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    SCOMI OILTOOLS

    Global Research & Technology Centre/ GRTC

    Training Department

    CLAYCLAY

    CHEMISTRYCHEMISTRY

    CLAYCLAY

    CHEMISTRYCHEMISTRY

    SCOMI OILTOOLS

    Introduction

    Clays play a major role in drilling fluid tech.

    Every stage of drilling a hole brings in contact withthe Clays.

    Chemical & Mechanical properties of the rock depend on the type & quantity of clay minerals.

    Understanding of clay chemistry is essential inselection of drilling fluid system & bore holestability.

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    Clays - Origin

    Clays originate from the Rocks due to weatheringprocess.

    Sedimentary rocks are the most abundant rock typeon the Earths Surface and Crust.

    Shale is one most abundant rock type and clayminerals, its chief constituents.

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    Genesis and Composition

    Chemically Clays are Aluminosilicates.

    Clay minerals are a part of a general group withinthe phyllosilicates (layered silicates).

    Most clays are chemically and structurally analogousto each other but contain varying amounts of waterand allow varying levels of substitution in theircations

    Shales are classified by age, water content, clay

    content, and type o hardness of the shale.

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    Composition of Clays

    Major Constituents

    Silica, Aluminum and Oxygen

    (The above 3 elements constitute >80% of earthsmass)

    Minor Constituents

    Iron, Magnesium, Sodium and Potassium.

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    Composition of ClaysPhysical Properties (structural details)

    Size- Fine to Very Fine (0.1-5)

    Surface area- Large to Very Large (12-300M2/g)

    Chemically Reactive Surface.

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    Building BlocksThere are two basic building units from which all the

    different clay minerals are constructed :

    Tetrahedral Layer

    In each tetrahedral unit a silicon atom is located in thecentre of the tetrahedron, equidistant from the fouroxygen atoms.

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    Building BlocksThe Tetrahedral Unit

    The OH groups replace the oxygen atoms to electricallybalance the structure.

    (a) (b)

    Oxygen Atom Silicon Atom

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    Building Blocks

    The Octahedral Layer

    In each octahedral unit an aluminium (or magnesium)atom is located in the centre of the octahedron,

    equidistant from the six oxygen atoms.

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    Building BlocksThe Octahedral Layer

    This consists of two sheets of closely packed hydroxoyl ionsin which aluminum, iron or magnesium ions areembedded.

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    Aluminums Silicons Hydroxyls Oxygens

    Silica

    (tetrahedral)

    layer

    Octahedral

    layer

    Building Blocks

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    Groups of Clay There are > 400 reported clay mineral names due to

    different combination of the basic building blocks and 26different clay mineral groups.

    Clay minerals are divided into 7 major groups for drillingfluid purpose:

    1.Kaolinite, 2.Illite, 3.Chlorite, 4.Mica,

    5.Montmorillonite, 6. Attapulgite

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    Groups of Clay

    Each clay mineral type exhibits different characteristics andwas deposited in a different environment!

    Montmorillonite/Smectite clays are expandable, thusabsorb water

    Kaolinite, Illite, Chlorite are not expandable, thus do notabsorb water.

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    Why are Clays Important

    Clays in the Drilling Fluid :

    Bentonite(gel, smectite, montmorillonite) for viscosityand fluid loss control in some WBM

    Organophilic bentonitefor viscosity and fluid losscontrol in NAF system

    Bentoniteis a key component of MMH systems

    Attapulgitefor viscosity in salt

    Sepiolitefor viscosity in very high temperature WBM

    Drilled solids help with fluid loss control but can giveunwanted viscosity

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    Why are Clays Important

    Clays in Rocks :

    In shales / mud rocks / clays causing possibledrilling problems

    In reservoirs giving possible formation

    damage

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    Clay Structures

    KAOLINITE: TO or 1:1

    MONTMORILLONITEAND MICA (INCLUDE ILLITE) :

    TOT or 2:1

    CHLORITE:

    + + +

    ATTAPULGITE/SEPIOLITE:

    TOT :0: TOT or 2:1:1

    TOT or 2:1

    KEY: SILICATE SHEET (T)SILICATE SHEET (T) ALUMINA SHEET (O)ALUMINA SHEET (O)

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    Comparison of Structures

    Property Kaolin Mica Mont Attap Chlorite

    Layer type 1 : 1 2 : 1 2 : 1 2 : 1 2 : 1 : 1

    CrystalStructure Sheet Sheet Sheet Sheet Sheet

    Particle Hexagonal Extensive Flakes Needles PlatesShape Plate Plates

    Particle 0.5 - 5 0.5 - Large 0.1 - 2 0.1 - 1 0.1 - 5Size () Sheets

    Surface AreaBET-N2-m

    2/g 15 - 20 50 - 110 30 - 80 200 140BET-H2O-m

    2/g - - 200 - 800 - -

    CEC-meq/100g 3 - 15 10 - 40 80 - 150 15 - 25 10 - 40

    Viscosityin Water Low Low High High Low

    Effects ofSalts Flocculates Flocculates Flocculates Flocculates Flocculates

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    Ca++Ca++

    12.1 Ao

    Ca++Ca++

    17 A0

    Hydration

    Limited separation between clay plateletsdue to divalent charge of calcium.

    Divalent charge cations will hold the clay

    platelets closer together.

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    Na+Na+

    Na+

    Na+

    Na+Na+

    Na+

    Na+

    Na+

    Na+

    Na+

    Na+9.8 A

    o

    +

    water

    Expansion from 17 A

    to infinite separation

    Hydration

    Infinite separation between clay platelets,

    due to monovalent charge of sodium.

    Monovalent charge cations will not create a

    bonding power between platelets.

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    Hydration of Sodium and Calcium

    Montmorillonites

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    Charges on Clay Particles

    Clay charges are important as they determine properties such as :

    Ion Exchange

    Swelling Behavior

    Viscosity of Muds

    Charges can arise from :

    Broken edges on clay particles (Induced charges)

    Substitution of Ions in the clay structure (Permanent

    charges)

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    Broken Edge Charges

    Clay sheets can be broken due to mechanical action.

    When a clay sheet is broken, the exposed edges will have

    unbalanced charges which can either be +ve or -ve.

    In an acidic environment the charges will tend to be +ve. In an

    alkaline environment charges tend to be -ve.

    One reason for keeping an alkaline pH in the drilling mud is to

    keep all the clay charges -ve.

    The -ve charges will repel each other thus reducing the

    tendency for flocculation.

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    Charges Due to Ion Substitution

    Tetrahedral Layer : Some Si4+ can be replaced by Al3+ or Fe3+

    Octahedral Layer : Some Al3+ can be replaced by Mg2+ or Fe2+

    All Si Charges

    All Al Balanced :

    All Si Net Charge = Zero}

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    Charges Due to Ion Substitution

    These substitutions produce sheets with net negative charge

    satisfied by adsorption of cations.

    Unlike edge charges, these are permanent and not affected

    by pH changes

    Isomorphous substitution is the main reason why clays have

    ion exchange properties and is the reason why

    montmorillonite swells in water

    Not All Si Charges

    Not All Al Not Balanced :

    Not All Si Net Charge}

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    Ion Exchange Properties of Clays

    The negative charge generated by isomorphous substitution is

    balanced by cations held near the clay surface.

    Common charge - balancing cations are Na, K, Ca, Mg; these

    cations are readily exchangeable in montmorillonite

    Cation exchange capacity of clay can be measured by methylene

    blue test (MBT) or chemical analysis of displaced cations

    ++

    + +

    eg. KCl solution +

    Na+ Na+

    Na+ Na+

    K+ K+

    K+ K+

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    Factors Affecting Substitution of Exchangeable Cations:

    Nature of Clay Mineral

    Montmorillonite : Easy

    Mica / Illite : Difficult

    Chlorite : Impossible

    Nature of original and substituted cations

    Concentration of exchange solution

    Cation Exchange

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    Assuming all the cation concentrations are the same, theorder of increasing replacing power of cations is generally :

    Li+ < Na+ < K+ < Mg2+ < Ca2+ < H+

    At equal concentrations potassium will displace more

    sodium than sodium will displace potassium.

    Increasing the concentration of any given cation will increase

    the probability that it will displace another cation.

    It is possible for high concentrations of potassium to

    displace calcium

    Cation Exchange

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    Hydration of clays is due to adsorption and absorption of

    water.

    Adsorption is the attachment of water molecules to the

    external surface of clay particles, causing interlayer swelling.

    It is either physical or chemical adsorption.

    Absorption is the entry of water into the structure of the clay

    particles, either by osmosis or by capillary action. It is only

    physical and weak forces.

    Hydration of Clays

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    Hydration properties of the exchange cations have animportant influence on clay properties.

    Hydration of cations depends on their charge and size.

    High charge & small diameter cations are usually most

    highly hydrated

    Low charge & large diameter cations are usually least

    hydrated

    Hydration of Cations

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    Clay HydrationThe important diameter is the hydrated ionic diameter.

    Atom Dehydrated Ion Hydrated Ion

    Diameter A Diameter A

    Na - Sodium 1.90 11.2

    K - Potassium 2.66 7.6

    Cs - Cesium 3.34 7.6

    Mg - Magnesium 1.30 21.6

    Ca - Calcium 1.90 19.0

    Hydrated Ionic Diameter

    CATION

    HH

    -

    H

    H

    -

    H

    -

    H

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    Clay Swelling

    The most common swelling clay mineral is montmorillonite.

    Montmorillonite (bentonite) is used in some drilling fluids to

    give viscosity and fluid loss control.

    Montmorillonite is found in many reactive shales.

    Montmorillonite is found in some sandstones (including

    reservoir sands).

    The amount of water taken up by a montmorillonite (& hence

    the degree of swelling) depends on :

    Layer charge of the clay / Ion exchangeNature of the exchangeable cation

    Nature of the external solution

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    Clay SwellingCations Exchange Capacity / Layer Charge

    Kaolinite Montmorillonite Mica (Illite)

    Layer Charge Low Intermediate High

    CEC Low (3-15) Intermediate (80-150)Low (10-40)

    Swelling in None High None

    Water

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    Clay Swelling : Nature of ExchangeableCation

    Swelling promoted by highly hydrated, low charge exchangeablecations

    eg. Li+ , Na+

    Swelling reduced by high charge, less hydrated cations

    eg. Al3+

    K+ reduces swelling because poorly hydrated even though low

    charge.

    Ca2+, Mg2+ reduces swelling because high charge, though highly

    hydrated.

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    Clay Dispersion / DeflocculationThere are four basic colloidal states of clay particles in a fluid :

    Deflocculated. There is an overall repulsive force between the

    particles. This is done by ensuring all the particles have the

    same charge. (The particles may be aggregates)

    Flocculated. There are net attractive forces for the particles

    and they can associate with each other to form a loose

    structure.

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    Clay Dispersion / Deflocculation

    Aggregated. The clay sheets are still attached to each otherand hydration has not occurred, or the hydration process has

    been reversed.

    Dispersed. This is where the aggregates have all been broken

    down. The dispersed clays may be flocculated or

    deflocculated.

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    Clay Dispersion

    Mechanical energy causes DISPERSION of aggregates

    Mechanical energy can also break individual mineral grains

    Leads to increased surface area of solids

    MECHANICALMECHANICAL

    ENERGYENERGY

    MECHANICALMECHANICAL

    ENERGYENERGY

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    Clay DeflocculationChemical energy is used to deflocculate clays

    The state of deflocculation is determined by surface charges

    and electrical double layers surrounding particles in

    suspension

    FLOCCULATEDFLOCCULATED DEFLOCCULATEDDEFLOCCULATED

    chemical energy

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    + - - - +

    + - - - +

    1. Change pH- - - - -

    - - - - -

    - - - - -

    - - - - -

    - - - - -

    add alkali (OH-)

    add acid (H+)

    < ~ pH 6.5FLOCCULATED

    >> ~~ pH 8pH 8DEFLOCCULATEDDEFLOCCULATED

    2. Add chemical deflocculants

    + - - - +

    + - - - +- - -

    - - -

    -- -- --

    -- --

    -- --

    -- --

    --

    --

    ----

    add deflocculant

    +

    +

    +

    ++

    +

    --

    -

    -

    -

    -

    -

    -

    -

    +

    ++

    +

    --

    --

    -

    -

    -

    Clay Deflocculation

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    Effect of Clay Dispersion/Deflocculation

    on Suspension ViscosityTo increase viscosity

    Increase level of solids

    Add high molecular weight viscosifying polymer

    Flocculate with calcium or other polyvalent cation

    Flocculate with salts

    Flocculate with low pH conditions

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    Effect of Clay Dispersion/Deflocculationon Suspension Viscosity

    To decrease viscosity

    Dilute with water

    Deflocculate with low molecular weight polymers

    Remove calcium by chemical treatment

    Deflocculate with higher pH conditions

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    -+

    ---

    + ++

    +

    --

    -

    -

    -

    -

    - -

    +

    +

    +

    +

    + ++

    + +

    ++

    -

    -

    --

    -

    -

    -

    - -

    +

    +

    +

    + +

    +

    +

    ++-

    -

    --

    ++

    +

    +

    +

    ++

    +

    -

    ---

    -

    -

    -

    -

    -

    +

    ++

    +

    Flocculated clay

    Absorption of low M.W. polymercreates overall negative charge

    resulting in deflocculation

    High M.W. polymeracting as bridgebetween particles

    to form layeraggregate

    - --- - - ---

    Deflocculant Flocculant

    Clay States

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    Na+

    Na+

    Na+

    Na+

    Na+

    Na

    +

    Na

    +

    Na+

    Na+

    Na+

    Na+

    Na+

    Na+

    Na+

    Na+

    Ca++

    Ca++

    Ca++

    Ca++

    Ca++

    Ca++

    Ca++

    + Ca++

    Dispersed sodium

    montmorilonite

    Flocculated systemcaused by calcium

    bridges between particles

    Aggregated calcium montmorilonite

    Clay States

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    Table of Viscosities in Different

    Solutions

    0

    5

    10

    15

    20

    50,000 100,000 150,000 200,000

    1500 3000 4500 6000

    SALT

    CALCIUM

    PPMPPM

    VISCOSITY (cP)VISCOSITY (cP)

    A

    B

    A Dry bentonite in salt solution

    B Dry bentonite in calcium solution

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    Clays in Drilling Fluids

    Clays are added to some water based muds to give :

    Viscosity : Bentonite, Sepiolite / Attapulgite

    Fluid loss control : Bentonite

    Organophilic bentonite added to oil based muds to give viscosity

    and fluid loss control.

    Clays entrained in mud as drilled solids. These give viscosity andfluid loss control.

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    Grades of BentoniteWyoming bentonite

    Pure sodium montmorillonite. This is the best grade of

    bentonite

    API Bentonite

    Is montmorillonite that meets API standards on viscosity and

    filtration control. It may be (and usually is) treated with

    polymers/extenders (Sodium Polyacrylate) to attain the API

    grade.

    OCMA Bentonite

    Calcium montmorillonite