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Investigating clay swelling and permeability impairment in sandstone formations during steam flooding

Published online by Cambridge University Press:  08 August 2025

Madi Yesmukhambet
Affiliation:
School of Mining and Geosciences, Nazarbayev University , Astana, Kazakhstan
Peyman Pourafshary*
Affiliation:
School of Mining and Geosciences, Nazarbayev University , Astana, Kazakhstan
*
Corresponding author: Peyman Pourafshary; Email: peyman.pourafshary@nu.edu.kz
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Abstract

In heavy oil fields hosted in sandstone, steam flooding is a crucial technique for enhancing oil recovery. The swelling of clay minerals in these reservoirs, particularly those with high clay content, presents a significant challenge by causing permeability damage and hindering oil production. The objective of the present study was to investigate clay swelling phenomena in a sandstone oil reservoir where smectite-illite clays make up 40% of the reservoir rock. Through comprehensive static and dynamic tests, clay swelling behavior and its impact on permeability degradation were examined under varying temperature and salinity conditions typical of thermally enhanced oil recovery (EOR) processes. Results indicated that clay swelling is exacerbated under low salinity and high temperature, leading to severe permeability impairment. At high salinities (2000–4920 mg L–1), the swellability was relatively low, but it increased significantly as salinity decreased to a range of 0–2000 mg L–1. Static swelling tests revealed that the maximum clay expansion, with a 2.25-fold increase in volume, occurred in distilled water at 200°C. Additionally, the critical salt concentration (CSC) was found to increase with temperature, causing a more pronounced and earlier swelling effect. This increase in temperature coupled with a decrease in salinity impaired permeability significantly, with the most severe reduction, of 73.3%, observed at 150°C during distilled water flooding. Comparisons between static and dynamic tests showed consistent degrees of clay swelling across both methods. The findings of this study advance the understanding of clay swelling under thermal EOR conditions, particularly regarding the effects of salinity and temperature on permeability impairment in sandstone formations.

Information

Type
Original Paper
Copyright
© The Author(s), 2025. Published by Cambridge University Press on behalf of The Clay Minerals Society
Figure 0

Table 1. Mineral composition (mg L–1) and characteristics of NK brine

Figure 1

Table 2. Elemental compositions of clay samples (wt.%)

Figure 2

Figure 1. (a) Schematic of the shaft and sleeve, and (b) steel sleeve and shaft used for dynamic clay swelling tests.

Figure 3

Figure 2. (A and B) Prepared sandpack; and (C) sandpack covered by sieves.

Figure 4

Table 3. Sandpack porosity

Figure 5

Figure 3. Schematic diagram of the SRP 350 core-flooding system.

Figure 6

Table 4. Effect of flooding sequence and salinity on swelling

Figure 7

Figure 4. An example of clay swelling (DW at 100°C): (left) initial condition and (right) expansion after 1 day. Units are millimeters.

Figure 8

Figure 5. Clay swelling index at various temperatures and salinities.

Figure 9

Figure 6. Clay expansions at various temperatures and salinities.

Figure 10

Figure 7. Clay swelling index at elevated salinities to estimate the CSC values.

Figure 11

Figure 8. Change of CSC with temperature.

Figure 12

Figure 9. Estimation of CFR: (a) pressure drop vs flow rate at 25°C; (b) pressure drop vs flow rate at 100°C; (c) pressure drop vs flow rate at 150°C; (d) CFR at various temperatures and salinities.

Figure 13

Figure 10. Temperature effect on the change in pressure drop at fixed salinities.

Figure 14

Table 5. Calculated permeability values at various salinities and temperatures due to clay swelling

Figure 15

Figure 11. The proportion of permeability damage at various temperatures and salinities.

Figure 16

Figure 12. Clay swelling at various temperatures and salinities by static (s) and dynamic (d) tests.