Environmental Cracking Failure Analysis of Stainless Steel Threaded Joint in Rotary Steerable Tool

Axial cracking in threaded joints of rotary steerable tools is a critical but under-investigated failure mode that can severely disrupt shale gas drilling operations. Understanding its root cause is essential for prevention. This study aims to determine the cause of an axial cracking failure in an S35150 austenitic stainless steel threaded joint from a field operation. A comprehensive analysis was conducted, integrating physicochemical characterization of the failed joint. The stress corrosion behavior of the threaded joint in a simulated corrosive environment was evaluated via four-point bend (FPB) and double cantilever beam (DCB) stress corrosion tests. The results showed that the material exhibited high susceptibility factors: a hardness of 38.5 HRC, a yield-to-tensile ratio near 1, and a P content exceeding the standard. Fracture surface analysis revealed an intergranular morphology with substantial chlorine (0.78%) and sulfur (0.93%) contents, indicative of stress corrosion cracking (SCC). The laboratory tests results demonstrated that the threaded joint had poor crack resistance: the fracture toughness value of the specimen measured by the DCB test was 24.14 MPa·m0.5, and all specimens fractured during the FPB.

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Journal
Processes
Published
2026-02-17
DOI
https://doi.org/10.3390/pr14040684
Primary Topic
Hydrogen embrittlement and corrosion behaviors in metals
Type
article
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article

Environmental Cracking Failure Analysis of Stainless Steel Threaded Joint in Rotary Steerable Tool

Ke Zhang, Jiancheng Luo, Zhengpeng Du, Hualin Zheng et al.
Processes
Hydrogen embrittlement and corrosion behaviors in metals
article

Environmental Cracking Failure Analysis of Stainless Steel Threaded Joint in Rotary Steerable Tool

Ke Zhang, Jiancheng Luo, Zhengpeng Du, Hualin Zheng, Dezhi Zeng, Zhiming Yu, Yuhong Jiang, Wei Liu
article en

Abstract

Axial cracking in threaded joints of rotary steerable tools is a critical but under-investigated failure mode that can severely disrupt shale gas drilling operations. Understanding its root cause is essential for prevention. This study aims to determine the cause of an axial cracking failure in an S35150 austenitic stainless steel threaded joint from a field operation. A comprehensive analysis was conducted, integrating physicochemical characterization of the failed joint. The stress corrosion behavior of the threaded joint in a simulated corrosive environment was evaluated via four-point bend (FPB) and double cantilever beam (DCB) stress corrosion tests. The results showed that the material exhibited high susceptibility factors: a hardness of 38.5 HRC, a yield-to-tensile ratio near 1, and a P content exceeding the standard. Fracture surface analysis revealed an intergranular morphology with substantial chlorine (0.78%) and sulfur (0.93%) contents, indicative of stress corrosion cracking (SCC). The laboratory tests results demonstrated that the threaded joint had poor crack resistance: the fracture toughness value of the specimen measured by the DCB test was 24.14 MPa·m0.5, and all specimens fractured during the FPB.

ProcessesVol. 14(4)
Southwest Petroleum University (CN), State Key Laboratory of Oil and Gas Reservoir Geology and Exploitation (CN), PetroChina Southwest Oil and Gas Field Company (China), China National Petroleum Corporation (China) (CN)
Openalex Percentile: Top 56%
Hydrogen embrittlement and corrosion behaviors in metals
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Environmental Cracking Failure Analysis of Stainless Steel Threaded Joint in Rotary Steerable Tool — Ke Zhang, Jiancheng Luo, et al. · Processes (2026) | TGRS Research Map | TGRS