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SPE 27352 Underbalanced Drilling of Horizontal Wells: Does It Really Eliminate Formation Damage? O.B. Bennion and F.B. Thomas: Hycal Energy Research Laboratories Ltd. 'SPE Member ~ 1884, Soci8Iy d ~ Engi-., Inc. Th. PIPIf - PIWP8/8d for ~ 8I1heSPEIndo 8oIm~k8n on FOIIII8IDI D8m8ge ~ h8kIiI ~ Lou8 7-10 F8bII8IY1884. The ~ - HI8cI8db ~ bv en SPEp~ C ~ ,..,.. d .-.mation ~ iI en 8bItr8d 8iDnl\l8d bv Ihe .~8). ~ d the peper. u ~ ~ not be8I r8Mw8dbvfie Soci8Iy d ~ Engi-. and... -.IIj8:I to .-8dIon bvIhe d!Of(8). Them818f81. .. ~ -*- ~ -'Y ~ anypoaIIkIn d IheSociety d PeIJoI8Im ~ra, Is ~. ~ _belL PIp-. ~ 81 SPE~ .. 81G18o1 to ~1c8IDI bv Edk)ri8I Com"*- d fie Soci8Iy d P8Iro8I8n e P8IIn8HI to CXIPY Ie ~ to en 8b8b'8d 01 nmmore "-1300 worc8. DMIr8IkxI maynmbe ~ The~ should CXIIII8iI conapiQIOU8 aduXJWtadgemen\ d MIeran by whom the paper .~. WrMallll8r8n. SPE, P.O. Box833838, RIjIanIIon. TX 7a3-3838. U.S.A. T8i8x.183245 SPEUT. ABSTRACT 1. Fluid-ftuld Incompatibilities such as reaction of invaded mud filtrate with In-situ fluids (oil or formation brine) to form scales, Insoluble precipitates, asphaltic sludges or stable emulsions. Recently, underbalanced drilling has been utiHzed as a technique to minimize invasive formation damage in both horizontal and vertical wells. While It Is widely accepted that underbalanced drilling greatly reduces the propensity for formation damage, partk:ular1y with respect to the potential for whole mud losses and invasion of mud solids, the potential for formation damage still exists in situations where the original saturation in the reservoir (either hydrocarbon or water), is less than the irreducible saturation of the phase utilized in drilling and the capillary pressure and wettabllity characteristics can cause spontaneous imbibition. This often occurs when drilling in an underbalanced mode in low permeability gas reservcjrs that have abnormaUy k7N initial water saturations. Although fluid flow Is occurring frOOI the formation, circUating drilling fluds are In dynamic continual contact with the formation face. At abnormaly low initial saturations, there exists the ability for strong, spontaneous imbibition effects wtich can, In some situations, coooteract pressures that are far greater than the apparent underbalance pressure occurring during the drilling process. If the formation contains potentially sensitive clay materials, deflocculatable fines, the potential for emulsions or permeabiHtyreductions ooe to aqueous phase trapping, these phenomena ooUd possibly occur and reduce permeability. The fact that a stable filter cake Is not developed during underbalanced drillng, due to continual Inflow frOOI the formation face, could increase the severity of these phenomena as a fuay exPosed formation face which remains unshielded by any type of brldsjng or sealing filter cake is exposed for potential knbibition effects at all times. In addition, if any overbalanced pulses occur during drllHngor completion, the potential for severe and damaging fluki and sakis losses to the unprotected formation can be significant. This paper dOCtments potential damage scenarios based on the results of specific laboratory tests and reviews new techniques designed to evaluate and pre-screen underbalanced drilling operations prior to costly Implementation i1 the field. 2. Rock-Fluid incompatibUities . contact of potentiany sweUing(i.e., smectitic clay) or deflocculatable (i.e., kaoliniteclay) minerals by non equilibrium aqueous phase sautlonsmayhave the potential to severely reduce nearwellbore permeability. 3. Solids Invasion - The invasion of artificial solids contained in tt1edrilling fluid (i.e., weighting agents or artificial bridging agents) or tt1e invasion of formation solids (mk:roflnes) generated by the milling action of the drill bit 00 the formatioo. The permanent entrainment of these solids In the formation can have a severely reducing effect 00 permeability in some situations. 4. Phase trapping/blockingi.3 . This phenomenais the Invasion and entrapment of high 011 or waterphasesaturations in the near wellbore region and can have a substantially reducing effect on 011 or gas productivity, particularly for certaintypes of formations. 5. Chemical Adsorption/Wettability Alteration - Most drilling fluids contain a variety of chemical additives to improve mud performance and character. In some cases these additives may be incompat~e with the formation fluids or rock. or exhibit a high propensity tor physical adsorption. This can result In a number of oodesirable phenomena such as permeability reductions due to physical p~ymer adsorption. or wettability alterations due to surfactant adsorption. 6. Fines Migration - The actual Internal movement of foonation fines or loosely attachedin-sltu formation particulates can be a concern in certain reservoirs where high, uncontrolled fluid loss is apparentat highlyoverbalanced drilUng conditions. INTRODUCTION 7. Biological Activity - Bo1h aerobic and anaerobic bacterial agents can be Introduced into 1he formation by 1he drilling process. Bacteria produce poIysaccharkte polymer slimes as waste products which can occlude porosity and redll:e permeability In the near wellbore region. Various authors' have documentedwhy concems with formation damage in horizontal well applications often outweigh those observed in verticalwells. Mechanisms of damageoommon to 00111 oortzontal and vertical wellswouldInclude:

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SPE 27352

Underbalanced Drilling of Horizontal Wells: Does It ReallyEliminate Formation Damage?O.B. Bennion and F .B. Thomas: Hycal Energy Research Laboratories Ltd.

'SPE Member

~ 1884, Soci8Iy d ~ Engi-., Inc.Th. PIPIf - PIWP8/8d for ~ 8I1he SPE Indo 8oIm~k8n on FOIIII8IDI D8m8ge ~ h8kI iI ~ Lou8 7-10 F8bII8IY 1884.

The ~ - HI8cI8d b ~ bv en SPE p~ C ~ ,..,.. d .-.mation ~ iI en 8bItr8d 8iDnl\l8d bv Ihe .~8). ~ d the peper. u ~ ~ notbe8I r8Mw8d bv fie Soci8Iy d ~ Engi-. and ... -.IIj8:I to .-8dIon bv Ihe d!Of(8). The m818f81. .. ~ -*- ~ -'Y ~ any poaIIkIn d Ihe Society d PeIJoI8Im ~ra,Is ~. ~ _belL PIp-. ~ 81 SPE ~ .. 81G18o1 to ~1c8IDI bv Edk)ri8I Com"*- d fie Soci8Iy d P8Iro8I8n e P8IIn8HI to CXIPY Ie ~ to en 8b8b'8d01 nm more "-1300 worc8. DMIr8IkxI may nm be ~ The ~ should CXIIII8iI conapiQIOU8 aduXJWtadgemen\ d MIera n by whom the paper .~. WrMallll8r8n. SPE, P.O. Box 833838,

RIjIanIIon. TX 7a3-3838. U.S.A. T8i8x. 183245 SPEUT.

ABSTRACT 1. Fluid-ftuld Incompatibilities such as reaction of invaded mud filtrate withIn-situ fluids (oil or formation brine) to form scales, Insoluble precipitates,asphaltic sludges or stable emulsions.Recently, underbalanced drilling has been utiHzed as a technique to

minimize invasive formation damage in both horizontal and vertical wells.While It Is widely accepted that underbalanced drilling greatly reduces thepropensity for formation damage, partk:ular1y with respect to the potentialfor whole mud losses and invasion of mud solids, the potential for formationdamage still exists in situations where the original saturation in the reservoir(either hydrocarbon or water), is less than the irreducible saturation of thephase utilized in drilling and the capillary pressure and wettabllitycharacteristics can cause spontaneous imbibition. This often occurs whendrilling in an underbalanced mode in low permeability gas reservcjrs thathave abnormaUy k7N initial water saturations. Although fluid flow Isoccurring frOOI the formation, circUating drilling fluds are In dynamiccontinual contact with the formation face. At abnormaly low initialsaturations, there exists the ability for strong, spontaneous imbibition effectswtich can, In some situations, coooteract pressures that are far greaterthan the apparent underbalance pressure occurring during the drillingprocess. If the formation contains potentially sensitive clay materials,deflocculatable fines, the potential for emulsions or permeabiHty reductionsooe to aqueous phase trapping, these phenomena ooUd possibly occur andreduce permeability. The fact that a stable filter cake Is not developedduring underbalanced drillng, due to continual Inflow frOOI the formationface, could increase the severity of these phenomena as a fuay exPosedformation face which remains unshielded by any type of brldsjng or sealingfilter cake is exposed for potential knbibition effects at all times. In addition,if any overbalanced pulses occur during drllHng or completion, the potentialfor severe and damaging fluki and sakis losses to the unprotectedformation can be significant. This paper dOCtments potential damagescenarios based on the results of specific laboratory tests and reviews newtechniques designed to evaluate and pre-screen underbalanced drillingoperations prior to costly Implementation i1 the field.

2. Rock-Fluid incompatibUities . contact of potentiany sweUing (i.e.,smectitic clay) or deflocculatable (i.e., kaolinite clay) minerals by nonequilibrium aqueous phase sautlons may have the potential to severelyreduce near wellbore permeability.

3. Solids Invasion - The invasion of artificial solids contained in tt1e drillingfluid (i.e., weighting agents or artificial bridging agents) or tt1e invasionof formation solids (mk:roflnes) generated by the milling action of thedrill bit 00 the formatioo. The permanent entrainment of these solids Inthe formation can have a severely reducing effect 00 permeability in

some situations.

4. Phase trapping/blockingi.3 . This phenomena is the Invasion andentrapment of high 011 or water phase saturations in the near wellboreregion and can have a substantially reducing effect on 011 or gasproductivity, particularly for certain types of formations.

5. Chemical Adsorption/Wettability Alteration - Most drilling fluids containa variety of chemical additives to improve mud performance andcharacter. In some cases these additives may be incompat~e with theformation fluids or rock. or exhibit a high propensity tor physicaladsorption. This can result In a number of oodesirable phenomenasuch as permeability reductions due to physical p~ymer adsorption. orwettability alterations due to surfactant adsorption.

6. Fines Migration - The actual Internal movement of foonation fines orloosely attached in-sltu formation particulates can be a concern incertain reservoirs where high, uncontrolled fluid loss is apparent athighly overbalanced drilUng conditions.

INTRODUCTION7. Biological Activity - Bo1h aerobic and anaerobic bacterial agents can be

Introduced into 1he formation by 1he drilling process. Bacteria producepoIysaccharkte polymer slimes as waste products which can occludeporosity and redll:e permeability In the near wellbore region.

Various authors' have documented why concems with formationdamage in horizontal well applications often outweigh those observed invertical wells. Mechanisms of damage oommon to 00111 oortzontal andvertical wells would Include:

UNDERBALANCED DRILLING OF HORIZONTAL WELLSDOES IT REALLY ELIMINATE FORMATION DAMAGE? SPE 273522

reservoir is actually ~gher than the circulating fluid, the potential for boththe invasioo of whole mud and soHds is eliminated. This can greatly reducedamage, mud costs and volume required and ultimatecornpletionlstimulatloo costs.

WHAT IS UNDERBALANCED DRILLING--- ---

Overbalance pressure is defined as the downhole pressure differentialbetween the circulating fluid stream (driDing. completion or stimuatlon fluid)and the in-situ pressure in the formation being contacted. The circulatingfluid pressure is a combination of the hydrostatic pressure induced by thephysical weight of the fluid column between the surface and the doWTi)oieformation and the physical pump pressure required to cause the fluidsystem to circulate through the well.

DisadvantaGes of Underbalanced Drilling

UnderbaJanced drilling has several detrimental aspects associated withIts use, some of these being:

1. Safety concerns (risk of bk7Nout. fire, explosion, loss of control, etc.).Ttis is a particlJar corw:efn in oil or gas reservoirs containing HIS gas.

Most formations are commonly drilled In an "overbalanced mode" dueto tle fact that conventional flud system densities usually create adownhole pressure whk:h is higher than the in-situ formation pressure. Thiscauses a natural tendency, if the exposed formation is permeable, forcirculating fluids (and solids) to Invade into the formation.

2. Exoense - Underbalanced driHing can be much more expensive thanconventional overbalanced drilling. When nlb"ogen Is used to reducemud weight. rib'ogen oosts can be high. particularly for extended reachhorizontal wells or low penetration rates due to hard formations ortecmical problems. Air has been considered as a cheaper alternategasification medun. but cara must be taken to determine and monitorthe combustible envelop between air and the flowing hydrocarbonstream under consideration to eHmlnate explosion and fire hazards.

Underbalanced drilling occurs when the effective downhole circulatingpressure of the fluid system in contact with the formation is less than theexisting formation pressure. Underbalanced oorxJitions occur naturally insome reservoirs when unwelghted fluids are utilized if the reservoir isgeostatically overpressured for Its depth. In other situations. underbalan:edflow can be obtained through the use of lower density hydrocarbon basedfluids in lieu of denser water based systems. 3. Damage - Underbalanced drilling does not eliminate all types of damage

in all reservoir situations and In some cases has its own unique damagemechanisms. This theme of damage during underbalanced drillingoperations will be the subject of the balance of this paper.

In many cases, partioolarty when considering pressure depletedformations, it is necessary to artificially reduce the apparent density andhydrostatic pressure of the applied fluid system in order to generate anunderbaJarx:ed condition. This is commonly conducted by entraining a lowdensity gas (either nitrogen, air or naUa! gas) in the circulating fluidstream. In some cases special surfactents are utlUzed to generate stablefoam systems wNm have high apparent viscosity. In others, the gas Ismerely injeded either Into the entire circulating ftlid stream. or part way Intothe vertical section or build section by the use of a parasite tubing string orspecial catcentric drill string configuration to allow single phase flow In thehorizontal section to facilitate cuttings transport, but still retain theadvantage of underbalanced drilUng by reducing the density of the majorityof the vertical fluid column.

DamaGe DurinG Underbalanced Drilling

A number of potential damage mechanisms exist when operating in anunderbalanced mode. These include:

1. Lack of a protective sealing filter cake if true underbalanced conditionsare not maintained 100% of the time during drilling and completion.

2. Spontaneous countercurrent imbibition effects which allow theentrainment of potentially damaging fluid filtrate into the reservoir matrixin the near well bore region.

WHY UNDERBALANCE DRILL?3. Glazi1g aoo surface damage effects caused by Insufficient heat

conductive capacity of circulating fluids.Underbalanced drilling has particUar advantages in situations where thepotential for severe fluid loss or total lost circulation exists. This would

include reservoir situations such as: These points will be elaborated upon in greater detail.

Lack of A Protective SealinG Filter Cake1. Highly fractured sarxtstone or carbonate formatk>ns where the majorityof permeability is cootalned In the fracture system.

In truly underbal~ed ~erations, since flow is occurring from theformation, an external bridging and sealing filter cake is not established.Fluids utilized in underbalanced operations typically do not contain fluid lossadditives or bridfjng agents as it is not normally anticipated that any typeof effective filter cake wi. be requirad or established.

2. Heterogeneoos high permeability vugular carbonates.

3. High penneabllity uncoosolidated or oonsolidated sands.

4. Lower matrix penneability sands or carbonates in pressure depletedformatioos where the potential for fluid loss under extreme overbalanceconditions is high.

Unfortunately in many underbalanced drilling operations we are ooableto maintain truly underbalanced conditioos from the commencement ofdrilling to the conclusion of the completion phase of the wel. This could bedue to ~mber of problems or situations such as:All these types of reservoirs can be severely damaged by whole mud,

mud filtrate, and mud solids losses. In many cases the depth of Invesionin these higher permeability rese~rs at tjgh overbalance pressures Issevere and can generally extend we! beyond the range of conventionalstimulation treatments.

1 . Need to temporarny kill the well for bit trips, mud p~ed loggingprograms, or other operating considerations.

2. Penetration of unexpected underpressured zones.The benefit of ~erbalanced drilling is t\at, since 1he pressure ., the

154

imbi)1t!on can effectively comteract even IV~ underbalance pressures.The absence of any type of sealing filter cake tends to aggravate theproblem as there is no barrier to filtrate access to the formation.

3. Mecharical, tecmlcaJ or supply problems res~tlng in a shukk>wn of gas

injection.

Recent improvements In underbalanced ted\noIogy, su:h as ~e use ofcoDed tubing, parasite strings, concentric strings and oon-mud pusedelectromagnetic measurement while drilling ted1nlques have been useful Inreducing some of ~e periodic overbalance pressure phases occurringduring some drinlng operations.

TNs water filtrate based imbibition can cause reductions in nearwellbore productivity due to water blocking effects. In addition, if theformation contains potentially sensitive clays or Incompatible fluids, adversereactions with the imbibed fluid may occur causing additional reductions inpenneability. Since the majority of horizontal weNs are open holecompletions, even a relatively shallow damaged zone, which might normallybe perforated through in a vertical wen, coud have a significant detrimentaleffect on productivity.

Agure 1 (A) provides a sd1ematic representation of a POOfIy designedconventional overbalanced mud system. Due to high overbalaree pressureand improper selection of fluid loss and bridging agents, extensive flushingof matrix, fracture or vug~ar permeability systems can occur. Whole mudand solids losses could be espeaally damaging to fracture and vugularpermeability in this type of a situation. Agure 1(8) illustretes a similarconventional overbalaooed system with a properly designed fI~d lossoontrol/bridging agent system. In this case solids invask>n depth(particularly in the fracture and wgular system) is minknlzed and extensivefiltrate penetration is eliminated. The filter cake is designed to be easilyremovable by reverse flow or conventional completion/stimulation

techriques.

Oil-wet systems do not typically tend to spontaneously imbibe waterbased fluids (uriess tttey exhibit a mixed or spotted wettability concltlon),but tttey can spontaneously imbibe 011 besed fluids in a manner analogousto tttat described for water-wet systems. This typically does not pose aprOOlem for 011 reservoirs (as ttte matrix is already highly saturated withhydrocarbon at a level which minimizes or eliminates imbibition effects) butmay be of coocem in some gas reservoirs which contain a low, immobileliquid hydrocarbon saturation and exhibit oil-wetting tendencies (i.e.,sub-dewpoint depleted retrograde coodensate systems). The presence ofan Initial low saturation hydrocarbon phase In an oil-wet system can act asimbibition causing .sites. for additional hydrocarbon inbibitlon and trapping.This phenomena has been documented by McCaffer/.

Agure 1 (C) Rlustrates the same system in an underbalanced mode. Itcan be seen that If continuously underbaJanced conditions can bemaintained, that this likely represents the optimum scenario for maxlmizi1gpotential pro<kJctivity from the vug and fracture system. Damage to thematrix due to counteralrrent imbibition could still occur, however, and willbe discussed shor1iy. Agure 1(D) iUustrates how the situation in Agure1 (C) can be degraded if the unprotected matrixlfracturelvug system Issuddenly exposed to an overbalanced pulse. This creates the potential forsignificant invasion Into exposed matrix, fractures and vugs. Since theinvadng fluids contain drill solids, severe plugging may occur and the influxof filtrate could also damage the formation due to any of the mechanismsof formation damage discussed In the introduction of the paper.

The phencxnena of spontaneous water Imbibition against a dynamicunderbalanced coodition is iUustrated in a series of experimentsdocumented later in the paper.

GlazinG and Surface Damage

Known to be a problem in air drilling, glazing and surface damage canoccur if the circulating fluid has insufficient heat capacity to cool andlubricate the bit-rock interface. This results in a high localized temperatureand the potential formation of a relatively thin (1-5 mm), but often veryimpermeable zone. ThIs may be a problem In some underbalanced drillingoperations where high gas rates are utilized or penetration rates ara verylow. This problem generaly does not occur if parasite or concentric stringsare utilized to generate the underbalanced condition, as the bit-rockInterface is totally liquid contacted In these situations. Glazing tends togenerally be a problem In tighter homogeneous formations. If the formationexhibits fractures or open vugs, glazing does not appear to significantlyocclude these features in most situations.

Therefore, it can be seen from evaluation of Figure 1 that in some casesIt may be more advantageous to driB and complete with a conventionalsystem where we can rapidly establish an impermeable and sealing fUtercake wfjch is desi!11ed to be readily removable, rather than to go to theexpense of driDing partially underbalanced and possibly create more severe,deeply i1vaded, inaccessible damage.

~untercurrent Imbibition

Figure 2 provides an IIkJStraUon of the mechanism of countercurrentImbibition. It is well recognized that imbibition effects can draw waterhundreds of meters up into formations from water-oU or water-gas contacts,and similar forces can cause e~ivalent effects in the near wallbore regionduring underbalaooed drilling.

SDOntaneous Imbibition Experiments

A series of five spontaneous imbibition experiments were conducted tonote tie effect of countercurrent imbibition In a gas-water system as afu'IctIon of:

This problem tends to be the most severe In lower permeabilitywater-wet gas reservolls which exhibit abnormally low sub-Irreducible watersabJrations. A detailed dscussion of these types of formations is providedIn the IIterabJre4.

1 . Reservoir quality2. UnderbaJaooe pressure3. Initial pre-exlstlng water saturation

Figure 3 provides a schematic of the equipment utilized for these tests.Pressure tapped core samples were utilized for two of the tests toInvestigate permeability impairment as a function of dstance from the freewater contact and three tests were conducted using non-pressure tappedcore to investigate the effect of the magritude of a pre-existing watersaturation prior to water contact on countercurrent imbibition.

Spontaneous imbibition effects will ca~e the matrix in the near weUboreregion to saturate itself with water until the internal capillary pressure effectbalances the pressure exerted by the differential underbalance pressure.The severity of the potential degree of imbibition will be a function of theinitial difference in saturation between the initial water saturation and the.Irreducible. saturation at the capilary pressure where the capillary pressurecurve becomes asymtopticany vertical. It can ba seen that many reservoirsystems, particularly in lower permeability mabix situations, COU1tercurrent Humidified rVtrogen (to avoid desiccation of any in-sttu or Imbibed water

155

UNDERBALANCED DRILLING OF HORIZONTAL WELLS.DOES IT REALLY ELIMINATE FORMATION DAMAGE? SPE 273524

uniformly dispersed prior to testing. The final core (Test '5) had a 38%Initial water saturation Introduced and dispersed prior to testing.

saturation) was utilized as a displacing ftud to simulate underbalanced gasftow from the formatloo and neutral pH 5% KCI solution to simulate thepotentially imbming filb'ate phase. Press~ measurements were condlx:tedusing capacitance transducers having a range of 0 to 35 kPa or 0 to 350kPa with an accuracy of 0.5%. Tables 1 and 2 provide a summary of corephysical parameters and test parameters for the experimental program.

Complications in the analysis of the results from these three testsoccurred due to the low permeability of the core and the resulting inf\\Jenceof KDnkenberg slippage effects on the gas permeabilities at the Increasingunderbalance pressure. Higher ~erbalance pressures (corresponding toa higher effective net pressure drops and flow rate across the individualcore samples) resulted in lower permeabilities. Therefore, to eliminate theeffect of this flow rate inciJced artifact on the measured laboratory data therelative peroentage of reduction in permeability before and after exposureto water In an underbalanced mode, at a given ooderbalance pressure,provided a more accurate evaluation of what was actually occurring In thetests. This data is also contained as a portion of Table 5 and has beenplotted and appears as Agure 6. Examk1atlon of this data indcates that:

Test #1 (5.. . 0.0. k... ~ 1083 mD)

T able 3 provides the reBUts of the test conducted on core #1. This corewas the ti~9St permeabiUty tested and was Initially ~ a "dry" state (0%Sw.) to simulate the worst possible scenario for spontaneous Imbibition.

A set of permeability versus time measurements con~cted over a 96tX>Ur period Inclcated that permeability declined to the greatest degreeclrectly adjacent to the slmtjated wellbore as wotjd be expected, 00t thatsubstantial permeability Impairment extended up to 25 cm into the core.The core was run In a vertical orientatkJn, providing the most optimisticscenario as the imbibing fluids had to counteract gravitational as well asunderbalanced flow effects.

1. Imial penneability at a given underbalance pressure prior to waterexposure is reckJced as a function of initial trapped water saturation aswoud be classically expected.

2. The severity of the observed reduction in penneabllity is a direct~ion of decreasing underbalance pressure, consistent with theresults of ttle earlier tests. Although underbalance pressures evaluatedin ttlese tests were fairty low (a maximum of 50 psi). other tests haveIndicated that spontaneous countercurrent imbibition can occur, giventhe app~rlate conditions, at underbaJance pressures of up to 1000 psi.

The data of Table 3 also illustrates the effect of reducing overbalancepressure on equHibrkJm spontaneous imbibition. As would be expected, thelower the overbalance pressure. the greater the degree of spontaneousimbibition and damage. The relative increase in damage with reduction inunderbalance pressure was relatively smaO for this test, likely due to thetigh Inherent reservoir quality. The permeability reduction profiles havebeen plotted as a function of time aoo underbalance pressure for Test '1and appear as Figure #4.

3. The relative severity of the observed reduction in permeability isreduced as the initial water saturation increases. This is we to thedecreased propensity for water imbibition in a higNy water saturatedmedum due to the "initial" water saturation being closer to the true"irreducible" value. If additional tests had been conducted at evenhigher initial saturation levels that approached or equalled the trueirreducible level, the data indicates that imbibition damage effects wouldlikely be negll~ble.

Test #2 (S.. - 0.0. k... = 390 mD)

Table 4 sunmarlzes the results of Test 12. This test was conducted ona lower quality core, but only two hours were allowed at each Imbibitionpoint to observe the rate effect of Imbibition. This core was slighUy longerthan that used in core #1 and had ttvee Internal pressure taps Instead oftwo. CONCLUSIONS

Underbalanced drilling has specific application h1 fractured. vugular orextremely high permeability systems where high losses of bothpotentially damaging fluids and solids to the formation have the potentialto severely impair ultimate oil or gas prodootivity.

Results once again Indicate the most severe imbibltlon/penneabilityredtx:tion effect at the simulated wellbore face. Damage increasedsubstantially with reciJctk>ns in underbalance pressure and likely wouldhave been even more severe if extended time periods had been allowed foreqlilibriwn as In Test 11. Depth of propagation of the damage appears tobe rate dependent with exposure time with a much shallower damageprofile being observed In this test than in Test #1, even though corapenneability was lower and one ~d expect stronger countercurrentimbibition effects.

2. Underbalanced driDing can be dama~ng in certain situations due to thelack of fonnatlon of an impenneable sealing filter cake to preventinvasive losses if underbalanced conditions are not maintained at aDtimes. Countercurrent spontaneous imbibition of water based filtrates(in water-wet and low SWI media) and 011 based filtrates (in oil-wet, lowSo, media) have also been illustrated to be potentially damaging eveniftotany underbalanced conditions are continuously maintained. Surfaceglazing effects can also contribute to reduced productivity in certainspecial situations.

This indk:ates that degree of imbibition InOOced damage wiD be, asexpected, not only a fw1dk)n of the relative underbaJance pressure, but alsoof the length of exposure time. The greater the length of exposure, thegreater the severity of the damage in the near wellbore region and potentialextent fA Irwasion. The peroentage of permeability retained profiles ofTa~e 4 have be., plotted and appear as FIgure 5. 3. Spontaneous countercurrent Imbibitioo was fomd to be rate and

underbalance pressure dependent with longer exposure times and lowerunderbalance pressures both contributing to severity of damage anddepth of invasion. Degree of permeability Impairment due to imbibitionwas found to decrease with irereaslng inItial water saturation (for thecase of a water-wet rock), although research tends to indicate that the!!!! of imbibition may be increased by the preseree of a pre-existingsaturation of the imbibing phase. even though the ultimate severity (i.e.,total magnitude of the damage) may be reduced.

Tests 3. 4. & 5 (Variable Sw. . 0 to 38%. k... = 22 to 27 mD)

The final tt1ree tests were ~ucted on samples of relatively lowpermeability. Three dolomite samples as similar as possible witt1permeability ranges from 22 to 27 mD and porosity from 8.8 to 9.9% wereselected for use in tt11s part of tt1e test. One sample (Test #3) was testeddry. The next (Test #4) had a 12% initial water saturation introd~ed and

156

5D.B. BENNION and F.B. THOMASSPE 27352

4. One must evaluate the relative damage expected to be incurred duringa conventional ~ deslooed overbalanced drilling operation against thepotential risk for damage from the poorly designed or executedunderbalanced driling operation. In many homogeneous formationswhere the potential for significant fluid Invasion is not significant. a well-designed overbalanced driRing program may provide limited fluid lossand Invasion and mW\imai damage, provide comparable or superiorresults to a more costly and risky underbalanced drilling approach.

5. A well-designed, engineered and executed underbalanced drillingprogram can eliminate or minimize formation damage and increasepro<kJCtivity In many reservoirs, partiaJlarly U)OSe with significantpropensity for ~~ fluid Invasion during overbalanced operations suchas naturally fractured formations, vuguar carbonates, very highpermeability interaystallne sands and carbonates and hlg~y pressure-depleted zones.

ACKNOWLEDGEMENTS

The authors express appreciation to the management of Hycai EnergyResearch Laboratories Ltd. for the funding of this project aOO for permissionto publish the data.

REFERENCES

1. Bemlon, D.B., Thomas, F.B. and Bemlon, D.W.: .Effectlve LaboratoryCa'eftood Tests To Evaluate and Minimize Formation Damage inHorIzontal Wells,. presented at the Third International Conference onHorIzontal Wen Technology, November 12-14,1991, Houston, Texas.

2. Bemk>n, D.B., CImolai, M.P., BIetz, R.F. am Thomas. F.B.:"Reductions in the prockJctIvIty of Oil & Gas Reservoirs Due to AqueousPhase Trapping," Presented at the 44th Anooal General Meeting of thePetroleum SocIety of CIM, May 9-12, 1993, Calgary, Alberta. Canada.

3. Cmolai, MoP., GJes, R.M., Bennion, D.B., and Myers, D.L: .MitigatingHorizontal Well Formation Damage In a Low Permeability ConglomerateGas Reservoir,. presented at I\e SPE Gas Technology Symposi~ heldIn Calgary, Albet'ta. Canada, June 28-30, 1993.

4. Katz, D.L aoo LtXtdy, C.L, "Absence of Connate Water in MicNganReef Gas Reservoirs - An AnalysIs.. AAPG Bulletin, Vol. 66, No.1(Jantary 1982), pp 91-98.

5. McCaffery, F.G.: "The Effect of Wettabllity, Relative Permeability andImbibition in P~ Media," Ph.D. Thesis, University of Calgary,September 1973.

157

TABLE 1SPONTANEOUS IMBIBITION TESTS

CORE PARAMETERS

TABLE 2SPONTANEOUS IMBIBITION TESTS - FLUID AND

TEST PARAMETERS

TABLE 3SPONTANEOUS IMBIBITION TEST RESULTS

CORE #1

TABLE 4SPONTANEOUS IMBIBITION TEST RESULTS

CORE #2

Permeability to Humidified Nitrogen (mD)[% of original]

Core Section

~ #4~ #2

45313241488[,410 r

456 [100.0]328 [100.0]465 [95.3]247 [60.2]

452 [100.0]326 [100.0]422 [86.4]216 [52.7]

462 [100.0]322 [99.3]386 (79.1]156 [38.1]

Top 8.3 anNext 11.0 emNext 5.6 cmBottom 3.3 em

11121314

Initial dry core, no in-situ water saturationEquilibrium after water contact at 82.7 kPa (12 psI) underbaJalx:eEquilibrium after water contact at 55.1 kPa (8 psi) underbalanceEquilibrium after water contact at 27.6 kPa (4 psi) underbalance-

TABLE 5SPONTANEOUS IMBIBITION TEST RESULTS - VARIABLE

INITIAL WATER SATURATION TESTS, CORES #3, #4 and #5

Core #412'1. Sw

Core #538% Sw.

Core #30% SWI

UnderbalancePressure

PostWater(mD)

PostWater

(mD)

Initial(mD)

'/.Reduction

Initial(mD)

%Reduction

Initial(mD)

%Reduction(kP8) (psi)

36.848.257.1

2.313.696.09

1.791.992.79

22.546.154.2

PostWater

(mD)

5.325.245.14

60.365.177.3

7.0110.5113.94

4.435.445.98

34517268.9

502510

13.4215.0222.62

100.0]100.0]100.0]100.0]

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