A review of the critical conditions required for effective hole cleaning while horizontal drilling

Amir Shokry Youssef , Ahmed Abdulhamid Mahmoud , Salaheldin Elkatatny , Talal Al Shafloot

Petroleum ›› 2025, Vol. 11 ›› Issue (2) : 143 -157.

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Petroleum ›› 2025, Vol. 11 ›› Issue (2) :143 -157. DOI: 10.1016/j.petlm.2025.02.002
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A review of the critical conditions required for effective hole cleaning while horizontal drilling
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Abstract

Horizontal drilling has become increasingly prevalent in the oil and gas industry due to its potential for enhanced reservoir recovery and reduced environmental impact. However, effective hole cleaning remains a critical challenge in horizontal drilling operations directly impacting drilling efficiency and overall project economics. This review paper aims to comprehensively analyze the critical conditions required for effective hole cleaning in horizontal drilling operations. It investigates the mechanics of cuttings transport within horizontal wells, analyzing the forces at play and various flow patterns. It discusses different methodologies, including empirical correlations, experimental studies, machine learning models, and modeling techniques, used to assess hole cleaning efficiency. Drawing from literature, industry guidelines, and case studies, the study identifies key factors such as fluid properties, wellbore geometry, and drilling parameters influencing hole cleaning efficiency. Challenges such as low annular velocity and complex lithology are highlighted, alongside technological downhole tools innovations. By synthesizing these findings, the paper underscores the importance of addressing these challenges to optimize drilling performance. Serving as a valuable resource for engineers and researchers, it provides insights into optimization techniques and innovations to enhance drilling efficiency in horizontal wellbores, thus facilitating improved operational outcomes.

Keywords

Horizontal drilling / Hole cleaning / Cuttings transport / Flow patterns / Drilling parameters

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Amir Shokry Youssef, Ahmed Abdulhamid Mahmoud, Salaheldin Elkatatny, Talal Al Shafloot. A review of the critical conditions required for effective hole cleaning while horizontal drilling. Petroleum, 2025, 11(2): 143-157 DOI:10.1016/j.petlm.2025.02.002

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CRediT authorship contribution statement

Amir Shokry Youssef: Writing-original draft, Visualization, Resources, Methodology, Investigation, Formal analysis. Ahmed Abdulhamid Mahmoud: Writing-review & editing, Supervision, Resources, Methodology, Formal analysis, Conceptualization. Salaheldin Elkatatny: Writing-review & editing. Talal Al Shafloot: Writing-review & editing.

Funding

This research did not receive any specific grant from funding agencies in the public, commercial, or not-for-profit sectors.

Declaration of competing interest

The authors declare no conflict of interest.

Acknowledgements

The authors extend thanks to the College of Petroleum Engineering & Geosciences at King Fahd University of Petroleum & Minerals, Dhahran, Saudi Arabia for supporting this work.

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