Investigation of the physico-chemical and mechanical properties of hard brittle shales from the Shahejie Formation in the Nanpu Sag, northern China

With increasing demand for energy and advances in exploration and development technologies, more attention is being devoted to exploration and development of deep oil and gas reservoirs. The Nanpu Sag contains huge reserves in deep oil and gas reservoirs and is a promising area. In this paper, the physico-chemical and mechanical properties of hard brittle shales from the Shahejie Formation in the Nanpu Sag in the Bohai Bay Basin of northern China were investigated using a variety of methods, including x-ray diffraction analysis, cation exchange capacity (CEC) analysis, contact angle measurements, scanning electron microscope observations, immersion experiments, ultrasonic testing and mechanical testing. The effects of the physico-chemical properties of the shales on wellbore instability were observed, and the effects of hydration of the shales on wellbore instability were also examined. The results show that the major mineral constituents of the investigated shales are quartz and clay minerals. The clay mineral contents range from 25.33% to 52.03%, and the quartz contents range from 20.03% to 46.45%. The clay minerals do not include montmorillonite, but large amounts of mixed-layer illite/smectite were observed. The CEC values of the shales range from 90 to 210 mmol kg−1, indicating that the shales are partly hydrated. The wettability of the shales is strongly water-wetted, indicating that water would enter the shales due to the capillary effect. Hydration of hard brittle shales can generate cracks, leading to changes in microstructure and increases in the acoustic value, which could generate damage in the shales and reduce their strength. With increasing hydration time, the shale hydration effect gradually becomes stronger, causing an increase in the range of the acoustic travel time and decreases in the ranges of cohesion and internal friction angles. For the hard brittle shales of the Nanpu Sag, drilling fluid systems should aim to enhance sealing ability, decrease drilling fluid filter loss and increase the amount of clay-hydration inhibitor used.