Impact of hydraulic fracturing in the overburden of shale resource plays: Process-based evaluation (SHAPE-UK)

Lead Research Organisation: Newcastle University
Department Name: Sch of Engineering

Abstract

In recent years, the UK has made significant progress in establishing renewable sources of energy. Solar, wind, biomass and hydro have seen a steady rise in use over the past decade, having gone from providing less than 5% of our electricity in 2004 to nearly 25% in 2016 (DBEIS, 'DUKES' - chapter 6, 2017). Nevertheless, natural gas will continue to be an important fuel in a transition to a carbon neutral supply of electricity. Furthermore, natural gas currently heats roughly 80% of our homes in the UK, and provides an important industrial feedstock. As North Sea gas reserves decline, the UK has in a decade gone from a position of self-sufficiency to importing over 50% of its natural gas. Therefore, for reasons of energy security, affordability and environmental impact, it is desirable to increase domestic gas supplies until we reach a point where carbon neutral energy sources are better established (e.g., nuclear).
Shale gas and shale oil has transformed the World's energy market, contributing to the reduction of world oil prices and the USA becoming self-sufficient in both gas and oil. Furthermore, CO2 emissions in the USA are back to levels last seen in the early 1990s, because electricity generation has moved from coal- to gas-fired power stations. However, the move to shale gas has not been without controversy. Shale gas resources normally require hydraulic fracture stimulation - or fracking - in order to achieve production at economic rates. This technique is contentious due to public fears over a range of issues, including ground water contamination, induced seismicity, atmospheric emissions and ground subsidence.
In November 2017 the UK will see its first shale gas stimulation in over 6 years, which will occur in the Vale of Pickering, North Yorkshire. The UK has a strict regulatory framework for shale gas exploitation, which requires close monitoring of any fluid leakage, fracture growth and induced seismicity associated with fracking. To achieve this requires a detailed understanding of local geology, and robust means of sensing fluid movement and stress changes before, during and after stimulation (e.g., geophysical monitoring). SHAPE-UK is a project that will establish a series of best practice recommendations for monitoring and mitigating fluid leakage into the overlying sediments and close to boreholes. To accomplish this, it is crucial that we understand the mechanical processes occurring in the subsurface, which are dependent on the composition of the rock, the chemistry of the fluids, and the structures they encounter (e.g., faults). Through a linked series of work packages that integrate geology, geophysics, geochemistry, petroleum engineering and geomechanics, we will be able to address fundamental scientific questions about the mechanisms for leakage, and how the leaking fluids might affect the sub-surface environment.
A team of leading experts from a range of disciplines at 6 institutions has been assembled to address 'coupled processes from the reservoir to the surface' - Challenge 3 of the NERC call for proposals in the strategic programme area of Unconventional Hydrocarbons in the UK Energy System. We will exploit newly acquired data from the UK Geoenergy Observatory near Thornton in Cheshire. We are also very fortunate to have access to seismic, borehole and geologic data from a new shale gas development in North Yorkshire and a dataset from a mature shale gas resource in Western Canada. Our project partners include regulatory bodies who monitor ground water and seismicity during shale gas operations. The team has access to several comprehensive datasets and are thus in a very strong position to answer fundamental science questions associated with shale gas stimulation, which will provide a firm foundation for an effective regulatory policy. We expect this project to be a role model study for future developments in the UK and internationally.

Planned Impact

The potential for using hydraulic fracturing for the production of shale gas in the UK may lead to significant economic benefits, but it is also a controversial activity. The overarching objective of the SHAPE-UK project is to provide a robust framework with which to assess, monitor and mitigate risks of leakage through the overburden of UK shale gas prospects - key issues in terms of public perception and robust regulation. The economic and regulatory importance of the project is significant and, given the generic nature of the work with respect to geological containment, there are many potential beneficiaries of the research.

Who would benefit from the proposed research?
Industry:
-Companies involved in production of hydrocarbons from unconventional reservoirs
-Companies involved in exploration and production of conventional hydrocarbons: risk assessment of petroleum seals and more effective and safer drilling of the overburden
-Companies involved in CO2 and gas storage, mining and geothermal exploitation, where rapid stress changes within the overburden can result in felt seismic activity and possible leakage through the overburden

Government and Regulatory Organisations:
-UK Policymakers and Regulators, including DBEIS and the UK and Scottish Environment Agency
-Oil and Gas Authority
-Nuclear Decommissioning Authority and similar European bodies (NAGRA, ANDRA)

Technology Organisers and Providers:
-UK: Energy Technologies Institute, Innovate UK, UKCCSRC, UKOOG, ITF
-Europe and Beyond: European Environment Agency, EERA, IEA GHG

The general public:
-Via local councils, rotary clubs, etc., in areas of proposed shale gas exploration

How might the potential beneficiaries benefit?

We have worked closely with UK and overseas industry and regulators in all key areas of this proposal and are well placed to transfer results and knowledge. We also have a strong track record in public communication of science.

Financial beneficiaries: Companies applying for an onshore production licence (a Petroleum Exploration and Development Licence, PEDL), and, by association, UK PLC, require sound geologic risk assessment and will benefit from the framework resulting from this proposed work. On a more international scale, the issues faced with using hydraulic fracturing as a technique for developing hydrocarbon resources in proximity to substantial populations are not problems unique to the UK; potential shale gas provinces exist in other populated areas in North America (NY State has a fracking moratorium), Europe and beyond.

Regulators: will benefit from the project deliverables, including white papers and best-practice recommendations. Their involvement on the management boards of SHAPE-UK will ensure this. Examples include seismic network design, monitoring strategies, and a better understanding of environmental risks.

General public: local populations within the vicinity of proposed shale gas sites require clear and unbiased information about the safety of hydraulic fracturing. These communities will benefit from impartial and independent scientific information regarding potential leakage mechanisms and fracking in general.

Software development: A number of the investigators in the SHAPE-UK project have experience in producing commercially viable software, for example: fault seal analysis (Traptester, RDR Petrel Fault Analysis Plugin); coupled flow geomechanical modelling (ELFENRS); seismic modelling (ATRAK); geomechanical prediction of microseismicity (ELFEN TGR); and pore pressure prediction (ShaleQuant). This will benefit UK PLC, as evinced by many of our 4* Impact Case Studies in REF2014.

Young scientists: Our students and young researchers have a strong track record of entering geological and environmental industries. Through annual meetings with industry representatives, they learn time management skills and are also obliged to see the relevance and potential impact of their research.

Publications

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Charlton T (2023) Micromechanical characterisation of overburden shales in the Horn River Basin through nanoindentation in IOP Conference Series: Earth and Environmental Science

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Graham S (2022) New micromechanical data and modelling framework for the elastic response of calcareous mudstones in International Journal of Rock Mechanics and Mining Sciences

 
Title Thomas Fender Thesis Machine Learning Images and Results 
Description Machine Learning predictions based off the Eagle Ford and Green River shales used within Thomas Fender's PhD Thesis, entitled "Using Atomic Force Microscopy to Analyse the Geomechanical Properties of Organic Rich Rocks" 
Type Of Art Image 
Year Produced 2021 
URL https://data.ncl.ac.uk/articles/figure/Thomas_Fender_Thesis_Machine_Learning_Images_and_Results/1461...
 
Description The global drive towards net zero carbon emissions has led to a rapidly growing interest in subsurface technologies such as geological storage of CO2, storing energy underground in the form of hydrogen and compressed air, and construction of nuclear waste repositories. Shales, describing fine-grained sedimentary rocks of variable mineralogy, represent important components of these future energy and decarbonisation systems. They act as reservoirs for unconventional gas production and, crucially, serve as subsurface seals due to their low permeability, controlling the flow and potential leakage of fluids which is critical to achieving long-term geological storage objectives. Both applications require knowledge of the geomechanical response to predict how the shale will deform or fracture due to pressure changes after fluid injection. However, the mechanical properties of shale are difficult to measure on core samples as they often break apart.

In this project, we used a technique called nanoindentation to measure the mechanical properties of the micron-sized grains that form the shale. We conducted nanoindentation grids on both overburden and reservoir samples. We then carried out chemical analysis of the grids and used an automated clustering procedure to identify the mechanical properties of different minerals in each shale. We found that the overburden is dominated by a soft clay matrix that shows a tendency to creep over time, a process that would help close induced fractures. In contrast, the low-clay reservoir shales were harder with much less creep. We also successfully explored the use of upscaling schemes to link the grain-scale elastic stiffness to core measurements and to field-scale microseismic data.
Exploitation Route The research outcomes will be relevant to a range of subsurface technologies including CO2 storage, energy storage and nuclear waste repositories. The high-quality micromechanical data which have been generated (and made available as datasets) could be used to better constrain the effective mechanical properties that result from the microstructural constituents of shale and help validate/develop robust core-scale constitutive models.
Sectors Energy,Environment

URL https://research.ncl.ac.uk/ne2g/publications/
 
Description We contributed to the BGS Report on the review of recent advances in induced seismicity and hydraulic fracturing . The report was commissioned by BEIS and can be accessed from the following link: https://www.gov.uk/government/publications/review-of-the-geological-science-of-shale-gas-fracturing
First Year Of Impact 2022
Sector Energy,Environment
Impact Types Economic,Policy & public services

 
Title Nanoindentation of shales from the Horn River Basin, North West Canada 
Description This dataset contains results from nanoindentation testing of five shale samples from the Horn River Basin (core from wells A100B/94 and D94A/94). The samples are from the following formations: A3 Fort Simpson, A6 Fort Simpson, D1 Muskwa, A16 Otter Park, and A20 Evie. The data is in two sets. Set 1 includes nanoindentation data from all samples, with grids conducted both parallel and perpendicular to the bedding plane. In Set 2, additional chemical analysis of select grids (on samples A3, A6 and A20) was undertaken using SEM/EDS. Both sets include the following tab-separated .txt files: grid_para.txt [Load-displacement-time data for each indent (parallel indentation)]; grid_para_summary.txt [Reduced elastic modulus, hardness and creep modulus for each indent (parallel indentation)]; grid_perp.txt [Load-displacement-time data for each indent (perpendicular indentation)]; grid_perp_summary.txt [Reduced elastic modulus, hardness and creep modulus data for each indent (parallel indentation)]. Set 2 also includes .tif files containing SEM images and EDS chemical analysis of the grids. The data has been filtered to remove indents which show 'pop-in' behaviour or time-displacement curves that do not conform to a logarithmic fit. ACKNOWLEDGMENT - The authors wish to thank the Natural Environment Research Council (NERC) for funding this research through the SHAPE-UK project (grant numbers NE/R018057/1, NE/R017840/1, and NE/R017565/1), which forms Challenge 3 of the UKUH (Unconventional Hydrocarbons in the UK Energy System) programme. 
Type Of Material Database/Collection of data 
Year Produced 2022 
Provided To Others? Yes  
Impact Paper published in Journal of Geophysical Research: Solid Earth (doi.org/10.1029/2022JB025957). 
URL https://www2.bgs.ac.uk/nationalgeosciencedatacentre/citedData/catalogue/5c9eb939-ebc3-46f6-8690-ed1d...
 
Title PosidoniaData.zip 
Description Data contains a complete set of micromechanical results on Posidonia shale for a paper submitted to Journal of Geophysical Research: Solid Earth entitled "Effect of diagenesis on geomechanical properties of organic-rich shale: a multiscale investigation" 
Type Of Material Database/Collection of data 
Year Produced 2020 
Provided To Others? Yes  
Impact This micromechanical dataset on Posidonia shale forms the basis of a recently submitted journal paper to the Journal of Geophysical Research - Solid Earth. 
URL https://data.ncl.ac.uk/articles/dataset/PosidoniaData_zip/13242248
 
Description GEST webinar series 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Postgraduate students
Results and Impact Presentation to Newcastle University Geotechnics and Structures (GEST) group by Dr Tom Charlton (Geomechanical characterisation of shale rocks)
Year(s) Of Engagement Activity 2020
 
Description Poster Presentation (UKUH Annual Meeting) 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Postgraduate students
Results and Impact Presented a poster on "Micromechanical Characterisation of Shale in the Horn River Basin through Nanoindentation" at the UKUH Annual Science Meeting. This involved discussion about the research with a varied audience (PDRAs, PhDs, Academic Researchers, MScs, Industry, etc) and led to plans for future collaborations with various academic institutions.
Year(s) Of Engagement Activity 2021
URL http://www.ukuh.org/events/annualsciencemeeting3/
 
Description Presentation at ARMA (American Rock Mechanics Association) 2021. 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on "Elastic Stiffening of Shale Up to 200°C: Insights From High-Load Nanoindentation Tests" to a world wide audience including specialists, practitioners, scholars, and educators in rock mechanics and geomechanics.
Year(s) Of Engagement Activity 2021
URL https://onepetro.org/ARMAUSRMS/proceedings/ARMA21/All-ARMA21/ARMA-2021-1338/468266
 
Description Presentation at the Centre for Energy Conference - Energy Systems for Net Zero Carbon Emissions 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Professional Practitioners
Results and Impact Presentation on "Multiscale Geomechanical Characterisation of Shale". The conference had a multidisciplinary audience ranging from energy systems, electronics and transport to geophysics and geomechanics.
Year(s) Of Engagement Activity 2021
 
Description Presentation at the EUROCK 2022 conference, 12th - 15th September 2022 Espoo, Finland 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Presentation on "Micromechanical characterisation of overburden shales in the Horn River Basin through nanoindentation" to an international audience organised by International Society of Rock Mechanics (ISRM)
Year(s) Of Engagement Activity 2022
URL https://www.ril.fi/en/events/eurock-2022.html
 
Description Presentation at the Rock Deformation Laboratory (University of Liverpool) 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach Regional
Primary Audience Postgraduate students
Results and Impact Presentation on "Shale micromechanics: experiments and modelling" at the University of Liverpool internal seminar series
Year(s) Of Engagement Activity 2022
 
Description Presentation at the UKACM (UK Association for Computational Mechanics) conference. 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Postgraduate students
Results and Impact Presentation on "The Need for a Revised Conceptual Model: Insights from Mean-Field Homogenisation to an audience from the UK community of Computational Mechanics.
Year(s) Of Engagement Activity 2021
URL http://ukacm.org/ukacm2021/conference_abstracts/Rouainia_Newcastle.pdf
 
Description Presentation at the UKUH annual science meeting, June 2022 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Presentation on "Linking the geomechanical response of overburden shales from grain scale to field scale" at the UKUH Annual Science Meeting. This involved discussion about the results of the UKUH NERC funded programme with a varied audience and led to plans for future collaborations on other geo-energy technologies with various academic institutions.
Year(s) Of Engagement Activity 2022
URL http://www.ukuh.org/events/finalannualsciencemeeting-june2022/
 
Description Research group website 
Form Of Engagement Activity Engagement focused website, blog or social media channel
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Promotion of SHAPE-UK on newly created research group website (Northern Energy Geomechanics Group - NE2G): https://research.ncl.ac.uk/ne2g/projects/
Year(s) Of Engagement Activity 2021
URL https://research.ncl.ac.uk/ne2g/
 
Description Sixth EAGE Shale Workshop 
Form Of Engagement Activity Participation in an activity, workshop or similar
Part Of Official Scheme? No
Geographic Reach International
Primary Audience Professional Practitioners
Results and Impact Dr Mohamed Rouainia chaired a session on shale multi-physics testing.
Year(s) Of Engagement Activity 2019
URL https://www.earthdoc.org/content/proceedings/bordeaux2019
 
Description UKUH Seminar Series 
Form Of Engagement Activity A talk or presentation
Part Of Official Scheme? No
Geographic Reach National
Primary Audience Professional Practitioners
Results and Impact Session 4 Rock Mechanics
Chaired by Dr Mohamed Rouainia
Presentation by Dr Tom Charlton: Multiscale geomechanical characterisation of shale
Year(s) Of Engagement Activity 2020
URL http://www.ukuh.org/events/ukuhresearchseminarseries/