Ho Ching Shearn
Ho Ching Shearn
Ho Ching Shearn
by
JANUARY 2010
31750 Tronoh
by
Ho Ching Shearn
(CHEMICAL ENGINEERING)
Approved by,
_____________________
i
CERTIFICATION OF ORIGINALITY
This is to certify that I am responsible for the work submitted in this project, that the
original work is my own except as specified in the references and acknowledgements,
and that the original work contained herein have not been undertaken or done by
unspecified sources or persons.
____________________
HO CHING SHEARN
ii
ABSTRACT
A drilling fluid, or mud, is any fluid that is used in a rotary drilling operation in which
that fluid is circulated or pumped from the surface, down the drill string, through the bit,
and back to the surface via the annulus.
Drilling fluid is crucial for a successful drilling program. From functioning to transport
the rock cuttings to surface, its applications have become more diverse nowadays as the
drilling operations are becoming more and more complex. One physical property of a
drilling fluid critical to carry out many of the desired functions is its density.
Among the additives that are designed to give certain properties to drilling fluid, a
weighting agent is used to increase the density of drilling fluids while minimizing the
increase in the resistance to flow of the drilling fluid. Several minerals have been
identified to be potentially used as weighting agents including barite, hematite, dolomite
and illmenite. However, a combination of factors has made barite to be the most preferred
choice compared to others. A drilling grade barite normally includes at least 85% by
weight particles less than 75 microns and greater than 6 microns in equivalent spherical
diameter [6]. (Nattier & Shumate, 2003)
Naturally occurring barite contains 50-70 percent BaSO4. The remaining impurities are
quartz and various silicates that may include dispersible clays. In order to be used as
drilling-grade barite, the barite ore must meet the physical and chemical requirements as
dictated in API 13-A: Barite physical and chemical requirements. [3]
iii
ACKNOWLEDGEMENT
I would like to extend my gratitude to the coordinators of the Final Year Project from the
Chemical Engineering Department, namely Mr Mohd Tazli, Assoc Prof Dr Thanabalan
Murugesan, Dr Khalik b Mohd Sabil, and Dr. Mohanad M.A.A El-Harbawi for their
dedication and efforts in guiding me into better understanding about this research-based
course.
I would also like to thank my supervisor, Ap Dr Chow Weng Sum for his guidance,
advices, assistance and support throughout the project. He had suggested me to take on
this project and has since been very kind to help in various ways.
Besides that, I am also grateful to the lab technician, Cik Imma who had allowed me to
carry out my laboratory testing in the geo-technical laboratory. She had been very sincere
and helpful.
My appreciation is also extended to the family members and fellow friends who had
given moral support to motivate me to pursue to greater heights in our project.
iv
TABLE OF CONTENT
vi
LIST OF TABLES
Table 2.1: Barite physical and chemical requirements ..................................................... 11
Table 2.2: Materials used to increase the density of drilling fluids .................................. 11
Table 4.1: Raw and calculated data of particle density experiment for all the barite
samples .............................................................................................................................. 18
Table 4.2: Raw and calculated data of (% finer, S6) experiment for Terengganu barite . 20
Table 4.3: Raw and calculated data of (% finer, S6) experiment for Pahang barite ......... 20
Table 4.4: Raw and calculated data of (% finer, S6) experiment for China barite ........... 21
Table 4.5: Raw data and calculated data of (% finer, S6) experiment for Cambodia barite
........................................................................................................................................... 21
Table 4.6: Raw and calculated data of (% finer, S6) experiment for Kelantan barite ...... 21
Table 4.8: Raw and calculated data of residue of diameter greater than 75μm Experiment
........................................................................................................................................... 23
Table 4.9: Elemental analysis of barites from different locations using XRF .................. 25
LIST of FIGURES
Figure 4-1: Density of barites from different locations .................................................... 19
Figure 4-3: Residue of diameter greater than 75μm for barite from different locations .. 24
vii
CHAPTER 1.
INTRODUCTION
Nowadays, drilling fluid has very diverse applications in rotary drilling operations, among
which including to cool and lubricate the drill bits, to transport the rock cutting from
downhole to surface, to counter the downhole pressure and the likes.
In this respect, the governing parameter of drilling fluid is its density, which is controlled by
the addition of weighting agent. Several minerals have been used by the industry to raise the
density of drilling fluid, but barite is the most preferred among all.
1
1.2. Problem Statement
The use of barite (Barium Sulfate, BaSO4) as weighting agent in drilling fluid is thus far the
most widespread compared to any other minerals such as hematite (Fe2O3), illmentite
(FeO.TiO2), siderite (FeCO3), dolomite (CaCO3 MgCO3), calcite (CaCO3), gelena (PbS),
and etc. The reason is because that barite is highly dense and chemically inert in addition to
its availability in abundance, relatively non-abrasiveness and moderate cost.
Barite is a dense mineral comprising barium sulfate (BaSO4) that commonly associated with
a range of accessory minerals, such as quartz, chert, dolomite, calcite, siderite and metal
sulfides. Being used as a weighting agent for all types of drilling fluids, barites are mined in
many areas worldwide and shipped as ore to grinding plants in strategic locations. Pure
barium sulfate has a specific gravity of 4.50 g/cm3, but drilling-grade barite is expected to
have a specific gravity of at least 4.20 g/cm3 in accordance to API specifications.
Contaminants in barite, such as cement, siderite, pyrrhotite, gypsum, anhydrite and more
remarkably soluble calcium, can cause problems in certain mud systems and should be
evaluated in any quality assurance program for drilling-mud additives.
2
1.3. Objectives and Scopes of Study
The objective of this final year project is to evaluate and to ascertain the suitability of
ground barites from East Coast of Peninsular Malaysia as weighting agent in drilling fluid.
On top of that, it is also aimed to compare the properties of the Malaysian barites with those
of China and Cambodia barites as these two countries are supplying drilling grade barite to a
mineral company in Terengganu in light of barite shortage in Malaysia.
The scope of study mainly focuses on the laboratory tests which look into the properties of
the barite samples and subsequently compare the results with the specifications with regard
to the barite physical and chemical requirements as dictated by API 13A, Section 2.
3
CHAPTER 2.
LITERATURE REVIEW
Success in drilling a hole through the earth’s crust depends significantly on the performance
of the fluid being circulated down the rotating drill pipe, through the bit, and up the annular
space between the pipe and the formation or steel casing, to the surface in a continuous loop.
Historically, the first purpose of drilling fluid was to serve as a vehicle for removal of
cuttings from borehole, but now it serves diverse applications.
4
Assist in formation evaluation by facilitating the collection and interpretation of
information available from drill cuttings, cores and electrical logs
The following side effects should be minimized when using drilling fluid to accomplish the
above functions: (1) formation damage, especially those that may be productive; (2) casing
and drill string corrosion; (3) penetration rate reduction; (3) circulation, surge, and swabbing
problems (suction); (4) lost circulation; (5) drill string stuck; (6) well bore erosion; (7) mud
pump wear; (8) cement and environmental contamination.
Pore pressure is the pressure exerted by the fluids in the pores of the formation. It is a
function of the depth of the porous medium, the density of the formation fluids, and the
density of the overlying rock, whether the rock is self-supporting or is supported by the fluid,
tectonic activity and surface terrain.
5
2.3. Formation Pressure Control
Hydrostatic pressure is the force a stagnant fluid exerts on the sides and bottom of a
container. The column of drilling fluid in the hole exerts a hydrostatic pressure which
increases with the true vertical depth of the hole and the density of the fluid. This can be
expressed with the following formulas:
This pressure is used to control the flow of formation fluid into the wellbore and to prevent
lost circulation, hole instability, and stuck pipe. If the pressure exerted by the mud column
in the wellbore is insufficient, the formation fluids (liquid or gas) will flow toward the
wellbore. In the extreme case, failure to maintain adequate fluid density can lead to a
catastrophic, uncontrolled inflow of gas or oil known as “blow-out” A blow-out is an
uncontrolled escape of drilling fluid, gas, oil, or water from a well, caused by the formation
pressure being greater than the hydrostatic head of the fluid in the hole.
If the formation is mechanically stressed, as a result of exerting pressure greater than the
hydrostatic pressure, the walls of the wellbore will tend to collapse and result in borehole
instability. On the other hand, if the hydrostatic pressure is greater than the pore pressure,
lost circulation and/or stuck pipe may occur. Also, if the hydrostatic pressure exceeds the
fracture pressure of the formation, an induced fracture can result in similar problems of
stuck pipe and lost circulation.
6
2.4. Density of Drilling Fluid
Being required to perform a wide range of functions, drilling fluid inevitably has complex
formulation which is specific to different geologic situations. There are four dominant
properties of drilling fluids that should be controlled to address the necessary functions in
the various geological situations: (1) density; (2) viscosity (rheological properties); (3) fluid
loss (filtration); (4) inhibition.
Hereinafter, the focus will be on the density property of drilling fluid which plays important
roles to: (1) to control the pore pressure to prevent inflow of formation fluid; (2) to lay down
a thin, low-permeability filter cake on the wall of the hole; (3) to maintain hole stability,
especially in the case of plastic formations like rock salt and unconsolidated formation.
By convention, density is called the mud weight, which is measured in pounds per gallon
(lbm/gal, or ppg), grams per cubic centimeter (specific gravity [sg]), or, occasionally,
pounds per cubic foot (lbm/ft3), pounds per square inch per thousand feet (lbm/in.2/1000 ft),
or kilograms per cubic meter (kg/m3).
When drilling, the downhole pressure varies for different depth and different geologic
conditions. Correcting the density of the drilling fluid plays a key role in balancing
formation pressures. The rule of thumb is to maintain the mud weight high enough to
control formation fluids, but not so high as to induce fracture which causes formation
damage in terms of reduced permeability. Hence, the mud weight must be below the fracture
point of the weakest formation, but above the highest pore pressure observed.
7
WS Training (2003) points out that for determining appropriate mud weight, the equivalent
[4]
circulating density (ECD) must be taken into account to avoid fracturing the formation .
ECD is defined as the sum of hydrostatic pressure resulting from the column of mud (and
cuttings) in the annulus, plus the pressure drop in the annulus during circulating. ECD is
calculated by adding the mud weight to the pressure loss in the annulus and dividing by the
true vertical depth multiplied by 0.052. Mathematically, ECD is given as the following.
Pressure loss in the annulus is due to the frictional forces on the mud as it moves up the
annulus and is dependent on the velocity, density, flow properties, and geometry of the hole.
There should be at least 0.5 lbm/gal (0.0599 g/cm3) equivalent mud weight between the
equivalent circulating density and fracture pressure. Between the pore pressure and ECD, a
0.2- to 0.5-ppg equivalent differential pressure should be kept as a safety margin. However,
the differential pressure should be kept as low as possible to improve the rate of penetration
whereby the lower the differential pressure, the faster the penetration. In fact, there are some
situations where a negative differential is used to drill, such as in hard formations, some
reservoirs, or lost circulation zones. This technique of drilling is called underbalanced
drilling (UDB).
Excessive drilling fluid density has several setbacks including: (1) if the mud weight is too
high, there may be an increased chance of exceeding the fracture gradient, which can cause
lost circulation; (2) stuck pipe may occur due to differential pressure sticking, which means
the force that holds pipe against the wall of the hole, due to the differential between
formation pressure and hydrostatic pressure; (3) decreased rate of penetration (ROP); and (4)
unnecessarily increase the mud costs.
8
2.5. Characteristics of Barite
Barite (Barium Sulfate, BaSO4) composes of 58.84% Barium, 13.74% Sulfur, and 27.42%
Oxygen. It is the primary ore of barium. The Mohs hardness of barite is 2.5 – 3.5.
Barite is a relatively inert mineral with a high density. It virtually insoluble in water, and
does not react with other components of the mud. Calcium sulfate, sometimes present as
gypsum or anhydrite associated with barite, is objectionable as a contaminant of lightly-
treated, fresh water mud. Sulfide minerals, such as pyrite and sphalerite, if present, may
undergo oxidation with the formation of soluble salts that adversely affect the mud
performance.
Barite most often occurs in hydrothermal veins and as veins in limestone. Commercial
deposits of barite occur as vein or cavity-filling deposits, residue deposits, and bedded
deposits.
In many drilling situations, it is necessary to increase the density of the fluid by adding so-
called “weighting materials”. Any substance that is denser than water and that does not
adversely affect other properties of the mud can be used a weighting agent.
Weighting materials are various inert, high-density particulate solid materials with a normal
particle size smaller than 75 microns and preferably smaller than 50 microns. Finely ground
[6]
barite, hematite and ilmenite are some examples of known weighting materials . (Nattier
& Shummate, 2003)
Several factors in addition to chemical inertness and specific gravity affect the use of a
substance as a weighting material. First, the substance should be available in large
9
quantities. It should be easily ground to the preferred particle-size distribution, and
relatively nonabrasive. It should also be moderate in cost, and not injurious or
objectionable to the drilling crew or the surroundings. Consideration of these factors,
along with chemical inertness and specific gravity, has made barite the only mineral now
used in significant quantities in the United States to raise the density of mud. (p.545)
Barite is the only material which is used in substantial quantities to increase the density
of mud. Consequently, the commercial product has been tested extensively for many
years in an effort to define suitable specifications. (p.134)
Pure barium sulfate has a specific gravity of 4.50 g/cm3, but drilling-grade barite is expected
to have a specific gravity of at least 4.20 g/cm3 to meet API specifications. Because of
mineral impurities, commercial barite may vary in colour from off-white to grey to red or
brown. Common accessory minerals are silicates such as quartz and chert, carbonate
compounds such as siderite and dolomite, and metallic oxide and sulfide compounds.
Although these minerals are normally insoluble, they can, under certain conditions, react
with other components in some types of drilling fluids and cause adverse changes in the
drilling fluid properties. These contaminants can cause problems in certain mud systems and
should be evaluated in any quality assurance program for drilling-mud additives.
The presence of certain accessory materials in a barite can produce undesirable performance
in some drilling fluids. These accessory materials include naturally occurring minerals such
as gypsum (calcium sulfate dihydrate, CaSO4.2H2O), siderite (iron carbonate, FeCO3),
dolomite (calcium magnesium carbonate, CaMg(CO3)2) and pyrrhotite (iron sulfide).
Gypsum is somewhat soluble in water and releases ions of calcium, one of the alkaline earth
metals. Other minerals such as siderite, dolomite, and pyrrhotite, though not soluble in water
to a significant degree, can release their anions in the presence of hydroxyl ions. Carbonate
ions are released from siderite and dolomite in the presence of hydroxyl ions, and sulfide
ions are released from pyrrhotite at high temperature in combination with high pH.
Barites are mined in many areas worldwide and shipped as ore to grinding plants in strategic
locations, where API specifies grinding to a particle size of 3 to74 microns.
10
According to API Specification 13A, Section 2 (Specifications for Drilling-Fluid Materials)
published in February 2004, for use as drilling-grade barite, the naturally occurring barite
should conform to four physical and chemical requirements as given in Table 2.1. [3]
Requirement Standard
Note: Devised by German mineralogist Friedrich Mohs, the Mohs Scale grades minerals on
[9]
a comparative scale from 1 (very soft) to 10 (very hard) . The scale states that a mineral
of a given hardness rating will scratch other minerals of the same rating, as well as any
minerals of a lower hardness rating.
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2.7. Effect of Size of Weighting Agent Particles on Drilling Fluid
Particle size and density determine the mass of the weighting agents, which in turn
correlates to the degree of sag. Sag is sediment arises from the settling out of particles
(weighting agents and cuttings) from the wellbore fluid. It can lead to a multitude of well-
related problems such as lost circulation, loss of well control, stuck pipe, and poor cement
jobs. It is influenced by a variety of factors related to operational practices or drilling fluid
conditions such as: low-shear condition, drillstring rotation, time, well design, drilling fluid
formulation and properties, and the mass of weighting agent.
Massam, Browne, & Kapilla (2005) states that although it follows that lighter and finer
particles will sag less in theory, conventional view is that reducing weighting agent particle
size causes an undesirable increase in the fluid’s viscosity, particularly its plastic viscosity
[5]
. Plastic viscosity is generally perceived as a measure of the internal resistance to fluid
flow that may be attributable to the amount, type or size of the solids present in a given fluid.
It has been theorized that this increase in plastic viscosity attributable to the reduction in
particle size, and thereby increasing the total particle surface area due to a corresponding
increase in the volume of fluids, such as water or drilling fluid, absorbed to the particle
surfaces. Thus, particle sizes below 10μm have been disfavored.
Because of the mass of the weighting agent, various additives are often incorporated to
produce a rheology sufficient to allow the wellbore fluid to suspend the material without
settlement or “sag” under either dynamic or static conditions. Such additives may include a
gelling agent, such as bentonite for water-based fluid or organically modified bentonite for
oil-based fluid. A balance exists between adding a sufficient amount of gelling agent to
increase the suspension of the fluid without also increasing the viscosity resulting in reduced
pumpability. One may also add a soluble viscosifier such as xanthan gum to slow the rate of
sedimentation of the weighting agent.
12
2.8. Density and Flow Property of Drilling Fluid
Nattier & Shumate (2003) discussed in their paper that as a result of large quantities of
weight materials which are often added to drilling fluids, the impact of a weight material on
the flow properties (such as viscosity) of a drilling fluid is a major concern [6]. It is necessary
that the required amount of weight agent can be added with a minimum adverse increase in
the resistance to flow of the fluid. There is also an upper limit to the amount of weight
material that can be added to a drilling fluid before it becomes too thick to be of any
practical use.
Various approaches have been devised to provide the desired density with a minimum
thickening of the drilling fluid. One obvious approach has been to utilize weight materials of
increasingly higher specific gravity to reduce the quantity of weight materials needed to
achieve a given drilling fluid density. Another method is disclosed in U.S Pat. No.
5,007,480 for using a manganomanganic oxide (Mn3O4) particulate material having a
particle size of at least 98% below 10 microns in combination with conventional weight
materials such as barite to obtain a drilling mud with a higher density than what is possible
using barite alone. Moreover, chemical dispersants are also used to thin the drilling fluid.
13
2.9. Effect of Water-soluble Alkaline Earth Metals (Ca2+) Content on Drilling Fluid
Asides from flow rate, a fairly high viscosity is necessary to clean the hole. When the
circulation is stopped, the rock cuttings fall back down the hole. Some problems may arise
from this phenomenon including bridging off of the wellbore, stuck pipe, hole fill and loss
of hydrostatic pressure.
Ideally, the viscosity should be high enough to assist in cuttings removal by carrying the
cuttings to the surface and to support weighting materials such as barite. Appropriate gel
strength should suspend weighting agents, such as barite, but avoid significantly increasing
wellbore pressure when breaking circulation. Gel strength is a measure of a fluid’s ability to
hold particles in suspension.
Bentonite, an additive commonly used for viscosity and fluid loss control in some water-
based muds, is sensitive to water contamination. The pH, hardness, and salt content of the
make up water determine the yield and performance of the bentonite clay. Hard water, due
to the presence of dissolved calcium salts, can result in unsatisfactory performance of
bentonite clay mud. Calcium salts impair the suspending and sealing properties of bentonite
clay. Soda ash is used to treat hard water usually 1 to 2 pounds of soda ash will be sufficient
treat for both high pH and hardness.
On other note, the efficiency of bentonite is also affected by the pH range, whereby low pH
and extremely high pH water will adversely affect the bentonite clay performance. The pH
of the make up water should be within the alkaline range. On the pH scale, the acidity range
is from less than 1 to just below 7. The alkalinity range is just above 7 to 14. A pH of 7 is
considered neutral. The pH desired for mixing bentonite clay is between 8.5 and 10 on the
pH scale. A pH of 9 is considered perfect. If the pH of the make up water is low, it will
affect the hydration of the bentonite clay. The make up water should be treated with soda
ash, Sodium Carbonate (NaCO3), to raise pH. If the pH of the make up water exceeds 11 pH,
flocculation of the bentonite clays can occur.
14
Furthermore, according to Amoco Production Company (1994), the calcium ion is a major
[12]
contaminant of water-based drilling fluids . Calcium contamination drastically changes
the nature of freshwater in clay-based systems. The calcium ion tends to replace sodium
ions on the clay surface through a base exchange. The bound layer of water on the clay
platelets is reduced, resulting in diminished hydration or swelling characteristics. The
effects of calcium contamination on deflocculated mud are increased fluid loss, yield point
and gel strengths.
15
CHAPTER 3.
METHODOLOGY
Four experiments are to be carried out. The results from each of the experiments are to be
compared with respective requirements as given in Table 1.
Particle density
Water-soluble alkaline earth metals as calcium
Residue of diameter greater than 75 mm
Particles less than 6 mm in equivalent spherical diameter.
Note: The reagents and apparatus, procedures as well as calculation necessary for
carrying out each of the experiments are given in Appendices.
Five samples of barite ores from five different locations had been obtained for carrying out
the quality assurance testing.
The barite ores obtained were firstly grinded into powder form. The processes for crushing
[13]
the mineral ores are discussed in a book by Geological Survey Malaysia (1981) . Rocks
are first broken into tiny pieces with a hammer so that they can be accommodated by the
jaw crusher. The samples must be put through the jaw crusher three times before they are
finally crushed to minus 80 mesh in the plate crusher. Between samples, the jaw crusher and
the pates must be cleaned by blowing air into them and wiping to prevent contamination.
Finally, the minus 80 mesh material is crushed to minus 150 to minus 200 mesh in an agate
mortar crusher.
16
The locations from where the samples are collected include:
17
CHAPTER 4.
RESULTS AND DISCUSSION
Table 4.1: Raw and calculated data of particle density experiment for all the barite
samples
18
Figure 4-1: Density of barites from different locations
Discussion
From Figure 4-1, it can be deduced that the density of Terengganu barite is the highest
(4.406 g/cm3), followed by that of Kelantan barite (4.336 g/cm3), that of China barite (4.295
g/cm3), that of Cambodia barite (4.204 g/cm3) and that of Pahang barite (3.969 g/cm3) is the
lowest among the samples. Higher the density of a barite, more favorable it is provided that
the other factors are not taken into account. Thus, Terengganu barite can be said as the best
of all the barite samples.
According the density requirement given in API Specification 13A, the minimum density of
that a barite sample should have in order for it to be used as drilling grade barite is 4.20
g/cm3. As all the barite samples meet the requirement except for Pahang barite, they are
considered to be potentially suitable drilling grade barite.
19
4.2. Result of Particle Less Than 6 μm in Equivalent Spherical Diameter (% finer, S6) Experiment
Note: Calculation for particle less than 6 μm in equivalent spherical diameter is given in Appendix E.
Table 4.2: Raw and calculated data of (% finer, S6) experiment for Terengganu barite
Water Effective Particle
Time Temperature Hydrometer Viscosity depth diameter % Finer % Finer
, t (min) , T (C) reading, H , η (mPa.s) , L (cm) , de (μm) ,S , S6
10 24.4 1.005 0.9018 15 11.03 4.65
20 24.4 1.005 0.9018 15 7.80 4.65
30 24.4 1.004 0.9018 15.2 6.41 3.04
40 24.4 1.003 0.9018 15.5 5.61 1.43 2.21
Table 4.3: Raw and calculated data of (% finer, S6) experiment for Pahang barite
Water Effective Particle
Time Temperature Hydrometer Viscosity depth diameter % Finer % Finer
, t (min) , T (C) reading, H , η (mPa.s) , L (cm) , de (μm) ,S , S6
10 24.4 1.001 0.9018 16.0 12.20 -1.86
20 24.4 1.000 0.9018 16.3 8.71 -3.54
30 24.4 1.000 0.9018 16.3 7.11 -3.54
40 24.4 1.000 0.9018 16.3 6.16 -3.54
20
Table 4.4: Raw and calculated data of (% finer, S6) experiment for China barite
Water Effective Particle
Time Temperature Hydrometer Viscosity depth diameter % Finer % Finer
, t (min) , T (C) reading, H , η (mPa.s) , L (cm) , de (μm) ,S , S6
10 24.4 1.005 0.9018 15.0 11.21 4.70
20 24.4 1.004 0.9018 15.2 7.98 3.07
30 24.4 1.003 0.9018 15.5 6.58 1.44
40 24.4 1.003 0.9018 15.5 5.70 1.44 1.44
Table 4.5: Raw data and calculated data of (% finer, S6) experiment for Cambodia barite
Water Effective Particle
Time Temperature Hydrometer Viscosity depth diameter % Finer % Finer
, t (min) , T (C) reading, H , η (mPa.s) , L (cm) , de (μm) ,S , S6
10 24.4 1.014 0.9018 12.6 10.42 19.49
20 24.4 1.011 0.9018 13.4 7.60 14.57
30 24.4 1.010 0.9018 13.7 6.27 12.93
40 24.4 1.008 0.9018 14.2 5.53 9.65 11.71
Table 4.6: Raw and calculated data of (% finer, S6) experiment for Kelantan barite
Water Effective Particle
Time Temperature Hydrometer Viscosity depth diameter % Finer % Finer
, t (min) , T (C) reading, H , η (mPa.s) , L (cm) , de (μm) ,S , S6
10 24.4 1.007 0.9018 14.4 10.92 7.94
20 24.4 1.006 0.9018 14.7 7.80 6.31
30 24.4 1.005 0.9018 15.0 6.43 4.69
40 24.4 1.004 0.9018 15.2 5.61 3.06 3.83
21
Table 4.7: Summary of % finer, S6 of barite from different locations
Location % Finer, S6
Terengganu 2.21
China 1.44
Cambodia 11.71
Kelantan 3.83
Discussion
It is theorized that lighter and finer particles will sag less. On the other hand, reducing
particle size of weighting agent is conventionally thought to able to increase the plastic
viscosity of fluid undesirably. In other words, overly fine weighting agent particle can
thicken the drilling fluid.
The requirement given by API Specification 13A on particles less than 6μm in equivalent
spherical diameter (% finer, S6) says that a drilling grade barite should contain at most 30%
by mass of (% finer, S6). All the barite samples meet this requirement except for Pahang
barite.
22
As shown in Figure 4-2, the content of particle less than 6μm in equivalent spherical
diameter (% finer, S6) in Cambodia barite is the highest (11.71%), followed by that in
Kelantan barite (3.83%), Terengganu (2.21%) and lastly, that of China barite (1.44%) is the
lowest. It is to note that Pahang barite mainly consists of particle courser than 6μm in
equivalent spherical diameter and thus its results are not in the range to allow for the
application of the formulation to calculate (% finer, S6). China barite can be said to be most
desired one as it sags the least and more importantly, it will cause the least undesirable
increase in plastic viscosity of drilling fluid and thus leading to reduced pumpability.
Table 4.8: Raw and calculated data of residue of diameter greater than 75μm Experiment
Barite samples
Terengganu Pahang China Cambodia Kelantan Base
m1, mass of sample (g) 50.00 50.00 50.00 50.45 50.00 50.00
m2, mass of residue+bowl (g) 180.13 181.94 184.17 181.90 180.01 91.90
m3, mass of bowl (g) 178.69 179.00 182.26 180.68 178.33 91.00
m4, mass of residue (g) 1.44 2.94 1.91 1.22 1.68 0.90
Note: Calculation for residue of diameter greater than 75μm (Rm) is given in Appendix G
23
Figure 4-3: Residue of diameter greater than 75μm for barite from different locations
Discussion
The problem of sag arises due to the presence of courser particle size. The API Specification
13A states that for use as drilling grade barite, the residue greater than 75μm of any barite
sample should not exceed 3.0% by mass.
Figure 4-3 illustrates that all the barite sample meet the API requirement except for Pahang
barite. An additional sample, termed as “Base” is a commercial drilling grade barite. Putting
the barite samples in ranking, Cambodia barite has the least residue greater than 75μm and
thus is the most preferred. This is then followed by Terengganu barite, Kelantan barite,
China barite and lastly Pahang barite.
24
4.4. Results of Water-soluble Alkaline Earth Metal, as Calcium Experiment
Table 4.9: Elemental analysis of barites from different locations using XRF
25
Table 4.10: Concentration of Ca in barite from different locations
mg Ca in 5g mg Ca / g
Location % of Ca
sample sample
Note: Calculation for converting mass fraction (wt%) Ca into concentration (mg Ca/kg
barite) is given in Appendix F
26
Discussion
The concentration of soluble calcium salt in barite can lead to undesirable effect on the
performance of bentonite which is an important additive in water-based muds as viscosity
and fluid loss control. Some calcium salts dissolve in water and thus increase the hardness
of water which then weakens the ability of bentonite in suspending the cuttings and sealing
the pore throats to prevent fluid loss. In brief, the harder the water, the more difficult it is to
get bentonite to yield.
From Figure 4-4, it is apparent that all the barite samples except Pahang barite conform to
the requirement on water-soluble alkaline earth metals, as calcium given by API
Specification 13A, which is 250mg/kg at most. An additional sample, termed as “Base” is a
commercial drilling grade barite. From the figure, the concentration of calcium in
Terengganu barite is the lowest, followed by that of China barite, Kelantan barite, Cambodia
barite, and lastly that of Pahang barite.
27
4.5. Overall Discussion
On a scale from 1 (the most superior) to 5 (the least superior), Table 4.11 gives a summary
of which barite is more superior than the others in terms of different criteria of interest.
Barite samples
Terengganu Kelantan China Cambodia Pahang
Density 1 2 3 4 5
Particle less than 6 μm in 2 3 1 4 5
equivalent spherical diameter
Residue greater than 75μm 2 3 4 1 5
Water-soluble alkaline earth 1 3 2 4 5
metals (Ca)
Total 6 11 10 13 20
Terengganu barite has the least total score and therefore is considered as the best barite
among the samples. It is followed by China barite, Kelantan barite, Cambodia barite and
lastly the Pahang barite which is not even suitable to be used as weighting agent in drilling
fluid.
28
CONCLUSION
Five barite samples (three from localities in the east cost of peninsular Malaysia and two
from China and Cambodia) had been obtained and subsequently been tested on their
compliance with the physical and chemical requirements given in API Specification 13A for
use as drilling grade barite.
The results have revealed that all the barite samples are suitable for use as drilling grade
barite except for Pahang barite, which complies with none of the requirements.
A weighting agent is used to increase the density of drilling fluids while minimizing the
increase in the resistance to flow of the drilling fluid. Amongst all the barite samples,
Terengganu barite is of the highest quality. The quality of Kelantan barite is comparable to
that of standard commercial barites like China and Cambodia barites. Pahang barite is of
inferior quality.
29
REFERENCES
[1] H.C.H, Darley, & George R., Gray (1988). Composition and Properties of Drilling
and Completion Fluids Fifth Edition, Gulf Professional Publishing
[3] API Spec. 13A Sixteen Edition. (2004). Specification for Drilling-Fluid Materials.
[5] Massam, J., Browne, N., & Kapilla, M. (2005). Method Of Using A Sized Barite As
Weighting Agent For Drilling. United States Patent Application Publication , 12.
[6] Nattier, J.A. & Shummate, T. G. (2003). Weight Material For Drilling Fluids And
Methods Of Creating And Maintaining The Desired Weight. United State Patent , 4.
[7] Fabre Minerals, (1996). Retrieved August 18, 2009, from Barite Mineral Data Web
site: http://webmineral.com/data/Barite.shtml
[8] Oilfield Glossary, (1998). Retrieved August 18, 2009, from slb Web site:
http://www.glossary.oilfield.slb.com/
[9] The Mohs Scale of Hardness and Gemstones, (2007). Retrieved from
http://www.houstonsjewelry.com/mohscale.aspx
[11] Berry, J. H. (n.d.). Drilling Fluid Properties & Functions. Retrieved from CETCO:
http://www.cetco.com/CDP/Bentonite/Properties%20of%20a%20Drilling%20Fluid.pdf
[13] Geological Survey Malaysia. (1981). Geological Survey Malaysia Special Paper 3.
Geological Survey Malaysia.
30
APPENDICES
A set of pyknometer, a glass rod, an electronic balance, a thermometer and drying oven
Figure A-1: Pyknometers being filled with barite solutions during the experiment.
31
Procedure
1. A sample of barite of about 1.5kg is taken. The sample is sieved. The course particles
retained on a 20mm test sieve is broken down to less than that size,
2. The sample is divided into 2 specimens, each weighting 400g by riffling.
3. These specimens are put into the oven for drying at 105oC – 110oC and then the
specimens are stored in an airtight container until required.
4. Clean and dry the pyknometer and the whole assembly is weighed to the nearest 0.5g
(m1).
5. The screw top is removed and the first specimen is transferred from its sealed container
directly into the jar.
6. The jar and its content and the screw top assembly is weighed to the nearest 0.5g (m2).
7. Water at temperature of the average room temperature is added to about half fill of the
jar. The mixture is stirred thoroughly with a glass rod to remove air trapped in the
particles
8. The screw cap assembly is fit and it is tightened so that the reference marks coincide.
The pyknometer is filled with water.
9. The pyknometer is agitated by shaking. Air is allowed to escape and froth is allowed to
disperse. The pyknometer is left standing for at least 24 hours at room temperature.
10. The pyknometer is top up with water so that the water surface is flush with the hole in
the conical cap. Make notes that air bubbles or froth are not trapped under the cap.
11. The pyknometer is dry on the outside and the whole is weighed to the nearest 0.5g (m3).
12. The pyknometer is emptied, washed thoroughly and filled completely with water at
room temperature. Make sure that the reference marks on the screw top coincide, that no
air bubble are entrapped, and that the water surface is flush with the hole in the conical
cap.
13. The pyknometer is dried on the outside and weighed to the nearest 0.5g (m4).
14. Step 4-12 is repeated by using the second specimen of the same barite so that two values
of particle density can be obtained.
32
Calculation
m2 m1
Density , Mg / m 3
(m4 m1 ) (m3 m2 )
Where:-
33
Appendix B: Experiment of Water-Soluble Alkaline Earth Metals as Calcium
XRF is basically the emission of characteristic "secondary" (or fluorescent) X-rays from a
material that has been excited by bombarding with high-energy X-rays or gamma rays.
Originally, the technique is mainly used to analyze geological samples. Fuelled by the
advancements in computer and technology, it has since been widely used for elemental
analysis and chemical analysis, particularly in the investigation of metals, glass, ceramics
and building materials, and for research in geochemistry, forensic science and archaeology.
It has the advantages being easy sample preparation, nondestructive rapid multi-element
analysis, and the ability to screen unknowns in a wide array of sample matrices such as
liquids, solids, slurries, powders, pastes, thin films, air filters, and many others.
In addition to calcium concentration, the concentration of other elements that present in the
barite samples had also been determined. Having more information about the content of
barite samples may sometime be handy especially when drilling a more sensitive
environment that requires a more complex formulation of drilling fluid.
34
Appendix C: Experiment of Residue of Diameter Greater than 75μm
35
Figure A-2: Sieving the commercial barite
Figure A-3: The wet residue of all the barite solutions in evaporating dishes.
36
Procedure
Hamilton Beach® mixer cup No. M110-D is an example of a suitable product available
commercially. This information is given for the convenience of users of this
International Standard and does not constitute an endorsement by ISO of this product.
Spraying Systems Company, No. TG 6.5 tip with 1/4 TT body is an example of a suitable
product available commercially. This information is given for the convenience of users
of this International Standard and does not constitute an endorsement by ISO of this
product.
37
Calculation
mass of residue , g
Residue, mass fraction (%) of diameter greater than 75 m 100 C
mass of sample, g
Where C is the correction factor as given in Table A-1.
38
Appendix D: Experiment of Particle Less Than 6μm In the Equivalent Spherical
Diameter For Sedimentation Method.
39
Figure A-4: The barite solutions contained by sedimentation cylinder being put in 24oC
water bath.
40
6. Set the cylinder into the water bath (or counter-top of constant-temperature room) and
simultaneously start the timer. Hang the thermometer in the suspension.
7. Take hydrometer readings at intervals of 10 min ± 0.1 min, 20 min ± 0.1 min, 30 min ±
0.1 min, and 40 min ± 0.1 min (or until the first point below the 6 mm value is reached).
To take a hydrometer reading, carefully and slowly lower the hydrometer to
approximately the 1,020 reading before releasing. After hydrometer stabilizes, read the
top of the meniscus at the prescribed time. Carefully and slowly remove hydrometer,
rinse with deionized water, and dry after each reading. The hydrometer shall be removed
immediately after each reading to eliminate particle build-up on the shoulders which
causes erroneous results. All hydrometer readings shall be done with a minimum of fluid
disturbance to preserve suspension-settling equilibrium.
8. Record time, min (t), temperature, °C or °F (T), and hydrometer reading (H) on data
sheet.
NOTE: Temperature may be measured in either °C or °F as long as all measurements
and calculations are consistent in units, including hydrometer calibration.
9. For each time interval, determine water viscosity (h) and effective hydrometer depth (L)
from Table 3 and Table 4. Record on data sheet.
Calculation
1. From hydrometer calibration (5.7) enter hydrometer correction slope (Mc) and
hydrometer correction intercept (Bc) into data sheet.
2. Calculate sample constant (Ks) as follows (or determine from Table 5) and enter into
data sheet:
100
Ks
m 1
Where:
Ks is the sample constant
ρ is the sample density, in grams per cubic centimeter
m is the sample mass, in grams
41
3. Calculate and enter onto data sheet the equivalent spherical diameter (de) for each time
interval as follows:
L
de 17.5
1 t
Where:
de is the equivalent spherical diameter, in micrometres
η is the viscosity of water, in millipascal seconds
ρ is the density of sample, in grams per cubic centimeter
t is the time, in minutes
L is the effective depth, in centimetres
4. Calculate and enter onto data sheet the cumulative percent finer for the equivalent
particle diameter (de) immediately greater than 6 μm (SH) and the equivalent particle
diameter (de) immediately less than 6 mm (SL) as follows:
S KsMc T Bc H 1 1000
Where:
S is the cumulative percent finer than size
Ks is the sample constant
Mc is the hydrometer correction slope
T is the suspension temperature, oC
Bc is the hydrometer correction intercept
H is the hydrometer reading
5. Calculate and enter onto data sheet cumulative percent less than 6 mm (S6) as follows:
42
SH SL
S 6 6 dL SL
dH dL
Where:
S6 is the cumulative percent less than 6μm
SH is the cumulative percent for point immediately greater than 6μm
SL is the cumulative percent for point immediately less than 6μm
dH is the equivalent particle diameter immediately greater than 6μm
dL is the equivalent particle diameter immediately less than 6μm
43
Table 4 – Values of effective depth based on readings on hydrometer ASTM 151H used in
specific sedimentation cylinder
44
Table 5 – Sample constant (Ks) for 80.0 g sample mass
45
Appendix E: Calculation for particle less than 6 μm in equivalent spherical diameter
The followings demonstrate the steps involved to calculate the particle less than 6 μm in
equivalent spherical diameter of Terengganu barite.
Sample constant, Ks
100
Ks
m( 1)
100 4.406
Ks 1.612
80 (4.406 1)
L
de 17.5
1 t
0.908 15
de 17.5 7.80
4.406 1 20
46
Cumulative percent finer than size, S
S Ks Mc T Bc H 1 1000
SH SL
S 6 6 dL SL
dH dL
3.04 1.43
S 6 6 5.61 1.43 2.21%
6.41 5.61
The following calculation is with respect to converting the mass fraction Ca (wt%) of
Terengganu barite into concentration (mg Ca/ kg barite).
From Table 4.8, the mass fraction Ca in percentage of Terengganu barite is 0.015 %.
100g
Mass Ca (g) in 100g of barite 0.015 % 0.015g
100%
47
Appendix G: Calculation for residue of diameter greater than 75μm (Rm)
Calculation for the uncorrected residue, mass fraction (%) of diameter greater than
75μm, Uncorrected Rm
mass of residue, g
Uncorrecte d Rm 100
mass of sample, g
1.44 g
Uncorrecte d Rm 100
50 .00 g
Uncorrecte d Rm 2.87%
From Table A-1, the correction values, C is determined to be -0.7 since the average opening
of my working sieve size is 70μm.
Calculation for the corrected residue, mass fraction (%) of diameter greater than
75μm, Rm
Rm uncorrecte d Rm C
Rm 2.87% 0.7%
Rm 2.17%
48