Kick Tolerance Misconceptions Spe-140113-Ms-p
Kick Tolerance Misconceptions Spe-140113-Ms-p
Kick Tolerance Misconceptions Spe-140113-Ms-p
This paper was prepared for presentation at the SPE/IADC Drilling Conference and Exhibition held in Amsterdam, The Netherlands, 1–3 March 2011.
This paper was selected for presentation by an SPE/IADC program committee following review of information contained in an abstract submitted by the author(s). Contents of the paper have
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Abstract
Kick tolerance is a key and fundamental concept used in well design. It defines the appropriate number and setting depth of
casing strings that are required to achieve the drilling objectives. It is also used during drilling to determine whether it is safe
to continue drilling or if there is a need to run a casing string. Alternatively, it is used to indicate whether it is safe to circulate
a kick out of the well or whether bullheading is necessary. During development of a new well control system, a thorough
review of the fundamental concepts involved was carried out, and, in relation to kick tolerance, a few misconceptions were
identified. Among those misconceptions are issues related to the calculation of the kick volume on bottom when a BHA is
present, the effects of friction losses on the wellbore annulus and choke line, and confusion between kick tolerance and
maximum allowable pit gain, derived from the additional formation flow into the wellbore after the well is shut in
(afterflow). Another important misconception is the assumption that an approach utilizing a single bubble model and ignoring
effects of temperature, influx density and gas compressibility (z) factor in the final calculation will always result in a
conservative solution.
This paper utilizes four example wells to demonstrate the effect of each component on the final kick tolerance
calculation. In order to make it easier to understand, each effect is calculated individually using the same single bubble model
that has been historically used. The results show that some components have more impact than others, and the consequence is
not always in the same direction. Additionally, the effects on deepwater wells are more dramatic due to the long choke line.
Therefore, generalization and simplification of the kick tolerance calculation in well design is not possible.
Introduction
Even though kick tolerance is a critical and fundamental concept for the drilling industry, there is no standard utilized by any
of the operators, drilling contractors or even training institutions. Hence, there are several definitions and different ways of
calculating kick tolerance. This lack of homogeneity is one of the reasons that the subject is not well understood and,
therefore, used dangerously sometimes. Various definitions of kick tolerance exist and may be given in terms of pit gain,
mud weight increase or even underbalance pressure1. In order to illustrate the variation of definitions, a few examples are
listed below:
- Kick tolerance is the maximum allowable pore pressure, expressed in equivalent mud density such that if a kick with
certain volume occurs at a particular depth with a specific drilling fluid, the well could be closed down and the kick
circulated out safely – that is, not fracturing the weakest formation in the open hole2.
- Kick tolerance is the maximum increase in mud weight allowed by the pressure integrity test of the casing shoe with
no influx in the wellbore3.
- Kick tolerance can be understood as the capability of the wellbore to withstand the state of pressure generated
during well control operations (well closure and subsequent gas kick circulation process) without fracturing the
weakest formation4.
- Kick tolerance is the maximum height of a gas column that the open hole section can tolerate, i.e., without formation
fracture occuring. This height is then converted to a volume using the cross sectional area and geometry of the
wellbore and drillstring to derive a limited 'Kick Tolerance' in barrels or ppg equivalent5.
- Kick tolerance is the largest volume of influx that can be removed from the well safely and is again based on the
results of either a LOT or FIT. When kick tolerance is calculated the result could be best described as a
measurement of well control risk when drilling the current hole section6.
2 SPE/IADC 140113
Another point of disagreement is on how the predicted pore pressure is to be used in the calculations. Some companies
use a value above the mud weight, others use a value above the predicted pore pressure. Despite all the variations, the goal is
consistent: to use a procedure that ensures the safe drilling of a well. Often, the lack of standard and understanding of the
topic leads to uncertainty and discussions during drilling. Questions often arise of whether it is safe to continue drilling or
not. As wells are drilled in more challenging environments, such as HPHT, deep and ultradeep waters, a small variation on
how kick tolerance is calculated can lead to a premature abandonment of the well, or even worse, to hazardous drilling
environment.
With the objective of developing a more accurate kick tolerance tool, a complete review of the state-of-the-art
methodologies has been carried out. The development process will include a review of many important effects that are
typically not taken into account in today’s calculations. This review showed that what is recommended and still in practice in
the vast majority of cases is a very simplified and not always the most conservative calculation. Several misconceptions on
how kick tolerance is calculated today were identified. These are related to calculation of the kick volume on bottom around
the BHA, use of safety margin, and simplifications for temperature, gas compressibility, influx density and afterflow. Even
though some of them have a small effect on the final result it is important to have a solid and correct foundation to build on.
The ultimate goal is to provide a tool capable of being used by engineers at the office during the well planning stage as well
as operators on the rig. This will allow for a simple and direct evaluation of the safety condition to better define the
continuation of operations.
The objective is to highlight the misconceptions identified with an easy and direct comparison, reducing the amount of
involved variables to the minimum possible. To achieve this goal, current kick tolerance calculation is shown, and four
vertical wells are used for comparison purposes. An attempt was made to cover different situations to allow a broader
understanding of the different effects on each condition. For all examples, 0.5 ppg kick intensity above the mud weight, 1.9
ppg influx density, 100 psi choke operator error and 100 psi choke line friction are used. The other required data is given in
Table 1.
.
………………………………………………………………..……… (eq. 1)
.
Next, volume of the influx at the casing shoe, Vshoe, can be calculated by multiplying the Hmax by the annular capacity
factor, Caa,dp, around the drill pipe.
, …………………………………………………………………………………………… (eq. 2)
SPE/IADC 140113 3
Then, the influx volume at the shoe (Vshoe) is taken to the bottom of the well and then influx volume on bottom (V1) is
calculated using Boyle’s Law.
…………………………………………………………………………………………… (eq. 3)
, …………………………………………………………………………………………… (eq. 4)
Casing Seat at 3000 ft Casing Seat at 3000 ft
Well Depth 4500 ft Well Depth 4500 ft
Fig. 1 - Illustration of V1 calculation. The current approach Fig. 2 - Illustration of V2 calculation – current approach.
requires calculation of Hmax using an adjusted MAASP, Calculated Hmax is applied to the bottom of the well, and
Vshoe using annular capacity across the drill pipe, and then kick volume at bottom around the BHA, V2, is calculated
taking the volume to bottom (V1). using Hmax and annular capacity at the bottom of the well.
The kick tolerance is the smaller of the two volumes
between V1 (shown in Fig. 1) and V2 (shown in Fig. 2).
What is conceptually wrong is that if the BHA length is greater than Hmax the kick cannot be circulated out of the
wellbore, as it will reach the top of the drill collars with a kick height greater than Hmax, which would induce losses at the
shoe.
Casing Seat at 3000 ft
V2 = 43.8 bbl
Well Depth 4500 ft
Fig. 3 - Illustration of V2 calculation – new approach. If the BHA length is greater than Hmax, the influx must be considered at
the top of the drill collars, calculate the volume across the top of drill collars, VDC, using Hmax and annular capacity across the
drill collars, and then take this volume to the bottom of the wellbore using Boyle’s Law (V2). The kick tolerance is the smaller of
V1 (shown in Fig. 1) and V2 shown in Fig. 3.
Kick tolerances for all four wells, and for various well depths were calculated and the results are presented in Fig. 4. As
can be seen, in some cases, the current approach used by the industry can lead to higher kick tolerance volumes when
compared to the new approach. These numbers will vary depending on the well geometry and all other variables influencing
the kick tolerance calculation; therefore, no generalization can be made. Additionally, it is clear that the BHA correction
becomes more important when calculating the kick tolerance for relatively short open hole sections. As the open hole section
becomes longer, gas behavior becomes more pronounced, and V1 dominates the kick tolerance result. Even though the
difference may be small, in some situations the current approach is less conservative, which is cause for concern.
Industry Approach-Well A
10000
BHA Corrected KT-Well A
11000
Industry Approach-Well B
12000
BHA Corrected KT-Well B
13000
Industry Approach-Well C
14000
BHA Corrected KT-Well C
15000
Industry Approach-Well D
16000
BHA Corrected KT-Well D
17000
Fig. 4 – Effect of BHA on kick tolerance: New approach vs. Industry approach.
SPE/IADC 140113 5
As can be seen the difference in kick tolerance can be significant, more than five times in one of the cases; assuming just
100 psi for friction. On a deepwater well, where the choke line friction can reach higher values, the consequences to the well
design are much more pronounced. Moving forward the industry should look at ways to take advantage of the friction loss
during fluid circulation.
Table 3. Effect of choke line friction in kick tolerance, and line friction related errors
Kick Tolerance Kick Tolerance
% Difference in Kick
line friction=100 psi, line friction=0 psi,
Tolerance
operator error=100 psi operator error=20 psi
Well A at 11400 ft 4.1 46.8 1041
Well B at 14000 ft 5.2 33.1 537
Well C at 16000 ft 5.6 31.3 459
Well D at 16500 ft 3.5 10.9 211
6 SPE/IADC 140113
Misconception 3 – Simplifications
Current kick tolerance calculations are based on many assumptions and simplifications. The befief is that these
simplifications represent the worst-case scenario, thus leading to a safe well design. This section presents the effects of
afterflow, temperature, gas compressibility factor and influx density on the kick tolerance calculation. The following
examples show that the assumption made by the industry that not taking into account several effects on the calculation leads
to a conservative result is not always true.
Afterflow Effect
Most of the time, for the sake of simplicity, the afterflow effect is ignored. Therefore, kick tolerance is considered equal to
the maximum allowable pit gain. However, in reality the formation continues to flow until the casing pressure increases
enough to equilibrate the bottom hole pressure to the sand face pressure at the depth of the influx. Accordingly, when
determining maximum allowable pit gain the additional flow taken into the well after shut in must be considered. The
afterflow volume may be significant, especially for deep wells with large bores. Some companies use a fixed value of, 10
bbls, for example. Once more this simplification can lead to a conservative result. However, those companies not taking into
account this effect may be exposing themselves to potentially dangerous situations. In this paper, formation flow after shut in
is considered to be equal to the well’s total compressibility. For all examples a system compressibility of 6 x 10-6 /psi was
assumed. Fig. 5 shows the comparison between the current industry approach and afterflow corrected kick tolerances. As can
be seen the afterflow effect leads to smaller kick tolerance. Therefore, if afterflow is not taken into account, it will result in a
less conservative approach and increased overall risk.
Industry Approach-Well A
10000
Afterflow Corrected KT-Well A
11000
Industry Approach-Well B
12000
Afterflow Corrected KT-Well B
13000
Industry Approach-Well C
14000
Afterflow Corrected KT-Well C
15000
Industry Approach-Well D
16000
Afterflow Corrected KT-Well D
17000
Fig. 5 – Effect of afterflow on kick tolerance, compared to the industry approach.
Temperature Effect
Until now the effect of temperature on the drilling fluid has not been addressed. The change in temperature along the
wellbore will affect the density and the rheology of the mud, which has direct affect on the hydrostatic gradient as well as in
the frictional pressure losses during circulation. This being said, currently it is assumed that the temperature in the open hole
section is constant, thus no correction to the volume calculation is applied.
This assumption will be considered by examining the effects of temperature on influx volume as described by the
“Charles Law.” Charles Law states that the volume of the gas is directly proportional to the absolute temperature. All other
parameters being the same, V1 for all four wells was recalculated, assuming wellbore temperatures equal to the undisturbed
geothermal temperatures. Depending on whether V1 or V2 is the dominating volume, the effect of temperature on kick
tolerance varies. Fig. 6 shows the effect of temperature correction on kick tolerance. Contrary to the afterflow effect, the
temperature correction results in a higher kick tolerance. Therefore, the usual assumption of constant temperature results in a
conservative solution.
Z-Factor Correction
Z-factor, also known as compressibility factor, is a useful property that allows for using ideal gas equations to model real gas
behavior. Since the calculation of z-factor is not a straightforward task that a driller can perform using his hand-held
calculator, the industry has assumed a constant z-factor equal to 1 when carrying out gas behavior calculations. In this paper,
SPE/IADC 140113 7
a 0.6 sg hydrocarbon gas is assumed as the influx fluid. The pseudocritical properties were calculated using Katz’s7
correlations. Then, z-factor was numerically calculated by using Dranchuk and Abou-Kassem8 correlations combined with
Newton-Raphson iterative method. Z-factors were calculated for conditions along the openhole and were introduced in the
bottom hole kick volume calculations through the real gas law. In order to demonstratre the individual effect of z-factor on
the kick tolerance, a constant (1.90 ppg) influx density was used. Fig. 7 shows the results when the smaller of z-factor
corrected V1 and V2 (calculated from Hmax) is selected. In some situations, the correction is shown to be significant.
Industry Approach-Well A
10000
Temperature Corrected KT-Well A
11000
Industry Approach-Well B
12000
Temperature Corrected KT-Well B
13000
Industry Approach-Well C
14000
Temperature Corrected KT-Well C
15000
Industry Approach-Well D
16000
Temperature Corrected KT-Well D
17000
Fig. 6 - Effect of temperature correction on kick tolerance, compared to the industry approach.
Industry Approach-Well A
10000
z-factor Corrected KT-Well A
11000
Industry Approach-Well B
12000
z-factor Corrected KT-Well B
13000
Industry Approach-Well C
14000
z-factor Corrected KT-Well C
15000
Industry Approach-Well D
16000
z-factor Corrected KT-Well D
17000
Fig. 7 - Effect of z-factor on kick tolerance, compared to the industry approach.
………………………………………………………………………………………………………. (eq. 5)
Using 0.6 for hydrocarbon gas specific gravity, and pressure, temperature and z-factor for the point of interest, i.e.,
casing shoe and bottom hole conditions, volumes at the bottom of the well for all four wells were calculated. Influx density
has a direct effect in the kick tolerance calculation. Equation 1 states that the greater the gas density the more influx the well
can tolerate. Using Well A as an example, the influx density based on casing shoe conditions is 1.16 ppg. This is almost 40%
8 SPE/IADC 140113
less than the assumed density of 1.90 ppg. As influx density is used in the Hmax calculation it affects the Hmax and obviously
the consequent volume calculations. Giving Well A as an example again, and doing calculations for a depth of 4500 ft, Hmax
is 388 ft when 1.90 ppg is used for influx density. On the other hand, when the correct density (1.16 ppg) is used Hmax is 361
ft, a reduction of 7%. Consequently, maximum allowable influx volumes at the shoe are 67.9 and 63.1 bbls. Similarly, the
volume on bottom is also affected. While the influx volume at shoe with 1.90 ppg density results in 50.9 bbl bottom hole
volume, 1.16 ppg gas density results in 47.3 bbls. Bottom hole volumes V1 and V2 were calculated using the estimated
density, and kick tolerance was taken as the smaller of the two. Fig. 8 shows the difference between the adjusted the influx
density and the constant desnity approach.
Industry Approach-Well A
10000
Density Corrected KT-Well A
11000
Industry Approach-Well B
12000
Density Corrected KT-Well B
13000
Industry Approach-Well C
14000
Density Corrected KT-Well C
15000
Industry Approach-Well D
16000
Density Corrected KT-Well D
17000
Fig. 8 - Effect of density correction on kick tolerance, compared to the industry approach.
5000
6000
7000
8000
9000
Well Depth, ft
Industry Approach-Well A
10000
All effects-Well A
11000
Industry Approach-Well B
12000
All Effects-Well B
13000
Industry Approach-Well C
14000
All Effects-Well C
15000
Industry Approach-Well D
16000
All Effects-Well D
17000
Fig. 9 – Comparison of kick tolerance. Industry approach vs. all previous effects combined,
except safety margin (choke operator error + friction).
SPE/IADC 140113 9
As can be seen the consequences are not monotonous hence illustrating why it is important to take into account all effects, as
a conservative result is no guaranteed. One might argue that the overall conservative nature of the single bubble model will
eliminate any detreminal effect produced by these simplifications. Unfortunately, this has been the rationale used in many
cases in our industry, not just with respect to kick tolerance. But as the magnitude of each simplification and conceptual
error is different, one will never know in which direction the final result is move. If it is clear that a conservative approach is
being used, the consequences might be just economical, with the end result of an over-engineered well. However, when the
scenario leads to increase risk, as it is the case of how the kick volume on bottom is calculated today, this should not be
acceptable. It is important for the industry to realize the possible flaws in all the steps employed when designing and
operating a well and quickly correct them.
Conclusions
Even though kick tolerance is a foundation of any well design, it is still a concept surrounded with confusion and inconsistent
application. The lack of standard often lead to discussion during the operations, between drilling contractors and operators,
on what steps are safe to be taken. A state of the art review of the topic has been carried out and several misconceptions were
identified. The assumption made by the industry that not taking into account several effects on the calculation leads to a
conservative result may not be true depending on the well configuration and parameters used. It has also been shown that it is
difficult to generalize the outcome of any particular effect. Therefore, in order to produce a truly conservative or if desired
more aggressive approach it is important to consider all possible effects influencing the results.
With the computing power available today and the increased acceptance of computers being used on rigs, there is no
excuse for the industry to continue to rely on simple calculations. Accurate tools should be used not only during the planning
stage of the well, but also in real time to guide the operational personal towards safe drilling practices. These tools should
provide additional insight in case of a well control event, indicating whether it is safe to circulate the kick or whether
bullheading is the safer option.
Another important aspect observed during the review, is the use of a safety margin to account for the manual choke
control error and the friction losses generated during circulation. With the availability of automated chokes it should be
possible to reduce this safety margin. Likewise, by taking advantage of the friction pressure generated during fluid circulation
a further reduction in the safety margins can be obtained. As the wellbore does not care whether the additional pressure being
applied at a certain depth comes from a choke located at the surface or from the friction loss generated above that point.
Because of this it is unnessecary and unreasonable to reduce the MAASP. For a deepwater or slimhole well the benefits in
terms of well design will be even more significant due to reduction of casing strings needed as the kick tolerance should at
least double compared to the current approach employed.
Nomenclature
BHA : Bottom Hole Assembly
HPHT : High Pressure High Temperature
MAASP : Maximum Allowable Annular Surface Pressure
MW : Mud Weight, ppg
TVD : True Vertical Depth, ft
Caa,dc : Capacity of the open hole annulus around the drill collar, bbl/ft
Caa,dp : Capacity of the open hole annulus around the drill pipe, bbl/ft
Hmax : Maximum allowable kick height in the open hole section, ft
PP : Pore pressure, psi
Pshoe : Pressure at the casing shoe, psi
R : Universal gas constant, (psi-gal) / (0R-lbm-mole)
T : Temperature at the point of interest, 0F or 0R
V1 : Influx volume at the bottom of the hole (calculated from gas laws), bbl
V2 : Influx volume at the bottom of the hole (calculated from Hmax), bbl
VDC : Influx volume across the top of drill collars, bbl
Vshoe : Influx volume at the casing shoe, bbl
z : Gas compressibility factor, dimensionless
γg : Gas specific gravity, dimensionless
ρk : Influx density, ppg
10 SPE/IADC 140113
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