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DOI 10.1007/s13202-015-0198-2
Introduction
Wellbore instability is one of the main problems that
engineers encounter during drilling. Borehole stability
requires the knowledge of interaction between rock
strength and in situ stress. The drilling of an in-gauge hole
is an interplay of two factors: uncontrollable and controllable. Uncontrollable factors are the earth stresses (horizontal and vertical), pore pressure, rock strength and rock
chemistry. Controllable factors include mud weight, wellbore azimuth and inclination (Mohiuddin and Khan 2007).
Therefore, the way to prevent wellbore instability during
drilling is to adjust engineering practices by choosing
optimal wellbore trajectories and mud weights. From the
mechanical perspective, a wellbore can fail by induced
stresses (usually two types): shear failure and tensile failure, which can lead to a stuck pipe, wellbore breakout,
induced fracture, poor cementation, side track, and loss of
drilling mud (Mclean and Addis 1994). Therefore, critical
mud pressure should be considered in order to mitigate
wellbore instability-related problems. Although, the selection of a suitable failure criterion for wellbore stability
analysis is difficult and controversial (Al-Ajmi and Zimmerman 2009), numerous drilling engineers tried to predict
wellbore stability prior to drilling, via different rock failure
criteria, and they also investigated stress concentration
around the wellbore in order to propose an optimum mud
weight window for a successful drilling operation.
123
MohrCoulomb criterion
The MohrCoulomb shear-failure model is one of the most
widely used models for evaluating borehole collapse due to
its simplicity (Horsrud 2001; Fjaer et al. 2008). The Mohr
Coulomb criterion can be expressed based on shear stress
and the effective normal stress as given below.
2
1 sin /
/
2c cos /
4
rc 2c tan 45
2
1 sin /
123
where rm,2 and soct are the mean stress and the octahedral
shear stress, respectively, that are defined by:
r1 r3
rm;2
7
2
q
1
r1 r2 2 r2 r3 2 r3 r1 2
soct
8
3
10
F rc q r3 r1
s c rn tan /
11
where rv, rH and rh are the vertical, maximum and minimum horizontal stresses, respectively, the angle a corresponds to the deviation of the borehole from rH, and the
angle, i, represents the deviation of the borehole from rv
(Aminul et al. 2009).
When the maximum principal stress exceeds the effective strength, failure takes place at that location. Eventually, the calculated principal stresses can be used in rock
failure criteria in order to assess wellbore stability.
12
where rrr, rhh, rzz are the radial, tangential, and axial
stresses, respectively, and m is a material constant called
Poissons ratio. The angle h is measured clockwise from
the x-axis, as shown in Fig. 1 (Zhang et al. 2003).
The principal stresses at any given location on the
borehole wall in which shear stress is zero are given by the
following equation:
q
1
rtmax rzz rhh rzz rhh 2 4 r2hz ;
13
2
q
1
rtmin rzz rhh rzz rhh 2 4 r2hz ; and rrr
2
14
where rtmax is the largest and rtmin is the smallest principal
stress. Radial stress is the other principal stress (Zoback
2007).
123
Values
Well
Depth of investigation
3190 m
Wellbore radius
Mud pressure
3.1 in.
41 MPa
Well azimuth
67
Well inclination
30
Mechanical
Model type
Poroelasticity
Pore pressure
34.5 MPa
Overburden stress
80 MPa
60 MPa
57 MPa
Poissons ratio
0.31
40
Cohesion
4 MPa
123
All the aforementioned studies optimized the well trajectory based on the analysis of the effects of well inclination
and azimuth on mud weight window. Figure 4 shows the
safe mud weight window for wellbore stability in different
inclinations obtained by the MohrCoulomb and the Mogi
Coulomb criteria. It shows that the mud weight window is
narrowed gradually with the increase in wellbore inclination that represents a vertical well requires the lowest mud
weight to prevent breakout and, conversely, horizontal
wells require the highest mud weight to maintain wellbore
stability. As illustrated in Fig. 4a, the fracture and shear
failure pressure predicted by the MohrCoulomb criterion
at the inclination of 0 are about 80.36 and 40.3, and at the
inclination of 90 they are about 62.11 and 51.18 MPa,
respectively, and the optimum mud pressure will be
obtained within the range of the mud weight window.
Figure 4b shows that at inclinations of 30, 60, and 90, the
safe mud window obtained by MogiCoulomb criterion is a
little wider than that determined by MohrCoulomb
Start
Input
Calculate
x
xy
yz
rr
zx
zz
tmax
<360
tmax
tmin
Yes
F<0
rr
rr
No
Yes
Yes
tmin
Shear failure
&
No failure
Yes
rr
T <0
No
No
No
Yes
rr
tmax
Yes
F<0
tmin
Shear
failure &
Yes
tmin
No
Yes
rr
Yes
F<0
tmin
T <0
Tensile
No
No
tmax
End
No
Shear
failure &
Yes
tmin
T <0
No
criterion since the rock strength predicted by MogiCoulomb is higher than that predicted by MohrCoulomb criterion. The fracture and the shear failure pressure predicted
by the MogiCoulomb criterion at inclination of 0 are
80.14 and 41.17 MPa, and at the inclination of 90 they are
about 63.85 and 46.68 MPa, respectively. Also, the magnitudes of fracture and the shear failure pressure at inclinations of 30 and 60 are shown in boxes.
To further illustrate the relationship between mud
weight window and well azimuth, a mud weight window
(Fig. 5) was generated at a given well inclination 30. As
illustrated in Fig. 5a, the minimum mud pressure at which
fracture will occur is 68.51 MPa at azimuth of 0 and 180.
At azimuths of 90 and 270 the fracture pressure is about
77.38 MPa. The maximum mud pressure at which shear
failure will occur is 43.81 MPa at azimuth of 0 and 180.
The least mud pressure window is found in both azimuths
0 and 180 and the highest mud pressure window is found
in both azimuths 90 and 270. Figure 5b shows the safe
mud pressure window predicted by MogiCoulomb criterion that is a little wider than that predicted by Mohr
Coulomb criterion. At azimuth 0 and 180 the mud
pressure window is similar and between 40.59 and
123
500
Depth (m)
Depth (m)
500
2000
2000
2500
2500
X: 40.03
Y: 3190
3000
0
20
40
X: 60.65
Y: 3190
60
80
X: 42.73
Y: 3190
3000
0
X: 81.07
Y: 3190
60
80
X: 80.47
Y: 3170
500
Depth (m)
Depth (m)
500
40
20
X: 61.84
Y: 3190
2000
2000
2500
2500
X: 41.35
Y: 3190
3000
0
20
40
X: 58.79
Y: 3190
60
X: 77.08
Y: 3190
X: 39.22
Y: 3190
3000
60
X: 77.36
Y: 3190
500
Depth (m)
Depth (m)
500
40
20
X: 58.29
Y: 3190
2000
2000
2500
2500
X: 50.75
Y: 3160
3000
0
20
30
40
123
50
X: 56.15
Y: 3190
X: 47.12
Y: 3190
3000
60
X: 65.11
Y: 3190
20
30
40
50
X: 54.43
Y: 3170
60
X: 62.43
Y: 3190
90
Shear Failure Gradient
Fracture Gradient
Optimum Mud Pressure
85
X: 90
Y: 77.38
80
85
80
X: 30
Y: 75.8
X: 0
Y: 80.36
75
70
65
X: 0
Y: 60.33
45
X: 60
Y: 48.2
X: 0
Y: 40.3
35
20
30
40
X: 90
Y: 51.18
50
60
70
80
90
Fracture Gradient
200
250
Azimuth (degree)
300
350
400
X: 90
Y: 78.72
X: 270
Y: 78.72
70
X: 0
Y: 67.91
65
X: 180
Y: 67.91
60
55
X: 0
Y: 40.59
X: 90
Y: 39.61
X: 180
Y: 40.59
X: 270
Y: 39.61
40
X: 90
Y: 63.85
X: 60
Y: 68.88
60
35
X: 90
Y: 55.27
X: 30
Y: 39.62
X: 60
Y: 43.43
40
30
40
50
50
200
250
Azimuth (degree)
300
350
400
X: 90
Y: 46.68
50
X: 0
Y: 41.17
55
20
50
90
45
X: 30
Y: 76.9
X: 0
Y: 60.65
X: 270
Y: 42.14
50
70
35
X: 90
Y: 42.14
75
45
X: 180
Y: 43.81
80
80
65
X: 0
Y: 43.81
55
85
85
75
X: 180
Y: 68.51
60
35
Inclination (degree)
X: 0
Y: 80.14
X: 0
Y: 68.51
40
X: 30
Y: 42.25
40
65
55
50
70
45
X: 90
Y: 56.65
60
X: 270
Y: 77.38
50
X: 90
Y: 62.11
75
60
70
80
90
Inclination (degree)
123
55
50
X: 1.016
Y: 54.56
50
40
X: 1
Y: 42.24
35
30
25
20
X: 1
Y: 5.548
Radial stress
Tangential stress
Axial stress
5
0
55
2.5
3
r/a
3.5
4.5
30
25
20
X: 1
Y: 51.53
55
45
45
X: 1
Y: 42.24
40
35
30
25
20
Radial stress
Tangential stress
Axial stress
X: 1
Y: 9.548
2.5
3
r/a
2.5
3.5
4.5
r/a
50
Radial stress
Tangential stress
Axial stress
X: 1
Y: 7.548
50
40
X: 1
Y: 42.24
35
X: 1
Y: 53.53
45
45
40
55
3.5
4.5
X: 1
Y: 42.24
35
30
25
20
X: 1
Y: 49.53
X: 1
Y: 11.55
Radial stress
Tangential stress
Axial stress
2
2.5
3
r/a
3.5
4.5
Fig. 6 Stress distribution around the borehole based on change in mud pressure, orientation = 90o inclination = 30o, azimuth = 67o.
a Pw = 40 MPa, b Pw = 42 MPa, c Pw = 44 MPa, d Pw = 46 MPa
123
55
50
50
X: 1
Y: 40.98
45
40
45
35
X: 3.6
Y: 26.7
30
25
20
5
0
55
Radial stress
Tangential stress
Axial stress
X: 1
Y: 5.548
2.5
3.5
4.5
40
X: 1
Y: 38.98
35
X: 3.4
Y: 26.71
30
25
20
X: 1
Y: 7.548
Radial stress
Tangential stress
Axial stress
2
2.5
55
50
4.5
55
45
X: 1
Y: 36.98
35
X: 3.2
Y: 26.72
30
25
20
3.5
50
45
40
r/a
r/a
Radial stress
Tangential stress
Axial stress
X: 1
Y: 9.548
2.5
3.5
4.5
40
25
20
X: 3
Y: 26.72
30
r/a
X: 1
Y: 34.98
35
Radial stress
Tangential stress
Axial stress
X: 1
Y: 11.55
2.5
3.5
4.5
r/a
Fig. 7 Stress distribution around the borehole based on change in mud pressure, orientation = 0o, inclination = 30o, azimuth = 67o.
a Pw = 40 MPa, b Pw = 42 MPa, c Pw = 44 MPa, d Pw = 46 MPa
Conclusion
1.
2.
3.
4.
123
X: 80
Y: 50.31
55
b 55
X: 260
Y: 50.31
45
40
40
45
35
30
25
20
Radial stress
Tangential stress
Axial stress
5
0
50
200
250
teta (degree)
300
350
35
30
25
20
400
Radial stress
Tangential stress
Axial stress
0
50
200
250
300
350
400
teta (degree)
50
55
50
45
X: 80
Y: 39.31
X: 260
Y: 39.31
45
40
X: 80
Y: 36.31
40
X: 260
Y: 46.31
55
35
30
25
X: 0
Y: 23.98
20
X: 170
Y: 23.19
X: 350
Y: 23.19
Radial stress
Tangential stress
Axial stress
5
0
X: 80
Y: 46.31
50
50
50
200
250
300
350
X: 260
Y: 36.31
35
X: 130
Y: 25.99
30
X: 310
Y: 25.99
25
X: 20
Y: 24.98
20
X: 200
Y: 24.98
Radial stress
Tangential stress
Axial stress
400
teta (degree)
50
200
250
teta (degree)
300
350
400
Fig. 8 Stress distribution around the borehole based on change in mud pressure, inclination = 30o, azimuth = 67o. a Pw = 46 MPa,
b Pw = 50 MPa, c Pw = 57 MPa, d Pw = 60 MPa
5.
References
Al-Ajmi AM, Zimmerman RW (2005) Relation between the Mogi
and the Coulomb failure criteria. Int J Rock Mech Min Sci
42:431439
123
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