Introduction

Unconventional oil and gas have significantly changed the world energy supply market, like shale/tight gas and oil (Al-Fatlawi 2018; Wang et al. 2016a, b; Yang et al. 2019; Zhang et al. 2017), coal bed methane (Al-Jubori et al 2009; Talapatra et al. 2020), heavy oil (Temizel et al. 2018; Ghalenavi et al. 2020), geothermal energy (Austin Anderson & Behnaz Rezaie 2019; Sui et al. 2018) and even gas hydrate (Li et al. 2020; Lu et al. 2018; Sadeq et al. 2020). Also, current low oil and gas price demand higher production efficiency to reduce cost. In these two aspects, horizontal well is one of the key technologies in order to increase the well productivity (Al-Fatlawi et al. 2019; Alzahabi & Soliman 2018; Olabode et al. 2020; Ma et al. 2020). For the horizontal extension length, mechanical and hydraulic are two restricted factors (Li et al. 2016a). Mechanical factor requires the torque of drilling rig overcomes the drilling string friction torque while the drilling pipe needs to prevent buckle or self-lock. Many related technologies are developed to solve the mechanical limitation, like advanced drilling equipment, low friction drilling fluid and friction reduce tool (Barton et al. 2011; Dong et al. 2015; Wang et al. 2016a, b).

At the same time, a lot work has been done to study the hydraulic factors. As shown in Fig. 1, mathematical models were established based on different engineering background, like, drilling mud window (Li and Gao 2019), shale gas well (Li et al. 2016c), gas drilling (Jiang 2014), deep formation (Xu et al. 2012) and offshore well (Li et al. 2019). All the available researches comply with the principle that the well bottom pressure should be lower than formation fracture pressure and higher than formation pressure. Part of the models took hole cleaning into account while some did not. Some influencing factors were also analyzed, including drilling mud properties, pump pressure, annular pressure drop and rate of penetration. However, to get clear understanding of the extreme hydraulic extension length, it is still necessary to comprehensively analyze the impact of key influencing factors. Therefore, further research is also needed. Among the influencing factors, formation properties and well structure cannot be ignored. To be as comprehensive as possible, the analysis in this paper considers not only traditional influencing factors, like formation pressure or fracture pressure and drilling bit parameters, but also other important factors, including cutting particle size, wellbore diameter and cross section, hoping to provide some advises for field application.

Fig. 1
figure 1

Sketch map of extreme hydraulic extension length of horizontal well

Therefore, this paper is devoted to analyze the impact of formation properties and well structure on the extreme hydraulic extension length of horizontal well. First, the basic principle is proposed to establish the mathematical model, which is defined by minimum cutting-carry pump rate, bottom hole pressure, pump pressure, drilling fluid circulation pressure loss and formation pressure. Then, the calculation methods are provided to obtain the parameters used in the mathematical model. Finally, the sensitivity of influencing factors is evaluated and some advises are proposed to support field operation, including formation pressure and fracture pressure, cutting particle size, wellbore diameter, drilling bit parameter and well cross section.

Mathematical model

Generally, hydraulic parameters should satisfy two requirements: hole cleaning and pressure balance. For hole cleaning, cuttings are carried by drilling fluid to avoid cutting accumulation in wellbore. So, the drilling fluid pump rate should not be lower than minimum pump rate to carry cuttings. Otherwise, height of cutting bed will increase (Zhang et al. 2020), leading to drilling string stuck, increase in friction and circulation pressure loss. For pressure balance, wellbore bottom pressure should be higher than formation pressure and collapse pressure. While bottom pressure should be lower than formation fracture pressure, in order to keep wellbore stability and prevent gas kick or drilling fluid leakage. Moreover, pump pressure should be higher than the circulation pressure loss of drilling fluid. Assuming there is no natural fracture in the formation and it is overbalanced drilling, the above requirements can be expressed as Eq. (1):

$$\left\{ \begin{gathered} Q \ge Q_{{{\text{cm}}}} \hfill \\ {\text{max}}\left( {p_{{\text{p}}} ,p_{{\text{c}}} } \right) \le p_{{{\text{bh}}}} \le p_{{\text{f}}} \hfill \\ \Delta p_{{\text{L}}} \le p_{{{\text{pw}}}} \hfill \\ \end{gathered} \right.$$
(1)

where pp-formation pressure, MPa; Q-drilling fluid pump rate, L/s; Qcm-minimum pump rate to carry cuttings, L/s; pf-formation fracture pressure, MPa; pc-formation collapse pressure, MPa, pbh-wellbore bottom pressure, MPa; ∆pL-total circulation pressure loss, MPa; ppw-pump pressure, MPa.

In Eq. (1), both wellbore bottom pressure and total circulation pressure loss are related to drilling fluid pump rate and horizontal extension length. As shown in Fig. 2, minimum cutting-carry pump rate is determined by acceptable cutting bed height and required lifting efficiency. And then, two values of horizontal extension length can be obtained from Eq. (1). The hole cleaning meets the requirement when the drilling fluid pump rate is Qcm. and then the extreme hydraulic extension length can be defined as Eq. (2). Finally, this model can be used to analyze the imapct of formation properties and well structure, thus providing support and guidance based on the result and analysis.

$$L_{{\text{m}}} { = }\min (L_{{{\text{bh}}}} ,{\kern 1pt} {\kern 1pt} L_{{{\text{cl}}}} ){| }Q{ = }Q_{{{\text{cm}}}} {\kern 1pt}$$
(2)

where Lm-extreme hydraulic extension length of horizontal well, m; Lbh-horizontal extension length restricted by bottomhole pressure, m; Lcl-horizontal extension length restricted by total circulation pressure loss, m.

Fig.2
figure 2

Flowchart of the modeling analysis

Minimum pump rate to carry cuttings

Horizontal well has vertical and horizontal section. Moreover, wellbore diameter changes along the depth (Zhang et al. 2015), so different drilling fluid pump rates are required to carry cuttings in different well sections. To assure the hole cleaning, the largest pump rate is selected as the minimum pump rate to carry cuttings, as expressed by Eq. (3) and (4):

$$Q_{cm} = \max \left( {Q_{{{\text{c1}}}} ,Q_{{{\text{c2}}}} ......Q_{{{\text{c}}i}} } \right)$$
(3)
$$Q_{{\text{c}}} = 10^{ - 3} v_{{{\text{ac}}}} \frac{{\pi \left( {D^{2} - d_{{\text{o}}}^{2} } \right)}}{4}$$
(4)

where Qci-minimum pump rate to carry cuttings at ith well section, L/s; vac-minimum annular velocity to carry cuttings, m/s; D-wellbore diameter, mm; do-drilling string diameter, mm.

Well bottom pressure and circulation pressure loss

Drilling fluid flows inside drilling string and drilling bit, then flows back to ground through horizontal annulus and vertical annulus. According to U-pipe principle, well bottom pressure can be divided into four parts. First part is generated by hydrostatic fluid column. Second part is additional pressure caused by the velocity and density differences between cuttings and drilling fluid in the vertical well section (Liu et al. 2004). Third part is the annular pressure loss in horizontal well section. This part should consider the impact of cutting bed and drilling string eccentricity on the circulation pressure drop. The forth part is the annular pressure loss in other well section. Also, the well diameter may change, so the pressure drop per unit is different, which means annular pressure drop consist of several parts. Combining the above parts, well bottom pressure can be expressed by Eq. (5):

$$\begin{aligned} p_{{{\text{bh}}}} & = p_{{\text{h}}} + \Delta p_{{{\text{cs}}}} + p_{{{\text{ac}}}} + p_{{{\text{vc}}}} \\ {\kern 1pt} = 0.0098\rho_{{\text{f}}} h_{{\text{v}}} + \Delta p_{{{\text{cs}}}} + C_{{\text{b}}} \sum\limits_{i = 1}^{n} {\frac{{{\text{d}}p_{{{\text{a}}i}} }}{{{\text{d}}L}}} L_{i} + \sum\limits_{j = 1}^{m} {\frac{{{\text{d}}p_{{{\text{a}}j}} }}{{{\text{d}}L}}} L_{j} \\ \end{aligned}$$
(5)

where ph-pressure generated by hydrostatic fluid column, MPa; ∆pcs-additional pressure, MPa; pac-pressure loss in horizontal well section, MPa; pvc-pressure loss in other well section, MPa; ρf -density of drilling fluid, g/cm3; Cb-coefficient of horizontal annular circulation pressure drop, dimensionless; \(\frac{{{\text{d}}p_{{{\text{a}}i}} }}{{{\text{d}}L}}\)-annular pressure drop of jth vertical and inclined well section, MPa/m; Li-length of ith horizontal well section, m; \(\frac{{{\text{d}}p_{{{\text{a}}j}} }}{{{\text{d}}L}}\)-annular pressure drop of jth vertical well section, MPa/m; Lj-length of jth vertical well section, m; hv-vertical depth of wellbore, m.

Total circulation pressure drop consists of annular pressure loss, pressure loss inside drilling pipe, ground manifold pressure loss and drilling bit pressure loss, as expressed by Eq. (6):

$$\Delta pL = \Delta pg + \Delta pb + \left( {p_{{{\text{bh}}}} - p_{{\text{h}}} - \Delta p_{{{\text{cs}}}} } \right) + \Delta p{\text{d}}$$
(6)

where ∆pg-ground manifold pressure loss, MPa; ∆pb-drilling bit pressure loss, MPa; ∆pd-pressure loss inside drilling pipe, MPa.

Pressure loss of ground manifold can be obtained by ground test. Drilling bit pressure loss is expressed by Eq. (7):

$$\Delta p_{{\text{b}}} = \frac{{\rho_{{\text{f}}} Q^{{2}} }}{{2C^{2} A_{{\text{b}}}^{2} }}$$
(7)

where C-drilling Bit flow rate coefficient, dimensionless; Ab-drilling bit flow area, cm2.

Sensitivity analysis

A well is selected to analyze the influencing factors (Zhang et al., 2018). The basic calculation parameters are as shown in Table.1. In this study, the nominal pressure drilling pump is 25.5 MPa and nominal capacity is 44.98L/s.

Table 1 Basic calculation parameters

Impact of formation properties

Formation pressure

As shown in Fig. 3, the extreme hydraulic horizontal extension length decreases as the formation pressure increases. Meanwhile, the minimum pump rate decreases. This is because the drilling fluid density also increases in order to balance the formation pressure. As a result, the hydrostatic column pressure increases. For example, the hydrostatic column pressure increases from 29.34 MPa to 38.32 MPa when the drilling fluid density increases from 1.25 g/cm3 to 1.6 g/cm3. According to Eq. (10), this is obviously adverse to the extension of horizontal extension length. Heavier drilling fluid makes the well bottom pressure higher. This means the annular pressure drop should be lower in order to prevent well bottom pressure exceeding formation fracture pressure. As a result, the extension length should be reduced when the formation fracture pressure and well vertical depth do not change. In the field practice, high-pressure formation should be sealed to get longer horizontal extension ability.

Fig. 3
figure 3

Impact of formation pressure

Formation fracture pressure

As shown in Fig. 4, extreme hydraulic horizontal extension length increases as the formation fracture pressure increases. Therefore, the horizontal extension length would be reduced in the easy-leak formation. Moreover, the existence of natural fracture is also adverse for the extension of horizontal well, because natural fracture is easier for drilling fluid leakage even when the well bottom pressure is not higher than formation fracture pressure. Meanwhile, extreme horizontal extension length increases first and then becomes unchanged when the pump pressure is lower. As the horizontal length extends, the total circulation pressure loss also increases and finally exceeds the pump pressure. And then, the limited pump pressure restricts the extension of horizontal well, so the extension length does not change again.

Fig. 4
figure 4

Impact of formation fracture pressure

Impact of drilling bit parameters

Drilling bit diameter

As shown in Fig. 5, there is a peal value in the curve of extreme horizontal extension length. It increases first and then decreases as wellbore diameter increases. This is because extreme horizontal extension length is determined by well bottom pressure and formation fracture pressure determines before the peak value. Larger wellbore diameter brings lower annular pressure loss, so the horizontal extension length increases. After the peak value, the determinant factors become pump pressure and total circulation pressure drop. The decrease in annular pressure drop is not adequate to compensate the impact of higher minimum pump rate. This indicates the suitable combination of drilling string and wellbore can help to extend horizontal well section.

Fig. 5
figure 5

Impact of wellbore diameter

Flow rate coefficient and flow area

As shown in Fig. 6, extreme hydraulic horizontal extension length increases as the flow rate coefficient and flow area increase. However, the difference between maximum and minimum values in Fig. 7 is only 4.60%. According to Eqs. (6) and (7), drilling bit flow rate coefficient and flow area have impact on the extreme hydraulic horizontal extension length when the total circulation pressure and formation fracture pressure are the determinant factors. Considering the drilling bit parameters are important for rock breaking and cutting sweeping around drilling bit (Cao et al. 2019), it is not recommended to adjust the drilling bit parameters.

Fig. 6
figure 6

Impact of drilling bit parameters

Fig. 7
figure 7

Impact of cutting particle size

Impact of cuttings

Cutting particle size

As shown in Fig. 7, extreme hydraulic horizontal extension length increases first and then decreases as the cutting particle size increases. Meanwhile, the trend of minimum pump rate is opposite. This can be explained by the impact of cutting particle size on hole cleaning. In the horizontal well section, cutting particle is moved by drag forces, lifting forces and forces generated by fluid pressure gradients(Walker and Li 2000), which increases as the cutting particle size increases. So, smaller drilling fluid pump rate is needed to carry the cuttings. However, for vertical well section, the gravity of cutting particle increase as the size increases, so larger drilling pump rate is needed to carry the cuttings. As a result, the minimum cutting-carry pump rate is determined first by cutting bed height and then by cutting lifting efficiency as cutting size increases. The cutting size is related to the rate of penetration and rotation speed, so horizontal well section can extension longer by optimizing the rate of penetration and rotation speed.

Cutting bed height

Together with drilling string eccentricity, cutting bed height determines the cross section geometry of horizontal well. As shown in Fig. 8, it can be seen that extreme hydraulic horizontal extension length increases first and then decreases as the acceptable cutting bed height increases. As for the drilling string eccentricity, Fig. 8 can be divided into part A and part B. Extreme horizontal extension length increases in part A, but it increases first and then decreases in part B as the drilling string eccentricity increases. This indicates that the determinant factors are different under different combinations of cutting bed height and drilling string eccentricity.

Fig. 8
figure 8

Impact of cross section geometry of horizontal well

Table 2 and Fig. 9 provide the determinant factors. There are three combinations of the determinant factors. In the green area and blue area, the cutting-carry pump rate is determined by acceptable cutting bed height. In yellow area, the determinant factor is cutting lifting efficiency. Moreover, the factors to determine extreme hydraulic horizontal extension length also changes. In green area, the determinant factors are pump pressure and total circulation pressure loss. In blue area and yellow area, the factors change to well bottom pressure and formation fracture pressure.

Table 2 Combinations of the determinant factors
Fig. 9
figure 9

Colorful areas corresponding to combinations of the determinant factors

Summary and Conclusions

To analyze the impact of formation properties and well structures, a model is established by taking the hole cleaning, drilling pump condition and formation limitation into account. By this model, some new factors are analyzed, including cutting particle size, wellbore diameter and cross section. Based on the analysis, new understanding is obtained to provide support for the field application of horizontal well. The conclusions are as follows:

  • The horizontal well has stronger hydraulic extension ability in formation with high fracture pressure, but the pump pressure is still a restricted factor. Due to the heavier drilling fluid density caused by high formation pressure, extreme hydraulic horizontal extension length decreases. The horizontal extension length would be reduced by easy-leak formation or natural fracture. When the total circulation loss exceeds pump pressure, the extreme extension length is not impacted by formation fracture pressure. It is recommended to seal the formation with high-pressure or adopt under-balanced drilling.

  • Extreme horizontal extension length increases first and then decreases as the cutting particle size increases. As cutting particle size increases, the minimum cutting-carry pump rate of horizontal well section decreases, while the pump rate of vertical well increases. Therefore, the minimum cutting-carry pump rate is determined first by cutting bed height and then by cutting lifting efficiency, so there is an optimal cutting particle size for the extension of horizontal well. The cutting particle size can be optimized by the rate of penetration and rotation speed.

  • Extreme horizontal extension length increases first and then decreases as the drilling string diameter increase, so suitable combination of drilling string and wellbore can help to extend horizontal well extension length. The impact of drilling bit parameters is not so remarkable. Considering the demand of rock breaking and cutting sweeping around drilling bit, it is not recommended to adjust the drilling bit parameters.

  • The determinant factors of cutting-carry pump rate and extreme hydraulic horizontal extension length are different under different combinations of cutting bed height and drilling string eccentricity. Cutting bed height and drilling string eccentricity impact horizontal extension length by changing minimum cutting-carry pump rate and annular pressure drop. Under different combinations of above two parameters, minimum cutting-carry pump rate and horizontal extension length are determined by different factors and can be divided into three parts, including acceptable cutting bed height, cutting lifting efficiency, pump pressure and total circulation pressure loss, and well bottom pressure and formation fracture pressure

  • Further research is still necessary to improve this work. First, natural fracture is ignored, which would certainly change the formation fracture pressure, especially carbonate formation. Second, some of the equations in the model are empirical. Although empirical equations have been verified by experimental tests, it may also have unknown disadvantages in some situations. Third, some limitations are worthy to continue studying. Other types of drilling method should be considered, such as gas drilling and managed pressure drilling. The extension ability should take the downhole motor or other downhole tools into account, such as cutting-carry tool and rotary steering.