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Innovative Low-Friction Coating Reduces PDC Balling and Doubles ROP Drilling
Shales with WBM
M. Rujhan Mat and Mohd Zulkifi Bin Zakaria, Petronas Carigali, Steve Radford and Darren Eckstrom, Hughes
Christensen/Baker Hughes
the clay fabric and swell upon rock failure. Thus, right after without the treatment. Some results are presented later in this
failure we are left with a shale chip that combines low pore paper, which provide an indication of the relative effectiveness
pressure (due to rock dilation) with a pronounced tendency to of this treatment.
hydrate (due to the effects of the swelling pressure). When
such a cutting comes in contact with the bit-face, it becomes Coating Development
isolated from the mud pressure on that side, and may be held For many years, PDC bit manufacturers have recognized the
in place by differential pressure. The material, thus, great potential of an effective non-stick coating that could
“vacuums” itself onto the bit face or, if present, onto other prevent bit balling.
cuttings.(1)
Teflon®, which was accidentally invented by engineers at
Field experience shows that bit-balling problems are often duPont in 1938, is the best known of the non-stick coatings,
more severe deeper in the well, i.e. at high hydrostatic and novel uses for its unique properties continue to be
pressure.(2) One report concluded that the bit performance in discovered. Flouropolymers like Teflon® have the unique
only the deep, over-pressured sections of wells represented property of being non-water-wet with very excellent release
almost 20 percent of the total cost of such wells or about $2.9 properties. In other words, clay and shale will not adhere to
billion worldwide in 1997. (4) flouropolymer coatings.
To be successful in preventing bit balling, the problem must At various times over at least the past 20 years, Hughes Tool
be approached in a systematic manner, addressing many Co. and Christensen Diamond Products have tested Teflon®
elements: including bit design, drilling mud design, hydraulics coatings. Along with the many attempts that were made by
and the surface characteristics of the bit. other bit manufacturers, the results were disappointing.
Success has fiinally been achieved however, with the
It has been recognized for some time that certain bit features development of a coating process that uses a specially
tend to minimize bit balling. The most common of these are formulated, reinforced Teflon®-like flouropolymer.
large open face volume and junk slot area combined with
optimized nozzle placement and adequate hydraulic When used alone, Teflon® and other flouropolymer coatings
horsepower. These variables are most effectively optimized are relatively soft and only attach to a surface mechanically,
using numerical modelling through computational fluid not chemically. This effectively means that the roughness of
dynamics (CFD) computer software. Other important the surface is the only thing holding the coating in place.
considerations include focus on chip management with sharp, Typically, the coating was found to peel, scrape or erode very
polished cutters(3), aggressive rake angles and edge geometry. quickly. After nearly three years of experimentation,
however, a new reinforced flouropolymer coating process has
Depth of cut control through operating parameters and bit been developed, which has proven very successful.
design features is another way to limit cuttings volume and
size.(1) The new coating, which was developed cooperatively by a bit
manufacturer and a commercial coating supplier, retains all of
Bland, et al, concluded that, with some limitations, “use of the non-stick properties of Teflon®, along with greatly
synthetic-based mud or the addition of Drilling Enhancers to improved durability and enhanced ability to adhere to a base
water-based mud were … effective in increasing rate of surface. The coating is reinforced with proprietary additives
penetration and preventing balling” of PDC bits. The drilling to give it extraordinary toughness. To improve adhesion, the
enhancer appears, in some cases, to keep the cuttings more surface of the matrix or steel body bit undergoes a special
discrete, helping to reduce their creation of cohesive masses. roughening process that gives the coating a three-dimensional
profile to grip. When this is used together with a newly
Bit Anti-Balling Treatments developed surface primer to chemically assist in the adhesion,
Various types of anti-balling coating systems have been the coating develops an excellent bond to the bit.
applied to PDC bits for over 20 years, but with very limited
success. They have ranged from ultra-smooth epoxy paints to Laboratory Testing
nickel plating, rare metals, and nitriding. Single Point Cutter Testing
Initial testing was performed in the Hughes Christensen
There is also published university laboratory research showing laboratory, utilizing a traditional Single Point Cutter machine.
that the application of strong electrical potential reduces the The models used to test the coatings had no PDC cutter, but
electrical attraction of shale to steel. Claims have been made were simply machined from steel. Tests were performed in
by one bit manufacturer that the very small latent negative the apparatus cutting Catoosa shale (a typically balling shale)
charge left after applying a proprietary processing technique to in water both before coating and then after coating. Two
the surface of a steel-body PDC bit is sufficient to accomplish samples were coated with different types of commercial
this phenomenon. No known research has been published of a Teflon® and two others were plated with a commercial nickel-
full-scale bit being tested under controlled conditions with and Teflon® plating process.
SPE 74514 INNOVATIVE LOW-FRICTION COATING REDUCES PDC BALLING AND DOUBLES ROP DRILLING SHALES WITH WBM 3
Figure 2 shows results of testing this baseline, uncoated bit, Field History
compared to the same bit coated with ceramic/epoxy (CK); a A six-slot jacket was installed in the Tembungo field in
plastic/Teflon® composition; nickel-Teflon® plating; and September 1993. This field is about 48 miles northwest of the
another commercial downhole flouropolymer coating city of Kota Kinabulu, which is on the island of Sabah
(Comm01). These are compared against developmental bit (Borneo) in Malaysia (see map Figure 7). The initial project
coatings 9901B, 9901E, and 9901F. was completed in February 1995 after a seventh slot was
installed. Two more slots were installed in January 2000,
It can be seen from the results that the Comm01 coating was during the Tembungo Western Area Further Field
the only coating with performance close to the developmental Development project, and wells were drilled to nearly 13,000-
9901 coatings, but still had 40% lower ROP. The foot depth.
developmental 9901 series of coatings all provided ROP of
over four times that of the bare matrix baseline bit. All Tembungo B9 was spudded in March 2000. The reinforced
coatings exhibited full or partial shale balling at the conclusion flouropolymer coated PDC bit was run in the 12 ¼” hole
of the tests. The baseline uncoated bit was fully balled up section, and reached a section TD of 11,527 feet. Tembungo
with shale at 3,500 lb WOB. B9 was the final well of the project, and was completed as a
dual string selective oil producer in April 2000.
Simulator Testing of Two Commercial Bits
Two full-sized commercial PDC drill bits were tested both Case Study Details
uncoated and then coated in a downhole drilling simulator at As typical of the previous eight wells drilled with water-based
typical downhole drilling conditions. Both showed substantial mud in the Tembungo Western Area, the ROP on Tembungo
ROP improvement with the 9901 coating. Neither coated bit B9 sharply decreased due to bit balling as the well reached
experienced bit balling and both pushed the simulator to its greater depths with higher mud weights being used. Figures 8
maximum ROP. and 9 show that at hole depth shallower than 7,800-ft, the rate
of penetration remained a reasonable 67 fph with a light-set
Figure 3 shows the results of running an 8 ¾” IADC M323 PDC bit. Thereafter as the well depth increased, the ROP
PDC bit, a commercial bit typically run in soft shale decreased even though PDC and aggressive milled-tooth roller
formations, in a downhole simulator. The bit drilled Catoosa cone bits were used.
shale in 9.5 ppg WBM at typical conditions. The uncoated
matrix bit drilled with a maximum ROP of 200 fph before A PDC bit run achieved 43 fph, following which, successive
balling, while the coated bit did not experience bit balling and runs with roller cone and PDC bits never exceeding 30 fph,
was able to attain a test-machine maximum ROP of 270 fph. one PDC bit drilling at only 10 fph. At that point, Petronas
Carigali decided to try a PDC bit that was coated with the
The coated bit drilled 25-50 fph faster at all bit weights. The newly developed reinforced flouropolymer coating. The
coating, therefore, not only prevented bit balling, but it seems potential risks associated with running the coated bit were
to have improved penetration rate throughout the test. considered minimal since the IADC M323 bit style (HCC
BD535), had been the top ROP performer in the 8 ½” hole
Historically few bits have drilled to maximum simulator section of the previous Tembungo B8 well, and it was
penetration rate in high weight (16 ppg) water-based mud, considered unlikely that the bit coating could adversely affect
when drilling Catoosa shale. The uncoated developmental 8 performance.
4 ZAKARIA, MAT, RADFORD, ECKSTROM SPE 74514
Conclusion
Substantial drilling penetration rate improvements have been
exhibited in areas around the world with a unique new
reinforced flouropolymer bit coating now available to
operators. Though a relatively small part of the overall bit
cost, its use has the potential of saving the oil and gas drilling
industry millions of dollars through preventing bit balling in
common difficult shale formations.
Acknowledgments
The authors would like to thank Petronas Carigali and Hughes
Christensen for supporting this project and allowing data to be
used. We also want to thank Neil Hudson and Craig
Flemming for their contributions.
References
(1) van Oort, E., Bland, R., Pessier, R., “Drilling More Stable
Wells Faster and Cheaper with PDC Bits and Water
Based Muds”, IADC/SPE Paper 59192, presented at the
2000 IADC/SPE Drilling Conference, New Orleans, Feb.
23-25.
(2) Smith, J.R., “Diagnosis of Poor PDC Bit Performance in
Deep Shales”, PhD Dissertation, Louisiana State
University, August, 1998, p. 347.
(3) Smith, R.H., Lund, J.B., Anderson, M., Baxter, R.,
“Drilling Plastic Formations Using Highly Polished PDC
Cutters”, SPE 30476, presented at 1995 SPE Annual
Conference, Dallas, Oct. 22-25.
(4) Smith, John Rogers, “Performance Analysis of Deep PDC
Bit Runs in Water-Based Muds”, ETCE2000/Drill-10123,
presented at ETCE/OMAE2000 Conference, New
Orleans, Feb. 14-17.
(5) Zijsling, D.H., Illerhaus, R., “Eggbeater PDC Design
Concept Eliminates Drilling in Water Based Drilling
Fluids”, SPE Paper 21933 presented at the 1991
SPE/IADC Drilling Conference, Amsterdam, March 11-
14.
(6) Bland, R.G., Halliday, B., Illerhaus, R., Isbell, M.,
McDonald, S., Pessier, R., “Drilling Fluid and Bit
Enhancements for Drilling Shales”, AADE Paper
6 ZAKARIA, MAT, RADFORD, ECKSTROM SPE 74514
SPE 74514 INNOVATIVE LOW-FRICTION COATING REDUCES PDC BALLING AND DOUBLES ROP DRILLING SHALES WITH WBM 7
30.0%
Teflon Coating
20.0%
10.0%
0.0%
ef
ef
n
-10.0% n
lo
flo
i/T
i/T
ef
Te
N
LT
R
B
Figure 1: Improvement over Bare Steel with Teflon and Ni/Tef Coatings
90
60
ROP (fph)
30
0
0 1 2 3 4 5 6 7 8 9
Weight on Bit (kip)
CK 54 9901E 9901F
6,000 psi D ow nhole Sim ulator: 445 gpm , 2.0 hsi, 120 rpm
9.5 ppg FW /C LS W ater-B ased M ud in C atoosa Shale
300
250 C oated - R O P
U ncoated - R O P
200
ROP (ft/hr)
150
100
50
0
0 5 10 15 20 25
W O B (kip)
300
250
200
ROP (ft/hr)
150
0
0 5 10 15 20 25 30 35
WOB (kip)
Figure 5: Typical PDC Bit Coated with Figure 6: IADC Type M323 used in Case
Prototype Reinforced Flouropolymer Study on Tembungo B9 (before coating)
Tembungo Field
Location
Coated? No No No No Yes
70
50
PDC IADC M223
40
10
PDC IADC M123
0
6000 7000 8000 9000 10000 11000 12000
Depth (ft)
90
70
Average ROP (fph)
60
50
PDC IADC M123
Security PDC IADC S323
40
w/Anti-Balling Process
30
80
70
60
$
50
30
$
20
10
0
Average of Previous Six Bits Used Polymer-coated Bit
Figure 12: Comparison of Drilling Cost per Foot between Polymer-Coated and Uncoated Bits
SPE 74514 INNOVATIVE LOW-FRICTION COATING REDUCES PDC BALLING AND DOUBLES ROP DRILLING SHALES WITH WBM 13
Notes
1. The improved ROP in most cases is attributable to both improved bit design (cutter layout,
hydraulics, and junk slot improvement) plus the reinforced flouropolymer coating.
2. Improvement over other bit supplier’s patented AB Anti-Balling Coating
3. This was the second run on the bit. First was 2452 ft at 65 fph in an earlier well. Bit was not
re-coated between runs. Some coating was still visible after total of 7,674 ft. of drilling.