Shale yikes!17 Oct 2024 12:29
The drilling cost attributed to shale-instability problems is reported to be in excess of one-half billion U.S dollars per year. The cause of shale instability is two-fold: mechanical (stress change vs. shale strength environment) and chemical (shale/fluid interaction—capillary pressure, osmotic pressure, pressure diffusion, borehole-fluid invasion into shale).
Mechanical Instability. As stated previously, mechanical rock instability can occur because the in-situ stress state of equilibrium has been disturbed after drilling. The mud in use with a certain density may not bring the altered stresses to the original state; therefore, shale may become mechanically unstable.
Chemical Instability. Chemical-induced shale instability is caused by the drilling-fluid/shale interaction, which alters shale mechanical strength as well as the shale pore pressure in the vicinity of the borehole walls. The mechanisms that contribute to this problem include capillary pressure, osmotic pressure, pressure diffusion in the vicinity of the borehole walls, and borehole-fluid invasion into the shale when drilling overbalanced.