Fouling of heat exchangers and production of stable emulsions in desalting units can present significant challenges in refinery operations. Often these difficulties occur due to the concurrent processing of two or more crude oils that are incompatible under process conditions. This paper describes a significant development in laboratory techniques for studying these issues and evaluating mitigation strategies. Asphaltenes compatibility was evaluated for oil mixtures that may be co-processed in the refinery using a deposition flow rig, and the results were compared with those obtained with more conventional tests: blending stability analysis by light scattering and various screening methods. The flow rig mimics the process conditions (elevated pressure, high temperature, flow-induced shear) and identifies whether deposition or precipitation will occur. The former can cause fouling of heat exchangers whereas the latter produces solids that can stabilize emulsions in the desalter. By varying the proportions of oils that were co-injected into the deposition flow rig, the range within which mixtures were unstable was found. By flowing through a capillary (to mimic a heat exchanger) and in-line filter, it was possible to identify whether precipitation of suspended flocs or fouling of the heat exchanger itself was the likely issue for each mixture. Emulsion-stability tests were conducted using a pressurized rig with an ersatz separator to mimic the desalting unit; results were compared with those obtained in conventional, ambient-pressure bottle tests. Oil(s) and refinery wash water were injected, mixed under representative shear, and allowed to separate within the typical residence time of the desalter. Chemical additives were tested to identify those that were effective at controlling any observed problems. Results obtained in either flow rig (using representative pressure, temperature, and shear) did not always match those obtained using conventional methods. Asphaltenes fouling occurred under conditions where it was not predicted by screening tests that were conducted at conditions not representative of the process and did not occur under conditions where it was predicted. Differences were also observed between the emulsion stability observed in bottle versus rig tests, though these should be viewed as complementary techniques. This paper presents new laboratory techniques for the prediction and prevention of refinery fouling and emulsion stability. They mimic conditions in the facilities much better than those typically used to date.
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