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Keywords = underbalanced drilling

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27 pages, 6365 KB  
Article
Lessons Learned and Proposed Solutions for Drilling Wells in the San Juan Basin for a CO2-Storage Project
by Van Tang Nguyen, William Ampomah, Tan Nguyen, Sai Wang, Duc Pham, Hao Duong and Hoa Vo
Appl. Sci. 2026, 16(2), 937; https://doi.org/10.3390/app16020937 - 16 Jan 2026
Viewed by 469
Abstract
This paper synthesizes lessons learned from drilling a CO2-storage stratigraphic well in the San Juan Basin (New Mexico, USA) to clarify drivers of operational incidents and to inform future well planning. A literature review of regional drilling problems was combined with [...] Read more.
This paper synthesizes lessons learned from drilling a CO2-storage stratigraphic well in the San Juan Basin (New Mexico, USA) to clarify drivers of operational incidents and to inform future well planning. A literature review of regional drilling problems was combined with pre-drill engineering based on offset-well history and a geomechanical model, including casing, cementing, and hydraulics designs developed in commercial software; these designs were compared with field execution to extract incident-specific lessons. The most frequent problems observed are lost circulation, stuck pipe, and poor control of drilling parameters, consistent with complex lithology and reservoir pressure depletion that reduces fracture pressure below anticipated values. Based on the lessons learned, three mitigations are proposed as follows: (1) update the geomechanical model with the latest pore, fracture pressure estimates; (2) apply underbalanced drilling using nitrified mud by injecting nitrogen through a parasite string while drilling intermediate and production sections; and (3) maintain operating limits (weight on bit < 44.5 kN, top-drive rotation < 45 rpm, and pump rate < 1.32 m3/min) to improve fluid returns through low-fracture-pressure intervals. Simulation results support the applicability of the proposed solutions. Full article
(This article belongs to the Section Energy Science and Technology)
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15 pages, 4075 KB  
Article
Combining Knowledge and a Data Driven Method for Identifying the Gas Kick Type in a Fractured Formation
by Hu Yin, Menghan Si, Hongwei Cui, Qian Li and Wei Liu
Appl. Sci. 2022, 12(21), 10912; https://doi.org/10.3390/app122110912 - 27 Oct 2022
Cited by 2 | Viewed by 2023
Abstract
The main forms of gas kicks into the wellbore during drilling in fractured carbonate reservoirs are underbalanced pressure and gravity displacement. These two forms of gas kicks have different mechanisms of gas entry into the wellbore and different well control measures, which require [...] Read more.
The main forms of gas kicks into the wellbore during drilling in fractured carbonate reservoirs are underbalanced pressure and gravity displacement. These two forms of gas kicks have different mechanisms of gas entry into the wellbore and different well control measures, which require the timely identification of the type of gas kick when it occurs. A two-phase flow model with a wellbore-formation coupling was developed, based on the gas kick rate models. The variation characteristics of the bottomhole gas influx rate, the wellbore free gas, the bottomhole pressure, the bottomhole pressure change rate, the pit gain and the outlet flow rate during an underbalanced pressure gas kick and a gravity displacement gas kick, were compared and analyzed. Combining the dynamic time warping (DTW) and the wellbore-formation, coupled with a two-phase flow model, an identification method of the gas kick type, based on the DTW was proposed. Following the detection of the gas kick, the identification is performed by calculating the DTW distance between the surface parameter time series, obtained from the two-phase flow simulation and the surface parameter time series, measured in real time. The field example results show that the method can identify the type of gas kick, based on the real-time surface measurement parameters and provide a basis for taking targeted well control measures. Full article
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22 pages, 5646 KB  
Article
Drilling in Complex Pore Pressure Regimes: Analysis of Wellbore Stability Applying the Depth of Failure Approach
by Ahmed E. Radwan
Energies 2022, 15(21), 7872; https://doi.org/10.3390/en15217872 - 24 Oct 2022
Cited by 30 | Viewed by 4327
Abstract
Most old oil and gas fields worldwide are depleted, making drilling in these sedimentary zones extremely difficult, especially in complex pore pressure regimes when they are accompanied by over-pressure zones. Considering that typical wellbore stability studies provide a conservative mud density curve to [...] Read more.
Most old oil and gas fields worldwide are depleted, making drilling in these sedimentary zones extremely difficult, especially in complex pore pressure regimes when they are accompanied by over-pressure zones. Considering that typical wellbore stability studies provide a conservative mud density curve to prevent wellbore failure, dynamic geomechanical approaches are required to provide more flexible and manageable drilling in such complex cases in order to address anticipated drilling obstacles. This study aims to apply the more dynamic concept, known as “depth of damage” (DOD), in the El Morgan oil field, Gulf of Suez Basin, to deliver a more optional mud density window that helps in the safe drilling of different pore pressure regimes within the area, as well as the implications of applying this drilling strategy in the studied basin. In this paper, well logging and downhole measurements were used to develop a 1D geomechanical earth model and infer the in situ stresses in the studied boreholes, and the modified Lade failure criterion was used to conduct the wellbore stability analysis. The study revealed that the El Morgan sedimentary succession has a complex and varied pore pressure regime. Applying the DOD approach introduces multiple mud density scenarios that can lead to successful drilling and avoid unexpected incidents while drilling. The key benefit of the DOD approach is that it widens the safe mud density window to be less than the shear failure with an acceptable amount of failure. This study provides insights into unconventional techniques such as underbalanced drilling techniques that can be used under manageable conditions in mature basins. Furthermore, the DOD approach is compared to the conventional wellbore stability analysis or breakout depth approach, and the main differences, merits, and demerits of each were discussed in this study. Full article
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30 pages, 8054 KB  
Review
Drilling Fluid and Cement Slurry Design for Naturally Fractured Reservoirs
by Nediljka Gaurina-Međimurec, Borivoje Pašić, Petar Mijić and Igor Medved
Appl. Sci. 2021, 11(2), 767; https://doi.org/10.3390/app11020767 - 14 Jan 2021
Cited by 43 | Viewed by 17299
Abstract
For years, drilling engineers have been faced with the challenge of drilling wells through naturally fractured reservoirs that are present around the world. During drilling, the pressure at the bottomhole of a well is frequently intentionally higher than formation pressure, which can result [...] Read more.
For years, drilling engineers have been faced with the challenge of drilling wells through naturally fractured reservoirs that are present around the world. During drilling, the pressure at the bottomhole of a well is frequently intentionally higher than formation pressure, which can result in the loss of mud in surrounding rocks. During well cementing, the bottomhole pressure is even higher than it is during drilling, because the cement slurry density is higher than the density of the mud. Therefore, if natural or induced fractures in the surrounding rocks are not plugged during drilling, the cement slurry can be lost to them, reducing their permeability which is undesirable in the case of a pay zone. To prevent the loss of circulation and the related consequences, it is necessary to apply good drilling and cementing practices and to use adequate methods and carefully selected materials for plugging the loss zones. The aim of this article is to give an overview of the preventive and corrective methods that can be applied in drilling and cementing through fractured zones as well as improvements in drilling and cementing technology to avoid lost circulation issues (e.g., aerated drilling fluid, casing while drilling, managed pressure drilling, expandable tubulars, lightweight cement slurries, etc.). Full article
(This article belongs to the Special Issue Fractured Reservoirs)
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39 pages, 13534 KB  
Article
Elementary Pore Network Models Based on Complex Analysis Methods (CAM): Fundamental Insights for Shale Field Development
by Ruud Weijermars and Aadi Khanal
Energies 2019, 12(7), 1243; https://doi.org/10.3390/en12071243 - 1 Apr 2019
Cited by 7 | Viewed by 4206
Abstract
This paper presents insights on flow in porous media from a model tool based on complex analysis methods (CAM) that is grid-less and therefore can visualize fluid flow through pores at high resolution. Elementary pore network models were constructed to visualize flow and [...] Read more.
This paper presents insights on flow in porous media from a model tool based on complex analysis methods (CAM) that is grid-less and therefore can visualize fluid flow through pores at high resolution. Elementary pore network models were constructed to visualize flow and the corresponding dynamic bottomhole pressure (BHP) profiles in a well at reservoir outflow points. The pore networks provide the flow paths in shale for transferring hydrocarbons to the wellbore. For the base case model, we constructed a single flow path made up of an array of pores and throats of variable diameter. A passive ganglion (tracer) of an incompressible fluid was introduced to demonstrate the deformation of such ganglions when moving through the pores. The simplified micro-flow channel model was then expanded by stacking flow elements vertically and horizontally to create complex flow paths representing a small section of a porous reservoir. With these model elements in place, the flow transition from the porous reservoir fluid to the wellbore was modeled for typical stages in a well life. The dynamic component of the bottomhole pressure (BHP) was modeled not only during production but also during the drilling of a formation (with either balanced, underbalanced or overbalanced wellbore pressure). In a final set of simulations, the movement of an active ganglion (with surface tension) through the pore space was simulated by introducing a dipole element (which resisted deformation during the movement through the pores). Such movement is of special interest in shale, because of the possible delay in the onset of bubble point pressure due to capillarity. Capillary forces may delay the reservoir to reach the bubble point pressure, which postpones the pressure-drop trigger that would lead to an increase of the gas–oil ratio. The calculation of the estimated ultimate recovery (EUR) with an erroneous assumption of an early increase in the gas–oil ratio will result in a lower volume than when the bubble point delay is considered. Full article
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31 pages, 6858 KB  
Article
Uncertainty Evaluation of Safe Mud Weight Window Utilizing the Reliability Assessment Method
by Tianshou Ma, Tao Tang, Ping Chen and Chunhe Yang
Energies 2019, 12(5), 942; https://doi.org/10.3390/en12050942 - 12 Mar 2019
Cited by 28 | Viewed by 5661
Abstract
Due to the uncertainty of formation properties and improper wellbore stability analysis methods, the input parameters are often uncertain and the required mud weight to prevent wellbore collapse is too large, which might cause an incorrect result. However, the uncertainty evaluation of input [...] Read more.
Due to the uncertainty of formation properties and improper wellbore stability analysis methods, the input parameters are often uncertain and the required mud weight to prevent wellbore collapse is too large, which might cause an incorrect result. However, the uncertainty evaluation of input parameters and their influence on safe mud weight window (SMWW) is seldom investigated. Therefore, the present paper aims to propose an uncertain evaluation method to evaluate the uncertainty of SMWW. The reliability assessment theory was introduced, and the uncertain SMWW model was proposed by involving the tolerable breakout, the Mogi-Coulomb (MG-C) criterion and the reliability assessment theory. The influence of uncertain parameters on wellbore collapse, wellbore fracture and SMWW were systematically simulated and investigated by utilizing Monte Carlo simulation. Finally, the field observation of well SC-101X was reported and discussed. The results indicated that the MG-C criterion and tolerable breakout is recommended for wellbore stability analysis. The higher the coefficient of variance is, the higher the level of uncertainty is, the larger the impact on SMWW will be, and the higher the risk of well kick, wellbore collapse and fracture will be. The uncertainty of basic parameters has a very significant impact on SMWW, and it cannot be ignored. For well SC-101X, the SMWW predicted by analytical solution is 0.9921–1.6020 g/cm3, compared to the SMWW estimated by the reliability assessment method, the reliability assessment method tends to give a very narrow SMWW of 1.0756–1.0935 g/cm3 and its probability is only 80%, and the field observation for well kick and wellbore fracture verified the analysis results. For narrow SMWW formation drilling, some kinds of advanced technology, such as the underbalanced drilling (UBD), managed pressure drilling (MPD), micro-flow drilling (MFD) and wider the SMWW, can be utilized to maintain drilling safety. Full article
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19 pages, 5573 KB  
Article
Mechanical Behavior and Permeability Evolution of Reconstituted Coal Samples under Various Unloading Confining Pressures—Implications for Wellbore Stability Analysis
by Qiangui Zhang, Xiangyu Fan, Yongchang Liang, Minghui Li, Guangzhi Li, Tianshou Ma and Wen Nie
Energies 2017, 10(3), 292; https://doi.org/10.3390/en10030292 - 2 Mar 2017
Cited by 32 | Viewed by 4940
Abstract
Low pressure, low permeability, and low saturation of Chinese coal-bed methane (CBM) reservoirs make underbalanced drilling (UBD) widely used for mining CBM in China. In this study, mechanical behavior and permeability of coal rock were investigated under different degrees of unloading confining pressure [...] Read more.
Low pressure, low permeability, and low saturation of Chinese coal-bed methane (CBM) reservoirs make underbalanced drilling (UBD) widely used for mining CBM in China. In this study, mechanical behavior and permeability of coal rock were investigated under different degrees of unloading confining pressure (UCP)-reloading axial stress (RAS) by a triaxial experimental apparatus. These tests revealed that: (1) peak deviatoric stress of coal rock in UCP-RAS is lower than that in a conventional triaxial compression (CTC) test, and the peak deviatoric stress linearly relates the degree of unloading confining pressure. The deformation modulus of coal in UCP-RAS is lower than that in CTC, while the lateral expansion ratio is larger than that in CTC; (2) higher UCP leads to a faster increase of permeability during RAS until the failure of coal; (3) the cohesion and internal friction angle tested by UCP-RAS are lower by 4.57% and 15.18% than those tested by CTC. In addition, a field case (Zhaozhuang well, Qinshui Basin, China) of a well collapse problem validates the higher probability of wellbore collapse due to the increase of equivalent collapse fluid density, which is calculated by using coal rock parameters tested by UCP-RAS rather than by CTC. Full article
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20 pages, 381 KB  
Review
Experimental Study of Formation Damage during Underbalanced-Drilling in Naturally Fractured Formations
by Siroos Salimi and Ali Ghalambor
Energies 2011, 4(10), 1728-1747; https://doi.org/10.3390/en4101728 - 24 Oct 2011
Cited by 26 | Viewed by 8845
Abstract
This paper describes an experimental investigation of formation damage in a fractured carbonate core sample under underbalanced drilling (UBD) conditions. A major portion of this study has concentrated on problems which are often associated with UBD and the development of a detailed protocol [...] Read more.
This paper describes an experimental investigation of formation damage in a fractured carbonate core sample under underbalanced drilling (UBD) conditions. A major portion of this study has concentrated on problems which are often associated with UBD and the development of a detailed protocol for proper design and execution of an UBD program. Formation damage effects, which may occur even if the underbalanced pressure condition is maintained 100% of the time during drilling operation, have been studied. One major concern for formation damage during UBD operations is the loss of the under-balanced pressure condition. Hence, it becomes vital to evaluate the sensitivity of the formation to the effect of an overbalanced pulse situation. The paper investigates the effect of short pulse overbalance pressure during underbalanced conditions in a fractured chalk core sample. Special core tests using a specially designed core holder are conducted on the subject reservoir core. Both overbalance and underbalanced tests were conducted with four UBD drilling fluids. Core testing includes measurements of the initial permeability and return permeability under two different pressure conditions (underbalanced and overbalanced). Then the procedure is followed by applying a differential pressure on the core samples to mimic the drawdown effect to determine the return permeability capacity. In both UBD and short pulse OBP four mud formulations are used which are: lab oil, brine (3% KCL), water-based mud (bentonite with XC polymer) and fresh water. The return permeability measurements show that a lab oil system performed fairly well during UBD and short OB conditions. The results indicate that a short overbalance pressure provides a significant reduction in permeability of the fractured formations. In most tests, even application of a high drawdown pressure during production cannot restore the initial permeability by more than 40%. Full article
(This article belongs to the Special Issue Advances in Petroleum Engineering)
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15 pages, 313 KB  
Review
A Simple Analytical Approach to Simulate Underbalanced- drilling in Naturally Fractured Reservoirs—The Effect of Short Overbalanced Conditions and Time Effect
by Siroos Salimi, Ali Ghalambor, Johan Tronvoll and Knut Inge Andersen
Energies 2010, 3(10), 1639-1653; https://doi.org/10.3390/en3101639 - 29 Sep 2010
Cited by 7 | Viewed by 11410
Abstract
This paper describes an analytical approach to investigate the nature of short overbalanced conditions and time effects during underbalanced drilling (UBD) in a naturally fractured reservoir. This study uses an analytical model which is developed for kinetic invasion of mud into the fractures. [...] Read more.
This paper describes an analytical approach to investigate the nature of short overbalanced conditions and time effects during underbalanced drilling (UBD) in a naturally fractured reservoir. This study uses an analytical model which is developed for kinetic invasion of mud into the fractures. The model is based on fluid flow between two parallel plates, which is further extended to model the fluid flow in a fractured formation. The effect of short overbalanced pressure and the time effect during UBD as well as the aspects of well productivity and flow efficiency are explained. This model is an Excel-based program and provides a fast and convenient tool for analysis and evaluation of drilling conditions (mud properties, time, and pressure of drilling) in a fractured formation. The model can also predict the impact of the fracture and mud properties on the depth of invasion in the fractured formations. Full article
(This article belongs to the Special Issue Oil Recovery)
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