Discrete element method for investigating the borehole wall rock failure process based on the enhancement effect of microbial drilling fluids
Zehua Du , Zhijun Li , Yanyan Huang , Jianhua Yue , Zhuyi Liao , Xiang Yang , Sheng Wang
Petroleum ›› 2026, Vol. 12 ›› Issue (3) : 394 -405.
Borehole wall instability in unconsolidated formations is a critical challenge in drilling engineering and requires urgent attention. Microbially induced calcium carbonate precipitation (MICP) is a promising solution for reinforcing unstable formations. However, the microscopic mechanisms responsible for borehole wall re-failure after MICP treatment remain unclear. The discrete element method (DEM) model provides an effective means for investigating such processes. In this study, a DEM model was created using vaterite, a form of calcium carbonate, to simulate the compressive failure process under unconfined conditions. During the simulations, the stress, strain, discrete fracture networks (DFN), fragment count, coordination number, contact number, average normal contact force, and bond breakage of the specimens were recorded to understand the microscopic behavior of core failure after MICP enhancement by microbial drilling fluids. The simulation results showed that the proposed DEM model can effectively simulate the failure behavior of cores post-MICP enhancement using microbial drilling fluids. As the calcium carbonate content increased, the peak strength occurred at a larger strain. Furthermore, the peak strength itself increased, and the brittleness of the specimens became more pronounced. The reduction in specimen strength was primarily attributed to the development of DFN and breakage of vaterite–sand particle bonds. Moreover, more concentrated and frequent DFN corresponded to a more rapid decline in the strength of the specimen. The tensile stress at the vaterite–sand and vaterite–vaterite contacts played a crucial role in maintaining the strength of the core specimen, and specimens with a greater number of uniformly distributed contacts showed improved core strength. This study provides new insights into the failure mechanisms of microbial drilling of fluid-enhanced sand in unconsolidated formations.
MICP / DEM / Microbial drilling fluid / Vaterite / Unconfined compressive test
| [1] |
Z. Qiu, J. Li, Z. Shen, A new method for evaluating the water sensitivity of mud shale-specific hydrophilicity method, Oil Drill Prod. Technol. 21 (1999) 1-6, https://doi.org/10.13639/j.odpt.1999.02.001. |
| [2] |
J. Hu, S. Tao, W. Ji, Borehole wall stability technology in broken formation and the practice, Drill Eng. 38 (9) (2011) 30-32, https://doi.org/10.3969/j.issn.1672-7428.2011.09.011. |
| [3] |
H. Liu, P. Xiao, Y. Xiao, J. Chu, State-of-the-art review of biogeotechnology and its engineering applications, J. Civ. Environ. Eng. 41 (1) (2019) 1-14, https://doi.org/10.11835/j.issn.2096-6717.2019.001. |
| [4] |
G. Ma, Y. Xiao, W. Fan, J. Chu, H. Liu, Mechanical properties of biocement formed by microbially induced carbonate precipitation, Acta Geotech. 17 (11) (2022) 4905-4919, https://doi.org/10.1007/s11440-022-01584-8. |
| [5] |
Z. Li, J. Chen, G. Zhao, H. Xiang, K. Liu, Effect and mechanism of microbial solid-free drilling fluid for borehole wall enhancement, J. Petrol. Sci. Eng. 208 (2022) 109705, https://doi.org/10.1016/j.petrol.2021.109705. |
| [6] |
Z. Li, G. Zhao, H. Xiang, Z. Du, J. Chen, K. Liu, Preliminary study on wall enhancing and mechanism of microbe-CMC solid-free drilling fluid. Geological Society of China, in: Proceedings of the 21st Annual National Conference on Prospecting Engineering, Datong, Shanxi, China, 2021, pp. 261-265, https://doi.org/10.26914/c.cnkihy.2021.022286. |
| [7] |
H. Fu, X. Zhao, On the influencing factors of ground temperature gradient-Taking Hu Xiang in Shangqiu area as an example, Energy Environ. 4 (2019) 104-106, https://doi.org/10.3969/j.issn.1672-9064.2019.04.048. |
| [8] |
D. Liu, J. Huang, R. Wang, W. Li, The factors affecting the pH of drilling fluids, Oilfield Chem. 91 (1) (2007) 1-4 + 29, https://doi.org/10.19346/j.cnki.1000-4092.2007.01.001. |
| [9] |
Z. Li, L. Huo, J. Zhi, S. Zhang, X. Wu, Growth kinetics of Bacillus pasteurii in xanthan gum solid-free drilling fluid at different temperatures, Geoenergy Sci. Eng. 223 (2023) 211482, https://doi.org/10.1016/J.GEOEN.2023.211482. |
| [10] |
G. Ma, Q. Fang, Y. Xiao, J. Chu, H. Liu, Microscopic investigation on bonding fracture of biocemented sand from novel in situ Brazil splitting tests , Acta Geotech. 17 (11) (2022) 4935-4951, https://doi.org/10.1007/s11440-022-01682-7. |
| [11] |
G. Ma, Y. Xiao, J. Chu, Z. Yin, B. Zhou, H. Liu, Pore-scale investigation of MICP in simplified pore structures through microfluidic tests, Water Resour. Res. 61 (2) (2025), https://doi.org/10.1029/2024WR037807. |
| [12] |
L. Wang, J. Frost, J. Lai, Three-dimensional digital representation of granular material microstructure from X-ray tomography imaging, J. Comput. Civ. Eng. 18 (1) (2004) 28-35, https://doi.org/10.1061/(ASCE)0887-3801(2004)18:1(28). |
| [13] |
Y. Wang, C. Konstantinou, K. Soga, G. Biscontin, A. Kabla, Use of microfluidic experiments to optimize MICP treatment protocols for effective strength enhancement of MICP-treated sandy soils, Acta Geotech. 17 (9) (2022) 3817-3838, https://doi.org/10.1007/S11440-022-01478-9. |
| [14] |
Y. Xiao, W. Xiao, H. Wu, Y. Liu, H. Liu, Fracture of interparticle MICP bonds under compression, Int. J. GeoMech. 23 (3) (2023), https://doi.org/10.1061/IJGNAI.GMENG-8282. |
| [15] |
Z. Yan, S. Hara, N. Shikazono, Towards a realistic prediction of sintering of solid oxide fuel cell electrodes: from tomography to discrete element and kinetic Monte Carlo simulations, Scr. Mater. 146 (2018) 31-35, https://doi.org/10.1016/j.scriptamat.2017.10.035. |
| [16] |
B. Yang, C. Xu, H. Zhang, Y. Guo, J. Yang, Y. Li, J. Zhao, Research progress on mechanism of wellbore instability in deep fractured formations and related countermeasures, Acta Petrol. Sin. 45 (5) (2024) 1-14. https://link.cnki.net/urlid/11.2128.TE.20240416.1633.004. |
| [17] |
Y. Liu, F. Dai, A review of experimental and theoretical research on the deformation and failure behavior of rocks subjected to cyclic loading, J. Rock Mech. Geotech. Eng. 13 (5) (2021) 1203-1230, https://doi.org/10.1016/J.JRMGE.2021.03.012. |
| [18] |
H. Wu, W. Wu, W. Liang, F. Dai, H. Liu, Y. Xiao, 3D DEM modeling of bio-cemented sand with fines as cementing agents, Int. J. Numer. Anal. Model. 47 (2) (2023) 212-240, https://doi.org/10.1029/2024WR037807. |
| [19] |
C. Xie, X. Tian, F. Wang, Z. Liang, B. Yang, H. Dai, Application research status of discrete element method in ore crushing, Conserv. Util. Miner. Resour. 44 (1) (2024) 126-134, https://doi.org/10.13779/j.cnki.issn1001-0076.2024.01.015. |
| [20] |
J. Riera, L. Miguel, I. Iturrioz, Evaluation of the discrete element method (DEM) and of the experimental evidence on concrete behaviour under static 3D compression, Fatig. Fract. Eng. Mater. Struct. 39 (11) (2016) 1366-1378, https://doi.org/10.1111/ffe.12453. |
| [21] |
M. Nitka, Static and dynamic concrete calculations: breakable aggregates in DEM model, J. Build. Eng. 89 (2024) 109006, https://doi.org/10.1016/J.JOBE.2024.109006. |
| [22] |
Y. Yan, L. Zhang, X. Luo, R. Zhang, Q. Zeng, S. Jiang, Effects of grain crushing, ductile grain deformation, and grain packing texture on sandstone compaction: implications from DEM numerical simulations, Geoenergy Sci. Eng. 237 (2024) 212803, https://doi.org/10.1016/J.GEOEN.2024.212803. |
| [23] |
A. Khoubani, T.M. Evans, B. Montoya, Particulate simulations of triaxial tests on bio-cemented sand using a new cementation model, Geo-Chicago Sustainability and Resiliency in Geotechnical, Engineering (2016) 84-93, https://doi.org/10.1061/9780784480120.010. |
| [24] |
K. Feng, B. Montoya, T. Evans, Discrete element method simulations of bio-cemented sands, Comput. Geotech. 85 (2017) 139-150, https://doi.org/10.1016/j.compgeo.2016.12.028. |
| [25] |
P. Yang, E. Kavazanjian, N. Neithalath, Particle-scale mechanisms in undrained triaxial compression of biocemented sands: insights from 3D DEM simulations with flexible boundary, Int. J. GeoMech. 19 (4) (2019) 4019009, https://doi.org/10.1061/(ASCE)GM.1943-5622.0001346, 04019009. |
| [26] |
L. Gong, L. Liu, Y. Xu, S. Zhu, T. Hao, A discrete element simulation considering calcite crystal shape to investigate the mechanical behaviors of bio-cemented sands, Constr. Build. Mater. 368 (2023) 130398, https://doi.org/10.1016/J.CONBUILDMAT.2023.130398. |
| [27] |
J. Bardet, Observations on the effects of particle rotations on the failure of idealized granular materials, Mech. Mater. 18 (2) (1994) 159-182, https://doi.org/10.1016/0167-6636(94)00006-9. |
| [28] |
L. Cui, C. O’Sullivan, Exploring the macro- and micro-scale response of an idealised granular material in the direct shear apparatus, Geotechnique 56 (7) (2006) 455-468, https://doi.org/10.1680/geot.56.7.455. |
| [29] |
D. Jacobson, J. Valdes, T. Evans, A numerical view into direct shear specimen size effects, Geotech. Test. J. 30 (6) (2007) 512-516, https://doi.org/10.1520/GTJ100923. |
| [30] |
N. Belheine, J. Plassiard, F. Donzé, F. Darve, A. Seridi, Numerical simulation of drained triaxial test using 3D discrete element modeling, Comput. Geotech. 36 (1-2) (2009) 320-331, https://doi.org/10.1016/j.compgeo.2008.02.003. |
| [31] |
T. Evans, J. Valdes, The microstructure of particulate mixtures in one-dimensional compression: numerical studies, Granul. Matter 13 (5) (2011) 657-669, https://doi.org/10.1007/s10035-011-0278-z. |
| [32] |
D. Liu, Study on macro-meso Mechanism and Road Performance of MICP Combined with Bentonite Solidified Sand, 2023 (Masters Dissertation). |
| [33] |
Y. Wang, C. Konstantinou, K. Soga, J. DeJong, G. Biscontin, A. Kabla, Enhancing strength of MICP-treated sandy soils: from micro to macro scale, arXiv (2020), https://doi.org/10.48550/arXiv.2006.15760. |
| [34] |
L. Xie, J. Zhou, L. Shen, Y. Ji, W. Li, Y. Cheng, Discrete element study on mechanical properties of MICP-treated sand under triaxial compression, J. Mar. Sci. Eng. 12 (9) (2024) 1503, https://doi.org/10.3390/jmse12091503. |
| [35] |
R. Wang, W. Cao, J. Zhang, Dependency of dilatancy ratio on fabric anisotropy in granular materials, J. Eng. Mech. 145 (10) (2019) 4019076, https://doi.org/10.1061/(ASCE)EM.1943-7889.0001660, 04019076. |
| [36] |
M. Szeląg, Evaluation of cracking patterns in cement composites-from basics to advances: a review, Materials 13 (11) (2020) 2490, https://doi.org/10.3390/ma13112490. |
/
| 〈 |
|
〉 |