The widespread application of horizontal drilling technology has significantly enhanced the development efficiency of unconventional resources, particularly shale gas, by overcoming key technical challenges in reservoir exploitation. However, wellbore instability remains a critical challenge during shale gas horizontal drilling, as borehole wall collapse often results in the accumulation of large-sized cuttings (or blocky cuttings), increasing the risk of stuck pipe incidents. In this study, a large-scale circulating loop experimental system was developed to investigate the hydrodynamic behavior of blocky cuttings transport under the influence of multiple factors, including rate of penetration (ROP), well inclination, flow rate, drilling fluid rheology, and block size. The experimental results reveal that when ROP exceeds 15 m/h, the annular solid-phase concentration increases non-linearly. At a well inclination of 60°, the axial and radial components of gravitational force reach a dynamic equilibrium, resulting in the maximum cuttings bed height. To enhance cuttings transport efficiency and mitigate deposition, a minimum flow rate of 35 L/s and a drill pipe rotation speed of 90 rpm are required to maintain sufficient turbulence in the annulus. Drilling fluid plastic viscosity (PV) in the range of 65–75 mPa·s optimizes suspension efficiency while minimizing circulating pressure loss. Additionally, increasing fluid density enhances the transport efficiency of large blocky cuttings. A drill pipe rotation speed of 80 rpm is recommended to prevent the formation of sand-wave-like cuttings beds. These findings provide valuable hydrodynamic insights and practical guidelines for optimizing hole-cleaning strategies, ensuring safer and more efficient drilling operations in shale gas horizontal wells.

Horizontal wells are more likely than vertical wells to have enlarged wellbore sections due to borehole instability. However, there is scarce research on borehole cleaning of horizontal wells with enlarged wellbore sections. In this paper, we establish a horizontal wellbore model with a breakout enlargement section using field borehole diameter data. We used the three-dimensional computational fluid dynamics (CFD) method and the Realizable k-ε turbulence model with the Euler–Euler approach to simulate the effects of the drilling fluid circulation return speed and the spinning speed of the drill pipe on the cutting movement of conventional horizontal wells and horizontal wells with a breakout enlargement section. The simulation results demonstrate that increasing the drilling fluid circulation return speed and the spinning speed of the drill pipe does not significantly improve the hole cleaning impact for horizontal wells with a breakout enlargement section. We analyzed the effects of the enlargement ratio, ellipticity, and principal axis orientation on the borehole cleaning effect of horizontal wells with a breakout enlargement section. The results show that the cleaning impact is better when the enlargement ratio is lower; moreover, the ellipticity is larger and the principal axis orientation is perpendicular to the gravity direction. This paper fills a gap in the existing theory of hole cleaning in horizontal wells and provides a theoretical basis for improving the hole cleaning effect in actual drilling processes.