright 1986 Society of Petroleum Engineers found to be ineffective. Low-toxicity oil muds are cur-
SPE Drilling Engineering, April 1986 107
TABLE 1....;COMPARISON OF MINERAL OIL PROPERTIES
· Naphthenic
BP Mineral Diesel Oil Mineral
Oil (Marine Gas Oil) Oil
Density at 15°C, kg/L 0.785 0.845 0.86
Distillation range, °C
IB point . 195 -200 294
50% 222
FB point 255 365 329
Flash point, °C 72 70 to 80 142
Aniline point, °C 78 63
Pour point, °C -40
Viscosity at 40°C, cSt 1.67 3.33 6.7
Sulfur, percent mass 0.01 0.3 0.2
Aromatics, percent mass 2 25 to 35 3.9
KCl/Polymer
Hole Flow Jet Plastic Yield Pump
Depth Size Rate Nozzles Viscosity Point Pressure
~ (in.) (m 3 /min) (32nds of in.) (cp) (N/m 2 ) (psi)
900 17.5 4.80 3x24 33 8.6 3,050
1180 17.5 3.97 3x24 25 7.2 3,100
2174 12.25 2.64 3x 18 28 7.2 3,000
2555 12.25 2.72 3x 16 24 7.2 3,340
Low-Toxicity Oil Mud
1010 17.5 3.21 3x24 25 8.1 2,900
1545 17.5 3.31 3x24 29 8.6 3,000
2x20
2132 12.25 2.39 1 x 18 19 10.0 2,500
KCI/Polymer
Hole F!ow Jet Plastic Yield Pump
Depth Size Rate Nozzles Viscosity Point Pressure
~ ~ (m 3 /min) (32nds of in.) (cp) (N/m 2 ) (psi)
533 17.5 4.10 3x28 17 8.6 1,800
888 17.5 4.10 3x28 30 20.5 2,700
1431 17.5 3.65 3x28 18 10.0 2,900
1646 12.25 2.93 3x28 16 12.9 1,800
Low-Toxicity Oil Mud
616 17.5 2.73 3x28 20 6.~ 2,600
2x24
1168 17.5 3.07 1 x 16 24 11.5 2,500
2x24
1791 17.5 3.07 1 x 18 37 12.4 2,900
1 x 16
3x28
2180 12.25 2.34 1 x 16 35 9.6 2,800
meant that the circulation rates achieved with the oil-based 30r-r---...,.------~---------,
mud on the platform have been slightly less than those NAPHTHENIC OIL
used to drill the same sections on the vertical satellite wells GAS OIL (DIESEL)
with water-based muds. Measurement-while-drilling tools BP MINERAL OIL
and downhole motors also have a significant effect on the
increase in circulation pressures and the subsequent reduc-
tion in circulation rate.
20
F()rties Platforms. More than 80 wells have been drilled
in the Forties field with KCl/polymer muds. Oil muds in-
corporating our low-toxicity mineral oil have been used
recently to drill the 44.5- and 31.1-cm [17 1h- and 15
12 IA -in.] sections through the· highly reactive Tertiary (,)
The very, low polycyclic and monocyclic aromatic coming frictional effects. Rotation is achieved through a
hydrocarbon content of the oil makes it environmentally magnetic coupling that is situated in a chamber filled with
safer than more highly aromatic oils. 3,11 Approved tox- hydraulic 'oil. A seal prevents the drilling fluid and the
icological testing on marine fauna has given good results hydraulic oil from mixing, thus preventing solids build-
(Table 5). Details of the BP mineral oil properties are up-in the drive mechanism and excessive wear of the bear-
given in Table 1. The basic properties of a naphthenic ings. The viscosity-measuring mechanism operates in~ide
low-toxicity oil and a diesel oil are compared to the min- the drilling fluid test autoclave. The bob is restrained by
eral oil. a cantilever fitted with strain gauges; the signal from the
Research is currently in progress to evaluate the effects cantilever is proportional to the torque and, therefore,
of -the basic properties of mineral oils on invert-oil- shear stress. Two torque (shear-stress) ranges are availa-
emulsion systems. In addition, development work on the ble. Expansion and contraction of the drilling fluid is com-
BP mineral oil is also being considered. For example, a pensated for by a piston in the lower section of the
high-flashpoint version of the oil has proved successful autoclave; the chamber below the piston is filled with
recently for drilling in the central North Sea. hydraulic oil and is connected to both the external.,pressure
system and the magnetic-drive chamber. The pressure is
HT/HP Rheology set through an air/hydraulic intensifier and controlled by
The Viscometer. A purpose""built viscometer was de- two air-actuated valves. Temperature, pressure, and shear
signed specifically for the examination of the rheological rate are automatically controlled by a central console.
behavior of drilling fluids at high temperatures (300°C The equipment's working range is from room temper-
[572°F]) and high pressures (100 MPa [1,000 bar]). ature to 300°C [572°F], 0 to 100 MPa [0 to 1,000 bar]
Several different ;fIT/HP viscometers have been used by pressure, 0 to '1,000 seconds -1 shear rate, and 0 to 200
various researchers. The most popular, and probably the N/m 2 [0 to 4.2 lbf/sq ft] shear stress.
most suitable for drilling muds, is the Bottomhole-
Conditions/Rotovisco viscometer. 5,8 Some limitations Testing Program. The rheological behavior of drilling
with this type of equipment were identified at an early muds is complicated by the presence of significant con-
stage, however, and a decision was made to design a new centrations of solid materials. Changes in volume frac-
viscometer to overcome these problems. Figs. ,2 and 3 tion, particle size, and charge all affect the rheology
show a schematic and -photograph of the viscometer. significantly. Therefore, we decided initially to examine
The BP/Huxley-Bertram HT/HP visc<;>meter is a the behavior of unweighted, low-toxicity, invert-oil-
coaxial-cylinder viscometer similar to the Fann VG35 in- emulsion drilling muds before investigating weighted sys-
strument, with an outer rotating cylinder and an inner sta- tems. The unweighted systems selected were representa-
tionary bob. The drive and viscosity-measuring functions tive of the base fluids used for several North Sea
of the viscometer are completely separate, thereby over- exploration and development wells. Tests were also con-
TORQU£ SIGNAL
MUD
INLET
AUTOCLAVE
32
28
I- 16
z
iLl
0:
«Q.
Q. 12
«
0
2 3 4 5 7 8 9 10
PRESSURE (bar X 10 2 )
Fig. 5-Apparent viscosity vs. pressure at different temperatures-Mud 1.
Mud 1
o to 30 bar 400 bar 1,000 bar
Plastic vi~cosity at 25°C, cp 21.8 35.2 66.2
Yield point at 25°C, N/m 2 1.9 2.4 2.7
Correlation coefficient* at 25°C 0.9997 0.9995 0.9989
Plastic viscosity at 60°C, cp .13.7 21:5 35.7
Yield point at 60°C, N/m 2 2.0 2.7 3.7
Correlation coefficient* at 60°C 0.9998 0.9994 0.9992
Plastic viscosity at 100°C, cp 8.3 13.1 21.9
Yield point at 100°C, N/m 2 2.4 2.9 3.4
Correlation coefficient* at 100°C 0.9936 0.9980 0.9992
Plastic, viscosity at 150°C, cp 6.0 9.0 13.1
Yield point at 150°C, N/m 2 0.8 1.2 1.4
Correlation coefficient* at 150°C 0.9973 0.9985 0.9992
Plastic viscosity at 200°C, cp 3.3 5.1 7.0
Yield point at 200 o C,N/m 2 0.2 0.7 1.8
Correlation coefficient* at 200°C 0.9868 0.9972 0.9980
Mud 2
Plastic viscosity at 25°C, cp 19.3 29.9 58.5
Yield point at 25°C, N/m 2 3.5 4.4 4.2
Correlation coefficient* at 25°C 0.9993 0.9996 0.9992
Plastic viscosity a,t 60°C, cp 10.6 16.2 27.2
Yield point at 60°C, N/m 2 3.3 4.3 5.3
Correlation coefficient* at 60°C 0.9957 0.9992 0.9995
Plastic viscosity at 100°C, cp 6.5 9.8 15.5
Yield point at 100°C, N/m 2 3.0 3.7 4.3
Correlation coefficient* at 100°C 0.9938 0.9971 0.9980
Plastic viscosity at 150°C, cp 3.5 4.7 7.1
Yield point at 150°C, N/m 2 1.9 2.2 2.6
Correlation coefficient* at 150°C 0.9793 0.9827 0.9964
Plastic viscosity at 200°C, cp 2.1 3.0 4.8
Yield point at 200°C, N/m 2 0.61 1.2 1.5
Correlation coefficient* at 200°C 0.9857 0.9866 0.9925
Th~ HT IHP rheological study of unweighted systems effective in improving wellbore stability in drilling de-
illustrates the general behavior of these muds. To deter- velopment, appraisal, and exploration wells in the North
mine the hydraulic behavior of specific muds in specific Sea.
wells accurately, however, the rheology of representa- 2. The viscosity of oil muds based on the BP low-
tive, weighted, whol~-mud systems should be established toxicity mineral oil c~ be lower at surface relative to other
~t the anticipated downhole conditions. The density vari- mineral-oil muds and still exhibit comparable viscosities
ation of these whole-mud systems at high temperature and at high downhole temperatures and pressures.
pressure should also be determined to fully relate the lab- 3. The HTIHP visc()meter described has proved to be
oratory data to field operating conditions. a successful tool for determining both the rheological
properties and the stability of oil-based muds at down-
hole temperatures and pressures.
Conclusions 4. Further work on the examination of the HT IHP
1. Theuse oflow-toxicity, invert-oil-emulsion drilling rheology of weighted, low-toxicity oil muds is required
muds based on the BP low-toxicity mineral oil has proved in conjunction with variations in density.