Anisotropic Mechanical Parameter Testing of Bedded Shale and Its Influence Mechanisms on Hydraulic Fracture Propagation
Abstract
1. Introduction
2. Sample Collection and Equipment Description
2.1. Sample Collection
2.2. Sample Processing
2.3. Equipment Introduction
2.3.1. Millimeter Indentation Test Equipment
2.3.2. Uniaxial Compression Testing
2.3.3. X-Ray Diffraction Analysis
2.3.4. X-Ray Computed Tomography
3. Test Principle and Test Method
3.1. Test Principle
The Principle of the Millimeter Indentation Test


3.2. Test Protocol
4. Experimental Results
5. Analysis
5.1. Different Measurement Points at the Same Depth
5.2. Differences in Mechanical Parameters Under Different Bedding Directions
5.3. Differences in Mechanical Parameters at Different Depths
6. Hydraulic Fracturing Simulation
6.1. Governing Equations
6.2. Simulation Model
6.2.1. Mesh Generation
6.2.2. Boundary Conditions
6.2.3. Initial Parameter Definitions
6.2.4. Convergence Criteria
6.3. Method Validation
6.4. Simulation Results
6.4.1. Fracture Initiation Laws in Shale Reservoirs Under Different Elastic Modulus Distributions
6.4.2. Hydraulic Fracture Propagation Under Discretized Elastic Modulus Distribution
- (1)
- Model A
- (2)
- Model B
6.4.3. Hydraulic Fracture Propagation Under Homogenized Elastic Modulus Distribution
6.5. Hydraulic Fracture Propagation Mechanism
6.5.1. Discretized Elastic Modulus Distribution
6.5.2. Homogenized Elastic Modulus Distribution
6.5.3. Application and Generalization of Research Findings
7. Conclusions
- (1)
- The elastic modulus of the Qingshankou Formation shale reservoir exhibits significant anisotropic properties in both the depth and bedding orientations. The elastic modulus measured parallel to bedding (10.23–65.08 Gpa; the average value is 30.85 GPa) is 28% higher than that measured perpendicular to bedding (9.60–47.24 GPa; the average value is 24.09 GPa) due to shale bedding anisotropy. The mineralogical composition predominantly governs the depth-dependent anisotropy, with an elevated brittle mineral content increasing the elastic modulus and higher clay content reducing it.
- (2)
- In contrast to the symmetric fracture growth predicted by conventional homogeneous elastic modulus models, the depth-dependent anisotropy of elastic modulus induces asymmetric hydraulic fracture propagation, with fractures preferentially extending along the orientations exhibiting a higher elastic modulus. This behavior arises due to the enhanced brittleness and reduced deformation resistance of high-modulus rocks, facilitating fracture advancement. Conversely, reservoirs with a lower elastic modulus display increased ductility, dissipating energy through plastic deformation and consequently inhibiting fracture propagation.
Author Contributions
Funding
Institutional Review Board Statement
Informed Consent Statement
Data Availability Statement
Conflicts of Interest
References
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| Location | Brittle Mineral Content (%) | Clay Mineral Content (%) | Elastic Modulus/GPa (Parallel to Bedding) |
|---|---|---|---|
| 2325.98 m | 65.7 | 7.2 | 57.46 |
| 2326.10 m | 35.2 | 64.8 | 13.85 |
| 2327.50 m | 81.2 | 9.3 | 65.26 |
| 2330.62 m | 57 | 42.1 | 34.01 |
| 2332.58 m | 42.1 | 57.9 | 14.11 |
| 2336.92 m | 43.9 | 55.7 | 13.37 |
| Parameters | Bedding | Rock Matrix |
|---|---|---|
| Case 1: Discretized Elastic Modulus/GPa | 15 (Weibull random distribution) | Discretized based on experimental data |
| Case 2: Homogenized Elastic Modulus/GPa | 15 (Weibull random distribution) | 29.20 (Weibull random distribution) |
| Poisson’s Ratio | 0.25 | 0.18 |
| Density/kg/m3 | 1600 | 2600 |
| Friction Angle/° | 15 | 18 |
| Tensile Strength/MPa | 10 | 20 |
| Compressive Strength/MPa | 100 | 200 |
| Initial Permeability/mD | 0.1 | 0.01 |
| Initial Porosity | 0.05 | 0.013 |
| Biot’s Coefficient/(−) | 0.5 | 0.5 |
| Parameters | Value |
|---|---|
| Elastic Modulus/GPa | 29.2 |
| Poisson’s Ratio | 0.25 |
| Density/kg/m3 | 2600 |
| Friction Angle/° | 18 |
| Tensile Strength/MPa | 20 |
| Compressive Strength/MPa | 200 |
| Initial Permeability/mD | 0.01 |
| Initial Porosity | 0.013 |
| Biot’s Coefficient/(−) | 0.1 |
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Zhao, Z.; Liu, Y.; Shang, L.; Song, J.; Li, M.; Hu, D.; Yang, F. Anisotropic Mechanical Parameter Testing of Bedded Shale and Its Influence Mechanisms on Hydraulic Fracture Propagation. Appl. Sci. 2026, 16, 2534. https://doi.org/10.3390/app16052534
Zhao Z, Liu Y, Shang L, Song J, Li M, Hu D, Yang F. Anisotropic Mechanical Parameter Testing of Bedded Shale and Its Influence Mechanisms on Hydraulic Fracture Propagation. Applied Sciences. 2026; 16(5):2534. https://doi.org/10.3390/app16052534
Chicago/Turabian StyleZhao, Zhihao, Yuan Liu, Litao Shang, Jinliang Song, Man Li, Dawei Hu, and Fujian Yang. 2026. "Anisotropic Mechanical Parameter Testing of Bedded Shale and Its Influence Mechanisms on Hydraulic Fracture Propagation" Applied Sciences 16, no. 5: 2534. https://doi.org/10.3390/app16052534
APA StyleZhao, Z., Liu, Y., Shang, L., Song, J., Li, M., Hu, D., & Yang, F. (2026). Anisotropic Mechanical Parameter Testing of Bedded Shale and Its Influence Mechanisms on Hydraulic Fracture Propagation. Applied Sciences, 16(5), 2534. https://doi.org/10.3390/app16052534

