Abstract
Multistage fracturing is the main means of shale gas development, and casing deformation frequently occurs during fracturing of shale gas horizontal wells. Fracturing fluid entering the formation will change in situ stress nearby the wellbore. The changes of in situ stress are mainly reflected in the following two aspects: one is the increase of in situ stress and the other is the nonuniformity of in situ stress along the wellbore. And it is for this reason that the production casing is more likely to collapse under the nonuniform in situ stress load. According to the service conditions of production casing in shale gas reservoir, this paper studied the casing deformation and the collapsing strength subjected to the nonuniform loading by the experimental and numerical simulation method. The results show that under the condition of nonuniform loading, (1) the diameter variation rate of the casing reduces with the increase in the ratio of sample to tooling length. When the ratio is less than 3, the casing collapse strength will be significantly reduced. And when the ratio is greater than 6, the impact of sample length on casing collapse strength can be ignored. (2) The increase in the applied loading angle will decrease the diameter variation rate. When the loading angle increases from 0° to 90°, the critical load value increases from 1600 kN to 4000 kN. (3) The increase in load unevenness coefficient will rapidly decrease the casing collapse strength. When the load unevenness coefficient n is 0.8, the casing collapse strength reduces to 60%, and when the load unevenness coefficient n is 0, the casing collapse strength reduces to 28%. The findings of this study can help for better understanding of casing damage mechanism in volume fracturing of shale gas horizontal well and guide the selection of multistage fracturing casing type and fracturing interval design.
1. Introduction
Shale gas reservoirs have low porosity and low permeability. Generally, horizontal wells and large-scale multistage fracturing technology are used to improve the performance of reservoir production in an economical and effective way [1–4]. A shale gas well in Sichuan-Chongqing region has a drilling depth of 3500 m, a horizontal section length of more than 1500m, and a fracturing displacement of about 12 m3/min. The wellhead pressure of this well is about 80 MPa, and the production casing size is Φ139.7 × 12.7 mm/125 V, and the collapsing strength exceeds 160 MPa. In hydraulic fracturing operation, the bridge plug is often blocked in deflecting section or a horizontal section. The production casing is deformed, and the diameter is reduced by printing and calliper logs. Many studies [5–9] indicated that the rock formation is the reverse fault. When the fracturing fluid is injected into the formation, the magnitude of in situ stresses changes. In addition, as the horizontal in situ stress difference increases, the production casing cannot bear the nonuniform loading, resulting in the casing deformation [10–13]. It showed that the collapsing strength of casing under nonuniform loading is insufficient. Compared with that under uniform loading, the collapsing strength under nonuniform loading is reduced.
The calculation formula for collapsing strength under uniform loading is provided by the American Petroleum Institute (API BUL 5C3) standard [12]. However, for tight reservoirs such as shale gas, the rock anisotropy and fracturing fluid injection lead to the complex in situ stress distribution [14–16]. The results show that the natural fracture length and dip angle have a great impact on the casing failure, which means that factors affecting collapsing strength of casing include nonuniform loading, the length of applied load, and loading angles. Cai et al. [17] carried out the test of casing collapsing strength under uniform loading by underwater strain and studied variation rules of casing strain with external loading. Pattillo et al. [18] analyzed the variation of casing collapse strength under the condition of a plane flattening test by the experiment and numerical simulation method.
It is found that the current research sets the shale gas reservoir and casing in full contact along the hole wellbore [19–22] and so that the partial contact is rarely studied, which is one of nonuniform loading distribution forms (in Figure 1, line AB is symmetry axis of the contact part between formation and casing). Thus, the variation rules of strain, deformation, and instability characteristics under nonuniform loading should be further studied. Lin et al. [23] studied casing deformation failure mechanism (yield strength 110ksi) under unidirectional loading through collapsing experiments. It was found that a point failure of the middle or outer wall of the casing rather than the yield point should be used as the basis of collapse failure. So, it is meaningful to determine casing collapse strength under nonuniform load by the experiential and numerical method.

According to the technical problem, this research carried out the casing deformation tests under different lengths, loading angles, and nonuniform loadings. The casing collapse failure and deformation characteristics for production casing (Φ139.7 × 12.7 mm/125 V) were analyzed in shale gas wells. In this paper, we firstly tested the influence of casing length and loading angle on casing collapse strength by the test method, and then we used the nonlinear buckling calculation method to carry out numerical experiments and got variation rule under different casing lengths, loading angles, and nonuniform loadings. This paper provided a method of analyzing casing deformation in actual service environment.
2. Experimental Research on Nonuniform Loading
2.1. Nonuniform Loading
In the condition of nonuniform loading, the load distribution is unevenly distributed along the casing outer wall. The stress distribution is expressed aswhere is the loading unevenness coefficient and can be expressed as . n = 1 corresponds to the uniform loading, and n ≠ 1 corresponds to nonuniform loading. The decrease in n increases the unevenness of loading distribution. is the horizontal minimum principal stress; is the horizontal maximum principal stress; and is the internal loading along the angle .
Equations for uniform loading can be written as follows:
There are two special cases. One is the loading applied on the part of casing circumference, that is, the loading surface is an arc surface, as shown in Figure 2(a). The other one is uniaxial loading, that is, the loading surface is a line (see Figure 2(b)). When = 180°, the casing is subjected to uniform loading, as shown in Figure 2(c).

2.2. Experimental Equipment
The experimental equipment is composite loading tester of 600t. According to the different experimental conditions, loading has been applied until the casing failure, and the stress-strain curve and loading value are collected and recorded. Six strain gauges are installed every 180° on the casing circumference and every 50 or 100 mm in the axial direction, as shown in Figure 3. The sample installation is shown in Figure 4.

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(b)

The sample size is Φ139.70 × 12.70 mm/125 V. It is assumed that the casing is an isotropic homogeneous elastomer, ignoring the effects of residual stress, ovality, wall thickness unevenness, and so on. The mechanical and chemical properties are identical during test analysis.
2.3. Experimental Scheme
In order to study the casing deformation rule under different lengths, different loading angles, and nonuniform loading, the experimental scheme is shown in Table 1.
For the experiment, the loading is uniformly increased, and the loading rate is 1 kN/s.
2.4. Analysis of Experimental Results
2.4.1. Impact of Sample Length on Collapsing Strength
Tooling length is 1D, and the lengths of samples1-1, 1-2, and 1-3 are 1D, 2D, and 3D, respectively. When the loading angle is 0, the plane loading plane fails. This can be called a plane flattening test. The shape and tested results of sample 1-1 before and after tests are shown in Figure 5. The test results for three group samples are shown in Figure 6.

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(b)

The sample experienced three stages of elasticity, yield, and instability in the failure process. When loading is 330 kN and the diameter variation rate is 3.0%, the yield occurs for sample 1-1, as shown in Figure 6. The diameter variation rate (the ratio of diameter variation value to the diameter for casing) of the casing does not increase linearly, as the load increases. For sample 1-2, yield occurs when loading is 670 kN, and the diameter variation rate is 3.1%. For sample 1–3, yield occurs when loading is 780 kN, and the diameter variation rate is 3.3%. The yield loading increases with the increase in sample length; under the same loading, the diameter variation rate decreases with the increase in sample length. When the sample length is more than 3D, the increasing trend of yield loading decreases. When the loading area is identical, the collapsing strength of casing increases with the increase in the sample length.
2.4.2. Impact of Loading Angle on Collapsing Strength
The tooling length is 2D, the sample length is 7D, and the loading angles are 0°, 15°, 30°, and 45°, respectively. These are called the curve flattening tests. For sample 2-2, the tooling shape and sample shape after testing and test results are shown in Figures 7 and 8. The test results of sample 2-2 are shown in Figure 9.



As shown in Figure 9, the sample undergoes three stages of elasticity, yield, and instability. The yield load increases with the increase in , but the diameter variation rate decreases; under the same loading, the greater , the less of diameter variation rate; the larger of the loading area, the stronger of casing collapsing strength. Under nonuniform external loading, the casing collapse strength increases with the increase in .
3. Finite Element Simulation Analysis
3.1. Numerical Model Validation
According to the experiment results, the finite element simulation method was used to analyze collapse strength changes for different casing samples lengths from 1D to 7D. Simulation parameters of casing are shown in Table 2. We assumed that casing is an ideal cylinder, and uneven wall thickness, the roundness of outer diameter, and ao on are not considered in the model. The radial dimension of the casing is much smaller than the axial length of the casing, which is simplified as a plane strain problem. Solid four nodes and 183 elements can be used for mesh generation, stresses, and deformation calculation. For sample 1-1, the finite element calculation results are shown in Figure 10, and the comparison of the experiment results and numerical simulation is shown in Figure 11.

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(b)

(c)

(d)

As shown in Figures 10 and 11, the variation rate of casing diameter increases with the increase in loading. The maximum stress is located in the upper and lower of casing inner walls. The segment (0A) of Figure 11 shows that the loading and diameter variation rate increases linearly, which belongs to the inelastic stage. The segment (AB) of Figure 11 shows that when the diameter variation rate is greater than 3%, the relationship between loading and diameter variation rate is a nonlinear increase. This belongs to the yield stage. The segment (BC) of Figure 11 shows that the diameter variation rate increases rapidly when it is greater than 10%. However, this value is not sensitive to loading in the stage of instability. When the diameter variation rate continues to increase, the loading increases again, as the casing inner wall of the left and right sides begin to plying-up. This belongs to the strength strengthening stage. The experimental results are in good agreements with the results of finite element analysis.
For sample 2-3, the experimental and numerical simulation results are shown in Figure 12.

As shown in Figure 12, the numerical simulation results are in good agreement with the experimental ones. The diameter variation rate increases as the loading increases. The maximum stress appears on the upper and lower parts of the casing inner wall. In the initial loading stage, the diameter variation rate increases linearly with the increase in loading, and the sample is in the elastic stage. When the diameter variation rate is greater than 3%, with the increase in loading, the diameter variation rate increases nonlinearly, and the sample is in the yield stage. When the diameter variation rate is greater than 10%, the diameter variation rate increases rapidly. However, the loading increase rate is not significant, which is in the instability stage. When the diameter variation rate continues to increase, the casing inner wall begins to plying-up, and loading has an increasing trend again. This is in the stage of plastic strengthening.
3.2. The Influence of Different Sample Lengths on the Casing Collapse Strength
According to the experimental conditions of the first group, numerical simulation results can be obtained by changing the sample length, as shown in Figure 13. The diameter variation rate decreases at the contact surface. The casing deformation becomes smaller at the end of the sample with the increase in the sample length. However, when the sample is shorter, the end and contact surface of the sample have greater deformation.

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(b)

(c)

(d)
The relationships between the diameter variation rate and the loading for the flattening test of different length samples are shown in Figure 14. The tooling length remains unchanged. As the length of the sample increases, the casing collapse strength (loading capacity) increases. When the sample length is less than or equal to 3D, the casing collapse strength (loading capacity) will be significantly reduced. When the sample length is more than 3D but less than 6D, casing collapse strength (loading capacity) gradually increases, and the increase rate gradually decreases. When the sample length is more than or equal to 6D, the impact of sample length on casing collapse strength (loading capacity) can be ignored.

The relationship between diameter variation rate and critical load for different length samples using the flattening test is shown in Figure 15. As the length of the sample increases, the critical loading and the diameter variation rate of instability increase, and the relationship between them is approximately proportional. It shows that the end effect is smaller when the sample is shorter. As the length of the sample increases, the end effect on the instability part is enhanced.

From the above results, it can give a suggestion that the spacing between fracturing points should be more than 6D in shale multistage hydraulic fracturing.
3.3. The Influence of Different Loading Angles on the Casing Collapse Strength
In order to eliminate the end effect, the ratio of sample length to tooling length has been set as 3.5 : 1. The finite element simulation method is used to analyze the influence of different loading angles on the casing collapse strength.
The relationships between the diameter variation rate and loading at different loading angles are shown in Figure 16. As the loading angle increases, the casing collapse strength (loading capacity) increases. The increase rate of loading capacity accelerates as the loading angle increases. This indicates that the casing collapse strength is enhanced. The results demonstrate that the collapse strength reaches the maximum under the uniform loading cases, that is, α is 180°. In the nonuniform loading cases, the casing collapse strength is reduced. In particular, when α is 0°, the collapse strength reduces the minimum value. Consequently, the casing is more likely to deform.

With the increase in loading angle, the critical loading increases, but the diameter variation rate decreases under the condition of instability, and the correlation between buckling loads and diameter variation rates are roughly inversely proportional, as shown in Figure 17. In the initial state, the loading surface fits the pipe body closely for different loading angles, which has certain constraints on the pipe body. However, there is no constraint on the plane load. For the same loading, the casing deformation becomes smaller as the loading angle increases. The greater the loading angle, the greater the restriction on the casing. In addition, the casing deformation is smaller as the loading angle increases.

There are two main reasons for the increase in collapse pressure with the increase in loading angle. (1) Under the same condition of casing stress, the increase in angle will cause the increase in contact area so that the total load level will increase. It can be seen from Figure 17 law that the load variation is not linear with different load angles. This means that there are other reasons for the increase in load. (2) The increase in the angle will change the stress state of the dangerous point in the casing. With the increase in the angle, the stress distribution in some areas of the casing is similar to that of the hydrostatic pressure. It means that the deviation stress of dangerous point in casing will decrease, so the collapse strength will be enhanced based on Mises strength theory. The curve in Figure 16 shows the strengthening phenomenon at the later stage, which is due to the increase in contact surface between the sample and tooling after casing deformation.
3.4. The Influence of Load Unevenness Coefficient on Casing Collapse Strength
Using a nonlinear buckling calculation method, the casing collapse strength is defined as the critical pressure of casing flattening or instability. When loading unevenness coefficient is 0.5 (), numerical simulation results are shown in Figure 18.

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(b)

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As shown in Figure 18, when the loading condition () is applied, the stress of the casing inner wall in the short axis direction and the casing outer wall in the long axis direction is higher. Stress level and diameter variation rate increase as the loading increases. When the diameter variation rate reaches 2.0%, the casing failure occurs. The pipe body of the long axis direction shows flattening deformation. On the other hand, the radial expansion deformation occurs in the short axis direction—the diameter variation rate of radial direction increases as the loading unevenness coefficient decreases. When the casing loading capacity is reached, the collapse failure occurs.
The relationship between load unevenness coefficient and the ratio of the casing collapse strength of uniform load and nonuniform load is shown in Figure 19. The uniform loading turns to nonuniform loading, and the casing collapse strength decreases rapidly. When the load unevenness coefficient n is 0.8, the casing collapse strength is about 60% for collapse strength of uniform load (n = 1). The load unevenness coefficient continues to decrease, and the reduction rate of casing collapse strength slows down. When the load unevenness coefficient n is 0, the casing collapse strength is about 28% for the casing collapse strength of uniform load (n = 1).

The model of load unevenness coefficient and the casing collapse strength iswhere is the ratio of casing collapse strength for load unevenness coefficient n ∈ [0,1] separately and is the casing collapse strength for load unevenness coefficient n.
The relationship of load unevenness coefficient, diameter variation rate, and casing collapse strength is shown in Figure 20. As the load unevenness coefficient increases, the casing flexural strength of the casing decreases. When the casing failure occurs, the diameter variation rate increases. The relationship between casing collapse strength and diameter variation rate is roughly inversely proportional. When the load unevenness coefficient is small, the casing is more prone to failure and deformation. As the load unevenness coefficient increases, the casing is more difficult to deform and the load capacity is stronger.

4. Conclusions
For shale gas production casing deformation, it is suggested to consider nonuniform loading changes caused by fracturing for casing strength design. Based on the experimental and numerical results, the variation law and extremum for calculating the casing collapse strength for different loading unevenness coefficients are obtained.(1)When the sample length is less than or equal to 3D, the casing collapse strength is significantly reduced. When the sample length is more than 3D but less than 6D, the casing collapse strength gradually increases as the sample length increases, but the increase rate is gradually slow down. When the sample length is more than or equal to 6D, the effect of length on the loading capacity can be ignored.(2)As the loading angle increases, the casing collapse strength and the increase rates of casing collapse strength increase. When the loading angle increases from 0 to 90, the critical load value increases from 1600 kN to 4000 kN.(3)As the load unevenness coefficient decreases, the casing collapse strength reduces. When the load unevenness coefficient n is 0.8, the casing collapse strength reduces to 60%, and when the load unevenness coefficient n is 0, the casing collapse strength reduces to 28%.
Data Availability
No data were used to support this study.
Conflicts of Interest
The authors declare that there are no conflicts of interest.
Acknowledgments
This work was supported by the National Key Research and Development Program of China (2019YFF0217504).