Fabrication of a Hydrophobic Hierarchical Surface on Shale Using Modified Nano-SiO2 for Strengthening the Wellbore Wall in Drilling Engineering

Abstract

Wellbore stability is essential for safe and efficient drilling during oil and gas exploration and development. This paper introduces a hydrophobic nano-silica (HNS) for use in strengthening the wellbore wall when using a water-based drilling fluid (WBF). The wellbore-strengthening performance was studied using the linear swelling test, hot-rolling recovery test, and compressive strength test. The mechanism of strengthening the wellbore wall was studied by means of experiments on the zeta potential, particle size, contact angle, and surface tension, and with the use of a scanning electron microscope (SEM). The surface free energy changes of the shale before and after HNS treatment were also calculated using the contact angle method. The experimental results showed that HNS exhibited a good performance in inhibiting shale swelling and dispersion. Compared with the use of water, the use of HNS resulted in a 20% smaller linear swelling height of the bentonite pellets and an 11.53 times higher recovery of water-sensitive shale—a performance that exceeds those of the commonly used shale inhibitors KCl and polyamines. More importantly, the addition of HNS was effective in preventing a decrease in shale strength. According to the mechanism study, the good wellbore-strengthening performance of HNS can be attributed to three aspects. First, the positively charged HNS balances parts of the negative charges of clay by means of electrostatic adsorption, thus inhibiting osmotic hydration. Second, HNS fabricates a lotus-leaf-like surface with a micro-nano hierarchical structure on shale after adsorption, which significantly increases the water contact angle of the shale surface and considerably reduces the surface free energy, thereby inhibiting surface hydration. Third, the decrease in capillary action and the effective plugging of the shale pores reduce the invasion of water and promote wellbore stability. The approach described herein may provide an avenue for inhibiting both the surface hydration and the osmotic hydration of shale.