Posted 02.28.17

The Best Bits for Shale

Mighty shale. Though this fine-grained sedimentary rock runs on the soft side of earthen material, it can present drilling challenges when you use the wrong tool. Some drillers try to cut corners and use inappropriate HDD tools for the material they’re in which can result in slow going or broken equipment. Our decades of experience developing HDD tooling solutions for drillers in every condition has shown us how shale responds to various equipment and which tools produce the fastest and most accurate drilling results.

First, a little background on how shale is formed and its unique characteristics. Shale originates as sandy sediment that settles on the bottom of bodies of water. This silt is compressed over time, eventually creating the sedimentary rock known as shale. Because it was formed by compacted layers, shale fractures and splits apart fairly easily with the application of the right HDD tools. But because shale runs in layers through the earth, the wrong tools can glance off the surface and inhibit your drill from reaching your desired depth.

A duckbill may not be your best choice – if production matters

Just because shale isn’t as tough as solid rock, don’t make the mistake of using a traditional OEM duckbill that comes with your rig. Even if your duckbill has carbide teeth, a duckbill’s tooth tips and overall design are too smooth to deliver the shredding action you need to cleanly cut through the shale surface. You might end up drilling in the same spot or running along the top of the shale layer. Or, you’ll have to back out of the hole and re-drill a new pilot so you can approach the shale at a steeper angle.

Tools with pointed teeth are most powerful

To penetrate the shale at the angle required by horizontal directional drilling, you need HDD tooling solutions designed specifically for success in shale. Your drill bit needs to feature sharp points that have the strength to ram through shale’s tough exterior. Once you punch through the surface, these points fracture the material and crush it into smaller pieces to slurry out. We developed Eagle Claw specifically for shale drilling. The replaceable carbide cutter teeth are designed to penetrate rocky material like shale and can be easily replaced when broken or for use in softer material.

Still too tough? Use a mud motor

Some types of shale are too hard to drill, even if you’re using a specialty shale bit like Eagle Claw. In these cases, it’s best to use tools that are designed for solid rock. Mud motors are expensive and use a ton of fluid, but consider the cost of wearing out drill head after drill head and the work stoppage that results from replacing tools. In these cases, the mud motor is worth the investment. Anther benefit of using a mud motor is in the increased production. A standard bit might still be able to get through harder shales, but it will be slow going. The mud motor will pulverize the shale and drastically increase your footage production. Soon, your mud motor will pay for itself.

Shale tools work well in other conditions so it’s worth it to have a couple in your toolshed. Look for shale tools with interchangeable cutter teeth so you can swap out the ideal teeth for your conditions or replace one if it breaks. Resist the temptation to ramp up the power on your drill rig if you’re having a hard time penetrating shale. A simple upgrade to HDD tools that have been proven to perform best in shale will save you time, headaches, and equipment costs.

Want to talk rock? Call us at (800) 588-7500 or contact your local Melfred Borzall distributor to discuss the ideal HDD tooling solutions for your job.

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