Project Hybrid Drilling Content Title Header Description

Principal Investigator

Prof. Martin O. Saar, ETH Zurich

Co-Principal Investigator
Dr. Edoardo Rossi, ETH Zurich
Start date

October 2016


Bundesamt für Energie (BFE)


Prof. Martin O. Saar, ETH Zurich
Prof. Philipp Rudolf von Rohr, ETH Zurich

Participating institutions



Introduction – Motivation

Fig. 1: Infrared (IR) image – CTMD drill head (Rossi et al., 2020a)

In order to meet the increasing worldwide energy and mineral resource demand in the next decades, the access to heat, oil, natural gas and minerals at significant depths, often in hard rocks, will be a key requirement. However, the construction of wells accessing ever deeper resources requires large investments, mainly due to the involved drilling operations (Tester et al., 2006). The drilling costs are shown to increase exponentially with depth and, furthermore, they occur in an early, considerably high-risk phase of the project (Tester et al., 2006; Lukawski et al., 2014). For example, the large share of drilling costs is a principal driving factor for the economic viability assessment of enhanced geothermal systems (EGSs) (Sigfusson et al., 2015; Stefansson, 1992). Indeed, drilling of deep wells into hard basement rocks represents a major challenge for conventional mechanical drilling (e.g. rotary drilling) syste

ms, featuring high rates of drill bit wear with consequent bit replacement and high non-productive time (NPT), low rates of penetration (ROP) and poor process efficiency (Fay, 1993; Diaz et al., 2017).

Hence, to improve the economic viability of utilizing deep georesources (heat, hydrocarbons or minerals), improvements on the drilling process efficiencies, particularly to drill hard, crystalline rocks, are needed. In this project, we propose to use a combined thermo-mechanical drilling (CTMD) technology to intensify the drilling process in hard rocks (Rossi et al., 2020a). This hybrid drilling technology is based on thermally-assisting conventional drilling using a flame-jet (see Figure 1), and is expected to facilitate the drilling process by increasing ROP and decreasing drill bit wear, with a consequent reduction of overall project costs. Therefore, the objectives of this project are to investigate, through laboratory and field testing, the viability and performance of the novel combined drilling technology.



  • Investigate the feasibility of a thermally-assisted drilling concept
  • Analyze the thermal cracking behavior of rocks
  • Study the rock removal mechanisms during CTMD
  • Demonstrate readiness of the technology though field testing
  • Evaluate the potential improvements in drilling performance using CTMD


Combined Thermo-Mechanical Drilling (CTMD) technology

The (CTMD) concept is based on integrating a thermal assistance, for example by a flame jet, into conventional mechanical drilling. Thereby, the following drilling modes of the CTMD technology can be distinguished: (i) The flame jet can be operated as a standalone mode to induce thermal spallation when the rock exhibits the required properties (Rauenzahn & Tester, 1989; Kant et al., 2017; Rossi et al., 2020b) for thermal spallation (thermal spallation drilling, Mode I).

Fig. 2: CTMD concept, adapted from (Rossi et al., 2020b)

(ii) Alternatively, the flame jet can provide thermal assistance to conventional, rotary drilling, by thermally weakening the rock (Rossi et al., 2018), facilitating the rock removal, performed by the drilling cutters (Rossi et al., 2020c, 2020d, 2020e) (flame-assisted rotary drilling, Mode II).

Finally (iii), CTMD allows, as a third drilling mode, the use of conventional, standalone-mechanical drilling technology, in cases, where the rock formation can be drilled with adequate performance using such a conventional method, for example, in soft rocks.

Within the CTMD concept, the second drilling mode, flame-assisted rotary drilling, is key in extending the applicability of thermal-based removal approaches to any deep drilling project. A conceptual view of the flame-assisted rotary drilling mode of the CTMD technology is given in Figure 2. The flame-assisted rotary drilling mode employs flame jets to thermally weaken the rock material, prior to the mechanical rock removal, performed by conventional drilling cutters. Drill mud is used to provide cooling to the drilling components and to transport the produced cuttings, cleaning the bottom-hole region. In order to protect the flame jets in the aqueous environment, the CTMD concept includes co-axial flows of compressed air, which are used to air-shield the heat sources, thereby increasing the heat transfer impinging on the rock surface and reducing the thermal wear of the drill bit cutters (Figure 2).




Related Publications by the GEG Group


Rossi, E. , M.O. Saar, and Ph. Rudolf von Rohr, The influence of thermal treatment on rock-bit interaction: a study of a combined thermo-mechanical drilling (CTMD) concept, Geothermal Energy, 8/16, 2020. [Download PDF] [View Abstract]To improve the economics and viability of accessing deep georesources, we propose a combined thermo–mechanical drilling (CTMD) method, employing a heat source to facilitate the mechanical removal of rock, with the aim of increasing drilling performance and thereby reducing the overall costs, especially for deep wells in hard rocks. In this work, we employ a novel experiment setup to investigate the main parameters of interest during the interaction of a cutter with the rock material, and we test untreated and thermally treated sandstone and granite, to understand the underlying rock removal mechanism and the resulting drilling performance improvements achievable with the new approach. We find that the rock removal process can be divided into three main regimes: first, a wear-dominated regime, followed by a compression-based progression of the tool at large penetrations, and a final tool fall-back regime for increasing scratch distances. We calculate the compressive rock strengths from our tests to validate the above regime hypothesis, and they are in good agreement with literature data, explaining the strength reduction after treatment of the material by extensive induced thermal cracking of the rock. We evaluate the new method’s drilling performance and confirm that thermal cracks in the rock can considerably enhance subsequent mechanical rock removal rates and related drilling performance by one order of magnitude in granite, while mainly reducing the wear rates of the cutting tools in sandstone.


Rossi, E., S. Jamali, V. Wittig, M.O. Saar, and Ph. Rudolf von Rohr, A combined thermo-mechanical drilling technology for deep geothermal and hard rock reservoirs, Geothermics, 85/101771, 2020. [Download PDF] [View Abstract]Combined thermo-mechanical drilling is a novel technology to enhance drilling performance in deep hard rock formations. In this work, we demonstrate this technology in the field by implementing the concept on a full-scale drilling rig, and we show its feasibility under realistic process conditions. We provide evidence that the novel drilling method can increase the removal performance in hard rocks by up to a factor of three, compared to conventional drilling methods. From the findings of this work, we conclude that integration of thermal assistance to conventional rotary drilling constitutes an interesting approach to facilitate the drilling process, and therefore increase the access viability to deep georesources in hard rocks.


Rossi, E., S. Jamali, M.O. Saar, and Ph. Rudolf von Rohr, Field test of a Combined Thermo-Mechanical Drilling technology. Mode I: Thermal spallation drilling, Journal of Petroleum Science and Engineering, 190/107005, 2020. [Download PDF] [View Abstract]Accessing hydrocarbons, geothermal energy and mineral resources requires more and more drilling to great depths and into hard rocks, as many shallow resources in soft rocks have been mined already. Drilling into hard rock to great depths, however, requires reducing the effort (i.e., energy), time (i.e., increasing the rate of penetration) and cost associated with such operations. Thus, a Combined Thermo-Mechanical Drilling (CTMD) technology is proposed, which employs a heat source (e.g., a flame jet) and includes two main drilling modes: (I) Thermal spallation drilling, investigated here as a field test and (II) Flame-assisted rotary drilling, investigated as a field test in the companion paper. The CTMD technology is expected to reduce drilling costs, especially in hard rocks, by enhancing the rock penetration rate and increasing the bit lifetime. Mode I of the CTMD technology (thermal spallation drilling) is investigated here by implementing the concept on a full-scale drilling rig to investigate its feasibility and performance under realistic field conditions. During the test, the successful thermal spallation process is monitored, employing a novel acoustic emission system. The effects of thermal spallation in the granite rock are analyzed to provide conclusions regarding the rock removal performance and the application potential of the technology. The field test shows that thermal spallation of the granitic rock can be successfully achieved even when a liquid (water) is used as the drilling fluid, as long as the heat source is appropriately shielded by compressed-air jets. Thermal damage of the surrounding rock is investigated after the spallation test, employing micro-computer tomography imaging and modeling the stability of the cracks, generated by the spallation field test. This study shows that thermally induced damage is mainly confined within a narrow region close to the rock surface, suggesting that thermal spallation only marginally affects the overall mechanical stability of the borehole. Thus, this confirms that, as part of the Combined Thermo- Mechanical Drilling (CTMD) technology, thermal spallation drilling is a promising mode that has a high potential of facilitating the drilling of deep boreholes in hard rocks.


Rossi, E., S. Jamali, D. Schwarz, M.O. Saar, and Ph. Rudolf von Rohr, Field test of a Combined Thermo-Mechanical Drilling technology. Mode II: Flame-assisted rotary drilling, Journal of Petroleum Science and Engineering, 190/106880, 2020. [Download PDF] [View Abstract]To enhance the drilling performance in deep hard rocks and reduce overall drilling efforts, this work proposes a Combined Thermo-Mechanical Drilling (CTMD) technology. This technology employs a heat source (e.g., a flame jet) and includes two main drilling modes: (I) thermal spallation drilling, investigated in the companion paper and (II) flame-assisted rotary drilling, investigated here as a field test. The CTMD technology is expected to reduce drilling efforts, especially in hard rocks, enhancing the rock penetration rate and increasing the bit lifetime, all of which reduces the drilling costs. The present work investigates Mode II (flame-assisted rotary drilling) of the CTMD technology by implementing the concept in an existing drilling rig and testing the technology under relevant process conditions. This contribution studies the underlying rock removal mechanism of CTMD and demonstrates its drilling performance, compared to conventional rotary drilling methods. Acoustic emission monitoring, and analysis of the collected drill cuttings provide multiple evidences for thermal-cracking-enhanced rock removal during the flame-assisted rotary drilling. This removal mechanism appears to represent an optimal compromise to minimize rock fragmentation and cutting transport efforts during drilling, compared to a less efficient mechanical scraping of the hard granite rock, observed during the standalone-mechanical drill test. The drilling performance, in terms of removal and wear rates, are evaluated for the flame-assisted rotary drilling. This shows that the proposed drilling approach is capable of enhancing the removal process in hard granite rock, by a factor of 2.5, compared to standalone-mechanical drilling. The implementation of this drilling approach into a conventional drilling system shows that integration of thermal assistance to conventional rotary drilling requires marginal technical efforts. Additionally, this technology can profit from established knowledge in conventional mechanical drilling, facilitating its implementation to improve drilling performance in hard rocks. Hence, this study demonstrates that the Combined Thermo- Mechanical Drilling method is feasible and concludes that this technology constitutes a promising approach to improve the drilling process, thereby increasing the viability of accessing deep geo-resources in hard rocks.


Rossi, E., M.A. Kant, C. Madonna, M.O. Saar, and Ph. Rudolf von Rohr, The Effects of High Heating Rate and High Temperature on the Rock Strength: Feasibility Study of a Thermally Assisted Drilling Method, Rock Mechanics and Rock Engineering, 51/9, pp. 2957-2964 , 2018. [Download PDF] [View Abstract]In this paper, the feasibility of a thermally assisted drilling method is investigated. The working principle of this method is based on the weakening effect of a flame-jet to enhance the drilling performance of conventional, mechanical drilling. To investigate its effectiveness, we study rock weakening after rapid, localized flame-jet heating of Rorschach sandstone and Central Aare granite. We perform experiments on rock strength after flame treatments in comparison to oven heating, for temperatures up to 650 \(^{\circ} \)C and heating rates from 0.17 to 20 \(^{\circ} \)C/s. The material hardening, commonly observed at moderate temperatures after oven treatments, can be suppressed by flame heating the material at high heating rates. Our study highlights the influence of the heating rate on the mechanism of thermal microcracking. High heating rate, flame treatments appear to mostly induce cracks at the grain boundaries, opposed to slow oven treatments, where also a considerable number of intragranular cracks are found. Herewith, we postulate that at low heating rates, thermal expansion stresses cause the observed thermal cracking. In contrast, at higher heating rates, thermal cracking is dominated by the stress concentrations caused by high thermal gradients.



Rossi, E., B. Adams, D. Vogler, Ph. Rudolf von Rohr, B. Kammermann, and M.O. Saar, Advanced drilling technologies to improve the economics of deep geo-resource utilization, Proceedings of Applied Energy Symposium: MIT A+B, United States, 2020 , 8, pp. 1-6, 2020. [Download PDF] [View Abstract]Access to deep energy resources (geothermal energy, hydrocarbons) from deep reservoirs will play a fundamental role over the next decades. However, drilling of deep wells to extract deep geo-resources is extremely expensive. As a fact, drilling deep wells into hard, crystalline rocks represents a major challenge for conventional rotary drilling systems, featuring high rates of drill bit wear and requiring frequent drill bit replacements, low penetration rates and poor process efficiency. Therefore, with the aim of improving the overall economics to access deep geo-resources in hard rocks, in this work, we focus on two novel drilling methods, namely: the Combined Thermo-Mechanical Drilling (CTMD) and the Plasma-Pulse Geo-Drilling (PPGD) technologies. The goal of this research and development project is the effective reduction of the costs of drilling in general and particularly regarding accessing and using deep geothermal energy, oil or gas resources. In this work, we present these two novel drilling technologies and focus on evaluating the process efficiency and the drilling performance of these methods, compared to conventional rotary drilling.




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