To mitigate borehole wall instability in fractured carbonate formations in an oilfield, the main factors affecting borehole wall instability were determined by combining the characteristics of underground cores, logging data, and a series of laboratory mechanics experiments. The geometric morphology characteristics of a carbonate rock fracture surface were studied together with an artificial rock fracture surface formed by triaxial mechanics experiments. A relationship between the geometric morphology characteristics of a fracture surface and rock mechanical properties was established based on fractal geometry. Using the Mohr-Coulomb failure and weak plane failure criteria, a rock strength criterion based on the fractal characteristics of a rock fracture surface was established. Finally, the mechanical rock properties characterized by fractal geometry were imported into the established borehole stability evaluation model. The results show that a collapse formation is mainly limestone with relatively developed microfractures, and some fractures are filled with expansive clay. The anisotropy of mechanical properties of bedrocks and microfractured rocks is obvious, whereas drilling-fluid immersion has little effect on the mechanical properties of a rock. 3D scanning experiments of artificial fracture surfaces formed after a triaxial mechanical test of a bedrock and fracture surfaces of a rock with microfractures show that the geometric characteristics of fracture surfaces after bedrock failure were more complex than those of fractured rocks. The geometric characteristics of rock fracture surfaces were numerically expressed through astatistical analysis and fractal geometry. Function relationships among cohesion, an internal friction angle, and fractal dimensions of bedrocks and microfracture rocks were fitted. A numerical simulation of borehole stability based on the fractal model of a carbonate fracture surface shows that different fracture inclinations and borehole trajectories significantly influence the collapse pressure equivalent density of a borehole wall. On drilling a horizontal well along the inclination of a fracture, the collapse pressure equivalent density of the borehole wall is relatively low when the fracture inclination is along the direction of the minimum horizontal principal stress. Unlike that from a conventional borehole stability model, the collapse pressure equivalent density calculated from the fractal model will increase by 0.1-0.2 g/cm³. The study results provide a theoretical basis for safe and efficient drilling in fractured carbonate formations.

Introduction: With the increasing drilling depth of shale formation, downhole collapse is a frequent occurrence, which often manifests as borehole wall caving. Methods: We used the deep shale of the Longmaxi Formation to conduct the mechanical loading and unloading experiments under different downhole working conditions and a theoretical evaluation method of borehole wall caving and instability was proposed. Results and discussion: As the confining pressure and axial load increased, the acoustic velocity increased. When a certain value was reached, the acoustic velocity of the rock mass had minimal changes. As the confining pressure continued to unload and decrease, the acoustic velocity decreased. At the moment of core failure, the acoustic velocity suddenly dropped. When the axial force of loading was constant, the unloading speed of confining pressure increased, and shale could easily be destroyed. The pressure at the well bottom changed rapidly, the likelihood of borehole wall failure increased. Conclusion: The deep shale has high brittleness. Under the bottom-hole pressure, the borehole wall rock was prone to brittle fracture failure along the parallel bedding surface. Under different working conditions, obvious changes could be observed in the pressure of the effective fluid column at the well bottom. The pressure changed rapidly, which, in turn, caused the rock at the well bottom to break down, thereby resulting in borehole wall caving. After tripping out and turning the pump off, the shale tensile stress in the upper and lower sidewalls of the horizontal well section was responsible for tensile caving.

While drilling into the igneous rock formations of the Shunbei area, problems such as loss of well circulation and borehole collapse occur frequently, seriously hindering the efficient development of oil and gas resources. Aiming to solve this problem, the physicochemical and mechanical properties of igneous rocks are studied through a series of laboratory tests to determine the main factors influencing formation collapse and instability. In addition to the laboratory results, the weak plane effect of fracture mechanics, the seepage effect of drilling fluid, and the hydration effect of the drilling fluid on the borehole wall stability of igneous rock formations are evaluated and analyzed by establishing a mathematical model. The results show that the microfractures in the igneous rock are relatively developed and can be divided into unfilled fractures and calcite-filled fractures. The mechanical strength of the matrix igneous rock is higher than that of the rock samples with microfractures. The compressive strength of calcite-filled and unfilled fracture samples is 1/3–1/4 that of matrix igneous rocks, and immersion in the drilling fluid has little influence on the mechanical strength of igneous rocks. The fracture weak plane effect has the greatest influence on wellbore stability. With the increase of the number of fractures at different angles, the collapse pressure equivalent density of the formation subject to the mechanical weak plane effect increases by 21% compared with that of the homogeneous formation without fractures. The seepage effect of the drilling fluid on borehole stability is secondary, and the equivalent density of the formation collapse pressure increases by 11%. Because of the low content of clay minerals, the hydration effect of the drilling fluid on borehole stability was minimal and the equivalent density of collapse pressure increased by only 2%. During the drilling process, considering the weak plane effect of the microfractures and the seepage effect of the drilling fluid, the drilling fluid density should be controlled at about 1.82 g/cm3. The effective plugging ability and rheological properties of the drilling fluid should be improved for the formation with microfractures. The research results can provide a theoretical basis for the safe and efficient development of igneous reservoirs.

In view of the borehole instability during the drilling process of the thin sand and mud interbedded sections in the Shahejie Formation, the physicochemical and mechanical properties of sand and mud interbed rock were studied through a series of laboratory tests to determine the main factors influencing the formation instability. The effects of fracture development of interbed sand and mud, mechanical weak plane, borehole trajectory, and seepage effect on borehole stability were evaluated and analyzed through the established model. The results indicated that the microcracks are developed on the lithologic interface due to the change of lithology of the sand-mud interbed. The anisotropy of the mechanical properties of the rocks with interbedded sand and mud is obvious, which leads to the great mechanical weak plane effect on the wellbore stability. The bottom-hole pressure difference leads to the seepage effect, which reduces the effective supporting force of the drilling fluid on the borehole wall and promotes rock sliding and failure along the lithologic interface developed by the sand-mud thin interbedded layer. Considering the influence of the borehole trajectory, mechanical weak plane, and seepage effect, the recommended drilling fluid density in the deviated section is 1.69 g/cm³. The wellbore stability is the best when drilling along the direction of the minimum horizontal principal stress in the horizontal section. Further strengthening the plugging performance of the drilling fluid, drilling through the microfractures vertically on the interbedded lithologic interface, and reducing the lateral vibration of the drilling tools as far as possible are necessary. The research results provide a theoretical basis for the safe drilling of thin sand and mud interbedded strata.