What the Shale are We Talking About!

Abstract

Shale ‘stability’ has been extensively studied the past few decades in an attempt to understand wellbore instability problems encountered while drilling. Drilling through shale is almost inevitable, it makes up 75 percent of sedimentary rocks. Shale tends to be characterized as having high in-situ stresses, fissile, laminated, with low permeability. However, not all shale are the same, and the problem herein lies where they are all treated as such, in which most cases, has shown to be ineffective. Ironically, shale is predominantly generalized as being "reactive/swelling". Even though this can be true, it is not always the case because not all shale is reactive! In reality, there are many different types of shale: ductile, brittle, carbonaceous, argillaceous, flysch, dispersive, kaolinitic, micro-fractured etc. This study aims to clear many misconceptions and define different types of shale (global case scenarios) and their failing mechanisms that lead to wellbore instability, formation damage and high drilling cost. Afterwards, solutions will be offered, from a filed operation perspective, which will provide guidelines for stabilizing various shale based on their failure mechanism. Furthermore, we will define the symptoms for shale instability and propose industry accepted remedies.