SPE-191947-MS Novel Eco-Friendly Cationic Surfactant For Improving Oil Recovery From Carbonate Reservoirs
SPE-191947-MS Novel Eco-Friendly Cationic Surfactant For Improving Oil Recovery From Carbonate Reservoirs
SPE-191947-MS Novel Eco-Friendly Cationic Surfactant For Improving Oil Recovery From Carbonate Reservoirs
This paper was prepared for presentation at the SPE Asia Pacific Oil & Gas Conference and Exhibition held in Brisbane, Australia, 23–25 October 2018.
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Abstract
Cationic surfactants have been proven to be highly effective in improving oil recovery in carbonate
reservoirs with low surfactant loss due to adsorption. However, toxicity concerns and the cost of formulation
have impeded their widespread usage in the oil and gas industry. Our study focuses on developing an
economic and environmentally friendly solution to this challenge.
Soybean oil was used as the raw material to synthesize a surfactant that had 3 cationic sites. The resulting
formulation, in conjunction with an ethanol co-solvent, was tested for emulsion and rock-fluid behavior
with dolomitic reservoir rocks and oil sampled from a producing well in Morrow County, Ohio. Interfacial
tension (IFT) and contact angle measurements were conducted to characterize rock-fluid behavior of the
surfactant. Estrogenic and anti-estrogenic activity were evaluated to help understand its environmental
impact. Finally, oil recovery was measured using spontaneous imbibition tests and the results were compared
to those obtained using cationic and anionic surfactants supplied by a commercial vendor. All the tests
were conducted at standard atmospheric conditions except the imbibition studies, which were conducted
at reservoir temperature.
Our soy-based surfactant reduced the IFT by 60% and changed wettability from oil-wet to water-wet at
concentrations lower than 3 gpt. No estrogenic or anti-estrogenic activity was detected for the surfactant at
very high testing concentrations. The soy-based surfactant outperformed both the commercial anionic and
cationic surfactants in imbibition tests recovering 35% of the oil originally in place (OOIP) inside the rock
while the commercial cationic and anionic surfactants recovered 27% and 18% of OOIP, respectively.
These encouraging results suggest that our soy-based surfactant has the potential to provide cheap
and eco-friendly solutions for improving oil recovery from tight carbonate reservoirs in addition to other
potential near-wellbore performance enhancements that are currently being investigated. We believe this
novel additive has the potential to solve oil recovery and near-wellbore issues at a lower cost to the operator
and lesser impact on the environment compared to the products in use today.
Introduction
Surfactants can reduce the surface energy at the interface between two immiscible liquids, usually oil
and water, and are thus instrumental in reducing the interfacial tension between crude oil and injection
2 SPE-191947-MS
water or brine which facilitates the movement of treatment fluid into tight pore spaces and mobilization
of the trapped oil. They are used to accomplish a multitude of tasks in the oilfield industry. They form a
major component of well injection and treatments fluids as they aid in cleaning the near wellbore damage,
preventing microbial corrosion, reducing interfacial tension (IFT) between the oil and water phases and
improving oil recovery from oil-wet and tight rocks. Consequently, there are a host of chemicals available
in the market which function specifically to accomplish one or a combination of functions depending on the
rock and fluid conditions in the reservoir. Some of the functions of surfactants include emulsification and
demulsification, biocidal activity, wellbore cleanup and improved oil recovery (IOR). Selection of surfactant
is thus dependent on the effect desired and reservoir rock properties. In this study, we investigate the use
of a cationic surfactant for improving oil recovery from a dolomitic reservoir by altering the rock-fluid
interactions between reservoir crude oil and the rock surface. A typical IOR surfactant affects the rock fluid
behavior by reducing the interfacial tension (IFT) between crude oil and injection water/brine, and altering
the wettability, i.e., the wetting tendency of the reservoir rock from a native oil-wet state to a more water-
wet state, which is more conducive to fluid injection and oil displacement from the rock matrix and into
the bulk fluid phase.
Cationic surfactants are preferred for carbonate formations because they bear the same charge as the
reservoir rock meaning adsorption of surfactant on to the rock surface is not a concern. This implies that
a majority of the surfactant can be retained by the bulk fluid phase that acts on the crude oil adsorbed on
to the reservoir rock and strips it into the aqueous phase. Austad and Milter (1997) conducted imbibition
experiments on oil-wet chalk samples using dodecyltrimethylammonium bromide (C12TAB), a cationic
surfactant. It was deduced that the cationic surfactant altered the wettability of the rock from oil-wet to
water-wet and recovered nearly 65% of OOIP inside the chalk sample. Stadness and Austad (2003) also
conducted tests on oil-wet carbonate rock samples using C12TAB and concluded that concentration of
the surfactant plays a key role in determining the efficiency of a surfactant solution in forming ion pairs
with carboxylates from crude oil that are adsorbed on to the rock surface. Desorption of these carboxylates
switcehs the wettability of the rock to water-wet and consequently improves oil recovery.
However, the use of surfactants in the oil industry is not so straightforward as many of them, particularly
cationic surfactants, may lead to harmful environmental effects as pollution of groundwater thereby
affecting aquatic ecosystems (Ostroumov, 2006). Cationic surfactants are used in the oilfield as biocides,
emulsifiers, demulsifiers and wetting agents. Functional groups in these surfactants can range from amines
that are functional in acidic environments to quaternary ammonium salts that bear a permanent positive
charge. Despite their varied applications, cationic surfactants do not contribute to the chemical treatment
recipes for injection as much as anionic or nonionic surfactants, because cationic surfactants possess acute
aquatic toxicity and very low intermediate biodegradability (Belgacem and Gandini, 2008). For instance,
cationic surfactants such as quaternary ammonium compounds (QAC) may have a negative impact on
bacteria and fungi by altering their estrogenic and anti-estrogenic activity. Holmberg (2003) discussed the
aquatic toxicity of conventional cationic hexadecyl trimethyl ammonium bromide (HTAB) and suggested
that these compounds are highly toxic and their toxicity increases with their hydrophobicity. The impact of
discharging surfactants into the environment can cause water pollution problems if the surfactants do not
degrade biologically and accumulate in groundwater systems. This is typically the case with most cationic
and nonionic surfactants used in the treatment of wells owing, leading to operators spending large sums of
money treating the produced water before reusing it or injecting it into deep saline aquifers for storage.
With increased concern for environmental safety as well as a bearish oil price environment, the oilfield
chemical industry needs to focus on economically and environmentally viable alternatives to those currently
available to reduce costs and the environmental impact of injection chemicals.
SPE-191947-MS 3
Experimental Studies
Materials
Surfactants. A cationic surfactant (v1) was developed using epoxidized soybean oil intermediates that are
generally recognized as safe (GRAS). The molecule contained 9-12 positively charged sites. Initial tests
with this molecule suggested steric hindrance induced by the triglyceride backbone might potentially limit
the effectiveness of the molecule. Accordingly, another version (v2) of the molecule with the capability to
hold 3 cationic sites was formulated using the same substrate by a different methodology. Since the original
surfactant is sparingly soluble in water, a co-solvent was required to improve solubility. Ethanol was used
as an eco-friendlier co-solvent than traditionally used methanol. Co-solvent was added to a fixed weight
of surfactant and solubility was observed visually as the co-solvent concentration was increased at each
step. The final surfactant cocktail used for testing was a 33.33% w/w solution of pure surfactant in ethanol
co-solvent.
Also, for a comparative study of oil recovery using spontaneous imbibition tests, two commercial
surfactants; one anionic (CS1) and another a mixture of anionic and cationic groups (CS2), both having a
carbon chain length similar to Battelle's surfactant were picked. Table 1 shows the chemical composition of
these surfactants. These surfactants were obtained in a thick resin like state and had to be mixed with a co-
solvent for further testing. Both the commercial surfactants were dissolved in ACS grade ethanol to form
33.3% w/w solutions of surfactant in ethanol. All the aqueous surfactant solutions for testing were prepared
using HPLC grade water as the solvent.
Reservoir rocks. This study focused on the Copper Ridge dolomitic reservoir in central Ohio. Cores were
obtained from a vertical well drilled in Morrow county. The zone of interest has a gross thickness of 186 ft.
and a net thickness of 166 ft. providing enough depth to obtain numerous samples and core data. Sidewall
cores in this zone were found to contain hydrocarbons and the oil-water transition zone is estimated to lie
towards the bottom end of this zone. The reservoir initial pressure and temperature are 1120 psi and 91°F.
The zone of interest ranges from 3026 ft. to 3031 ft. as this is a zone with good permeability (>100 mD)
and porosity (~9%). Lithology of this zone is majorly composed of dolomite (94% by mass). A list of cored
plugs is shown in Table 2. All the rock sample including chips, trims and whole core plugs were aged in
reservoir crude oil at a temperature above reservoir temperature (110°F) to accelerate restoration to their
natural state.
Sample # Depth (ft) Length (in) Diameter (in) Porosity (%) Permeability (mD)
Sample # Depth (ft) Length (in) Diameter (in) Porosity (%) Permeability (mD)
Reservoir Oil. The reservoir oil sample used for testing was obtained from a different well which is less
than a mile away from the well that was used to sample core. The oil is a medium to heavy fluid with peak
in between octane and decane. This oil was used to age the rock samples which were assumed to have no
in-situ fluids. The density of the oil sample was found to be 0.82 g/cc at reservoir temperature.
Controls (positive/
Test Activity detectable Activity not detectable
negative)
(DSA) software to yield contact angle. AST Products Inc.'s Video Contact Angle (VCA) Optima was the
instrument used for this study. The device interfaced with VCA OptimaXE image processing software to
capture and analyze rock-fluid snapshots. Contact angles ranging from 0° to 60°, 60° to 120° and 120° to
180° are employed for water, intermediate and oil wet nature, respectively, after Wang and Gupta (1995).
All the measurements were performed at 180°F. Surfactant concentrations of 1, 2, 3, and 4 gpt were tested.
Spontaneous Imbibition
Spontaneous imbibition was conducted using a modified Amott cell which consisted of a base and top
clamped together by a pair of aluminum rings and three aluminum screws. The base holds the core sample
while the base and top parts are filled with testing/imbibing fluid. The top also has a graduated capillary
column which is meant for collecting and measuring the oil recovered from the experiment. The top of the
cell is usually plugged with a stopper or covered in parafilm to prevent loss of vapors. More details on the
construction and working of these cells can be found in Valluri et al (2017). Cylindrical whole core plugs
that were aged for 3 months were used for testing. Prior to being immersed in imbibition fluids, the aged
core samples were removed from oil and excess oil was wiped off to measure the weight of the core after
saturation. This is compared with the weight of the core before saturation and volumetric calculation are
carried out to quantify changes in saturation. This process is described by equation 1 through equation 3. It
is assumed that the cores had no oil present in them prior to aging.
(Eq. 1)
(Eq. 2)
(Eq. 3)
Where,
• Φ = Porosity, fraction
Once the post aging weight of samples for saturation calculations are noted, the cores are placed in
the modified Amott cells that are subsequently filled with surfactant solutions. Surfactant solutions were
prepared at 3 gpt concentration. All the experiments were conducted at reservoir temperature. Oil recovered
from the experiments was periodically monitored and converted to a normalized recovery factor based on
the oil originally in place (OOIP) using equation 4.
6 SPE-191947-MS
(Eq. 4)
Where
Figure 1—Relative estrogenic activity of the soy-based surfactant compared to ethanol (VC).
Surfactant was dissolved in two media - ICI 182,780 (standard) and ethanol, for testing purposes.
Figure 2—Relative estrogenic activity of the soy-based surfactant compared to ethyl alcohol (VC).
Surfactant was dissolved in two media - 17-beta estradiol (LE2) and 5E-8M E2 (standard, HE2)
aqueous concentration which is typical of most surfactants used in IOR. However, v2 resulted in lower IFT
than v2 at low concentrations of 1 gpt and 2 gpt. This confirmed our assumption that v1 being a triglyceride-
based molecule, was subjected to steric hindrance which impeded its activity at the oil-water interface and
micelle formation. This problem was eliminated by splicing the triglyceride into three sperate carbon chains
while the monomeric stearic acid-based molecules had lesser steric hindrance issues and hence, improved
activity and lower IFT at lower concentrations. Going forward, the second-generation surfactant v2, which
shall be referred to as the soy-based surfactant, was down selected for testing.
Figure 3—Changes in interfacial tension with concentration for the two versions of soy-based surfactant
Figure 5—Water drop profile on reservoir rock in the presence of an ambient decane
phase before (left) and after the addition of 2 gpt (right) of soy-based surfactant
Change in
Sample # Weight pre-aging (g) Weight post-aging (g) Weight of oil in (g) Volume of oil in (cc)
saturation (%)
Baseline test. Initial imbibition testing focusing on establishing a baseline recovery where water without
any additives was used as the imbibing fluid. Next, imbibing fluid containing 3 gpt of soy-based surfactant
was used to quantify the change in oil recovery due to the addition of soy-based surfactant. Figure 6 shows
the plot of recovery factor vs. time for the baseline case for pure HPLC grade water and an aqueous solution
of 3 gpt soy-based surfactant as imbibing fluids. Water recovered 14% OOIP while the soy-based surfactant
recovered 35% OOIP, which is about 1.5 times more than the base water case. Hence, it is evident that the
soy-based surfactant can potentially improve oil recovery by favorably altering rock-fluid behavior in the
tested carbonate reservoir.
Figure 6—Change in oil recovery factor with time for pure water and water with 3 gpt of soy-based surfactant
Comparison test. Once the baseline comparison was established, the next step was to compare the soy-
based surfactant‘s performance with that of some commercially available surfactants. The two commercial
surfactants CS1 and CS2 used for this purpose were chosen from a group of commercial surfactants that
were available in house because their alkyl chain length was close to that of Battelle's soy-based surfactant.
The composition of these surfactants is listed in Table 1. All the imbibing fluids contained 3 gpt of surfactant
in them. Before preparing aqueous solutions, the commercial surfactants had to be mixed with an ethanol co-
solvent as previously described. The results from comparative oil recovery tests for the surfactants employed
in this study are shown in Figure 7. An initial observation is that the soy-based surfactant outperformed the
commercial surfactants used in this study. Surfactants CS-1 and CS-2 recovered 18% and 27% of OOIP
while the soy-based surfactant recovered 35% OOIP as previously established. This can be attributed to the
difference in functionality of the surfactants as anionic moieties tend to be adsorbed onto a carbonate rock
surface. This reduces the penetration of surfactant deeper into the rock and thereby its ability to alter rock
behavior. Electrostatic repulsion between cationic moieties of the soy-based surfactant and the positively
charged carbonate rock ensure surfactant adsorption is very limited and hence, most of the surfactant remains
in solution and penetrates deeper into the reservoir rock. Accordingly, more surface area is contacted by the
surfactant which leads to stripping of more oil from the surface and higher oil recovery.
10 SPE-191947-MS
Figure 7—Oil recovery performance of soy-based surfactant compared to two commercial surfactants
Conclusions
A cationic surfactant with three positively charged sites was developed using epoxidized soybean oil as
a starting material. The resulting soy-surfactant was tested using an EPA approved technique to for signs
of estrogenic or anti-estrogenic activity in test samples. The surfactant also blended well with water in the
presence of an ethanol co-solvent and this mixture was used to characterize its effectiveness in altering rock
fluid behavior in a carbonate reservoir at ambient conditions. The following conclusions were drawn based
on the testing methodology outlined:
1. The soy-based surfactant showed no evidence of estrogenic or anti-estrogenic activity, which is a good
starting point towards an environmentally friendly formulation.
2. The soy-based surfactant was effective in reducing interfacial tension between oil and water as well
as altering wettability of the reservoir rock from a native oil-wet state to an intermediate-wet state
tending towards water-wet. It can be safely assumed the end state would be predominantly water-wet
at reservoir conditions as elevation in temperature enhances water wetness.
3. Spontaneous imbibition tests conducted to quantify oil recovery suggested that the soy-based
surfactant can improve oil recovery by favorably altering the rock-fluid behavior as well as out-
perform some commercially available products.
SPE-191947-MS 11
Final penetration
Final contact
Fluid Sample IFT (mN/m) magnitude Oil Recovery (%OOIP)
angle (degrees)
(Hounsfield Units)
Acknowledgments
That authors would like to thank the Ohio Soybean Council for sponsoring our soy-based surfactant work.
The authors would also like to thank Barry McGraw at eh Ohio Soybean Council for his continued support
as well as Rick Peterson for his valuable inputs in preparing this manuscript.
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