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SC Heuer Man 1990
SC Heuer Man 1990
SC Heuer Man 1990
Water Salinity,
Formation Pretreatment,
and Well·Operations
Fluid·Selection Guidelines
Ronald F. Scheuerman and Barbara M. Bergersen, SPE,
Shell Development Co.
(Total divalent cations can be represented 3 must be exceeded before the flocculation sa- sitive to water salinity, which indicates that
by equivalent Ca + + ion and are interpret- linity appreciably decreases with increasing increasing formation temperature (and thus
ed as such throughout this paper.) As Figs. Ca + + concentration. The flocculation sa- depth) decreases the formation-clay floccu-
1 through 3 show, for smectite, montmor- linities for other clays continuously decrease lation salinity. Because of these compensat-
illonite/illite mixed-layer, and illite clays, with increasing Ca + + concentration. The ing temperature effects, the flocculation-
respectively, a few percent divalent cation reason for this difference is not known. salinity criteria presented here, developed
can reduce the flocculation salinity by an or- Effect of Temperature. Khilar and primarily at about 75°F [24°C], are consid-
der of magnitude. These figures also show Fogler4 show only a mild effect of temper- ered adequate for evaluating injection-water
that two distinct types of behavior of floc- ature on flocculation salinity. Their data in- compatibility for most reservoirs.
culation salinity vs. divalent cation concen- dicate that the flocculation salinity doubles Procedure for Determining Flocculation
tration exist. The smectites and some with an increase of about 155°F [68°C]. As Salinity. Flocculation salinities for pure
montmorillonite/illite mixed-layer clays Table 2 shows, however, high-temperature clays, quarry stones, and reservoir cores
have a critical Ca + + concentration that formation clays were not particularly sen- were determined by flowing continuously
a Preserved cores; thus, tor oil-bearing formations, these are residual-oil-saturation permeabilities.
bOld core, poor quality.
'These cores were not sensitive to slow dilution to deionized water; however, some responded to abrupt change from l-N brine to deionized water.
dNo response to deionized water after l-N KCI and 3% NH.CI brines; however, no response after 3% NH.CI at 400°F .
• Response to deionized water after NaCI and KCI at room temperature; however, no response after 3% NH 4 CI at 400°F.
f No response to deionized water upon abrupt switching after log dilution to 80 meq NaCI brine.
9 No response to deionized water after I·N NaCI brine.
Z
some generally tolerable impairment levels.
0
Because we cannot predict how much im-
~
() pairment would result, Zone C waters
-'
<
.... should be used only as a last resort. Zone
0
.... D (shaded) is the range in flocculation sa-
linities obtained for clays from various
0.5
sources. The compatibility of Zone D waters
cannot be generalized, and more specific in-
formation is required. Flocculation-salinity
data from core flow tests are best. When
these data are not available, formation-water
0.1 L.....J'---''---''---'--L---L--L---L_ 10~"""''''''''''''~1~0'''''''-
o 10 composition, Table 2, and Fig. 5 can be
DIVALENT CATION, PERCENT OF TOTAL CATIONS used to match formation-clay composition
and depth to cores with known flocculation
salinities. To this end, it is assumed that con-
Fig. 1-Flocculation-salinity diagrams for smectite clays. nate water and reservoir clays are compat-
ible. Therefore, connate water establishes an
diluting brine through a sand/clay pack or loss in permeability. Their Berea core con-
upper bound for the most sensitive clay type.
core until the clays were deflocculated, as tained about S wt % clays made of 71 %
indicated by an injection pressure increase kaolinite, 15 % illite/mica, and 14 % chlo- InJection.Water Evaluation
caused by clay-particle release, migration, rite. At lower percentages, permeability Guidelines
and pore-throat plugging. The brine was decreases drastically when the cores are con-
diluted with Khilar et ai. 's5 stirred-vessel tacted with deionized water. Experimental The following guidelines are presented for
using the flocculation salinity diagrams in
technique. Appendix A in Ref. 6 details the data indicate that the critical fractions of
Figs. 4 and 5 to determine whether an in-
test procedure. divalent sites for montmorillonite, illite, and
jection water is compatible with formation
kaolinite clays are about 0.95, O.SO, and
clays at equilibrium conditions. Injection-
Critical-Fraction Divalent Cation Ex- <0.30, respectively. and formation-water cation analyses and X-
change Sites. Kia et ai. 7 show that when ray analysis of formation clay types, includ-
divalent cations occupy more than SO% of Water-Compatibility Criteria. The floccu- ing glycolation for mixed-layer clay analy-
the cation exchange sites, Berea cores can lation-salinity data of Figs. 1 through 3 and sis, are required.
be flooded with deionized water with little the critical-divalent-cation data are com- 1. The TCC is the sum of mono- and
divalent cations, both in milliequivalents per
SAND/CLAY PACKS
liter. Divalent cations are expressed as the
percent of the TCC. The water composition
is plotted on the flocculation-salinity dia-
1000 1000 gram of the most salinity-sensitive clay pres-
ent. Salinity sensitivity decreases in order:
500
montmorillonite, illite, and kaolinite. Chlo-
rite is not salinity-sensitive. The injection-
'00
water/formation-clay compatibility is then
100 determined by the position of the water com-
position on the diagram, as discussed in the
previous section.
2. Formations above about 250°F
[121°C] generally have little, ifany, fresh-
10 water sensitivity; thus, injection-water sa-
linity should not be a problem.
3. The salinity-sensitivity of montmoril-
lonite/illite mixed-layer clays is variable.
The data suggest that, depending on com-
10
'0L..-'-~-'--"0'--- position, flocculation salinities can range
from that of illite, when the montmorillo-
DIVALENT CATIONS, PERCENT OF TOTAL CATIONS
nite fraction of the mixed-layer clay is low,
to that of montmorillonite at high montmor-
Fig. 2-Flocculation-salinity diagrams for montmorillonite/illite mixed-layer clays. illonite fractions. Data indicate that forma-
tions of :s 0.2 or that are deeper than about 500 500 500
\
determining which diagram to use. For ex- ~E \
ample, if both montmorillonite/illite mixed- Z \
layer and illite clays were present and the '"
;; \
a:
connate water composition was in Zone B >-
z
1
0
1
0 10
1
0 10
Ul
of the montmorillonite/illite diagram but in 0
Z
Zone A of the illite diagram, the illite dia- 0
0 ~ EUGENE IS. GREEN CANYON
gram would be the appropriate one to use. z
200 200 200
'"
;;
0
Transition to Injection Water ~
«
100 100
~
During the transition from formation to in-
>-
0
>- 50
\ 50 50 \
jection water, if the fraction of formation-
\ \
clay cation exchange sites occupied by diva-
\ \
lent cations is greater when the formation \ \
is in equilibrium with injection water than 10 \ 10 \
with formation water, divalent cations will \ \
be stripped from the injected water until they
5
\ \
occupy enough cation exchange sites to re- \ \
establish equilibrium. This does not present \ \
a problem when the TCC of the injection 1 1
0 10 0
water is greater than the NaCI flocculation
DIVALENT CATIONS. PERCENT OF TOTAL CATIONS
salinity for the formation clays. That is, even
without divalent cations, the injection water
has adequate TCC to keep clays flocculated. Fig. 3-Flocculation-salinity diagrams for illite clays.
If divalent cations are required to keep clays
flocculated, however, divalent-cation strip-
ping can result in formation-clay defloccu-
lation and permeability impairment. The
effect of divalent-cation stripping at the Big
Foot waterflood is discussed below.
Fig. 6 shows that both potential water-
flood source waters, Escondido and Carrizo- HOW TO USE
MONTMORILL.ONITE MONT./ILLITE
Wilcox (C-W), are near the Big Foot for- ~
ZONE
-A - COMPATiBLE WATER
mation flocculation-salinity line but are com- 1000 1000 B - IMPAIRING WATER, THE
FURTHER lEFT OF 0 ZONE
patible. However, the fraction of cation
exchange sites occupied by divalent cations
500r===~ __ 500
THE GREATER POTENTIAL
IMPAIRMENT
C - SOME, BUT GENERAllY
ACCEPTABLE IMPAIRMENT
at equilibrium differs considerably for the o- NEED MORE DATA, SEE
TABLE 2 AND FIGURE 8
two waters; hence, their cation stripping
characteristics differ considerably. The frac- 100
i\
50 50
, KAOLINITE
'0
...... ~
.'NTONITE
2~IOW"COOE .'
'0 '0
l-~~~~~~NO
2-BIG FoOt
2-G"'I'" CANYON
,
0 10 20
, ,
0 '0
PV, more than 400 PV is required to provide water. In some cases, KCI or NH 4 Cl brines causes the concentration gradient between
the Ca + + ions needed to establish the new are adequate pretreatments, and using these injected and formation waters to be suffi-
equilibrium. There results a large volume brines for well operations can eliminate the ciently gradual that little Ca + + stripping
of C-W water with a Ca + + ion concentra- need for a CaCl 2 brine pretreatment. Poly- will occur.
tion too low to keep clays flocculated. Fig. meric clay stabilizers can also be used but
8a shows that abrupt injection of C-W water are more expensive and can be impairing. Requirements for Pretreatment. Pretreat-
into a Big Foot core in equilibrium with Big Two principles are involved in the CaCl 2 ment is not required when the injection-
Foot formation water decreases permeability brine pretreatment. water TCC is greater than the NaCI floccu-
1. Saturating cation exchange sites with lation salinity of the most-water-sensitive
by 80 %. With Escondido water, however,
Ca + + eliminates subsequent Ca + + strip- clay present. NaCI flocculation salinities for
the fraction of Ca + + sites decreases during
ping from injected water. Fig. 8b demon- clays are listed in Tables 1 and 2 and shown
the transition from formation to Escondido in Fig. 4 as the 0% Ca + + ion flocculation
strates the effectiveness of CaCl 2 brine
water, and no Ca + + stripping occurs. As pretreatment with Big Foot cores. Pretreat- TCC. At lower cation concentrations, the
Fig. 7 shows, after dispersion dilution, the ment with O.5-N CaCl 2 brine prevented following criteria apply.
Ca + + ion concentration slowly decreases damage during the switch to C-W water The amount of divalent-cation stripping
to that of Escondido water (94 ppm). shown in Fig. 8a. The slight permeability that will occur depends on the mass-action
decrease in Fig. 8b, typical of long-term ratio (MAR) of the injection water to that
Formation Pretreatment. Saturating the flow tests, reflects a small accumulation of of the formation water, Fill' The MAR is
near-wellbore formation cation exchange debris rather than clay effects. the square of the monovalent cation concen-
sites with Ca + + eliminates subsequent 2. At distances beyond the pretreated tration divided by that of the divalent
divalent-cation stripping from the injection zone, dispersive mixing in the formation cations, both in milliequivalents per milli-
FORMATION
." /TEST WATERS\
'ESCONDIDO
0.' {I. . . . . . ~~.~.~.~:~.~~...... I ESCONDID~"l":'~~~'~'~~'?'~'I. c-w
ESCONDIDO
94 ppm Ca++ 0.05 COMPUTER DOWN I
'"(3
OJ
CARRIZO-WILCOX ~
:;
21 ppmCai'+
3 O.O~5:::0:-::60:--:7'::'0--:-'80:---:9~0:-3::070-,:l:-0-...l20--3l:0-..J4,:,"0-5J..0-..J6Lo --l370
v C W
-
,:
....
:;
~
OJ
a
~ 0.5
0.4 O.5N
I.J . I. . . . . . ~~.~~I.:~:.~~~~ox
CaGI2
0.3
0.2
..... :.<?~~.~~I.'?~ ... . .I.':'~'~~'~~~~~
.............. .
k 1.0 -0.94
0.3 ppm Ca++
5 O.10:--~'O:--;;20;:--;;3';;-0--;!;'0;---;5::-0--:6:::0---:..70:----:81:-
0- -:1:
90,.--."s,'OO
2 4 6 '0
b TIME, HOURS
PORE VOLUMES INJECTED
Fig. 7-Ca + + ion stripping by Big Foot formation during tran- Fig. 8-Effect of F//f flow test response data: (a) no pretreat-
sition from formation to injection water. ment; (b) with CaCI 2 pretreatment.
an injected water. In this context, formation - PRETREAT WITH 1.2N CaCI 2 BRINE
- START C-W WATER INJECTION
water can be drilling-mud filtrate or comple-
- FRONTAL ADVANCE RATES
tion, workover, or stimulation fluids. To de- 56.Scc/hr. .. 25 FT JDAY
24 cc/hr .. 11 FT !DAY
termine the critical Fill below which clay
deflocculation occurs, flow tests were run
with a series of decreasing Fill brines and
the injection pressure response observed as kTESl1
one brine displaced the other. When Fill is P~~~~~A~R1A'!;O lee, 1.2N CaCI.:2 _TE_ST_~~ AFTER 24 HRS.
START C-W WATER TAEATS 4.1' OF" PACK 4cc, 1.2N GaGI.:2 7.5 PV tNJ.
lower than critical values and the injection- INJECTION INJ. RATE T:;~~~~;:~~J~FR=~~I( k/k "O.59
AFTER 24 HRS.
flocculation salinity, formation pretreatment I-_W_"_E_R-l.+
'\ _ _ _"-_ _ _ _~:::::::...
_ _ __ . : : _ - - - - - - - - - - - k/ko~l
is required. ,~ Sec, 1,2N CaCI2
TREATS ENTIRE PACK
24cc/hr, INJ. RATE
@
Z
PROTECTED
low-salinity C-W injection water overran the "
pretreated zone. About 4 mL of 1.2-N HI..? ZONE
10 •
CaCl 2 solution treated about 80% of the FT
pack clay, and the injectivity was reduced 0.2
by about 40 % upon injection of C-W water. IMPAIRED ZONE
I ALWAYS 10 FTl
The 5-mL treatment had sufficient Ca + +
ion to treat all the pack clay and, as shown,
the transition to injection water was made
RADIUS OF PROTECTED INO IMPAIRMENTI ZONE. FT.
with no impairment. These tests demonstrate
that a small, high-concentration CaCI 2
brine slug will propagate and adequately Fig. 10-Effect of distance from well bore of Impaired zone on injectivity.
treat clays ahead of an advancing injection-
water front.
We did not study the effect of pump rate TABLE 3-CRITERIA FOR REQUIRING FORMATION PRETREATMENT"
(frontal velocity) on CaCI 2 brine treatment
effectiveness, but we suggest that pretreat- Smectite (montmorillonite) or montmorillonite/illite mixed-layer (> 20% montmorillonite
and < 10,000 ft)
ments be placed at rates recommended for Suggested when 0.5:s;F ilf <1.0
sandstone matrix acidizing treatments, 0.25 Recommended when F ilf < 0.5
to 0.5 bbl/min [0.04 to 0.08 m 3 /min]. Slow Montmorilionitelillite mixed-layer « 20% montmorillonite or > 10,000 ft) or illite
rates increase the near-wellbore contact time Suggested when 0.3:s; F ilf < 0.5
and allow diffusion to enhance Ca + + dis- Recommended when Filf < 0.3
tribution. The treatments shown in Fig. 9 Kaolinite
were pumped at rates corresponding to a Suggested when 0.15:s; Fill < 0.3
frontal advance of 11 and 25 ftlD [3.4 and Recommended when F ilf <0.15
7.6 mid]. Chlorite
Two considerations are important in pre- Chlorite is not freshwater-sensitive and pretreatment is not required
treatment-volume selection: the effect on in- Formation pretreatment is suggestedlrecommended when formations contain these clay types and F '" ratios
jectivity of impairment deep in the reservoir are in the ranges shown. When several clay types are present, pretreatment requirements are based on the most-
salinity·sensitive clay present. The clays are listed in order of decreaSing salinity sensitivity.
and the radial distance required to develop
dispersion dilution profiles adequate to pre- Pretreatment is suggested when laboratory data showed that F '" would result in about 20% stabilized permeability
impairment. This level of impairment may not be relevant in field operalions, but pretreatment is suggested if
vent deflocculation of clays in the near- costs are not prohibitive. At lower FII , values, increasingly severe impairment resulted and pretreatment is
wellbore region. recommended.
'''Any brines" must be Zone A, clay·compatible. Also check for scaling when formation water is mixed with any brine, seawater, or CaCI 2 .
**"No" indicates that, because of excessive divalent-cation stripping from formation water during backflow, the brine should not be used for wett operations. An "X" indicates
that the MAR calculation should be made to determine whether a formation pretreatment is required. If F blf (brine displacing formation water) or F fib (formation water dis·
placing brine) indicates that a pretreatment is required, use another brine.
treatment distance out from the wellbore, the simplest solution. When a CaCl 2 or In all cases, divalent -cation stripping is a
bbllft {Vp =0.5589<1>(r; +0.5305rs ) in bbll KCI pretreatment is required after an HF concern: with Category I injectors, when
ft, where rs = pretreatment radius, ft, <I> = acid stimulation treatment, a 2 to 3 % operations brine displaces formation water
porosity, and 7-in. [17.8-cm] casing is as- NH4 Cl brine spacer must be used to and injection water displaces the operations
sumed}; and Cb = pretreatment brine con- separate the Ca + + or K + ions from spent brine; with Category 2 injectors, when op-
centration, meq cation/mL. For KCI, Cb = HF acid to prevent precipitation of calcium erations brine displaces formation water,
0.14(wt% KCI); for CaCI 2 , Cb =0.18(wt% fluoride and calcium or potassium fluorosili- formation water displaces operations brine
CaCI 2 ); and for NH 4 Cl, Cb =0.19(wt% cates. A sufficient volume of NH4Cl brine (during flowback), and injection water dis-
NH 4 CI). For simplicity, these equations should be used to displace spent HF acid 2 places formation water when water injection
are based on the total formation CEC. This to 3 ft [0.6 to 0.9 m] from the wellbore. is initiated; and with producers, when op-
provides a conservative estimate because the erations brine displaces formation brine and
fraction of exchange sites already occupied Well.Operations Brine Selection then again when formation water displaces
by Ca + + when in equilibrium with forma- During well completions, stimulation, or the operations brine as the well is placed on
tion brine is not included. workovers, the near-wellbore clays come production. We used the following criteria
Minimum Pretreatment Volumes. Re- into equilibrium with the cations of the brine in developing these guidelines.
gardless of calculated volume requirements, used for these operations. When water in- 1. The brines in Table 4 and Table 5
very small pretreatment volumes are not rec- jection is started or the well is put on pro- (NaCl, KCI, NH 4CI, and CaCI 2 ) and sea-
ommended. Volumes large enough to duction, the clays will re-establish water will keep clays flocculated. Any other
achieve adequate distribution throughout the equilibrium with the injection or formation brines used in well operations must have
wellbore should be used. We suggest 10 bbl water. As discussed above, divalent-cation adequate TCC and divalent cation concen-
[1.6 m 3 ] as a minimum pretreatment vol- stripping can result in the composition of the tration to keep clays flocculated-i.e., com-
ume, no matter how small the interval, be- leading portion of the formation water trans- positions in Zone A of the respective clay
cause at smaller volumes the volume of the gressing temporarily into Zone B composi- flocculation-salinity diagram.
wellbore becomes significant. tions. Proper selection of the well-operations 2. As Fig. 11 shows, the flocculation sa-
Additional Considerations During Pre- brine can eliminate this potential problem. linity for KCl is about one-sixth that for
treatment With CaCl2 Brine. If the for- We developed guidelines for selecting NaCl. Also, because NH4+ has the same
mation water contains sufficient SO 4= , well-operations brines for the following well hydrated ionic radii as K + and H + is
HC0 3- , and C0 3= to result in precipitation categories: (1) injectors where water injec- smaller, NH4 CI brines and acid should
of CaS04 or CaC0 3 scales when mixed tion begins immediately after well operations have clay-stabilizing properties equivalent
with the CaCl 2 pretreatment brine, either a and injection water displaces the well- to KCl brines. For these guidelines, the KCl
scale inhibitor can be added to the CaCl 2 operations brine (no flowback); (2) injectors flocculation salinity is taken as 20% of that
brine or a 2 % KCI or NH4 CI spacer can be allowed to flow back and re-establish equi- for NaCl. Thus, when the formation clays
used to prevent near-wellbore mixing of the librium with formation water before water are in equilibrium with these brines, much-
CaCl 2 brine and formation water. If the in- injection, whereupon injection water dis- lower-TCC waters can be used without clay
jection water is incompatible with CaCl 2 places formation water (flowback); and deflocculation.
pretreatment brine, a spacer of injection (3) producers where formation water dis- 3. Divalent-cation stripping is allowed for
water treated with scale inhibitor is probably places the well-operations brine (flowback). water/water transitions where the TCC of
-------------- -----------_.
100
10
'" -- -----
PRETREATMENT
Ibbl 11.6 Ib/g,1 C,CI2 BRINE)
------------
50
- - - - - - - NONE
- - - 40
- - - - - 10
1° 0~---:'2':""0--4-'-0-~6':-0--'-eo--c:',oo
TIME. DAYS
K+ CONCENTRATION, PERCENT OF TOTAL CATIONS
Fig. 11-Effect of K + ion on flocculation Fig. 12-Effect of CaCI 2 brine pretreatment on water injectivity at Big Foot field.
salinity.
the displacing brine is equal to or greater If the operations brine were KCI, NH4 CI,
than one-half the NaCI flocculation salinity or acid, however, pretreatment would not
of the most-salinity-sensitive clay present, be required.
except for the smectite clays. Then, no Example 2. The same conditions apply as
divalent-cation stripping is allowed. The rea- for Example 1, but the injection-water TCC
son is that the Zone B area above 50 % of is 80 meq/L. As shown in the right-hand
the flocculation salinity (zero divalent cation column of the first part of Table 4, a CaCl 2
concentration value) is small, and little clay brine pretreatment is required before water
deflocculation is expected when divalent cat- injection even when KCI or NH4 CI opera-
ion concentrations are in this area of Zone B. tions brines or acid is used. Thus, using a
4. The suitability of seawater or "any" CaCl 2 operations brine would eliminate the
brine in well operations is determined by the need for pretreating. The Big Foot water-
MAR criteria of Table 3. If the MAR indi- flood exemplifies this case.
"Some impairment is cates that a preflush is required, another
brine is recommended. Examples for Producers and Injectors
tolerable, provided that With Flowback. Table 5 is for producers
it is far enough from and injectors where formation-water flow-
Examples for Injectors With No Flow-
back is allowed before injection. The right-
the wellbore. . . . If back. Table 4 summarizes operations brine-
hand columns show two things.
selection guidelines for wells where injection
impairment develops water directly displaces the operations brine
1. Operations brines acceptable when the
formation water has TCC values in the
when the injection (no flowback) and shows acceptable opera-
ranges shown are given. "No" means that
water overruns the tions brines when the injection water has the
excessive divalent-cation stripping from the
TCC given in the left-hand column. The
treated zone, how large right-hand column shows the brine transi-
leading portions of the formation water
occurs as it displaces the operations brine
would the near- -tions that require calculation to determine
when the well is flowed back.
wellbore treatment whether a pretreatment is required. Because
2. The times when FblJ and FJlb calcula-
a pretreatment requires additional operations tions are required are indicated by an "x."
zone have to be to and expense, selecting another operations FblJ is the MAR calculation for brine dis-
minimize the effect on brine, rather than pretreating, is suggested. placing formation water (brine MAR divided
Table 4 can be used when the most-salinity-
well injectivity of any sensitive clays present are smectite, illite,
by formation-water MAR), and FJlb is that
for formation water flowing back and dis-
further impairment?" and kaolinite, respectively. Chlorite presents placing the operations brine. If Table 3
no problems because it is not salinity- MAR criteria indicate that a preflush is re-
sensitive. quired, use another operations brine.
Example 1. The formation contains a Example 1. The formation contains a
montmorillonite/illite-mixed-Iayer clay that smectite-response montmorillonite/illite
is 45 % montmorillonite, and the formation mixed-layer clay, and the formation-water
depth is 5,600 ft [1710 m]. This is a smec- TCC is less than 600 meq/L. Table 5 shows
tite-response-type clay, and the first part of that NaCl brine would not be an acceptable
Table 4 applies. The injection-brine TCC is operations brine. KCI, NH 4CI, and CaCl 2
350 meq/L; thus, the 600 > TCC ~ 120 por- brines and acid are acceptable. The use of
tion applies. The right-hand column shows seawater or another brine (such as produced
that if an NaCI operations brine were used, water) requires the calculation of the MAR.
a KCI, NH 4CI, or CaCl 2 pretreatment Example 2. Same conditions apply as for
would be required before water injection. Example 1, except "any brine" with TCC