Shale reservoirs have the characteristics of low permeability and low porosity. In order to enhance the recovery of shale oil and gas, surfactant flooding is a mature reservoir oil recovery method. However, the adsorption of different surfactants on the reservoir rock surface is restricted, depending on the type of surfactant. Therefore, a zwitterionic surfactant (OPHS) was synthesized from oleic acid, 3-dimethylaminopropylamine and sodium 3-chloro-2hydroxypropanesulfonate, and characterized by FTIR, 1H NMR, and TGA, and the mechanism of the OPHS for enhancing oil and gas recovery on shale surfaces was investigated. The results showed that the critical micelle concentration (CMC) of OPHS surfactant solution is 7.9 × 10-4 mol/L and the γCMC is 27.5 mN/m; the concentration of 0.1 % OPHS surfactant solution could reduce the contact angle of the cores from 127.2° to 38.8°, which resulted in spontaneous imbibition; The absolute Zeta potential of shale particles in the OPHS surfactant solution was measured at 39 mV, whereas in deionized water at 15.3 mV. This difference can be attributed to the formation of a stable hydration film on the surface of shale particles induced by the wetting reversal effect. Spontaneous imbibition experiments showed that a 0.1 % solution of OPHS surfactant was able to increase the recovery rate by more than four times compared to the imbibition solution without added surfactant; In high-pressure gas adsorption/desorption experiments, the OPHS surfactant solution demonstrated a higher affinity for adsorption onto the shale surface. It effectively occupied adsorption sites, ultimately facilitating methane gas desorption from the shale. In summary, OPHS zwitterionic surfactants exhibit the capability to desorb hydrocarbons from shale pores through mechanisms such as wetting reversal and competitive adsorption. This research holds significant potential for advancing the field of shale oil and gas recovery, providing valuable insights for enhancing recovery processes.
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