Research progress and development trends of low-friction drilling fluid for shale gas
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摘要: 页岩气是中国重要的非常规天然气资源，资源潜力巨大。深部页岩气储层普遍具有低孔低渗、研磨性强、高温高压等特殊地质特性。钻井过程中经常面临着井壁失稳、长水平段摩阻、扭矩大等技术难题，低摩阻钻井液技术已成为深部页岩气储层安全高效钻进的关键。文章基于全球页岩气勘探开发现状的跟踪调研，剖析了钻井液润滑性的评价指标及其减阻机理，包括润滑膜形成、滚动摩擦、润湿性调控等多重作用机制，系统梳理了水基、油基等各类低摩阻钻井液体系的润滑性能与研究进展，提出了未来应继续加强研发新型高性能钻井液润滑剂。未来钻井液体系将进一步向智能化、绿色化转型，实现润滑与井壁稳定等技术的多目标协同，为应对复杂地层挑战、全球页岩气安全高效开发和深层油气增储上产提供有力的技术支撑。Abstract:
Objective Shale gas is an important unconventional natural gas resource in China, boasting significant potential reserves. Deep shale gas reservoirs generally have specific geological characteristics, such as low porosity and permeability, strong abrasiveness, and high temperature and pressure. Technical problems often arise during drilling, such as wellbore instability, friction in the long horizontal section, and large torque. Low-friction drilling fluid technology is key to safe and efficient drilling in deep shale gas reservoirs. Methods Based on an investigation of the current state of shale gas exploration and development in the world, this paper analyzes the evaluation index of drilling fluid lubricity and its drag reduction mechanisms, including, among others, lubrication film formation, rolling friction, and wettability regulation. Results This paper systematically reviews the lubrication performance and research progress of various low-friction drilling fluid systems, such as water-based and oil-based drilling fluid systems. Conclusions It is proposed that, in the future, it will be necessary to continue to strengthen the research and development of new, high-performance drilling fluid lubricants; to promote the intelligent and green transformation of drilling fluid systems; and to facilitate the multi-objective coordination between lubrication and wellbore stability technologies to meet the challenges posed by complex formations. [Significance] This research provides strong technical support for the safe and efficient development of global shale gas, for enhancing the productivity of deep oil and gas reserves. -
Key words:
- shale gas /
- drilling fluid /
- low friction /
- lubricant /
- lubrication mechanism
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图 1 低摩阻钻井液的作用机制汇总图
Figure 1. Summary diagram of action mechanisms of low-friction drilling fluid
图 2 表面活性剂对纳米颗粒表面性质的影响
Figure 2. Effects of surfactants on the surface properties of nanoparticles
表 1 不同类型润滑膜形成机制与强度对比
Table 1. Comparison of formation mechanisms and strengths of different types of lubricating films
润滑膜类型 形成机制 润滑膜强度 局限性 物理吸附膜 润滑剂分子利用范德瓦耳斯力吸附于摩擦面 较弱 高温下易解吸附失效 化学吸附膜 大极性基团与接触面发生反应 中等 高载荷下易被磨损剥落 化学反应膜 润滑基团与金属在极压条件下发生摩擦化学反应 强 通常需高温触发 沉积膜 纳米固体颗粒沉积在金属表面 取决于固体种类 易受滤饼厚度及固相干扰 
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表 2 三类低摩阻钻井液优缺点及发展趋势
Table 2. Advantages, disadvantages and development trends of three types of low-friction drilling fluids
钻井液类型 核心优势 存在不足 未来研究方向 低摩阻水基钻井液体系 环保友好，处置压力小；经济性较好，配制维护方便；完井适配性较强；常规浅层页岩气适用 极端环境稳定性不足，润滑性与抑制性有限，难以满足深层复杂地层钻井需求 开发耐220℃以上纳米复合体系，提升抗温性能；研发生物基润滑剂与高效抑制剂复配体系以增强综合性能；开发随钻智能润滑性能感知模块，实时反馈钻具与井壁界面摩擦状态；构建随钻性能实时监测与调控模型，提升钻井效率；开发新型添加剂拓展复杂地层应用范围 低摩阻油基钻井液体系 润滑性突出，摩阻控制好；抑制能力较强，利于井壁稳定；深层复杂页岩气适用；提速提效潜力较大 环保风险较高且成本相对偏高，完井干扰较大，限制了在环保严格区域的应用 开发低毒/无毒白油、合成油替代柴油以降低环境风险；通过数字孪生技术构建油基钻井液−钻屑处理联动智能平台，实现资源回收与性能维护的协同优化；推进基础油循环回收技术规模化应用降低综合成本 低摩阻合成基钻井液体系 综合性能较均衡；环保性相对较好；可循环利用，适配性较强；中深层开发较适用 初始成本较高且配方调控复杂，低温适应性差，制约了在宽温域低成本项目中的应用 开发可再生植物油脂衍生物基础油，提升环保性能；简化配方降低添加剂用量，减少综合成本；开发低温流动改进剂提升寒冷地区适应性；开发合成基钻井液多参数智能调控终端，基于实时工况数据自动调整添加剂配比，简化现场维护流程
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