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OTC 23607

Technology Roadmaps as a Tool for the Technology Management Process


in Production Assets
Rodolfo Camacho-Velzquez, Marco Jimnez-Aquino, and Ernesto Villalobos-Luvanos, Pemex E&P

Copyright 2012, Offshore Technology Conference


This paper was prepared for presentation at the Offshore Technology Conference held in Houston, Texas, USA, 30 April3 May 2012.
This paper was selected for presentation by an OTC program committee following review of information contained in an abstract submitted by the author(s). Contents of the paper have not been
reviewed by the Offshore Technology Conference and are subject to correction by the author(s). The material does not necessarily reflect any position of the Offshore Technology Conference, its
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Abstract
In Mexico the production of easy oil will not meet in the future the rising demand of hydrocarbons. Technology is the tool
to drive the national oil company to access more difficult oil supplies. This paper describes the process to determine the
technology needs in Pemex E&P and the set of actions taken to address these needs in order to meet the countrys energy
challenges.
Technology roadmaps, associated to the investment production projects, are a planning tool to implant those technologies that
have and important impact in the development of these projects. It is expected that the use of technology roadmaps will
consolidate the advances and drive the company to the next level of technological performance.
Background
Technology is an important strategic asset for every organization in the oil industry. There is a growing need to include
technological aspects into the strategy and planning procedures in the companies.
As any other company, Pemexs technological plan was developed from its business plan, and it was promoted by the
internal changes that it had experimented by the decline of some of its main fields. The highly productive naturally fractured
reservoirs allowed the company to increase the production to the historical record of almost 3.2 MBPD in 2004. The decline
and maturity of many of the main reservoirs, new findings of increasingly heavier oil, and the development of complex
highly heterogeneous reservoirs, impose another kind of business conditions for the company. Now, Pemex is facing
technological needs associated to efficient exploitation of increasingly heavier crudes, at deeper water depths than before,
exploitation of unconventional reservoirs, like Chicontepec, and the optimum management of mature fields.
During 2004- 2005 the strategic technological effort was materialized and focused in 12 or 15 projects, 5 of them very
important; now, the portfolio has 40 projects, 10 of them important. These conditions enforce to take into account
technologies related to the efficient exploitation of heavy oil fields and how to recover more hydrocarbons in all reservoirs.
To be more efficient in crude extraction under more complex conditions considering subjects like flow assurance, water
control, fluid injection and EOR processes.
In order to accomplish the above objectives it is necessary to select and apply technologies that have been proved to be useful
in the oil industry and had not been applied in Pemex. This requires a careful selection of these technologies and the fields
where these technologies could be tested. Also, it is necessary to identify those needs where there is no technology available
to generate a research and technology development plan.
To achieve that, it was necessary to generate a technology strategy that attended the priority technological challenges that
may reach the established goals of the business plan for the period 2010- 2025.

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Process for the Technology Strategic Program generation


The procedure to establish and apply the technology strategic plan, which indicates the companys technology road and its
technological policy, is conformed in two phases:
I. Technology road map generation (Phaal et. al., 2001).
II. Technology Management Process
In this work it is only described the Technology Road Map subject.
The technology road maps generation consists of four stages defined as follows.
1.- Identify technological strategic areas and corresponding challenges
At this step the technological needs associated to the goals and objectives of the business plan are identified through
workshops between the technical staff from the companys most important Assets that integrates more than the 80% of the oil
reserves and/or production and this allow to identify the thirteen most important technological challenges of the company and
their associated technological needs, which integrates the Assets problematic.
The list of the main technical challenges of the company is as follows:
Static and Dynamic Characterization and Modeling of clastic reservoirs and turbidites
Static and Dynamic Characterization and Modeling of naturally fractured reservoirs
Subsurface Image Enhancement
Secondary and EOR
Completions and intervention design in unconventional well
Water and Gas Control in the well
Well Productivity
Artificial Lift Systems
Sand control and organic/inorganic deposition
Heavy and extra-heavy oil production, processing and transport
Deepwater facilities
Surface Management and disposal of water and gas
Facilities, processes and well monitoring and optimization
The first three are enabler challenges, mainly because they support the rest of the challenges, which are considered critical
challenges, because they have a direct impact on fields production and recovery.
2.- Definition of the technological needs that accurately describes the technological requirements to be
solved and technology maps
For each challenge, a set of specific technological needs were identified for each project. All technological needs were
validated and prioritized according to their impact to the project. In the next figure, it is observed the hierarchy tests that are
performed to establish the importance of the technological needs to be attended with technology maps.

Compartamentalization
DegreeIdentification
Water/Oilcontact
monitoring
SecondaryEnhancement
inMinorFields
NewDrilling/
completionTechnologies
contracts

ResidualSaturationMeasurement
DynamicModelingTechnologies
(hardware&software
EnhancedOilRecovery
WellsAnnularSpaceTightness
WellStimulation
ControlandManagementofWaterand
Gas
Separationanddehydratation ofheavyoils

Low

Criticality

High

Challengeswereclassifiedaccordingtotheirtechnological/process
componentsandcriticality

ProcessChallenge
A Characterization
B Reservoir
C Drill./Wellscompletion

PorousSystemCharacterization
Petrophysical Parameters
Bottomholecloseforpressuretest
SmartandSelectiveCompletions
ArtificialLiftSystems
BECTakinginformationinwells
Warmingfocusedtoseparation
Separationandtreatingofbittergases
withhighN2content
ProcessChallenge
WellProductivity
E Facilities

Thedevelopmentof
theTechnological
Mapswillbefocus
inthetechnological
componentsofthe
maincriticality
challenges
However,its
fundamentalthat
thechallenges
associatedto
processbeattended
inparallel
TheTechnological
RouteMapmust
includeevery
challenge,although
thatthedetaillevel
reachedforeach
onewouldbe
variable.

Figure1. Hierarchy Tests according to technological needs

For each need a set of possible alternatives for technological solution were identified. Tables 3 and 4 illustrate two technical

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challenges with their corresponding technological needs and their associated alternatives for technological solutions.
Table 1 Technical Challenges: Drilling, completion and intervention design for non-conventional wells
Technological Needs
Technological Alternatives
Maximize the contact between well and reservoir

Horizontal / Multilateral Wells + Flow Control Devices +


Inflatable Packers + Sleeves + Radial Well Tractors + Net Tools
+ High Angle Wells + Proppant Shooting + Perforating Shooting

Maximize the contact between well and reservoir in big depths /


high pressure / /high temperature (horizontal, high angle and
multilateral wells)

Horizontal Drilling Tools in HP/HT wells


HP/HT Packers

Remote Operation of the flow devices

Intelligent completions

Access to reservoirs from different formations from one well

Selective Completions
Double Completions
Triple Completions

Well Completion without fixed structures

Submarine Trees Risers

Table2:TechnicalChallenge: Heavy and extra-heavy oil production, processing and transport


Technological Needs

Technological Alternatives

Ensure the high viscosity heavy oil in the well

Chemicals (Chemicals injection enhancers of oil viscosity)


Thinners (Thinners Injection)
Thermal (Conventional isolation, pipe-in-pipe thermal and with
water warming)
Flow Enhancement (Flow assisted by water, coated pipes)

Ensure the high viscosity heavy oil in surface

Oil Enhancement (Retarded coking and hidrotreating)


Chemicals (Chemical Viscosity Enhancers Injection)
Thinners (Thinners Injection)
Thermal (Conventional isolation, pipe-in-pipe, thermal and with
water warming)
Flow Enhancement (flow assisted by water, coated pipes)

3.- Characterization of the technological options that have the possibilities to solve the most important
technological needs
For each technological need selected, a technology map is generated using an intelligence study supported with the
experience provided by experts in this need.
The technology map is a detailed description of each of the alternatives for technological solution of a need, and it contains a
detailed description of the selection criteria of the different alternatives, which includes parameters like technology maturity,
advantages and disadvantages, implementation requirements, best practices, and suppliers if the technology is available or
main research centers if it is on development.
4.- Technology Road Maps Development
Using the technology maps as a framework for the selection of technologies, for each investment project, that integrates the
company portfolio, it is generated a specific technology road map, which allow us to establish a more detailed technological
plan to integrate and correlate the dependence between different technologies and to identify opportunity areas.
The technology road map is the tool that the company uses to define the technologic strategy aligned to the company business
objectives, integrating in an efficient way the technological alternatives in time, taking into consideration the necessary
resources (human and economic) for their implementation, required information, the risk and uncertainty assessment
associated to the process and their corresponding impact in time related to production, reserves and costs.
During the technology road map generation process, technological projects, associated to the investment project, are
documented. These technological projects consider the implementation plans, which includes technologies pilot testing, and
they are the mechanism to access the resources and warrantee that the critical route selection of the technological alternatives
is followed.

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In the next figure it is shown the process to generate a technology road map and associated technological projects.
Identifyinggapsin
projects

Challenges
andNeeds
Identification

Technologic
RoadMaps
Development

Technological
Projects
Documentation

Indentified
Technologies
Mapping

TechnologicRoadMap
Productiongoals,
reservesand
costsanalysis,
andits
compliance
projections

Identificationand
detailed
descriptionofthe
challengesend
needsaligned
withtheproject
accomplishment
gaps.

Criticalgaps
identification
thatmustbe
closedby
technological
elements.

Technological
Projects

Technological
Maps
developmentfor
eachindentified
need.
Technological
alternatives
analysisand
selection

Selectionated
Technologies
integratedintoa
singleplan.
Dependencies
consideration
valuechain
implications,
resourcesand
necessary
knowledge,and
itsimpactand
riskintheproject

Critical
technologies
integrationina
single
implementation
plan.
Solutiontothe
criticalproblems
alongtheproject
life.

Figure2. Process to generate a technology road map and associated technological projects.

The technological projects are the must viable mechanism to give support to the technological management process.
Once generated the technological projects of each investment projects, by means of a hierarchy process and using the
committed goals in the companys business plan, are integrated to obtain the technological projects portfolio.
Concluding Remarks:
Next figure summarizes the technology strategy through three main components: 1) development of technology route maps
for each project, 2) development of technology maps for the company priority technological challenges, and 3)
implementation of best practices in technology management. This work has tried to describe the first two components.

Componentsfortheimplementationofthetechnologystrategy
Technicalchallengesof
explotation ofPEP

Technical
challenges,
ProjectA 1

MainCompany
technologicalchallenges

Technical
challenges,
ProjectB 1
Technical
challenges,
ProjectC 1
Technical
challenges,
ProjectN 1

Activities

TechnologicRoad
MapsDevelopment
ofexplotation

Implementationof
improvementsto
theTechnology
Management

Technologymaps
developmentfor
priority
Technological
challenges

TechnologyManagement
Figure3. Components for the implementation of the Technology Strategy

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Acknowledgments
The authors appreciate the support of Pemex E&P for completing this work.
References
R. Phaal, C. Farrukh, D. Probert : T-Plan. The Fast Start to Technology Roadmapping. Planning Your Route to Success, 1902546-09-01, Institute for Manufacturing, University of Cambridge, Mill Lane, Cambridge, UK (2001)