Abstract

The interaction between drilling fluid and shale has a significant impact on wellbore stability during shale oil and gas drilling operations. This paper investigates the effects of the drilling fluid activity on the surface and osmotic hydration characteristics of shale. Experiments were conducted to measure the influence of drilling fluid activity on surface wettability by monitoring the evolution of fluid-shale contact angles. The relationship between drilling fluid activity and shale swelling ratio was determined to investigate the osmotic hydration behavior. The results indicate that, with increasing drilling fluid activity, the fluid–shale contact angles gradually increase—the higher the activity, the faster the adsorption rate; and the stronger the inhibition ability, the weaker the surface hydration action. The surface adsorption rate of the shale with a KCl drilling fluid was found to be the highest. Regarding the osmotic hydration action on the shale, the negative extreme swelling ratio (b) of the shale was found to be: bKCl < bCTAB < bSDBS. Moreover, based on the relationship between the shale swelling ratio and drilling fluid activity, shale hydration can be divided into complete dehydration, weak dehydration, surface hydration, and osmotic hydration, which contributes to the choice of drilling fluids to improve wellbore stability.

Highlights

  • Wellbore instability is a worldwide challenge in the oil drilling industry [1], causing direct economic losses of more than 1 billion USD annually [2,3]

  • The cetyltrimethylammonium bromide (CTAB) drilling fluid has the highest activity and the KCl drilling fluid has the lowest activity. This means that at the same concentration, the difference in activity between the shale and the drilling fluid is greatest for the KCl drilling fluid, so when the shale interacts with the drilling fluid, the driving force pushing the water molecules in the drilling fluid into the shale is greatest

  • The results demonstrate that the shale swelling ratio increases with increasing drilling fluid activity

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Summary

Introduction

Wellbore instability is a worldwide challenge in the oil drilling industry [1], causing direct economic losses of more than 1 billion USD annually [2,3]. Thereby, the water molecules in the drilling fluid are adsorbed by the inter-layer of the clay minerals and onto the surface of the clay particles by coordination, electrostatic interaction, and hydrogen bonding; Energies 2019, 12, 3151; doi:10.3390/en12163151 www.mdpi.com/journal/energies. The mechanical changes promote the expansion and enlargement of the original micro-cracks inside the shale, and macro-cracks form, providing channels for the water molecules to enter the shale, which increases the contact area between fluid and clay particles and leads to ion hydration and osmotic hydration [9]. Shale hydration is responsible for the attenuation of inter-particle interaction and cementation, which result in a decrease in the compressive strength and hardness of the rock [3,10]. Van Oort et al [12] found that shale–fluid interactions could be controlled to decrease shale hydration, which can enhance wellbore stabilization

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