The design of drilling fluids is very important for the drilling operation success. The rheological properties play a key role in the performance of the drilling fluid. Therefore, studying the mud rheological properties of the water-based drilling fluid based on bentonite is essential. The main objectives of this study are to address the effect of pH changes on the rheological and filtration properties of the water-based drilling fluid based on bentonite and to provide a recommended pH range for this drilling fluid for a safe and high-performance drilling operation. Different samples of the water-based drilling fluid based on bentonite with different pH values were prepared, and the rheological properties such as plastic viscosity, yield point, and gel strength were measured. After that, the filtration test was performed under 300 psi differential pressure and 200 °F. The pH for the water-based drilling fluid based on bentonite significantly affects the mud rheology. The shear stress and shear rate relation were varying with the change in the pH. Increasing the pH from 8 to 12 resulted in decreasing the plastic viscosity by 53% and the yield point by 82%, respectively. The ratio of yield point / plastic viscosity was 1.4 for pH of 8 while it decreased to 0.5 for a pH of 11 and 12. There was a significant decrease in the gel strength readings by increasing the pH. The filtrate volume and filter cake thickness increased by increasing pH. The filtration volume increased from 9.5 cm³ to 12.6 cm³ by increasing the pH from 9 to 12. The filter cake thickness was 2 mm at 9 pH, while it was increased to 3.6 mm for 12 pH. It is recommended from the results to keep the pH of water-based drilling fluid based on bentonite in the range of 9 to 10 as it provides the optimum mud rheological and filtration properties. The findings of this study illustrated that keeping the pH in the range of 9 to 10 will reduce the plastic viscosity that will help in increasing the rate of penetration and reducing the required pump pressure to circulate the mud to the surface which will help to sustain the drilling operation. In addition, reducing the filtrate volume will produce a thin filter cake which will help in avoiding the pipe sticking and protect the environment. In general, optimizing the pH of the water-based drilling fluid based on bentonite in the range of 9 to 10 will improve the drilling operation and minimize the total cost.

Drilling high-pressure high-temperature (HPHT) wells requires a special fluid formulation that is capable of controlling the high pressure and is stable under the high downhole temperature. Barite-weighted fluids are common for such purpose because of the good properties of barite, its low cost, and its availability. However, solids settlement is a major problem encountered with this type of fluids, especially at elevated downhole temperatures. This phenomenon is known as barite sag, and it is encountered in vertical and directional wells under static or dynamic conditions leading to serious well control issues. This study aims to evaluate the use of barite-ilmenite mixture as a weighting agent to prevent solids sag in oil-based muds at elevated temperatures. Sag test was conducted under static conditions (vertical and inclined) at 350 °F and under dynamic conditions at 120 °F to determine the optimum ilmenite concentration. Afterward, a complete evaluation of the drilling fluid was performed by monitoring density, electrical stability, rheological and viscoelastic properties, and filtration performance to study the impact of adding ilmenite on drilling fluid performance. The results of this study showed that adding ilmenite reduces sag tendency, and only 40 wt.% ilmenite (from the total weighting material) was adequate to eliminate barite sag under both static and dynamic conditions with a sag factor of around 0.51. Adding ilmenite enhanced the rheological and viscoelastic properties and the suspension of solid particles in the drilling fluid, which confirmed sag test results. Adding ilmenite slightly increased the density of the drilling fluid, with a slight decrease in the electrical stability within the acceptable range of field applications. Moreover, a minor improvement in the filtration performance of the drilling fluid and filter cake sealing properties was observed with the combined weighting agent. The findings of this study provide a practical solution to the barite sag issue in oil-based fluids using a combination of barite and ilmenite powder as a weighting agent to drill HPHT oil and gas wells safely and efficiently with such type of fluids.

Barite sag is a serious problem encountered while drilling high-pressure/high-temperature (HPHT) wells. It occurs when barite particles separate from the base fluid leading to variations in drilling fluid density that may cause a serious well control issue. However, it occurs in vertical and inclined wells under both static and dynamic conditions. This study introduces a combined barite–ilmenite weighting material to prevent the barite sag problem in water-based drilling fluid. Different drilling fluid samples were prepared by adding different percentages of ilmenite (25, 50, and 75 wt.% from the total weight of the weighting agent) to the base drilling fluid (barite-weighted). Sag tendency of the drilling fluid samples was evaluated under static and dynamic conditions to determine the optimum concentration of ilmenite which was required to prevent the sag issue. A static sag test was conducted under both vertical and inclined conditions. The effect of adding ilmenite to the drilling fluid was evaluated by measuring fluid density and pH at room temperature, and rheological properties at 120 °F and 250 °F. Moreover, a filtration test was performed at 250 °F to study the impact of adding ilmenite on the drilling fluid filtration performance and sealing properties of the formed filter cake. The results of this study showed that adding ilmenite to barite-weighted drilling fluid increased fluid density and slightly reduced the pH within the acceptable pH range (9–11). Ilmenite maintained the rheology of the drilling fluid with a minimal drop in rheological properties due to the HPHT conditions, while a significant drop was observed for the base fluid (without ilmenite). Adding ilmenite to the base drilling fluid significantly reduced sag factor and 50 wt.% ilmenite was adequate to prevent solids sag in both dynamic and static conditions with sag factors of 0.33 and 0.51, respectively. Moreover, HPHT filtration results showed that adding ilmenite had no impact on filtration performance of the drilling fluid. The findings of this study show that the combined barite–ilmenite weighting material can be a good solution to prevent solids sag issues in water-based fluids; thus, drilling HPHT wells with such fluids would be safe and effective.

Weighting agents are mixed with the drilling mud to provide the high density required to control high-pressure high-temperature (HPHT) wells throughout the drilling operation. Solids sag occurs when the weighting agent separates from the liquid phase and settles down, causing variations in the drilling fluid density. This study evaluates barite–manganese tetroxide (Micromax) mixture to eliminate solids sag issue encountered with weighted invert emulsion drilling fluids at HPHT conditions. Micromax additive was added to barite-weighted fluids in different concentrations, 0, 15, and 30 wt% of the total weighting agent. Static and dynamic sag tests were used to evaluate the sag tendency of the new formulation under static and dynamic conditions. The performance of the new formulation was evaluated by measuring the electrical stability, density, rheological, viscoelastic, and filtration properties of the drilling fluid. The obtained results showed that Micromax additive improves drilling fluid stability by reducing the sag tendency. Adding only 30 wt% of Micromax additive eliminated barite sag issue in both dynamic and static conditions at 350 °F. 30 wt% Micromax increased the base fluid density by 5.4% and the yield point by 115% and maintained the gel strength value at 12 lb/100 ft², while it reduced the plastic viscosity by 30%. The addition of Micromax additive improved the viscoelastic properties of the drilling fluid by maintaining a higher storage modulus to the loss modulus ratio when compared with the barite sample (in the range 4–4.5). Furthermore, 30 wt% Micromax improved the filtration performance by reducing the filtrate volume, filter cake weight, and filter cake thickness by 50%.