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Stress and pressure act upon every reservoir, wellbore and completion. Drilling,
production and injection processes modify these stresses and pressures, sometimes
to the operators detriment. Through advances in geomechanical measurements,
modeling and monitoring, E&P companies are now able to predict and mitigate the
effects of stress and pressure as they change throughout the life of their fields
from appraisal to abandonment.
John Cook
Cambridge, England
Ren A. Frederiksen
Klaus Hasbo
Hess Denmark ApS
Copenhagen, Denmark
Sidney Green
Arnis Judzis
J. Wesley Martin
Roberto Suarez-Rivera
Salt Lake City, Utah, USA
Jorg Herwanger
Patrick Hooyman
Don Lee
Sheila Noeth
Colin Sayers
Houston, Texas, USA
Nick Koutsabeloulis
Robert Marsden
Bracknell, England
Morten G. Stage
DONG Energy
Hrsholm, Denmark
Chee Phuat Tan
Kuala Lumpur, Malaysia
For help in preparation of this article, thanks to Ben Elbel,
Dallas; Ian Walton, Rosharon, Texas; and Smaine Zeroug,
Clamart, France. Thanks also to Hess Denmark ApS, DONG
Exploration and Production A/S, Noreco ASA, and Danoil for
contributing their North Sea case study.
ECLIPSE, Petrel, TerraTek, UBI (Ultrasonic Borehole Imager)
and VISAGE are marks of Schlumberger.
36
Oilfield Review
Major
effective
stress 1
Tensile strength
Autumn 2007
37
V
> In-situ stresses and principal stresses. Stresses on a cube of material
buried in the earth are given the designation V, H and h, where V indicates
vertical, H indicates the direction of the larger horizontal stress, and h that of
the smaller horizontal stress. For simplicity, it is often assumed that these are
the principal stress directions, but the principal directions of stress can be
rotated significantly from these three axes. The principal stresses are
generally indicated as 1, 2 and 3, in decreasing order of magnitude. When
the principal stress directions do not coincide with the vertical and horizontal
directions, there will also be shear stresses on the cube faces in the
orientation shown.
Fracture point
Elastic field
Yield point
Stress
Ductile field
Strain
> Stress-strain diagram. Rocks that undergo elastic deformation store strain
energy as their volume changes. When the applied boundary stresses are
removed, the rock returns to its original state of deformation while the strain
energy returns to its original value. With application of greater stress, rocks
undergo inelastic deformation as nonrecoverable, internal structural changes
occur (starting at the yield point), such as tensile microcracking, grain crushing
or slippage at grain boundaries. These changes result in permanent volumetric
deformation, often referred to as plastic deformation. Higher stresses
eventually cause the rock to fail (fracture point), as exemplified by crushing or
fracturing of constituent grains and cement or by mineral dissolution.
38
Oilfield Review
Autumn 2007
Impossible
states
re
failu
ear
Sh
e
surfac
te
Ten
failure sile
surf
ace
Dilation
ca
iti
Cr
ta
ls
e
lin
Duc
tile
fai
lu
Comp
a
re
ctio
n
e
fac
ur
Near-elastic region
sur
fac
Compaction
> Distortion and failure. Distinct modes of distortion and failure can be plotted
as a function of shear stress (Q) and mean effective stress (P' ). At relatively
low P' and high Q, rock failure typically occurs as localized shear along a
plane oriented at an angle to the principal stress axes. At relatively high P'
and low Q, rocks may undergo compaction or pore collapse. (Adapted from
Scott, reference 3.)
39
h = 2,000 psi
H = 3,000 psi
H = 3,000 psi
Wellbore
h = 2,000 psi
Hoop stress, psi
2,000
3,000
4,000
5,000
6,000
7,000
> Plan view of hoop stresses surrounding a vertical wellbore. In this model,
pore pressure and wellbore pressure are equal, while maximum and minimum
effective stresses within the formation equal 2,000 psi and 3,000 psi [13.8 and
20.7 MPa], respectively. However, hoop stress, which varies as a function of
radius and azimuth, is strongly compressive along the azimuth aligned with
minimum horizontal stress (h) (red shading above and below the wellbore),
where it reaches almost 7,000 psi [48.3 MPa]. Wellbore failure will be more
likely to occur along this axis. (Adapted from Sayers et al, reference 9.)
40
Changes in Stress
Drilling and production activities affect local
stress regimes. Problems encountered during
drilling may portend difficulties encountered
subsequently during the production phase.
Changes in stress may result in rock failure that
causes wellbore instability during drilling. These
changes may later lead to sand production once
the well has been completed. Other activities
during the life of a field can cause pore pressure
and temperature changes, which can modify
stresses acting farther from the wellbore. Stress
changes affect not only the reservoir but also
adjacent formations.
Drilling activity perturbs the initial equilibrium of stresses in the near-wellbore region. As
a cylindrical volume of rock is excavated
through drilling, the stresses formerly exerted
on that volume must instead be transferred to
the surrounding formation. This process creates
tangential, or hoop stresses, which must be
borne by the rock surrounding the borehole.
These wellbore stresses are a function of mud
weight, wellbore inclination, formation dip
angle and azimuth, and the magnitude and
orientation of far-field stresses (V, H and h).
Hoop stress varies strongly as a function of
Oilfield Review
Autumn 2007
5,320
5,321
5,322
Depth, ft
5,323
5,324
5
5,325
0
5
0
Radius, in.
5
5
> Borehole breakout. Results from a UBI Ultrasonic Borehole Imager logging
tool show the extent of stress-related damage in a wellbore. In isotropic or
transversely isotropic rock, where rock properties do not change along the
plane of the wellbore, such damage is generally aligned along a plane of
least horizontal stress.
41
15,000
12,000
ion
let
p
De
9,000
Safe
drawdown
6,000
3,000
3,000
6,000
9,000
12,000
15,000
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Oilfield Review
Autumn 2007
50,000 psi
A'
A
0 psi
50,000 psi
0 psi
50,000 psi
0 psi
50,000 psi
B'
2.0 ft
1.9
1.8
1.7
1.6
1.5
1.4
1.3
1.2
1.1
0.9
1.0 ft
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0 psi
0 ft
> Overlay of a core photograph and scratch test results. A scratch test uses a sharp point that is pulled
along the core with a fixed force to press it into the cores surface. The depth of the scratch, as an
indicator of rock strength (red curves), can be correlated to mechanical properties of the rock. Cored
intervals exhibiting visually similar properties (same shades of gray, points A and A) may have different
strengths, while other intervals exhibiting different visual properties (lighter and darker shades of gray,
points B and B) have equal strengths. Variability in mechanical strength along the length of the core is
high, ranging from 8,000 psi to 23,000 psi [55 to 159 MPa] within just 8 contiguous feet [3.6 m] of core.
43
The TerraTek facility in Salt Lake City, designated as the Schlumberger Geomechanics
Laboratory Center of Excellence, investigates
the impact of geomechanics on a wide range
of exploration and production applications.
The range of applications also provides insight
into the kinds of problems that operators
must try to circumvent:
Well construction and completion: evaluate
wellbore stability and the potential for sand
production and perforation collapse; analyze
multilateral junctions and evaluate stability
of conventional and expandable liners.
Completion and stimulation design: determine optimal completion alternatives based
on rock mechanical and physical properties;
investigate options for delayed gravel packing and oriented perforating; optimize
stimulation treatment design.
Long-term production behavior: investigate
stress regimes contributing to reservoir
compaction during production; predict
surface subsidence and subsequent loss of
reservoir permeability; analyze fines generated during the compaction process, along
with associated skin damage; evaluate
potential for casing collapse.
Overburden rocks: test for compatibility
between drilling fluids and shales; optimize
selection of drilling fluids; evaluate potential for delayed shale failure caused by
mud-shale interactions; analyze thermal
effects that cause delayed shale failure.
Exploration and frontier drilling operations:
develop field and laboratory correlations for
predicting mechanical properties and in-situ
stress prior to and concurrent with
exploratory drilling activity.
Testing is conducted in different specialized
laboratories, depending on available test material, client specifications and research efforts.
Many large-scale tests are carried out in the
completions laboratory. One of the more
prominent features of this facility is its largeblock polyaxial stress frame. The stress frame
provides a controlled environment for monitoring rock responses during pseudostatic testing.
44
Oilfield Review
Autumn 2007
> Instrumented sample for triaxial testing. This test-frame assembly is used to measure radial
and axial strains, along with compressional and shear wave velocities. In this configuration, both
pseudostatic and dynamic elastic properties are determined concurrently under simulated in-situ
stress conditions. Here, a core consisting of alternating light and dark layers of siltstone and
mudstone is subjected to ultrasonic pulses to test seismic responses in the rock. The sample is
sealed with a clear polyurethane jacket that prevents fluid communication between the confining
fluid pressure and the pore pressure. These test frames can also perform uniaxial strain
compaction testing, thick-walled cylinder testing and other specialized stress paths up to
temperatures of 200C [392F]. Axial force up to 1.5 x 106 lbf [6.7 MN] can be applied to samples
up to 6 in. [15 cm] in diameter. Confining pressure and pore pressure are monitored with
conventional pressure transducers with pressure limits of 30,000 psi [207 MPa]. Another system
in this laboratory can attain 60,000 psi [414 MPa].
45
46
during each test. Depending on testing objectives, these tests may be performed with pore
fluids drained to atmospheric pressure, or
with pore fluids undrained. Temperatures can
also be increased to better approximate
actual in-situ conditions.
The triaxial test frame permits measurements to be taken at different orientations
with respect to bedding planes. Using these
measurements, the failure envelope of the
rock sample can be defined as a function of
stress orientation to bedding; in addition,
anisotropic properties of the rock can be
defined. This information is essential for predicting wellbore stability, evaluating in-situ
stress and designing hydraulic fracture programs for strongly anisotropic formations
such as those found in unconventional tight
gas shales.
Ultrasonic velocities, obtained in combination with deformation measurements of axial
and radial strain, provide information on
static and dynamic mechanical properties
that can be correlated to well-log data. Ultrasonic wave velocities in sandstones, particularly those that are poorly consolidated, are
strongly dependent on stress; thus, stress
changes can be calibrated to seismic velocity
measurements. Other, more consolidated
rocks, such as tight sands and tight shales,
exhibit an entirely different behavior. Wave
velocities in these rocks are virtually independent of stress, so changes in measured
seismic velocities can be attributed to other
phenomena such as anisotropy.
Early knowledge of rock behavior was based
on testing of homogeneous and isotropic
materials; early models reflected this simplicity. New opportunities, such as unconventional
hydrocarbon plays, are emerging, and call
attention to the true nature of the rocks in
which they are based. Platforms such as the
triaxial test frame provide data that are fundamental for developing new models to honor
the heterogeneous, anisotropic nature of complex formations.
The TerraTek facility is also called upon to
test new drilling, completion and stimulation
technologies, including evaluation of drilling
fluids and bits at high pressures. Although
capabilities exist for measuring individual rock
Oilfield Review
Autumn 2007
The TerraTek wellbore simulator was central to a recent high-pressure drilling study
sponsored by the US Department of Energy
(DOE) joint industry program, called Deep
Trek. The facility was contracted to provide
full-scale laboratory tests of drill bits and prototype drilling fluids at 10,000-psi [68.9-MPa]
borehole pressuresubstantially higher pressures than any previously studied. Results
from these tests may influence the economics
of deep drilling.
The study demonstrated that drilling rates
of penetration (ROPs) can be increased in
deep-well applications using advanced bit and
drilling fluid designs. Although previous studies have shown that ROP usually falls with
increasing borehole pressure, these earlier
studies did not account for certain mechanisms that affect ROP at great depth, such as
type of drilling fluid, weighting material and
spurt loss.2
Another common wellbore stability problem
involves borehole breakouts. Although breakouts often occur during drilling, they can also
affect the completion process. In one breakout investigation, TerraTek engineers drilled
an 812-inch [21.6-cm] borehole in a large
sandstone core. The core was subjected to
increasing rates of confining pressure in the
laboratory. The resulting borehole breakout
was similar to that produced in actual wellbores when drilling fluid weights are too low
(above left).
The sample was subsequently used for an
expandable sand screen (ESS) mechanical
integrity test. The screen and basepipe assembly was compliantly expanded to the borehole
wall and partially into the breakout zone.
Results from this test showed how far the
screen could be expanded into the borehole
breakout, in addition to determining the collapse load resistance of the ESS product.
Other problems that adversely impact
drilling performance, such as vibration or
borehole spiraling, are identified through
examination of drilling patterns (left).
Through the aid of the borehole simulator,
researchers have an opportunity to closely
study bottomhole patterns that would otherwise not be accessible.
47
Well 1
PE
1
barn/e-
Gamma Ray
0
5
Bulk Density
in.
g/cm3
gAPI 150
Caliper
Resistivity
Neutron Porosity
vol/vol 0.15
Well 2
Error
Depth, ft
X,500
Depth, ft
X,500
Depth, ft
X,500
X,600
X,600
X,600
X,700
X,700
X,700
X,800
X,800
X,800
X,900
X,900
X,900
Y,000
Y,000
Y,000
Y,100
Y,100
Y,100
Y,200
Y,200
Y,200
Y,300
Y,300
Y,300
Y,400
Y,400
Y,400
Y,500
Y,500
Y,500
Cluster Tag
50
Percent
100
> Cluster tagging between two wells. Color-coding of log responses from each well, combined with
analysis of compliance in the Error track, is useful in identifying changes in thickness and location of
previously defined cluster units between wells. Here, the red-blue-yellow sequences are significantly
higher and thicker in Well 1 than in Well 2. Three excursions above 40% error (red line) indicate
candidate zones for further sampling to better describe the range of facies encountered.
48
Oilfield Review
Core-Scale Heterogeneity
1 ft
2 ft
2 ft
50 k
1 ft
50 k
2 0 ft
10 k
1 0 ft
10 k
50 k
10 k
Log-Scale
Heterogeneity
Sample-Scale
Heterogeneity
50 k
10 k
33
3 0 ft
4 0 ft
1 ft
1 ft
2 ft
2 ft
2 in.
10 k
40 k
> Using rock heterogeneity to select laboratory samples. Log-scale heterogeneity, indicated by cluster colors (left), is compared against core-scale
heterogeneity data obtained through scratch testing (red curves) superimposed onto core photographs (middle). In the log-scale heterogeneity plot, color is
used to differentiate between zones of similar or dissimilar material properties as a function of unconfined compressive strength measurements. Here the
yellow clusters are the weakest units and brown clusters are strongest. Progressing from region 1 (yellow cluster), region 2 (yellow cluster transitioning to
dark blue), region 3 (dark blue transitioning to brown), and region 4 (brown cluster), the rock strength varies by more than 400%. Core photographs (middle)
show a corresponding transition in unconfined compressive strength from 10,000 psi [68.9 MPa] in the argillaceous mudstone (core section 1) to 40,000 psi
[275.8 MPa] in the basal carbonate (core section 4) within this 40-ft [12-m] interval. Sample plugs (right) are taken from the whole core for detailed analysis
and testing. This methodology helps operators ensure that their 2-in. sample plugs account for the variability present in the whole core.
Autumn 2007
49
p
Geologic Data
Regional tectonic framework
Structure depth maps
Lithostratigraphic column
Regional compaction trends
Basin analysis
Earthquake fault-plane solutions
Tiltmeter surveys
Core tests and descriptions
Rock composition and texture
Core-log integration
Heterogeneity and anisotropy
Petrophysical and mechanical
characterization
Seismic Data
3D seismic cube
2D seismic profiles
Tomographic velocity
Vertical seismic profiles and checkshot data
P-wave velocity profiles
Cluster tag
1 2 3 4 5 6 7 8 9 10 11 12
> Basin-wide multiwell cluster analysis. This presentation uses Petrel seismic-to-simulation software
to help operators visualize the cluster-analysis results and track reservoir quality throughout the field.
Different cluster units are associated with distinct reservoir qualities. They are also associated with
different values of fracture containment potential. Once the reservoir quality and fracture containment
potential are identified in detail by laboratory testing, they can be tracked laterally across the basin.
Surfaces identifying the intervals of best reservoir quality have been delineated. Cluster analysis in
this case identifies the heterogeneity inherent in any of these units that otherwise might be
considered homogeneous.
50
Drilling Data
Daily drilling reports
End of well reports
Mud weight profile
Leakoff tests, extended leakoff tests, formation
integrity tests, minifrac tests
Directional surveys
Mud logs
Calibration Data
Laboratory measurements on cores
In-situ stress measurements from hydrofracturing tests
Observed breakouts and stress-induced features
Field and production observations
Oilfield Review
Embedding in overburden,
underburden and sideburden
p, T
Data and results utilized
in engineering designs
and planning
ECLIPSE
simulation
VISAGE
simulation
kij, Vpore
> Workflow for 4D coupled reservoir geomechanics modeling. Formation and structural data form the framework for the initial reservoir model, then
characteristics from surrounding rock bodies are added. Stress and strain are modeled throughout the reservoir and adjacent rock to understand changes
over time.
Autumn 2007
51
Stress
0
Maximum
52
Oilfield Review
Compaction
0
Maximum
> Production-induced compaction. These figures correspond to the boxed area shown in the previous figure (page 52 ). Production-induced time shifts seen
from the 4D seismic response (left) closely match the pattern of computed plastic strains obtained through coupled numerical simulation (right). Maximum
compaction (red) follows the NW trend of horizontal wellbores (dark blue lines) in the upper part of this figure. As expected, the area of greatest compaction
corresponds to that part of the reservoir experiencing the greatest production and consequently the greatest depletion. The computed maximum compaction
of 1.45 m [4.76 ft] at the top of the reservoir was in good agreement with the estimated value of 1.4 m [4.59 ft] from 3D seismic inversion. The absence of 4D
seismic data (white zone) is caused by a gas cloud. Close agreement between the 4D seismic data and the numerical model reinforces confidence in model
results over the area where seismic data were not available.
Autumn 2007
53
Vertical displacement, z
z, m
0.25
1,500
0.20
0.15
0.10
2,500
3,000
0.00
3,000
2,000
1,000
0
1,000
Distance, m
2,000
3,000
2,000
2,500
3,000
8
6
2,000
Depth, m
0.05
Vp, m/s
t, ms
1,500
Depth, m
3,500
4,000
0.05
Depth, m
2,000
3,500
4,000
3,000
4
2,500
2,000
1,000
0
1,000
Distance, m
2,000
3,000
2
0
3,000
2
3,500
4,000
3,000
2,000
1,000
1,000
0
Distance, m
2,000
3,000
> Changing seismic characteristics. Both change in geometry (top left) and change in seismic velocity (bottom left) influence seismic reflection traveltimes.
The seismic two-way traveltime (TWT) (right) gradually increases toward the top of the reservoir due to overburden stretching and associated velocity
decrease. The largest time shifts are observed around the producing wells. Inside the reservoir, the seismic velocity increases because of increased stress,
so the time shifts become smaller.
54
Oilfield Review
Baseline survey
Monitor survey
Autumn 2007
accompanied
by
another
significant
phenomenonthat of overburden stretching.23
Resulting traveltime changes are significant and
of a magnitude that could not be explained by
nonrepeatability of survey acquisition geometry.24
Seismic data confirmed that the reservoir
rock did not deform uniformly, and deformation
in the reservoir rock caused the surrounding rock
to deform. In this case, the differential deformation associated with reservoir compaction and an
arching effect in the overburden resulted in
compressive stress relaxation and corresponding
stretching in the overburden. Similar overburden
time shifts were subsequently reported above
high-pressure, high-temperature reservoirs and
certain deepwater-turbidite fields.25
The geomechanical implications of timelapse time shifts are evaluated with reservoir
geomechanical models to characterize
production-induced subsurface deformation and
to predict associated stress changes. Established
workflows allow geophysicists to compare
observed time-lapse time shifts against time
shifts predicted by the reservoir geomechanical
models.26 Both subsurface deformation and stress
changes influence the seismic traveltime, either
by changing the length of the path that a seismic
wave must travel or by altering the propagation
velocity of the seismic wave, respectively
(previous page). The workflows allow predictions
of traveltime changes to any point in a threedimensional subsurface model.
Traveltime changes can also be observed from
4D seismic field experiments (left). The
prediction and observation of 4D traveltime
changes may be used to validate and calibrate
reservoir geomechanical models and thereby
improve their capability to predict stress
changes for a variety of projected production
scenarios. Furthermore, laboratory measurements conducted on rock cores are helping E&P
companies learn more about changes in
ultrasonic velocities under various stress
conditions and saturation states. This allows
operators to better manage reservoir stress and
optimize the trade-off between compaction drive
of hydrocarbon production and unwanted
compaction problems such as wellbore failure
and reduced permeability.
At present, the observation of changes in
vertical traveltime is a common practice for
monitoring geomechanical changes such as
vertical stress and strain. This technique
provides useful information, and allows geophysicists to identify compacting and noncompacting
55