Tubing Stress Analysis & Completion Design Using MS Excel
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Tubing Stress Analysis & Completion Design Using MS Excel - PE-TSA-EXCEL-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| PE-TSA-EXCEL-PEA27 | 22 - 26 Feb 2027 | 10 AM CST | 4 Hours Per Day |
Online |
USD |
2500 |
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Tubing Stress Analysis & Completion Design Using MS Excel
Description
Tubing stress analysis decides whether a completion survives its life. Pressure testing, production, injection, stimulation and shut-in each load the string differently, and temperature changes move the tubing and change the forces on the packer. These calculations are well defined, and building them in Excel gives engineers a way to design completions and to check vendor and software results independently.
This course builds them from first principles. It starts with tubular properties, connection ratings and material derating with temperature, then builds pressure and temperature profiles for each operating case. It then implements the four length and force effects, namely piston, ballooning, buckling and thermal, and calculates tubing movement and packer forces for permanent, floating and latched seal arrangements. The course then builds triaxial stress checks against the von Mises envelope, annular pressure build-up calculations, and a load case matrix that runs every case and reports the governing one. It closes with completion design decisions informed by those results.
The four classic effects are simple individually and awkward together. Piston effect comes from pressure acting on cross-sectional area changes; ballooning from internal and external pressure straining the pipe; buckling from compression below the neutral point; and thermal effects from expansion and contraction, which are often the largest of the four. Their combination decides tubing movement, seal stroke requirement and the force applied to the packer.
Load cases are where design either holds or fails. A string that is comfortable during production may be overloaded during a stimulation with cold fluid, or during shut-in when the tubing heats and the pressure rises. The designer's job is to run every credible case, including the unlikely combinations, and check the worst against the ratings with proper design factors.
Building this in Excel produces a tool that shows exactly where the margin is thin. That is far more useful than a pass or fail from a program, because it shows which case governs, which effect dominates and what change would give the most margin. This course builds that tool step by step.
By the end of this training, participants will be able to:
- Calculate tubular properties, ratings and temperature derating.
- Build pressure and temperature profiles for each operating case.
- Calculate piston effect forces and length changes.
- Calculate ballooning and reverse ballooning effects.
- Calculate buckling, neutral point and helical buckling length change.
- Calculate thermal expansion and contraction effects.
- Determine tubing movement and packer forces for different seal arrangements.
- Perform triaxial stress checks against the von Mises envelope.
- Calculate annular pressure build-up and evaluate mitigation.
- Build a load case matrix and identify the governing case for design.
Organisations sending participants to this training will:
- Design completions with verified margin across all load cases.
- Check vendor and software tubing stress results independently.
- Reduce completion failures caused by unanalysed load cases.
- Assess annular pressure build-up risk before it becomes a problem.
- Build in-house completion design capability.
Participants will:
- Understand tubing stress analysis in full detail.
- Be able to build and run a complete load case analysis.
- Be able to identify the governing case and the dominant effect.
- Be able to check and challenge completion designs from others.
- Leave with a working tubing stress analysis workbook.
- Completion engineers
- Production engineers
- Well engineering and drilling engineers
- Well integrity engineers
- Workover and intervention engineers
- Engineers reviewing completion designs
Module 1: Tubular Properties and Ratings
- Sizes, weights, grades and connections
- Burst, collapse and tensile ratings
- Design factors
- Material derating with temperature
- Building a tubular property table
Module 2: Pressure and Temperature Profiles
- Production, injection, shut-in, testing and stimulation cases
- Flowing temperature profiles
- Injection cooling and warm-back
- Building case-specific profiles
Module 3: Piston Effect
- Force balance at area changes
- Seal bore and packer bore effects
- Length change calculation
- Worked examples
Module 4: Ballooning and Reverse Ballooning
- Internal and external pressure effects
- Radial and axial strain
- Length change and force calculation
Module 5: Buckling
- Neutral point determination
- Sinusoidal and helical buckling
- Length change due to buckling
- Buckling in deviated wells
- Mitigation options
Module 6: Thermal Effects
- Average temperature change calculation
- Thermal expansion and contraction
- Combining thermal with other effects
- Dominance of thermal effects in many cases
Module 7: Tubing Movement and Packer Forces
- Free, latched and permanent seal arrangements
- Seal stroke requirement
- Slack-off and pick-up forces
- Packer force calculation
- Selecting a seal arrangement
Module 8: Stress Checks and Annular Pressure
- Axial, radial and hoop stresses
- Triaxial and von Mises checks
- Connection limits
- Annular pressure build-up calculation
- Mitigation evaluation
Module 9: Load Case Matrix and Design Decisions
- Building the load case matrix
- Identifying the governing case
- Sensitivity to tubing size, grade and setting depth
- Design iteration
- Documentation of the completion design basis
Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.
Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.
Frequently Asked Questions
All course bookings made through PEA are strictly non-refundable. By registering for a course, you acknowledge and accept that all fees are payable in full and are not subject to refund under any circumstances, including changes in personal or professional commitments or partial attendance.
PEA reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Comprehensive details of each course — including objectives, target audience, and content — are clearly outlined before enrolment, and it is the responsibility of the delegate to ensure the course's suitability prior to booking.
For any inquiries related to cancellations or bookings, please contact our support team, who will be happy to assist you.