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Open Access Original Paper Issue
Multiscale anisotropic mechanical properties of oil shale: New insights from nanoindentation profiling
Petroleum Science 2026, 23(1): 33-51
Published: 10 September 2025
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Oil shale reservoirs are characterized by significant heterogeneity in mineral components and pronounced anisotropy in micromechanical properties—both influencing resource recovery. We couple fine-scale nanoindentation and mineral analyzer (Tescan Integrated Mineral Analyzer (TIMA)) profiling of the mechanical properties and components of oil shale samples from the Ordos Basin, China. We use an updated clustering method, including a more precise way to delineate mineral boundaries, to precisely categorize the numerous nanoindentation test data into mineral composition groups. The lowest-to-highest ranking of Young's modulus and fracture toughness values in our samples is in the order clay, quartz, feldspar, dolomite, and then pyrite. Anisotropic characteristics of each phase were determined at various scales, with values of Young's modulus and fracture toughness are higher on surfaces parallel to the bedding plane than on those perpendicular to it. The clay-rich dark phase exhibits lower Young's modulus, making its pore structures more prone to collapse during gas depletion. Conversely, the fracture toughness of the bright phase is higher than that of the dark phase, causing the hydraulic fracturing to more easily penetrate through the dark phase and stop at the bright phase boundary. These divergences in mechanical properties are caused by the microstructure of the oil shale during sedimentation: the discrete distribution of hard minerals in the bright phase constrains deformation, while the lamellar clay layers in the dark phase provide less restriction. Upgraded mesoscopic mechanical parameters obtained from the modified Mori-Tanaka method, incorporating a shape factor, return results close to reality. Young's modulus and fracture toughness are lower at the mesoscale than at the microscale, indicating greater rigidity and toughness in fine structures. This study provides important insights into the cross-scale deformation and fracture behavior of shale, highlighting its impact on reservoir deformation, fracture propagation, and oil recovery efficiency.

Open Access Original Article Issue
Impact of micro-scale characteristics of shale reservoirs on gas depletion behavior: A microscale discrete model
Advances in Geo-Energy Research 2025, 15(2): 143-157
Published: 02 January 2025
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Shale gas has become increasingly significant in the global energy supply. Mineral heterogeneity in shales importantly impacts gas transport within the shale matrix and therefore the depletion history curve. A microscale discrete coupling model is introduced to clarify mass transfer and mechanical interactions, as well as their impact on gas transport properties, ranging from individual mineral through ensemble field scale. The model uses a mineral morphology thin-section obtained through tescan integrated mineral analyzer with the mechanical parameters, controlling both elastic and viscosity behavior of each mineral, achieved through nanoindentation. A coupled model for poromechanical evolution is proposed and solved using COMSOL. The applicability of the model results are validated against field data using a dimensionless approach. This confirms that in the early stages of gas depletion, gas is primarily liberated from inorganic minerals, whereas in later stages, it is predominantly sourced from adsorbed gas from the organic matter. Over time, the permeability of the inorganic minerals decreases, and a higher Young’s modulus of the minerals results in a greater ultimate permeability ratio. Evolution of the effective diffusion coefficient for the organic matter is controlled by multiple components. A negative correlation exists between mineral grain size and the creep effects, indicating that larger grain sizes result in smaller creep magnitudes during gas production. The Young’s modulus of inorganic matter is inversely correlated with the diffusion coefficient, while an increase in the Young’s modulus in the organic matter corresponds to a higher diffusion coefficient. The proposed model complements the traditional continuum dual-medium method and provides a clearer understanding of the interactions between minerals during gas depletion behavior.

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