Drilling Safety: Identify and Assess Risks

Learn how to identify and assess the risks of drilling operations so you can put a safety management system in place to help reduce these risks.

What is Drilling Safety?

Drilling safety is a broad term that encompasses a variety of best practices and procedures designed to keep workers safe while operating drilling equipment. Among the many aspects of drilling safety, some of the most important is maintaining adequate training in the use of drilling equipment for all workers, following all safety protocols while operating the equipment, and regularly inspecting it to ensure that it is in good working condition.

Taking these steps will help companies prevent accidents and injuries at work. Drilling safety is crucial to any successful drilling operation, and following best practices and procedures can keep workers safe from harm.

What are Safety Risks Involved in Drilling Operations?

There are several risks associated with oil and gas drilling operations. Most of these risks involve working with heavy machinery that can be dangerous if not operated properly. Some common safety risks include:

Safety Risks Involved in Drilling Operations

Harsh Weather Conditions

A rig’s location and layout may expose it to natural hazards. Offshore, it can be storms and tides with humidity and sun exposure, but onshore, it is extreme heat or cold temperatures. They all can lead to equipment malfunction or the structure’s collapse.

In addition to physical safety, specific risks to certain locations can also affect employees’ mental and emotional well-being. For example, working long shifts in isolation or humid conditions and being exposed to excessive noise or heavy machinery can all lead to decreased attention span and increased accidents.

Fire and Explosions

The oil and gas industry is particularly vulnerable to fires and explosions due to the large quantities of flammable materials. A tiny spark or leak can easily lead to a major disaster.

The risk of explosions and fires increases in enclosed spaces, such as wellheads or tanks containing hydrocarbons. Poor quality equipment, incorrect use of tools, and ill-informed decisions can all lead to a fire or explosion.

Electric Shock

Drilling equipment requires electricity, and electric shock is always a risk. All electrical equipment must be correctly insulated and grounded before being used by workers to reduce the risk of injury.

Other risks include slips and falls, manual handling, hazardous materials, and improper operation of machinery. Following safety protocols and training workers on how to use drilling equipment can prevent these issues.

What are the 7 Steps in Drilling Procedures?

Below are the ten steps commonly used in oil and gas drilling operations:

1. Preparing the Rig Site

Start with laying out traffic plans, noise barriers, and safety procedures that are to be implemented and monitored for compliance with local laws. Once pads and access roads are complete, drilling begins.

2. Drilling

Transport the drill rig to the site and start assembly. After transporting and assembling the drill rig, drilling starts with surface drilling down 100 feet below the aquifer, using a steel casing to prevent pollution. An initial hole is drilled to about 1,000 feet, followed by a horizontal hole extending up to two miles. This method allows access to a larger energy area while minimizing surface disturbance.

By horizontal drilling, drillers can use only one drilling pad for numerous wells, reducing the impact and scope of aboveground land disturbance.

3. Cementing and Testing

After attaining the target distance, extracting the drill pipe, and pushing the steel pipe to the bottom, this “well casing” is cemented. Natural gas and oil production can’t begin until several tests verify that the pipe doesn’t leak.

4. Well Completion

Before drillers can extract oil and natural gas, they must lower a perforating gun into the ground and shoot it at the rock layer in the deepest part of the well. It creates holes that connect the rock holding oil and natural gas with the wellhead.

5. Fracking

After opening the first stage of the well, it’s time to get the oil and gas trapped within the rock by pumping fracking fluid, which is primarily consisting of water and sand with a small percentage of chemicals, is pumped into the perforated holes at high pressure to create cracks in the rock, releasing oil and gas. This process may be repeated 20 to 30 times but typically takes only a few days.

6. Production and Fracking Fluid Recycling

Production begins after fracking. Oil and natural gas come up from the well bore. Fracturing fluid is saved and used again in other fracking operations.

7. Well Abandonment and Land Restoration

Once the well stops producing oil or gas, it must be decommissioned and abandoned. It involves removing all surface infrastructure, such as steel pipes, and restoring the land to its original state. This final step is a crucial part of the entire process, preserving the environment in a healthy, intact condition.

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Safety Precautions During Drilling Operations

In an emergency, Occupational Safety and Health Administration (OSHA) requires that every drilling site have a response plan. The necessary actions will vary depending on the rig’s location and layout. Drilling safety precautions include:

  • Fall Protection – To avoid falling, examine your work surfaces and be aware of uneven terrain or areas with slippery conditions. Utilizing the proper materials for the job at hand can also help reduce the risk of a fall.
  • Adequate Productivity and Safety Tool Boxes – Oil and gas rig workers must have access to a toolbox with the appropriate equipment for repairs, and routine maintenance, which varies depending on the worksite. The types of equipment may include electrical parts, material handling aids, plumbing components, hand tools, and weld gear, among others.
  • Emergency Response Plans – Using the proper equipment and being trained to handle blowouts can mean the difference between life and death and property damage.
  • Detection Sensors – High-tech sensors are vital in detecting fires, smoke, and gas leaks to prevent explosions. Drilling operations must identify these hazards before they become more serious.
  • Safety Lighting and Visible Signage – Due to the dangerous and challenging nature of drilling, lighting is vital for safety. It’s because some structures might need more light for visibility, and open pits are also present. Also, signage reminding workers of dangerous behaviors and access limits must be placed throughout the rig.
  • Machinery Maintenance and Protection – Routine Maintenance, Repair, and Overhaul (MRO) are crucial to machine functionality, but special care must be taken with lockout/tagout procedures and energized or mechanical equipment. Guards, rails, and electrical surge protection prevent accidents, while safety toolboxes provide essential operating instructions.
  • Regular Safety Training – Each drilling crew member must be taught the importance of safety. It includes covering evacuation procedures in a crisis, handling equipment and materials, and proper posture and footing (specifically at height or on slippery surfaces). In addition to helicopter crash survival and firefighting, they should learn to follow instructions and protocols rather than self-regulating safety risks.
  • Adequate PPE in Good Condition PPE, or Personal Protective Equipment, is an essential part of safety in drilling operations. Athletes’ foot cream for the monkey board, heavy-duty boots for slippery ground, hard hats, gloves, and goggles are always required.
  • Housekeeping Common Sense – Using common sense goes a long way in housekeeping at drilling sites, especially when preventing falls from small objects.

FAQs About Drilling Safety

The following PPE is required for all crew members on horizontal directional drilling job sites per OSHA and Vermeer guidelines:

  • Eye protection
  • Hard hats
  • Hearing protection
  • Safety shoes (steel-toe or composite-toe boots)
  • Safety goggles
  • Safety vests when working around roadways
  • Leather gloves when changing out tooling or handling heavy materials

There are three primary types of drilling systems : 

  • Percussion Drilling – Percussion drilling is done by having the drill bit attached to a series of connected pipes, and as it turns, it cuts through rock. Mud is often pumped down the drill pipe to cool the bit and remove cuttings.
  • Rotary Drilling – This hybrid method combines both rotary and percussion techniques. The drill bit rotates while also delivering percussive blows, allowing it to break through tough rock more efficiently.
  • Directional Drilling – This method enables access to oil and gas deposits located horizontally or in complex formations while minimizing surface impact by allowing multiple reservoirs to be reached from a single site.

There are various types of wells that can be drilled, each best suited for a different configuration of hydrocarbons : 

  • Conventional wells
  • Sidetrack wells
  • Horizontal wells
  • Designer wells
  • Multilateral wells
  • Coiled tubing drilling
  • Through tubing rotary drilling

Anticipating problems and taking preventative action is essential to avoid costly delays. Some of the most common issues with drilling include:

  • Pipe sticking
  • Loss of circulation
  • Hole deviation
  • Pipe failures
  • Borehole instability
  • Mud contamination
  • Formation damage
  • Hole cleaning
  • Hydrogen sulfide (H2S)-bearing zones
  • Shallow gas zones
  • Equipment and personnel-related problems
Jairus Andales
Article by

Jairus Andales

SafetyCulture Content Specialist
Jai Andales is a content writer and researcher for SafetyCulture since 2018. As a content specialist, she creates well-researched articles about health and safety topics. She is also passionate about empowering businesses to utilize technology in building a culture of safety and quality.