The complexity of hydraulic fractures (HF) significantly affects the success of reservoir reconstruction. The existence of a bedding plane (BP) in shale impacts the extension of a fracture. For shale reservoirs, in order to investigate the interaction mechanisms of HF and BPs under the action of coupled stress-flow, we simulate the processes of hydraulic fracturing under different conditions, such as the stress difference, permeability coefficients, BP angles, BP spacing, and BP mechanical properties using the rock failure process analysis code (RFPA^2D-Flow). Simulation results showed that HF spread outward around the borehole, while the permeability coefficient is uniformly distributed at the model without a BP or stress difference. The HF of the formation without a BP presented a pinnate distribution pattern, and the main direction of the extension is affected by both the ground stress and the permeability coefficient. When there is no stress difference in the model, the fracture extends along the direction of the larger permeability coefficient. In this study, the in situ stress has a greater influence on the extension direction of the main fracture when using the model with stress differences of 6 MPa. As the BP angle increases, the propagation of fractures gradually deviates from the BP direction. The initiation pressure and total breakdown pressure of the models at low permeability coefficients are higher than those under high permeability coefficients. In addition, the initiation pressure and total breakdown pressure of the models are also different. The larger the BP spacing, the higher the compressive strength of the BP, and a larger reduction ratio (the ratio of the strength parameters of the BP to the strength parameters of the matrix) leads to a smaller impact of the BP on fracture initiation and propagation. The elastic modulus has no effect on the failure mode of the model. When HF make contact with the BP, they tend to extend along the BP. Under the same in situ stress condition, the presence of a BP makes the morphology of HF more complex during the process of propagation, which makes it easier to achieve the purpose of stimulated reservoir volume (SRV) fracturing and increased production.

Hydraulic fracturing in shale reservoirs is affected by microscale structural and material heterogeneity. However, studies on fracture responses to the injection rate across different microstructural types remain limited. To examine the coupled effects of microstructure and flow rate on fracture propagation and mineral damage, high-fidelity digital rock models were constructed from SEM images of shale cores, representing quartz grains and ostracod laminae. Coupled hydro-mechanical damage simulations were conducted under varying injection rates. Fracture evolution and complexity were evaluated using three quantitative parameters: stimulated reservoir area, fracture ratio, and fractal dimension. The results show that fracture morphology and mineral failure are strongly dependent on both the structure and injection rate. All three parameters increase with the flow rate, with the ostracod model showing abrupt complexity jumps at higher rates. In quartz-dominated models, fractures tend to deflect and bypass weak cement, forming branches. In ostracod-lamina models, higher injection rates promote direct penetration and multi-point propagation, resulting in a radial–branched–nested fracture structure. Mineral analysis shows that quartz exhibits brittle failure under high stress, while organic matter fails more readily in tension. These findings provide mechanistic insights into the coupled influence of microstructure and flow rate on hydraulic fracture complexity, with implications for optimizing hydraulic fracturing strategies in heterogeneous shale formations.

Organic matter plays a vital role in shale reservoirs as both a hydrocarbon storage medium and migration pathway. However, the quantitative relationship between the microstructural features of organic matter and the macroscopic mechanical and failure behaviors of shale remains unclear due to rock heterogeneity and opacity. In this study, high-resolution three-dimensional digital core models of shale were reconstructed using Focused Ion Beam Scanning Electron Microscopy (FIB-SEM) imaging. The digital models captured the spatial distribution of silicate minerals, clay minerals, and organic matter. Numerical simulations of uniaxial tensile failure were performed on these models, considering variations in the organic matter volume fraction and fractal dimension. The results indicate that an increased organic matter volume fraction and fractal dimension are associated with lower tensile strength, simpler fracture geometry, and reduced acoustic emission activity. Tensile cracks preferentially initiate at interfaces between minerals with contrasting elastic moduli, especially between organic matter and clay, and then propagate and coalesce under loading. These findings reveal that both the volume fraction and fractal structure of organic matter are reliable predictors of tensile strength and damage evolution in shale. This study provides new microscale insights into shale failure mechanisms and offers guidance for optimizing hydraulic fracturing in organic-rich formations.