Anisotropic Shale Research Articles

Numerical study on in-situ mining oil shale by high-temperature steam injection in long-distance horizontal wells

This article proposes an in-situ steam-assisted thermal decomposition method for oil shale using long-distance horizontal wells.Firstly, this article establishes a coupled thermal–hydraulic hydrothermal mechanical model considering the anisotropy of oil shale to study the in-situ pyrolysis process of oil shale by steam injection in horizontal wells. Then Optimization analysis was conducted on the effects of fracture spacing, fracture length, and horizontal well length on extraction efficiency. Finally, An economic analysis was conducted on the new extraction method. The research results indicate that: (1) Compared with the traditional vertical well mining mode (1injection and 8 production well, with a well spacing of 50 m), the newly proposed long-distance horizontal well configuration (1 injection and 2 production well) has higher heating efficiency. (2) When the fracture spacing is less than 25 m, the heating efficiency is no longer significantly improved. Increasing the length of fractures has a significant effect on improving heating efficiency. (3) When the length of the horizontal well exceeds 450 m, the extraction cost no longer significantly decreases. Increasing the length of fracturing fractures can significantly reduce extraction costs. When the fracture spacing is less than 30 m, the extraction cost no longer significantly decreases. This study provides theoretical reference and data support for the efficient in-situ thermal decomposition of oil shale.

Experimental Study Of Anisotropic And Dispersion Signature Of Shale Reservoirs: Implications For Synthetic Seismic Well Tie

To investigate velocity anisotropy and dispersion in lacustrine shales, we conducted laboratory measurements of acoustic properties at seismic frequencies (2–100 Hz) and ultrasonic frequencies (1 MHz) under varying effective pressures. Our study reveals significant transverse isotropy, accompanied by notable velocity dispersion and attenuation, with anisotropy coefficients ranging from 0.45 to 0.74 for P-waves and 0.44 to 0.95 for S-waves. Attenuation exhibited weak dependence on frequency and pressure but showed a strong positive correlation with clay content. We interpreted the data by integrating geological and physical analyses. Using rock physics modeling and the propagation matrix method, we found that velocity dispersion primarily caused the mismatch between seismic data and synthetic seismograms, while anisotropy had minimal impact on near-offset seismic data. Our findings suggest that anisotropy and dispersion observed at the core scale persist at the seismic scale. Incorporating these effects into seismic workflows is crucial for improving data processing, inversion, and reservoir characterization. This study provides valuable insights for exploration and production strategies in the study area and similar settings.

Investigation of Indirect Shear Strength of Black Shale for Urban Deep Excavation

This study thoroughly investigated the compressive and tensile strength characteristics of black shale using both experimental and analytical approaches. Uniaxial compression tests were conducted to determine the elastic constants of black shale modeled as idealized, linear elastic, homogeneous, and transversely isotropic. Additionally, Brazilian tests were carried out on shale, considering it a transversely isotropic material. Strain measurements were recorded at the center of disc specimens subjected to diametric loading. By placing strain gages at the disc centers, the five elastic constants were accurately estimated. The effects of experimental methods and diametric loading on the elastic constant determination were evaluated and analyzed, and the indirect shear strength of the black shale, considering anisotropy, was determined using the estimated stress concentration coefficient. This study revealed that the indirect tensile strength of black shale is significantly influenced by the angle between the anisotropic planes and the diametric loading direction. Moreover, it was revealed that the stress concentration coefficients for anisotropic rocks vary from those of isotropic rocks, depending on the inclination angle of the bedding planes. This study confirms that the shear (tensile) strength of anisotropic black shale is not constant but varies with the orientation of the anisotropic planes in relation to the applied load.

Shale anisotropic rock-physics model incorporating the effect of compaction and nonplate mixtures on clay preferred orientation

Compared with other sedimentary rocks, the strong elastic anisotropy of shale is extremely prominent, which is mainly caused by the preferred orientation and platy nature of its clay minerals. Especially in seismic reservoir characterization, a suitable and correct estimation of the shale elastic anisotropy can improve the accuracy of the shale seismic inversion and prediction. Due to the long-term compaction of shale and the rearrangement of minerals, its microstructure and macrostructure are more complex, resulting in obvious anisotropic characteristics of shale. Existing methods do not incorporate the impact of nonplate particles on clay platelets, or indirectly incorporate it through empirical formulas, resulting in poor applicability and errors in the rock-physics models. To reveal the main causes of the anisotropy of clay minerals, a theoretical model incorporating the effect of compaction and nonplate particles on the preferred orientation of clay platelets is developed using experimental data and electronic scanning results. Based on theoretical analysis, an orientation distribution function (ODF) based on the effect of compaction and nonplate particles is derived, which not only incorporates the influence of compaction but also further incorporates the effect of other nonplate particles, such as quartz, which makes the established shale anisotropic rock-physics model more reasonable and accurate. Then, an improved anisotropic shale rock-physics model is developed using the compaction and nonplate particles-based ODF. The prediction results indicate that the presence of nonplate particles has an inhibitory effect on the preferred orientation of clay platelets, which is verified by the measured experimental data and indicates that our method is reliable and effective.

Influence of bedding on fracture toughness and failure patterns of anisotropic shale

The initiation and propagation of hydraulic fractures are closely related to the fracture ability of rocks. Such processes in shale reservoirs are, to a certain extent, controlled by bedding. However, the control mechanism of bedding on the anisotropy of fracture toughness and fracturing behavior remains unclear. In this study, a series of numerical notched semi-circular bend (NSCB) tests are conducted using the discrete element method (DEM) to investigate the influence of bedding properties on the anisotropy of fracture toughness and fracture patterns. Based on the DEM framework, a novel simulation method is proposed to accurately identify two key fracture indicators, the fracture process zone (FPZ) and crack tip opening displacement (CTOD), to reveal the fracture driving mechanism. The results show that the fracture toughness of shale is negatively correlated with bedding angles β but positively correlated with bedding spacing and bedding strength. Both the bedding strength and spacing significantly influence the fracture pattern of the specimens with β = 0°–60°, whereas the specimen with β = 90° is scarcely affected by the bedding planes. The evolution of the CTOD and FPZ in shale exhibits distinct phased characteristics. Due to the strong suppression effect of low-angle bedding planes on pre-peak crack deflection, the CTOD and FPZ exhibit opposite trends with respect to bedding angles before and after the peak load. This study facilitates the understanding of the fracture propagation process of anisotropic shale and could provide guidance for hydraulic fracturing design in shale reservoirs.

Failure behaviors of anisotropic shale with a circular cavity subjected to uniaxial compression

Layered rock formations are frequently encountered during the excavation of underground structures. The stability of such structures is influenced not only by the stress concentration caused by the cavities in the strata but also by the anisotropy of the layered rock mass. The interaction between them can lead to critical structural failure, such as rupture, collapse, or significant deformation within the adjacent rock mass, thereby jeopardizing operational safety. However, the coupling law and mechanism between the stress concentration resulting from the cavities and the anisotropy of a layered rock mass remain unclear. In this study, a uniaxial compression test was performed on shale specimens containing a circular hole to investigate the effects of layer inclination and circular holes on the mechanical properties, elastic energy storage, and failure behaviors of these specimens. The failure mechanism of the rock surrounding the hole was analyzed on the basis of the single plane of weakness theory and the Kirsch solution. The test results indicated pronounced anisotropy in the compressive strength, elastic modulus, and elastic strain energy of the specimens, with distinct “V”, “M” and “U”-shaped patterns correlated with varying layer inclination angles. In addition, the combined effect of stress concentration and layer inclination resulted in different failure types, which were classified into four groups according to their failure behavior. Theoretical analysis revealed that failure around circular holes in layered rock is affected by a range of variables, such as layer inclination, layer strength, lateral pressure coefficient, azimuth, and loading stress.

Present-day stress stratification in the lower Palaeozoic shale sequence of the Baltic Basin, northern Poland, inferred from borehole data

We performed an analysis of present-day stress profiles for four wells penetrating the Lower Palaeozoic shale sequence of the Baltic Basin (northern Poland). Breakouts, hydraulic fracturing and leak-off tests were used to calibrate stress models based on anisotropic elastic shale properties. Initial stress models, balancing the lengths of the modelled and observed breakouts, indicated a degradation of the mechanical properties reconstructed from the density and dipole acoustic tool logs. Taking this adverse effect into account, final stress models were calculated which showed a stratification of the stress regime consistent with the lithostratigraphic shale units. A clear dominance of the horizontal stress-generating gravity factor over the horizontal tectonic strain was demonstrated. The obtained values of tectonic strain in the shale sequence compared to the previously determined strain in the crystalline basement of the same study area suggest a significant role of viscoelastic relaxation of the shale sequence.

Insight into the dynamic tensile behavior of deep anisotropic shale reservoir after water-based working fluid cooling

During deep shale gas production, flowing water-based working fluid inevitably cools shale reservoirs around boreholes and some fractures, and possible extraction methods induce dynamic stresses. To understand the dynamic tensile behavior of deep anisotropic shale reservoir after water-based working fluid cooling, a split Hopkinson pressure bar was used for performing the dynamic Brazilian tests on shale samples with bedding angles of 0°, 30°, 45°, 60° and 90° after reservoir temperature realization (25–200 °C) and water cooling. The results illustrate that dynamic tensile strength of shale samples decreases gradually as reservoir temperature increases under the loading rates 100–1000 GPa/s. From room temperature to 200 °C the most strength deterioration appears on samples with the bedding angle of 90°. A dynamic tensile strength deterioration model for deep shale reservoirs after water-based working fluid cooling is proposed considering the influence of loading rate and bedding angle. Geometrical trajectories of the main failure cracks are separated into three types, i.e., fully central tensile failure, tensile-shear failure and fully shear failure (sliding of bedding planes). For samples with bedding angles of 30°, 45° and 60°, increasing reservoir temperature encourages tensile failure to change into shear failure. The roles that bedding planes play in interacting with failure crack growth are summarized as IP mode (intersecting propagation), TP mode (turning propagation) and PP mode (promoting propagation). Anisotropic dynamic tensile strength responses are systematically discussed by using thermal stress simulation in ABAQUS, microstructure analyses, crack interaction conditions and the one-dimensional stress wave propagation theory. Based on experimental observations, field implications in borehole stability and fracturing of deep shale reservoirs are proposed under medium and high loading rates. This work is instrumental in providing valuable information and technology assistance for real deep shale gas production projects.

Thermal effects on mechanical and failure behaviors of anisotropic shale subjected to direct shear

The stimulation of shale reservoirs frequently involves significant shear failure, which is crucial for creating fracture networks and enhancing permeability to boost production. As the depth of extraction increases, the impact of elevated temperatures on the anisotropic shear strength and failure mechanisms of shale becomes pronounced, yet there is a notable lack of relevant research. This study conducts, for the first time, direct shear experiment on shales at four different temperatures and seven bedding angles. By employing acoustic emission (AE) and digital image correlation (DIC) techniques, the evolution of damage and the mechanism of crack propagation under anisotropic direct shearing at varying temperatures is revealed. The results indicate that both shear displacement and strength of shale increase with temperature across different bedding angles. Additionally, shale demonstrates distinct brittle failure characteristics under various conditions during direct shearing tests. The types of anisotropic shear failure observed under the influence of temperature include central shearing fracture, central shearing with secondary fracture, and deflected slip along the bedding. Moreover, the temperature effect enhances shear-induced crack propagation along bedding planes. Shear failure in shale predominantly occurs during higher loading stages, which coincide with a substantial amount of AE signals. Finally, the introduction of the anisotropy index and temperature sensitivity coefficient further elucidates the interaction mechanism between thermal effects and anisotropy. This study offers a novel methodology to explore the anisotropic shear failure behavior of shale under elevated temperatures, and also provides crucial theoretical and experimental insights into shear failure behavior relevant to practical shale reservoir stimulation.

Mechanical behavior, energy evolution and damage mechanism of anisotropic shale under triaxial multilevel cyclic loading: an experimental investigation

Mechanical behavior, energy evolution and damage mechanism of anisotropic shale under triaxial multilevel cyclic loading: an experimental investigation

Anisotropic behavior and mechanical characteristics of the Montney Formation

This study investigates the rock mechanics and anisotropic properties of the Montney Formation, Alberta, through two sets of experiments: unconfined compressive strength tests and triaxial compression tests, supplemented by ultrasonic wave velocity measurements. These tests enabled the calculation of dynamic and static stiffness properties and Thomsen anisotropy parameters (ε, δ, γ). Our findings reveal that the Montney Formation exhibits weak anisotropy, with ε values generally below 0.10, contrasting with other strongly anisotropic shale formations. Specimens exhibiting higher clay content and total organic carbon levels show more pronounced anisotropy. Static measurements exhibit a higher degree of anisotropy compared to dynamic measurements. The investigation also explored loading and unloading stiffness parameters, noting a higher E loading-to-unloading ratio for rock specimens with lower elastic properties. This provides important information on the rock's response to stress path effects during stimulation and exploitation. The study also discusses other rock mechanics parameters including Poisson's ratio, tensile strength, and brittleness. The research contributes to a more comprehensive understanding of the geomechanical and petrophysical behavior of the Montney Formation, aiding reservoir characterization and hydrocarbon exploration and production.

Anisotropy in shale and its impact on AVO modelling and prospect de-risk: a case study of a Central North Sea field

The inherent anisotropy in shale is an attribute associated with its clay minerals platelets alignment and layering and very common with transversely isotropic (TI) medium. This implies that velocity is fastest along the horizontal axis and slowest along the vertical axis, which could affect velocity signature from sonic tools measurements in deviated wells. This may lead to wrong amplitude variation with offset (AVO) signature, inaccurate depth conversions, seismic-to-well tie difficulty etc. Nineteen (19) wells in Forties field andthirteen (13) in Huntington field were investigated and interpreted for the presence of anisotropy effect within the caprock over the reservoir Forties sands of the Sele (shales) Formation. In order to analyse the Thomsen weak anisotropy parameters (ϵ, γ and δ) per field, wells with closer Sele depth range were considered. The well inclinations ( θ ), average compressional (α) and shear (β) velocities per well were utilised for forward and inverse modelling of Thomsen anisotropy equations. The estimated anisotropy (VTI) parameters and the P-wave ( α o ) and S-wave velocities (βo ) at zero inclinations in Sele Formation for the studied wells are: α o = 2448 ± 15.9 m/s, β o = 1003 ± 34.8 m/s, ϵ = 0.15 ± 0.02, γ = 0.33 ± 0.10, δ = 0.030 ± 0.015 in the Forties field Sele, while α o = 2775 ± 23.6 m/s, β o = 1306 ± 47.9 m/s, ϵ = 0.22 ± 0.02, γ = 0.43 ± 0.14, δ = 0.022 ± 0.018 in the Huntington field. AVO responses were compared, assuming both isotropic and anisotropic P–P reflectivity models. Result shows an increase in AVO gradient for all anisotropic case in both fields. AVO signatures were either completely or averagely masked in both fields using the isotropic assumptions. There is also an increase in AVO gradient for all anisotropic cases in both fields. Velocity decreases of about 1.2% and 3.5% were observed in the Sele Formation for the Forties and Huntington fields respectively for anisotropy. The corrected two-way traveltime (TWT) should in principle allow for a better seismic-to-well tie estimation. Similarly, using the faster deviated velocity (i.e. uncorrected velocity) in any depth conversion would result in under estimation of the actual depth across the field.

Diffusive Leakage of scCO2 in Shaly Caprocks: Effect of Geochemical Reactivity and Anisotropy

Summary Supercritical carbon dioxide (scCO2) trapping mechanisms within carbon geostorage (CGS) primarily hinge on the upper caprock system, with shales being favored for their fine-grained nature and geological abundance. Experimental assessments of CO2 reactivity in brine-saturated shales reveal microstructural changes, raising concerns about long-term CO2 leakage risks. Existing models of scCO2 transport through caprocks lack consideration for shale anisotropy. This study addresses these gaps by investigating the diffusive properties and propagation of geochemical reactivity in shaly caprocks, accounting for anisotropy. Horizontal and vertical core samples from three shale formations with varying petrophysical characteristics underwent mineralogical, total organic carbon (TOC), porosity, and velocity measurements. scCO2 treatment for up to 3 weeks at 150°F and 3,000 psi was conducted. The propagation of geochemical reactivity was monitored by multiple surface X-ray fluorescence (XRF) measurements and fine polishing. A nuclear magnetic resonance (NMR)-based H2O-D2O fluid exchange protocol was used to quantify effective diffusivities and tortuosities parallel and perpendicular to bedding. Results indicate preferential surface reactivity toward carbonate minerals; however, the apparent reaction diffusivity of the shaly caprock is notably slow (~10−15 m2/s). This aligns with previous experimental and reactive transport modeling studies, emphasizing long timescales for carbonate dissolution reactions to influence shale caprock properties. Shale-effective diffusivities display anisotropy increasing with clay content, where diffusivities parallel to bedding exceed those perpendicular by at least three times. Faster horizontal diffusion in shaly confining zones should be considered when estimating diffusive leakage along faults penetrating these zones, a significant risk in CGS. Post-scCO2 treatment, diffusivity changes vary among samples, increasing within the same order of magnitude in the clay-rich sample. Nonsteady-state modeling of scCO2 diffusion suggests limited caprock penetration over 100 years, with a minimal increase from 5 m to 7 m post-scCO2 treatment for the clay-rich sample. This study extends existing literature observations on the slow molecular diffusion of scCO2 within shaly caprocks, integrating the roles of geochemical reactions and shale anisotropy under the examined conditions.

Velocity Anisotropy: Temperature Effect on Thomson’s Parameter of Ogun Shale, Ogun State, Nigeria

When a rock’s physical property is directional or orientation-dependent, the rock is described as being anisotropic. Shale is a common sedimentary rock with inherent anisotropic nature gotten from its geological evolution. Thus in studying the elastic properties of shale, the direction of the wave propagation has to be considered and reported. Velocity anisotropy of shale with temperature effect on the Thomson’s anisotropic parameters was carried out on shales from Ogun state in the southwestern part of Nigeria. Ultrasonic velocity measurement was carried out at temperatures ranging between 50 and 300 ˚C. Elastic properties, as well as the anisotropic parameters were determined. The parameters were compared with the temperature and elastic properties of the samples. Results showed that Ogun state shales are anisotropic and that both P and S wave pulses exhibited higher values in the horizontal direction (along the bedding plane) than in the vertical orientation (normal to the bedding plane) of the samples. Elastic modulus was higher in the horizontal direction while the Poisson’s ratio and velocity ratio were higher in the vertical plane. Anisotropic parameters, gamma (ϒ) and epsilon (Ԑ) exhibited value reduction up to about 150 ˚C when they started to increase with increasing temperature. Gamma however increased more notably than the epsilon. This result indicated that fractures and microcracks within the shale samples closed up as the samples expanded due to temperature increase.

A novel rock-physics model of organic-rich shale considering maturation influence

Geochemical parameters, e.g., maturity and total organic carbon (TOC) content, play a crucial role in the prediction of sweet spots and the exploration of oil and gas in organic-rich shales. Thermal maturity significantly affects the conversion of solid organic matter into hydrocarbons and the evolution of microstructures, thereby altering the overall elastic properties of shales. To clarify how maturity affects shale properties, we develop a novel rock-physics model (RPM) of organic-rich shale, in which we consider the continuous process of thermal maturity. First, we present how to estimate the maturity level, TOC content, and organic porosity using logging data. Second, different from only considering the discrete-stage maturity, we establish a novel RPM in which a continuous kerogen maturation process serves as a key control condition. Furthermore, we calibrate the volumetric proportion of each porosity type as a function of maturation. Finally, we apply the RPM to investigate how sweet spot parameters (thermal maturity, TOC content, and brittle mineral content), overpressure, and diagenesis affect the overall elastic properties and anisotropy of shale during thermal maturation. Results demonstrate that using our RPM, we may predict the acoustic velocity of shale formations reliably and that kerogen evolution has a noticeable impact on the elastic properties of shale rocks, particularly during the wet gas window stage of mid-to-high maturation. We conclude that thermal maturity emerges as a crucial sweet spot parameter in the case of the exploration of oil and gas in organic-rich shales.

Ultrasonic velocity anisotropy of Jurassic shales with different lithofacies

Abstract Given the growing importance of organic-rich shale as unconventional reservoirs, a thorough understanding of the elastic and anisotropic behavior of shales is of great concern. However, for lacustrine shales, the complex lithofacies assemblage with geological deposition makes it challenging. Four lithofacies (argillaceous, mixed, siliceous, and calcareous) are recognized for 40 lacustrine shale samples from Jurassic formation in Sichuan Basin on the basis of their mineral compositions. We perform ultrasonic velocity measurements on 40 pairs of shale plugs at varied confining pressures, attempting to uncover the controls on the anisotropic properties of different lithofacies. The experimental results reveal that the total porosity, clay, and organic matter would positively contribute to velocity anisotropy of Jurassic shales. Combined with microstructure and pressure-dependent velocity analysis, the preferred orientations of platy clay particles and lenticular kerogen, the development of clay pores along clay fabric, and the sub-parallel micro-cracks induced by hydrocarbon expulsion are treated to be the controlling mechanisms. We add the total porosity, clay content, and kerogen volume together, intending to distinguish the elastic and anisotropic properties of four lithofacies. Generally, argillaceous shales, the dominant lithofacies in Jurassic formation, could be characterized by the highest clay and total organic content (TOC), the lowest bedding-normal velocities, and the strongest velocity anisotropy. Finally, with the laboratory data, two rock-physics-driven exponential relationships are proposed to predict the P- and S-wave velocity anisotropy with the bedding-normal velocities.

Effects of strain rate and bedding on shale fracture mechanisms

Anisotropic shale is commonly distributed in nature and undergoes both dynamic compressive and tensile load in geological engineering. In this article, the coupling effects of strain rate and bedding structures on the fracture mechanisms of shale are investigated using a split Hopkinson pressure bar (SHPB) system. The tension–compression comparative study is conducted. The Brazilian disc method is modified, and a unified strain rate measurement method is established to comprehensively analyze shale’s fracture-related properties, including moduli, strength and energy dissipation. The results indicate that the energy dissipated by shale fracture is strongly related to its strength. The strain rate and bedding affect the anisotropic strength and dissipated energy by changing the crack density and crack propagation mode. At low or medium strain rates, the bedding orientation of shale determines the direction of crack propagation. However, at high strain rates, microcracks in different directions are widely activated in the shale, which increases the fracture degree and decreases the difference in fracture toughness between the shale’s matrix and bedding planes. This also leads to a decrease in anisotropy and causes the bedding planes to lose control over the direction of crack propagation. Additionally, the dynamic tensile strength of shale increases faster than the compressive one with the strain rate, leading to a reduction in the proportion of tensile failure under impact load. Based on the experimental findings, a new anisotropic damage constitutive model is developed to characterize the dynamic properties of shale. This model reflects the anisotropic damage evolution behaviors and aligns well with experimental results, offering a theoretical foundation for predicting shale’s dynamic fracture behavior. In addition to shale, the developed experimental methods and theoretical models can also be applied to the fracture analysis of other brittle transversely isotropic materials.

Shear wave anisotropy response characteristics of laminated shale and its correction methods

Laminated shale exhibits strong anisotropic characteristics in horizontal wells, significantly affecting the application of shear wave travel time data. Using equivalent medium theory and the elastic wave equation, we constructed a physical model for laminated shale, simulating the impact of lamination angle and lamination density on shear wave velocity and shear wave anisotropy coefficient. We established the relationship between the shear wave anisotropy coefficient and the cosine of the lamination angle. The simulation results indicate that shear wave velocity decreases with an increase in lamination angle and density, while the shear wave anisotropy coefficient gradually decreases with an increase in lamination angle and initially increases and then decreases with an increase in lamination density. Moreover, it exhibits a power exponential relationship with the cosine of the lamination angle. After correction, the minimum horizontal principal stress and fracture pressure calculated from shear wave data show an average relative error reduction of 6.72% and 7.77%, respectively, compared to measured data. This demonstrates that the correction method effectively eliminates the impact of laminated shale anisotropy on shear waves.

Rock physics-based anisotropy parameters estimation of Marcellus Shale using log data acquired in a vertical well

The elastic properties of shale rock exhibit anisotropy due to the presence of highly anisotropic clay minerals and their alignment. This anisotropy has a significant impact on geophysical and geomechanical responses. However, the elastic anisotropy of shale is often overlooked due to the difficulty in measuring sufficient parameters in the field, resulting in a gap between theoretical understanding and practical implementation. To address this issue, a rock physics-based approach was tested on log data obtained from a vertical well in the Marcellus Shale to estimate anisotropy parameters. The approach utilized a rock physics model based on the Sayers-den Boer method with model parameters optimized using measured stiffness parameters C33, C55, and C66. Anisotropy parameters δ and ε were then calculated using these optimized model parameters. The optimized model parameters and estimated anisotropy parameters are consistent with existing studies, indicating the correctness of the model. Additionally, the rock physics model was used to investigate the impact of gas saturation on the vertical VP/VS ratio and ε/γ ratio. It was found that gas saturation has a significant impact on these ratios. This carries important implications for acoustic log data interpretation and seismic characterization of shales.

Study on failure characteristics and evaluation index of aquifer shale based on energy evolution

AbstractThe presence of abundant clay components and microporous structure in shale results in its high hydrophilicity, making a water-rich environment inevitable in petroleum exploration projects. Therefore, it is crucial to consider the influence of bedding structure, moisture content, confining pressure, and their combined effects on the geomechanical properties of shale. This article aims to investigate the mechanical properties of deep shale under varying water content conditions, elucidate the failure mode and failure mechanism of shale in actual engineering scenarios, and explores the interplay between stress, structure, moisture content, and other factors on its mechanical properties. The evaluation of wellbore stability and fracture propagation effects is proposed based on laboratory experiments using triaxial stress and strain data, along with the application of energy evolution theory. The experimental procedures encompass an analysis of shale's microscopic components and structure, as well as anisotropic shale triaxial compression tests conducted under different moisture contents and confining pressures. The results demonstrate that shale exhibits dense pores in its microstructure and displays pronounced anisotropic characteristics in its macrostructure. The presence of water within these pores, combined with the in situ stress within the formation, significantly influences the mechanical properties of shale. This anisotropy decreases with increasing moisture content, but the mechanical performance still decreases. Under triaxial compression conditions, the increase in confining pressure to some extent enhances the anisotropy of shale's deformation characteristics, which is related to the failure modes of shale. However, the detrimental effect of moisture content on shale's mechanical properties still persists. In order to quantify the impact of these factors, this study utilizes the elastic modulus as an indicator of the coupling effect. It combines the triaxial strain curve obtained from laboratory tests and proposes an evaluation index for shale mechanical properties based on the energy evolution theory. This index is suitable for assessing wellbore stability (the stability index called SIr) and crack expansion (the brittleness index called BIr). The calculation results reveal that, during the wellbore drilling process, excavating parallel to the direction of shale bedding while maintaining low moisture content and high confining pressure yields a higher SIr value, indicating better wellbore stability. On the other hand, during reservoir fracturing, fracturing perpendicular to the shale bedding direction and maintaining low confining pressure and moisture content result in a smaller BIr value. This approach is more beneficial for the expansion of shale fracture network in engineering.