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Many rock engineering accidents have proven that the coalescence of discontinuities in surrounding rock can have a major impact on the security and stable operation of energy infrastructure. To give an insight into the understanding of the crack propagation and coalescence in fissured rock masses, a series of uniaxial compression experiments were conducted on rock-like specimens containing nonpersistent fissures. The digital speckle correlation method (DSCM) and the acoustic emission (AE) monitoring system were adopted to capture the real-time strain field on the specimens’ surfaces and microfracturing events within specimens, respectively. The experimental results indicated that the strength and deformation modulus of specimens were significantly affected by fissure inclination. The damage process showed obvious progressive stain localization failure characteristics. The clear and intuitive full-field strain field development was successfully monitored by the DSCM technique. The real-time strain accumulation, crack initiation, propagation, and coalescence were also analyzed. Each time, the saltation of the strain field was usually accompanied by the fluctuation of the stress curve and obvious AE events. Crack coalescence modes between fissures changed from tension coalescence mode to mixed tension-shear coalescence mode, then to shear coalescence mode with an increase in fissure inclination. Five basic failure modes were identified from the experimental results: Tensile failure across the fissure planes, rotation failure of newly generated blocks, mixed failure mode, shear failure, and splitting failure. An investigation of the fracture processes of rock-like specimens containing nonpersistent fissures using these methods can enhance understanding of the fracture behavior of jointed rocks.

Clay-abundant shale formations are quite common worldwide shale plays. This particular type of shale play has unique physico-chemical characteristics and therefore responds uniquely to the gas storage and production process. Clay minerals have huge surface areas due to prevailing laminated structures, and the deficiency in positive charges in the combination of tetrahedral and octahedral sheets in clay minerals produces strong cation exchange capacities (CECs), all of which factors create huge gas storage capacity in clay-abundant shale formations. However, the existence of large amounts of tiny clay particles separates the contacts between quartz particles, weakening the shale formation and enhancing its ductile properties. Furthermore, clay minerals’ strong affinity for water causes clay-abundant shale formations to have large water contents and therefore reduced gas storage capacities. Clay-water interactions also create significant swelling in shale formations. All of these facts reduce the productivity of these formations. The critical influences of clay mineral-water interaction on the productivity of this particular type of shale plays indicates the inappropriateness of using traditional types of water-based fracturing fluids for production enhancement. Non-water-based fracturing fluids are therefore preferred, and CO2 is preferable due to its many unique favourable characteristics, including its minor swelling effect, its ability to create long and narrow fractures at low breakdown pressures due to its ultralow viscosity, its contribution to the mitigation of the greenhouse gas effect, rapid clean-up and easy residual water removal capability. The aim of this paper is to obtain comprehensive knowledge of utilizing appropriate production enhancement techniques in clay-abundant shale formations based on a thorough literature review.

The influence of water on the mechanical properties of rocks has been observed by many researchers in rock engineering and laboratory tests, especially for sedimentary rocks. In order to investigate the effect of water saturation on the mechanical properties of low-permeability rocks, uniaxial compression tests were conducted on siltstone with different water contents. The effects of water on the strength, elastic moduli, crack initiation and damage thresholds were observed for different water saturation levels. It was found that 10% water saturation level caused more than half of the reductions in mechanical properties. A new approach is proposed to analyze the stress-strain relations at different stages of compression by dividing the axial and lateral stress-strain curves into five equal stress zones, where stress zones 1–5 refer to 0%–20%, 20%–40%, 40%–60%, 60%–80% and 80%–100% of the peak stress, respectively. Stress zone 2 represents the elastic range better than stress zone 3 which is at half of the peak stress. The normalized crack initiation and crack damage stress thresholds obtained from the stress-strain curves and acoustic emission activities averaged 31.5% and 83% of the peak strength respectively. Pore pressure is inferred to take part in the deformation of low-permeability siltstone samples, especially at full saturation levels. A change of failure pattern from multi-fracturing to single shear failure with the increase of water saturation level was also observed.

Hydro-fracturing is a common production enhancement technique used in unconventional reservoirs. However, an effective fracturing process requires a precise understanding of a formation’s in-situ strength behavior, which is mainly dependent on the formation’s in-situ stresses and fluid saturation. The aim of this study is to identify the effect of brine saturation (concentration and degree of saturation (DOS)) on the mechanical properties of one of the common unconventional reservoir rock types, siltstone. Most common type of non-destructive test: acoustic emission (AE) was used in conjunction with the destructive tests to investigate the rock properties. Unconfined compressive strength (UCS) and splitting tensile strength (STS) experiments were carried out for 78 varyingly saturated specimens utilizing ARAMIS (non-contact and material independent measuring system) and acoustic emission systems to determine the fracture propagation. According to the experimental results, the increase in degree of pore fluid saturation (NaCl ionic solution) causes siltstone’s compressive and tensile strengths to be reduced through weakening and breakage of the existing bonding between clay minerals. However, increasing NaCl concentration in the pore fluid generally enhances the compressive strength of siltstone through associated NaCl crystallization effect and actually reduces the tensile strength of siltstone through the corrosive influence of the NaCl ions. Moreover, results show that AE capture and analysis is one of the most effective methods to understand crack propagation behavior in rocks including the crack initiation, crack propagation, and final failure. The findings of this study are important for the identification of fluid saturation dependent in-situ strength conditions for successful hydro-fracturing in low permeable reservoirs.

In view of the water swelling of mudstone and the creep induction function of formations in the process of oilfield water injection, the casing incurs collapse deformation under local lateral load. In this study, according to the actual collapse deformation characteristics of the casing in the second section of the Qing formation of the Songliao Basin in China, the yield surfaces of the casing collapse deformation are considered as plane plastic areas (half rhombus) with symmetric parabola shaped boundaries, and a mechanical model for the local lateral collapse deformation of casing is presented based on the principle of virtual work. Four types of casing, 4½″J55, 5½″J55, 4½″N80 and 5½″N80, are selected as examples. The relation of the casing intensity, the absolute reduction of intensity and the relative reduction ratio of intensity change with casing wall thickness, yield stress, radial maximum deformation, and deformation length are calculated and analyzed. The results show that the casing intensity of the casing is reduced under local lateral load, which is lower than the design standard value of the American Petroleum Association specification (API SPEC) 5CT. The relative reduction ratio declines linearly with the wall thickness of the casing wall as the yield stress increases, and increases linearly with increasing maximum deformation. In addition, the local lateral bearing capacity of the casing reaches the minimum value when the plastic deformation length reaches the critical value or the deformation quantity is less than the critical value. The conclusions provide scientific guidance for preventing casing failure accidents caused by deformation.

To improve the mining efficiency of geothermal energy, this paper designed a mode II fracture test of double-edge notched cube granite samples after a thermal shock to study the shear fracture characteristics of hot dry rocks. First, the effects of temperature and normal stress on the shear parameters such as shear strength, cohesion, and internal friction angle of the specimens were analyzed. Then, the evolution of the specimens’ morphology parameters such as fractal dimension and joint roughness coefficient were investigated. Finally, a multi-scale analysis of the differences between shear and morphology parameters was conducted based on thermogravimetric analysis and scanning electron microscope technology. The results show that the specimens’ shear and morphology parameters have a quadratic function relationship with temperature and a linear positive correlation with normal stress. The threshold temperature of samples is 256.36 °C. When the thermal shock temperature is lower than the threshold temperature, the shear parameters strengthen and the morphology parameters decrease. Conversely, the shear parameters weaken, and the morphology parameter increases. The height of the bulges on the shear surface increases along the shear direction, resulting in an obvious climbing phenomenon. The mode II fracture characteristics of the samples can be described using the dislocation slip theory and rock bridge weakening mechanic model. The area of scratches on the shear surface can be used as a macroscopic representation of the morphology parameters. Water evaporation/separation and mineral dehydration/phase transition inside the granite samples are the main reasons for the differences between shear and morphology parameters.HighlightsMode II fracture test on double-edge notched cube granite after thermal shock.Thermogravimetric technology is used to determine the threshold temperature.There is a climbing phenomenon along the shear direction on the shear surface.The samples' fracture characteristics obey rock bridge weakening mechanic model.Scratch can be used as a macroscopic representation of the morphology parameters.

A rapid cooling of rocks caused by rainfall from fire-generated atmospheric convection after the conflagration would produce thermal shock. It may affect intensely future decay patterns of the rock, which can then be related to rock weathering and geomorphological change. In this paper, thermal shock experiments at different temperatures and cycles were carried out on grayish-yellow sandstone. Its surface properties, including color, roughness and thermal properties, were systematically studied. The results show that the color of sandstone turned red after thermal shock and the color difference increases with the increase of temperature and cycle; at above 500 °C, the decomposition of kaolinite and the volume expansion of quartz causes damage to the sandstone surface, and the cycle causes the damage to accumulate, which is the reason for the sudden increase in roughness after 6 cycles; the thermal conductivity decreases with the increase of temperature and cycles, which is due to the evaporation of the of water (combined water and structural water) and the increase of roughness. The cycle has a cumulative effect. With the increase of cycle, the color difference and thermal conductivity slightly increase or decrease, while the roughness has a significant increase. Thermal conductivity has an exponentially decreasing relationship with color difference, and they have a reliable correlation.

Natural fractures and laminae are well-developed in continental shale, which greatly affects the fracture propagation and failure mode. Based on the natural fractures and laminae developed in the outcrops of Triassic continental shale from the southern Ordos Basin, China, four different types of shale models are constructed in this research. The CASRock software V1.0 is utilized to conduct numerical simulations to investigate the influence of natural fractures and soft-to-hard laminae on the mechanical behavior of continental shale. The results demonstrate that the uniaxial compressive strength of shale models can improve by up to 34.48% when soft-to-hard laminae are present, but it can drop by up to 18.97% when weak interfaces are present. New fractures are consistently initiated at the ends of natural fractures, with various propagation patterns in different laminae. Fractures in soft laminae usually propagate in an oblique path at an angle β ≈ 20°–30° relative to the direction of compressive stress, manifesting as shear fractures. Fractures in medium-to-hard laminae tend to propagate parallel to compressive stress, primarily featuring tensile fractures. The ultimate fracture morphology becomes more complex as soft, medium, and hard laminae and weak interfaces occur successively. It changes from a nearly linear fracture to an echelon pattern with more secondary fractures and finally a network shape, with a total fracture area increase of up to 270.12%. This study reveals the combined effect of natural fractures, soft-to-hard laminae, and weak interfaces on the fracture propagation and failure model of continental shale, providing support for fracturing optimization based on shale’s authentic structure characteristics.

Welded tuffs have a wide range of welding degrees and show significant variability in mechanical behavior. However, the detailed influence of welding degree on the meso-mechanical behavior of welded tuffs remains unclear. Based on petrographic and pore-structure analysis, we conducted a series of meso-mechanical experiments on weakly to strongly welded tuffs by utilizing a mesoscale real-time loading-observation-acquisition system. The results indicated that the strongly and weakly welded tuffs showed a small range in mineralogical composition and porosity, while the meso-mechanical behavior exhibited significant variability. Strongly welded tuffs showed lower uniaxial compression strength, weaker mechanical anisotropy, and smaller fracture surface roughness. In contrast, weakly welded tuffs exhibited higher uniaxial compression strength, stronger mechanical anisotropy, and rougher fracture surface roughness. Welded tuffs with strong packing and welding of glass shards tended to have fractures propagating along the maximum principal direction, while those with weak packing and welding of glass shards may have had failure along the alignment of glass shards. The influence of welding degree on the meso-mechanical behavior of welded tuffs probably originates from their diagenesis environments, mainly depending on the combined effect of the pyroclastic properties and pseudo-rhyolitic structure. The findings reveal the meso-mechanical differences of welded tuffs and shed light on improving tuffs for stable and durable construction.

This review provides the hydration and volume expansion mechanism of expansive materials, with the goal of utilizing them in the development of sustainable mining methods. The main focus of the review will be the newly developed non-destructible rock fragmentation method, slow releasing energy material agent (SREMA), which is a modified soundless chemical demolition agent (SCDA). The review aims to address one of the main gaps in studies related to SREMA, by presenting a thorough understanding of the components of SREMA and their mechanisms of action, leading to volume expansion. Thus, this review would act as a guide for researchers working on using expansive materials for rock breaking. As many literatures have not been published regarding the recently discovered SREMA, studies on cements, expansive cements, and soundless chemical demolition agents (SCDA) were mainly considered. The chemical reactions and volume expansive processes of these materials have been studied and incorporated with the additives included in SREMA, to understand its behavior. Literature containing experimental studies analyzing the heat of hydration and microstructural changes have been mostly considered along with some of the heavily discussed hypotheses regarding the hydration of certain components, to predict the volume expansive mechanism of SREMA. Studies related to SREMA and other similar materials have shown drastic changes in the heats of hydration as the composition varies. Thus, SREMA has the capability of giving a wider range of expansive energies in diverse environmental conditions