Multi-Scale Mechanical Anisotropy and Fracture Behavior of Laminated Deep Shale in the Lower Cambrian Qiongzhusi Formation, Sichuan Basin

Deep shale of the Lower Cambrian Qiongzhusi Formation in the Sichuan Basin represents a critical frontier for shale gas exploration in China. However, systematic understanding of the multi-scale links among lamination type, mechanical anisotropy, and fracture complexity remains limited. Based on lamination characteristics and total organic carbon (TOC) content, core samples were classified into four types. Using a multi-scale approach (uniaxial compression, Brazilian splitting, in situ CT scanning, QEMSCAN, and SEM), this study elucidates how lamination structure controls mechanical anisotropy, failure modes, and fracture mechanisms. The novelties of this work are threefold: (1) quantitatively linking specific lamination types (ORM, OPM, PAFC, PAF) to anisotropic mechanical responses; (2) introducing 3D fractal dimensions to evaluate fracture network complexity; and (3) integrating micro- (SEM) and macro-scale tests to reveal the coupled control of weak planes and brittle minerals on fracture propagation. Results indicate that laminated shales exhibit pronounced mechanical anisotropy. Loading parallel to laminations induces tensile splitting along weak planes, significantly reducing strength. Conversely, perpendicular loading generates complex fracture networks of horizontal secondary fractures along laminae and vertical main fractures through the matrix. Furthermore, 3D fractal dimension analysis quantifies fracture network complexity as follows: organic-poor clay-feldspar laminated shale > organic-poor clay-feldspar-calcareous laminated shale > organic-rich massive shale. Microscopic observations confirm that fracture propagation is jointly governed by weak plane systems and brittle mineral content, which collectively determine macroscopic failure patterns. These findings clarify how lamination type controls the laboratory mechanical response and fracture morphology of deep shale and provide a laboratory-scale framework for comparing lamination-related differences in mechanical anisotropy and fracture complexity in the Qiongzhusi Formation.

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Journal
Applied Sciences
Published
2026-04-17
DOI
https://doi.org/10.3390/app16083904
Primary Topic
Rock Mechanics and Modeling
Type
article
Field-Weighted Citation Impact
0.00

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article

Multi-Scale Mechanical Anisotropy and Fracture Behavior of Laminated Deep Shale in the Lower Cambrian Qiongzhusi Formation, Sichuan Basin

Qi He, Xiaopeng Wang, Bo Li, Xin Chen
Applied Sciences
Rock Mechanics and Modeling
article

Multi-Scale Mechanical Anisotropy and Fracture Behavior of Laminated Deep Shale in the Lower Cambrian Qiongzhusi Formation, Sichuan Basin

Qi He, Xiaopeng Wang, Bo Li, Xin Chen
article en

Abstract

Deep shale of the Lower Cambrian Qiongzhusi Formation in the Sichuan Basin represents a critical frontier for shale gas exploration in China. However, systematic understanding of the multi-scale links among lamination type, mechanical anisotropy, and fracture complexity remains limited. Based on lamination characteristics and total organic carbon (TOC) content, core samples were classified into four types. Using a multi-scale approach (uniaxial compression, Brazilian splitting, in situ CT scanning, QEMSCAN, and SEM), this study elucidates how lamination structure controls mechanical anisotropy, failure modes, and fracture mechanisms. The novelties of this work are threefold: (1) quantitatively linking specific lamination types (ORM, OPM, PAFC, PAF) to anisotropic mechanical responses; (2) introducing 3D fractal dimensions to evaluate fracture network complexity; and (3) integrating micro- (SEM) and macro-scale tests to reveal the coupled control of weak planes and brittle minerals on fracture propagation. Results indicate that laminated shales exhibit pronounced mechanical anisotropy. Loading parallel to laminations induces tensile splitting along weak planes, significantly reducing strength. Conversely, perpendicular loading generates complex fracture networks of horizontal secondary fractures along laminae and vertical main fractures through the matrix. Furthermore, 3D fractal dimension analysis quantifies fracture network complexity as follows: organic-poor clay-feldspar laminated shale > organic-poor clay-feldspar-calcareous laminated shale > organic-rich massive shale. Microscopic observations confirm that fracture propagation is jointly governed by weak plane systems and brittle mineral content, which collectively determine macroscopic failure patterns. These findings clarify how lamination type controls the laboratory mechanical response and fracture morphology of deep shale and provide a laboratory-scale framework for comparing lamination-related differences in mechanical anisotropy and fracture complexity in the Qiongzhusi Formation.

Applied SciencesVol. 16(8)
Chongqing University (CN), Southwest Petroleum University (CN), PetroChina Southwest Oil and Gas Field Company (China)
National Natural Science Foundation of China
Openalex Percentile: Top 20%
Rock Mechanics and Modeling
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