The wetting and nonwetting fluid saturations in porous reservoirs always change during long-term injection and production. The fracture process zone (FPZ) is a prominent feature in the rock fracture process. If the FPZ properties are influenced by pore fluids, the process of hydraulic fracturing will change greatly. The existing models do not consider the role of pore fluid when characterizing the FPZ. In this paper, a modified Dugdale–Barenblatt (D–B) model with capillary pressure is proposed. The model reflects the fact that the FPZ length decreases nonlinearly with the increase in capillary pressure, and it reveals the mechanism of capillary pressure on the equivalent fracture cohesion in the FPZ, which affects the FPZ length. Three-point bending tests were carried out on sandstone under various fluid saturations through digital image correlation (DIC), acoustic emission (AE), and scanning electron microscope (SEM). It was found that the FPZ length of the water–oil-saturated samples was 30–50% smaller than that of water-saturated/oil-saturated samples due to the capillary pressure effect, and the modified D–B model was well consistent with the experiments. The AE behaviors of different saturated samples were not the same: The cumulative AE signals changed abruptly at 90% of the peak load for the water–oil-saturated samples and at 50% of the peak load for water-saturated samples. This demonstrated that the effect of capillary pressure was more obvious than the weakening effect of microstructural damages. The significant influence of capillary pressure on FPZ requires continuous recognition in hydraulic fracturing design.

Summary: Heterogeneously distributed micromineral aggregates (MMAs) are common in shale reservoirs. The interfaces between these MMAs and the surrounding minerals significantly affect fracture propagation behaviors during shale oil exploitation. In this paper, the concept of interfacial transition zone (ITZ) between the MMAs (e.g., striped barite, pyrite, calcite, apatite blocks, and bedding plane) and the surrounding mineral in shale is introduced. Due to the small thickness of the ITZ, its thickness and mechanical properties are very difficult to determine by traditional standard methods. To address this issue, this paper proposes a method combining nano-scratch tests, scanning electron microscopy (SEM), and quantitative evaluation of minerals by SEM (QEMSCAN) techniques to investigate the thickness and fracture toughness of the ITZ near typical MMAs. The results show that the thickness of the ITZ determined by the transverse force FT and scratch depth (-d2) varies from 3.2 μm to 17.3 μm. In addition, the fracture toughness of both MMAs and ITZs is characterized by high heterogeneity ranging from 0.1 MPa·m0.5 to 2.1 MPa·m0.5. Moreover, a formula evaluating the fracture toughness of the ITZ is proposed taking into account the type and content of minerals in the ITZ. A strong linear relationship is observed between the thickness of the ITZ and the average fracture toughness ratio. In addition, a relationship is established between the fracture toughness of the ITZ and MMAs, and an evaluation equation is derived. This study is helpful for understanding the characteristics (i.e., mainly thickness and fracture toughness) of the ITZ within shales.