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Original Paper | Open Access

Study on flow capacity and percolation behavior of hydraulically induced bedding fracture by different fluids in full-diameter shale cores

Hong-Tao Fua,b, Kao-Ping Songa, Er-Long Yangc, Yu Zhaod, Xi Xiae, Li-Hao Liange,f( )
Unconventional Petroleum Research Institute, China University of Petroleum (Beijing), Beijing, 102249, China
School of Mechanics and Engineering Science, Peking University, Beijing, 100871, China
School of Petroleum Engineering, Northeast Petroleum University, Daqing, 163318, Heilongjiang, China
Research Institute of Exploration and Development of Daqing Oilfield Company Ltd., Daqing, 163712, Heilongjiang, China
School of Petroleum Engineering, China University of Petroleum (Beijing), Beijing, 102249, China
Research Institute of Petroleum Exploration & Development, Beijing, 100083, China

Edited by Jia-Jia Fei

Peer review under the responsibility of China University of Petroleum (Beijing).

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Abstract

Chinaʼs continental shale exhibits favorable geological characteristics and substantial resource potential, yet oil recovery for natural energy extraction remains critically low. Investigating the mechanisms of hydraulically induced bedding fracture to generate complex fracture networks in continental shale, and establishing effective flow systems, is of utmost importance. This study employs laboratory experiments and numerical simulations to investigate the flow capacity and percolation behavior of hydraulically induced bedding fractures by different fluids in full-diameter shale cores. Hydraulic stimulation using different fluids generates bedding plane fracture networks, establishing effective flow systems. Eroded and detached shale fragments support localized fractures, thereby increasing their opening and enhancing flow capacity. Cetyltrimethylammonium bromide (CTAB) solution and SiO2 solution reduce the hydration of the shale surface, preventing shale fragments from swelling and disintegrating, leading to more stable percolation behavior. Eroded and spalled shale fragments near the injection point are transported to farther locations, where they help support localized fractures. This process differs from conventional hydraulic fracturing. Under a constant injection rate, the velocity in the smaller flow paths near the closure is significantly higher than that in the main flow paths, leading to pronounced bypass flow behavior. This restricts the percolation of fluid during imbibition in shale cores. The results provide valuable insights into the mechanism of hydraulically induced bedding fracture in continental shale, offering guidance for the effective development of shale reservoirs.

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Petroleum Science
Pages 5084-5096

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Cite this article:
Fu H-T, Song K-P, Yang E-L, et al. Study on flow capacity and percolation behavior of hydraulically induced bedding fracture by different fluids in full-diameter shale cores. Petroleum Science, 2025, 22(12): 5084-5096. https://doi.org/10.1016/j.petsci.2025.09.035

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Received: 18 January 2025
Revised: 22 September 2025
Accepted: 22 September 2025
Published: 25 September 2025
© 2025 The Authors.

This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/).