1. Introduction
Many of the chalk formations in the North Sea contains large volumes of oil. In some areas, the porosity is higher than 45% [
1,
2]. During production, the reservoir pressure is decreased, the effective stress is increased and the reservoir subsequently compacts. Compaction is a significant driver for oil expulsion, and, as an example, for the Valhall field in the North Sea, the compaction is estimated to contribute to 50% of the total recovery [
2]. For the Ekofisk field, reservoir compaction has led to seabed subsidence of approximately 9 m, where about 50% of the 9 m is due to pore pressure decline, and about 50% is due to the injected water [
3]. The difference between physical and physicochemical effects is important to include when simulating the reservoir oil production and compaction.
In field-scale simulations of water-induced compaction in chalk, one uses the water saturation as an indicator of enhanced compaction [
4]. In this paper, we argue that the water weakening effect is more related to changes in the water chemistry than changes in the water saturation, meaning that it is the changes in the concentration of specific ions that induce enhanced compaction, not only the ratio between oil and water. It is important to include a mechanistic understanding of fundamental processes of deformation, to model fluid flow and compaction in basins or reservoirs over observable timescales. Incorporating these insights on water weakening will produce reliable and more applicable basin models. In the next sections, we will review some of the relevant core experiments, and interpret them by simple models. Thereafter we discuss how these changes may propagate on the field scale, by the use of streamline models. The practical consequence of this is that one can, to some extent, control the fluid chemistry inside the pores, control compaction and thereby impact the oil recovery. Finally, we present discussions, summary and recommendations for the future.
2. Interpreting Triaxial Core Deformation Experiments in Terms of the de Waal Model
Hydrostatic tests are usually performed in triaxial cells, where the axial (length of the core) and, to some degree, the radial strain can be monitored during the experiment. Fluids are continuously passed through the cores, of approximately 7 cm in length, allowing for measurement of permeability and effluent fluid sampling. Back-pressure is applied to maintain a uniform pore pressure as the core compacts, and to avoid fluids boiling at elevated temperatures. A pressure difference of a few kPa is enough to drive fluids through the sample. Thus, the stress–strain development is mainly dictated by the microstructural properties of the solid (matrix) framework.
Usually, the triaxial test data are reported for two stages of testing: i) The hydrostatic loading stage, where the confining pressure and pore pressure are increased linearly, and the axial strain is measured as the axial stress is increased until the core has passed its yield point. ii) The creep stage, during which the core subsequently deforms slowly under a small constant load [
5]. The yield point can be considered a measure of the “strength” or “compaction strength” of the core, while the time-dependent creep that occurs after the yield point has been exceeded might be considered as a kind of “viscosity”.
Figure 1 shows an example where a chalk core from the Aalborg outcrop was heated to 130 °C, loaded up to 12 MPa, and then left to creep for 61 days at a constant stress of 12 MPa, while a solution of 0.657M NaCl was passed through at a flooding rate of 1PV (Pore Volume) per day [
6]. As can be seen from
Figure 1a, the axial strain is proportional to the axial stress (e.g., the core deformation is elastic) up to the yield point at ~8.2 MPa (the solid black line). The yield point is not a single point, but rather a zone of transition between 7.5 and 8.5 MPa that separates the elastic and plastic (black dotted line) phases of deformation. The elastic bulk modulus is defined as the ratio of the change in axial stress to the change in volumetric strain up to the yield point [
7] (the slope of the solid line in
Figure 1a divided by 3). The plastic bulk modulus is defined as the ratio of the change in axial stress to the change in volumetric strain in the phase after the core has reached the yield point (the slope of the dashed line in
Figure 1a divided by 3). Assuming that the material compresses equally in all directions, the axial strain can be converted to volumetric strain by multiplying by factor of 3, and the effective viscosity can be defined as the ratio between the axial stress and axial strain rate
) [
7]. The effective viscosity increases strongly with time in a creep experiment and as the stress is kept constant, the strain rate is reduced.
Numerous rock mechanical laboratory experiments have been carried out with a large degree of reproducibility between experiments. These experiments can be understood with reference to the grain contact model suggested by de Waal [
8]. Here we describe the de Waal model and show how it provides a good basis for understanding experiments involving rock–fluid interactions and the various chemical factors that affect reservoir compaction. During the creep stage, compaction usually follows a log t trend as shown in
Figure 1b. The following creep model captures this trend [
8]:
is a constant related to the friction between the grains, and
is the initial strain rate, which can be seen by differentiating the above equation with respect to
t:
The model suggested by de Waal was derived from the basis of earlier work by [
9] where it was shown that the friction coefficient between two blocks of rock,
μ, depends on the time,
t. The blocks were in stationary contact before sliding was initiated, and the friction coefficient was found to follow the empirical law:
where
and
are constants, and
the friction coefficient at t = 0. In [
9,
10] experiments were conducted over a time frame of one day, where the materials were kept in contact at a constant normal and shear stress for time t. When the static contact time was reached, the shear stress was rapidly raised to the level required to produce a slip. The reason for the dependence of friction on the stationary contact time is that the contact area between the surfaces increases as the static contact time increases [
9].
De Waal argued that Equation (3) can be used to understand creep [
8] if t in the equation is replaced with a time constant
that describes the average lifetime of grain–grain contact, and this contact time is related to the inverse strain rate. The physical explanation for the macroscopic time-dependent creep of rocks is thus, according to de Waal, that the average lifetime of contact points affects the real contact area which determines the sliding friction.
Westwood, Goldheim et al. [
11] and Macmillan, Huntington et al. [
12] extended Dieterich’s [
10] perspective by pointing out that the friction coefficient is also dependent on the fluid chemistry. Based on the experiments conducted, they argued that ion interactions modify the surface microhardness, and that it is greatest when the zeta potential is close to zero for, in this case, MgO. This implies that the friction is at its lowest level when the zeta potential is close to zero because grain contact is minimized by the hardness. A low value of the zeta potential should thus increase the strain rate. Westbrook and Jorgensen [
13] also pointed out that water adsorption from the air affected the time dependence of microhardness observed in nonmetallic materials. They found up to a 10% decrease in the microhardness of wet calcite compared to dry, depending on the crystal plane.
The de Waal model has also been used to capture the dependence of creep strain rate on loading rate. The loading rate is known to affect the strain rate in the laboratory [
14], and the laboratory strain rate is usually much larger than the strain rate in a reservoir where the loading results from the slow drawdown of fluid pressure by petroleum and water extraction. The challenge is to translate the higher strain rates observed in the laboratory to the lower field strain rates. Andersen, Foged et al. [
14] extended the de Waal model from constant stress rate to constant strain rate and showed how to apply it to North Sea chalk. They found that the de Waal friction factor for the Valhall field was more or less constant over the stress range of interest, which reduced the number of tests required to estimate compaction at field depletion rates.
3. Water Activity Weakens Chalk in Loading Phase
If the friction coefficient, thus the strain rate, is dependent on the fluid chemistry, it follows that the mechanical properties of chalk also depend on the pore fluid [
15,
16,
17]. The physical mechanism for water weakening has been attributed to capillary forces and differences in “wettability” between fluids [
16,
17], but for later publications [
18], at least in part, water weakening was explained by the relations between physical and chemical properties of the chalk.
Risnes [
19] found that the hydrostatic yield point of chalk (the full elastic deformation) increased by 50%, 70%, and 80% if, instead of water, the pore fluid was switched to methanol, oil and glycol, or air, respectively. The hydrostatic yield point was estimated to be 18 MPa for glycol and 10 MPa for water. These results have been confirmed by [
20,
21], where the chalk was saturated with supercritical CO
2, and by experiments where the activity of water was changed systematically by changing the fraction of glycol mixed into water [
20]. Chalk strength increases as the activity of water is decreased.
A completely different approach by Røyne et al. [
22] gives further insight into the water weakening effects. They used a double torsion method, wherein a calcite crystal with an initial crack is immersed in a fluid. The crack is extended by bending the calcite, and the crack velocity is measured. The crack velocity is considered to be a measure of surface energy, where a lower surface energy produces a greater crack velocity. By immersing the sample in a mixture of glycol and water, the surface energy of calcite was determined for different water activities. Assuming that the hydrostatic yield point is related to pore collapse and bond breaking between the individual grains in the sample, a lower surface energy should mean a weaker chalk and a lower yield point. In the Røyne et al. [
22] experiment, the surface energy was 0.32 J/m
2 for glycol and 0.15 J/m
2 for water. This factor of ~2 reduction is very close to the factor of 1.8 reduction determined by Risnes [
20]. The activity of water can also be changed by changing the concentration of salts. Risnes et al. [
23] were able to reduce the activity of water to 0.48 by the adding of CaCl
2.
Figure 2 plots against the activity of water, the surface energy of calcite immersed in fluids with different water activity normalized to the surface energy of calcite immersed in pure water, or the yield point of cores saturated with fluids with different water activities normalized to their yield point when saturated with pure water (activity = 1). It shows that the decrease in chalk strength with water activity is similar, regardless of how the activity of water is modified. The figure shows that not only does the yield point change by similar amounts with changes in water activity for all the experiments, but also the trend of the change with water activity is similar. Water weakens chalk, and the activity of water is a measure of the amount of weakening.
4. Water Surface Chemistry Affects Chalk Deformation and Creep
However, chalk strength depends on water
chemistry as well as water
activity. When comparing chalk deformed at 130 °C with seawater as the pore fluid, to chalk deformed at 130 °C with seawater without sulphate as the pore fluid, the yield point is 74% lower. The total dissolved solids concentration was kept constant by adding NaCl [
24,
25]. The activity of water,
for a brine is [
26]
where
is the molality of other ions in the solution. For seawater the water activity is ~0.98; thus, the activity of water is not a factor in this comparison. Sulphate ions weaken chalk and
Figure 3 shows how sulphate lowers the yield point. Notice that although the yield point is dramatically lowered (the elastic bulk modulus is strongly decreased) by the presence of sulphate, the plastic bulk modulus (the slope of the dashed lines) is not changed.
Megawati et al. [
27] hypothesized that the electrostatic interactions that give rise to an osmotic pressure (disjoining pressure) near the grain contacts could explain the enhanced weakening. Sulphate adsorbed onto the calcite grains changes the surface and zeta potentials. The surface becomes more negatively charged. The variations in hydrostatic yield for all the chalk samples was proportional to the maximum peak of the disjoining pressure. Nermoen et al. [
28] performed additional experiments and suggest the electrochemical interactions that give rise to the disjoining pressure can be incorporated into an effective stress equation.
Sulphate in the brine also affects the creep rate [
27]. Cores from different outcrops, which have different mineralogical compositions, have a very similar creep rate and creep rate development when the brine contains sulphate. This is in contrast to cores from the same outcrops flooded with NaCl (inert) brine, which shows greater variance in the strain rate development. This might be an indication that the grain-to-grain friction between the calcite grains is to some extend controlled by the diffusive layer counter ions, and not only the local mineralogical properties of the grains. If sulphate is introduced after the loading phase, i.e., in the creep phase, there is a sudden increase in the creep rate [
29]. This effect is transient, and when the pore surfaces of the calcite grains are saturated with sulphate, the creep rate is reduced.
5. Core Deformation Related to Mineral Alteration
Additional core deformation can be the result during the creep stage when the fluid passed through the deforming cores is out of equilibrium with the minerals in the core.
Figure 4 and
Figure 5 compare the axial creep strain for two sets of experiments. In one set, a wide range of chalk cores was flooded with inert (e.g., nonreactive) NaCl brine. In the second set, cores from the same outcrops are flooded with reactive MgCl
2. In both sets of experiments, the temperature is 130 °C. The axial creep for all the cores flooded with MgCl
2 is greater than those flooded with inert NaCl, and is commonly more than three times greater. The chalk cores with few impurities (>99.7% calcite, the Stevns Klint and Mons (Trivières Fm)) flooded with MgCl
2 show a temporary plateau in creep strain, see
Figure 5. The chalk cores with lower carbonate content (the Aalborg, Liège, and Kansas) show no such plateau.
The creep strains experienced by all the cores under NaCl flooding are well described by the de Waal model (Equation (1)), as shown in
Figure 4b. The de Waal model does not match well with the cores flooded with MgCl
2 brine, as seen in
Figure 5b. We can now use the de Waal model to estimate the additional strain induced by the chemical reactions. If we simply subtract the “expected” creep from the cores flooded by MgCl
2, by using the results in
Figure 4,
Figure 6 shows the excess creep strain that results when the cores are flooded with MgCl
2. The excess creep strain takes a while to develop for some cores (the plateau mentioned above), but once established the excess strain rate is linear and ~0.04%/day in magnitude.
Post-experimental investigations by scanning electron microscopy (SEM) show mineralogical alterations already after weeks of flooding. Dissolution of calcite takes place, and is commonly observed together with precipitation of magnesite. For the chemical alteration to be fully appreciated, reactive fluids must be passed through the chalk cores at elevated temperatures for very long periods of time.
Figure 7 shows the results when a Liège chalk core was flooded for ~3 years (1072 days). There is a significant flux of Ca
2+ out of the core but no flux in, and there is an almost exactly counterbalancing flux of Mg
2+ into the core with no Mg
2+ flux out. The sum of the Mg
2+ in and Ca
2+ out always almost exactly matches the injected MgCl
2 concentration. This indicates that Ca
2+ in the carbonate core is being replaced mole for mole with Mg
2+. Mass balance indicates that 93 to 98% of the initial calcite is replaced by magnesite over the course of this experiment [
28]. The initial porosity of the core was 41%, and the final porosity 40%. The pore volume is thus conserved and the 10% axial (30% volumetric) strain resulted from the mineralogical alteration of the matrix. Mineralogical alteration can cause substantial compaction. Note that the de Waal model fits the MgCl
2 core flooding well in this case (see
Figure 7); however, in this case, the flooding rate is changed during the experiment. At ~380 days, the observed creep is deviating from the de Waal model, but at this point, the flooding rate is decreased (less chemical reactions) and the axial creep rate is lowered. After approximately 700 days, the observed creep is below the de Waal model, but at ~800 days, the flooding rate increased and axial deformation is increased. Thus, in this case, the match with the de Waal model is a coincidence, due to changes in the flooding rate.
As the porosity did not change in the experiment shown in
Figure 7, the dramatic and immediate drop in permeability is unexpected. The drop in permeability is most likely caused by magnesite crystallization in the large, permeable pores (see
Figure 8a). In other chalk types, crystallization of magnesium-bearing clay minerals may also reduce permeability (
Figure 8b). Minerals crystallized in pores increases the surface area per unit pore volume. Since permeability is directly related to porosity and inversely related to the square of surface area per unit of pore volume and pore tortuosity (c.f., the Carmen-Kozeny equation), an increase in surface area per unit pore volume strongly decreased permeability. The slight recovery in permeability between 200 and 300 days (
Figure 6a) could suggest either that precipitated magnesite had subsequently dissolved or that pore throats subsequently opened such that the tortuosity was reduced. Textural changes related to alteration can clearly and dramatically change permeability.
At the end of the experiment flooding with MgCl
2, (as shown in
Figure 7) had completely replaced the original calcite with magnesite. After ~800 days, injected Mg
2+ was no longer reacting, but passing unchanged in concentration through the core. A similar experiment that was terminated at 516 days flooded a Liège chalk core under Ekofisk field conditions with 0.219 M MgCl
2. Mapping by energy dispersive spectroscopy (EDS) by the use of mineral liberation analyzer (MLA) of the core from inlet to outlet after flooding, shows two regimes of mineralogical change. Toward the outlet, the core is only partly altered. The mineralogy is mainly calcite, the primary mineralogy of chalk, but precipitates of clay and magnesite are found within the calcite matrix. At the inlet, a total transformation from calcite to magnesite is observed. Only magnesite and clay are observed, and no calcite is left. For cores flooded for an even longer period, the transition between the two regimes has moved further into the core, indicating that this transformation of mineralogy moves like a front through the cores [
30,
31].
6. Fluid–Rock Interactions in Reservoirs
The triaxial laboratory tests discussed in
Section 5 cannot describe what takes place in a reservoir because they are carried out under isothermal conditions, whereas cold fluids are injected into a reservoir and reactions take place as fluids move through a thermal migration front.
Figure 9 illustrates what is observed to happen in a reservoir. It plots the chemistry of fluids produced from a well 300–400 m from the nearest well into which seawater is being injected [
32]. Chlorine does not react with the reservoir sediments. Seawater has a much lower chlorinity than Ekofisk formation water, and thus the production of low salinity water indicates the arrival of injected water. Following the changes in chlorinity in
Figure 9, we see that during a period of 5–6 years, the chlorine concentration drops to 0.63 mol/L, which is close to the chlorine concentration in seawater of 0.525 mol/L. Thus, the water in the producer after 5–6 years is almost pure seawater.
Using the chlorine concentration as a tracer for seawater, we can predict what the concentration of all the other ions would be if no chemical reactions took place in the reservoir. The solid lines in
Figure 9 represents the unreacted concentrations of calcium, magnesium, etc. The difference between the produced water chemistry (points) and these solid lines indicates the chemical exchange between pore waters and the reservoir sediments that has occurred as the injected seawater moved from the injector wells to the production well. It can be seen that a large fraction of Mg and SO
4, and a bit of K, have been lost from the fluid, presumably going into dolomite or magnesite, anhydrite, and clay, respectively.
Figure 10 and
Figure 11 show models of alteration in a reservoir for a situation similar to that shown in
Figure 9. These figures show streamlines between an injection and a production well 500 m away, assuming the reservoir is homogeneous. The streamlines are calculated using potential methods [
32,
33,
34], injection rate is 30 Mbbl/day and production is constant at 5Mbbl/day; the flow is two phases and through a fixed depth interval of 70 m. The modelling methods are described in more detail in [
32]. The snapshots after five years of seawater injection in
Figure 9 and
Figure 10 show that the temperature gradient lags behind the injected waterfront. The lag results from the fact that water only moves in the pore space, whereas the temperature moves in the total volume (matrix and pore space). Due to the temperature dependence of the mineral reaction kinetics, the chemical alteration fronts travel at speeds different form both the water and the temperature fronts.
Figure 9 shows the weight fractions of some of the minerals precipitated and dissolved. Much of the magnesium carbonate alteration occurs close to the injector. After 40 years of simulated seawater injection, about 1.5 wt% of calcite is dissolved and 1.5 wt% of dolomite is precipitated near the injection well, and the calcite to magnesium carbonate transition may extends about 400 m from the injection well [
32]. The sulphate bearing mineral anhydrite precipitates at high temperatures and dissolves at low temperatures. The simulations predict a sulphate wave that travels at the same speed as the temperature front, where anhydrite is precipitated and dissolved again as the thermal front passes through the reservoir.
7. Discussion and Summary
Chalk fields in the North Sea are over-pressured and during production and pressure depletion, they compact significantly. The compaction can contribute significantly to hydrocarbon recovery, and for the Valhall field, it is estimated to be responsible for about 50% [
2] of the total oil recovery. For the Ekofisk field, the water weakening effect is expected to contribute to about 50% of the total compaction [
3]. In the case of the Valhall field, it is believed to be much less than the Ekofisk field [
35]. From the results discussed here, this can potentially be explained as a consequence of temperature differences, but another important factor is the pore pressure history. The Ekofisk, at discovery, had an initial reservoir temperature of 130 °C, whereas Valhall had a temperature of 93 °C. Both mineralogical alterations and the effect of surface charge, due to sulphate adsorption, are less significant at lower temperatures.
The field conditions are different, at the field scale the effective stress is changing due to pressure drawdown. As pointed discussed by Andersen, Foged et al. [
14], it is possible to extrapolate lab results to field results by performing strain rate controlled tests. The experimental data presented and discussed in this paper have been performed at a constant hydrostatic stress, and not uniaxial constant strain rate. However, by comparing hydrostatic tests with and without chemical effects, we believe that many of our conclusions will still hold.
The effect of water activity is the most uncertain effect. The experiments discussed in
Section 3, demonstrates quite nicely the transition between a phase consisting of pure fresh water, a mixture of water and glycol to pure glycol and dry samples. The experiments are also explained as a change in surface energy on the microscopic level. However, oil-bearing formations usually consist of a hydrocarbon phase that is immiscible with water. Water is believed to be trapped in small (water-wet) pores and oil resides in larger pores; over geologic time, oil adheres to the rock and change the wettability. During water flooding, the original formation water (ionic strength ~2–3 times seawater) and hydrocarbons are displaced by seawater. The change of water activity from formation water to seawater is not large. A change from a 3M brine to seawater is a change in water activity from ~0.95 to ~0.98 (see Equation (4)). However, there is likely more to this story because at low water saturations (~1–2%), the water activity is not easy to calculate because it is affected by surface charge, diffusive layers and ion interactions with the chalk surface. If most of the water in this case is bound to the chalk surface, the water activity should be much lower than 0.95 (independent on the salinity). Thus, in areas of very low water saturation, an increase in water saturation could give a sudden increase in the water activity, and weaken the chalk and induce compaction. There are some experimental data, where chalk cores have been aged with oil and water saturations about ~5% [
36], in those cases when they are flooded with seawater, the creep rate does not change significantly compared to cores that are 100% water-filled. Thus, if these results are correct, the initial water saturation must be lower than 5% to see an effect of the water activity. From capillary pressure arguments, one would expect to see more compaction in areas high above the free water level, where the water saturation is low. The field data are scarce, but an observation well at the Ekofisk field shows more compaction close to the tight zone, where the water saturation is higher due to smaller pores [
3]. This does not support the water activity hypothesis.
We have quantified the chemical effects in the hydrostatic creep experiments by using the de Waal model. Comparing the fitting of the de Waal model to core data, where the chemical effects are minimal and where they are present, we have shown that the effect of magnesium brines can be modelled by a linear term ~Ct. The constant C is about 0.05%/day, as shown in
Figure 6.
The simulated calcite to magnesite (or dolomite) alteration in the core experiments is about 0.07 wt% per day. Thus, we find that the alteration corresponds directly to additional creep strain. The streamline simulations in
Figure 11 show that close to the well, there is an alteration of 0.5 wt% change after 5 years of flooding; this should then correspond to about 0.5% additional creep (0.5 m of a 100-m reservoir interval). The chemical water weakening effects due to calcium to magnesium carbonate alteration are much smaller, but not insignificant, on the field scale compared to the lab. The main reason for the slow chemical alteration on the field scale is the cooling of the reservoir.
Sulphate, according to [
27], adsorbs onto the calcite surface and causes additional elastic deformation of factor of two, compared to NaCl, see
Figure 3 (seawater corresponds to 0.024 M Na2SO
4). If sulphate is introduced into the core after yield, in the creep phase, the core experience a sudden increase in strain rate [
29]. This effect is transient, but the increase in volumetric strain due to sulphate is ~1.5%. The simulations and the field data show that sulphate breaks through to the producer in a reasonably short period of time. The sulphate front is lagging behind the water (chlorine) front, due to both precipitation of calcium sulphate and adsorption onto positively charged calcium cites, and one should therefore expect to see some delayed water weakening effect, i.e., the reservoir compaction should happen after the water front has passed a reservoir section. In the reservoir models, the grid is coarse and thus the simulation models might not be able to distinguish the sulphate front from the water saturation.
8. The Future and Final Remarks
In the future, basin models will simulate the full chemical evolution of the reservoir with all its attendant consequences. The most difficult thing to model is how the rock - fluid interactions affects compaction at the various scales. We need core experiments to test rock deformation at realistic conditions, but the drawback is that it is difficult to tease out the exact mechanisms. The mechanisms are needed in order to get the speed of chemical interactions at a larger scale. Much has been investigated regarding the chemical effects, but perhaps the most uncertain and less studied effect is how the oil saturation affects compaction. There are some results [
37] showing that oil-filled cores compact when flooded with water. Later results shows less effects when flooding oil-saturated cores with water [
28,
36,
38]. The water activity is worth pursuing, as it will travel at the speed of the waterfront, but most likely it should only be effective at very low initial water saturation (high capillary pressure).
There is still uncertainty related to the effect of initial mineralogy. Cores with low carbonate have a different strain history, than cores with non-carbonate content (~5 wt%). Impurities in chalk seem to eliminate the delay in alteration-induced creep.
Effects of water chemistry on compaction on the lab scale is important. We strongly believe that reservoir models as used by the industry today are too crude to distinguish the different field scale compaction mechanisms. By extracting streamlines from reservoir simulators and conducting chemical alteration and adsorption calculations similar to those shown here, we can see the possibility of predicting the distribution of the alteration fronts, as well as how far the sulphate adsorption front has travelled. This might provide an idea of where to expect the most compaction, both horizontally and vertically. This, in turn, can be checked against observation wells, and potentially 4D seismic data.