1. Introduction
As the primary barrier to maintaining wellbore seal integrity, the cement sheath serves a vital function in sealing off formation fluids, supporting casing loads, and preserving structural stability [
1,
2,
3]. During the completion process, perforation operations are required to establish channels for reservoir fluids to enter the wellbore. The explosion of the perforating gun during the perforation operation produces high-speed metal jets that penetrate the wellbore assembly and perforate the casing and cement sheath, resulting in perforation tunnels in the formation. The perforation process induces fracturing in the cement sheath surrounding the perforation channels, concurrently compromising both the casing-cement sheath interface (Interface I) and cement sheath-formation interface (Interface II) [
4]. Once the bonding interface of the wellbore assembly is damaged and forms a weak interface, during subsequent reservoir stimulation or injection/production processes, fluids within the wellbore may migrate along the weak interface, causing the bonding interface to crack and allowing fluids to migrate along the wellbore bonding interface [
5]. In severe cases, fluids may even migrate along the bonding interface over long distances. For example, the high-pressure injection during hydraulic fracturing can lead to fluid migration through the bonding interface between fracturing segments, weakening the effectiveness of enhanced production measures [
6]. However, at present, most studies on perforation penetration of wellbores primarily focus on the damage caused by perforation penetration to the cement sheath body, with limited analysis conducted on the damage to the bonding interface of the wellbore after perforation. Consequently, quantitative evaluation of perforation-induced interfacial damage in wellbore systems becomes essential, particularly for analyzing parametric influences on both casing-cement sheath (Interface I) and cement sheath-formation (Interface II) integrity. These findings carry significant implications for optimizing reservoir stimulations and ensuring long-term well integrity.
Regarding the damage caused by high-speed jets during perforation to the casing-cement sheath-formation assembly, domestic and international scholars have employed various investigative approaches such as laboratory tests, numerical simulations, and theoretical analyses, primarily focusing on the damage caused by perforation to the cement sheath body. Yew et al. [
7] and Yan et al. [
8] conducted real-size perforation experiments combined with computerized tomography (CT) to observe the damage characteristics of the cement sheath after perforation, pointing out that perforation operations can damage the cement sheath around the perforation tunnels. The surface pressure formed by the high-speed jet around the tunnels can cause cracks and other damage to the cement sheath near the tunnels. Liu et al. [
9] established a 3D numerical model incorporating perforating charges, casing-cement sheath, and formation to investigate the influence of cement sheath physical parameters on cement sheath damage. Their results demonstrated that cement sheath damage could be mitigated by increasing its compressive/tensile strength or decreasing shear modulus and density. Zhang et al. [
10] developed a 3D numerical model to simulate perforating charge penetration through wellbore assembly, elucidating cement sheath failure mechanisms during perforation. Their results revealed concentrated damage zones along the cement sheath’s interior surface and perforation tunnel vicinities. Li et al. [
11] used finite element numerical simulation methods to establish a jet morphology simulation model, systematically evaluating cement sheath damage under varying material properties. Their findings demonstrate that decreasing the cement’s shear modulus effectively minimizes the damage zone surrounding perforation channels. It is evident from the studies that perforation operations result in severe damage to the cement sheath during penetration. Previous studies have often focused on the destruction of the cement sheath during penetration, neglecting the analysis of damage to the wellbore bonding interface during perforation, making it difficult to comprehensively and objectively evaluate the impact of perforation on the damage to the wellbore assembly.
In actual engineering practice, the high-speed jets generated during perforation operations not only directly damage the cement sheath during penetration but also cause damage to the bonding interfaces of the wellbore assembly, including the casing-cement sheath interface (Interface I) and the cement sheath-formation interface (Interface II) [
12,
13,
14,
15,
16]. The damage caused by these two bonding interfaces often leads to fluid channeling between different fracturing segments during hydraulic fracturing, thereby reducing production enhancement sheath effects, or allows corrosive gases such as hydrogen sulfide to enter through the damaged bonding interfaces, shortening the lifespan of oil and gas wells [
17,
18,
19,
20,
21,
22,
23]. Currently, existing studies mainly analyze the damage to the cement sheath interface (including Interface I and II) caused by perforation operations through physical experiments and numerical simulations. For example, Li et al. [
16] and Fan et al. [
15] conducted experimental studies on perforation-induced wellbore integrity, demonstrating that perforation operations can cause damage to both the casing-cement sheath interface and the cement sheath-formation interface. Yan et al. [
4] analyzed the damage patterns of the bonding interfaces based on a 3D numerical model of a perforated wellbore, considering confining pressure, cement sheath shear modulus, and shaped charge, and concluded that damage to bonding interfaces can be reduced through the use of a cement sheath with reduced shear modulus. Yan et al. [
23] simulated the process of perforating guns penetrating the wellbore using a numerical model to study the damage characteristics of the casing-cement sheath interface and the cement sheath-formation interface, pointing out that the casing-cement sheath interface is more prone to stress concentration. Its debonding area is significantly larger than that of the cement sheath-formation interface. Based on these research findings, although existing studies have verified the damage to Interfaces I and II after perforation through laboratory tests or numerical simulations, they have not conducted a detailed analysis of the dynamic process of damage to reveal the mechanism leading to damage to the bonding interface. Furthermore, they have not conducted a thorough analysis of the changes in damage to the bonding interface under different engineering parameters.
The preceding analysis reveals that while experimental and numerical studies have validated the potential for perforation-induced damage to both the cement sheath and wellbore bonding interface, research on failure mechanisms at Interfaces I and II remains notably limited. There are two main challenges: (1) Given that current numerical analysis results primarily focus on the damage caused by perforation to the cement sheath body, there is a lack of quantitative analysis regarding the extent of damage to the bonding interface under perforation operations. A damage model must be developed for the wellbore assembly’s bonding interface during perforation penetration to investigate the dynamic failure progression at Interfaces I and II. This model should enable quantitative assessment of interfacial damage along both axial and circumferential orientations. (2) At present, the influence patterns of relevant engineering and geological factors on the damage to the bonding interface are unclear and have not been quantified. Consequently, establishing an analytical model to study the influence patterns of geological and engineering conditions on the damage to interfaces I and II becomes imperative, which can be used as a basis for selecting the optimal cement sheath slurry and optimizing engineering parameters. Consequently, investigating the evolution patterns of damage to the bonding interface of the wellbore assembly under perforation penetration conditions holds substantial scientific and practical importance.
In response to this, considering the actual operating conditions of the perforation penetration casing-cement sheath-formation wellbore assembly, a fluid-solid coupling algorithm combined with the Cohesive Zone Model (CZM) was employed for three-dimensional modeling to analyze the dynamic evolution of damage at bonding interfaces during the jet penetration process. The study investigates the influence of different cement sheath mechanical parameters (shear modulus, compressive strength) and different ground stress conditions on the axial damage length of the bonding interface. The study findings establish a theoretical framework for quantifying perforation-induced interfacial damage in wellbore systems and optimizing cement slurry formulation selection.
2. Numerical Simulation of Perforation Penetration into Wellbore
As an essential well completion process, perforation establishes reservoir-wellbore connectivity by penetrating through casing, cement sheath, and formation. These created channels serve as conduits for oil and gas flow from the reservoir to surface production pipelines [
24]. During perforation operations, a perforating gun equipped with perforating charges is connected to the corresponding downhole tools via a tubing string and lowered into the wellbore. When the assembly reaches the target formation, the detonating fuse detonates, causing the perforating charges to explode and generate high temperatures and pressures. The copper liner melts during this process and, under pressure, converges into a high-speed jet that sequentially penetrates the casing, cement sheath, and reservoir. This process not only damages the wellbore structure but also causes the casing-cement sheath interface (Interface I) and the cement sheath-formation interface (Interface II) to fail, resulting in the formation of a weak interface at the perforation tunnels [
15,
16] and further validated by experiments conducted by previous researchers [
9], as shown in
Figure 1.
During hydraulic fracturing operations, high-pressure fracturing fluid not only enters the target reservoir through perforation channels but also flows along the weak interface formed by perforation operations. Engineering practice results indicate that the fluid flow along the weak interfaces of the wellbore during the fracturing period not only significantly weakens the reservoir stimulation effect of multistage fracturing but also causes a significant decline in the production capacity of oil and gas wells [
19,
20,
21]. To address this, it is necessary to clarify further and quantify the extent of damage to the bonding interfaces around the perforation tunnels after perforation operations are completed. Additionally, it is essential to analyze relevant geological and engineering factors to serve as the basis for adjusting process parameters and optimizing cement sheath slurry formulations.
2.1. Geometric Modeling and Meshing
Considering the geometric structure of perforating charges and wellbore assemblies in actual engineering applications, a numerical model was established based on ANSYS/LS-DYNA (R4.7) finite element software. In this model, the perforating charge is positioned at the center of the wellbore assembly, consisting of a copper liner, bomb, and shell. The wellbore assembly comprises, from the inside out, a casing, cement sheath, and formation, exhibiting an overall symmetrical structural characteristic. During model establishment, considering the complex dynamic process and large computational workload of perforation operations, a quarter-symmetry 3D model of perforating charge penetration through the wellbore assembly was developed. Additionally, to accurately simulate the detonation wave propagation characteristics of the shaped charges, the simulation utilized a central initiation approach, positioning the detonation source at the explosive axis’ geometric center. During the perforating charge explosion, considering the interaction between high-temperature, high-pressure explosive gases and wellbore fluids, the simulation incorporated an air domain as the transmission medium for the metallic jet and its path to maintain simulation fidelity. The air domain adopted a rectangular geometric configuration, as shown in
Figure 2.
The overall height of the model is set to 450 mm, with a casing diameter of 139.7 mm and a thickness of 6.98 mm; the cement sheath thickness is 38.1 mm; and the simulated formation thickness is 140 mm. Measuring 48 mm in height, the perforating charge has a copper liner with a 30 mm diameter, 2 mm thickness, a 60° cone angle, and a 40 mm shell diameter. Additionally, a single layer of cohesive elements was implemented at both the casing-cement and cement-formation bonding interfaces to simulate interfacial damage during jet penetration. The element thickness was determined as 0.5 mm based on considerations of physical approximation of the actual bonding layer thickness, mesh compatibility, and parametric studies. The copper liner, bomb, and air domain were modeled using the ALE (Arbitrary Lagrangian-Eulerian) mesh, while the casing, cement sheath, and formation were discretized using the Lagrangian mesh. The Lagrangian and ALE meshes were spatially overlaid but maintained independent node numbering and topological structures, thereby enabling fluid–structure interaction simulations.
In terms of mesh division, the model was discretized with hexahedral elements of type HEX8, employing hourglass control. To ensure sufficient mesh accuracy while avoiding excessive computation time, a variable density mesh division method is used, with a locally densified mesh for the near-field region of the perforating charge and a sparse mesh for the far-field region. A mesh convergence study confirmed that this mesh scheme yields mesh-independent results. The model mesh ultimately converges to 1,084,652 elements, as shown in
Figure 3.
In the boundary condition setup, the top and side surfaces of the wellbore assembly near the perforation end are fixed using displacement sheath constraints. Meanwhile, non-reflective boundary conditions were applied to the far-field lateral and bottom boundaries of the model, as well as to the air domain boundaries, to simulate stress wave propagation in infinite geological formations [
25]. This setup effectively absorbs stress waves arriving at the truncated model boundaries, preventing their spurious reflection back into the computational domain and thereby ensuring simulation accuracy.
2.2. Control Equations
During the penetration of the perforating charge into the wellbore assembly, the copper liner forms a high-speed metal jet driven by a bomb, which penetrates the casing, cement sheath, and enters the formation 8. In this numerical model, the bomb component of the perforating charge is modeled using the High_Explosive_Burn material model, with detonation wave characterized by the “Jones-Wilkins-Lee” (JWL) state equation [
26,
27], whose expression is:
where
E signifies the internal energy that is explosive per unit mass, J·m
−3;
υ = 1/
ρ is the specific volume, m
3·kg
−1;
Abomb,
Bbomb,
R1,
R2, and
ω represent the properties of the bomb material. All parameter values are summarized in
Table 1.
The metallic composition of both the copper liner and shell is characterized using the Johnson-Cook material model coupled with the Mie-Grüneisen equation of state [
28,
29,
30]. The Johnson-Cook model, due to its excellent strain rate sensitivity, has become the preferred constitutive model for simulating the formation and penetration process of metal jets driven by detonation. The material’s yield stress is given by:
where
Agu is the initial yield stress, MPa;
Bgu is the strain hardening coefficient, MPa;
Cgu is the strain rate sensitivity coefficient, dimensionless;
n is the strain hardening index, dimensionless;
m is the temperature softening index, dimensionless;
, dimensionless;
Tmelt is the melting point temperature, K;
Troom is the room temperature, K;
is the equivalent plastic strain, dimensionless;
is the normalized equivalent plastic strain rate, dimensionless. The Mie-Grüneisen state equation is expressed as [
31]:
where
E signifies the internal energy that is explosive per unit mass, J·m
−3;
C represents the intercept of the V
s-V
p curve, m·s
−1;
S1,
S2 and
S3 are the dimensionless slope coefficients of the V
s-V
p curve;
γ0 is a dimensionless constant of the Mie-Gruneisen state equation; a denotes the first-order volume correction for
γ0, dimensionless;
ρ0 is the density of the medium in its normal state, kg·m
−3;
ρ is the density of the medium after compression, kg·m
−3. The mechanical properties of the copper liner and shell [
32] are shown in
Table 2:
The region through which the high-speed metal jet propagates after the perforating charge explodes is defined as the air domain. Ideal gases exhibit mechanical behavior that can be mathematically represented by a linear polynomial state equation, with the pressure expression given by:
where
E signifies the internal energy that is explosive per unit mass, J·m
−3;
μ is the relative volume, dimensionless. The coefficients
C0 through
C6 represent constants in the governing equations.
The casing is modeled using the Plastic_Kinematic material model, and the Cowper-Symonds model is employed to account for strain-rate-dependent yield stress evolution under impact loading. The expression for the dynamic yield limit is as follows:
where
is the dynamic yield stress, MPa;
is the strain rate, s
−1;
C and
p are strain rate parameters;
is the initial yield stress, MPa;
β is the hardening coefficient, dimensionless;
is the plastic modulus, MPa;
is the equivalent plastic strain, dimensionless.
Both the cement sheath and the formation use the Johnson-Holmquist-Concrete material model, which can effectively simulate the mechanical response characteristics of rock-like materials under dynamic loads. It is suitable for simulating the large deformation, high-strain-rate deformation process, and progressive damage evolution laws of rock materials under extreme conditions such as explosion impact and penetration. Its normalized equivalent stress is:
where
is the quasi-static uniaxial compressive strength, MPa;
is the pressure value, dimensionless;
is the dimensionless strain rate;
Ac,
Bc and
Cc are the material parameters of the cement sheath and formation, dimensionless;
and
are the equivalent plastic strain and plastic volume strain, respectively;
D1 and
D2 are the material damage constants, dimensionless;
is the stress ratio, dimensionless;
N is the pressure hardening index, dimensionless. The parameters are listed in
Table 3.
2.3. Cohesive Zone Model
Considering that high-speed jets may induce stress concentration phenomena at the interface during penetration, leading to damage to the bonding interface and subsequent debonding issues, the cohesive zone model (CZM) was employed to simulate this scenario [
33,
34]. Cohesive zone elements are primarily used to simulate the fracture behavior of materials or structures, enabling accurate quantification of the stress-displacement sheath relationship at the fracture interface [
35]. Based on this, during the study, cohesive zone elements with a thickness of 0.5 mm were set at the bonding interface to conduct numerical analysis of the damage to Interfaces I and II during the perforation operation, as shown in
Figure 4.
In the process of characterizing cohesive units, the two curves in the bilinear cohesive model represent the linear elastic stage and the softening stage after reaching the strength limit, respectively. The horizontal axis represents displacement, the vertical axis represents traction force, and the energy dissipated during material damage is represented by the area enclosed by the curve and the horizontal axis in the figure.
For the bilinear cohesive zone model, during the linear elastic stage before the tensile force reaches the critical value, the tensile force increases linearly with increasing displacement. When the tensile force reaches the tensile strength or shear strength, cohesive units begin to crack, and the mechanical properties of the interface gradually deteriorate, causing the tensile force to decrease accordingly [
36]. Finally, due to the accumulation of damage, the cracks continue to propagate, and when the tensile force decreases to 0, the interface is destroyed and loses its load-bearing capacity.
During the linear elastic stage, the relationship between the force and displacement of cohesive units is as follows:
where
is the normal stress, Pa;
and
are the two tangential stresses, Pa;
is the normal stiffness, Pa;
and
are the two tangential stiffnesses, Pa;
and
are the displacement sheaths in the normal and two tangential directions, respectively. In the calculation process, the coupling between the normal and tangential mechanical properties is not considered, the three stiffnesses are independent of each other, and it is assumed that
.
During the crack initiation stage, the maximum nominal stress criterion (Maxe Damage) is used as the critical damage criterion to analyze the damage of cohesive units. When the following formula is satisfied, damage begins to appear at the interface. The expression is as follows:
where
and
represent the critical strength values in normal, primary shear, and secondary shear directions, respectively, for the cohesive unit, Pa; < > is the Magellan bracket, defined as:
During the crack propagation stage, stiffness gradually decreases due to the continuous degradation of interface performance. As the crack propagates, the tensile force continuously decreases. At this point, the stiffness degradation coefficient
quantifies the extent of damage to the bonding interface:
where
represents the peak displacement attained under loading conditions, m;
represents the displacement at complete cohesive failure, m;
is the displacement at the initial damage, m. When
, the integrity of the bonding interface remains preserved; when
, the bonding interface has undergone complete failure; the specific parameter settings of the cohesive unit used [
6] are summarized in
Table 4:
4. Case Study
This study selected a typical shale gas well in the Fuling block as the research object [
39]. The well adopts a three-stage wellbore structure design, with the diameters of the first, second, and third stages being 410 mm, 335 mm, and 228 mm, respectively. The production casing features a 139.7 mm outer diameter with 6.98 mm wall thickness. The material exhibits an elastic modulus of 210 GPa, a Poisson’s ratio of 0.30, and a yield strength of 758 MPa. The mechanical behavior of the cement sheath follows the Mohr-Coulomb criterion, with specific parameters as follows: shear modulus of 12 GPa, internal friction angle of 30°, and cohesion of 8 MPa. Based on the above parameters, a corresponding numerical model was established and calculated, yielding the numerical simulation results shown in
Figure 22.
During the initial stage of perforation penetration, the bonding interface area directly exposed to the metal jet first reaches the material’s ultimate tensile strength, leading to the onset of damage. As penetration progresses, cracks continue to form and propagate, with this damage gradually expanding along the wellbore axis, resulting in a progressive failure pattern.
Figure 22 reveals a marked disparity in damage severity between the two interfaces, with the casing-cement sheath interface exhibiting substantially more extensive failure than the cement sheath-formation interface. To quantitatively assess the damage characteristics of Interfaces I and II under metal jet penetration, a fitting analysis was conducted on the data regarding the axial damage length and circumferential damage angle of Interfaces I and II over time. The fitting results are shown in
Figure 23.
As can be seen from the fitted curve, both axial and circumferential damage at Interfaces I and II continue to worsen as the penetration process progresses, exhibiting a non-linear growth trend. However, the damage development rate and final damage extent at Interface I are significantly higher than those at Interface II. Specifically, the peak axial damage length at Interface I reached 37.1 cm, an increase of 19.8 cm compared to the 17.3 cm at Interface II, representing a 114% increase. In terms of circumferential damage extent, the damage angle at Interface I was 41.4°, significantly higher than the 27.5° at Interface II, with the former exceeding the latter by 50.5%.
Given that the aforementioned damage variations are intrinsically related to the cement sheath’s material properties—consistent with field engineering practices employing elastic-ductile additives (e.g., fibers, latex) to reduce shear modulus [
40]—this study employs three cement sheath systems with different shear modulus—hard cement sheath (
G1 = 8 GPa), medium cement sheath (
G2 = 12 GPa), and flexible cement sheath (
G3 = 32 GPa)—to investigate their effects on the damage of the bonding interface, as shown in
Figure 24.
With increasing cement sheath shear modulus, there are significant differences in the damage at Interfaces I and II. The axial damage length at Interface I exhibits a positive correlation with the shear modulus. With the shear modulus increasing from 8 GPa to 32 GPa, the axial damage length expands from 40.25 cm to 41.81 cm, amounting to a 3.9% growth. This implies that the damage at Interface I is relatively insensitive to changes in shear modulus. In contrast, the axial damage length at Interface II exhibits a significant negative correlation with shear modulus. Under the same conditions, the axial damage length at Interface II decreases from 14.57 cm to 9.97 cm, with a reduction percentage of 31.63%, indicating that shear strength significantly influences the control of damage at Interface II.
From the perspective of optimizing the integrity of the bonding interface, prioritizing a cement sheath system with a 12 GPa shear modulus is advisable. This can be achieved by adding some elastic-ductile materials such as fibers or latex during the preparation of the cement sheath slurry. It should be emphasized that the simulation results do not take into account key parameters in actual engineering, such as economic costs, long-term downhole conditions, and sensitivity to changes in formation pore pressure. These factors are critical for any field application and must be considered in future research.
5. Conclusions
Considering the engineering realities of high-speed metal jet penetration of wellbore assemblies during perforation operations, a fluid-solid coupling algorithm was utilized alongside a cohesive zone model to develop a three-dimensional numerical model of the perforation charge penetrating the wellbore assembly. The study assessed the impact of cement mechanical properties and geological parameters on damage to the bonding interface, with principal conclusions as follows:
(1) The established 3D numerical model, integrating fluid-solid coupling with a cohesive zone model, enabled analysis of perforation-induced bonding interface damage. Damage characterization revealed substantial damage at both the casing-cement sheath and cement sheath-formation interfaces, with consistently more severe failure observed at the former.
(2) The research investigated the influence of cement parameters on bonding interface damage evolution. Increasing the shear modulus produces divergent effects—extending damage along the casing-cement sheath interface while reducing failure at the cement sheath-formation interface. As compressive strength increases, both bonding interfaces exhibit progressive damage reduction.
(3) The research investigated the influence of geological parameters (geostress) on bonding interface damage evolution. As geostress increases, the axial damage length at both the casing-cement sheath interface and the cement sheath-formation interface decreases, though with distinct trends—exponential decay for the former and quadratic decline for the latter.
(4) Based on actual engineering cases, the research examined the impact of diverse cement slurry systems on bonding interface damage characteristics. It proposed an optimal cement slurry system scheme constrained by the impact of perforation penetration on bonding interface damage, recommending the use of elastic-ductile cement slurry in perforation operation sections to reduce damage to the bonding interface caused by perforation.