Mixing Rules for Optimum Phase-Behavior Formulations of Surfactant/Oil/Water Systems

1979 ◽  
Vol 19 (05) ◽  
pp. 271-278 ◽  
Author(s):  
J.L. Salager ◽  
M. Bourrel ◽  
R.S. Schechter ◽  
W.H. Wade

Abstract Many formulations used in surfactant flooding involve blends of surfactants designed to glue the best oil-recovery efficiency. Because oil-recovery efficiency usually is presumed to relate closely to surfactant/brine/oil phase behavior, it is of interest to understand the effect of mixing surfactants or of mixing oils on this phase behavior.We show that a correlation defining optimal behavior as a function of salinity, alcohol type and concentration, temperature, WOR (water/oil ratio), and oil type can be extended to mixtures of sulfonated surfactants and to those of sulfonates with sulfates and of sulfonates with alkanoates, provided the proper mixing rules are observed. provided the proper mixing rules are observed. The mixing rules apply to some mixtures of anionic and nonionic surfactants, but not to all. These mixtures exhibit some properties that may be of practical interest, such as increased salinity and practical interest, such as increased salinity and temperature tolerance. Introduction Recent studies have shown that formulation of the surfactant/brine/oil system is a key factor governing the performance of microemulsions designed to recover residual oil. These studies demonstrate that all optimal formulations exhibit characteristic properties that are remarkably similar. In general, properties that are remarkably similar. In general, the optimal microemulsion can solubilize large quantities of oil and connate water; in the presence of excess quantities of oil and water, a third surfactant-rich middle phase is formed. The interfacial tensions (IFT's) between the excess phases and the surfactant-rich phase are both low - about 10 dyne/cm (10 mN/m). Given an oil/brine system from a particular reservoir, one can achieve this formulation by varying the surfactant or the cosurfactant. Different oils, brines, or temperatures require formulations correspondingly altered to maintain optimal conditions. Previous studies have shown that the three-phase region exists over a range of values when one parameter, such as cosurfactant concentration, parameter, such as cosurfactant concentration, salinity, temperature, etc., is varied systematically (often called a scan). Thus, some ambiguity may exist with regard to the selection of those parameters representing the optimal formulation. Clearly, the optimum is that which recovers the most oil. However, tests are laborious, difficult to reproduce precisely, and sensitive to other factors, such as precisely, and sensitive to other factors, such as mobility, surfactant retention, wettability, etc. Therefore, it is desirable to impose an alternative definition that can be used for screening, though the final design still is dictated by core floods.Healy and Reeds have shown that the optimal formulation for oil recovery closely corresponds to that for which the IFT's between the excess oil and water phases and the surfactant-rich phase are equal. An almost equivalent criterion also was shown to be that point in the three-phase region for which the volume of oil solubilized into the middle phase equals the volume of brine. Furthermore, Salager et al. have used still another criterion that seems to be essentially equivalent to those used by Healy and Reed - an optimal salinity is defined as the midpoint of the salinity range for which the system exhibits three phases.These criteria are useful because they permit the screening of microemulsion systems using simple laboratory tests. SPEJ P. 271

1981 ◽  
Vol 21 (05) ◽  
pp. 581-592 ◽  
Author(s):  
Creed E. Blevins ◽  
G. Paul Willhite ◽  
Michael J. Michnick

Abstract The three-phase region of the Witco TRS 10-80 sulfonate/nonane/isopropanol (IPA)/2.7% brine system was investigated in detail. A method is described to locate phase boundaries on pseudoternary diagrams, which are slices of the tetrahedron used to display phase boundaries of the four-component system.The three-phase region is wedge-like in shape extending from near the hydrocarbon apex to a point near 20% alcohol on the brine/alcohol edge of the tetrahedron. It was found to be triangular in cross section on pseudoternary diagrams of constant brine content, with its base toward the nonane/brine/IPA face. The apex of the three-phase region is a curved line where the M, H + M, and M + W regions meet. On this line, the microemulsion (M*) is saturated with hydrocarbon, brine, and alcohol for a particular sulfonate content. A H + M region exists above the three-phase region, and an M + W region exists below it.Relationships were found between the alcohol concentration of the middle phase and the sulfonate/alcohol and sulfonate/hydrocarbon ratios in the middle phase. These correlations define the curve that represents the locus of saturated microemulsions in the quaternary phase diagram. Alcohol contents of excess oil and brine phases also were correlated with alcohol in the middle phase.Pseudoternary diagrams for sulfonates are presented to provide insight into the evolution of the three-phase region with salinity. Surfactants include Mahogany AA, Phillips 51918, Suntech V, and Stepan Petrostep(TM) 500. Differences between phase diagrams follow trends inferred from comparisons of equivalent weights, mono-/disulfonate content, optimal salinity, and EPACNUS values. Introduction The displacement of oil from a porous rock by microemulsions is a complex process. As the microemulsion flows through the rock, it mixes with and/or solubilizes oil and water. The composition of the microemulsion is altered by adsorption of sulfonate, leading to expulsion of water and/or oil. Multiphase regions are encountered where phases may flow at different velocities depending on the fluid/rock interactions. Knowledge of phase behavior of microemulsion systems is required to understand the displacement mechanisms, to model process performance, and to select suitable compositions for injection.Microemulsions used in oil recovery processes consist of five components: oil, water, salt, surfactant (usually a petroleum sulfonate and a cosurfactant (usually an alcohol). Brine frequently is considered to be a pseudocomponent. When this assumption is valid, a microemulsion may be studied as a four-component system.Windsor developed a qualitative explanation and classification scheme for microemulsion phase behavior. Healy and Reed showed that Windsor's concepts were applicable to microemulsions used in oil recovery processes. Healy et al. introduced the concept of optimal salinity to define a particular characteristic of surfactant system. The optimal salinity for phase behavior was defined as the salinity where the middle phase of a three-phase system has equal solubility of oil and brine. They also found that optimal salinity determined in this manner was close to the salinity where the interfacial tension between the upper and middle phases was equal to the interfacial tension between the middle and lower phases.Salager et al. developed a correlation of optimal salinity data for a particular surfactant. SPEJ P. 581^


1982 ◽  
Vol 22 (06) ◽  
pp. 816-830 ◽  
Author(s):  
Gary A. Pope ◽  
Kerming Tsaur ◽  
Robert S. Schechter ◽  
Ben Wang

Abstract We made static measurements of the phase volumes of mixtures of surfactant, polymer, alcohol, water, oil, sodium chloride, and in some cases polymer additives. We also made a limited number of viscosity, phase concentration, and interfacial tension (IFT) measurements. The purpose was to determine systematically the effect of various polymers on the phase behavior of various surfactant formulations. We made measurements with and without oil (n-octane and n-octane/benzene mixtures) across a range of salinity appropriate to the particular surfactant at temperatures between 24 and 75 degrees C. Introduction The oil-free (i.e., no added oil) solutions showed a characteristic phase separation into an aqueous surfactant-rich phase and an aqueous polymer-rich phase at some sufficiently high salinity (NaCl concentration), which we call the critical electrolyte concentration (CEC). The CEC was found to be a characteristic of a given surfactant/alcohol combination that shifts with the solubility of the surfactant qualitatively the same way as does the optimal salinity: but the CEC was found independent of the polymer type, polymer concentration (between the 100- and 1,000-ppm limits investigated), and surfactant concentration. The CEC increases with increasing temperature for the anionic surfactants and decreases with increasing temperature for the nonionic surfactants. When oil was added to the mixtures, an entirely different pattern of phase behavior was observed. As salinity increases, the particular formulations form the typical sequence of lower-phase microemulsion and excess oil, middle-phase microemulsion. excess oil, and excess brine: and upper-phase microemulsion and excess brine. The sequence with polymer was precisely the same over most of the salinity range but deviated over a limited range of salinity; the three-phase region simply shifted a small distance to the left on the salinity scale. Also, and probably more significantly, some of the aqueous phases in the critical region of the shift (which is also just above oil-free CEC salinity) were found to be gel-like in nature. These apparently occur under conditions such that the polymer concentration in the excess brine of the three-phase systems becomes very high because almost all the polymer is always in the brine phase, even when the brine phase is very small. Thus an overall 1,000 ppm of polymer easily can be concentrated to 10,000 ppm or more. One of the most remarkable aspects of the phase behavior of the surfactant/polymer systems is that the same patterns are observed for all combinations of anionic and nonionic surfactants and polymers. Also, little difference was observed in the IFT values with and without polymer. The three-phase systems still exhibited ultralow IFT values. Obviously, significant differences did occur in the brine viscosities when polymer was added. The polymer-free mixtures were themselves quite viscous, however, and the viscosity of the oil-free surfactant-rich phases (above the CEC) was significantly higher when the phases were in equilibrium with a polymer-rich aqueous phase, even though they apparently contained almost no polymer. We found that the polymer-rich phases had normal viscosities, as judged by the same polymer in the same brine at the expected concentration, assuming all the polymer was in the polymer-rich phase. The effect of polymer on the systems with oil was to increase the viscosity of the water-rich phase only, with little effect on the microemulsion phase unless it was the water-rich phase. SPEJ P. 816^


1979 ◽  
Vol 19 (02) ◽  
pp. 107-115 ◽  
Author(s):  
J.L. Salager ◽  
J.C. Morgan ◽  
R.S. Schechter ◽  
W.H. Wade ◽  
E. Vasquez

Abstract A screening test used to help select surfactant systems potentially effective for oil recovery is to identify those formulations that yield middle-phase microemulsions when mixed with sufficient quantities of oil and brine. A correlation is presented to link these variables regarding their presented to link these variables regarding their contributions to middle-phase formation: structure of the sulfonated surfactant, alkane carbon number (ACN), and alcohol type and concentration. WOR and temperature effects are introduced as correction terms added to the empirical correlation.Sets of variables that give middle-phase microemulsions are shown as identical to those defining the low tension state without observable middle phases. This generally occurs for low surfactant phases. This generally occurs for low surfactant concentrations. Introduction Healy and Reed and Healy et al. have shown that the phase behavior of surfactant/brine/oil systems is a key factor in interpreting the performance of oil recovery by microemulsion performance of oil recovery by microemulsion processes. By systematically varying salinity, processes. By systematically varying salinity, they found low interfacial tensions and high solubilization of both oil and water in the microemulsion phase to occur in or near the salinity ranges giving phase to occur in or near the salinity ranges giving three phases. Since both low interfacial tensions and a high degree of solubilization are considered desirable for oil recovery, the conditions for three-phase formation assume added importance. Similar conclusions have been reported in other recent papers.Several investigators have considered the effect of different variables on the range of salinities for which three phases form. This optimum salinity (a more precise definition is given in a subsequent section) has been found to decrease with increasing surfactant molecular weight, and to increase with increasing chain length of the alcohol cosurfactant. Studies on the effect of alcohols by Jones and Dreher and Salter provided results similar to those reported by Hsieh and Shah.The interfacial tension at surfactant concentrations low enough so that a discernible third phase does not form has been the subject of considerable phase does not form has been the subject of considerable investigation regarding surfactant molecular weight and structure, oil ACN, salinity and surfactant concentration, and alcohol addition. A recent paper was a first attempt to tie together the low paper was a first attempt to tie together the low tension state observed at low surfactant concentrations and the three-phase region observed at higher surfactant concentrations. All indications point to an inextricable intertwining of phase point to an inextricable intertwining of phase behavior, surfactant partitioning, solubilization, and low tensions. This paper corroborates the equivalence of three-phase behavior and minimum tension as criteria for optimum formulation and presents a correlation that quantifies the trends presents a correlation that quantifies the trends observed previously. EXPERIMENTAL Aqueous phases containing surfactant, electrolyte (NaCl), and alcohol were contacted with an oil phase by shaking and allowed to stand until phase phase by shaking and allowed to stand until phase volumes became time independent for 2 days. All concentrations are expressed in grams of chemical per cubic centimeter of aqueous phase (g/cm3) per cubic centimeter of aqueous phase (g/cm3) before contacting with the hydrocarbon phase. Unless otherwise noted, the oil phase represents 20% of the initial total volume. All measurements, unless otherwise noted, were conducted at room temperature (25 plus or minus 1 degrees C). SPEJ p. 107


1981 ◽  
Vol 21 (05) ◽  
pp. 573-580 ◽  
Author(s):  
J.H. Bae ◽  
C.B. Petrick

Abstract A sulfonate system composed of Stepan Petrostep TM 465, Petrostep 420, and 1-pentanol was investigated. The system was found to give ultralow interfacial tension against crude oil in a reasonable range of salinity and sulfonate concentrations. It also was found that sulfonate partitioned predominantly into the microemulsion phase. However, a significant amount also partitioned into water and, at high salinity, into the oil phase. On the other hand, the oil-soluble 1-pentanol partitioned mostly into oil and microemulsion phases.The interfacial tension between excess oil and water phases was ultralow, in the range of 10-3 mN/m. The tensions were close to and paralleled those between the middle and water phases. The trend remained the same even when the alcohol content changed. This means that in the salinity range that produces a three-phase region, below the optimal salinity, the water phase effectively displaces both oil and middle phases, even though the oil may not be displaced effectively by the middle phase. The implication is that, from an interfacial tension point of view, the oil recovery would be more favorable in the salinity range below the optimal salinity with the mixed petroleum sulfonate system used here. This was confirmed by oil recovery tests in Berea cores. It also was concluded that the change in viscosity upon microemulsion formation might have a significant influence on the surfactant flood performance. Introduction During a surfactant flood, the injected slug of surfactant solution undergoes complex changes as it traverses the reservoir. The surfactant solution is diluted by mixing with reservoir oil and brine and by depletion of surfactant due to retention. Also, the reservoir salinity rarely is the same as that of the injected solution. Moreover, there is chromatographic separation of sulfonate and cosurfactant.When phase equilibrium between oil, brine, and injected surfactant is reached in the front portion of the slug, a microemulsion phase is formed. This phase behavior and its importance in oil recovery have been the subject of numerous papers in recent years. The microemulsion phase formed in the reservoir contacts fresh reservoir brine and oil and undergoes further changes. All these changes are accompanied by property changes of the phases that affect oil recovery.The objective of this paper is to investigate the properties of a blend of commercial petroleum sulfonates and its behavior in different environments. The phase volume behavior and changes in the properties of different phases and their effects on oil recovery were studied. This work was done as part of the design of a surfactant process for a field application. Therefore, a crude oil was used as the hydrocarbon phase. Experimental Procedures A blend of Petrostep 465 and 420 from Stepan Chemical Co. was used as the surfactant. An equal weight of each sulfonate on a 100% active basis was mixed. 1-pentanol from Union Carbide Corp. was used as a cosurfactant. Unless otherwise stated, a 50g/kg sulfonate concentration was used in the solution. We used symbols to denote the formulation. The first number in the symbol indicates the 1-pentanol concentration; the last number indicates the NaCl concentration. Thus, 15 P 10 means that the solution consists of 50 g/kg sulfonate, 15 g/kg 1-pentanol, and 10 g/kg NaCl. The sulfonate blend first was mixed with alcohol, and then the required amount of NaCl brine was added to make the solution. SPEJ P. 573^


1983 ◽  
Vol 23 (02) ◽  
pp. 327-338 ◽  
Author(s):  
M. Bourrel ◽  
C. Chambu

Abstract The oil-recovery effectiveness of a chemical flood has been proved related to the phase behavior of the brine/oil/surfactant system. In particular, it is advantageous to formulate the system so that optimal threephase behavior is obtained. However, it also has been demonstrated that all the optimized systems are not equivalent in terms of solubilization. interfacial tensions (IFT's), and oil-recovery efficiency. This paper addresses the conditions that promote high solubilization in microemulsions, a property correlated to the values of the IFT and therefore correlated to the ability of such systems to displace the oil in porous media. When one formulation parameter is changed, another parameter must be varied at the same time for compensation to reoptimize the system. The mechanism of solubilization is investigated experimentally by considering the usual formulation parameters: salinity, oil type, alcohol type and concentration, and surfactant structure and type (anionics and nonionics). The results are interpreted in terms of interaction energies between surfactant, oil, and water. In particular, the role of the alcohol and its impact on the solubilization by amphiphilic systems are discussed in detail and interpreted. Moreover, the concepts developed in this paper explain the effect of the surfactant structure and therefore aid in the design of amphiphilic molecules exhibiting a high solubilizing power for given conditions of brine, temperature, etc. Introduction Mobilization and transport of residual oil by chemical-flooding processes involve various mechanisms that must be considered when formulating a surfactant slug, but, among them, it is well known that IFT's between phases play a major role. Reed and Healy have shown phases play a major role. Reed and Healy have shown that ultralow IFT's can be attained when a microemulsion phase (surfactant-rich phase, the so-called "middle phase (surfactant-rich phase, the so-called "middle phase") is in equilibrium simultaneously with an oil phase") is in equilibrium simultaneously with an oil phase and a water phase. They first have defined the phase and a water phase. They first have defined the concept of optimal salinity as being the point where the IFT's at the oil-middle phase and middle phase/water interfaces are equal. At that point, the volumes of oil and water solubilized in the middle phase generally are identical, although there is no theoretical basis for that. A correlation between the values of the quantities of oil and water solubilized in the middle phase and the values of the IFT's between the phases also has been found: the lower the tension, the higher the solubilization. Therefore, it appears judicious to start the screening procedure of surfactant systems for enhanced oil procedure of surfactant systems for enhanced oil recovery (EOR) by looking for the point where equal volumes of oil and water are solubilized in the surfactant phase of a three-phase system. During recent years, phase of a three-phase system. During recent years, much time has been devoted to discovering that point, and the rules for compensating changes in the formulation variables have been established for anionic and non-ionic surfactants. We must emphasize that, if we start from an optimized system and we change a formulation variable defining the system, the optimal state is lost, and another formulation variable must be changed to reach a new optimal state. All optimized systems are not equivalent, as shown in previous results, and consideration of the amount of previous results, and consideration of the amount of oil and water solubilized in such systems provides a criterion to compare them. In a previous paper, we carried out a systematic study of the effect of the formulation variables on the solubilization at optimum by anionic surfactants. Some results concerning nonionics have been presented recently presented recently. SPEJ p. 327


1982 ◽  
Vol 22 (05) ◽  
pp. 743-749 ◽  
Author(s):  
Alain Graciaa ◽  
Lester N. Fortney ◽  
Robert S. Schechter ◽  
William H. Wade ◽  
Seang Yiv

Abstract The phase behavior of nonionic surfactants having the same hydrophilic/lipophilic balance (HLB) but differing molecular weights has been studied. It is shown that the optimal alkane carbon number (ACN) depends on the HLB, but that increasing the hydrophobe molecular weight narrows the middle phase region, increases the solubilization parameter, and decreases the interfacial tension (IFT). We found that the width of the three-phase region is in simple inverse proportion to the solubilization parameter at optimal salinity and that the multiple of IFT times the square of the solubilization is a constant. We also found it possible to synthesize nonionics that rival anionics in the properties mentioned above. Introduction There is increasing evidence that the phase behavior of surfactant/oil/brine systems and the efficiency of oil recovery with micellar solutions are connected intimately. For instance, laboratory core floods have shown that surfactant systems exhibit maximum oil recovery at the optimal salinity. The concept of optimal salinity, introduced by Healy and Reed, is especially useful because it pen-nits screening of surfactant systems by relatively simple experiments requiring the observation of the number and the types of phases that coexist at equilibrium when surfactant/oil/brine mixtures are blended. Optimal salinity, defined as that middle-phase microemulsion system containing equal volumes of oil and water, is not difficult to determine, and, thus, conditions for the most efficient surfactant system can be established. It is now well known that many different surfactant systems have the same optimal salinity. Further, it generally has been assumed, but not definitely established by laboratory experiments that the preferred surfactant system, selected from a group of systems having the same optimal salinity, will be that which solubilizes the largest volume of oil and brine per unit mass of surfactant. We do not necessarily subscribe to this simple view. since there are many factors other than solubilization (such as surfactatant retention) that may influence oil recovery efficiency however, all other factors being equal, it is reasonable to attempt to maximize solubilization, especially because it has been found synonymous with minimal IFT's-an equally important factor governing effectiveness of oil recovery. This paper seeks to identify some surfactant structural features that will lead to increased solubilization and decreased IFT. We have addressed this important question in past publications but have met with only limited success. The difficulty has been that changing the surfactant structure dictates that a second corresponding change be made so that the resulting system would remain optimal. For instance, one can increase the length of the hydrocarbon tail of the surfactant molecule and at the same time compensate for this change either by decreasing the amount of hydrophobic alcohol added to the system or by decreasing the salinity of the system. The results obtained in this manner have remained difficult to interpret because all changes can and most often do alter the solubilization of oil and water in the middle-phase microemulsion. Therefore, it was not possible to separate that pan of the resulting solubilization change caused strictly by the modification of the surfactant structure. In the study discussed here, we made compensating changes in the surfactant structure, keeping all other variables fixed. For nonionic surfactants, compensating changes can be made in several ways. SPEJ P. 743^


Author(s):  
Md. Hamidul Kabir ◽  
Ravshan Makhkamov ◽  
Shaila Kabir

The solution properties and phase behavior of ammonium hexylene octyl succinate (HOS) was investigated in water and water-oil system. The critical micelle concentration (CMC) of HOS is lower than that of anionic surfactants having same carbon number in the lipophilic part. The phase diagrams of a water/ HOS system and water/ HOS/ C10EO8/ dodecane system were also constructed. Above critical micelle concentration, the surfactant forms a normal micellar solution (Wm) at a low surfactant concentration whereas a lamellar liquid crystalline phase (La) dominates over a wide region through the formation of a two-phase region (La+W) in the binary system. The lamellar phase is arranged in the form of a biocompatible vesicle which is very significant for the drug delivery system. The surfactant tends to be hydrophilic when it is mixed with C10EO8 and a middle-phase microemulsion (D) is appeared in the water-surfactant-dodecane system where both the water and oil soluble drug ingredient can be incorporated in the form of a dispersion. Hence, mixing can tune the hydrophile-lipophile properties of the surfactant. Key words: Ammonium hexylene octyl succinate, mixed surfactant, lamellar liquid crystal, middle-phase microemulsion. Dhaka Univ. J. Pharm. Sci. Vol.3(1-2) 2004 The full text is of this article is available at the Dhaka Univ. J. Pharm. Sci. website


SPE Journal ◽  
2018 ◽  
Vol 23 (02) ◽  
pp. 550-566 ◽  
Author(s):  
Soumyadeep Ghosh ◽  
Russell T. Johns

Summary Reservoir crudes often contain acidic components (primarily naphthenic acids), which undergo neutralization to form soaps in the presence of alkali. The generated soaps perform synergistically with injected synthetic surfactants to mobilize waterflood residual oil in what is termed alkali/surfactant/polymer (ASP) flooding. The two main advantages of using alkali in enhanced oil recovery (EOR) are to lower cost by injecting a lesser amount of expensive synthetic surfactant and to reduce adsorption of the surfactant on the mineral surfaces. The addition of alkali, however, complicates the measurement and prediction of the microemulsion phase behavior that forms with acidic crudes. For a robust chemical-flood design, a comprehensive understanding of the microemulsion phase behavior in such processes is critical. Chemical-flooding simulators currently use Hand's method to fit a limited amount of measured data, but that approach likely does not adequately predict the phase behavior outside the range of the measured data. In this paper, we present a novel and practical alternative. In this paper, we extend a dimensionless equation of state (EOS) (Ghosh and Johns 2016b) to model ASP phase behavior for potential use in reservoir simulators. We use an empirical equation to calculate the acid-distribution coefficient from the molecular structure of the soap. Key phase-behavior parameters such as optimum salinities and optimum solubilization ratios are calculated from soap-mole-fraction-weighted equations. The model is tuned to data from phase-behavior experiments with real crudes to demonstrate the procedure. We also examine the ability of the new model to predict fish plots and activity charts that show the evolution of the three-phase region. The predictions of the model are in good agreement with measured data.


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