Research status of the wellbore failure mechanism and predicting model in deep mudstone and shale

CHENG Wan; SUN Jiaying; YIN Dezhan and JIANG Guosheng; ${author.authorNameEn}

doi:10.12143/j.ztgc.2021.10.003

2021 Vol. 48, No. 10

Article Contents

Article navigation > DRILLING ENGINEERING > 2021 > 48(10): 21-28

Next Article Previous Article

CHENG Wan, SUN Jiaying, YIN Dezhan and JIANG Guosheng, . 2021. Research status of the wellbore failure mechanism and predicting model in deep mudstone and shale. DRILLING ENGINEERING, 48(10): 21-28. doi: 10.12143/j.ztgc.2021.10.003

Citation:

CHENG Wan, SUN Jiaying, YIN Dezhan and JIANG Guosheng, . 2021. Research status of the wellbore failure mechanism and predicting model in deep mudstone and shale. DRILLING ENGINEERING, 48(10): 21-28. doi: 10.12143/j.ztgc.2021.10.003

Research status of the wellbore failure mechanism and predicting model in deep mudstone and shale

1. China University of Geosciences, Wuhan Hubei 430074, China;
2. First Exploration Team of Anhui Provincial Bureau of Coal Geology, Huainan Anhui 232052, China

More Information

Corresponding author: , jianggs65@sina.vip.com

Received Date: 23 March 2021

Revised Date: 23 August 2021

Abstract

Abstract

The exploitation of deep oil and gas resources has become an important strategy of national oil and gas development， and borehole instability in mudstone and shale formations is the technical bottleneck restricting the safe and efficient development of deep oil and gas resources. This paper analyzes the mechanical and chemical mechanisms of deep mudstone shale borehole failure with the focus on the research status and development trend of wellbore stability prediction models for shale hydration， weak structural plane， anisotropy and multi-field coupling. Improper mud density is the major cause for mechanical wellbore failure， while mudstone and shale hydrations are the major causes for chemical wellbore failure. Investigation of the effects of the weak plane and anisotropy on the safe density window of drilling mud is the major method to study the wellbore stability in deep mud and shale formations under the action of the fluid-solid-chemical-thermal coupling behavior on the wellbore.
- wellbore stability /
- collapse pressure /
- breakdown pressure /
- drilling mud /
- mudstone shale

FullText(HTML)

References

[1]	贾承造，庞雄奇，姜福杰.中国油气资源研究现状与发展方向［J］.石油科学通报，2016，1（1）：2-23. Google Scholar JIA Chengzao， PANG Xiongqi， JIANG Fujie. Research status and development directions of hydrocarbon resources in China［J］. Petroleum Science Bulletin， 2016，1（1）：2-23. Google Scholar
[2]	[2] 金衍，陈勉.井壁稳定力学［M］.北京：科学出版社，2012.JIN Yan， CHEN Mian. Mechanics of Wellbore Stability［M］. Beijing： Science Press， 2012. Google Scholar
[3]	[3] 陈勉，金衍，卢运虎.页岩气开发：岩石力学的机遇与挑战［J］. 中国科学：物理学力学天文学，2017，47（11）：114601.CHEN Mian， JIN Yan， LU Yunhu. Shale gas development： Opportunities and challenges for rock mechanics［J］. Sci Sin-Phys Mech Astron， 2017，47（11）：114601. Google Scholar
[4]	[4] Cheng W， Jiang G， Li X， et al. A porochemothermoelastic coupling model for continental shale wellbore stability and a case analysis［J］. J Pet Sci Eng， 2019，182：106265. Google Scholar
[5]	[5] 陈勉，金衍，张广清. 石油工程岩石力学［M］.北京：科学出版社，2008.CHEN Mian， JIN Yan， ZHANG Guangqing. Rock Mechanics Related to Petroleum Engineering［M］. Beijing： Science Press， 2008. Google Scholar
[6]	[6] 樊朋飞.WY-CN龙马溪组页岩水平井井壁坍塌失稳机理研究［D］.成都：西南石油大学，2016.FAN Pengfei. Wellbore instability mechanism of horizontal well in shales in WY-CN Longmaxi formation［D］. Chengdu： Southwest Petroleum University， 2016. Google Scholar
[7]	[7] 邱正松，李健鹰.硬脆性页岩坍塌机理的实验研究［J］.钻井液与完井液，1989，6（2）：26-32. Google Scholar QIU Zhengsong， LI Jianying. Experimental study of caving mechanism of hard and brittle shale［J］. Drilling Fluid & Completion Fluid， 1989，6（2）：26-32. Google Scholar
[8]	[8] 张雅楠.钻井液封堵性能对硬脆性泥页岩井壁稳定的影响［D］.北京：中国石油大学（北京），2017.ZHANG Ya’nan. The impact of drilling fluid plugging performance on well bore stability of hard brittle shale［D］. Beijing：China University of Petroleum （Beijing）， 2017. Google Scholar
[9]	[9] 汪伟.钻井液流变性对硬脆性泥页岩井壁稳定性的影响［D］.北京：中国石油大学（北京），2017.WANG Wei. Effect of drilling fluid rheological properties on the hard brittle shale stability［D］. Beijing： China University of Petroleum （Beijing）， 2017. Google Scholar
[10]	[10] 杨建民，刘伟，熊小伟，等.页岩气井环保型抑制水基钻井液体系研究与应用［J］.钻采工艺，2020，43（2）：107-110. Google Scholar YANG Jianmin， LIU Wei， XIONG Xiaowei， et al. Research and application of environmentally friendly and strongly inhibited water-based drilling fluid system for shale gas wells［J］. Drilling & Production Technology， 2020，43（2）：107-110. Google Scholar
[11]	[11] 张龙.抑制剂对粘土矿物结合水的影响研究［D］.成都：西南石油大学，2015.ZHANG Long. Effect of inhibitor on the clay-mineral bounding water ［D］. Chengdu： Southwest Petroleum University， 2015. Google Scholar
[12]	[12] 温航，陈勉，金衍，等.钻井液活度对硬脆性页岩破坏机理的实验研究［J］.石油钻采工艺，2014，36（1）：57-59. Google Scholar WENG Hang， CHEN Mian， JIN Yan， et al. Experimental research on brittle shale failure caused by drilling fluid activity［J］. Oil Drilling & Production Technology. 2014，36（1）：57-59. Google Scholar
[13]	[13] 曹文科.力学-化学-热耦合作用对各向异性页岩井壁稳定性影响规律研究［D］.北京：中国石油大学（北京），2017.CAO Wenke. Study of mechanical-chemical-thermal coupling effect on wellbore stability in anisotropic shale formation［D］.Beijing： China University of Petroleum （Beijing）， 2017. Google Scholar
[14]	[14] Chenevert M E. Adsorption pressure of argillaceous rocks［C］//11th Symposium on Rock Mechanics. Berkeley， California， 1969：16-19. Google Scholar
[15]	[15] Yew C H， Chenevert M E， Wang C L. Wellbore stress distribution produced by moisture adsorption［J］. SPE Drilling Engineering， 1990，5（4）：311-316. Google Scholar
[16]	[16] 黄荣樽，陈勉，邓金根，等.泥页岩井壁稳定力学与化学的耦合研究［J］.钻井液与完井液，1995，12（3）：15-22. Google Scholar HUANG Rongzun， CHEN Mian， DENG Jingen， et al. Study on shale stability of wellbore by mechanics coupling with chemistry method［J］. Drilling Fluid & Completion Fluid， 1995，12（3）：15-22. Google Scholar
[17]	[17] Hale A H， Mody F K. The influence of chemical potential on wellbore stability［J］. SPE Drilling & Completion， 1993，8（3）： 207-216. Google Scholar
[18]	[18] 王正良，佘跃惠，李淑廉，等. 含水量对硬脆性泥页岩稳定性的影响［J］. 钻井液与完井液，1995，12（6）：7-9. Google Scholar WANG Zhengliang， SHE Yuehui， LI Shulian， et al. Effect of moisture content on the stability of fragile shale ［J］. Drilling Fluid & Completion Fluid， 1995，12（6）：7-9. Google Scholar
[19]	[19] 金衍，陈勉.水敏性泥页岩地层临界坍塌时间的确定方法［J］.石油钻探技术，2004，3（2）：11-14. Google Scholar JIN Yan， CHEN Mian. A method for determining the critical time of wellbore instability at water-sensitive shale formations［J］. Petroleum Drilling Techniques， 2004，3（2）：11-14. Google Scholar
[20]	[20] 温航，陈勉，金衍，等.硬脆性泥页岩斜井段井壁稳定力化耦合研究［J］.石油勘探与开发，2014，41（6）：748-754. Google Scholar WEN Hang， CHEN Mian， JIN Yan， et al. A chemo-mechanical coupling model of deviated borehole stability in hard brittle shale［J］. Petroleum Exploration and Development， 2014，41（6）：748-754. Google Scholar
[21]	[21] 王磊. 页岩水化损伤规律及井壁稳定性研究［D］.成都：西南石油大学，2019.WANG Lei. Study on the shale hydration damage and borehole stability［D］. Chengdu： Southwest Petroleum University， 2019. Google Scholar
[22]	[22] 孟英峰，刘厚彬，余安然，等.深层脆性页岩水平井裸眼完井井壁稳定性研究［J］.西南石油大学学报（自然科学版），2019，41（6）：51-59. Google Scholar MENG Yingfeng， LIU Houbin， YU Anran， et al. Borehole completion stability of deep brittle shale horizontal wells［J］. Journal of Southwest Petroleum University （Science & Technology Edition）， 2019，41（6）：51-59. Google Scholar
[23]	[23] 张世锋，汪海阁，邱正松，等.泥页岩井壁流-固-化耦合安全密度窗口计算方法［J］.石油勘探与开发，2019，46（6）：1197-1205. Google Scholar ZHANF Shifeng， WANG Haige， QIU Zhengsong， et al. Calculation of safe drilling mud density window for shale formation by considering chemo-poro-mechanical coupling effect［J］. Petroleum Exploration and Development， 2019，46（6）：1197-1205. Google Scholar
[24]	[24] 刘洋洋.泥页岩井壁稳定力-化耦合及其钻井液封堵性研究［D］.成都：西南石油大学，2018.LIU Yangyang. Study on the chemical-mechanical modeling of wellbore stability in shale and its plugging performance of drilling fluid ［D］. Chengdu： Southwest Petroleum University， 2018. Google Scholar
[25]	[25] 金衍，陈勉，陈治喜，等.弱面地层的直井井壁稳定力学模型［J］.钻采工艺，1999，22（3）：13-14. Google Scholar JIN Yan， CHEN Mian， CHEN Zhixi， et al. Mechanics model of sidewall stability of straight wells drilled through weakly consolidated formations［J］. Drilling & Production Technology， 1999，22（3）：13-14. Google Scholar
[26]	[26] 刘向君，叶仲斌，陈一健.岩石弱面结构对井壁稳定性的影响［J］.天然气工业，2002，22（2）：41-42. Google Scholar LIU Xiangjun， YE Zhongbin， CHEN Yijiang. Influence of rock weak plane texture on sidewall stability［J］. Natural Gas Industry， 2002，22（2）：41-42. Google Scholar
[27]	[27] 马天寿，陈平.层理页岩水平井井周剪切失稳区域预测方法［J］.石油钻探技术，2014，42（5）：26-36. Google Scholar MA Tianshou， CHEN Ping. Prediction method of shear instability region around the borehole for horizontal wells in bedding shale［J］. Petroleum Drilling Techniques， 2014，42（5）：26-36. Google Scholar
[28]	[28] 马天寿，陈平.层理性页岩水平井井壁稳定性分析［J］.中南大学学报（自然科学版），2015，46（4）：1375-1383. Google Scholar MA Tianshou， CHEN Ping. Analysis of wellbore stability for horizontal wells in stratification shale［J］. Journal of Central South University （Science and Technology）， 2015，46（4）：1375-1383. Google Scholar
[29]	[29] 刘志远，陈勉，金衍，等.裂缝性储层裸眼井壁失稳影响因素分析［J］.石油钻采工艺，2013，35（2）：39-43. Google Scholar LIU Zhiyuan， CHEN Mian， JIN Yan， et al. Analysis on wellbore stability of open hole in fractured formation［J］. Oil Drilling & Production Technology， 2013，35（2）：39-43. Google Scholar
[30]	[30] 刘志远，陈勉，金衍，等.多弱面地层水平井裸眼井壁垮塌量计算模型［J］.石油勘探与开发，2014，41（1）：102-107. Google Scholar LIU Zhiyuan， CHEN Mian， JIN Yan， et al. Calculation model for bore-hole collapse volume of a horizontal openhole in multiple-weak-plane formation［J］. Petroleum Exploration and Development， 2014，41（1）：102-107. Google Scholar
[31]	[31] 邓媛，何世明，邓祥华，等.力化耦合作用下的层理性页岩气水平井井壁失稳研究［J］.石油钻探技术，2020，48（1）：26-33. Google Scholar DENG Yuan， HE Shiming， DENG Xianghua， et al. Study on wellbore instability of bedded shale gas horizontal wells under chemo-mechanical coupling［J］. Petroleum Drilling Techniques， 2020，48（1）：26-33. Google Scholar
[32]	[32] 陈平，马天寿，范翔宇.基于井壁稳定分析的井眼轨迹优化方法［J］.天然气工业，2015，35（10）：84-92. Google Scholar CHEN Ping， MA Tianshou， FAN Xiangyu. Well path optimization based on wellbore stability analysis［J］. Natural Gas Industry， 2015，35（10）：84-92. Google Scholar
[33]	[33] Lekhnitskii SG. Theory of An Anisotropic Elastic Body［M］. Moscow： Mir Publisher， 1981. Google Scholar
[34]	[34] Aadnoy BS. Continuum mechanics analysis of the stability of inclined boreholes in anisotropic rock formations［D］. Trondheim： University of Trondheim， 1987. Google Scholar
[35]	[35] Cheng H D. Material coefficients of anisotropic poroelasticity［J］. Int J Rock Mech Min Sci， 1997，34：199-205. Google Scholar
[36]	[36] Abousleiman Y， Cheng HD. Poroelastic solutions in transversely isotropic media for wellbore and cylinder［J］. Int J Solids Structure， 1998，35：4905-4929. Google Scholar
[37]	[37] Lee H， Ong SH， Azeemuddin M. A wellbore stability model for formations with anisotropic rock strengths［J］. J Pet Sci Eng， 2012，96：109-119. Google Scholar
[38]	[38] 卢运虎，陈勉，袁建波，等.各向异性地层中斜井井壁失稳机理［J］.石油学报，2013，34（3）：563-568. Google Scholar LU Yunhu， CHEN Mian， YUAN Jianbo， et al. Borehole instability mechanism of a deviated well in anisotropic formations［J］. Acta Petrolei Sinica， 2013，34（3）：563-568. Google Scholar
[39]	[39] 洪国斌，陈勉，卢运虎，等.川南深层页岩各向异性特征及对破裂压力的影响［J］.石油钻探技术，2018，46（3）：78-85. Google Scholar HONG Guobin， CHEN Mian， LU Yunhu， et al. Study on the anisotropy characteristics of deep shale in the southern Sichuan basin and their impacts on fracturing pressure［J］. Petroleum Drilling Techniques， 2018，46（3）：78-85. Google Scholar
[40]	[40] 曹文科，邓金根，蔚宝华，等.弹性参数各向异性对页岩井周应力的影响［J］.西安石油大学学报（自然科学版），2016，31（5）：27-35. Google Scholar CAO Wenke， DENG Jingen， YU Baohua， et al. Effect of anisotropy of elastic parameters of shale formation on stress distribution around wellbore［J］. Journal of Xi’an Shiyou University （Natural Science Edition）， 2016，31（5）：27-35. Google Scholar
[41]	[41] Liu M， Jin Y， Lu Y， et al. A wellbore stability model for a deviated well in a transversely isotropic formation considering poroelastic effects［J］. Rock Mech Roch Eng， 2016，49（9）：3671-3686 Google Scholar
[42]	[42] Heidug WK， Wong SW. Hydration swelling of water-absorbing rocks： A constitutive model［J］. Int J Numer Anal Methods Geomech， 1996，20：403-430. Google Scholar
[43]	[43] Ghassemi A， Diek A. Linear chemo-poroelasticity for swelling shales： Theory and application［J］. J Pet Sci Eng， 2003，38： 123-135. Google Scholar
[44]	[44] Oort EV. On the physical and chemical stability of shales［J］. J Pet Sci Eng， 2003，38：213-235. Google Scholar
[45]	[45] Ekbote S， Abousleiman Y. Porochemothermoelastic solution for an inclined borehole in a transversely isotropic formation［J］. Journal of Engineering Mechanics， 2005，131（5）：522-533. Google Scholar
[46]	[46] Gao J， Deng J， Lan K， et al. A porothermoelastic solution for the inclined borehole in a transversely isotropic medium subjected to thermal osmosis and thermal filtration effects［J］. Geothermics， 2017（67）：114-134. Google Scholar
[47]	[47] 高佳佳.双孔双渗页岩地层井壁稳定机理研究［D］.北京：中国石油大学（北京），2017.GAO Jiajia. The research on the mechanism of wellbore stability in shale formation with dual-porosity and dual-permeability［D］. Beijing： China University of Petroleum （Beijing）， 2017. Google Scholar
[48]	[48] 周俊.横观各向同性层理地层热孔弹性井壁稳定研宄［D］．成都：西南石油大学，2017.ZHOU Jun. Research on wellbore stability in a transversely isotropic formation considering thermo-poroelastic effects［D］. Chengdu： Southwest Petroleum University， 2017. Google Scholar
[49]	[49] 彭程.页岩水化下的井壁稳定分析［D］.北京：中国石油大学（北京），2017.PENG Cheng. The borehole stability in shales after hydration［D］. Beijin： China University of Petroleum （Beijing）， 2017. Google Scholar
[50]	[50] 肖志强，贾善坡，亓宪寅，等.流-固-化耦合条件下硬脆性泥页岩井壁渐进破坏效应探讨［J］.中南大学学报（自然科学版），2019，50（10）：2464-2480. Google Scholar XIAO Zhiqiang， JIA Shanpo， Qi Xianyin， et al. Hydraulic-mechanical-chemical coupling evaluation for progressive failure of hard brittle shale wellbore［J］. Journal of Central South University （Science and Technology）， 2019，50（10）：2464-2480. Google Scholar
[51]	[51] 张宇，赵林，王炳红，等.流-固-化-热耦合的陆相页岩井壁稳定力学模型及应用［J］.特种油气藏，2019，26（3）：163-168. Google Scholar ZHANG Yu， ZHAO Lin， WANG Binghong， et al. Fluid-solid-chemical-thermal coupling mechanical model of wellbore stability for continental shale and its application［J］. Special Oil Gas Reservoirs， 2019，26（3）：163-168. Google Scholar
[52]	[52] 王书婷，张景富，刘鹏飞.页岩地层井壁稳定多模型对比［J］.大庆石油地质与开发，2020，39（2）：166-174. Google Scholar WANG Shuting， ZHANG Jingfu， LIU Pengfei. Multi-model comparison of the borehole stability in shale formations［J］. Petroleum Geology & Oilfield Development in Daqing， 2020，39（2）：166-174. Google Scholar