It was the
last line of defense, the final
barrier between the rushing volcanic
fury of
oil
and gas and one of the worst
environmental disasters in United
States history.
Its
very name — the blind shear ram —
suggested its blunt purpose. When
all else failed, if the crew of the
Deepwater Horizon oil rig lost
control of a well, if a dreaded
blowout came, the blind shear ram’s
two tough blades were poised to
slice through the drill pipe, seal
the well and save the day.
Everything else could go wrong, just
so long as “the pinchers” went
right. All it took was one mighty
stroke.
On
the night of April 20, minutes after
an enormous blowout ripped through
the Deepwater Horizon, the rig’s
desperate crew pinned all hope on
this last line of defense.
But
the line did not hold.
For
days, technicians and engineers
worked furiously to figure out why,
according to interviews and hundreds
of pages of previously unreleased
notes scrawled by industry crisis
managers in the disaster’s immediate
aftermath.
Engineers sent robotic submersibles
5,000 feet deep to prod the blind
shear ram, nestled in the bosom of a
five-story blowout preventer
standing guard over the Macondo
well.
They
were driven on, documents and
interviews reveal, by indications
that the shear ram’s blades had come
within a few maddening inches of
achieving their purpose. Again and
again, they tried to make the blades
close completely, knowing it was
their best chance to end the
nightmare of oil and gas billowing
into the Gulf of Mexico.
“If
that would’ve worked,” a senior oil
industry executive said of the blind
shear ram, “that rig wouldn’t have
burned up and sunk.”
Much
remains unknown about the failure of
this ultimate failsafe device. It
continues to be a focus of
inquiries, and some crucial
questions will not be answerable
until the blowout preventer is
recovered from the sea.
But
from documents and interviews, it is
possible to piece together some of
the decisions and events that came
into play when the Deepwater Horizon
most needed the blind shear ram.
Engineers contended with hydraulic
fluid leaks that may have deprived
the ram of crucial cutting force.
They struggled to comprehend what
was going on in the steel
sarcophagus that encased the shear
ram, as if trying to perform surgery
blindfolded.
They
wondered if the blades had by chance
closed uselessly on one of the
nearly indestructible joints that
connect drilling pipe — a
significant bit of misfortune, given
a decision years before to outfit
the Deepwater Horizon’s blowout
preventer with just one blind shear
ram when other rigs were already
beginning to use two of them to
guard against just this possibility.
But
the questions raised by the failure
of the blind shear ram extend well
beyond the Deepwater Horizon.
An examination
by The New York Times highlights the
chasm between the oil industry’s
assertions about the reliability of
its blowout preventers and a more
complex reality. It reveals that the
federal agency charged with
regulating
offshore
drilling,
the
Minerals
Management Service,
repeatedly declined to act on advice
from its own experts on how it could
minimize the risk of a blind shear
ram failure.
It
also shows that the Obama
administration failed to grapple
with either the well-known
weaknesses of blowout preventers or
the sufficiency of the nation’s
drilling regulations even as it made
plans this spring to expand offshore
oil exploration.
“What happened
to all the stakeholders — Congress,
environmental groups, industry, the
government — all stakeholders
involved were lulled into a sense of
what has turned out to be false
security,”
David J. Hayes,
the deputy interior secretary, said
in an interview.
Even in one significant instance
where the Minerals Management
Service did act, it appears to have
neglected to enforce a rule that
required oil companies to submit
proof that their blind shear rams
would in fact work.
As it
turns out, records and interviews
show, blind shear rams can be
surprisingly vulnerable. There are
many ways for them to fail, some
unavoidable, some exacerbated by the
stunning water depths at which oil
companies have begun to explore.
But
they also can be rendered powerless
by the failure of a single part, a
point underscored in a confidential
report that scrutinized the
reliability of the Deepwater
Horizon’s blowout preventer. The
report, from 2000, concluded that
the greatest vulnerability by far on
the entire blowout preventer was one
of the small shuttle valves leading
to the blind shear ram. If this
valve jammed or leaked, the report
warned, the ram’s blades would not
budge.
This sort of
“single-point failure” figures
prominently in an emerging theory of
what went wrong with the Deepwater
Horizon’s blind shear ram, according
to interviews and documents. Some
evidence suggests that when the crew
activated the blind shear ram, its
blades tried to cut the drill pipe,
but then failed to finish the job
because one or more of its shuttle
valves leaked hydraulic fluid.
These kinds of weaknesses were
understood inside the oil industry,
documents and interviews show. And
given the critical importance of the
blind shear ram, offshore drillers
began adding a layer of redundancy
by equipping their blowout
preventers with two blind shear
rams.
By 2001, when Transocean, now the
world’s largest offshore drilling
contractor, acquired the Deepwater
Horizon, it had already begun
equipping its new rigs with blowout
preventers that could easily
accommodate two blind shear rams.
Today, Transocean says 11 of its 14
rigs in the gulf have two blind
shear rams. The company said the
three rigs that do not were built
before the Deepwater Horizon.
Likewise, every rig currently under
contract with BP, which had been
renting the Deepwater Horizon, comes
with blowout preventers equipped
with two blind shear rams, according
to BP. While no guarantee against
disaster, drilling experts said, two
blind shear rams give an extra
measure of reliability, especially
if one shear ram hits on a joint
connecting two drill pipes.
“It’s kind of like a parachute —
it’s nice to have a backup,” said
Dan Albers, a drilling engineer who
is part of an independent
investigation of the disaster.
But neither Transocean nor BP took
steps to outfit the Deepwater
Horizon’s blowout preventer with two
blind shear rams. In a statement, BP
pointed to the need for the rig to
carry its blowout preventer from
well to well.
BP said space limitations on the
Deepwater Horizon would have
prohibited the company from adding a
second blind shear ram to the
existing configuration on the
blowout preventer. But other experts
told The Times that a second blind
shear ram could have been swapped in
for some other component.
In a statement, Transocean said BP
would have been responsible for
deciding whether the blowout
preventer was equipped with one or
two blind shear rams; BP said both
companies would have been involved.
Whatever the reasoning, the result
was that the Deepwater Horizon was
left with just one blind shear ram
to contain a blowout. And yet, The
Times examination found, government
regulations do not require any
regular checks of several important
elements of blind shear rams.
What’s more, when those elements
were put to the test after the
blowout, some appeared to
malfunction. In addition, interviews
and documents show that after the
crew abandoned the rig, the initial
frantic efforts to find another way
to activate the blind shear ram were
hampered by the lack of submersibles
with sufficient power.
Teams of engineers knew they were up
against the clock. With each passing
hour, more oil and well debris were
rattling up through the blowout
preventer under tremendous force,
almost certainly chewing away at the
blades of the blind shear ram — the
very blades they still hoped and
prayed would come to their rescue.
Vulnerable Devices
Last year, Transocean commissioned a
“strictly confidential” study of the
reliability of blowout preventers
used by deepwater rigs.
Using the world’s most authoritative
database of oil rig accidents, a
Norwegian company, Det Norske
Veritas, focused on some 15,000
wells drilled off North America and
in the North Sea from 1980 to 2006.
It found 11 cases where crews on
deepwater rigs had lost control of
their wells and then activated
blowout preventers to prevent a
spill. In only six of those cases
were the wells brought under
control, leading the researchers to
conclude that in actual practice,
blowout preventers used by deepwater
rigs had a “failure” rate of 45
percent.
For all their confident
pronouncements about blowout
preventers (the “ultimate failsafe
device,” some called it), oil
industry executives had long known
they could be vulnerable and
temperamental.
Rising five or more floors and
weighing hundreds of thousands of
pounds, these devices were daunting
in their scale and complexity. There
were hundreds of ways they could
malfunction or be improperly
maintained, tested and operated. Not
only did they have to withstand
extreme environments, they were
relied upon to tame the ferocious
forces often unleashed when drilling
rigs penetrate reservoirs of highly
compressed oil and gas.
They were also costly to maintain.
An industry study last year
estimated the price of stopping
operations to pull up a blowout
preventer for repairs at $700 per
minute.
Those costs could be enough to draw
the attention of Wall Street. Last
August, during a conference call
with investment analysts, Steven L.
Newman, the chief executive of
Transocean, was asked why his
deepwater fleet had been paid for
fewer days of drilling compared with
earlier in the year.
Mr. Newman said the fleet had
experienced a “handful of B.O.P.
problems.”
But he assured the analysts that the
problems were not systemic. “They
were anomalies,” he said. “I would
just leave it at that.”
A draft of another industry-financed
study this year contended that
companies cut corners on federally
mandated tests of blowout
preventers. A copy obtained by The
Times described a mentality of “I
don’t want to find problems; I want
to do the minimum necessary to
obtain a good test.”
It also included this observation:
“Often there is a great deal of
pressure to run the B.O.P. stack
before it is deemed fit for purpose
by the experts who maintain and test
the equipment.”
When the report was finalized, those
criticisms were omitted, although it
is not clear why.
Last Finger in the Dike
Blowout preventers are designed to
handle a range of well control
problems. They come with several
types of rams, giving rig workers
flexibility if a situation
escalates. But one component in
particular has to work properly: the
blind shear ram, the last finger in
the dike during an uncontrolled
blowout.
The danger is not merely
theoretical.
More than three decades ago, the
failure of a shear ram was partly to
blame for one of the largest oil
spills on record, a blowout at the
Ixtoc 1 well off the Yucatan
Peninsula in Mexico. Descriptions of
the accident at the time detailed
problems both with the shear ram’s
ability to cut through thick pipe
and with a burst line carrying
hydraulic fluids to the blowout
preventer.
In 1990, a blind shear ram could not
snuff out a major blowout on a rig
off Texas. It cut the pipe, but
investigators found that the sealing
mechanism was damaged. And in 1997,
a blind shear ram was unable to
slice through a thick joint
connecting two sections of drill
pipe during a blowout of a deep oil
and gas well off the Louisiana
coast. Even now, despite advances in
technology, it is virtually
impossible for a blind shear ram to
slice through these joints. In an
emergency, there is no time for a
driller to make sure the ram’s
blades are clear of these joints,
which can make up almost 10 percent
of the drill pipe’s length.
The problems highlighted by these
cases were common knowledge in the
drilling industry.
But in two studies, in 2002 and
2004, one of the industry’s premier
authorities on blowout preventers,
West Engineering Services of
Brookshire, Tex., found a more basic
problem: even when everything worked
right, some blind shear rams still
failed to cut pipe.
West’s experts concluded that
calculations used by makers of
blowout preventers overestimated the
cutting ability of blind shear rams,
so-called because they close off
wells like a window blind. Modern
drill pipe is nearly twice as strong
as older pipes of the same size. In
addition, the intense pressure and
frigid temperatures of deep water
make it tougher to shear a pipe.
These and other “additive
pressures,” the researchers found,
can demand hundreds of thousands of
additional pounds of cutting force.
Yet when the team examined the
performance of blind shear rams in
blowout preventers on 14 new rigs,
it found that seven had never been
checked to see if their shear rams
would work in deep water. Of the
remaining seven, only three “were
found able to shear pipe at their
maximum rated water depths.”
“This
grim snapshot,” the researchers
concluded, “illustrates the lack of
preparedness in the industry to
shear and seal a well with the last
line of defense against a blowout.”
Yet as the industry moves into
deeper waters, it is pressing to
reduce government-mandated testing
of blowout preventers. BP and other
oil companies helped finance a study
early this year arguing that blowout
preventer pressure tests conducted
every 14 days should be stretched
out to every 35 days. The industry
estimated the change could save $193
million a year in lost productivity.
The study found that blowout
preventers almost always passed the
required government tests — there
were only 62 failures out of nearly
90,000 tests conducted over several
years — but it also raised questions
about the effectiveness of these
tests.
“It is not possible,” the study
pointed out, “to completely
simulate” the actual conditions of
deepwater wells.
Flawed Oversight
BP is the largest oil producer in
the Gulf of Mexico. It pumped 182
million barrels of crude oil from
the gulf last year, and it is
leading the charge to go deeper.
Last fall, while working on another
BP well, the Deepwater Horizon
drilled a record 35,055 feet.
As with BP, the rig’s owner,
Transocean, was aware of the
vulnerabilities and limitations of
blowout preventers.
But they were not the only ones.
The Minerals Management Service knew
the problems, too. In fact, the
agency helped pay for many of the
studies that warned of their
shortcomings, including those in
2002 and 2004 that raised doubts
about the ability of blind shear
rams to cut pipe under real-world
conditions.
In some cases, the agency did not
act on the recommendations of its
consultants. But in 2003, it adopted
a regulation requiring companies to
submit test data proving that their
blind shear rams could work on the
specific drill pipe used on a well
and under the pressures they would
encounter. Companies had to submit
this information to get drill
permits.
At least, that was the way it was
supposed to work.
Last year, when BP applied for its
permit to drill the Macondo well,
its application was reviewed by
Frank Patton, an engineer in the New
Orleans office of the Minerals
Management Service. With nearly
three decades of experience working
for the agency and the oil industry,
Mr. Patton was fully aware of the
blowout preventer’s importance.
“It is probably the most, in my
estimation, the most important
factor in maintaining safety of the
well and safety of everything
involved, the rig and personnel,” he
testified last month during the
Coast Guard’s inquiry into the
disaster.
Yet Mr. Patton said he approved BP’s
permit without requiring proof that
its blowout preventer could shear
pipe and seal a well 5,000 feet
down. “When I was in training for
this, I was never, as far as I can
recall, ever told to look for this
statement,” he explained.
Mr. Patton said he had approved
hundreds of other well permits in
the gulf without requiring this
proof, and BP likewise contends that
companies have never been asked to
furnish this proof on drilling
applications.
In subsequent testimony, Michael
Saucier, the agency’s regional
supervisor for field operations in
the gulf, insisted that the
regulation was enforced. But asked
if anyone ensures that a blowout
preventer functions properly, Mr.
Saucier replied, “I don’t know if
somebody does or not.”
Capt. Hung M. Nguyen, the
co-chairman of the Coast Guard
inquiry, seemed incredulous at the
agency’s deference to the industry
on the most critical of safety
devices.
“So my understanding,” Captain
Nguyen said, “is that it is designed
to industry standard, manufactured
by industry, installed by industry,
with no government witnessing
oversight of the construction or the
installation. Is that correct?”
“That would be correct,” Mr. Saucier
said.
Adding Protection
As a
consequence of this arrangement, the
agency had little likelihood of
knowing what engineering consultants
had determined in 2000, when they
were asked to assess the specific
vulnerabilities of the Deepwater
Horizon’s blowout preventer. The
consultants, hired by the blowout
preventer’s manufacturer, Cameron,
zeroed in on what they considered
the most serious weakness: the
potential failure of the blind shear
ram to close.
The consultants said the Deepwater
Horizon’s blind shear ram was
vulnerable to “single-point
failure.” In other words, the
breakdown of just one part could
result in a catastrophic failure.
The consultants focused on one of
several T-shaped shuttle valves,
which control the flow of
pressurized hydraulic fluid that
pushes the shear ram’s blades
together.
This particular valve has no backup,
so if it gets stuck or leaks
hydraulic fluid, disaster beckons.
In fact, the consultants concluded
that this one shuttle valve
represented 56 percent of the
blowout preventer’s “failure
likelihood.”
“Care should be taken to ensure the
highest reliability possible from
this valve,” they wrote.
In a written statement, BP said the
consultants’ report was used “to
ensure that critical components and
maintenance activities are clearly
understood so that system
reliability remains high.” The
company said a portion of the
assessment not seen by The Times
found that the blowout preventer’s
overall risk of failure was tiny. It
declined to release that part of the
report.
In the 61 days since the blowout, BP
and Transocean have clashed over who
was responsible for what on the
Deepwater Horizon. In written
responses to questions, BP and
Transocean differed yet again on why
the Deepwater Horizon’s blowout
preventer was not originally
outfitted — or later converted — to
have two blind shear rams.
Transocean said that BP, as the
rig’s operator, would have
determined the blowout preventer’s
configuration. “Operators select
B.O.P. stack configurations based on
their anticipated operating
environments, including water
depths, seismic data, anticipated
well conditions and the like.”
BP, however, said it was a
collaborative decision driven by
“contractor preference and operator
requirements.” The company
emphasized that blowout preventer
reliability did not simply boil down
to the number of blind shear rams.
“These choices are risk assessed to
provide the overall stack and system
reliability to perform in a wide
variety of situations.”
In 2001, just as BP and Transocean
were pressing the Deepwater Horizon
into service, the Minerals
Management Service was being warned
against allowing deepwater rigs to
operate with only one blind shear
ram. The agency had commissioned a
study that documented more than 100
failures during testing of blowout
preventers.
“All subsea B.O.P. stacks used for
deepwater drilling should be
equipped with two blind shear rams,”
said the report, written by the
SINTEF Group, a Scandinavian
research organization that advises
the oil industry and maintains
detailed records on blowouts around
the world.
The agency made no such requirement.
Indeed, it waited until 2003 to
require even one blind shear ram. By
then, the industry had already
started moving to two blind shear
rams — although industry and
government records show that roughly
two-thirds of the rigs in the gulf
today still have only one.
The benefit of two shear rams was
examined last year in a report to
Transocean. It estimated that while
a blowout preventer with a single
blind shear ram was 99 percent
reliable, having two shear rams
increased that reliability to 99.32
percent. Still, the study said,
blowout preventers remain vulnerable
to the same “single-point failures.”
In 2003, BP and Transocean
experienced firsthand the benefits
of redundant blind shear rams. On
May 21 at 4 a.m., the Transocean rig
Discoverer Enterprise, working on a
deepwater BP well, was violently
jolted. The steel riser that
connected the rig to the well had
cracked apart in two places. A BP
executive would later write that if
there had been a blowout, more oil
would have spilled in a week “than
occurred during the whole of the
Exxon’s Valdez oil spill.”
As a
consequence of this arrangement, the
agency had little likelihood of
knowing what engineering consultants
had determined in 2000, when they
were asked to assess the specific
vulnerabilities of the Deepwater
Horizon’s blowout preventer. The
consultants, hired by the blowout
preventer’s manufacturer, Cameron,
zeroed in on what they considered
the most serious weakness: the
potential failure of the blind shear
ram to close.
The consultants said the Deepwater
Horizon’s blind shear ram was
vulnerable to “single-point
failure.” In other words, the
breakdown of just one part could
result in a catastrophic failure.
The consultants focused on one of
several T-shaped shuttle valves,
which control the flow of
pressurized hydraulic fluid that
pushes the shear ram’s blades
together.
This particular valve has no backup,
so if it gets stuck or leaks
hydraulic fluid, disaster beckons.
In fact, the consultants concluded
that this one shuttle valve
represented 56 percent of the
blowout preventer’s “failure
likelihood.”
“Care should be taken to ensure the
highest reliability possible from
this valve,” they wrote.
In a written statement, BP said the
consultants’ report was used “to
ensure that critical components and
maintenance activities are clearly
understood so that system
reliability remains high.” The
company said a portion of the
assessment not seen by The Times
found that the blowout preventer’s
overall risk of failure was tiny. It
declined to release that part of the
report.
In the 61 days since the blowout, BP
and Transocean have clashed over who
was responsible for what on the
Deepwater Horizon. In written
responses to questions, BP and
Transocean differed yet again on why
the Deepwater Horizon’s blowout
preventer was not originally
outfitted — or later converted — to
have two blind shear rams.
Transocean said that BP, as the
rig’s operator, would have
determined the blowout preventer’s
configuration. “Operators select
B.O.P. stack configurations based on
their anticipated operating
environments, including water
depths, seismic data, anticipated
well conditions and the like.”
BP, however, said it was a
collaborative decision driven by
“contractor preference and operator
requirements.” The company
emphasized that blowout preventer
reliability did not simply boil down
to the number of blind shear rams.
“These choices are risk assessed to
provide the overall stack and system
reliability to perform in a wide
variety of situations.”
In 2001, just as BP and Transocean
were pressing the Deepwater Horizon
into service, the Minerals
Management Service was being warned
against allowing deepwater rigs to
operate with only one blind shear
ram. The agency had commissioned a
study that documented more than 100
failures during testing of blowout
preventers.
“All subsea B.O.P. stacks used for
deepwater drilling should be
equipped with two blind shear rams,”
said the report, written by the
SINTEF Group, a Scandinavian
research organization that advises
the oil industry and maintains
detailed records on blowouts around
the world.
The agency made no such requirement.
Indeed, it waited until 2003 to
require even one blind shear ram. By
then, the industry had already
started moving to two blind shear
rams — although industry and
government records show that roughly
two-thirds of the rigs in the gulf
today still have only one.
The benefit of two shear rams was
examined last year in a report to
Transocean. It estimated that while
a blowout preventer with a single
blind shear ram was 99 percent
reliable, having two shear rams
increased that reliability to 99.32
percent. Still, the study said,
blowout preventers remain vulnerable
to the same “single-point failures.”
In 2003, BP and Transocean
experienced firsthand the benefits
of redundant blind shear rams. On
May 21 at 4 a.m., the Transocean rig
Discoverer Enterprise, working on a
deepwater BP well, was violently
jolted. The steel riser that
connected the rig to the well had
cracked apart in two places. A BP
executive would later write that if
there had been a blowout, more oil
would have spilled in a week “than
occurred during the whole of the
Exxon’s Valdez oil spill.”
One
of the blowout preventer’s blind
shear rams was triggered shortly
after the jolt and worked as
expected. But when a robotic
submersible was sent down, it found
the blowout preventer damaged.
Workers then activated the second
blind shear ram, giving an extra
layer of safety.
On the other hand, BP and Transocean
officials could have drawn
reassurance from another close call
that year, this one involving the
Deepwater Horizon itself. On June
30, 2003, while drilling a
25,000-foot-deep well in the gulf,
high winds and strong currents
pushed the rig away from the well
hole. The crew was forced to perform
an emergency disconnect from the
blowout preventer, which triggered
the blind shear ram.
It worked perfectly. Whether it
would have worked as perfectly in an
actual blowout, or with a different
type of drill pipe, was another
matter. The following year, BP opted
to remove a layer of redundancy from
the blowout preventer. It asked
Transocean to replace one of the
blowout preventer’s secondary rams
with a “test ram” — a device that
would save BP money by reducing the
time it took to conduct certain well
tests. In a joint letter, BP and
Transocean executives confirmed that
BP was aware that the change “will
reduce the built-in redundancy” and
raise Transocean’s “risk profile.”
The Deepwater Horizon was scheduled
for a series of extensive
maintenance checks later this year.
The last time it was checked so
thoroughly, records indicate, was in
2005, when significant problems with
the blowout preventer were
uncovered. The control panels on the
rig that operate the blowout
preventer acted strangely, giving
unusual pressure readings and
flashing unexplained alarm signals.
A critical piece of equipment, the
“hot line” that connects the rig to
the blowout preventer, was “leaking
badly,” Transocean maintenance
documents said.
As part of its assessment of the
blowout preventer, Transocean hired
West Engineering, which had a
checklist of more than 250
components and systems to examine.
It did not perform 72 of them,
mostly for a simple reason: at the
time, the Deepwater Horizon was
operating in the Gulf of Mexico, and
the blowout preventer was on the
seafloor and therefore inaccessible.
According to a West Engineering
document, one of those 72 items was
verifying that the blowout preventer
could shear drill pipe and seal off
wells in deepwater. This checkup
appears to be the last time an
independent expert was asked to
perform a comprehensive examination
of the Deepwater Horizon’s blowout
preventer.
The rig’s blowout preventer did get
lots of attention from Transocean’s
maintenance workers. In January, as
the Deepwater Horizon sailed toward
the Macondo well site, technicians
spent 145 hours repairing and
checking the blowout preventer,
records show. And the maintenance
continued, almost daily, as the
drilling began.
A Rich, Difficult Well
The Macondo project yielded a rich
prize: one of the largest finds in
the Gulf of Mexico. But the crew
repeatedly struggled to maintain
control of the well against powerful
“kicks” of surging gas. They
contended with stuck drilling pipes
and broken tools. The job fell weeks
behind schedule, costing BP millions
of dollars in rig rental fees. In
e-mail messages, BP engineers vented
their frustrations, calling it a
“crazy well” and a “nightmare well.”
Yet in April, as BP prepared to seal
the well for later production, the
company took what numerous industry
experts and fellow oil executives
say were highly questionable
shortcuts. These included using a
well design that presented few
barriers to high-pressure gas rising
up; skipping a crucial $128,000 test
of the quality of the cementing; and
failing to install capping devices
at the top of the well that could
also have kept gas from lifting a
critical seal.
Representative Henry A. Waxman,
chairman of the House Energy and
Commerce Committee, asserted last
week that the common thread behind
all of these decisions was that they
saved BP time and money but raised
the risk of catastrophe. “BP has cut
corner after corner to save $1
million here, a few hours or days
there, and now the whole Gulf Coast
is paying the price,” Mr. Waxman
said.
However, as Tony Hayward, BP’s chief
executive, repeatedly told Mr.
Waxman’s committee last Thursday,
many of these decisions were
approved by the Minerals Management
Service.
But
if federal regulators did not see
any problems, some crew members on
the Deepwater Horizon appeared to
believe that BP’s decisions were,
increasing the odds of a
catastrophic blowout that only the
rig’s blind shear ram could stop. In
testimony in the Coast Guard
inquiry, Douglas Brown, the rig’s
chief mechanic, recalled an argument
hours before the explosion between a
BP official and Jimmy Harrell, a
senior Transocean manager.
Mr. Brown recalled Mr. Harrell
walking away, grumbling, “Well, I
guess that’s what we have those
pinchers for.”
Moment of Crisis
Minutes after the blast at 10:20
p.m. on April 20, Chris Pleasant
headed for the bridge. As a subsea
engineer who operated the blowout
preventer, his first thought was to
activate “the pinchers” with the
ship’s emergency disconnect system.
The system is supposed to trigger
the blind shear ram and then free
the rig by disconnecting the riser.
Mr. Pleasant immediately noticed
that something was amiss. An alarm
on the control panel indicated that
“the pressure had dropped” in the
blowout preventer’s hydraulics, he
testified at the Coast Guard
hearing. Without hydraulic pressure,
the blowout preventer, and
especially its blind shear ram,
would be useless.
“I’m E.D.S.-ing,” he told the rig’s
captain, referring to the emergency
system.
The captain told him to hold off and
calm down, he recalled. But Mr.
Pleasant said he disconnected the
system anyway. At first, he said,
all seemed well. A control light
switched from green to red,
indicating that the blind shear ram
had been activated.
But then he checked the panel’s flow
meters, which measure whether
hydraulic fluid is actually flowing
under pressure to the blowout
preventer. The meters showed no
flow, he said. At that moment, he
realized the ship and crew were in
terrible danger.
“I knew it was time to leave.”
Yet even as emergency rescue
operations began under the crippled
Deepwater Horizon, the scramble was
on to activate the blind shear ram
in some other way. The chaos and
confusion of those efforts emerge
from testimony and documents,
including the handwritten crisis
team notes.
It was a race against time. The
destructive force of oil, drilling
mud and well debris blowing through
the guts of the blowout preventer
was sure to rapidly erode the shear
ram’s blades and chew away its
seals, leaving it useless.
Some people thought they had days at
most. One study considered it
“highly unlikely” the blades and
seals could withstand a blowout for
even five minutes.
It would be 27 hours after Mr.
Pleasant abandoned ship before
engineers could make their next
effort to trigger the blind shear
ram, according to BP documents.
Within the first few days, engineers
had already begun to wonder whether
a leak of hydraulic fluid had
crippled the ram. “May have had leak
& have lost pressure,” one entry
reads. Using a robotic submersible
equipped with a hydraulic pump, they
injected seawater into the blind
shear ram, hoping to drive its
pistons and blades closed. But the
pump did not have nearly the needed
strength; it could not pump water
fast enough to budge the blades.
Industry studies had highlighted the
problem of submersibles without
sufficient strength years earlier.
Now, as BP and Transocean officials
searched the globe for more powerful
ones, engineers plotted out a plan
essentially to trick the blind shear
ram into closing.
When the rig’s control panels fail,
two separate backup systems, the
deadman and the autoshear, are
supposed to close the blind shear
ram automatically. The deadman is
designed to close the shear ram if
the electronic and hydraulic lines
connecting the rig to the blowout
preventer are severed.
An underwater robot cut several
lines at 2:45 a.m. on April 22.
Nothing happened.
The situation was rapidly
deteriorating. “2 explosions around
3:30-4:00 this morning & rig listing
at about 35 degrees,” a crisis
manager wrote. “High risk of
sinking.”
The autoshear is designed to trigger
the blind shear ram if a rig drifts
out of position and yanks its riser
loose from the blowout preventer.
But if federal regulators did not
see any problems, some crew members
on the Deepwater Horizon appeared to
believe that BP’s decisions were,
increasing the odds of a
catastrophic blowout that only the
rig’s blind shear ram could stop. In
testimony in the Coast Guard
inquiry, Douglas Brown, the rig’s
chief mechanic, recalled an argument
hours before the explosion between a
BP official and Jimmy Harrell, a
senior Transocean manager.
Mr. Brown recalled Mr. Harrell walking away,
grumbling, “Well, I guess that’s
what we have those pinchers for.”
Moment of Crisis
Minutes after the blast at 10:20
p.m. on April 20, Chris Pleasant
headed for the bridge. As a subsea
engineer who operated the blowout
preventer, his first thought was to
activate “the pinchers” with the
ship’s emergency disconnect system.
The system is supposed to trigger
the blind shear ram and then free
the rig by disconnecting the riser.
Mr. Pleasant immediately noticed
that something was amiss. An alarm
on the control panel indicated that
“the pressure had dropped” in the
blowout preventer’s hydraulics, he
testified at the Coast Guard
hearing. Without hydraulic pressure,
the blowout preventer, and
especially its blind shear ram,
would be useless.
“I’m E.D.S.-ing,” he told the rig’s
captain, referring to the emergency
system.
The captain told him to hold off and
calm down, he recalled. But Mr.
Pleasant said he disconnected the
system anyway. At first, he said,
all seemed well. A control light
switched from green to red,
indicating that the blind shear ram
had been activated.
But then he checked the panel’s flow
meters, which measure whether
hydraulic fluid is actually flowing
under pressure to the blowout
preventer. The meters showed no
flow, he said. At that moment, he
realized the ship and crew were in
terrible danger.
“I knew it was time to leave.”
Yet even as emergency rescue
operations began under the crippled
Deepwater Horizon, the scramble was
on to activate the blind shear ram
in some other way. The chaos and
confusion of those efforts emerge
from testimony and documents,
including the handwritten crisis
team notes.
It was a race against time. The
destructive force of oil, drilling
mud and well debris blowing through
the guts of the blowout preventer
was sure to rapidly erode the shear
ram’s blades and chew away its
seals, leaving it useless.
Some people thought they had days at
most. One study considered it
“highly unlikely” the blades and
seals could withstand a blowout for
even five minutes.
It would be 27 hours after Mr.
Pleasant abandoned ship before
engineers could make their next
effort to trigger the blind shear
ram, according to BP documents.
Within the first few days, engineers
had already begun to wonder whether
a leak of hydraulic fluid had
crippled the ram. “May have had leak
& have lost pressure,” one entry
reads. Using a robotic submersible
equipped with a hydraulic pump, they
injected seawater into the blind
shear ram, hoping to drive its
pistons and blades closed. But the
pump did not have nearly the needed
strength; it could not pump water
fast enough to budge the blades.
Industry studies had highlighted the
problem of submersibles without
sufficient strength years earlier.
Now, as BP and Transocean officials
searched the globe for more powerful
ones, engineers plotted out a plan
essentially to trick the blind shear
ram into closing.
When the rig’s control panels fail,
two separate backup systems, the
deadman and the autoshear, are
supposed to close the blind shear
ram automatically. The deadman is
designed to close the shear ram if
the electronic and hydraulic lines
connecting the rig to the blowout
preventer are severed.
An underwater robot cut several
lines at 2:45 a.m. on April 22.
Nothing happened.
The situation was rapidly
deteriorating. “2 explosions around
3:30-4:00 this morning & rig listing
at about 35 degrees,” a crisis
manager wrote. “High risk of
sinking.”
The autoshear is designed to trigger
the blind shear ram if a rig drifts
out of position and yanks its riser
loose from the blowout preventer.
At 7:30 a.m., a submersible
cut a firing pin on the blowout
preventer, simulating the rig’s
pulling free. This time, the blowout
preventer shuddered, as if
struggling to come back to life.
“L.M.R.P. rocked & settled,” one
note says, referring to the top half
of the blowout preventer. But after
a few moments, as oil continued to
flow, it became clear that this,
too, had failed.
Stunning Discovery
The deadman, the autoshear and the
underwater robots constitute the
critical backup systems that have
given regulators and oil industry
officials great confidence that no
matter what, they could always find
a way to activate their last line of
defense.
This was more an act of faith than a
fully tested proposition.
The Minerals Management Service had
never required any of these backup
systems to be tested despite a
report it commissioned in 2003 that
said these systems “should probably
receive the same attention to verify
functionality” as the rest of the
blowout preventer. The agency had
also declined to take the modest
step of requiring rigs to have these
backup systems in place at all,
though it had sent out a safety
alert encouraging their use.
At a BP complex in Houston after the
Deepwater Horizon’s sinking, in a
room called the hive with video
screens displaying feeds from as
many as a dozen underwater robots,
engineers considered their options.
BP officials theorized — perhaps
based on the lower estimates of
leakage in those first days — that
the blind shear ram might have
crimped, but not quite severed, the
pipe.
The idea provided a comforting
mental picture. Just a few more
inches with the blind shear ram, the
reasoning went, and perhaps it would
snap shut and stanch the spewing
oil.
So six days after the explosion,
they began the fifth effort to close
the blind shear ram. This time they
sent down tanks of pressurized
hydraulic fluid that a submersible
could inject directly into the ram.
Shockingly, the blind shear ram’s
hydraulic system leaked, meaning
pressure could not be maintained on
its shearing blades.
This leak shocked engineers because
the blowout preventer’s hydraulic
system was obsessively checked for
leaks. “We see tests fail because
the hydraulics leaked two drops,”
said Benton Baugh, a leading
authority on blowout preventers.
Indeed, the blind shear ram had been
tested for leaks only hours before
the blowout, and according to
Transocean, no hydraulic leaks had
been detected in the weeks before
the blowout.
The underwater robots tried to find
and fix the leak, but by now, leaks
were springing up on nearly every
component of the blowout preventer.
“Retighten leak,” reads a note from
4 a.m. on April 26. At 4:45: “Retest
& leak still present.” Fifteen
minutes later: “Retighten loose
connection.”
Some of those leaks appeared to be
coming from shuttle valves leading
to the blind shear ram — possibly
the “single-point failure” that had
been identified as the blowout
preventer’s biggest vulnerability
back in 2001. Or the leaks could
have come from shuttle valves that
let hydraulic fluid from the robots
reach the blind shear ram.
The leaks pointed to a gaping hole
in the government’s mandated leak
tests. Those tests do not require
rig operators to look for leaks in
the connection points used by
submersibles to activate a blowout
preventer in an emergency.
Finally, seven long days after the
explosion, operators of the
underwater robots managed to repair
the leak on the blind shear ram and
apply 5,000 pounds per square inch
of hydraulic pressure on its blades.
This was nearly double the pressure
it typically takes to shear pipe.
A BP report tersely described the
results: “No indication of
movement.”
But engineers could not be
absolutely sure. Without any way to
see into the blowout preventer,
engineers had essentially been
operating blind, using the rate of
oil flow, for example, to deduce the
conditions inside.
Help came from Scott Watson,
an expert in gamma ray imaging at
Los Alamos National Laboratory.
Gamma rays, a form of
electromagnetic radiation similar to
X-rays but higher in energy, might
at least penetrate a few inches into
the blowout preventer’s thick steel
walls. Then engineers might be able
to see a device called a wedge lock,
which slides into place behind the
shear ram to hold it closed.
In mid-May, Mr. Watson ventured to
the well site, where robotic
submersibles were sent down to the
seafloor with cobalt 60, a
radioactive isotope that generates
gamma rays. The team from Los Alamos
was able to get a clear view of only
one half of the blind shear ram. But
the images showed one wedge lock
fully engaged, meaning at least one
half of the shear ram had deployed.
“I don’t think anybody who saw the
pictures thought it was ambiguous,”
Mr. Watson said.
It was a crushing moment.
Engineers realized that all their
efforts to revive the blowout
preventer had probably never budged
the critical component at the
machine’s core, the blind shear ram.
They had assumed that at some point
early on, the blades had tried to
close. They had hoped to close them
all the way. But now, the gamma ray
images showed that at least one
blade was fully deployed, and they
had run out of options for forcing
the other one closed. Continuing to
push on the ram’s pistons with more
hydraulic fluid would achieve
nothing.
The last line of defense was a
useless carcass of steel.
False Sense of Security
Barely three weeks before the
Deepwater Horizon disaster,
President Obama announced that he
planned to open vast new tracts of
ocean for oil exploration, including
environmentally sensitive areas that
for decades had been declared off
limits by presidents from both
parties.
Environmental groups were bitterly
disappointed, but Mr. Obama said he
had arrived at his decision after
more than a year of study by his
administration, including a careful
weighing of environmental risks. Yet
the administration’s examination did
not question the oil industry’s
confident assertions about its
drilling technology. The well-known
weaknesses of blowout preventers and
blind shear rams simply did not make
it onto the administration’s radar,
interviews and documents show.
Mr. Hayes, the deputy interior
secretary, said senior officials
were reassured, perhaps wrongly, by
“the NASA kind of fervor” over the
oil industry’s seemingly “terrific
technology.” They took comfort in
what appeared to be a comprehensive
regime of regulations. Most of all,
he said, they were impressed by the
rarity of significant oil spills
even as more of the nation’s
domestic oil supply was being drawn
from ultradeep wells.
“The track record was good,” he
said. “The results were
significant.”
Not even environmental groups
bitterly opposed to expanding
offshore drilling were raising
concerns about the industry’s
technology for preventing deepwater
spills, he added. “We were not being
drawn by anybody to a potential
issue with deepwater drilling or
blowout preventers.”
As for the Minerals Management
Service’s own studies on the
vulnerabilities and failings of
blowout preventers, Mr. Hayes
faulted the agency for not bringing
them to the administration’s
attention. Long before Mr. Obama’s
announcement, Mr. Hayes said,
Interior Secretary Ken Salazar had
asked the agency for a report
describing the potential risks and
benefits of expanding offshore
drilling.
The report, 219 pages long, made no
mention of blind shear rams. It
barely mentioned blowout preventers.
It did, however, assure Mr. Salazar
that safety and engineering
requirements were “extensive” and
that blowouts were “very rare.”
“We did not have red flags about a
problem with the enforcement culture
at M.M.S.,” Mr. Hayes said. “We
certainly have that now.”
After the Deepwater Horizon blowout,
Mr. Obama declared a moratorium on
offshore drilling and ordered Mr.
Salazar to look for ways to improve
safety. Within weeks, Mr. Salazar
came back with a long list of
changes, most of them clearly
responsive to weaknesses that
industry and government studies had
identified years before.
Mr. Salazar recommended, for
example, that all blowout preventers
be equipped with two blind shear
rams — a step suggested to the
Minerals Management Service in 2001.
He recommended new rules to make
sure rigs were equipped with the
right kind of underwater robots and
had emergency backup systems to
activate blowout preventers — a step
suggested to the Minerals Management
Service in 2003.
He also urged a break from the
agency’s tradition of taking the
drilling industry’s word. From now
on, he said, government inspectors
should witness actual testing on
blowout preventers. Rig operators,
he said, should have to pay an
independent expert to verify that
their blowout preventers were
properly designed and had not been
compromised by modifications.
But Mr. Salazar stopped short of
what Mr. Hayward, the BP chief
executive, said was called for in
the aftermath of the Deepwater
Horizon disaster. “We need a
fundamental redesign of the blowout
preventer,” Mr. Hayward testified
last Thursday.
Still, J. Ford Brett, a drilling
expert who contributed to Mr.
Salazar’s list of suggestions,
cautioned that blowout preventers,
whatever their design, “will not
save you in every situation.”
Mr. Salazar has yet to offer ideas
for what to do if another blowout
preventer fails thousands of feet
beneath the
sea. In the absence of a Plan B, he
ordered his department to come up
with new “deepwater well control
procedures” in the next four months.
Already, though, pressure is
building on the administration to
let offshore drilling operations
resume. Last month, Mr. Obama lifted
the moratorium on drilling in
shallow waters. But along the Gulf
Coast, where drilling operations are
responsible for an estimated 150,000
jobs, politicians are clamoring for
an end to the deepwater moratorium,
too.
In Senate testimony on June 9, Mr.
Salazar made clear that Mr. Obama
had no intention of pulling back
permanently from deepwater drilling
off the United States coast.
“It was the president’s directive
that we press the pause button,” Mr.
Salazar said. “It’s important for
all of you on this committee to know
that word — it’s the pause button.
It’s not the stop button.”