石油学报 ›› 2026, Vol. 47 ›› Issue (7): 1518-1530.DOI: 10.7623/syxb202607013

• 石油工程 • 上一篇    

基于地层与井筒耦合流动响应特征的溢流早期监测方法

李昊1,2, 路建社1,2, 孙宝江1,2, 任美鹏3, 王春生4, 张耀明4, 殷志明3, 李秀彬5   

  1. 1. 深层油气全国重点实验室(中国石油大学(华东)) 山东青岛 266580;
    2. 中国石油大学(华东)石油工程学院 山东青岛 266580;
    3. 中海油研究总院有限责任公司 北京 100027;
    4. 中国石油塔里木油田公司油气工艺研究院 新疆库尔勒 841004;
    5. 中国石油集团西部钻探工程有限公司地质研究院 新疆克拉玛依 834000
  • 收稿日期:2025-07-16 修回日期:2026-04-28 发布日期:2026-08-04
  • 通讯作者: 孙宝江,男,1963年11月生,1999年获北京大学流体力学专业博士学位,现为中国石油大学(华东)石油工程学院教授,主要从事井筒多相流理论及应用、海洋油气工程领域的研究工作。Email:sunbj1128@vip.126.com
  • 作者简介:李昊,男,1978年2月生,2010年获中国石油大学(华东)油气井工程专业博士学位,现为中国石油大学(华东)石油工程学院副教授,主要从事油气井流体力学与工程、海洋油气工程领域的研究工作。Email:upc-lihao@upc.edu.cn
  • 基金资助:
    国家重点研发计划项目(2024YFC3014003)、高技术船舶科研项目(CBG2N21-4-2-4)和国家自然科学基金项目(No.52288101)资助。

An early kick detection method based on coupled formation-wellbore flow response characteristics

Li Hao1,2, Lu Jianshe1,2, Sun Baojiang1,2, Ren Meipeng3, Wang Chunsheng4, Zhang Yaoming4, Yin Zhiming3, Li Xiubin5   

  1. 1. State Key Laboratory of Deep Oil and Gas, China University of Petroleum (East China), Shandong Qingdao 266580, China;
    2. School of Petroleum Engineering, China University of Petroleum, Shandong Qingdao 266580, China;
    3. CNOOC Research Institute Co., Ltd., Beijing 100027, China;
    4. Oil and Gas Technology Research Institute, PetroChina Tarim Oilfield Company, Xinjiang Korla 841004, China;
    5. Geological Research Institute, CNPC Xibu Drilling Engineering Company Limited, Xinjiang Karamay 834000, China
  • Received:2025-07-16 Revised:2026-04-28 Published:2026-08-04

摘要: 溢流的早期监测是保障钻井作业安全高效进行的前提条件。针对当前溢流监测研究仅关注地层流体侵入后在井筒内的运移滑脱对井筒流动状态的影响而忽略侵入过程本身对井筒流动状态的影响所导致的监测滞后性问题,通过开展测井、录井参数的溢流响应特征实验研究,揭示了溢流初期地层与井筒耦合流动过程中地层流体侵入对井底压力、立压、泥浆池液面、套压等测、录井多参数的影响机制,发现了地层流体侵入期间井底压力和立压呈现出的"先增后降"响应规律。考虑地层流体侵入对立压、出口流量、泥浆池增量等流动参数的扰动机制,引入扩展Kalman滤波(EKF)预测方法,建立了由地层—井筒耦合流动系统状态方程和观测方程组成的溢流早期监测多输入—多输出系统状态表征模型,提出了基于地层与井筒耦合流动响应特征的溢流早期监测方法。利用实验数据和钻井现场实测数据对该模型的有效性进行了评价,结果表明:该模型能够敏锐捕捉早期压力扰动,并将其转化为对泥浆池增量 演变趋势的实时预测。科学实验井实验条件下,提出的溢流早期监测方法的预警时间较泥浆池增量监测方法平均提前24.1 s; 实钻数据条件下,模型溢流发现时间较传统泥浆池增量监测方法提前了21 min,有效解决了钻进期间溢流早期识别难题,为保障钻井安全提供了理论和技术支撑。

关键词: 溢流早期监测, 溢流响应特征, 井筒与地层耦合, 扩展Kalman滤波, 井控安全

Abstract: Early kick detection is a fundamental prerequisite for ensuring the safety and efficiency of drilling operations. Current research on kick monitoring primarily focuses on how the post-intrusion migration and slippage of formation fluids alter wellbore flow dynamics, while neglecting the influence of the intrusion process itself. This oversight contributes significantly to detection lag. Through experimental investigations of the logging and mud-logging parameter responses, this study elucidates the mechanisms by which formation fluid intrusion influences multiple parameters, including bottomhole pressure, standpipe pressure, pit level, and casing pressure, during the coupled formation-wellbore flow process at kick onset. The findings reveal a distinct response pattern of initial increase followed by a subsequent decrease in both bottomhole and standpipe pressures during formation fluid intrusion. By incorporating the perturbation mechanisms of formation fluid intrusion on flow parameters—such as standpipe pressure, outlet flow rate, and pit gain—this study introduces an Extended Kalman Filter (EKF) predictive approach to establish a multi-input-multi-output (MIMO) system state characterization model for early kick detection. This model comprises state and observation equations derived from the coupled formation-wellbore flow system. Based on this framework, an early kick detection methodology centered on coupled flow response characteristics was proposed. The efficacy of the developed model was rigorously evaluated and validated using both experimental datasets and field-measured drilling data. The results demonstrate that the model effectively captures subtle early pressure perturbations and translates them into real-time predictions of the pit gain evolutionary trends. Under scientific experimental well conditions, the proposed early kick detection method achieved a warning lead time averaging 24.1 seconds ahead of conventional pit gain monitoring. When applied to field drilling datasets, the model detected the kick 21 minutes earlier than traditional pit gain methods. This approach effectively addresses early kick identification challenges during drilling operations, providing significant theoretical and technical support for ensuring drilling safety.

Key words: early monitoring of kick, kick response characteristics, wellbore-formation coupling, extended Kalman filter, well control safety

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