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G R A PHICAL ABSTRACT
Keywords: Wellbore instability frequently occurs in shale formation when water-based drilling fluids (WBDFs) are used. To
Graphene oxide mitigate and avoid the wellbore instability of shale formation, graphene oxide (GO) was used to plug the nano-
Stabilizing shale sized pores, to inhibit water invasion into shale, and to prevent clay minerals of shale swelling. The GO was
Water-based drilling fluids prepared and characterized by Fourier transform infrared spectroscopy (FTIR), X-ray diffraction (XRD), and
transmission electron microscopy (TEM). The linear swelling tests, filtration experiments, imbibition tests and
uniaxial compressive strength measurements were conducted to systematically evaluate the protection of GO
sheets on shale. Meanwhile, other commonly used shale inhibitors and nanomaterials (nano-silica) were com-
pared with the GO. The results indicated that GO exhibited an improved performance on preventing clay mi-
nerals from swelling, plugging nano-sized and micron-sized pores, inhibiting water invasion into the interior of
the shale core, and maintaining the shale strength, compared to the commonly used inhibitors. The GO sheets
form the large and unbroken film to protect the shale, and the soft and flexible GO sheets can easily deform to
plug and fill the different shapes of shale pores. Therefore, GO displays great potential to protect and stabilize
shale in WBDFs.
⁎
Corresponding authors.
E-mail addresses: petroleumliang@126.com (G. Jiang), p.luckham01@imperial.ac.uk (P.F. Luckham).
https://doi.org/10.1016/j.colsurfa.2020.125457
Received 2 July 2020; Received in revised form 7 August 2020; Accepted 12 August 2020
Available online 19 August 2020
0927-7757/ © 2020 Elsevier B.V. All rights reserved.
K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
to the environment and costly, which restricts their application [8]. performance of GO sheets. The linear swelling test was conducted to
Consequently, in recent years, considerable research has been devoted evaluate the inhibitive performance of GO suspensions for compacted
to the development high-performance water-based drilling fluids sodium bentonite pellets. Additionally, the plugging performance of GO
(WBDFs) in the process of drilling shale formation [9,10]. Therefore, it sheets was demonstrated through the filtration test in different pores.
is very important to reduce and prevent the shale-water interaction for Furthermore, imbibition experiments were carried out to test the in-
WBDFs during shale drilling. vasion of water into the shale cores. Meanwhile, the uniaxial com-
Shale is mainly made up of clays, mud, and silts, and contains na- pressive strength of shale cores was measured to evaluate the effect of
noscale pores and throats [11]. Water of WBDFs can penetrate into the water invasion on shale strength. Finally, the underlying mechanism of
shale under the hydraulic pressure of drilling fluids and osmotic pres- GO sheets for protecting shale has been proposed.
sure through the nanoscale pores and throats [12]. The invasion of
water causes the hydration and swelling of clay minerals of shale, 2. Materials and methods
especially montmorillonite, leading to shale dispersion and wellbore
instability. Accordingly, it is necessary to prevent water from invading 2.1. Materials
into shale through these nanoscale pores and throats. However, the
conventional plugging additives such as asphalts and fine calcium The graphite powder (325 mesh), concentrated sulfuric acid
carbonate are of the micron scale which do not match with the na- (H2SO4, 98%), sodium nitrate (NaNO3), potassium permanganate
noscale pores of shale, and fail in effectively plugging the pores. (KMnO4), hydrogen peroxide (H2O2, 30 wt%), and hydrochloric acid
Therefore, it is necessary to develop nanoscale materials to plug the (HCl, 36 wt%) were obtained from Modern Oriental Inc. (Beijing,
nanoscale pores of shale. China). Nanosilica with average diameter of 100 nm was supplied by
Silica nanoparticles have been reported as suitable plugging ad- Energy Chemical Inc. (Shanghai, China). Polyether diamine (PEA) with
ditives to fill into the pores and cracks of shale; they can reduce the molecular weight of 230 Da was purchased from Aladdin Chemical Inc.
permeability, hinder pressure spreading and finally inhibit shale swel- (Shanghai, China). The sodium bentonite (Na-BT), consisting of 71.7 %
ling [13–15]. However, the silica nanoparticles tend to aggregate and montmorillonite, was obtained from Huawei New Materials Technology
precipitate in water because of their high specific surface area and Co., Ltd (Weifang, China). The shale core samples were from Sichuan
energy [16,17], leading to a reduction of the plugging performance province of China, and the mineral compositions of the shale cores are
[18]. In addition, the silica nanoparticles are rigid and not able to de- shown in Table 1.
form easily, which is not beneficial to the sufficient interaction with the
shapes of the pores and cracks in shale [19]. Consequently, the plugging
2.2. Preparation of GO
performance of the silica nanoparticle is weakened to a certain extent.
Therefore, it is necessary to develop more suitable nanomaterials to
The GO was prepared according to Hummer’s method [33]. The
plug shale pores.
detailed process was as follows. One gram of graphite powder and 0.5
Graphene is a two-dimensional nano-sheet carbon material; it ex-
grams of NaNO3 were added into a three-necked flask containing 23 mL
hibits many exciting properties, and has attracted intense attention
of concentrated sulfuric acid with stirring, and the three-necked flask
from physicists, chemists, materials scientists, and other industrial
was placed in an ice-bath (0 °C). Then, 3 grams of KMnO4 was slowly
fields [20,21]. Graphene oxide (GO) is usually used as a precursor in the
added into the flask with care being taken to prevent the temperature of
production graphene by chemical oxidation-reduction. GO contains
the mixture exceeding 20 °C. After 30 min, the flask was removed from
oxygenated functional groups on its basal plane and edges, which is
the ice-bath and placed in a water-bath and heated to 35 °C for 1.5 h,
very beneficial to stably dispersing the sheets into water and chemical
during which time the mixture became pasty. Then 46 mL of deionized
modification [22]. The apparent thickness of a GO sheet is approxi-
water was then slowly added into the flask with vigorously stirring, and
mately 1 nm, while its lateral dimensions can range from the nanoscale
the temperature increased to 98 °C for 30 min, after which a further 140
to microns [23,24]. In addition, the GO sheet is soft and flexible [25].
mL of deionized water was added into the flask. After adding 5 mL of
These intriguing properties of GO promote its application in the field of
H2O2 into the flask, the mixture became brilliant yellow. The mixture
drilling fluids [26].
was then centrifuged at 10000 rpm for 20 min, and the precipitate was
Kusrini and co-workers utilized industrial aluminum wastes (the
then redispersed in 5 wt% aqueous hydrochloric acid to remove metal
spent pot lining or graphite electrode) to prepare the GO, and demon-
ions. The dispersion was then re-centrifuged and washed with deio-
strated the GO, as an additive, could improve the rheological proper-
nized water at least three times to remove the acid. Finally, the pre-
ties, fluid loss control performance, and lubricity ability of WBDFs [27].
cipitate was freeze-dried at -50 °C under a vacuum for 24 h using a
Furthermore, GO has been reported as a high-performance fluid loss
FreeZone 4.5 freeze dryer (Labconco, USA), and the dried product was
control additive in WBDFs, producing a lower filtrate volume and a
put into a sealed bag; the GO powder was obtained by slightly
more compact and thinner filtration cake than polymeric fluid-loss-
squeezing the bag.
control additives [28,29]. As for the shale stability, the GO was used as
a transport vehicle to carry the specific chemistry to the shale surface
for improving the inhibition [30]. However, there was no investigation 2.3. Characterization of GO
of the plugging performance of GO. An et al. used ethylenediamine to
modify GO and obtained EDA-G, and the results indicated EDA-G could 2.3.1. Fourier transform infrared spectroscopy (FTIR)
adsorb on the surface of shale, forming a tight film to plug the na- The FTIR spectrum of the GO was recorded by a Magna-IR 560
noscale pores and exhibiting excellent inhibitive performance [31]. spectrometer (Nicolet, USA) with the spectral range of 4000-400 cm-1
However, there are safety issues with ethylenediamine as it is flam- and a resolution of 2 cm-1. The test sample was prepared by fully
mable and likely to cause an explosion. Subsequently, An and co-
workers investigated the interaction mechanisms of GO and mon- Table 1
Main mineral composition of the shale cores.
tmorillonite to explain how GO works in inhibiting shale swelling and
dispersing [32]. However, there are few reports to specifically in- Component Quartz Sodium feldspar Calcite Dolomite
vestigate the GO for stabilizing shale, such as preventing montmor-
Content (%) 37.1 4.7 6.8 5.5
illonite from swelling, plugging shale pores, and improving the shale
Clay minerals Kaolinite Illite Chlorite I-S mixed layer
stability. Content (%) 3.6 10.2 6.6 20.4
The aim of this study is to investigate the plugging and inhibitive
2
K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
blending 2 mg of GO powder with 200 mg KBr, and then the mixture 2.7. Uniaxial compressive strength measurements
was filled into a mold and compressed by a hydraulic press under 50
MPa. The decrease of shale strength could easily lead to wellbore in-
stability. Therefore, the uniaxial compressive strength of shale was
measured to evaluate the strength variation of shale. In this test, the
2.3.2. X-ray diffraction (XRD)
shale cores were placed into suction bottles with a 0.05-MPa vacuum
The XRD analyses of the GO and graphite were conducted with a D8
degree, and this bottle was full of pure water, 4 wt% Na-BT, 3 wt%
Advance Diffractometer (Bruker, Germany) using Cu-filtered radiation
nano-SiO2, or 0.6 wt% GO suspensions. After the shale cores were im-
(λ =1.5406 Å). The scan range (2 ) was from 5° to 35° with a scan
mersed into one of these suspensions under a 0.05-MPa vacuum degree
speed of 2° min-1. The GO and graphite powders were filled into sample
for 5 h, the uniaxial compressive strength of these shale cores were
cells respectively and compacted by a glass sheet. The basal spacing was
measured according to the Chinese standards (GB/T 23,561.7-2009).
calculated through Bragg’s equation.
The uniaxial compressive strength was calculated by the following
equation:
Rc = ◊1
2.3.3. Transmission electron microscopy (TEM) P
The TEM analysis of GO was performed using a F20 transmission (2)
F
electron microscopy (FEI, USA) at a 20 kV accelerating voltage. The GO
powder was dispersed into deionized water with a vigorous stir for 2 h where R c (MPa) is the uniaxial compressive strength, P (kN) is the
to prepare the 0.1 wt% GO dispersion, followed by adding nine times failure load of shale cores and F (cm2) is the initial pressure bearing
the volume of deionized water for diluting and then ultrasonication for area of the shale cores [34].
30 min. A drop of the GO dispersion was dripped onto a carbon film
supported on a copper grid and dried at room temperature. 3. Results and discussion
The samples of GO, Na-BT and nano-SiO2 that were used for mi-
crostructural analyses had the same concentration (0.06 wt%). After 3.1. Characterization of GO
stirred for 3 h, the samples were directly dripped onto the carbon film
respectively and dried at room temperature, followed by the TEM 3.1.1. FTIR spectrum
analysis. The FTIR spectrum of GO is shown in Fig. 1. The peak at 3421 cm-1
2.4. Linear swelling tests represents the C = C from sp2 bonds. The signal at 1062 cm-1 belongs to
the vibration of C O [29,35]. The FTIR results confirm oxygenated
The linear swelling test was performed by a CPZ-2 dual-channel functional groups have been introduced into GO.
linear swelling meter (Tongchun, China) to evaluate the inhibitive
performance of GO for the compacted Na-BT pellet. Meanwhile, other 3.1.2. XRD
commonly used shale inhibitors and the nano-SiO2 were also employed
a strong peak at 2 = 26.5° in the curve of raw graphite, according to
The XRD curves of the graphite and GO are shown in Fig. 2. There is
for comparison. In this test, 5 g of Na-BT was pressed under 10 MPa
pressure for 5 min to obtain the Na-BT pellet. After the pellet was the Bragg’s equation, which corresponds to the interlayer space of 0.33
placed into the instrument, 20 mL of GO dispersions, or other inhibitor
appears, and a peak at 2 = 10.8° occurs, corresponding to an interlayer
nm. Whereas, in the curve of GO, the strong peak of graphite dis-
solutions, were added to make the Na-BT pellet immersed in those li-
quid. Then the swelling height of the Na-BT pellet was continuously space of 0.82 nm, which is in the reported interlayer space range of GO
recorded for 24 h. The linear swelling rate is calculated by the following [36,37]. Due to the existence of oxygenated functional groups in GO,
equation: the interlayer space of GO has significantly increased compared with
Two kinds of filter paper were used in the filtration test to in-
vestigate the plugging performance of GO for different pores. One was
American Petroleum Institute (API) standard filter paper with 2.7 µm
pore size, and the other was a Teflon filter paper (Minglie, China) with
80 nm pore size. The filtration test was conducted using an API filter
press under 0.69 MPa pressure supplied by nitrogen. The filtration
volume was recorded with time. Fig. 1. FTIR spectrum of GO.
3
K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
h, which was much high than others. The swelling rate of Na-BT pellets
after 24 hours in 2 wt% KCl, 2 wt% nano-SiO2, 2 wt% PEA, and 0.6 wt%
GO was 79%, 113%, 74%, and 59%, respectively (Fig. 4a). The Na-BT
pellet immersed in 0.6 wt% GO suspension showed the lowest swelling.
Consequently, the swelling behavior of Na-BT pellets in different con-
centrations of GO suspensions was investigated. The swelling rate of
Na-BT pellets gradually decreased with increasing GO concentrations.
When the concentration of GO was 0.2, 0.4, 0.6, and 0.8 wt%, the
swelling rate was 111%, 75%, 59%, and 23%, respectively, after im-
mersion for 24 h (Fig. 4b). With an increase of GO concentrations, more
and more GO sheets could adsorb and cover on the surface of the Na-BT
pellet, which prevented water from penetrating into the interior of Na-
BT pellets and significantly reduced their swelling.
4
K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
Fig. 4. (a) Linear swelling rate of Na-BT pellets in pure water, KCl, nano-SiO2, PEA, and GO aqueous solutions; (b) linear swelling rate of Na-BT pellets in GO
suspensions with different concentrations.
Fig. 5. Filtration volume of Na-BT suspensions with GO or nano-SiO2 through the API filter paper (a) and nano-pore filter paper (b).
5
K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
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K. Wang, et al. Colloids and Surfaces A 606 (2020) 125457
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