Reliability of chemical osmosis as a practical method to extract water out of shale and promote shale’s mechanical stability

Abstract

Wellbore instability in shale formations is one of the most bothersome problems leading to significant changes in shale’s petrophysical, mechanical, and chemical properties, and could cost billions of dollars annually. Drilling fluid’s ionic composition is one of the factors affecting wellbore stability. This paper investigates the impact of chemical osmosis, ionic diffusion, and diffusion osmosis on the stability of shale, identify the critical salt concentration, and examine the impact of ionic type and concentration on shale stability. Experimental methods include utilization of shale I and II through linear expansion and gravimetric measurement tests using different salts. Results show that the critical salt concentration in shale I and II is 8 w/w%. Chemical osmosis is found to be a reliable method for water extraction out of shale if critical concentration value is not surpassed. Beyond this value, the ionic diffusion and diffusion osmosis in shale I and II were adversely affecting shale’s mechanical and chemical stability. The swelling and gravimetric ions and water uptake tests showed that shale is a leaky semi-permeable membrane, and that chemical osmosis could be jeopardized by ionic transport into shale. However, the water transport impact on changes in the thickness of diffuse double layer of clay needs to be investigated. The impact of temperature on water and ions transportation into shale needs to be examined to reflect in-situ conditions. In this study, the cation type that makes up the salt was varied while the anion type was fixed. Since both cations and anions tend to diffuse into shale in the presence of a concentration gradient, it is recommended to vary the anion type to study the combined impact of cation and anion type on shale stability.