Skip to main content

Thank you for visiting nature.com. You are using a browser version with limited support for CSS. To obtain the best experience, we recommend you use a more up to date browser (or turn off compatibility mode in Internet Explorer). In the meantime, to ensure continued support, we are displaying the site without styles and JavaScript.

Advertisement

Scientific Reports
  • View all journals
  • Search
  • My Account Login
  • Content Explore content
  • About the journal
  • Publish with us
  • Sign up for alerts
  • RSS feed
  1. nature
  2. scientific reports
  3. articles
  4. article
Study on the influence of time-varying characteristics of mud cake on the safe density window of drilling fluid
Download PDF
Download PDF
  • Article
  • Open access
  • Published: 24 March 2026

Study on the influence of time-varying characteristics of mud cake on the safe density window of drilling fluid

  • Jianwei Zhang1,2,3,
  • Siyu Tian1,
  • Fuping Feng1,2,3,
  • Lei Qiao4,
  • Jiping Ding4,
  • Donglin Yang1,
  • Xiang Wang1,
  • Qi Liu1 &
  • …
  • Yabo Zhang1 

Scientific Reports , Article number:  (2026) Cite this article

  • 295 Accesses

  • Metrics details

We are providing an unedited version of this manuscript to give early access to its findings. Before final publication, the manuscript will undergo further editing. Please note there may be errors present which affect the content, and all legal disclaimers apply.

Subjects

  • Engineering
  • Natural hazards
  • Solid Earth sciences

Abstract

During overbalanced drilling, the presence of mud cake can effectively reduce the pressure of fluid in the well on the wellbore. However, the existing wellbore stability models mostly ignore the pressure loss caused by mud cake, which leads to the deviation of the safe density window of drilling fluid. Therefore, a time-dependent model of physical parameters of mud cake is introduced in this study. By coupling this model with seepage theory, the changes of pore pressure and water saturation near the wellbore during the dynamic generation of mud cake are analyzed, and then the wellbore instability model is reconstructed by considering the double influence of mud cake on the stress around the wellbore and the mechanical parameters of rock. The results show that with the continuous generation of mud cake, the effective pressure difference of shaft wall gradually decreases from the initial liquid column pressure and tends to be stable, and the deterioration degree of rock mechanical parameters decreases. After 30 h of drilling, the collapse pressure of the wellbore decreased from 1.42 g/cm3 to 1.33 g/cm3, while the fracture pressure increased from 1.71 g/cm3 to 1.87 g/cm3. The wellbore instability model considering mud cake proves that the drilling fluid system that is easy to form high-quality mud cake can expand the safe density window and achieve safe and efficient drilling with reduced density and increased drilling speed. This study provides a theoretical basis for determining the accurate safe density window of drilling fluid.

Similar content being viewed by others

Wellbore stability model for argillaceous limestone - claystone thin interbeds under synergistic effect of fluctuating pressure -hydration

Article Open access 29 November 2025

Mechanism of wellbore instability considering tubular-string contact with the wellbore wall

Article Open access 21 July 2025

Mathematical model of velocity and distribution law in gas lift reverse circulation well washing flow field for drilling shaft sinking

Article Open access 09 November 2024

Data availability

All data can be obtained from the corresponding author.

References

  1. Abousleiman, Y. & Ekbote, S. Solutions for the inclined wellbore in a por-othemmoelastic transversely isotropic medium. J. Appl. Mech. 72(1), 102–114 (2005).

    Google Scholar 

  2. Al-Tahini, A. M., Abousleiman, Y. N. & Brumley, J. L. Acoustic and Quasistatic Laboratory Measurement and Calibration of the Pore Pressure Prediction Coefficient in the Poroelastic Theory SPE-95825 (SPE, 2005).

  3. Detournay, E. & Cheng, A. D. Poroelastic Response of A Wellbore in A Non-hydrostaticStress Field. Intemational J. Rock. Mech. Min. Sci. &Geomechanics. 25, 171–182 (1988).

    Google Scholar 

  4. Liu, C., Han, Y., Phan, D. & Abousleiman, Y. Stress solutions for short-and long-termwellbore stability analysis. J. Nat. Gas Sci. Eng. 105, 104693 (2022).

    Google Scholar 

  5. Han, Y. & Liu, C. D. Phan. An integrative software platform to support drilling operations in troublesome formations. in Spe Middle East Oil and Gas Show and Conference D011S041R005 (2023).

  6. Tran, M. H., Abousleiman, Y. N. & Nguyen, V. X. The effects of filter-cake buildup and time-dependent properties on the stability of inclined wellbores. SPE J. 16(04), 1010–1028 (2011).

    Google Scholar 

  7. Fisher, K. A., Wakeman, R. J., Chiu, T. W. & Meuric, O. F. J. Numerical modeling of cake formation and fluid loss from non-Newtonian muds during drilling using eccentric/concentric drill strings with/without rotation. Chem. Eng. Res. Des. 78(5), 707–714 (2000).

    Google Scholar 

  8. Sepehrnoori, K., Proett, M. A. & Wu, J. The influence of water base mud properties and petrophysical parameters on mudcake growth, filtrate invasion, and formation pressure. Petrophysics 46(01), 14–32 (2005).

    Google Scholar 

  9. Salehi, S., Madani, S. A. & Kiran, R. Characterization of workover fluids filtration through integrated laboratory experiments and CFD modeling. J. Nat. Gas Sci. Eng. 29, 462–468 (2016).

    Google Scholar 

  10. Ma, T., Peng, N. & Chen, P. Filter cake formation process by involving the influence of solid particle size distribution in workover fluids. J. Nat. Gas Sci. Eng. 79, 103350 (2020).

    Google Scholar 

  11. Zinati, F. F., Farajzadeh, R., Currie, P. K. & Zitha, P. L. J. Modeling ofexternal filter cake build-up in radial geometry. Pet. Sci. Technol. 27(7), 746–763 (2009).

    Google Scholar 

  12. Tran, M. H., Abousleiman, Y. N. & Nguyen, V. X. The effects of filter-cake buildup and time-dependent properties on the stability ofinclined wellbores. SPEJ 16(04), 1–10 (2011).

    Google Scholar 

  13. Rudyak, V. Y. & Seryakov, A. V. Effect of nonuniform drill mud cakeon stress state of reservoir rocks. J. Min. Sci. 48(4), 636–641 (2012).

    Google Scholar 

  14. Feng, Y., Li, X. & Gray, K. E. An easy-to-implement numericalmethod for quantifying time-dependent mud cake effects on near.wellbore stresses.JPet. Sci. Eng. 164, 501–514 (2018a).

    Google Scholar 

  15. Li, X., Jaffal, H., Feng, Y., El Mohtar, C. & Gray, K. E. Wellborebreakouts: Mohr-Coulomb plastic rock deformation, fluid seepage, and time-dependent mudcake buildup. Nat. Gas Sci. Eng. 52, 515–528 (2018).

  16. Peng, N., Ma, T., Xu, H. & Liu, Y. Numerical modeling for drilling fluid invasion in a coupled wellbore–formation system. Phys. Fluids 37, 096606 (2025).

  17. Zhao, J. Y. Research on the damage law of aqueous phase trapping by cross-flow filtration of drilling fluid in tight gas reservoirs. Master’s thesis (Northeast Petroleum Universit., 2021).

  18. Bowker, K. A. Recent developments of the Barnett Shale play, Fort Worth Basin. W. Tex. Geol. Soc. Bull. 42(6), 4–11 (2003).

    Google Scholar 

  19. Qi, W. et al. Study on Stratigraphic Rock Characteristics and Wellbore Collapse Period in the Northern Jiangsu Basin. China Offshore Oil Gas. 36(06), 108–118 (2024).

    Google Scholar 

Download references

Acknowledgements

Please acknowledge anyone who contributed towards the research or manuscript but does not meet the criteria for authorship.

Funding

This research is supported by the national major coal and rock project, the project name is instability mechanism of coal and rock reservoir and excellent and fast drilling technology and equipment, and the number is 2025ZD1404205.

Author information

Authors and Affiliations

  1. Key Laboratory of Ministry of Education of China on Enhanced Oil and Gas Recovery, Northeast Petroleum University, Daqing, 163318, Heilongjiang, China

    Jianwei Zhang, Siyu Tian, Fuping Feng, Donglin Yang, Xiang Wang, Qi Liu & Yabo Zhang

  2. Key Laboratory of Reservoir Stimulation, National Petroleum Corporation, Daqing, 163311, Heilongjiang, China

    Jianwei Zhang & Fuping Feng

  3. State Key Laboratory of Continential Shale Oil, Northeast Petroleum University, Daqing, 163453, Heilongjiang, China

    Jianwei Zhang & Fuping Feng

  4. CNPC Engineering Technology R&D Company Limited, Beijing, 100097, China

    Lei Qiao & Jiping Ding

Authors
  1. Jianwei Zhang
    View author publications

    Search author on:PubMed Google Scholar

  2. Siyu Tian
    View author publications

    Search author on:PubMed Google Scholar

  3. Fuping Feng
    View author publications

    Search author on:PubMed Google Scholar

  4. Lei Qiao
    View author publications

    Search author on:PubMed Google Scholar

  5. Jiping Ding
    View author publications

    Search author on:PubMed Google Scholar

  6. Donglin Yang
    View author publications

    Search author on:PubMed Google Scholar

  7. Xiang Wang
    View author publications

    Search author on:PubMed Google Scholar

  8. Qi Liu
    View author publications

    Search author on:PubMed Google Scholar

  9. Yabo Zhang
    View author publications

    Search author on:PubMed Google Scholar

Contributions

Zhang Jianwei: conceptualization; writing– editing; Tian Siyu: writing – original draft preparation; Feng Fuping: project administration; Qiao Lei: project administration - validation; Ding Jiping: resources; Yang Donglin: data curation; Wang Xiang: validation;Liu Qi: validation; Zhang Yabo: validation.

Corresponding author

Correspondence to Donglin Yang.

Ethics declarations

Competing interests

The authors declare no competing interests.

Additional information

Publisher’s note

Springer Nature remains neutral with regard to jurisdictional claims in published maps and institutional affiliations.

Rights and permissions

Open Access This article is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License, which permits any non-commercial use, sharing, distribution and reproduction in any medium or format, as long as you give appropriate credit to the original author(s) and the source, provide a link to the Creative Commons licence, and indicate if you modified the licensed material. You do not have permission under this licence to share adapted material derived from this article or parts of it. The images or other third party material in this article are included in the article’s Creative Commons licence, unless indicated otherwise in a credit line to the material. If material is not included in the article’s Creative Commons licence and your intended use is not permitted by statutory regulation or exceeds the permitted use, you will need to obtain permission directly from the copyright holder. To view a copy of this licence, visit http://creativecommons.org/licenses/by-nc-nd/4.0/.

Reprints and permissions

About this article

Check for updates. Verify currency and authenticity via CrossMark

Cite this article

Zhang, J., Tian, S., Feng, F. et al. Study on the influence of time-varying characteristics of mud cake on the safe density window of drilling fluid. Sci Rep (2026). https://doi.org/10.1038/s41598-026-43575-9

Download citation

  • Received: 19 January 2026

  • Accepted: 05 March 2026

  • Published: 24 March 2026

  • DOI: https://doi.org/10.1038/s41598-026-43575-9

Share this article

Anyone you share the following link with will be able to read this content:

Sorry, a shareable link is not currently available for this article.

Provided by the Springer Nature SharedIt content-sharing initiative

Keywords

  • Drilling fluid invasion
  • Dynamic mud cake
  • Rock deterioration
  • Formation pressure
  • Safe density window of drilling fluid
Download PDF

Advertisement

Explore content

  • Research articles
  • News & Comment
  • Collections
  • Subjects
  • Follow us on Facebook
  • Follow us on X
  • Sign up for alerts
  • RSS feed

About the journal

  • About Scientific Reports
  • Contact
  • Journal policies
  • Guide to referees
  • Calls for Papers
  • Editor's Choice
  • Journal highlights
  • Open Access Fees and Funding

Publish with us

  • For authors
  • Language editing services
  • Open access funding
  • Submit manuscript

Search

Advanced search

Quick links

  • Explore articles by subject
  • Find a job
  • Guide to authors
  • Editorial policies

Scientific Reports (Sci Rep)

ISSN 2045-2322 (online)

nature.com footer links

About Nature Portfolio

  • About us
  • Press releases
  • Press office
  • Contact us

Discover content

  • Journals A-Z
  • Articles by subject
  • protocols.io
  • Nature Index

Publishing policies

  • Nature portfolio policies
  • Open access

Author & Researcher services

  • Reprints & permissions
  • Research data
  • Language editing
  • Scientific editing
  • Nature Masterclasses
  • Research Solutions

Libraries & institutions

  • Librarian service & tools
  • Librarian portal
  • Open research
  • Recommend to library

Advertising & partnerships

  • Advertising
  • Partnerships & Services
  • Media kits
  • Branded content

Professional development

  • Nature Awards
  • Nature Careers
  • Nature Conferences

Regional websites

  • Nature Africa
  • Nature China
  • Nature India
  • Nature Japan
  • Nature Middle East
  • Privacy Policy
  • Use of cookies
  • Legal notice
  • Accessibility statement
  • Terms & Conditions
  • Your US state privacy rights
Springer Nature

© 2026 Springer Nature Limited

Nature Briefing

Sign up for the Nature Briefing newsletter — what matters in science, free to your inbox daily.

Get the most important science stories of the day, free in your inbox. Sign up for Nature Briefing