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In poromechanics, the coupling of solid matrix/grain Sx’, Sy’ and Sz’. The formation pore pressure, temperature and
deformation and pore fluid flow is governed by the following chemical potential are denoted by po, To and µo. Likewise, the
constitutive equations: wellbore fluid pressure, temperature and chemical potential
are denoted by pw, Tw and µw.
σ ij = Dijkl ε kl − α ij p − β ij T ..................................(1)
The solution for an inclined borehole in an isotropic elastic
p = M (ζ − α ij ε ij + β m T ) ....................................(2) medium, was first presented by Bradley.12 The analytical
solution for the inclined wellbore problem in an isotropic
Eq. (1) describes how the overall strains of the porous rock poroelastic medium was presented by Cui et al.2 The effect of
rely on the applied total stresses, the pore pressure weighted viscous mass rheology (poroviscoelastic)13, temperature
by Biot's effective stress parameter αij, and the temperature gradient, (porothermoelastic),6 chemical potential gradient
gradient weighted by the thermic coefficient βij. Eq. (2), on the (porochemoelastic),3 and a combination of both these
other hand, indicates that the pore pressure is not only related (porochemothermoelastic)7 have also been incorporated in
to the pore fluid content variation, ζ, but is also affected by the subsequent formulations. All the aforementioned solutions
deformation of the porous body and the change in were developed for inclined boreholes under both penetrating
temperature. It should be noted that under isothermal (permeable) and impermeable conditions at the borehole
wall.14, 15, 16 These two pressure/flow boundary conditions are
conditions the terms βijT and βmT do not contribute.
the most commonly used in wellbore stability analyses. These
solutions have also been extended to account for the
The chemical effects are incorporated via the concept of a
transversely isotropic nature of rock formations.10, 16
chemical potential.8 The chemical potential, which is a
function of the activity and temperature, is obtained using the
following equation: The magnitudes of stresses and pore pressure predicted by
the poromechanics models, were significantly different
µ w = pVw + RT ln(a w ) ……...................................(3) compared to those from the conventional elastic models.
Time-delayed failures as observed in the field could be
As indicated,8, 9 µw/Vw plays the role of a modified predicted by the poromechanics models. In addition, these
pressure. The constitutive equations incorporating chemical models could also predict initiation of failures close to the
effects can therefore be written in terms of the chemical borehole wall, which contribute to wellbore breakouts.
potential.
The aforementioned solutions have been incorporated in
Eqs.(1)-(3) are combined with balance and conduction PBORE-3D. The software allows the design of a wellbore-
laws to yield field equations. The governing equations for the drilling program for mud-weight pressure windows, mud
poromechanics models are then given as follows: salinity, and wellbore depth-gradient analysis. All these
analyses are a function of time. The extension of the solutions
• Equilibrium Equations (Momentum Balance): to chemically active shale formations, and the analysis of mud
weight and salinity in an inclined borehole, renders PBORE-
σ ij , j = 0 ………………………………...……………(4) 3D a unique tool for wellbore drilling programs. The solutions
• Continuity Equation (Mass balance): of theories of poroelasticity, porochemoelasticity,
∂ζ porothermoelasticity, and poroviscoelasticity, as well as their
+ q i, i = 0 ………………………………...………(5) elastic, chemoelastic, thermoelastic, and viscoelastic
∂t counterparts, are all included in PBORE-3D.3 These recently-
• Thermal Energy Balance: developed solutions corresponding to the poromechanics
∂T aspect of the rock formation and drilling fluid, with their solid
Ch + h i, i = 0 ………………………...………(6) mechanics equivalents, allow drilling engineers to make the
∂t necessary decisions on potential critical time effects in drilling
• Darcy’s law: as well as completions, (e.g., time of casing placement and/or
q i = − κ ij p , j ………………………………...………(7) cementing).
• Fourier’s Law: Time-dependent Wellbore Stability: A Field Case
h i = − λ ij T , j ………………………………...………(8) Study
An extended reach drilling (ERD) well was being drilled in
The foregoing equations, (1)-(8), are written using the the North Sea with an oil based drilling fluid. The 17-½” in.
Einstein summation convention for a general anisotropic shoe was set at 4,900 ft true vertical depth (TVD) at an angle
case.10, 11 of 75 degrees. From there a 12-¼” in. hole was drilled
The inclined wellbore problem assumes that the well is smoothly to 14,924 ft measured depth (MD) (5,826 ft TVD),
deviated with respect to the directions of the in-situ stresses with no real problems. At this point, hole pack-off incidents
IADC/SPE 62796 TIME-DEPENDENT WELLBORE (IN) STABILITY PREDICTIONS: THEORY AND CASE STUDY 3
were observed; and a decision was made to make a trip in Modeling was done for 4,995 ft TVD. The majority of
order to appropriately condition the hole. The pack-off and hole problems were encountered at this depth, which is also
tight spot problems continued henceforth throughout the the depth at which the shales were thought to be weak in
drilling and tripping operations for the 12-¼ in. open hole compressive strength and naturally micro-fractured.
section till 16,008 ft MD (5,997 ft TVD). A wiper trip out of
the hole proved difficult with continuing packing-off Figure 1 shows the upper and lower limit of the safe mud
problems. While attempting to re-enter the original hole a weight for the modeled depths, without osmotic effects, as a
ledge was encountered at 7,350 ft MD. Attempts were made to function of hole inclination angle. The upper limit in this case
drill through this ledge; however, despite drilling several is the mud weight above which extension fracturing or fracture
stands, the original wellbore was not found. At this point, propagation could occur and result in excessive drilling fluid
drilling was halted and borehole stability modeling was losses. The lower limit is set by the formation pore pressure or
performed. It was felt that a borehole stability analysis would the minimum mud weight required to prevent borehole
improve planning the mud program for the upcoming side- collapse, whichever is greater.
track.
Low permeability shales (i.e., 10-9 to 10-6 Darcy) lack the
Because the formations drilled were mostly shales and protection of a filter cake because they do not experience
considering that borehole (in)stability problems were seen in normal fluid loss from water-based muds at overbalance.
the 12 - ¼” in. wellbore, it was felt necessary to perform a Instead, slow fluid filtrate invasion gradually (typically on the
borehole stability analysis for the upcoming side-track. Its order of days) equilibrates the mud pressure and the near
purpose was to optimize the mud weight in the shale intervals. wellbore pore pressure, whereby effective mud pressure
A poromechanics approach was used for the borehole stability support is lost. An identical phenomenon (but at a faster rate)
analysis. The analysis performed incorporated various can be observed in microfractured shales. Shale material may
considerations like mud pressure penetration effects and yield in shear or tensile mode due to this pore pressure
chemical potential or osmotic effects. Three scenarios were elevation. The elevation reduces the near-wellbore effective
modeled: stresses that hold the material together, thus resulting in
delayed failure.
• Neglecting chemical and mud penetration effects – This
case involved the traditional impermeable elastic type of For the case where mud pressure penetration effects are
modeling approach and would predict mud weights that considered, based on an equivalent mud weight of 13.8 ppg,
are required to initially drill the formation. analysis shows that the critical region at the wellbore walls
progressively increases in size over time (Figs. 2-5). The
• Including chemical effects – Here the mud system chosen critical region shown in this modeling can be obtained from a
for the analysis invert emulsion oil based mud (IEOBM); permeable poroelastic analysis. Figs. 6-9 show the surface of
and the internal water phase salinity was optimized. This the near wellbore tangential stress as a function of time for
optimization was followed by, incorporating the time- two equivalent mud weights. At any point within the critical
dependent osmotic effects, which would tend to change region the effective stresses are very close to the peak strength
the mud weight requirements to drill the 12 - ¼” in. of the rock. At this point subsequent excessive swab would
interval. cause the rock in the critical region to fail in circumferential
tensile mode. This failure will then result in fill on bottom and
• Including Mud Pressure Penetration Effects - In this type would be the primary cause for severe hole pack-off
of analysis, the effect of the hydraulic conductivity of a symptoms. As the near-wellbore pore pressure elevates, part
oil based mud with a microfractured shale and the of the effective stress distribution nearly exceeds the
influence of this phenomenon on the mud weight compressive strength of the rock and some other parts of the
requirements were modeled. wellbore may have a negative (tensile) effective stress
concentration. This concentration of negative stress could then
The shale pore fluid water activities were predicted from cause the wellbore to be susceptible to fail in compressive
a proprietary company model. Based on existing information, shear mode (collapse) in one portion of the wellbore and
the internal water phase salinity of the IEOBM was optimized. simultaneously fail in tensile mode (fracturing) at other
The optimized salinity of the 80/20 oil water ratio (OWR) was regions (Fig. 10). This distribution of stresses will have the
calculated to be 20% w/w CaCl2 (corresponding to a water effect of compounding the time-delayed near-wellbore
activity of 0.83) for this shale and drilling conditions. Having deterioration.
obtained this information, a borehole stability analysis was
performed. The input parameters used are given in Table 1, An important point to note here is that the modeling for
and a graphical presentation of the results is shown in Figures mud pressure penetration considered an equivalent mud
1 – 12. weight of 13.8 ppg. If a mud weight of 11.7 ppg is utilized in
the analysis, lower tendencies for tensile failure are observed
for the same time intervals. Thus, the use of lighter mud would
4 Y. ABOUSLEIMAN, S. EKBOTE, U.TARE IADC/SPE 62796
7. Ekbote, S., “Time-dependency in Poromechanics: Applications Table 1. List of input parameters for the borehole stability
to the borehole problem”, Ph.D Dissertation in preparation, The analysis.
University of Oklahoma. Parameter Value
8. Sherwood, J.D., “Biot poroelasticity of a chemically active Hole Size (inch) 12 ¼
shale,” Proc. R.. Soc. Lond. A, (1993), 440, 365. Modeled TVD-SS (ft) 4995
9. Sherwood, J.D., and Bailey, L., “Swelling of shale around a Overburden Stress Gradient, Sv (psi/ft) 0.78
cylindrical wellbore,” Proc. R. Soc. London A, (1994), 444, 161.
10. Abousleiman, Y. and Cui, L., “Poroelastic solutions in
Horizontal Stress Gradient, SH = Sh (psi/ft) 0.659
transversely isotropic media for wellbore and cylinder,” Int. J. Pore Pressure, Po (psi/ft) 0.452
Solids Structures, (1998), 35, 4905. Mohr-Coulomb Cohesion (psi) 124
11. Abousleiman, Y. and Ekbote, S. “Porothermoelasticity in Mohr-Coulomb Friction Angle (degrees) 25
transversely isotropic porous materials,” The IUTAM Young’s Elastic Modulus (psi) 890,000
Symposium on Theoretical and Numerical Methods in Poisson’s Ratio 0.32
Continuum Mechanics of Porous Materials, Stuttgart, Germany
Skempton’s Coefficient* 0.95
September 5-10, 1999.
12. Bradley, W.B.: “Failure of inclined boreholes,” ASME J. Energy Undrained Poisson’s Ratio* 0.43
Resour. Tech., (1979), 101, 232. Effective Permeability (mD)* 10-04
13. Ekbote, S., Cui, L. and Abousleiman, Y., “Poroviscoelastic Filtrate Viscosity (Poise)* 0.01
analysis of an inclined borehole,” Rock Mechanics Consortium Time Intervals 1 (days) 10-04
Report: RMC-98-03, University of Oklahoma, Norman, OK, Time Interval 2 (days) 0.1
May, 1998.
Time Interval 3 (days) 4
14. Cui, L., Abousleiman, Y., Cheng, A.H-D., and Roegiers, J.-C.,
“Time-dependent failure analysis of inclined boreholes in fluid- Time Interval 4 (days) 12
saturated formations,” ASME J. Energy Resour. Tech., (1999), * Estimated Value
121.
15. Cui, L., Ekbote, S., Abousleiman, Y., Zaman, M., and Roegiers,
J.-C., “Borehole stability analyses in fluid Saturated formations
with non-penetrating walls,” Int. J. Rock Mech. Min. Sci.,
(1998), 35, No. 4/5, Paper No. 061.
16. Ekbote, S., Cui, L., and Abousleiman, Y., “Poroelastic solution
for inclined boreholes with arbitrary pore fluid conditions at the
borehole walls,” Rock Mechanics Consortium Report: RMC-98-
08, University of Oklahoma, Norman, OK, (November 1998).
17. Cui, L. Ekbote, S., and Abousleiman, Y., “Effect of the pore
fluid conditions at the borehole wall on borehole stability,”
Proc. of The 37th, U.S. Symposium on Rock Mechanics, Amadei
et al (eds.), Balkema, Rotterdam, (1999), 187.
18. Ekbote, S. Abousleiman, Y., and Zaman, M.,
“Porothermoelastic solution for an inclined borehole in
transversely isotropic porous media,” Paper accepted for
presentation at the Fourth NARMS, Seattle, Washington, July
30- August 2, 2000.
Fig. 2 - Wellbore cross-section showing the critical region Fig. 4 - Wellbore cross-section showing the critical region
sensitive To collapse (compressive shear failure mode) after 10-04 sensitive To collapse (compressive shear failure mode) after4
days of drilling (mud weight = 13.8 ppg). days of drilling (mud weight = 13.8 ppg).
Fig. 3 - Wellbore cross-section showing the critical region Fig. 5 - Wellbore cross-section showing the critical region
sensitive to collapse (compressive shear failure mode) after 10-01 sensitive to collapse (compressive shear failure mode) after12
days of drilling (mud weight = 13.8 ppg). days of drilling (mud weight = 13.8 ppg).
IADC/SPE 62796 TIME-DEPENDENT WELLBORE (IN) STABILITY PREDICTIONS: THEORY AND CASE STUDY 7
Fig. 6 – Near-wellbore effective tangential stress surface for an Fig. 8 – Near-wellbore effective tangential stress surface for an
equivalent mud weight of 13.8 lb/gal after 10-04 days of drilling. equivalent mud weight of 11.7 lb/gal after 10-04 days of drilling.
Fig. 7 – Near-wellbore effective tangential stress surface for an Fig. 9 – Near-wellbore effective tangential stress surface for an
equivalent mud weight of 13.8 lb/gal after 12 days of drilling. equivalent mud weight of 11.7 lb/gal after 12 days of drilling.
8 Y. ABOUSLEIMAN, S. EKBOTE, U.TARE IADC/SPE 62796
Fig. 10 – Stress map showing the distribution of near-wellbore Fig. 12 - Effective tangential stress near the wellbore varying with
tangential (hoop) stress for a mud weight of 13.8 lb/gal (note: time for mud weight of 13.8 lb/gal. (Note: Portions of the curve
regions marked in red indicate susceptibility to failure in below the x-axis will fail in tensile (fracturing) mode).
compressive shear mode (collapse) and regions marked in light
green indicate susceptibility to failure in tensile mode (fracturing).