How to Identify and Assess Risks for Drilling Safety

What is Drilling Safety?

Drilling safety is a broad term defining a set of protocols, equipment standards, and training practices designed to keep workers safe while operating drilling equipment. These measures are particularly important in high-risk sectors like oil and gas, construction, and mining. It mainly involves identifying potential hazards such as rotating machinery, high-pressure systems, falling objects, and exposure to noise or harmful substances, and taking steps to control or eliminate these risks.

Importance

Drilling safety is crucial in high-risk operations like oil and gas extraction, mining, and construction because it directly safeguards human lives against hazards. According to the CDC, drill rigs and other similar equipment pose a risk for hazards such as falls, caught-in or -between, and struck-by incidents. These can lead to severe injuries and ergonomic issues that could cause long-term effects like chronic discomfort and musculoskeletal disorders.

Moreover, enforcing proper drilling safety measures prevents catastrophic environmental hazards from spills or leaks. This ensures sustainable operations and regulatory compliance that help companies avoid hefty fines and legal repercussions. Doing so can also minimize costly downtime, preserve expensive equipment through proactive maintenance, and foster a culture of efficiency that boosts overall productivity in a demanding environment.

What are the Safety Risks Involved in Drilling Operations?

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

Harsh weather conditions

A rig’s location and layout may expose it to natural hazards. Offshore, there can be storms and tides with humidity and sun exposure; onshore, there are extreme heat or cold temperatures. These conditions can cause equipment to malfunction and risk the well-being of workers handling them.

In addition to physical safety, specific risks associated with certain locations can also affect employees’ mental and emotional well-being. For example, working long shifts in isolation or humid conditions while 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. Poor quality equipment, incorrect use of tools, and ill-informed decisions can all lead to a fire or explosion. Moreover, the risk of explosions and fires increases in enclosed spaces, wellheads, or tanks containing hydrocarbons.

Electric shock

Drilling equipment requires electricity, which means electric hazards are always a risk. All electrical equipment must be correctly insulated and grounded before being used by workers to reduce the risk of injury. Workers may be required to wear insulated or non-conductive personal protective equipment (PPE) to further protect themselves from shock or electrocution.

What are the 7 Steps in Drilling Procedures?

To better understand and prepare for drilling safety, it is crucial to know the steps involved in the drilling procedures. Below are the seven steps commonly used in oil and gas drilling operations:

1. Preparing the rig site

Any drilling project typically starts 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 can begin.

2. Drilling

After transporting and assembling the drill rig, the process 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, a “well casing” is cemented. Natural gas and oil production can’t begin until several tests verify that the pipe doesn’t leak. Using digital tools like checklists can help make it easier to record the verification of pipeline inspections and ensure compliance with safety standards.

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, oil and gas trapped in the rock are released by pumping fracking fluid, which consists of water and sand with a small percentage of chemicals, into the perforated holes at high pressure to create cracks in the rock. This process may be repeated 20 to 30 times, but it typically takes only a few days.

6. Production and fracking fluid recycling

Production begins after fracking. Oil and natural gas come up from the wellbore. 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 and ensuring safety for workers involved.

Safety Precautions During Drilling Operations

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

• Fall Protection: To avoid fall injuries, 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 welding 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 and proper signages are vital for safety. Some structures might need more light for visibility and open pits are also present, which is why it’s important to have the right signs and light to ensure workers know where they are.

• 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).