1. Introduction
Methane hydrates are crystalline structures consisting of methane trapped in frozen-water molecules cages (e.g., [
1,
2]). They are stable at high pressure (
P) and low temperature (
T), and are generally found in seabed sediments and permafrost settings in the hydrate (
P-T) stability zone. Methane hydrates bearing sediments (MHBS) are stable soils, however if changes in pressure and/or temperature (and/or chemical conditions) shift the hydrate outside the (
P-T) stability zone, the methane-hydrate dissociates releasing gas-methane and liquid-water (e.g., [
3,
4,
5,
6,
7]). According to Ruppel and Kessler [
8], the global amount of methane carbon buried in MHBS is estimated to be close to 2000 gigatons.
The vast amount of methane hydrate hidden in both Arctic permafrost and marine continental margins worldwide has the potential to satisfy present and future global energy demand, provided efficient and economical production strategies are developed (e.g., Makogon et al. [
9]). However, this is a challenging task owing to the complex behavior exhibited by methane hydrates upon dissociation (e.g., [
6,
10]). For example, the large volume changes related to hydrate dissociation (i.e., 1 m
3 of hydrate produces during dissociation approximately 164 m
3 of free gas and around 800 L of water) triggers significant increments in the fluid pressures, resulting in effective stress reduction, with the associated sediment deformations and changes in both soil porosity and permeability. Furthermore, because hydrate dissociation is a strong endothermic reaction, the reduction of the sediment temperature may freeze the pore water, blocking the sediment permeability. Moreover, methane production is generally accompanied with sand migration, which impact on both borehole mechanical stability and fluids flow. Sand production is considered as one of the major limitations for the commercial exploitation of gas hydrate (e.g., [
11,
12]). It is then apparent that the profound perturbations in the sediment condition and the multiphysics nature of this problem, with the strong couplings between the different thermo-hydro-mechanical and chemical (THMC) phenomena that control the sediment behavior require the development of advanced and robust models.
The interest in studying the behavior of MHBS does not only limit to energy production, but it also impacts on the stability of wellbores, offshore platforms, pipelines, and others subsea structures associated with hydrocarbon production. In addition, hydrate dissociation could trigger submarine landslides, which may affect underwater infrastructure. Furthermore, uncontrolled release of methane from hydrates will severely contribute to greenhouse effects and ocean warming (e.g., [
8,
13]). For example, after hydrate dissociation from submarine MHBS, the gas methane is not directly released to the atmosphere, but it is transformed (after biochemical processes in the ocean) into carbon dioxide, resulting in oxygen consumption and alterations in the chemical composition of the sea water (e.g., [
14]). Therefore, the uncontrolled release of methane could severely harm our environment because the amount of carbon dioxide produced and released in this process is considerable.
One possible solution to safely produce energy from MHBS is via the exchange of methane by carbon dioxide in the hydrate cage (i.e., CO
2-CH
4 exchange). It has been proven in the laboratory that this replacement is energetically favorable and effective (e.g., [
15,
16,
17]). The CO
2-CH
4 hydrate exchange will solve two problems simultaneously, i.e., stability of the hydrate bearing sediment during methane production, and capture of carbon dioxide in the sediment. However, the practical implementation of this technique in the field still requires further research and in-situ testing.
From the discussion above, we can conclude that a good understanding and modelling of MHBS is a critical component to address the challenges and opportunities associated with this type of sediment. The geomechanical behavior of MHBS is particularly challenging. Experimental studies in this area have primarily focused on how the strength, stiffness, and others mechanical properties of MHBS are affected by the following factors: hydrate saturation (e.g., [
6,
18,
19,
20]), effective mean stress (e.g., [
21]), confining pressure (e.g., [
22]), temperature (e.g., [
23,
24,
25,
26,
27,
28,
29,
30]), pore pressure e.g., [
31]), strain rate (e.g., [
32,
33,
34,
35,
36,
37,
38,
39,
40,
41]), drainage conditions (e.g., [
42]), and sediment skeleton (e.g., [
20,
43]).
Several THMC formulations and computer codes have been proposed to model the behavior of MHBS (e.g., [
44,
45,
46,
47,
48,
49,
50,
51,
52,
53]). In particular, several constitutive models have been proposed in the last few years to simulate the mechanical behavior of MHBS. The initial efforts in this area assumed and elastic behavior of the material. For example, the Duncan and Chang [
54] model was proposed to formulate nonlinear elastic models for MHBS (e.g., [
23,
55,
56,
57,
58]). An extended Mohr-Coulomb model (MCM) able to account for the influence of hydrate dissociation on strength (which is considered via a linear decrease in the cohesion) was proposed by Freij-Ayoub et al. [
29] to evaluate wellbore stability. Extended MCMs that include the influence of hydrate saturation on both material strength and stiffness were also adopted to simulate the behavior of MHBS (e.g., [
46,
59,
60,
61]). More recent developments used critical state concepts ([
62]) to model the response of MHBS. This type of approaches generally incorporates the effect of hydrate saturation, hydrate morphology, and other key MHBS factors into the mathematical formulation (e.g., [
63,
64,
65,
66,
67,
68,
69,
70,
71,
72]). The strains partition concepts proposed by Pinyol et al. [
73] to model claystones was adopted by Sanchez et al. [
68] to develop a model for MHBS able to evaluate the relative contribution of both sediment-skeleton and methane-hydrate to the mechanical behavior of the material. As for the effect of temperature on MHBS behavior, Yu et al. [
28] propose a temperature dependent nonlinear elastic model and consider the effect of temperature on the initial modulus of the sediment. The upgraded Duncan-Chang model developed by Song et al. [
23] adopts two coefficients to account for the effect of temperature and hydrate dissociation on the mechanical behavior of MHBS. The time-dependent behavior of hydrate bearing sediment have been mainly simulated using viscoelastic concepts (e.g., [
37]). The THM formulations for MHBS proposed in Kimoto et al. [
38] and Akaki et al. [
39] adopted a mechanical model based on viscoplastic concepts, however the mechanical law was not validated. In Deusner et al. [
40], the rate-dependent behavior of MHBS was explained considering a mechanism based on the kinematic rearrangement of the material fabric.
In this paper we present the extension of an existing model to deal with features of MHBS that have received less attention in the constitutive modeling of this type soil, such as, the influence of temperature, high dilatancy, and strain-rate effects. The starting point is the elastoplastic mechanical for MHBS proposed by Gai and Sanchez [
67] which is able to account for the impact of methane-hydrates saturation on pre-consolidation stress, material stiffeners, and strength. The model was able to satisfactorily capture the overall MHBS experimental behavior observed in triaxial tests under different conditions. However, this model was not formulated to consider temperature and strain-rate effects. In this work we extend the original model (i.e., Gai and Sanchez [
67]) to account for these two effects, and we also propose and enhanced hardening law to capture better the high dilatant behavior typically observed in MBHS. In the following sections we present first the mathematical formulation of the upgraded model, and we then evaluate the model performance when compared against published experimental results.
2. Methodology
We focused our efforts on the development of an advance geomechanical model for MHBS. The constitutive model is formulated in the general framework of viscoplasticity and adopts Perzyna’s theory [
74] to extend an inviscid elastoplastic model to handle rate effects in soils. The proposed model is then validated based on available data in the literature. In this section, we present first some basic aspects associated with MHBS, we then briefly introduce the model proposed by Gai and Sanchez [
67], afterward we extend it to handle soils exhibiting high dilatancy, non-isothermal conditions, and rate effects.
Methane hydrate saturation (
SH: ratio between the volume of hydrates and the volume of voids) has a strong influence on the mechanical response of MHBS. It has been shown that stiffness, peak deviatoric stress, and dilation of the MHBS specimens increase with
SH (e.g., [
18,
75]). However, the impact of methane-hydrates on sediment behavior not only depend on the amount of hydrates, but also on its morphology. Gas hydrates are generally found in three main form types in the sediment structure (
Figure 1): (a) cementation, (b) pore-filling, and (c) supporting matrix (e.g., [
1,
76]). In the first pore-habit type, the methane-hydrates are mainly present at the contact between the grains and they act as a bonding material. In the pore filling form, the hydrates generally tend to grow freely in the pore space, without bridging particles together. Hydrates in the supporting matrix form are part of the solid skeleton. For a similar hydrate concentration, the cementing type hydrate morphology provides the maximum stiffness, strength and dilatancy (e.g., [
18]).
2.1. Basic Model for MHBS—Brief Introduction
The starting point is the mechanical constitutive model for methane hydrate-bearing soils presented in Gai and Sanchez [
67]. The model adopts a hierarchical single surface (HISS) proposed by Desai et al. [
77] and Desai [
78], and incorporates some key ingredients initially proposed by Uchida et al. [
79] to deal with particular features of MHBS, namely: sub-loading concepts (e.g., [
80,
81]); cementing effects associated with the presence of hydrates; and bonding damage during shearing. The shape of the continuous HISS yield surface can be adapted to the particular conditions of the soil under investigation depending on the selected parameters. The HISS-MHBS model [
67] is able to account for cementing effects, hydrate morphologies, and for the effect of confinement. The performance of the HISS-MHBS model was very satisfactory when compared against experimental data from triaxial tests based on natural core specimens and synthesized samples involving different hydrate saturations, hydrate morphology, and confinements [
67]. However, the model underpredicted the volume expansion observed in tests involving hydrate bearing soils exhibiting high-dilatancy behavior. The model was not developed originally to handle the effect of both temperature and loading-rate on MHBS response. In the next sections we present the upgrade of the model to handle these relevant features of MHBS behavior.
The yield function of the HISS-MHBS model incorporating the strength enhancement effects (related to the presence of methane hydrate) and sub-loading concepts can be written as [
67]:
where the constants
a and
are related to the shape of the yield surface;
n is a parameter associated with the transition from compressive to dilative volume change;
p’ and
q are the mean effective and deviatoric stresses, respectively;
M is the slope of critical line in the
q − p’ space;
pc is the effective pre-consolidation mean stress (which control the size of the elastic domain), and
pd controls the increase of the sediment strength associated with the presence of hydrates.
The evolution variable
R (with 0 <
R ≤ 1) is related to the sub-loading yield surface, which is introduced into the mathematical formulation to model: (i) irrecoverable strains that may develop when the stress state is inside the yield surface (aspect that cannot be modeled with a standard elasto-plastic model), and (ii) a smooth transition between elastic and plastic states.
Figure 2 illustrates the three yield surfaces we consider in this model.
The hardening law is isotropic and depends on the plastic volumetric strains (
εvp):
where e is void ratio;
κ and
λ are the slopes for the elastic and plastic isotropic paths in the
e − (ln)p’ plane; respectively; and
is the volumetric plastic strain
The other equations related to model formulation are introduced in the
Appendix A. In the Appendix we also explain how the basic model accounts for the effect of both
SH and hydrate morphology, more details can be found in Gai and Sanchez [
67].
2.2. Model Upgrade to Consider MHBS Exhibiting High Dilatancy
Owing to the additional bonding provide by hydrates and the complex interactions between hydrates and soil skeleton, hydrate bearing soils generally exhibits high dilation. This feature of MBHS behavior is challenging to model (i.e., [
67,
82]). To overcome this issue the upgraded model incorporates an enhanced strain hardening law that depends on both, shear and volumetric plastic strains. The new hardening law extends Equation (2):
where
is the deviatoric plastic strains; and
is a parameter proposed by Nova [
83] to control the effect of the deviatoric strain on hardening. This parameter varies between 0 and 1. The validation of this model is presented in
Section 3.1.
2.3. Model Upgrade to Incorporate the Effect of Temperature on MHBS Behavior
The study of thermal effects on soil behavior has attracted growing attention in the last few years, particularly because of the increasing number of non-isothermal problems in energy geotechnics ([
84]), such as, energy geostructures (e.g., [
85,
86]), and high-level nuclear waste disposal (e.g., [
87,
88,
89]). It has been observed that temperature affects soil behavior in different manners, e.g., thermal volumetric strains depend on the stress history, the initial elastic modulus increases with the increase of temperature; and the preconsolidation pressure decreases with the temperature increase. It also appears that the friction angle at critical state and the normally consolidated line are independent of temperature. Campanella and Mitchell [
90] proposed the first conceptual framework to consider the effect of temperature on soil behavior. Afterward, Hueckel and Baldi [
91] adopted plasticity theory to model the thermomechanical behavior of saturated soils. Then, these ideas were extended by Gens [
92] to model the behavior of unsaturated soils under non-isothermal conditions. Thermo-plastic models for soils were improved in subsequent research (e.g., [
85,
93]).
As discussed in the introduction, most of the analyses associated with the effect of temperature on MHBS have been based on thermal-dependent nonlinear elastic models (e.g., [
23,
28]). However, several laboratory investigations (e.g., [
6,
20,
31,
94,
95,
96]) focused on the behavior of MHBS in the hydrate-stability zone indicate that the thermal effects impact on their mechanical response beyond the elastic domain. In this section we extend the constitutive model presented in
Section 2.1 to account for the effect of temperature in the MHBS hydrate stability zones. The extension of the HISS-MHBS model to account for thermal effects considers a dependence of the
pc (Equation (1)) on temperature, as suggested in Laloui and Cekerevac [
93] for other type of soils:
where
T0 is the reference temperature,
pc0 is the preconsolidation mean stress at
T0, and
rT is a model parameter that considers the effect of temperature on the preconsolidation pressure.
Figure 3 illustrates the effect of temperature on the MHBS yield. The validation of this model is presented in
Section 3.2.
2.4. Model Upgrade to Consider Rate-Dependent Effects on the Behavior of MHBS
The time-dependent behavior of soils has been investigated for a long time. Particular emphasis has been placed in the understanding of creep phenomena in soils (e.g., [
97,
98,
99]). The impact of strain-rate on shear behavior of soils has also been intensively studied (e.g., [
100,
101,
102,
103]). Rate effects in soils have been generally modeled with success using viscoplastic models (e.g., [
104,
105,
106]). The interest of rate effects on the behavior of MHBS has increased in the last few years. Triaxial tests at different strain rates based on both artificial samples and natural specimens have been conducted by Miyazaki et al. [
32,
33,
34,
35,
36] and Yoneda et al. [
41], respectively. As for modeling, Miyazaki et al. [
37] proposed a nonlinear viscoelastic constitutive equation and validated against tests conducted at different strain-rates on artificial methane-hydrate-bearing sand specimens. Kimoto et al. [
38] and Akaki et al. [
39] implemented a viscoplastic model in a coupled THM formulation to solve boundary value problems involving MHBS. However, the mechanical model was not validated in these works.
In this research we adopt the well-known Perzyna’s overstress theory [
74] to extend the model presented in the previous sections to account for rate-dependent effects in MHBS. Perzyna’s concepts allow upgrading in a single manner elastoplastic constitutive models to include viscoplastic behavior. Perzyna’s approach has been successfully applied to develop several stress-strain rate-dependent models for soils (e.g., [
107,
108,
109,
110,
111,
112]). In this theory, stress states outside the yield surface are allowed and the distance between the yield surface (i.e., from the previous time step) and the predictor stress (associated with the new time/strain increment) is a measured of the rate of the viscoplastic strains.
Perzyna’s overstress concept is typically expressed through the following equation (e.g., [
74,
113]):
where
is the Macaulay brackets,
is a scalar function (called sometimes the flux function [
113]) that grows monotonically with
F and defines the magnitude of the plastic strain rate.
The elastoplastic yield surface from the previous time-step is generally called the ‘static yield surface’ (
FS), and the homothetic yield surface passing through the current (predictor) stress state during yielding (i.e., outside
FS) is often called the ‘dynamic yield surface’ (
FD) (e.g., Hinchberger and Rowe [
111]). In our model
FS and
FD are given by Equation (1), depending on whether we use the stresses and internal variables at the beginning of the time step (identified with the subscript
S), or the stresses and internal variables associated with the predicted stresses (identified with the subscript
D), respectively.
The direction of the viscoplastic strains is given by the gradient of the plastic potential function at the (current) predicted stress point (
GD) calculated with the following equation (assuming associated plasticity):
The visco-plastic strain rate is given by the following equation:
where
is a model parameter called fluidity.
As for the flow function, we adopted the following expression, Desai and Zhang [
114]:
where
f is the over-stress index;
f0 a reference value (i.e., such that the expression is non-dimensional); and
nf is a model parameter. Note that in this initial model we do not propose any dependence of the flow function on hydrate concentration, but it can be incorporated if needed. The over-stress index is calculated using the internal (static) variables at ‘
S’ and the predicted (dynamic) stresses ‘
D’, as follows:
and the viscoplastic strains are obtained after:
The static and dynamic yield surfaces are updated during yielding.
Figure 4 shows the yield surfaces adopted in this work. The validation of this model is presented in
Section 3.3.