Wellbore instability, particularly in shale formations, is regarded as a major challenge in drilling operations. Many factors, such as rock properties, in-situ stresses, chemical interactions between shale and drilling fluids, and thermal effects, should be considered in well trajectory designs and drilling fluid formulations in order to mitigate wellbore instability related problems.

A comprehensive study of wellbore stability in shale formations that takes into account the 3-dimensional earth stresses around the wellbore as well as chemical and thermal effects is presented in this work. The effects of borehole configuration (e.g. inclination and azimuth), rock properties (e.g. strength, Young's modulus, membrane efficiency and permeability), temperature, and drilling fluid properties (e.g. mud density and chemical concentrations) on wellbore stability in shale formations have been investigated.



Results from this study indicate that for low permeability shales, chemical interactions between the shale and water-based fluids play an important role. Not only is the activity of the water important but the diffusion of ions is also a significant factor for saline fluids. Cooling drilling fluids is found to be beneficial in preventing compressive failure. However, decreasing the mud temperature can be detrimental since it reduces the fracturing pressure of the formation, which can result in lost circulation problems. The magnitude of thermal effects depends on shale properties, earth stresses and wellbore orientation and deviation.

Conditions are identified when chemical and thermal effects play a significant role in determining the mud-weight-window when designing drilling programs for horizontal and deviated wells. The results presented in this paper will help in reducing the risks associated with wellbore instability and thereby lowering the overall non-productive times and drilling costs.