Coupling Relationship between Lithofacies and Brittleness of the Shale Oil Reservoir: A Case Study of the Shahejie Formation in the Raoyang Sag

Analyzing the characteristics of rock brittleness in low-permeability mudstone and shale (MS) formations is imperative for efficient hydraulic fracturing stimulation. Rock brittleness depends on the mineral composition, organic matter abundance, and bedding structure. Based on the MS from Shahejie Formation mineral composition (clay mineral, felsic mineral, and calcareous mineral contents), total organic content, and bedding structure (laminated, laminar, and massive), six types of lithofacies were identified: clay-rich MS, felsic-rich MS, calcareous-rich MS, clay MS, felsic MS, and calcareous MS. The quartz, feldspar, calcite, and dolomite of the Shahejie Formation are brittle minerals. Consequently, lithofacies with high felsic and calcareous mineral contents are more brittle. In addition, laminated and laminar MS are also conducive to hydraulic fracturing. Therefore, laminated, organic-rich, and calcareous-rich MS are the dominant lithofacies for hydraulic fracturing in the Shahejie Formation. The lithofacies and brittleness index were predicted by the response characteristics between mineral compositions and logging curves. The 3521–3552 m section of well B11x is dominated by calcareous-rich MS with developed laminae, representing a favorable section for hydraulic fracturing. Fragile minerals and oil are widely developed in the lower part of the lower 1st member of the Shahejie Formation (Es1L) in the southwestern part of Zhaohuangzhuang-Suning, where hydraulic fracturing can be used to increase shale oil production.

The Control of Diagenesis and Mineral Assemblages on Brittleness of Mudstones

The variation in mineral composition will affect the rock brittleness, thus the change of mineral assemblages during diagenesis has a potential control on the brittleness of mudstones. In this study, thin section, X-ray diffraction (XRD), and Scanning Electron Microscope (SEM) analyses were used to investigate compositional and microscopic features of mudstones. With the enhancement of diagenesis, three mineral assemblages were divided due to the diagenetic evolution of minerals. Quartz, feldspar, dolomite, chlorite, and illite were regarded as brittle minerals and (quartz + feldspar + dolomite + illite + chlorite)/(detrital mineral + carbonate + clay mineral) was defined as the brittleness evaluation index The mudstone brittleness changed slightly during early diagenesis but increased gradually with enhancement of diagenesis in the late diagenesis stage. Quartz and feldspar were scattered above the clay matrix and the contact of grains was limited, therefore, the contribution of detrital minerals to the brittleness was affected by the properties of clay minerals. The diagenetic transformation of clay minerals resulted in the reduction of ductile components (smectite/I-Sm and kaolinite) and increase of brittle components (illite and chlorite), leading to the enhancement of integral rigidity of the mudstones. Meanwhile, the improved crystallization of carbonate in late diagenesis stage enlarged the carbonate grains which resulted in rigid contact between grains. These results highlighted the influence of diagenesis on mudstone brittleness. Therefore, for evaluation of mudstone brittleness, attention should be paid to the diagenesis process besides mineral composition.

Effect of Temperature and Strain Rate on the Brittleness of China Sandstone

To quantitatively study the influence of temperature and strain rate on the brittleness of sandstone, the mechanical parameters of sandstone under different temperatures and strain rates are collected from the previous literature, and two empirical equations for calculating rock brittleness are used to quantitatively calculate and evaluate the brittleness of sandstone. The results show that both BI1 and BI2 can characterize the brittleness of sandstone, but the applicable conditions are different. The BI1 method is more accurate in calculating the variation in the sandstone brittleness with a strain rate, while the BI2 method is more accurate in calculating its variation with temperature. The brittleness of sandstone increases with the increase in the strain rate, especially when the strain rate exceeds 100 s-1. Under low-temperature conditions, the strength and brittleness of rocks increase due to the strengthening of ice. Under the condition of high temperature, the thermal damage to sandstone is intensified after 400°C, and the quartz phase changes after 600°C, which leads to the increase in microcrack density and the decrease in brittleness of sandstone. The conditions of low temperature and high strain rate are beneficial to the enhancement of sandstone brittleness.

A New Rock Brittleness Evaluation Method Based on the Complete Stress-Strain Curve

Brittleness is a crucial parameter of rock mass and the key indicator in rock engineerings, such as rockburst prediction, tunnelling machine borehole drilling, and hydraulic fracturing. To solve the problem of using present brittleness indexes, the existing rock brittleness indexes were firstly summarised in this paper. Then, a brittleness index (BL), which considers the ratio of stress drop rate and stress increase rate and the peak stress, was proposed. This new index has the advantage of simplifying the acquisition of key parameters and avoiding dimensional problems, as well as taking the complete stress-strain curves into account. While applying the BL, the peak strain is used to describe the difficulty of brittle failure before the peak point, and the ratio of stress drop to strain increase can reflect the stress drop rate without dimension problem. In order to verify the applicability of BL, through the PFC2D, the microparameters and confining pressure were changed to model different types of rock numerical specimens and different stress condition. The results show that the BL can well reflect and classify the brittleness characteristics of different rock types and characterise the constraint of confining pressure on rock brittleness. Moreover, the influence of microparameter on macroparameter was studied. In order to further verify the reliability of the brittleness index (BL), this study conducted uniaxial and triaxial compression tests (30 MPa) on marble, sandstone, limestone, and granite under different confining pressure.

An Evaluation Method of Rock Brittleness Based on the Prepeak Crack Initiation and Postpeak Stress Drop Characteristics

Recent research shows that the brittleness of rock is closely related to the initiation and propagation of internal microcracks, but there are few brittleness evaluation indices considering the characteristics of rock initiation. Based on the theoretical analysis of brittleness and the characteristics of rock initiation, this study proposes an evaluation method of rock brittleness based on the prepeak crack initiation and postpeak stress drop characteristics. First, based on the description and definition of brittleness by George Tarasov and Potvin et al., the feasibility of an evaluation method based on the prepeak crack initiation and postpeak stress drop is theoretically analyzed. Second, the component Bi representing the prepeak brittleness of rock and component Bii representing the prepeak brittleness of rock are constructed, and the product of the two is the brittleness index BI, representing the prepeak crack initiation and postpeak stress drop. Finally, experimental tests of granite and marble were conducted to evaluate the new index, and the brittleness indices of different methods are calculated and compared. The results show that, like other brittleness indices (B1∼B5), the brittleness index BI can effectively reflect the effects of different confining pressures and loading modes on rock brittleness. The brittleness of marble decreases with increasing confining pressure from 5 MPa to 35 MPa. At a confining pressure of 5 MPa, the brittleness of granite during a triaxial unloading test is greater than that during a triaxial compression test. The calculated results are consistent with the experimental results. By tests and comparison results, the reliability of this evaluation method was verified, which provides a way to evaluate rock brittleness from the perspective of crack initiation and is helpful to enrich the analysis and evaluation of rock brittleness in the laboratory.

Investigation on the Anisotropy of Mechanical Properties and Brittleness Characteristics of Deep Laminated Sandstones

Rock brittleness is a crucial mechanical property and essential for fracability evaluation and fracturing scheme design in unconventional reservoirs. However, the influence of inherent anisotropy on deep laminated sandstone’s mechanical properties and brittleness characteristics is rarely investigated. The energy transformation and damage evolution reflected by complete stress-strain curves are analyzed during the entire process of rock rupture under compressions. A new brittleness index is established based on energy evolution during sandstone failure. Its advantages involve comprehensively considering the energy transformation characteristics at both pre-peak and post-peak stages and the capability to characterize the effect of confining pressure and bedding plane (BP) geometry on sandstone brittleness. The triaxial compression tests on sandstones are conducted to validate the reliability and accuracy of the new brittleness index. Numerical simulations are then performed to further investigate the manner in which BP angle, BP density, and confining pressure control the brittleness anisotropy of deep laminated sandstones based on the finite element method. Then the acoustic emission (AE) characteristics of anisotropic sandstone and correlations between AE mode and brittleness index are discussed. The results indicated that the anisotropy of mechanical properties and brittleness of deep laminated sandstones were significantly affected by BP angle, BP density, and confining pressure. With the increase of BP angle, the brittleness index of deep laminated sandstone decreases first and then increases, showing a U-shape variation law, whose maximum and minimum values are obtained at φ =0° and φ =45°, respectively. The AE characteristics were closely related to rock brittleness, which was jointly controlled by BP geometry and confining pressure. The results provide a basis for the brittleness and fracability evaluation and optimum hydraulic fracturing design in deep laminated sandstones.

Rockburst Hazard Prediction in Underground Projects Using Two Intelligent Classification Techniques: A Comparative Study

Rockburst is a complex phenomenon of dynamic instability in the underground excavation of rock. Owing to the complex and unclear rockburst mechanism, it is difficult to accurately predict and reasonably assess the rockburst potential. With the increasing availability of case histories from rock engineering and the advancement of data science, the data mining algorithms provide a good way to predict complex phenomena, like rockburst potential. This paper investigates the potential of J48 and random tree algorithms to predict the rockburst classification ranks using 165 cases, with four parameters, namely maximum tangential stress of surrounding rock, uniaxial compressive strength, uniaxial tensile strength, and strain energy storage index. A comparison of developed models’ performances reveals that the random tree gives more reliable predictions than J48 and other empirical models (Russenes criterion, rock brittleness coefficient criterion, and artificial neural networks). Similar comparisons with convolutional neural network resulted at par performance in modeling the rockburst hazard data.

Numerical Simulation of Unstable Rock Failure Mechanisms Through Analysis of Energy Transformations

For rock specimen in uniaxial compression, the energy transformations from elastic strain energy in both the rock and the loading system to plastic strain work in the rock can be identified with the changes in these energy components, whose rates are also useful indicators for distinguishing stable and unstable rock failure. In this study, the influences of the loading system stiffness (LSS), the rock stiffness and the rock brittleness on rock failure modes are examined. The observed energy transformations during rock failure in numerical models are interpreted from an energy perspective. The results show that unstable rock failure tends to occur in rock with large brittleness and small stiffness under a soft loading system. A low LSS and rock stiffness will increase the magnitude of stored elastic strain energy before rock failure, while a brittle rock requires less elastic strain energy to be converted plastic strain work than a ductile rock during its failure. This energy-based approach is useful for investigating potential unstable rock failures that could ultimately be applied to analyze complex mine-scale rockburst cases.