To investigate the damage pattern and acoustic emission pattern of temperature on laminated shales, numerical experiments were carried out using the RFPA2D-Thermal numerical software under the effect of thermosolid coupling. During the tests, temperatures of 30°C, 60°C, and 90°C were controlled, and five sets of shales containing different laminar dips were numerically modeled at each temperature, with dips of 0°, 22.5°, 45°, 67.5°, and 90°. The test results show that (1) the increase in temperature reduced the linear elastic phase of the shale specimens in each group, with a significant reduction in the linear elastic phase of the shale at lamina dips of 22.5° and 45°. (2) The lamination effect decreased slightly as the temperature rose from 30°C to 60°C, and the most significant enhancement of the lamination effect on the shale occurred when the temperature reached 90°C. (3) The shale damage pattern is divided into five types (N, ʌ, v, slanted I-type, and cluttered-type), in which the lamina effect is stronger for high-angle lamina dips, and the lamina surface has a strong dominant effect on the entire shale crack expansion. At a temperature of 90°C, the lamina effect and temperature effect of the shale reached their maximum at the same time, and the thermal and load stresses inside the shale acted together causing the shale to show a complex damage mode. (4) The fractal dimension was used to analyze the damage pattern of the shale. The larger the fractal dimension was, the greater the crack rate of the specimen. The fractal dimension curve was flatter at a temperature of 60°C, while at 90°C, the fractal dimension rose rapidly, indicating the most favorable crack expansion in the shale at a temperature of 90°C.

Tensile strength is an important parameter that affects the initiation and propagation of shale reservoir fractures during hydraulic fracturing. Shale is often filled with minerals such as calcite. To explore the effect of calcite minerals on the tensile strength and failure mode of shale, in this paper, lower Cambrian shale cores were observed by microslice observations and core X-ray whole-rock mineral diffraction analysis, and 7 groups of numerical direct tensile tests were performed on simulated shale samples with different azimuth angles. The test results show that as the azimuth angle α increases, the tensile strength of the samples gradually decreases, and the fracture rate also shows a decreasing trend. The failure modes can be summarized as root-shaped (0° and 15°), step-shaped (30 and 45°), fishbone-shaped (60°), and river-shaped (75° and 90°) fracturing. The smaller the azimuth angle α, the easier it is for hydraulic fractures to propagate along the direction of the calcite veins and inhibit the formation of fracture networks in the shale matrix. Considering the correlation between the acoustic emission characteristics and failure mode, the fractal dimension is used to reflect the microscopic failure mode of shale. The larger the fractal dimension, the higher the fracture rate is, the more microcracks exist at the edge of the main crack, the more severe the internal damage is, and the more complex the failure mode of the sample is. As the azimuth angle α increases, the fractal dimension shows a decreasing trend, and the crack becomes smoother. This research has important reference value for the study of hydraulic fracture initiation mechanisms and natural fracture propagation.

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Filling of brittle minerals such as quartz is one of the main factors affecting the initiation and propagation of reservoir fractures in shale fracturing, in order to explore the failure mode and thermal damage characteristics of quartz-filled shale under thermal-mechanical coupling. Combining the theory of damage mechanics and thermoelasticity, RFPA2D-Thermal is used to establish a numerical model that can reflect the damage evolution of shale under thermal-solid coupling, and the compression test under thermal-mechanical coupling is performed. The test results show that during the temperature loading process, there is a temperature critical value between 60°C and 75°C. When the temperature is less than the critical temperature, the test piece unit does not appear obvious damage. When the temperature is greater than the critical temperature, the specimen unit will experience obvious thermal damage, and the higher the temperature, the more serious the cracking. Under the thermal-mechanical coupling of shale, the tensile strength and elastic modulus of shale show a decreasing trend with the increase of temperature. The failure modes of shale under thermal-solid coupling can be roughly divided into three categories: “V”-shaped failure (30°C, 45°C, and 75°C), “M”-shaped failure (60°C), and inverted “λ”-shaped failure (90°C). The larger the fractal dimension, the more complex the failure mode of the specimen. The maximum fractal dimension is 1.262 when the temperature is 60°C, and the corresponding failure mode is the most complex “M” shape. The fractal dimension is between 1.071 and 1.189, and the corresponding failure mode is “V” shape. The fractal dimension is 1.231, and the corresponding failure mode is inverted “λ” shape.

Due to the heterogeneity of rock media, it is difficult to truly reflect its internal three-dimensional microstructure in physical tests or numerical simulation. In this study, CT scanning technology and numerical image processing technology are used, and the finite element software RFPA-3D is used to establish a three-dimensional non-uniform numerical model that can reflect the meso structure of rock mass. In order to study the fracture mechanism of shale with prefabricated fractures, seven groups of three-dimensional numerical models with prefabricated fractures from different angles were constructed, and Brazilian fracturing numerical simulation tests were carried out. The results show that method of reconstructing 3D numerical models by CT scanning is feasible and provides a viable method for in-depth study of the micromechanics of shale. Prefabricated fractures and quartz minerals have significant effects on the tensile strength of shale, and both will weaken the destructive strength of shale specimens. The damage modes of Brazilian disc specimens containing prefabricated fissures can be divided into four categories. The damage process is divided into budding, plateauing and surge periods by acoustic emission. The crack initiation angle of the prefabricated fissure tip increases with increasing fissure angle, and the MTS criterion can be used as a basis for judging prefabricated fissure initiation. The results of the study are important guidance for the fracture initiation mechanism and fracture expansion law of the fractured layer containing natural fractures in the hydraulic fracturing process.