Mechanical Strength Degradation in Deep Coal Seams Due to Drilling Fluid Invasion

With the rapid development of the coalbed methane (CBM) industry in China, coal seam No. 8 of the Benxi Formation in the Ordos Basin has emerged as a key target for CBM development due to its abundant deep reserves. However, wellbore instability during deep CBM extraction has become increasingly problematic, with the degradation of coal mechanical strength caused by drilling fluid invasion being identified as a critical factor affecting drilling safety and operational efficiency. This study focuses on coal seam No. 8 of the Benxi Formation in the Sulige Gas Field, Ordos Basin. Through experimental analyses of the coal’s mineral composition, microstructure, hydration expansion properties, and mechanical strength variations, the mechanism underlying drilling fluid invasion-induced mechanical strength degradation is elucidated. The experimental results reveal that coal seam No. 8 of the Benxi Formation exhibits a high carbon content and a low absolute clay mineral content (approximately 6.11%), with minimal expansive minerals (e.g., mixed-layer illite–smectite accounts for 26.4%). Consequently, the coal demonstrates a low linear expansion rate and weak hydration dispersion properties, indicating that hydration expansion is not the dominant mechanism driving mechanical strength degradation. However, drilling fluid invasion significantly reduced coal’s Young’s modulus (from 1988.1 MPa to 1676.1 MPa, a 15.69% decrease) and compressive strength (from 7.9 MPa to 6.5 MPa, a 17.72% drop), while markedly affecting its internal friction angle. Friction coefficient tests further demonstrate that the synergistic action of water molecules and additives decreases microcrack sliding resistance by 19.22% with simulated formation water and by 25.00% with drilling fluid, thereby promoting microcrack propagation and failure. This process ultimately leads to a degradation in mechanical strength. Hence, the enhancement of sliding effects induced by drilling fluid invasion is identified as the primary factor contributing to coal mechanical strength degradation, whereas hydration expansion plays a secondary role. To mitigate these effects, optimizing the design of drilling fluid systems and selecting suitable anti-collapse additives to reduce sliding effects are critical for minimizing wellbore instability risks in coal seams. These measures will ensure safer and more efficient drilling operations for deep CBM extraction.