PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 952 Total Pages: 27 Organic Acids for Stimulation Purposes: A Review Luai Alhamad, Ahmed Alrashed, Eiman Al Munif, and Jennifer Miskimins, Colorado School of Mines Summary Hydrochloric acid (HCl) is the acid of choice for acidizing operations in most carbonate formations, and is the base acid that is commonly paired with hydrofluoric acid (HF) in most sandstone applications. However, high dissolving power, high corrosion rate, lack of penetration, and sludging tendency coupled with high temperature (HT) can make HCl a poor choice. Alternatively, weaker and lesscorrosive chemicals, such as organic acids, can be used instead of HCl to avoid these issues. The objective of this paper is to provide an intensive review on recent advancements, technology, and problems associated with organic acids. The paper focuses on formic, acetic, citric, and lactic acids. This review includes various laboratory evaluation tests and field cases that outline the use of organic acids for formation-damage removal and dissolution. Rotating-disk-apparatus (RDA) results were reviewed to determine the kinetics for acid dissolution of different minerals. Additional results were collected from solubility, corrosion, coreflooding, inductively coupled plasma, X-ray diffraction, and scanning-electron-microscope (SEM) diffraction tests. Because of their retardation performance, organic acids have been used along with mineral acids, mainly a formic/HCl mixture, or as a standalone solution for HT applications. However, the main drawback of these acids is the solubility of reaction-product salts. This challenge has been a limiting factor of using citric acid with calcium-rich formations because of the low solubility of calcium citrate. However, the solubility of the salts associated with formic, acetic, and lactic acid can be increased when these acids are mixed with gluconic acid because of the ability of gluconate ion to chelate calcium-based precipitation. In terms of formation-failure response, organic acids are in lower risk of causing a failure compared with HCl, specifically at deep formation treatments. Organic acids have also been used in other applications. For instance, formic acid is used in HT operations as an intensifier to reduce the corrosion rate caused by HCl. Formic, acetic, and lactic acids can be used to dissolve drilling-mud filter cakes. Citric acid is commonly used as an ironsequestering agent. This paper shows organic acid advances, limitations, and applications in oil and gas operations, specifically in acidizing jobs. The paper differentiates and closes the gap between various organic acid applications along with providing researchers an intensive guide for present and future research. Organic Acids An organic acid is any organic compound with acidic characteristics that does not dissociate completely in water and donates hydrogen ions to water molecules. Mineral acids, such as HCl, are stronger than organic acids because of their complete dissociation in water (Robert and Crowe 2000; Burgos et al. 2004). Consequently, organic acids are called weak acids. The strength of mineral and organic acids can be characterized by the value of the acid-dissociation constant (Ka) (Robert and Crowe 2000; Buijse et al. 2004). This constant is used to measure the acid-ionization strength. It is common to take the logarithmic value of Ka, referred to as pKa, and to use it for acid-strength comparisons. High pKa values reflect weak acids, while low values reflect strong acids. For example, the pKa value of HCl is less than unity, while the pKa value of formic acid is 3.751. The acid-dissociation process is represented by the acid chemical species where [HA] is an acid, [A–] is a conjugate base, and [Hþ] is a hydrogen proton, as presented in Eq. 1. Organic acids cannot reach a complete dissociation because of their conjugate base nature to reform the acid again; consequently, conjugate base stability determines the acid strength (Robert and Crowe 2000; Buijse et al. 2004; Chang et al. 2008). HA A þ Hþ : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð1Þ Organic acids are classified according to their chemical-structure groups, with the carboxyl group being the most common. Carboxyl organic acids mainly consist of a carboxyl group and other molecules (R-COOH). For recognition purposes, carboxylic acids are known depending on the number of carbon atoms and associated molecular structure (Badea and Radu 2018). For example, formic acid is called methanoic acid because it contains only one carbon atom (HCOOH), while acetic acid is known as ethanoic acid because it contains two carbon atoms (CH3COOH). Because citric acid contains three carboxyl groups and lactic acid contains one hydroxy group, they are part of the tricarboxylic acids and alpha hydroxy acids, respectively (Al-Khaldi et al. 2005; Al-Harbi et al. 2012; Badea and Radu 2018). The most commonly used organic acids in the oil and gas industry are formic, acetic, citric, and lactic acids because of their ability to meet different application specifications (Al-Khaldi et al. 2005; Chang et al. 2008; Nasr-El-Din et al. 2009). The strong reactivity and corrosivity of HCl, coupled with more-HT applications, encouraged researchers to further study organic acids for reservoirstimulation operations. Organic acids are much weaker than HCl, which can inflict a slower reaction with formation rocks and lower corrosion with steel components (Al-Khaldi et al. 2005; Chang et al. 2008). Among the four studied organic acids in this review, formic acid is the most corrosive acid when it is used without a corrosion inhibitor (CI). Citric acid can cause some corrosion problems, but it is usually used at a low concentration (de Wolf et al. 2017). The objectives of this paper are to recognize these acids and their applications in reservoir-stimulation operations; to understand their chemical interactions with stimulated formation, ions in solutions, and steel tubulars; and to highlight advances and limitations associated with these acids. C 2020 Society of Petroleum Engineers Copyright V This paper (SPE 199291) was accepted for presentation at the SPE International Conference and Exhibition on Formation Damage Control, Lafayette, Louisiana, USA, 19–21 February 2020, and revised for publication. Original manuscript received for review 25 December 2019. Revised manuscript received for review 26 May 2020. Paper peer approved 14 June 2020. 952 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:27 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 953 Total Pages: 27 Formic Acid Overview Formic acid (HCOOH) is a monoprotic acid that is commonly used to stimulate carbonate formations and to enhance CIs for HT applications. The chemical structure of formic acid is shown in Fig. 1. O H OH Fig. 1—Formic acid chemical structure. In stimulation operations, formic acid has been applied widely to remove formation damage in carbonate formations and to dissolve carbonated rocks in sandstone operations. Formic acid is considered the second-most reactive organic acid after citric acid, which assures a strong reactivity with formation materials. Accompanied by another acid or as a standalone fluid, formic acid has secured its place as a stimulation-fluid option (Robert and Crowe 2000; Buijse et al. 2004). However, formic acid concentration is constrained to 9 wt% because of the low solubility of its salt, calcium formate, which results from complexing with calcium ions in solution (Rabie et al. 2015). Table 1 shows the solubility of different organic acid calcium salts in water. Acid Reaction Product (Salt) Solubility (g/L) Acetic Calcium acetate 300 (Rabie et al. 2015) Formic Calcium formate 166 (Rabie et al. 2015) Citric Calcium citrate 0.85 (Nasr-El-Din et al. 2007) Lactic Calcium lactate 79 (Rabie et al. 2015) Table 1—Solubility of different organic acid calcium salts in water. Formic acid has also been used in corrosion-protection blends because of its ability to aid other CI packages (Brezinski 1999; Al-Katheeri et al. 2002). Brezinski (1999) reported that formic acid could aid corrosion inhibition by forming carbon monoxide (CO) on the metal surface that can intensify corrosion inhibition through different mechanisms. Formic acid mixed with strong acid and heat undergoes a dehydration process to produce water and CO. Since 1940, CO has been used in corrosion protection (Heusler and Cartledge 1961). The decomposition of formic acid occurs through two paths: decarbonylation (Eq. 2) or dehydration (Eq. 3). HCOOH ! CO2 þ H2 ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð2Þ HCOOH ! CO þ H2 O: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð3Þ Acetic Acid Overview Acetic acid is another monoprotic acid (CH3COOH) and is considered the second-simplest carboxylic acid after formic acid. Its chemical structure is shown in Fig. 2. H H C H O C O H Fig. 2—Acetic acid chemical structure. In stimulation operations, acetic acid can be paired with another acid to dissolve carbonates, can be used as an iron agent, or can be used to remove drilling-fluid filter cakes (Ewing et al. 1983; Buijse et al. 2004; Al Moajil and Nasr-El-Din 2007). It is usually used up to 13 wt% to avoid an excessive level of acetate ions in solution that can result in producing calcium acetate salt. Calcium acetate solubility in water is shown in Table 1. On the other hand, other studies showed that acetic acid mixed with HCl or formic acid could not contribute or spend appropriately because of a slow ionization step (Chatelain et al. 1976; Burgos et al. 2005). Increasing acetic acid concentration creates two challenges. The first challenge is the precipitation of the reaction product of calcium acetate. The second challenge is the slow acid reactivity as the acid concentration increases, where less acetic acid is being converted or dissociated, as described by Chatelain et al. (1976). The acetic acid-ionization fraction is shown in Fig. 3. Citric Acid Overview Citric acid (C6H8O7) is a weak acid that occurs naturally from citrus fruits. It is considered a triprotic acid that has three carboxylic (COOH) groups and one hydroxyl (OH) group. In solution, its anionic derivative is citrate (C6H8O3– 7 ), which can complex with different ions to create a salt or an ester (Al-Khaldi et al. 2003). The chemical structure of citric acid is shown in Fig. 4. Citric acid has been widely used in the oil and gas industry as an iron-control agent to stabilize ferric and ferrous ions from spent acid (Smith et al. 1969). Recently, citric acid has been investigated in stimulation operations to stimulate carbonate formations as a standalone system or to stimulate sandstone formations with HF. However, the extremely low solubility of its reaction product (calcium citrate) casts doubts on the use of citric acid as a stimulation fluid for calcium-rich rocks (Al-Khaldi et al. 2003, 2010; Burgos et al. 2004; Al-Harbi et al. 2012, 2013; Mohamed et al. 2015). The solubility of calcium citrate is shown in Table 1. November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:27 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 953 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 954 Total Pages: 27 Fraction Converted 1.0 0.8 0.6 2 wt% 10 wt% 15 wt% 0.4 0.2 0 0 25.0 50.0 75.0 Temperature (°C) Fig. 3—Acetic acid converted fraction per temperature for 2, 10, and 15 wt% concentrations (Chatelain et al. 1976). O HO O OH O OH OH Fig. 4—Citric acid chemical structure. Chabarek and Martell (1959) discussed the citric acid capability of complexing with other ions such as magnesium, iron, and calcium. Citric acid can produce water-soluble compounds and water-insoluble compounds. When complexing with other ions, the behavior of citric acid and the resulting compound depends on ionic strength, pH, and temperature. It can act as a sequestering agent that produces a water-soluble compound or as a chelating agent that produces a water-insoluble compound (Chabarek and Martell 1959; Al-Khaldi et al. 2003). Lactic Acid Overview Lactic acid [CH3CH(OH)CO2H] is an a-hydroxycarboxylic acid, shown in Fig. 5, that has served stimulation operations as an ironcontrol agent and as a main component in drilling-fluid mudcake (Elkatatny and Nasr-El-Din 2012). Lactic acid produces calcium lactate salt when it reacts with carbonate, which has moderate solubility in water (Al Moajil and Nasr-El-Din 2014). Although lactic acid is comparable with formic acid in terms of dissociation constant and dissolution of calcite, it has a limited application in stimulation operations because of the reaction-salt solubility (Rabie et al. 2014). O OH OH Fig. 5—Lactic acid chemical structure. Lactic acid can be used in the solid form as a precursor that hydrolyzes with water under certain temperatures to release the acid in situ. This advantage can bring good treatment results because corrosion challenges can be alleviated because of the in-situ released acid, where a well tubular would not be exposed to the acid. Along with that, lactic acid precursors can serve as a diverting agent in multizone acid-stimulation treatments or hydraulic fracturing. In terms of leakoff rate, solid lactic acid reduces the risk of losing the treatment’s fluid into the formation because the acid would be released when it is in the targeted place (Nasr-El-Din et al. 2009). Organic-Acid-Dissociation Process Mineral acids, such as HCl, dissociate completely in water, whereas weak acids do not. During the organic-acid-dissociation process (Eq. 4), the dissociated state (A–) and the undissociated state (HA) coexist within the solution because of the instability state and reverse reaction behavior of organic acids (Nasr-El-Din et al. 2007, 2009; Al-Harbi et al. 2012). HA A þ Hþ : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð4Þ There have been different studies and research conducted to understand the reasons behind the incomplete dissociation of organic acids (Chatelain et al. 1976; Williams et al. 1979; Buijse et al. 2004; Chang et al. 2008; Al-Khaldi et al. 2010). Buijse et al. (2004) mentioned that as the solution pH increases, more Hþ is generated, which shifts Eq. 4 to the right. However, during the acid and rock reaction, carbon dioxide (CO2) gas is generated and kept in solution because of the reservoir pressure being greater than 1,000 psi. CO2 enhances the reaction’s chances to be reversed, which would keep the pH in the range of 4 to 6. At these values, organic acids are not completely dissociated. In addition, CO2 buffers the acid solution through the generation of carbonic acid, which then buffers the solution pH to nearly 4.5 (Williams et al. 1979; Buijse et al. 2004; Chang et al. 2008). Dissolved CO2 can generate carbonic acid through Eqs. 5 through 7. H2 O þ CO2 H2 CO3 H2 CO3 ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð5Þ Hþ þ HCO 3 ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð6Þ 954 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 HCO 3 Stage: Page: 955 Total Pages: 27 Hþ þ CO2 3 : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð7Þ The acid dissociation constant Ka, shown in Eq. 8, is a constant that measures the concentration ratio of both sides of the equation. The dissociation constant helps to measure the acid’s affinity to release a proton (Hþ). However, it is more convenient to express the dissociation constant using Eq. 9, Ka ¼ ½ A ½ H þ ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð8Þ ½AH pKa ¼ logðKa Þ: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð9Þ Strong acids have low values of pKa compared with weak acids that have larger pKa values. For example, HCl dissociates entirely in aqueous solutions, so it has a pKa value that is less than unity, compared with 3.08 for citric acid. Table 2 shows different acid Ka and pKa values, starting with the strongest. Acid HA Ka pKa Hydrochloric HCl >1 <1 Nitric HNO3 >1 Sulfuric HSO–4 1:210 –2 1.92 Citric, first step C6 H8 O7 8:4104 3.128 Hydrofluoric HF 7:210–4 3.14 Formic HCOOH 1:7710–4 3.75 <1 –4 Lactic CH3 CHðOHÞCO2 H 1:3810 3.86 Acetic CH3 COOH 1:7610–5 4.756 Table 2—Dissociation constants for different acids at 25 C. Formic and acetic acids are monoprotic acids that dissociate by following Eqs. 10 and 11. The ionic species for both acids are shown in Figs. 6 and 7; it can be seen that both acids require a high pH value to reach complete spending. HCOOH ðformic acidÞ HCOO þ Hþ pKa ¼ 3:75; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð10Þ CH3 COOH ðacetic acidÞ CH3 COO þ Hþ pKa ¼ 4:756: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð11Þ 1.0 HCOO– HCOOH 0.8 α 0.6 pH = 1.02 onset of free HCOO– 0.4 0.2 0 0 2 4 6 8 10 12 14 pH Fig. 6—Distribution of formic acid conjugate base as a function of solution pH value (Al-Harbi et al. 2012). 1.0 CH3COO– CH3COOH 0.8 0.6 α pH = 2.01 onset of free CH3COO– 0.4 0.2 0 0 2 4 6 8 10 12 14 pH Fig. 7—Distribution of acetic acid conjugate base as a function of solution pH value (Al-Harbi et al. 2012). November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 955 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 956 Total Pages: 27 Citric acid is a triprotic acid that consists of different ionic species. Ionic species distribution is dependent on solution pH and the dissociation constant, as illustrated in Fig. 8. In addition, citric acid dissociates stepwise, as in Eqs. 12 through 15 (Chabarek and Martell 1959; Smith and Martell 1989). H3 C6 H4 O6 OH H2 C6 H4 OH þ Hþ pKa1 ¼ 3:128; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð12Þ H2 C6 H4 O6 OH HC6 H4 O6 OH2 þ Hþ pKa2 ¼ 4:76; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð13Þ HC6 H4 O6 OH2 C6 H4 O6 OH3 þ Hþ pKa2 ¼ 6:4; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð14Þ C6 H4 O6 OH3 C6 H4 O6 OH4 þ Hþ pKa2 ¼ 11:6: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð15Þ 1.0 Citric2– 0.8 Citric3– Citric γ 0.6 0.4 Citric4– Citric– 0.2 0 0 2 4 6 8 10 12 14 Equilibrium pH Fig. 8—Distribution of citric acid conjugate bases as a function of solution pH value (Al-Khaldi et al. 2003). Lactic acid is a hydroxy carboxylic acid that dissociates partially in water to give lactate and hydrogen ions, as shown in Eq. 16. Dissociation of lactic acid vs. solution pH is shown in Fig. 9. LA $ Hþ þ L pKa ¼ 3:86: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð16Þ 1.0 0.9 – Lactate (L ) 0.8 Mole Fraction 0.7 Lactic acid (HL) 0.6 pKa = 3.79 0.5 0.4 0.3 0.2 0.1 0 0 1 2 3 4 5 6 7 8 pH Fig. 9—Distribution of lactic acid conjugate base as a function of solution pH value (Rabie et al. 2014). Carbonate Stimulation HCl is the most commonly used acid for carbonate-acidizing operations and has been used for many years (Buijse et al. 2004). However, the strong dissolution level, high corrosion rate, and poor etching pattern drove the industry and academia to retard HCl using emulsified acid, gelled acid, or surfactants. Unfortunately, all these methods have their limitations (Nasr-El-Din et al. 2007). Weak acids have been used in carbonate-stimulation operations as a choice instead of HCl because of their retardation reaction with carbonate and as iron-control agents because of their ability to stabilize ferric and ferrous ions in solution (Elkatatny and Nasr-El-Din 2012). Because weak acids are less reactive than HCl, many investigations have been completed to identify weak acid benefits in stimulation operations. The conventional organic acids, formic and acetic, tackled some of the main challenges, such as tubular corrosion, acid penetration, and reaction rate. Along with that, citric acid was introduced in capsule form to generate in-situ acid states (Al-Khaldi et al. 2003). However, there are two drawbacks to these organic acids in stimulation treatments. The first drawback is the solubility of their reaction products. The second drawback is the reaction of those acids with carbonates because the reaction is reversible, which prevents the acid from reaching a complete reaction stage (Nasr-El-Din et al. 2009). 956 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 957 Total Pages: 27 Weak acids react with carbonate through hydrogen ions that dissociate in water from organic acids. The hydrogen attack on carbonate rocks would produce calcium ions, water, and CO2 that are dissolved in solution, as can be seen in Eq. 17. 2Hþ þ CaCO3 Ca2þ þ H2 O þ CO2 : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð17Þ In terms of the corrosiveness of organic acid, Nasr-El-Din et al. (2012) studied the corrosion rates of carbon-steel tubulars caused by different organic acids. In the absence of a CI (at 1,000 psi and 300 F), formic acid showed to be the top corrosive organic acid to L-80 tubulars, whereas the glutamic acid N,N-diacetic acid (GLDA) system was the least corrosive one. Fig. 10 illustrates the corrosion rates of the different tested organic acid systems. Alhamad and Miskimins (2020) investigated the corrosion rate of 9 wt% lactic acid and found that it can be as corrosive as formic acid, with a tendency of causing iron lactate precipitation. 6-hour Metal Loss (lbm/ft2) 1.2 1.0 0.8 0.6 0.4 0.2 20 wt% GLDA 20 wt% HEDTA 10 wt% 10 wt% 10 wt% Acetic acid Citric acid Formic acid Fig. 10—Corrosion rates of formic acid, citric acid, acetic acid, hydroxyethylene-diamine-tetra-acetic acid (HEDTA), and GLDA (no CI) (Nasr-El-Din et al. 2012). The following subsections show different studies conducted on formic, acetic, citric, and lactic acids for carbonate acidizing, along with example field results. Formic and Acetic Acids. One of the most highlighted studies for formic acid and acetic acid thermodynamic limitations was conducted by Chatelain et al. (1976). This study established correlations between unreacted organic acid fraction with temperature and initial acid concentration in reaction with limestone and dolomite samples. Both formic- and acetic-acid-converted fractions showed the same trend when concentrations and temperature were increased, as shown in Fig. 11. Reaction limitations were justified by dissolved CO2 gas and reaction-product salts of calcium formate and calcium acetate (Chatelain et al. 1976). 1.0 5 wt% formic Fraction Converted Fraction Converted 1.00 0.96 0.92 10 wt% 0.88 0.84 0.80 0 50 100 150 200 Temperature (°F) 250 300 5 wt% 0.8 0.6 2 wt% acetic 10 wt% 15 wt% 0.4 0.2 0 0 50 100 150 200 250 300 Temperature (°F) Fig. 11—Converted fraction of (left) formic acid and (right) acetic acid vs. temperature for different initial concentrations (Chatelain et al. 1976). Dill and Keeney (1978) investigated the addition of formic acid to HCl to lower the corrosion rate and to increase wormhole length in limestone stimulations. After adding the CI, corrosion tests showed that 7.5% HCl and 10% formic acid were less than the corrosion rate of 0.05 lb/ft2, without the need for any intensifier, up to 400 F for 6 hours. Moreover, the blend was retarded with a new chemical retarder that decreased the blend reactivity, which resulted in a weaker reaction rate. They reported that although formic acid can lower the corrosivity of HCl, after a particular concentration, the weak acid would contribute to an increase in corrosion rate, as shown in Fig. 12 (Dill and Keeney 1978). Van Domelen and Jennings (1995) reported one of the first massive formic/acetic-acid-blend treatments in a limestone formation. Their goal was to develop a new organic acid blend that would be as effective as HCl with lower reaction and corrosion rates for HT operations. Their laboratory work found that a 9 wt% formic and 13 wt% acetic acid blend can have the same dissolving power as a 15 wt% HCl solution, but with retarded reaction and less corrosion risk. The blend was also tested with a gelling agent to retard the reaction by building viscosity. The retardation test showed that organic acid would yield better viscosity than HCl by providing more stability to the gelling-agent polymers. The blend was advanced for application in the Arun Formation in Indonesia, where the average reservoir temperature is 350 F. The field responded positively in terms of total production and tubular protection as the increase of the total production was sustained for an extended period with an average of 1.55-times production improvement (Van Domelen and Jennings 1995). After the successful treatment in Arun Formation in Indonesia, da Motta et al. (1998) applied a 7% formic and 5% acetic acid mixture to stimulate and remove calcium carbonate scale in the Merluza Formation offshore of Brazil. Their study was inspired by the need November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 957 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 958 Total Pages: 27 to find an alternative blend to the HCl-based blend that could assure maximum protection for CR-13 alloys. Initially, a 10% acetic acid was used to remove calcium carbonate scale, but according to the laboratory results, a 7% formic and 5% acetic acid mixture is four times more effective than acetic acid alone. Formic acid is far stronger than acetic acid, as can be seen in the dissociation constants presented in Table 2. In the mixture, acetic acid would buffer the solution, providing more retardation, and formic acid would increase the blend strength. Solubility tests showed that 10% acetic acid would need 2 hours to dissolve calcium carbonate scale, while the blend would need only 30 minutes. Field results showed that the new blend was able to increase the cumulative production from the treated wells from 837 000 to 1.576 million m3/d (da Motta et al. 1998). Corrosion in mg/cm2 (lbm/ft2) 58.8 (0.12) 10% HCl 49.0 (0.10) 39.2 (0.08) 7¹⁄₂% HCl 29.4 (0.06) 19.6 (0.04) 9.8 (0.02) 0 2 4 6 8 10 12 14 Formic Acid (by wt%) Fig. 12—Corrosion rates vs. formic acid concentration blended with 7.5 or 10% HCl (Dill and Keeney 1978). Fredd and Fogler (1998) studied the acetic acid reaction with calcite using an RDA. Over the pH range of 2.3 to 2.9, the dissolution rate of acetic acid was mass-transfer limited because of the reversible reaction of the acid. This implies that the reaction is limited by the transport of reactant and reaction products to and from the calcite surface, respectively. At a pH value greater than 3.7, they reported that the reaction was surface limited, and under that value, the dissolution was in a transition between the two reaction characteristics (Fredd and Fogler 1998). Fig. 13 shows the surface reaction of any organic acid and the reactant and product transportation to and from the reaction surface. Ca2+ HA CO2 Diffusion Dissociation + – HA H + A Boundary layer + 2+ 2H + CaCO3 ↔ Ca + H2O + CO2 Fig. 13—Surface reaction of an organic acid with rock surface and the reactant and product transportation to and from the reaction surface. One of the main challenges for carbonate acidizing using HCl is maintaining the optimal injection rate. Because HCl is highly reactive with calcium carbonate at HTs, a face-dissolution pattern can occur at a low injection rate (Akanni and Nasr-El-Din 2016). HCl requires a high injection rate to reach the optimal results that would exceed the maximum-allowable rate (Fredd and Fogler 1998; Al-Duailej et al. 2013; Akanni and Nasr-El-Din 2016). Ultimately, the low reactivity of organic acids allows them to be injected at an optimal injection rate to develop the desired wormhole pattern (Huang et al. 2000; Al-Duailej et al. 2013; Akanni and Nasr-El-Din 2016). Huang et al. (2000) illustrated this fact by coreflooding different cores using 11.6% acetic acid at room temperature. Results showed that acetic acid requires a lower injection rate and more pore volume (PV) to breakthrough compared with the previous 3.4% HCl linear-modeling results. They reported that the advances of acetic acid can be more feasible when it is used at HT applications, as per linear-modeling results. In addition, the slow reactivity of acetic acid would result in larger wormholes than those created from HCl. However, according to an estimation driven from the radial-Darcy-flow equation, the skin factor would be lowered with wormholes as small as the ones obtained from HCl (Huang et al. 2000). Acetic acid was also investigated for removing drilling-fluid filter cake; HCl was not a suitable choice because of its incompatibility issues with unconsolidated formations. Nasr-El-Din et al. (2001) reported that 10 wt% regular and emulsified acetic acids showed good solubilities in laboratory tests. However, laboratory and field tests concluded that the emulsified acid could impose damages because of fines migration. Both acetic acid formulas were applied in the Shu’aiba Carbonate Reservoir in Saudi Arabia, where the emulsified acid results were less than expectations, while the regular acid showed significant productivity improvement (Nasr-El-Din et al. 2001). Promising laboratory and field results for formic and acetic acids motivated different companies to consider these weak acids for field applications. Nasr-El-Din et al. (2002, 2003) applied 9 wt% formic with 15 wt% HCl gelled acids to stimulate the Khuff Formation 958 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 959 Total Pages: 27 in Saudi Arabia. The main idea was to maintain a slow reaction using formic acid and a gelling agent along with maintaining a highly reactive mixture that is less corrosive than 28 wt% HCl to protect CR-13 tubulars. Corrosion tests were performed on L-80 steel and SCR-13 coupons while maintaining corrosion rates of 0.05 and 0.03 lb/ft2, respectively. The tests were conducted for 3 hours under 2,500 psi and 250 F. An addition of 15 gal/1,000 gal organic acid CI ensured that corrosion rates were less than 0.02 lb/ft2 and free of any pitting. As was expected from the laboratory results, all field trials responded positively, with a substantial increase in gasproduction and minimum-corrosion results. Al-Mutairi et al. (2005) used the same formula of in-situ gelled acid to acid fracture multiple wells in the same formation. Effective results were obtained, similar to the previous treatments conducted by Nasr-El-Din et al. (2002, 2003); the formic/HCl blend showed enhancement compared with other systems in terms of well responses and corrosion outcomes. An intensive study was performed with 13/9% acetic/formic acids by Buijse et al. (2004), where they built a model to capture formic/ acetic acid reactions with carbonates. The model was straightforward and was compared with actual laboratory results to confirm its validity and accuracy. One of their most significant outcomes was the fact that even with 13/9% acetic/formic acid blends being comparable with 15% HCl in terms of acid strength, the incomplete spending of organic acids undermines the dissolving power to that of 8% HCl (Buijse et al. 2004). The model demonstrated the low dissociation of acetic acid in the 13/9% blend because most of the dissolution was contributed by formic acid, while the acetic acid contribution was insignificant. However, the acetic acid addition plays a significant role in slowing the reaction and keeping the pH in the acidic range. The model also showed the advances of organic acids in terms of penetration depth. For example, the 13/9% blend reached up to 100 m, while 15% HCl only reached 40 m because of rapid spending. Fig. 14 shows the acid concentration as a function of penetration depth generated from the Buijse et al. (2004) model. Field application of this blend was performed in Maraca Field in Venezuela, where the total production increased from 3,600 to 20,500 BOPD. Acid Concentration (mol/L) 5.0 Fracture height: 20 m Fracture width: 0.5 cm Fracture length: 100 m Pump rate: 15 bbl/min Volume: 100 m3 Acid viscosity: 10 cp Reaction order n: 0.6 Rate constant k: 0.023 4.5 4.0 3.5 3.0 15% HCI 2.5 2.0 13/9% Acetic/formic 1.5 1.0 Incomplete spending 0.5 0 0 20 40 60 80 100 Distance from Wellbore (m) Fig. 14—Acid concentration as a function of penetration depth generated from the Buijse et al. (2004) model. Nonetheless, Burgos et al. (2005) reported that wells treated with the 13/9% acetic/formic acids in Maraca Field showed a decline in production after a few months. Encapsulated citric acid treatments were conducted, but poor results occurred because of unbroken polymers in the pad fluids, poor etching, and precipitation of calcium citrate salt (Burgos et al. 2004). As a result, laboratory and simulation tests were performed on two blends using acetic and formic acids coupled with a low concentration of HCl. The addition of 5 wt% HCl to formic acid showed production improvement in formations with permeability of 15 md or greater. The addition of HCl to acetic acid overshadowed the acetic acid contribution because acetic acid would partially spend and dissociate in water because of its low dissociation constant. Conversely, formic acid has a higher dissociation constant that would add more value when coupled with HCl. The proposed mixture was 7/11% HCl/formic acid. The 7% HCl could be spent within the wellbore-zone area, and the formic acid would generate extended conductive wormholes by evolving in the generated wormhole tips. HCl was limited to 7% to avoid sludging and severe corrosion, while formic acid was limited to 11% to avoid calcium formate precipitation. The new blend was applied in the previous wells that were stimulated with the 13/9% acetic/formic blend. Results showed that better productivity-index values were obtained, except in a well that was already around maximum conductivity from the previous treatment (Burgos et al. 2005). Fig. 15 shows a comparison of productivity-index values between wells treated with the 13/9% acetic/formic acids and the 7/11% HCl/formic acids. 2.00 1.80 Organic acid 7/11 acid Expon. (organic acid) Expon. (7/11 acid) 1.60 PI [(B/D)/psi] 1.40 1.20 1.00 0.80 0.60 0.40 0.20 0 0 0.5 1.0 1.5 2.0 2.5 phi*h (ft) Fig. 15—Productivity index (PI) vs. storability for wells treated with 13/9% acetic/formic and 7/11% HCl/formic acids (Burgos et al. 2005). November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 959 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 960 Total Pages: 27 Nasr-El-Din et al. (2006) used the same HCl/formic acid blend applied in the early 2000s in the Khuff Formation in Saudi Arabia. However, they compared the performance of in-situ gelled acid with gelled acid in the long-term production outcomes. Previously, HCl was crosslinked to produce an in-situ gelled acid that has low viscosity in the surface, which is easier to pump, and builds viscosity after reacting with the formation, which slows the reaction. In-situ crosslinked acids are usually used to build higher viscosity in situ that can overcome the HT and yield a slower reaction rate. In the Khuff Formation, more extended wormholes were needed to sustain higher conductivity from created fractures. Laboratory tests showed that crosslinked HCl alone without formic acid would not be the best choice in terms of viscosity. The addition of formic acid would stabilize the blend viscosity. Also, temperature stability was better for the HCl/formic blend than HCl alone for both spent-acid (where viscosity should be high) and live-acid states (where viscosity should be low). Coreflood tests showed that gelled and in-situ gelled acids would achieve narrower and longer wormholes than HCl alone because the acid did not spend so fast thanks to the gelling ability to retard the acid system. A total of 11 successful field trials were conducted using the 15/9% HCl/formic acid blend, where the results showed better performance for the in-situ gelled acid over the gelled acid because of better leakoff control caused by the high viscosity. Fig. 16 shows the cumulative production of wells treated with both blends. Flowback samples indicated that both blends maintained the integrity of CR-13 tubing with insignificant corrosion damage (Nasr-El-Din et al. 2006). Cumulative Production (MMcf) 45,000 40,000 35,000 30,000 25,000 20,000 Gelled HCL/formic acid 15,000 Crosslinked HCL/formic 10,000 5,000 0 0 50 100 150 200 250 300 350 400 450 Production Time (days) Fig. 16—Cumulative production for wells treated with gelled acid or in-situ gelled acid (Nasr-El-Din et al. 2006). Surfactant-based acids started to gain more attention in the mid-2000s because of their superiority over polymer-based acids in terms of possible unbroken polymer damage. Surfactant-based acids have been mainly used to divert acid treatment because viscosity is built by the acid reaction with rocks to produce an impermeable gel. This gel can be broken by hydrocarbons after treatment (Li et al. 2011). With more demands for organic acids along with surfactant-based acids, it was essential to understand how these systems would affect each other when combined together. Li et al. (2011) investigated the behavior of the apparent viscosity of amidoamine oxide surfactants when organic acids were in solution, using a high-pressure/HT (HP/HT) rheometer. The addition of formic and acetic acids reduced the apparent viscosity of the spent system regardless of the acid concentration. Nevertheless, the apparent viscosity of amidoamine oxide surfactants has an indirect correlation with organic acid concentrations because more acid strength in solution would cause more reduction in the solution’s apparent viscosity. Although formic acid did not follow this trend, the apparent viscosity stayed the same in all concentrations. This same effect of organic acids and formic acid was reported by Cetin and Nasr-El-Din (2017). This effect enabled the system to be used in a broader range of applications when it is coupled with formic acid. Another finding was noted for the system when used with citric acid because citrate ions have high stability with calcium ions in solution, which produced calcium citrate salt. The apparent system viscosity increased using citric acid because of the suspension of calcium citrate in solution. Li et al. (2011) concluded that organic acids affect the amidoamine oxide surfactant system by rearranging the surfactant micelles and changing the shape of the micelles. This effect happens because of the high affinity between calcium ions and organic acids, which left fewer calcium ions in solution to form rod-shaped micelles that build the spent-acid viscosity. To compensate for this effect, the authors recommended increasing the surfactant loading while considering compatibility, wettability, and rheological tests at downhole conditions (Li et al. 2011). Rabie et al. (2012) also studied the effect of formic acid when mixed with HCl to make in-situ gelled acid. The difference between the Rabie et al. (2012) work and previous authors is the initial HCl concentration. Lower initial concentration of HCl would let the organic acid contribute more toward spending the acid. Higher initial HCl concentration would dissolve most of the calcium carbonate. For example, Li et al. (2011) used 20 wt% HCl mixed with an organic acid to spend the acid with calcium carbonate, while Rabie et al. (2012) used HCl between 0 and 5 wt%. Coreflood and RDA tests were conducted by Rabie et al. (2012), which showed that a high concentration of formic acid made the in-situ gelled acid behave like gelled acid, with more PVs needed to break through. This means that more formic acid in the solution leads to more-viscous live acid because organic acids give more stability to the polymers used in the gelling agent. In the spent case, more formic acid led to less-viscous gel compared with HCl alone because of the incomplete spending of formic acid. RDA tests showed that the dissolution rate was associated with the formic acid concentration. When the formic acid concentration was increased, the dissolution rate decreased. This behavior was also recorded for in-situ gelled acid based on HCl only, where less dissolution was noticeable when the HCl concentration was increased. In their research, it was recommended not to use formic acid with HCl to generate in-situ gelled acid because the blend would not develop sufficient viscosity when spent because of low HCl concentration and incomplete spending of formic acid (Rabie et al. 2012). Carbonate acidizing using formic and acetic acids has become a common practice in stimulation operations, specifically in HT applications. Optimization and elimination of these acids’ drawbacks can extend their application fields. It can be concluded from the previous laboratory and field applications that reaction-product-salt limits prevent these acids from being used at greater than the maximum concentration before calcium salts are produced. In an attempt to overcome this challenge, Mohamed et al. (2015) mixed formic or acetic acid with gluconic acid to produce a new salt that has a higher solubility than these calcium salts. They used coreflood tests to 960 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 961 Total Pages: 27 investigate the optimal ratio between organic and gluconic acids based on molarity. A 15 wt% acetic acid was used alone to coreflood a limestone core and showed white precipitation (calcium acetate) in the core inlet, as shown in Fig. 17. However, the introduction of gluconic acid at a 1:1 molar ratio of gluconic to acetic acids prevented this precipitation. The optimal ratio dependent on minimum PV to breakthrough was found to be 1:4 of gluconic to acetic acids. A blend with 15 wt% acetic acid and 12 wt% gluconic acid was free of precipitation. Formic acid was used up to 12.5 wt% without calcium formate precipitation when 1:7 of gluconic/formic acid molar ratio was applied (Mohamed et al. 2015). Fig. 17—Core-inlet face flooded with 15 wt% acetic acid that caused calcium acetate precipitation (Mohamed et al. 2015). Safari and Fragachan (2018) compared 15% HCl and 10% acetic acid stimulation results on the rock mechanical response in carbonate formations. Unoptimized stimulation fluid can lead to counterbalance the production gain by increasing local porosity. This increase can reduce the rock strength and can increase the risk of compaction. Safari and Fragachan (2018) used a rock-failure model to conclude that acid type, acid volume, and acid strength have the main effects on alternating the stimulation efficiency. The efficiency was mainly investigated from the perspective of rock mechanical response. Safari and Fragachan (2018) showed that acetic acid needed a higher pumping rate (higher volume) to reach the same wormhole length as the one obtained with HCl. However, the formation-failure response was very high in the case of HCl, specifically at elevated depths where the stresses are high. Fig. 18 shows a comparison of the compaction-failure profile of the treated wellbore at 250 F obtained from stimulating with HCl and acetic acid at 9,454 ft. In terms of production, the low reactivity of acetic acid ensured better production-enhancement sustainability that resulted in better performance than the HCl case. Using acetic acid over HCl showed a difference of 85 B/D, which can justify the surplus cost of acetic acid. Fig. 18—Comparison of the compaction failure profile of the treated wellbore at 2508F obtained from stimulating with (left) HCl and (right) acetic acid at 9,454 ft (Safari and Fragachan 2018). Citric Acid. Citric acid reacts with carbonate through the hydrogen-ion attack that takes place after dissociation of the citric acid in solution, as shown in Eqs. 18 through 20 (Al-Khaldi et al. 2003). 2Hþ þ CaCO3 Ca2þ þ H2 O þ CO2 ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð18Þ H2 AOH þ Ca2þ CaH2 AOHþ ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð19Þ Ca2þ þ 2ðCaH2 AOHþ ÞðaqÞ Ca3 ðAOHÞ2 ðsÞ # þ4Hþ : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð20Þ November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 961 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 962 Total Pages: 27 As per Eqs. 18 through 20, with more dissociation of hydrogen ions from citric acid and its species, citrate ions become more available for calcium ions to start complexing. As the solution pH increases, free calcium ions tend to stabilize more with the formation of insoluble calcium citrate salt (Al-Khaldi et al. 2003). Blauch et al. (2003) reported the use of encapsulated citric acid technology for well-production-enhancement treatment in carbonate formations. Their results were positive and showed 10-fold increase in reservoir pressure and larger than onefold increase in production. Moreover, the tested technology showed better results in fracture conductivity than other conventional acidizing systems, such as 20% HCl and emulsified acid, as can be seen in Fig. 19. 100,000 Conductivity (md-ft) 10,000 250°F, HCl 20% 1,000 250°F, emulsified acid 1 lbm/gal EA equivalent at 250°F 100 No acid, fractured 10 250°F 20/40 cp at 2 lbm/ft2 1 0 2,000 4,000 6,000 8,000 10,000 12,000 Closure Stress (psi) Fig. 19—Fracture-conductivity-test comparison for different systems (Blauch et al. 2003). Furthermore, they investigated the encapsulated-acid-technology mechanisms using environmental SEM (ESEM). The capsule, shown in Fig. 20, is mainly coated with a hydrogenated-vegetable-oil material. The performance is profoundly affected by its melting point to release the acid. Using the ESEM (heat-stage method), Blauch et al. (2003) studied the heat-release mechanisms. They found that the melting point is discrete, and acid dispersion is controlled by manipulating the coating composition and diffusional properties of the coating membrane. Burgos et al. (2004) added that acid release could also be affected by formation temperature and closure stress, which can crush the capsules and release the acid. Nevertheless, two main mechanisms are followed by the encapsulated acid technology: the diffusional osmotic exchange release and the thermal melt release of protective coating (Blauch et al. 2003). Figs. 21 and 22 show ESEM photos of the two mechanisms. Fig. 20—Sand-size crystal that contains citric acid coated with hydrogenated-vegetable-oil material (Blauch et al. 2003). Fig. 21—ESEM photo of acid being released through a diffusional osmotic exchange mechanism (Blauch et al. 2003). 962 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 963 Total Pages: 27 Fig. 22—ESEM photo of acid being released thermally (Blauch et al. 2003). Burgos et al. (2004) reported contrary results when the encapsulated citric acid was investigated in a carbonate formation. They tested the capsules through conducting a field trial by fracturing a formation with a regular gel pad. Then, the encapsulated citric acid would be placed inside the fracture to stimulate the fracture faces. However, no significant production enhancement was observed. The negative results were attributed to three different explanations. The first one was associated with the used fluid pad because it contained a high concentration of polymers. Breaking these polymers is a common problem in hydraulic-fracturing operations, and polymers left inside the formation were the first potential source of the low enhancement. The second explanation was the poor etching generated from the released acid. Acid etching is vital to make functional connectivity between the formation and the wellbore that can assist hydrocarbon flow. The last explanation was the citric-acid-reaction product with carbonate, calcium citrate, which was produced because of the high stability between calcium and citrate ions (Al-Khaldi et al. 2003). The low solubility of the salt imposes formation damage within the created channels that would plug hydrocarbon pathways to the wellbore (Burgos et al. 2004). Different tests were performed to investigate the poor results and to understand the contribution of calcium citrate toward the poor results. Limestone rocks were placed with 10% citric acid in an autoclave under 250 F and 1,200 psi. Laboratory results showed that acid spending was low because the pH values of different samples increased from 1.7 to 2.7 after 24 hours. The solution pH curves of the 13/9% acetic/formic acid and the 10% citric acid are plotted vs. time in Fig. 23. Calcium citrate was not noticed in the liquid samples, but white precipitation was noticeable in the examined limestone rocks. On the basis of such, Burgos et al. (2004) concluded that using citric acid can generate severe formation damage that can undermine the use of citric acid in stimulation operations (Burgos et al. 2004). 4.5 pH after 24 hours: 4.2 4.0 13/9% acetic/formic 3.5 pH 3.0 pH after 24 hours: 2.7 2.5 10% citric 2.0 1.5 1.0 0 100 200 300 400 500 Time (minutes) Fig. 23—Solution pH values of 13/9% acetic/formic acid blend and 10% citric acid vs. time (Burgos et al. 2004). Al-Khaldi et al. (2003) investigated the citric acid reaction with carbonate rocks by understanding the geochemical reaction paths and calcium citrate precipitation. According to Al-Khaldi et al. (2003), the pH value of a solution is a significant factor for calcium citrate precipitation. By mixing calcium carbonate with different strengths of citric acid solutions, calcium citrate precipitation was found to start depositing between pH values of 2.7 and 3.2, as shown in Fig. 24. Iron(III) ions within solution could prevent calcium citrate precipitation because of the high stability constant between iron(III) and citrate ions. Magnesium ions in solution did not have a positive effect on calcium citrate precipitation (Al-Khaldi et al. 2003). In this research, it was concluded from coreflood and fracture-conductivity tests that CO2 has a positive effect on preventing citrate ions from being free to complex with calcium ions when pore pressure was 900 psi. Tests conducted in atmospheric conditions showed a negative effect of citric acid on limestone and dolomite cores caused by CO2 gas being released out of solution. On the other hand, tests conducted in in-situ conditions showed permeability and conductivity improvement without calcium citrate precipitation (Al-Khaldi et al. 2003). Intending to determine the citric acid diffusivity from the calcite reaction, Al-Khaldi et al. (2010) used an RDA for various citric acid strengths. Citric acid and calcite reaction was described by three steps: reactants’ transfer to the calcite surface, reaction at the calcite surface, and transfer of reaction product away from the surface (Al-Khaldi et al. 2010). The slowest step determines the overall reaction. The three steps are shown in Fig. 13. November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 963 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 964 Total Pages: 27 Concentration of Ca in Solution (mg/L) 6000 4.0 wt% citric acid 5000 4000 7.6 wt% citric acid 3000 2000 2.1 wt% citric acid 5.8 wt% citric acid 1000 0 2.0 2.2 2.4 2.6 2.8 3.0 3.2 3.4 Equilibrium pH Fig. 24—Calcium-ion concentration vs. solution pH values for different initial citric acid strengths (Al-Khaldi et al. 2003). Calcite-Dissolution Rate (gmol/cm2/s) The results showed that citric acid could not effectively dissolve calcium carbonate without precipitating calcium citrate. At 2.1 and 7.6 wt% of citric acid, calcium citrate can precipitate when there are 5,000 and 2,500 ppm of free calcium ions in solution, respectively. Although the effective-diffusion coefficient of citric acid becomes greater with a higher initial acid concentration, calcium citrate would precipitate more because of the presence of more calcium ions in the solution (Al-Khaldi et al. 2010). RDA tests were performed at 1,000 psi and 50 C, and the reaction regime was dependent on initial acid strength. At low acid concentration, the dissolution rate was mass-transfer limited regardless of rotation speed. For high acid concentration, the dissolution rate was mass-transfer limited up to 500 rev/min. At higher rotational speed, the dissolution rate was surface-reaction limited because of calcium citrate acting as a barrier between the acid solution and the calcite. Calcite-dissolution rates derived from different citric acid solutions vs. rotational speed are shown in Fig. 25. It was found that the dissolution rate did not increase significantly with increasing acid strength, except between 1 to 2 wt%. This finding is cost effective because there is no need to use a high concentration of citric acid where 2 wt% would achieve the same results of 7.5 wt% with less calcium citrate precipitation (Al-Khaldi et al. 2010). ×10–7 12 Initial citric acid concentration (wt%) 1 2 10 5 7.5 8 6 4 2 0 0 2 4 6 8 10 12 ω 0.5, S –0.5 Fig. 25—Calcite-dissolution rate for different citric acid solutions vs. rotational speed (Al-Khaldi et al. 2010). In a goal to increase calcium citrate solubility, Mohamed et al. (2015) used gluconic acid as a chelating agent to be mixed with a citric acid solution. Gluconic acid effects were evaluated using coreflood tests only, where the results showed that gluconic acid would not add any value to calcium citrate solubility because of the high stability between calcium and citrate ions. Lactic Acid. Lactic acid reaction with carbonate has been a subject of study for many researchers (Lund et al. 1973; Plummer et al. 1978; Sjöberg and Rickard 1984). This reaction can be classified into three subreactions: hydrogen-ion reaction, water reaction, and carbonic acid reaction with calcite, shown in Eqs. 21 through 23, respectively. Hþ þ CaCO3 $ Ca2þ þ HCO 3 ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð21Þ H2 O þ CaCO3 $ Ca2þ þ HCO 3 þ OH ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð22Þ H2 CO3 þ CaCO3 $ Ca2þ þ 2HCO 3 : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð23Þ The hydrogen-ion reaction is represented by Eq. 21 and is the dominant reaction at a low pH value. Eq. 22 represents the waterdissolution reaction that is dominant at a high pH value. The last reaction, Eq. 23, represents the carbonic acid reaction with calcite. It is only considered when CO2 partial pressure is higher than 0.1 atm, and the solution pH value is higher than 5. Because this study is focusing on the reaction of lactic acid with calcite under acidic solutions with a low pH value, the hydrogen-ion reaction is the only one considered. Lactic acid has received less attention than other organic acids because of the solubility of its reaction product of calcium lactate. Similar to citric acid, lactic acid is an a-hydroxycarboxylic acid, but with much higher solubility than citric acid in terms of their 964 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 965 Total Pages: 27 calcium salts (Nasr-El-Din et al. 2009; Rabie et al. 2015). Salt solubilities are shown in Table 1. Nasr-El-Din et al. (2007) studied lactic acid reaction with carbonate in solid forms. The main goal was to address limitations with other conventional acid systems, including corrosion, reaction-product precipitations, and acid-leakoff rate. The solid beads release lactic acid under exposure of heat and water, which can be placed inside a fractured formation to add more etching onto the fracture faces. Different laboratory tests were performed during their study to investigate the hydrolysis of the solids, solubility of limestone cores caused by the released acid, compatibility, core etching, and corrosion tests. The results showed that solids hydrolysis is highly dependent on temperature because the solids could release the acid in less than 1 hour at a temperature of 300 F, while it needed 12 hours at 200 F. A borate gel was also tested to suspend the solids, but the final solution pH value was noted to be higher than that in the case of using deionized water. The high pH was explained by the fact that the borate gel is a high-pH solution, and the solids would consume a portion of the acid to increase the solution pH value. Corrosion tests showed that the released lactic acid would require a low concentration of an organic acid CI to keep the corrosion rate at less than the acceptable value. A high etching pattern was noticed when the solids were placed inside a vessel with a core in the bottom (Nasr-El-Din et al. 2007). The solid beads are shown in Fig. 26. Fig. 26—Solid beads of lactic acid (Nasr-El-Din et al. 2007). Laboratory results were positive enough to apply the new solid beads in a deep gas formation in Saudi Arabia where a well was fractured using a high-pH borate gel (Nasr-El-Din et al. 2009). Solid beads were added to the fracturing fluid on the fly to carry it inside fractures. The well was shut down for 24 hours to allow the appropriate time for the acid to be hydrolyzed. The treatment evaluation was conducted by means of flowback-sample analysis and production rate. After 9 months of production, results were below expectations because the gas rate only improved from 18 to 19.5 MMcf/D, and the skin factor was lowered from 7.5 to 5.5. Nasr-El-Din et al. (2009) attributed this low improvement to four reasons. First, lactic acid needed more time and more water to reach complete hydrolysis because the flowback samples showed higher calcium- and magnesium-ion concentrations in the second day of treatment. Second, the released lactic acid reacted with mill scale, which produced iron(II) lactate precipitation. Third, the beads were not placed entirely inside the fracture; a portion was left in the wellbore. Fourth, lactic acid was partially consumed with the fracturing fluid to increase the pH value (Nasr-El-Din et al. 2009). Rabie et al. (2014) studied the reaction of lactic acid with carbonate using 1, 5, and 10 wt% concentrations and limestone. Dissolution rates of the mentioned concentrations were measured at 1,500 rev/min and reported in Table 3. A kinetic study was also reported for 5 wt% lactic acid on limestone and dolomite cores using the RDA test. Their results showed that at low temperatures, the reaction is limited by the surface reaction. At HTs and low rotation speeds (less than 1,500 rev/min), the reaction is limited by surface reaction and mass transfer. However, at HTs and high rotation speeds, the reaction was limited by the surface reaction (Rabie et al. 2014). In this study, diffusivity values for 5 wt% lactic acid were reported at 200 and 250 F. Table 4 shows the reported diffusivities compared with other acid values. Lactic Acid Concentration Dissolution Rate (gmol/cm2s) 1 wt% 1.4010–6 6 9.2910–8 at 150 F 5 wt% 4.5310–6 6 1.1010–7 at 200 F 10 wt% 1.1510–5 6 2.0810–7 at 250 F Table 3—Dissolution rates of 1, 5, and 10 wt% lactic acid from carbonate reaction (Rabie et al. 2014). Rabie et al. (2014) mixed lactic acid with gluconic acid to improve the reaction of salt solubility. According to their study, the new mixture produced a soluble salt with solubility of 400 compared with 79 mg/L for calcium lactate salt. Acid-dissolving-capacity tests showed that a 1:1 molar ratio between lactic and gluconic acids was the optimal ratio to dissolve the maximum amount of calcium carbonate and to avoid calcium lactate precipitation. Other ratios showed either precipitation of calcium lactate or low dissolving capacity. RDA tests were also performed on lactic acid, gluconic acid, and a mixture of both at a 1:1 ratio. Results showed that the mixturedissolution rate was comparable with that value for lactic acid. Table 5 shows the resulted dissolution rates. Coreflood tests confirmed the risk of using lactic acid alone in high concentration because calcium lactate appeared in effluent samples when 20 wt% lactic acid was used to coreflood a limestone core. The tests also proved the advantage of coupling lactic acid with gluconic acid because no precipitation occurred. The most optimal molar ratio in terms of PVs needed to break through was 1:1. Alhamad (2020) extended the previous work on lactic acid and investigated its performance with limestone cores when deionized and synthetic seawater were in use. The main results were obtained from solubility, corrosion, and coreflood tests. Calcium lactate precipitation was found to be a limiting drawback of using lactic acid at concentrations of 9 wt% or higher. However, this precipitation November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 965 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 966 Total Pages: 27 was avoided by coupling lactic acid with gluconic acid at 1:1 molar ratio. The solubility test showed that increasing lactic acid molarity over gluconic acid molarity would be associated with an unbalanced ratio between lactate and gluconate ions within the acid solution. Therefore, gluconate ions would have less chelation ability to completely prevent calcium lactate precipitation. Fig. 27 shows the main results from Alhamad (2020) on the solubility test for a lactic/gluconic acid mixture. Acid Concentration (M) Temperature ( C) Diffusivity (cm2/s) Reference HCl 0.50 25 3.610–5 Kung (1998) HCl 0.56 93.33 8.310–5 Conway et al. (1999) HCl 0.56 121 1.110–4 Conway et al. (1999) –5 Formic 0.50 25 3.010 Kung (1998) Acetic 0.50 25 1.1510–5 Vitagliano and Lyons (1956) Citric 0.25 25 6.4610–6 Muller and Stokes (1957) Citric 0.26 40 6.810–6 Al-Khaldi et al. (2010) –6 Al-Khaldi et al. (2010) Citric 0.39 50 4.510 Lactic 0.56 26.67 5.9110–7 Rabie et al. (2014) –5 Lactic 0.56 93.33 1.1010 Rabie et al. (2014) Lactic 0.56 121 1.4710–5 Rabie et al. (2014) Table 4—Diffusivity values of different acids. Acid Dissolution Rate (gmol/cm2s) Lactic acid 1.7673510–6 Gluconic acid 9.6110710–7 Lactic/gluconic acid at 1:1 molar ratio 1.4263110–6 Table 5—Dissolution rates of lactic acid, gluconic acid, and mixture of both acids (Rabie et al. 2014). Calcium Ions vs. Time Ca Ions (ppm) 45,000 40,000 35,000 Precipitation results of calcium lactate deposition A drop in calcium ions as a reflection of calcium lactate deposition 30,000 25,000 20,000 15,000 10,000 5,000 9 wt% lactic acid 14 wt% (1:1) lactic acid/gluconic acid 0 0 20 40 60 80 100 120 Time (minutes) Fig. 27—Calcium-ion concentrations vs. time for the reaction of 9 wt% lactic acid and 14 wt% (1:1) of lactic and gluconic acids with crushed core at 708F and 1,000 psi (Alhamad 2020). Preparing the two-acid mixture of lactic and gluconic acids with synthetic seawater (sulfate concentration of 4,300 ppm) was associated with calcium sulfate precipitation. Calcium and sulfate ions were free in solution to complex together and to produce the lowsolubility compound of calcium sulfate. However, the Alhamad (2020) investigation showed that equilibrium time for calcium and sulfate within the two-acid mixture was longer than the case of 15 wt% HCl solution. Gluconate ions within the two-acid mixture were suspected to be the reason behind the delay in calcium sulfate precipitation. Fig. 28 shows the sulfate-ion concentrations vs. time for the case of the two-acid mixture and HCl solutions. Alhamad (2020) performed a sensitivity analysis on the lactic/gluconic acid mixture using a coreflood apparatus. Injection rate, test temperature, total acid concentration, and diluted-water type were the main parameters in the sensitivity analysis. The analysis showed the risk of a face-dissolution pattern when the two-acid mixture was pumped at a low injection rate that was less than the optimal value. In addition, a ramified dissolution pattern was noticed when a high injection rate was used. Manipulating other parameters produced results that followed the same behavior noticed when an HCl solution is used with slower acid-rock reactivity. Corrosion tests in Alhamad (2020) work showed low corrosion rates of the two-acid mixture when compared with HCl solutions. However, the corrosion damage was high enough to dissolve a considerable concentration of iron(II) ions to complex with lactate ions. This bonding caused iron(II) lactate precipitation, which was avoided by minimum loading of a CI that was suitable for organic acids. Fig. 29 shows iron-ion concentrations vs. time and iron(II) lactate precipitation. 966 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 Sulfate Ions (ppm) PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 967 Total Pages: 27 Sulfate-Ion Concentrations vs. Time 4,500 3,500 27 wt% (1 day) 27 wt% (10 days) 15 wt% HCI (1 day) 2,500 1,500 500 –500 0 40 20 60 80 100 120 Time (minutes) Fig. 28—Sulfate-ion concentrations vs. time for the case of the two-acid mixture and HCl solutions (Alhamad 2020). Iron-Ion Concentrations in 9 wt% Lactic Acid Solutions Iron Ions (ppm) 25,000 Precipitation results of iron 20,000 lactate deposition A drop in iron ions as a reflection of iron lactate deposition 15,000 200°F 300°F 10,000 5,000 0 0 30 60 90 120 150 180 210 240 Time (minutes) Fig. 29—Iron-ion concentrations in solution for 9 wt% lactic acid solution that was tested at 200 and 3008F at 1,000 psi for 4 hours (Alhamad 2020; Alhamad and Miskimins 2020). Sandstone Stimulation The most common acid for sandstone-stimulation operations is mud acid, which is a blend of hydrochloric and hydrofluoric acids. The primary acid is HF, which reacts with aluminosilicate. According to Martin (2004), sandstone stimulation is obtained by removing formation damage, such as fines, and drilling damage. Along with HF acid, HCl acid is required to keep the fluid pH low, thus blocking byproduct precipitation and removing carbonate contents. It is essential to understand the reaction behavior of HF/HCl or organic acid with sandstone to identify the source of formation damage. HF-based acids follow three reaction steps when reacting with sandstone. The primary reaction releases aluminum ions because of the acid interaction with aluminosilicate (Shuchart 1995; Gdanski 2000), as shown in Eq. 24. þ þ Mþ þ water: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð24Þ ð5þxÞHF þ M Al Si þ ð3 x þ 1ÞHþ ! HSiF5 þ AlFð3xÞ x Silica gel [(Si)OH4] precipitates during the secondary reaction because of the silicon (HSiF5) production in the primary reaction (Gdanski 1999). The secondary reaction is shown in Eq. 25, where x is the average F/Al ratio and M represents cations such as Na and K. Gdanski (1999, 2000) found that the secondary reaction goes to completion quickly at temperatures higher than 125 F. HCl or organic acids are coupled with HF to avoid silica gel precipitation. However, HCl is limited to removing carbonate materials in claysensitive formations. In addition, HCl should not be used with all clay minerals at a temperature higher than 300 F because of destabilizing clay structures (Buijse et al. 2004; Chang et al. 2008; Zhou and Nasr-El-Din 2013). þ x=5 HSiF5 þ M Al Si þ ð3 x þ 1ÞHþ þ H2 O ! AlFxð3xÞ þ Mþ þ silica gel: . . . . . . . . . . . . . . . . . . . . . . . . . . . ð25Þ A tertiary reaction is associated with an increase in the solution pH value and an increase in aluminum concentration. Hydroxyl aluminum fluoride precipitation occurs after this reaction because of the spent-acid dilution by formation brine and the reaction with formation minerals (Gdanski 1998). The tertiary reaction is shown in Eq. 26, and hydroxyl aluminum fluoride processes are shown in Eqs. 27 and 28. The main three reactions associated with sandstone stimulation are shown in Fig. 30, which shows that formation damage caused by secondary and tertiary reactions can plug formation pores (Ueda et al. 2019). AlFx þ M Al Si þ Hþ ! AlFy þ Mþ þ SiO2 xH2 O; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð26Þ AlFx þ OH ! AlFy ðOHÞ3x ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð27Þ AlFx þ MCO3 ! AlFy ðOHÞ3x þ M2þ þ CO2 : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð28Þ The success of the treatment is associated with choosing the appropriate fluid to stimulate with minimal formation damage. Spending rate, high corrosion rate, and HCl-sensitive clays such as illite were reported to be different causes of developing retarded HF acid with organic acids instead of the conventional mud acid. Al-Dahlan et al. (2001) reported that the reaction rate of the mud acid was less than the acceptable value and byproduct precipitation was possible. They conducted many tests and experiments to introduce organic acid with HF acid because the mixture would have the nature of retardation, cause a low corrosion rate, and be compatible with sensitive formations. Still, the two significant limitations of organic acids can be found in sandstone stimulations, including the concentration limit and the completion of the reaction (Nasr-El-Din et al. 2007; Chang et al. 2008). November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:28 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 967 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 968 Total Pages: 27 Primary Reactions HF(aq) + mineral(s) + HCl(aq) → AIFx(aq) + H2SiF6(aq) Potential precipitates: CaF2, MgF2 Secondary Reactions H2SiF6(aq) + mineral(s) + HCl(aq) → Si(OH)4(s) + AIFx(aq) Potential precipitates: Si(OH)4, K2SiF6, Na2SiF6 Tertiary Reactions AIFx(aq) + mineral(s) → AIFy(aq) + Si(OH)4(s); x > y Potential precipitates: Si(OH)4, AI(OH)3 Distance from Wellbore Fig. 30—Formation damage caused by secondary and tertiary reactions in sandstone stimulation (Udea et al. 2019). One of the first sandstone organic acid treatments was conducted by Abrams et al. (1983), in which they used methyl formate to generate formic acid in situ that would react with an injected ammonium fluoride to produce HF in-situ. This technique was designated to be applied in the East Bay Area in Louisiana, USA, where mud-acid treatments were associated with clay and fines migrations. Regular mud acid can only remove clay damage within a few inches around the wellbore. Such a retarded acid would push HF further inside the formation to increase permeability. Field results showed that methyl formate with an ammonium fluoride mixture dissolved more suspended fines and clays, causing an increase in oil and water production over a long period of time. The production data for conventional and organic/HF treatments are shown in Fig. 31. Self-generating acid treatments Average BOP Increase Per Well 60 50 40 30 Range of average result of various conventional treatments 20 Self-generating mud-acid treatments, first 28 wells, 1973 conventional treatments 102 wells 1973 10 0 0 1 2 3 4 5 6 7 8 9 10 11 12 Months Since Job Fig. 31—Comparison of acid-stimulation techniques for East Bay Field (Abrams et al. 1983). BOP 5 barrels of oil per day. Shuchart and Gdanski (1996) pointed out the limitation of using mud acid in sandstone formations that contain a considerable amount of chlorite and zeolite. Strong acids such as HCl can destabilize the alumina layers, causing a collapse in the minerals’ structure. A collapse in clay structure would result in producing silica gel and fines migration. However, clay problems can also occur by using organic acids. Organic acids have a slow ionization process that causes low ion exchange with clays. Ammonium chloride has to be pumped with organic acids to overcome this problem (Shuchart and Gdanski 1996; Yang et al. 2012). In addition, organic acids tend to increase the F/Al ratio in solution, which is an invitation for aluminum fluoride (AlF3) precipitation. Shuchart and Gdanski (1996) used a new organic system that can alter the aluminum fluoride equilibria, which can minimize the precipitation amount in solution. Field trials in the Gulf of Mexico showed an increase in production rate caused by injecting the new system (Shuchart and Gdanski 1996). Rogers et al. (1998) ran several coreflood tests on composite samples from the Ewing Bank Field to optimize a stimulation fluid. The used mud acid (10% HCl and 1.5% HF) showed a 74% reduction in productivity on coreflood tests. X-ray diffraction and SEM tests were used to determine the reasons behind the permeability reduction. Test results showed that HCl was very reactive to the core samples, specifically to zeolite, which caused fines migration and silica gel precipitation. Different formulations of citric acid with HF were proposed to achieve a proper stimulation solution. 10% citric acid and 1.5% HF with CI showed the optimal result because it successfully dissolved zeolite with minimum silica precipitation. The authors did not report any AlF3 precipitation during laboratory testing. The formulation was applied in the field, and the drawdown increased from 4.78 to 12.73 BOPD/psi (Rogers et al. 1998). The F/Al ratio had been a challenge in treatment plans for injection wells in the Chunhua Oil Field in eastern China, where significant formation damage occurred caused by clays and fines (Wang et al. 2000). Wang et al. (2000) used a mixture of acetic acid with HF to decrease AlF3 precipitation by altering the aluminum fluoride equilibria. Previous field treatments with regular mud acid resulted in a slight increase of injectivity followed by a sharp decrease within 1 month because of fines migration, secondary precipitation, and incompatibility issues. The new formulations passed all laboratory tests and were applied in a damaged well. Results showed that the skin factor dropped from 13 to –0.21, and the injection rate increased from 0 to 100 m3/d (Wang et al. 2000). Fluoride-based precipitation is the main challenge for organic acid use with HF in sandstone stimulation. This problem was noticed by Yang et al. (2012) in a study where formic acid was coupled with HF to stimulate sandstone cores. The study showed that formic 968 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 969 Total Pages: 27 700 5000 5 wt% NH4CI 9 wt% FA + 5 wt% NH4CI 9 wt% FA 9 wt% FA +1 wt% HF +5 wt% NH4CI 5 wt% NH4CI Concentration (mg/L) Pressure Drop Across the Core (psi) acid could be helpful to dissolve carbonate material in HT applications but also caused a formation damage of calcium fluoride precipitation. Fluoride-based precipitation was reduced when a low concentration of HF was used. Fig. 32 shows how a mixture of formic acid and HF damaged a Bandera Sandstone core when HF concentration was 1 wt%. 600 500 4000 5 wt% NH4CI 9 wt% FA +5 wt% NH4CI 3000 9 wt% FA 9 wt% FA +1 wt% HF +5 wt% NH4CI 5 wt% NH4CI Ca Fe 2000 Mg 1000 Si AI 400 0 2 4 6 8 10 12 14 16 18 20 0 0 2 Cumulative Volume Injected (PV) 4 6 8 10 12 14 16 18 20 Cumulative Volume Injected (PV) Fig. 32—Coreflood result of a Bandera core treated with a mixture of 9 wt% formic acid and 1 wt% HF. On the left, the pressure profile showed an increase in the differential pressure after pumping the mixture. On the right, the calcium-ion concentration decreased after 10 PV because of calcium fluoride precipitation (Yang et al. 2012). Al-Harbi et al. (2012) investigated aluminum and iron(III) ions’ effects on organic acids and HF solution performance. Inductively coupled plasma and X-ray diffraction tests were used to track elemental composition in solution and identify precipitated solids. Solutions were prepared using formic, acetic, and citric acids with different amounts of dissolved aluminum and iron in solution. The solution pH value was manipulated through the addition of sodium hydroxide. Organic acids were prepared along with HF using two ratios: 10 wt% of organic acid and 0.5 wt% of HF, or 10 wt% of organic acid and 1.5 wt% of HF. Iron(III)-based precipitation was not an issue at low-pH solutions despite the iron concentration in solution. However, when the solution was neutralized to a pH value of approximately 4.3, Na3FeF6 precipitation was noticeable. Aluminum-based precipitation was dependent on the F/Al ratio. Organic acids with 1.5 wt% of HF would cause aluminum fluoride precipitation because they exceeded a F/Al ratio of 1.9, while organic acids with 0.5 wt% of HF did not cause any precipitation (Al-Harbi et al. 2012), as shown in Fig. 33. Al-Harbi et al. (2013) investigated the organic acid mixture with HF acid ability to overcome mud-acid challenges. The idea was to slow down HF generation (shown in Eqs. 29 and 30) through dissolving ammonium bifluoride with organic acids. In mud acid, HCl dissociates much faster than organic acids, causing fast HF generation and inappropriate retardation. HA ! Hþ þ A ; . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð29Þ Hþ þ NH4 HF2 ! NHþ 4 þ 2HF: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð30Þ Fig. 33—10 wt% formic acid with (left) 0.5 wt% HF and (right) 1.5 wt% HF (Al-Harbi et al. 2012). The investigation was performed by testing the dissolution of kaolinite, illite, and chlorite with organic acids and HF using coreflood tests on Berea Sandstone cores at 250 F. The investigation concluded that the initial concentration of HF plays a significant role in terms of free fluoride ions, which feed aluminum fluoride precipitation. The formic/acetic acid mixture showed poor results in terms of permeability improvement, while citric acid at 10 wt% showed better results only in a low HF acid concentration of 0.5 wt%; the permeability improved by 19%. However, an organic acid mixture with HF did not yield better results than mud acid because HF concentration was very limited to low strength to avoid calcium and fluoride precipitation (Al-Harbi et al. 2013). Akaighe et al. (2016) determined HF strength generation from organic acids using a fluoride ion-selective electrode. This method helped to evaluate the needed amount of fluoride source (in this case, ammonium fluoride) to generate 1.5% HF coupled with the tested organic acid. The results showed that acetic acid required 3.96 wt% of ammonium fluoride to reach the desired level of HF, followed by formic acid with 3.67 wt%. Among all tested organic acids, citric and etidronic acids required the least amount of ammonium fluoride, with amounts of 3.38 and 3.24%, respectively. Because conventional mud acid can dissociate entirely in water, it only needs 3.02%. However, coreflood tests, at 150 F using Berea cores, showed that citric acid was the best choice to be coupled with 1.5% HF because citrate ions can complex with aluminum and iron ions (Akaighe et al. 2016). Besides citric acid, other organic acids did not show effective stimulation results when mixed with HF because of fluoride-based precipitation. Table 6 shows the coreflood results. Shah et al. (2017) reported a field trial in an onshore field in India where they stimulated a sandstone reservoir with organic acid. Two case studies corresponding to two wells were reported. The use of an HF/acetic acid mixture resulted in a 500 and 325% increase in injectivity, respectively, in the two reported wells. These results outperformed the reported HCl/HF results for the same field. November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 969 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 970 Treatment Fluid Permeability Enhancement 12 wt% acetic acid/1.5 wt% HF –1.90% 12 wt% formic acid/1.5 wt% HF –1.10% 15 wt% citric acid/1.5 wt% HF 3.70% 10 wt% HCl acid/1.5 wt% HF –5.60% Total Pages: 27 Table 6—Coreflood results from using organic acids/HF and mud acid (Akaighe et al. 2016). A study was performed by Ueda et al. (2019) to stimulate a volcanic tuffaceous sandstone formation in Kita-Akita Field in northern Japan, where conventional mud acid was limited because of high analcime content. Coreflood and compatibility tests indicated that the use of formic acid would cause similar damage to the use of HCl because of analcime-based damage. When acetic acid was coupled with HF in 10/0.5 wt% concentrations, permeability enhancement was noticeable. The low dissociation of acetic acid reduced the acidanalcime alteration, which was reflected in a better retained permeability than the case of using formic or formic/acetic acid mixtures. Other Applications In addition to stimulation applications, organic acids are used for other applications, as described in the following subsections. Iron Control. Iron control is a critical practice in reservoir-stimulation operations because of the tendency of ferric and ferrous ions to complex with other ions in solution and produce soluble and insoluble products. Insoluble products can invade and precipitate inside the treated formation and plug hydrocarbon pores and flow paths near the wellbore. Iron can exist in two forms, either Feþ2 or Feþ3; the former appears in a reduction environment, and the latter appears in an oxidation environment coupled with air (Taylor et al. 1999). The Feþ2 state is found more in reservoir conditions, specifically within sour wells. According to Crowe and Minor (1985) and Crowe (1986), Feþ2 is found in spent acid five times more often than Feþ3 depending on the well and formation conditions. This is a preferable ratio because Feþ3-based precipitation can occur at pH values greater than 1, while Feþ2-based precipitation occurs at pH values greater than 6 unless hydrogen sulfide is present (Crowe and Minor 1985; Crowe 1986; Taylor et al. 1999). Table 7 shows the most common iron-based precipitations that occur during reservoir stimulation. Ferric hydroxide can precipitate as fast as the acid spends and pH values reach 1 (Crowe and Minor 1985; Crowe 1986; Taylor et al. 1999). Ferrous hydroxide can be precipitated at a pH value of 6 unless hydrogen sulfide is present, because the insoluble ferrous sulfide deposition would be precipitated at a pH value of 2 (Crowe 1986; Taylor et al. 1999). Elemental sulfur can be precipitated in sour wells because of the reduction of Feþ3 to Feþ2 (Smith et al. 1969). McLeod (1984) mentioned that there is a possibility of ferrous carbonate precipitation when Feþ2 is free in solution. Compound Chemical Formula Environment Reference Ferric hydroxide or iron(III) hydroxide FeðOHÞ3 Greater than pH of 1 Taylor et al. (1999) Ferrous hydroxide or iron(II) hydroxide FeðOHÞ2 Greater than pH of 6 Smith et al. (1969) Ferrous sulfide or iron(II) sulfide FeS Greater than pH of 2 – In sour wells Smith et al. (1969) – – Sulfur S0 Reduction – In sour wells Crowe (1986) – – Ferrous carbonate or iron(II) carbonate FeðCOÞ3 Spent acid McLeod (1984) Table 7—Most common iron-based precipitations and depositional environment. Each stage of reservoir-stimulation operations can prompt iron ions in solution from acid-transportation pipes and tanks to the treated wellbore tubulars and formation (Taylor et al. 1999). An appropriate procedure is highly recommended to avoid iron contamination caused by rust destruction in acid tanks (Crowe and Minor 1985). A contaminated solution could have either Feþ2 or Feþ3 with a higher level of Feþ3 because of the oxidation of Feþ2 from dissolved oxygen (Crowe 1986). During acid injection, mill scale and corrosion products can be easily dissolved by acid to add more iron in solution. Nonetheless, this can be protected by a precleaning stage and pickling the tubulars to wash out these products (Smith et al. 1969; Crowe and Minor 1985; Crowe 1986; Taylor et al. 1999). Because substantial risk can come from iron-based precipitations, researchers have investigated different agents to keep iron complexes soluble in solution (Smith and Mancillas 1969; Dill and Fredette 1983; Ewing et al. 1983; Crowe and Minor 1985; Crowe 1986; Taylor et al. 1999; Assem et al. 2013; Zhang et al. 2016; Ramanathan and Nasr-El-Din 2019). Smith and Mancillas (1969) mixed different chelating agents in acid solutions to produce water-soluble complexes and to stabilize iron(II) and iron(III) ions at high pH values. Dill and Fredette (1983) studied chelating-agent performance in sour conditions in the presence of oxidizing agents. Their results indicated that the chelating-agent performance was limited by solubility and temperature and can be affected by sour and oxidizing conditions. During the 1980s, organic acids were frequently studied as iron-control agents to overcome challenges associated with other chelating agents. Ewing et al. (1983) tested citric and acetic acids to chelate up to 50,000 ppm of Feþ3 ions in HCl solutions between 80 and 170 F. Compatibility results showed that 5 gal/1,000 gal of citric acid alone could chelate ferric ions below 2,000 ppm in 7.5% HCl. However, after the excess loading of ferric ions and citric acid are in solution, iron(III)-based and calcium citrate precipitations occurred within the first testing hour. Adding nitrilotriacetate enhanced the citric acid performance because the two chemicals were able to chelate 5,000 ppm of ferric ions in 20% HCl. Acetic acid was not an efficient iron-control agent, but it acted as a buffering agent to keep the solution pH value at a low level to prevent ferric-based precipitations. At 50,000 ppm of ferric ions, 20 gal/1,000 gal of acetic acid with 30 gal/1,000 gal of both citric acid and nitrilotriacetate were enough to keep iron(III) ions in the 20% HCl solution (Ewing et al. 1983). Crowe and Minor (1985) and Crowe (1986) identified sources of Feþ2 and Feþ3 where the latter can be a severe problem when the acid is spent. These papers showed the importance of understanding the treated well conditions before applying the treatment. Sour 970 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 971 Total Pages: 27 wells were identified as free ferric hydroxide conditions because of the presence of hydrogen sulfide. However, ferrous hydroxide precipitation would occur. Glass-bottle tests were performed to examine different iron-control agents with 15% HCl. Citric acid was the best agent for all formation conditions, including sour conditions, whereas acetic acid was the worst. Acetic acid performed poorly once the temperature increased, while other agents performed better with higher temperatures, as can be seen in Fig. 34. 6.0 5.5 Fe in Solution (mg/L x 1000) 5.0 Stabilizer concentration = 12 000 mg/L Initial Fe(III) concentration = 10 000 mg/L 4.5 4.0 3.5 NTA 3.0 2.5 Citric acid 2.0 1.5 Tetrasodium EDTA 1.0 0.5 100 Acetic acid 150 200 250 300 350 400 Temperature (°F) Fig. 34—Performance of different iron-control agents in terms of iron(III) ions in solution vs. temperature (Crowe and Minor 1985). NTA = nitrilotriacetate; EDTA 5 ethylenediamine-tetra-acetic acid. Taylor et al. (1999) examined ferric hydroxide precipitation in the presence and absence of iron-control agents. The new finding in their work was the solution pH value at which ferric hydroxide started to precipitate. At a pH value of 2, ferric hydroxide started to precipitate in see-through-cell tests without the presence of any chelating agent, while it was suspected to precipitate at a pH value of 3 in preceding research. With the addition of citric acid, ferric hydroxide did not precipitate, but calcium citrate started to precipitate once excessive loading of citric acid was added. Nevertheless, the addition of acetic acid with low loading of citric acid showed a positive effect on chelating Feþ3 ions in solution. Assem et al. (2013) examined the effect of iron(III)-based precipitation on well productivity during matrix-acidizing operations. The conducted experiments measured the pressure drop across a limestone core in a case where there were iron(III) ions in the HCl solution vs. a case where there were no iron(III) ions present. The presence of iron(III) ions increased the pressure drop across the core, indicating formation damage, which was later confirmed by computed-tomography scan images, where most of the damage was seen on the core’s inlet face. A higher acid-injection rate showed a reduction in the amount of iron(III) precipitates. Organic acids have been used to dissolve iron(II) sulfide scales as standalone systems or by mixing them with other compounds. Ramanathan and Nasr-El-Din (2019) studied the effectiveness of iron(II) sulfide dissolution using various organic acids and introduced new mixtures that improved the dissolution efficiency. Among the tested standalone acid systems, maleic acid followed by citric acid showed to be the best in terms of dissolution capacity (solubility of 10.6 and 7.6 g/L, respectively), whereas the lactic acid was the worst (4.3-g/L solubility). The newly tested mixtures involved adding synergists such as potassium oxalate and potassium citrate to Na2EDTA, where iron(II) sulfide solubility was enhanced to 22.3 and 27.7 g/L, respectively. Zhang et al. (2016) studied the negative effect of ferric and ferrous ions on scale-inhibitor efficiency and the effect of adding EDTA and citric acid to reverse the negative effect using a laser-nucleation-detection apparatus. Results showed that ferric hydroxide precipitation would adsorb the scale inhibitor to its surface, causing low inhibition efficiency. The addition of EDTA improved the inhibition efficiency because of the elimination of ferric hydroxide precipitation by direct chelation. Citric acid was found to be able to control ferric ions through a competitive adsorption mechanism where iron(III) complexes with citrate instead of scale-inhibitor molecules. In summary, citric, acetic, and lactic acids have been tested to stabilize ferric and ferrous ions in solution for many years. Among all organic acids, citric acid has been successfully able to chelate ferric ions under different sets of conditions because of the stable formation of iron(III) citrate soluble compounds. However, excessive loading of citric acid in solutions saturated with free calcium ions can impose the risk of calcium citrate precipitation. Acetic acid use is limited to be paired with other chelating agents to be effective in a wide range of temperatures. Smith et al. (1969) reported that the stability of citrate ions with iron(III) is double the stability of acetate ions with iron(III). Lactic acid, as an iron-control agent, has received less attention because of its effectiveness at low temperatures and the possibility of calcium lactate precipitation at high loading (Smith and Mancillas 1969). Formic acid has not been used as an ironcontrol agent because of the low stability between its conjugate base (formate) and iron ions. However, well conditions, temperature, stimulation-acid concentration, and expected iron levels in solution all affect the appropriate combination and concentration for choosing organic acids to control iron ions (Dill and Smolarchuk 1988). Filter-Cake Removal. Filter cake is an essential step in drilling operations to protect pay zones from particles and fines invasion (Al Moajil and Nasr-El-Din 2013). Different viscous and weighting materials are used to build up the cake, which include calcium carbonate, barite, ilmenite, manganese tetroxide (Mn3O4), and hematite (Al Moajil and Nasr-El-Din 2013). Still, near-wellbore damage is attributed to mudcake particles and filtrate invasion in the drilled formations (Almond et al. 1995; Leschi et al. 2006). One of the stimulation engineer’s tasks is to remove and clean mudcakes from the pay-zone sandface to provide a smooth passage for hydrocarbon flow toward the wellbore. HCl, organic acids, precursors of organic acid enzymes, oxidizers, chelating agents, and solvents are used to remove water-based or oil-based filter cakes. Dissolving and cleaning the filter cake is highly dependent on the materials used to build these cakes. For November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 971 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 972 Total Pages: 27 example, HCl cannot dissolve a filter cake that is derived from barite and cannot be used to remove hematite-based filter cake because the reaction would release iron(III) in solution (Al Moajil and Nasr-El-Din 2013). Also, organic acids should not be used alone to remove Mn3O4-based filter cakes because of incomplete cleanup (Al Moajil et al. 2018). Many studies have been conducted on filtercake removal using organic acids and their precursors because they address part of the challenges associated with removal fluids, such as reaction rate, zonal coverage, and corrosion protection. Al-Otaibi et al. (2006) examined encapsulated lactic acid in precursors to remove drilling-fluid filter cake. Acid precursors advance over other removal systems through slow reaction, complete zonal coverage, and better corrosion protection. The precursors are triggered by downhole conditions and water contact, as in Eq. 31. Precursors þ water ! Acid þ alcohol: . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ð31Þ Al-Otaibi et al. (2006) used an HP/HT dynamic fluid-loss cell to evaluate lactic acid precursors for water-based filter-cake removal. An HP/HT pendant-drop instrument was also used to measure the surface tension of the released live acid and spent acid as a function of temperature and acid concentration. The kinetics study of the precursors showed a high correlation between the amount of acid released and temperature. For example, a solution with 10 vol% loading of the precursors would release 10 wt% acid within less than 30 minutes at 250 F, while it needed more than 30 hours at 150 F. The prepared spent lactic acid had a low surface tension, which accelerates spent acid flowing back to surface. HP/HT fluid loss showed that precursors would remove a significant amount of calcium carbonate particles in the drilling-mud filter cake but would not remove clay and silica particles (Al-Otaibi et al. 2006). Precursors of formic and acetic acids were also available and tested for the same purpose. Al Moajil and Nasr-El-Din (2007) tested a water-based mudcake with precursors of formic, acetic, and lactic acids that released concentrations of 6, 7, and 8 wt% of acids, respectively. Results showed that formic acid was the best in terms of reactivity, required soaking time, surface tension, and tested temperatures. Acetic acid precursors performed poorly because they needed much more time to release the encapsulated acetic acid. Precursors of lactic acid were comparable with precursors of formic acid when the time and temperature were 6.25 hours and 250 F, respectively. Alotaibi et al. (2010) tested precursors of formic, acetic, citric, and lactic acids to dissolve formate-based mudcake. The precursors were loaded at 10 vol% concentration with the cake in an HP/HT filter press. The results showed that precursors of lactic acid outperformed all other acids in terms of dissolving the cake for 5 hours at 300 F and lowering the surface tension. Despite the advantage of the previous chemicals, a more-optimized chemical is needed to reach complete mudcake removal. Ineffective mudcake removal is a critical issue in maximum-reservoir-contact wells where overbalanced horizontal drilling is active. Horizontal wells are more susceptible to near-wellbore formation damage because of longer contact time with drilling fluid, openhole completions, and long pay-zone interval (Rostami and Nasr-El-Din 2010; Elkatatny and Nasr-El-Din 2012). Rostami and Nasr-El-Din (2010) explained a way to optimize horizontal-well cleanup. This method is achieved by including a solid ester in the drilling-fluid recipe that can produce lactic acid once contacted with water under reservoir conditions. This solid advances over other systems because it can dissolve calcium carbonate particles and biopolymers in the cake. HP/HT static-filter-press tests were performed to evaluate the new idea where the solids were mixed with the drilling fluid, and a differential pressure of 300 psi was applied to form the cake. The results showed that a higher 70% removal efficiency could be explicitly achieved at 230 F, where filtrate volume is also minimum. SEM tests were performed to inspect the remaining cake of any calcium lactate precipitation. SEM results showed that no calcium lactate was produced, and calcium carbonate was the dominant species. However, this new idea needed 20 hours or more to reach high dissolving efficiency; a soaking time of 5 hours would only dissolve 4% of the cake (Rostami and Nasr-El-Din 2010). The same concept was investigated by Elkatatny and Nasr-El-Din (2012) through conducting filter-press tests using a 1-in. core instead of the ceramic disk to simulate a sandface. Elkatatny and Nasr-El-Din (2012) were interested in looking at the amount needed of lactic acid solids and the calcium carbonate particle size in drilling fluid to achieve the optimal removal efficiency and the minimum filtrate volume. The results, supported with computed-tomography scan tests, showed that 100% removal efficiency occurred at 24 hours of soaking time and 250 F testing temperature. This was achieved by using a 3:1 lactic acid solid/calcium carbonate ratio in the drilling-fluid recipe along with stimulating the cake with 10 wt% alpha amylase enzymes to remove polymer materials. Al Moajil et al. (2018) conducted laboratory studies to remove filter cake and organic sludge built by oil-based drilling-fluid/ mud-acid interaction. They used 5 to 6 wt% liquid formic acid and 1 to 2 wt% HCl with the addition of 10 vol% of mutual solvent. Mud cakes were prepared using laboratory and field conditions, and the mixture showed a removal efficiency of 99% for both when tested at 165 F. Analytical tests showed that the deposited sludge from the acid-solubility test with crushed core was mainly diesel and contamination from drilling-fluid additives. Solubility and coreflood tests coupled with effluent analysis and computed-tomography scans revealed that the mixture would dissolve the created mudcake and would cause insignificant damage to the formation (Al Moajil et al. 2018). As can be noticed from the previous studies, precursors of lactic and formic acids provide a variety of reaction times from which a completion engineer can choose. Length of zonal coverage and treatment time can determine the optimal choice between the fast acid release of formic acid or the slow acid release of lactic acid. On the basis of this, Nasrallah and Vinci (2018) successfully implemented precursors of lactic acid to remove drilling-fluid filter cake after confirmation of slow acid release by laboratory testing. The use of formic acid precursors in this field was associated with high brine loss in formation caused by a fast reaction. Fig. 35 shows a comparison of completion-fluid loss in different wells associated with precursors of formic or lactic acids (Nasrallah and Vinci 2018). Although calcium carbonate is the most commonly used weighting material in mud circulation, its low density undermines its application when high-density fluid is needed (Al Moajil and Nasr-El-Din 2013). Mn3O4-based fluid is an alternative solution. Organic acids have been tested excessively to dissolve Mn3O4-based mudcake. However, Mn3O4 reaction with acids is complex and can produce lowsolubility reaction products. Al Moajil and Nasr-El-Din (2007) evaluated different acids to dissolve a Mn3O4-based drilling-fluid cake. HP/HT visual cells were used to conduct solubility measurements between 5 g of the cake and 80 to 90 cm3 of the chosen acid between 70 and 284 F at 200 psi. HP/HT filter press was used as well to examine the effectiveness of acid precursors of formic and lactic acids. Solubility tests showed that precursors of lactic acid (11.7 and 14.9 wt% acid concentrations) dissolved more solids than precursors of formic and acetic acids. Acids in liquid forms showed that solid solubility is highly dependent on acid-reaction product (Al Moajil and Nasr-El-Din 2013). For example, citric acid dissolved the highest amount of cake, but when the temperature increased from 212 to 284 F, the solubility decreased severely because of the precipitation of manganese citrate. Analytical tests of the reacted Mn3O4 solids showed that it is coated with a polymeric material that would lower the acid’s dissolving ability. When these coated materials were degraded using a particular enzyme, all acid solubilities increased significantly. According to the study results, lactic and citric acids performed better than formic and acetic acids with the caution of citrate-based precipitation (Al Moajil and Nasr-El-Din 2007). 972 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 973 Total Pages: 27 Total Brine Losses (bbl) 8,000 7,000 6,000 5,000 Formic acid 4,000 Lactic acid 3,000 2,000 1,000 0 1 2 3 4 5 6 Wells Fig. 35—Comparison of completion-fluid loss in different wells associated with precursors of formic or lactic acids (Nasrallah and Vinci 2018). Al Moajil and Nasr-El-Din (2014) added 1 wt% HCl to 4 wt% lactic acid to increase the acid strength in removing a Mn3O4-based filter cake. The mixture tended to perform better at low temperatures; it dissolved 85% at 250 F and 100% at 190 F. The high reactivity of HCl might cause this at high temperatures. The authors also showed that lactic acid or HCl alone as a stimulation fluid would perform poorly because the maximum dissolving efficiency was up to 70% (Al Moajil and Nasr-El-Din 2014). Wagle et al. (2017) laboratory tested the use of different organic acids to remove drilling filter cakes with the presence of barite and Mn3O4 in the water-based mud. Results showed that acetic acid was the most efficient organic acid (40.5% efficiency) in terms of filtercake removal, whereas citric acid was the least performing (25.8% efficiency). They attributed the latter acid’s weak performance to the manganese citrate product resulting from the reaction. Fig. 36 illustrates the filter-cake-removal performance of the tested organic acids. Removal Efficiency (%) 50 40.5 40 32.8 30 25.8 20 10 0 15 wt% formic acid solution 15 wt% acetic acid solution 15 wt% citric acid solution Fig. 36—Drilling-filter-cake-removal efficiency of formic, acetic, and citric acids (Wagle et al. 2017). Chendrika et al. (2017) applied 15 wt% acetic acid coupled with 6 vol% of CIs in the Madura Sea Field in Indonesia for sweet wells with conditions lower than 305 F and 8,100 psi. Laboratory tests showed that 7% of formic acid could dissolve all cake very fast, while 7% acetic acid was slower, which can give more time for uniform spotting of the acid. The acetic acid concentration was increased to 12 and 15% to increase the acid’s strength. Field tests on two wells showed good response in terms of wellhead pressure and gas rates (Chendrika et al. 2017). However, flowback samples and precipitation investigation were not reported. Additional field applications were reported using formic and acetic acids. 10 wt% formic acid was used instead of HCl on an oilbased filter-cake-removal project in Lunskoye Field in the far east of Russia (Ruksanor et al. 2012). Laboratory results indicated that formic acid coupled with mutual solvent performed better than HCl in terms of uniform removal. However, oil-wetted calcium carbonate mudcake in sandstone did not dissolve efficiently in the absence of mutual solvent. A field treatment showed a 2.5-fold increase after a formic acid-based treatment. A mixture of 5 wt% HCl and 5 wt% formic acid was used in Unayzah-A Formation in Saudi Arabia as a wash-acid treatment to remove water-based mudcake. An injectivity-optimization study was performed for acidizing stimulation treatments in this sandstone formation by Al-Mohammad et al. (2012). The treatment contained the aforementioned mixture as a preflush stage, followed by mud acid. The study suggested a new method to evaluate a mudcake fluid dissolver where a coreflood apparatus was used along with solubility test to evaluate mudcake-removal efficiency. In the coreflood test, a water-based mudcake was built in the core-inlet face before injecting the preflush mixture. According to the study tests, formic acid acted as a buffering agent and required extra soaking time to remove the drilling-fluid mudcake efficiently, even when it was combined with HCl (Al-Mohammad et al. 2012). A possible improvement for the 5:5 wt% mixture can be noticed if the test temperature was increased from 186 to 250 F or higher to increase the mixture reactivity. Precursors of formic acid have also been implemented in low-temperature reservoirs. Davidson et al. (2012) reported that formic acid precursors provided complete cake removal thanks to the low temperature of Captain Field in Scotland. Their study showed that 90% of the acid would be released within 2 days because the field temperature is as low as 30 C. Degouy et al. (2015) reported a successful formic acid precursor treatment in the Alkhalij Field offshore Qatar, where the temperature is approximately 53 C. Overview Using the reviewed papers, Table 8 was constructed to provide a comprehensive comparison between the four organic acids in the fields of carbonate stimulation, sandstone stimulation, mixing with gluconic acid, iron control, and filter-cake removal, in addition to November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 973 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 974 Total Pages: 27 their dissociation constants and corrosion rates. Using the papers’ deduced results, future tests are recommended in the areas of lactic acid stimulation because more field data are needed to draw a strong conclusion. Moreover, the filter-cake-removal efficiency of the four organic acids needs to be further studied because various field applications produced different conclusions. Overall, the literature needs to be enriched with more quality field-application data of the four organic acids to enhance our understanding. Category Formic Acid Acetic Acid Citric Acid 3.751 4.756 (weakest among the four) 3.128 (strongest among the four acids) 3.86 Corrosion rate of carbon-steel tubulars (300 F, 10 wt%) >1 lbm/ft2 metal loss (in 6 hours) (Nasr-El-Din et al. 2012) 0.6 lbm/ft2 metal loss (in 6 hours) (Nasr-El-Din et al. 2012) 0.7 lbm/ft2 metal loss (in 6 hours) (Nasr-El-Din et al. 2012) 0.45 lbm/ft2 metal loss (in 4 hours) (Alhamad and Miskimins 2020) Carbonate stimulation Formic and acetic acids are usually blended together (acetic provides retardation, formic increases blend strength) HT applications (250 F and higher; 170 F and higher for surfactant-based fluids)* Injection-rate optimization Applied in laboratory and field (better results when both acids are mixed together) Encapsulated citric acid technology Most results were poor (mainly attributed to calcium citrate precipitation)** Applied as solid beads Results were less than expected (mainly attributed to calcium lactate precipitation)† More field application is needed Sandstone stimulation Mixed with HF for sandstone stimulation Tested in sandstones with high chlorite and zeolite (where mud acid usually has problems) Drawback of aluminum fluoride precipitation†† Citric acid provided the best results among the four acids but associated with citrate-based precipitation Dissociation constant (pKa) Mixing with gluconic acid Iron control Mixture helped to prevent precipitation or increase salt solubility (Mohamed et al. 2015) Did not improve solubility (Mohamed et al. 2015) Mixture improved solubility (Alhamad 2020) Has not been used because of low stability between formate and iron ions The worst agent among the three acids. It has to be paired with chelating agents at high temperatures of 150 F or higher (Ali and Hinkel 2000) The best agent among the three acids. Excessive loadings cause calcium citrate precipitation Lower performance than citric acid. Perform better at low temperature of 100 F or lower (Ali and Hinkel 2000) Precursors performed well (especially with calcium carbonate) More effective when used on Mn3O4 cakes (Wagle et al. 2017) More effective when used on Mn3O4 cakes but associated with citrate-based precipitation (Al Moajil and Nasr-El-Din 2007, 2013) Precursors performed well (especially with calcium carbonate when paired with low concentration of HCl) (Al Moajil and Nasr-El-Din 2014) Corrosive without a CI Limited to 9 wt% to avoid formate-based precipitation (unless gluconic acid is mixed with) (Mohamed et al. 2015) Low stability with iron ions Increases F/Al ratio in sandstone acidizing†† Limited to 13 wt% to avoid acetate-based precipitation (unless gluconic acid is mixed with) (Mohamed et al. 2015) Low performance as an iron-control agent (because of temperature limitation) Low reactivity with treated rock Increases F/Al ratio in sandstone acidizing†† Limited in most acidizing application because of citratebased precipitation** Limited to 9 wt% to avoid lactate-based precipitation (unless gluconic acid is used) (Mohamed et al. 2015) Low performance as an iron-control agent (because of temperature limitation) Filter-cake removal Limitations Lactic Acid * (Dill and Keeney 1978; Van Domelen and Jennings 1995; da Motta et al. 1998; Nasr-El-Din et al. 2001, 2002, 2003, 2006; Al-Mutairi et al. 2005; Burgos et al. 2005; Li et al. 2011; Cetin and Nasr-El-Din 2017). (Burgos et al. 2004; Al-Khaldi et al. 2003, 2010; Mohamed et al. 2015). † (Nasr-El-Din et al. 2007, 2009). †† (Shuchart and Gdanski 1996; Nasr-El-Din et al. 2007; Chang et al. 2008; Yang et al. 2012; Al-Harbi et al. 2012). ** Table 8—Summary table of the main aspects of formic, acetic, citric, and lactic acids. 974 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036 PO199291 DOI: 10.2118/SPE-199291-MS Date: 27-October-20 Stage: Page: 975 Total Pages: 27 Conclusions This paper provides an in-depth review of the main organic acids, including formic, acetic, citric, and lactic acids, and their uses in the industry, particularly in carbonate- and sandstone-stimulation operations. The review also sheds light on other various applications of the organic acids, such as iron control and drilling-filter-cake removal. The following conclusions can be inferred from this review: 1. Formic acid has been broadly used for formation-damage removal in carbonate formations and dissolving carbonates in sandstone stimulations. It is a good option in corrosion-protection blends through the formation of carbon monoxide. 2. Acetic acid can be paired with other acids to dissolve carbonates or remove drilling-fluid filter cakes. Acetic acid as a standalone acid can be less reactive compared with other organic acids. 3. Citric acid has been used in the industry as an iron-control agent to stabilize ferric ions from spent acid. Calcium citrate solubility is very low, which makes citric acid a poor choice for calcium-rich rock stimulation. 4. Lactic acid precursors can serve as diverting agents in multizone acid-stimulation treatments. They can be also used as a main component in drilling-fluid mudcake. 5. There are mainly two drawbacks to using organic acids in carbonate stimulation, including the incomplete reaction between the acid and carbonate and the poor solubility of the reaction products. 6. Mixing acetic, formic, or lactic acids with gluconic acid produced a salt with higher solubility, which greatly reduced precipitation. 7. Encapsulated citric acid technology was tested in carbonate formations and the precipitation of calcium citrate was found to be a limiting factor of using citric acid with calcium carbonate. 8. The results of lactic acid stimulation of carbonate using a solid acid form were promising in the laboratory, but when taken to the field, the outcome was not as encouraging because of byproduct precipitations. 9. Organic acids were tested when combined with HF acid to stimulate sandstone formations because of the retardation ability of the mixture. Field tests showed better results in terms of dissolving suspended fines and clays for the organic/HF mixture treatment compared with the mud acid. However, one of the challenges of organic/HF treatments of sandstone formations is fluoridebased precipitations. 10. In terms of iron control, tests showed that citric acid was the best agent because of its ability to chelate ferric ions under different conditions. Acetic acid was a poor iron-control agent, but it acted as a buffering agent to keep the solution pH value at a low level to prevent ferric-based precipitations. 11. In terms of filter-cake removal, using precursors of lactic and formic acids showed a high efficiency, especially in calcium carbonate-based filter cakes. However, in Mn3O4-based filter cakes, the combination of HCl and an organic acid (e.g., lactic acid) showed to be more effective than using the organic acid alone. 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Zhou, L. and Nasr-El-Din, H. A. 2013. Acidizing Sandstone Formations Using a Sandstone Acid System for High Temperatures. Paper presented at the SPE European Formation Damage Conference & Exhibition, Noordwijk, The Netherlands, 5–7 June. SPE-165084-MS. https://doi.org/10.2118/ 165084-MS. SI Metric Conversion Factors bbl 1.589 873 101 m3 F ( F–32)/1.8 C ft 3.048 101 m in. 2.54 10 cm psi 6.894 757 10 kPa rev/min 0.104 719 76 10 rad/s 978 November 2020 SPE Production & Operations Downloaded from http://onepetro.org/PO/article-pdf/35/04/952/2330804/spe-199291-pa.pdf/1 by Mostafa Hussain on 30 June 2025 ID: jaganm Time: 13:29 I Path: S:/PO##/Vol00000/200036/Comp/APPFile/SA-SPE-PO##200036
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