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History 
1920’s -Origin of non-aqueous drilling fluids - crude 
1940’s -DIESEL BASED muds developed - 
emulsifiers 
1980’s -Environmental concerns lead to the 
use of MINERAL OILS – ‘Lo Tox’ 
1990’s -Environmentally acceptable replacement for 
mineral oils. SYNTHETICS 
Zero Discharge operations becoming the norm. This 
is leading to a re-appraisal of cheaper systems.
Oil & Synthetic Mud Applications 
Shale inhibition 
High temperature wells 
Lubricity 
High angle extended reach wells 
Contaminates, evaporites and acid gases 
Spotting fluids 
Workover, completion & packer fluids
Typical Oil Base Mud Cuttings With 
PDC Bit
Oil & Synthetic Mud 
Limitations 
Environmental 
Cost 
Hydraulics, hydrostatic pressure, and ECD 
calculations are complicated 
Increased consequences of lost circulation 
Gas solubility makes kick detection difficult 
Wireline Logs are more complicated
Invert Emulsion Muds 
THREE PHASE SYSTEM - Two immiscible fluids, 
and the solids phase 
OIL / SYNTHETIC FLUID - continuous - external 
phase, lipophilic liquid product additives. 
WATER - emulsified droplets (CaCl2 brine), as 
internal phase, soluble lime. 
SOLIDS - barite, organophilic clays, drill solids, 
insoluble additives - fluid loss control products, 
LCM, etc. (soluble additives)
Continous Phase 
OILS 
DIESEL 
MINERAL OILS 
SYNTHETIC FLUIDS 
ESTER 
LP’s - Linear Paraffin's
Linear Paraffins
Sarapar 147 
Typical Properties: 
Chemical Composition (% m): 
N- Paraffins 95 min 
Iso - parafffins <5 
Napthanics <0.1 
Aromatics <0.01 
Density 773 kg/m3 at 15 degrees C 
Sulphur <3 ppm 
Saybolt Colour 30 
Boiling Range 258 - 293 degrees C 
Flash Point 120 degrees C 
Pour Point 12 degrees C 
Vk40 2.5 mm2/s
Water Phase 
CALCIUM CHLORIDE BRINE: 
Ca(Cl)2 Reduces the activity(Aw) of the water phase. 
Fresh Water (Aw) = 1.0 
NaCl (Aw) =1.0 - 0.75 (26% = saturation) 
Ca(Cl)2 (Aw) =1.0 - 0.39 (40% = saturation) 
25%-30% By wt. Ca(Cl)2 (Common range for oil muds) 
(Aw) = 0.74 - 0.637
Water phase salinity 
The water phase salinity is 
controlled to provide an osmotic 
force that will tend to draw water 
from the formation to the water 
phase of the mud.
Water phase salinity (WPS) 
The osmotic potential of the mud is 
the salinity of the water phase. This 
has to be greater than the osmotic 
potential from the formation 
The water phase salinity must be 
greater than the shale salinity and 
the shale suction potential
Osmotic pressure of a shale 
The osmotic pressure of a shale is 
generated in two ways. Firstly, during 
diagenesis, water is forced out of the shale 
because of compaction (or generation of 
matrix stress). 
Diagenetic water leaving the shale has a 
lower salinity than water remaining in the 
pore spaces. The resultant shale salinity 
will be higher.
Osmotic pressure of a shale 
During compaction, pore spaces are 
reduced. 
In drilling a shale, there will be a 
tendency for the rock to be released from 
stress at and near the bore hole wall. 
This release of stress will tend to cause 
expansion and resulting increase in pore 
volume.
Osmotic pressure of a shale 
If there were to be an increase in 
pore volume, there would be a 
suction potential for water into the 
shale. 
If water can be prevented from 
entering the shale, the suction 
potential will provide stabilisation 
by minimising pore volume 
expansion.
Water phase salinity
Emulsions 
Oil Phase 
Water 
Oil External Phase 
Oil wet solids & surfaces 
Desirable for Drilling 
WBM 
Emulsion 
Water Phase 
Oil 
Water External Phase 
Water-wet solids & surfaces 
Cementing / Stimulation 
Invert 
Emulsion
Solids Phase 
Weight Material - Barite, Haematite, CaCo3 
Organophilic clays 
Drill Solids 
Insoluble Additives - LCM Products 
Soluble Additives 
CaCl2, Lime
Oil Water Ratio 
OIL WATER RATIO 
The relative proportions of oil and water in the fluid. 
Both the water and the solids phases are inside the 
oil, therefore the more of each will require more oil 
to maintain the same rheology. 
If density is increased then usually more oil is 
needed. The oil water ratio is increased.
Emulsifiers 
SURFACTANTS - Surface Active Agents. 
Act by Reducing the Interfacial 
Tension Between Two Liquids or 
Between a Liquid and a Solid. 
 Emulsifiers 
 Soaps 
 Wetting Agents
SURFACTANTS - Surface Active Agents 
Have a hydrophilic polar head and an organophilic non-polar 
tail. 
HYDROPHILIC 
HEAD 
(WATER LOVING) 
CC CC CC CC CC 
CC CC CC CC 
(OIL LOVING) 
ORGANOPHILIC TAIL 
OO 
CC 
OOHH 
Emulsifiers
WWAATTEERR 
DDRROOPPLLEETT 
Emulsifiers 
OOIILL
INSUFFICIENT 
EMULSIFIER CONCENTRATION 
WWAATTEERR 
DDRROOPPLLEETT 
WWAATTEERR 
DDRROOPPLLEETT 
CCOOAALLEESSCCIINNGG 
OOFF DDRROOPPLLEETTSS 
Worst 
Case 
Emulsifiers
-- DDeessiiggnneedd ttoo OOiill WWeett ssoolliiddss 
SSOOLLIIDD’’SS SSUURRFFAACCEE 
Emulsifiers
Viscosifiers 
VISCOSIFIERS: 
Are usually bentonite based with an oil wetting agent 
added. 
They need a small quantity of water to allow hydration. 
They take time to fully yield.
Fluid Loss Reducers 
FLUID LOSS REDUCERS: 
Asphalt 
Gilsonite 
Amine treated lignite 
Calcium carbonate/marble – bridging 
agents
Supplementary Additives 
OTHER PRODUCTS: 
Lime - Ca(OH)2 
Quick Lime - CaO
Standard API Tests for Inverts 
Mud weight 
Rheology @ 120o, 150o or 180oF 
HTHP Filter Press @ 300°F or bottom hole temperature 
Electrical Stability (ES) @ 120° or 150oF 
Retort (% oil/synthetic, %water, %solids) 
Pom, Psm 
Cl- (whole mud)
Retort Analysis of Inverts 
Accuracy! 
Retort allows us to determine: 
% Solids 
% Oil or Synthetic fluid 
% Water 
Salt content 
Watch for trends and major changes
Problems: Oil / Synthetics 
Insufficient Viscosity 
Excessive Viscosity 
Solids Contamination 
Salt Water Flows 
Water Wet Solids 
Carbon Dioxide - CO2 
Hydrogen Sulfide - H2S 
Massive Salts and Salt Stringers 
Barite Sag / Settling 
Lost Circulation
Insufficient Viscosity 
Barite Settling 
Inadequate Hole Cleaning 
Treatment: 
Add Viscosifiers - Clay, Polymer, Mod. 
Add Water(Brine) 
Shear Brine
Excessive Viscosity 
Solids - High, Fines, Water Wet. 
High Water Content. 
High Temperature Instability. 
Acid Gasses. 
Water wet Solids. 
Over-treatment with Viscosifiers. 
Treatment: 
Remove / Dilute - Solids,Water Content. 
Add - Emulsifier,Wetting Agent,Versathin, Lime, Increase 
mud weight.
Solids Contamination 
High viscosity 
Thick filter cake 
Treatment: 
Finer mesh shaker screen 
Tandem centrifuges 
Dilute with base fluids and add emulsifier 
Wetting agent
Salt Water Flows 
Increased % water and decreased oil:water 
ratio 
High viscosity 
Water wet solids 
Lower Electrical Stability 
Water in HTHP filtrate 
Treatment: 
Emulsifier and lime 
Wetting agent for weight up or water wet solids 
Barite to adjust weight and stop influx
Water Wet Solids 
Increased viscosity 
Decreased Electrical Stability 
Grainy appearance 
Settling 
Shale shaker screen blinding 
Test 
Treatment: 
If brine phase salt saturated, add fresh water 
Wetting agent
Carbon Dioxide CO2 
Decrease in POM 
Decrease in lime content 
Decrease in Electrical Stability 
Treatment: 
Add lime to maintain an excess, use caution to control 
excess lime in ester based fluids 
Increase mud weight to control influx
Hydrogen Sulfide, H2S 
Sulfides detected with Garrett Gas Train 
Decrease in POM 
Decrease in lime content 
Decrease in Electrical Stability 
Mud may turn black 
Treatment: 
Inorganic zinc scavenger 
Maintain excess lime content 
Increase mud weight to control influx
Massive Salts & Salt Stringers 
Salts are insoluble, may become a low gravity solids 
problem 
Formation CaCl2 and MgCl2 may cause water wetting 
of solids 
Sticking from plastic flow (not differential) 
Displace annulus from bit to free point with fresh water 
spot
Barite Sag / Settling 
Sag, uneven mud weights on bottoms up after 
trips 
Treatment: 
Increase Low Shear Rate Viscosity 
Settling, static conditions and pits 
Normal, increase Low Shear Rate Viscosity 
Excess wetting agent (hard pack), add 
organophilic clay and polymer. Do not add wetting 
agent. 
Water wet barite indicated by tests - add wetting 
agent
Lost Circulation 
Compressibility increases density at depth and the 
likelihood of fracturing formation 
Some LCM such as cellophane and cane fiber can 
break the emulsion 
Treatment: 
Mica, nut hulls 
Reverse gunk squeeze (organophilic clay in water - No 
Cement)
Displacement 
Meet, communicate, organize. 
Condition displaced mud to lowest rheology 
and displacing fluid with higher rheology. 
Do not begin until all displacing fluid is on 
location. 
Spacer to cover 500’ to 1,000’ of annulus. 
Pump at a rate approaching turbulence. 
Do Not Stop circulating once displacement 
has started. 
Rotate / Reciprocate Pipe
Displacement 
Place bit near bottom as oil mud clears. 
Change screens. 
Add Wetting agent. 
Monitor with Stability meter.

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Oil Base Muds

  • 1.
  • 2. History 1920’s -Origin of non-aqueous drilling fluids - crude 1940’s -DIESEL BASED muds developed - emulsifiers 1980’s -Environmental concerns lead to the use of MINERAL OILS – ‘Lo Tox’ 1990’s -Environmentally acceptable replacement for mineral oils. SYNTHETICS Zero Discharge operations becoming the norm. This is leading to a re-appraisal of cheaper systems.
  • 3. Oil & Synthetic Mud Applications Shale inhibition High temperature wells Lubricity High angle extended reach wells Contaminates, evaporites and acid gases Spotting fluids Workover, completion & packer fluids
  • 4. Typical Oil Base Mud Cuttings With PDC Bit
  • 5. Oil & Synthetic Mud Limitations Environmental Cost Hydraulics, hydrostatic pressure, and ECD calculations are complicated Increased consequences of lost circulation Gas solubility makes kick detection difficult Wireline Logs are more complicated
  • 6. Invert Emulsion Muds THREE PHASE SYSTEM - Two immiscible fluids, and the solids phase OIL / SYNTHETIC FLUID - continuous - external phase, lipophilic liquid product additives. WATER - emulsified droplets (CaCl2 brine), as internal phase, soluble lime. SOLIDS - barite, organophilic clays, drill solids, insoluble additives - fluid loss control products, LCM, etc. (soluble additives)
  • 7. Continous Phase OILS DIESEL MINERAL OILS SYNTHETIC FLUIDS ESTER LP’s - Linear Paraffin's
  • 9. Sarapar 147 Typical Properties: Chemical Composition (% m): N- Paraffins 95 min Iso - parafffins <5 Napthanics <0.1 Aromatics <0.01 Density 773 kg/m3 at 15 degrees C Sulphur <3 ppm Saybolt Colour 30 Boiling Range 258 - 293 degrees C Flash Point 120 degrees C Pour Point 12 degrees C Vk40 2.5 mm2/s
  • 10. Water Phase CALCIUM CHLORIDE BRINE: Ca(Cl)2 Reduces the activity(Aw) of the water phase. Fresh Water (Aw) = 1.0 NaCl (Aw) =1.0 - 0.75 (26% = saturation) Ca(Cl)2 (Aw) =1.0 - 0.39 (40% = saturation) 25%-30% By wt. Ca(Cl)2 (Common range for oil muds) (Aw) = 0.74 - 0.637
  • 11. Water phase salinity The water phase salinity is controlled to provide an osmotic force that will tend to draw water from the formation to the water phase of the mud.
  • 12. Water phase salinity (WPS) The osmotic potential of the mud is the salinity of the water phase. This has to be greater than the osmotic potential from the formation The water phase salinity must be greater than the shale salinity and the shale suction potential
  • 13. Osmotic pressure of a shale The osmotic pressure of a shale is generated in two ways. Firstly, during diagenesis, water is forced out of the shale because of compaction (or generation of matrix stress). Diagenetic water leaving the shale has a lower salinity than water remaining in the pore spaces. The resultant shale salinity will be higher.
  • 14. Osmotic pressure of a shale During compaction, pore spaces are reduced. In drilling a shale, there will be a tendency for the rock to be released from stress at and near the bore hole wall. This release of stress will tend to cause expansion and resulting increase in pore volume.
  • 15. Osmotic pressure of a shale If there were to be an increase in pore volume, there would be a suction potential for water into the shale. If water can be prevented from entering the shale, the suction potential will provide stabilisation by minimising pore volume expansion.
  • 17. Emulsions Oil Phase Water Oil External Phase Oil wet solids & surfaces Desirable for Drilling WBM Emulsion Water Phase Oil Water External Phase Water-wet solids & surfaces Cementing / Stimulation Invert Emulsion
  • 18. Solids Phase Weight Material - Barite, Haematite, CaCo3 Organophilic clays Drill Solids Insoluble Additives - LCM Products Soluble Additives CaCl2, Lime
  • 19. Oil Water Ratio OIL WATER RATIO The relative proportions of oil and water in the fluid. Both the water and the solids phases are inside the oil, therefore the more of each will require more oil to maintain the same rheology. If density is increased then usually more oil is needed. The oil water ratio is increased.
  • 20. Emulsifiers SURFACTANTS - Surface Active Agents. Act by Reducing the Interfacial Tension Between Two Liquids or Between a Liquid and a Solid.  Emulsifiers  Soaps  Wetting Agents
  • 21. SURFACTANTS - Surface Active Agents Have a hydrophilic polar head and an organophilic non-polar tail. HYDROPHILIC HEAD (WATER LOVING) CC CC CC CC CC CC CC CC CC (OIL LOVING) ORGANOPHILIC TAIL OO CC OOHH Emulsifiers
  • 23. INSUFFICIENT EMULSIFIER CONCENTRATION WWAATTEERR DDRROOPPLLEETT WWAATTEERR DDRROOPPLLEETT CCOOAALLEESSCCIINNGG OOFF DDRROOPPLLEETTSS Worst Case Emulsifiers
  • 24. -- DDeessiiggnneedd ttoo OOiill WWeett ssoolliiddss SSOOLLIIDD’’SS SSUURRFFAACCEE Emulsifiers
  • 25. Viscosifiers VISCOSIFIERS: Are usually bentonite based with an oil wetting agent added. They need a small quantity of water to allow hydration. They take time to fully yield.
  • 26. Fluid Loss Reducers FLUID LOSS REDUCERS: Asphalt Gilsonite Amine treated lignite Calcium carbonate/marble – bridging agents
  • 27. Supplementary Additives OTHER PRODUCTS: Lime - Ca(OH)2 Quick Lime - CaO
  • 28. Standard API Tests for Inverts Mud weight Rheology @ 120o, 150o or 180oF HTHP Filter Press @ 300°F or bottom hole temperature Electrical Stability (ES) @ 120° or 150oF Retort (% oil/synthetic, %water, %solids) Pom, Psm Cl- (whole mud)
  • 29. Retort Analysis of Inverts Accuracy! Retort allows us to determine: % Solids % Oil or Synthetic fluid % Water Salt content Watch for trends and major changes
  • 30. Problems: Oil / Synthetics Insufficient Viscosity Excessive Viscosity Solids Contamination Salt Water Flows Water Wet Solids Carbon Dioxide - CO2 Hydrogen Sulfide - H2S Massive Salts and Salt Stringers Barite Sag / Settling Lost Circulation
  • 31. Insufficient Viscosity Barite Settling Inadequate Hole Cleaning Treatment: Add Viscosifiers - Clay, Polymer, Mod. Add Water(Brine) Shear Brine
  • 32. Excessive Viscosity Solids - High, Fines, Water Wet. High Water Content. High Temperature Instability. Acid Gasses. Water wet Solids. Over-treatment with Viscosifiers. Treatment: Remove / Dilute - Solids,Water Content. Add - Emulsifier,Wetting Agent,Versathin, Lime, Increase mud weight.
  • 33. Solids Contamination High viscosity Thick filter cake Treatment: Finer mesh shaker screen Tandem centrifuges Dilute with base fluids and add emulsifier Wetting agent
  • 34. Salt Water Flows Increased % water and decreased oil:water ratio High viscosity Water wet solids Lower Electrical Stability Water in HTHP filtrate Treatment: Emulsifier and lime Wetting agent for weight up or water wet solids Barite to adjust weight and stop influx
  • 35. Water Wet Solids Increased viscosity Decreased Electrical Stability Grainy appearance Settling Shale shaker screen blinding Test Treatment: If brine phase salt saturated, add fresh water Wetting agent
  • 36. Carbon Dioxide CO2 Decrease in POM Decrease in lime content Decrease in Electrical Stability Treatment: Add lime to maintain an excess, use caution to control excess lime in ester based fluids Increase mud weight to control influx
  • 37. Hydrogen Sulfide, H2S Sulfides detected with Garrett Gas Train Decrease in POM Decrease in lime content Decrease in Electrical Stability Mud may turn black Treatment: Inorganic zinc scavenger Maintain excess lime content Increase mud weight to control influx
  • 38. Massive Salts & Salt Stringers Salts are insoluble, may become a low gravity solids problem Formation CaCl2 and MgCl2 may cause water wetting of solids Sticking from plastic flow (not differential) Displace annulus from bit to free point with fresh water spot
  • 39. Barite Sag / Settling Sag, uneven mud weights on bottoms up after trips Treatment: Increase Low Shear Rate Viscosity Settling, static conditions and pits Normal, increase Low Shear Rate Viscosity Excess wetting agent (hard pack), add organophilic clay and polymer. Do not add wetting agent. Water wet barite indicated by tests - add wetting agent
  • 40. Lost Circulation Compressibility increases density at depth and the likelihood of fracturing formation Some LCM such as cellophane and cane fiber can break the emulsion Treatment: Mica, nut hulls Reverse gunk squeeze (organophilic clay in water - No Cement)
  • 41. Displacement Meet, communicate, organize. Condition displaced mud to lowest rheology and displacing fluid with higher rheology. Do not begin until all displacing fluid is on location. Spacer to cover 500’ to 1,000’ of annulus. Pump at a rate approaching turbulence. Do Not Stop circulating once displacement has started. Rotate / Reciprocate Pipe
  • 42. Displacement Place bit near bottom as oil mud clears. Change screens. Add Wetting agent. Monitor with Stability meter.