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To study the effect of vertical stress difference coefficient on fracture characteristics of shale fracturing, high stress true triaxial hydraulic fracturing test was carried out. By analyzing the profile after fracturing, it was found that the area of hydraulic fracture increased with the increase of vertical stress difference coefficient, and the probability of shear fracture will increase when the stress difference coefficient was high. A high vertical stress differential coefficient exerts a strong control over the direction of crack propagation, while a low vertical stress difference coefficient is beneficial to improve the roughness of hydraulic fracture surface and promote the formation of complex fracture network. By analyzing the pump pressure curves of different tests, it was found that with the increase of vertical stress difference coefficient, the formation and expansion of hydraulic fractures were more difficult. The surface characteristics of hydraulic fractures were quantified based on three‐dimensional topography scanning technology, combined with fractal dimension and fracture area calculation method, the results showed that with the increase of vertical stress difference coefficient, the fractal dimension and fracture area decreased. Since shale is stratified, and the transformation of reservoir is mainly reflected in the enhancement of fracture complexity through tensile failure, Xsite discrete grid method was used to study the influence of fracture propagation behavior with different bedding strengths. The results showed that when the bedding tensile strength was high, hydraulic fractures were easy to pass through the bedding, and when the bedding tensile strength was low, hydraulic fractures were easy to be captured by natural fractures. In addition, tensile cracks were easy to form when the tensile strength of bedding was low, shear cracks were easy to form when the strength of bedding was high, and the fracture volume was larger when the strength of bedding was low. This study provides a theoretical basis for hydraulic fracturing in engineering. [ABSTRACT FROM AUTHOR]

The time-dependent characteristics of reservoir performance, where deep shale (vertical depth > 3500 m) interacts with fracturing fluid at high temperature and pressure (HTHP) during or after hydraulic fracturing, are closely related to the optimal design of fracturing in adjacent sections. However, the available information on the effect of hydration under HTHP on shale properties is insufficient, especially since the interaction between fracturing fluid and shales with different mineral compositions has rarely been considered comprehensively. In this study, fluid–shale interactions under HTHP were investigated for typical marine shales with different mineral contents (clay-rich, quartz-rich, and carbonate-rich) collected from the Wufeng–Longmaxi Formation in the southern Sichuan Basin, China. The time-dependent characteristics of the mechanical, brittleness, and fracture behaviors of immersion-treated samples at different soaking times were characterized by triaxial compression tests, and X-ray microcomputed tomography (CT) scans of post-test samples. The results show that the evolution of the mechanical parameters with soaking time is different for the three types of shales. The effect of hydration under HTHP on the strength of clay-rich shale and carbonate-rich shale except for the 15-day soaking case ranges from 39.24% to 54.88% and 24.05% to 33.99%, respectively, while the effect on quartz-rich shale is relatively slight, within 20%. The effect of hydration on the shale brittleness was evaluated based on a three-part energy-based brittleness index, in descending order, clay-rich shale > carbonate-rich shale > quartz-rich shale. The crack initiation and propagation during the deformation and failure of the soaked sample are more likely to extend along the direction of the hydration crack. For cases exhibiting quasi-ductile characteristics, hydration-induced microcracks may extend over almost the entire sample, allowing locally concentrated stresses in the immersed sample to be dispersed into each crack during deformation. The experimental results can provide data support and theoretical guidance for fracturing design in deep shale gas exploration in southern Sichuan. Highlights: The evolution of the mechanical and brittleness parameters of THMC-treated shale with soaking time was characterized quantitatively. A three-part energy-based brittleness index, where each part has a well-defined physical meaning related to brittle failure, was used to characterize the shale brittleness at different soaking times. The effect of soaking time and mineral composition on the hydration-induced deterioration of shale was investigated. The deterioration mechanism of THMC-treated shales with different mineral compositions (clay-rich, carbonate-rich, and quartz-rich) was revealed. [ABSTRACT FROM AUTHOR]

The high temperature and high in-situ stress geological environment can significantly affect the mechanical properties, failure modes, and deformation characteristics of deep shale reservoirs. In this study, real-time high temperature triaxial compressive tests simulating the deep shale formation environment (temperature: 25–150 °C, confining pressure: 0–100 MPa) are carried out. The GSI-strength degradation and constitutive models are derived based on the Hoek–Brown criterion. The results show that in low confining pressure conditions, the mechanical behavior of shale is greatly influenced by temperature. Compared with shale at 25 °C, the compressive strength of shale at 150 °C decreases by up to 13.7%, and the elastic modulus decreases by up to 36.9%. The peak strain was increased by a factor of up to 1.4, and the yield stress level was advanced by as much as 7.4%. However, in high confining pressure conditions, the shale plasticity characteristics are significantly enhanced and the failure mode is relatively single. The GSI-strength degradation model can well characterize the variation law of shale strength with confining pressure under high temperature conditions. The statistical damage constitutive model matches the actual stress–strain curve very well, and it can fully reflect the deformation and failure characteristics of deep shale. The findings of this study can help us better understand the variation of mechanical properties of deep shale. [ABSTRACT FROM AUTHOR]

Cement sheath is an annular structure situated between casing and formation, which is designed to seal the formation and reinforce the borehole. However, owing to the surface irregularity and drilling mud residue, the interface between the cement sheath and the formation is one of the weakest parts for fluid leakage causing well integrity issues, which would also affect the reliability of the cement bond logs. To evaluate the cementation state and tensile properties of the cement-formation interface, rock-cement composite disc specimens are prepared, considering key factors such as lithology, interface irregularity, treatment of oil-based drilling mud contamination, and flushing fluid washing. Flushing efficiency of the drilling mud contaminated rock surface, interface cementation characteristic, referenced tensile strength, and tensile fracture morphology are acquired and analysed comparatively. Results show that (1) the flushing efficiencies of shale and sandstone are 74.1 ~ 61.9% and 52.4 ~ 28.4%, respectively, decreasing with the increase in surface irregularity. (2) The rock-cement interface gradually becomes poorly cemented as the surface cleanliness decreasing and the irregularity increasing. (3) Under the condition of drilling fluid contamination, there exists a transitional area at the cemented interface, where microcracks and pores are developed. (4) With the influence of drilling mud contamination, the referenced tensile strengths of shale-cement and sandstone-cement interfaces drop from 2.716 to 0.586 MPa and from 2.840 to 0.007 MPa, respectively. The effects of underground temperature and pressure environment are not particularly considered in this study and would be investigated systematically in future research. [ABSTRACT FROM AUTHOR]

Continental shale is abundant with unconventional oil and gas and has considerable potential for exploitation. However, due to differences in the deposition environment, continental shale presents unique characteristics in terms of mineralogy and mechanical properties compared to marine shale. Furthermore, the mechanical influence of fracturing fluid immersion must be considered because of the dual effects on the productive shale system caused by fracturing fluids remaining in the formation. In this study, tri-axial compression tests were performed on Jurassic continental shale specimens collected from an exploratory well (2778–2816 m deep) in the Sichuan Basin of China before and after exposure to fracturing fluids. Meanwhile, two quantitative indicators, the roughness R , which characterizes the widely distributed yield deformation, and the complexity F , which evaluates the complex multi-fractures, were used to distinguish the different brittle-plastic characteristics of specimens before and after fracturing fluid immersion. The results showed that the immersion of fracturing fluids weakened the mechanical properties of continental shale. Two types of fracturing fluid immersion effects were distinguished by the statistics of the failure characteristics of the different layers: lubrication-dominated and softening-dominated. Unlike conventional smooth tri-axial stress-strain curves, many of the post-peak curves were in a 'step-like' shape, corresponding to two sources: one part came from the formation of multi-fractures (brittle characteristics), and the other part came from the softening deformation of main failure surface (plastic characteristics). A new brittleness index, BI new , was proposed considering failure characteristics with different brittleness effects, which could effectively distinguish the brittleness difference before and after exposure to fracturing fluids. • Mechanical variations of continental shale along longitudinal profile were studied. • Different effects of fracturing fluids were distinguished by failure characteristic. • Different sources of additional energy dissipation were recognized. • New brittleness index was proposed incorporating different failure characteristics. [ABSTRACT FROM AUTHOR]

The deep shale gas reservoirs are characterized by great burial depth, high formation pressure, high temperature. During the hydraulic fracturing process, the fracturing fluids will inevitably exchange heat with the surrounding rock, causing the shale in the near-well zone to undergo temperature alternation, the physical and mechanical properties of shale reservoirs are significantly affected, which brings technical difficulties to fracturing optimization design. In this paper, the Longmaxi Formation shale is used to pay attention to the rock physical and mechanical characteristics of the shale undergo temperature alternation, the microstructure and damage and fracture characteristics of the shale undergo temperature alternation are analyzed. The results show that: (1)As the heat treatment temperature increases and the number of heating-cooling cycles increases, the permeability of the shale increases, the P-wave velocity decreases, the tensile strength (TS) decreases, and the brittleness index rises. (2) Heat treatment temperature and the number of heating-cooling cycles have little effect on the triaxial compressive strength (TCS) of shale. However, it has a significant effect on the failure mode of shale. The increase of temperature and the number of heating-cooling cycles will enhance the degree of fracture of the shale failure surface. (3) Based on industrial CT scanning and scanning electron microscopy (SEM) observations, the thermal cracks caused by heating-cooling cycles are mostly inter-granular cracks and inter-layer cracks, which unfold on the surface of the sample and extend to the interior. Heating-cooling cycles also lead to an increase in the diameter of organic pores. The study results can provide a certain theoretical basis for the optimization design of staged fracturing parameters for horizontal wells in the process of deep shale gas development. • Damage of high-temperature shale subjected to heating-cooling cycles was investigated. • Damage induced by multiple heat-cooling cycles becomes more significant than a single air cooling. • Heating-cooling cycles can lead to initiation and propagation of shale cracks. • The number of heating-cooling cycles affects the frequency and width of cracks. [ABSTRACT FROM AUTHOR]

Under the high temperature and high stress geological environment, how the physical and mechanical properties of deep shale reservoirs will change has become a hot research issue. Based on the Confined Brazilian Test, this paper improves a test method for the tensile strength of shale under triaxial conditions with a simple specimen fixture and convenient specimen preparation and performs a high confining pressure (0–60 MPa) Brazilian splitting test on Longmaxi Formation shales. The stress-displacement curve records the deformation and failure of shale. Acoustic emission technology (AET) detects the evolution process of fractures and further identifies failure modes. 3D optical scanning system reconstructs the fracture morphology. The results show that the maximum tensile strength of the shale specimens in the triaxial condition is increased by 58.5% relative to direct tensile strength. As the confining pressure gradually increases to 60 MPa, the specimen enters the stress state of compressed in three directions, the tensile failure mode gradually transitions to shear failure mode via tensile-shear composite failure mode, and the fracture angle gradually increases. The AE signal in triaxial conditions mainly shows a leap trend. The appearance of AE signal with high peak frequency can be used as a reference for micro-fracture initiation. The presence of shear fractures increases the roughness of the shale main fracture surface, and this effect diminishes as the confining pressure increases. This study can provide a reliable theoretical basis for the optimal design of hydraulic fracturing in deep shale gas reservoirs. • A test method for the tensile strength of shale under triaxial conditions is improved. • The maximum value of tensile strength of shale under triaxial conditions is determined. • The failure mode of the specimen and the process of fracture initiation-propagation are discussed. • AE characteristics can reasonably reflect the fracture characteristics of the specimen. [ABSTRACT FROM AUTHOR]

• The unique mineral composition and distribution of carbonate-rich shale were revealed. • Full-scale pore structure and fractal features were characterized. • The comprehensive mechanical properties of carbonate-rich shale were analyzed. • The inner link between micro-structural and macro-mechanical properties was established. • Development strategies for carbonate-rich reservoirs were discussed. As a new growth point of shale gas production, carbonate-rich shale has recently attracted great interest. However, gas production from this reservoir was poor since the properties of the carbonate-rich shale have not been systematically studied. This is an urgent need to be addressed. Downhole cores collected from an exploration well were analyzed by micro-structure experiments (X-ray diffraction, mineral quantitative evaluation, low-pressure nitrogen adsorption, and mercury intrusion piezometry test) and macro-mechanical tests (triaxial compression, Brazilian splitting, and fracture toughness test) to obtain multiscale characterization of carbonate-rich shale. The intrinsic relationship between the microstructural and mechanical characteristics of this reservoir has been revealed. The results showed that (1) The content of carbonate minerals exceeds 30%, just slightly lower than that of quartz. Calcite has large particle sizes and is closely cemented with quartz to form a dense rock skeleton. (2) The maximum adsorption volume, specific surface area, total pore volume and average pore diameter values are poor, which is unfavorable for shale gas accumulation. Limited porosity and permeability and great tortuosity can be obstacles to the release of accumulated gas. (3) High peak deviatoric stress, Young's modulus, and Poisson's ratio were contributed by dense rock skeleton. (4) Narrow maximum main fracture width is not favorable to place proppants and further to create effective gas transport channels. (5) High tensile strength and fracture toughness enhance high breakdown and extension pressure. These comprehensive insights are of great significance for both the exploration and development of carbonate-rich shale reservoirs. [ABSTRACT FROM AUTHOR]

The safe and efficient development of ultra-deep shale gas deeper than 4500 m is closely related to the comprehensive evaluation of the mechanical behavior, brittleness and anisotropy characteristics of reservoir rocks under in-situ stress conditions. However, the above-mentioned information about ultra-deep shale is rarely reported. This study aims to fill this gap by systematically investigating the mechanical and anisotropic characteristics of cores, with 0° and 90° bedding orientations, from different layers in the vertical depth of 4900–4930 m, under confining pressure of 110 MPa. Furthermore, a new brittleness index with three parts related to brittle failure, i.e., the energy storage performance in the pre-peak stage, the performance of elastic energy used to maintain the post-peak failure, and the severity of the energy released during the post-peak stage, all of which are physically meaningful, was proposed. Subsequently, the index was validated and applied to the brittleness evaluation of ultra-deep reservoir rocks. The brittleness was evaluated in the following descending order: black shale of Longmaxi Formation ＞ gray-black shale of Wufeng Formation ＞ limestone of Baota Formation. Overall, the Wufeng- Longmaxi Formation shale still exhibits brittle failure under such high confining pressure, while the Baota Formation limestone exhibits quasi-ductile failure, which is consistent with the phenomenological behavior of cores. Further, various experimental techniques have been employed to study the brittle and quasi-ductile failure mechanisms of reservoir rocks. The anisotropy evaluation results show that the anisotropy degree of the mechanical and brittleness parameters corresponding to the deep formation is significantly lower than that of the shallow formation. The anisotropy degree of strength and deformation parameters (Young's modulus, Poisson's ratio) is closely related to the content of quartz and clay minerals, respectively. The above results are expected to provide data support and theoretical guidance for the development of deep and ultra-deep shale gas in the southern Sichuan region of China. • The mechanical characteristics of ultra-deep reservoir rocks in the vertical depth range of 4900–4933 m are reported. • The influence of the bedding effect on the mechanical behavior of reservoir rocks under high confining pressures is studied. • A new three-part brittleness index in which each part has a clear physical meaning related to brittle failure is proposed. • The brittle and quasi-ductile failure mechanisms of reservoir rocks under high confining pressures are revealed. [ABSTRACT FROM AUTHOR]

The success of commercial exploitation of shale gas has already been achieved in middle-shallow layers of China. But more than 65% of shale gas resources is buried in deep formation (vertical depth ≥ 3500 m), which has not been effectively developed yet. Deep buried depth is the source of a series of challenges. To clarify the influence of buried depth on mechanical characteristics of shale, tri-axial compression tests considering high confining pressures (80 MPa) are conducted with core samples collected from the gas bearing section of a deep marine shale gas well. The results show that the peak deviatoric stress significantly increases with the growth of confining pressure and exhibits an obvious declining trend from bottom to top in longitudinal profile, whereas Young's modulus and Poisson's ratio were all relatively insensitive to buried depth. Unlike conventional smooth tri-axial test curves, many of the post-peak curves are in "step-like" shape, and their corresponding failure patterns are always multi-fractures, all of which are originated from the activation of bedding planes or natural fractures during yielding process and are indications of high brittleness. However, the proportion of specimens with these features decreases from 66.7% to 22.2%, with the confining pressure increased from 30 MPa to 80 MPa. As most of existed indices could not properly describe the brittle characteristic of this type of deep marine shale, a new brittleness index (BI) is proposed by quantifying the complexity of "step-like" post-peak curves in fractal dimension. It is demonstrated that BI could effectively capture the influence of confining pressure on brittleness and distinguish those more brittle layers. Owing to the great reduction of brittleness and fracture complexity under high confining pressure, the fracking network in deep formation might be sparser than that in middle-shallow layer at field scale, leading to the poor performance of past fracking deep wells. • Mechanical properties of deep gas shale covering the entire gas-bearing section are presented. • Step-like shape of post-peak stress-strain curves is spotted and linked with multi-fractures failure pattern. • Dominant failure pattern transforms from multi-fractures to single shear rupture with increasing confining pressure. • Fractal dimension is introduced to establish a new brittleness index to evaluate this type of shale. [ABSTRACT FROM AUTHOR]