Macroscopic Stress–Strain Data and Time-Lapse µCT Imaging
The stress–strain evolution of the sample during deviatoric loading is shown in Fig. 7, in terms of differential stress (σ1—σ3) versus axial shortening. The sample was able to support a differential stress of 92 MPa, attained at 4.37% axial strain, before sharp yielding occurred, leading to > 10% additional axial strain as the differential stress was increased to the maximum applied value of 101 MPa. In this interval, two µCT scans were acquired, at differential stresses of 97 MPa and 101 MPa and axial strains of 14.54% and 17.71%, respectively. Then, the sample was axially unloaded, depressurized, cooled, and recovered from the HADES rig.
In the present experiment, stage 1 behavior, i.e., microcrack closure (Fig. 2), occurred during hydrostatic loading and was influenced by the damage induced during the experimental setup. The hydrostatic loading is not shown in Fig. 7, which only shows the deviatoric stress loading path of the experiment. Prior to sharp yield at 92 MPa differential stress, the deviatoric stress loading path is characterized by three active loading plus axial deformation phases (A, B, and C) featuring shortening strains up to 0.1% (see Fig. 7). These are bounded by the scans acquired at fixed differential stresses of 69 MPa, 86 MPa, and 92 MPa. The larger axial deformation events that occurred during scanning at 69 and 86 MPa took place rather abruptly, during scans 32 and 43, respectively, leading to motion artifacts within these scans. Therefore, additional scans (numbers 33 and 44, respectively) were retaken immediately afterward at the same stress conditions.
At the start of deviatoric loading, stage 2 behavior is observed (refer Figs. 2 and 5, cf. Pijnenburg et al. (2019b)). The sample shows a quasi-linear stress–strain path in phase A, up to a cumulative macroscopic axial strain (εMzz) of 0.05%, when non-linearity begins. At 69 MPa, larger strain (εMzz > 1%) is accumulated suddenly. It must be noted that 0% axial shortening is considered after hydrostatic loading of 50 MPa of the sample. The sudden increase in εMzz separating phases B and C, without concurrent increases in differential stress, indicates that the sample experienced significant internal deformation events producing sample-scale yield. This yielding occurred at similar stress conditions as in the reference experiment on sample z24c described by Pijnenburg et al. (2019a) (~ 50—55 MPa differential stress—cf. Figs. 2 and 7), and in various other sandstones of similar porosity (see Fig. 5b in Wong and Baud 2012). This provides confidence that the deformation behavior shown by the presently studied sample is representative for a wider range of sandstones of similar porosity, tested at similar stress conditions. We consider phases B and C to fall within the so-called stage 3 behavior (Fig. 2).
We illustrate the time evolution of a µCT cross-section taken along the vertical axis and through the middle of the deforming sample in Fig. 8 and complementary in video S1, presented in the Supplementary Information. This evolution shows that the sub-horizontal fracture present in the undeformed sample, which developed while setting up the experiment (e.g., Fig. 4), closes in the axial strain event between phases A and B (Fig. 7), and that subsequent compaction of the sample occurs in three consecutive events, consistent with the mechanical data shown in Fig. 7 (phases B, C and beyond C).
Consistent with Fig. 8, the porosity profile, determined in horizontal slices at various heights above the sample base (Fig. 9), shows the presence of a highly porous, horizontal fracture through the middle of the sample, in the early stages of differential loading, i.e., in scans 8 to 31 (i.e., phase A). Comparing scans 8 and 31 (the first and last scan of phase A, respectively), we observe a slight porosity decrease in the middle of the sample, where the fracture is located. During the axial strain event between phase A and phase B, the fracture closed (cf. Figs. 7, 8 and 9). Furthermore, it is clear from Fig. 9 that the sample consisted of a more porous (probably damaged) portion above the initial fracture, and a less porous portion below the fracture. With ongoing differential loading, the porosity in the upper zone decreased more than the porosity in the lower zone up to scan 47, up to an effective differential stress of 92 MPa, that is the end of phase C. Only beyond phase C, i.e., in scans 48 and 49 at stresses > 92 MPa, do we observe a distinct decrease in porosity (i.e., compaction) in the lower zone of the sample, coinciding with an almost total loss of imaged porosity in the upper zone. Figure 9 shows that the initial porosity and the degree of initial damage in the rock played an important role controlling the subsequent shortening and change in porosity (i.e., compaction) upon differential loading of the sample, i.e., in controlling macroscopic stress–strain behavior.
Strain-Accommodating Mechanisms Observed Through µCT Imaging
A summary of the stress–strain values associated with the scans used in the DVC analysis is shown in Table 1 and in Fig. 7. We performed the DVC analysis with consecutive scan pairs (i.e., 08–11, 11–17, and so on until 48–49, see Table 1). These pairs show the successive deformation within phase A, constitute the beginning and end of each phase (A, B and C) and extend to the end of the triaxial test, as described in the previous section. We also performed DVC using scans 08 and 31, which are the first and last scan of phase A, respectively. The TomoWarp2 code was run across the entire µCT volume representing the rock sample. Post-processing of the DVC results enabled differentiation between zones present within the sample, including the fractured middle zone, the undamaged lower zone, and the damaged upper zone. The results of the DVC analysis are considered in the sections that follow.
Table 1 Selected scans, and the corresponding stress–strain levels used for DVC analysis. Each set of two consecutive scans was taken as a scan-pair for input to the analysis. In addition, one extra DVC analysis was carried out between scans 08 and 31 Micro-displacements During Small Strain Deformation
Reservoir depletion is typically associated with small-strain deformation (< < 1%). In the present experiment, three small-strain deformation phases (A, B, and C), each with < 1% macroscopic strain, occurred (Fig. 7). These phases provide the opportunity to quantify the microscale displacements and identify the mechanisms that produce this macroscopic behavior. However, due to the sample damage that developed prior to the experiment, a significant portion of the deformation observed during loading is controlled by the induced horizontal fracture and its associated closure (Fig. 8). Furthermore, the sample volume located above the fracture is likely not representative of the intact sample material, also due to pre-loading damage. Therefore, in this section, we focus on the rock volume below the horizontal fracture, i.e., the bottom part of the sample. By selecting this part of the sample for post-processing of the DVC analyses, we are able to isolate the deformation mechanisms operating in intact sample material at small macroscopic strains, as relevant for deformation of the sandstone under in-situ reservoir conditions. The final result of the DVC analysis comparing scans 08 and 31 (first and last scan of phase A, respectively) is shown in Fig. 10.
Figure 10 shows the location of the sub-volumes used in the DVC analysis in which the top 3% values for dilation, contraction, and rotations were measured when comparing scan 08 (start of phase A) with scan 31 (end of phase A). These locations represent where in the sample most local deformation took place. It is interpreted that there is no clear localization of deformation, or link to sedimentary structure to be determined from these images. Deformation occurs over the entire section of the sample below the fracture. For the DVC analyses performed at sub-stages of phase A (i.e., DVC analysis between scan pairs 07–11, 11–17, 17–24 and 24–31), the magnitude of the top 3% most significant deformation increases slightly with axial strain (cf. Fig. 11A). When taking into account all deformation in the lower subsection of the sample, average values for the local dilatational divergence, contractional divergence, and positive and negative curl can be calculated. These average values are smaller for the sub-stages of phase A than for the complete phase A deformation (cf. Fig. 11B compared to Fig. 11D). Furthermore, the magnitudes of positive and negative curl (Fig. 11A–C), are roughly equal, but opposite in sign, suggesting that these motions cancel each other out on the macroscopic level. Overall, more local contraction is observed than dilation.
Comparing the magnitudes of local deformation for the three small-strain deformation phases, i.e., A (scan-pair 08–31), B (scan-pair 33–39), and C (scan-pair 44–47), reveals that the incremental local strain values remain fairly constant throughout the experiment, with slightly more compaction observed during phase A (Fig. 11C and D). On average, there is more right-lateral rotation than left-lateral rotation during phases A and B. Visual inspection of the locations of the motions indicates that deformation is not localized or linked to sedimentary structures (the DVC results for phases B and C are shown in the supplementary information, Figure S2).
For the locations where the 3% highest local deformation is measured, the absolute values of div/ΔεMzz and curl/ΔεMzz measured across all of phase A (shown in Fig. 11C) are four-to-five times lower than the sub-stages investigated in phase A (shown in Fig. 11A). The mean values, however, are more similar (Fig. 11B and D). There is no significant difference between the behavior observed in scans prior to and after the yield point identified from the macroscopic behavior (cf. phase A vs. phases B and C).
Based on the x-, y-, z- coordinates of the local deformations represented in Fig. 10, the µCT images can be evaluated to identify the strain-accommodating grain-scale mechanisms. Consider, for example, Fig. 12 for scan-pair 08–31. In this figure, a part of the sample approximately 600 µm below the horizontal fracture is shown. Two of the most significant local contraction events in the intact part of the sample, determined with the DVC analysis, are located here (x-, y-, z- coordinates 3.77, 4.55, 5.65 and 4.42, 4.55, 5.65, respectively, in Fig. 10). These locations are indicated with circles in Fig. 12. It is difficult to observe changes directly in static, 2D representations of the microstructure of the sample (Fig. 12). However, we added the x-, y-, and z- displacements determined by DVC. These displacements are larger than the determined error of 0.05 voxels (Fig. 4) and can thus be considered as true displacements. Figure 12 shows that all grains experience a downward component of displacement. This occurs, while also macroscopic shortening is measured, through the displacement of the upper piston, while the lower piston remains stationary. The local volumetric contraction measured at the site of Fig. 12 is inferred to be governed by small inter-granular displacements, though it is difficult to see whether they are normal and/or shear displacements. In the direct neighborhood of the locations identified having the most volumetric contraction, no fractures or intra-granular cracks can be observed. The inter-granular displacements are inferred to result in a minor local decrease in pore volume, due to closure of slightly open grain boundaries or compaction of inter-granular clay layers (Pijnenburg et al. 2019b; Verberne et al. 2021). However, this closure cannot be directly observed at the current spatial resolution of 6.5 µm, as the displacements associated with these movements would be on the order of a few hundred nanometers or, at most, a few micrometers, as also indicated by the x-, y-, z- displacements in Fig. 12. Visual inspection of the µCT scans of the local contraction and dilation locations identified in DVC (locations based on the 3% highest values of deformation, Fig. 10) provides no clear evidence that contraction or dilation was linked to local grain failure, as no new cracks can be observed (µCT images in Fig. 12). Although fractures might facilitate small grain displacements during phase A, they are inferred not to be the main mechanism of deformation in the intact part of the sample, below the sub-horizontal fracture.
Fracture Closure and Deformation at Intermediate Strains
At the fixed stresses maintained between the small-strain deformation phases A and B, and B and C, two “interphase” deformation events occurred that led to a substantial amount of sample shortening strain, namely 3% and 1.5% contraction, respectively. This macroscopic contraction is associated with closure of the horizontal fracture within the sample (Figs. 13, 14). Figure 13 shows the DVC results for these interphase events. Similar results for the local dilation and left-lateral rotation are included in the supplementary information (Figure S3, supplementary information). High local contractions, significant grain rotations, and grain failure occur in the material directly surrounding the fracture (top row in Fig. 14 for scan-pair 39–44). For both interphase events, localized deformation was also observed in the intact, bottom portion of the sample, i.e., below the fracture (bottom row in Fig. 14). This deformation was more localized than the deformation observed during the small-strain deformation phases (Fig. 10).
Furthermore, local contraction in the intact, bottom part of the sample is also larger in magnitude compared to the small-strain behavior observed during phases A, B and C. However, deformation in the bottom part of the sample is of smaller magnitude than the deformation around the fracture. High local contractions are measured close to the horizontal fracture between phases B and C (see top row in Fig. 14 for scan-pair 39–44). The magnitude of the vertical deformation in the rock volume surrounding the fracture (i.e., div/ΔεMzz) is up to ten times higher than for the deformations in the intact, bottom portion of the sample (– 43.39 vs. – 3.6, respectively, Fig. 14). Local contractions near the fracture, leading to increased local stresses exerted on individual grains, resulted in grain breakage (top row, Fig. 14). Local porosity reduction occurs as fragments of broken grains fill in space between grains, and/or due to small grain rotation and translation without breakage. In this regard, we believe also the interplay between competent (e.g., quartz) and weak (e.g., feldspar) grains can be important: the more competent grains can displace through small grain rotations and translations, exerting local stress on surrounding weak minerals which then typically deform in a brittle manner (Hangx et al. 2010).
In the lower half of the sample, local contraction is predominantly accommodated by grain rearrangement without significant grain breakage or cataclasis. Although the spatial resolution is limited to 6.5 µm, we infer that the rearrangement of the stronger quartz grains involves inter-granular slip and closure of open grain boundaries, thereby stressing the weaker feldspar minerals (Verberne et al. 2021). The feldspar minerals are chemically weathered and therefore contain micro-porosity (Fig. 14, bottom right), which could be closed upon loading. Again, there is no clear evidence in the µCT scans for grain breakage being an important strain-accommodating mechanism in the intact, bottom part of the sample, implying that Stage 3 behavior represented in Fig. 2 was not achieved in this part of the sample.
Sample Deformation at High Stresses and Strains
Increasing the differential stress from 92 MPa (scan 47) to 97 MPa (scan 48) resulted in pervasive grain failure (Fig. 15), leading to an increase in axial strain of 10%. Increasing the differential stress to 101 MPa (scan 49) resulted in an additional 3% axial strain.
Vertical cross-sections made through the center of the sample after the large compaction events at 97 and 101 MPa (Fig. 15A, right two images) illustrate ongoing grain crushing and related local contractions and rotations, notably in the top part of the sample (scans 47 and 48 in Fig. 15B). Strain in the top part of the sample is accommodated through pore collapse, brittle grain failure of the quartz grains, and extensive feldspar crushing (Fig. 15C, images a-a′ and b-b′). Larger quartz grains appear to be less prone to failure (Fig. 15C, image b’). Significant pore volume reduction during grain failure can be observed in the upper portion of the sample (Fig. 9, scans 47 and 48), while porosity appears to be fairly well preserved in the lower part of the sample (Fig. 15C, images a′ and b′ vs. c′).
Although large-scale sample failure is initially concentrated in the top portion of the sample and led to a significant amount of compaction (scans 47 and 48 in Fig. 15A), reaching a total macroscopic strain of 15.4% by the end of phase C, subsequent local strain development concentrates in the lower half of the sample (scans 48 and 49 in Fig. 15A). At high differential stress, volumetric contraction in the lower portion of the sample localizes along a sub-planar surface (see Fig. 15B, as indicated by the DVC analysis between scans 48 and 49), with mainly right-lateral rotation above and left-lateral rotation below, suggesting the development of a right-lateral shear fracture. The orientation and location of the shear plane shows a marked correlation to the distribution of local contraction observed between scans 39 and 44 (78 and 86 MPa differential stress; Fig. 13B). Detailed investigation suggests that the apparent shear zone is located in a zone with a finer average grain size (Fig. 15A, scan 48 vs. 49, at 97 and 101 MPa differential stress). The formation of the shear plane appears to again be related to local pore collapse, brittle failure of quartz grains, and feldspar crushing (see Fig. 15C: insets c to c′). Its development is consistent with the previous work in that, at such large strains, conventional triaxial experiments on sandstones typically show strain localization in shear and/or compaction bands formed by micro-fractures nucleating at the scale of several grains followed by fracture coalescence (McBeck et al. 2018; Renard et al. 2019).