Cortec Corporation
Cortec Valves

Preservation Strategies for Oil & Gas Valves

June 15, 2023
The following tips make it easy to achieve successful preservation during the 3 main phases of a valve’s non-operational life cycle.

Ball valves, gate valves, globe valves, butterfly valves, check valves, and valve assemblies: all are common and critical components in the oil & gas industry. Their job of regulating hazardous fluid flow in pipelines and piping systems underscores the importance of keeping them in peak operating condition.

Unfortunately, one of the most common enemies of valve integrity is rust, which can attack and deteriorate valves during hydrotesting, shipping, and layup.

The following tips from Cortec Corporation make it easy to achieve successful preservation during the 3 main phases of a valve’s non-operational life cycle.

Phase 1

Preserving Valves for the Long Haul (Fabrication and Shipping)

Before a pipeline or plant starts operating, thousands of components must be fabricated, assembled, and shipped to the construction site. Valves must be hydrostatically tested by the valve manufacturer to ensure no leaks. Hydrotesting of valves and components may also be done at coastal fabrication yards where components are assembled into modules and often shipped overseas halfway around the world.

Adding a liquid formulation that protects ferrous and non-ferrous metals from corrosive solutions to the hydrotest water does dual duty by protecting against flash rust from the hydrotest water and leaving behind a thin film of corrosion inhibitors that provide both contact and vapor-phase protection. This offers comprehensive coverage that is typically difficult to achieve due to valve intricacies. A higher dose can be used for an extended period of preservation.

Another approach is to fog valve internals with fogging fluid for void space protection.

After internal protection, the entire valve can be enclosed in a film to keep the Vapor phase Corrosion Inhibitors from escaping and to protect the external surface without cumbersome coating or liquid rust preventative application. The valve is then ready to be shipped through all sorts of environments and arrives in like-new condition at the installation site.

Phase 2

Preserving Valves for Backup (Warehousing and Critical Spares)

Another critical phase of valve preservation ought to occur during warehousing of critical or operational spares. Protection methods are similar to those previously mentioned, with slightly different underlying reasons.

For operational plants, preserving spare valves can mean the difference between millions of dollars saved or millions of dollars lost for lack of a reliable spare to install when a replacement is needed. If all spares are rusty (as too often happens in non-climate-controlled warehouses or outdoor storage yards), maintenance personnel must choose between installing a rusty, potentially faulty valve that could lead to further failure and disaster, or waiting and experiencing downtime for days, weeks, or months before a replacement arrives.

A much easier path is to “clean, protect, and preserve” valves in advance with these three steps:

  1. Remove any existing rust (e.g., use a dip bath followed by rinsing and neutralization with a cleaner).
  2. Fog valve internals with fogging fluid.
  3. Cover openings or wrap the entire valve in indoor film or outdoor film (UV protected) depending on the severity of the environment.

This procedure leaves valves in operating condition, ready to use at a moment’s notice as soon as they are unwrapped.

Phase 3

Preserving Valves for a Brighter Day (Mothballing and Layup)

A third important phase of valve preservation comes when the fluctuating oil & gas market makes mothballing and layup the most cost-effective option, shutting down drilling or refining operations until there is a brighter industry outlook. In the meantime, millions of dollars of equipment must be preserved so that their value is not lost during the idle period.

Once again, valves fall into this category. They can be preserved in much the same way as described for other phases—ensure valves are clean and rust-free, add an internal source of Vapor phase Corrosion Inhibitors, and protect externals with film that has the appropriate degree of weather resistance. When the market brightens, crews can easily go in, remove the film, and get the facility up and running without having to remove a lot of coatings or rust as might otherwise be needed.

Whatever the stage, valves are such a critical part of the oil and gas industry that they deserve special preservation attention for economic and safety reasons.

Compared to the serious repercussions of inadequate preservation, corrosion prevention is extremely simple and cost-effective.

Contact Cortec to learn more about the best valve preservation strategies for your oil and gas application.