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In the past we heard a lot about “peak oil” and how the world would
soon run out of oil. That is not going to happen for many years, if ever,
and one the main reasons is the use of directional drilling. We asked
Dr David Maddison to take a look at the topic and this is his report.
The big energy breakthrough:
Horizontal
drilling for oil
D
irectional drilling, also known as slant drilling, is chances of finding oil from around 10% in early times to
a technology which gives the ability to drill a hole about 50% today.
One of the most significant historical incidents involving
into the ground in any desired direction (bearing)
and angle, toward a predetermined location. It is widely directional drilling was when Iraq accused Kuwait of stealused for oil and gas production, for “Surface in Seam” ing its oil via this method. This resulted in Iraq occupying
(where a well is drilled horizontally into a coal or shale Kuwait and subsequently led to the First Gulf War.
Directional drilling has specific applications as follows:
seam to extract gas) and for underground utility cable or
pipe installation.
(a) Multiple wells from a single location
In the past, oil wells were drilled over easily-accessible
In the case of an off-shore drilling platform, directional
deposits. Early prospectors did not really know what to
drilling enables multiple wells to be drilled from a fixed
look for in terms of geological formations, so they would
location, saving the huge expense of moving the platform
drill wells near places such as natural oil seeps.
or building another. Many oil fields would not be economic
As knowledge improved, prospectors could look for
without this capability.
certain types of
(b) Lack of suitageology known
ble surface locato be associated
tion for a drilling
with oil deposplatform
its. Beyond that,
An oil or gas
the development
deposit may lie
of remote sensbeneath a town,
ing technologies
city or a mountain
which detected
or some other area
magnetic, graviunsuitable for a
tational and seisdrilling platform.
mic properties
Another examimproved the
ple is offshore deability to find deposits which can
posits at greater
be accessed from
depth.
an onshore drillThe only sure
ing rig where the
way to know if Sources: US Energy Information Administration
and US Geological Survey
deposit is relativethere is oil or
Fig.1: several oil and gas drilling scenarios showing, from left to right, a well
ly close to shore.
gas is to drill a that has been drilled vertically and then steered into a seam of hydrocarbon
One example
hole – but mod- rich shale; a well that has been steered to intersect gas deposits within sand;
of drilling and reern technology a conventional vertical well to extract coal bed methane and on the far right a
covery of oil from
has improved the traditional oil and and gas well drilled vertically.
16 Silicon Chip
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Image source: www.pdgm.com/solutions/well-planningdrilling-engineering-and-geosteering/well-planning/
Fig.2: image generated with Paradigm Sysdrill well planning software showing planned locations of directionally drilled wells.
beneath a city is in the Beverly Hills Oil Field, part of the
City of Los Angeles (see Fig.3 below).
through a salt dome can be problematic. A well can be
drilled in such a way as to avoid going through such domes.
(c) Drilling around obstructions
This is known as side-tracking. The directional drilling technique is used to drill around an obstruction in a
well, such as a broken-off string of pipe or a drill bit. (Such
pieces of debris are known as “fish”.) Side-tracking can
also be used to invigorate an old dry well by using part of
the existing well and then side-tracking out of the original
well casing to access possible untapped deposits.
(g) Drilling relief wells
Relief wells are often required to kill an oil or gas well
that has “blown out”. A blow-out is an uncontrolled flow
of gas, oil or other well fluids from the well.
A nearby well is drilled to intercept or pass close to the
bottom of the blown well and a special high density “kill
fluid” is then injected to block the blowing well.
(d) Drilling in heavily faulted rock formations
Heavily faulted rock formations can cause deflection of
a vertical well during
drilling. Also, a fault
might slip, breaking the
drill pipe. Directional
drilling allows a better
and safer approach angle
to the deposit.
(h) Straightening a crooked well
A conventionally drilled vertical well might drift off
course. Directional drilling techniques can be used to redrill the well from
the point of deviation, to realign it to
the correct direction.
(e) Intersecting multiple deposits with a
single well
In some cases it might
be most economical to
have a single well intersect multiple hydrocarbon deposits. This saves
having to drill multiple
wells.
(f) Drilling in an area of
salt domes
Oil deposits are often associated with
salt domes but drilling
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Fig.3: the Beverly Hills Oil Field is providing oil from a most unexpected
location. Oil recovery is via directional drilling from four “drilling
islands”, hidden away beneath structures designed to disguise them.
(i) Recovery of coal
seam or shale gas
or oil
Huge quantities of
gas and oil are now
being extracted by
horizontally drilling through coal,
shale or oil-bearing
seams. For an example of such drilling
see Fig.6.
(j) Utility cables and
pipes
Directional drilling techniques can
also be used to install
utility cables and
July 2016 17
Fig.4: seismic survey of a deposit in Queensland showing a
variety of possible oil, gas and coal deposits, demonstrating
the great detail that can be produced describing structures
within the Earth. Directional drilling technology can
ensure that no economically recoverable deposit is
inaccesible.
pipes. One application is to run these utilities under a river,
thus saving the cost of a bridge; or running utilities under
roads and footpaths without having to excavate. Naturally,
one must check plans for existing services or detect existing services with special equipment. Many cables for the
National Broadband Network (NBN) are being installed
by this method.
Fig.5: simplified
view of a drilling rig
showing the main
components.
Components of a drilling rig
The drilling rig imparts rotary motion to a drill string.
It contains pumps to circulate drilling fluid or “mud” to
facilitate the drilling process and has equipment to add or
remove sections of pipe to or from the drill string.
The drill string comprises the components of the drill
pipe, transition pipe and the bottom hole assembly. The bottom hole assembly comprises a drill bit, drill collars which
are heavy thick walled tubes for applying extra weight to
the drill bit, components such as down-hole motors or a
rotary steerable assembly and various sensor packages.
Transition pipe makes a flexible connection between the
drill collars and drill pipe. Drill pipe is hollow tubing which
compromises the majority of the length of the drill string.
How is the drill steered?
There are several ways in which a drill can be “steered”
to a desired direction and angle using “deflection tools”.
The basic principle involves applying side-force to the drilling bit, causing it to deviate from its straight line course.
The most common tools for directional deviation are
steerable motor assemblies and rotary steerable systems
which are placed at the end of the drill string. Other systems
Fig.7: drill string showing
drill pipes, bottom
hole assembly (BHA)
and the drilling bit
but not showing the
transition pipe.
Fig.6: plan of horizontal drilling into gas bearing shale
formation around Glenfarne in Ireland. Each set of wells
has a common origin at a drilling pad indicated by a small
red rectangle. Note the 1km scale marker indicating the
massive scale of the horizontal drilling.
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History of Directional Drilling
Apart from drills accidentally deviating from the vertical (or
possibly deliberately deviating from the vertical to steal someone
else’s oil!) one of the first legitimate applications of directional
drilling was to relieve pressure on a well that was undergoing
and uncontrollable fire in Texas.
A slanted well was drilled into which water was pumped which
extinguished the fire at the wild well. This saved the oil field.
This work appeared on pages 40, 41 and 117 in the May 1934
issue of Popular Science Monthly. You can read it yourself at
Google Books: https://books.google.com.au/books?id=wygDA
AAAMBAJ&lpg=PP1&pg=PA40#v=onepage&q&f=false
The article stated “Only a handful of men in the world have
the strange power to make a bit, rotating a mile below ground
at the end of a steel drill pipe, snake its way in a curve or around
a dog-leg angle, to reach a desired objective.”
The method used to deviate the drill was with a whipstock,
(see Fig.8 at left).
Fig.8: a whipstock. It is like a wedge placed in an existing
bore hole that forces a special drilling bit to deviate off
into unbored rock. The steps are as follows: 1) A packer
is placed in the borehole at the desired location. 2) The
whipstock is oriented to the desired angle. 3) A hole is
milled through the side of the existing borehole. The tool
can bend because of a flexible joint. 4) The whipstock is
retrieved.
in use are whip stocks to sidetrack out of existing cased
(lined) bore holes and jetting systems.
A whip stock is like a wedge placed down an existing
borehole to apply lateral force on a special drill assembly,
causing it to deviate through the side of the bore (see Fig.8).
Another method is to have a drill bit with a jet on it
which cuts out a pocket of material using high pressure
hydraulic fluid in the direction of desired travel. This is
mainly of use in softer rock formations.
There are two more complex methods of directional
drilling. One is a so-called steerable motor assembly and
the other involves an assembly at the end of the drill train
that can exert force on one side of the borehole to steer the
bit, a so-called rotary steerable system.
Steerable motor assmblies
A steerable motor assembly contains a motor at the end
of the drill string which is attached to a “bent-sub”, a relatively short length of pipe that is at a slightly different angle
to the rest of the drill pipe. Under normal circumstances
of straight drilling, the entire drill string (comprising the
drill pipe, the bent-sub and drill bit plus any electronics
packages) is rotated as for a conventional drilling operation.
The bend in the pipe does not affect anything as forces are
applied evenly and the bore is cut in a straight line.
The motor is not electrical but is driven by high pressure
Fig.9: typical dimensions of a steered motor assembly.
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Illustration from 1934 “Popular Science” article about how
directional drilling was used to put out a major oil well fire.
The next major development in directional drilling came in the
1970s with the development of the steerable motor assembly. Beyond that, rotary steerable systems were developed in the 1990s
but were still considered an exotic technology until the 2000s.
The massive increase in computer power and remote sensing
technology has since enabled extremely detailed maps of subsurface terrain. Computer power also allows the planning and
the steering of the bore holes in any desired direction.
July 2016 19
How much oil is left in the world?
This is a commonly asked question, especially since the predictions of the date of Peak Oil (the time of maximum extraction
of oil is reached after which it declines) keeps getting pushed
back and has done so since 1919, when the chief geologist of
the US Geological Survey predicted peak production of US oil
would be reached within a few years.
That’s not to say that the time won’t come, but we just keep
finding more oil and have also started utilising unconventional
sources such as tar sands.
In 1981 world consumption of oil was 60 million barrels per
day and proven reserves were 700 billion barrels. On this basis it
was predicted the world would be out of oil by December 2013.
By then, global production of oil was 46% higher than in 1981
and proven reserves were one trillion barrels greater. Today’s
current prediction, by BP, is that current proven reserves form
around another 53 years supply.
The 53 year prediction is based on the concept of proven
reserves which are what companies believe they can extract
out of the ground at current prices with current technology and
still make a profit.
As prices rise, formerly uneconomic reserves may become
profitable or new technology (such as directional drilling) might
make otherwise uneconomic reserves economic to recover. New
discoveries will also be made. Actual proven reserves are a small
proportion of the the oil left in the ground.
Fig.10: the two processes
involved when directional
drilling using a steerable motor
assembly. On the left the drill
string is stationary and the
mud motor rotates the drill bit
during the “sliding” process. On
the right, the entire drill string
rotates and the well is drilled in
a straight line. Due to the bend in
the pipe, the bore will be greater
than the diameter of the drill bit.
Note that the angle of the bend
can be adjusted as circumstances
dictate. Image from Deepak Choudhary’s blog at
http://directional-drilling.blogspot.com.au/
Rotary steerable systems
Unlike a steerable motor assembly, the drill string of
a rotary steerable system constantly rotates even during
steering operations and there is no bent-sub (length of pipe
with a bend in it). Instead, there is a series of typically
three pads around the circumference of a motor assembly
which, under computer control, move in and out in rapid
succession at a particular point in the drill string rotation.
This exerts a sideways force at one point on the bore hole
to force a change in the drilling direction. During straight
drilling these pads are retracted.
As an alternative to separate pads, elliptical rings are
used in some systems which are rotated to apply force on
a particular side of the bore hole.
There is also the hybrid Schlumberger PowerDrive
Archer rotary steerable system that has a motor within it
thus giving advantages of both a steerable motor assembly
and a rotary steerable system.
Steerable motor assemblies versus rotary
steerable systems
Diagram from the US Energy Information Administration showing the small proportion of proven reserves
compared to the total amount of oil left. As prices rise
or technology improves more oil becomes available.
“mud” forced through a spiral-shaped cavity or stator in
which resides a matching rotor. There is a continuous seal
along the matching edges of the stator and rotor and when
mud is forced through the cavity, the rotor turns, causing
the drill bit to rotate (see Fig.11).
This type of motor is known as a mud motor or progressive cavity positive displacement pump. Another type of
mud motor uses a turbine instead of a rotor.
When a change in direction is required, the drill string is
stopped from rotating but mud continues to flow through
the mud motor. As there is a bend in the pipe and the whole
pipe is no longer rotating, the cut will be in the direction
of the bend. This operation when the drill string is not
rotating is known as “sliding”.
The key to this operation is knowing the way the bend
is oriented since obviously it has to be steered toward a
required direction. This is determined by “measurement
while drilling” instrumentation located behind the drill
bit, such as accelerometers, magnetometers and other instruments. Such instrumentation will be discussed later.
20 Silicon Chip
Steerable motor assemblies are older technology than
rotary steerable systems but nevertheless are reliable and
in many cases more economical to use. However, rotary
steerable systems can be used to drill wells which would
be extremely difficult or impossible with a steerable motor assembly.
A key advantage of rotary steerable systems is the fact
that the entire drill string turns at all times which prevents
the possibility of the string becoming stuck against the
borehole wall by friction, as could happen when using
steerable motor assemblies during the process of sliding,
when the only rotation is of the drill bit and mud motor
but not the drill string.
In addition, this friction can result in less than the
desired weight transfer to the drilling bit causing slower
penetration rates. A further disadvantage of steerable motor assemblies is that during the process of sliding (when
the drill string is stationary), drill cuttings tend to pack in
around the bottom assembly. This is because there is no
vortex created around a rotating drill string which tends
Fig.11: mud
motor and drill bit
assembly. The rotor assembly
for the mud motor is visible at the
left and the drill bit is on the right.
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to keep the particles in suspension, making them easy to
carry away to the surface.
There is also less drag with rotary steerable systems and
a smoother hole which contributes to greater directional
control. Logging-while-drilling, the process of obtaining
bore hole data such as direction during the drilling process
is also possible with this system. Higher accuracy is also a
feature, enabling extremely small target zones to be reached
such as in a layer that is only 45cm thick.
While rotary steerable systems have many advantages,
one disadvantage is their cost. If precise directional control
is not needed then a steerable motor assembly would be the
preferred choice. Also, the rotation of the rotary steerable
The Weatherford Revolution®
rotary steerable system.
system is generally dependent on the drilling rig as they
generally do not have their own motor, unlike steerable
motor assemblies, so possibly a higher performance drilling
rig would be required than with a steerable motor assembly.
There is also a more limited range of drilling bits available
and much greater mechanical and electronic complexity. If a
rotary steerable system is lost down a bore hole as happens
from time to time, its replacement could cost over US$1
PILOT HOLE
PRE-REAMING
PULL-BACK
Method for trenchless installation of pipe under a river using directional boring. First a pilot hole is drilled and steered in
the desired direction, then a reamer is pulled through that pilot hole from the opposite direction to expand the diameter
of the hole and then the pipe is pulled through. Photo at left shows the horizontal boring machine and at right a length of
pipe is prepared for the pull-back process.
siliconchip.com.au
July 2016 21
Some videos on directional drilling
“Horizontal Directional Drilling / Boring (HDD): How the Drill Bit
is Steered” https://youtu.be/cl8BBoCV7gU
“Directional Drilling 3D Animation.avi” (silent video)
https://youtu.be/raTMsTpD3Pg
“Complete directional drilling operation” (silent video)
https://youtu.be/tUxkx48HRIo
“Horizontal Directional Drilling - how it works”
https://youtu.be/ufYMgHa0d18 This video shows the installation of an underground pipeline.
“Horizontal Directional Drilling - Pullback 48’’ Steel Gas Pipe”
https://youtu.be/o-1kBFJLXSY
“Horizontal Directional Drilling, The Next Generation (HDB)”
https://youtu.be/zr6pgRv6RDo
“Geo-Pilot® Rotary Steerable System from Halliburton”
https://youtu.be/uVrw3InxPyc
“The Revolution Rotary-Steerable System - How It Works”
https://youtu.be/9TEyYRAu2Uk
The Halliburton Geo-Pilot
Dirigo rotary steerable system.
million compared with an average replacement cost of a
steerable motor assembly of US$168,000.
Bore hole data
It is important to measure various parameters to do with
the drill string and the rock formations through which the
well is being bored. Some measurement systems work in
real time and others require drilling to be stopped while a
probe is lowered down the hole.
The instruments have to be extremely rugged and have
to withstand temperatures up to 175°C, pressure up to
170MPa (25,000 psi) and 500G acceleration for 0.5ms.
Power is supplied to the measurement system either by
non-rechargeable lithium thionyl chloride batteries or a
turbine and alternator system driven by the flow of the
drilling mud.
There are two general categories of real-time measurements. Both require sensor instrumentation which is part
of the bottom hole assembly.
Note that in some cases the sensor packages transmit
some data while other data is recorded in memory and
analysed when the bottom hole assembly is bought to the
surface, due to the limited data rate available with some
data transmission methods.
The first category is called measurement while drilling
and relates to drilling mechanics and survey of the position
of the drilling bit. Measurements include the inclination
and direction of the drill bit, rotational speed, vibration of
the drill string, temperature, torque on the drill bit, weight
on drill bit and mud flow rate.
The second category is called logging while drilling and
relates to properties of the rock formation being drilled.
Measurements made include rock density and porosity,
electrical resistivity. acoustic properties, magnetic resonance and formation pressure.
Logging while drilling enables the following measurements to be made, including:
• Gamma radiation from the rock;
• Density of rock and photoelectric index;
• Neutron porosity to indicate hydrogen content in a
reservoir;
• Bore size and shape;
• Electrical resistivity of rock to help distinguish between
formations containing salty water and hydrocarbons;
• Sonic logging to measure the ability of the bore hole to
transmit sonic waves;
• Bore hole imaging;
• Testing and sampling of rock formation;
• Nuclear magnetic resonance to test a formation’s porosity
and permeability and
• Seismic measurements while drilling to determine optimal path of bore hole.
The Schlumberger PowerDrive Archer which is a hybrid
rotary steerable system with its own motor, combining
advantages of both systems. The background image is a
three dimensional map showing the directionally drilled bore
holes in red and the underground structure in a grid pattern.
22 Silicon Chip
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Max3Di™ Drilling optimisation software that displays various drilling data sourced both at the surface and from the bore
hole during the measurement while drilling process.
Mud-pulse telemetry
Several methods are used to transmit data from the bottom hole assembly instrument packages to the surface.
Mud pulse telemetry involves encoding data in the form
of a modulated pressure pulse in the drilling mud which
is measured at the surface and then decoded. The pressure
pulse is generated with a valve in an instrument package
near the drill head to momentarily restrict the flow of drilling mud. It can be in the form of either a positive or negative
pulse, depending upon conditions inside the borehole.
There is also a form of mud pulse telemetry involving
encoding data on a continuous wave via sinusoidal pressure variations. Data rates of up to 40 bits per second are
possible but this diminishes with distance and can drop
to as little as 1.5 bits per second at a well bore length of
12,200 metres.
Electromagnetic telemetry involves sending either a
magnetic or electrical pulse from the drilling tool which
is detected on the surface. The data rate is higher than for
mud pulse telemetry but it does have depth limitations
and a signal may be undetectable at depths beyond 1000
metres or in certain rock formations.
High speed data transmission can be effected by using
wired drill pipe. Connections are made between different
sections of pipe via electromagnetic induction through an
inductive loop. Very high data rates of up to 1 Mbit per
second or more are possible. In addition, it enables a local
area network to be established with the ability to make
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various instrument and tools on the drill string individually addressable.
The technology was first deployed in 2006 and is known
by the trade name of IntelliPipe for the physical pipe and
IntelliServ for the network architecture.
Utility cabling and pipes
Apart from its use in oil and gas drilling, directional
drilling or more correctly, directional boring (also known as
horizontal directional drilling) is used to install utility cables, conduits and pipelines without having to dig trenches
and with minimal environmental impact. Of course, before
proceeding it is vitally important to do a site survey first
to determine the location of other underground services.
Unlike directional drilling in the oil and gas industry
A look inside an oil well
Here is a fascinating collection of video clips from a camera
sent down various oil wells to look at different problems. Note
that the term “fish” used in the video refers to undesired debris
in the well such as broken pipe.
In these videos the wells have been shut down (sealed off) to
reduce the flow of gas and oil to enable inspection to take place.
“Oil Well Downhole Camera Video (1/2)”
https://youtu.be/ZzDrheWDhGw
“Oil Well Downhole Camera Video (2/2)”
https://youtu.be/5diKdBZ8EOI
July 2016 23
Intellipipe® concept for high speed data transmission. A data connection is made across sections of pipe via electromagnetic
induction across the pipe joint while a cable runs within the section of pipe. The concept also establishes a local area network
within the drillstring enabling individual sensors and tools to be addressed. MWD stands for measurement while drilling.
where the initial direction of the bore is roughly in the
vertical direction, directional boring is closer to horizontal.
A bore hole is initiated at a shallow angle and then steered
into a more horizontal position.
Typically, a tapered cutting bit is used and it provides
the steering mechanism. When a direction change is required the drill string is stopped from rotating and the
taper oriented to move the drill in the direction required.
Then the drill string is thrust forward and rotation of the
drill string begins.
Jetting or a steering process similar to the sliding of
a mud motor can also be used. The choice of a tapered
head, jetting or mud motor depends on the nature of the
subsurface structure.
It is obviously important to know the location of the drill
head and this is done via one of four methods.
In the walk over locating system, a transmitter located
at the bore head electromagnetically transmits data to the
surface concerning angle, rotation and direction data and
this is received by a hand held receiver over the general
vicinity of the bore head. The received data is then used
by the boring machine operator to make any corrections
required.
Magnetic guidance is a method utilising magnetometers
and accelerometers at the drill head to calculate the directional heading and location of the drill head. In some urban
environments there is a lot of magnetic interference and
so an artificial magnetic field is generated at the surface.
A secondary system of location that can be used with
magnetic guidance involves the use of a DC coil placed on
the surface to generate a magnetic field which is sensed at
the drill head. Very high accuracy of location is possible
with this method.
A gyroscope-based system is also available that works
in real time and provides directional data to autonomously
steer the drill head.
Pipes can be installed in a diameter range from 75mm
to 2000mm and multiple smaller pipes or conduits can be
installed at once during the pull back process. Pipes can be
installed using smaller machines at a depth of up to 4.5m
but this is a limitation of the surface tracking system. Larger
machines can install pipes down to about 60m in depth.
The length of pipe that can be installed ranges from around
120m to 4570m (maximum diameter and length figures are
for a HERRENKNECHT HK600T machine).
A video of the directional boring process can be viewed at
https://youtu.be/FQBVTlcl20c “Prime Drilling - Horizontal
directional Drilling explained”.
Conclusion
Directional drilling enables oil and gas to be extracted
from formations which would be unreachable or uneconomic by conventional drilling methods and enables more
energy to be extracted from the earth to feed our energy
hungry civilisation.
Directional boring enables conduits and pipes to be
installed relatively inexpensively without needing to dig
SC
expensive trenches.
A Ditch Witch JT60 directional boring
machine. The drill string is initially
bored into ground at a shallow angle.
In this case the drill string can be
seen coming out to the left of
the machine. Extra lengths of
drill pipe visible on the
machine are added as the
boring progresses. Such
machines are available in a
wide range of sizes.
24 Silicon Chip
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