Fracture pattern development has been a challenging area of research in the Earth sciences for more than 100 years. Much has been learned about the spatial and temporal complexity inherent to these systems, but severe challenges remain. Future advances will require new approaches. Chemical processes play a larger role in opening‐mode fracture pattern development than has hitherto been appreciated. This review examines relationships between mechanical and geochemical processes that influence the fracture patterns recorded in natural settings. For fractures formed in diagenetic settings (~50 to 200 °C), we review evidence of chemical reactions in fractures and show how a chemical perspective helps solve problems in fracture analysis. We also outline impediments to subsurface pattern measurement and interpretation, assess implications of discoveries in fracture history reconstruction for process‐based models, review models of fracture cementation and chemically assisted fracture growth, and discuss promising paths for future work. To accurately predict the mechanical and fluid flow properties of fracture systems, a processes‐based approach is needed. Progress is possible using observational, experimental, and modeling approaches that view fracture patterns and properties as the result of coupled mechanical and chemical processes. A critical area is reconstructing patterns through time. Such data sets are essential for developing and testing predictive models. Other topics that need work include models of crystal growth and dissolution rates under geological conditions, cement mechanical effects, and subcritical crack propagation. Advances in machine learning and 3‐D imaging present opportunities for a mechanistic understanding of fracture formation and development, enabling prediction of spatial and temporal complexity over geologic timescales. Geophysical research with a chemical perspective is needed to correctly identify and interpret fractures from geophysical measurements during site characterization and monitoring of subsurface engineering activities.

Recognition of the potential for subcritical fracture growth of rocks is essential for the evaluation of long‐term stability of fluids trapped in geologic structures. In shales, subcritical fracture growth may control migration of hydrocarbons in source rock and unconventional reservoirs and of sequestered CO₂ across top seals. Using the double torsion method, we investigated the mode‐I fracture mechanical properties of three shales of different composition, namely, Woodford Shale, Mancos Shale, and Marcellus Shale, under water‐saturated conditions, in ambient air, and in dry CO₂ gas conditions to systematically investigate the effect of water on the fracture growth properties of shales. The clay‐rich (illite with minor kaolinite) Woodford and Mancos Shales demonstrate a strong water‐weakening effect despite their low smectite content, with the fracture toughness reduced by up to 54% and the subcritical fracture growth index by up to 77% under water‐saturated conditions compared to tests in ambient air. Carbonate‐rich Marcellus Shale, in contrast, displays negligible water‐weakening effects. The clay‐CO₂ interaction is minor for the three shales. Specimens treated with a hydrophobic surface coating were also tested to limit water‐weakening effects to the fracture tip. Data from these tests reveal rate‐dependent stress intensity factor‐velocity curves for clay‐rich Woodford and Mancos Shales suggesting a competition between mechanical fracture growth and physicochemical water‐rock interactions. Our results suggest that subcritical failure by water‐enhanced subcritical fracture growth could significantly increase brittle failure in clay‐rich shales.

Measuring the size and orientation of borehole breakouts is one of the primary methods for determining the orientation and magnitudes of the in situ stresses in the subsurface. To better understand the effects of anisotropy on borehole breakouts, experiments were conducted on Mancos Shale, a finely laminated mudrock. A novel testing configuration was developed to conduct borehole breakout experiments in a standard triaxial vessel and load frame. Samples were prepared at three different orientations and deformed under 6.9 to 20.7 MPa confining pressure. The results show a variation of peak strength and breakout geometry depending on the lamination orientation. Samples deformed parallel to laminations failed at a higher maximum compressive stress than samples deformed perpendicular to laminations, which were stronger than inclined samples. These relationships are quantified by a cosine‐based failure envelope. Observed breakout shapes in perpendicular samples are V‐shaped and symmetric around the borehole, which advance as a series of fractures of increasing size into the sidewalls. In inclined samples, fractures form along weaker laminations planes and grow in an en echelon pattern towards the axial stress direction. In parallel samples, long fractures grow from the wellbore towards the axial stress direction. The observed geometries highlight potential sources of error in calculating in situ stresses from borehole breakouts.

The efficiency of carbon utilization and storage within the Pennsylvanian Morrow B sandstone, Farnsworth Unit, Texas, is dependent on three-phase oil, brine, and CO₂ flow behavior, as well as spatial distributions of reservoir properties and wettability. We show that end member two-phase flow properties, with binary pairs of oil–brine and oil–CO₂, are directly dependent on heterogeneity derived from diagenetic processes, and evolve progressively with exposure to CO₂ and changing wettability. Morrow B sandstone lithofacies exhibit a range of diagenetic processes, which produce variations in pore types and structures, quantified at the core plug scale using X-ray micro computed tomography imaging and optical petrography. Permeability and porosity relationships in the reservoir permit the classification of sedimentologic and diagenetic heterogeneity into five distinct hydraulic flow units, with characteristic pore types including: macroporosity with little to no clay filling intergranular pores; microporous authigenic clay-dominated regions in which intergranular porosity is filled with clay; and carbonate–cement dominated regions with little intergranular porosity. Steady-state oil–brine and oil–CO₂ co-injection experiments using reservoir-extracted oil and brine show that differences in relative permeability persist between flow unit core plugs with near-constant porosity, attributable to contrasts in and the spatial arrangement of diagenetic pore types. Core plugs “aged” by exposure to reservoir oil over time exhibit wettability closer to suspected in situ reservoir conditions, compared to “cleaned” core plugs. Together with contact angle measurements, these results suggest that reservoir wettability is transient and modified quickly by oil recovery and carbon storage operations. Reservoir simulation results for enhanced oil recovery, using a five-spot pattern and water-alternating-with-gas injection history at Farnsworth, compare models for cumulative oil and water production using both a single relative permeability determined from history matching, and flow unit-dependent relative permeability determined from experiments herein. Both match cumulative oil production of the field to a satisfactory degree but underestimate historical cumulative water production. Differences in modeled versus observed water production are interpreted in terms of evolving wettability, which we argue is due to the increasing presence of fast paths (flow pathways with connected higher permeability) as the reservoir becomes increasingly water-wet. The control of such fast-paths is thus critical for efficient carbon storage and sweep efficiency for CO₂-enhanced oil recovery in heterogeneous reservoirs.

Carbon capture, utilization, and storage may lead to mechanical degradation of the subsurface reservoir from fluid‐rock interaction, which could lead to wellbore instability or reservoir compaction. To better understand potential relationship between mechanical degradation with various carbonate cement textures and compositions in sandstone reservoirs, six flow‐through experiments were conducted. Formation water (TDS = 5,390 mg/L) enriched with CO₂ flowed through two types of Pennsylvanian Morrow B Sandstone: an ankerite‐siderite‐cemented sandstone (disseminated cement texture) and a calcite‐cemented sandstone (poikilotopic cement texture). The experiments produced little change in permeability in the ankerite‐siderite‐cemented sandstone, but permeability increased up to more than 1 order of magnitude in the calcite‐cemented sandstone. Ultrasonic measurements and cylinder‐splitting tests (also known as Brazilian tests) suggested negligible mechanical degradation of the ankerite‐siderite‐cemented sandstone. Variable changes, with significant mechanical degradation in the static moduli, were observed in the calcite‐cemented sandstone. Thus, dissolution of the disseminated ankerite‐siderite cement (0.28–0.30%) had minimal impact on modifying the flow network and the mechanical integrity of the sandstone, whereas dissolution of the poikilotopic calcite cement (0.89–1.13%, quantified with fluid chemistry and visualized with X‐ray microcomputed tomography) impacted the mechanical strength of the sandstone by disconnecting framework grains. With the high water‐to‐rock mass ratios (7.3–8.2) and number of pore volumes (147–675) employed in these experiments, potential risks are most relevant to regions near injection wells. Ultimately, the chemo‐mechanical effects induced by CO₂ injection are strongly influenced by the cement texture and composition and the burial history of the reservoir rock.