The use of hydraulic fracturing to recover shale gas has focused attention on the fundamental fracture properties of gas‐bearing shales, but there remains a paucity of available experimental data on their mechanical and physical properties. Such shales are strongly anisotropic, so that their fracture propagation trajectories depend on the interaction between their anisotropic mechanical properties and the anisotropic in situ stress field in the shallow crust. Here we report fracture toughness measurements on Mancos shale determined in all three principal fracture orientations: Divider, Short Transverse, and Arrester, using a modified short‐rod methodology. Experimental results for a range of other sedimentary and carbonate rocks are also reported for comparison purposes. Significant anisotropy is observed in shale fracture toughness measurements at ambient conditions, with values, as high as 0.72 MPa m1/2 where the crack plane is normal to the bedding, and values as low as 0.21 MPa m1/2 where the crack plane is parallel to the bedding. For cracks propagating nonparallel to bedding, we observe a tendency for deviation toward the bedding‐parallel orientation. Applying a maximum energy release rate criterion, we determined the conditions under which such deviations are more or less likely to occur under more generalized mixed‐mode loading conditions. We find for Mancos shale that the fracture should deviate toward the plane with lowest toughness regardless of the loading conditions.

Understanding how fracture networks develop in shale formations is important when exploiting unconventional hydrocarbon reservoirs and analyzing the integrity of the seals of conventional and carbon capture and storage reservoirs. Despite this importance, experimentally derived fracture data for shale remains sparse. Here we characterize shale from Nash Point in South Wales, United Kingdom, in terms of ultrasonic wave velocities, tensile strength, and fracture toughness (KIc). We measure these properties in multiple orientations, including angles oblique to the three principal fracture orientations—Short‐transverse, Arrester, and Divider. We find that the Nash Point shale is mechanically highly anisotropic, with tensile strength and KIc values lowest in the Short‐transverse orientation and highest in the Arrester and Divider orientations. Fractures that propagate in a direction oblique or normal to bedding commonly deflect toward the weaker Short‐transverse orientation. Such deflected fractures can no longer be considered to propagate in pure mode‐I. We therefore present a method to correct measured KIc values to account for deflection by calculating mode‐I and mode‐II deflection stress intensities (KId and KIId, respectively). Because of the mixed‐mode nature of deflected fractures, we adopt a fracture (Gc) energy‐based approach that allows analysis of critical fracture propagation conditions for both deflected and undeflected fractures in all orientations. We find that Gc increases as the angle from the Short‐transverse plane increases. We conclude that a modified elliptical function, previously applied to tensile strength and KIc, can be used to estimate values of Gc at angles between the Short‐transverse and Arrester orientations.

Variability in the Lower Bowland shale microstructure is investigated here, for the first time, from the centimetre to the micrometre scale using optical and scanning electron microscopy (OM, SEM), X-Ray Diffraction (XRD) and Total Organic Carbon content (TOC) measurements. A significant range of microtextures, organic-matter particles and fracture styles was observed in rocks of the Lower Bowland shale, together with the underlying Pendleside Limestone and Worston Shale formations encountered the Preese Hall-1 Borehole, Lancashire, UK. Four micro-texture types were identified: unlaminated quartz-rich mudstone; interlaminated quartz- and pyrite-rich mudstone; laminated quartz and pyrite-rich mudstone; and weakly-interlaminated calcite-rich mudstone. Organic matter particles are classified into four types depending on their size, shape and location: multi-micrometre particles with and without macropores: micrometre-size particles in cement and between clay minerals; multi-micrometre layers; and organic matter in large pores. Fractures are categorized into carbonate-sealed fractures; bitumen-bearing fractures; resin-filled fractures; and empty fractures. We propose that during thermal maturation, horizontal bitumen-fractures were formed by overpressuring, stress relaxation, compaction and erosional offloading, whereas vertical bitumen-bearing, resin-filled and empty fractures may have been influenced by weak vertical joints generated during the previous period of veining. For the majority of samples, the high TOC (>2 wt%), low clay content (<20 wt%), high proportion of quartz (>50 wt%) and the presence of a multi-scale fracture network support the increasing interest in the Bowland Shale as a potentially exploitable oil and gas source. The microtextural observations made in this study highlight preliminary evidence of fluid passage or circulation in the Bowland Shale sequence during burial

Variability in spatial distribution of mineral phases in the Lower Bowland Shale, UK, from the mm-to m-scale: quantitative characterization and modelling. Marine and Petroleum Geology.

Fracture toughness was measured for a range of rock materials as a function of temperature between ambient temperature and 150°C. Measurements were made along all three principal crack orientations for the transversely isotropic Mancos shale and in single orientations for the more isotropic Darley Dale sandstone, Indiana limestone and Lanhelin granite. Fracture toughness was measured using a modified short-rod method with the sample and loading equipment enclosed within an elevated temperature chamber. A slight increase in KIc was observed in Lanhelin granite with increasing temperatures up to 54°C, before a steady decrease at higher temperatures. For the sandstone and limestone, little change was observed in KIc over the studied temperature range. In measurements on Mancos shale at elevated temperatures. Fracture toughness was seen to increase slightly with increasing temperature in the arrester orientation over this range, while remaining constant in the other two orientations. These observations can be explained in terms of the development of thermally induced microfractures parallel to the bedding planes in this material. A bimodal distribution of KIc values in the short-transverse orientation was not observed, as it has been for previously published measurements at ambient conditions.

Triaxial experiments and direct fluid injection experiments have been conducted at confining pressures up to 100 MPa on Mancos shale, Whitby mudstone, Penrhyn slate, and Pennant sandstone. Experiments were conducted with sample axes lying both parallel and perpendicular to layering in the materials. During triaxial failure Penrhyn slate was stronger for samples with cleavage parallel to maximum principal stress, but the two orientations in the shales displayed similar failure stresses. Initial flaw sizes of around 40 μm were calculated from the triaxial data using the wing crack model, with the shales having shorter initial flaws than the nonshales. During direct fluid injection, breakdown was rapid, with no discernible gap between fracture initiation and breakdown. Breakdown pressure increased linearly with confining pressure but was less sensitive to confining pressure than expected from existing models. A fracture mechanics‐based model is proposed to determine the initial flaw size responsible for breakdown in injection experiments. Flaw sizes determined in this way agree reasonably with those determined from the triaxial data in the nonshales at low confining pressures. As confining pressure rises, a threshold is reached, above which the fluid injection experiments suggest a lower initial flaw length of around 10 μm. This threshold is interpreted as being due to the partial closure of flaws. In the shales an initial flaw length of around 10 μm was determined at all confining pressures, agreeing reasonably with those determined through the triaxial experiments.

Mode‐I Fracture Toughness, KIc, was measured in six shale materials using the double‐torsion technique. During loading, crack propagation was imaged both using twin optical cameras, and with fast X‐ray radiograph acquisition. Samples of Bowland, Haynesville, Kimmeridge, Mancos, Middlecliff, and Whitby shales were tested in a range of orientations. The measured fracture toughness values were found to be in good agreement with existing literature values. The two imaging techniques improve our understanding of local conditions around the fracture‐tip, through in situ correlation of mechanical data, inelastic zone size, and fracture‐tip velocity. The optical Digital Image Correlation technique proved useful as a means of determining the validity of individual experiments, by identifying experiments during which strains had developed in the two “rigid” specimen halves. Strain maps determined through Digital Image Correlation of the optical images suggest that the scale of the inelastic zone is an order of magnitude smaller than the classically used approximation suggests. This smaller damage region suggests a narrower region of enhanced permeability around artificially generated fractures in shales. The resolvable crack‐tip was tracked using radiograph data and found to travel at a velocity around 470 μm/s during failure, with little variation in speed between materials and orientations. Fracture pathways in the bedding parallel orientations were observed to deviate from linearity, commonly following layer boundaries. This suggests that while a fracture traveling parallel to bedding may travel at a similar speed to a bedding perpendicular fracture, it may have a more tortuous pathway, and therefore access a larger surface area.

Injection of CO2 into shale reservoirs to enhance gas recovery and simultaneously sequester greenhouse gases is a potential contributor towards the carbon-neutral target. It offers a low-carbon, low-cost, low-waste and...