Effects of chemical osmosis on swelling clays and the elastic properties of the Pierre shale with its implications for oil recovery

Abstract

The main objective in this study is to experimentally investigate how two types of shales different in swelling characteristic and organic carbon content behave in terms of the mechanical and infiltration properties when being subjected to changing osmosis with varying brine salinity under in-situ stress conditions. This research also aims to determine the swelling tendency of thePierre shale and replicate the effect of selection of brine salinity on oil recovery in liquid-rich shales. A series of coupled measurements from the triaxial experiments at reservoir conditions was conducted on Pierre shale core samples to determine rock properties and behavior under fluid pore pressure intrusion. The main use of the measured properties is to demonstrate the impact of fluid transport induced by low salinity water injection accompanied by osmosis, clay swelling, and rock elasticity change on oil recovery from rock matrix. The Young's modulus, bulk modulus, and Poisson's ratio of the Pierre shale were determined from measurements on the two types of Pierre shale samples obtained from an outcrop having high 65 wt% of smectite content and well core having lean clay content and 3.5 wt% TOC (total organic carbon). The first two experiments were performed on the outcrop samples comprising of similar characteristics of 65 wt% smectite with negligible TOC while the last experiment was performed on the well core sample containing negligible smectite content with 3.5 wt% TOC. The membrane efficiencies of the shale samples were experimentally determined to range from 5% to 28% depending on clay content and stress. The outcrop shale showed 1% of swelling that is significantly higher than 0.07% of swelling developed in the well core shale lean in clay content. One of the most important findings of this research is that the membrane coefficient representing the stress sensitivity of membrane efficiency of organic-rich well core shale was found to be 11.5%/kpsi which is significantly higher than that of the swelling shale ranging from 2.2 to 3.5%/kpsi. This is interesting because the approximately 5.5 times stiffer matrix of organic-rich shale shows the significantly higher stress sensitivity in terms of the membrane efficiency. The Young's modulus of swelling shale declined with water saturation as well as the water transfer driven by osmotic pressure with low salinity brine. In contrast, the well core shale showed significant increase in the dynamic Young's modulus. The experimental data were used to evaluate the mass exchange between the fractures and rock matrix using a coupled fluid flow and geomechanics model accounting for shale swelling and osmosis transport to evaluate how fluid and rock interaction affect the oil recovery from the rock matrix of the Pierre shale during low salinity water injection (LSWI). A 25% increase in oil recovery factor was determined after considering the effects of changing membrane efficiency due to clay swelling resulting from LSWI. The modeling results therefore suggest that the variation of membrane efficiency due to swelling can be an important factor affecting the oil recovery from matrix block during LSWI enhanced oil recovery.