# Oil-Based Drilling Fluid Plugging Method for Strengthening Wellbore Stability of Shale Gas

Authors: Pengcheng Wu; Chengxu Zhong; Zhengtao Li; Zhen Zhang; Zhiyuan Wang; Weian Huang
Journal: Geofluids
 (2021)

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## Abstract

Finding out the reasons for wellbore instability in the Longmaxi Formation and Wufeng Formation and putting forward drilling fluid technical countermeasures to strengthen and stabilize the wellbore are very crucial to horizontal drilling. Based on X-ray diffraction, electron microscope scanning, linear swelling experiment, and hot-rolling dispersion experiment, the physicochemical mechanism of wellbore instability in complex strata was revealed, and thus, the coordinated wellbore stability method can be put forward, which is “strengthening plugging of micropores, inhibiting filtrate invasion, and retarding pressure transmission.” Using a sand bed filtration tester, high-temperature and high-pressure plugging simulation experimental device, and microporous membrane and other experimental devices, the oil-based drilling fluid treatment agent was researched and selected, and a set of an enhanced plugging drilling fluid system suitable for shale gas horizontal well was constructed. Its temperature resistance is 135°C and it has preferable contamination resistibility (10% NaCl, 1% CaCl2, and 8% poor clay). The bearing capacity of a 400 μm fracture is 5 MPa, and the filtration loss of 0.22 μm and 0.45 μm microporous membranes is zero. Compared with previous field drilling fluids, the constructed oil-based drilling fluid system has a greatly improved plugging ability and excellent performance in other aspects.


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## Body

## 1. Introduction

At present, China’s shale gas exploration and development is at a rapid development stage, and great breakthroughs have been made in the marine shale of the Ordovician Wufeng Formation-Silurian Longmaxi Formation in Sichuan Basin [1]. Jiaoshiba, Changning-Weiyuan, and other atmospheric fields of 100 billion cubic meters have been proven, and the shale gas output has reached 78×108m3 in 2016. South Sichuan is a block with the richest shale gas resources and the most realistic development in China. In the drilling process of shale gas horizontal wells in the Changning block, affected by the hydration expansion of shale and the development of rock microcracks, the wall spalling is serious, resulting in complex accidents such as sticking and lost circulation, which brings great economic losses to drilling operations [2, 3].The instability of the wellbore is mainly affected by geology, interaction between the shale and drilling fluid, drilling technology, and other factors [4, 5]. The study on the mechanism and countermeasures to wellbore instability has gone through the stages of mechanical and chemical research and to the present stage of mechanical-chemical coupling research [6, 7]. In his article, Dreley [8] described the instability process of hard magnetic shale according to the performance characteristics of hard and brittle shale before and after interaction with water. Based on anisotropic strength theory, Chen et al. [9, 10] studied the influence of anisotropic strength of fractured rock mass on wellbore stability and analysed wellbore stability under isotropic and anisotropic stress states after mud infiltrated into the fracture. Zhang [11] took the influence of bedding and anisotropy into consideration and established an improved wellbore stability evaluation model. The model took into account the characteristics of rock compressive strength changing with time and developed an evaluation method based on logging data. Gaede et al. [12] found that the strain coefficients of rocks are not equal, which was confirmed by comparing the numerical solutions and analytical solutions in many cases. At the same time, it is proposed to use a thick-walled cylinder with interlayer to carry out simulation experiments in the laboratory, to establish a modified failure quasimeasurement, and to determine the required mud density combined with in situ stress and formation pore pressure. Zhao et al. [13, 14] came up with two ways to solve the borehole wall problem: enhancing the plugging performance of oil-based drilling fluid and reducing the filtration loss at high temperature and high pressure. Tang et al. [15–17] developed a new type of strong plugging oil-based drilling fluid system through an orthogonal test aimed at the problems of the Longmaxi Formation.At present, there is little research on evaluation and optimization of the plugging agent and construction of a drilling fluid system in the Changning block [18–21]. Therefore, by studying the wellbore instability mechanism of the Longmaxi Formation and Wufeng Formation, this paper selected the oil-based drilling fluid treatment agent and targeted to optimize the micro-nanoplugging agent and further constructed a drilling fluid system with strong plugging and high lubricating oil base to reduce the incidence of complex accidents in the horizontal section of the Longmaxi Formation.


## 2. Materials and Methods

### 2.1. Materials

Rock samples of black shale were taken from the Longmaxi Formation in the Changning block, China. The organic bentonite used to make drilling fluid was purchased from Baker Hughes. As known to all, to design a drilling fluid, various chemical additives are needed. The names of these chemical additives and their manufacturers are summarized in Table1.Table 1
Various chemical additives used in the experiments and corresponding manufacturers.
Chemical additive
Manufacturer
Purity
Emulsifying agent (EM-JH, EM-SL), filtrate reducers (FR-JH, lignite-SL), lubricant (Jiahua)
Jiahua Technology Co., Ltd.
Technical purity
CaCO3, NaCl, CaCl2
Sinopharm Group Chemical Reagent Co., Ltd.
Analytical purity
Emulsifying agent (EM-XG)
Tianjin Xiongguan Technology Co., Ltd.
Technical purity
Filtrate reducers (FR-BK), N-plugging agent
Baker Hughes
Technical purity
Plugging agent (YX1200, YX400)
Chengdu Xiyouhuawei Science & Technology Co., Ltd.
Technical purityEM-SL main emulsifier is a kind of surfactant with many kinds of surface active groups, which is designed by molecular structure and synthesized artificially. It has a good emulsifying effect and can form stable water-in-oil emulsion. When used in combination with an auxiliary emulsifier, it has good adaptability at 40-200°C, and its density can reach 0.92-2.30 g/cm3.The FR-BK fluid loss additive is a high molecular polymer which is designed by molecular structure and artificially synthesized at high temperature, and its molecular thermal decomposition temperature is as high as 180°C. Good compatibility with other oil-based drilling fluid additives, which can effectively control the water loss of an oil-based drilling fluid at high temperature and high pressure and can also greatly reduce the damage of organic soil submicron particles to low permeability reservoirs.Lignite-SL is a kind of coal, which contains 20%~80% humic acid. Humic acid is not a single compound but a mixture of compounds with different molecular sizes and different structural compositions. These compounds have a skeleton containing aromatic rings, which can be connected by alkylene, carbonyl, ether, or imine groups. There are many carboxyl groups, hydroxyl groups, and sometimes methoxy groups around the aromatic ring.YX1200 and YX400 are micron plugging agents while drilling, with particle sizes of 1200 meshes and 400 meshes, respectively, which are white powders with unknown composition.


### 2.2. X-Ray Diffraction Test (XRD)

X-ray diffraction is used to analyse the mineral components of rock samples. Rock samples need to be crushed to powder which was finer than 150μm, and then a D/MAX-IIIA X-ray diffractometer was used for mineralogical analysis. The tube voltage is 40 kV, the tube current is 40 mA, and the scanning range is 2°–30° (step of 0.02°).


### 2.3. Scanning Electron Microscopy (SEM)

The square shale slices with a side length of about 5 mm obtained from the Longmaxi Formation were dried at 80°Cfor 1 d. Their microstructures were determined by scanning electron microscopy (SEM). The SEM measurement was performed using a Quanta™ 650 FEG scanning electron microscope (FEI Corporation, America) at an accelerating voltage of 5 kV.


### 2.4. Rheology Tests

The rheological parameters were measured by using a model ZNN-D6 six-speed rotating viscometer (Qingdao Haitongda Special Instrument Co. Ltd. China). The calculations of AV, PV, and YP are expressed as follows according to the recommended American Petroleum Institute (API) standard.(1)ApparentviscosityAV=Φ6002mPa∙s,(2)PlasticviscosityPV=Φ600−Φ300mPa∙s,(3)YieldpointYP=0.511Φ300−PVPa,where 300 and 600 are the readings of 300 and 600 rpm, respectively.


### 2.5. Linear Swelling Experiment

The linear swelling experiment was conducted to investigate the swelling behaviour of shale samples immersed in different test fluids. In the experiment, the preparation process of the shale plate was similar to compacted Na-BT in a Na-BT plate soaking test. Firstly, 10 g of the shale samples (screened through a 100-mesh sieve) was compressed to prepare the shale plate. The initial height of the shale plate was recorded. Then, the shale plate was put into the NP-02A linear swell meter (Haitongda Company, Qingdao, China). The oil-based drilling fluid was gently poured into the shale chamber while the initial swelling height was set to zero. Finally, the shale plate was soaked in the test fluids, and the expansion height with time was recorded to calculate the expansion rate.


### 2.6. Hot-Rolling Dispersion Experiment

The hot-rolling dispersion experiment was designed to evaluate the dispersion trend of shale samples after being exposed to different test fluids. Firstly, 50 g of the shale samples (sized 2.00-3.35 mm) and 350 mL oil-based drilling fluid were poured into a sealed container. Then, the sealed container was heated in an XGRL-4 type roller oven (Haitongda Company, Qingdao, China) at 125°C for 16 h. Following hot rolling, the shale samples were filtered by a 40-mesh sieve. The recovered shale samples were cleaned with fresh water and dried at 105°C for 4 h. Finally, the weight of the remaining shale samples was measured to calculate the recovery rate.


### 2.7. Sand Bed Filtration Experiment

The sealing ability of the oil-based drilling fluid can be demonstrated using the sand bed invasion test (Labenski et al. (2003); Reid and Santos (2003)). Approximately 200 grams of 80-100-mesh sieve fine sand was placed in the cell to replace the filter paper. The pore throats in different grades of sands (40/60 frac sand) can be extrapolated to microfractured formations. The sealing test of drilling fluid was conducted at 25°C, 3.5 MPa.


### 2.8. Stability

The stability of colloid, foam, and suspension was quantitatively evaluated with a Turbiscan stability analyser (Formulation Company, France) (Wiśniewska (2010); Kang et al. (2011)).


### 2.9. High-Temperature and High-Pressure Plugging Simulation Experiment

In this experiment, a high-temperature and high-pressure (HTHP) plugging simulation experimental device is used, which has the characteristics of simple operation and small experimental error, and the simulated conditions are closer to the actual downhole conditions.The HTHP plugging simulation experiment device is mainly composed of a clamp, a plugging kettle, a pressurizing system, a temperature control system and a stirring system and mainly simulates the plugging effect of the plugging agent on the fracture module under different temperature and pressure conditions. The pressure difference simulation can be realized by the pressure difference between the two ends of the fracture module. The lower end of the fracture module is directly communicated with the atmosphere by the valve stem, and the upper end of the fracture module provides pressure to the kettle body by the nitrogen bottle. At this time, the simulated pressure difference is the pressure provided by the nitrogen bottle to the kettle body.


## 2.1. Materials

Rock samples of black shale were taken from the Longmaxi Formation in the Changning block, China. The organic bentonite used to make drilling fluid was purchased from Baker Hughes. As known to all, to design a drilling fluid, various chemical additives are needed. The names of these chemical additives and their manufacturers are summarized in Table1.Table 1
Various chemical additives used in the experiments and corresponding manufacturers.
Chemical additive
Manufacturer
Purity
Emulsifying agent (EM-JH, EM-SL), filtrate reducers (FR-JH, lignite-SL), lubricant (Jiahua)
Jiahua Technology Co., Ltd.
Technical purity
CaCO3, NaCl, CaCl2
Sinopharm Group Chemical Reagent Co., Ltd.
Analytical purity
Emulsifying agent (EM-XG)
Tianjin Xiongguan Technology Co., Ltd.
Technical purity
Filtrate reducers (FR-BK), N-plugging agent
Baker Hughes
Technical purity
Plugging agent (YX1200, YX400)
Chengdu Xiyouhuawei Science & Technology Co., Ltd.
Technical purityEM-SL main emulsifier is a kind of surfactant with many kinds of surface active groups, which is designed by molecular structure and synthesized artificially. It has a good emulsifying effect and can form stable water-in-oil emulsion. When used in combination with an auxiliary emulsifier, it has good adaptability at 40-200°C, and its density can reach 0.92-2.30 g/cm3.The FR-BK fluid loss additive is a high molecular polymer which is designed by molecular structure and artificially synthesized at high temperature, and its molecular thermal decomposition temperature is as high as 180°C. Good compatibility with other oil-based drilling fluid additives, which can effectively control the water loss of an oil-based drilling fluid at high temperature and high pressure and can also greatly reduce the damage of organic soil submicron particles to low permeability reservoirs.Lignite-SL is a kind of coal, which contains 20%~80% humic acid. Humic acid is not a single compound but a mixture of compounds with different molecular sizes and different structural compositions. These compounds have a skeleton containing aromatic rings, which can be connected by alkylene, carbonyl, ether, or imine groups. There are many carboxyl groups, hydroxyl groups, and sometimes methoxy groups around the aromatic ring.YX1200 and YX400 are micron plugging agents while drilling, with particle sizes of 1200 meshes and 400 meshes, respectively, which are white powders with unknown composition.


## 2.2. X-Ray Diffraction Test (XRD)

X-ray diffraction is used to analyse the mineral components of rock samples. Rock samples need to be crushed to powder which was finer than 150μm, and then a D/MAX-IIIA X-ray diffractometer was used for mineralogical analysis. The tube voltage is 40 kV, the tube current is 40 mA, and the scanning range is 2°–30° (step of 0.02°).


## 2.3. Scanning Electron Microscopy (SEM)

The square shale slices with a side length of about 5 mm obtained from the Longmaxi Formation were dried at 80°Cfor 1 d. Their microstructures were determined by scanning electron microscopy (SEM). The SEM measurement was performed using a Quanta™ 650 FEG scanning electron microscope (FEI Corporation, America) at an accelerating voltage of 5 kV.


## 2.4. Rheology Tests

The rheological parameters were measured by using a model ZNN-D6 six-speed rotating viscometer (Qingdao Haitongda Special Instrument Co. Ltd. China). The calculations of AV, PV, and YP are expressed as follows according to the recommended American Petroleum Institute (API) standard.(1)ApparentviscosityAV=Φ6002mPa∙s,(2)PlasticviscosityPV=Φ600−Φ300mPa∙s,(3)YieldpointYP=0.511Φ300−PVPa,where 300 and 600 are the readings of 300 and 600 rpm, respectively.


## 2.5. Linear Swelling Experiment

The linear swelling experiment was conducted to investigate the swelling behaviour of shale samples immersed in different test fluids. In the experiment, the preparation process of the shale plate was similar to compacted Na-BT in a Na-BT plate soaking test. Firstly, 10 g of the shale samples (screened through a 100-mesh sieve) was compressed to prepare the shale plate. The initial height of the shale plate was recorded. Then, the shale plate was put into the NP-02A linear swell meter (Haitongda Company, Qingdao, China). The oil-based drilling fluid was gently poured into the shale chamber while the initial swelling height was set to zero. Finally, the shale plate was soaked in the test fluids, and the expansion height with time was recorded to calculate the expansion rate.


## 2.6. Hot-Rolling Dispersion Experiment

The hot-rolling dispersion experiment was designed to evaluate the dispersion trend of shale samples after being exposed to different test fluids. Firstly, 50 g of the shale samples (sized 2.00-3.35 mm) and 350 mL oil-based drilling fluid were poured into a sealed container. Then, the sealed container was heated in an XGRL-4 type roller oven (Haitongda Company, Qingdao, China) at 125°C for 16 h. Following hot rolling, the shale samples were filtered by a 40-mesh sieve. The recovered shale samples were cleaned with fresh water and dried at 105°C for 4 h. Finally, the weight of the remaining shale samples was measured to calculate the recovery rate.


## 2.7. Sand Bed Filtration Experiment

The sealing ability of the oil-based drilling fluid can be demonstrated using the sand bed invasion test (Labenski et al. (2003); Reid and Santos (2003)). Approximately 200 grams of 80-100-mesh sieve fine sand was placed in the cell to replace the filter paper. The pore throats in different grades of sands (40/60 frac sand) can be extrapolated to microfractured formations. The sealing test of drilling fluid was conducted at 25°C, 3.5 MPa.


## 2.8. Stability

The stability of colloid, foam, and suspension was quantitatively evaluated with a Turbiscan stability analyser (Formulation Company, France) (Wiśniewska (2010); Kang et al. (2011)).


## 2.9. High-Temperature and High-Pressure Plugging Simulation Experiment

In this experiment, a high-temperature and high-pressure (HTHP) plugging simulation experimental device is used, which has the characteristics of simple operation and small experimental error, and the simulated conditions are closer to the actual downhole conditions.The HTHP plugging simulation experiment device is mainly composed of a clamp, a plugging kettle, a pressurizing system, a temperature control system and a stirring system and mainly simulates the plugging effect of the plugging agent on the fracture module under different temperature and pressure conditions. The pressure difference simulation can be realized by the pressure difference between the two ends of the fracture module. The lower end of the fracture module is directly communicated with the atmosphere by the valve stem, and the upper end of the fracture module provides pressure to the kettle body by the nitrogen bottle. At this time, the simulated pressure difference is the pressure provided by the nitrogen bottle to the kettle body.


## 3. Results and Discussion

### 3.1. Physicochemical Mechanism of Wellbore Instability in Longmaxi Formation and Wufeng Formation

#### 3.1.1. Fabric Analysis

(1) Analysis of Mineral Composition. Using the D/MAX-IIIA X-ray diffractometer, the relative contents of whole rock minerals and clay minerals in strata samples of the Longmaxi Formation and Wufeng Formation were determined. It can be seen from Table 2 that the rock samples of the Longmaxi Formation are mainly quartz. The average content of quartz, calcite, barite, and clay minerals in the Longmaxi Formation is 32.46%, 19.85%, 13.54%, and 15.31%, respectively. The rock samples of the Wufeng Formation are mainly quartz, with quartz content of 33%, calcite content of 16.25%, barite content of 13.25%, and clay mineral content of 18%. It can be seen from Table 3 that the clay minerals in the tested rock samples are mainly illite, but no kaolinite. The average content of illite, chlorite, and interlayer in the Longmaxi Formation is 57.46%, 21%, and 21.54%, respectively. The average content of illite, chlorite, and interlayer in the Wufeng Formation is 64%, 14.5%, and 21.5%, respectively.Table 2
Total mineral component analysis of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Quartz
Potassium feldspar
Plagioclase
Calcite
Dolomite
Ankerite
Pyrite
Barite
Total clay minerals
1
CN156
28
1
3
19
—
11
3
17
18
2
CN355
41
—
3
13
10
—
3
15
15
3
CN194
35
3
9
14
—
5
3
15
16
4
CN419
38
—
3
18
6
5
5
11
14
5
CN62
35
3
9
14
2
3
5
12
17
6
CN222
37
1
3
9
—
7
3
21
19
7
CN137
21
2
4
27
—
5
3
18
20Table 3
Relative content analysis of clay minerals of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Chlorite (Ch)
Illite (I)
Interlayer between Iran and Mongolia (I/S)
Interlayer ratio (%)
1
CN156
10
50
40
20
2
CN355
6
70
24
20
3
CN194
24
49
27
20
4
CN419
16
58
26
20
5
CN62
21
60
19
20
6
CN222
20
63
17
20
7
CN137
33
51
16
20(2) Characteristics of Microstructure. The microstructure characteristics of strata samples of the Longmaxi Formation and Wufeng Formation were analysed by SEM. It can be seen from Figure 1 that the 3274 m sample of well CN194 has compact cementation, undeveloped intergranular pores, and dissolved pores. All samples of the Longmaxi Formation in well CN156 at 5100 m are fracture developed. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. It can be seen from Figure 2 that fractures and dissolved pores and fractures are developed in the Wufeng Formation samples at 3260 m in well CN194. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. The samples of the Wufeng Formation in well CN419 have compact cementation, undeveloped intergranular pores, and salt crystals in the cracks and crevices. The micropores of the Longmaxi Formation and Wufeng Formation are well developed, with a fracture width of 5~10 μm and pore diameter of 400~900 nm. The apparent morphology of the shale is formed by discontinuous shale stacking and cementation, and the layered structure is obvious, which shows the characteristics of brittleness and low strength of shale.Figure 1
SEM images of rock samples of Longmaxi Formation.
(a)
Well CN194 (2828 m)
(b)
Well CN156 (5100 m)
(c)
Well CN355 (4762 m)Figure 2
SEM images of rock samples of Wufeng Formation.
(a)
Well CN194 (3260 m)
(b)
Well CN355 (4694 m)
(c)
Well CN419 (3770 m)


#### 3.1.2. Physical and Chemical Property Analysis

(1) Hydration Properties. In this experiment, rock samples from complex strata of each well are selected, shale dilatometer is used for the experiment, and water is used as the test solution to test the hydration swelling properties of rock cores in complex sections of the Longmaxi Formation. The results are as follows.Table4 and Figure 3 show the analysis results of hydration properties of the Longmaxi Formation rock samples. It can be seen from Figure 3 that the swelling amount of the Longmaxi Formation rock samples is between 0.2 and 0.4 mm, most of which is above 0.3 mm, which has certain hydration swelling properties. It can be seen from the figure that the recovery rate of the Longmaxi Formation rock samples is between 9.36% and 57.84%, mostly below 30%, which has strong hydration and dispersion performance.Table 4
Experimental data of hydration expansion.
Time(min)
Well no.
CN62
CN222
CN156
CN419
CN137
CN194
CN22
CN355
0
0
0
0
0
0
0
0
0
1
0.02
0.005
0
0.015
0
0.005
0.005
0.03
3
0.055
0.02
0.01
0.06
0.01
0.025
0.01
0.05
5
0.07
0.035
0.02
0.1
0.03
0.05
0.025
0.055
10
0.11
0.05
0.03
0.21
0.04
0.075
0.03
0.07
15
0.16
0.065
0.035
0.275
0.08
0.105
0.03
0.11
20
0.2
0.08
0.04
0.34
0.105
0.13
0.03
0.14
30
0.24
0.1
0.05
0.42
0.17
0.17
0.03
0.202
60
0.265
0.15
0.07
0.51
0.23
0.27
0.03
0.31
120
0.285
0.2
0.12
0.55
0.275
0.3
0.03
0.355
180
0.3
0.21
0.14
0.56
0.29
0.31
0.03
0.37
240
0.305
0.215
0.16
0.57
0.295
0.32
0.035
0.38
300
0.31
0.215
0.175
0.58
0.3
0.32
0.035
0.385
360
0.32
0.215
0.19
0.59
0.31
0.32
0.035
0.39
420
0.321
0.215
0.21
0.597
0.315
0.32
0.035
0.4
480
0.33
0.215
0.215
0.6
0.315
0.32
0.035
0.405
Core height (mm)
10.18
8.04
9.42
9.7
10.2
10
10.66
8.9
Swelling rate
3.24%
2.67%
2.28%
6.19%
3.09%
3.20%
0.33%
4.55%Figure 3
Test results of hydration swelling and dispersion properties of rock samples in Longmaxi Formation.


#### 3.1.3. Physicochemical Mechanism and Technical Countermeasures of Wellbore Instability

Based on the analysis results of the fabric and the physical and chemical properties, the mechanism of wellbore instability of the Longmaxi Formation and Wufeng Formation in shale gas can be summarized as follows. On the one hand, clay content is high, mainly illite, no montmorillonite, and a small amount of illite/montmorillonite-mixed layer. Formation fractures and microfractures are developed, and formation hydration and dispersion are strong. On the other hand, the specific water affinity is large, and the drilling fluid filtrate intrudes into the deep part of the formation along the microfractures, causing hydration of shale. This leads to the weakening of the cementation force between particles, and the expansion pressure produced by hydration makes the shaft lining lose balance, which leads to collapse and block falling.According to the physicochemical mechanism and mechanical reasons of wellbore instability of the Longmaxi Formation and Wufeng Formation, the plugging technical countermeasure of “strengthening plugging micropores, inhibiting filtrate invasion, and retarding pressure transmission” was put forward. In this technical countermeasure, the combination of physical and chemical plugging and effective stress-supporting shaft lining is emphasized, and the inhibition of surface hydration is strengthened. Strengthening the sealing to prevent and slow down pore pressure transmission is the premise of improving the effective mechanical support of the downhole liquid column pressure to the wellbore, further establishing effective stress support for shaft lining to balance the collapse pressure of the shaft lining.


### 3.2. Enhanced Plugging Drilling Fluid and Its Performance

#### 3.2.1. Evaluation and Optimization of Key Additives for Oil-Based Drilling Fluid

(1) Optimization of Emulsifier. Taking “360 mL white oil + 3% organic bentonite + 40 mL CaCl2 brine (25%)” as the base slurry 1, the rheological properties (including shear force), filtration, and demulsification voltage of each experimental slurry (base slurry 1 + main emulsifier 4% + auxiliary emulsifier 2%) before and after hot rolling at 125°C for 16 hours were tested. It can be seen from Table 5 that the demulsification voltage of each experimental pulp after hot rolling at 125°C/16 h is greater than 400 V, and the system is stable. Emulsifier is not added in the base slurry, and no emulsion is formed, so the demulsification voltage of the base slurry is 2047 V. The better the emulsification effect, the more uniform the dispersion of water-in-oil emulsion, the higher the apparent viscosity of drilling fluid, and the higher the apparent viscosity of emulsifier EM-SL experimental slurry, with the lowest filtration loss, so the emulsifier constructed by the formula is preferred.Table 5
Experimental results of emulsifying agent optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Demulsification voltage (V)
Base slurry 1
Before aging
4.5
4
0.5
0.51/1.02
50.0
2047
After aging
4
3
1
0.51/1.02
30.0
EM-SL
Before aging
7
6
1
0
13.0
1101
After aging
12
9
3
1.53/1.53
10.0
EM-JH
Before aging
8
6
2
0
17.0
1012
After aging
12
9
3
2.04/2.56
13.0
EM-XG
Before aging
5.5
5
0.5
0
22.4
990
After aging
12
9
3
1.53/1.53
18.0(2) Optimization of Fluid Loss Reducer. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine (25%)” as base slurry 2, the rheological properties of each experimental slurry (base slurry 2 + 2% fluid loss additive) before and after hot rolling at 125°C for 16 hours were tested. The experimental results in Table 6 show that the apparent viscosity after aging is improved in different degrees than before, and the fluid loss after adding the fluid loss reducer FR-BK is 6.4 mL, and the fluid loss is the lowest among the preferred treatment agents. Moreover, it has a certain viscosity and shear force, which is helpful to the suspension of cuttings and has excellent rheological properties, so the fluid loss reducer constructed by the formula is preferred.Table 6
Experimental results of filtrate reduces optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Base slurry 2
Before aging
7
6
1
0
13
After aging
12
9
3
1.53/1.53
10
Lignite-SL
Before aging
10
9
1
1.02/1.53
8
After aging
12.5
10
2.5
1.53/2.04
7.6
FR-BK
Before aging
12
11
1
1.02/2.04
2
After aging
26.5
18
8.5
3.58/4.60
6.4
FR-JH
Before aging
10.5
9
1.5
1.02/1.53
9
After aging
20.5
14
6.5
1.53/2.56
8(3) Optimization of Plugging Agent. According to the characteristics of microcracks and micropores in the Longmaxi Formation rock samples, N-plugging agents, YX1200 and YX400, and other micro-nanoplugging agents were researched and selected, and 0.22 μm and 0.45 μm microfiltration membranes were introduced to evaluate the pressure-bearing plugging ability of the plugging agents. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL” as base slurry 3, the experimental slurry (base slurry 3 + 5% plugging agent) was tested before and after hot rolling at 125°C for 16 hours. It can be seen from Figures 4 and 5 that the API filtration loss of experimental slurry with the YX1200 plugging agent is 5.6 mL, and the filtration loss through microporous membranes with pore diameters of 0.22 μm and 0.45 μm is 10 mL and 9.6 mL, respectively. Compared with other plugging agents, the YX1200 plugging agent has the lowest filtration loss and better plugging effect, so it is selected as the plugging agent for the oil-based drilling fluid.Figure 4
Experimental results of plugging agent optimization.Figure 5
Picture of plugging agent YX1200 mud cake.(4) Optimization of Lubricant. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL + 5% plugging agent YX1200” as base slurry 4, each experimental slurry (base slurry + 1.5% lubricant) was tested. The experimental results in Table 7 show that the lubricating coefficient and viscosity coefficient of the experimental slurry added with solid lubricant-BK are 0.0102 and 0.1495, respectively, which are lower than those of other lubricants. The graphite RT-1 was selected as the lubricant for the next experiment.Table 7
Experimental results of lubricant optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Lubrication coefficient
Coefficient of viscosity
Base slurry 4
Before aging
12.5
11
1.5
1.02/1.53
5.5
0.0509
0.2493
After aging
12
9
3
1.02/1.53
7.8
Liquid rare earth
Before aging
12.5
9
3.5
1.02/1.53
5.6
0.0307
0.2309
After aging
12
11
1
0.51/1.02
4.4
Jiahua
Before aging
12
9
3
1.02/1.53
6
0.0305
0.2217
After aging
13.5
11
2.5
1.53/1.53
6.4
Graphite RT-1
Before aging
12.5
11
1.5
1.02/1.02
6
0.0205
0.1584
After aging
12
9
3
1.02/1.53
7.6


#### 3.2.2. Performance Evaluation of Enhanced Plugging Drilling Fluid

By further optimizing the organic bentonite, plugging agent, and viscosity reducer and optimizing the compatibility of the system, an enhanced plugging drilling fluid system was constructed. It consists of 360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3), which is designated as Formula CN-5.(1) Contamination Resistibility. By adding 10% NaCl, 1.0% CaCl2, and 8% poor clay (passing through 100-mesh sieve) into the Formula CN-5 drilling fluid system, the antipollution ability of each system is evaluated by observing the performance changes before and after hot rolling at 125°C for 16 hours. The evaluation results are shown in Table 8.Table 8
Pollution resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
NaCl resistance
Before aging
67.5
53
14.5
8.18/15.33
0.2
125°C/16 h
77.5
59
18.5
3.58/25.55
0.2
CaCl2 resistance
Before aging
69
54
15
7.67/14.31
0.2
125°C/16 h
80
65
15
3.58/22.98
0
Poor clay resistance
Before aging
67.5
52
15.5
8.18/15.33
0
125°C/16 h
73
58
15
7.15/18.40
0The experimental data in Table8 show that after adding 10% NaCl into the Formula CN-5 drilling fluid system, the apparent viscosity of the system has little change, and its salt resistance is better. After adding 8% poor clay and 1.0% calcium chloride, the viscosity increased slightly, and it had certain poor clay resistibility and calcium resistibility.(2) Performance of Temperature Resistance. The rheological properties and fluid loss of Formula CN-5 before and after hot rolling at 135°C for 16 hours and 125°C for 32 hours were tested.It can be seen from Table9 that the rheological fluid loss of the Formula CN-5 drilling fluid system has little change after hot rolling, which indicates that they have excellent temperature resistance.Table 9
Temperature resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
Temperature resistance
Before aging
67.5
52
15.5
8.18/15.33
0.2
135°C/16 h
75
60
15
3.58/23.51
0
Temperature endurance
Before aging
67.5
52
15.5
8.18/15.33
0.2
125°C/32 h
78
64
14
10.22/15.33
0(3) Stability. The settlement stability, electrical stability, and improved VST settlement of Formula CN-5 were tested. The experimental results are shown in Table 10.Table 10
Stability evaluation results of strong plugging drilling fluid.
System
Improved VST settlement test method
Settlement stability
Electrical stability
Formula CN-5
Volume (mL)
Mass (g)
Density difference (g/mL)
Density difference between upper and lower layers (g/mL)
Demulsification voltage (V)
600r
100r
The difference
10
19.42
20.06
0.64
0.064
0.019
1322The experimental results show that the Formula CN-5 drilling fluid has good dynamic settlement stability, with a density difference of 0.064 g/mL, density difference between upper and lower layers of 0.019 g/mL, and demulsification voltage of 1322 V, which is more than 400 V, which indicates that the system is stable.(4) Inhibition.
(a)
Linear swelling experiment: rock cuttings passing through 100 meshes in the Longmaxi Formation of CN22 well are selected, and the hydration and expansion properties of the core in the complex section of the Longmaxi Formation are tested by linear swelling experiment and Formula CN-5 drilling fluid as the test solution. The results are shown in Figure 6.(b)
Hot-rolling dispersion experiment: rock cuttings passing 2-5 mm mesh in the CN22 well of the Longmaxi Formation were selected, and the hydration and dispersion inhibition performance of the Formula CN-5 drilling fluid was evaluated by the hot-rolling dispersion experiment. The results are shown in Table 11.Figure 6
Experimental results linear swelling experiment.Table 11
Hot-rolling dispersion experiment.
System
Before dispersion (g)
After dispersion (g)
Rete of recovery (%)
Formula CN-5
30
29.81
99.37It can be seen from Figure6 and Table 10 that the Formula CN-5 drilling fluid system has a small hydration expansion amount, and the rolling recovery rate of cuttings is greater than 95%, indicating that the drilling fluid system still has a strong ability to inhibit hydration expansion and hydration dispersion.(5) Performance of Leakage Prevention and Plugging.
(a)
Evaluation of plugging performance of fractured leakage: using a high-temperature and high-pressure (HTHP) plugging simulation experimental device, the plugging and bearing capacity of Formula CN-5 drilling fluid to 400 μm microcracks is evaluated. The experimental results are shown in Table 12 and Figure 7.Table 12
Fracture sealing evaluation results of strong plugging drilling fluid.
System
Leaking bed
Pressure bearing time (min)
Leakage stoppage
Description of plugging of leakage bed
Pressure (MPa)
Accumulated leakage (mL)
Formula CN-5
400μm crack block
3
0
0
There was no drilling fluid leakage during the experiment
3
0.5
0
3
1.0
0
3
2.0
0
3
3.0
0
3
4.0
0
3
5.0
0Figure 7
Fracture sealing evaluation results of strong plugging drilling fluid. Evaluation of leakage and plugging performance of 400μm microfractures with Formula CN-5 drilling fluid.The Formula CN-5 drilling fluid system has a certain plugging ability for 400μm fractures, and there is no leakage during the experiment, and the average invasion depth is shallow.
(b)
Evaluation of permeability leakage plugging performance: through sealing of the sand bed instrument, 40-60-mesh sieve fine sand is selected to evaluate the leakage prevention performance of optimized drilling fluid permeability leakage. The experimental results are shown in Figure 8. According to the analysis of sand bed plugging experiment results, the average invasion depth of the Formula CN-5 drilling fluid system is 7 mm, and the invasion is shallow, which has strong permeability plugging performance.(c)
Experimental method for plugging evaluation of micro-nanopores and fractures: according to the characteristics of micro-nanopores and fractures in shale formation, the plugging ability of the Formula CN-5 oil-based drilling fluid was tested by using a microporous filter membrane instead of API filter paper to simulate the fracture and micropore, and the lost volume and bearing capacity were taken as evaluation indexes. The experimental results show that the instantaneous filtration loss of the Formula CN-5 drilling fluid is 0 mL after 0.45 μm and 0.22 μm microporous membrane evaluation systems, and the filtration loss is still 0 mL after 30 min. The mud cake produced by the microporous membrane is shown in Figure 9. Experiments show that the Formula CN-5 drilling fluid system has certain ability of plugging microcracks and micropores.Figure 8
Sealing sand bed test results of strong plugging drilling fluid.Figure 9
Experimental results of microporous filter test.
(a)
0.45μm microporous membrane
(b)
0.22μm microporous membraneAs discussed before, mineral composition analysis shows that the rock samples of the Longmaxi Formation are mainly quartz, with an average content of 32.46%, calcite 19.85%, and clay mineral 15.31%. The rock samples of the Wufeng Formation are mainly quartz, with an average content of 33%, calcite content of 16.25%, and clay mineral content of 18%. The microstructure analysis shows that the rock samples of the Longmaxi Formation have compact cementation, and the intergranular pores do not develop, but there are cracks and dissolution pores and fractures, and occasionally, there are salt crystals in the pores. Hydration swelling and dispersion tests show that the hydration swelling rate of Longmaxi Formation rock samples in 8 wells in the field is 3.3% on average, with weak swelling, and the dispersion recovery rate of Longmaxi Formation rock samples is 27.63% on average, with strong dispersion.Based on the analysis of well conditions and drilling fluid performance of each well, in order to reduce downhole sticking and drilling leakage, the functional indexes of oil-based drilling fluid in the Changning block are preliminarily recommended as follows: shale expansion rate is controlled below 0.25%, lubrication coefficient is controlled below 0.040, shale recovery rate is controlled above 99% (different rock samples will vary), sand bed invasion depth is controlled below 12 mm, and bearing capacity for 200μm and 400 μm fractures is greater than 5 MPa.The constructed oil-based drilling fluid system “360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3)” in the Changning block is stable and easy to maintain and control.Due to the addition of micron-sized plugging materials, it has certain plugging ability for microcracks and micropores. If you want the oil-based drilling fluid system to have better plugging and anticollapse performance, the plugging agent of the oil-based drilling fluid should be selected from lipophilic micro-nanomaterials, and the experimental methods and means for evaluating micro-nanomaterials should be further developed.


## 3.1. Physicochemical Mechanism of Wellbore Instability in Longmaxi Formation and Wufeng Formation

### 3.1.1. Fabric Analysis

(1) Analysis of Mineral Composition. Using the D/MAX-IIIA X-ray diffractometer, the relative contents of whole rock minerals and clay minerals in strata samples of the Longmaxi Formation and Wufeng Formation were determined. It can be seen from Table 2 that the rock samples of the Longmaxi Formation are mainly quartz. The average content of quartz, calcite, barite, and clay minerals in the Longmaxi Formation is 32.46%, 19.85%, 13.54%, and 15.31%, respectively. The rock samples of the Wufeng Formation are mainly quartz, with quartz content of 33%, calcite content of 16.25%, barite content of 13.25%, and clay mineral content of 18%. It can be seen from Table 3 that the clay minerals in the tested rock samples are mainly illite, but no kaolinite. The average content of illite, chlorite, and interlayer in the Longmaxi Formation is 57.46%, 21%, and 21.54%, respectively. The average content of illite, chlorite, and interlayer in the Wufeng Formation is 64%, 14.5%, and 21.5%, respectively.Table 2
Total mineral component analysis of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Quartz
Potassium feldspar
Plagioclase
Calcite
Dolomite
Ankerite
Pyrite
Barite
Total clay minerals
1
CN156
28
1
3
19
—
11
3
17
18
2
CN355
41
—
3
13
10
—
3
15
15
3
CN194
35
3
9
14
—
5
3
15
16
4
CN419
38
—
3
18
6
5
5
11
14
5
CN62
35
3
9
14
2
3
5
12
17
6
CN222
37
1
3
9
—
7
3
21
19
7
CN137
21
2
4
27
—
5
3
18
20Table 3
Relative content analysis of clay minerals of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Chlorite (Ch)
Illite (I)
Interlayer between Iran and Mongolia (I/S)
Interlayer ratio (%)
1
CN156
10
50
40
20
2
CN355
6
70
24
20
3
CN194
24
49
27
20
4
CN419
16
58
26
20
5
CN62
21
60
19
20
6
CN222
20
63
17
20
7
CN137
33
51
16
20(2) Characteristics of Microstructure. The microstructure characteristics of strata samples of the Longmaxi Formation and Wufeng Formation were analysed by SEM. It can be seen from Figure 1 that the 3274 m sample of well CN194 has compact cementation, undeveloped intergranular pores, and dissolved pores. All samples of the Longmaxi Formation in well CN156 at 5100 m are fracture developed. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. It can be seen from Figure 2 that fractures and dissolved pores and fractures are developed in the Wufeng Formation samples at 3260 m in well CN194. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. The samples of the Wufeng Formation in well CN419 have compact cementation, undeveloped intergranular pores, and salt crystals in the cracks and crevices. The micropores of the Longmaxi Formation and Wufeng Formation are well developed, with a fracture width of 5~10 μm and pore diameter of 400~900 nm. The apparent morphology of the shale is formed by discontinuous shale stacking and cementation, and the layered structure is obvious, which shows the characteristics of brittleness and low strength of shale.Figure 1
SEM images of rock samples of Longmaxi Formation.
(a)
Well CN194 (2828 m)
(b)
Well CN156 (5100 m)
(c)
Well CN355 (4762 m)Figure 2
SEM images of rock samples of Wufeng Formation.
(a)
Well CN194 (3260 m)
(b)
Well CN355 (4694 m)
(c)
Well CN419 (3770 m)


### 3.1.2. Physical and Chemical Property Analysis

(1) Hydration Properties. In this experiment, rock samples from complex strata of each well are selected, shale dilatometer is used for the experiment, and water is used as the test solution to test the hydration swelling properties of rock cores in complex sections of the Longmaxi Formation. The results are as follows.Table4 and Figure 3 show the analysis results of hydration properties of the Longmaxi Formation rock samples. It can be seen from Figure 3 that the swelling amount of the Longmaxi Formation rock samples is between 0.2 and 0.4 mm, most of which is above 0.3 mm, which has certain hydration swelling properties. It can be seen from the figure that the recovery rate of the Longmaxi Formation rock samples is between 9.36% and 57.84%, mostly below 30%, which has strong hydration and dispersion performance.Table 4
Experimental data of hydration expansion.
Time(min)
Well no.
CN62
CN222
CN156
CN419
CN137
CN194
CN22
CN355
0
0
0
0
0
0
0
0
0
1
0.02
0.005
0
0.015
0
0.005
0.005
0.03
3
0.055
0.02
0.01
0.06
0.01
0.025
0.01
0.05
5
0.07
0.035
0.02
0.1
0.03
0.05
0.025
0.055
10
0.11
0.05
0.03
0.21
0.04
0.075
0.03
0.07
15
0.16
0.065
0.035
0.275
0.08
0.105
0.03
0.11
20
0.2
0.08
0.04
0.34
0.105
0.13
0.03
0.14
30
0.24
0.1
0.05
0.42
0.17
0.17
0.03
0.202
60
0.265
0.15
0.07
0.51
0.23
0.27
0.03
0.31
120
0.285
0.2
0.12
0.55
0.275
0.3
0.03
0.355
180
0.3
0.21
0.14
0.56
0.29
0.31
0.03
0.37
240
0.305
0.215
0.16
0.57
0.295
0.32
0.035
0.38
300
0.31
0.215
0.175
0.58
0.3
0.32
0.035
0.385
360
0.32
0.215
0.19
0.59
0.31
0.32
0.035
0.39
420
0.321
0.215
0.21
0.597
0.315
0.32
0.035
0.4
480
0.33
0.215
0.215
0.6
0.315
0.32
0.035
0.405
Core height (mm)
10.18
8.04
9.42
9.7
10.2
10
10.66
8.9
Swelling rate
3.24%
2.67%
2.28%
6.19%
3.09%
3.20%
0.33%
4.55%Figure 3
Test results of hydration swelling and dispersion properties of rock samples in Longmaxi Formation.


### 3.1.3. Physicochemical Mechanism and Technical Countermeasures of Wellbore Instability

Based on the analysis results of the fabric and the physical and chemical properties, the mechanism of wellbore instability of the Longmaxi Formation and Wufeng Formation in shale gas can be summarized as follows. On the one hand, clay content is high, mainly illite, no montmorillonite, and a small amount of illite/montmorillonite-mixed layer. Formation fractures and microfractures are developed, and formation hydration and dispersion are strong. On the other hand, the specific water affinity is large, and the drilling fluid filtrate intrudes into the deep part of the formation along the microfractures, causing hydration of shale. This leads to the weakening of the cementation force between particles, and the expansion pressure produced by hydration makes the shaft lining lose balance, which leads to collapse and block falling.According to the physicochemical mechanism and mechanical reasons of wellbore instability of the Longmaxi Formation and Wufeng Formation, the plugging technical countermeasure of “strengthening plugging micropores, inhibiting filtrate invasion, and retarding pressure transmission” was put forward. In this technical countermeasure, the combination of physical and chemical plugging and effective stress-supporting shaft lining is emphasized, and the inhibition of surface hydration is strengthened. Strengthening the sealing to prevent and slow down pore pressure transmission is the premise of improving the effective mechanical support of the downhole liquid column pressure to the wellbore, further establishing effective stress support for shaft lining to balance the collapse pressure of the shaft lining.


## 3.1.1. Fabric Analysis

(1) Analysis of Mineral Composition. Using the D/MAX-IIIA X-ray diffractometer, the relative contents of whole rock minerals and clay minerals in strata samples of the Longmaxi Formation and Wufeng Formation were determined. It can be seen from Table 2 that the rock samples of the Longmaxi Formation are mainly quartz. The average content of quartz, calcite, barite, and clay minerals in the Longmaxi Formation is 32.46%, 19.85%, 13.54%, and 15.31%, respectively. The rock samples of the Wufeng Formation are mainly quartz, with quartz content of 33%, calcite content of 16.25%, barite content of 13.25%, and clay mineral content of 18%. It can be seen from Table 3 that the clay minerals in the tested rock samples are mainly illite, but no kaolinite. The average content of illite, chlorite, and interlayer in the Longmaxi Formation is 57.46%, 21%, and 21.54%, respectively. The average content of illite, chlorite, and interlayer in the Wufeng Formation is 64%, 14.5%, and 21.5%, respectively.Table 2
Total mineral component analysis of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Quartz
Potassium feldspar
Plagioclase
Calcite
Dolomite
Ankerite
Pyrite
Barite
Total clay minerals
1
CN156
28
1
3
19
—
11
3
17
18
2
CN355
41
—
3
13
10
—
3
15
15
3
CN194
35
3
9
14
—
5
3
15
16
4
CN419
38
—
3
18
6
5
5
11
14
5
CN62
35
3
9
14
2
3
5
12
17
6
CN222
37
1
3
9
—
7
3
21
19
7
CN137
21
2
4
27
—
5
3
18
20Table 3
Relative content analysis of clay minerals of rock samples in the Longmaxi and Wufeng Formations.
Serial number
Well no.
Chlorite (Ch)
Illite (I)
Interlayer between Iran and Mongolia (I/S)
Interlayer ratio (%)
1
CN156
10
50
40
20
2
CN355
6
70
24
20
3
CN194
24
49
27
20
4
CN419
16
58
26
20
5
CN62
21
60
19
20
6
CN222
20
63
17
20
7
CN137
33
51
16
20(2) Characteristics of Microstructure. The microstructure characteristics of strata samples of the Longmaxi Formation and Wufeng Formation were analysed by SEM. It can be seen from Figure 1 that the 3274 m sample of well CN194 has compact cementation, undeveloped intergranular pores, and dissolved pores. All samples of the Longmaxi Formation in well CN156 at 5100 m are fracture developed. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. It can be seen from Figure 2 that fractures and dissolved pores and fractures are developed in the Wufeng Formation samples at 3260 m in well CN194. Samples of the Wufeng Formation at 4694 m in well CN355 have developed fractures and pores. The samples of the Wufeng Formation in well CN419 have compact cementation, undeveloped intergranular pores, and salt crystals in the cracks and crevices. The micropores of the Longmaxi Formation and Wufeng Formation are well developed, with a fracture width of 5~10 μm and pore diameter of 400~900 nm. The apparent morphology of the shale is formed by discontinuous shale stacking and cementation, and the layered structure is obvious, which shows the characteristics of brittleness and low strength of shale.Figure 1
SEM images of rock samples of Longmaxi Formation.
(a)
Well CN194 (2828 m)
(b)
Well CN156 (5100 m)
(c)
Well CN355 (4762 m)Figure 2
SEM images of rock samples of Wufeng Formation.
(a)
Well CN194 (3260 m)
(b)
Well CN355 (4694 m)
(c)
Well CN419 (3770 m)


## 3.1.2. Physical and Chemical Property Analysis

(1) Hydration Properties. In this experiment, rock samples from complex strata of each well are selected, shale dilatometer is used for the experiment, and water is used as the test solution to test the hydration swelling properties of rock cores in complex sections of the Longmaxi Formation. The results are as follows.Table4 and Figure 3 show the analysis results of hydration properties of the Longmaxi Formation rock samples. It can be seen from Figure 3 that the swelling amount of the Longmaxi Formation rock samples is between 0.2 and 0.4 mm, most of which is above 0.3 mm, which has certain hydration swelling properties. It can be seen from the figure that the recovery rate of the Longmaxi Formation rock samples is between 9.36% and 57.84%, mostly below 30%, which has strong hydration and dispersion performance.Table 4
Experimental data of hydration expansion.
Time(min)
Well no.
CN62
CN222
CN156
CN419
CN137
CN194
CN22
CN355
0
0
0
0
0
0
0
0
0
1
0.02
0.005
0
0.015
0
0.005
0.005
0.03
3
0.055
0.02
0.01
0.06
0.01
0.025
0.01
0.05
5
0.07
0.035
0.02
0.1
0.03
0.05
0.025
0.055
10
0.11
0.05
0.03
0.21
0.04
0.075
0.03
0.07
15
0.16
0.065
0.035
0.275
0.08
0.105
0.03
0.11
20
0.2
0.08
0.04
0.34
0.105
0.13
0.03
0.14
30
0.24
0.1
0.05
0.42
0.17
0.17
0.03
0.202
60
0.265
0.15
0.07
0.51
0.23
0.27
0.03
0.31
120
0.285
0.2
0.12
0.55
0.275
0.3
0.03
0.355
180
0.3
0.21
0.14
0.56
0.29
0.31
0.03
0.37
240
0.305
0.215
0.16
0.57
0.295
0.32
0.035
0.38
300
0.31
0.215
0.175
0.58
0.3
0.32
0.035
0.385
360
0.32
0.215
0.19
0.59
0.31
0.32
0.035
0.39
420
0.321
0.215
0.21
0.597
0.315
0.32
0.035
0.4
480
0.33
0.215
0.215
0.6
0.315
0.32
0.035
0.405
Core height (mm)
10.18
8.04
9.42
9.7
10.2
10
10.66
8.9
Swelling rate
3.24%
2.67%
2.28%
6.19%
3.09%
3.20%
0.33%
4.55%Figure 3
Test results of hydration swelling and dispersion properties of rock samples in Longmaxi Formation.


## 3.1.3. Physicochemical Mechanism and Technical Countermeasures of Wellbore Instability

Based on the analysis results of the fabric and the physical and chemical properties, the mechanism of wellbore instability of the Longmaxi Formation and Wufeng Formation in shale gas can be summarized as follows. On the one hand, clay content is high, mainly illite, no montmorillonite, and a small amount of illite/montmorillonite-mixed layer. Formation fractures and microfractures are developed, and formation hydration and dispersion are strong. On the other hand, the specific water affinity is large, and the drilling fluid filtrate intrudes into the deep part of the formation along the microfractures, causing hydration of shale. This leads to the weakening of the cementation force between particles, and the expansion pressure produced by hydration makes the shaft lining lose balance, which leads to collapse and block falling.According to the physicochemical mechanism and mechanical reasons of wellbore instability of the Longmaxi Formation and Wufeng Formation, the plugging technical countermeasure of “strengthening plugging micropores, inhibiting filtrate invasion, and retarding pressure transmission” was put forward. In this technical countermeasure, the combination of physical and chemical plugging and effective stress-supporting shaft lining is emphasized, and the inhibition of surface hydration is strengthened. Strengthening the sealing to prevent and slow down pore pressure transmission is the premise of improving the effective mechanical support of the downhole liquid column pressure to the wellbore, further establishing effective stress support for shaft lining to balance the collapse pressure of the shaft lining.


## 3.2. Enhanced Plugging Drilling Fluid and Its Performance

### 3.2.1. Evaluation and Optimization of Key Additives for Oil-Based Drilling Fluid

(1) Optimization of Emulsifier. Taking “360 mL white oil + 3% organic bentonite + 40 mL CaCl2 brine (25%)” as the base slurry 1, the rheological properties (including shear force), filtration, and demulsification voltage of each experimental slurry (base slurry 1 + main emulsifier 4% + auxiliary emulsifier 2%) before and after hot rolling at 125°C for 16 hours were tested. It can be seen from Table 5 that the demulsification voltage of each experimental pulp after hot rolling at 125°C/16 h is greater than 400 V, and the system is stable. Emulsifier is not added in the base slurry, and no emulsion is formed, so the demulsification voltage of the base slurry is 2047 V. The better the emulsification effect, the more uniform the dispersion of water-in-oil emulsion, the higher the apparent viscosity of drilling fluid, and the higher the apparent viscosity of emulsifier EM-SL experimental slurry, with the lowest filtration loss, so the emulsifier constructed by the formula is preferred.Table 5
Experimental results of emulsifying agent optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Demulsification voltage (V)
Base slurry 1
Before aging
4.5
4
0.5
0.51/1.02
50.0
2047
After aging
4
3
1
0.51/1.02
30.0
EM-SL
Before aging
7
6
1
0
13.0
1101
After aging
12
9
3
1.53/1.53
10.0
EM-JH
Before aging
8
6
2
0
17.0
1012
After aging
12
9
3
2.04/2.56
13.0
EM-XG
Before aging
5.5
5
0.5
0
22.4
990
After aging
12
9
3
1.53/1.53
18.0(2) Optimization of Fluid Loss Reducer. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine (25%)” as base slurry 2, the rheological properties of each experimental slurry (base slurry 2 + 2% fluid loss additive) before and after hot rolling at 125°C for 16 hours were tested. The experimental results in Table 6 show that the apparent viscosity after aging is improved in different degrees than before, and the fluid loss after adding the fluid loss reducer FR-BK is 6.4 mL, and the fluid loss is the lowest among the preferred treatment agents. Moreover, it has a certain viscosity and shear force, which is helpful to the suspension of cuttings and has excellent rheological properties, so the fluid loss reducer constructed by the formula is preferred.Table 6
Experimental results of filtrate reduces optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Base slurry 2
Before aging
7
6
1
0
13
After aging
12
9
3
1.53/1.53
10
Lignite-SL
Before aging
10
9
1
1.02/1.53
8
After aging
12.5
10
2.5
1.53/2.04
7.6
FR-BK
Before aging
12
11
1
1.02/2.04
2
After aging
26.5
18
8.5
3.58/4.60
6.4
FR-JH
Before aging
10.5
9
1.5
1.02/1.53
9
After aging
20.5
14
6.5
1.53/2.56
8(3) Optimization of Plugging Agent. According to the characteristics of microcracks and micropores in the Longmaxi Formation rock samples, N-plugging agents, YX1200 and YX400, and other micro-nanoplugging agents were researched and selected, and 0.22 μm and 0.45 μm microfiltration membranes were introduced to evaluate the pressure-bearing plugging ability of the plugging agents. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL” as base slurry 3, the experimental slurry (base slurry 3 + 5% plugging agent) was tested before and after hot rolling at 125°C for 16 hours. It can be seen from Figures 4 and 5 that the API filtration loss of experimental slurry with the YX1200 plugging agent is 5.6 mL, and the filtration loss through microporous membranes with pore diameters of 0.22 μm and 0.45 μm is 10 mL and 9.6 mL, respectively. Compared with other plugging agents, the YX1200 plugging agent has the lowest filtration loss and better plugging effect, so it is selected as the plugging agent for the oil-based drilling fluid.Figure 4
Experimental results of plugging agent optimization.Figure 5
Picture of plugging agent YX1200 mud cake.(4) Optimization of Lubricant. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL + 5% plugging agent YX1200” as base slurry 4, each experimental slurry (base slurry + 1.5% lubricant) was tested. The experimental results in Table 7 show that the lubricating coefficient and viscosity coefficient of the experimental slurry added with solid lubricant-BK are 0.0102 and 0.1495, respectively, which are lower than those of other lubricants. The graphite RT-1 was selected as the lubricant for the next experiment.Table 7
Experimental results of lubricant optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Lubrication coefficient
Coefficient of viscosity
Base slurry 4
Before aging
12.5
11
1.5
1.02/1.53
5.5
0.0509
0.2493
After aging
12
9
3
1.02/1.53
7.8
Liquid rare earth
Before aging
12.5
9
3.5
1.02/1.53
5.6
0.0307
0.2309
After aging
12
11
1
0.51/1.02
4.4
Jiahua
Before aging
12
9
3
1.02/1.53
6
0.0305
0.2217
After aging
13.5
11
2.5
1.53/1.53
6.4
Graphite RT-1
Before aging
12.5
11
1.5
1.02/1.02
6
0.0205
0.1584
After aging
12
9
3
1.02/1.53
7.6


### 3.2.2. Performance Evaluation of Enhanced Plugging Drilling Fluid

By further optimizing the organic bentonite, plugging agent, and viscosity reducer and optimizing the compatibility of the system, an enhanced plugging drilling fluid system was constructed. It consists of 360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3), which is designated as Formula CN-5.(1) Contamination Resistibility. By adding 10% NaCl, 1.0% CaCl2, and 8% poor clay (passing through 100-mesh sieve) into the Formula CN-5 drilling fluid system, the antipollution ability of each system is evaluated by observing the performance changes before and after hot rolling at 125°C for 16 hours. The evaluation results are shown in Table 8.Table 8
Pollution resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
NaCl resistance
Before aging
67.5
53
14.5
8.18/15.33
0.2
125°C/16 h
77.5
59
18.5
3.58/25.55
0.2
CaCl2 resistance
Before aging
69
54
15
7.67/14.31
0.2
125°C/16 h
80
65
15
3.58/22.98
0
Poor clay resistance
Before aging
67.5
52
15.5
8.18/15.33
0
125°C/16 h
73
58
15
7.15/18.40
0The experimental data in Table8 show that after adding 10% NaCl into the Formula CN-5 drilling fluid system, the apparent viscosity of the system has little change, and its salt resistance is better. After adding 8% poor clay and 1.0% calcium chloride, the viscosity increased slightly, and it had certain poor clay resistibility and calcium resistibility.(2) Performance of Temperature Resistance. The rheological properties and fluid loss of Formula CN-5 before and after hot rolling at 135°C for 16 hours and 125°C for 32 hours were tested.It can be seen from Table9 that the rheological fluid loss of the Formula CN-5 drilling fluid system has little change after hot rolling, which indicates that they have excellent temperature resistance.Table 9
Temperature resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
Temperature resistance
Before aging
67.5
52
15.5
8.18/15.33
0.2
135°C/16 h
75
60
15
3.58/23.51
0
Temperature endurance
Before aging
67.5
52
15.5
8.18/15.33
0.2
125°C/32 h
78
64
14
10.22/15.33
0(3) Stability. The settlement stability, electrical stability, and improved VST settlement of Formula CN-5 were tested. The experimental results are shown in Table 10.Table 10
Stability evaluation results of strong plugging drilling fluid.
System
Improved VST settlement test method
Settlement stability
Electrical stability
Formula CN-5
Volume (mL)
Mass (g)
Density difference (g/mL)
Density difference between upper and lower layers (g/mL)
Demulsification voltage (V)
600r
100r
The difference
10
19.42
20.06
0.64
0.064
0.019
1322The experimental results show that the Formula CN-5 drilling fluid has good dynamic settlement stability, with a density difference of 0.064 g/mL, density difference between upper and lower layers of 0.019 g/mL, and demulsification voltage of 1322 V, which is more than 400 V, which indicates that the system is stable.(4) Inhibition.
(a)
Linear swelling experiment: rock cuttings passing through 100 meshes in the Longmaxi Formation of CN22 well are selected, and the hydration and expansion properties of the core in the complex section of the Longmaxi Formation are tested by linear swelling experiment and Formula CN-5 drilling fluid as the test solution. The results are shown in Figure 6.(b)
Hot-rolling dispersion experiment: rock cuttings passing 2-5 mm mesh in the CN22 well of the Longmaxi Formation were selected, and the hydration and dispersion inhibition performance of the Formula CN-5 drilling fluid was evaluated by the hot-rolling dispersion experiment. The results are shown in Table 11.Figure 6
Experimental results linear swelling experiment.Table 11
Hot-rolling dispersion experiment.
System
Before dispersion (g)
After dispersion (g)
Rete of recovery (%)
Formula CN-5
30
29.81
99.37It can be seen from Figure6 and Table 10 that the Formula CN-5 drilling fluid system has a small hydration expansion amount, and the rolling recovery rate of cuttings is greater than 95%, indicating that the drilling fluid system still has a strong ability to inhibit hydration expansion and hydration dispersion.(5) Performance of Leakage Prevention and Plugging.
(a)
Evaluation of plugging performance of fractured leakage: using a high-temperature and high-pressure (HTHP) plugging simulation experimental device, the plugging and bearing capacity of Formula CN-5 drilling fluid to 400 μm microcracks is evaluated. The experimental results are shown in Table 12 and Figure 7.Table 12
Fracture sealing evaluation results of strong plugging drilling fluid.
System
Leaking bed
Pressure bearing time (min)
Leakage stoppage
Description of plugging of leakage bed
Pressure (MPa)
Accumulated leakage (mL)
Formula CN-5
400μm crack block
3
0
0
There was no drilling fluid leakage during the experiment
3
0.5
0
3
1.0
0
3
2.0
0
3
3.0
0
3
4.0
0
3
5.0
0Figure 7
Fracture sealing evaluation results of strong plugging drilling fluid. Evaluation of leakage and plugging performance of 400μm microfractures with Formula CN-5 drilling fluid.The Formula CN-5 drilling fluid system has a certain plugging ability for 400μm fractures, and there is no leakage during the experiment, and the average invasion depth is shallow.
(b)
Evaluation of permeability leakage plugging performance: through sealing of the sand bed instrument, 40-60-mesh sieve fine sand is selected to evaluate the leakage prevention performance of optimized drilling fluid permeability leakage. The experimental results are shown in Figure 8. According to the analysis of sand bed plugging experiment results, the average invasion depth of the Formula CN-5 drilling fluid system is 7 mm, and the invasion is shallow, which has strong permeability plugging performance.(c)
Experimental method for plugging evaluation of micro-nanopores and fractures: according to the characteristics of micro-nanopores and fractures in shale formation, the plugging ability of the Formula CN-5 oil-based drilling fluid was tested by using a microporous filter membrane instead of API filter paper to simulate the fracture and micropore, and the lost volume and bearing capacity were taken as evaluation indexes. The experimental results show that the instantaneous filtration loss of the Formula CN-5 drilling fluid is 0 mL after 0.45 μm and 0.22 μm microporous membrane evaluation systems, and the filtration loss is still 0 mL after 30 min. The mud cake produced by the microporous membrane is shown in Figure 9. Experiments show that the Formula CN-5 drilling fluid system has certain ability of plugging microcracks and micropores.Figure 8
Sealing sand bed test results of strong plugging drilling fluid.Figure 9
Experimental results of microporous filter test.
(a)
0.45μm microporous membrane
(b)
0.22μm microporous membraneAs discussed before, mineral composition analysis shows that the rock samples of the Longmaxi Formation are mainly quartz, with an average content of 32.46%, calcite 19.85%, and clay mineral 15.31%. The rock samples of the Wufeng Formation are mainly quartz, with an average content of 33%, calcite content of 16.25%, and clay mineral content of 18%. The microstructure analysis shows that the rock samples of the Longmaxi Formation have compact cementation, and the intergranular pores do not develop, but there are cracks and dissolution pores and fractures, and occasionally, there are salt crystals in the pores. Hydration swelling and dispersion tests show that the hydration swelling rate of Longmaxi Formation rock samples in 8 wells in the field is 3.3% on average, with weak swelling, and the dispersion recovery rate of Longmaxi Formation rock samples is 27.63% on average, with strong dispersion.Based on the analysis of well conditions and drilling fluid performance of each well, in order to reduce downhole sticking and drilling leakage, the functional indexes of oil-based drilling fluid in the Changning block are preliminarily recommended as follows: shale expansion rate is controlled below 0.25%, lubrication coefficient is controlled below 0.040, shale recovery rate is controlled above 99% (different rock samples will vary), sand bed invasion depth is controlled below 12 mm, and bearing capacity for 200μm and 400 μm fractures is greater than 5 MPa.The constructed oil-based drilling fluid system “360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3)” in the Changning block is stable and easy to maintain and control.Due to the addition of micron-sized plugging materials, it has certain plugging ability for microcracks and micropores. If you want the oil-based drilling fluid system to have better plugging and anticollapse performance, the plugging agent of the oil-based drilling fluid should be selected from lipophilic micro-nanomaterials, and the experimental methods and means for evaluating micro-nanomaterials should be further developed.


## 3.2.1. Evaluation and Optimization of Key Additives for Oil-Based Drilling Fluid

(1) Optimization of Emulsifier. Taking “360 mL white oil + 3% organic bentonite + 40 mL CaCl2 brine (25%)” as the base slurry 1, the rheological properties (including shear force), filtration, and demulsification voltage of each experimental slurry (base slurry 1 + main emulsifier 4% + auxiliary emulsifier 2%) before and after hot rolling at 125°C for 16 hours were tested. It can be seen from Table 5 that the demulsification voltage of each experimental pulp after hot rolling at 125°C/16 h is greater than 400 V, and the system is stable. Emulsifier is not added in the base slurry, and no emulsion is formed, so the demulsification voltage of the base slurry is 2047 V. The better the emulsification effect, the more uniform the dispersion of water-in-oil emulsion, the higher the apparent viscosity of drilling fluid, and the higher the apparent viscosity of emulsifier EM-SL experimental slurry, with the lowest filtration loss, so the emulsifier constructed by the formula is preferred.Table 5
Experimental results of emulsifying agent optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Demulsification voltage (V)
Base slurry 1
Before aging
4.5
4
0.5
0.51/1.02
50.0
2047
After aging
4
3
1
0.51/1.02
30.0
EM-SL
Before aging
7
6
1
0
13.0
1101
After aging
12
9
3
1.53/1.53
10.0
EM-JH
Before aging
8
6
2
0
17.0
1012
After aging
12
9
3
2.04/2.56
13.0
EM-XG
Before aging
5.5
5
0.5
0
22.4
990
After aging
12
9
3
1.53/1.53
18.0(2) Optimization of Fluid Loss Reducer. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine (25%)” as base slurry 2, the rheological properties of each experimental slurry (base slurry 2 + 2% fluid loss additive) before and after hot rolling at 125°C for 16 hours were tested. The experimental results in Table 6 show that the apparent viscosity after aging is improved in different degrees than before, and the fluid loss after adding the fluid loss reducer FR-BK is 6.4 mL, and the fluid loss is the lowest among the preferred treatment agents. Moreover, it has a certain viscosity and shear force, which is helpful to the suspension of cuttings and has excellent rheological properties, so the fluid loss reducer constructed by the formula is preferred.Table 6
Experimental results of filtrate reduces optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Base slurry 2
Before aging
7
6
1
0
13
After aging
12
9
3
1.53/1.53
10
Lignite-SL
Before aging
10
9
1
1.02/1.53
8
After aging
12.5
10
2.5
1.53/2.04
7.6
FR-BK
Before aging
12
11
1
1.02/2.04
2
After aging
26.5
18
8.5
3.58/4.60
6.4
FR-JH
Before aging
10.5
9
1.5
1.02/1.53
9
After aging
20.5
14
6.5
1.53/2.56
8(3) Optimization of Plugging Agent. According to the characteristics of microcracks and micropores in the Longmaxi Formation rock samples, N-plugging agents, YX1200 and YX400, and other micro-nanoplugging agents were researched and selected, and 0.22 μm and 0.45 μm microfiltration membranes were introduced to evaluate the pressure-bearing plugging ability of the plugging agents. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL” as base slurry 3, the experimental slurry (base slurry 3 + 5% plugging agent) was tested before and after hot rolling at 125°C for 16 hours. It can be seen from Figures 4 and 5 that the API filtration loss of experimental slurry with the YX1200 plugging agent is 5.6 mL, and the filtration loss through microporous membranes with pore diameters of 0.22 μm and 0.45 μm is 10 mL and 9.6 mL, respectively. Compared with other plugging agents, the YX1200 plugging agent has the lowest filtration loss and better plugging effect, so it is selected as the plugging agent for the oil-based drilling fluid.Figure 4
Experimental results of plugging agent optimization.Figure 5
Picture of plugging agent YX1200 mud cake.(4) Optimization of Lubricant. With “360 mL white oil + 3% organic bentonite + 4% main emulsifier + 2% auxiliary emulsifier + 40 mL CaCl2 brine + 2% oil-based lignite-SL + 5% plugging agent YX1200” as base slurry 4, each experimental slurry (base slurry + 1.5% lubricant) was tested. The experimental results in Table 7 show that the lubricating coefficient and viscosity coefficient of the experimental slurry added with solid lubricant-BK are 0.0102 and 0.1495, respectively, which are lower than those of other lubricants. The graphite RT-1 was selected as the lubricant for the next experiment.Table 7
Experimental results of lubricant optimization.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Lubrication coefficient
Coefficient of viscosity
Base slurry 4
Before aging
12.5
11
1.5
1.02/1.53
5.5
0.0509
0.2493
After aging
12
9
3
1.02/1.53
7.8
Liquid rare earth
Before aging
12.5
9
3.5
1.02/1.53
5.6
0.0307
0.2309
After aging
12
11
1
0.51/1.02
4.4
Jiahua
Before aging
12
9
3
1.02/1.53
6
0.0305
0.2217
After aging
13.5
11
2.5
1.53/1.53
6.4
Graphite RT-1
Before aging
12.5
11
1.5
1.02/1.02
6
0.0205
0.1584
After aging
12
9
3
1.02/1.53
7.6


## 3.2.2. Performance Evaluation of Enhanced Plugging Drilling Fluid

By further optimizing the organic bentonite, plugging agent, and viscosity reducer and optimizing the compatibility of the system, an enhanced plugging drilling fluid system was constructed. It consists of 360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3), which is designated as Formula CN-5.(1) Contamination Resistibility. By adding 10% NaCl, 1.0% CaCl2, and 8% poor clay (passing through 100-mesh sieve) into the Formula CN-5 drilling fluid system, the antipollution ability of each system is evaluated by observing the performance changes before and after hot rolling at 125°C for 16 hours. The evaluation results are shown in Table 8.Table 8
Pollution resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
NaCl resistance
Before aging
67.5
53
14.5
8.18/15.33
0.2
125°C/16 h
77.5
59
18.5
3.58/25.55
0.2
CaCl2 resistance
Before aging
69
54
15
7.67/14.31
0.2
125°C/16 h
80
65
15
3.58/22.98
0
Poor clay resistance
Before aging
67.5
52
15.5
8.18/15.33
0
125°C/16 h
73
58
15
7.15/18.40
0The experimental data in Table8 show that after adding 10% NaCl into the Formula CN-5 drilling fluid system, the apparent viscosity of the system has little change, and its salt resistance is better. After adding 8% poor clay and 1.0% calcium chloride, the viscosity increased slightly, and it had certain poor clay resistibility and calcium resistibility.(2) Performance of Temperature Resistance. The rheological properties and fluid loss of Formula CN-5 before and after hot rolling at 135°C for 16 hours and 125°C for 32 hours were tested.It can be seen from Table9 that the rheological fluid loss of the Formula CN-5 drilling fluid system has little change after hot rolling, which indicates that they have excellent temperature resistance.Table 9
Temperature resistance evaluation results of strong plugging drilling fluid.
System
Condition
AV(mPa·s)
PV(mPa·s)
YP(Pa)
Gel10″/Gel10′(Pa/Pa)
FLAPI(mL)
Formula CN-5
Temperature resistance
Before aging
67.5
52
15.5
8.18/15.33
0.2
135°C/16 h
75
60
15
3.58/23.51
0
Temperature endurance
Before aging
67.5
52
15.5
8.18/15.33
0.2
125°C/32 h
78
64
14
10.22/15.33
0(3) Stability. The settlement stability, electrical stability, and improved VST settlement of Formula CN-5 were tested. The experimental results are shown in Table 10.Table 10
Stability evaluation results of strong plugging drilling fluid.
System
Improved VST settlement test method
Settlement stability
Electrical stability
Formula CN-5
Volume (mL)
Mass (g)
Density difference (g/mL)
Density difference between upper and lower layers (g/mL)
Demulsification voltage (V)
600r
100r
The difference
10
19.42
20.06
0.64
0.064
0.019
1322The experimental results show that the Formula CN-5 drilling fluid has good dynamic settlement stability, with a density difference of 0.064 g/mL, density difference between upper and lower layers of 0.019 g/mL, and demulsification voltage of 1322 V, which is more than 400 V, which indicates that the system is stable.(4) Inhibition.
(a)
Linear swelling experiment: rock cuttings passing through 100 meshes in the Longmaxi Formation of CN22 well are selected, and the hydration and expansion properties of the core in the complex section of the Longmaxi Formation are tested by linear swelling experiment and Formula CN-5 drilling fluid as the test solution. The results are shown in Figure 6.(b)
Hot-rolling dispersion experiment: rock cuttings passing 2-5 mm mesh in the CN22 well of the Longmaxi Formation were selected, and the hydration and dispersion inhibition performance of the Formula CN-5 drilling fluid was evaluated by the hot-rolling dispersion experiment. The results are shown in Table 11.Figure 6
Experimental results linear swelling experiment.Table 11
Hot-rolling dispersion experiment.
System
Before dispersion (g)
After dispersion (g)
Rete of recovery (%)
Formula CN-5
30
29.81
99.37It can be seen from Figure6 and Table 10 that the Formula CN-5 drilling fluid system has a small hydration expansion amount, and the rolling recovery rate of cuttings is greater than 95%, indicating that the drilling fluid system still has a strong ability to inhibit hydration expansion and hydration dispersion.(5) Performance of Leakage Prevention and Plugging.
(a)
Evaluation of plugging performance of fractured leakage: using a high-temperature and high-pressure (HTHP) plugging simulation experimental device, the plugging and bearing capacity of Formula CN-5 drilling fluid to 400 μm microcracks is evaluated. The experimental results are shown in Table 12 and Figure 7.Table 12
Fracture sealing evaluation results of strong plugging drilling fluid.
System
Leaking bed
Pressure bearing time (min)
Leakage stoppage
Description of plugging of leakage bed
Pressure (MPa)
Accumulated leakage (mL)
Formula CN-5
400μm crack block
3
0
0
There was no drilling fluid leakage during the experiment
3
0.5
0
3
1.0
0
3
2.0
0
3
3.0
0
3
4.0
0
3
5.0
0Figure 7
Fracture sealing evaluation results of strong plugging drilling fluid. Evaluation of leakage and plugging performance of 400μm microfractures with Formula CN-5 drilling fluid.The Formula CN-5 drilling fluid system has a certain plugging ability for 400μm fractures, and there is no leakage during the experiment, and the average invasion depth is shallow.
(b)
Evaluation of permeability leakage plugging performance: through sealing of the sand bed instrument, 40-60-mesh sieve fine sand is selected to evaluate the leakage prevention performance of optimized drilling fluid permeability leakage. The experimental results are shown in Figure 8. According to the analysis of sand bed plugging experiment results, the average invasion depth of the Formula CN-5 drilling fluid system is 7 mm, and the invasion is shallow, which has strong permeability plugging performance.(c)
Experimental method for plugging evaluation of micro-nanopores and fractures: according to the characteristics of micro-nanopores and fractures in shale formation, the plugging ability of the Formula CN-5 oil-based drilling fluid was tested by using a microporous filter membrane instead of API filter paper to simulate the fracture and micropore, and the lost volume and bearing capacity were taken as evaluation indexes. The experimental results show that the instantaneous filtration loss of the Formula CN-5 drilling fluid is 0 mL after 0.45 μm and 0.22 μm microporous membrane evaluation systems, and the filtration loss is still 0 mL after 30 min. The mud cake produced by the microporous membrane is shown in Figure 9. Experiments show that the Formula CN-5 drilling fluid system has certain ability of plugging microcracks and micropores.Figure 8
Sealing sand bed test results of strong plugging drilling fluid.Figure 9
Experimental results of microporous filter test.
(a)
0.45μm microporous membrane
(b)
0.22μm microporous membraneAs discussed before, mineral composition analysis shows that the rock samples of the Longmaxi Formation are mainly quartz, with an average content of 32.46%, calcite 19.85%, and clay mineral 15.31%. The rock samples of the Wufeng Formation are mainly quartz, with an average content of 33%, calcite content of 16.25%, and clay mineral content of 18%. The microstructure analysis shows that the rock samples of the Longmaxi Formation have compact cementation, and the intergranular pores do not develop, but there are cracks and dissolution pores and fractures, and occasionally, there are salt crystals in the pores. Hydration swelling and dispersion tests show that the hydration swelling rate of Longmaxi Formation rock samples in 8 wells in the field is 3.3% on average, with weak swelling, and the dispersion recovery rate of Longmaxi Formation rock samples is 27.63% on average, with strong dispersion.Based on the analysis of well conditions and drilling fluid performance of each well, in order to reduce downhole sticking and drilling leakage, the functional indexes of oil-based drilling fluid in the Changning block are preliminarily recommended as follows: shale expansion rate is controlled below 0.25%, lubrication coefficient is controlled below 0.040, shale recovery rate is controlled above 99% (different rock samples will vary), sand bed invasion depth is controlled below 12 mm, and bearing capacity for 200μm and 400 μm fractures is greater than 5 MPa.The constructed oil-based drilling fluid system “360 mL white oil + 4% organic bentonite (BK) + 4% main emulsifier (EM-SL) + 2% auxiliary emulsifier (EM-SL) + 4% wetting agent + 2% quicklime + 40 mL CaCl2 brine + 4% oil-based fluid loss reducer (BK) + 4% plugging agent (YX1200) + 1.0% solid lubricant RT-1 + 1.5% flow pattern regulator + barite (the density is adjusted to 1.5 g/cm3)” in the Changning block is stable and easy to maintain and control.Due to the addition of micron-sized plugging materials, it has certain plugging ability for microcracks and micropores. If you want the oil-based drilling fluid system to have better plugging and anticollapse performance, the plugging agent of the oil-based drilling fluid should be selected from lipophilic micro-nanomaterials, and the experimental methods and means for evaluating micro-nanomaterials should be further developed.


## 4. Conclusion

In this paper, the causes of wellbore instability of shale gas horizontal section in the Changning block are analysed, and the corresponding solutions are put forward. A set of experimental methods for evaluating oil-based drilling fluid system is summarized, and a set of an oil-based drilling fluid system suitable for shale formation with microfracture development is constructed. The Longmaxi Formation and Wufeng Formation are hard and brittle shales mainly composed of illite, with developed microfractures and strong hydration of some formations. When the drilling fluid filtrate deeply intrudes into the formation along the microfractures, it will cause hydration of shale, which weakens the cementation force between particles, while hydration stress caused by hydration makes the wellbore lose balance, resulting in complex situations such as wellbore dropping and collapse. Besides, this paper puts forward the plugging theory of “strengthening plugging micropores, inhibiting filtrate invasion, and retarding pressure transmission.” It emphasizes the combination of physical and chemical plugging and effective stress supporting of the wellbore and enhanced inhibition of surface hydration. Strengthening the sealing to prevent and slow down of pore pressure transmission is the premise of improving the effective mechanical support of downhole liquid column pressure to the wellbore. Effective stress needs to be further established to support the shaft lining to balance the collapse pressure of the shaft lining. Finally, the shale gas oil-based drilling fluid system constructed in this paper has strong plugging ability, excellent inhibition and temperature resistance, preferable contamination resistibility, and good rheological property and filtration wall-building property and is easy to control.



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*Source: 6674574-2021-02-17.xml*