“If everything seems to be going well, you have obviously
overlooked something,” says Murphy’s Law.
With
the recent spate of material failures in the oil and gas industry around the
world, the role of a material and corrosion engineer in selecting suitable
material has become more complex, controversial and difficult. Further, the
task had become more diverse, since now modern engineering materials offer a
wide spectrum of attractive properties and viable benefits.
From
the earlier years or late ’70s, the process of materials selection that had
been confined exclusively to a material engineer, a metallurgist or a corrosion
specialist has widened today to encompass other disciplines like process,
operations, integrity, etc. Material selection is no more under a single
umbrella but has become an integrated team effort and a multidisciplinary
approach. The material or corrosion specialist in today’s environment has to
play the role of negotiator or mediator between the conflicting interests of
other peer disciplines like process, operations, concept, finance, budgeting,
etc.
With
this as backdrop, this article presents various stages in the material
selection process and offers a rational path for the selection process toward a
distinctive, focused and structured holistic approach.
What
is material selection in oil and gas industry? Material selection in the oil
and gas industry – by and large – is the process of short listing technically
suitable material options and materials for an intended application. Further to
these options, it is the process of selecting the most cost- effective material
option for the specified operating life of the asset, bearing in mind the
health, safety and environmental aspects and sustainable development of the
asset, technical integrity and any asset operational constraints envisaged in
the operating life of the asset.
What
stages are involved? The stages involved in the material selection process can
be outlined as material selection 1) during the concept or basic engineering
stage, 2) during the detailed engineering stage, and 3) for failure prevention
(lessons learned).
Concept Stage
Material
selection during the concept stage basically means the investigative approach
for the various available material options for the intended function and
application. In this stage, a key factor for the material selection is an up-front
activity taking into consideration operational flexibility, cost, availability
or sourcing and, finally, the performance of the material for the intended
service and application.
The
material and corrosion engineer’s specialized expertise or skills become more
important as the application becomes critical, such as highly sour conditions,
highly corrosive and aggressive fluids, high temperatures and highly stressed
environments, etc.
It
is imperative at this concept stage that the material selection process becomes
an interdisciplinary team approach rather an individualistic material and
corrosion engineer’s choice. However, some level of material selection must be
made in order to proceed with the detailed design activities or engineering
phase.
The
number and availability of material options in today’s industry have grown
tremendously and have made the selection process more intricate than a few
decades back. The trend with research and development in the materials sciences
will continue to grow and may make the selection even more complex and
intriguing.
It
should be understood that, at the concept design stage, the selection is broad
and wide. This stage defines the options available for specific application
with the available family of materials like metals, non metals, composites,
plastics, etc. If an innovative and cost-effective material choice is to be
made from an available family of options, it is normally done at this stage.
At
times, material constraints from the client or operating company or the end
user may dictate the material selections as part of a contractual obligation.
Sourcing, financial and cost constraints at times may also limit and obstruct
the material selections except for vey critical applications where the
properties and technical acceptability of the material is more assertive and
outweighs the cost of the material.
Materials
availability is another important criterion on the material selection which
impacts the demanding project schedules for the technically suitable material options.
Also, different engineering disciplines may have different and specific
requirements like constructability, maintainability, etc. However, a compromise
shall be reached at this stage among all the disciplines concerned to arrive at
a viable economic compromise on the candidate material.
Detailed Engineering Stage
Materials
selection during the detailed design stage becomes more focused and specific.
The material selection process narrows down to a small group or family of
materials, say: carbon steels, stainless steels, duplex stainless steels,
Inconels or Incoloys, etc. In the detail design stage, it narrows down to a
single material and other conditions of supply like Austenitic stainless
steels, Martensitic stainless steels, cast materials, forged materials, etc.
Depending
on the criticality of the application at this stage the material properties,
manufacturing processes and quality requirements will be addressed to more
precise levels and details. This may sometimes involve extensive material-testing
programs for corrosion, high temperature, and simulated heat treatment as well
as proof testing.
From
the concept to detailing stage is a progressive process ranging from larger
broad possibilities to screening to a specific material and supply condition.
At times, the selection activity may
involve a totally new project (greenfield) or to an extension of existing
project (brownfield). In the case of an existing project, it could be necessary
to check and evaluate the adequacy of the current materials; it may be
necessary at times to select a material with enhanced properties. The candidate
material shall normally be investigated for more details in terms of cost,
performance, fabricability, availability and any requirements of additional
testing in the detail engineering stage.
Failure
Prevention (Lessons Learned)
Material
selection and the sustainability of material to prevent any failure during the
life of the component is the final selection criterion in the process. Failure
is defined as an event where the material or the component did not accomplish
the intended function or application. In most cases, the material failure is
attributed to the selection of the wrong material for the particular
application. Hence, the review and analysis of the failure is a very important
aspect in the material selection process to avert any similar failures of the
material in future.
The
failure analysis – or the lessons learned – may not always result in better
material. The analysis may, at times, study and consider the steps to reduce
the impact on the factors that caused the failure. A typical example would be
to introduce a chemical inhibition system into the process to mitigate
corrosion of the material or to carry out a post-weld heat treatment to
minimize the residual stresses in the material which has led to stress
corrosion cracking failure.
An
exhaustive review and study of the existing material that failed, including
inadequacy checks and a review of quality levels imposed on the failed
materials, is required before an alternate and different material is selected
for the application.
The
importance of the failure analysis cannot be overstressed in view of the spate
of failures in recent times in the oil and gas industry. The results of failure
analysis and study will provide valuable information to guide the material
selection process and can serve as input for the recommendation in the concept
and design stages of the project. It strengthens and reinforces the material
selection process with sound back-up information.
Let
us take a general view of material recommendations for pipelines. Some of the
materials most relevant for use in pipelines in the Middle East are indicated
for information and guidance in Table 1. The recommendations are general in
nature and each pipeline is to be studied in detail case by case as regards
operating conditions, fluid compositions, etc. before any final selections.
Also,
other considerations – like the total length of the pipeline, above or below
ground installation, nature of the pipeline (export line or processing line,
etc.) – that are to be taken into consideration during the detailed engineering
phase.
Table 1: General Material Selection for Pipelines in Oil and Gas Industry.
![materialchart](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjXaMvpFUQukpQLNjeSsHBKKMdoz2j5IjPGXdx3MzWlH76Wu-TuWwPAPw2tjUWc__BdAqPwEz9jS7a0bzZBIcRQWErSFlae8QQRdrsVzgmVNGblIronSyh8Xc29XUjv0HJMHjjwR8qEGyo8/?imgmax=800)
Table 1: General Material Selection for Pipelines in Oil and Gas Industry.
Notes: CA: Corrosion Allowance, CS: Carbon Steel, CRA: Corrosion
Resistant Alloy and GRP: Glass Reinforced Plastics. The recommendations in
Table 1 are for guidance only. Each pipeline is to be analyzed on a
case-by-case basis based on operating conditions and fluid compositions.
Conclusion
To maintain the integrity of the asset and provide a safe, healthful working environment it is always a welcome event to have the material selection process be executed as a holistic team approach rather than an individual metallurgist’s or corrosion specialist’s choice.
To maintain the integrity of the asset and provide a safe, healthful working environment it is always a welcome event to have the material selection process be executed as a holistic team approach rather than an individual metallurgist’s or corrosion specialist’s choice.
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