Geoscience-engineering integrated study of bottom hole assembly selection for shale horizontal oil and gas wells

ZHAO BOYU; WEI KAI; LI ZHONGHUI; XI CHUANMING; WU DESHENG; ZHAO GUOSHAN

doi:10.13809/j.cnki.cn32-1825/te.20250048

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Geoscience-engineering integrated study of bottom hole assembly selection for shale horizontal oil and gas wells
Pages: 1-9(2026)
Received：20 January 2026，

Online First：27 February 2026，
DOI： 10.13809/j.cnki.cn32-1825/te.20250048
稿件说明：

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赵勃宇, 魏凯, 李忠慧, 等. 页岩油气水平井底部钻具组合地质工程一体化研究[J]. 油气藏评价与开发, XXXX, XX(XX): 1-9. DOI： 10.13809/j.cnki.cn32-1825/te.20250048.

ZHAO Boyu, WEI Kai, LI Zhonghui, et al. Geoscience-engineering integrated study of bottom hole assembly selection for shale horizontal oil and gas wells[J]. Petroleum Reservoir Evaluation and Development, XXXX, XX(XX): 1-9. DOI： 10.13809/j.cnki.cn32-1825/te.20250048.

摘要

水平井技术已成为页岩油气等非常规资源经济高效开发的关键手段，其钻井效果在很大程度上取决于底部钻具组合与页岩地层地质力学特性之间的匹配程度。然而，现有研究对地质力学特性、钻具结构参数与钻井工艺参数之间的协同影响机制尚不明确，导致在实际钻井过程中难以实现精准、高效的轨迹控制。为此，本研究以新疆准噶尔盆地某典型页岩油区块地质资料及钻井数据为基础，建立了一套融合地质力学特性、钻具结构力学与钻井动力学的数值模拟方法，重点分析扶正器数量、分布位置、扶正器肋骨片陷入地层深度以及钻压、转速等钻井机械参数对底部钻具组合导向能力的综合影响，旨在揭示不同参数之间的动态耦合机制并寻求最优匹配方案。研究发现，与可在钻井过程中实时调整的钻压、转速等钻井参数相比，扶正器的结构配置，尤其是扶正器的数量、扶正器与钻头之间的间距，以及扶正器肋骨片在页岩地层中的有效陷入深度对导向能力的影响更为敏感。基于此机理，本研究提出了以“近钻头扶正器增布、间距精确控制、陷入深度优化”为核心的结构优化策略。经模拟验证与案例对比表明，该方法可显著提升底部钻具组合的导向性与钻井效率。研究成果为页岩油气水平井底部钻具组合的精细化设计提供了理论依据与关键技术支撑。

Abstract

The horizontal well technology has become a key method for the efficient economic development of unconventional resources such as shale oil and gas. The drilling performance largely depends on the degree of matching between the bottom hole assembly (BHA) and the geomechanical properties of the shale formation. However

existing studies do not fully clarify the synergistic effects between the geomechanical properties

the BHA structural parameters

and the drilling process parameters

making it difficult to achieve precise and efficient trajectory control in actual drilling operations.In this study

based on geological data and drilling information from a typical shale block in the Junggar Basin of Xinjiang

a numerical simulation method is developed that integrates geomechanical properties

BHA structural mechanics

and drilling dynamics. The study focuses on analyzing the comprehensive impacts of parameters such as the number and distribution of stabilizers

the depth of stabilizer rib penetration into the formation

as well as drilling parameters such as weight on bit (WOB) and rotary speed on the steering capability of the bottom hole assembly. The aim is to reveal the dynamic coupling mechanisms between these parameters and to seek the optimal matching solution. The study found that

compared to drilling parameters such as WOB and rotary speed

which can be adjusted in real-time during drilling

the structural configuration of stabilizers—especially the number of stabilizers

the spacing between stabilizers and the drill bit

and the effective penetration depth of stabilizer ribs into the shale formation—has a more significant impact on the steering capability. Based on this mechanism

the study proposes a structural optimization strategy focusing on “increased stabilizer placement near the bit

precise spacing control

and optimized penetration depth.” Simulations and case comparisons show that this method can significantly improve the steering performance and drilling efficiency of the bottom hole assembly. The findings provide theoretical support and key technological assistance for the refined design of bottom hole assemblies in shale oil and gas horizontal wells.

关键词

Keywords

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