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C h a p t e r 3
C l a y S t a b i l i z a t i o n
The problems caused by shales in petroleum activities are not new. At the
beginning of the 1950s, many soil mechanics experts were interested in the
swelling of clays. It is important to maintain wellbore stability during drilling,
especially in water-sensitive shale and clay formations. The rocks within these
types of formations absorb the fluid used in drilling; this absorption causes
the rock to swell and may lead to a wellbore collapse. The swelling of clays
and the problems that may arise from these phenomena are reviewed in the
literature [528,529,1788,1900]. Various additives for clay stabilization are
shown in Table 3-1 .
Properties of Clays
Clay minerals are generally crystalline in nature. The structure of the clay
crystals determines its properties. Typically, clays have a flaky, mica-type
structure. Clay flakes are made up of a number of crystal platelets stacked
face-to-face. Each platelet is called a unit layer, and the surfaces of the
unit layer are called basal surfaces. A unit layer is composed of multiple
sheets. One sheet is called the octahedral sheet; it is composed of either
aluminum or magnesium atoms octahedrally coordinated with the oxy-
gen atoms of hydroxyl groups. Another sheet is called the tetrahedral
sheet. The tetrahedral sheet consists of silicon atoms tetrahedrally coor-
dinated with oxygen atoms. Sheets within a unit layer link together by
sharing oxygen atoms. When this linking occurs between one octahedral
and one tetrahedral sheet, one basal surface consists of exposed oxygen
atoms while the other basal surface has exposed hydroxyl groups. It is
also quite common for two tetrahedral sheets to bond with one octahe-
dral sheet by sharing oxygen atoms. The resulting structure, know
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