The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin

IntroductionDue to the significant increase in plasticity under conditions of high temperature and pressure, the existing single brittleness evaluation methods prove inadequate for accurately characterizing the compressibility of deep shale in northeastern Sichuan, thereby severely limiting the opti...

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Main Authors: Haibo Zhao, Shujun Yin, Xuefeng Yang, Weilin Yan, Guangwu Bi, Jianliang Zhang, Zimeng Xing
Format: Article
Language:English
Published: Frontiers Media S.A. 2025-03-01
Series:Frontiers in Earth Science
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Online Access:https://www.frontiersin.org/articles/10.3389/feart.2025.1515701/full
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author Haibo Zhao
Haibo Zhao
Shujun Yin
Shujun Yin
Xuefeng Yang
Xuefeng Yang
Weilin Yan
Weilin Yan
Guangwu Bi
Guangwu Bi
Jianliang Zhang
Jianliang Zhang
Zimeng Xing
author_facet Haibo Zhao
Haibo Zhao
Shujun Yin
Shujun Yin
Xuefeng Yang
Xuefeng Yang
Weilin Yan
Weilin Yan
Guangwu Bi
Guangwu Bi
Jianliang Zhang
Jianliang Zhang
Zimeng Xing
author_sort Haibo Zhao
collection DOAJ
description IntroductionDue to the significant increase in plasticity under conditions of high temperature and pressure, the existing single brittleness evaluation methods prove inadequate for accurately characterizing the compressibility of deep shale in northeastern Sichuan, thereby severely limiting the optimal target selection and engineering modification in this region.MethodsThe focus of this paper is the deep Jurassic shale in northeastern Sichuan, studied through triaxial high-temperature and high-pressure tests, tensile tests, and X-ray diffraction experiments, which examine the mechanical properties of shale and the factors influencing them. The morphological characteristics of rock fractures under various loading conditions are analyzed, providing a standard for assessing brittleness factors and conducting a comprehensive quantitative evaluation.ResultsThe research concludes that the deep lacustrine shale exhibits traits of high elastic modulus and high Poisson’s ratio, with its brittleness largely influenced by mineral composition, the development characteristics of lamination, the degree of lamination development, and the anisotropy of the rock. Crack patterns have been analyzed to investigate the morphology of rock fractures. Through a correlation analysis of normalized rock parameters and the brittleness index derived from stress-strain curves with the fracture breakdown pressure and extension pressure observed in field fracturing, a comprehensive evaluation index has been established using the analytic hierarchy process to reflect the brittleness of deep lacustrine shale.DiscussionThis index serves effectively in characterizing the brittleness features of deep lacustrine shale, and evaluations suggest that the Liang upper section has a relatively high brittleness index and good compressibility, marking it as a key target layer for future shale gas development.
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spelling doaj-art-65b50fc2c1c84be6a3da72eff1e04a8b2025-08-20T03:02:10ZengFrontiers Media S.A.Frontiers in Earth Science2296-64632025-03-011310.3389/feart.2025.15157011515701The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan BasinHaibo Zhao0Haibo Zhao1Shujun Yin2Shujun Yin3Xuefeng Yang4Xuefeng Yang5Weilin Yan6Weilin Yan7Guangwu Bi8Guangwu Bi9Jianliang Zhang10Jianliang Zhang11Zimeng Xing12State Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaState Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaState Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaState Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaState Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaState Key Laboratory of Continental Shale Oil, Daqing, ChinaExploration and Development Research Institute of PetroChina Daqing Oilfield Co., Ltd., Daqing, ChinaCollege of Energy (College of Modern Shale Gas Industry), Chengdu University of Technology, Chengdu, ChinaIntroductionDue to the significant increase in plasticity under conditions of high temperature and pressure, the existing single brittleness evaluation methods prove inadequate for accurately characterizing the compressibility of deep shale in northeastern Sichuan, thereby severely limiting the optimal target selection and engineering modification in this region.MethodsThe focus of this paper is the deep Jurassic shale in northeastern Sichuan, studied through triaxial high-temperature and high-pressure tests, tensile tests, and X-ray diffraction experiments, which examine the mechanical properties of shale and the factors influencing them. The morphological characteristics of rock fractures under various loading conditions are analyzed, providing a standard for assessing brittleness factors and conducting a comprehensive quantitative evaluation.ResultsThe research concludes that the deep lacustrine shale exhibits traits of high elastic modulus and high Poisson’s ratio, with its brittleness largely influenced by mineral composition, the development characteristics of lamination, the degree of lamination development, and the anisotropy of the rock. Crack patterns have been analyzed to investigate the morphology of rock fractures. Through a correlation analysis of normalized rock parameters and the brittleness index derived from stress-strain curves with the fracture breakdown pressure and extension pressure observed in field fracturing, a comprehensive evaluation index has been established using the analytic hierarchy process to reflect the brittleness of deep lacustrine shale.DiscussionThis index serves effectively in characterizing the brittleness features of deep lacustrine shale, and evaluations suggest that the Liang upper section has a relatively high brittleness index and good compressibility, marking it as a key target layer for future shale gas development.https://www.frontiersin.org/articles/10.3389/feart.2025.1515701/fulldeep shalebrittleness assessmenttensile testingrock mechanicsfactors influencing
spellingShingle Haibo Zhao
Haibo Zhao
Shujun Yin
Shujun Yin
Xuefeng Yang
Xuefeng Yang
Weilin Yan
Weilin Yan
Guangwu Bi
Guangwu Bi
Jianliang Zhang
Jianliang Zhang
Zimeng Xing
The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
Frontiers in Earth Science
deep shale
brittleness assessment
tensile testing
rock mechanics
factors influencing
title The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
title_full The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
title_fullStr The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
title_full_unstemmed The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
title_short The influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness: a case study of Jurassic lacustrine shale reservoirs in Northeast Sichuan Basin
title_sort influence of heterogeneity of lacustrine shale facies on rock mechanical properties and brittleness a case study of jurassic lacustrine shale reservoirs in northeast sichuan basin
topic deep shale
brittleness assessment
tensile testing
rock mechanics
factors influencing
url https://www.frontiersin.org/articles/10.3389/feart.2025.1515701/full
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