Page 201 - Fundamentals of Gas Shale Reservoirs
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WELLBORE INSTABILITY IN GAS SHALE RESERVOIRS  181
            can then be calibrated against core test data if any is avail­  The minimum horizontal stress obtained from above for­
            able. However, for VTI material, the following equation pre­  mulae can be calibrated against direct measurements of
            sented by Wilson et al. (2007) should be used to calculate the   extended leak‐off test (XLOT), a standard leak‐off test (LOT),
            UCS of rocks relative to the bedding planes.         or a mini‐frac test (Yamamoto, 2003; Zoback et al., 2003).

                UCS    UCS max (cos  k 1  sin  )(1  sincos  )    8.4.2.4  Mud Weight Window in VTI Condition  Calculat­
                                               k 4      (8.23)   ing all of the parameters mentioned earlier including, elastic,
                           12  sincos   1       2                strength, and in situ stress parameters under VTI condition,
                                              ( 21  k ) )
                                                  1              mud weight can be estimated by different failure criteria. In
                                                                 drilling engineering practice, a linear poroelasticity stress
            Where UCS  is the UCS at ϑ with consideration of bedding   model in conjunction with a rock strength criterion is com­
                      ϑ
            effect and ϑ is the angle between the stress concentration to   monly used to determine the optimum mud pressure required
            bedding (e.g.,   0 represents loading perpendicular to bed­  to stabilize the wellbore. During drilling, borehole collapse
            ding). UCS max  is the maximum strength at any orientation   and drilling‐induced fractures  are  the two main wellbore
            and k  and k  are defined as:                        instability problems that often lead to the need for fishing,
                1    2
                                                                 stuck pipe, reaming operations, sidetracking, and loss of
                                     q
                                 k 1  II               (8.24)    circulation.  These problems can often be eliminated by
                                     q                           selecting a suitable mud weight. This is typically carried out
                                                                 using a constitutive model to estimate the stresses around the
                                   UCS
                               k 2     min             (8.25)    wellbore coupled with a failure criterion to predict the ulti­
                                   UCS max                       mate strength of reservoirs rocks. Therefore, the main aspect
                                                                 of wellbore stability analysis is the selection of an appro­
            where q  is the strength when the bedding is parallel to the   priate rock strength criterion. Numerous simple, and now
                  II
            sample axis, q  is the strength when bedding is perpendic­  common, triaxial criteria have been proposed during the last
            ular to the sample axis, and UCS  is the minimum strength   few decades in which intermediate and minor principal
                                      min
            at any orientation.                                  stresses are equal (σ  > σ  = σ ) (Bieniawski, 1974; Fairhust,
                                                                                    2
                                                                                 1
                                                                                        3
                                                                 1964; Franklin, 1971; Hobbs 1964; Hoek and Brown, 1980;
            8.4.2.3  Estimation of  In Situ Stresses in VTI Formation     Johnston, 1985; Mohr, 1900; Murrel, 1965; Ramamurthy
            Two equations are often used to estimate far‐field (?) effective   et al., 1985; Sheorey et al., 1989; Yudhbir et al., 1983). The
            horizontal stress magnitudes using effective overburden stress   triaxial criteria show close agreement with results of triaxial
            term (this stress is easily obtained by integrating formation   tests and are frequently used in stability analyses of rock
            bulk density from surface to depth).  Traditional equations   structures. However, they ignore the influence of intermediate
            used to determine horizontal in situ stress magnitude assume   principal stress on ultimate strength of rocks causing unreal­
            an isotropic poroelastic medium (Fjaer et al., 1992):   istic prediction of stability for structures. For instance,
                                                                 Mohr–Coulomb strength criterion is the most commonly
                      v                   E sta                  used triaxial criterion used for the determination of rocks
                                                     y
                                p
                 h  (1  v)  (  v  P )  P p  (1  v )  (  x  v )  (8.26)
                                             2
                                                                 strength. This criterion suffers from two major limitations:
                                                                 (i) it ignores the nonlinearity of strength behavior and (ii) the
                     v                     E sta                 effect of intermediate principal stress is not considered in its
                                 p
                H  (1  v)  (  v  P )  P p  (1  v )  (  y  v  x  )    conventional form.  Thus, the criterion overestimates the
                                              2

                                                       (8.27)    minimum mud pressure because it neglects the effect of the
                                                                 intermediate principal stress (McLean and  Addis, 1990).
              However, considering VTI behavior of reservoir rocks,   Vernik and Zoback (1992) found that Mohr–Coulomb
            magnitude of in situ stress should be obtained using the     criterion is not able to provide realistic results to relate the
              following equations (Higgins et al., 2008):          borehole breakout dimension to the in situ stresses in
                                                                 crystalline rocks.  Thus, they recommended the use of a
                 E   v                     E        Ev           strength criterion to consider the effect of the intermediate
                  11  31  (     P )  P      11       11 12
             h              v    p    p      2  h      2 2  H    principal stress. Zhou (1994) developed a numerical model
                E ( 1  v )                1 (  v )  1 (  v )
                  33
                       12
                                             12
                                                       12
                                                       (8.28)    to determine the borehole breakout dimensions based on
                                                                 various rock failure criteria. He found that the Mohr–
                                                                 Coulomb criterion tends to predict larger breakouts than are
                 E 11  v 31                E 11     Ev           predicted by criteria that incorporate the effect of σ . Song
                                                     11 12
              H  E ( 1  v ) (  v  P )  P p  1 (  v )  H  1 (  v )  h                                       2
                                 p
                                                       2 2
                                             2
                  33    12                   12        12        and Haimson (1997) concluded that the Mohr–Coulomb
                                                       (8.29)      criterion  did  a  poor  job  in  the  prediction  of  breakout
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