interfacial rheology in reservoir
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Journal of Petroleum Science and Engineering 39 (2003) 137–158
The role of interfacial rheology in reservoir mixed wettability
E.M. Freer, T. Svitova, C.J. Radke*
Chemical Engineering Department, University of California at Berkeley, Berkeley, CA 94720-1462, USA
Received 18 March 2002; accepted 29 September 2002
Abstract
Since the early 1950s, industrial researchers have recognized that asphaltenic crude oil/water interfaces form so-called ‘‘rigid
skins’’. This work emphasizes the role that such oil/water interfacial microstructures play in establishing the mixed-wet state of
reservoirs. We utilize a new oscillating-drop dynamic tensiometer that sinusoidally and infinitesimally expands and contracts a
crude-oil droplet immersed in brine at a fixed frequency and measures the resulting dynamic interfacial stress from image
analysis and axisymmetric drop-shape analysis. Linear viscoelastic theory permits evaluation of the dilatational interfacial
elastic storage and viscous loss moduli. We find that for two crude oils, designated as Crude AS and Crude AH, immersed in
synthetic sea water, the interface behaves primarily elastically and that the more asphaltenic the oil the stronger is the interfacial
elasticity. Moreover, interfacial elasticity grows slowly in time over days and is clearly manifest even when ‘‘rigid skins’’ are
not visible to the eye. Apparently, macroscopic, networked asphaltenic structures slowly evolve in time at the interface.
Advancing and receding contact angles are also measured on smooth mica surfaces for the same crude oil/brine systems. We
find that water advancing and receding contact angles when measured within hours are about equal (i.e., there is little
hysteresis). However, aging of the drop over days dramatically alters the subsequent advancing and receding contact angles.
Water receding angles grow somewhat in time, but the corresponding advancing angles increase over days towards 180j or
towards complete pinning. Interestingly, the advancing contact angles for both crude oils do not depend on whether the drop is
aged in the brine or in contact with the mica surface. Also, the measured, receding contact angles for both crude oils are much
higher than those commonly assumed in the literature. Fascinatingly, aging kinetics of the contact angles correlates directly with
the aging of interfacial elasticities and interfacial tensions. Based on in situ AFM studies of the asphaltene-coated mica surfaces,
we explain why this happens. Upon rupture of the protective water film and adhesion of the oil droplet to the mica substrate, the
surface underneath the oil droplet is pockmarked with water-wet patches in a Dalmatian microwetting pattern. To our
knowledge the crucial role of oil/water interface aging in controlling wettability changes has not previously been recognized.
Finally, by sketching various primary drainage and imbibition pore-level events, we emphasize the importance of the observed
changes in contact angles towards the evolution of mixed-wet oil reservoirs.
D 2003 Elsevier Science B.V. All rights reserved.
Keywords: Crude oil/brine interfaces; Dilatational surface rheology; Advancing and receding contact angles; Mica surface; Asphaltene deposits;
Atomic force microscopy; Mixed wettability
0920-4105/03/$ - see front matter D 2003 Elsevier Science B.V. All right
doi:10.1016/S0920-4105(03)00045-7
* Corresponding author. Tel.: +1-510-642-5204; fax: +1-510-
642-4778.
E-mail address: [email protected] (C.J. Radke).
1. Introduction
In 1973, Salathiel (1973) demonstrated that water-
flooding of crude oils from reservoir cores reached
s reserved.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158138
very low oil saturations, but after many pore volumes
of water throughput. For the proposed recovery mech-
anism, Salathiel (1973) pictured interconnected oil
seeping along pore walls dragged by water flow. He
termed the wettability of the core as mixed, whereby
portions of the reservoir rock are oil wet and others
water wet, but each is continuous in the pore space.
Although low water saturations exacerbated mixed
wettability, asphaltenic oils were a prerequisite.
Waterflooding of clean or de-asphalted crude oils
yielded water-wet cores with normal high residual
oil saturations. Since most crude oils contain asphal-
tene components, understanding the mixed-wet reser-
voir state is paramount. Accordingly, much effort has
been directed towards elucidating both the chemical
and physical origins of mixed wettability, particularly
the work of Melrose (1982) and Morrow et al.
(Buckley et al., 1989; Jia et al., 1991; Ma et al.,
1996; Yildiz et al., 1999; Zhou et al., 2000) and
Buckley (1993, 2001; Buckley and Liu, 1998).
Based on this body of knowledge, Kovscek et al.
(1993) outlined a pore-level scenario of how mixed
wettability might evolve in a nascent reservoir. These
authors added two important features to the original
insights of Salathiel: pore corners and rupture of
protective water films. Kovscek et al. (1993) argued
that upon initial invasion of oil into a water-filled
pore, thin water films separate the oil from the pore
walls. The stability of the water cushions arises from
repulsive forces in the thin films called disjoining
pressures. The water films remain stable as long as the
capillary pressure in the porous medium does not
Fig. 1. Deposition of asphaltene film on mineral surface (b) after ruptu
exaggerated in size.
exceed a maximum value, Pcmax (Basu and Sharma,
1996; Kovscek et al., 1993). A great deal of effort has
now been directed to water-film stability, especially
using the so-called ‘‘adhesion’’ test (Buckley et al.,
1997; Liu and Buckley, 1996, 1999; Milter, 1996;
Morrow, 1990), although there has been at least one
attempt to measure directly the maximum capillary
pressure or equivalently the rupture disjoining pres-
sure directly (Basu and Sharma, 1996).
As oil migrates into a reservoir, the capillary
pressure eventually rises to Pcmax, and the protective
water films rupture. In this case, the oil is defined to
be ‘‘adhered’’ to the surface. According to the picture
of Kovscek et al. (1993) the walls of the pores where
the thin films break become oil wet, whereas the
corners of the pores are water filled and remain water
wet. Mixed wettability, as defined by Salathiel (1973),
evolves in this manner. The pore-level scenario of
Kovscek et al. (1993) correctly predicts realistic
capillary-pressure curves in mixed-wet rock using a
bundle of star-shaped capillaries. More recently, the
underlying framework of Kovscek et al. (1993) is
adopted in a number of detailed network simulators to
predict very successfully two- and three-phase capil-
lary pressures and relative permeabilities and electri-
cal resistivity indices (Blunt, 1998, 2001; Man and
Jing, 1999, 2000; Oren et al., 1998).
Unfortunately, there are several deficiencies in the
original picture of Kovscek et al. (1993). First, these
authors did not consider carefully how the pore walls
become oil wet upon rupture of the protective water
films. Fig. 1, taken from the study of Kaminsky and
re of the protective water film in (a). Trapped water pockets are
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 139
Radke (1997), focuses attention on this issue. Fig. 1a
accentuates the region near the pore wall early in the
drainage process when the thin water layer is present.
In this schematic, various proposed asphaltenic spe-
cies are pictured in the oil phase (Agrawala and
Yarranton, 2001; Murgich et al., 1999; Stausz et al.,
2002). Agreement on exactly what these species are
and how they complex in the bulk oil phase remains
elusive. Even more complicated is how the asphaltene
components configure at the oil/brine interface. Since
the early work of Bartell and Neiderhauser (1949) and
others (Kimbler et al., 1966; Reisberg and Doscher,
1956; Strassner, 1968), interfacial films have been
noted at the asphaltenic crude oil/water interface, such
that upon retraction of an oil droplet in water, wrinkled
skins are visible. Simple reversible adsorption at the
oil/water interface of the smaller and more polar of the
asphaltenic components is an unlikely explanation.
More likely, the interfacial region consists of an
irreversibly congealed, macroscopic film instead of a
reversibly adsorbed monolayer of amphipathic surfac-
tant molecules. Indeed, Neustadter et al. (1979) and
Mohammed et al. (1993) demonstrate that crude oil/
water interfaces, especially those from asphaltenic oils,
exhibit substantial elastic mechanical strength. Among
others, this is one reason why crude oil/water emul-
sions can be difficult to break (McLean and Kilpa-
trick, 1997a,b; Strassner, 1968).
Fig. 1a diagrams the smaller, more polar compo-
nents from the oil phase adsorbed onto the rock
surface. Kaminsky and Radke (1997) argue that
components in the oil phase with even a miniscule
amount of water solubility can readily diffuse through
the water layer to adsorb at the solid surface on
laboratory time scales. Thus, water cushions between
the oil and the rock do not protect against solute
adsorption from the water phase. Since rock surface
adsorption of water-solubilized polar-oil species is
permitted on all surfaces of a pore, any subsequent
wettability alteration must occur homogeneously.
Accordingly, the type of heterogeneous mixed wett-
ability envisioned by Salathiel is precluded.
Altenatively, Fig. 1b illustrates the wettability–
alteration process after water-film rupture. The asphal-
tenic interfacial film, initially confined to the oil/water
interface, now deposits directly onto the rock surface
(Reisberg and Doscher, 1956). It is this asphaltenic
deposit or coating that apparently leads to the alter-
ation of wettability where the thin water films rupture
and no where else along the pore wall (Kaminsky and
Radke, 1997; Salathiel, 1973). During the deposition
process, some water is inevitably trapped in the
asphaltene coating yielding a dalmation pattern of
water patches on the solid surface (Kaminsky et al.,
1994). During aging, some of this trapped water may
migrate from the surface deposit (Liu and Buckley,
1996).
It follows from Fig. 1b that the coherent asphal-
tene-rich film born at the crude oil/water interface
controls, in large part, the resulting oil-wetting behav-
ior of the subsequently asphaltene-coated solid sur-
face. In this paper, we investigate the mechanical and,
in particular, the aging behavior of the crude oil/water
interface and its impact on wettability alteration of the
rock surface.
A second and major deficiency of the Kovscek et
al. (1993) theory of mixed wettability is the imposi-
tion of a zero water receding contact angle of the
three-phase contact line after film rupture in Fig. 1b
and complete pinning of the advancing oil/water
interface on the solid surface (i.e., a water advancing
contact angle of 180j). In actuality, after breakage of
water films, a range of receding and advancing con-
tact angles is expected for various crude oils in
different mineral-content and permeability reservoirs,
rather than one asymptotic case. Commonly, water
receding angles are small, usually less than 30j (Ma et
al., 1996; Yang et al., 2002). However, we show later
that, when appropriately measured with aged interfa-
ces, water receding angles for adhered oil range well
beyond 30j.Values of advancing (hA) and receding (hR) contact
angles dramatically control drainage and imbibition
pore-level events, thereby dictating oil-recovery
behavior. This point is amplified in the detailed
discussion in Appendix A where various primary
drainage and imbibition pore-level events are catego-
rized, depending on the values of hA and hR after oil
adhesion. Fascinatingly, different events occur beyond
those enunciated by Kovscek et al. (1993) and Ma et
al. (1996), depending on the receding and advancing
contact angles that the oil/water interface makes with
the pore surface and on the morphology of the pore
cross section. Hence, understanding mixed wettability
of oil reservoirs demands investigation of what con-
trols advancing and receding contact angles for
Table 1
Properties of crude oils
Property Crude AS Crude AH
API gravity 22.2 24.1
Sulfur (wt.%) 0.52 0.75
Nitrogen (ppm) 4306 4806
Acid number (mg KOH/g) 1.75 1.25
Kinematic viscosity at 40 jC (cSt) 37.3 38
Saturates (wt.%) 49.7 37.5
Aromatics (wt.%) 23.7 34.3
Resins (wt.%) 24 24.3
Asphaltenes, n-C7 insoluble (wt.%) 2.6 3.9
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158140
asphaltenic crude oils after adhesion of the oil to the
solid surface. This is a second goal of the present
work. Thus, as opposed to others, we exclusively
study contact angles after oil adhesion. We do not
focus primarily on water-film rupture and adhesion
physics. Both crude oils in this study exhibit adher-
ence.
We attempt, as far as possible, measurements of
water advancing and receding angles reflective of
reservoir processes. Mica is chosen as the solid sur-
face because it is an alumino-silicate mineral and
because it is smooth permitting optical visualization
of the contact angles (Liu and Buckley, 1999; Yang et
al., 1999). The brine is simulated sea water (SSW)
containing both calcium and magnesium hardness.
Images from in situ atomic force microscopy (AFM)
permit study of the deposited asphaltene coatings and
their changes during aging. Due to the strong role that
oil/water interfacial skins are expected to play in
wettability alteration, we also measure dynamic inter-
facial tensions and, for the first time, the dilatational
elastic and viscous moduli of the crude oil/water
interface.
Formation of rigid skins at the oil/water interface
with significant mechanical strength demands inter-
connection of and growth into large-scale network
structures. Such structures are expected to evolve
slowly. Therefore, in this study, we also focus on
aging of both the oil/water interface and the asphal-
tene-coated solid surface.
2. Experiment
2.1. Materials
Two different crude oils, designated as Crude AS
and Crude AH, are used in the experiments. Their
physical properties are listed in Table 1, as determined
by ChevronTexaco Exploration Production. Resin
contents of both crude oils are about the same, but
Crude AH contains significantly more asphaltenes in
comparison to Crude AS. Remaining properties vary
somewhat between the two oils.
Simulated-sea-water (SSW) brine solutions are
made with distilled water further purified using a
Milli-Q filtration unit (greater than 18.2 MV cm re-
sistivity). A liter of synthetic brine contains 24.0047 g
of NaCl, 1.4673 g of both CaCl2 (2H2O) and MgCl2(6H2O), 3.9163 g of Na2SO4, and 0.0382 g of
NaHCO3 (Liu and Buckley, 1996). All salts are from
J.T. Baker Chemical (Phillipsburg, NY) and are of
analytic grade. They are used as received. The pH of
the prepared synthetic brine is 8.0F 0.1. All brine
solutions are pre-contacted with the oil in a 6:1 volume
ratio for at least 8 h to permit equilibration of the brine
with the crude oils. The pH of the oil-equilibrated SSW
brine remains close to 8. In all experiments described
below, the SSW brine is always pre-equilibrated with
the crude oil under study.
Pure muscovite mica from Ted Pella (Redding,
CA) serves as the solid substrate. For each experi-
ment, it is freshly cleaved from the supplied sample
using scotch tape and cut into 10� 20 mm rectangular
slides. The mica slides are then equilibrated with the
aqueous phase (that has been previously equilibrated
with oil) for at least 3 h before any contact-angle or
atomic-force-microscopy (AFM) studies. All experi-
ments are performed at ambient temperature.
2.2. Interfacial tension
To determine the dynamic interfacial tension of
the crude oil/water interface we use pendant-drop
tensiometry, with the less dense oil drop formed
upwards at the tip of a U-bent stainless-steel needle
(3.2 mm in diameter) immersed in the aqueous
brine. The homebuilt apparatus combines both the
interfacial tension and interfacial rheology measure-
ments, as illustrated in Fig. 2. The imaging system
includes a video camera manufactured by Rame-
Hart, a Cole-Parmer fiber-optic illuminator, and two
polarizers. The polarizers eliminate stray light
reflections and also permit fine tuning of the light
Fig. 2. Oscillatory pendant-drop tensiometer.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 141
intensity. Positions of the camera, sample holder,
and drop-dispensing capillary are adjustable in three
directions by means of multi-movement Oriel
Instruments translation stages. Likewise, fine posi-
tioning of the optical glass cell (HellmaR Model
700.00) is obtained using an Oriel Instruments
vertical and horizontal translation stage. The optical
cell is filled with 30 ml of brine and covered with
a 5-ml layer of the crude oil under study to
maintain saturation of the water phase with any
soluble oil components. The cell is sealed with a
TeflonR lid to prevent water evaporation and com-
positional changes of the oil phase. The entire
apparatus is mounted on a pressurized vibration
isolation table from Newport (Model VW-3046-
OPT-2).
After forming a fresh oil drop at the needle tip, the
dynamic tension is followed in time using axisym-
metric drop-shape analysis (Rusanov and Prokhorov,
1996). Image acquisition and regression of the inter-
facial tension is performed with commercially avail-
able Dropimagen software by fitting the Laplace
equation to the drop shape. Dropimagen software
also controls an automatic pipetting system (manufac-
tured by Rame-Hart) that maintains constant drop
volume for the very long time periods (3 days) over
which dynamic tensions are measured. Typical pre-
cision in tension is F 1%.
2.3. Interfacial rheology
Simple visual observation of rigid skins when
brine-immersed crude oil droplets are retracted pro-
vides no quantitative information on their strength.
Hence, we measure the surface dilatational storage
modulus, EV, and the surface dilatational loss modulus,
EW by subjecting the oil/water interface to an infin-
itesimal periodic expansion and contraction. The sur-
face dilatational modulus is defined as
E ¼ drdlnA
¼ EVþ iEW ð1Þ
where A is the oil-drop interfacial area and r is the oil/
water interfacial stress. Since the drop area periodi-
cally oscillates, the dilatational modulus exhibits two
contributions: an elastic part accounting for the recov-
erable energy stored in the interface (storage modulus,
EV) and the dissipative part accounting for energy lost
through relaxation processes (loss modulus, EW). Theinterfacial storage and loss moduli correspond to the
real and imaginary components of the dilatational
modulus (Edwards et al., 1991).
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158142
In this work, we apply a periodic strain by differ-
entially oscillating the drop area, and we measure the
periodic stress response using pendant-drop tensiom-
etry and axisymmetric drop-shape analysis. Since the
drop oscillates, the resulting transient Laplace shapes
measure the interfacial stress which includes both
isotropic (interfacial tension) and viscous contribu-
tions (Edwards et al., 1991). For sinusoidal variations
in drop surface area at a given oscillation frequency,
EVand EW are independently determined from the fol-
lowing relations (Tschoegl, 1989):
EV¼ DrAo
DAcosu ð2Þ
and
EW¼ DrAo
DAsinu ð3Þ
where Dr is the amplitude of periodic interfacial-
stress variation, Ao is the unperturbed interfacial area
of the drop, DA is the amplitude of periodic interfacial
area variation, and u is the phase angle between the
periodic stress and strain curves. Results for a typical
drop-oscillation experiment are shown in Fig. 3 for
Crude AH at an oscillation frequency of x/2p = 0.025
Hz. Experimental data for the measured surface area
and interfacial stress are shown as circles and trian-
gles, respectively. To determine the surface storage
and loss moduli from Eqs. (2) and (3) above, the
Fig. 3. Stress response (interfacial stress) to oscillatory strain
(surface area) for Crude AH in SSW at x/2p = 0.025 Hz.
surface area and interfacial stress are fit to the follow-
ing functions
A ¼ Ao þ DAsinxt ð4Þ
and
r ¼ ro þ Drsinðxt þ uÞ ð5Þ
where the unknown parameters ro, Dr, Ao, DA, and uare regressed using a least squares method. Fits of
Eqs. (4) and (5) are shown in Fig. 3 as solid and
dashed lines, respectively. Once the fitting procedure
is complete, the surface storage and loss moduli
follow from Eqs. (2) and (3). Miller et al. (1996)
provide a comprehensive review of oscillatory pend-
ant-drop tensiometry.
Modification of the pendant-drop tensiometer in
Fig. 2 enables sinusoidal variations in the drop surface
area. Oscillation hardware consists of a 50-ml Ham-
ilton gas-tight syringe (Model 1050) mechanically
coupled to a linear piezoelectric actuator manufac-
tured by Physik Instrumente (Model P-840.3). Actua-
tor motion is forced using a Hewlett-Packard function
generator (Model 3325A) that is computer controlled
with National Instruments LabView software. The
piezoelectric actuator is capable of subnanometer
resolution ensuring the smoothest possible drop-vol-
ume oscillation.
Similar to the dynamic-tension measurements
above, surface rheological behavior is followed over
long time frames. To avoid continually oscillating the
drops for such long times, fresh drops are formed for
each experiment and aged for the desired amount of
time prior to imposing periodic oscillation. Eqs. (2)
and (3) demand small strains so that the interface lies
in the linear viscoelastic regime. We set DA/Ao at
2.5%, since above a relative strain of about 4.0%,
nonlinear effects are seen. Below this value, we find
that the surface dilatational moduli are independent of
strain. In order to maintain a Laplacian shape for the
oscillating drop, we restrict attention to drops that are
not highly viscous (Wong et al., 1998).
2.4. Contact angles
A second homebuilt apparatus is used to measure
the advancing and receding contact angles, as illus-
trated in Fig. 4. This apparatus is also mounted on a
Fig. 4. Contact-angle apparatus.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 143
pressurized vibration isolation table from Newport
(Model VH-3036-OPT), and the video-system
includes a Pulnix video camera, a Cole-Parmer
fiber-optic light source, and two polarizers (see
description of the tensiometer above). The positions
of the camera, sample holder, and drop dispenser
(Gilmont micro syringe with a U-bent stainless steel
needle of 0.5 mm diameter) are adjustable in three
directions by means of multi-movement optical
stages. The position of the 100-ml optical glass cell,
filled with the aqueous phase, is also adjustable by
movement of a support plate attached to an optical
support column. A 90j-bent glass rod serves as the
solid-substrate holder. Mica slides are attached to the
flattened end of the bent glass rod by melted Paraffin,
and the rod is then adjusted to fix the mica slide in the
horizontal plane. A drop of oil, usually 1–3 mm3 in
volume, is formed underneath the water-immersed
mica slide and then is slowly brought into a contact
with the solid substrate by the syringe needle. Drop
images are captured by an IMAQ frame-grabber and
interpreted by an in-house software program (virtual
instrument, VI) written in LabView (National Instru-
ments). The VI determines drop edge coordinates,
drop height, diameter of the drop-solid contact, and
left, right, and average contact angles with a max-
imum speed of eight measurements per second. 2nd
order polynomial fitting of 25–50 points nearest to
the drop edges are used to calculate the contact angles.
To check for consistency, a commercial sub-VI pro-
vided by National Instruments is also used for contact-
angle determination. Agreement between the two
angle determinations is always within F 2j. For some
systems, we compare contact-angle measurements
made using our homebuilt setup with those from a
Kruss DSA-10 apparatus. Good agreement is found
for angles less than 90j (F 0.5j) and reasonable
agreement for angles greater than 90j (F 3j). All
contact angles in this work are measured through the
water phase.
Two types of contact angles are measured. While
on the syringe capillary, the oil droplet is brought into
contact with the mica surface and then slowly
increased in volume until the contact line moves
outward. This gives the water receded contact angle.
After this, the oil droplet is decreased in volume until
the contact line now moves inward. This exercise
yields the water advanced contact angle. Extreme care
must be taken to change the oil-drop volume very
slowly to avoid influence of viscous forces on the
contact angle. We use flow rates in the syringe of less
than 0.2 mm3/min. Advanced and receded angles are
studied as function of aging both of the oil/water
interface and of the oil droplet adhered to the solid. In
addition, we report some measurements of relaxing
water advanced contact angles. Here, after initial oil-
Fig. 5. Dynamic interfacial tension of Crude AH and AS.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158144
drop attachment and expansion on the mica surface,
the drop is left to age for a specified period. Oil is then
withdrawn through the syringe needle until an oil
neck forms and ruptures. The resulting remnant drop
is allowed to self relax as a function of time. We
designate this contact angle as a secondary-relaxed
advancing angle.
2.5. Atomic force microscopy
Morphology of the surface of clean and asphaltene-
coated mica substrates is studied using AFM. For in
situ AFM imaging, a Digital Instruments (DI) Mutli-
Mode SPM Nanoscope II is used in the tapping mode.
This mode is convenient for adsorption-layer studies,
giving stable and reproducible images (Svitova et al.,
2001). Probes are oxide-sharpened silicon-nitride can-
tilevers (Model NP-S) with nominal spring constants
of 0.3 N/m. All studies are performed in the aqueous
medium at ambient temperature using the fluid cell
supplied by DI. Besides common flattening along
scan lines, no other image filtering is performed. Scan
rate is usually 1–1.5 Hz, and the driving frequency is
in the range of 30–130 kHz.
The mica slides, prepared as above, are immersed
into the oil-saturated aqueous brine for equilibration
with the solid surface. A large (0.5 ml) oil drop is
carefully attached to a pre-marked area on the brine-
immersed mica surface, aged on the surface for a
desired period of time, and then slowly retracted (at
less than 1 mm3/min) until the oil column breaks from
the capillary tip leaving a remnant oil patch on the
mica surface. With the mica slide still immersed in the
aqueous brine, excess oil is removed from the asphal-
tene surface deposit by ultrasonication under constant
refreshing of the aqueous phase with distilled/deion-
ized water. During mica sample preparation for sub-
sequent AFM, we take special precautions not to
move the mica slide through the water/air interface,
thus avoiding deposition of a thin oil film that may
have previously spread on the water surface. We
choose not to wash the remnant oil left on the mica
surface with any solvents (Buckley et al., 1997; Lord
and Buckley, 2002; Xie and Morrow, 1998; Yang et
al., 1999), as this process likely alters the morphology
of the asphaltenic coating. AFM images are taken
inside and close to the border of oil-drop/mica contact
area. We assert that this sample-preparation method
provides an adequate picture of a natural oil-retraction
event.
3. Results and discussion
3.1. Interfacial tensions
Fig. 5 reports the dynamic interfacial tensions, c(t),on a semi-logarithmic scale for the two crude oils
immersed in the oil-equilibrated SSW. A significant
difference in the tension lowering is evident with
Crude AS providing more tension reduction than
Crude AH. Another important feature of Fig. 5 is
the significant aging of the two oil/water interfaces.
Crude AS apparently achieves a nominally steady
tension value after about 3–4 h, whereas the Crude
AH tension continues to fall for up to 3 days, at which
time a finite slope remains but the experiment was
terminated. When the oil-equilibrated brine in Fig. 5 is
replaced by fresh brine not contacted by oil, no rise in
tension is evidenced. Hence, the material causing
tension reduction in Fig. 5 does not desorb into the
aqueous phase. Surface-active species in Fig. 5 are
irreversibly attached to the oil/water interface, at least
with respect to exchange with the water phase. The
long time scales for tension lowering in Fig. 5 are
reminiscent of those of large molecular weight mol-
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 145
ecules that require long relaxation times for adsorption
and reconfiguration at interfaces (Beverung et al.,
1998; Munoz et al., 2000). Apparently, asphaltenes
and resins in the oil phase produce network surface
structures that slowly evolve at the oil/water interface.
If the oil droplet in Fig. 5 is retracted only slightly
for Crude AH, a rigid skin is clearly visible. However,
for the same retraction experiment, Crude AS does not
produce a visible film until the oil is almost completely
retracted into the capillary. This difference and the
difference in time scales for relaxation of the tension
for the two crude oils in Fig. 5 are surely due to the
larger asphaltene concentration for Crude AH (see
Table 1). The ability of Crude oil AS to lower tension
somewhat more effectively may be due to the relatively
large ratio of resin to asphaltene concentration. The
molecular mechanisms by which tension is lowered
when macroscopic skins form are not understood.
Indeed, tensions reported in Fig. 5 at the very long
times may not arise from molecular-scale phenomena,
but rather from a macroscopic elastic interphase that
obeys Laplace’s equation for drop shape.
3.2. Interfacial rheology
Fig. 6 displays the oil/water dilatational surface
moduli for the two crude oils as a function of time on
Fig. 6. Dynamic dilatational elasticity of Crude AH and AS.
a semi-logarithmic scale. Lines drawn on this figure
simply guide the eye; aging times up to 3 days are
investigated. We note that the interfacial loss modulus,
EW, is considerably smaller than the interfacial storage
modulus, EV, for each crude oil. Thus, the asphaltene
films growing at the oil/water interface are primarily
elastic in nature. Consistent with the interfacial ten-
sions shown in Fig. 5, the dilatational moduli evolve
over very long time periods indicative of interfacial
structure development. In particular, Crude AH,
which is more asphaltenic, slowly builds surface
elasticities that surpass those of Crude AS and that
continue to increase in time, just as the interfacial
tension of Crude AH continues to fall in time. Similar
to the dynamic-tension evolution of Crude AS in Fig.
5, the elasticity of this crude oil/water interface rises
more quickly than that of Crude AH, but then levels
off. Clearly, this difference in behavior of Crude AH
and AS reflects the larger asphaltene content of Crude
AH causing slow growth into a strong skin. For a
model heptane/xylene oil containing asphaltenes and
resins, Mohammed et al. (1993) measured the com-
pressional modulus of the oil/water interface using a
Langmuir trough. Similar to our findings, these
authors conclude that the rigidity of the oil/water
interface arises from the formation of an asphaltenic
network structure that strengthens with aging. Identi-
cal findings have recently been reported for long-time
interfacial network formation of asphaltenes adsorbed
at the oil/air interface (Bauget et al., 2001).
Note that Crude AS barely displays a visible skin
upon drop retraction, but nevertheless, does exhibit
substantial dynamic surface dilatational moduli.
Hence, reliance only on the appearance of rigid
interfacial skins may be misleading, since clearly
interfacial elasticity is evident even when skins are
not visible to the eye. Figs. 5 and 6 also suggest that
the relaxation time scales (Lucassen and van den
Temple, 1972) for the Crude AH/water interface are
much greater than those of the Crude AS/water inter-
face, a point that is elucidated further when we
compare secondary-relaxed advancing water contact
angles for Crude oils AH and AS.
The most important point from Fig. 6, and also
from Fig. 5, is the long time aging of the oil/water
interface characteristic of surface asphaltenic net-
works (McLean and Kilpatrick, 1997a,b; Mohammed
et al., 1993; Neustadter et al., 1979). As noted in
Fig. 8. Receding and advancing contact angles for Crude AS.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158146
Section 1, we expect that when protective water films
rupture, the oil/water asphaltenic film deposits directly
onto the reservoir rock. Accordingly, it is the phys-
icochemical characteristics of the oil/water film that
initially control wettability alteration.
3.3. Oil adhesion
As part of the contact-angle studies, standard adhe-
sion tests were performed (Buckley et al., 1997; Liu
and Buckley, 1996, 1999; Milter, 1996; Morrow,
1990). In the synthetic seawater, both crude oils adhere
to mica over the pH range from 4.5 to 9.5. Crude AH
does exhibit a transition to nonadhesion near pH= 9.5,
but we are unable to examine higher pH values because
of aqueous hardness precipitation. Thus, for the natural
pH = 8 conditions in this study, neither crude oil is
protected by a stable water film. This means that upon
oil entry into a pristine reservoir, wettability alteration
to the mixed-wet state occurs at relatively high water
saturations. The receding contact angle and pore shape
now determine how mixed wettability evolves during
drainage per Fig. A1 of Appendix A.
3.4. Contact angles
Figs. 7 and 8 give the main wettability results of
this study. Here we graph advanced and receded water
Fig. 7. Receding and advancing contact angles for Crude AH.
contact angles of the two crude oils on mica as a
function of aging time on semi-logarithmic scales.
Crude AH is shown in Fig. 7 and Crude AS in Fig. 8.
Lines drawn in the figures again merely aid the eye.
Aging time in these plots represents two different
physical processes. First, the oil droplet is aged in the
oil-equilibrated SSW and then brought into contact
with the mica surface for contact-angle determination
(per the procedures described above in Section 2).
These data are represented by open symbols. Second,
the oil droplet is brought into contact with the mica
surface immersed in the oil-equilibrated SSW and left
for the aging time before contact-angle measurements.
These data are exhibited as closed symbols in the two
figures. The fascinating result is that both types of
aging give identical results for the advanced and
receded contact angles of both crude oils for aging
times up to 5 days.
Hence, the dominant aging process over this time
period is that of elastic skin development at the oil/
water interface, a rather unexpected result. Appa-
rently, upon first rupture of the aqueous layer between
the oil drop and the solid substrate, water is left on the
solid substrate making aging of the deposited asphal-
tene coating somewhat akin to the aging of a drop
immersed in bulk water. Dalmation water patches (cf.
Fig. 1b) are repeatedly observed underneath oil drop-
Fig. 9. Secondary-relaxed contact angles for Crude AH.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 147
lets adhered to solid substrates (Buckley et al., 1997;
Ese et al., 2000; Kaminsky et al., 1994; Milter, 1996;
Yang et al., 1999) and reconfirmed later here using
AFM.
The second striking feature from Figs. 7 and 8 is
the very large growth in time of the advanced angle.
After over 100 h, both crude oils approach hA= 180j,the complete pinning case originally discussed by
Kovscek et al. (1993) and illustrated in Fig. A2e
and f of Appendix A. However, if not aged, the
advanced angle is low, less than 90j, giving totally
different pore-level drainage and imbibition events
(cf. Figs. A1 and A2). Indeed, if the advanced contact
angle after oil attachment is less than the critical pore
corner angle, water displacement of oil occurs as if the
pore is water-wet yielding high residual oil saturations
(see Fig. A2b). Thus, it is crucial, and not well
recognized, to age the system before contact angles
are assessed.
Note that hA for Crude AS ages much more
quickly than that for Crude AH. This result emerges
directly from the aging of the oil/water interface, as
predicted from the dynamic interfacial tension in Fig.
5 and, most strikingly, from the dilatational interfacial
elasticities in Fig. 6. The higher asphaltene concen-
tration in the AH oil develops stronger interfacial
structures that take longer to form. However, the
long-term advanced angles do not seem to differ that
much between the two crude oils. Each approaches
180j.Receding angles in Figs. 7 and 8 do not demon-
strate as dramatic effects upon aging. However, aging
cannot be ignored. Receding angles increase in time,
again at a rate dictated by the asphaltene content of the
crude oil. Somewhat surprising is the rather large
values of hR. As highlighted in the introduction,
receding contact angles are normally thought to be
less than 30j (Ma et al., 1996; Yang et al., 2002). In
our work, receding angles up to 50j are found for the
aged AS oil/brine system. This observation has impor-
tant implications for reservoir wettability alteration, as
now oil may directly enter pores whose critical corner
angles are less than hR, as illustrated in Figs. A1d and
A4 of Appendix A.
Perhaps one reason why the receded angles in Figs.
7 and 8 are higher than normally reported is because
of the slow contact-line displacement rates employed
in our work. By increasing this rate, we find smaller
values for hR (and higher values for hA). Thus, toobtain meaningful receding contact angles, it is impor-
tant to minimize the rate of contact-line motion, in
addition to aging sufficiently long.
We also measure secondary-relaxed advancing
water contact angles, which reflect the relaxation of
a crude-oil droplet over a previous asphaltene surface
coating. These are reported in Figs. 9 and 10 for the
AH and AS crude oils, respectively. In Fig. 9, we find
that after sufficient aging of the AH-crude-oil drop on
the mica surface, the advancing angle is high (see Fig.
7) but there is no relaxation of the remnant drop.
Rather, once the drop is isolated by needle removal,
its configuration remains unchanged. Apparently, the
strong elastic skin of Crude AH freezes the drop not
permitting relaxation on the time scales investigated.
Conversely, the AS crude oil in Fig. 10 does relax.
Indeed, Fig. 10 reveals that the secondary-relaxed AS
contact angle falls below 90j over the experimental
time scale if the drop is aged on the mica surface for
less than about 3 h. The results in Figs. 9 and 10 are in
accord with the interfacial rheology experiments in
Fig. 6 that reveal long elastic relaxation times for
Crude AH compared to Crude AS.
The importance of secondary-relaxed advancing
contact angles lies in the behavior of rivulets that
can form on pore walls during forced imbibition, as
Fig. 10. Secondary-relaxed contact angles for Crude AS.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158148
described in Fig. A2f. For secondary-relaxed ad-
vanced contact angles greater than 90j, rivulets are
unconditionally stable and can slowly produce oil as
Fig. 11. AFM of asphaltene/oil deposits o
described by Salathiel (1973). In the converse case,
where the secondary-relaxed advanced contact angles
are less than 90j, the rivulets now become unstable
and breakup in the axial direction leaving trapped oil
droplets along the asphaltene-coated pore walls.
3.5. Atomic force microscopy
Figs. 11 and 12 show, respectively, AMF images of
what is left on the SSW-immersed mica surface after
contact with Crude AS and Crude AH oil droplets,
aging for 3 days, and subsequent ultrasonic washing,
as described in the experimental section. In Fig. 11 for
Crude AS, we observe the asphaltene deposit near the
drop edge. Thus, the smooth upper right portion of
this picture shows the mica surface beyond drop
contact. Here the mica remains water wet. Only
directly beneath the drop is there any asphaltenic
material that changes surface wettability. In the lower
left part of Fig. 11, we see the asphaltenic oily deposit.
It is composed of oil microdroplets protruding from
bare mica regions that originally correspond to trap-
ped water droplets, as pictured in Fig. 1B. This leads
n mica: Crude AS aged for 3 days.
Fig. 12. AFM of asphaltene/oil deposits on mica: Crude AH aged for 3 days.
Fig. 13. AFM of asphaltene/oil deposits on mica: Crude AS aged for 3 weeks.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 149
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158150
to the so-called dalmation wetting patterns previously
reported by Kaminsky et al. (1994) and others (Buck-
ley et al., 1997; Buckley, 2001; Ese et al., 2000; Yang
et al., 1999).
Note that for Crude AH in Fig. 12, the oil micro-
droplets are somewhat larger, but rather sparsely
distributed compared to Crude AS after 3 days of
contact. Apparently, the stronger rigid oil/water films
for Crude AH initially trap more water adjacent to the
mica surface. Microscopic water/oil contact angles for
the surface droplets, as estimated from AFM image
analysis, are f 150j for Crude AS and f 155–
160j for Crude AH. These values are in reasonable
agreement with the macroscopic, water advancing
angles (cf. Figs. 7 and 8) of these oil drops on mica.
There is not a large difference between Crude AS and
Crude AH microdroplets after 3 days of contact with
mica.
Next, Figs. 13 and 14 display AFM images of
Crude AS and Crude AH oil remnants deposited on
the mica surface after 3 weeks of aging in SSW brine.
For Crude AS in Fig. 13, the microdroplets appear
Fig. 14. AFM of asphaltene/oil deposits on
quite similar to those after aging for 3 days in Fig. 11.
However, there are fewer trapped-water domains
indicating water escape during prolonged aging at
the mica surface. More dramatic aging behavior is
observed for Crude AH in Fig. 14. Here there is a
much larger amount of asphaltenic deposit with con-
siderably smaller microdroplets that merge into each
other. This coating has a distinctive scaly appearance,
especially when compared to that for Crude AH
reported in Fig. 12. A possible reason is that when
the aged oil/water film above the trapped water
pockets collapses, a much finer textured coating is
deposited on the mica surface.
Figs. 11–14 confirm many of the ideas presented
in the mixed-wettability picture outlined in the
introduction. Wettability alteration arises mainly
from an asphaltene coating deposited on the rock
surface where intervening water films rupture.
Hence, the process is one of deposition of the oil/
water asphaltenic film. Aging at the oil/water inter-
face and aging at the rock surface are both impor-
tant.
mica: Crude AH aged for 3 weeks.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 151
4. Conclusions
Advancing and receding contact angles that
emerge after the rupture of protective water films
between invading crude oil and reservoir rock are
paramount to the evolution of the mixed-wet reservoir
state. Configurations of the oil/water interface in
cornered pores depend strongly on the pore cross-
section shape and on the advancing and receding
contact angles. A rich variety of behaviors may arise
during drainage and imbibition processes including
mixed-wet pores where the pore walls are oil-wet and
the pore corners water wet, complete oil-wet pores,
and lens, rivulet and oil-globule formation depending
on the relative magnitudes of the advancing and
receding contact angles and the critical pore-corner
angle.
When crude oil first invades into a pristine reser-
voir, asphaltenic material accumulates at the oil/water
interface. Depending on how asphaltenic the oil is,
rigid skins develop at the oil/water boundary. For the
first time, we measure the dilatational strength of
these skins using a periodically-oscillating pendant
oil drop. For the two oils studied, Crude AH slowly
evolves a strong elastic oil/water film. Crude AS, with
lower asphaltene content, shows a more quickly
developing dilatational storage elasticity. However,
leveling off of the dilatational storage elasticity after
this initial increase indicates weak network formation.
Advancing and receding contact angles after adher-
ence of these two crude oils to mica exhibit dramatic
aging behavior with both angles increasing in time
over days. Fascinatingly, we find that aged oil/water
interfaces exhibit water receding angles that are much
larger than the commonly expected value of 30j.Contact-angle maturation parallels that seen in the
elasticities of the oil/water interface and indicates that
the age of the oil/water interface when protective
water films rupture is a critical parameter in the
development of mixed wettability.
Atomic force microscopy of the asphaltene coat-
ing confirms a deposition process whereby asphal-
tenic material originally at oil/water interface coats
directly onto the solid surface once the water film
ruptures. The subsequent advancing and receding
contact angles of the asphaltene-coated solid surface
then control pore-level drainage and imbibition
events. Aging of the asphaltene deposit on the
solid surface expels trapped water giving a more
coherent and finer textured coating depending on
the asphaltene content of the crude oil. Thus, aging
of the oil/water interface and the asphaltene-coated
surface are both important in the evolution of
mixed wettability.
Only two crude oils were studied in this work with
only one solid surface (mica) and one brine compo-
sition (synthetic sea water at a natural pH of 8) and at
ambient temperature. Examination of a wider range of
oils, solids, aqueous-solution compositions, and tem-
peratures is necessary before the aging behaviors
observed here at both the oil/water and solid interfaces
can be generalized.
Nomenclature
A surface area, m2
Ao unperturbed surface area, m2
C mean curvature of oil/water interface, m� 1
E dilatational modulus, N/m
EV storage modulus, N/m
EW loss modulus, N/m
g(h) = p� 3h + 6cosh sin(p/3� h)i imaginary number
Pc capillary pressure, Pa
Pcmax disjoining pressure of thick wetting-film
collapse, Pa
Po oil-phase pressure, Pa
Pw water-phase pressure, Pa
R radius of largest inscribed circle in pore
cross-section, m
t time, s
x distance from pore corner to arc meniscus, m
a half corner angle
u phase angle between periodic stress and
strain
c interfacial tension, N/m
r interfacial stress, N/m
ro unperturbed interfacial stress (i.e., interfacial
tension), N/m
hA advancing contact angle
hC critical contact angle
hL limiting contact angle
hR receding contact angle
DA amplitude of periodic drop area change, m2
Dr amplitude of periodic interfacial stress
change, N/m
x oscillation frequency, s� 1
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158152
Acknowledgements
This work was supported by the U.S. Department
of Energy under Contract No. DC03-76SF00098 to
the Lawrence Berkeley Laboratory of the University
of California. We thank Drs. E. deZabala, J. Creek,
and S. Subramanian of the ChevronTexaco Explora-
tion Production for supplying the crude oil samples.
Appendix A. Role of advancing and receding
contact angles in pore-level events
To illustrate the importance of water advancing and
receding angles on the development of mixed wett-
ability in reservoir rock, consider an equilateral trian-
Fig. A1. Primary drainage in an equilateral triangular pore. Shading represe
shown as thick solid lines.
gular pore cross-section with smooth walls, as
illustrated in Fig. A1. Such a pore shape is highly
idealized, but is sufficient to document the roles that hAand hR play in oil-recovery behavior (Ma et al., 1996).
Initially, the pore is filled completely with water, and
the solid walls consist of oxide minerals that are
naturally water wet to a non-asphaltenic, clean oil. As
oil migrates into the reservoir during primary drainage,
the capillary pressure, Pc, rises. Since the concepts of
wetting and nonwetting phases become ambiguous in
what follows, we define the capillary pressure as the
difference between the oil and water-phase pressures
Pc ¼ Po � Pw ¼ cC ðA1Þwhere P is pressure with the subscripts o and w
denoting the oil and water phases. c is the interfacial
nts the oil phase and asphaltene deposition on the mineral surface is
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 153
tension between the oil and water, and C is the mean
curvature of the oil/water interface in the pore.
Oil first enters the larger pores when the capillary
pressure exceeds the entry curvature value corre-
sponding to a zero water receding contact angle
(Ransohoff et al., 1987), and drainage commences at
C ¼ 1:77=R ðA2Þwhere R is the inscribed-circle radius of the pore. This
oil configuration consists of circlular arcs in the
projected prospective of Fig. A1. Throughout, pos-
itive capillary pressures (i.e., Po>Pw) correspond to
oil/water interfaces that are convex to the oil phase.
Following classical Deryagin–Frumkin theory (Der-
gaguin, 1955; Hirasaki, 1991), a zero contact angle is
equivalent to having a thin water film sandwiched
between the crude oil and the pore wall and stabilized
by repulsive disjoining forces. This situation is por-
trayed in Fig. A1 by thin black lines along the solid
walls. As oil accumulates in the reservoir, the capil-
lary pressure rises, water recedes at zero contact angle
toward the pore corners, and eventually the thin
protective water films rupture depositing asphaltenic
material, originally formed at the oil/water interface,
directly onto the solid walls (Kaminsky and Radke,
1997; Kaminsky et al., 1994; Kovscek et al., 1993).
Fig. A1b portrays this series of events. The solid walls
in Fig. A1b are shown as dark heavy lines depicting
adherence of the oil to the pore surfaces through an
asphaltene coating. Because the thin protective water
films are now broken, finite receding contact angles
emerge in the water-drainage problem.
Thin water films rupture at a positive capillary
pressure commonly designated as Pcmax (Basu and
Sharma, 1996; Kovscek et al., 1993). Smaller pores
whose entry capillary pressures lie above Pcmax are
invaded and drain slightly differently than those in
Fig. A1b. Protective water films never form, and
asphaltene material deposits onto the pore walls upon
initial oil invasion into the pore. The entry capillary
curvature no longer follows Eq. (A2) but corresponds
to that of the water receding angle for the asphaltene-
coated surface (Ransohoff et al., 1987)
C ¼ �gðhRÞ=Rh3
ffiffiffi3
pcoshRF
ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi27cos2hR þ 3
ffiffiffi3
pgðhRÞ
q i
for a ¼ p=6 ðA3Þ
where g(hR) = p� 3hR + 6coshRsin(p/3� hR) and a is
the half corner angle (i.e., a= 30j for equilateral
triangular pores). (Note in this appendix we use angles
in radians when they appear in formulae and in
degrees otherwise). The entry configuration and sub-
sequent further water drainage is pictured in Fig. A1c.
Configurations in this diagram are identical to those
occuring later in Fig. A1b after Pcmax is exceeded and
the water films break. Thus, after water-film rupture,
Figs. A1b,c are identical.
Every pore corner has a characteristic critical angle
given by hC = 90j� a (Concus and Finn, 1974; Ma et
al., 1996; Wong et al., 1992). If the water receding
angle after water-film rupture is less than the critical
angle, the oil/water interfaces advance into the pore
corners at hR( < hC) depositing an asphaltene coating
underneath until the connate water configuration is
established. This scenario is pictured in Fig. A1b,c.
Conversely, if the water receding is greater than the
pore-corner critical angle, then crude oil completely
fills the pore, coating the pore walls everywhere with
asphaltenes, including in the pore corners. Fig. A1d
illustrates this situation. Fascinatingly, in this case, the
pore may be considered as oil-wet even though the
receding water contact angle is less than 90j.As noted in the introduction, it is often thought that
water receding angles are small, usually less than 30j(Ma et al., 1996; Yang et al., 2002). Thus, common
perception is that complete oil filling in Fig. A1d does
not happen (unless, of course, hR>90j). Accordingly,Figs. A1b,c represent the expected behavior. How-
ever, our contact-angle measurements in Fig. 8 dem-
onstrate that water receding angles can be significantly
greater 30j and can realistically exceed the critical
pore-corner angle, hC. Hence, it is possible for the
configuration in Fig. A1d to emerge. Such a case is
characterized by heterogeneous wettability with some
pores completely oil filled and others that are small and
completely water filled. This type of mixed wettability
is contrasted to that in Figs. A1b,c where the wett-
ability is different within the same pore. Our discus-
sion of primary drainage thus emphasizes the need for
understanding hR once water films break and the crude
oil adheres to the rock surfaces.
We turn our attention now to the primary imbibition
process where the role of the water-advancing angle is
emphasized. A number of subcases arise depending on
the magnitude of hA and on whether the connate-water
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158154
saturation corresponds to configurations in Figs. A1a–
d. We discuss each of these cases in turn.
Fig. A2a reflects the first and simplest case where
connate-water saturation is at a capillary pressure
below that of water-film rupture (i.e., below Pcmax as
in Fig. A1a). Since the water advancing angle with
water-film cushions remains zero, the water/oil inter-
Fig. A2. Primary imbibition in an equilateral triangular pore. Shading repr
shown as thick solid lines, and pinning of the three-phase contact line is
face advances, upon spontaneous imbibition, toward
the pore inscribed circle in Fig. A2a, a configuration
that is unstable (Kovscek et al., 1993). The resulting
axial liquid thread in the pore undergoes capillary
snap-off resulting in trapped oil blobs (Chambers and
Radke, 1990; Gauglitz et al., 1987; Kovscek and
Radke, 1996; Ransohoff et al., 1987).
esents the oil phase, asphaltene deposition on the mineral surface is
represented by small open circles.
Fig. A3. Limiting contact angle for an equilateral triangular pore.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158 155
An almost identical case emerges when the initial
state is that in either Fig. A1b or Fig. A1c where the
pore walls away from the corners are coated by
asphaltene deposits yielding a finite water advancing
contact angle, hA ( < hC). Since advancing angles are
greater than (or equal to) receding angles, the oil/
water interface remains pinned, but bows until the
advancing angle is attained. Once this happens and
since the water-advancing angle is less than the
critical angle of the pore corners, the oil/water inter-
faces advance until the contact lines touch yielding yet
another unstable configuration and trapped residual
oil. Fig. A2b illustrates this sequence. The amount of
trapped residual oil is less than that for the completely
water-wet case in Fig. A2a, but marginally so.
A second imbibition behavior emerges for the
initial state in Figs. A1b,c whenever hA is greater
than hC. In this case, upon spontaneous water imbi-
bition into the pore of Fig. A1b or Fig. A1c, the
contact line remains pinned, but the contact angle
increases until hC is attained. At this point, the
capillary pressure falls to zero, and the oil/water
interface is flat. Further water imbibition now occurs
under forced conditions where Pc is negative (i. e., the
oil/water interface flexes toward the oil phase). The
three-phase contact line hinges allowing negative
curvatures, but remains pinned until hA is attained.
Now once hA is reached and provided that hA is
greater than hC but less than 90j, the contact lines
translate along the pore walls and away from the
corners until they encounter one another, as shown
in Fig. A2c. Yet again, this particular configuration is
unstable to fluctuations in the interface shape, and the
oil core breaks to form trapped oil globules. The
amount of residual oil is, however, smaller than either
of the two cases described above.
The maximum advancing contact angle at which
the translating arc menisci meet at along the pore wall
is 90j, which is the largest advancing angle for which
snap-off can occur. If hA is greater than 90j but less
than or equal to 180j� hC, another scenario emerges
that is shown in Fig. A2d. Here the arc menisci
advance toward the pore center and approach closest
away from the walls forming oil lenses within the
pore. Continued expansion of the oil/water interface
leads to lens rupture leaving small oil globules trapped
within the pore and oil rivulets on the centers of the
pore walls.
When hA exceeds 180j� hC, a more complicated
but important behavior emerges, as portrayed in Fig.
A2e. Here the corner-water contact angle increases
until it reaches a limiting value that we designate as
hL. The limiting angle corresponds to the particular
arc-meniscus curvature that just equals the water-entry
curvature into an oil-filled pore at the specified water
advancing angle hA. C in Eq. (A3) is now defined by
(Ransohoff et al., 1987) replacing the receding angle
with the advancing angle
C ¼ �gðhAÞ=Rh3
ffiffiffi3
pcoshAF
ffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffiffi27cos2hA þ 3
ffiffiffi3
pgðhAÞ
q i
for a ¼ p=6 ðA4Þ
Once the arc meniscus bows to attain the curvature C
in Eq. (A4), the angle that water makes with the pore
wall defines hL. As opposed to hC, the limiting angle
is not a purely geometric quantity, but depends on
how far the water/oil interface penetrates into the pore
corners at the end of primary drainage (i.e., it depends
on the connate-water saturation). Fig. A3 graphs the
limiting contact angle as a function of the reduced
distance from the pore corner, x/R, where x is the
distance along the pore wall from the corner. Clearly,
x gauges the water content in the pore (Ma et al.,
1996). The limiting contact angle increases almost
linearly with x/R. Note that hL is considerably less
Fig. A4. Water entry into an oil-filled pore (forced primary
imbibition): hR>hC.
E.M. Freer et al. / Journal of Petroleum Science and Engineering 39 (2003) 137–158156
than the corresponding advancing contact angle and
always lies below 90j. It is larger, however, the largerthe value of hA. When the oil/water interfaces in Fig.
A2e distend away from the corner such that the
contact angle reaches hL, water enters into the center
of the pore, and oil lenses form (Kovscek et al., 1993).
Eq. (A4) gives the water entry curvature for this event.
Thus, the advancing contact angle in the center of the
pore (i.e., hA) is not the same as the pinned contact
angle in the corners (i.e., hL), but the curvatures of thetwo oil/water interfaces match.
Additional forced imbibition proceeds by the central
core of water advancing toward the pore corners with
the corner-water contact line remaining pinned but with
increasing corner angles greater than hL. Provided oil iseverywhere continuous, very low oil saturations can be
reached in this manner, but at very slow rates. The
configurations in Fig. A2e are those originally of
Kovscek et al. (1993) in their description of the origin
of mixed wettability in reservoirs. However, the picture
of Kovscek et al. (1993) employed only the case of
hR = 0 and hA= 180j (complete pinning).
Eventually, the expanding oil/water interface in the
pore center encounters that of the pore corner leading
to lens rupture. This event corresponds to the termi-
nation points of hL versus x/R lines in Fig. A3. Oil
rivulets appear on the pore walls near the corners, as
illustrated in Fig. A2f. Since the water advancing
contact angle is greater than 120j, these rivulets are
stable (i.e., rivulets with oil contact angles less than
90j are stable to axial breakup whereas those with
angles great than 90j are unstable) (Davis, 1980). The
stable rivulets slowly empty under the imposed water
pressure gradient into oil-continuous regions in sur-
rounding downstream pores.
The final imbibition event to describe reflects the
connate-water state in Fig. A1d. Here, the water
receding angle is greater than the corner critical angle,
hC. Water imbibition can only occur under forced
conditions and then only for advancing angles greater
than 180j� hC. As illustrated in Fig. A4, the process
is identical to water entry in Fig. A2e, except that oil
completely fills the pore corners. As water continues
to invade the pore, oil drains from the corners pro-
vided there is continuity with oil in other nearby
pores. Again, the process is very slow because of
the large hydrodynamic resistance for fluid flow in
corners (Ransohoff and Radke, 1988).
The picture painted above is highly oversimplified.
Pore cross-sections are taken as triangular, and the
pore walls are smooth. There is no recognition of the
distinction between pore bodies and pore throats, and
no interconnectedness is accounted for. A pore-size
distribution is implicit in the discussion but not
utilized. Although the rich drainage and imbibition
events described above serve as rules for later network
simulations, our purpose here is to emphasize the role
of the water advancing and receding angles in under-
standing waterflooding from mixed-wet reservoirs.
Rupture of water films and oil adherence to pore
walls is a critical foundation for establishing mixed
wettability, but the subsequent values of hA and hR,characteristic of oily asphaltene-coated rock surfaces,
dramatically control the course of water imbibition
and oil recovery.
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