Progress on clay swelling inhibitors: a comprehensive review

Abstract

Relevance. It is known that swelling of a well wall due to the presence of water negatively affects drilling operations, causing a significant increase in their material costs. The use of various inhibitors prevents this effect and the drilling mud reacting on wellbore narrowing. In this sense, the problems of developing polymer, amino-, ionic liquid and shale inhibitors of surfactants considered in the article are very relevant and of practical interest to oil engineers in terms of the prospects for fundamental and applied researches of these issues. Aim. To study the possibilities of existing approaches and methods that determine the characteristics of the main clay swelling inhibitors, the regularities of changes in the properties of traditional and non-traditional clay materials, as well as the mechanisms of clay swelling with the identification of the most characteristic group of these inhibitors. Object. Processes of minimizing the effect of wall narrowing as a result of exposure to inhibitors. Methods. Systematic, critical and comprehensive analysis of modern data on clay swelling inhibition in the field of drilling muds. Results. The authors have carried out the detailed analysis of clay swelling. The paper discusses the characteristics of inhibitors required to prevent swelling, in the structure of which nitrogen and ionic liquids are contained. It is noted that a high-quality clay swelling inhibitor should include in its base a water-soluble bulk molecule with a distinct hydrophobic and hydrophilic structure; have characteristics, which allow replacing the hydrated cations of the intermediate layer with some hydrophobic cations, such as ammonium ions instead of sodium ions; differ in the ability to disperse multiple cations well. It was found that functional groups that support inhibitor binding to the siloxane groups of the clay are able to significantly expand clay swelling.