Wellbore stability and failure regions analysis of shale formation accounting for weak bedding planes in ordos basin

Borehole instability problem is one of the key problems in drilling engineering, especially the shale formation with bedding planes and natural fractures, the failure of shale rock could be divided into two parts, shear failure across intact rock matrix and slippage failure in shale bedding, resulting in more serious borehole instability problem during drilling process. In this study, combining with rock strength anisotropy, a method of failure region around wellbore is developed for layered rocks on the basis of isotropic borehole stability model. The effect of shale bedding occurrence on failure region around wellbore, what was hardly conducted by former researchers, is examined systematically. The results show that, polar plot of critical lower mud weight with rock strength anisotropy considered reflects the actual situation of a shale formation; the shale bedding strength, pore pressure and intrinsic cohesion are the three most impact parameters on wellbore stability. Moreover, the maximum failure depth is no longer in the minimum principal stress, but locates in four corners at top and bottom of wellbore, which is induced by slippage failure in laminated formations; the collapse of wellbore will be aggravated due to the overlapping of failure in rock matrix and bedding. This proposed model not only can provide guiding suggestions for well constructions and cementations, but also can be used as an effective complement to provide richer ground stress inversion data.