Introduction

Formation damage is attributed to many processes such as drilling, completion, acidizing, and enhanced oil recovery (EOR). The damage caused by drilling solids depends mainly on the distribution of the pore size, wellbore overpressure, and particle size distribution in the drilling fluids. The laboratory experimental results suggest that damage from drilling particles to the well productivity can be as high as 10% depending on the invasion depth. However, practically in the field, the situation may differ from the lab tests in terms of penetration of mud particles which may be due to very porous zones or “micro-fracturing’’ during drilling pressure surges. Cement filtrate can also damage the permeability of the formation in different ways (Krueger 1988).

Formation damage could also result due to plugging of the formation. Asphalts, the formation of fines, inorganic scales, and waxes are the main source of plugging. The plugging problem has a major effect on rapid declining of natural depletion of a field. During the production operation, the precipitation of organic and inorganic materials may also result in a reduction in the production or plugging the well. Inorganic scales such as CaCO3 and CaSO4 are of the most common well-plugging conditions which occurs within the tubing string. Organic scale materials such as paraffin could also precipitate near the well or inside the wellbore. Adsorption and retention of viscoelastic surfactant (VES) were observed by several studies (Curbelo et al. 2007; Paria and Khilar 2004; Patzkó and Dékány 1993; ShamsiJazeyi et al. 2014). Viscoelastic surfactants are used in stimulation and EOR and could cause the formation damage. The adsorption and retention of VES and other surfactants from aqueous solution on the reservoir rock could result in reducing the permeability of the rock (Yu et al. 2011). Different polymer additives used in drilling, completion and EOR could also reduce the permeability due to plugging in pore throats of the rock (Audibert et al. 1999).

The formation damage could also result due to interactions of different minerals present in the sandstone rocks with the different injected fluids. These minerals can be sand, clays, oxides, carbonates, and zeolite (Mahmoud et al. 2015). Kaolinite, smectite, illite, and chlorite are four main clay minerals present in the sandstone formation (Wilson et al. 2014). Clay can be either structural clay or dispersed clay. Dispersed clays are silicate clay minerals that attached to the rock mineral surfaces. Nesham defined the three different types of dispersed clay based on the clay crystal structure and location on pore walls or within inter-granular pores and pore throats and divided it into three groups (a) discrete particle, (b) pore lining, and (c) pore bridging (Neasham 1977). Discrete particle clays developed as pseudo-hexagonal crystals such as plates, attached to pore walls or occupying inter-granular pores. Pore-lining clays are those attached to pore walls, which appear as long and thin clay coating. Illite, chlorite, and montmorillonite were observed with pore-lining crystal morphologies. Pore-bridging clays are also attached to the pore walls. This type of clays includes illite, chlorite, and montmorillonite. Clay morphology of the high permeability sands shows that the discrete particle type is the dominant type affecting the permeability in high permeability cores. Whereas the intermediate permeability sands are affected mostly by the pore-lining variety. On the other hand, the low permeability sand contains pore-bridging types of clays.

The interactions of clays and other minerals with water and HCl could result in dissolution, precipitation, plugging, clay swelling, and fine migration that may cause formation damage (Al-Yaseri et al. 2015; Clarke 2014; Hayatdavoudi and Ghalambor 1996; Simon and Anderson 1990; Zhou et al. 1995). Interaction of water with different clays could result in clay swelling and fine migration. This can reduce permeability due to plugging and porosity by surface deposits. Hydrochloric acid can react with different minerals and dissolve them. The reactions of acid with certain clay at specific conditions can also cause precipitation. Priisholm et al. conducted core flooding experiments on samples from the Gassum and Haldager formations to determine the reservoir damage by clay swelling and/or fine migration (Priisholm et al. 1987). Based on the core analysis results, both porosity and permeability change with small changes caused by lithofacies variations. An air permeability increased about 3% when the plugs cleaned with methanol to remove precipitated salts from pores. The results obtained from the SEM and X-ray diffraction technique showed that the tested samples contain 3–12% clay minerals. Clays found to be critical to both particle migration and rock/fluid interactions. The kaolinite was the only clay mineral present in the Haldager formation, whereas the Gassum formation contains authigenic kaolinite, chlorite, illite, and mixed layer clays. Porosity and permeability may change significantly within small distances in the reservoir. The adsorbed water in clay mineral decreases the density of the grain. The flow experiments indicated that both Haldager and the Gassum formations are sensitive to change in differential pressure, flow direction, and brine composition. Both formations produced fines that are mainly produced when pumping is stopped and restarted and at major changes in flow rates. The diagram of fine production related to porosity shows inverse relationship. The permeability decreased when the plugs flushed with deionized water and the permeability could not be restored by flow reversals in the plugs with swelling clays.

The clays can have a huge impact on the formation damage due to interactions with different types of fluids. Therefore, it is of utmost importance to investigate the impact of different clay minerals on formation damage and governing mechanism. In most of the previous literature, the clay damage in sandstone reservoirs was characterized in the laboratory using permeability and pressure drop profile measurements and no quantitative measures were provided to describe the damage location (Ghofrani et al. 1992; Hayatdavoudi and Ghalambor 1996; Priisholm et al. 1987). No attention was made to identify the damage location in the rock due to interactions of minerals with injection fluids. Little efforts were made to identify the damaging mechanism (clay swelling, clay migration, dissolution, and precipitation) in the presence of different rock minerals.

The objectives of this study are to evaluate the damage caused by different clay minerals in sandstone rocks during stimulation and enhanced oil recovery processes using core flooding, NMR, and SEM analysis. The damage due to HCl acid injection in sandstone rocks was evaluated previously by permeability reduction with no further investigation to the location of the damage and the change in the pore-size distribution inside the rock. In this study, the change in pore size distribution, as well as the reduction in the pore size, was quantified using NMR.

Materials and equipment

The experiments were conducted using Bandera brown sandstone, Berea sandstone, and Bandera grey sandstone. The core plugs of dimensions 1.5-inch diameter and 3-inch length were used. For Berea sandstone and Bandera grey sandstone, 3 wt% KCl was used as a compatible fluid to measure the permeability. However, 5 wt% KCl was used for Bandera brown sandstone. While 15 wt% HCl and fresh water were used as a damaging fluid since they affect the clay minerals in the sandstone. All solutions were prepared in deionized water. The mineralogical compositions of the different sandstone cores are listed in Table 1.

Table 1 Mineralogy of sandstone cores used in this study (wt%)

Core flooding setup was used to measure the initial and final permeability of core samples. The core plugs were dried in an oven at 60 °C. The dried core plugs were vacuumed and saturated with KCl solution under a pressure of 1000 psi at room temperature for 24 h. The pore volume was calculated by saturation weight method. The core was flooded by KCl at four different rates to measure the initial permeability. The permeability was measured using the Darcy law. The pressure drop readings were recorded when the flow stabilized. A back-pressure regulator adjusted gradually up to 1000 psi and a confining pressure of 1700 psi was set. The formation damage was evaluated by comparing the initial and final permeabilities of each core sample. After measuring the initial permeability, the core plug was flooded with damaging fluid (fresh water or HCl) at a constant injection rate of 5 cm3/min (from the wellbore to the formation direction). The cores were back flooded (from the formation to the wellbore direction) to measure the final permeability with the same fluids used for initial permeability measurement. The change in the permeability and pressure drop can be used to assess the formation damage.

The formation damage was also assessed using the NMR equipment. A bench-top rock core analyzer NMR from Oxford Instruments (GeoSpec2) were used for NMR-T2 relaxation experiments. The NMR can handle core size of maximum 3.5 in length and 2 in diameter. The data acquisition was completed using advanced software from Green Imaging Technologies. All NMR experiments were performed with a resonating frequency of 2.2 MHz at an ambient temperature. 16 replicate scans were averaged to get a single exponential decay curve. The cores were analyzed by NMR before flooding to measure the porosity and depict the baseline T2 signal distribution. After flooding with damaging fluid (HCl or fresh water), the cores were analyzed again by NMR to measure the alteration of the T2 signal distribution and porosity.

Scanning electron microscope (SEM) was also used to take high-resolution images of the core samples and to assess the formation damage by damaging fluid. The SEM used in this work was JSM-6610LV from JEOL. The high-resolution image was captured using a high energy beam of electrons.

Results and discussion

Formation damage was assessed using core flooding experiments (permeability comparison and pressure drop profile), NMR T2 response before and after flooding, and comparison of rock morphology before and after flooding using SEM.

A total of six core flooding experiments were performed using water and 15 wt% HCl as damaging fluids. Core selection was made based on different mineralogy and clay contents. Three different classes of sandstone cores used were Bandera grey, Bandera brown, and Berea sandstone. From each class, two core plugs were used to assess formation damage by water and 15 wt% HCl.

Figure 1 shows the pressure drop profile across the Bandera Grey sandstone (BR1) core when water was injected as the damaging fluid into the core. The final to initial permeability ratio of the BR1 core was 0.34 as the initial permeability of the core was reduced from 48.5 to 16.6 md after injection of water. The pressure drop was also increased from 10 to 70 psi for sample BR1. Both permeability reduction and increase in the pressure drop indicates the formation damage. The increase in the pressure drop and permeability reduction of BR1 due to injection of fresh water can be attributed to the solid migration that resulted from the salinity contrast between the 3 wt% KCl solution and fresh water. The mineral composition analysis reveals that Bandera Grey sandstone core contains 3 wt% kaolinite and 10 wt% illite. On interactions with water, illite can swell and migrate to the pore throat. The kaolinite is also responsible for the migration since it attached to the surface of the pores. The damage mechanism can be attributed to swelling-induced fine migration. Figure 2 depicts the pressure drop across Bandera Grey sandstone (BR2) when 15 wt% HCl was used as damaging fluid. The increase in pressure drop was less compared to the increase in the pressure drop when water was used as damaging material in core BR1. The final to initial permeability ratio was 0.81 which is much higher compared to core BR1. The pressure drop profile and permeability data suggest that HCl was less damaging compared to fresh water for Bandera Grey sandstone. There are competing mechanisms due to the reaction of HCl with different rock minerals. HCl reacted mainly with chlorite, dolomite, and illite which caused the formation of a reaction product. HCl can break the illite and reaction products can result in fine migration. The reaction of HCl with chlorite could result in the formation of iron hydroxide precipitates with high viscosity. The dissolution of dolomite is also occurring at the same time because the core contains almost 16 wt% dolomite. In summary, based on the core flooding data, fresh water was found to be more damaging to Bandera Grey sandstone core compared to 15 wt% HCl. The dolomite dissolution should enhance the permeability, while as the chlorite and illite interactions with the acid cause damage. In this case, the damage dominates the permeability enhancement by dolomite dissolution.

Fig. 1
figure 1

Pressure drop across the sample Bandera Grey sandstone (BR1) as the deionized water injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

Fig. 2
figure 2

Pressure drop across the sample Bandera Grey sandstone (BR2) as the 15 wt% HCl injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

The mineral composition analysis of Berea sandstone indicates that it has higher kaolinite contents compared to the Bandera Grey sandstone rock. Similar experiments were repeated using Berea sandstone core to assess the impact on formation damage by injecting fresh water and 15 wt% HCl. Figures 3 and 4 show the pressure drop profile across the Berea sandstone cores by injecting fresh water and 15 wt% HCl, respectively. For fresh water, the pressure drop across the core (BE3) increased up to 450 psi. A significant reduction in the permeability of the core was also noted. The permeability decreased from 97.2 to 15.6 md and final to initial permeability ratio was 0.16. This indicates the significant formation damage by injecting the fresh water. The damage in the Berea sandstone (BE3) core was significantly higher compared to the formation damage in Bandera Grey sandstone (BR1). The higher formation damage is due to a higher percentage of kaolinite (5 wt%) in Berea sandstone which promotes the fine migration when water was flooded. Like Bandera Grey core, HCl was less damaging to Berea compared to fresh water (Fig. 4). Permeability reduction and change in pressure drop across the Berea (BE4) was not significant. The pressure drop increases from 9 to 25 psi and the permeability decrease from 101.6 md to 93.5 (Kf/Ki = 0.92). In summary, the water was more damaging to Berea compared to Bandera Grey owing to higher kaolinite contents in Berea. However, 15 wt% HCl has an almost similar level of damage to Bandera Grey and Berea.

Fig. 3
figure 3

Pressure drop across the sample Berea sandstone (BE3) as the deionized water injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

Fig. 4
figure 4

Pressure drop across the sample Berea sandstone (BE4) as the 15 wt% HCl injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

The fresh water and HCl were also injected in two core plugs of Bandera brown sandstone which contains a very low concentration of the kaolinite (0.7%). Figure 5 shows the pressure drop profile across the Bandera Brown (BB5) core on water injection. The change in pressure drop was very low compared to the change in pressure drop for Berea and Bandera Grey. The final permeability was 12.6 md compared to the initial permeability of 14.9 md. This further support that kaolinite is responsible for fine migration on fresh water injection due to salinity contrast. Figure 6 shows the pressure drop profile across the Bandera Brown (BB6) on injection of 15 wt% HCl. The final to initial permeability ratio was 0.85 which was like the fresh water case. The damage caused by 15 wt% HCl in sample BB6 can be attributed to illite that can migrate and plug the pore throat.

Fig. 5
figure 5

Pressure drop across the sample Bandera Brown (BB5) as the deionized water injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

Fig. 6
figure 6

Pressure drop across the sample Bandera Brown sandstone (BB6) as the 15 wt% HCl injected at 5 cm3/min (backpressure = 1000 psi, confining pressure = 1700 psi)

In summary, core flooding experiments suggest that the fresh water is more damaging to the formation which contains high kaolinite contents due to fine migration and salinity contrast. However, the damage by HCl was independent of kaolinite contents. For HCl injection, the damage depends on the competing reaction of HCl with different minerals.

The NMR experiments were conducted at three stages: after saturating the sample with KCl solution; after flooding the sample with damaging fluid (fresh water or HCl); and after flooding the sample with KCl solution at the final stage. NMR results show the pore distribution of different core samples before and after flooding with damaging fluids. T2 signal distribution response showed that for all cores, the macropores represent the major contribution to the total porosity before flooding the damaging fluid. However, after flooding the damaging fluid, T2 signal distribution response was different for different cores and for different damaging fluid.

Figure 7a, b depicts the NMR T2 response curve for Bandera Grey core before and after damage at 25 °C for fresh water and HCl flooding. For fresh water flooding, incremental porosity and cumulative porosity are almost similar before and after flooding. This suggests that porosity of the Bandera Grey is not changing significantly with water injection. However, core flooding results showed that fresh water causes formation damage in Bandera Grey sandstone core. By compiling core flooding and NMR data, it was concluded that damage took place only in pore throats and pores remained unaffected. Bandera Grey contains 10% illite and 3% kaolinite. The damage was mainly due to fine migration (kaolinite) and clay swelling (illite). It also suggests that most of the clays were in mesopores that migrated to pore throats. For HCl flooding, there was a slight increase in the cumulative porosity. However, T2-relaxation curve shifted towards smaller relaxation time. The Bandera Grey core contains 16% dolomite that can react with the HCl. The reaction could lead the dissolution of dolomite and result in the creation of more mesopores which is indicated by the shift of the incremental porosity curve towards smaller relaxation time. The core flooding data also suggest the damage to the core as final permeability reduced (Kf/Ki = 0.81). The damage is associated with the reaction of HCl to illite and chlorite. The dissolution can take place when HCl reacts with chlorite, however, it could also result in precipitation. Some of the precipitates can migrate towards the pore throat and reduce permeability.

Fig. 7
figure 7

a NMR T2 response curve for Bandera Grey core before and after damage at 25 °C using water as a damaging fluid. b NMR T2 response curve for Bandera Grey core before and after damage at 25 °C using HCl as a damaging fluid

Figure 8a, b shows T2 distribution before and after flooding the samples BE3 and BE4 with deionized water and 15 wt% HCl, respectively. For fresh water, the measured porosity increased to 19% and in the pore character distribution, there is a small shift towards smaller relaxation time. No remarkable change observed within the small peaks that correspond to the micropores. The core flooding data showed that there was a huge reduction in the permeability. This reduction in the permeability is associated with the fine migration of kaolinite which is 5% in the Berea core. This fine migration plugs the pore throat and reduces the permeability. A minor increase in the porosity is also associated with fine migration from pores to pore throat. For HCl, the system changed from bi-modal to uni-modal after the flooding. The long peaks shift toward small relaxation time which can be clearly noticed. The clays present in the rock can react with the HCl and cause dissolution and precipitation. For example, HCl can react with the dolomite (1%) and calcite (2%) present in the rock resulting in dissolution. The reaction of HCl with chlorite (2%) could produce precipitate and reaction with illite can result in fine migration. There are competing mechanisms as dissolution is improving the permeability, while precipitation and fine migration are resulting in permeability reduction. The macropores were converted to mesopores because HCl reacted with illite and reduced the size of macropores to mesopores. In the same time, HCl reacted with calcite, dolomite, and chlorite in the rock and created more mesopores. The reduction in the porosity suggests that precipitate deposits in the pore.

Fig. 8
figure 8

a NMR T2 response curve for Berea sand stone core before and after damage at 25 °C using water as damaging fluid. b NMR T2 response curve for Berea sandstone core before and after damage at 25 °C using HCl as damaging fluid

T2-distribution response of Bandera Brown sandstone on water and HCl injection is shown Fig. 9a, b. Injection of fresh water can cause swelling of illite and fine migration of kaolinite. However, the incremental porosity and cumulative porosity was not changed much on injection of fresh water. Kaolinite was in minor fraction (0.7%) in the Bandera brown, and therefore, fine migration was not severe. The illite was highest in the Bandera Brown core (5.2%) compared to Berea and Bandera Grey. However, the formation damage in Bandera Brown (Kf/Ki = 0.85) was much less compared to Berea (Kf/Ki = 0.16) and Bandera Grey (Kf/Ki = 0.34). In the presence of dispersed clay, the formation damage should be more in Bandera Brown owing to the high concentration of illite. The lowest damage to Bandera Brown suggests that the illite was partially dispersed and the rest was structural clay. Injection of HCl caused a similar damage to the permeability that was observed for fresh water (Kf/Ki = 0.85). On injection of HCl, the cumulative porosity increased while incremental porosity shifts towards smaller relaxation time. This shifting is an indication of the creation of micropores by the reaction of HCl with chlorite. As discussed previously, the reaction of HCl with chlorite can result in dissolution or precipitation. For precipitation, the pH should be approached to 2. However, in this case, we used 15% HCl and the pH was less than 1. Therefore, the only dissolution occurs without any precipitation. The reaction of HCl with illite can cause fine migration that can settle in macropores. Therefore, the T2-relaxation response shifted towards smaller relaxation time.

Fig. 9
figure 9

a NMR T2 response curve for Bandera Brown sandstone core before and after damage at 25 °C using water as a damaging fluid. b NMR T2 response curve for Bandera Brown sandstone core before and after damage at 25 °C using HCl as a damaging fluid

The SEM images showed the morphology of the sandstone core samples before and after the damage. In addition, the images showed the clay minerals present in the sandstone rock. Figure 10 shows the SEM analysis of Bandera grey sandstone core plugs before and after injection of damaging fluid. SEM analysis shows that the formation damage took place by injecting fresh water that results in reduction of the permeability. After the core was injected with fresh water, the clays detached from the rock surface, migrate, and block the pore throat mainly. Some of the clays partially block the macropores. Figure 11 shows the morphology of Berea samples (BE3 and BE4) before and after flooding with damaging fluid (water for BE3 and HCl for BE4). The images shows a high amount of kaolinite with a small amount of chlorite and Illite before flooding. After the core was injected with fresh water, the clays detached from the rock surface, migrate and block the pore throat mainly (b). Some of the clays partially block the macropores. The HCl affect mainly the macropores in the case of the Berea sandstone (d). The clay migrated and mainly deposit at the surface of the macropores with less deposit at the pore throat.

Fig. 10
figure 10

SEM of Bandera Grey sandstone cores a BR1 before water flooding, b BR1 after water flooding, c BR2 before HCl flooding and d BR2 after HCl flooding

Fig. 11
figure 11

SEM of Berea sandstone cores a BE3 before water flooding, b BE3 after water flooding, c BE4 before HCl flooding and d BE4 after HCl flooding

Table 2 shows the summary of the rock properties for different sandstone rocks used in this study before and after treatment by HCl and fresh water. The initial permeability (Ki) and final permeability (Kf) cross plot in Fig. 12 shows that only two cores were severely affected by the damage. These two cores are Bandera Grey and Berea sandstone treated with fresh water. Other cores were not affected too much with the damaging fluids. There was no much difference between the initial porosity (ϕi) and final porosity (ϕf) except for Berea sandstone treated with 15 wt% HCl. Figure 13 shows the rock typing factor (RT) before and after damage. Similar conclusion was obtained from Fig. 13, only two cases have major change in the rock-typing factor. The two cores that have noticeable change in the rock-typing factors are Bandera Grey and Berea sandstone treated with fresh water. The rock-typing factor is the square root of permeability over porosity = (K/ϕ)0.5.

Table 2 Rock properties before and after damage
Fig. 12
figure 12

Cross plot of initial versus final permeability

Fig. 13
figure 13

Cross plot of rock-typing factor before and after damage

Conclusion

Impact of clay mineral contents on the formation damage of sandstone rock on injection of water or HCl was assessed using core flooding, NMR, and SEM analysis. The experiments were conducted using three different types of sandstone rocks (Bandera grey, Berea, and Bandera brown) that contain different clay mineral contents. It was found that clay mineral types and contents have a major impact on the formation damage when water or HCl was injected with damaging fluids. The change in the pore system depends mainly on the clay mineral presence in the sample and the way it will react with the injected fluid. The permeability measurement showed the reduction in permeability after the damage induced. The reduction in permeability varied by the variation of the sample and the injected fluid.

The maximum damage was observed for Berea sandstone core when water was injected as a damaging fluid. This reduction in the permeability (Kf/Ki = 0.16) was associated with the fine migration of kaolinite to the pore throat. The fresh water also causes damage to Bandera Grey sandstone core (Kf/Ki = 0.34) due to swelling of illite and fine migration of kaolinite. The damage due to fresh water was comparatively less in Bandera Brown (Kf/Ki = 0.85) as it contains a minor fraction of kaolinite (0.7%). Although the illite in the Bandera Brown was 5.2%, it was in structural form. The freshwater has little effect on the incremental and cumulative porosity that was obtained from the NMR. This suggests that fine migration affects the pore throat only.

The HCl was less damaging for Bandera Grey and Berea sandstone cores compared to the fresh water. However, for Bandera brown, the permeability reduction by HCl injection was like the permeability reduction by water. HCl can react with different clay minerals and either dissolution or precipitation can take place. The damage and porosity depend on the competing mechanism. For all core samples, HCl changes the porosity from macro to meso or micro.

Rock-typing factor and permeability cross plots before and after damage are good tools to assess the severity of damage in different sandstone rocks treated with different fluids.