深层硬脆性泥页岩井壁稳定力学化学耦合研究进展与思考

Advancements and Considerations of Chemo-Mechanical Coupling for Wellbore Stability in Deep Hard Brittle Shale

金衍 薄克浩 张亚洲 卢运虎

JIN Yan BO Kehao ZHANG Yazhou LU Yunhu

中国石油大学（北京）石油工程学院, 北京 102249 油气资源与探测国家重点实验室（中国石油大学（北京））, 北京 102249

College of Petroleum Engineering, China University of Petroleum (Beijing), Beijing, 102249, China State Key Laboratory of Petroleum Resources and Prospecting (China University of Petroleum (Beijing)), Beijing, 102249, China

深层及超深层油气资源正逐步成为我国重点勘探开发的关键领域，但钻井过程中深层硬脆性泥页岩地层井壁失稳问题频发，严重制约着深层及超深层油气资源高效开发。力学化学耦合作用下的深层硬脆性泥页岩井壁稳定问题，是一个涉及微观、细观及宏观跨尺度演化的复杂问题。阐述了力学化学耦合作用下硬脆性泥页岩井壁失稳的基本原理，并分别从微观、细观和宏观尺度，总结了硬脆性泥页岩与入井流体间的作用机理、细观结构损伤演化的定量表征、泥页岩水化宏观力学劣化效应及井壁稳定性定量分析方面的研究进展，从考虑化学效应的断裂力学角度，提出了探索硬脆性泥页岩井壁稳定性问题的新思路。

The oil and gas resources from deep and ultra-deep reservoirs in China are the most important target of exploration and development. However, pervasive and ubiquitous wellbore instability in hard brittle deep shale seriously compromises the efficient development of deep and ultra-deep oil and gas resources. Wellbore instability in deep hard brittle shale under the chemo-mechanical coupling is a complicated problem involving multi-scale evolution among micro-scale, meso-scale and macro-scale. The basic principle of wellbore instability in hard brittle shale under chemo-mechanical coupling was briefly introduced. In addition, the previous studies on the mechanism between hard brittle shale and drilling fluid, quantitative description of the evolution of damage in mesocosm structures, macroscopic mechanical deterioration of shale after hydration, and quantitative analysis of wellbore stability, were reviewed in terms of micro-scale, meso-scale and macro-scale. Moreover, a new idea was proposed for wellbore stability in hard brittle shale from the perspective of fracture mechanics considering chemical effects.

国家自然科学基金项目“深层脆性页岩井壁失稳的化学断裂机理与控制研究”（编号：52074314）资助

https://doi.org/10.11911/syztjs.2023024