At present, the research on aquathermolysis catalysts mainly focuses on the catalytic effect of external catalysts on the reaction, ignoring the fact that external catalysts will form complexes with in situ inorganic minerals after entering the reservoir. In this paper, we investigated the effects of transition metal complexes as external catalysts and bentonite as in situ catalysts on aquathermolysis, respectively. Meanwhile, the aquathermolysis reaction co-catalyzed by external and in situ catalysts was further investigated. The results show that the transition metal complexes exhibited good co-catalysis with bentonite. The viscosity reduction rate can reach 73.47% at 200 °C and 4 h with 0.1 wt.% of catalyst (NAD–Zn) addition. The addition of ethanol under the same reaction conditions will further increase the viscosity reduction rate to 84.59%. The results of thermogravimetric analysis, component analysis and boiling range analysis of heavy oil show that the heavy components in heavy oil are cracked into light components after the aquathermolysis. The results of elemental analysis show that the heteroatoms in the heavy oil were removed and the quality of the crude oil was improved. The results of GC–MS analysis of the model compounds showed that the process of aquathermolysis was mainly through the cleavage of C–C, C–N and C–S bonds to crack the macromolecules into small molecules, and then achieve the effect of viscosity reduction. The main mechanism of catalyst action is the acidic center on the surface of the bentonite and the coordination bonds formed by the transition metal complexes with the heteroatoms.

Wellbore instability, particularly in shale formations, presents a great challenge to modern drilling operations. Although conventional chemical inhibitors are frequently employed in water-based drilling fluids, they may not always function in highly reactive or naturally fractured shale formations. In recent years, mechanical inhibitors have attracted attention as a complementary solution to chemical methods. These inhibitors, which include carbon-based, silicon-based, metal-based, and mineral-based particle materials, provide structural support to the wellbore by physically plugging fractures and sealing microfractures. This paper presents a comprehensive review of the mineral types associated with shale wellbore instability as well as a critical analysis of the mechanisms, categories, and effectiveness of mechanical inhibitors in enhancing wellbore stability. The development challenges and prospects of mechanical inhibitors in water-based drilling fluids are also discussed. This review emphasizes the potential of mechanical inhibitors in reducing fluid invasion, preventing wellbore collapse, and improving overall drilling efficiency, which will help facilitate the development and large-scale application of mechanical inhibitors in drilling fluids.

The original water distribution characteristic plays an important role in the fracturing liquid retention in actual tight reservoirs. In this paper, an analytical model was proposed to characterize the water distribution and its effect on the spontaneous imbibition, based on the capillary tube model and fractal theory. Furthermore, the effect of the water film and the non-piston-like front related to the pore size are included in our model. The proposed model was successfully validated with the experimental results of core imbibition tests. Our work demonstrates that water distribution is influenced by displacement pressure and pore structure. For a small differential pressure, the porous media with richer large pores usually possesses a lower water saturation, and this difference will decrease with the increase of differential pressure. Moreover, compared with previous studies, the proposed imbibition model can not only distinguish the valid pores and invalid pores for imbibition but it can also predict the initial imbibition rate and equilibrium time of tight porous media with different water saturation. The results show that the equilibrium time is controlled by the minimum effective pore radius while the initial imbibition rate is mainly controlled by the large pores. Both of these two parameters will decrease with an increase of water saturation; the former is more sensitive to a low water saturation, while the latter decreases more quickly for a middle-high water saturation.

Wellbore strengthening is a widely applied technique to mitigate wellbore leakage during drilling operations in complex formations characterized by narrow mud weight windows. This method enhances the wellbore’s pressure-bearing capacity by using lost circulation materials (LCMs) to bridge natural or induced fractures. In recent years, advanced sealing technologies such as wellbore reinforcement have gradually been applied and developed, but their related influencing factors and mechanisms have not been deeply revealed. This article uses the Cohesive module of ABAQUS to establish a wellbore fracture sealing model. By establishing a porous elastic finite element model, the elastic mechanics theory of porous media is combined with finite element theory. Under the influence of factors such as anisotropy of geostress, reservoir elastic modulus, Poisson’s ratio, and fracturing fluid viscosity, the circumferential stress distribution of the wellbore after fracture sealing is simulated. The simulation results show that stress anisotropy has a significant impact on Mises stress. The greater the stress anisotropy, the more likely the wellbore sealing is to cause wellbore rupture or instability. Therefore, it is necessary to choose a suitable wellbore direction to avoid high stress concentration areas. The elastic modulus of the reservoir is an important parameter that affects wellbore stability and fracturing response, especially in high modulus reservoirs where the effect is more pronounced. Poisson’s ratio has a relatively minor impact. In fracturing and plugging design, the viscosity of fracturing fluid should be reasonably selected to balance the relationship between plugging efficiency and wellbore mechanical stability. In the actual drilling process, priority should be given to choosing the wellbore direction that avoids high stress concentration areas to reduce the risk of wellbore rupture or instability induced by plugging, specify targeted wellbore reinforcement strategies for high elastic modulus reservoirs; using models to predict fracture response characteristics can guide the use of sealing materials, achieve efficient bridging and stable sealing, and enhance the maximum pressure bearing capacity of the wellbore. By simulating the changes in circumferential stress distribution of the wellbore after fracture sealing, the mechanism of wellbore reinforcement was explored to provide guidance for mechanism analysis and on-site application.