Page 193 - Fundamentals of Gas Shale Reservoirs
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MECHANICAL PROPERTIES OF GAS SHALE RESERVOIRS  173
            According to them weak shale has moderate porosity (~20%)   acquiring enough information about the mechanical prop­
            and low velocities which increase by 10–15% with increasing   erties of shale. However, due to mechanical and chemical
            stress. They indicated that the dynamic stiffness is three to   instability of shales, retrieving larger core samples for con­
            five times the static stiffness for 100% water saturated shales.   ventional mechanical testing will be barely possible. Hence,
            They also showed that the velocity of low porosity shale is   a new approach in the determination of the mechanical
            almost two times higher than that of the weak shale which   parameters of shale is really necessary in order to obtain the
            increases by approximately 5–8% with increasing isotropic   required information from small‐scale sample of shale.
            stress. Kuila et al. (2011) indicated that a hard shale shows   Nanoindentation testing (NIT) has been developed in the
            significant anisotropy in wave propagation but this anisot­  past few decades. The testing method uses a high‐resolution
            ropy for the P‐wave is much higher than that of the S‐wave.   electronic instrument to measure applied loads and value of
            They attributed this to low clay content and the laminated   displacement of an indenter (Hay and Pharr, 2000). The aim
            nature of the shale. In addition, it is well known that water or   of NITs is to calculate Young’s modulus and hardness of the
            gas saturation has a significant effect on the P‐wave velocity   sample from load‐displacement recording.  A small size
            in a porous media.  This impact will be increased as the   sample (~mm) and a very small load are used in this type of
            degree of saturation increases. However, this straightforward   test, so indention area will be as small as a few nanometers.
            concept may not be valid for gas shale reservoirs since there   Depth of penetration as well as area of indentation is also
            are publications reporting different effects of gas saturation   recorded using known geometry of an indenter tip.  This
            in shale (Hsu and Nelson, 1993; Lashkaripour and Passaris,   technique is widely used to determine mechanical properties
            1993; Rozkho, 2010). The possible reason for this might be   of metals, ceramics, polymers, etc. In conventional uniaxial
            the kerogen type, mineralogy, heterogeneity of the shale as   or triaxial tests performed to obtain Young’s modulus and
            well as its pore structure. Hence, it would not be rational to   mechanical properties of different samples, a relatively large
            draw any conclusions about the mechanical parameters of   sample (~cm) and high load is required to get accurate
            shale based on the behavior of the P‐wave velocity. Ghorbani   results. However, in NITs, a very small sample and very low
            et al. (2009) pointed out the significant increase in P‐wave   force (~mN) are used to calculate mechanical properties of
            and S‐wave velocity of partially saturated shale samples.   the samples. Thus, this technique can be a very good choice
            Naturally, the S‐wave velocity will not be affected by fluids,   for determination of/determining the mechanical properties
            but because the rigidity of the shale increases as the fluid   of  shale  samples  since  retrieving large  samples  from  this
            saturation decreases, even S‐wave velocities will change.   type of formation is barely possible.
            Nagra (2002), who did studies on shale gas reservoirs, con­  Abousleiman et al. (2007) used NITs on 10 Woodford
            cluded that as the water content decreases, different shales   outcrop shale samples to calculate elastic properties. X‐ray
            show different behavior. For instance, with low water   diffraction (XRD) mineralogy data of these samples showed
            content, shale seems to be a ductile–brittle material with   quartz content varying from 27 to 53 vol%, clay content
            some strain hardening. At very low water content, opalinus   ranging from 18 to 43 vol%, kerogen content varying from
            clay will be entirely brittle material with strength reduction   11 to 18 wt%, and porosity ranging from 0.16 to 0.19
            toward its residual strength. In terms of stiffness, Young’s   fraction volume. Indentations were done both parallel and
            modulus significantly increases as the saturation decreases.   perpendicular to the bedding plane.  They exhibited low
            Considering the situation described earlier, care  must be   range of Young’s moduli because the sample might be weak­
            taken when assessing gas shale reservoirs containing differ­  ened due to chemical weathering at shallow depth.
            ent amounts of clays. This is mainly because of the negative   Zeszotarski et al. (2004) used nanoindentation technique to
            impact of clays on the saturation, strength, and P‐wave and   measure mechanical properties of kerogen. Elastic prop­
            S‐wave velocity. It is still possible to relate the variation   erties were measured both parallel and perpendicular to the
            in P‐ and S‐wave velocity to stiffness and strength of gas   bedding plane.
            shale reservoir rocks, but care must still be taken (e.g.,   Samples used in their study showed total organic car­
            Gray, 2010).                                         bonate (TOC) content of 22 wt% and maximum temperature
                                                                 of 421°C. They indicated that Young’s modulus of shale has
                                                                 an inverse relationship with TOC content. They measured
            8.2.4  Nanoindentation Tests on Gas Shale Plays
                                                                 hardness and indentation modulus on three orthogonal faces
            Shale is widely recognized as one of the most heterogeneous   of shale sample cube and reported no evidence of anisotropy
            and complicated materials. Due to the variation of its com­  in the mechanical properties of kerogen. Ahmadov et al.
            position, prediction of its elastic properties is a very hard   (2009) performed nanoindentation measurements on a
            task to accomplish. Having information about the mechanical   sample from organic‐rich formation from 3800 m depth
            properties of shale is critical as it can be helpful for drilling   showing kerogen content in the range of 7–21 vol%. All
            stability design and seismic interpretation (Ahmadov, 2011).   imaging and measurements were done orthogonal to the
            Besides, hydraulic fracture will be significantly improved by   horizontal bedding plane. They calculated Young’s modulus
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