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<journal-id journal-id-type="publisher-id">Front. Earth Sci.</journal-id>
<journal-title>Frontiers in Earth Science</journal-title>
<abbrev-journal-title abbrev-type="pubmed">Front. Earth Sci.</abbrev-journal-title>
<issn pub-type="epub">2296-6463</issn>
<publisher>
<publisher-name>Frontiers Media S.A.</publisher-name>
</publisher>
</journal-meta>
<article-meta>
<article-id pub-id-type="publisher-id">1410524</article-id>
<article-id pub-id-type="doi">10.3389/feart.2024.1410524</article-id>
<article-categories>
<subj-group subj-group-type="heading">
<subject>Earth Science</subject>
<subj-group>
<subject>Review</subject>
</subj-group>
</subj-group>
</article-categories>
<title-group>
<article-title>Field experiments and main understanding of shale oil hydraulic fracturing</article-title>
<alt-title alt-title-type="left-running-head">Zhao</alt-title>
<alt-title alt-title-type="right-running-head">
<ext-link ext-link-type="uri" xlink:href="https://doi.org/10.3389/feart.2024.1410524">10.3389/feart.2024.1410524</ext-link>
</alt-title>
</title-group>
<contrib-group>
<contrib contrib-type="author" corresp="yes">
<name>
<surname>Zhao</surname>
<given-names>Mengyun</given-names>
</name>
<xref ref-type="aff" rid="aff1">
<sup>1</sup>
</xref>
<xref ref-type="aff" rid="aff2">
<sup>2</sup>
</xref>
<xref ref-type="aff" rid="aff3">
<sup>3</sup>
</xref>
<xref ref-type="corresp" rid="c001">&#x2a;</xref>
<uri xlink:href="https://loop.frontiersin.org/people/2704050/overview"/>
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<aff id="aff1">
<sup>1</sup>
<institution>State Key Laboratory of Shale Oil and Gas Enrichment Mechanism and Effective Development</institution>, <institution>Volumetric Fracturing Team</institution>, <addr-line>Beijing</addr-line>, <country>China</country>
</aff>
<aff id="aff2">
<sup>2</sup>
<institution>National Energy Shale Oil R &#x26; D Center</institution>, <institution>Shale Oil Fracturing Laboratory</institution>, <addr-line>Beijing</addr-line>, <country>China</country>
</aff>
<aff id="aff3">
<sup>3</sup>
<institution>Research Institute of Petroleum Exploration and Development</institution>, <institution>Sinopec</institution>, <addr-line>Beijing</addr-line>, <country>China</country>
</aff>
<author-notes>
<fn fn-type="edited-by">
<p>
<bold>Edited by:</bold> <ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/1470872/overview">Hu Guo</ext-link>, Sinopec Research Institute of Petroleum Engineering (SRIPE), China</p>
</fn>
<fn fn-type="edited-by">
<p>
<bold>Reviewed by:</bold> <ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/2652511/overview">Qiang Li</ext-link>, China University of Petroleum Beijing, China</p>
<p>
<ext-link ext-link-type="uri" xlink:href="https://loop.frontiersin.org/people/2705747/overview">Luyu Wang</ext-link>, Hong Kong Polytechnic University, Hong Kong, SAR China</p>
</fn>
<corresp id="c001">&#x2a;Correspondence: Mengyun Zhao, <email>zhaomy.syky@sinopec.com</email>
</corresp>
</author-notes>
<pub-date pub-type="epub">
<day>25</day>
<month>10</month>
<year>2024</year>
</pub-date>
<pub-date pub-type="collection">
<year>2024</year>
</pub-date>
<volume>12</volume>
<elocation-id>1410524</elocation-id>
<history>
<date date-type="received">
<day>01</day>
<month>04</month>
<year>2024</year>
</date>
<date date-type="accepted">
<day>30</day>
<month>09</month>
<year>2024</year>
</date>
</history>
<permissions>
<copyright-statement>Copyright &#xa9; 2024 Zhao.</copyright-statement>
<copyright-year>2024</copyright-year>
<copyright-holder>Zhao</copyright-holder>
<license xlink:href="http://creativecommons.org/licenses/by/4.0/">
<p>This is an open-access article distributed under the terms of the Creative Commons Attribution License (CC BY). The use, distribution or reproduction in other forums is permitted, provided the original author(s) and the copyright owner(s) are credited and that the original publication in this journal is cited, in accordance with accepted academic practice. No use, distribution or reproduction is permitted which does not comply with these terms.</p>
</license>
</permissions>
<abstract>
<p>To understand the key processes of hydraulic fracturing in shale oil reservoirs, such as artificial fracture initiation and extension, proppant transportation and settlement, and the influencing factors of post-fracture production, many hydraulic fracturing field tests have been conducted in the United States. Examples include the ConocoPhillips tests and the National Hydraulic Fracturing Experiment. The results have promoted the innovation and development of fracturing technology. A good correlation exists between lithological changes and the roughness of artificial fractures. Although numerous artificial cracks are created, the number that can provide oil and gas seepage is relatively small, determined by the effectiveness of these cracks. The settlement of proppants in actual geological formations involves factors such as geology, lithology, fractures, and stress. The pressure data indicate that when the reservoir pressure drops below the bubble point pressure, the decline in production sharply increases. The key variables affecting shale oil well production include the horizontal well position, well spacing, horizontal section length, and sand addition intensity. These technologies are suitable for the adaptive process of China&#x2019;s terrestrial shale oil fracturing, promoting the development and rapid increase of shale oil production.</p>
</abstract>
<kwd-group>
<kwd>shale oil</kwd>
<kwd>hydraulic fracturing</kwd>
<kwd>field test</kwd>
<kwd>fracturing technology</kwd>
<kwd>fracturing stimulation</kwd>
</kwd-group>
<custom-meta-wrap>
<custom-meta>
<meta-name>section-at-acceptance</meta-name>
<meta-value>Georeservoirs</meta-value>
</custom-meta>
</custom-meta-wrap>
</article-meta>
</front>
<body>
<sec id="s1">
<title>1 Introduction</title>
<p>Shale oil is an unconventional oil and gas resource characterized by self-generation and self-storage, tight reservoirs, and low natural productivity. The United States was the first country to successfully commercially develop shale oil, with production reaching 8.3 million bbl/d in 2023, accounting for 65% of its national oil production (<xref ref-type="bibr" rid="B64">U.S. Energy Information Administration</xref>).</p>
<p>Shale reservoirs have extremely low permeability, and oil and gas rely on hydraulic fracturing to create artificial fractures to flow to the wellbore and be produced (<xref ref-type="bibr" rid="B19">Goral et al., 2020</xref>; <xref ref-type="bibr" rid="B73">Yang et al., 2017</xref>). Therefore, factors such as morphology, connectivity, degree of support, and coverage of artificial fractures are critical to shale oil and gas production (<xref ref-type="bibr" rid="B74">Yu et al., 2023</xref>). However, despite the maturity of fracturing theory and process technology, vital information such as the morphology and connectivity of artificial fractures in underground shale reservoirs can only be indirectly observed through methods such as microseismic monitoring and post-pressure drainage, which significantly limits the technological development of hydraulic fracturing (<xref ref-type="bibr" rid="B43">Moghanloo and Kenneth Imo-Imo Israel Eshiet, 2022</xref>).</p>
<p>To directly observe artificial fractures after fracturing, the United States has conducted numerous hydraulic fracturing field experiments that have spurred innovation and development in North American hydraulic fracturing technology (<xref ref-type="bibr" rid="B47">Qiang et al., 2019</xref>; <xref ref-type="bibr" rid="B29">Li et al., 2024</xref>; <xref ref-type="bibr" rid="B65">Wang et al., 2022</xref>). Notable experiments include ConocoPhillips&#x2019; Hydraulic Artificial Fracture Network and Modified Volume Observation Experiment (referred to as the ConocoPhillips stimulated reservoir volume (SRV) Experiment) as well as the National Hydraulic Fracturing Experiment Project Phases I and II (referred to as HFTS-1 and HFTS-2) (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B10">Ciezobka et al., 2018</xref>; <xref ref-type="bibr" rid="B9">Ciezobka, 2021</xref>). This paper provides a literature review of the aforementioned experiments and analyses the development trends of shale oil fracturing technology in North America, aiming to offer valuable insights for the advancement and enhancement of continental shale oil fracturing technology and the improvement of the fracturing effect.</p>
</sec>
<sec id="s2">
<title>2 Overview of hydraulic fracturing on-site tests in shale oil reservoirs in the United States</title>
<p>Hydraulic fracturing is a technique employed to enhance oil and gas production from wells. Its basic principle involves injecting fracturing fluid and proppants (including quartz sand) under high pressure into oil and gas layers, causing the rock to fracture and become filled with proppants. This creates artificial fractures with high permeability in low-permeability oil and gas reservoirs, ultimately increasing production from oil and gas wells. Currently, hydraulic fracturing technology has become a crucial technique in the development of unconventional oil and gas reservoirs.</p>
<p>In shale oil development, the U.S. Department of Energy and Oil Company has implemented advanced monitoring methods to conduct field experiments on multistage hydraulic fracturing, focusing on key topics such as the formation and extension of artificial fractures, the transportation and settling of proppants, and the increase in fracturing transformation volume (<xref ref-type="bibr" rid="B10">Ciezobka et al., 2018</xref>; <xref ref-type="bibr" rid="B9">Ciezobka, 2021</xref>).</p>
<sec id="s2-1">
<title>2.1 Hydraulic fracture network and stimulated volume observation experiment of ConocoPhillips</title>
<p>In 2014, ConocoPhillips conducted experiments on artificial fracture networks and modified volume observations in the Dwight County shale oil-producing area of Texas. The shale oil reservoir in the Cretaceous period was a clayey limestone reservoir of the Lower Eagle Ford Formation, with a dip angle of 3&#xb0; in the southeast, a temperature of 162&#xb0;F, and a pressure coefficient of 1.2&#x2013;1.3. The experimental well groups are depicted in <xref ref-type="fig" rid="F1">Figure 1</xref>, including P1 (early production well), P2, P3, P4, and P5 (newly drilled experimental wells). Each well has a horizontal section measuring 3,000 feet long, a vertical depth of 13,000 feet, and a spacing of 400 feet between intervals, with 1,200 feet separated at the ends of the toes (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B51">Raterman et al., 2019</xref>). The observation wells are designated with the letter &#x201c;S&#x201d; in the figure.</p>
<fig id="F1" position="float">
<label>FIGURE 1</label>
<caption>
<p>ConocoPhillips SRV experimental well group layout (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g001.tif"/>
</fig>
<p>To ensure the applicability of the experimental results, ConocoPhillips used the mainstream fracturing process at the time to fracture the P2, P3, P4, and P5 wells. Various observation methods and technical measures, such as drilling and coring before and after fracturing, were employed to observe the morphology (<xref ref-type="bibr" rid="B61">Ugueto et al., 2019</xref>), distribution, and support degree of the artificial fractures in Well P3 while maintaining normal production in the experimental well group.</p>
</sec>
<sec id="s2-2">
<title>2.2 U.S. national hydraulic fracturing experimental site project</title>
<p>To enhance the effectiveness of fracturing stimulation in shale oil horizontal wells, reduce costs, and improve efficiency, the U.S. Department of Energy (DOE) led scientific research institutions, major oil companies, and oil service companies to establish the HFTS Research Alliance (<xref ref-type="bibr" rid="B11">Ciezobka and Reeves, 2020</xref>).</p>
<p>The goal of the HFTS project is to deepen the understanding of the fracturing process of horizontal wells, with a focus on artificial fracture propagation, proppant placement processes, and their correlation with reservoir characteristics, engineering processes, and other factors (<xref ref-type="bibr" rid="B52">Reeves et al., 2020</xref>). The HFTS project consists of two phases, Phase I and Phase II, as shown in <xref ref-type="fig" rid="F2">Figure 2</xref> (<xref ref-type="bibr" rid="B35">Maity and Ciezobka, 2019a</xref>; <xref ref-type="bibr" rid="B40">Maity and Ciezobka, 2022</xref>).</p>
<fig id="F2" position="float">
<label>FIGURE 2</label>
<caption>
<p>Locations of the HFTS-I stage <bold>(A)</bold> and II stage <bold>(B)</bold> in the Permian Basin and the arrangement of well groups (<xref ref-type="bibr" rid="B35">Maity and Ciezobka, 2019a</xref>; <xref ref-type="bibr" rid="B40">Maity and Ciezobka, 2022</xref>) [The coordinate axis of <bold>(A)</bold> is based on the B1H wellhead position as the origin, representing the vertical and horizontal distances relative to the wellhead position, with the unit in feet (ft)].</p>
</caption>
<graphic xlink:href="feart-12-1410524-g002.tif"/>
</fig>
<sec id="s2-2-1">
<title>2.2.1 U.S. national hydraulic fracturing experimental site project phase I (HFTS-1)</title>
<p>The HFTS-1 site, which is operated by Laredo Petroleum, is located in the Midland Subbasin. It is divided into two phases: late 2015 to mid-2018 and mid-2018 to late 2020. HFTS-1 implements various techniques, such as different spacings, cluster numbers, proppant particle sizes, and liquid sand strengths. It employs several methods to gather direct information on artificial fracture and proppant placement. Additionally, cores from artificial fractures were collected to enhance the understanding of artificial fracture initiation, proppant behavior, and the correlation between fracture initiation and proppant propagation (<xref ref-type="bibr" rid="B11">Ciezobka and Reeves, 2020</xref>; <xref ref-type="bibr" rid="B52">Reeves et al., 2020</xref>; <xref ref-type="bibr" rid="B12">Courtier et al., 2017</xref>).</p>
<p>The HFTS-1 experimental well group consists of 2 wells, 11 newly drilled horizontal wells, and 2 large scientific wells. The 11 newly drilled horizontal wells are situated in small layers A and B of the Wolfcamp Formation, with a staggered well spacing of 660 feet, an inclined well spacing of 400 feet, and a vertical distance of 2 in layers A and B (80 feet). These wells are completed with 5-inch half-casing, fracturing 450 sections, and zipper fracturing in groups (<xref ref-type="bibr" rid="B30">Li et al., 2019</xref>) (refer to <xref ref-type="fig" rid="F2">Figure 2</xref>). After the entire well group is fractured, it is put into production. After 3 months of production, a large-slope scientific well was drilled to obtain core samples from the artificial fracture distribution area, resulting in 850 feet of the core. All the cores were subjected to CT scans to manually identify the fracture types. Additionally, microscopic examinations of all the materials in the cores were conducted to determine the proppant (<xref ref-type="bibr" rid="B10">Ciezobka et al., 2018</xref>; <xref ref-type="bibr" rid="B40">Maity and Ciezobka, 2022</xref>; <xref ref-type="bibr" rid="B36">Maity and Ciezobka, 2019b</xref>).</p>
<p>HFTS-1 employs a variety of monitoring methods, including horizontal toe-end manometers, permanent optical fibers, downhole microseismic inclinometer sensor arrays, eight groups of pressure gauges for large-inclination scientific wells, three types of tracer delivery and testing of oil/water/proppant, and wellbore logging and production logging (<xref ref-type="bibr" rid="B10">Ciezobka et al., 2018</xref>; <xref ref-type="bibr" rid="B27">Kumar et al., 2020</xref>). Moreover, during the production of the well group, experiments are carried out to examine artificial fracture spreading, proppant deposition, interwell disturbance, and connectivity. The valuable insights obtained from these experiments challenge the prevailing notion of unconventional oil and gas fracturing technology, including artificial fracture propagation, proppant placement effectiveness, and their changes over time (<xref ref-type="bibr" rid="B56">Stegent and Candler, 2018</xref>; <xref ref-type="bibr" rid="B49">Rassenfoss, 2018</xref>).</p>
</sec>
<sec id="s2-2-2">
<title>2.2.2 U.S. national Hydraulic Fracturing Experimental site phase II (HFTS-2)</title>
<p>Based on the understanding of the HFTS-1 results and unresolved issues, HFTS-2 began operation in November 2018 in Block 55 in Lowean County. Occidental and shell are the operators of the HFTS-2 (<xref ref-type="bibr" rid="B9">Ciezobka, 2021</xref>).</p>
<p>The HFTS-2 experimental well group comprises 2 existing wells, 8 newly drilled horizontal wells, and 2 scientific wells, with a spacing of 660 feet between each horizontal well. The technical measures and analysis tests implemented in HFTS-2 have been enhanced compared to those implemented in HFTS-1. These improvements include drilling a scientific well with 540 feet before fracturing and drilling a large, deviated scientific well. After fracturing, permanent fiber optic tubes were installed in 2 horizontal wells and 1 scientific well. Additionally, permanent pressure sensors were installed in 2 scientific wells (8 groups and 12 groups) and 2 scientific wells to improve the understanding of the effectiveness and influencing factors of fracturing measures (<xref ref-type="bibr" rid="B5">Bessa et al., 2021</xref>).</p>
<p>A significant difference between HFTS-2 and previous experiments is the installation of advanced permanent fiber monitoring array technology (FO array) in three wells (two horizontal wells and one vertical well) for the first time in North America. This FO array enables the monitoring of artificial fracture propagation and reservoir production in both spatial and temporal dimensions (<xref ref-type="bibr" rid="B77">Zhao et al., 2021</xref>). The FO array is instrumental in characterizing the SRV and reservoir production, calibrating subsurface models, and enhancing monitoring of artificial fracture opening, propagation, and proppant placement (<xref ref-type="bibr" rid="B58">Tan et al., 2022</xref>).</p>
</sec>
</sec>
</sec>
<sec id="s3">
<title>3 Key technologies and insights for hydraulic fracturing in shale oil reservoirs in the United States</title>
<sec id="s3-1">
<title>3.1 Artificial fractures formed by fracturing</title>
<p>First, the experiments mentioned above have confirmed the existence of artificial fractures formed by hydraulic fracturing (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>). Following the production of each experimental well group, extensive amounts of core were obtained through high-angle scientific wells, enabling manual differentiation between natural fractures, artificial fractures, and induced fractures (<xref ref-type="bibr" rid="B63">Ugueto et al., 2021</xref>). These observations have identified a large number of artificial fractures formed by hydraulic fracturing (<xref ref-type="bibr" rid="B15">Gale et al., 2018</xref>; <xref ref-type="bibr" rid="B17">Gale et al., 2021</xref>), as depicted in <xref ref-type="fig" rid="F3">Figures 3A</xref>-<xref ref-type="fig" rid="F3">C</xref> are core segments containing double fractures located at different positions within Core 3.</p>
<fig id="F3" position="float">
<label>FIGURE 3</label>
<caption>
<p>Hydraulic fracture doublets in three tubes from Core 3: <bold>(A)</bold> in the middle of the tube, <bold>(B)</bold> above the yellow foot marker, <bold>(C)</bold> center left of the tube. (<xref ref-type="bibr" rid="B17">Gale et al., 2021</xref>) (The diameter of the core in the figure is 3 in).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g003.tif"/>
</fig>
<sec id="s3-1-1">
<title>3.1.1 Artificial fracture occurrence</title>
<p>Based on full-diameter core CT scanning and modeling, HFTS-1 experiments were used to reconstruct the artificial fracture network within the coring range of large-slope scientific wells. When all 11 newly drilled horizontal wells are well arranged in the azimuth direction, the extension direction of most artificial fractures is not parallel to the direction of the minimum horizontal principal stress (SH<sub>min</sub>). Instead, they extend in two directions with positive/negative acute angles to the SH<sub>min</sub>. The first group of fractures, with a total of 197 fractures, was the most common and trended NE&#x2012;SW. The second group of fractures, with a total of 112 fractures, trended WNW&#x2012;ESE. <xref ref-type="fig" rid="F4">Figure 4A</xref> shows the two sets of fractures in Section 25 of Well 6U, while <xref ref-type="fig" rid="F4">Figure 4B</xref> shows the fracture azimuth measurements of all the fracturing sections of the 11 wells obtained by microseismic methods. The orientation of the main fractures was consistent in all wells at N76&#xb0;E, and the secondary fracture orientation was clear in most sections of the wells, which was approximately N46&#xb0;W (<xref ref-type="bibr" rid="B37">Maity and Ciezobka, 2021a</xref>). A similar situation was observed in the cores obtained from the HFTS-2 experiment (<xref ref-type="bibr" rid="B53">Shahri et al., 2021</xref>; <xref ref-type="bibr" rid="B14">Fu et al., 2020</xref>).</p>
<fig id="F4" position="float">
<label>FIGURE 4</label>
<caption>
<p>Artificial fracture orientation of a single well/full well site obtained by HFTS-I [<bold>(A)</bold> artificial fracture distribution in 25 sections of Well 6U (<xref ref-type="bibr" rid="B37">Maity and Ciezobka, 2021a</xref>); <bold>(B)</bold> artificial fracture distribution in the whole well site (<xref ref-type="bibr" rid="B56">Stegent and Candler, 2018</xref>)].</p>
</caption>
<graphic xlink:href="feart-12-1410524-g004.tif"/>
</fig>
<p>The results of hydraulic fracturing experiments in different basins of the ConocoPhillips SRV, HFTS-1, and HFTS-2 in North America show that the artificial fractures formed by hydraulic fracturing mostly exist in the form of dense, parallel, or subparallel artificial fracture clusters. The characteristics of small spacing, parallel extension, and cluster clustering are commonly observed in hydraulic fracturing in shale reservoirs (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B14">Fu et al., 2020</xref>; <xref ref-type="bibr" rid="B62">Ugueto et al., 2022</xref>; <xref ref-type="bibr" rid="B41">Maity et al., 2018</xref>). Additionally, there is a strong correlation between the significant change in the trend of artificial fractures and the significant change in rock properties. Local stress interference can also cause deviations (<xref ref-type="bibr" rid="B21">Guerrero et al., 2022</xref>; <xref ref-type="bibr" rid="B42">Maity and Ciezobka, 2020</xref>; <xref ref-type="bibr" rid="B76">Zhao and Gray, 2021</xref>; <xref ref-type="bibr" rid="B6">Cao et al., 2022</xref>).</p>
</sec>
<sec id="s3-1-2">
<title>3.1.2 Number of artificial fractures</title>
<p>In the ConocoPhillips SRV experiment, a total of 2,466 artificial fractures were discovered in the S3 well and its three sidetracked horizontal wells along the P3 direction, with an average density of 2.6 feet per well. It should be noted that due to the coring of the four wells, including S3, around the P3 well, some fractures may have been repeatedly cored and observed.</p>
<p>In the HFTS-1 experiment, manual observation revealed 361 artificial fractures in the 600-foot core obtained from the high-inclination well, with an average density of 1.6 feet per piece. Similarly, in the HFTS-2 experiment, 500 artificial fractures were identified through manual observation of the acquired 948-foot core, with an average of 1.9 feet per piece (<xref ref-type="bibr" rid="B24">Joseph et al., 2022</xref>). The average spacing between these artificial fractures ranged from 1 to 2 feet. Simulation studies also indicated a significant correlation between the distribution of artificial fractures and perforated holes, which was previously unexpected (<xref ref-type="bibr" rid="B34">Maity, 2018</xref>). Moreover, despite the significant differences in reservoir conditions and natural fractures at the three experimental sites, the consistent results of the three experiments suggest that high-density parallel artificial fractures may be common in hydraulic fracturing (<xref ref-type="bibr" rid="B14">Fu et al., 2020</xref>; <xref ref-type="bibr" rid="B24">Joseph et al., 2022</xref>).</p>
</sec>
<sec id="s3-1-3">
<title>3.1.3 Effectiveness of artificial fracture</title>
<p>The effectiveness of artificial fractures and seepage after fracturing in Well P3 was identified by the ConocoPhillips SRV experiment. The decrease in reservoir pressure was primarily influenced by the distance of the nearest main fracture, although the frequency and location of these fractures were not uniform. Over the course of 4 years of production, most manometers exhibited a downward trend, except for one manometer located near the main fracture, which showed an increase over time, indicating a disconnection from the production well (<xref ref-type="bibr" rid="B51">Raterman et al., 2019</xref>).</p>
<p>Although a large number of artificial fractures were discovered in the ConocoPhillips RV experiments, only a small number of these fractures were effective for oil and gas seepage. During 2 years of production, the downhole pressure gauges in the production and observation wells showed significant variations in pressure drop at different positions within the reservoir, indicating severe unevenness in reservoir production. This finding aligns with the results obtained regarding the effectiveness of artificial fractures.</p>
</sec>
<sec id="s3-1-4">
<title>3.1.4 Role of artificial and natural cracks and stratification surfaces</title>
<p>The results of the HFTS-1 experiments indicate that the key factors influencing the interaction of natural fractures are their direction, opening degree, texture and composition of the cemented filling, and filling degree relative to artificial fractures. An analysis of <italic>in situ</italic> stress and fracture properties along the coring section revealed that approximately 52% of the natural fractures in section A of the core remained closed and did not interact with artificial fractures. In contrast, approximately 25% of section B and 36% of section C interacted with artificial fractures. This can be attributed to the greater number of opened natural fractures in the B and C cores under stress, which aligns with the observed distribution of tetragonal calcite (<xref ref-type="bibr" rid="B35">Maity and Ciezobka, 2019a</xref>), as shown in <xref ref-type="fig" rid="F5">Figure 5</xref>.</p>
<fig id="F5" position="float">
<label>FIGURE 5</label>
<caption>
<p>The fracture complexity of HFTS-1 was observed in the core (<xref ref-type="bibr" rid="B15">Gale et al., 2018</xref>) (The diameter of the core in the figure is 3 in).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g005.tif"/>
</fig>
</sec>
<sec id="s3-1-5">
<title>3.1.5 Relationships between artificial fractures and the number of clusters and perforations</title>
<p>Although reservoir coring allows direct observation of artificial fractures after fracturing, determining the initiation and propagation of near-wellbore (NWB) fractures, such as the cluster efficiency and distribution of perforating hole fluid, is challenging. Optical fiber monitoring technology, applied in the HFTS-1 and HFTS-2 experiments, provided real-time temperature and acoustic measurement data near the wellbore, enabling accurate determination of the fluid distribution in the NWB perforated holes (<xref ref-type="bibr" rid="B32">Liu et al., 2021a</xref>). Analysis of the microseismic data revealed that the number and spacing of different perforation clusters had a significant effect on the NWB fracture geometry of the experimental well (<xref ref-type="bibr" rid="B56">Stegent and Candler, 2018</xref>). As shown in <xref ref-type="fig" rid="F6">Figure 6</xref>, the growth behavior and final geometry of the fractures were consistent across the horizontal section of well 4U, regardless of the cluster design and number of perforations.</p>
<fig id="F6" position="float">
<label>FIGURE 6</label>
<caption>
<p>Fracture monitoring results of the 10th <bold>(A)</bold> and 13th <bold>(B)</bold> of well 4U (<xref ref-type="bibr" rid="B56">Stegent and Candler, 2018</xref>).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g006.tif"/>
</fig>
</sec>
</sec>
<sec id="s3-2">
<title>3.2 Proppant movement and placement</title>
<sec id="s3-2-1">
<title>3.2.1 Profile of the proppant distribution</title>
<p>The ConocoPhillips SRV experiments employed cross-linked jelly for sand transport, but post-fracturing coring revealed that the farthest core sample with proppant was within 75 feet from well P3. Proppant was detected in 76% of the cuttings in the STO3 section (closest) coring barrel, which was situated 56 feet from well P3. However, only 5% of the fractures contained proppant, whereas 5% of the cuttings in the STO1 coring barrel were located 100 feet above well P3 (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>).</p>
<p>The HFTS-1 experiments provided insights into the vertical distribution depth of proppants in the UWC formation. The majority of proppants were located approximately 30 feet above and below the horizontal section of well W4 and extended laterally up to 80 feet. The distribution of proppants exhibited abrupt jumps and rapid declines (<xref ref-type="bibr" rid="B13">Elliott and Gale, 2018</xref>). In cases where the artificial fracture overlapped with lithological changes, the geometric morphology of the fracture wall underwent significant changes, resulting in a peak of proppant settlement. This demonstrates the influence of geological, lithological, fracture, and stress changes on the proppant distribution, as illustrated in <xref ref-type="fig" rid="F7">Figure 7</xref>.</p>
<fig id="F7" position="float">
<label>FIGURE 7</label>
<caption>
<p>Distribution of proppant <bold>(A)</bold> and <bold>(B)</bold> in section 25 of Well 6U in the HFTS-1 experiment [the histogram represents the relative amount of proppant, and the color represents the ratio of any proppant particle (red) to other minerals in the analyzed sample] (<xref ref-type="bibr" rid="B37">Maity and Ciezobka, 2021a</xref>).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g007.tif"/>
</fig>
<p>In relation to the proppant distribution after fracturing in horizontal wells, the ConocoPhillips RV, HFTS-1, and HFTS-2 experiments consistently demonstrate that the proppant distribution is highly uneven in artificial fracture systems. As observed in the core tube and core samples, the amount of proppant in artificial fractures dramatically decreases with increasing distance from the horizontal wellbore. Proppants are rarely observed in core barrels and cores located 100 feet away from horizontal wellbores (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B51">Raterman et al., 2019</xref>; <xref ref-type="bibr" rid="B38">Maity and Ciezobka, 2021b</xref>; <xref ref-type="bibr" rid="B28">Kumar et al., 2021</xref>). Moreover, the distribution range of small particle-sized (100 mesh) proppant is significantly larger than that of medium particle-sized (40/70 mesh) proppant, with small particle-sized proppant dominating the longitudinal distribution of fracturing wells. Additionally, the concentration of the proppant distribution within segments presents a distinct heel-end advantage (<xref ref-type="bibr" rid="B40">Maity and Ciezobka, 2022</xref>; <xref ref-type="bibr" rid="B72">Wood et al., 2018</xref>).</p>
</sec>
<sec id="s3-2-2">
<title>3.2.2 Factors influencing proppant delivery and laying</title>
<p>In the HFTS experiment, a systematic analysis of artificial fractures and associated proppants was conducted. The main factors affecting proppant transportation and laying include artificial fractures, changes in lithology, and stress variations in the reservoir (<xref ref-type="bibr" rid="B6">Cao et al., 2022</xref>). The presence of artificial fractures in areas with lithology and stress changes often results in variations in fracture surface roughness and flatness. These changes can lead to proppant blockage and settlement in localized areas, preventing further transport to distant locations (<xref ref-type="bibr" rid="B13">Elliott and Gale, 2018</xref>; <xref ref-type="bibr" rid="B39">Maity and Ciezobka, 2021c</xref>). The experiments revealed a strong causal relationship between fracture surface roughness and the proppant distribution. Over time, artificial fractures located far from rough areas of the fracture wall may contribute less to productivity due to poor connectivity caused by local proppant settlement, resulting in unsupported fractures and limited conductivity for complete production (<xref ref-type="bibr" rid="B18">Gallardo Giozza et al., 2020</xref>).</p>
<p>The HFTS-2 experiment was conducted in the vicinity of Well B3H. The proppant placement, as observed through distributed fiber optic monitoring of the fracturing operation, correlated well with the proppant distribution observed in the core. These results were consistent with the pressure drop observed by a large-slope scientific manometer (<xref ref-type="bibr" rid="B17">Gale et al., 2021</xref>; <xref ref-type="bibr" rid="B57">Stegent et al., 2019</xref>). Therefore, it can be suggested that &#x201c;primary&#x201d; artificial fractures, connected to the main artificial fractures and filled with proppant, provide better and greater production over the lifespan of shale wells than &#x201c;secondary&#x201d; artificial fractures.</p>
</sec>
<sec id="s3-2-3">
<title>3.2.3 Effect of proppant dosage on estimated ultimate recovery (EUR) in a single well</title>
<p>HFTS-1 was used to investigate the effect of proppant dosage on the EUR in a single well during fracturing construction. The EUR of a single well showed a significant positive correlation with the increase in proppant intensity used in layer A of the Wolfcamp Formation when the proppant amount reached a certain value. However, the increase in proppant dosage in layer B of the Wolf Formation did not affect the EUR of a single well (<xref ref-type="bibr" rid="B30">Li et al., 2019</xref>). This suggests that the strength of the proppant should match the reservoir&#x2019;s characteristics and be determined experimentally for different reservoirs (<xref ref-type="bibr" rid="B70">Ruud et al., 2020</xref>).</p>
</sec>
</sec>
<sec id="s3-3">
<title>3.3 Degree of reservoir utilization</title>
<sec id="s3-3-1">
<title>3.3.1 Monitoring of the reservoir pressure</title>
<p>The ConocoPhillips SRV experiment utilized pressure changes to assess the degree of reservoir utilization. Reservoir production was found to be severely heterogeneous (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B51">Raterman et al., 2019</xref>; <xref ref-type="bibr" rid="B68">Wang et al., 2019</xref>).</p>
<p>In HFTS-1, 8 sets of high-precision manometers were installed in the 6 TW high-inclination coring well, and pressure data were recorded during the 18-month production period of the experimental well group, as shown in <xref ref-type="fig" rid="F8">Figure 8</xref>. The trends of the G5 and G6 manometer data aligned with the toe-end manometer data of production wells 6U and 6 M, with slight differences due to the vertical height variation. The G7 manometer data exhibited a similar trend but with a smaller decrease. The G8 manometer, located farthest from the production well, showed relatively stable pressure. However, pressure gauge G4, situated between the 5U, 6U, 5 M, and 6 M production wells, exhibited a lower pressure drop rate in the reservoir than did the G5 and G6 manometers, with different trends (<xref ref-type="bibr" rid="B30">Li et al., 2019</xref>). The manometer data from well 6 TW demonstrated that the pressure decline trend varied at different positions within the reservoir, highlighting the level of impact of artificial fractures and the production distance from the fracturing well reservoir (<xref ref-type="bibr" rid="B31">Liu Xinghui et al., 2021</xref>; <xref ref-type="bibr" rid="B16">Gale et al., 2019</xref>).</p>
<fig id="F8" position="float">
<label>FIGURE 8</label>
<caption>
<p>Relative position diagram <bold>(A)</bold> and <bold>(B)</bold> of the HFTS-1 experimental well 6 TW, the G4-G8 manometer and the fracturing production wells 6U and 6 M (left). The pressure data <bold>(C)</bold> of the G4-G8 manometer and the 6U and 6 M well toe end manometers (right figure) in the 18 months of production of the well group (<xref ref-type="bibr" rid="B30">Li et al., 2019</xref>).</p>
</caption>
<graphic xlink:href="feart-12-1410524-g008.tif"/>
</fig>
<p>For HFTS-2, 12 sets of high-precision manometers were installed in the high-inclination coring well B6S. These manometers recorded the pressure data of the experimental well group during the 2-year production period, and the reservoir pressure changes obtained were found to be similar to those observed in HFTS-1.</p>
</sec>
<sec id="s3-3-2">
<title>3.3.2 Main understanding of the degree of reservoir production</title>
<p>After collecting the monitoring data and employing digital simulation technology for analysis, the monitoring results of reservoir production following fracturing and production experiments were consistent. The key findings from this analysis are as follows.</p>
<p>Despite the lengthy production time (2 years) and successful production of the densely superimposed tridimensional development horizontal well group, there were notable variations in the pressure drop among the different reservoir areas. These differences in reservoir production indicate that the artificial fracture coverage rate and effectiveness have not been fully optimized. Therefore, further study is required to improve the reservoir production rate (<xref ref-type="bibr" rid="B50">Raterman et al., 2017</xref>; <xref ref-type="bibr" rid="B40">Maity and Ciezobka, 2022</xref>; <xref ref-type="bibr" rid="B12">Courtier et al., 2017</xref>; <xref ref-type="bibr" rid="B5">Bessa et al., 2021</xref>; <xref ref-type="bibr" rid="B77">Zhao et al., 2021</xref>).</p>
<p>The pressure data revealed that the depletion rate increases significantly when the reservoir pressure drops below the bubble point pressure. Additionally, the complexity of the contribution of artificial fractures to production was evident from the pressure data. The pressure in the reservoir area located far from the root end fluctuated multiple times, while the pressure drop was relatively stable in the region near the root end. This suggests that liquid production in each region can be discontinuous and dynamic [(<xref ref-type="bibr" rid="B77">Zhao et al., 2021</xref>); (<xref ref-type="bibr" rid="B45">Muralidharan and Esmaili, 2021</xref>); (<xref ref-type="bibr" rid="B75">Yu et al., 2021</xref>); (<xref ref-type="bibr" rid="B57">Stegent et al., 2019</xref>)].</p>
<p>The layered recovery factor decreases with increasing vertical distance from the horizontal wellbore. Therefore, carefully selecting the wellbore trajectory and understanding the reservoir stress profile are crucial factors for maximizing the degree of production in thick shale oil reservoirs (<xref ref-type="bibr" rid="B45">Muralidharan and Esmaili, 2021</xref>; <xref ref-type="bibr" rid="B2">Akash et al., 2020</xref>; <xref ref-type="bibr" rid="B44">Morris et al., 2019</xref>; <xref ref-type="bibr" rid="B48">Rafiee and Grover, 2017</xref>).</p>
<p>The exploitation coefficients of each small layer, as determined by the numerical model, varied based on the artificial fracture network and reservoir properties. Moreover, vertical artificial fractures and pressure drops do not align with the rectangular shapes set in the numerical model. Thus, employing uniform geometry for fracture modeling differs significantly from the actual situation. This incomplete understanding of reservoir production and the challenges in optimizing the oilfield development scheme are consequences of these modeling discrepancies (<xref ref-type="bibr" rid="B4">Baig et al., 2021</xref>; <xref ref-type="bibr" rid="B7">Cao et al., 2017</xref>).</p>
<p>The deployment of monitoring wells is considered the most effective method for understanding reservoir production levels. This is due to the correlation between well pressure logging data and microseismic interpretation. It is also a cost-effective means of predicting reservoir production (<xref ref-type="bibr" rid="B25">Kumar Abhash et al., 2018</xref>; <xref ref-type="bibr" rid="B71">Wicker et al., 2018</xref>; <xref ref-type="bibr" rid="B66">Wang et al., 2018</xref>).</p>
<p>Microseismic event clouds are often perceived as the &#x201c;outer boundary&#x201d; of the &#x201c;stimulated reservoir volume&#x201d; (SRV). However, analysis of the HFTS-1 data revealed that microseismic clouds do not accurately reflect the range of artificial fractures but rather indicate the extent of naturally reactivated fractures (<xref ref-type="bibr" rid="B20">Gross and Dershowitz, 2023</xref>). Further analysis of the HFTS-2 data suggests that the microseismic event cloud represents only a subset of the SRV (<xref ref-type="bibr" rid="B59">Tan et al., 2021</xref>; <xref ref-type="bibr" rid="B8">Chen et al., 2022</xref>; <xref ref-type="bibr" rid="B54">Shrivastava et al., 2018</xref>; <xref ref-type="bibr" rid="B69">Weddle et al., 2018</xref>).</p>
</sec>
</sec>
</sec>
<sec id="s4">
<title>4 Development trend of hydraulic fracturing technology in shale oil reservoirs and inspirations</title>
<sec id="s4-1">
<title>4.1 Development of the exploitation concept for shale oil reservoirs</title>
<p>Despite the extremely low permeability of shale oil and gas reservoirs, the pressure drop generated by preproduction wells propagates to adjacent reservoirs through artificial and natural fractures, influencing the performance of densely drilled mid-to-late stage wells in the upper and lower reservoirs (<xref ref-type="bibr" rid="B33">Lorwongngam et al., 2020</xref>; <xref ref-type="bibr" rid="B3">Apiwat Ohm et al., 2023</xref>). Consequently, the development of shale oil technology is significantly impacted by factors such as development time, well spacing, and interwell connectivity (<xref ref-type="bibr" rid="B26">Kumar Ashish et al., 2018</xref>; <xref ref-type="bibr" rid="B67">Wang et al., 2021</xref>; <xref ref-type="bibr" rid="B60">Trent, 2017</xref>).</p>
<p>Given that the production efficiency of later-stage densely drilled wells is generally inferior to that of early wells, the development approach for shale oil has shifted from staged and layered well placement to one-time tridimensional dense well placement (<xref ref-type="bibr" rid="B1">Adam et al., 2022</xref>; <xref ref-type="bibr" rid="B22">Bessa et al., 2023</xref>). Following the successful implementation of Encana&#x2019;s RAB Davidson tridimensional well pattern platform in 2017, shale oil development primarily revolves around tridimensional dense well placement with horizontal spacings ranging from 400 to 660 feet and longitudinal distances ranging from 230 to 400 feet, ensuring no secondary infill space.</p>
</sec>
<sec id="s4-2">
<title>4.2 Shale oil reservoir modification technology development</title>
<p>Drawing from conventional reservoir development experience, early North American shale oil fracturing primarily focused on creating large-scale, highly conductive artificial fractures. However, the increase in the EUR did not keep pace with the expansion of fracturing operations. Consequently, the North American industry has enhanced its understanding of key mechanisms related to initiating artificial fractures, delivering proppants, and distributing proppants within shale reservoirs, thanks to findings from ConocoPhillips&#x2019;s SRV, HFTS-1, and HFTS-2 experiments. These insights have prompted reforms in the fracturing process.</p>
<p>Currently, the factors that greatly impact the production of shale wells are the location of horizontal wells, well spacing, length of the horizontal section, and strength of sand addition. Once the location and spacing of horizontal wells have been determined, the division of matching segment clusters, process design, and scale of sand addition can be used to maximize the transformation of well control reservoirs and tridimensional well pattern control reservoirs. This results in significant improvements in the EUR and ensures the expected return on development investment (<xref ref-type="bibr" rid="B46">Pudugramam et al., 2022</xref>). For instance, the average daily oil production per unit horizontal section length of shale oil wells increases as the amount of sand added increases, as long as it is less than 2.8 t/m. However, this pattern becomes less noticeable when the amount of sand added exceeds 2.8 t/m (<xref ref-type="bibr" rid="B55">Srinivasan et al., 2023</xref>).</p>
</sec>
<sec id="s4-3">
<title>4.3 Development of shale oil in the United States</title>
<p>The successful experience of shale oil development in the US demonstrates that due to the heterogeneity and complexity of unconventional oil and gas reservoirs, it is more suitable to follow the &#x201c;test prior to development&#x201d; principle. This approach involves continuous exploration, correction, cost reduction, increased efficiency, and the development of adaptive process technologies. With this model, large-scale development and production can be achieved.</p>
<p>China&#x2019;s continental shale oil reservoirs are deeper, thicker, and more complex than North American marine reservoirs, making their development more challenging. Currently, China&#x2019;s continental shale oil development is transitioning from experimental development to large-scale development. It is crucial to apply the &#x201c;test prior to development&#x201d; principle from North America and select representative regional strata. This involves systematically designing hydraulic fracturing mine experiments for continental shale oil and obtaining comprehensive knowledge of key information such as artificial fracture morphology, connectivity, support degree, and coverage of hydraulic fractures. Continuous exploration and adjustment of fracturing conduction schemes reduces costs and increases efficiency, ultimately establishing adaptive technology suitable for fracturing transformation of continental shale oil in China.</p>
</sec>
</sec>
<sec id="s5">
<title>5 Summary</title>
<p>Numerous hydraulic fracturing field tests have been conducted in shale oil reservoirs in the US. This section provides an overview of the general testing scenarios and highlights the consequential results that have driven the innovation and development of fracturing technology in North America.<list list-type="simple">
<list-item>
<p>a. There is a strong correlation between lithological changes and the roughness of artificial fractures. In carbonate-rich zones, artificial fractures often exhibit texture roughness features that are not typically observed in clay-rich zones. Additionally, there are noticeable variations in the average roughness of artificial fractures across different small layers of cores. The pressure drop is primarily influenced by the proximity of the nearest main fracture, although the frequency and location of the main fracture are not consistent.</p>
</list-item>
<list-item>
<p>b. The distribution of proppant is characterized by a sudden increase followed by a rapid decrease. It has been observed that as artificial fractures expand, they encounter areas with significant lithological variations. Consequently, there are substantial changes in the geometric morphology of the fracture wall. This results in a peak in proppant settlement, indicating the influence of geological, lithological, fracture, and stress changes on the proppant distribution.</p>
</list-item>
<list-item>
<p>c. The development of pertinent technologies is well suited for the adaptive engineering process technology of China&#x2019;s terrestrial shale oil fracturing transformation, which promotes the advancement and growth of fracturing technology, ultimately leading to a substantial increase in shale oil production.</p>
</list-item>
</list>
</p>
</sec>
</body>
<back>
<sec sec-type="author-contributions" id="s6">
<title>Author contributions</title>
<p>MZ: Conceptualization, Data curation, Formal Analysis, Funding acquisition, Investigation, Methodology, Project administration, Resources, Software, Supervision, Validation, Visualization, Writing&#x2013;original draft, Writing&#x2013;review and editing.</p>
</sec>
<sec sec-type="funding-information" id="s7">
<title>Funding</title>
<p>The author(s) declare that financial support was received for the research, authorship, and/or publication of this article. The National Natural Science Foundation Project No.U23B6004; Sinopec Science and Technology Project NO.P23095.</p>
</sec>
<sec sec-type="COI-statement" id="s8">
<title>Conflict of interest</title>
<p>Author MZ was employed by Sinopec.</p>
</sec>
<sec sec-type="disclaimer" id="s9">
<title>Publisher&#x2019;s note</title>
<p>All claims expressed in this article are solely those of the authors and do not necessarily represent those of their affiliated organizations, or those of the publisher, the editors and the reviewers. Any product that may be evaluated in this article, or claim that may be made by its manufacturer, is not guaranteed or endorsed by the publisher.</p>
</sec>
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