Research Progress on the Microfracture of Shale: Experimental Methods, Microfracture Propagation, Simulations, and Perspectives

The fracture network generated by hydraulic fracturing in unconventional shale reservoirs contains numerous microfractures that are connected to macroscopic fractures. These microfractures serve as crucial pathways for shale gas to flow out from micro- and nano-scale pores, playing a critical role in enhancing shale gas recovery. Currently, more attention is being given by academia and industry to the evolution of macroscopic fracture networks, while the understanding of the microfracture mechanisms and evolution is relatively limited. A significant number of microfractures are generated during the hydraulic fracturing process of shale. These microfractures subsequently propagate, merge, and interconnect to form macroscopic fractures. Therefore, studying the fracture process of rock masses from a microscale perspective holds important theoretical significance and engineering value. Based on the authors’ research experience and literature review, this paper provides a brief overview of current progress in shale microfracture research from five aspects: in situ observation experiments of microfractures in shale, formation and evolution processes of discontinuous microfractures, the impact of inhomogeneity on microfracture propagation, measurement methods for microscale mechanical parameters and deformation quantities in shale, and numerical simulation of shale microfractures. This paper also summarizes the main challenges and future research prospects in shale microfracture studies, including: (1) quantitative characterization of in situ observation experimental data on shale microfractures; (2) formation and evolution laws of macroscopic, mesoscopic, and microscopic multi-scale discontinuous fractures; (3) more in-depth and microscale characterization of shale heterogeneity and its deformation and fracture mechanisms; (4) acquisition of shale micro-mechanical parameters; (5) refinement and accuracy improvement of the numerical simulation of microfractures in shale. Addressing these research questions will not only contribute to the further development of microfracture theory in rocks but also provide insights for hydraulic fracturing in shale gas extraction.