Skip to main content

Nano-Scale Characterization of Organic-Rich Shale via Indentation Methods

  • Chapter
  • First Online:
New Frontiers in Oil and Gas Exploration

Abstract

Gas shale or organic-rich shale is a porous multi-scale material that consists essentially of clay, silt inclusions, air voids, and kerogen, which is gaseous organic matter. Assessing the mechanical behavior of gas shale across several length scales is a challenging task due to the complex nature of the material. Therefore, the aim of this investigation is to introduce a novel framework based on nano-mechanics to characterize the elastic and plastic properties of gas shale using advanced techniques such as scanning electron microscopy (SEM), statistical nano-indentation, and micromechanical modeling. An indentation consists in pressing a diamond stylus against a soft material and measuring both the Young’s modulus and hardness from the force and penetration depth measurements. Meanwhile, the grid indentation technique consists in carrying out a large array of indentation tests and applying statistical analysis so as to represent the overall behavior as the convolute response of several individual mechanical phases. The specimens analyzed in this study were extracted from major gas shale plays in the USA—Antrim shale from the Michigan Basin in Michigan State and Barnett shale from the Bend Arch-Fort Worth Basin in Texas—and in France—Toarcian shale from the Paris Basin. SEM reveals a heterogeneous granular microstructure with the grain size ranging from 30 to 100 μm; meanwhile, statistical indentation enables to identify the basic micro-constituents. Finally, micromechanics theory makes it possible to bridge the nanometer and macroscopic length scales. The field of applications is vast including major energy-related schemes such as hydrocarbon recovery for oil and gas wells, carbon dioxide geological sequestration, or nuclear waste store in depleted wells.

The original version of this chapter was revised. An erratum to this chapter can be found at DOI 10.1007/978-3-319-40124-9_17

An erratum to this chapter can be found at http://dx.doi.org/10.1007/978-3-319-40124-9_17

This is a preview of subscription content, log in via an institution to check access.

Access this chapter

Chapter
USD 29.95
Price excludes VAT (USA)
  • Available as PDF
  • Read on any device
  • Instant download
  • Own it forever
eBook
USD 84.99
Price excludes VAT (USA)
  • Available as EPUB and PDF
  • Read on any device
  • Instant download
  • Own it forever
Softcover Book
USD 169.99
Price excludes VAT (USA)
  • Compact, lightweight edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info
Hardcover Book
USD 109.99
Price excludes VAT (USA)
  • Durable hardcover edition
  • Dispatched in 3 to 5 business days
  • Free shipping worldwide - see info

Tax calculation will be finalised at checkout

Purchases are for personal use only

Institutional subscriptions

References

  1. Annual Energy Outlook with Projections to 2035. (2010). U. S. Energy Information Administration. DOE/EIA-0383.

    Google Scholar 

  2. Boyer, C., et al. (2011). Shale gas: A global resource. Oilfield Review, 23(3), 28–39.

    Google Scholar 

  3. Bonakdarpour, M., Flanagan, B., Holling, C. and Larson J. W. (2011). The Economic and Employment Contributions of Shale Gas in the United States. IHS Global Insight (USA) Inc.

    Google Scholar 

  4. Abbas, S. Lecampion, B., and Prioul B. (2013). Competition between Transverse and Axial Hydraulic fractures in Horizontal Wells. Society of Petroleum Engineers. SPE-163848-MS.

    Google Scholar 

  5. Lhomme, T., Detournay, E., & Jeffrey, R. (2005). Effect of fluid compressibility and borehole radius on the propagation of a fluid-driven fracture. In Proceedings of 11th International Conference on Fracture. Turin, Italy.

    Google Scholar 

  6. Ortega, J. A. (2009). Microporomechanical modeling of shale. Massachusetts Institute of Technology.

    Google Scholar 

  7. Bobko, C., & Ulm, F.-J. (2008). The nano-mechanical morphology of shale. Mechanics of Materials, 40(4), 318–337.

    Google Scholar 

  8. Deirieh, A. A. M. (2011). Statistical Nano-Chemo-Mechanical Assessment of Shale by Wave-Dispersive Spectroscopy and Nano-Indentation. Master Thesis. Massachusetts Institute of Technology.

    Google Scholar 

  9. Bennett, K. C., et al. (2015). Instrumented nanoindentation and 3D mechanistic modeling of a shale at multiple scales. Acta Geotechnica, 10(1), 1–14.

    Google Scholar 

  10. Curtis, M. E., et al. (2011). Transmission and scanning electron microscopy investigation of pore connectivity of gas shales on the nanoscale. In North American Unconventional Gas Conference and Exhibition. Society of Petroleum Engineers.

    Google Scholar 

  11. Sone, H., & Zoback, M. D. (2013). Mechanical properties of shale-gas reservoir rocks—part 2: Ductile creep, brittle strength, and their relation to the elastic modulus. Geophysics, 78(5), D393–D402.

    Article  Google Scholar 

  12. Vandamme, M., & Ulm, F.-J. (2006). Viscoelastic solutions for conical indentation. International Journal of Solids and Structures, 43(10), 3142–3165.

    Article  MATH  Google Scholar 

  13. Miller, M., et al. (2008). Surface roughness criteria for cement paste nanoindentation. Cement and Concrete Research, 38(4), 467–476.

    Article  Google Scholar 

  14. Vasconcelos, G., et al. (2008). Ultrasonic evaluation of the physical and mechanical properties of granites. Ultrasonics, 48(5), 453–466.

    Article  Google Scholar 

  15. Hassan, M., Burdet, O., & Favre, R. (1995). Ultrasonic measurements and static load tests in bridge evaluation. NDT & E International, 28(6), 331–337.

    Article  Google Scholar 

  16. Sack, D. A., & Olson, L. D. (1995). Advanced NDT methods for evaluating concrete bridges and other structures. NDT & E International, 28(6), 349–357.

    Article  Google Scholar 

  17. Far, M. E., Hardage, B., & Wagner, D. (2013). Inversion of elastic properties of fractured rocks from AVOAZ data Marcellus Shale example. In 2013 SEG Annual Meeting. Society of Exploration Geophysicists.

    Google Scholar 

  18. Bobko, C. P. (2008). Assessing the Mechanical Microstructure of Shale by Nano-Indentation: The link between Mineral Composition and Mechanical Properties. Ph. D. Thesis. Massachusetts Institute of Technology.

    Google Scholar 

  19. Gale, J. F., Reed, R. M., & Holder, J. (2007). Natural fractures in the Barnett Shale and their importance for hydraulic fracture treatments. AAPG Bulletin, 91(4), 603–622.

    Article  Google Scholar 

  20. Hill, R. R. C. C. (1992). Analysis of natural fractures in the Barnett Shale, in Mitchell Energy Corporation T. P. Sims no. 2, Wise County, Texas (p. 50). Chicago, IL: Gas Research Institute.

    Google Scholar 

  21. Kim, K., & Mubeen, A. (1980). Fracture toughness of Antrim shale. Houghton, MI, USA: Michigan Technological Univ., Dept. of Mining Engineering.

    Google Scholar 

  22. Koesoemadinata, A., et al. (2011). Seismic reservoir characterization in Marcellus Shale. In 2011 SEG Annual Meeting. Society of Exploration Geophysicists.

    Google Scholar 

  23. McGinley, M., Zhu, D., & Hill, A. D. (2015). The effects of fracture orientation and elastic property anisotropy on hydraulic fracture conductivity in the Marcellus Shale. In SPE Annual Technical Conference and Exhibition. Society of Petroleum Engineers.

    Google Scholar 

  24. Hustrulid, W., & Johnson, G. A. (1990). Rock Mechanics Contributions and Challenges: Proceedings of the 31st US Symposium on Rock Mechanics (Vol. 31). CRC Press.

    Google Scholar 

  25. Salehi, I. (2010). New Albany shale gas project. Des Plaines, IL: Gas Technology Institute.

    Google Scholar 

  26. Instruments, C. (2014). Technical features 2014- nanoindentation tester (NHT2). Switzerland.

    Google Scholar 

  27. Oliver, W. C., & Pharr, G. M. (1992). An improved technique for determining hardness and elastic modulus using load and displacement sensing indentation experiments. Journal of Materials Research, 7(06), 1564–1583.

    Article  Google Scholar 

  28. Constantinides, G., et al. (2006). Grid indentation analysis of composite microstructure and mechanics: Principles and validation. Materials Science and Engineering A, 430(1), 189–202.

    Google Scholar 

  29. Constantinides, G., & Ulm, F.-J. (2007). The nanogranular nature of C–S–H. Journal of the Mechanics and Physics of Solids, 55(1), 64–90.

    Google Scholar 

  30. Constantinides, G., Ulm, F.-J., & Van Vliet, K. (2003). On the use of nanoindentation for cementitious materials. Materials and Structures, 36(3), 191–196.

    Article  Google Scholar 

  31. Vandamme, M. (2008). The nanogranular origin of concrete creep: A nanoindentation investigation of microstructure and fundamental properties of calcium-silicate-hydrates. Cambridge, MA: Massachusetts Institute of Technology.

    Google Scholar 

  32. Dempster AP, Laird N, Rubin DB. Maximum Likelihood from Incomplete Data via the EM Algorithm. Journal of the Royal Statistical Society Series B (Methodological). 1977;39(1):1–38.

    MathSciNet  MATH  Google Scholar 

  33. McLachlan G, Basford KE. Mixture models: Inference and applications to clustering. Applied statistics: Textbooks and monographs. New York: Dekker; 1988. doi:10.2307/2348072.

    MATH  Google Scholar 

  34. McLachlan, G., & Peel, D. (2004). Finite mixture models. New York: John Wiley & Sons.

    MATH  Google Scholar 

  35. McLachlan, G. J., et al. (1999). The EMMIX software for the fitting of mixtures of normal and t-components. Journal of Statistical Software, 4(2), 1–14.

    Article  Google Scholar 

  36. Fraley, C., & Raftery, A. E. (1999). MCLUST: Software for model-based cluster analysis. Journal of Classification, 16(2), 297–306.

    Article  MATH  Google Scholar 

  37. Fraley, C., & Raftery, A. E. (2007). Model-based methods of classification: Using the mclust software in chemometrics. Journal of Statistical Software, 18(6), 1–13.

    Article  Google Scholar 

  38. Fraley, C., & Raftery, A. E. (2002). Model-based clustering, discriminant analysis, and density estimation. Journal of the American Statistical Association, 97(458), 611–631.

    Article  MathSciNet  MATH  Google Scholar 

  39. DeJong, M. J., & Ulm, F.-J. (2007). The nanogranular behavior of CSH at elevated temperatures (up to 700 °C). Cement and Concrete Research, 37(1), 1–12.

    Article  Google Scholar 

  40. Hornby, B. E., Schwartz, L. M., & Hudson, J. A. (1994). Anisotropic effective-medium modeling of the elastic properties of shales. Geophysics, 59(10), 1570–1583.

    Article  Google Scholar 

  41. Marion, D., et al. (1992). Compressional velocity and porosity in sand-clay mixtures. Geophysics, 57(4), 554–563.

    Article  Google Scholar 

  42. Wang, Z., Wang, H., & Cates, M. E. (2001). Effective elastic properties of solid clays. Geophysics, 66(2), 428–440.

    Article  Google Scholar 

  43. Mavko, G., Mukerji, T., & Dvorkin, J. (1998). The rock physics handbook: Tools for seismic analysis in porous media. Cambridge, UK: Cambridge Univ. Press. 329 pp.

    Google Scholar 

  44. Simmons G, Wang H. Single crystal elastic constants and calculated aggregate properties. Cambridge, MA, USA: The MIT Press; 1971.

    Google Scholar 

  45. Gandais, M., & Willaime, C. (1984). Mechanical Properties of Feldspars. In Feldspars and Feldspathoids: Structures, Properties and Occurrences. NATO ASI Series, 137, 207–246.

    Google Scholar 

  46. Kumar, V., et al. (2012). Estimation of elastic properties of organic matter in Woodford Shale through nanoindentation measurements. In SPE Canadian Unconventional Resources Conference. Society of Petroleum Engineers.

    Google Scholar 

  47. Budiansky, B. (1965). On the elastic moduli of some heterogeneous materials. Journal of the Mechanics and Physics of Solids, 13(4), 223–227.

    Google Scholar 

  48. Hill, R. (1967). The essential structure of constitutive laws for metal composites and polycrystals. Journal of the Mechanics and Physics of Solids, 15(2), 79–95.

    Google Scholar 

  49. Eshelby, J. D. (1957) The determination of the elastic field of an ellipsoidal inclusion, and related problems. In Proceedings of the Royal Society of London A: Mathematical, Physical and Engineering Sciences. The Royal Society

    Google Scholar 

  50. Arson, C., & Pereira, J. M. (2013). Influence of damage on pore size distribution and permeability of rocks. International Journal for Numerical and Analytical Methods in Geomechanics, 37(8), 810–831.

    Google Scholar 

  51. BarthÕlÕmy, J. F., Souque, C., & Daniel, J. M. (2013). Nonlinear homogenization approach to the friction coefficient of a quartz‐clay fault gouge. International Journal for Numerical and Analytical Methods in Geomechanics, 37(13), 1948–1968.

    Google Scholar 

Download references

Acknowledgments

The authors would like to thank Total S. A., Paris, France, for providing the gas shale specimens tested and analyzed in this investigation. The research was funded by Prof. Akono Start-up funds account which was provided by the Department of Civil and Environmental Engineering as well as the College of Engineering at University of Illinois at Urbana-Champaign. In addition, we acknowledge the Distinguished Structural Engineering Fellowship that supported Pooyan Kabir during his Ph.D. studies. The work was carried out in part in the Frederick Seitz Materials Research Laboratory Central Research Facilities, University of Illinois at Urbana-Champaign.

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Ange-Therese Akono .

Editor information

Editors and Affiliations

Rights and permissions

Reprints and permissions

Copyright information

© 2016 Springer International Publishing Switzerland

About this chapter

Cite this chapter

Akono, AT., Kabir, P. (2016). Nano-Scale Characterization of Organic-Rich Shale via Indentation Methods. In: Jin, C., Cusatis, G. (eds) New Frontiers in Oil and Gas Exploration. Springer, Cham. https://doi.org/10.1007/978-3-319-40124-9_6

Download citation

  • DOI: https://doi.org/10.1007/978-3-319-40124-9_6

  • Published:

  • Publisher Name: Springer, Cham

  • Print ISBN: 978-3-319-40122-5

  • Online ISBN: 978-3-319-40124-9

  • eBook Packages: EnergyEnergy (R0)

Publish with us

Policies and ethics