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47 T u b u la r U p d a t e T u b u la r U p d a t e Expandable-Tubular Solutions 47 Expandable-Tubular Solutions A method has been developed to expand the diameter of solid tubulars downhole. This technology provides cost-effective solutions to several tubular problems that have presented obstacles to comprehensive reservoir exploitation. Operators can use smaller holes to drill deeper vertical wells or to extend the reach of deviat- ed wells to access untapped reser- voirs. In older fields, existing well- bores can be repaired with expanded tubulars or their tubular strength and integrity can be increased. Introduction Expandable-tubular technology is, in its simplest form, cold working steel downhole. A mandrel or pig is used to mechanically deform the pipe perma- nently. The pig is propelled by pres- sure drop across the pig or by a direct force. Expansions greater than 25% of pipe diameter can be accomplished, but most applications require less than 25% expansion. Multiple applications exist for this technology, but three initial applica- tions have been identified. An expand- able-openhole-drilling-liner system is used to solve lost-circulation problems and to seal off trouble zones, such as shallow water flows and subsalt rubble zones. The expandable cased-hole liner system is used to repair long cor- roded casing intervals or to seal off perforations. The expandable liner- hanger system currently under devel- opment uses expandable tubulars to create a leakfree liner hanger. Expandable-Tubular Technology Solutions offered by expandable-tubu- lar technology are based on analytical modeling, laboratory tests, and large- scale field tests with modified flush connections and new mandrel (pig) designs. Extensive numerical model- ing has been performed by use of commercial finite-element codes. System Testing. All final designs were tested in a three-part series of expan- sion tests. Samples from each expan- sion test were subjected to a series of mechanical tests. Laboratory Tests. Laboratory test- ing consisted of mechanically pressing the mandrel or pig into each tubular with a hydraulic press. Solid tubulars that are regularly expanded are tested for both mechanical and hydraulic- pressure integrity. Other tests deter- mine sulfide stress cracking and hoop-stress resilience. Surface Expansion. After satisfacto- ry laboratory testing, large-scale sur- face expansions are performed. Hydraulic-pump pressure is used to propel the expansion mandrel through the tubular. Expansion is accomplished by the mechanical force the mandrel exerts on the tubular when the hydraulic pressure is applied. Pressure required to initiate expansion ranges from approximately 1,900 psi for 133/8-in. casing to 5,700 psi for 31/2-in. coiled tubing. Test-Well Environment. Once suffi- cient data have been collected from surface expansions, the expandable system is tested in a test-well environ- ment. After the entire system is fully expanded, the entire expanded instal- lation is retrieved from the test well, dissected, and final tests are per- formed to ensure field performance. Mechanical Properties. Knowledge of post-expansion mechanical proper- ties is imperative for accurate service rating. Post-expansion strength, duc- tility, impact toughness, collapse, and burst have been studied for selected pipe sizes and compared with those of nonexpanded pipe. Table 2 in the full- length paper summarizes results of mechanical-property tests for 51/2-in., 17-lbm/ft L-80 casing. The table shows that the expansion process does affect mechanical properties of the material. Ultimate tensile strength tends to increase and elon- gation tends to decrease after expan- sion. Though hardness and tensile properties of the L-80 casing tested were altered by expansion, the casing still met American Petroleum Inst. requirements. Similar results were obtained with grade K-55 casing. Expansion decreases collapse rating of tubular goods, probably the result of the Bauschinger effect. The Bauschinger phenomenon occurs when plastic flow in one direction (expansion) lowers the applied stress at which plastic flow begins in the reverse direction (collapse). Test data for the L-80 casing indicate that col- lapse resistance should decrease by approximately 30% as a result of the expansion process. Studies have shown that a significant portion of ini- tial collapse resistance of the material can be recovered through a special process currently under development. The expansion process appears to have no detrimental effects on burst strength. Expanded L-80 casing burst pressure meets or exceeds general-for- mula expectations, and the fracture surface of all samples tested has shown ductile fracture behavior. Technology Applications Expandable Openhole Drilling Liner. The expandable-openhole-drilling- liner system provides effective, cost- saving solutions for many openhole operations. Increased casing length with negligible reduction in diameter can be useful in operations where very large casing programs in the upper hole section are cost prohibitive. This system allows operators to extend conventional casing programs in exploratory wells to reach promising zones that are deeper than expected. Once expanded inside existing casing, the expandable tubulars allow the operator to drill to deeper zones. Liner diameter at total depth is larger than normally possible with a conven- tional casing program and allows con- This article is a synopsis of paper SPE 56500, “Expandable-Tubular Solutions,” by Andrei Filippov and Robert Mack, Shell; Lance Cook, Patrick York, SPE, and Lev Ring, SPE, Enventure Global Technology; and Terry McCoy, Halliburton Energy Services, originally presented at the 1999 SPE Annual Technical Conference and Exhibition, New Orleans, 3–6 October. MAY 2000 48 MAY 2000 T u b u la r U p d a t e T u b u la r U p d a t e 48 version of an exploratory well to a production well. The expandable-openhole-drilling- liner system can be used in lost-cir- culation or shallow water-flow zones in deepwater and subsalt environ- ments. In older fields un- dergoing redevelopment, the expandable openhole drilling liner can aid in reaching deeper reserves and can isolate water zones that have penetrated hori- zontal re-entry wells. Running Sequence. Once the hole section is drilled, the expandable drilling liner is run into the hole and set in the slips. One or two elastomer-coated pipe joints that will serve as the liner hanger and liner-top seal are made up to the top of the expandable openhole drilling liner. The pig launcher is located at the bottom of the system. Because the pig launcher has a thinner wall than the expandable tubular, it can be tripped into the hole through the previous cas- ing string. The drillstring or work string is run and latches on top of the pig. After the string is run, an inner-string cement job is performed with a special cement slurry. A latch- ing dart that seals off the float equip- ment and creates a pressure chamber follows the tail end of the cement job. The surface pumping unit increases hydraulic pressure through the work string and pig into the pressure-cham- ber area. When the pressure inside the pressure chamber exceeds the pressure required to develop sufficient mechan- ical force across the pig/expandable- casing interface, the casing begins to extrude over the pig. The work string and pig are pumped out of the hole as the pipe is extruded over the pig. When the expansion process enters the previous casing string, the elas- tomer clads the two pipes together. The elastomer closes the voids caused by ovality problems or drilling wear and improves mechanical and hydraulic integrity. This seal typically forms a mechanical connection with a 225,000-lbf/ft pullout strength. Expandable Cased-Hole Liner. The expandable-cased-hole-liner system is used to repair existing damaged or worn casing. The system makes it possible to upgrade exploration- grade casing toa sturdier production casing with minimal casing-inner- diameter (ID) reduction or seal off perforations for recompletion or deeper drilling. Running Sequence. The running sequence for expandable-cased-hole- liner systems is similar to the running sequence for the expandable-open- hole-liner system. First, the wellbore that is to be lined is cleaned and its condition and ID are evaluated. This system also is expanded from the bottom up. Fig. 1 shows the expand- able-cased-hole-liner-system running sequence. An elastomer coating cov- ers the entire interval being lined to enhance the hydraulic integrity of the liner. This elastomer fills the voids between the perfectly circular expand- ed pipe and the existing pipe, which usually is not perfectly circular. Mechanical pullout strength is reduced from 225,000 lbf/ft with the elastomer to approximately 13,000 lbf/ft without it. Expandable Liner Hanger. The expandable-liner-hanger system pro- vides a simpler, cost-effective alternative to conventional liner hangers and liner- top packers. This system combines the functional requirements of a liner hang- er and liner-top seal while minimizing the need for liner-top squeezes. Systems Description Expandable-tubular technology must be considered as a total system. Some expandable-tubular-sys- tem components are the mandrel or pig assembly, shoe joint, expandable tubulars, expandable connections, expandable components of the work string, and elastomer. Also included in these systems are the pig-lubri- cation system, zonal-iso- lation system, and equip- ment to evaluate the expanded-casing integri- ty. Each expandable product has been devel- oped as a system rather than an individual com- ponent such as a piece of casing that can be expanded or a mandrel that can increase pipe diameter. Each system includes the required application-specific hard- ware, accessories, ser- vices necessary to install the hardware, and an expert team. Specifications. Expandable-product sizes range from 31/2×5-in. [meaning that a 31/2-in.-outer diameter (OD) tubular is expanded and sealed inside a 5-in.-OD tubular] to a 133/8×16-in. system. The greatest length expanded downhole has been 1,000 ft, but tests indicate that 2,000- to 5,000-ft expansion lengths should be possible. Conclusions 1. Expandable openhole drilling lin- ers can reduce costs and allow access to reservoirs that previously could not be reached economically. 2. Expandable cased-hole liners can maintain profitable production from older fields by remediating wells with- out using new production liners that significantly reduce cross-sectional flow areas and production. Please read the full-length paper for additional detail, illustrations, and ref- erences. The paper from which the synopsis has been taken has not been peer reviewed. JPTJPT Fig. 1—Expandable-cased-hole-liner-system running sequence.