Wellbore instability management using geomechanical modeling and wellbore stability analysis for Zubair shale formation in Southern Iraq

Wellbore instability problems cause nonproductive time, especially during drilling operations in the shale formations. These problems include stuck pipe, caving, lost circulation, and the tight hole, requiring more time to treat and therefore additional costs. The extensive hole collapse problem is considered one of the main challenges experienced when drilling in the Zubair shale formation. In turn, it is caused by nonproductive time and increasing well drilling expenditure. In this study, geomechanical modeling was used to determine a suitable mud weight window to overpass these problems and improve drilling performance for well development. Three failure criteria, including Mohr–Coulomb, modified Lade, and Mogi–Coulomb, were used to predict a safe mud weight window. The geomechanical model was constructed using offset well log data, including formation micro-imager (FMI) logs, acoustic compressional wave, shear wave, gamma ray, bulk density, sonic porosity, and drilling events. The model was calibrated using image data interpretation, modular formation dynamics tester (MDT), leak-off test (LOT), and formation integrity test (FIT). Furthermore, a comparison between the predicted wellbore instability and the actual wellbore failure was performed to examine the model's accuracy. The results showed that the Mogi–Coulomb failure and modified Lade criterion were the most suitable for the Zubair formation. These criteria were given a good match with field observations. In contrast, the Mohr–Coulomb criterion was improper because it does not match shear failure from the caliper log. In addition, the obtained results showed that the inappropriate mud weight (10.6 ppg) was the main cause behind wellbore instability problems in this formation. The optimum mud weight window should apply in Zubair shale formation ranges from 11.5 to 14 ppg. Moreover, the inclination angle should be less than 25 degrees, and azimuth ranges from 115 to 120 degrees northwest-southeast (NE–SW) can be presented a less risk. The well azimuth of NE–SW direction, parallel to minimum horizontal stress (Shmin), will provide the best stability for drilling the Zubair shale formation. This study's findings can help understand the root causes of wellbore instability in the Zubair shale formation. Thus, the results of this research can be applied as expenditure effectiveness tools when designing for future neighboring directional wells to get high drilling performance by reducing the nonproductiv