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Borehole breakout initiation, progression, and stabilization are modeled using a semi-analytical method based on Melentiev’s graphical conformal mapping procedure, and Kolosov–Muskhelishvili complex stress potentials. The only input data required are the elastic moduli of the rock, the Coulomb strength parameters (cohesion and angle of internal friction), and the far-field stresses. The stresses around the borehole wall are computed, the region in which the rock has failed is then “removed”, creating a new borehole shape. This process is iterated until a shape is obtained for which the breakout will progress no further, and a stable state has been reached. This modeling shows that stresses around the flank of the breakout evolve so as to reduce the propensity for shear failure, which helps to explain why the breakout width remains relatively constant throughout the process, even as the breakout region deepens radially. The failed area around the borehole becomes smaller and more localized, as the breakout tip sharpens and deepens. Using the Mogi–Coulomb failure criterion, a good match is obtained between the modeled breakout geometry and the geometry observed by Herrick and Haimson in laboratory experiments on an Alabama limestone. The new method leads to a correlation between breakout geometry, rock strength properties, and in situ stress. The paper ends with a critical discussion of the possibility of inferring the in situ stress state from observed breakout geometries.

This paper presents a unified approach through which the influence of the elastic and strength anisotropy on wellbore instability can be thoroughly examined. The stresses at the wellbore wall are first calculated using the Lekhnitskii-Amadei solution, which accounts for elastic anisotropy. Then, shear failure is treated by combining the Mogi-Coulomb criterion for intact rock, with the Jaeger plane of weakness concept. The developed model accounts for all three principal stresses in predicting the onset of shear failure. The results of the specific case investigated show that rock elastic anisotropy induce higher stress concentrations. The difference, compared with the stresses found using the isotropic elastic model, could reach as high as 25% for the highest degree of anisotropy that might be expected for rocks of practical interest. The strengthening effect of the intermediate stress, as reflected in the Mogi-Coulomb criterion, reduces the required mud weight density by approximately 1.0 pounds-per-gallon (ppg). Furthermore, it is demonstrated that the risk posed by bedding slippage, for a wellbore with an inclination between 15° and 50° from the vertical, is masked when an isotropic elastic stress model is used. In contrast, the fully anisotropic model shows that an extra mud weight of approximately 4.5 ppg would be required, in order to avoid bedding plane slippage for the case under investigation. Although these results apply for a particular choice of strength properties and elastic properties, they give an indication of the implications of fully accounting for anisotropy and the effect of the intermediate stress when doing borehole stability analysis.