A coupled FSI-experimental framework for multi-factor degradation assessment of PDM stator elastomers: Synergistic effects of thermo-mechanical and chemical stresses

Stator rubber degradation is a primary failure mechanism in positive displacement motors (PDMs), directly compromising drilling reliability and increasing operational costs. This study introduces a novel, integrated framework that couples high-fidelity fluid-structure interaction (FSI) simulations with quantitative swelling and aging experiments to enable a comprehensive, multi-factor assessment of elastomer degradation under realistic downhole conditions. In contrast to conventional studies that examine thermal, mechanical, or chemical effects in isolation, this work uniquely captures the synergistic interactions of thermo-mechanical stresses and chemical exposure across three nitrile-based rubber formulations-NBR1, NBR2, and HS-B-thereby enabling a physics-based, predictive evaluation of stator service life. Nonlinear finite element simulations in Abaqus incorporate Mooney-Rivlin hyperelasticity, thermo-mechanical coupling, and hysteresis heat generation, with boundary conditions reflecting actual field parameters (149.0°C, 200 psi, 2 Hz rotation). Results show that HS-B exhibits up to 40% lower thermo-mechanical stress and a peak temperature of 74.0°C-significantly lower than 86.0°C in NBR1. Swelling tests in water and xylene reveal HS-B's superior chemical resistance, with only 7.1% volume increase in hydrocarbon environments versus 17.1%–19.1% in conventional NBRs. After 168 h at 149.0°C, HS-B shows minimal degradation in tensile strength (−18.7%) and hardness (−4.6%), outperforming conventional rubbers. The key innovation lies in the quantitative coupling of multi-physics simulation and empirical swelling/aging data, enabling a robust, predictive framework for elastomer lifetime assessment. This integrated methodology not only identifies HS-B as the optimal stator elastomer but also provides actionable design insights for enhancing PDM durability under extreme downhole conditions. By bridging the gap between theoretical modeling and field-relevant material validation, the proposed approach supports virtual prototyping, informed material selection and the development of more reliable, cost-effective drilling systems.

Authors

Institutions

Publication Details

Journal
Proceedings of the Institution of Mechanical Engineers Part L Journal of Materials Design and Applications
Published
2026-02-27
DOI
https://doi.org/10.1177/14644207251414960
Primary Topic
Drilling and Well Engineering
Type
article
Field-Weighted Citation Impact
0.00
Controls
|||
ALL TIME
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
article

A coupled FSI-experimental framework for multi-factor degradation assessment of PDM stator elastomers: Synergistic effects of thermo-mechanical and chemical stresses

Akbar Hojjati Najafabadi, Babak Abbasi Chaliche
Proceedings of the Institution of Mechanical Engineers Part L Journal of Materials Design and Applications
Drilling and Well Engineering
article

A coupled FSI-experimental framework for multi-factor degradation assessment of PDM stator elastomers: Synergistic effects of thermo-mechanical and chemical stresses

Akbar Hojjati Najafabadi, Babak Abbasi Chaliche
article en

Abstract

Stator rubber degradation is a primary failure mechanism in positive displacement motors (PDMs), directly compromising drilling reliability and increasing operational costs. This study introduces a novel, integrated framework that couples high-fidelity fluid-structure interaction (FSI) simulations with quantitative swelling and aging experiments to enable a comprehensive, multi-factor assessment of elastomer degradation under realistic downhole conditions. In contrast to conventional studies that examine thermal, mechanical, or chemical effects in isolation, this work uniquely captures the synergistic interactions of thermo-mechanical stresses and chemical exposure across three nitrile-based rubber formulations-NBR1, NBR2, and HS-B-thereby enabling a physics-based, predictive evaluation of stator service life. Nonlinear finite element simulations in Abaqus incorporate Mooney-Rivlin hyperelasticity, thermo-mechanical coupling, and hysteresis heat generation, with boundary conditions reflecting actual field parameters (149.0°C, 200 psi, 2 Hz rotation). Results show that HS-B exhibits up to 40% lower thermo-mechanical stress and a peak temperature of 74.0°C-significantly lower than 86.0°C in NBR1. Swelling tests in water and xylene reveal HS-B's superior chemical resistance, with only 7.1% volume increase in hydrocarbon environments versus 17.1%–19.1% in conventional NBRs. After 168 h at 149.0°C, HS-B shows minimal degradation in tensile strength (−18.7%) and hardness (−4.6%), outperforming conventional rubbers. The key innovation lies in the quantitative coupling of multi-physics simulation and empirical swelling/aging data, enabling a robust, predictive framework for elastomer lifetime assessment. This integrated methodology not only identifies HS-B as the optimal stator elastomer but also provides actionable design insights for enhancing PDM durability under extreme downhole conditions. By bridging the gap between theoretical modeling and field-relevant material validation, the proposed approach supports virtual prototyping, informed material selection and the development of more reliable, cost-effective drilling systems.

Proceedings of the Institution of Mechanical Engineers Part L Journal of Materials Design and Applications
Islamic Azad University, Tehran (IR)
Industry, innovation and infrastructure
Openalex Percentile: Top 43%
Drilling and Well Engineering
AI Navigator

Ask Laika to Summarize, Analyze, and Connect papers live on the map.

Summarize Papers & Methodologies

Extract key findings, datasets, and comparative methods across publications.

Benchmark Rankings & Visual Analytics

Rank top research institutions, authors, funders, topics, and journals by Field-Weighted Citation Impact (FWCI) and paper volume with instant charts.

Connect Distant Disciplines

Bridge topological clusters on the map to find hidden collaborative intersections.