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Fluid-rock interactions                                      179


              failure, even without clay swelling inside the rock that initiates the creation of
              microfractures.


                   8.3 Effect of confining stress
                   The above reported lab results were observed at ambient conditions
              (without a confining pressure). Based on the reports in the literature and
              our work, no doubt, microfractures can be generated when a clay-bearing
              rock contacts with water without confinement. During hydraulic fracturing
              the shale reservoir matrix is in contact with the fracturing fluid under
              confining conditions, and the shale rock interaction with fracturing fluid
              will be influenced by in situ stresses. Therefore, we are more interested
              whether microfractures can be formed under confining stresses.
                 It can be understood that when water enters the inner structure of rock
              grains, swelling causes the rock grains to be disintegrated without confine-
              ment; with confinement, the swelling pressure increases. Behnsen and Faulk-
              ner (2011), Duan and Yang (2014), and Faulkner and Rutter (2000) reported
              that with isotropic confining pressure, significant reduction was observed on
              clay-bearing rocks or montmorillonite sample permeability measured with
              water. Whether or not fractures can be induced to increase permeability
              during water imbibition in shale under an isotropic compressive stress remains
              controversial.
                 Onaisi et al. (1993) studied the swelling and swelling-induced fracturing
              of cylindrical drained Pierre shale samples in contact with water-based mud
              placed in a central cylindrical borehole. When the water activity of the mud
              was greater than that of the shale, swelling, large deformation of the well-
              bore and fractures appeared, the fracture pattern depending on the confine-
              ment conditions. When a sample was not confined, fractures were mainly
              radial; and when a sample was confined, fractures were mainly circular,
              with some well-developed slip lines around the borehole. When water
              activities of mud and shale were in balance, virtually no alteration of the
              wellbore was seen. Their borehole configuration can be considered equiv-
              alent to the fractured shale condition.
                 Santos and da Fontoura (1997) also stated that swelling only occurs if the
              water equilibrium inside the rock is disturbed, being subsequently contacted
              by different fluids. Santos et al. (1997a) observed that dehydrated shale cores
              were more reactive to water than preserved cores; wellbore instability was
              more caused mechanically (mud weight) than chemical reaction.
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