In this work, a novel low molecular weight zwitterionic copolymer for improving wellbore stability, which is expected to be an alternative to the current shale inhibitors, was obtained by copolymerization of tris hydroxyethyl allyl ammonium bromide (THAAB), 2-acrylamido-2- methyl propane sulfonic acid (AMPS) and acrylamide (AM), initiated by a redox initiation system in an aqueous solution. The copolymer, denoted as SX-1, was characterized by FT-IR, TGA-DSC, and GPC. Results demonstrated that the molecular weight of SX-1 was approximately 13,683 g/mol and it displayed temperature resistance up to 225 °C. Regarding the inhibition performance, evaluation experiments showed the hot rolling recovery of a Longmaxi shale sample in 2.0 wt % SX-1 solutions was up to 90.31% after hot rolling for 16 h at 120 °C. The Linear swelling height of Na-MMT artificial core in 2.0 wt % SX-1 solution was just 4.74 mm after 16 h. Methods including particle size analysis, FTIR, XRD, and SEM were utilized to study the inhibition mechanism of SX-1; results demonstrated that SX-1 had entered into the inner layer of sodium montmorillonite (Na-MMT) and adsorbed on the inner surface, and the micro-structure of Na-MMT was successfully changed by SX-1. The particle size of Na-MMT in distilled water was 8.05 μm, and it was observed that its size had increased to 603 μm after the addition of 2.0 wt % of SX-1. Its superior properties make this novel low molecular weight copolymer promising for ensuring wellbore stability, particularly for high temperature wells.

Based on the adsorption mechanism analysis of polyhydroxy organic compound on a shale surface, a novel polyhydroxy organic amine shale hydration inhibitor N, N, N′, N′-tetrakis (2-hydroxyethyl) ethylenediamine (THEED) was synthesized via a nucleophilic reaction by using diethanolamine and dibromoethane as raw materials. Its structure was characterized by Fourier transform infrared spectrometry (FTIR), Hydrogen Nuclear Magnetic Resonance (¹H NMR) and Liquid Chromatography Mass Spectrometry (LCMS). The inhibition performance of THEED was studied by a shale rolling recovery experiment, a linear expansion experiment and the particle size distribution experiment. Results showed the shale rolling recovery rate in 2.0 wt % THEED solutions was up to 89.6% at the rolling condition of 100 °C × 16 h, and the linear expansion height of artificial shale core in 2.0 wt % THEED solutions was just 4.74 mm after 16 h. The average particle size of Na-bentonite (Na-MMT) in fresh water was 8.05 μm, and it was observed that the average particle size has been increased to 124 μm in 2.0 wt % THEED solutions. The shale hydration inhibition mechanism of the novel inhibitor THEED was analyzed by FTIR, Scanning Electron Microscopy (SEM) and X-ray diffractometry (XRD), we concluded that the nice shale hydration inhibition performance of THEED was achieved by means of intercalation and adsorption onto the surface of shale. The superior shale hydration inhibition property makes THEED promising in maintaining wellbore stability in drilling engineering.

In this study, hierarchical MgAl-LDH (layered double hydroxide) nanoparticles with a flower-like morphology were prepared under a hydrothermal condition by employing worm-like micelles formed by cetyltrimethylammonium bromide (CTAB) and salicylic acid (SA) as templates. The morphology and structure of the materials were characterized by Brunauer–Emmett–Teller (BET), SEM, and XRD analyses. The performance for the adsorption of sulfonated lignite (SL) was also investigated in detail. FTIR was used to detect the presence of active functional groups and determine whether they play important roles in adsorption. The results showed that the hierarchical MgAl-LDH nanoparticles with a specific surface area of 126.31 m²/g possessed a flower-like morphology and meso–macroporous structures. The adsorption capacity was high—its value was 1014.20 mg/g at a temperature of 298 K and an initial pH = 7, which was higher than traditional MgAl-LDH (86 mg/g). The adsorption process of sulfonated lignite followed the pseudo-second-order kinetics model and conformed to Freundlich isotherm model with a spontaneous exothermic nature. In addition, the hierarchical MgAl-LDH could be regenerated and used, and the adsorption was high after three adsorption cycles. The main adsorption mechanisms were electrostatic attraction and ion exchange between the hierarchical MgAl-LDH and sulfonated lignite.

Improving the tribological characteristics of water-based drilling fluids by adding graphene-based lubricants has garnered attention because of the potential for a range of inorganic-material-based additives at high temperature. In this study, we constructed a green and simple adsorption approach to prepare highly dispersed graphite using a cationic surfactant for graphite modification. The findings demonstrated that the prepared graphite was highly dispersed in water and had a low sedimentation rate and small contact angle in distilled water. The concentration dosage of cetyltrimethylammonium chloride (CTAC) on graphite was 0.02 g/g. We evaluated the performance of the modified graphite as a lubricated additive in water-based drilling through a rheological study and viscosity coefficient measurement. The results showed that the viscosity coefficient of drilling fluid with 0.05% modified graphite was reduced by 67% at 180 °C. We proved that the modified graphite can significantly improve the lubrication performance of drilling fluid. Furthermore, we revealed the lubrication mechanism by analyzing the chemical structural and crystalline and morphological features of graphite through a particle size test, zeta potential test, Fourier transform infrared (FTIR) spectroscopy, X-ray powder diffraction (XRD), and scanning electron microscopy (SEM) measurements. The results indicated that the modification of graphite by CTAC only occurs through physical adsorption, without changing the crystal structure. These findings provide a reference for the development of high-performance water-based drilling fluids.

In this paper, the effect of ultrasonic wave was evaluated on viscosity and pour point of heavy oil. The effects of time, temperature and power on the viscosity reduction of heavy oil were tested at first. The results showed that ultrasonic wave can reduce the viscosity of the heavy oil from Jinghe Oilfield effectively with the highest viscosity reduction of 87.2%. Then the pour point depressing was evaluated to find the highest pour point depression of 4.8°C. Partly recovering of the viscosity after ultrasonic treatment, the paraffin crystal morphology analysis was conducted on the heavy oil to elucidate the mechanism of viscosity reduction and pour point depression.

A series of ferric chloride-lignin sulfonate (FCLS) was prepared from ferric chloride and lignin sulfonate to be used as shale inhibitor. The swelling rate of clay with FCLS-2 (w/w = 0.3%) decreased to 41.9%. Compared with control, FCLS-2 displayed high inhibitive ability against the hydrating and swelling processes of clay. Thus, the swelling degree of samples with FCLS-2 was much lower than that of the control, as well as the mud ball was more stable in FCLS-2 solution. Essentially, these excellent performances in inhibitor were assigned to the hydrogen bonding, electrostatic interaction and anchoring between FCLS-2 and other components. In addition, FCLS-2 has good compatibility with other common drilling fluid additives, and it can reduce the viscosity of systems, regardless of the room temperature or high temperature.