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We have developed a new analytical model for underbalanced drilling (UBD) that takes into account that rocks have scale dependent strengths, that the full stress concentration is not developed at a given depth in a well until sometime after the drill bit has passed, and that fluid flow into the advancing wellbore leads to a zone of locally lower pore pressure surrounding the well that extends beneath the drill bit. The model predicts regions within which compressive shear failure will occur and also provides predictions of where spalling (tensile failure) is a possibility. The results provide a more realistic and less conservative prediction of wellbore risk than models developed to study the stability of overbalanced wells. This new model can be applied to predict whether underbalanced operations are possible in a given well, and also the severity of wellbore instability as a function of underbalance. In addition, the model allows constraints to be placed on the in situ stress field (magnitudes and orientations) based on observations of wellbore failure in wells which have been drilled underbalanced. Wells designed utilizing model predictions were drilled without incident, and the model also provided reasonable predictions of the state of stress.

Whilst the step-out lengths of proposed ERD wells are becoming more and more challenging, wellbore stability assurance technologies - both in the pre-planning and execution phases - are developing at an equal pace. In this paper we describe several new developments in theoretical understanding and predictive capability of rock failure surrounding wells drilled at high-angle to bedding that are required to solve the problems encountered in these challenging environments. Rig-site processes for the integration of this new understanding with real-time diagnostic measurement and monitoring provide the means to deliver borehole stability assurance for ERD wells drilled in the most challenging environments.

Drilling problems frequently result from severe mechanical failure of the wellbore wall and thus depend on the interplay between the magnitude and orientation of in situ stresses, rock strength, mud weight, and the orientation of the wellbore. Utilizing a new suite of software tools developed to study wellbore stability in a wide variety of geologic environments, we can accurately predict optimally-stable wellbore trajectories from knowledge of the stress tensor. The analysis is a two step process – first, we determine stress from observations of failure in existing wells. We can then apply this knowledge to predict the stability of proposed wells both while drilling and later during production. We illustrate this type of approach using three case studies. First, we combine observations of failure in a vertical well with rock strength measurements to demonstrate the feasibility of horizontal drilling in poorly consolidated reservoir sands. Next, we analyze the stability during production of a series of multilaterals drilled from a single inclined parent well. Finally, we show that wellbore stability can be controlled by the orientation of a well with respect to bedding, and illustrate a method to optimize the trajectory of wells to account for this effect.