Wellbore Instability of Shales Using A Downhole Simulation Test
Wellbore Instability of Shales Using A Downhole Simulation Test
Wellbore Instability of Shales Using A Downhole Simulation Test
asa Multtdtsctplinary
Sctence,Roegiers(ed)
1991 Balkerna, Rotterdam ISBN906191
194X
ABSTRACT: A laboratory-scale
downhole simulation
cell
is a triaxial
drilling
chamber with pore fluid
and mud circulation
systems.
Samples
of outcrop and downhole smectite shales are stabilized,
drilled
using a
microbit
and a fresh
water
lignosulfonate
mud, followed
by mud
circulation.
When the pore pressure is lower than the mud pressure,
the
near-weltbore
clay minerals
hydrate
by imbibing
water from the mud,
resulting
in swelling and weakening.
Elastic-plastic
analyses show that
the rings of gum-like swollen shale may have formed along the locus of
maximum tangential
stress.
The back-calculated
strength
of the mudaltered shale is 10 to tOO times less than the original
shale.
1
INTRODUCTION
In petroleum drilling,
operational
problems are frequently
encountered
when going through formations containing shales. Problems such as high
torque, excessive drag and stuck pipe may be due to swelling of the clay
minerals that expand upon contact with the drilling
mud.
Conventional
diagnostic
tests
to evaluate
drilling
mud and shale compatibility
are
typically
conducted on non-preserved
shales and drill
cuttings
(Dartey
1969)
often
in unstressed
conditions
(Chenevert
1970).
For more
reliable
results,
tests
should use representative
native
shales under
simulated
in situ
environment
because volume expansion
and failure
depend on chemical reactions
as well as temperature,
fluid
pressure and
rock stress.
The optimal
samples are actual
cores of the same formation
but this
is costly
and may require
an oil-base
mud to minimize
core
novel
method
and
the
demonstrate
the mechanisms
wellbore
instability.
results
behind
of
four
mud-induced
tests
described
wellbore
here
damage
and
1015
SHALE
SAMPLES
AND
DOWNHOLE
SIMULATION
CELL
TABLE
COMPARISON
OF
SHALE
SAMPLES
Outcrop
Shale
by weight)
23
1
Calcite
Dolomite
Siderite
2
0.5
1
Hematite/Pyrite
Downhole
22
4
5
2
1
Kaolinite
Illite
11
10
2
16
Illite/Smectite,
Mixed-layer
Percent Expandable
48
60-70
52
65-75
Predominant
Sodium
Sodium
CoE.C.,
Shale
Cation
meq/100 gm
36
32
MECHANICAL
Young's Elastic
Poissons
Ratio,
Modulus, GPa
v
MPa
rad
2.4
3.5
0.4
0.36
0.34
0.26
0.55
0.35
Temperature,
axial
strain
and wellbore
closure
is directed
upwards to facilitate
removal of drill
cuttings.
impermeability
of shales,
expelled
during
the
core
jacket
is
The
sample jacket
diameter
is 0.6 cm larger
that
the specimen and tubular jacket is filled with Ottawa sand and mineral
oil, Figure 2. When the shale specimen is heated and subjected to
triaxial
stresses, pore fluids are expelled into the jacket annulus, and
settle into a back-pressure pump where expelled fluids can be isolated
the sample.
. TOP
PLA
'
Figure
2.
Diagram
DSC assembly.
I1[
Of#
OIL-SAND
PACK
of
sample
and
1017
DOWNHOLE
SIMULATION
to
study wellbore
behavior during
In the field,
the sections of the
with the mud for extended periods
The test
parameters
regarding
the various
pressures,
stresses
and
drilling
variables
are summarized in Table 2.
The maximum vertical
stress of 23.4 MPa for the outcrop shale is based on its maximum depth
of burial.
The total
stresses applied on the downhole shale are below
the in-situ
total
stress magnitudes for a depth of 2100 m but the net
stresses
(applied
stress minus pore pressure)
are close to the presumed
in-situ
values.
The 28.3 MPa mud pressure is based on the mud density
that had been actually
used in the field
for coring.
The confining
pressure is sufficient
to maintain
a small positive
horizontal
stress.
The vertical
stress of 31.0 MPa, is based on prior
test experience
TABLE
DOWNHOLE SIMULATION
TEST MATRIX
Outcrop
Shale
Downhole Shale
Test
and
Test
A1
A2
B1
and
B2
Length
20.3
16.5 cm
Inside radius
Outer radius
Mud pressure
ri
ro
Pi
3.2
15.9
20.7
3.2 cm
13.3 cm
28.3 MPa
Outside
confining
pressure
Po
21.4
29.0 MPa
Axial
23.4
31.0
stress
Pore pressure Pp
Temperature
MPa
25.5 MPa
82
66 C
12.1
(Test
A2)
rate
that
is
damage.
After
drilling,
a centrally
aligned drill
string is inserted
to provide an
annulus for mud circulation
while maintaining
all
other test pressures
constant.
Surge and swab pressures and "pipe action"
are avoided to
help preserve
the fabric
of the mud-altered
shale
for
post-test
examination.
1018
a penetration
wellbore
4 RESULTS
OF
SIMULATION
A1 simulates
pressure
pressure
stress
undrained
and temperature
equilibrated
at
and
remained
at
and over-presssured
(82C)
a value
this
level
Pierre
stabilization
close to the
for
the
shale.
(phase 1),
horizontal
remainder
of
the
After
the pore
confining
test.
Phase
2 drilling
was followed
by 48 hours of mud exposure (phase 3). There
were no observable
axial
displacements
or strains
that would indicate
shale hydration
during
phase 3, plotted
in Figure
3.
The slight
increase
in axial
strain
at the start
of the phase is attributed
to
thermal
expansion
due to exposure to heated mud.
The test was then
terminated
and the specimen was sliced
through axial
and mid-length
sections
for
visual
examination.
The
shale
at
the
wellbore
surface
is
is
1380
MPa.
The
third
phase
produced
swelling
and
has a moisture
has 17.9
which
is
evidence
percent.
based
content
of 18.6
The pre-drilling
on
the
of filter-cake
amount
of
deposition
percent
moisture
water
drained.
in this
while
the unaltered
content
There
or any other
is
17.2
was
shale
percent,
no
visual
shale tests.
1019
o
[LAP,ED
Figure
strain
T['IE
5[NC
CORE SI:C[PIN
DRILLED.
3.
Pore pressure
during circulation,
o
ELAPSED T[HE
minte
and axial
Test A1.
Figure
strain
Pierre
Phase
4.
Post-test
photograph
l
185
225e
25
CORE SPEC[ffiEN DRILLED.
minutes
6.
Pore pressure and axial
during
mud circulation
of
shale, Test A2, Phase 3.
Figure 7.
of outcrop
Figure
112
SINCE
Stress-strain
shale,
Test
plot
A2,
1! and 3.
of
-._
'
.L'
.'
.,;..
...................................................................
.......
Figure
strain
shale,
Test
1020
A2,
Phase 1.
:. ,
,-
.?
.Ytgu:e 8.
ost-test
photograph
x-secttoD
through
mtd-[eDgth
outc:o p shale, Tes A2.
o[
o[
remains
until
the
termination
of
the
test.
Prior
to
the
conclusion
IMPLICATIONS
ON FAILURE
MECHANISMS
DSC
tests
which
used
oil-base
muds
on
similar
downhole
shales
demonstrate
the beneficial
effects
of an inhibitive
drilling
fluid
(Salisbury
and Deem 1990).
Oil muds can dehydrate the shales,
thereby
strengthening
the immediate vicinity
of the wellbore.
This seems to be
an osmotic mechanism whereby an oil-base
mud, whose internal
water phase
contains
an adequate quantity
of dissolved
salts,
can extract
shalebound interstitial
water.
The theoretical
aspects of ion concentration,
pore pressure, osmosis and hydration pressure on the mobilized strength
of clay interfaces
have been reviewed (Hayatdavoudi and Apande 1986).
6 ELASTIC-PLASTIC
ANALYSIS
Wellbore
instability
is considered
here
to be a function
of the
stresses,
strains
and strength.
The mud-filled
shale sample may be
represented
am a thick-wall
cylinder
for which the elastic
stresses
in
cylindrical
coordinates,
1980) are given by:
Figure
11,
(See for
1021
Figure 9.
Post-test
photograph of cross-section
downhole shale, 48 hour mud exposure, Test B1
through mid-length
Figure 10.
Post-test
photograph of cross-section
of downhole shale, 75 hour mud exposure, Test B2
of
through mid-length
DIMENSIONLESS
STRESSot/p o
1.5
-- m=l
1.4
4.3
1.2
--- m=100
1.1
.............
'"-
'
0.9
.....
'~
0.8
-- m=10
....
0.7
Radius
i.
to
elastic-pl
bound
0.6
0.5
1.5
2.5
3.5
4.5
Figure
il.
Two-dimensional
representation
plastic
wellbore.
of
elastic-
Figure 12.
Tangential
stresses
in
elastic
and plastic
zones. F.lastic
ease,
m=l,
elastic-plastic
when
m=10
1022
and
m=100.
Or = Po - (Po - Pi)(ri/r) 2
t = Po + (Po - Pi)(ri/r) 2
where r= radial
distance,
Or= radial
(1)
(2)
stress,
stress.
Initially,
the cylinder
is stable
(elastic)
because all the stresses,
the radial,
tangential
and axial,
are below the strength
of the rock.
As the mud reacts with the shale, the near-wellbore
may be weakened as
demonstrated in the photographs (Figure 8,9,and
10) and in this case,
the tangential
stress would exceed the strength
of the mud-altered
portion of the shale.
The mud-altered
region in the vicinity
of the
wellbore
is in a plastic
state.
To derive
the stresses
and radial
thickness of the plastic
region,
the method of (Hoek and Brown 1980) is
convenient
to apply here because it separates
the strength
of the
plastic
zone from that of the elastic
region.
However, it requires
reformulation
of the
linear
regression
strength tests'
shale
strength
coefficients
of
in
terms
data
of
from
conventional
triaxial
unaltered
shale
mud-altered shale
(3a)
(3b)
derivation
of the
radius
to the
elastic-plastic
boundary
and
is'
(4)
__
constants.
Stresses
in the plastic
ring
are:
(6)
factor:
(7)
Using a strength reduction factor of m=10, Eqn 4 gives the r e = 1.7, the
outer radius of the plastic
ring.
Behind this interface
is the elastic
(not weakened, m=l) zone whose stresses are those given by the elastic
relations
of Eq. 1 and 2 for r i = r e . The tangential
stresses are
plotted in Figure 12.
For the elastic-plastic
boundary re, there is a
sudden increase in the tangential
stress (or a stress jump) while the
radial
stresses
are
continuous.
1023
mud-altered
zone
are
further
reduced
and
the
locus
of
maximum
tangential
stress
migrates
outward.
The effects
of time-dependent
strains
(creep) and strain-softening
(Cheatham et al.,
1986) are ignored
here.
In order to match Test B2's ring thickness of 1.3-1.5
cm, using
Eqn. 4, the strength
parameters of the mud-altered
shale would have to
the
unaltered
is reasonable
since the
the hardness and modulus
shale.
CONCLUSIONS
with
time
and if
not
arrested,
this
would
lead
to
excessive
Addis, M.A.,
Barton,
N.R.,
Bandis,
S.C. and Henry,
J.P.,
"Laboratory
Studies
on the Stability
of Vertical
and Deviated
Boreholes,"
SPE
paper 20406 Proc. 63rd Tech. Conf, New Orleans,
La, Sept. 23-26, 1990.
Cheatham, J.B.,
Lin,
Y.H.,
and Patillo,
P.D.,
"Analysis
of Borehole
Stability
Using A Strain Softening Model," Proc. 27th
Symp. on Rock
Mechanics, Tuscaloosa,
Alabama, June 23-25,
1986,
pp. 552-561.
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M.E.,
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by Water Adsorption,"
J. Pet. Tech.
(Sept. 1970).
Darley,
H.C.H.,
"A Laboratory
Investigation
of Borehole Stability,"
J.
Pet. Tech. (July 1969).
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A., and Apande, E.,
"A Theoretical
Analysis of Wellbore
Failure
and Stability
in Shales,"
Proceedings
to the 27th Symposium
on Rock Mechanics, Tuscaloosa,
Alabama, June 23-25, 1986, pp. 571-579.
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in Rock, Institution
of Mining and Metallurgy,
London, 1980.
Salisbury,
D.P. and Deem, C.K., "Tests Show How Oil Muds Increase Shale
Stability,"
World Oil (October,
1990).
Schultz,
L.G.,
"Mixed-Layer
Clay in the Pierre
Shale and Equivalent
Rocks, Northern Great Plains Region," Geological
Survey Professional
Paper 1064-A, (1978).
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Dearing,
H.L. and Salisbury,
D.P.,
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on Borehole Wall,"
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Engineering
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1024
11. Design