A Theoretical Analysis of Wellbore Failure and Stability in Shales

Introduction Troublesome shales have plagued the petroleum industry for more than 50 years. Unstable boreholes have been experienced when drilled into shale formations; sane have been studied almost at the beginning of rotary drilling. A little progress has been made since then, but much is still to be learned. No simple solution exists so far, but good drilling practices combined with good mud practices have been helpful. It is well known that shales in general have a strong affinity for water, and when water is adsorbed, the stability of the shale section of a well is reduced; cohesive strength will be re- bed, properties will be altered and shale will generally expand and/or crumble. The amount of water a shale will adsorb depends on the characteristics of its clay mineral and the ionic concentration of surrounding fluid. Fluid loss and the resulting hydration of an unstable formation can lead to serious downhole problems. The rate of fluid loss depends greatly on the permeability of the deposited cake. In impermeable formations, however, there is no loss of fluid into the formation. As such, shale, because of its very low porosity and almost no permeability, could be termed impermeable. Yet there is strong evidence that shale surfaces are wetted by an invasion of fluid into the formation through microfractures and jointed planes. It is this wetting that causes the shales to swell and slough into the hole, resulting in problems such as increased mud volume and treating costs, bridges and fill-up, stuck pipe, overgauge hole, poor cement jobs and increased cement requirements, and logging and completion difficulties. Drilling operations have been defeated by severe shale problems, resulting in & hole being plugged and abandoned after several weeks of drilling. Shales are we1l known as being difficult and costly to drill. Numerous fishing jobs have plagued drilling operations, and the cost of reaming tight holes ad weighting up the drilling mud to control shale sloughing has been high. The concept of controlling water loss to stop sloughing was introduced in the 1920's. It was known-then that calcium in fresh water re- strains clay £ran excessive swelling (theory of osmosis) . This reinforced the belief that calcium-based muds such as lime, gypsum and calcium chloride should minimize hydration of clays. Lime muds were then introduced for this purpose and others in the 1930-1940 decade1. They were used for shale inhibition but were not effective. In an attempt to improve them, a special calcium-type mud beam popular during the 1950's. Hole enlargement continued and they too were considered ineffective. During & early 1960qs, papers were published claiming that shale swelling could be prevented by using high concentrations of chemical thinner called Chrane Lignosulfonate1. This began the era of highly treated lignosulfote muds. Unfortunately, the hole enlargement problem continued. During & mid-1960’s, oil based muds were used for the purpose of inhibition of shales. Not until 1966 did Mondshine2 suggest that the water phase be saturated with calcium chloride. The cost of using oil based mud was considered by most operators not worth the additional hole stability. The potassium chloride-polymer muds were also used in many fields in the United States and western Canada. The use of these muds has been claimed to prevent clay swelling by inhibition and encapsulation in sane areas of western Canada. They are also expensive and their ueneral application is still experimental. To reduce filtrate loss when sloughing shale becomes a problem during drilling is a reasonable practice. This study will investigate the use of cationic organic additives to mud to form a protective barrier between the shale - which are primarily composed of clays - and water that will keep water from entering the microfractures and will also prevent them from hydrating. In so doing, an understanding of modern clay chemistry and & dispersive properties of cationic additives in water based systems will be our most valuable tools. This study will also present and solve a mathematical model for simulating cation transport phenomena in fractured shales using the Framdlich equilibrium adsorption isotherm. The studies will analyze wellbore failure and stability as affected by cationic organic material.