Effects of Anisotropy and Saturation on Geomechanical Behavior of Mudstone

Abstract The abundance of mudstone in Earth's crust and its academic and industry applications has led to advancements in the understanding of mudstone deposition and preservation. However, there are few quantitative geomechanical studies on mudstone. To test correlations between anisotropy, fluid saturation levels, and deformability and strength parameters in mudstone, a suite of indirect tensile and unconfined and triaxial compression tests was completed on samples from the Mancos Shale and the Agrio Formation. Discs or plugs were tested with axial loading parallel or perpendicular to bedding, at various confining pressures, and at saturation levels from 0 to 17%. Tensile strength, compressive strength, Young's Modulus, Secant Modulus, stress drop, and energy released exhibit mechanical anisotropy and decrease due to saturation. Tensile strength anisotropy revealed the weakness of heterolithic bedding in mudstone, as tensile fractures commonly propagated along bedding interfaces. Saturation increased mechanical anisotropy for tensile and compressive strength. A compressive strength reduction of 39% to 75% was observed between dry and partially saturated plugs. Lithofacies were used to classify lithologic variations in different types of mudstone. When partially saturated, sandstone‐bearing facies revealed a greater reduction in strength and moduli than clay‐rich mudstone facies. Empirical relationships between partially saturated and dry sample strength and moduli are proposed, to allow for estimation of deformation and failure behavior under in‐situ conditions. The effects that saturation, orientation, and lithofacies have on mechanical behavior are of interest in numerous engineering and academic applications, including fault behavior, induced fracturing of hydrocarbon and geothermal reservoirs, and nuclear waste disposal.