formate man a6 ph and buffering
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P A G E 1S E C T I O N A 6
Section A6
pH and Buffering
NOTICE AND DISCLAIMER. The data and conclusions contained herein are based on work believed to be reliable; however, CABOT cannotand does not guarantee that similar results and/or conclusions will be obtained by others. This information is provided as a convenience and for informational purposes only. No guarantee or warranty as to this information, or any product to which it relates, is given or implied. CABOTDISCLAIMS ALL WARRANTIES EXPRESS OR IMPLIED, INCLUDING MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE AS TO (i)SUCH INFORMATION, (ii) ANY PRODUCT OR (iii) INTELLECTUAL PROPERTY INFRINGEMENT. In no event is CABOT responsible for, and CABOTdoes not accept and hereby disclaims liability for, any damages whatsoever in connection with the use of or reliance on this information or anyproduct to which it relates.
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A6.1 pH of formate brines .............................................................................2
A6.1.1 Controlling pH in formate brines .....................................................3
A6.1.2 Measuring pH in formate brines .....................................................3
A6.2 pH buffering of formate brines .............................................................5
A6.2.1 How the carbonate / bicarbonate buffer works ............................. 5
A6.2.2 Buffer protection against CO 2 influx ............................................... 6
A6.2.3 Buffer protection against H 2 S influx ................................................6
A6.3 Buffering requirement and buffer capacity ..........................................7
A6.3.1 Buffer capacity ............................................................................... 7
A6.3.2 Buffer concentration ....................................................................... 7
A6.3.3 Buffer requirement for field use ......................................................8
A6.3.4 Determining buffer concentration and capacity ................................ 8
A6.3.5 Maintaining buffer concentration and capacity ................................. 10
References ..................................................................................................... 10
CHEMICAL AND PHYSICAL PROPERTIES
F O R M A T E T E C H N I C A L M A N U A LC A B O T S P E C I A L T Y F L U I D S
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F O R M A T E T E C H N I C A L M A N U A L
S E C T I O N A 6
A6.1 pH of formate brines
pH is a measure of the acidity or alkalinity of a
solution, numerically equal to 7 for neutral solutions,
increasing with increasing alkalinity and decreasing
with increasing acidity. For dilute solutions, pH can
be defined as the negative logarithm base 10 of the
hydrogen concentration in the solution [H + ]:
[ ]+−= H pH log
−
−
−
−
−
−
− −
−
−
(1)
In more concentrated solutions, the behavior
of the ions in the solution depends not on their
concentrations, but on activities. Thus, in reality,
a more precise definition is:
( )+−=H
a pH log
−
−
−
−
−
−
− −
−
(2)
where +H a
−
−
−
−
− −
is the activity.
Commonly used high-density oilfield brines (CaCl 2 ,CaBr
2 , and ZnBr
2 ) have a naturally acidic pH.
Attempts to raise the pH to alkaline levels in these
halide-based brines can result in precipitation
of insoluble calcium or zinc salts. (e.g. Ca(OH) 2 ,
Zn(OH) 2 ).
Formate salts dissolved in water exhibit a naturally
alkaline pH (8 – 10). The pH of the formate brines
can be adjusted to almost any level with common
acids and bases without causing the precipitation
of insoluble salts. The pH of fluids based on formate
brines can therefore be safely adjusted to the level
that delivers the optimal performance.
The formate ion is a buffer in itself, and formate
brines therefore have a natural buffering capacity at
low pH:
OHHCOOHOHHCOO aK
23 + ⎯→←+− +
−
−
−
−
−
−
−
−
(3)
pK a = 3.75
The pH of formate brine can be decreased to
3.75 by adding a strong acid, but the brine will
resist further pH change until all the formate ions
have been converted to formic acid ions.
At a pH of 3.75, the formic acid and formate anions
will exist in a 1:1 molar ratio. When the pH of a
formate brine is raised or lowered one unit from this
value the ratio of formate to formic acid will change
by a factor of approximately ten, as shown in Table
1. Figure 1 shows how the pH of unbuffered formate
brine changes with the addition of a strong acid.
Table 1 ‘Theoretical’ formate / formic acid molar ratio
as a function of pH
pH Approx. formate / formic acid molar ratio6.75 1 000
5.75 100
4.75 10
3.75 1
2.75 0.1
1.75 0.01
0.75 0.001
The pKa value in formate brines has been shown to
increase with temperature [1]. In very concentrated
brines, pH (and thereby pKa
) are poorly defined.
pH
Addition of strong acid
pH behavior of unbuffered formate brines
0
2
4
6
8
10
12
14
pKa = 3.75 50% formate
50%formic acid
No formic
acid
Traces offormic acid
Figure 1 Graph shows how the pH of unbuffered formate brine changes with the addition of a strong acid.
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P A G E 3S E C T I O N A 6
A6.1.1 Controlling pH in formate brines
There are two means of controlling pH in formate
brines:
• Addition of hydroxide, in the form of NaOH or
KOH . This method can be used to increase pH
in unbuffered brines or increase buffer capacity
in buffered brines. However, the OH - ion is not a
buffer and in unbuffered formate brines, pH will
drop immediately when the brine is contacted by
acid gases. Relying on OH - addition to maintain
pH of a formate fluid is therefore not advised in
applications where the formate will be exposed
to influxes of acid gases from the reservoir.
• Buffering the formate brine with carbonate /
bicarbonate. Unlike the heavy bromide brines
based on the divalent calcium and zinc ions,
formate brines are fully compatible with a
carbonate / bicarbonate buffer. Buffers are
designed to resist changes in fluid pH and cancope with large influxes of acid gas.
A6.1.2 Measuring pH in formate brines
pH is a measure of the hydrogen ion activity of a
solution. Because pH is dependent on activity, a
property that cannot be measured easily or
predicted theoretically, it is difficult to determine an
accurate value for the pH of very concentrated
solutions, such as high-density brines. Consequently,
any pH values that are measured in neat formate
brines are not a true measure of hydrogen ion
activity and should only be used in a relative sense.
pH can be measured in formate brines by potentio-
metric measurements or with pH paper. In both
cases, dilution of the fluid with nine parts (vol/vol)
deionized water is recommended in order to get
more accurate readings. Please notice that this
method is not recommended in concentrated
halide brines because interference with the divalent
cations (Ca 2 + and Zn
2 + ) causes unpredictable pH
changes with dilution [2][3].
Some examples of pH measurements with
glass electrode and pH papers in buffered and
unbuffered formate brines as a function of dilution
are shown in Figure 2 and Figure 3. The pH papers
were BDF pH indicator sticks. These sticks
indicated a pH of 14 in all of the undiluted buffered
formate brines. As these brines were all buffered
with both carbonate and bicarbonate (6.25 ppb
K 2 CO
3 and 3.75 ppb KHCO
3 ), we know that the real
pH in these systems should be close to the pKa2 of
this buffer system (i.e. 10.2). This is very much in
agreement with the pH levels that are measured in
the diluted brines. It is evident that measuring pH
directly in undiluted formate brine with pH paper
can result in errors of up to four pH units. The data
also shows that measuring pH in undiluted formatebrines with a glass pH electrode can lead to errors
of up to one pH unit in the alkaline direction.
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6.0
7.0
8.0
9.0
10.0
11.0
12.0
13.0
14.0
15.0
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
KFo 1.56 s.g.unbuffered (glass electrode)
KFo 1.56 s.g. unbuffered (pH paper)
KFo 1.561 s.g. buffered (glass electrode)KFo 1.561 s.g. buffered (pH paper)
10.0
11.0
12.0
13.0
14.0
15.0
0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
CsFo 2.199 s.g. buffered (glass electrode)
CsFo 2.199 s.g. buffered (pH paper)
CsKFo 2.0 s.g. buffered (glass electrode)
CsKFo 2.0 s.g. buffered (pH paper)
pH measurements in buffered and unbuffered potassium formate brine
pH measurement in buffered CsFo and CsKFo brines
Dilution factor
Dilution factor
pH
pH
Figure 3 Effect of dilution when measuring pH in buffered 2.0 s.g. / 16.7 ppg CsKFo brine and buffered 2.2 s.g. / 18.3 ppg CsFo brine.
Figure 2 Effect of dilution when measuring pH in buffered 2.0 s.g. / 16.7 ppg CsKFo brine and buffered 2.2 s.g. / 18.3 ppg CsFo brine.
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S E C T I O N A 6
A6.2.2 Buffer protection against
CO 2 influx
The major cause of acidification of conventional
completion brines is influx or diffusion of carbon
dioxide gas (CO 2 ) into the wellbore from the
surrounding rock formations:
−
−
( ( ) aqCO gCO 2 2 ⎯→←
−
−
−
−
− −
) (6)
−
−
( ) ( ) aqCOHOH aqCO 3 2 2 2 ⎯→←+
−
−
−
−
− −
(7)
−
−
( ) ( ) ( ) aqH aqHCO aqCOH aK +−
+ ⎯ ⎯→← 33 21
−
−
−
−
− −
(8)
1 a pK
−
−
= 6.35
Depending on the original pH of the receiving brine
system, the dissolved CO 2 remains in the brine as
either carbonic acid (H 2 CO
3 ) or bicarbonate (HCO
3 - ),
according to reaction 8. This is demonstrated in
Figure 5. As more CO 2 gas enters into the brine,
the carbonic acid concentration builds up and the
pH drops and allows unbuffered brines to acidify.
The three different brine systems in Figure 5 willreact in the following ways to a CO
2 influx:
• Conventional divalent halide brines can not
be buffered with carbonate / bicarbonate because
the corresponding metal carbonate (CaCO 3 , ZnCO
3 )
precipitates out of solution resulting in the formation of
solids in the clear packer / completion fluid. These
divalent brines have a naturally low pH (2 – 6), and
the influx of CO 2 , dependent on the partial pressure
of CO 2 , further lowers the pH. The CO
2 largely
converts to carbonic acid, which is very corrosive.
• Buffered formate brines are capable of
buffering large amounts of CO 2 . Unless the influx is
unusually large, the brine maintains a pH around the
upper buffer level (pH = 10.2), which is high enough
to prevent carbonic acid being present in the brine.
With a large influx of CO 2 , the pH drops down to the
lower buffering level (pH = 6.35) where it stabilizes.
Measurements of pH in formate brines exposed to
various amounts of CO 2 have confirmed that the pH
never drops below 6 – 6.5. This pH is still close to
neutral, meaning that this brine system cannot be
‘acidified’ to any great extent by exposure to CO 2 .
• Unbuffered formate brines: The pH of these
brine systems responds in a similar fashion to
halide brines when exposed to CO 2 gas. However,
they do have a higher initial pH, and the pH drop
will be limited as the formate brine is a buffer in
itself (pKa = 3.75). If there is any chance of an acid
gas influx, the use of unbuffered formate brines is
not recommended.
A6.2.3 Buffer protection against
H 2 S influx
Influx of CO 2 into a wellbore is often accompaniedby hydrogen sulfide (H
2 S ). H
2 S is a weak acid with a
−
−
1 a pK of around 7. Unless the buffer is overwhelmed
by large influxes of CO 2 , the carbonate buffer traps
and retains this toxic gas in its less harmful form,
namely bisulfide, HS - .
The fact that any H 2 S is converted to HS - in a
buffered formate brine does not mean that the gas
is scavenged and made permanently safe. If the
buffer was to be overwhelmed by an excessive
influx of CO 2 / H
2 S , then H
2 S gas would come back
Figure 4 The pH in water buffered with carbonate as a function of added acid (H+ ). The x-axis shows the fraction of the buffer that
is consumed by the added acid. As can be seen, carbonate buffers twice, first at pH = pK a2 = 10.2 (upper buffer level) and then at
pH = pK a1 = 6.35 (lower buffer level). In the case that the added acid is carbonic acid (from CO 2 influx), the pH can never drop muchlower than pK a1
= 6.35.
pH behavior of carbonate / bicarbonate buffer when adding strong acid
Addition of strong acid
Fraction of buffer consumed
3
4
5
6
7
8
9
10
11
12
0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2
pH
pKa2
pKa1
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P A G E 7S E C T I O N A 6
out of solution when pH dropped to below around
7.0. CO 2 gas would first be present in equilibrium
with the bicarbonate in the brine at a lower pH
(6.35). It is therefore important to remove any HS -
contamination from used field muds, and never
lower the pH or let the buffer deplete in a formate
mud or brine that has been exposed to H 2 S without
first checking if it is contaminated withHS - . If there
is any concern about H 2 S -related corrosion then
H 2 S scavenger should be added (see Section B6
‘Compatibility with metals’ and Section B5
‘Compatibility with additives’).
A6.3 Buffering requirement andbuffer capacity
Whenever formate brine is used in the field, it is
important to maintain the ability of the buffer to
resist acid influxes. In order to do this, both the
buffer capacity and the total buffer concentration
need to be monitored and maintained.
A6.3.1 Buffer capacity
Buffer capacity is defined as the moles of acid orbase necessary to change the pH of one liter of
solution by one unit.
In alkaline brines that are buffered with a carbonate /
bicarbonate buffer, the following equilibrium exists:
−
−
−+−
⎯ ⎯→←+ 3
2
3 2 HCOHCO aK
−
(9)
2 a pK = 10.2
In the field, buffer capacity is typically lost by exposure
to influx of acid gas. As acid gas initially enters the
brine, the carbonate (CO 3 2- ) is gradually converted
to bicarbonate (HCO 3 - ), whilst the pH remains at
around the upper buffer level (pH =
−
2 a pK
−
−
−
−
−
= 10.2).
When all the carbonate is converted, the buffer
loses its ability to maintain pH. The carbonate
component of the buffer system, is now referred
to as ‘overwhelmed’ or ‘swamped’ and the buffer
capacity at the upper buffering level is zero. Any
further influx of acid gas can now easily lower the
pH down to the lower buffer level (
−
−
1 a pK
−
−
−
−
= 6.35)
provided by the bicarbonate. (See Figure 5.)
It is important to notice that whilst the pH of a
buffered formate brine is a function of the ratio of
concentrations of carbonate and bicarbonate, the
buffer capacity depends upon the actual carbonate
concentration.
Whenever the buffer capacity in the field is getting
low, it can be increased by a simple addition of OH -
(NaOH or KOH ):
−
−
OHCOOHHCO 2
2
33 + ⎯→←+ −−−
−
−
−
−
(10)
In other words, it is unnecessary to add new
carbonate buffer in order to regain buffer capacity.
A6.3.2 Buffer concentration
The total buffer concentration in a brine that is buff-
ered with carbonate / bicarbonate is defined as the
combined concentration of carbonate (CO 3 2- ),
bicarbonate (HCO 3 - ), and carbonic acid (H
2 CO
3 ).
If the total buffer concentration has been removed
from the fluid in other reactions, new buffer will
need to be added to the fluid.
Figure 5 pH as a function of CO2 influx in a typical halide brine, an unbuffered formate brine, and a buffered formate brine.
4
5
6
7
8
9
1 0
1 1
1 2
0 5 0 1 0 0 1 5 0 2 0 0 2 5 0 3 0 0 3 5 0 4 0 0 4 5 0 5 0 0
BBL gas influx / BB L b u ff er ed fo r m a te b r i n e ( 2% CO2, 21°C / 70° F , 1 at m )
pH
Increasing time of CO 2 influx
pH in various brine systems as a function of CO 2 influx volume
Buffered formate brine
Unbuffered formate brine
Calcium bromide brine
pH>6.35:
CO 2 mainly converted to
bicarbonate ( HCO3
- ),
which does not promote corrosion
pH<6.35:
CO 2 mainly converted to
carbonic acid ( H 2CO
3 ),
which promotes corrosion
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F O R M A T E T E C H N I C A L M A N U A L
S E C T I O N A 6
There are three ways in which the buffer concentration
in a formate brine can be altered during field use:
1. Inux of acid gas (CO 2 ) increases buffer
concentration:
−
−
−−
⎯→ ⎯ ++ 3 2 2
2
3 2HCOOHCOCO
−
−
−
−
− −
−
−
−
(11)
Influx of CO 2 converts carbonate from the buffer to
bicarbonate. The buffer capacity therefore drops
whilst the total buffer concentration (carbonate +
bicarbonate + carbonic acid) increases by the
amount of CO 2 entering the brine.
2. Inux of multivalent cations decreases
buffer concentration:
−
−
)( )( )( 3
2 2
3 sCaCO aqCa aqCO ↓ ⎯→ ⎯ + +−
−
−
−
−
− −
−
−
(12)
An influx of multivalent cations consumes the buffer
by precipitating out insoluble calcium carbonate.
The total amount of carbonate / bicarbonate buffer
available decreases by the amount of carbonate
that is precipitated, and new buffer should be
added to the fluid.
3. Formate decomposition increases buffer
concentration
Small amounts of soluble carbonate and bicarbonate
can form as a result of formate decomposition if
the brine is exposed to high temperature for an
extended period of time (See Section A13 Thermal
stability). The reaction is reversible and the
establishment of equilibrium in closed HPHT well
systems usually limits formate decomposition to a
few percent in typical formate brine formulations.
Formate brines that are heavily buffered with
carbonate / bicarbonate equilibrate faster and
decompose less.
A6.3.3 Buffer requirement for field use
The recommended buffer concentration required
in formate brines depends on the application. The
amount of time the brine will be in contact with the
reservoir fluids, and the expected level of acid gas
influx, are important factors. In well suspension
and packer applications where the formate brine
may be exposed to well conditions for a long time,
a high level of buffering would be appropriate. In
applications where well exposure times are short,
and in applications where no acid gas is expected,
a smaller buffer concentration will do.
Adding only soluble carbonate to the brine provides
a high level of buffer capacity, but the pH might
become higher than wanted. This problem can be
solved by including some bicarbonate. Although the
addition of bicarbonate does not contribute to the
initial buffer capacity it will contribute positively to
the final pH of the brine if the buffer is overwhelmed
by acid gas influx, and it will contribute positively to the fluid’s thermal stability.
It has been shown that the pH of buffered formate
brine is dependent on the ratio between carbonate
and bicarbonate according to the following equation:
−
−
−
−
−
−
)exp( ] [
] [
3
2
3 pHB AHCO
CO×=
−
−
(13)
where
−
−
−
−
−
−
−
111069164.9 − = A
−
−
−
−
−
−
−
−
−
29762135. 2=B
−
−
Figure 6 Relationship between the carbonate to bicarbonate ratio and the pH in a formate brine. The pH is measured with a calibrated
glass electrode in a variety of laboratory and field brines, diluted with nine parts water.
0
1
2
3
4
5
6
7
8
9
10
11
7 7.5 8 8.5 9 9.5 10 10.5 11pH
C a r b o n a t e / b i c a r b o n a t e m o l a r r a t i o
exp( ] [
] [
3
2
3
HCO
CO ) pH×=−
−
·11
1069164.9 −
29762135. 2
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A6.3.5 Maintaining buffer concentration
and capacity
In order to get the full benefit of the carbonate /
bicarbonate buffer in the formate brine, both the
buffer concentration and the buffer capacity should
be maintained during field use.
Buffer capacity (carbonate + hydroxide) can easily
be determined by the standard API phenolphthalein
titration. Some rough level of bicarbonate (over-
whelmed buffer) can be determined by a correlation
between the phenolphthalein titration endpoint and
measured pH, as shown previously.
In most field applications, it has been found that
the most practical way to control pH and maintain
buffer capacity is by adding carbonate. This
method has the advantage that the consequences
of over-treatment are not as severe as with KOH .
A potential disadvantage with this method, however,
is that it allows the concentration of bicarbonate tobuild up. Excessive concentrations of bicarbonate
are known to cause rheology and fluid loss problems
in water-based muds [6].A good indication that the
buffer concentration is getting low and addition of
carbonate is required is that pH drops quickly after
it has been adjusted upwards with KOH .
References
[1] Leth-Olsen, H.: “CO 2 Corrosion of Steels in
Formate Brines for Well Applications”, 2004 NACE,
paper # 04357, New Orleans, USA, March 2004.
[2] Prasek, B.B. et al: “A New Industry Standard for
Determining the pH in Oilfield Completion Brines,”
Paper # SPE86502, Lafayette, LA, February 2004.
[3] Javora P.H. et al: “A New Technical Standard
for Testing of Heavy Brines”, paper # SPE 98398,
Lafayette, LA, February 2006.
[4] “Dilution factors for accurate measurement
of formate brine pH”, Cabot laboratory report
# LR-050, April 2004.
[5] API RP 13B-1: “Standard Procedures for Field
Testing Water-Based Drilling Fluids”.
[6] Berg, P.C., et al.: “Drilling, Completion, and
Openhole Formation Evaluation of High-Angle
Wells in High-Density Cesium Formate Brine: The
Kvitebjørn Experience, 2004 – 2006,” SPE 105733,
Amsterdam, February 2007.