3.1. Clay Mineral and Surface Structure Analysis of Coal Samples
- (1)
Reservoir Rock Clay Mineral Analysis
The samples from Daning block primarily consist of bright coal and vitrain, with the coal structure predominantly being primary structure coal. The organic matter content in the coal samples ranges from 90.2% to 96.5%; the average content reaches 93.8%. The contents of clay mineral range from 0.6% to 2.2%; the hydration expansibility of the coal is weak. The content of sulfide minerals ranges from 0.2% to 0.8%. The content of carbonate minerals ranges from 0.5% to 4.7%, with an average content of 1.5%. The content of silica ranges from 0.9% to 7.3%, then coal is brittle, as shown in
Table 1.
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X-ray diffraction analysis of coal rock
X-ray diffraction was used to study the crystal structure of rock samples, as shown in
Figure 1. The coal rock samples from the Daning block mainly contain quartz (25.9°), plagioclase (28.5°), calcite (28.8°), and dolomite (32.6°). The characteristic peak of quartz shows the largest peak area, indicating the content of quartz in the surface rock samples is the highest. The relative brittleness of the rock sample means that it is more prone to brittle fracturing under stress or even under minimal external forces, making it more likely to undergo brittle deformation during drilling, forming debris. This debris accumulates in fractures, pore throats, and other locations, thereby blocking gas flow channels and restricting gas movement [
12,
13].
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Surface morphology of coal rock
The surface morphology of coal rock in the Daning block was studied using a high-power metallographic microscope. It was found that the coal blocks exhibit endogenetic cleats, face cleats, “feather-like” microfractures (
Figure 2a,b), and “bulbous” pore throats. The scales of these fractures range from 1 to 15 μm. Additionally, there are irregular cavernous pore throats within the rock core (
Figure 2c,d), with the narrowest connection between pore throats being only 5 μm. Therefore, mineral particles with micron size would be carried by fluid, which can easily block these small pore throats, causing the fractures within the reservoir to form into narrow–long fractures. And the narrow–long fractures, due to their geometric shape and narrow dimensions, exhibit significant capillary forces. When fluid enters these fractures, the capillary forces draw the liquid into the fractures through imbibition, leading to localized liquid blockage, which leads to cumulative reservoir damage and affects gas well productivity. And the narrow–long fractures with strong capillary force can cause local liquid-blocking effects through imbibition, leading to cumulative reservoir damage and affecting gas well productivity [
14].
- (4)
Specific surface area and pore-size analysis of coal rock
Table 2 shows the specific surface area and pore-size analysis of the coal rock in the Daning block. The reservoir mainly consists of coal rock and shale. The specific surface area of the coal rock in the Daning block is relatively low, with a maximum of 0.282 m
2/g, and the average pore size is 12.7 nm. The specific surface area of shale in the Daning block is higher than that of coal rock, with an average pore size of about 5.96 nm. Generally, water imbibition is easily caused by the capillary [
15].
3.2. CBM Reservoir Damage Mechanisms
- (1)
Surface morphology change before and after hydration
The surface morphologies of coal rock before and after hydration were analyzed using scanning electron microscopy (SEM). Generally, the original morphology of coal surface exhibited abundant pores with a high surface roughness and microfractures (
Figure 3a). The microfractures between mineral crystals is filled by a small amount of clay and sand, and the irregular particles attached to the surface. After 16 h of immersion in water, the number of irregular particles on the coal block surface decreased, and the amount of small pores reduced; the sizes of pores shrank from 300 nm to 150 nm after hydration, as shown in
Figure 3f. This phenomenon is caused by the hydration expansion of clay minerals within coal pores, which further reduces the hydrated pore diameter and narrows the original gas flow channels, leading to changes in the pore structure. Additionally, some clay mineral particles may fracture and detach from the rock surface after hydration expansion. These fine particles tend to accumulate in the narrowed pore throats, forming localized blockages. The reduced pore diameter also increases capillary pressure, further exacerbating liquid retention within the pores and intensifying blockages in the gas flow channels, resulting in cumulative reservoir damage [
16,
17].
Reservoir damage in the Daning block caused by the invasion of the drilling fluid occurs in three stages: particle detached from the rock surface, particle transportation, and particles deposit and block pores. This is mainly due to the weak interaction between tiny mineral particles with the rock surface, making it easy for these particles to detach from the pore walls under the interaction of high-speed gas flow [
18]. Subsequently, the transported particles will block the pores under the influence of fluid movement, causing reservoir damage, as shown in
Figure 4.
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Swelling study of coal rock
Coal rock was ground to powder using a grinder with 300 mesh, and the powder sample was separately added to formation water and deionized water to investigate the swelling properties of coal rock and shale, as shown in
Figure 5. The swelling of coal rock from the Daning block in the formation water was minimal, while in deionized water, the swelling height of coal increased to 5 mm, indicating a certain degree of swelling. The swelling height of shale increased to 5.5 mm and 6 mm after soaking for 24 h in the formation water and deionized water, respectively. This is due to the hydration and swelling of clay minerals in the shale, increasing the interlayer spacing of the crystal layers [
19,
20].
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Sensitivity Analysis of Daning blocking
Water Sensitivity Evaluation: KCl solutions, KCl solutions with half the salinity of formation water, and distilled water were used as the experimental fluids to displace the rock core. The permeability under different fluids displacement was calculated. The experimental results showed that the water sensitivity of coal rock is strongly water-sensitive, as shown in
Table 3.
Acid Sensitivity Evaluation: Acid sensitivity refers to the phenomenon where acid entering the reservoir reacts with acid-sensitive minerals and reservoir fluids, producing precipitates or releasing particles, thereby changing the permeability of the reservoir. The pH value of formation water in the Daning block ranges from 4 to 6, exhibiting slight acidity. As shown in
Table 4, the damage degree of acid sensitivity ranges from 25.7% to 40.6%, indicating moderate to weak acid sensitivity.
After the injection of solid particles with the same concentration with different particle size, the permeability of coal cores showed different degrees of decrease, as shown in
Table 5. The permeability of coal sample Daning-8 with particle A has the lowest damage extent (38.3%), followed by that of coal sample Daning-10. The largest damage extent was caused by particle B in the Daning-9 sample, and the damage extent is as high as 53.8%.
Figure 6 shows the influence of HCl solution on the gas permeability of coal rock. The coal rock sample was treated in 10% HCl solution for 1 h; then the gas permeability of the sample increased by 8 to 12 times, indicating a significant improvement in reservoir permeability. According to the rock mineral analysis results, a large amount of calcite and other acid-reactive minerals filled the fractures in the coal rock. When immersed in the acid condition, calcite reacted with the acid, connecting the coal rock pores and fractures, significantly increasing permeability. However, some insoluble materials with micron size could block the pores during the displacement process.
Stress Sensitivity: Reservoir pressure changes with the continuous extraction of reservoir fluids, causing the effective stress change on reservoir rocks accordingly, leading to pore throat narrowing or fracture closure accompanied by certain irreversible deformation damage, thus reducing permeability [
21,
22]. As shown in
Figure 7a, with the increasing confining pressure, the permeability of the coal core decreased from 0.028 × 10
−3 μm
2 to 0.002 × 10
−3 μm
2; the maximum permeability damage rate ranged from 92.86% to 100%. When the confining pressure reduced to 3.5 MPa, the permeability damage rate of coal rock ranged from 32.14% to 42.55%, indicating the sample is of strong stress sensitivity. As shown in the figure, during the pressure increase stage, the permeability of coal samples decreased with the increase in net confining pressure, with the initial decrease being much larger than the later stage, indicating the sample is of strong stress sensitivity (
Figure 7b). During the pressure decrease stage, the permeability of coal increased with the reduction of net confining pressure, but it could not recover to the original permeability, indicating a moderate stress sensitivity due to irreversible permeability damage. Deep CEM reservoirs mainly consist of organic matter, clay minerals, calcite, and silica, and the development of microfractures. The deformation of clay minerals and microfractures is caused by the increased effective stress, which cannot return to the original state. Therefore, the drilling fluid density should be minimized to reduce the positive pressure differential between the drilling fluid column and the reservoir during the drilling in CBM reservoirs.
Proper control of drilling fluid density can prevent wellbore instability and reservoir damage while ensuring drilling safety. Maintaining the density within the window between formation pore pressure and fracture pressure helps avoid wellbore collapse and excessive fluid invasion, reducing pore blockage and permeability loss. In addition, strategies such as real-time monitoring and dynamic adjustment of drilling fluid density, as well as the introduction of anti-pollution and wettability-modifying agents, can further enhance reservoir protection.
3.3. Evaluation of Reservoir Protection Drilling Fluid
Based on the physical parameters of the deep CBM reservoir and potential reservoir damage analysis, the clay minerals in the Daning block are primarily kaolinite and illite–smectite mixed layers, which have certain hydration swelling properties. The coal is prone to spontaneous imbibition, resulting in liquid-blocking damage. Additionally, the reservoir rock exhibits water sensitivity, acid sensitivity, and stress sensitivity. Therefore, the drilling fluid for the deep CBM reservoir should be of good waterblocking prevention performance and compatibility with formation water.
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Wettability alternation performance of anti-waterblocking agent
As shown in
Figure 8, the contact angle of water droplets on the untreated coal sample surface is 25°. After treating the coal sample with different concentrations of the anti-waterblocking agent FSS solution, the contact angle of water on the core surface significantly increases. When the concentration of FSS is 1.0%, the contact angle of the water phase on the surface is 117°, indicating that the coal surface has changed from hydrophilic to hydrophobic, showing that the water phase is forming droplets on the coal surface. Therefore, FSS can achieve wettability alternation on the coal surface. This agent is a silicon-based surfactant; the Si-CH
3 group in the molecule structure plays a vital role in changing the surface wettability. The capillary force was altered from displacing force to resistance force, increasing the invasion difficulty of the liquid phase.
The experimental results shown in
Table 6 indicate that as the contact angle increases, the coal surface changes from hydrophilic to hydrophobic. This reduction in the coal surface’s ability to adsorb water is conducive to gas desorption.
Through single-factor evaluation experiments, the contact angle and surface tension of coal samples were measured under varying concentrations of the anti-waterblocking agent. By conducting a comprehensive analysis, the optimal concentration of the agent was determined, ensuring that the wettability and surface tension of the coal samples reached the most favorable conditions for reservoir performance.
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Effect of anti-waterblocking agent on spontaneous imbibition
Figure 9 shows the effect of the anti-waterblocking agent on the spontaneous imbibition. The water phase will spontaneously imbibe into the coal sample under capillary force. At the initial stage, the spontaneous water imbibition of coal significantly increased, reaching equilibrium after 200 min, and then the imbibition amount of water no longer increases. After adding FSS, the spontaneous imbibition amount of the coal decreases by 83.1%. Additionally, the spontaneous imbibition rate of the coal significantly decreases after adding FSS, showing a slow imbibition rate throughout the process. These experiments indicate that FSS can effectively reduce the imbibition of the water phase into the formation due to capillary force, thereby reducing the risk of waterblocking damage.
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Low surface tension
Figure 10 shows the effect of the anti-waterblocking agent on the surface tension of solution. The initial surface tension of pure water is 72.15 mN/m. When the concentration of the anti-waterblocking agent FSS is 0.1%, the surface tension of the solution drops to 35.2 mN/m. When the concentration of FSS is 0.2%, the surface tension drops to 31.42 mN/m. As the concentration of the anti-waterblocking agent increases, the surface tension of the solution gradually decreases. When the concentration reaches 1%, the surface tension of the phase drops to 26.58 mN/m. Compared to OP-10 and SDBS, the prepared FSS has a stronger surface activity. According to the Laplace equation, the capillary force in the pore throat is proportional to the surface tension of the liquid phase: the greater the capillary force, the higher the flow resistance of the liquid phase in the capillary [
23,
24]. Therefore, the prepared anti-waterblocking agent can significantly reduce the surface tension of the liquid phase, thereby reducing the capillary force and mitigating the degree of waterblocking damage to the reservoir.
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Permeability damage evaluation of coal sample
As shown in
Table 7, the initial gas permeability of the core was 0.003 × 10
−3 μm
2. After contamination with the formation water, the gas permeability was 0.0013 × 10
−3 μm
2, and the permeability recovery rate was only 56.6%, indicating the coal suffered severe waterblocking damage. Another sample had an initial gas permeability of 0.003 × 10
−3 μm
2; after treatment with 1% FSS solution, the gas permeability of which was 0.0024 × 10
−3 μm
2, the permeability recovery rate reached 80%, indicating the waterblocking damage was significantly reduced after treatment. Therefore, the prepared water-lock agent FSS can significantly restore reservoir permeability and effectively alleviate waterblocking damage.
- (5)
The reservoir protection performance of Drilling Fluid
Based on the anti-waterblocking agent, a water-based drilling fluid system suitable for the deep CBM reservoir was constructed by optimizing plugging agents and lubricants. The formula is 4% bentonite + 1.0% FSS-1 + 0.5% inhibitor + 2% nano plugging agent + 1% PAC-LV + 2% SPNH (weighted with barite to 1.3 g/cm³). The comprehensive performance was evaluated.
Figure 11 shows the effect of drilling fluid on the wettability of the sample. When the core was soaked in a 4% base slurry, the contact angle of the water phase on its surface is 23°, indicating the sample is of liquid wetting. After being treated by the optimized drilling fluid, the contact angle of the water phase on its surface reached 91°, showing good hydrophobicity.
As shown in
Figure 12, the volume of the sample rapidly expands when water contacts bentonite cores, and the linear expansion rate reached 57.1% after 16 h. The polyamine drilling fluid with strong inhibition and the optimized drilling fluid initially have a low expansion rate when contacting bentonite cores, but the linear expansion rate of the polyamine drilling fluid reached 19.53% after 16 h. The optimized reservoir protection drilling fluid did not show significant expansion when contacting bentonite cores; the linear expansion rate was only 9.3% after aging 16 h, a significant reduction compared to the 57.10% with distilled water that can be observed. And the optimized reservoir protection drilling fluid shows that its anti-collapse performance is also better than the polyamine drilling fluid, indicating that the optimized drilling fluid has good anti-collapse performance. By reducing the expansion rate, the optimized drilling fluid decreases the risk of pore throats and microfractures within the reservoir rock closing or becoming blocked, thereby maintaining the stability of the pore structure and enhancing the anti-collapse properties of the coal reservoir.
The sand bed plugging experiment can be used to demonstrate the macroscopical plugging ability of drilling fluid. By measuring the invasion depth of drilling fluid in the sand bed, the plugging ability of drilling fluid can be qualitatively evaluated. Quartz sand with 20–40 mesh was loaded into the cup of a portable non-permeable fluid loss tester to 180 mL, and then 250 mL drilling fluid was added in. Under a pressure of 0.69 MPa, the invasion depths of three different drilling fluid systems in the sand bed were tested, and the results are shown in
Table 8.
As shown in
Table 6, the invasion depths of the polyamine drilling fluid and silicate drilling fluid in the sand bed within 30 min were 20 mm and 17 mm under a pressure of 0.69 MPa, respectively. The invasion depth of the optimized drilling fluid system was only 7 mm under the same conditions; results show that the optimized drilling fluid is better than both of the polyamine and silicate drilling fluids. This indicates that all three drilling fluids are of certain plugging abilities, but the optimized drilling fluid exhibits a stronger plugging performance [
25]. The strong blocking capability helps prevent excessive invasion of the drilling fluid, reducing disturbances to the reservoir pore channels [
26,
27]. By forming a stable barrier layer, the drilling fluid effectively isolates excess fluid invasion, preventing the formation of irreversible blockages and thereby enhancing the stability of the reservoir.