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SPE-2559-PA Shale Control With Balanced Activity Obm
SPE-2559-PA Shale Control With Balanced Activity Obm
Oil-Continuous Muds
M. E. Chenevert, SPE-AIME, Esso Production Research Co.
Introduction
Unstable shales have plagued the petroleum industry sorb water. Problems due to hydration usually occur
for more than 30 years. All boreholes drilled into shale some time after the formation is exposed and can be
formations experience some degree of washout, which prevented by using balanced-activity oil-continuous
maybe tolerable in some wells but completely uncon- muds.
trollable in others. Many causes of shale problems Laboratory and field data have shown that many
have been postulated: mechanical factors such as mud formations are capable of adsorbing water2 . or ions
pressure, thermal stresses, pipe movement (both bang- from water-base muds and are capable of adsorbing
ing and swabbing), "rubble" shale, and plastic flow; water from oil-continuous muds. Adsorption* occurs
chemical factors such as hydration of montmorillonite because of differences in chemical potential between
clay. One paper1 describes the dehydration of plastic the mud and the formation, and continues until equi-
"gumbo" shales with invert emulsion muds. The tech- librium is achieved. When considering adsorption
nique reportedly works on soft, wet shales and re- potential for oil-continuous muds, only aqueous
quires only that the salinity of the mud be greater chemical potentials need be considered because ion
than the salinity of the water in the shale. (The salinity transfer does not occur. In the case of water-base
of such shales seldom exceeds 40,000 ppm.) muds, the problem is more complex because of ion
and clay movement as well as water movement be-
Causes of Unstable Wellbores tween the mud and the formation.
Unstable wellbores occur when formation pressures It has been found that the more deeply buried
exceed the pressure exerted by the drilling fluid. Two shales are highly compacted and contain low quanti-
situations can produce such a condition: (a) the well- ties of water. As geologic compaction occurs, water
bore fluid pressure is lower than the in-situ formation is expelled from the shale and produces a degree of
pressure and (b) the in-situ fonnation pressure in- dryness in the shale. The scarcity of water and the
creases because of water adsorption. Too Iowa fluid abundance of charged clay surfaces results in an in-
pressure occurs when mud density is too low or when crease in the adsorptive potential of the shale. S
bottom-hole pressures are reduced by swabbing with
the drill pipe. This type of instability normally can be Balanced Mud Concept
eliminated by drilling with increased mud weight or Water transfer from an oil-continuous mud to a for-
by minimizing pressure surges with low viscosity muds mation can be prevented by increasing the salinity of
and slow pipe nlovement. Another more frequent
cause' of degradation is the excessive formation pres- *The term adsorption is used in thi's paper to describe the
transfer mechanisms believed to occur. This process is also fre-
l
sure that develops when argillaceous formations ad- quently referred to as absorption.
The main cause of shale instability is water adsorption and subsequent swelling of the
wellbore. By adjusting the activity of t/1e water in the mud to that of the water in the
shale, this adsorption can be prevented and gaLlge boreholes can be drilled through
both hard and soft shales.
0.75.-------r---.,..--..--...---
~
a:C
W::J
:(~
~V)
u..::J
00::J 0.90 r-----+----~-~-___l
D::
4 t---r----t---+---+--+--+----l--------+--~
-... ...
>-z
>z
-
u.I
~
~
t=o
Uu
0.95 EMULSION CONTAINS
~ 3 r------j-----+---+---+---+---+----l--~£J____l
<t • 35% SALTWATER
~
~
• 20% SALTWATER
~ 2 t---r----t------+---+--+~=---t--~---+-------J 1.00 ~_~_ _" - - _ - - - J . - _ - - - - J
~
~
DESORPTION
--.:
o 0.05 0.10 0.15 0.20
::.----
t----------+---+-~~--=-~=--------+- AD SORPTION - - - + - - - - - 1 LINEAR % SWELLING
AFTER 24 HOURS
Fig. 3-Swelling response, sal,ty oil muds.
0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 100
WATER ACTIVITY - Ow
0.5,-------y-------,..----....".--.........,
0.94
Fig. I-Sorption isotherm, West Texas hard shale.
ACTIVITY OF .INTERNAL PHASE
0.4r-------+------+--~'-----------1
0.4 r - - - - - - , - - - - - - - - - - - r - - - - - - - - ,
~
I 0.3 r - - - - - - - - - - t - - - - - - + - I - - - - - - - - J
~ 0.3 r------+-------+-----~
C)
Z
C) ACTIVITY OF INTERNAL PHASE :::i
Z 1.00 .....
LI.I 0.2
0.2
...
:::i
w
~
V)
0.80
S 0.91 ~
V)
~
0.1 0.88 «
LI.I
0.1
0.84 z
«
LLI 0.75 ~
z
::; 0 0
0.25 ______+-__ ~0.58
-OJ -0.1
.01 0.1 1.0 10 0.1 10 100
TIME - HOURS TIME - HOURS
fig. 2-Swelling-time curves, West Texas hard shale. Fig. 4-Swelling-time curves, offshore Louisiana soft shale.
6000 EOCENE
--I
--PLIOCENE TO LOWER-
wells show that balanced-activity oil-continuous muds
can stabilize holes drilled through troublesome, hard,
illitic shales.
MIOCENE
7000
:: t=CALIPER "
t--
t--
t--
ECALIPER- I - - 1--1--
'" 10,250'
... 14,250'
- BIT RUN~;ff--;--+---+--+----+--+--+---+---l
AT 14,266' t---+-+-t--+--+---+--+--+--+-+---+---1
.......
... ,......""
.- 14,300'
10,300'
CONTROL WELL TEST WELL 1 CONTROL WELL TEST WELL 2
LlGNOSULFONATE BALANCED-ACTIVITY LlGNOSULFONATE BALAN CED-A CTIVITY
WATER-BASE MUD OIL-CONTINUOUS MUD WA TER-BASE MUD OIL-CONTINUOUS MUD
Fig. I3-Caliper logs, West Texas hard shale. Fig. I4-Caliper logs, West Texas hard shale.
-r_
\..
f
'\
~
-
17,750' 17,750' :: iF;CALIPER= --
r;;.. .... :-li CALIPER
,HOLE SIZ E)
= =(HOLE SIZE) -
......
17,800' 17,800'
Fig. 15~Caliper logs, South Louisiana hard shale.
hole because of its excellent condition. Fig. 12 shows soft shale, high in montmorillonite clay content, was
that there was negligible fill in Wells 1 and 2. Caliper encountered at a depth of about 3,200 ft in an offshore
logs from these wells and from the lignosulfonate con- Louisiana area. Attempts to drill this shale with a
trol well are shown in Figs. 13 and 14. Fig. 14 shows water-base mud resulted in severe clay swelling and
a 14-in. shift in the caliper log for Well 2 at a depth subsequent drilling difficulties. A balanced-activity
of 14,265 ft. Several other shifts were observed on oil-continuous mud was evenually used, which elimi-
this log, and in each case a new bit had been run at nated the shale swelling problem and enabled a gauge
the same depth as the shift. It is apparent that the borehole to be drilled.
wellbores are so smooth that 14 -in. variations due to Laboratory analysis showed this shale to consist of
worn bits are reflected on the caliper log. 15 percent quartz, 1 percent feldspar, 1 percent dolo-
Considerable drilling time was saved because of the mite, 38 percent illite, 35 percent montmorillonite,
elimination of rig time usually spentin drilling fill. and 10 percent kaolinite. The shale contained 11
Hazardous conditions such as stuck pipe and high weight percent water with a salinity of 30,000 ppm.
torque were eliminated. The liner for Well 2 was acci- Shale strength tests (Fig. 16) showed this shale to
dentally dropped 2,000 ft, then easily fished out of withstand a 400-psi stress differential under down-
the hole on the first try with no indications of being hole conditions. As water was added to the shale, its
stuck. strength rapidly fell to zero.
A caliper log obtained after the balanced-activity
South Louisiana Shale oil-continuous mud was used (Fig. 17) showed the
Serious washouts are often encountered in South Lou-
isianawhere water-base muds are used to drill trouble- 1000 ......-----.---~--..-------.---~-----,
some hard shale (see Well A, Fig. 15), which occurs 3500 PSI
between 17,000 and 19,000 ft. This shale contains
about 18 percent quartz, 5 percent feldspar, 1 percent c;; 800
~
calcite, 57 percent illite, and 18 percent chlorite. An
attempt was made to drill this formation with a com- :z:-
... ~v Pc
600
mercially available oil-continuous mud containing 5
percent fresh water in the internal phase. The hole
enlarged and shale cavings caused serious drilling
"
Zo
..... 0
~an
I
400
"'~
problems (see Well B, Fig. 15). A sidetrack was Q
...I
eventually set and the activity of the oil mud was ..... 3500 PSI
lowered to 0.75. A trouble-free hole and a gauge >= 200
caliper suggested that an adequate activity balance
had been achieved by saturating the water phase of the
mud with sodium chloride. 10 20 30 40 50 60
WEIGHT % WATER
Offshore Louisiana
Fig. 16--Strength-hydration relationship,
Severe drilling problems were experienced when a South Louisiana soft shale.
t
SPECIAL OIL
CONTINUOUS
References
1. Mondshine, T. C. and Kercheville, J. D.: "Successful
Gumbo Shale Drilling", Oil and Gas J., March 28, 1966.
2. Chenevert, M. E.: "Shale Alteration by Water Adsorption",
J. Pet. Tech. (Sept., 1970) 1141-1147.
MUD USED 3. Chenevert, M. E., "Adsorptive Pore Pressures of Argillace-
ous Rocks", paper presented at Eleventh Symposium on
Rock Mechanics, Berkeley, Calif., June 16-19, 1969.
3350'- 4. Robinson, R. A. and Stokes, R. H.: Electrolyte Solutions,
2nd ed., Butterworths Scientific Publications, London
(1959) 25.
Fig. 17-Galiper log, offshore Louisiana soft shale.
5. Hubbert, M. K. and Willis, D. G.: "Mechanics of Hydrau-
lic Fracturing", Trans., AIME (1957) 210, 153-166.
hole to be enlarged above 3,300 ft where the water- 6. International Critical Tables, McGraw-Hill Book Co., Inc.,
base mud was used and to gauge for ·the rest of the New York (1933) 3, 297-300.
hole where the balanced oil mud was used. 7. Dallmus, K. F.: "Mechanics of Basic Evaluation and its
Relation to the Habitat of Oil in the Basin", Habitat of
Oil, AAPG (1958) 42,883-931. JPT
Conclusions
The following conclusions are based on extensive
Original manuscript received in Society of Petroleum Engineers
laboratory data and field results. office Sept. 28, 1969. Revised manuscript received May 30, 1970.
1. The main cause of shale instability for both soft Paper (SPE 2559) was presented at SPE 44th Annual Fall Meeting,
held in Denver, Colo., Sept. 28-0ct. 1, 1969. © Copyright 1970
and hard shales is water adsorption and subsequent American Institute of Mining, Metallurgical, and Petroleum Engi-
swelling of the wellbore. neers, Inc.
This paper will be printed in Transactions volume 249, which
2. The in-situ water activity of the shale can be will cover 1970.