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review · Rock Mechanics Bulletin

A review on experimental techniques and their applications in the effects of mineral content on geomechanical properties of reservoir shale rock

202461 citationsOpen accessUniversité de Kinshasa (UNIKIN)

In plain language

Mineral composition directly influences the geomechanical characteristics of shale gas reservoir rock, which are essential for designing and optimising hydraulic fracturing. High levels of quartz and carbonate increase rock brittleness and Young's modulus, whereas higher clay and phyllosilicate concentrations enhance rock plasticity, increase Poisson's ratio, and reduce uniaxial compressive strength by weakening mineral bonds. Chemical reactions that create pores also reduce rock strength. Evaluating these properties requires robust experimental methodologies, including uniaxial and triaxial compression, nano-indentation, and ultrasonic testing. Among these, ultrasonic testing provides high repeatability and accuracy, making it the most suitable method for assessing both static and dynamic geomechanical features. To address the physical limitations of experimental testing on heterogeneous shale samples, integrating numerical modeling and simulation of these experimental methods is necessary for future geomechanical evaluations.

Key takeaways

  • Higher concentrations of quartz and carbonate increase rock brittleness, whereas elevated clay content raises plasticity and ductility.
  • Increased phyllosilicate content reduces uniaxial compressive strength, likely through weakening mineral bonds.
  • Ultrasonic testing offers the greatest repeatability and accuracy among evaluated experimental techniques for measuring static and dynamic shale geomechanics.
  • Numerical simulation and modeling of heterogeneous samples are needed to overcome current physical limitations in shale laboratory testing.

Why it matters

Extracting gas from shale reservoirs relies heavily on hydraulic fracturing, a process governed by how rock breaks under stress. Knowing how specific minerals alter rock strength and brittleness helps engineers select the most reliable testing techniques, such as ultrasonic testing, to predict rock behaviour accurately and design safer, more efficient extraction operations.

Commercialisation angle

The findings directly inform reservoir engineering and hydraulic fracturing planning for shale gas operators and oilfield service companies. By identifying ultrasonic testing as the most repeatable assessment method and establishing how mineral composition dictates mechanical response, operators can refine reservoir characterisation protocols. Because this work reviews existing testing approaches and highlights the need for numerical simulation tools, it represents early-stage technical guidance rather than a market-ready commercial product.

AI-generated from the published abstract. Always read the original work before citing.

Abstract

Understanding the effects of mineral composition on geomechanical characteristics is critical in order to design and optimize the hydraulic fracturing necessary for shale gas reservoir production. Fundamental information is still missing in effects of mineral content and the experimental methodologies used. This paper provided an in-depth assessment of the various experimental methodologies and their applications in the relationship between the mineralogical and geomechanical features of the shale formation. The results revealed that more brittle minerals increase their strength, but chemical reaction that creats pores decrease their strength. High content of carbonate or quartz increases a rock's brittleness, while a high content of clay increases a rock's plasticity and decreases its brittleness. As phyllosilicate content increases, the uniaxial compressive strength decreases, and this could be because phyllosilicate minerals have a weakening effect on the mineral bond. Young's modulus often climb as clay minerals decline and as silica with carbonate concentration rises, however Poisson's ratio increases in relation to an increase in clay minerals, which also increases the ductility of the reservoir shale rock. However, compared to minerals and matrix, does not significantly impact the strength of shale rock. Besides, the benefits and drawbacks of using uniaxial and triaxial compression, ultrasonic testing, and nano-indentation techniques in unconventional reservoirs were described. The findings suggest that, because of the possibility for experimental testing repeatability for increased accuracy, ultrasonic testing is the most appropriate experimental approach in the scenes of assessing static and dynamic geomechanical properties of reservoir shale rock. We suggested that numerically-based simulation of experimental techniques used for shale geomechanical evaluations and numerical modeling of heterogeneous shale rock samples will be necessary in light of the limitations faced in the applications of experimental techniques for shale geomechanical evaluation.

Research topics

  • Rock Mechanics and Modeling
  • Hydraulic Fracturing and Reservoir Analysis
  • Drilling and Well Engineering

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DOI: 10.1016/j.rockmb.2024.100110

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