Monthly Archives: June 2017

How To Service An Oil & Gas Production Well

All wells will need to be serviced at some point, either for maintenance or because there’s been a drop in production. To properly service a well, it’s necessary to have a broad understanding of the well’s history, the tools and techniques available, and a range of other information as well. Used well, that information can lead to an extended production life for a well. If wells are not serviced, or not serviced correctly, it can lead to the abandonment of a well that is still capable of producing. Servicing a well may require pulling rods or tubing and running tools downhole.


Well Records For Servicing

It’s a good idea to take a look at the records for the well before beginning service. These records will provide specific information about the well that will be important when pulling, servicing, and replacing a tubing or rod string, as well as for running tools down the well. Records can also help indicate any problems, as a look over the history of the well will show production levels, changes, and other factors that may have an impact on the well’s behavior.

Information about the well casing should be examined. The casing information sheet will indicate the distance from the wellhead to the perforations, the distance from the perforations to the bottom of the casing, and  specifics about the perforations. The tubing tally sheet will have similar information for the tubing string. It will list elements that make up the tubing string, such as where the joints of pipe are, as well as information about the packer, the seating nipple, and the mud anchor. All of these will be listed in their order in the string from the tubing head to the bottom. It will also list whatever other equipment may be in the hole. The packer or holddown description will also have this information, but will generally include more detail. That record should include enough information to safely pull the piece of equipment if necessary.

A rod tally sheet will also have important information. The length and size of every rod is listed, as well as type of rod. For tapered rods, the number of each type of rod will also be listed.The tally sheet will also have instructions for releasing a safety joint, and any other special instructions. The pump description is useful if the pump has to be pulled, though a more complete record of the pump used should be included with the lease records.


Well Servicing Units

Specially equipped servicing units are required to pull rod and tubing string out of the well. This can be a lengthy process where the tubing and rod sections are brought up and disconnected from the string, which clears the way for the next section to be brought up, and so forth. There are three basic types of servicing units: single pole, double pole, and single mast. Some may have one or two wire drums. With a single drum, it’s possible to run only a single wire down into the well so these units are usually able to either pull rods or tubing, or swab the well, but not both. It is possible to do both by switching lines, though that can be complicated. A double drum unit can run two wires, and so is able to do a wider range of tasks. The smaller single or double pole unit may have either one or two drums, while the mast unit will always have 2 drums.

Servicing units are usually large pieces of machinery which are accompanied by at least one other truck. It’s possible that a whole caravan of support equipment may be necessary, depending on the service you’re performing. It’s important to follow some basic safety guidelines when bringing a service unit to the well site, as well as when operating the unit. Make sure everyone is aware of the plan and what’s going to happen. Have drivers discuss routes and potential problems before setting off, and take similar steps to prepare. A little common sense can prevent larger problems down the road.


Single Pole

These units have a single mast and a single drum and are used to service shallower wells. With a single pole unit, the rod or tubing sections will have to be laid out on a rack as they are brought to the surface. These units are small enough that it’s possible to run with them just a crew of two, an operator and somehow on the floor. However, an extra hand is usually a good idea, so getting a third crew member is probably wise.

The pole will most often be in two parts, with the higher section telescoping out of the lower section. The pole will also have to be secured with guy wires. The bottom section may have as many as 8 guy wires, while the upper section will most likely have fewer. The servicing unit base will most often also have guy wires to keep it securely on the ground.


Figure 1. Correctly securing guy lines. (courtesy of Williamsport Wirerope Works, Inc.)

When setting up the servicing unit, you’ll want to work from the bottom up, securing each section before moving on to the next. The base of the unit should be secured with guy wires before the lower section of the pole is raised. Likewise, the lower section should be secured before the last section is raised.

That upper section can often be raised to one of several different heights, depending on the type of service. Rods are generally around 25 feet long, so the mast only needs to be raised high enough for the rod to be lifted safely. Tubing section are generally longer, so the pole may need to be raised further. Single pole servicing units are popular with companies that have a number of shallow wells, as they can usually afford to buy one of these units themselves, reducing long term costs.


Double Pole

Generally more efficient than single pole units, double pole units are generally able to handle a wider range of tasks. Because of the second pole, rods can be setup and hung in doubles (with two rods being lowered at once), though tubing still can only be run in single lengths. These units can also perform some types of work-over. They do require a slightly larger crew than single pole units, needing three of four people to operate safely.

When you pull the pumping rods, they need to be unscrewed from the rod below in order to be removed. When pulling rods in doubles, either end of the rod may come unscrewed. This unscrewing process is referred to as ‘breaking the box,’ with the box being another name for the female side of the screw. Since either end of the rod may be the one that comes unscrewed, it’s important to return rods into the hole in the order they came out. Each rod has a specific place in the string, based on strength, size, and a number of other factors.

Pulling tubing is a similar process with a few differences. The tubing will be supported by a collar on the lower end, so it’s always the upper joint that is broken. Tubing should be run back in the same order as it was taken out, as mixing up tubing sections usually leads to a higher risk of leaks. Thread lubricant should be used, and the correct torque should be applied when tightening joints. The manufacturer or supplier of the rod will usually have some information, on a card or sheet, that lists how tightly the joints should be made up.

A double pole unit is about the same size as a mast servicing unit, but it’s better suited for shallow or medium depth wells. Many operators like these trucks as they can service most wells, and it’s not unusual for companies to own one of these units.


Mast Unit

An example of a mast unit is shown in Figure 2. It’s able to pull more at once, taking tubing in doubles and rods in triples. Rods are racked by a crew member on the derrick, allowing the operation to go quite quickly. Mast units are usually required for deeper wells.


Figure 2. A mast style well servicing unit.

How To Prevent Corrosion In Oil & Gas Production

Preventing corrosion damage can extend the life of equipment and increase the efficiency of operations. While some corrosion may be inevitable, a whole range of techniques and materials have been developed that can prevent the chemical and electrical reactions that lead to corrosion. Investing in as many of those as possible while the well is freshly flowing, as there will a bigger budget for new equipment and maintenance.

Many different methods of corrosion prevention will be used together, as most will be targeted at solving one particular type of problem.


General Methods Of Corrosion Prevention

There are methods of corrosion prevention that are targeted at specific parts of a pumping operation. As corrosion is a problem throughout all pumping operations, a lot of methods can be used anywhere corrosion is possible.


Rust And Oxidation

Rust can be destructive, but in some cases it can be used as a protective coating. Technically known as ferric oxide, rust is the oxidation of iron and metals containing iron. New steel that is left exposed to open air will rust quickly, but as the layer of rust thickens the rate of oxidation slows. The layer of rust scale on metal will eventually act as a protective coating. This idea works best in dry climates like the American Southwest. There, surface lines are often left bare as the rust is never bad enough to cause a leak. Unpainted pipe can be used for decades without a problem.

Oxidation can also be a protective coating on aluminum, copper, and other non-ferrous metals. Aluminum isn’t widely used in oil fields, as it can be easily damaged by acidity.


Painting And Coating

Painting is a basic way to prevent oxidation corrosion. Maintaining the coating of paint on tanks, lines, and other equipment is usually a part of regular maintenance. Some materials, such as galvanized steel, stainless steel, and nickel plated pipes don’t need to be painted.

Oil can somewhat protect the inside of lines when the oil isn’t corrosive. Coating on the inside of lines can be used to prevent some types of corrosion, and also occasionally in some tanks. The scale buildup that is the result of minerals in groundwater can actually also act as a lining to protect the inside of lines and tanks.

In the past, it was common to coat the outside of equipment with produced oil if it was going to be stored for a long period. Heavier weight oil with some paraffin can last for a while, and protect almost as well as a coat of paint. Environmental concerns have made it a less popular way to prevent corrosion.


Preventing Electrochemical Corrosion

Electrochemical corrosion is caused by a current which pulls electrons from metal in one place and deposits them elsewhere. The loss of electrons eventually leads to weakening of the metal. The current can either be the result of a natural force, like wind producing static, or the result of poor grounding and an electrical leak.

Insulating flanges are widely used to prevent the current flow that leads to electrochemical corrosion. The flanges are added to lines above ground level near the well and the tank battery. The flanges insulated the lines, preventing the flow of electricity.

A sacrificial anode can also be used to protect against electrochemical corrosion. Some types of electrochemical corrosion are caused by a natural battery cell, when two types of metal are immersed in a fluid. Electrons will flow from one piece of metal (called the anode) to a second piece of metal (called a cathode). The anode will be corroded by the loss of the electrons. A sacrificial anode will give up electrons so that the metal of the tank or line are corroded.

Preventing Corrosion

Figure 1. An example of a well used for cathodic protection.

Sometimes electrical current can itself be used to protect against electrochemical corrosion. Shallow wells with sacrificial anodes can be sunk near producing wells. These wells, called cathodic protection wells, allow small amounts of electricity to be sent to to the well and run back up in a circuit to the wellhead.


Materials Used For Preventing Corrosion

While steel is the preferred construction material in many cases, there are other materials that are now widely used that are less prone to corrosion.

Fiberglass was once used only as a lining for tanks. Fiberglass tanks are now common, used mostly for water disposal and holding chemicals. They are now also being used as holding tanks for crude oil as well.

Stainless steel fittings and metal plating are commonly used where crude oil is corrosive. Bolts, gaskets and seal rings, and smaller diameter tubing can all be made from stainless steel. Nickel plated fittings are also common. Plastics like polyethylene and polyvinyl chloride are good choices for use in highly corrosive situations.


Other Methods Of Preventing Corrosion

Chemicals can be used in some areas where painting, coating, and other methods of prevention corrosion aren’t feasible. These sorts of chemicals are expensive, but effective and constantly improved.

A few simple methods, known as mechanical barriers, can also help to reduce corrosion. Removing wet soil around lines and equipment will greatly reduce oxidation and electrochemical corrosion. Waterproof materials like tarred felt and gravel allow air to flow around lines and vessel. Buried lines can also be tarred and wrapped to keep moisture out.


Preventing Corrosion At The Tank Battery

Corrosion prevention at the tank battery is considered to be very important, as oil, water, and other fluids may be sitting in tanks for long periods of time. Before the battery is even constructed, steps can be taken to reduce corrosion problems, for example the ground the tank battery stands on should ideally be higher than the surrounding area, and sloped so that rainwater will run off. Crushed rock is filled under the battery so that air can circulate under the tanks and prevent rust. Tarred roofing felt is then layered over the rock to keep the tanks insulated. Steps to prevent the growth of plants should also be taken, as they can lead to corrosion in a variety of ways. Painting metal is a way to create a basic barrier and reduce corrosion.

Similar steps should also be taken when laying out and installing lines. Standing water and plants should be avoided. However, unlike when placing tanks, lines can’t always be routed to avoid these sorts of hazards. Elevating lines can help protect them somewhat, and coating or wrapping lines can help. Electrochemical corrosion can be reduced by the use of insulated unions, and are available in a range of types.

Preventing Corrosion

Figure 2. An example of a fiberglass wash tank. There is a PVC water leg directly in front of the tank, as well.

Protecting the inside of tanks needs some special materials and techniques. As with the outside, paint is a reliable, basic barrier. For the inside of a tank, you’ll want to use an epoxy paint designed for protecting tank interiors. Fiberglass liners can also be used to protect the inside of tanks, though entire fiberglass tanks are also becoming common.

Preventing Corrosion

Figure 3. This heater-treater has two sacrificial anodes, one to the right of the firebox, and the second directly below it.

There are also some chemicals that can be used to protect the battery against of corrosion, and also protect the whole system. Some chemicals can be injected down into the casing so they can be pumped back to the tank battery. Other general methods of protecting against corrosion, such as sacrificial anodes, can also be used. Sacrificial anodes are particularly useful with heater-treaters; a wire is run from the firebox flange to the anode. Current is sent through the system to the bottom of the heater-treater, which can protect it against pitting.


Preventing Corrosion Downhole

Preventing corrosion down the well can be more complicated. There are a few basic steps that can be taken. A ball and seat pump allow gas to escape into the atmosphere, while preventing oxygen from getting downhole and causing corrosion. Other corrosion prevention measures can require more work. However, reducing the impact of corrosion is important. Corrosion can cause holes in the casing that can cause leaks, overflows, and a loss of production.

Simply locating corrosion downhole can be difficult. Temperature surveys should be run on a regular schedule which can help to find leaks. As the fluid escape the casing, it expands and therefore the temperature drops. A casing survey can also help to locate holes in the casing. Gas is injected down into the annular space while the well is shut in, pushing liquids back down to the casing perforations. The gas pressure should remain consistent over a 24 hour period. If the pressure falls, a hole in the casing is allowing the gas to escape. A caliper survey can also help locate corrosion before it results in a hole.

Preventing Corrosion

Figure 4. An example of an insulated flange union used near the well. This particular valve is used to record line pressure.

Other measures include using insulating flanges and sacrificial anodes. These are used in generally the same ways as similar measures in other parts of the system.

The Basics Of Corrosion And Scale For Oil & Gas Production

Scale and corrosion can be a major cause of equipment failure and other problems. Reducing and controlling corrosion is, in many cases, one of the primary ways you’ll be spending your time around an oil and gas lease. It is most often an issue with wells that produce a great deal of water. You can see a few examples of the effects of corrosion and scale buildup in Figures 1 and 3.


Figure 1. Pictured are a few corroded parts, including parts from a downhole pump and a parted rod.


Figure 2. A cross section of tubing showing the scale buildup.


Scale and Corrosion Basics

Any reaction between a metal and its surrounding that leads to the breakdown of the metal is corrosion. The environment downhole and at the surface is often a perfect place for corrosion to take place. Many things can cause corrosion, but all involve either a chemical or electrochemical reaction. Chemical corrosion involves a reaction that creates a new compound that takes molecules from the metal, eventually breaking it down. A common example of this sort of corrosion is iron oxide, or rust.

Electrochemical corrosion involves an electrical current which generally is created naturally between two different types of metal. The metal gives up electrons to create the current, which leads to a breakdown of the metal.

A variety of other factors can lead to corrosion. The pH and chemical content of the soil, the type of climate, and many other things can lead to corrosion. Microbiological corrosion, caused by microscopic organisms, can be common in some areas.


CO2 Corrosion

Sometimes called sweet corrosion, is common in the southern US and other areas of the world. Carbon dioxide can be found in gas, water, oil, and other fluids produced from a well. Oil that contains a high carbon dioxide content can be difficult to refine, and so special refineries have to be built to handle it. Most of these are located around the Gulf of Mexico. These refineries process most oil with high carbon dioxide content, as they are expensive to build.

Carbon dioxide consists of one carbon atom bonded to two oxygen atoms. When combined with water, carbon dioxide can form carbonic acid. This is a highly corrosive substance that can be dangerous to work with. Carbonic acid will also lead to corrosion, particularly of steel parts. The iron in the tubing, fittings, and other components reacts with the acid to form iron carbonate, which is not as strong as the steel. Components, particularly downhole components, can become pitted or cracked. Corrosion coupons are pieces of metal, ideally of the same type used in the construction of components, that can be inserted in lines. These can be taken out after a certain period of time and analyzed to determine how much they’ve corroded. Using this information, the corrosion damage in the rest of the system can be estimated. Caliper surveys can also be used to measure corrosion. A caliper, a piece of equipment with several metal ‘fingers’, is run along the inside of the tubing to look for pitting and cracks. A variety of chemicals, alloys, and coatings can be used to reduce carbon dioxide corrosion.


Hydrogen Sulfide Corrosion

In a little less than half of all wells, hydrogen sulfide is produced from a well along with oil, water, and gas. Generally, the amount of hydrogen sulfide will increase over the production life of the well. When this chemical combines with water, it forms sulfuric acid. This is a highly corrosive and dangerous substance. Corrosion caused by sulfuric acid is often called sour corrosion. This acid forms fairly easily, and can cause a great deal of corrosion below the water level in tanks.

Steps to prevent sour corrosion are similar to those taken to prevent sweet corrosion. Using chemicals, corrosion resistant fittings and components, and linings can reduce damage substantially. Sending chemicals down into the annulus can also be helpful in addressing corrosion downhole.

If the concentration of hydrogen sulfide is too high, it might be necessary to wear a gas mask when gauging and testing oil.


Figure 3. Breathing equipment is necessary when working at this location because of high amounts of hydrogen sulfide.


Oxygen Corrosion

Oxidation is the most common form of corrosion. Everyone has encountered it; the rust that you’ll see on metal railings or tools is the oxidation of iron. Oxidation can also happen most metals, including aluminum. Any sort of oxygen corrosion will weaken the metal, making it brittle. When sweet corrosion and oxygen corrosion combine, damage can be accelerated. Keeping oxygen from contacting steel or other metals components is a basic first step in preventing oxygen corrosion; painting metal components is a common way to prevent oxygen corrosion.

Other steps to prevent corrosion include maintaining a blanket of oil over the water, keeping oxygen from contacting it. A system that prevents the open atmosphere from meeting water produced in a well is called a closed system. Conversely, a system that is open to the air is called an open system.  Wells that operate with the casing valve open to the air risk an increase in corrosion. Open systems are sometimes chosen because rust is a common result; a small amount of rust can act as a barrier between metal and air, and help prevent other types of corrosion as well. Water flood operations can also add oxygen to the system, resulting in increased corrosion.


Electrochemical Corrosion

In general, there are two types of electrochemical corrosion; one is caused by the leak of an electrical current into the surrounding environment. The other, more common type is the result of a basic and naturally occurring battery cell.

Current in the environment may sometimes be intentional and used to power equipment. More often, it’s the result of an accident or natural force. For example, blowing wind can cause static electricity. Poorly grounded wiring can also lead to current passing through metal pipes.

The second type requires an acidic liquid of some sort, so it occurs downhole or in wet ground. Electrons flow from one metal to the other, from the anode to the cathode. Techniques to prevent this sort of corrosion are called cathodic protection, and usually involve altering electrical flow to protect metal.



Scale is caused by sediment suspended in fluid precipitating out and coating the surface of metal or rock. In the context of drilling, water usually carries minerals in solution as it flows toward the bottom of the well. Scale can actually be a problem in the rock leading up to the wellbore, and not just in the well and other equipment. Scale can actually plug the formation and the perforations in the well. It can also clog tubing and flow lines, and prevent tubing and other equipment from moving up and down the well. It can also collect and form a solid at the bottom of stock tanks. It also can act as a catalyst for electrochemical corrosion, increasing the damage it causes.

Scale can be stopped or at least slowed in the formation. Chemicals can be pumped down into the well to prevent the accumulation of scale. Adjusting the acidity of the well can also help to reduce scale buildup. Fracking methods can also help to open the porosity of the formation.


Figure 4. A wellhead with equipment to prevent scale. The tank for holding chemicals is shown in the background, and to the left of the wellhead is the pump and injection tee.

As with corrosion, there are coatings that can be used to prevent the buildup of scale. There are some varieties that can be applied like paint to equipment used with flowing wells. Pumps would end up damaging the coating, so instead chemicals are circulated down the well that end up coating the pump and other equipment.

An operation may end up having problems with scale for many reasons; sometimes a buildup is inevitable. When this happens, it may be necessary to take the system apart, clean the scale out, and then put everything back together. Chemicals can be used to scour scale out from inside equipment, and it can also be drilled out. This can involve quite a bit of work however, requiring a worker to enter the tank with all the necessary safety requirements.

You can also take some steps to reduce the impact of scale when building the wellhead and tank battery. Hard turns will generally in pipe are more likely to become clogged, while curves with a greater radius have fewer problems.

Tertiary Stage Recovery In Oil & Gas Production

The third stage of enhanced recovery from an oil and gas production well begins when after pressure maintenance and water flood operations have already been in place. The addition of a second force for enhancing oil production progresses a well from the second stage of recovery to the third and final stage. While it’s the last stage, it may often be wise to install both second and third stage recovery systems as early as is practical. At that point, the well is most likely still producing at high enough levels to pay for the equipment and can be used to extend the life of the well.

There can be a wide range of forces used for producing oil, but there are a few that are used commonly. Water and heat can be used together to create steam. Water and CO2 might be injected, or slugged, alternately into the well, as could water and polymer chemicals. Water generally serves as one of the two forces, as it’s easily available and well understood.

The term ‘tertiary recovery’ is an older term that’s not as popular as it once was. As mentioned above, techniques that were once considered part of tertiary recovery may be installed and sued at any point in the well’s life, so the distinction is not as meaningful as it once was.


Miscible Displacement

These methods involve injecting a fluid or solvent into the reservoir. Miscibility is the measure of two substances tendency to mix. Water and oil are generally immiscible, meaning they do not mix. Miscible displacement methods use a fluid or chemical solvent that will mix completely with the oil and help release it from the rock formation. A second force, generally water or gas, is injected after the solvent to force it into the formation and to sweep the solvent and oil together to the producing well.

A few of the different solvents, gases, and fluids used for miscible displacement include refined hydrocarbons and hydrocarbon gases, liquefied petroleum gases, CO2, and inert nitrogen gas. Inert gas has become increasingly popular.


CO2 Injection

CO2 injection is the most form of miscible displacement. Carbon dioxide is injected into the reservoir and followed up with a slug of water. The CO2 is swept through the formation, and recovered from production wells. The CO2 can be separated from other gases produced from a well and reused. The CO2 will work as a solution gas drive in the reservoir, as it is soluble in both water and oil and will therefore cause the fluids to swell. This increases pressure which results in an increase in production. This is more efficient than natural gas or LPG gas.

While more efficient, using CO2 for miscible displacement does have a few drawbacks. When CO2 and water are used together, the mixture will result in carbonic acid, which is extremely corrosive. When injecting CO2, the wellhead will usually need to be prepared by installing stainless steel bolts, seals, and other fittings. It may also be difficult for CO2 to mix with heavier oil elements, which can reduce the technique’s efficiency.


Inert Gas Injection

Injecting inert nitrogen gas is similar to injecting dry natural gas. Inert gas may need a higher pressure than natural gas to best mix with emulsion, but it can be swept through a formation more than once.


Thermal Methods

Thermal methods includes different techniques for using heat to increase production.


Steam Stimulation

This term refers to injecting steam down a well, and then recovering it directly from the same well. The same general process can also be referred to as huff and puff, steam injection, or steam soak. The steam is injected over a number of days, generally between a week and a month. The well is shut in for a few days, which allows the steam to heat the reservoir. The heat thins the oil, which eases flow of the oil through the reservoir.

After the well is returned to production, the oil is allowed to flow until the rate slows to the point that the process needs to be repeated. At this point, the operation will most likely be changed to steam injection.


Hot Water Injection

Steam and hot water flood work essentially the same way as water flood or gas injection; the steam is injected and then sweeps to a second well where it is produced with natural gas and emulsion. As heat spreads through the formation, the oil expands which leads to an increase in production.

Steam and hot water injection make up about ⅕ of enhanced recovery operations. Wells for flooding steam require about 5 acres of land, and the technique can be used with reservoirs from 10 ft to 5,000 ft deep. Hot water can also be used, but is less efficient.


In Situ Combustion

In situ combustion is the practice of lighting a fire within a formation, burning the oil and using the heat generated to increase production. Injecting compressed air drives the fire across the reservoir. As the fire moves, the oil’s viscosity drops which allows the oil to expand. That can lead to an increase in production.

In situ combustion can take 2 forms, either forward or reverse. With forward combustion, the fire is ignited near the air injection well and then driven across the formation to the production wells. With reverse combustion, the fire is first driven away from the initial air injection well to producing wells. After a certain point, the direction is reversed and what was initially the injection well becomes a production well.

In situ combustion may not be economical in every case. Variations on this basic process, called wet and partially wet combustion, are being developed to address these issues.


Chemical Methods

Methods of tertiary recovery that use chemicals are used in only a few cases. The chemicals are often too expensive too be economical, and the other equipment can also be quite expensive. Using the chemicals also comes with some risk.


Surfactant-Polymer Injection

Surfactants are chemicals that breaks down the surface tension between two substances. In this case, the chemicals are used to break down the interfacial tension between water and oil. Surfactants may also be called micro-emulsions, soluble oil, or micellar solution. The surfactants are followed up by a polymer injection, which provides mobility control.

This particular method of enhanced recovery is not as efficient as others, as reservoir rock can absorb the surfactants, and it can also become more difficult to mobilize oil.


Polymer Flooding

Polymers have large molecules which can increase the viscosity of water. This can make water flooding operations more efficient. Polymers used in this technique are generally either polyacrylamides or polysaccharides.  Polyacrylamides are used in concentrations from 50 ppm to 1000 ppm. This polymer decreases the permeability of reservoir rock, which can decrease the mobility of injected fluid. Polysaccharides, on the other hand, do little to reduce permeability of rock but increase the viscosity of fluids. Using polymers can increase production over the long term.


Alkaline Flooding

Alkaline flooding raises the alkalinity of the water injected into the reservoir, which can improve production. Alkalinity is measured by pH. A pH of 7 is considered neutral. A substance with a lower pH is acidic, while a pH of 7 or higher is considered an alkaline, also called a base. A fluid with a pH of 12-13 is the most you’ll want to use.

The cost of alkaline flooding is fairly low compared to some of the other techniques. The increase in production is not a large as some other tertiary recovery methods, but the cost is low enough that profits are higher.

Second Stage Recovery Methods For Oil & Gas Production

There are three general stages of recovering oil and gas from a well. The first begins as soon as the well is completed, and can include wells that flow naturally as well as those that use some form of artificial lift. The second stage recovery begins when water or gas is injected into the formation to improve production. It’s in this stage that enhanced recovery operations really begin, with water flood and gas maintenance becoming a big part of driving production.

When using the term ‘flood’ in this context usually means that a fluid or gas is injected in one well so it can push oil toward another well. The driving gas or fluid is recovered at the production well. Gas maintenance refers to the practice of re-injecting gas into the formation to keep the reservoir’s pressure high.

Water flood and gas maintenance practices can be complex and difficult to control, but ultimately are worth the effort. It’s possible that efficient use of these techniques can double the production volume of a well over its total production life.


Gas Injection

Gas injection, also commonly referred to as pressure maintenance, is used with reservoirs that are at least partly gas driven. The gas that is produced from the well is dried, compressed, and injected back into the reservoir to continue to drive oil flow.

Gas separation is a standard part of the tank battery’s function. When using gas injection, the gas should be run through a gas plant or scrubber, which will remove all the distillate and other hydrocarbons. At this point, the gas can be compressed prior to being injected.

A gas injection well is setup along the same lines as a water injection well, which is described in more detail below. The gas injection setup will also include a safety valve high in the tubing string, near the surface. The valve will protect the well if the surface injection line breaks, which could lead to a blow out.

Second Stage Recovery

Figure 1. An example of a gas injection well.

Gas injection is effective but it also faces some problems. The most obvious is that natural gas is very light, and so it tends to rise in the reservoir. In many cases, that may mean that it rises above the level of fluid in the reservoir, and therefore doing only a little to drive production.

The second problem is that oil is much heavier than gas. While the pressure the gas exerts can push oil out of the well, it’s also possible for the gas to push through the oil, breaking into small streams of gas that does a poor job of driving it to the well. Gas also can have a hard time combining with the oil in the formation, which reduces the effectiveness of gas injection; in some cases, it can make the oil heavier and less likely to flow to the well.


Water Flood

Water Flood is one of the earliest methods of enhanced recovery, and one that has become very widespread. In addition to providing an additional driving force for oil production, it also provides an easy means of disposing of water produced from the well. Water flood has since been combined with other methods, such as slugging, and water injection will continue on most wells into the third phase of recovery.

Second Stage Recovery

Figure 2. An example of a well used for injecting water back into the reservoir.

There are a few preparations that need to be made before a well can be used for water injection and a water flood operation. The casing should be tested for leaks, and packer fluid should be used to isolate the annulus space. This process will often have to be approved and observed by a regulating agency. Pressure in the casing and tubing should be monitored to check for leaks.

Second Stage Recovery

Figure 3. An example of a wing valve, commonly used in water injection operations. (courtesy of Baker SPD, a Baker Oil Tools company)

The wellhead should also be properly setup for water injection. A full master gate opening will typically need to be installed on the tubing. In Figure 3, you can see an example of a wing assembly. This includes a screen to catch solids, a meter for measuring the water volume, a valve and gauge to regulate pressure, and a check valve.

In order for water flood procedures to be as efficient as possible, the water should move in a solid wall through the formation. However, this rarely, if ever, happens perfectly. The water’s own weight will often pull the leading edge down, missing large amounts of oil that are therefore not pushed toward the producing well. Water may also not move through the formation in an unbroken wall, and instead break into smaller streams.

In some cases, you’ll want to collect the separated water from several wells or tank batteries so that it can all be injected in one well. Wells used for this purpose will often require some specialized equipment, including larger than normal holding tanks, water filters, a pump capable of handling large volumes, choke valves, and more. Some systems use a lower pressure and are simpler to operate.

Oil may sometimes accumulate in lines or tanks used for water injection. When this happens, the solution is fairly straightforward; simply add a skimmer tank ahead of the injector. This is a simplified wash tank, where oil rises and flows out through a higher opening in the tank, while water is drawn from near the bottom to be injected.

Second Stage Recovery

Figure 4. An example of a low pressure water injection setup.

Water injection usually will happen on a set schedule, and if properly setup doesn’t need much watching. That makes it a prime candidate for automation, which can simplify the water injection system dramatically. If the system is small and there’s little chance of it overflowing, you may not even need a backup system.

Second Stage Recovery

Figure 5. An example of an automated water disposal system. The pictured setup includes backup controls as a safety measure.

First Stage Recovery In Oil & Gas Production

Wells have three basic stages of production, the first or primary stage, the secondary stage, and the tertiary stage. Each stage is distinguished by the type and variety of recovery methods used. The primary recovery starts as soon as a well is completed and begins to flow, and continues until water flood or gas injections begin.

There are a wide range of methods used to improve production in the first stage recovery. These can include any type of artificial lift, efforts to manage pressure down the borehole, and changes at the well, among others.


Altering And Maintaining The Formation

Primary stage recovery methods can include some techniques for monitoring, maintaining, and altering the reservoir formation to improve the flow of oil.



These are limits on the amounts that can be produced from a well. The limits are usually placed on gas production, with the goal of maintaining pressure in the reservoir the well draws from. Producing too much gas can lead to lower pressure levels in the formation. If the pressure in the formation drops too low, it will no longer be possible to pump oil from the well.

Many wells, and therefore many companies, will draw from the same reservoir. While it’s in the best interest of all parties to maintain reservoir pressure, some operators may still choose to produce large amounts of gas. The allowable limits set by a regulating agency are intended to prevent that sort of over-production.



The porosity of the formation is one factor that can limit the rate of oil production. A tighter porosity means that it’s more difficult for oil to flow to the wellbore. The porosity of a formation can be improved by by using fracturing, or fracing, techniques.

There are a range of different fracking methods. Sand fracking uses sand to force a formation open. Openings can be widened using acid and chemical fracking. Fracking is a popular technique in areas with low porosity. Heat and pressure are becoming more popular, as is other new technology like adding tracers to track damage to the reservoir.


Stabilizing Formations

This technique uses various methods, including chemicals, to keep sand and scale stable in the formation. This props the formation open while allowing oil to flow freely, which can prevent long term problems and allows more oil to be produced. The orientation and location of the casing and tubing perforations should be considered when stabilizing a reservoir formation.


Managing Pressure

It’s important to manage the pressure in the reservoir, but there are also a few ways to manage pressure at the wellhead and tank battery that can help improve production.


Beam Gas Compressors (compressing gas to reduce backpressure)

Oil will stop flowing from a well once the pressure of the fluid column, from the bottom of the well to the tank battery, equals the pressure from the oil in the formation. You could simply plug the well and move on at that point, but there are a number of other options to get the well flowing once more. One method is to use a beam gas compressor.

First Stage Recovery

Figure 1. An example of a beam gas compressor. (courtesy of Permian Production Equipment, Inc. )

The compressor draws gas from the well casing, compresses it, and then injects it into the flow line after the check valve. The gas reduces the pressure in the fluid column, allowing the oil to flow from the well once more.

First Stage Recovery

Figure 2. A diagram of how a beam gas compressor works. (courtesy of Permian Production Equipment, Inc.)

The compressor can be powered by the pumping unit. Some stripper or lower production wells have increased production many times over, which often can pay the cost of the compressor and other equipment quite quickly.


Venting Casing Gas at the Wellhead

Natural gas can be recovered from the well and used for a range of purposes on the lease, or collected for sale. However, when only small amounts of gas are being produced it’s often not economical to recover it.

While the gas may not be worth recovering, it’s still exerting some pressure down the well. By opening the casing so that the gas is vented, that pressure is relieved. At that point, the pressure from the formation may be great enough for the well to begin flowing again.

Opening the casing to the atmosphere will allow air into the casing, which leads to an increased risk of oxygen corrosion. To prevent that, a ball and seat standing valve can be put vertically in the casing opening. That prevents air from entering the casing, but allows gas to escape to the atmosphere. You can set up a hose from the tubing bleeder valve to a swage in the casing valve. That allows you to check the performance of the well. When you send the fluid back into the casing, it’s coated with oil as the fluid falls which helps prevent the oxygen corrosion.


Changes In The Well

There are a few changes that can be made to the well or wellhead that can be used to increase production in the primary phase of recovery.


Automated Control Of The Well

Automation and computerized control have become very popular for their increased efficiency. Using some specialized equipment, such as an echometer and dynamometer, the behavior of the well and reservoir can be monitored. A computer can use this information to produce from the well in the most effective way while simultaneously lowering costs. These systems can also provide analysis which can help identify problems before they become serious.


Moving Casing Perforations

The level of the casing perforations can have a big effect on production levels. The height of the perforations determine the level at which fluid is drawn into the well. The shape of the formation and the forces driving the well’s production. With reservoirs that are water driven, perforations that are too low will produce mostly water. Perforations that are set too high may lead to overproduction of gas, damaging the formation’s long term production potential.


Changing Lift Systems

Several different lift systems will be used throughout the course of a well’s production life, each selected to most efficiently produce from the reservoir. A flowing well may only use gas lift, or no artificial lift at all. As pressure drops and the well stops naturally flowing, electrical submersible lift or mechanical lift may follow.

Each lift system should be chosen to match the behavior of the well. An understanding of the reservoir and the forces that drives fluid to the well can help select the right system for each circumstance. No understanding is perfect, however, so it can sometimes be challenging to select the right system. It’s possible that wells are plugged and production ended simply because the correct method of production wasn’t tried; it’s possible for anyone, even experienced operators, to make this mistake.


Horizontal Drilling

Horizontal drilling is one of the most important technological advancements of the last few years. Along with a few other associated new techniques and technological advancements, it has revolutionized drilling and oil pumping. After a well has been sunk down to the reservoir, the drill can be turned 90 degrees so that the hole is drilled horizontally through the pay zone. This allows a much larger amount of oil to collect at the wellbore, which can dramatically increase production. Older wells that have been worked over using these new methods now sometimes produce more than when they were first completed. An experienced and knowledgeable specialist and accurate analysis of the lease records can improve production even further.

New methods for orienting and tracking a mud motor, and the development of a drill bit-mud motor assembly with a small bend in the middle. Together, these improvements allow a hole to be drilled down with the drill assembly having only a slight wobble. The mud motor can turn the drill bit while the tubing string is still, allowing the direction that’s being drilled to be changed with control of the assembly’s orientation. The techniques and technology continues to be improved.


Perforation Orientation

The location and height of the casing perforations can have a big impact on what you produce from the well, and how much. However, the relative height of the casing and tubing perforations can also end up affecting production.


Tubing perforations might be above, below, or at the same height as the casing perforations. There are a number of reasons for each choice, and each operation will most likely have its own reasoning. Depending on this orientation, a fluid or gas blanket can be maintained on the formation, exerting a small amount of pressure. It can also have an impact on paraffin accumulation, and how that affects production.


Innovative Methods

Technology in the last few years has advanced at an ever increasing rate. Horizontal drilling, as well as advancements in computer automation, has led to large improvements in production and efficiency for a number of operations.

As our understanding continues to expand, and as technology continues to advance, new methods of improving oil production are likely to become available. An understanding of the science underlying oil production, as well as the latest methods and technology, is often essential for maximizing a well’s production. This is true even with lower production or marginal wells, as small improvements can have a big effect on the bottom-line. With some developments, such as horizontal drilling, a marginal well might be brought back to higher level of production.

When considering new techniques, it’s important to keep a few questions in mind. The answers can be helpful in deciding whether it’s something that might be helpful for your own operation. The type of reservoir and its drive, the flow from the well, and several other factors should be kept in mind. It’s also a good idea to consider the equipment and production methods already in place.

Basic Stages Of Recovery In Oil & Gas Production

In any oil and gas production operation, the goal is to recover as much oil as possible while keeping operating costs as low as possible. As technology has advanced and the the demand for oil has increased, new techniques have been developed to increase the amount of oil that can be produced from one reservoir.

In the early years of the US oil industry, the biggest demand was for kerosene that would be burned in lamps. There was little understanding of how reservoir drives worked and how best to recover oil from a reservoir. As a result, wells were produced until the natural pressure in the formation dropped enough that oil wouldn’t flow on its own. At that point the well was considered played out, leaving more than 80% of the oil still in the reservoir.

Time has improved our understanding of geology and the forces that drive an oil reservoir. Using modern methods for oil and gas production, more than half of the oil in a formation may be recovered.


Stages Of Recovery

There are three basic stages of recovery operations. A well will move through each stage, first as it is first completed, then as the natural formation pressure falls and the oil has to be helped along through artificial means. These techniques are called enhanced recovery techniques, which is a broad term that covers all of those methods of artificial recovery. Equipment will most likely be replaced and improved as new techniques are used.

Techniques and technology continue to evolve as more is learned and new methods developed. However, it’s likely that an oilfield in the future will most likely look very similar to one today. Newer technology is often expensive and prone to problems, and older and more reliable methods are often a better option for smaller and marginal wells. The basics of producing and treating oil will most likely still depend on gravity and the different densities of water and oil. While it’s important to keep up with new developments, the skills and knowledge developed working any field is going to be useful.


Primary Recovery

When a well is completed and begins to flow, it has entered the first, or primary, phase of recovery. It also includes using basic method of artificial lift, such as different types of mechanical, hydraulic, and electrical lift. Basic methods of treating and stimulating well production are also considered part of the primary recovery stage.


Secondary Recovery

When an operation begins to use water flood or gas injection to maintain the reservoir’s pressure, the well has entered the secondary recovery stage. Flood techniques refer to the practice of injecting a fluid or gas at one well, pushing oil toward a second well where the fluid or gas is recovered. Water flood is one of the most common methods used. Flooding operations can be complex, as the volumes injected, injection patterns, fluid channeling, and many other factors have to be accounted for.


Tertiary Recovery

Third stage recovery is considered to have begun when two or more forces are used to aid in the production of oil from a well. This can include combinations such as CO2 and natural gas, water and and chemical flooding, and the use of heat and water to produce steam. Slugging is commonly used in third stage recovery operations. With that method, two different fluids are injected alternately. This is common when one of the fluids are expensive chemicals used to improve production; water is injected after the chemicals to improve their effectiveness.

Pressure Gauges In Oil & Gas Production

Pressure gauges are an essential, if delicate, measuring tool for oil and gas production. Flow lines, separators, and even atmospheric vessels like stock tanks are all under some amount of pressure. Gauges allow you to monitor pressure levels throughout the operation, from the wellhead to the tank battery. Monitoring pressure downhole is also important for extending the production life of the well for as long as possible. If you plan on working in oil and gas production, it’s a good idea to be comfortable using, maintaining, and calibrating pressure gauges.


Pressure Gauge Basics

Pressure gauges are used all over a pumping lease, with a range of sizes, costs, and accuracy levels. Some gauges can take more abuse, but generally are less accurate. Others are more precise, but have to be treated more carefully.

Pressure Gauges

Figure 1. A few different example gauges. (courtesy of Helicoid Instruments)

Less expensive gauges can be used for tasks where an approximation is enough, such as monitoring the pressure in a flow line. It’s more important to know the exact pressure at the wellhead and downhole, however, and so a more accurate gauge should be chosen for those uses. An appropriate gauge should be chosen for each task. The life of a gauge that’s measuring pressure down the flow from a triplex pump, or in another situation where pressure fluctuates rapidly, can be extended by using an adjustable vibration dampener to lessen the shock.

One type of gauge uses a spring to measure pressure and move the hand on the gauge’s face. A second, more common type uses something called a Bourdon tube. That’s a thin, flat tube that is curved into a c-shape. As pressure builds in the Bourdon tube, it attempts to straighten from its curved shape. This moves the hand on the gauge’s face, indicating the pressure.

Pressure Gauges

Figure 2. The interior of a Bourdon tube gauge. (courtesy of Helicoid Instruments)


Types Of Gauges

In some contexts, it is wise to use a gauge with some built in safety measures, such as a stronger glass face. Some will have a rubber plug in the back of the gauge that can blow out if the pressure grows too great. Otherwise, safety glasses should be worn whenever opening a gauge or when reading a valve on a high pressure line.

Most gauges are gas filled, but some may be filled with liquid instead. Gas filled gauges may become scratched or otherwise difficult to read over time. Liquid filled gauges will remain readable much longer, but may have a bigger problem with corrosion.


Well Testing Gauges and Calibrating

Gauges used for testing well pressure work the same as any other gauge, they’re just generally more accurate and can be calibrated.

Pressure Gauges

Figure 3. An example of a gauge and dead weight tester.

A test gauge will have an adjustment screw with which any error from the indicating hand can be corrected. Using a dead weight tester, the gauge can be checked for accuracy. Well testing gauges are generally fairly expensive and should be treated gently. A cam and roller geared gauge is a good option, as they are long lasting and accurate. It’s also usually best to select gauges that have the hand pointing directly up when indicating the middle of the pressure range. Gauges of this sort are more reliable. Occasionally it may be necessary to have a gauge calibrated at a laboratory, or by the factory, in situations when precision is important.

Calibrating a test gauge requires a dead weight tester. To calibrate a gauge using the dead weight tester in Figure 3, the black gauge in the back left (hidden by part of the tester) should be closed. The black valve in the front left should then be opened and the handle cranked up. Hydraulic fluid will be pulled under the crank’s plunger from the center reservoir. Now the two valves’ states are reversed, with the front valve being closed and the back opened. Cranking the handle downward puts pressure on the fluid so that it is pushed to the center pedestal stem. You can fit the gauge onto the tester, and then place the test amount of weight on the pedestal in the center. The left hand screw raises the weights to the correct height, and you can then check the gauge to see if it’s reading accurately. The gauge’s hand can be adjusted with a screw driver.


Measuring Pressure Without A Gauge

A dead weight tester can also be used to measure pressure directly when you need a very precise reading. Using a small diameter, high pressure hose, the tester can be connected directly to the wellhead. The tester can then be used to measure pressure.

The Fundamentals of Downhole Pump Designs in Oil and Gas Production

It doesn’t matter what type of mechanical lift system you use; it will use some sort of pump configurations for transferring the hydrocarbons from the well to the surface. While there are several styles offered, every pump utilizes the same key components.

To differentiate one style from the next, each pump is distinguished by how each pump functions, and how the various components are put together. However, to be a successful operator; a lease pumper should be aware of both the similarities, and the differences, of each mechanical lift pump style.


Downhole Pump Components

Downhole mechanical pump lift systems consist of five key components. These include:

  • Barrel Tube
  • Holddown Seal Assembly
  • Plunger
  • Standing Valve
  • Traveling Valve

Barrel Tube. The pump portion where the fluid flows from the formation is known as the barrel. Depending upon the pump design, the barrel can either be a section of the tubing, or an entirely separate component the lease pumper will be required to insert into the tubing.

Other than that, the key differences between barrels are:

  • type of metal
  • metal thickness, and
  • the method the barrel houses the plunger

In most cases, you can find pump barrel tubes in one of three thickness sizes: heavy wall, standard wall, and thin wall.

The material used can vary in both the type and grade of the metal; and is typically either: brass, carbon steel, Monel, or stainless steel. Depending upon the manufacturer, it is often common for the metal to be treated in order to help protect it from chemicals and corrosion. This also helps to further harden the metal for additional strength.

Prior to installation, the barrel tubing has to be machined in order to ensure the correct thread design and clearances are utilized for each specific type of plunger. Depending upon the pump, a liner may also be used; in these situations, the barrel design must also accommodate for this extra layering.

Downhole Pump

Figure 1. Barrel Tube Examples (Harbison Fischer)

Holddown Seal Assembly. The entire purpose of the holddown (or holddown seal assembly) is to create a seal between the tubing and the pump.

Typically, one of three types of holddown assemblies are used: two mechanical options and one cup type (as seen in Figure 2)Each assembly must be accurately installed and utilize the appropriate seating nipple in the tubing string.

Cup-type assemblies generally use one of two seating nipple lengths. The short model provides one seating area, while the longer seating nipple option offers the ability to be reversed, allowing it to turn around in the tubing to create a new seating area during situations where the other area has been damaged. However, while both cup and mechanical style holddowns both offer satisfactory installations; in cases where the bottom hole temperature is 250 degrees Fahrenheit or above, the operator should opt for a mechanical holddown option.

Downhole Pump

Figure 2. Examples of a Holddown Seal Assembly. The one on the right is a cup option, while the two on the left showcase the mechanical style options. (Trico Industries, Inc.)

Plunger. The purpose of the plunger is to remove the liquid from the pump’s base and to bring it up to the top of the pump. This motion is either due to: the barrel traveling around the plunger, or the plunger traveling within the barrel.

They are categorized in one of two areas: metallic or nonmetallic; with each available in a large array of metal arrangements. Most of these arrangements offer the option for treatment using the similar procedures used on the barrels.

For a successful downhole pump assembly, the space between the metallic plungers and the barrel must be extremely precise. Therefore, these spaces often have to be corrected once the installation in the hole is complete. This is generally due to the system normalizing to the pump temperature and bottom hole temperatures. Both barrels and plungers are created and/or treated to withstand corrosion from both H2S and CO2. The conditions of the well will determine whether to utilize a grooved or non-grooved plunger.

Soft-pack plungers (also known as non-metallic plungers) are available in a variety of cup and ring designs. Ring design options are also known as the: composition ring, regular flexite, soft-packed, wide flexite, or an assortment of additional terms. The softpack cup assembly and composition are typically selected for well conditions with highly abrasive or corrosive fluid properties, high temperature fluids, larger fluid gravity, and/or assemblies with poor lubrication.

Downhole Pump

Figure 3. Plunger Examples (Harbison Fischer)

Standing Valve. The standing valve located at the base of the pump is a one-way valve that permits the liquid to flow from the formation to the barrel.

As shown in Figure 1, the standing valve consists of a ball that rests on a small-lipped seat; and the ball and seat assembly is contained within a valve cage with a ball located on top (or up) as it is positioned into the well.

Since the pressure from below can cause the ball to unseat, and for the fluid to leak past the valve; this pump option uses the pressure from above the ball to keep it situated in the seat, and to prevent the fluid from flowing back past the valve.

Downhole Pump

Figure 4. Example showing the components of a ball and seat standing valve. (Harbison Fischer)

The ball and seat are completed and placed together against one another as a set, and then sealed together as a unit. These two components should always be kept together. Each seat size has two sizes of balls available. They are the standard API (American Petroleum Institute) size and a smaller alternative option that permits violent fluids and debris to travel between the ball and valve guides. In some circumstances, double valves are installed in order to resolve specific issue.

Traveling Valve. The traveling valve is located at the pump’s height. Similar to the standing valve, the traveling valve is a one-way valve. This permits the oil to flow out of the barrel, while keeping the fluid from flowing back into it.

Although the traveling valve and standing valve are separate parts for each pump; these two valves can be the same composition and size, allowing them to be interchangeable. As a result, the construction and operation of these valves are the same.


Downhole Pump Designs

There are three types of pumps and one tubing pump (see Figure 5) used in the four basic styles of downhill pumps. These include:

  • Insert Pumps
  • Stationary Barrel, Bottom Anchor Insert Pumps
  • Stationary Barrel, Top Anchor Insert Pumps
  • Traveling Barrel, Bottom Anchor Insert Pumps
  • Tubing Pumps

Downhole Pump

Figure 5. Examples of the 4 main pumps used in the majority of downhill pump designs (Trico Industries, Inc.)

Insert Pumps. When working in oil production, the word “insert” specifies the pump has already been constructed as a complete and working pump, and has been placed into the tubing string. Insert pumps can contain either a stationary or moving barrel, and is typically anchored that is typically anchored to either the bottom or top.  

Due to this, the three insert pump styles include:

  • Stationary Barrel, Bottom Anchor

A stationary barrel, bottom anchor pump can be used in shallow to very deep wells, and is typically the most accepted insert pump option. Due to the design, the traveling valve has the option to be smaller than the standing valve. The fluid column inside the tubing helps to constantly support the pump barrel; with the reduction in differential pressure, the pump has improved efficiency and a longer pump life.

A common disadvantage to this style of insert pump is sand tends to settle around the barrel and the scale can make it difficult to pull the pump. Thankfully, this issue can be resolved by stripping-the well (or stripper job) where the workers simultaneously pull the rods and tubing.

  • Stationary Barrel, Top Anchor

This pump style has the holddown located at the top of the pump. It is situated so the pump hangs below both the tubing perforations and the seating nipple. This type of arrangement is great with sandy wells (especially shallow ones with a depth of less than 5,000 feet), due to the fluid’s whirling motion created during operations in the area at the pump’s top.

Inside the barrel pump, the pressure is far higher than the casing pressure located outside of it. Allowing the barrel pump’s inside the ability to resist the pressure created by the fluid column. However, this does limit the depth at which the downhole pump can operate safely; due to gas pounding (a very serious issue known to split the barrel).

  • Traveling Barrel, Bottom Anchor

This versatile barrel option will operate in corrosive, normal, and sandy wells with positive results. During each stroke, the barrel rushes the liquid around the bottom of the pump causing the possibility of sand to stick to the pump inside the hole to reduce.

If the design uses an open-style valve cage, it will provide less restriction during the pumping of heavy crude oils; while the traveling barrel option offers a better defense against bursting, especially for designs using a heavy barrel.

One of the disadvantage to this style of pump is it more likely to gas lock than stationary barrel options. The traveling barrel is more likely to experience wear during operations because the traveling barrel is larger than the standing valve. This also makes it less productive in situations with crooked holes; and therefore, the pump may require a guide.

Tubing Pumps. You can differentiate an insert and tubing pump, because the tubing pump is placed down the hole as a portion of the tubing string, with the standing and traveling valves typically running on the rod string. Once the standing valve has dropped to the hole’s base, the rods turn and discharge it. Then once the rods are repositioned a few inches higher, the pump is prepared to pump again. Standing valves can be attached (and re-attached) for re-running, pulling, and servicing rods.

As you can see in Figure 5, the up-arrow indicates both where the clutch is located and where the pump splits, allowing it to pump. The portion above the up-arrow is commonly referred to as the action section. This section moves along with each pump stroke (going up and down), and also contains both the plunger and traveling valve. While the section below the up-arrow indicates the stationary section of the pump containing the standing valve.

One of the clear advantages of using a tubing pump is the ability to pump larger volumes in water flood plans. However, there are plenty on the flip side. For instance, a big disadvantage is the necessity for removing the tubing string for pump barrel maintenance and service.

Another big tubing pump disadvantage is the rod string’s high fluid load; as the weight from this load can stretch the rod resulting in a bottom hole stroke loss.

Other Pump Types. Like other devices, there are a wide variety of downhole pump designs. While some are variations of the previously described options; others are more unique, and are created to meet the specific requirements of an installation. Therefore, pump manufacturer assistance is indispensable when planning your pump installation design, especially for wells with special requirements.

A Basic Guide to a Standard Wellhead Design and the Polished Rod in Oil & Gas Production

When operating oil & gas wells, there are a variety of requirements to keep in mind when converting a flowing well to one utilizing a mechanical pumping configuration. For example, in order to extract the downhole packers, a tubing holddown is installed (if/when required) to ensure the correct pumping depth. This is due to the reduced bottom hole pressure; the removal of a packer helps to reduce formation pressure, and aids in promoting fluid flow.

Other requirements can include the need to reconstruct the wellhead in order to meet the particular requirements of a pump. For instance, some pumping units are used to remove water blankets from the matrix section to allow the well to flow properly again.

During these circumstances, a choke valve is typically left in place once the wing valve is utilized to help manage well production. While there are a variety of dedicated downhole pumps you can install to help better production, we will currently focus on the standard pumping configurations.


How to Prepare the Well for Downhole Pumping

During mechanical pumping well preparations, typically workers will remove the packers to help permit gas production throughout the annular space. It is mandatory for some type of holddown during production in order to thwart movements from the lower tubing section. However, it can be unconfined just enough to permit gas to flow adjacent to it and into the hole, if the operator prefers to keep the packer.


Pumping Wellheads

The image in Figure 1 is one of many techniques used for attaching the pumping wellhead. In this configuration, they removed the Christmas tree and placed a pumping tee with bonnet (or adapter flange) is installed.

As seen on the tubing header in the picture, a four-way tee includes a mounted pressure safety shut-in for the flow line on top. In the event of a clogged, frozen, or broken flow line; the safety switch shuts down the well until the proper attention is received. Once the well resumes production; the controls will reset.

Wellhead Design

Figure 1. Example of a Wellhead Design featuring a Casing Connection, a Typical Shut-In Control, and Tubing.

Wellhead Design

Figure 2. The Most Common Pumping Wellhead Designs include: a Casing Head, Polished Rod, Pumping Tee, Polished Rod Clamp, Rod Lubricator, Polished Rod Liner, Stuffing box, and Tubing Head.  (Dandy Specialties and Larkin Products)

Selecting Wellhead Equipment

When determining the appropriate wellhead equipment, workers need to keep several factors in mind. This includes:

Polished Rod. It is very common to procure too short of polished rods when choosing polished rods. If this occurs while working on a troublesome well, it can also cause issues when the crew drops the rod string to tap the bottom and/or to complete other servicing tasks. During each stroke when the horse head is at its peak, an appropriately sized polished rod will be able to allow the polished rod to completely drop to the peak of the stuffing box.

The top of the polished rod should extend throughout the entire bridle carrier bar with enough allotted space to install an appropriate clamp, with enough additional room for the string to drop to the base to tap bottom.

When the horse head is at its peak, and the rod has the highest rod exposure outside the hole; the polished rod should be able to extend far enough beneath the stuffing box to drop the rod liner until it is up alongside the stuffing box.

Polished Rod Clamp. As seen in Figure 3, polished rod clamps are utilized during transportation to reinforce the rod string while the additional weight is carried by the carrier bar and bridle. The polished rod clamp is obtainable anywhere from one bolt up to four or five bolts (depending upon the rod load requirements). In some situations, lease pumpers may utilize two clamps for safety purposes.

Polished rod clamps have also been known to be placed beneath the carrier bar. This widespread practice is often used for wells with a record of polished rod failures (where the rod breaks at the carrier bar). The goal of the additional safety clamp is to help the rod string avoid traveling into the stuffing box. This clamp is often used to prevent a variety of different spills from occurring.

Wellhead Design

Figure 3. Two-Bolt Polished Rod Clamp Example

Polished Rod Liner. In order to protect the polished rod from wear, a polished rod liner is situated overtop of it. This method is simpler to avoid packing leakage from a stuffing box with a larger liner diameter. To ensure the proper polished rod liner is utilized, it should measure the optimum stroke length with an additional two added feet.

If the polished rod liner isn’t long enough, it is inclined to hang onto the obstacles in the wellhead during the upstroke, or it can even create issues while attempting to tap bottom. Workers should NEVER tighten the polished rod clamp while adjusting the clamp on top of the stuffing box.

If this occurs, each clamp tightening on the liner will create a series of indentations; and with each pumping stroke, a little quantity of compressed gas and oil is released into the atmosphere through the flawed section(s) of the polished rod liner goes through the stuffing box.

As long as the damaged polished rod liner is used, the leak will continue; and at the same time, other issues can (and will) occur as a result of the lost oil continuously running down the stuffing box and wellhead.

Unfortunately, even one slight instant of thoughtlessness can cause liner indentations. Each of these indentations can result in a variety of issues, including: lost time and needless replacement expenses.

Polished Rod Lubricator. In some cases, a free-floating polished rod lubricator with wick-action felt wiper pads is typically equipped to the polished rod. It is generally placed directly over the stuffing box.

This apparatus also provides additional lubrication for the polished rod and lengthens the packing life. During periods when oil is not produced, this additional lubrication helps the polished rod avoid getting too hot and destroying the packing; making this a particularly useful lubricator for erratically producing wells. In most cases, low-priced, non-detergent style oil is sufficient for use.

Rod Rotator. Paraffin is one type of by-product created during oil production. This waxy combination of hydrocarbons can cover the internal rods, surface pipes, tubing, and anything else the valves may come into contact with.

During specific depths, the earth’s natural heat helps keep the paraffin in a fluid-like state. However, once the paraffin elevates up into the hole, it solidifies. This causes the deposit on the rods and tubing.

Wellhead Design

Figure 4. Example of a rod rotator utilized for eliminating scale and paraffin.

To help prevent paraffin buildup, a common practice is to use a rod rotator (See Figure 4). This device is attached to the walking beam and situated on the wellhead. As the pumping unit pumps, the rotator slightly turns the rods with each stroke. Scrapers are utilized and placed close enough so that as the rods rotate with every stroke, the small over-travel scrapes the paraffin off.

While there are several paraffin-cutting paddle types, the majority of them are either circular or flat. However, these are not the only methods for eliminating paraffin. Other common options include:

  • injecting chemicals
  • pouring hot oil
  • steam (often used on rods and/or tubing once pulled and laid on the racks)

The Stuffing Box. During the early years of the petroleum industry, the majority of stuffing boxes utilized a donut-shaped packing. To help improve the stuffing boxes’ efficiency, it was manufactured with a variety of different additive types (ex. lead or graphite). However, in more recent years the cone-shaped packing has become the more popular option (See Figure 5). While there is a more improved model that is practically leak-proof; for most marginal stripper wells, the costs for these models are not justified.

Wellhead Design

Figure 5. Example of stuffing box with a cone-style packing (Trico Industries, Inc.)

In most situations, the donut-shaped packing is still highly successful for marginal to shallow depth wells. If workers utilize caution and common sense during both installation and maintenance (including periodically tightening the packing); a packing set can last the lease pumper for several years, and in many cases with practically no leakage.

However, packing can be purchased in various qualities. Therefore, it is vital to keep accurate records and to keep track of all packing costs, in order for the lease pumper to determine the most economical and productive choices for the well. Through it all, the most important action is to keep the pumping unit carrier bar well centered over the hole.

Generally stuffing boxes have a grease fitting located on the side of the box. To prevent serious injuries, this fitting should never point towards the pumping unit. No matter what size pumping unit is utilized, the fitting should always point to the side or outward. Otherwise the edge of the horse head could strike a worker during the downstroke.


Casing, Flow Line Check Valves, and Tubing Issues

Check valves are another common source of issues for wellheads. During times when scale or trash accumulates under the check valve seat, or during internal failure; the check valve can fail to properly seal, allowing the fluid to escape and flow back into the wellbore. 

Figure 6 shows two examples of wellheads. The left wellhead has 300-500 pound working pressure, while the right wellhead has a 2,000-pound working pressure. By monitoring the embossed numbers shaped into the forgings, the lease pumper can ascertain the screw connections and the pressure rating of a valve. (Determining fitting pressure ratings by a casual assessment is something each lease pumper should be equipped to do.)

Both wellhead examples contain each of the three wellhead check valves. The first is situated just following the wing valve on the upmost horizontal line. The second valve is situated directly beneath the first, while being properly aligned with the casing. (This second line also contains a wing valve.) Once both lines join, they are pointed towards the tank battery and to the third installed valve and check valve.

Wellhead Design

Figure 6. Example of two pumping wellheads with the right showcasing a high pressure unite, and the left showing a medium pressure-unit.

Casing Check Valve. This valve is used to permit the gas produced to flow from the casing to the tank battery. This feat is vital for new production to travel from the formation to the wellbore. From there the gas streams into the tank battery and throughout the casing. The fluid is propelled into the tank battery using the tubing. The casing check valve thwarts the fluids from being produced and flowing back into the bottom of the well. Even the slightest check valve leak can cause new production loss and befuddle the worker as to the correct quantity of oil production.

Flow Line Check Valve. The flow line check valve by the wellhead thwarts several issues from occurring if either (or both) wellhead check valves falter. If a tubing leak develops, then the column weight could pull the oil from the flow line back into the well. Flow line check valves also help reduce the produced oil from flowing from the header and into the well. When checked properly, this can correctly illustrate how things are transpiring to the lease pumper.

Tubing Check Valve. During certain productivity tests, it is necessary for the lease pumper to check the downhole pressure applied to the tubing. In order for accurate results, the pressure must be isolated from casing pressures. The check valve located just past the tubing wing valve prevents casing pressures from flowing back through the bleeder valve when the downhole pump action is checked at the bleeder valve.