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Formate Technical Manual, Part B: Compatibilities and Interactions
Section B11: Compatibility with Shale

 

 
 
 
 
 
 
 
 
 
It is a known fact that fluids based on potassium and cesium formate brines are amongst the best shale stabilizing water-based drilling and completion fluids currently available. Unlike other shale stabilizing drilling and completion fluids, the shale stabilizing properties of formate fluids are attributable to the inherent properties of the formate brine itself rather than to additives. This has the great advantage that the shale stabilizing properties do not deplete with time, and no complicated and/or expensive maintenance is required.

This section of the manual explains the mechanisms involved in borehole instability and how formate brines prevent this from happening. Methods for testing borehole stability are described and results of shale stability testing in formate brines are shown. Relevant field experience with formate brines from the open literature is reviewed.
 
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Table of contents: Section B11: Compatibility with Shale
Section
Subject
Page number
 B11.1
Introduction
 2
 B11.2 Shale instability mechanisms  2
 B11.2.1 Borehole instability  2
 B11.2.2 Cuttings instability  2
 B11.2.3 Bit balling  3
 B11.3 How formate brines stabilize shale  3
 B11.3.1 Brine (filtrate) viscosity – provides borehole and cuttings stability  3
 B11.3.2 Osmotic effect – provides borehole and cuttings stability  3
 B11.3.3 K+ and Cs+ cations – provide cuttings stability  4
 B11.3.4 Formate ion – provides cuttings stability  4
 B11.4 Shale stability with formates – laboratory test results  4
 B11.4.1 Pressure transmission testing with formates  4
 B11.4.2 Dispersion testing with formates  6
 B11.4.3 Linear shale swelling testing with formates  7
 B11.5 Shale stability with formates – field experience  8
 B11.5.1 Agip S.p.A, South Italy  8
 B11.5.2 Agip Norge, Barents Sea  8
 B11.5.3 Statoil, Huldra  8
 B11.5.4 Statoil, Kvitebjørn and Valemon  8
 B11.5.5 KerrMcGee, China  9
 B11.5.6 Alberta, Canada  9
 B11.6 Use of shale stabilizing additives in formate brines  9
 B11.7 Shale stability in low-density formate brines  11
 B11.8 References  11
     


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