Analysis of changes in shale mechanical properties and fault instability activation caused by drilling fluid invasion into formations

Abstract During the drilling process, the issue of drilling fluid loss can lead to changes in the mechanical properties of the formation, thereby altering the stress environment of nearby faults. In order to assess the risk of fault activation during drilling operations, the Ordos M area shale was selected as the research object. Mechanical experiments were conducted on rock samples immersed in water-based drilling fluid with a pressure differential of 2 MPa and a temperature of 50 °C. The changes in the mechanical properties of the shale before and after immersion in drilling fluid were determined. Based on the experimental results, combined with the spring combination model and fault activation theory, a quantitative evaluation of fault activation risk was conducted. The findings revealed that the shale in this region has a high clay content, demonstrating a certain level of water sensitivity. The presence of micro-pores and micro-fractures is well-developed, increasing the interaction probability between drilling fluids and clay minerals. After immersion in drilling fluid, there was a varied decline in all mechanical strengths of the shale. The elastic modulus is positively correlated with the shear strength and Coulomb stress of the fault plane. The Poisson’s ratio is positively correlated with the shear strength and negatively correlated with the Coulomb stress. The greater the internal friction and cohesion, the higher the shear strength of the fault plane, and the larger the friction coefficient, the smaller the Coulomb stress, resulting in a more stable fault.