Directional Drilling: Everything You Ever Wanted To Know

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Jason Lavis
Jason Lavis
Serial Energy Entrepreneur. Webmaster at Founder of Out of the Box Innovations Ltd. Co-Founder of Natural Resource Professionals Ltd. Traveller and Outdoorsman, Husband, Father. Technology/Internet Geek.

What is directional drilling?

Directional drilling is a broad term used to describe any boring that doesn’t go in a straight line vertically down. In fact, even in a vertical well, it might be necessary to deviate to avoid a geological formation or a previous stuck pipe, then return to the original path. In this instance, the driller uses sidetracking techniques.

In conventional drilling for oil and gas, the drill bit, drillstring, pipe and casing all go down in a straight line. If a driller aims away from the 180-degrees down, that’s technically directional drilling. Nowadays, however, it’s more likely that there’ll be a series of one or more carefully planned directional changes along the wellbore.

Directional drilling techniques have been employed for almost 100 years now. Over the past few decades, technological improvements have meant that angles, turns and underground distances covered are amazing feats of engineering.

Techniques such as multilateral, horizontal and extended reach drilling (ERD) are enhanced oil recovery (EOR) methods that can increase the yield of a downhole dramatically. It’s possible for ERD specialists to drill for more than 10 kilometers/6.2 miles. Students of petroleum engineering often get shown illustrations and diagrams that look like tree roots. If we imagine the rig as the trunk of the tree, the directional possibilities of the roots are endless. Even the branches of the roots are comparable to multilateral drilling.

Why is the technique so valuable?

Multiple down holes can be drilled from the same rig, minimising surface disturbance and environmental impact. Also, these boreholes can extend up to a mile down, and for more than five miles at shallower angles. In an oilfield with dispersed deposits, a large radius can be tapped, maximising the expensive asset which is the rig. Rigs and crews have day rates that run into the hundreds of thousands of dollars, one rig working up to five or ten square miles is very cost-effective in comparison to having a dozen or more vertical rigs, which may or may not be tapping into the same accessible reservoir deposits.

Geologists and engineers use terms such as an ‘oil reservoir’ or a ‘hydrocarbon reservoir’ to describe underground pockets of resources. Scientific terms give a label to help everyone understand each other, but Mother Nature has different ideas about the way she organises things.

People who perform well plans such as seismic geologists, geoscientists, exploration engineers and CAD experts join together to give the best idea of where oil and gas deposits may lie. Their estimates are based on different types of surveys, and past experience. What they’re unlikely to do is pinpoint the exact place where they’d access the maximum amount of resources.

When we see reservoirs of water, we can imagine dropping a giant straw into the middle and sucking up the entire lake. The flat surface area of the water and the likelihood of human-made dams and walls might give us a false idea of the topography of an underground reservoir. The bottom of the lake would provide a better insight into the random geometry of the dispersed resource. For example, if your imaginary straw happened to touch a shallow gravel bar in the middle of the lake, you might only extract a small percentage of the water.

On top of this randomness related to upper, lower and outer dimensions, there are plenty of other possibilities:

  • By drilling at an angle, more of the reservoir gets explored, since they tend to form horizontally (between formations) not vertically.
  • The deposit might not resemble a reservoir at all, it might be oil-saturated sand or shale. Directional drilling is especially valuable in shale, where the formation can be explored to follow richer seams.
  • There’s a tough rock such as granite between the surface, and the hydrocarbons.
  • There’s some other reason why the reservoir is inaccessible from above, such as the surface land being a town, mountain, nature reserve or area of special scientific interest (SSI).
  • Rather than the oil and gas settling in a single deposit, it’s in separate distinct pockets, not clearly joined to each other. This can occur where there are multiple bed dips or altitudes.
  • It’s common to find deposits below salt domes or fault planes, where the driller faces increased technical risk. Horizontal drilling can avoid salt domes, and reduce pressure on equipment near fault lines.
  • The reservoir extends down diagonally so that the ‘shallow end’ might yield little, and the ‘deep end’ is hard to drill or find vertically.
  • The reservoir is connected but in a very irregular pattern, such as in a series of bars and deep troughs.
  • It might be possible to create a land rig, then drill horizontally out into the ocean, or under a lake. This would be cheaper and pose fewer risks.

In fact, these ‘irregular’ reservoirs are very common. Now that relatively fewer elephant reservoirs are being discovered, and technology improves, directional drilling becomes more critical each year.

Another use for directional drilling is in the event of an uncontrolled, or ‘wild well’. If you imagine a well that has broken through the blowout preventer and is gushing, how can you cap it?

This depends on the amount of underground pressure. In some instances, a second control well is drilled so that it intercepts the same point where the original wellbore meets the reservoir. Once the new directional well is completed, it can be pumped with kill fluid.

If the well pressure isn’t too severe a relief well can help to release gas so that the original gusher reduces in intensity, allowing it to be controlled. Mud and water are pumped in from a different angle, to get the first well under control and back to proper working order.

How do the engineers know where the end of the drill is?

It’s not possible to see hundreds of metres underground, in fact, the drillers and engineers rely entirely on technology to ‘see’ where they are going. A directional driller has a guide that has been created by the engineers and geologists. Every 10-150 metres, (with 30-40 being typical), survey data is sent back to make sure that the original ‘blue line’ well path is being followed.

Directional drilling software receives input from multiple measurements while drilling (MWD) sensors in the drill bit, and at any branches or junctions. (Other measurement tools include Electromagnetic MWD and Global Positioning Sensors (GPS)). In addition to MWD technology, mud loggers use logging while drilling (LWD) sensors and software. The drill bit has vibration sensors that can detect the type of formation being drilled at any point. Collars can be added along the length of the well, sending back information to the surface regarding torque, weight and bending.

From the surface, electromagnetic sensors can also track the progress of the drill bit. When all of the data from the drill bit, collars, motors and the surface equipment enter the control panel, a complete representation occurs.

As well as being able to know what is going on, even a mile along the drill bore, drilling engineers can make adjustments in real-time that ensure that everything is going to plan. This is especially relevant when unexpected things occur concerning geology or severe equipment stress.

How can the drill make a turn?

If you were to imagine the mechanics of directional drilling without seeing the technology, you might wonder how the drill could suddenly change direction. Since the motor that turns the drill is at the surface, how can the drill string continue to rotate at 360 degrees while going around a corner?

We now have downhole drilling motors, that can drive the drill bit in a completely different direction to the usual 180-degree downhole starting point. Turbodrills and rotary steering drills are employed in directional situations where they’re best suited.

The rotational speed of the drill and the weight and stiffness of the drillstring can also be used to influence direction. One of the original methods was jetting, a high-pressure nozzle shot water or drilling fluid from one edge to the drill bit, creating a weaker side in the formation.

Another traditional method was to use a whipstock. A whipstock is a type of wedge that can redirect the drill. At the desired depth the drill is withdrawn to the surface, a whipstock gets put in place, then the drill goes back down and gets redirected by the whipstock. Next, the drill is brought to the surface again, the whipstock pulled out and then drilling resumes and the bore changes path.

Drill bit sensors can tell the driller about external weight, and rotary speed that can also be used to influence the trajectory. Mud motors can also be used to change direction. With a steerable drill pipe, there’s a bend near the bit. The drillstring stops turning, and then there is plenty of time to use chosen directional techniques to reposition the bit to the desired trajectory. When it starts spinning again, it’ll start going in the direction that it’s now pointing towards. (More about steerable mud motors in the next section).

Equipment used:

Specialised drillbits are used to improve performance and reduce the chance of failure. Schlumberger supply directional PDC drill bits for both push- and point-the-bit rotary steerable systems. Horizontal Technology, Inc. provides ‘Varel High Energy Series bits’ designed for the unique, rigorous conditions of horizontal directional drilling.

Mud Motors. Downhole steerable mud motors get positioned near the drill bit, which has a bend in it. What happens is that at the correct depth the drillstring stops rotating, then drilling fluid is pumped through the mud motor so that the drill bit starts to turn just due to the force of the liquid. This mud pressure pushes the drill bit into a different angle, and also begins to bite into the formation at a different angle to the central well trajectory. Once the sensors verify that the drill bit is pointing in the right direction, the drillstring starts to turn again.

Rotary Steerable Systems (RSS). Directional drilling by using the mud motor means that often the drill pipe needs to be slid forward while the drill is motionless. A rotary steerable system can drill and steer at the same time. This means that previously inaccessible formations can be accessed.

Bottom Hole Assembly (BHA) configurations are often bent in shape so that they can make turns by using physical manipulations. The video further up the page clearly shows the bend in the drill pipe.

Multi-Shot cameras are fitted inside the drillstring. They’re set to take regular pictures on a time-lapse setting. Then these images are sent to the surface control.

Custom whipstocks that work with downhole motors don’t need removing in between drilling. These are a significant advance on the old fashioned ones previously mentioned. More time can be spent drilling, and less time removing the drill bit and conventional whipstock.

Networked or wired pipe. The Intelliserve system from National Oilwell Varco is a broadband networked drilling string system. It can transmit data from the sensors back to the surface.

These are most of the specialist directional equipment used. Plus there is the three-dimensional measuring equipment mentioned previously in this article (MWD, LWD, etc.)

Wellbore stability considerations

Well integrity is perhaps the most crucial aspect of directional drilling. Drilling at deeper, or extended distances, and especially changing direction causes a number of additional engineering challenges and stresses on the equipment.

For example, a downhole drilling motor will always be far smaller and less powerful than one connected to a robust drilling rig above ground. It’s more likely to fail, or have insufficient torque or speed to get through challenging geological formations.

The drillstring itself will be less stressed when going in a straight line, every degree of turn add extra friction and unbalanced pressure. If drillstring integrity isn’t maintained, the drillstring can snap or get jammed. It could mean that a brand new set of equipment is needed, and a new well might need to be drilled again in a slightly different direction.

Maintaining hydraulic pressure, and wellbore cleaning is much more challenging with these types of wells. Modern directional drilling equipment is so advanced, it can cope with high pressure/high-temperature HP/HT conditions, a mile away, after the wellbore has changed direction.

Directional well planning

Computer simulation programmes are used to simulate the well plan. 2D and more recently 3D modelling programmes give the geoscientists and engineers a visualisation of the planned path. This software is created based on previous knowledge, current seismic and magnetic data, supplemented with real-time data from the MWD instruments.

Horizontal Directional Drilling

There are a few different types of directional drilling. Multilateral drilling is where a downhole bore has multiple lateral (90 degrees) offshoots. For example, a well might be 1000 metres in depth but have numerous lateral wells connected to it.  Extended reach drilling (ERD) is categorised by ever longer wellbores drilled from the rig.

Perhaps the most interesting type is horizontal directional drilling because it was the first type, and perhaps the most controversial.

Land tenders offer the right to explore and extract resources from a particular square meterage of land. It’s possible to purchase a lease for an oil patch, then drill horizontally into neighbouring territory. Close to a national border, it’s been known for drillers to drill into another country.

This is different from straightforward situations, where two territories happen to tap into the same reservoir. The industry has guidelines and regulations. Simultaneous operations (SIMOPS) and combined operations (COMOPS) have strict procedures for situations where well interference can occur.

The oil industry is aware of the ability to horizontally tap deposits under other peoples leases, lawsuits related to this started way back in the 1920s.

Figure 4- Example of a Horizontal Wellbore Traversing Mineral Parcels with Different Owners (13985529998) (cropped)

Of course, the majority of horizontal drilling is done for good reason, not to cross borders of ownership or sovereignty. Sometimes horizontal directional drilling is the only possible way to tap a reservoir, such as the case of dilling under a town or nature reserve. Other times it’s a cost-saving exercise, to drill under a salt dome or mountain. Lastly, drilling horizontally can be the best way of maximising extraction by reaching more sections of a reservoir.



  1. It’s amazing that directional drilling can allow you to drill horizontally! I can see how that would be helpful when finding a water source for a well. Maybe I should have that done on my property.

  2. I still don’t understand how is it possible to rotate the whole drillstring while drilling a directional well. It seems to me that it’s impossible to achieve rotation ONLY along the drill string axis as the inclination differs from 0º. Can anyone help me?

    • Rotary steerable told maintain rotation 100% of the time while they drill. They deflect either through a point the bit or push the bit system. Mud mirrors do not generate angle while drilling, other than rotational follow through or formational push. Mud motors generate angle by sliding. The mud motor is driven by the mud flowing through it, which turns the bit. The bend in the mid motor, lack of drill string rotation, and bit spinning, is the process of sliding. You can still turn the drill string to a desired toolface or direction. At lower angles you turn to a polar coordinate or azimuth, running off of magnetic sensors. At angles over 5-10° inclination most MWD tools switch to gravity toolface, which run on accelerometers. The MWD tool is aligned to the top of the bend in the motor, or high side. This is what allows continuously repeatable sliding in a particular direction, which makes it possible to generate a curve and to drill horizontally. Hope that helps.

    • Drill string rotates only so it does not get stuck in the formation and all the rest if the drilling work is done by mud motors they both rotate irrespective to each other motors rotates with the help of mud flowing through them it has rotor and stator assembly and the whole string remain ideal at that time
      Watch tubrodrills and PDM videos for better understand.

  3. Thanks for the interesting article about directional drilling. I didn’t know that a multilateral drilling has a downhole bore that has multiple later offshoots. I’m kind of interested to learn how many offshoots there could be or if it depends on the purpose of the drilling.

    • The number of offshoots will depend on the shape of the reservoir, so that maximum hydrocarbon reserves are reached. A shallow layer of the reservoir would benefit from longer laterals, and a deeper one will benefit from more multilateral drilling. (Gu)Estimates from test drills, Geologists, seismic surveys and so on will give a roadmap that is supplemented by information sent back from the drill head.

  4. Presently there is a drilling rig located on an an adjacent 40 acre tract to my farm. They are drilling beside a salt dome. My property is not included in the lease. How is directional drilling monitored and policed to assure landowners like me that oil and gas is not being extracted underneath our properties!

    • Hi Robert, first of all, I don’t have the expertise or qualifications to give you proper advice on this. I’m happy to respond with a few ‘water cooler’ type comments though. Historically, directional drilling has sometimes lead to oil being deliberately extracted from adjacent leases. Far more common is the situation where different leases sit above the same reservoir. Oil can be drained from neighbouring land simply because of the size and shape of the reservoir. This has even happened close to national borders!

      To answer your question more specifically, there are rules and regulations regarding the drilling and extraction of oil. Applications, permits and licences will show the limits of what will be drilled. For these people to deliberately change the direction of the drill to go under your land, there would need to be quite a few complicit staff. This is unlikely, considering the potential lawsuits. That said if you’re particularly nervous about the possibility you could approach a local lawyer who has experience with oil companies.

      • Jason the oil company will run what’s call a diameter log. This tells them the direction of the sand or shale that are interested in. By measuring the dip in the various formations they know exactly where the zone of interest is. They know the direction and by using other measurements they can give themselves an idea of the size of the reservoir. Remember oil floats on top of water, once they know where the water line is and assume that they find hydrocarbons, we’ll they were the oil is. If you are adjacent to the well you can ask to look at the dip meter log and a geologist and read it for you. Hopefully this helps.

  5. I too am confused on how a straight steel pipe drill string can continually rotate off of 0 axis from ground to end of horizontal hole.

    Does the drill string only rotate while drilling straight down and then these motors work like u joints on a car or like making turns using a u-joint attachment on a ratchet wrench? Isn’t there a decent video showing the transition point from straight down to just starting the bend.


    • Hi Pete, The drillstring isn’t suddenly making a 90-degree turn. Think of very small degree changes over long distances. The video in the post shows a drill head stopping, as fluid is jetted from one side, causing erosion and weakness on one side of the bore, then when the drill gets up to normal speed again, it edges towards the path of least resistance.

  6. That’s cool that they now have computer programs to help plan the direction and shape of wells. I guess that makes sense since we use computers for just about everything! If I were going to have a well drilled on some property, I would definitely feel more comfortable with a professional that has experience and technology combined.

  7. Wow, I never knew that turbo drills and rotary steering drills are employed in directional situations mostly. My uncle just bought some land and is thinking of drilling a water well in it, so we are helping him with information and tips. I need to tell him to contact a professional to see what we can do to make the best decisions for when the drilling begins.

  8. I need to have a well drilled on my property. It’s good to know that directional drilling is an option for this kind of thing! That seems like a good way to ensure that the tunnel finds a water source.

  9. How far can a horizontal drilling reach? And up to what size is the reamer to be used? I have a project which calls for an under the lake bed pipeline to be laid. Maximum distance from the lake shore is approximately 800 meters. Thank you

    • Like the article states, horizontal drilling can reach 10 kilometres or more. This is referring to drilling for oil and gas, not laying pipelines. Are you trying to lay electric cables? A water line? You’d need to contact a specialist drilling contractor for the work you have in mind to find out about reamer sizes and so on.

  10. Hi Jason, can you tell me how deep (td) we can reach before having to kick off, make the turn, and move directionally? I believe the article indicates about a mile or so, but I am not completely clear if this is accurate?


  11. It’s interesting to know that even for supposedly vertical wells, it can be more convenient to change the direction of the drillings in order to avoid potentially problematic obstacles and reroute the water flow accordingly. My husband and I are planning to get a well drilled in our property to serve as a source of irrigation. Maybe we should to a bit of land surveying first so we know what to expect.

  12. It’s interesting to know that cameras will have to be involved in drilling a water well. My uncle is planning to hire drilling services for his rural property soon. Having a reliable source of irrigation amidst the occasional utility interruptions would be quite ideal to make sure that his plants are always hydrated especially during the summer.

  13. Just a question, if you have a fragile sandy hill where there have been landslides in the past and there is still erosion going on, will this type of drilling cause landslides?

  14. how the following factors affecting a proper technique selection to achieve your target:
    Common directional drilling patterns.
    A unique requirement for directional well drilling
    Gyroscopic survey systems
    Advantage and disadvantages of a removable whipstock as a deflection tool
    Factors affect the build rate in a fulcrum assembly.
    Characteristics of turbine used in directional drilling

  15. Hi Jason,
    I am Elena, engineer for PW City of Miami.
    I have to make decision about permitting drilling of R/W for the communication. All seems good. Only on site plan company just put “end” at the end of directional bore. I just realized it got to be question of turning drill to 12 o’clock or coming back ., right? I will appreciate if you can help me, or just tell I am right to ask :”so what are you planning to do at the end?”
    Thank you so much for your time and attention.

    • Hi Elena, At the destination, they would not need to keep drilling in a U-Turn, motors can be reversed and the equipment can come back out of the same existing tunnel/hole. If you trust the contractor, then there is no need to ask – although I’m sure they won’t mind if you phrase it in a curious way.

  16. It’s interesting to know that the horizontal directional boring is still being refined to this day. I’d like to look for such services soon because I’m interested in getting new underground utility lines in my property. I will need to make sure that there wouldn’t be any hard surface that will obstruct the excavation to make things go smoothly.

  17. I didn’t know that directional boring is a term used to describe a boring that doesn’t go in a straight vertical line downwards. I was watching a documentary about oil drilling yesterday and I got intrigued about it. It seems there are quite a few methods and techniques being used by engineers and it is quite interesting.

  18. Directional drilling is quite interesting as it can go in any direction of choice.
    This technique makes drilling easier and it saves time.

  19. Directional drilling truly showcases the ingenuity and innovation in the oil and gas industry. The ability to navigate underground and make calculated deviations for optimal results is impressive. This article provided a great overview of the concept and its significance. Kudos to the engineers and experts pushing the boundaries of drilling techniques!

  20. Thank you for the detailed explanation of directional drilling and the various techniques and equipment used. I’m particularly interested in the use of rotary steerable systems (RSS) for directional drilling. Can you provide more information on how RSS technology has evolved over the years and how it compares to other methods of directional drilling in terms of efficiency, accuracy, and cost-effectiveness?


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