Numerical Study of the Mechanical Properties and Failure Mechanisms of Shale Under Different Loading Conditions

The fracturing performance of shale directly influences the effectiveness of shale gas development. To investigate the impact of bedding on the anisotropic mechanical properties and failure modes of shale under different stress paths, a shale model with randomly generated bedding planes was established using RFPA3D. Uniaxial compression, direct tension, and triaxial compression numerical simulations were conducted. The results reveal the following key findings: (1) With an increase in the bedding angle, the uniaxial compressive strength of shale shows a U-shaped change trend, while the tensile strength gradually decreases. Under the two loading conditions, the failure mechanism of the samples is significantly different, and the influence of the bedding distribution position on the direct tensile failure mode is more significant. (2) The confining pressure reduces the brittleness and anisotropy of shale by altering the internal stress distribution and inhibiting the propagation of microcracks. When the confining pressure increases from 0 MPa to 22.5 MPa, the strength increases by about 41% when the bedding angle is 30°, while the strength of 0° bedding only increases by 29%. (3) The frictional constraint effect plays a significant role in shale strength. Frictional stresses influence the strength near the interface between the bedding and the matrix, while the regions outside this interface maintain the original stress state. In shale with inclined bedding, shear stress promotes slip along the bedding planes, which further reduces the overall strength. The research findings hold significant guiding value for optimizing fracturing designs and enhancing the efficiency of shale gas development.