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As a serious problem in drilling operation, wellbore instability restricts efficient development of shale gas. The interaction between the drilling fluid and shale with hydration swelling property would have impact on the generation and propagation mechanism of cracks in shale formation, leading to wellbore instability. In order to investigate the influence of the hydration swelling on the crack propagation, mineral components and physicochemical properties of shale from the Lower Silurian Longmaxi Formation (LF) were investigated by using the XRD analysis, cation exchange capabilities (CEC) analysis, and SEM observation, and we researched the hydration mechanism of LF shale. Results show that quartz and clay mineral are dominated in mineral composition, and illite content averaged 67% in clay mineral. Meanwhile, CEC of the LF shale are 94.4 mmol/kg. The process of water intruding inside shale along microcracks was able to be observed through high power microscope, meanwhile, the hydration swelling stress would concentrate at the crack tip. The microcracks would propagate, bifurcate and connect with each other, with increase of water immersing time, and it would ultimately develop into macro-fracture. Moreover, the macrocracks extend and coalesce along the bedding, resulting in the rock failure into blocks. Hydration swelling is one of the major causes that lead to wellbore instability of the LF shale, and therefore improving sealing capacity and inhibition of drilling fluid system is an effective measure to stabilize a borehole

Experimental study on hydration damage mechanism of shale from the Longmaxi Formation in southern Sichuan Basin, China