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Deconstructing
the Deepwater
Horizon Blowout
The April 20, 2010, explosion on the Deepwater Horizon drilling platform that took 11 lives and spread a massive oil
spill in the Gulf of Mexico has focused attention on the safety of offshore oil and gas well drilling. Just what caused
the massive blowout? What steps do drillers take to prevent blowouts? Why didnt those work and what should be
done differently in the future?

As of yet, we still dont have all the answers. What we do know, though, is that oil wells will continue to be drilled
under ocean depths of 3,000 feet, putting equipment under high pressure of more than 2,300 pounds per square
inch. This is what makes getting natural gas and crude oil out of the briny depths so difficult. From the moment a
drill bit penetrates the reservoir, a race is on to ensure that blowouta surge of oil and gas up the well borewont
occur.

The Drilling Process

To maintain appropriate pressure and keep fluids from seeping into the surrounding rock, a fluid made of barium
sulfate-enhanced mud is added to the well bore. Once desired depths are reached, a casing wider in diameter than
the drill pipe is lowered into the well. Next, a cement slurry, containing additives to keep it from hardening on its way
down, is pumped into the annulus, the space between the casing and the rock, displacing the muddy drilling fluid.

Once the annulus is filled, the cement is allowed to harden, and the slurry is replaced with fluids containing
dissolved calcium chloride salts with densities up to 11.6 pounds per gallon or bromide salts with densities of 11.5 to
19.2 pounds per gallon.

That cement creates a watertight seal between the oil- and gas-bearing rock and the well bore. To ensure that seal
is tight, two, sometimes three, pressure tests are performed at two-hour intervals, and cement slurry is injected at
high pressure to fill any leaks in the cement sheath that are detected. For the final step, drillers position a cement
plug that operating personnel will drill through to let the oil and gas flow into the wellbore once production begins.
It appears that no major problems occurred during the Macondo wells drilling conducted by Transocean, Ltd., the
worlds largest offshore drilling contractor. And two of the tests performed on the cement seal by Halliburton
Services, the largest cementing services company, indicated it was tight. A third test, however, provided anomalous
results, which Lamar McKay, president of BP America, later called worrisome during testimony to the House
Committee on Energy and Commerce. In the same hearings, Steven Newman, president of rig owner Transocean,
said the tests indicated something happening in the wellbore that shouldnt be happening.

Nevertheless, Tim Probert, president of global business lines and chief health, safety, and environmental control
officer for Halliburton, testified that after reviewing the test results, BP, the final arbiter of all Macondo operations,
decided to proceed, putting the 10-year-old, 450-ton Macondo blowout preventers to the ultimate test.

The Blowout Preventer

Since its invention in the 1920s, the blowout preventer has significantly improved oil-field safety, earning the
Cameron blowout preventer used at Macondo ASME Mechanical Engineering Landmark status in 2003. In normal
drilling operations, the drill pipe passes through a cylindrical channel that runs through the blowout preventer and
into the wellbore. In the event of an explosion, the blowout preventers rams, each of which has an upper and lower
shear blade, cut through the channel, crush the pipe, then form a seal to block fluid flow.

In the Macondo blowout, just before Halliburton placed the final concrete plug, high pressure forced the oil and gas
into and up the wellbore. The blowout preventer valves and the shear rams designed to cut through and seal the
drill pipe failed, allowing the oil and gas to surge up to the rig floor and trigger the fatal explosion. The subsequent
escape of hydrocarbons created the massive oil spill that hit the Louisiana coast in mid-May.

The Macondo blowout preventer had been deemed by maintenance records to be in good operating condition, so
its failure is mysterious. Investigators focused their attention on whether modifications made over the years could
have contributed to why its valves did not close. Leakage of hydraulic fluid from the valves might have been a
contributing factor.

The blowout preventers shear rams, the final line of defense, may also have come up short. To allow for the high
water pressures of great ocean depths, the drill pipe used was much thicker than the standard variety. It may be
that the shear rams werent strong enough to make that crucial cut.

Until forensic tests of the blowout preventer, now underway at a NASA facility in New Orleans, are complete its
impossible to know its role in the failure. It is safe to say, however, that probably no one single cause triggered the
blowout.
More likely it was multiple failures in critical systems that set in motion the fatal chain of events that plunged the
Gulf Coast into disaster.

[Adapted from Avoiding the Blowout, by John K. Borchardt, for Mechanical Engineering, August 2010.]

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