In Situ Stress Paths Applied in Rock Strength Characterisation Result in a More Correct and Sustainable Design

Abstract

Rock strength is an essential parameter in the design of any underground excavation, and it has become even more relevant as the focus increasingly shifts to sustainable excavations. The heterogeneous nature of rock material makes characterising the strength of rocks a difficult and challenging task. The research results presented in this article compare the impact on the strength when the classic stress paths in laboratory experiments are applied versus when in situ stress paths would be applied. In most laboratory experiments, the rock specimens are free of stress at the beginning of the tests, and the load is increased systematically until failure occurs. Opposite paths occur around an underground excavation; that is, the rock is in equilibrium under a triaxial stress state and at least one stress component decreases while another component may increase. Based on discrete element simulations, the research shows that different stress paths result in different failure envelopes. The impact of this finding is evaluated in the application of wellbore stability (e.g., the minimum or maximum mud weight), whereby it is concluded that failure envelopes, based on stress paths closer to the in situ stress paths, result in a more accurate design. Although the most critical location along the circumference is not different, the required density of the mud is significantly different if the rock strength criteria are based on the more realistic in situ stress paths. This means that a change in the way the strength of rocks is characterised improves the sustainable design of all underground excavations.