Effective control of shale swelling and lost circulation using drilling fluid is considered the dominant strategy for maintaining borehole stability, especially drilling operations in deep oil and gas wells. In this work, a hybrid silicate that contains lithium silicate and potassium methyl silicate (PMS) was employed as a film-forming additive to reduce shale hydration and filtration loss in the high-temperature drilling fluid. Scanning electron microscopy (SEM) results revealed that a dense quartz crystal film coating on the shale can be formed in a hybrid silicate solution when the temperature exceeds 150 °C. The in situ-formed film on the shale surface with a thickness of 60–130 μm was composed of fibrous crystalline silica. Furthermore, the aqueous hybrid silicate exhibited enhanced hydration inhibition ability by preventing water invasion of the formation. Aqueous hybrid silicate with a concentration of 0.5–3 wt % lithium silicate and 0.1–0.2 mol/L PMS was first chosen to obtain the optimum concentration according to the hydration inhibition ability and film formation characteristics. The hybrid silicate was added into a drilling fluid formulation applicable in high-pressure and high-temperature conditions, and the rheological characteristics and filtration properties were investigated. The results confirmed that drilling fluids with the addition of hybrid silicate can mitigate variation of viscosity and yield point before and after aging at 180 and 220 °C. Besides, the filtration behavior was also improved by adding hybrid silicate into the drilling fluid. A lower filtration loss was observed at the concentration of 1.0 wt % lithium silicate and 0.2 mol/L potassium methyl silicate, which showed 63 and 50% HPHT fluid loss reduction for unweighted and weighted formulations at 205 °C and 3.5 MPa, respectively. In addition, the drilling fluid featured stable rheological and filtration properties and excellent shale hydration inhibition characteristics when exposed to high temperatures, making it a promising candidate for drilling in deep oil and gas wells.

Sodium alginate bio-polymer exhibits better rheology regulation and fluid loss control performance upon salt contamination, thus confers practical applicability that could extend to the preparation of saltwater-based and inhibitive drilling fluids.

Wettability alteration of the shale surface is a potential strategy to address wellbore instability issues arising from shale hydration. In this study, we have explored an oil-in-water (o/w) nanoemulsion, in which soluble silicate (lithium silicate and potassium methyl silicate) as the aqueous phase and organosilanes (3-methacryloxypropyltrimethoxysilane (KH570) and n-octyltriethoxysilane (n-OTES)) as the oil phase, as a shale inhibitor via forming a hydrophobic “artificial borehole shield” in situ on shale surfaces to maintain wellbore stability in high-temperature drilling operations. The shale dispersion test showed the highest shale recovery of nanoemulsion was up to 106.4% compared to that of water (20%), and recovered shale cuttings remained at the original integrity after hot rolling at 180 °C, indicating superior inhibition performance and resistance to elevated temperatures. Moreover, recovered shale cuttings manifested water repellency upon reimmersion in water, ascribed to the hydrophobic film, preventing water from permeating into the shale. The results of the contact angle measurement elucidated that the film wettability, from hydrophilic to superhydrophobic (ranging from 9.6–154°), can be achieved by altering the n-OTES-to-KH570 weight ratio from 0.2 to 2.25, and the film with the highest hydrophobicity (154°) and the lowest surface energy (3.17 mJ·m–2) can be obtained at a ratio of 1.3. Scanning electron microscopy images demonstrated that the superhydrophobic film was composed of tightly stacked reticulate nanofilaments with a diameter of 7–17 nm and several micrometers in length and overlapped well-distributed nanospheres with a diameter of 30 nm. X-ray diffraction and Fourier transform infrared spectroscopy confirmed the film was crystalline silica grafted with long-chain alkylsiloxane. It is assumed that the unique micronanostructure combined with the siloxane modification contributed to the hydrophobicity. Consequently, this study provides a potential alternative solution for wellbore stabilization in deep well drilling engineering by employing nanoemulsion as a shale hydration inhibitor via forming a protective film with controllable wettability. Furthermore, it can be conferred a practical application due to easily available, less hazardous, and cost-effective materials.