Evaluation of Lacustrine Shale Brittleness and Its Controlling Factors: A Case Study from the Jurassic Lianggaoshan Formation, Sichuan Basin

To investigate the brittleness of shale and its influencing factors, triaxial rock mechanics experiments, combined with X-ray diffraction, total organic carbon (TOC) measurement, rock pyrolysis, and scanning electron microscopy, were conducted on shales from the Jurassic Lianggaoshan Formation in the Sichuan Basin. BI1, based on the elastic modulus and hardness, BI2, based on mineral composition, BI3, based on strength parameters, and BI4, based on the post-peak energy of shale, were calculated. Additionally, the effects of mineral composition, density, hardness, and organic matter on the brittleness of shales were analyzed. The results show that the shale mineral compositions were dominated by quartz (mean of 45.21%) and clay minerals (mean of 45.04%), with low carbonate mineral contents and high TOC contents. The stress-strain curve showed strong brittleness characteristics. When comparing different evaluation methods, the brittleness evaluation method based on the stress-strain curve (damage energy) was found to be more effective than the mineral fraction and strength parameter methods. The higher the density and hardness, the more brittle the shale. The higher the organic matter and quartz content, the less brittle the shale. The brittleness of sub-member I of the Lianggaosan Formation in Well XQ1 was higher than that of sub-members II and III. This study investigated the brittleness of lacustrine shale and its influencing factors, which is beneficial for the development of shale oil in the Sichuan Basin.