UBD/MPD FLOW MODELLING
What is Underbalanced Drilling?
The International Association of Drilling Contractors
defines Underbalanced Drilling (UBD) as, "a drilling activity employing
appropriate equipment and controls where the pressure exerted in the
wellbore is intentionally less than the fluid pressure in any part of
the exposed formation." To achieve an underbalanced condition, a
gas-liquid mixture is often used in place of conventional drilling
mud. The result is that multiphase flow can be present in every
aspect of a UBD operation. This presented new challenges for
drilling engineers who had historically dealt strictly with
conventional drilling mud (i.e. an effectively incompressible,
single-phase fluid) for which the hydraulics focused on mud weight and
the corresponding hydrostatic head. In UBD they were dealing with
complex behaviour associated with mixtures of gases and liquids (both
drilling fluids and produced fluids).
The early 1990s saw a dramatic growth in UBD as it became
popular for drilling horizontal wells. Maintaining an
underbalanced state allows reservoir fluids to enter the wellbore while
drilling operations proceed, thus preventing flow of drilling fluids
(and associated solids) into the formation, thereby minimizing or even
eliminating formation damage. This is of particular importance in
the drilling of horizontal wells as the formation is exposed to the
drilling fluids for an extended period of time. Although the
initial goal of such UBD operations was to reduce formation damage, it
was soon realized that UBD techniques could also lead to improved
recovery, reduced requirement for stimulation, and early
production. As a result of this focus on maximizing hydrocarbon
recovery, the application of UBD expanded into a variety of new areas
and the new technologies required to support this growth were
developed.
How did WELLFLO become the industry standard in UBD flow
modelling?
With the growth in the application of UBD came the
recognition that in order to apply these new drilling methods safely
and effectively, detailed engineering was required. One aspect of
this detailed engineering involves the use of multiphase flow
modelling software to analyze the behaviour of the gas-liquid mixtures
commonly used as drilling fluids for UBD. In the early 1990s,
Neotec was approached by several engineers working in UBD. They
were aware of our reputation for modelling the production of gas-liquid
mixtures and hoped that we would be able to adapt that expertise to a
new application. Since that time, Neotec has been continuously
involved in providing drilling engineers with an effective tool for
modelling the drilling of wells in an underbalanced state. In
1995, Butler and Gregory published one of the earliest papers on the
subject. As a result of this ongoing effort, Neotec's
steady-state thermo-hydraulic model, WELLFLO, has
become the industry standard in UBD flow modelling.
An obvious example of the cooperative development work
between Neotec and the drilling community is the UBD operating envelope
shown below. When initially created by innovative UBD engineers
working with WELLFLO, an operating envelope for
underbalanced drilling took these experts more than a week to create –
running individual cases and manually manipulating the results in
spreadsheets. Once Neotec
was aware of the need for these plots and had seen the
value associated with them, the ability to create them was added as a
special feature in WELLFLO. As a result, UBD
operating envelopes can now be created in a fraction of the time that
was originally required.

The development of such tools has progressed to the point
that Mykytiw et. al. have stated that, "UBD operations are synonymous
with multiphase flow modelling." These same authors go on to say
that "Multiphase flow simulation is an integral element in the
preliminary engineering, circulating system design, well
controllability analysis and equipment selection process for any
underbalanced drilling operation." Their paper offers a very
practical insight into the range of applications that are addressed
with flow modelling during the creation of an underbalanced drilling
program.
The significance of Neotec's contribution to the
literature on the subject of multiphase flow modelling for UBD was
acknowledged with the inclusion of a paper by Smith, Gregory, and Brand
(Application of Multiphase Flow Methods to Underbalanced Drilling
Pilot Test Data) in SPE's Underbalanced Operations Reprint No.
54, a collection of papers that "focuses on the best practices
across the spectrum of the technology." This paper reports
agreement between the measured and predicted pressure losses with an
error of less than 6.5% when using Neotec's recommended procedures for
drilling applications. This average accuracy was achieved for
the 51 sets of measured data that were collected during field tests
conducted by Mobil Oil Indonesia.
What is Managed Pressure Drilling?
The recognition of the benefit of UBD in terms of reduced
formation damage, particularly in horizontal wells led to a boom in the
application of UBD. The successes in the development and
application of underbalanced drilling technology led to the application
of these technologies in areas where mitigation of formation damage was
not the primary focus and where operation in underbalanced conditions
was not necessarily required. The growing application of UBD
technologies in operations that would not be, by definition,
underbalanced (i.e. near- and overbalanced) has ultimately led to the
adoption of the new term, Managed Pressure Drilling (MPD).
The IADC defines MPD as "an adaptive drilling process
used to precisely control the annular pressure profile throughout the
wellbore. The objectives are to ascertain the downhole pressure
environment limits and to manage the annular hydraulic pressure profile
accordingly."
The benefits of UBD have often been generally defined in
terms of three key points: maximizing hydrocarbon recovery, elimination
of drilling problems, and early development of reservoir data.
UBD and MPD are often distinguished in terms of these benefits.
UBD is reservoir-focused; driven by the prevention of formation damage
and the acquisition of reservoir data. The maintenance of an
underbalanced state is by definition a requirement of UBD. MPD is
drilling-focused; targeting the elimination of problems such as lost
circulation and differential sticking. Thus, MPD does not require
the maintenance of an underbalanced pressure; instead it focuses on
controlling the annular pressure profile.
IADC appended several interesting technical notes to the
definition of MPD referenced above. One of these states that "MPD
may include control of back pressure, fluid density, fluid rheology,
annular fluid level, circulating friction, and hole geometry, or
combinations thereof." This note highlights the fact that flow
modelling, such a key element in the planning and implementation of UBD
projects, is also a necessary element of these same processes for MPD
projects. Neotec continues to add both features and technologies
to WELLFLO that improve and expand its effectiveness
for use on both UBD and MPD projects. The MPD Operating Window (shown
below) and advanced features for handling the conventional drilling mud
often used in MPD were added to WELLFLO 7.3.

Neotec's efforts in the area of flow modelling for UBD and
MPD have not been without challenges. Certainly the greatest of
these challenges has been learning to understand the language that is
used by drilling engineers (for example, equivalent circulating density
in place of flowing bottomhole pressure) and the ways in which they
apply the flow modelling results.
Neotec President Steve Smith often recalls an incident
from the early days of Neotec's involvement in UBD. "I was in a
client's office and was asked if it was possible to plot bottomhole
pressure vs. wellhead pressure using WELLFLO.
Without the first clue as to why anyone would want to do this, I
confirmed that it was possible and showed the user how to do so.
It was only later that I came to understand the importance of such a
plot in recognizing the well control characteristics associated with a
drilling operation."

Neotec has been very fortunate that, for more than 15
years, we have been involved with many of the pioneering individuals
and companies involved in the evolution of UBD and MPD
technology. It has been our pleasure to deal with companies
involved in all aspects of the drilling process including operators
(including Shell, BP, ConocoPhillips, Total, and Saudi Aramco),
engineering firms (including Blade, Flow Drilling Engineering, and
Leading Edge Advantage), and service companies (including Weatherford,
Halliburton, and Schlumberger). The list of individuals that we
have had the pleasure of dealing with is far too lengthy to include
here, but we must acknowledge a few individuals. Special thanks
are due to Bob Teichrob and Stu Butler who first introduced us to UBD
while they were working with Husky in Western Canada. Additional
thanks go out to Pat Brand and Phil Frink who used WELLFLO
on the Arun project undertaken by Mobil Oil and as a result,
introduced us to the international drilling community.
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