Geomechanical properties of laminated shale and bedding shale after water absorption: A case study of the Chang 7 shale in Ordos basin, China

Abstract

There are abundant oil and gas resources in China's continental shale formations, and these formations often contain sandy lamina, tuffaceous lamina and carbonate lamina parallel to the bedding planes, resulting in complex geomechanical properties. During the drilling process, the mechanical weak surface structure inside the shale and the hydration effect of drilling fluid may easily cause wellbore instability, which reduces the safety and benefit of drilling. To explore the geomechanical properties of laminated shale and bedding shale after water absorption, a series of tests were conducted on the Chang 7 laminated shale and bedding shale in the Ordos Basin. The result indicates that the compressive strength and elastic modulus of laminated shale and bedding shale show a trend of decreasing first and then starting to drop as β (the angle between bedding/lamina and the direction of stress) keeps increasing, and laminated shale has stronger anisotropy, lower compressive strength and elastic modulus. The moisture content of laminated shale and bedding shale increases as the soaking time increases, which leads to a decrease in the compressive strength. Compared to bedding shale, laminated shale reaches water saturation faster and has a higher moisture content. Based on the macroscopic and microscopic images before and after shale hydration, it can be concluded that natural microfractures are easily formed at the interface between the lamina and shale matrix, and brittle minerals at the edges of natural microfractures are prone to detachment, thereby increase the hydration area and intensify the hydration process. Compared to bedding shale formations, laminated shale formations have a higher hole-size elongation ratio and are more prone to collapse according to on-site data. This study reveals the geomechanical properties of laminated shale under the dual influence of anisotropy and hydration, provides support for drilling design in such formations.