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In drilling engineering, drilling fluid performance directly affects drilling efficiency and downhole safety. Sodium For

In drilling engineering, drilling fluid performance directly affects drilling efficiency and downhole safety. Sodium For

2026-02-28

In drilling engineering, drilling fluid performance directly affects drilling efficiency and downhole safety. Sodium Formate, with its properties of regulating drilling fluid rheology and enhancing anti-fouling capabilities, has become a key additive suitable for various complex drilling environments. Its applicable scenarios need to be comprehensively determined based on geological conditions, temperature and pressure, and drilling process requirements.


High-temperature deep well environments are one of the applicable scenarios for Sodium Formate. When drilling depths exceed 3000 meters and bottom-hole temperatures exceed 150°C, traditional drilling fluids are prone to problems such as a sudden drop in viscosity and increased filtration loss. The formate ions in Sodium Formate can form a stable adsorption layer with clay particles in the drilling fluid, inhibiting the hydration swelling and dispersion of clay at high temperatures and maintaining stable drilling fluid viscosity. In ultra-deep well drilling practices in the Tarim Oilfield, drilling fluids with added Sodium Formate maintained a viscosity retention rate of over 85% at 180℃, significantly higher than the 60% of traditional drilling fluids, effectively solving the problem of drilling fluid performance degradation caused by high temperatures. Simultaneously, Sodium Formate's resistance to salt contamination makes it suitable for use in high-temperature salt-gypsum formations. It can form complexes with salts such as sodium chloride and calcium chloride in the formation, preventing salt crystal precipitation from damaging the rheological properties of the drilling fluid and ensuring the drilling fluid's rock-carrying and wellbore stability in salt-gypsum formations.


The demand for Sodium Formate is particularly prominent in drilling environments with complex water-sensitive formations. Water-sensitive formations contain clay minerals such as montmorillonite, which are prone to severe hydration and expansion upon contact with water, leading to accidents such as wellbore reduction and wellbore collapse. Sodium Formate can replace sodium ions between clay mineral layers with formate ions through ion exchange, forming a dense adsorption film that blocks water from entering the clay lattice. In shale gas drilling in the Sichuan Basin, the use of water-based drilling fluids containing sodium formate reduced the shale hydration swelling rate from 35% to below 8%, decreased wellbore collapse rate by 60%, and shortened drilling cycles by 15%-20%. Furthermore, in coalbed methane drilling, sodium formate reduces drilling fluid damage to coal seams. Its low surface tension reduces the blockage of coal seam pores by drilling fluid filtrate, improving coalbed methane production efficiency. Compared to traditional drilling fluids, single-well coalbed methane production can be increased by 10%-15%.


The high salinity and high humidity of marine and coastal drilling environments make sodium formate an excellent additive. In marine drilling, seawater intrusion into the drilling fluid leads to increased salt concentration, and traditional drilling fluids are prone to flocculation. Sodium Formate's salt tolerance allows it to adapt to marine environments. Working synergistically with treatment agents in drilling fluids, it maintains good rheological properties even in drilling fluids with salinity exceeding 30,000 mg/L. In drilling at an offshore oil field in the South China Sea, drilling fluids with added Sodium Formate achieved a salt tolerance of 45,000 mg/L, successfully addressing seawater intrusion issues. Furthermore, Sodium Formate's biodegradability meets marine environmental protection requirements, with a biodegradation rate exceeding 90% in seawater, preventing pollution of the marine ecosystem by traditional drilling fluids. Simultaneously, in intertidal drilling in coastal areas, Sodium Formate enhances the drilling fluid's resistance to calcium and magnesium ion contamination, preventing the reaction of calcium and magnesium ions in the intertidal formation with carbonates in the drilling fluid to form precipitates, ensuring normal drilling fluid circulation.


In low-temperature shallow drilling environments, Sodium Formate's antifreeze and rheological regulation functions play a crucial role. In winter drilling in the Songliao Basin of Northeast China, temperatures can drop to -30°C, causing traditional drilling fluids to freeze and resulting in a sharp increase in viscosity. Sodium Formate can lower the freezing point of drilling fluids; at an addition level of 8%, the freezing point can be reduced to below -15°C. Simultaneously, it maintains good fluidity at low temperatures, preventing abnormal viscosity from affecting drilling efficiency. Furthermore, in drilling in shallow permafrost areas, Sodium Formate can reduce the thermal disturbance of the drilling fluid to the permafrost. Its stable rheological properties help control the circulating temperature of the drilling fluid, preventing wellbore instability caused by permafrost thawing, and providing technical support for the development of shallow oil and gas resources.


From high-temperature deep wells to low-temperature shallow formations, from complex terrestrial strata to marine environments, Sodium Formate, with its multi-dimensional performance advantages, has become a highly efficient additive suitable for various drilling environments. As drilling engineering expands into more complex and extreme environments, the application of Sodium Formate in drilling fluid systems will be further deepened, providing reliable material support for solving technical challenges in drilling engineering.