LAUSR

Abstract Shale hydration is the main cause of wellbore instability during drilling using water-based drilling fluids (WBD). In this work, NH2- and HO-functionalized ionic liquids (ILs) were investigated for their performances on inhibiting the shale hydration, as well as their influences on the properties of WBD, using immersion and sedimentation tests, linear swelling test, hot-rolling dispersion test, rheological and filtration experiments. The mechanisms were identified by X-ray diffraction (XRD), zeta-potential and particle size distribution analyses, scanning electron microscopy (SEM) and related theoretical analysis. Evaluation experiment results showed that the NH2-functionalized IL had the best inhibition performance, followed by poly(propylene glycol)bis(2-aminopropyl ether), HO-functionalized IL and KCl. NH2-functionality was more favorable to shale inhibition than HO-functionality. When used in WBD, ILs could prevent viscosity building-up at high temperature, but cause filtration and inhibition failure, which could be mitigated when polyanionic cellulose (PAC) was added in WBD prior to inhibitors. Three critical observations helped elucidate the inhibitive mechanisms: the intercalation of cationic groups of ILs into the clay interlayers, the decrease of both interlayer spacing and double layer thickness. The NH2-functionalized IL allowed the smallest interlayer spacing and double layer thickness and therefore performed best in inhibition. The inhibition failure in WBD with ILs depended on two aspects: the consumption of ILs untimely and the filtration failure of WBD. PAC could decrease both of ILs’ loss within WBD and water loss toward shale, mitigating the WBD’s inhibition failure. Our work will facilitate the rational design of efficient and environmentally acceptable inhibitors and their rational applications in WBD for drilling shale formation.