Wellbore-Stability Analysis by Integrating a Modified Hoek-Brown Failure Criterion With Dual-Porochemoelectroelastic Theory (includes associated erratum)

Summary When drilling through naturally fractured formations, the existence of natural fractures affects the fluid diffusion and stress distribution around the wellbore and induces degradation of rock strength. For chemically active formations, such as shale, the chemical–potential difference between the drilling mud and the shale–clay matrix further complicates the nonmonotonic coupled pore–pressure processes in and around the wellbore. In this work, we apply a recently formulated theory of dual–porosity/permeability porochemoelectroelasticity to predict the time evolution of mud–weight windows, while calculating stresses and pore pressure around an inclined wellbore drilled in a fractured shale formation. The effects of natural–fracture geometric and spatial distributions coupled with the chemical activity are considered in the wellbore–stability analysis. To account for the degrading effect of the fractured shale matrix on the bulk rock strength, a modified Hoek–Brown (MHB) criterion is developed to more closely describe the in–situ state of stress effects on the compressive shearing strength at great depth. Compared with the original Hoek–Brown (HB) failure criterion, the MHB criterion considers the influence of the intermediate principal stress and thus shows better agreement with true–triaxial data for various rocks at varying stress levels. The MHB criterion converges to the original HB criterion when the confining in–situ stresses are equal. Two field case studies indicate that this novel integrative methodology is capable of predicting the operational drilling–mud–weight windows used in these two cases. Another advantage of this newly developed technique is that it can be used as a back–analysis tool to estimate the fracture–matrix permeability from field operational data.