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Complex bedding properties and in situ stress conditions of shale formation lead to complex hydraulic fracturing morphologies. However, due to the limitations of traditional numerical methods, the simulation of hydraulic fracturing in shale formation still needs further development. Based on this, the liquid–solid interaction modes and the SPH governing equations considering liquid–solid interaction force have been introduced. The smoothing kernel function in the traditional SPH method is improved by introducing the fracture mark ξ, which can realize the simulation of rock hydraulic fracturing processes. The stress boundary of the SPH method is applied by stress mapping of "stress particles", and the feasibility and correctness of the method are verified by two numerical examples. Then, the simulation of hydraulic fracturing processes of bedding shale formations are carried out. With the increase of horizontal stress ratio, the total number of damaged particles decreases, but the initiation and extension pressure increase gradually. The initiation stress of small bedding dip angles (θ < 45°) is larger than that of big bedding dip angles (θ > 45°). The hydraulic fracture propagation range at low horizontal stress ratio is wider and the fracture is along the direction of maximum principal stress, while the hydraulic fracture propagation range at high horizontal stress ratio is limited to the perforation. The hydraulic fracture will propagate through the bedding with small dip angles. However, when the bedding dip angle is larger, the hydraulic fracture will propagate along the bedding direction. [ABSTRACT FROM AUTHOR]

CO2 pre-injection fracturing is a promising technology for shale reservoirs development, with multiple advantages for improving the complexity of fractures, the production of crude oil, and the sequestration of CO2. Previous research mostly focused on the CO2 effect on macroscopic mechanical properties of shale. However, there are many phenomena closely related to shale micro mechanical behavior. Therefore, this study presents a systematic investigation into the effects of CO2 on both macro and micro mechanical properties, as well as pore-fracture structures during CO2 pre-injection fracturing in shale reservoirs. The results show that CO2 can significantly decrease the tensile strength, uniaxial compressive strength, and elastic modulus of shale. With the increasing CO2 treatment time, the macro mechanical properties of shale decrease gradually. The microscopic experiments show that this significant decrease may be due to two mechanisms. The first is the significant decrease in the micro-mechanical properties of shale. The results of indentation analysis show that the microscopic elastic modulus and hardness of shale decrease by 51.3% and 63.3% after CO2 treatment. The second is the changes of the original shale framework. Pore-fractures structure analysis showed that after CO2 treatment, a large number of dissolution pores are generated in the shale matrix. Meanwhile, there are propagation of original fractures and opening of structural weak planes, which lead to the form of new fractures. Under the action of these two mechanisms, the macro mechanical strength of shale is reduced significantly. Therefore, in the field application, proper soaking following CO2 injection could lead to a significant overall reduction in mechanical strength, potentially lowering formation breakdown pressure, easing the requirements for treatment equipment, and enhancing fracturing effects. [ABSTRACT FROM AUTHOR]

Hydraulic fracturing of shale reservoirs is one of the important technologies in the oil and gas industry. To ensure the safe operation of oil and gas recovery, it is important to study the shale-fluid interactions on the geomechanical behavior of shale. This study investigated the effect of fracturing fluid treatment on the mechanical and elastic properties of the Mowry Shale formation, Wyoming, USA. Cylindrical Mowry Shale specimens with a diameter of 12.5 mm collected from the United States Geological Survey (USGS) and School of Energy Resources (SER) of the University of Wyoming were treated with brine and brine + stimulation fluid for one month each at pressures of 9 and 11.7 MPa and temperatures of 96 and 66 °C, respectively. Triaxial compression experiments were conducted on the specimens. Results showed that all Mowry Shale specimens experienced an increase in maximum volumetric strain with the increase in effective confining pressure (Pd). Regardless of aging fluids, the maximum deviatoric stress (Δσd) of most Mowry Shale specimens increases with the increase in Pd. At a lower Pd, the USGS specimen aged with brine and stimulation fluid exhibits higher maximum Δσd than those aged with brine only. However, at a higher Pd, the USGS specimen aged with brine exhibits a higher maximum Δσd. SER specimens aged with brine and stimulation fluid exhibit higher maximum Δσd values than those aged with brine for all three Pd values. Regardless of the aging fluids, most USGS specimens experience a brittle failure mode, while SER specimens aged with brine and stimulation fluid experienced a more ductile behavior. [ABSTRACT FROM AUTHOR]

Abstract Hydraulic fracturing of shale reservoirs is one of the important technologies in the oil and gas industry. To ensure the safe operation of oil and gas recovery, it is important to study the shale-fluid interactions on the geomechanical behavior of shale. This study investigated the effect of fracturing fluid treatment on the mechanical and elastic properties of the Mowry Shale formation, Wyoming, USA. Cylindrical Mowry Shale specimens with a diameter of 12.5 mm collected from the United States Geological Survey (USGS) and School of Energy Resources (SER) of the University of Wyoming were treated with brine and brine + stimulation fluid for one month each at pressures of 9 and 11.7 MPa and temperatures of 96 and 66 °C, respectively. Triaxial compression experiments were conducted on the specimens. Results showed that all Mowry Shale specimens experienced an increase in maximum volumetric strain with the increase in effective confining pressure (P d ). Regardless of aging fluids, the maximum deviatoric stress (Δσ d) of most Mowry Shale specimens increases with the increase in P d . At a lower P d , the USGS specimen aged with brine and stimulation fluid exhibits higher maximum Δσd than those aged with brine only. However, at a higher P d , the USGS specimen aged with brine exhibits a higher maximum Δσd. SER specimens aged with brine and stimulation fluid exhibit higher maximum Δσd values than those aged with brine for all three P d values. Regardless of the aging fluids, most USGS specimens experience a brittle failure mode, while SER specimens aged with brine and stimulation fluid experienced a more ductile behavior.

Shale oil resources are abundant, but reservoirs exhibit strong heterogeneity with extremely low porosity and permeability, and their development is challenging. Carbon dioxide (CO2) injection technology is crucial for efficient shale oil development. When CO2 is dissolved in reservoir formation water, it undergoes a series of physical and chemical reactions with various rock minerals present in the reservoir. These reactions not only modify the reservoir environment but also lead to precipitation that impacts the development of the oil reservoir. In this paper, the effects of water–rock interaction on core porosity and permeability during CO2 displacement are investigated by combining static and dynamic tests. The results reveal that the injection of CO2 into the core leads to reactions between CO2 and rock minerals upon dissolution in formation water. These reactions result in the formation of new minerals and the obstruction of clastic particles, thereby reducing core permeability. However, the generation of fine fractures through carbonic acid corrosion yields an increase in core permeability. The CO2–water–rock reaction is significantly influenced by the PV number, pressure, and temperature. As the injected PV number increases, the degree of pore throat plugging gradually increases. As the pressure increases, the volume of larger pore spaces gradually decreases, resulting in an increase in the degree of pore blockage. However, when the pressure exceeds 20 MPa, the degree of carbonic acid dissolution will be enhanced, resulting in the formation of small cracks and an increase in the volume of small pores. As the temperature reaches the critical point, the degree of blockage of macropores gradually increases, and the blockage of small pores also occurs, which eventually leads to a decrease in core porosity. [ABSTRACT FROM AUTHOR]

Complex bedding properties and in situ stress conditions of shale formation lead to complex hydraulic fracturing morphologies. However, due to the limitations of traditional numerical methods, the simulation of hydraulic fracturing in shale formation still needs further development. Based on this, the liquid–solid interaction modes and the SPH governing equations considering liquid–solid interaction force have been introduced. The smoothing kernel function in the traditional SPH method is improved by introducing the fracture mark ξ, which can realize the simulation of rock hydraulic fracturing processes. The stress boundary of the SPH method is applied by stress mapping of “stress particles”, and the feasibility and correctness of the method are verified by two numerical examples. Then, the simulation of hydraulic fracturing processes of bedding shale formations are carried out. With the increase of horizontal stress ratio, the total number of damaged particles decreases, but the initiation and extension pressure increase gradually. The initiation stress of small bedding dip angles (θ < 45°) is larger than that of big bedding dip angles (θ > 45°). The hydraulic fracture propagation range at low horizontal stress ratio is wider and the fracture is along the direction of maximum principal stress, while the hydraulic fracture propagation range at high horizontal stress ratio is limited to the perforation. The hydraulic fracture will propagate through the bedding with small dip angles. However, when the bedding dip angle is larger, the hydraulic fracture will propagate along the bedding direction.

CO2 pre-injection fracturing is a promising technology for shale reservoirs development, with multiple advantages for improving the complexity of fractures, the production of crude oil, and the sequestration of CO2. Previous research mostly focused on the CO2 effect on macroscopic mechanical properties of shale. However, there are many phenomena closely related to shale micro mechanical behavior. Therefore, this study presents a systematic investigation into the effects of CO2 on both macro and micro mechanical properties, as well as pore-fracture structures during CO2 pre-injection fracturing in shale reservoirs. The results show that CO2 can significantly decrease the tensile strength, uniaxial compressive strength, and elastic modulus of shale. With the increasing CO2 treatment time, the macro mechanical properties of shale decrease gradually. The microscopic experiments show that this significant decrease may be due to two mechanisms. The first is the significant decrease in the micro-mechanical properties of shale. The results of indentation analysis show that the microscopic elastic modulus and hardness of shale decrease by 51.3% and 63.3% after CO2 treatment. The second is the changes of the original shale framework. Pore-fractures structure analysis showed that after CO2 treatment, a large number of dissolution pores are generated in the shale matrix. Meanwhile, there are propagation of original fractures and opening of structural weak planes, which lead to the form of new fractures. Under the action of these two mechanisms, the macro mechanical strength of shale is reduced significantly. Therefore, in the field application, proper soaking following CO2 injection could lead to a significant overall reduction in mechanical strength, potentially lowering formation breakdown pressure, easing the requirements for treatment equipment, and enhancing fracturing effects.

Wellbore instability is always inevitable in shale formation due to hydration, swelling, and dispersion of clay, especially when using water-based drilling fluids (WBDFs). To mitigate the wellbore instability of shale formation and avoid correlative detriments such as formation damage, various nano-silica particles (nano-SiO2) were employed to plug the nano-sized pores, inhibit water invasion into shale, and prevent shale swelling. Firstly, the influence of various nano-SiO2 on rheological and filtration properties of a set WBDF was evaluated. Then, the linear swelling test, shale recovery test, zeta potential test, imbibition test, contact angle measurement, scanning electron microscopy (SEM) observation, and computed tomography (CT) analysis were conducted to assess the characteristic of nano-SiO2. Experimental results showed that solid phase nano-SiO2 could dramatically increase the viscosity and yield point while liquid phase nano-SiO2 only caused small fluctuations on these parameters. Besides, hydrophobic nano-SiO2 displayed better filtration performance than hydrophilic nano-SiO2. On the whole, the hydrophobic nano-SiO2 dispersion, called as nano-2, showed the best performance in WBDFs. Furthermore, nano-2 exhibited better inhibition than hydrophilic nano-SiO2, KCl, and polyether amine (PA). Mechanism analysis demonstrated that nano-2 could improve the hydrophobic degree of shale surface and prevent water from contacting with the shale. Meanwhile, nano-2 plugged the pores and throats in the shale. As a consequence, water in the drilling fluid was prevented from invading the shale, and the shale was inhibited. Nano-2 could form a thin barrier in the surface of shale, and mitigate the damage degree of shale cores after perforation operation. As a result, nano-2 displayed great potential to stabilize shale and protect formation in WBDFs.

Hydraulic fracturing is an indispensable technology for the development of shale oil and shale gas. Knowing the changes in the rock mechanical properties and failure modes during hydraulic fracturing is the key to improving the efficiency of hydraulic fracturing. Based on experiments and simulations, it can be concluded that the injection of fracturing fluid in the hydraulic fracturing caused deformation of the fracture surface, and the rock mechanical properties experienced degradation with a maximum reduction in the rock mechanical properties of 44.24%. As indicated in the experiments, the displacement of the measurement point was decreased with the distance increase between the injection point and the measurement point. According to the numerical simulations, tensile failure is the main failure mode in hydraulic fracturing, but the percentage of shear failure had an obvious increase with the increase in distance between the injection point and the measurement point. Comparing DDS #1 and DDS #5, the DDS #5 measurement point was farther away from the injection point, and the average percentage of shear failure increased from 21.94 to 52.72%. Meanwhile, the increase in the branch fractures also caused shear failure to occur. Comparing Sample 1 and Sample 3, in Sample 3, which had more branch fractures, the average percentage of shear failure increased from 33.12 to 37.58%. Due to the porous medium of the reservoir rock, the enormous pressure generated during the injection of fracturing fluid caused significant deformation of the fracture surface, leading to the tensile failure of the rock. The displacement of the fracture surface caused by the fracturing fluid injection also led to the deformation of the pore throat structure; thus, the shear failure increased when the measurement point was away from the injection point. [ABSTRACT FROM AUTHOR]

Wellbore instability is the primary technical problem that restricts the low-cost drilling of long-interval horizontal wells in the shale formation of the Jidong Oilfield. Based on the evaluation of the mineral composition, structure and physicochemical properties of shale, this paper investigates the mechanical behavior and instability characteristics of shale under fluid action by combining theoretical analysis, experimental evaluation and numerical simulation. Due to the existence of shale bedding and microcracks, the strength of shale deteriorates after soaking in drilling fluid. The conductivity of the weak surface of shale is much higher than that of the rock matrix. The penetration of drilling fluid into the formation along the weak surface directly reduces the strength of the structural surface of shale, which is prone to wellbore collapse. The collapse pressure of the shale formation in the Nanpu block of the Jidong oilfield was calculated. The well inclination angle, azimuth angle and drilling fluid soaking time were substituted in the deterioration model of rock mechanics parameters, and the safe drilling fluid density of the target layer was given. This work has important guiding significance for realizing wellbore stability and safe drilling of hard brittle shale in the Jidong Oilfield. [ABSTRACT FROM AUTHOR]

Shale oil resources are abundant, but reservoirs exhibit strong heterogeneity with extremely low porosity and permeability, and their development is challenging. Carbon dioxide (CO2) injection technology is crucial for efficient shale oil development. When CO2 is dissolved in reservoir formation water, it undergoes a series of physical and chemical reactions with various rock minerals present in the reservoir. These reactions not only modify the reservoir environment but also lead to precipitation that impacts the development of the oil reservoir. In this paper, the effects of water–rock interaction on core porosity and permeability during CO2 displacement are investigated by combining static and dynamic tests. The results reveal that the injection of CO2 into the core leads to reactions between CO2 and rock minerals upon dissolution in formation water. These reactions result in the formation of new minerals and the obstruction of clastic particles, thereby reducing core permeability. However, the generation of fine fractures through carbonic acid corrosion yields an increase in core permeability. The CO2–water–rock reaction is significantly influenced by the PV number, pressure, and temperature. As the injected PV number increases, the degree of pore throat plugging gradually increases. As the pressure increases, the volume of larger pore spaces gradually decreases, resulting in an increase in the degree of pore blockage. However, when the pressure exceeds 20 MPa, the degree of carbonic acid dissolution will be enhanced, resulting in the formation of small cracks and an increase in the volume of small pores. As the temperature reaches the critical point, the degree of blockage of macropores gradually increases, and the blockage of small pores also occurs, which eventually leads to a decrease in core porosity.

Horizontal drilling and multistage hydraulic fracturing applied in shale formations over the past decade. The operators are trying even closer cluster spacing to increase the initial rate, but it is at the expense of higher operation costs and complexity. This study presents an integrated workflow to investigate the effect of cluster interference on well performance. Analytical rate transient analysis (RTA) was combined with reservoir numerical simulation to calculate the effective fracture surface area (ACe) for hydrocarbon production. A proxy model was built to estimate the effective to actual stimulated fracture area ratio as a function of completion and reservoir parameters. The integrated workflow was applied to actual field data for two shale gas wells. An economic study was conducted to investigate the optimum spacing based on the well profitability. The well with a higher stage number and tighter cluster spacing had high cluster interference with a low ACe/ACa ratio. The well will drain the production area near the wellbore faster with a high initial production rate but with high production declining rate. Increasing the cluster spacing, with the same injected proppant volume, showed an increase in the ACe/ACa ratio, and a decrease in cluster interference. A lower initial rate was observed with a low production declining rate. Economic study showed optimum spacing of 60 ft based on the formation properties, capital cost, and gas price. As the interest rate, gas prices, and increases or low capital costs, the optimum completion tends to be with the tighter spacing to accelerate the production. [ABSTRACT FROM AUTHOR]

In this study, super-amphiphobic nano-silica nanoparticles (SA-NPs) were used to enhance the shale stabilization performance of water-based drilling fluids (WBDFs) by altering the surface wettability, preventing the capillary self-priming effect, and plugging the nano-micro pores of shale. The results of transmission electron microscopy, particle size distribution, and scanning electron microscopy characterization revealed that SA-NPs exhibited a nanoscale “coalesce” structure, which is composed of spherical particles joined together, and could form a nano-papillary structure on the shale surface. Due to the presence of nano-micro scale rough structures and ultra-low surface energy components, the shale treated by SA-NPS exhibited super-amphiphobic surface property in the contact angle test. Contact angles of water and hexadecane on the shale surface reached up to 154.13° and 151.34° after being treated with SA-NPs, respectively. Furthermore, the addition of 1% SA-NPs in WBDFs could reduce the linear swelling rate from 40.5 to 6.0%, increase the shale cuttings recovery percentages from 82.5 to 95.6%, increase the plugging rate of low permeability shale core from 81.25 to 94.00%, and raise the high-temperature and high-pressure uniaxial compressive strength from 3.45 to 4.87 MPa. Compared with the polyether amine and fumed nano-silica, the addition of SA-NPs produced the best performance. Based on the excellent shale stabilization performance of SA-NPs, a high-performance WBDF was developed and applied in Dagang Oilfield. During the drilling operation， no wellbore instability, sticking, and other complex situations occurred. The results indicate that SA-NPs could better address the issue of wellbore instability in shale formations and have a great application prospect in shale well drilling.

Drilling fluid loss is an important factor restricting oil and gas production. The development of pores and micro-fractures in shale formations is the main cause of drilling fluid loss. In this study, silane coupling agent modified nano-SiO 2 was used as the rigid core, and N-isopropylacrylamide and 2-hydroxyethyl methacrylate were used as the flexible outer shell. The temperature-sensitive blocking agent PKSHN was synthesized by inverse microemulsion polymerization method. PKSHN was analyzed and tested through Fourier transform infrared spectroscopy, simultaneous thermal analysis, transmission electron microscopy, dynamic laser scattering and other methods. The results show that PKSHN can achieve a hydrophilic/hydrophobic transition under the response temperature, with a median particle size of 189.35 nm, which can form a hydrophobic layer on the shale surface and reduce fluid intrusion into the shale formation. This study tested the performance of three drilling fluids with different densities by adjusting the amount of weighting agent. The results showed that the high-temperature and high-pressure filter losses of the three different densities of drilling fluids were all less than 10 mL. The addition of PKSHN can effectively reduce fluid loss. The rolling recovery experiment and linear expansion experiment show that after aging for 16 h at 150 °C, the rolling recovery rate is above 90 % and the linear expansion rate is below 7 %, indicating that the addition of PKSHN can effectively control the hydration expansion of shale. [Display omitted] [ABSTRACT FROM AUTHOR]

To provide a better alternative to the current shale inhibitors, this paper designs a novel aluminum-based shale inhibitor by complexing aluminum with humic acid (HA), which is expected to enhance wellbore stability in drilling. Firstly, the alkali dissolution and acid precipitation (ADAP) method was chosen to extract HA from lignite from Shanxi and Yunnan, China. Next, the complexation conditions for aluminum-humic acid (Al-HA) were optimized through orthogonal tests, including reaction ratio, temperature, time, and pH. The best complexation conditions for Al-HA-1 were determined as pH = 5.0, HA/NaAlO2 = 7/3, T = 75℃, time = 30 min, and those for Al-HA-2 as pH = 10.0, HA/ NaAlO2 = 3/7, T = 65℃, and time = 30 min. Further, several tests were conducted to evaluate the inhibition performance of our inhibitors. The results show that the hot rolling recovery of shale sample in 1.2 wt% Al-HA-2 solution was up to 90.52% after hot rolling for 16 h at 120℃; the linear swelling rate of artificial bentonite core in 1.2 wt% Al-HA-2 solution was merely 20.38% after 16 h. The inhibition mechanism of Al-HA mainly consists of flocculation on shale surface and chemical reverse osmosis. Both phenomena suppress filtrate intrusion and reduce pore pressure transmission. These superior properties make the proposed inhibitors a promising choice for wellbore stabilization, especially in shale oil/gas formations.

Abstract Hydraulic fracturing is often used in unconventional shale reservoirs, and 50%–95% of the injected hydraulic fracturing fluid remains in the formation due to the capillary effect. This phenomenon has been observed in the Montney shale formation, Canada, where the flowback water recovery is generally less than 25%. Surfactant is one of the hydraulic fracturing fluid additives for reducing surface tension and capillary forces to facilitate water flowback recovery. Surfactant loss due to adsorption by the reservoir rocks reduces the chemical’s efficiency, and this causes water retention in the formation and reduces water flowback recovery. The compatibility of surfactant with reservoir rock is critical to minimize surfactant adsorption on the rock surface because this diminishes the primary function of the surfactant hydraulic fracturing fluid additive and to ensure cost-effectiveness. This study evaluates surfactant efficiency to improve flowback recovery for the Montney shale formation based on IFT, surface tension, and adsorption. This study evaluates surfactant performance and performs a fluid–fluid interaction experiment and fluid-rock compatibility investigation. Several commercial surfactants are screened for low interfacial tension and surface tension. Further analysis is carried out by evaluating the fluid-rock compatibility using the static soaking test at reservoir pressure and temperature. The pre-soaking and post-soaking test fluids were analyzed for water composition, liquid–liquid interfacial tension, surface tension, and pH. Results showed that the selected surfactant is a critical determiner of the hydraulic fracturing fluid performance. SOLOTERRA 938 is an anionic surfactant that has good compatibility with Montney shale formation. Unlike other non-ionic surfactants, SOLOTERRA 938 retains the interfacial tension and surface tension after seven days of interaction with reservoir rock. The interfacial tension remained unchanged at 0.1 mN/m. The surface tension decreased from 28.4 to 27.5 mN/m with air and from 21.7 to 20.8 mN/m with hydrocarbon because surfactant behavior changes with pH change. The surfactant concentration was measured using high-pressure liquid chromatography, and the loss was 12% after seven days of interaction with the reservoir rock (from 0.1 to 0.088wt%). The adsorption calculated based on the concentration volume showed a low value of between 0.43 and 0.97 mg/g rock.

Wellbore instability is the primary technical problem that restricts the low-cost drilling of long-interval horizontal wells in the shale formation of the Jidong Oilfield. Based on the evaluation of the mineral composition, structure and physicochemical properties of shale, this paper investigates the mechanical behavior and instability characteristics of shale under fluid action by combining theoretical analysis, experimental evaluation and numerical simulation. Due to the existence of shale bedding and microcracks, the strength of shale deteriorates after soaking in drilling fluid. The conductivity of the weak surface of shale is much higher than that of the rock matrix. The penetration of drilling fluid into the formation along the weak surface directly reduces the strength of the structural surface of shale, which is prone to wellbore collapse. The collapse pressure of the shale formation in the Nanpu block of the Jidong oilfield was calculated. The well inclination angle, azimuth angle and drilling fluid soaking time were substituted in the deterioration model of rock mechanics parameters, and the safe drilling fluid density of the target layer was given. This work has important guiding significance for realizing wellbore stability and safe drilling of hard brittle shale in the Jidong Oilfield.

Based on the comprehensive analysis of wellbore characteristics in a deep shale gas field, the in-situ stress state of the shale reservoir was assessed in this study for the Longmaxi formation in the Dingshan area, Southwestern China. The data obtained from hydraulic fracturing, drilling-induced fractures, and in-situ core testing were used to determine the magnitude and direction of the maximum principal horizontal stress in five wells. Besides, hydraulic fracturing and cross-multipole array acoustic logging (XMAC) were employed to determine the vertical variation of the in-situ stress. Based on the logging interpretation and mechanical test results, the spatial distribution of rock mechanical parameters in the Dingshan area was assessed by the amplitude variation versus offset (AVO) seismic inversion. A 3D heterogeneous mechanical inversion model was realized via the ANSYS and CATIA3D finite element software packages, providing the area in-situ stress field simulation. The depth, fault strike, and position change effects on the main stress, horizontal stress difference, and horizontal stress difference coefficient were numerically simulated. The results show that the maximum principal stress azimuth was mainly concentrated in the NE20°-NE80° sector. Moreover, the development zone of natural fractures was related to the area with the highest principal stress differences. The maximum principal stress variation in the study area was mainly in the compressive range from −135 to −45 MPa, gradually increasing from east to west and south to north. The stress type mainly depended on the depth, fault strike, and rock mechanical parameters, while the stress difference and stress difference coefficient near the fault structure were relatively small. This study’s findings are considered instrumental in improving the borehole stability, determining the casing setting point, and optimizing the well location in deep shale reservoirs with similar geological conditions.

To provide a better alternative to the current shale inhibitors, this paper designs a novel aluminum-based shale inhibitor by complexing aluminum with humic acid (HA), which is expected to enhance wellbore stability in drilling. Firstly, the alkali dissolution and acid precipitation (ADAP) method was chosen to extract HA from lignite from Shanxi and Yunnan, China. Next, the complexation conditions for aluminum-humic acid (Al-HA) were optimized through orthogonal tests, including reaction ratio, temperature, time, and pH. The best complexation conditions for Al-HA-1 were determined as pH = 5.0, HA/NaAlO 2 = 7/3, T = 75℃, time = 30 min, and those for Al-HA-2 as pH = 10.0, HA/ NaAlO 2 = 3/7, T = 65℃, and time = 30 min. Further, several tests were conducted to evaluate the inhibition performance of our inhibitors. The results show that the hot rolling recovery of shale sample in 1.2 wt% Al-HA-2 solution was up to 90.52% after hot rolling for 16 h at 120℃; the linear swelling rate of artificial bentonite core in 1.2 wt% Al-HA-2 solution was merely 20.38% after 16 h. The inhibition mechanism of Al-HA mainly consists of flocculation on shale surface and chemical reverse osmosis. Both phenomena suppress filtrate intrusion and reduce pore pressure transmission. These superior properties make the proposed inhibitors a promising choice for wellbore stabilization, especially in shale oil/gas formations. [ABSTRACT FROM AUTHOR]

Hydraulic fracturing is often used in unconventional shale reservoirs, and 50%–95% of the injected hydraulic fracturing fluid remains in the formation due to the capillary effect. This phenomenon has been observed in the Montney shale formation, Canada, where the flowback water recovery is generally less than 25%. Surfactant is one of the hydraulic fracturing fluid additives for reducing surface tension and capillary forces to facilitate water flowback recovery. Surfactant loss due to adsorption by the reservoir rocks reduces the chemical's efficiency, and this causes water retention in the formation and reduces water flowback recovery. The compatibility of surfactant with reservoir rock is critical to minimize surfactant adsorption on the rock surface because this diminishes the primary function of the surfactant hydraulic fracturing fluid additive and to ensure cost-effectiveness. This study evaluates surfactant efficiency to improve flowback recovery for the Montney shale formation based on IFT, surface tension, and adsorption. This study evaluates surfactant performance and performs a fluid–fluid interaction experiment and fluid-rock compatibility investigation. Several commercial surfactants are screened for low interfacial tension and surface tension. Further analysis is carried out by evaluating the fluid-rock compatibility using the static soaking test at reservoir pressure and temperature. The pre-soaking and post-soaking test fluids were analyzed for water composition, liquid–liquid interfacial tension, surface tension, and pH. Results showed that the selected surfactant is a critical determiner of the hydraulic fracturing fluid performance. SOLOTERRA 938 is an anionic surfactant that has good compatibility with Montney shale formation. Unlike other non-ionic surfactants, SOLOTERRA 938 retains the interfacial tension and surface tension after seven days of interaction with reservoir rock. The interfacial tension remained unchanged at 0.1 mN/m. The surface tension decreased from 28.4 to 27.5 mN/m with air and from 21.7 to 20.8 mN/m with hydrocarbon because surfactant behavior changes with pH change. The surfactant concentration was measured using high-pressure liquid chromatography, and the loss was 12% after seven days of interaction with the reservoir rock (from 0.1 to 0.088wt%). The adsorption calculated based on the concentration volume showed a low value of between 0.43 and 0.97 mg/g rock. [ABSTRACT FROM AUTHOR]

The objective of this work was to develop nanomaterial inhibitor with long squeeze life for oil and gas production. Different surfactants, such as trisodium citrate (Na3Cit), cetyltrimethyl ammonium bromide, benzethonium chloride (Hyamine), and bipyridinium dibromide (Gemini), were added to synthesize nanoparticle Ca-DTPMP inhibitor at pH 9.0. The inhibitors were characterized by scanning electron microscope and dynamic light scattering. All these surfactants significantly decreased the particle size, but Gemini was the most effective one to control the calcium phosphonate salt particle size to be about 500 nm. Long-term squeeze experiments (∼3000 PV) saturated with calcite at 70°C and 75 psi back pressure through a glass column packed with Fayetteville shale rock show that the return DTPMP concentration was as high as 3 ppm for the Gemini–Ca-DTPMP colloidal inhibitor. This is an unprecedented improvement in comparison with the squeeze return of DTPMP only inhibitor where the inhibitor return concentration dropped to below 1 ppm within 400 pore volumes. The Ca-DTPMP speciation, potential field application, and the SqueezeSoftPitzer model prediction are also discussed.

Among the several problems encountered in drilling, wellbore instability has been regarded as the most adverse and the problem becomes more peculiar when the drilled formation is shale. Because of the predominance of clay minerals in shale there is much tendency for water absorption and swelling in clays which causes wellbore instability. Oil-based mud has good potential as a remediation for wellbore instability but its cost and environmental implication has affected the choice of its usage. In this study, three shale samples from shale formation of Niger Delta were utilized. Three mud samples were formulated: mud sample SK1 without nanoparticles (NPs), mud samples SK2 and SK3 with 6 wt% and 12 wt % of NPs addition respectively. Mud rheology, measurement of density, filtration loss, spontaneous imbibition (SI) and rate of swelling tests were conducted on the prepared mud samples. The results showed that, addition of NPs to water-based drilling muds (WBDM) did not significantly changed the mud density before and after barite addition but addition of NPs to WBDMs increased yield point and plastic viscosity, and gave better filtration control with improved mud capacity to lift extra cuttings and enormous shear stress provided for circulation in the space of the annulus.. Also addition of NPs to the WBDM decreases the amount of imbibition of shale. NPs showed great capacity to swiftly plug the pore throats and decrease rate of swelling of shale when added to WBDMs. [ABSTRACT FROM AUTHOR]

The Sidoarjo mudflow in East Java, Indonesia, has been erupting since May 29th, 2006. The eruption has been known as the Lusi (lumpur Sidoarjo), which was previously considered as a remote seismic event consequence, but current geyser-like activities show an association with a geothermal phenomenon. A method of characterizing rare earth elements (REE) is commonly an effective tool for recognizing a geothermal system, and here it is adapted to particularly indicate the environmental origin of the Lusi mud. Results show that the Lusi hot mud is made of a porous smectite structure of a shale rock type, which becomes an ideal tank for trapping the REE, especially the light REE. Volcanic activities seem to be an important influence in the eruption; however, since there is a lack of significant isotopic evidences in the mobilization of the REE during the eruption, the chloride neutral pH water of the Lusi may hardly contain the REE. The moderate Ce and Eu anomalies found in the REE patterns of the mud strongly indicate a sea-floor basin as the most probable environment for the REE fractionation during the sedimentary rock formation, in which the weathering processes of volcanic rock origin enriched the Lusi shale with the REE.

In this study, we propose a novel workflow to predict the production of existing and new multi-wells. To perform reliable production forecasting on heterogeneous shale formations, the features of these formations must be analyzed by classifying the formations into various groups; the groups have different production characteristics depending on the key factors that affect the shale formation. In addition, the limited data obtained from nearby existing multi-wells should be used to estimate the production of new wells. The key factors that affect shale formation were derived from the correlation and principal component analysis of available production-related attributes. The production of existing wells was estimated by classifying them into groups based on their production characteristics. These classified groups also identified the relationship between hydraulic fracturing design factors and productivity. To estimate the production of new wells (blind wells), we generated groups with different production characteristics and leveraged their features to estimate the production. Probabilistic values of the group features were entered into the input layer of the artificial neural network model to consider the variation in the production of shale formations. All the estimated productions exhibited less error than the previous analytical results, suggesting the utilization potential of the proposed workflow.

Wellbore instability is always inevitable in shale formation due to hydration, swelling, and dispersion of clay, especially when using water-based drilling fluids (WBDFs). To mitigate the wellbore instability of shale formation and avoid correlative detriments such as formation damage, various nano-silica particles (nano-SiO 2 ) were employed to plug the nano-sized pores, inhibit water invasion into shale, and prevent shale swelling. Firstly, the influence of various nano-SiO 2 on rheological and filtration properties of a set WBDF was evaluated. Then, the linear swelling test, shale recovery test, zeta potential test, imbibition test, contact angle measurement, scanning electron microscopy (SEM) observation, and computed tomography (CT) analysis were conducted to assess the characteristic of nano-SiO 2 . Experimental results showed that solid phase nano-SiO 2 could dramatically increase the viscosity and yield point while liquid phase nano-SiO 2 only caused small fluctuations on these parameters. Besides, hydrophobic nano-SiO 2 displayed better filtration performance than hydrophilic nano-SiO 2 . On the whole, the hydrophobic nano-SiO 2 dispersion, called as nano-2, showed the best performance in WBDFs. Furthermore, nano-2 exhibited better inhibition than hydrophilic nano-SiO 2 , KCl, and polyether amine (PA). Mechanism analysis demonstrated that nano-2 could improve the hydrophobic degree of shale surface and prevent water from contacting with the shale. Meanwhile, nano-2 plugged the pores and throats in the shale. As a consequence, water in the drilling fluid was prevented from invading the shale, and the shale was inhibited. Nano-2 could form a thin barrier in the surface of shale, and mitigate the damage degree of shale cores after perforation operation. As a result, nano-2 displayed great potential to stabilize shale and protect formation in WBDFs., Competing Interests: The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper., (© 2023 The Authors.)

Relevance Development of shale-oil as a potential crude hydrocarbon source is the most pressing issue for production depression areas with well-developed infrastructure. This regards West Siberian petroleum province, where «shale oil» is associated with Bazhenov suite bituminous shale, indicating proven commercial productivity within several areas. The aim of the research is to estimate the role of planetary fracturing in Bazhenov suite bituminous shale deposits for enhancing shale-oil development efficiency and to identify auto-generation conditions of planetary fracturing based on Bazhenov suite sampling results. Research target: Jurassic-Cretaceous bituminous shale in Bazhenov suite, southeast West Siberian Plate. Research methodology is based on the following correlation: abstract theorem of planetary fracturing to both surveys of fractured Bazhenov suite deposits, sampling results from Glukhovsky well № 2 and fundamental features of shale formation Bakken end Barnet development in North America. Results. The analysis performed, being based on published sources and core data, indicated a significant development of vertical rupture within Bazhenov suite formation section. The geological age correlation between the identified fracture systems and global rotation stress field traces within Eurasia territories was revealed. Identical oil inflow dynamics was determined on the basis of Bazhenov suite sampling data via both powder generator of pressure in Glukhovsky area and shale formation hydrofracturing in USA 42-24A well within Bakken formation (North America).

Abstract: In order to effectively solve shale instability problems in the drilling process, the remarkable capillary effect of shale formations cannot be ignored. In this paper, we report the development and characterization of a nano‐polymer emulsion (SDPE) as a shale self‐imbibition control agent in water‐based drilling fluids. Spontaneous imbibition experiments, surface tension measurements, contact angle measurements, particle size distribution analysis, linear swelling tests, and hot‐rolling cuttings dispersion tests were conducted to evaluate the comprehensive performance of SDPE. The results show that the water absorption of shale samples in SDPE emulsions is significantly less than in deionized water. At a concentration of 2.0%, the absorption mass decreased from 7.51 to 2.59%. Reducing the surface tension of the testing fluids, increasing the contact angle of the shale samples, and maintaining the nanoscale size were the important considerations for SDPE to greatly decrease the capillary effect. The low swelling rate and high recovery rate indicate that SDPE also exhibits strong shale hydration inhibition performance. Compared with water‐based drilling fluids without SDPE, drilling fluids with SDPE present higher yield point/plastic viscosity values, and also decrease the filtration loss. Based on our findings, SDPE has the potential to be a good shale self‐imbibition control agent and to help mitigate the shale instability problems. [ABSTRACT FROM AUTHOR]

Due to its complex structure, production form a shale-gas formation requires more drillings than those for the traditional reservoirs. Modeling of such reservoirs and making predictions for their production also require highly extensive datasets. Both are very costly. In-situ measurements, such as well-logging, are one of most indispensable tools for providing considerable amount of information and data for such unconventional reservoirs. Production from shale reservoirs involves the so-called fracking, i.e. injection of water and chemicals into the formation in order to open up flow paths for the hydrocarbons. The measurements and any other types of data are utilized for making critical decisions regarding development of a potential shale reservoir, as it requires hundreds of millions of dollar initial investment. The questions that must be addressed include, does the region under study can be used economically for producing hydrocarbons? If the response to the first question is affirmative, then, where are the best places to carry out hydro-fracking? Through the answers to such questions one identifies the sweet spots of shale reservoirs, which are the regions that contain high total organic carbon (TOC) and brittle rocks that can be fractured. In this paper, two methods from data mining and machine learning techniques are used to aid identifying such regions. The first method is based on a stepwise algorithm that determines the best combination of the variables (well-log data) to predict the target parameters. However, in order to incorporate more training, and efficiently use the available datasets, a hybrid machine-learning algorithm is also presented that models more accurately the complex spatial correlations between the input and target parameters. Then, statistical comparisons between the estimated variables and the available data are made, which indicate very good agreement between the two. The proposed model can be used effectively to estimate the probability of targeting the sweet spots. In the light of an automatic input and parameter selection, the algorithm does not require any further adjustment and can continuously evaluate the target parameters, as more data become available. Furthermore, the method is able to optimally identify the necessary logs that must be run, which significantly reduces data acquisition operations. [ABSTRACT FROM AUTHOR]

• DVAA can effectively resist the high temperature at the bottom of the well. • DVAA can improve the electrostatic repulsion between montmorillonite particles, maintain electric double-layer structure. • DVAA can form a film on the shale surface and effectively increase the contact angle. Polymer inhibitors for deep shale gas drilling have poor temperature resistance and can influence the rheological attributes of the drilling muds. To overcome this issue, a high temperature resistant and low molecular weight quaternary polymer DVAA was prepared by hydrothermal radical polymerization. The characterizations of the DVAA were evaluated by IR, NMR, TG, and GPC, and the inhibition, rheology, and filtration parameters were examined. The shale inhibition mechanism was evaluated by the SEM, zeta potential, contact angle, and XRD. Initial decomposition temperature of DVAA is 354.83 °C and Mp is 4583. The performance test outcomes suggest that using DVAA could lead to a linear expansion reduction rate of MMT at 73.4%, whereas the rolling recovery rate of cuttings was 86.25%. The API filtration of 4% MMT after hot-rolling is 13.6 ml. The mechanism of DVAA showed that DVAA and MMT form ionic bonds and hydrogen bond through electrostatic attraction and can still maintain a good structure under elevated temperature conditions. DVAA can effectively weaken the surface hydration by entering the crystal layer to replace the inter-layer cations, where it forms a polymer-film on the bentonite surface. In summary, the research and development of the DVAA can provide an effective guarantee for the stability of the wellbore during the development of deep shale gas reservoirs. [ABSTRACT FROM AUTHOR]

• A multi-layer hydraulic fracture propagation model was established based on hybrid finite-discrete element method. • The main factors which affect the fracture propagation were analysed. • The change of fracture width along fracture height was quantitatively analyzed. During the hydraulic fracturing in shale formation, the mechanical properties and stress field caused by sand and shale interbedding were the major factors affecting the hydraulic fracture propagation. In this paper, a hydraulic fracturing simulation model was proposed based on the hybrid finite-discrete element method, and the factors affecting the fracture propagation were analyzed. The simulation results indicated that the fracture width experienced a sudden decrease when the hydraulic fracture interacted with a bedding plane. The reservoir with high stress difference and Young's modulus was favorable for the opening of bedding plane, and high injection rate was favorable for the longitudinal expansion of hydraulic fracture. This was mainly because the lower stress difference and Young's modulus was, the opening degree of the bedding plane was much smaller, and the less the energy consumption of opening the bedding surface was. [ABSTRACT FROM AUTHOR]

Abstract: Because the anisotropy of shale formation should result in that wellbore deviations is unpredictable, the bit-rock interaction should be fully lucubrated in order to eliminate this problem. The impact of shale rock anisotropy and the cutting velocity on the load of PDC cutter wasn’t considered by the existing cutter-rock interaction models. On the basis of experiments of cutting shale with PDC cutter, using the stress tensor analysis theory, the relationship between the shale rock anisotropy and the cutter's force is proposed in this paper. A new cutter-rock interaction model was established, and then a new bit-rock interaction model was set up. That applying these models to the ROP prediction of directional PDC bit can improve forecast accuracy is found. [Copyright &y& Elsevier]

In this study, we propose a novel workflow to predict the production of existing and new multi-wells. To perform reliable production forecasting on heterogeneous shale formations, the features of these formations must be analyzed by classifying the formations into various groups; the groups have different production characteristics depending on the key factors that affect the shale formation. In addition, the limited data obtained from nearby existing multi-wells should be used to estimate the production of new wells. The key factors that affect shale formation were derived from the correlation and principal component analysis of available production-related attributes. The production of existing wells was estimated by classifying them into groups based on their production characteristics. These classified groups also identified the relationship between hydraulic fracturing design factors and productivity. To estimate the production of new wells (blind wells), we generated groups with different production characteristics and leveraged their features to estimate the production. Probabilistic values of the group features were entered into the input layer of the artificial neural network model to consider the variation in the production of shale formations. All the estimated productions exhibited less error than the previous analytical results, suggesting the utilization potential of the proposed workflow. [ABSTRACT FROM AUTHOR]

Rate of penetration (ROP) means how fast the drilling bit is drilling through the formations. It is known that in the petroleum industry, most of the well cost is taken by the drilling operations. Therefore, it is very crucial to drill carefully and improve drilling processes. Nevertheless, it is challenging to predict the influence of every single parameter because most of the drilling parameters depend on each other and altering an individual parameter will have an impact on the rest. Due to the complexity of the drilling operations, up to the present time, there is no reliable model that can adequately estimate the ROP. Artificial intelligence (AI) might be capable of building a predictive model from a number of input parameters that correlate to the output parameter. A real field dataset, of shale formation, that contains records of both drilling parameters such as, rotation per minute (RPM), weight on bit (WOB), drilling torque (τ), standpipe pressure (SPP) and flow pump (Q) and mud properties such as, mud weight (MW), funnel and plastic viscosities (FV) (PV), solid (%) and yield point (YP) were used to predict ROP using artificial neural network (ANN). A comparison between the developed ANN-ROP model and the number of selected published ROP models were performed. A novel empirical equation of ROP using the above-mentioned parameters was derived based on ANN technique which is able to estimate ROP with excellent precision (correlation coefficient (R) of 0.996 and average absolute percentage error (AAPE) of 5.776%). The novel ANN-based correlation outperformed three published empirical models and it can be used to predict the ROP without the need for artificial intelligence software. [ABSTRACT FROM AUTHOR]