The microscopic anisotropy of shale has an important impact on its mechanical properties and crack behavior, so it is essential to understand the microscopic origin of anisotropic growth with a more effective laboratory work scheme. Uniaxial compression test and three-point bending test are considered to be efficient means to study the elastic properties and crack behavior of rocks. In this paper, uniaxial compression experiments and three-point bending experiments were conducted on shale outcrops in the Changqing area using field emission scanning electron microscopy (SEM) and in situ tensile testing, and the microscopic deformation and crack processes were quantitatively characterized by the digital image correlation (DIC) method. For the compression experiments, the observation of the first principal strain fields indicated that the microscopic anisotropy of shale was related to the bedding planes, and the microscopic deformations were mainly concentrated in the clay mineral accumulation area and at the microcracks. Elastic moduli and compressive strengths of specimens with different bedding angles were affected by the strong shear stress effects. The specimens with a bedding angle of 30° showed lower peak loads and compressive strengths, and the specimens with a bedding angle of 60° had lower elastic moduli. Three-point bending experiments were conducted for studying the effects of crack-bedding orientation relationships on cracking processes, and four critical fracturing mechanical properties were calculated. The short transverse-type cases were prone to break and had a lower peak load, tensile strength, fracture toughness and elastic-bending modulus. The divider-type cases were more difficult to break, formed a more tortuous crack and had a higher tensile strength, fracture toughness and elastic-bending modulus. The arrester-type cases had a middle range of mechanical parameters but developed the longest cracks. This study provides a feasible experimental and analysis method for understanding the microscopic anisotropy of shale samples. The small specimen size also makes the requirements of core samples easier to be satisfied considering the field application. Furthermore, the anisotropy of cracking processes can be understood better by building the connections between microstructural characteristics and mechanical performances.

The sensitivity of gas and water phases to DAS acoustic frequency bands can be used to interpret the production profile of horizontal wells. DAS typically collects acoustic signals in the kilohertz range, presenting a key challenge in identifying the sensitive frequency bands of the gas and water phases in the production well for accurate interpretation. In this study, a gas–water two-phase flow–acoustic coupling model for a horizontal well is developed by integrating a gas–water separation flow model with a pipeline acoustic model. The model simulates the sound pressure level (SPL) and amplitude variations of acoustic waves under different flow patterns, spatial locations, and gas–water ratio schemes. The results demonstrate that within the same flow pattern, an increase in the gas–water ratio significantly elevates acoustic amplitude and SPL peaks within the 5–50 Hz frequency band. Analysis of oil field DAS data reveals that the amplitude response range for stages with a lower gas–water ratio falls within 5–10 Hz, whereas stages with a higher gas–water ratio exhibit an amplitude response range of 10–50 Hz.

This study employed a full-scale cement sheath quality evaluation apparatus, along with a high-precision distributed fiber optic temperature sensing system, to perform real-time, continuous monitoring of the temperature change throughout the cement hydration process. The results of the cement annulus and cement bond defect monitoring during the hydration process indicated that the distributed fiber optic temperature data enabled centimeter-level resolution in defect identification. Defective regions exhibited significantly reduced temperature fluctuation amplitudes, and an inversion in temperature change at the early hydration stage, detected at the cement–defect boundary, facilitated the early detection of defect locations. The distributed fiber optic system was capable of conducting continuous and comprehensive monitoring of the sequential hydration temperature peaks of cement stages injected into the annulus. The results revealed the interdependence among different cement stages, as well as a phenomenon whereby an elevated annular temperature accelerates the progression of cement hydration. The experimental findings provide a reference for identifying the characteristic signals in distributed fiber optic monitoring of well-cementing operations, thereby establishing a foundation for the optimal and effective use of distributed fiber optics in assessing well-cementing quality.

Rock stress sensitivity is typically investigated macroscopically. In contrast, a new method combining in situ Scanning Electronic Microscope (SEM) study and digital core deformation simulation is developed in this paper, providing an effective way to investigate the relationship between microstructural deformation and decreasing permeability. The simulation method might replace in situ SEM study under certain scenarios. First, the in situ SEM study was implemented, and the microstructure deformations of rock samples during uniaxial loading were observed and recorded. The SEM images at different stress states were analyzed by digital image correlation (DIC) technique to investigate the principles of these deformations. A deformation simulation method was correspondingly proposed. The simulation effectiveness was demonstrated by comparing the simulation and the in situ SEM study results. To validate the simulation method for the three-dimensional (3D) digital core, porosity-permeability integrated measurements under triaxial stresses were conducted to obtain macroscale data under different stress states for a tight sandstone sample. A 3D digital core was reconstructed by micro-CT imaging with the same rock sample. Under the constraints of the measured porosity changes, the 3D digital core deformation was simulated. A series of simulated cores at different stress states were used for pore network model extraction, and the corresponding permeability was calculated. A comparison of the permeability changes of the simulation and porosity-permeability integrated measurements indicated consistently that the simulation method can characterize the 3D digital core stress sensitivity. In addition, the in situ SEM study results revealed that the throats deformed more severely than the pores by generating the pore and throat diameter frequency distributions at different stress states. Therefore, we concluded that throat deformation is more critical than pore deformation for permeability reduction.