In recent years, the lithologic traps in a mid-depth formation are the focus of oil or gas exploration and development for eastern oilfields in China. The Shahejie Formation develops thick hard brittle shale, and the wellbore instability problem is prominent due to obvious hydration effect for long immersion time during drilling. Through the analysis of laboratory tests and field test results of physical and chemical properties and microstructure and mechanical properties of hard brittle shale, the instability mechanism is discussed for the wellbore in the shale formation. To simulate the whole process of progressive collapse of a wellbore in a hard brittle shale formation, a coupled hydraulic-mechanical-chemical (HMC) model is developed and this model is compiled with ABAQUS software as the solver. Then the coupled HMC model is applied to simulate the progressive evolution process of wellbore collapse in a hard brittle shale formation, and the influence of different parameters on the progressive failure of the wellbore is analysed. The results show that the wellbore enlargement rate increases with the drilling fluid immersion time and the influence of different parameters on the wellbore enlargement rate is different. The water absorption diffusion coefficient and the activity of the drilling fluid have the most obvious influence on the expansion of the wellbore, and the sensitivity is strong. The permeability of shale has little effect on the wellbore enlargement rate. The calculated progressive failure process of the wellbore is basically consistent with that of the actual drilling.

Both overbalanced drilling and underbalanced drilling will lead to the change of pore pressure around wellbore. Existing research is generally based on hydraulic-mechanical (HM) coupling and assumes that pore pressure near the wellbore is initial formation pressure, which has great limitations. According to the coupled theory of mixtures for rock medium, a coupled thermal-hydraulic-mechanical (THM) model is proposed and derived, which is coded with MATLAB language and ABAQUS software as the solver. Then the wellbore stability is simulated with the proposed model by considering the drilling unloading, fluid flow, and thermal effects between the borehole and the formation. The effect of field coupling on pore pressure, stress redistribution, and temperature around a wellbore has been analyzed in detail. Through the study of wellbore stability in different conditions, it is found that (1) for overbalanced drilling, borehole with impermeable wall is more stable than that of ones with permeable wall and its stability can be improved by reducing the permeable ability of the wellbore wall; (2) for underbalanced drilling, the stability condition of permeable wellbore is much higher than that of impermeable wellbore; (3) the temperature has important influence on wellbore stability due to the variation of pore pressure and thermal stress; the wellbore stability can be improved with cooling drilling fluid for deep well. The present method can provide references for coupled thermal-hydraulic-mechanical-chemical (THMC) process analysis for wellbore.