Summary Unconventional reservoirs such as gas shales and tight gas sands require technology-based solutions for optimum development because of the undeveloped matrix pores and poor permeability. Hydraulic fracturing is one of the most critical technologies. The quantitative characterization of hydraulic fractures is of great significance to the stimulation evaluation of the reservoir, but there is still a lack of fine, effective and systematic evaluation methods. 3D optical scanning technology is widely used in the quantitative characterization of rock fracture morphology for its advantages of high speed, convenience, high precision, and nondestructive testing. In this study, after the indoor hydraulic-fracturing simulation experiments, 3D optical scanning was used to visualize the fracture network. On this basis, two aspects of quantitative evaluation methods for stimulation effectiveness were established, including: (1) evaluating the local conductivity (permeability) of different fractures by cutting hydraulic-fracturing samples. Then combining local conductivity of different fractures with the overall stimulated reservoir area, which could be more reasonable to evaluate the stimulation scope of the reservoir; (2) calculating the fractal dimension (FD) of the 3D spatial structure based on the point-cloud processing, which could directly reflect the complexity of the fracture network. Finally, a new evaluation index for stimulation (Es) was established to comprehensively assess the stimulation effectiveness of the reservoir, which was applied and verified through the indoor fracturing simulation experiments of tight sandstone from the Ordos Basin, China.

Marine and lacustrine shales are two major important types of organic-rich shales that are usually deposited in the stable ocean basin and deep lake/swamp settings, respectively. In the past decade, commercial development of marine shale gas resources has been achieved. The underdeveloped lacustrine shale also showed great oil and gas potential. Is it feasible to simply copy the development mode of marine shale gas to lacustrine shale? This is what this paper would attempt to answer from the viewpoint of rock mechanics. Using borehole cores from two typical marine and lacustrine shale gas wells, a series of experiments, including X-ray diffraction (XRD), triaxial compression, fracture surface three-dimensional (3D) scanning, and scanning electron microscopy (SEM), were implemented to comprehensively reveal the mechanical difference between marine and lacustrine shales. Postfailure fracture complexity and surface roughness were quantified by fractal dimension and morphology reconstruction, respectively. A new index BInew, considering the influences of the complete stress–strain curve and fracture characteristics, was proposed to evaluate the brittleness of these two types of shales. Results showed that the mechanical properties of marine and lacustrine shales were quite different and should be exploited by following their own characteristics. Mechanical parameters of lacustrine shale, such as compressive strength, Young’s modulus, cohesive strength, and internal friction angle, were much lower than those of marine shale. Different from the typical shear plus bedding splitting failure mode of marine shale, lacustrine shale usually formed only one smooth shear fracture. Based on the newly proposed index, the brittleness of lacustrine shale was significantly lower than that of marine shale. Huge discrepancy in quartz and clay mineral contents and the consequent petrophysical structure divergence were the reasons for the marked mechanical difference between marine and lacustrine shales. Differentiation strategies and effects of hydraulic fracturing for these two kinds of formations were also discussed.

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Hydration induced cracks could promote the complexity of hydraulic fractures in marine shale gas reservoir. But the evolution process and forming mechanism has not been fully investigated. In this paper, Longmaxi marine shale were collected and immersed in three types of fluids (distilled water, fracturing fluid, and mineral oil) for more than 10 days. The spatial-temporal evolution of soaking fractures was recorded and analyzed. A fracture mechanical model was established, considering the effects of in-situ stress, fluid pressure, hydration stress, and capillary force. The promotion mechanism of hydration cracks in forming complex fracking network was discussed. Results showed that hydration fractures were extremely developed and evenly distributed in a state of network for specimens immersed in distilled water. For specimens soaked in fracturing fluid, the hydration cracks were moderately developed for the addition of anti-swelling agent. Fractures were rarely developed for specimens treated in mineral oil. The hydration fractures were mainly formed in the first 5 h and showed strong anisotropy. Cracks parallel to the bedding planes accounted for the vast majority, with a small proportion developed in vertical direction. Theoretical calculations indicated that the stress intensity factor (SIF) caused by hydration stress and capillary force was greater than the measured fracture toughness. The micro crack would probably propagate along bedding planes and grow up into macro horizontal fractures, which promoted the formation of crisscrossing fracture network in shale gas formation.

Competitive propagation of fractures initiated from multiple perforation clusters is universal in hydraulic fracturing of unconventional reservoirs, which largely influences stimulation. However, the propagation mechanism of multi-fractures has not been fully revealed for the lack of a targeted laboratory observation. In this study, a physical simulation experiment system was developed for investigating the initiation and propagation of multi-cluster hydraulic fractures. Different from the traditional hydro-fracking test system, the new one was equipped with a multi-channel shunting module and a strain monitoring system, which could guarantee the full fracture extension at each perforation clusters and measure the internal deformation of specimens, respectively. Several groups of true tri-axial fracturing tests were performed, considering the factors of in situ stress, cluster spacing, pumping rate, and bedding structures. The results showed that initiation of multi-cluster hydraulic fractures within one stage could be simultaneous or successive according to the difference of the breakdown pressure and fracturing fluid injection. For simultaneous initiation, the breakdown pressure of the subsequent fracture was lower than or equal to the value of the previous fracture. Multiple fractures tended to attract and merge. For successive initiation, the breakdown pressures of fractures were gradually increasing. The subsequent fracture tended to intersect with or deviated from the previous fracture. Multiple fractures interaction was aggravated by the decrease of horizontal stress difference, bedding number and cluster spacing, and weakened by the increase of pump rate. The propagation area of multiple fractures increased with the pump rate, decreased with the cluster spacing. The strain response characteristics corresponded with the initiation and propagation of fracture, which was conducive to understanding the process of the fracturing. The test results provide a basis for optimum design of hydraulic fracturing.

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In large-scale multi-section hydraulic fracturing, the stress environment of wellbore is extreme complex, often causing the unbalanced stress distribution around the wellbore. That poses great challenges to the integrity of the sheath. In this paper, firstly, triaxial compression test and triaxial cyclic test are carried out at 130 °C to study the deformation characteristics of the cement under high temperature. Then based on that, an appropriate plastic mechanics model is established. Finally, the shakedown theory is applied to analyze the model and acquires a maximum cyclic loading under asymmetric stress. The result shows that (1) the well cement, with the increase of load, shows the plastic flow characteristics and can be regarded as an ideal elastic–plastic material under high temperature. (2) During the cyclic loading and unloading process, the "hysteresis loop" becomes denser, which indicates that the accumulation rate of plastic deformation is continuously declining. The main plastic strain appears in the phase of the first loading. (3) The external pressure Pz plays a positive role in the deformation control of the sheath. With the growth of Pz, the maximum cyclic loading Pmax will also increase. (4) Asymmetric stress distribution can significantly affect the bearing capacity of the sheath. If stress difference coefficient λ = 0.3, the Pmax tends to decrease nearly by 50%. With the growth of λ, the negative influence of stress asymmetry reduces gradually. High external pressure is beneficial to reduce the negative impact of the asymmetry. With the growth of λ, the benefit tends to enhance. (5) In engineering practice, if the geology around wellhole showcases the strong asymmetry (the value of λ is large), some steps need to be adopted to reduce the stress concentration.