Journal of Natural Gas Science and Engineering: Fei Yin, Deli Gao
Journal of Natural Gas Science and Engineering: Fei Yin, Deli Gao
Journal of Natural Gas Science and Engineering: Fei Yin, Deli Gao
a r t i c l e i n f o a b s t r a c t
Article history: Casing deformation and collapse hamper the regular drilling, production and downhole operation. The
Received 8 June 2014 casing in directional well under the action of inelastic surrounding rock displays a complex mechanical
Received in revised form state. Taking the in-situ stresses and well trajectory into account, the mechanical model of casing in
12 July 2014
directional well under in-situ stresses is established. By coordinate rotation, the three principal in-situ
Accepted 13 July 2014
stresses are converted to a stress tensor in the wellbore coordinate. The mechanical interaction of cas-
Available online 1 August 2014
ing and surrounding rock is simplified to a generalized plane strain problem. Based on the theory of
pressurized hole in plate, the stress of the infinite surrounding rock is calculated. To analyze the casing
Keywords:
Well integrity
behavior, the complicated solution is divided into three simpler problems: the elastic mechanics analyses
Mechanical analysis under mean stress, deviator stress and shear stress respectively. The analytical expressions of casing
Casing design stress and load in directional well under in-situ stresses and inside hydrostatic pressure are deduced.
Directional well This analytical solution is verified by numerical simulation. Furthermore, casing design for the directional
In-situ stress well through complex formation in an oilfield has been conducted. The results can remedy the current
Surrounding rock standards of casing design and guide the well integrity design in directional well under in-situ stresses.
© 2014 Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.jngse.2014.07.014
1875-5100/© 2014 Elsevier B.V. All rights reserved.
286 F. Yin, D. Gao / Journal of Natural Gas Science and Engineering 20 (2014) 285e291
and the method of stress function, the analytical expressions of The coordinate rotation matrix is formed by multiplying direc-
casing stress and load in directional wells under in-situ stresses are tion cosine matrix in reversed order. Now, we will build the coor-
deduced. Furthermore, the numerical simulation is performed to dinate rotation matrix from the coordinate system of principal in-
verify this analytical solution. The research results have been situ stresses to wellbore coordinate system. The wellbore devia-
applied for casing design in one oilfield successfully. tion angle is a, and the angle between wellbore azimuth and hor-
izontal maximum in-situ stress is b. The coordinate rotation process
2. The in-situ stresses in wellbore coordinate is: firstly rotating b around z0-axis, then rotating a around y1-axis
(the y0 after the first time rotation). The coordinate rotation process
The stress field of deep formation is usually described by triaxial from the coordinate system of principal in-situ stresses to wellbore
principal in-situ stresses, which include the horizontal maximum coordinate system is shown in Fig. 2.
in-situ stress, the horizontal minimum in-situ stress and the ver- The coordinate rotation matrix can be expressed as:
tical in-situ stress (sH, sh and sv). The magnitude and orientation of 2 32 3
in-situ stresses can be determined by borehole breakout and cos a 0 sin a cos b sin b 0
acoustic emission Kaiser etc. The stress field in vertical wells is C ¼ Cy Cz ¼ 4 0 1 0 54 sin b cos b 05
sin a 0 cos a 0 0 1
consistent with in-situ stresses. But the situation of casings in 2 3
directional wells is different. The schematic diagram of the casing cos a cos b cos a sin b sin a
in directional well under in-situ stresses is shown in Fig. 1. ¼ 4 sin b cos b 0 5 (4)
The coordinate system of the principal in-situ stresses (x0, y0, z0) sin a cos b sin a sin b cos a
is established, and the directions of coordinate axis are consistent
So, the three principal in-situ stresses are converted to the stress
with in-situ stresses sH, sh and sv respectively. In order to be
tensor in the wellbore coordinate (Hossain et al., 1999; Garrouch
convenient to analyze the casing behavior, the in-situ stresses are
and Ebrahim, 2001; Liu et al., 2005). The stress tensor in the
converted to the stress tensor in the wellbore coordinate system by
wellbore coordinate is:
adopting coordinate rotation matrix. The Oz axis of wellbore co-
ordinate (x, y, z) is established along with the axis of the wellbore. 2 3 2 3
sxx txy txz sH
The Ox axis and Oy axis lie in the plane that is vertical with the axis 4 tyx syy tyz 5 ¼ C4 sh 5 CT (5)
of the wellbore. tzx tzy szz sv
Arbitrary rectangular coordinate system can be obtained by
three-time rotations from the original coordinate system. The The formation stress acting on casing in directional well can be
rotate angle are called Euler angle. According to right-hand rule, the obtained by substituting principal in-situ stresses, wellbore devi-
direction cosine matrixes rotating around x-axis, y-axis and z-axis ation angle and wellbore azimuth to the Eq. (4) and Eq. (5). The
(Zhu et al., 2010) are: stress field of surrounding rock in wellbore Cartesian coordinate
2 3 system can be rewritten as follow:
1 0 0 8
Cx ¼ 4 0 cos ax sin ax 5 (1) >
>
>
> sxx ¼ sH cos2 acos2 b þ sh cos2 asin2 b þ sv sin2 a
0 sin ax cos ax >
>
>
> syy ¼ sH sin2 b þ sh cos2 b
>
<
2 3 szz ¼ sH sin2 acos2 b þ sh sin2 asin2 b þ sv cos2 a
cos ay 0 sin ay >
> txy ¼ sH cos a cos b sin b þ sh cos a cos b sin b
Cy ¼ 4 0 1 0 5 (2) >
>
>
>
> txz ¼ sH sin a cos acos2 b þ sh sin a cos asin2 b sv sin a cos a
sin ay 0 cos ay >
>
: tyz ¼ sH sin a cos b sin b þ sh sin a cos b sin b
2 3
cos az sin az 0 (6)
Cz ¼ 4 sin az cos az 05 (3)
0 0 1
Fig. 1. Schematic diagram of casing in directional well under in-situ stresses. Fig. 2. The coordinate rotation process.
F. Yin, D. Gao / Journal of Natural Gas Science and Engineering 20 (2014) 285e291 287
8
greater than the lateral dimension for the well structure, and the < sr ¼ sxx þ syy
axial displacement of casing is restricted by cement and wellhead. 2 (9)
:
The load along the axial direction is regarded as a constant. Based trq ¼ 0
on elastic mechanics, the mechanical interaction of casing and
surrounding rock can be simplified to the generalized plane strain The second stress boundary condition:
problem (Zhenye and Shiping, 1990; Youquan et al., 2006; Jo and 8
Gary, 2010). So the stress components relevant to z direction in > sxx syy
>
< sr ¼ cos 2 q
Eq. (6) are ignored. In addition, the inner wall of casing is subjected 2
(10)
to the hydrostatic pressure pi. The simplified plane strain me- >
> sxx syy
: trq ¼ sin 2 q
chanical model of casing under stress of surrounding rock and 2
hydrostatic pressure is shown in Fig. 3.
The third stress boundary condition:
Based on the theory of pressurized hole in plate, the stresses of
surrounding rock under the sxx, syy and txy can be solved. By linear
sr ¼ txy sin 2 q
superposition, the stress state of surrounding rock in wellbore cy- (11)
trq ¼ txy cos 2 q
lindrical coordinate system is expressed as:
8 2 2 4 2 4
>
> sxx þ syy rw sxx syy rw rw rw rw
>
> sr ¼ 1 1 4 þ 3 cos 2 q t xy 1 4 þ 3 sin 2 q
>
> 2 r2 2 r2 r4 r2 r4
>
>
>
< 4 4
sxx þ syy r2 sxx syy rw rw
sq ¼ 1þ w 1 þ 3 cos 2 q t xy 1 þ 3 sin 2 q (7)
>
> 2 r2 2 r4 r4
>
>
>
> 4 4
>
> s syy r2 rw 2
rw rw
>
: trq ¼ xx 1þ2 w 3 sin 2 q þ t 1 þ 2 3 cos 2 q
xy
2 r2 r4 r2 r4
ð1 ys Þðsxx þ syy Þ
s1 ¼ (13)
1 þ 1m2 ð1þy
1 c Þ Es
ð1þys Þ Ec 1 2ys þ m 2
8
" >
> 2 5
2 #
2 4 6
8 4 >
> A ¼ 1 y c þ 5 6y c m þ 3 2y c m þ 2y c m
b b >
> 3 3
>
> sr r; q ¼ n1 n2 2n4 cos 2 q >
>
>
> >
>
>
> r r >
> 2 4
>
> >
> B ¼ y þ 2y m 2
2 2 y m 4
2y m6
>
> " 4 # < 3
c c c
3
c
< b r 2
sq r; q ¼ n1 þ n2 þ 2n3 cos 2 q
(14) >
> 2 4
>
> r b >
> C ¼ y þ 2y m 2
2 2 y m 4
2y c m
6
>
> >
> c c c
>
> " 4 2 # >
> 3 3
>
> r 2 >
>
>
> b b >
> 2 5
: trq r; q ¼ n1 n2 þ n3 n4 sin 2 q >
> 2 4
2yc m6
r b r : D ¼ 1 yc 3 2yc m þ 3 2yc m þ
3 3
(18)
Where:
3.3. Solution for third stress condition
3 (17)
>
> ð1 þ ys Þ Ec 4 3.4. Solution for the whole problem
>
> C ¼ C 2y 1 m2
> 1
> ð1 þ yc Þ Es 3
s
>
>
>
> Form the above, the solution for the whole problem can be ob-
>
> ð1 þ ys Þ Ec 5 3
>
> 2ys 1 m2 tained by superposing the Eq. (12), Eq. (14) and Eq. (21). The casing
: D1 ¼ D þ
ð1 þ yc Þ Es 3 stress distribution in directional well under in-situ stresses is
expressed as:
8 ! " 4 2 # " 4 2 #
> b2 a2 b b 0 0 b 0 b
> s
> r r; q ¼ 1 s þ n n 2n cos 2 q þ n n 2n sin 2 q
>
> b2 a 2 r2
1 1 2
r 4
r 1 2
r 4
r
>
>
>
> ! " # " #
>
< 4 r 2 4 2
b2 a2 b 0 0 b 0 r
sq r; q ¼ 2 1 þ s 1 þ n 1 þ n 2 þ 2n 3 cos 2 q þ n þ n þ 2n sin 2 q (23)
>
> b a2 r2 r b 1 2
r 3
b
>
>
>
> " 4 2 # " 4 2 #
>
> r 2 r 2
>
> b b 0 0 b 0 0 b
: trq r; q ¼ n1 n2 þ n3 n4 sin 2 q þ n1 n2 þ n3 n4 cos 2 q
r b r r b r
F. Yin, D. Gao / Journal of Natural Gas Science and Engineering 20 (2014) 285e291 289
The casing load can be solved: Under the in-situ stresses, casing in directional well bears not only
the radial pressure but also the tangential stress. All these stresses
sn ¼ s1 þ s2 cos 2 q þ s02 sin 2 q vary with the phase angle of casing. The radial component of
(24)
tn ¼ s3 sin 2 q þ s03 cos 2 q external load is 73.4 MPae77.2 MPa and the tangential component
is 0 MPae5.8 MPa.
Furthermore, the casing stress under the hydrostatic pressure is:
Based on salt water hydrostatic pressure and 50% casing empty,
the casing internal pressure approximates 15.2 MPa.
8 a2 p a2 b2 pi
>
> sr ¼ 2 i 2 The API casing strength standard is not fit to the nonuniform
>
> b a b2 a2 r 2
< load of casing. The failure types of casing under external load can be
(25) divided into elastic instability and yielding. Casing tends to elastic
>
> a2 pi a2 b2 pi
>
> instability when the diameter-thickness ratio is bigger than 32
: sq ¼ 2 2
þ
b a b a2 r 2
2 (Zheng et al., 1998). The diameter-thickness ratio of recommended
casing equals 16.2, so the failure type should be yielding. Therefore,
Comprehensive consideration of the outside in-situ stresses and the yield criterion of distortion energy is adopted to analyze the
the inside hydrostatic pressure, the expression of casing stress in casing strength:
directional well is deduced as follow:
! " 4 2 # " 4 2 #
8 b2 a2 b b 0 0 b 0 b a2 pi a2 b2 pi
>
> sr r;q ¼ 2 1 s 1 þ n1 n 2 2n 4 cos 2 q þ n n 2n sin 2 q þ
>
> b a2 r2 r r 1 2
r 4
r b2 a2 b2 a2 r 2
>
>
>
>
>
> ! " 4 # " 4 #
< b2 a2 b r 2 2 a2 p a2 b2 pi
0 0 b 0 r
sq r;q ¼ 2 1 þ s 1 þ n 1 þ n2 þ 2n 3 cos 2 q þ n þ n þ 2n sin 2 q þ 2 i 2 þ
>
> b a 2
r 2 r b 1 2
r 3
b b a b 2
a 2 2
r
>
>
>
>
>
> " # " #
>
> b 4 r 2 b 2 b 4 r 2 b 2
:
trq r;q ¼ n1 n2 þ n3 n4 sin 2 q þ n01 n02 þ n03 n04 cos 2 q
r b r r b r
(26)
sffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi
The Eq. (26) indicates that the casing stress in directional well is 1h i
ðsr sq Þ2 þ ðsr sz Þ2 þ ðsz sq Þ2 þ 3 t2rq þ t2qz þ t2zr >ss
affected by many factors, such as in-situ stresses, inside hydrostatic 2
pressure, wellbore deviation angle, wellbore azimuth, geometry of (28)
casing, and elastic parameters of casing and formation.
As for the plane strain, there are adding formulas among the
stress components as follow:
4. Case study
Directional wells are planned to be drilled through anhydrite sz ¼ yc ðsr þ sq Þ
(29)
and salt formation in an Iraq oilfield. The in-situ stresses are trz ¼ tqz ¼ 0
speculated to impose on casing due to the creep property of the Substituting relevant parameters into Eq. (23) and Eq. (26), the
formation. But, it is still a challenge for casing design in directional von Mises stress of casing under in-situ stresses and hydrostatic
well under in-situ stresses. The bottom depth of anhydrite and salt pressure is calculated and the stress distribution is drawn in Fig. 5.
formation is 2900 m. The horizontal maximum in-situ stress is Fig. 5 describes the von Mises stress of casing versus phase
71.12 MPa, the horizontal minimum in-situ stress is 65.43 MPa, and angle. Under the action of in-situ stresses, the maximum stress at
vertical in-situ stress is 68.28 MPa. The direction of horizontal the inner wall is 657.6 MPa and the maximum stress at the outer
maximum in-situ stress is N30 E. The well deviation angle is 25 wall is 419.6 MPa. Under the united action of in-situ stresses and
and well azimuth is N120 E. The borehole size is 12-1/4 in. and the hydrostatic pressure, the maximum stress at the inner wall is
casing size is 9-5/8 in. in this well interval. The elasticity modulus of 536.5 MPa and the maximum stress at the outer wall is 322.5 MPa.
the formation is 5000 MPa, and Poisson's ratio is 0.4. To verify the analytical solution proposed in this paper, a 3D
Substituting the principal in-situ stresses, wellbore deviation model by using the finite element code is built to simulate this
angle and wellbore azimuth into Eq. (5), the stress field of sur- complex mechanical problem. The stress nephogram of casing and
rounding rock in wellbore coordinate system is calculated as part of formation is shown in Fig. 6. The maximum stress at the
follow: inner wall is 673.8 MPa and the maximum stress at the outer wall is
2 3 2 3 449.3 MPa. The deviation between analytical and numerical solu-
sxx txy txz 65:939 0 1:092
4 tyx tions is 2.4%e6.6%. Obviously, this deviation of results is due to the
syy tyz 5 ¼ 4 0 71:120 0 5 (27)
tzx tzy szz difference between the plane strain model for the analytical solu-
1:092 0 67:771
tion and the full 3D model for numerical solution (Jo and Gary,
The casing with steel grade C-95 and wall thickness 15.11 mm is 2010). The deviation is tolerant for petroleum engineering, so the
recommended initially. Substituting relevant parameters into Eq. analytical method is a good alternate to the costly and time-
(24), the external load of casing is calculated and shown in Fig. 4. consuming numerical software programs.
290 F. Yin, D. Gao / Journal of Natural Gas Science and Engineering 20 (2014) 285e291
5. Conclusions
(1) The current casing design isn't suitable for the working
condition of casing in directional well under the action of in-
situ stresses. It requires special attention and treatment.
(2) The casing stress in directional well under in-situ stresses is
affected by in-situ stresses, hydrostatic pressure, wellbore
deviation angle, wellbore azimuth, geometry of casing, and
elastic parameters of casing and formation.
(3) The deviation between analytical and numerical solutions is
tiny, so the analytical method proposed in this paper is a
good alternate to the costly and time-consuming numerical
simulation.
(4) The methodology of casing mechanical analysis in direc-
tional well under in-situ stresses has been applied to the
casing design in one oilfield successfully, which remedies the
limitation of current standards.
Acknowledgment
Nomenclature
Es elastic modulus of formation, MPa Hossain, M.M., Rahman, M.K., Rahman, S.S., 1999. A Comprehensive Monograph for
Hydraulic Fracture Initiation from Deviated Wellbores under Arbitrary Stress
Ec elastic modulus of casing, MPa
Regimes. SPE 54360.
m ratio of a and b Huaiwen, Zhao, Xueshi, Gao, 1991. Study on hydraulic compressive collapse of well
pi casing inside hydrostatic pressure, MPa casings. J. Univ. Pet. China 15 (5), 39e45.
r radius of casing or surrounding rock, m Jo, H., Gary, K.E., 2010. Mechanical Behavior of Concentric and Eccentric Casing,
Cement, and Formation Using Analytical and Numerical Methods. ARMA
rw radius of wellbore, m 10e142.
ys Poisson's ratio of formation Li, Zhiming, Youquan, Yin, 2006. Calculation of the External Pressure of Casing and
yc Poisson's ratio of casing the Mechanical Basis. Petroleum Industry Press, Beijing (in Chinese).
Li, Jun, Chen, Mian, Zhang, Hui, 2005. Study on varying rules of casing stress in
q phase angle of casing or well section, directional hole with in-situ stress conditions. ACTA PET. SIN. 26 (1), 109e112.
ax, ay, az Euler angles rotating around x-axis, y-axis and z-axis Li, Yong, Yuan, Jinping, Qi, Fengzhong, 2012. Analysis of Cemented Casing Me-
respectively, chanical Failure under Arbitrary In-situ Stress Field Coupling Effects of Down-
hole Pressure and Temperature. IADC/SPE 155895.
a wellbore deviation angle, Liu, Shunyao, Mo, Jiangtao, Wang, Jingwen, 2005. Illustration of similarity of stress
b the angle between wellbore azimuth and horizontal tensor in different coordinate systems. J. Hunan Inst. Eng. 15 (1), 20e24.
maximum in-situ stress, Morita, N., Kasahara, Y., Hikida, H., et al., 2005. Collapse Resistance of Tubular
Strings under Geotectonic Load. SPE 95691.
sH horizontal maximum in-situ stress, MPa Nabipour, A., Joodi, B., Sarmadivaleh, M., 2010. Finite Element Simulation of
sh horizontal minimum in-situ stress, MPa Downhole Stresses in Deep Gas Wells. SPE 132156.
sv vertical in-situ stress, MPa NDRC, 2008. Design for Casing String Structure and Strength. SY/T 5724e2008.
sxx, syy, szz, txy, tyz, txz the stress field of surrounding rock in Last, Nigel, Mujica, Santiago, Phillip, Pattillo, et al., 2006. Evaluation, impact, and
management of casing deformation caused by tectonic forces in Andean Foot-
wellbore Cartesian coordinate system, MPa hills, Colombia. SPE Drill. Complet. 6, 116e124.
sr, sq, trq the radial stress, the tangential stress, and the shear stress Poiate Jr., E., Costa, A.M., Falcao, J.L., 2006. Well Design for Drilling through Thick
of surrounding rock or casing, MPa Evaporite Layers in Santos Basin-Brazil. IADC/SPE 99161.
Rodriguez, W.J., Fleckenstein, W.W., Eustes, A.W., 2003. Simulation of Collapse
ss the yield strength of casing, MPa Loads on Cemented Casing Using Finite Element Analysis. SPE 84566.
Willson, S.M., Fossum, A.F., Fredrich, J.T., et al., 2002. Assessment of Salt Loading on
Well Casings. IADC/SPE 74562.
Yin, Fei, Deli, Gao, 2012. Mechanical analysis of casings in boreholes, under non-
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