1 Introduction

With the technology development of oil and gas exploration, unconventional oil and gas resources have become a new global energy supply. The ultra-low permeability reservoirs are important parts of unconventional oil and gas resources; there are great challenges in exploitation and utilization. Compared with conventional reservoirs, ultra-low permeability reservoirs have the characteristics of low porosity, low permeability, and poor connectivity (Zhao et al. 2014; Qu et al. 2016; Qiao et al. 2017; Peng et al. 2018; Zhang et al. 2019; Wang et al. 2019). It has become a decisive problem restricting the development of ultra-low permeability oil and gas resources. The key to developing ultra-low permeability oil and gas resources is increasing the utilization of matrix reserves.

Spontaneous imbibition is a process in which the wetting phase in porous media displaces the non-wetting phase under the action of capillary force (Jamaloei et al. 2010; Meng et al. 2015; Foley et al. 2017; Jabbari et al. 2019). Spontaneous imbibition is an extremely important mechanism for EOR in ultra-low permeability reservoirs. Surfactants are commonly used as spontaneous imbibition agents, which can enhance oil recovery primarily through reducing interfacial tension (IFT) and altering wettability. Many studies of spontaneous imbibition of surfactants have been reported. Standnes (2004) studied the oil recovery rates of spontaneous imbibition for cationic surfactants CnTAB by estimation of capillary diffusivity coefficients in oil-wet carbonates. Xie et al. (2005) pointed out that spontaneous imbibition recovery rate was faster in nonionic surfactant solutions than in cationic surfactant solutions owing to the lower interfacial tension. Saputra et al. (2016) provided the field data analysis and the numerical field-scale model evidences that the addition of surfactant into an oil/water/rock system enhanced spontaneous imbibition oil recovery by reducing the IFT. Mirchi et al. (2017) measured the equilibrium IFT and found the surfactant solution playing an important role in local trapping of oil phase during spontaneous imbibition. Ali et al. (2020) proved ferro‑nanoparticles accounted for the effectiveness in reducing interfacial tension because of higher silicate sorption capacity.

In recent years, SiO2, TiO2, and other nanomaterials have been used more and more in oilfields (Dai et al. 2015a, b; Ehtesabi et al. 2014, 2015; Li et al. 2017a, b; Olayiwola et al. 2019a, b, 2020a, b; Wang et al. 2018; Xu et al. 2020; Zhao et al. 2020; Zhou et al. 2019). Due to nanoscale size and unique thermodynamic properties, nanofluids show great potential in spontaneous imbibition EOR processes. Nanoparticles can enter porous media and effectively adsorb at the solid–liquid interface to alter wettability, thus improving the effect of spontaneous imbibition. There have been many investigations into the impact of nanofluids on wettability. Li et al. (Li et al. 2017a) presented that the silica-based nanofluid is a promising method to enhance oil recovery in water-wet sandstone reservoirs by altering the wettability to neutral-wet. Erfani et al. (2017) concluded that the water-based nanofluid is better used in high permeability sandstone rocks. Nowrouzi et al. (2019) investigated the effects of concentration and size of TiO2 nanoparticles on wettability alteration and oil production during spontaneous imbibition. Wu et al. (2020) studied silica-based amphiphilic Janus nanofluid with improved interfacial properties and stable adsorption for EOR. Farad et al. (2020) found that hydroxyl-functionalized silica-based nanofluids altered the wettability from intermediate-wet to stronger water-wet as the concentration of nanoparticles increased. Eltoum et al. (2020) summarized and analyzed different kinds of nanoparticles on wettability alteration.

Spontaneous imbibition is an important mechanism for EOR in low permeability reservoirs. The nanofluids of pure nanoparticles have less effect of reducing IFT and are unstable for long-term effectiveness, while for surfactant solutions, the effectiveness of spontaneous imbibition is limited due to too much loss of surfactants. As shown in Fig. 1, when combining nanoparticles and surfactants together, the interfacial tension can be reduced and wettability can be altered. This type of nanofluids (also called active nanofluids) has higher oil displacement potential than pure surfactant solutions or pure nanofluids. Nwidee et al. (2017) studied that all these different surfactant–nanoparticle nanofluids (ZrO2/C16TAB, ZrO2/TX-100, NiO/C16TAB and NiO/TX-100) can alter the wettability of oil-wet limestone during spontaneous imbibition. Zhao et al. (2018) proved that the spontaneous imbibition oil recovery of silica nanofluids was higher than that of TX-100 solution in the same concentration. Zhong et al. (2019) developed a kind of nonionic surfactant by integrating with hydrophilic silica nanoparticles for EOR.

Fig. 1
figure 1

The effect of interface-regulated active silica nanofluids

Our group has also done a lot of research on the spontaneous imbibition of nanofluids. Most of previous studies focused on the low permeability (1–10 mD) reservoirs, and the study of ultra-low permeability (0.1–1 mD) has not been further carried out. In this work, interface-regulated nanofluids were prepared and showed excellent ability to enhance spontaneous imbibition recovery of ultra-low permeability cores. At present, the research on active nanofluids mainly focused on the improvement of some specific properties of pure surfactants by adding nanoparticles, and the mechanism of spontaneous imbibition was mainly explained by the synergistic effect of nanoparticles and surfactants on oil droplet detachment. However, the effects of nanoparticles and surfactants on the adsorption behavior at solid–liquid and liquid–liquid interfaces are not clear. In addition, after oil droplets are detached from the formation surface, the migration of oil droplets by nanofluids in pore throats has also not been discussed in depth.

In this work, the active nanofluids were prepared by nonionic surfactant BSSB-12 and modified silica nanoparticles. The nanofluids can simultaneously regulate oil/water and oil/solid interface to reduce interfacial tension and alter wettability. It can improve the oil displacement in ultra-low permeability reservoirs through synergistic effect of surfactant and nanosilica. The nanofluids prepared in this study have some limitations. The average particle size of nanofluids is among 50–60 nm. It may be not suitable for tight and shale reservoirs with much lower permeability. When the temperature is more than 90 °C and the salinity exceeds 100,000 mg/L, the stability of nanofluids will become worse. The active silica nanofluids are also not suitable for reservoir brine with high divalent ion contents, such as Ca2+ and Mg2+.

2 Experimental

2.1 Materials and apparatus

Sodium hydroxide (NaOH), hydrochloric acid (HCl), ethyl alcohol (C2H5OH), and N,N-dimethylformamide (DMF) were provided by Xilong Chemical Co., Ltd., China. Silica nanoparticles, vinyltriethoxysilane (VTES), 2-mercaptobenzimidazole, and 2,2-dimethoxy-2-phenylacetophenone (DMPA) were purchased from Aladdin Reagent Co., Ltd., China. Surfactant BSSB-12 (dodecyl sulfobetain) was from Shanghai Chuxing Chemical Co., Ltd., China. The simulated oil used in this study was a mixture of dehydrated crude oil obtained from Xinjiang Oilfield, and kerosene with a volume ratio of 1:17. 3 wt% NaCl solution was used as reservoir brine with a density of 1.02 g/cm3 and a dynamic viscosity of 0.91 mPa s at 25 °C. The ultra-low permeability sandstone cores with gas permeability of about 0.2 mD and porosity of about 15% were purchased from Haian Oil Scientific Research Apparatus Co., Ltd., China.

The morphology of modified silica nanoparticles was characterized with a JEM-2100 transmission electron microscope (TEM) (Japan Electronics Co., Ltd.). The particle size and zeta potential were measured by a NanoBrook Omni laser particle size analyzer (Brookhaven Instruments Co., Ltd). To determine the interfacial activity, the interfacial tensions between oil and active nanofluids were measured at 60 °C and 6000 r/min with a TX-500C spinning drop interfacial tensiometer (Bowing Industry Corporation). The contact angles were measured with a JC2000D2 contact angle measurement (Zhongchen Digital Technic Apparatus Corporation). The dynamic interface modulus and interfacial tension of active nanofluids were measured with a interfacial rheometer (TECLIS Interface Technology Co., Ltd). The scanning electron microscopy (SEM) images of core slices were obtained with an S-4800 field emission scanning electron microscope (Hitachi, Ltd).

2.2 Preparation of active nanofluids

The silica nanoparticles were modified following the previous study (Dai et al. 2017). The active nanofluid was prepared as follows: the modified silica nanoparticles (0.2 g) and BSSB-12 (0.2 g) and distilled water (199.6 g) were added into a beaker. NaOH solution (0.1 mol/L) was used to adjust the pH of the nanofluids. The nanofluids were stirred with a magnetic stirrer for 0.5 h and then put in an ultrasonicator for 2 h until the dispersion was clear and transparent. Figure 2 shows the preparation process of active nanofluids. The parameters of ultra-low permeability cores are shown in Table 1.

Fig. 2
figure 2

The preparation process of active nanofluids

Table 1 The parameters of cores

2.3 Spontaneous imbibition tests

The cores with a diameter of 2.5 cm were cut into columns with a length of 3 cm. After dried in a vacuum oven at 110 °C for 24 h, the cores were taken out and weighted after cooling to room temperature. Then, these cores and the simulated oil were simultaneously evacuated for 12 h. The experimental procedures for core saturation and imbibition tests were the same as the previous study (Dai et al. 2017). After aging at 90 °C for 48 h, the weight of cores saturated with simulated oil was recorded. The cores were immersed in 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution, and 0.1 wt% active nanofluids, respectively. The imbibition devices were placed in a constant-temperature bath at 60 °C, and the volume of oil separated from cores was recorded at regular intervals.

2.4 The broken-up behavior of oil droplets

A microfluidic device with 3-D pore throat structure was used to simulate the pore throats in the formation, and the diagram of the microfluidic device is shown in Fig. 3.

Fig. 3
figure 3

Schematic diagram of the microfluidic device

0.1 wt% BSSB-12 solution and 0.1 wt% active silica nanofluids were used as continuous phase and n-hexane was as dispersed phase. At first, the microfluidic device was placed under an inverted microscope (Leica DMi8 C). Then, the continuous phase was injected at a flow rate of 0.1 mL/min, and the dispersed phase was injected at a flow rate of 0.005 mL/min. The structure of “cross” convergence is used to generate oil droplets. The broken-up behavior of oil droplets was recorded with a Photron Fastcam SA-Z high-speed camera. Finally, the average size of oil droplets in the process of broken-up was calculated.

3 Results and discussion

3.1 Characterization of active nanofluids

The TEM image of active nanoparticles is shown in Fig. 4. The active nanoparticles were approximately spherical. The particle size of the modified silica nanoparticles was about 30 nm. As shown in Fig. 5, the particle size distribution of active nanofluids was 10–110 nm and the average hydraulic radius was 58.59 nm. The zeta potential of active nanofluids was − 48.39 mV, indicating the excellent stability. Active nanoparticles are not easy to aggregate and can be stable for a long time.

Fig. 4
figure 4

TEM image of active nanofluids

Fig. 5
figure 5

The particle size distribution of active nanofluids

3.2 Oil–water interfacial tension

To investigate the effect of silica nanoparticles and BSSB-12 on interfacial tensions, the interfacial tensions between the simulated oil and active nanofluids of different silica nanoparticle and BSSB-12 concentrations were measured. The results are shown in Fig. 6a. When the concentration of active nanoparticles was 0.1 wt%, the interfacial tensions between the simulated oil and active nanofluids decreased with the increase in the concentration of BSSB-12. When the concentration of BSSB-12 was 0.1 wt%, the interfacial tensions rarely changed with the increase in the concentration of silica nanoparticles. The minimum interfacial tension was 6.7 mN/m in the case of 0.1 wt% silica nanoparticles and 0.1 wt% BSSB-12. Based on the influence of different concentrations of silica nanoparticles and BSSB-12 on the oil–water interfacial tensions, it can be concluded that nanofluids can reduce interfacial tensions mainly through surfactant BSSB-12, and silica nanoparticles cannot greatly reduce the interfacial tension between the simulated oil and nanofluids.

Fig. 6
figure 6

The interfacial tension of different concentrations of active silica nanoparticles (the concentration of BSSB-12 was 0.1 wt%) and BSSB-12 (the concentration of silica nanoparticles was 0.1 wt%) (a) and adsorption diagram of active nanofluids on simulated oil and water phases (b)

The effect of active nanofluids on reducing interfacial tension can be explained by Fig. 6b. When the concentration of BSSB-12 is low, pure silica nanoparticles and silica nanoparticles coated with BSSB-12 coexist in active nanofluids. There exists a competitive adsorption of BSSB-12 between the surface of nanoparticles and the oil/water interface, which makes less BSSB-12 adsorption on the oil/water interface. Thus, the effect of reducing interfacial tension is poor. When the concentration of BSSB-12 is high, there are sufficient silica nanoparticles coated with BSSB-12. The adsorption amount on the surface of an oil droplet is enough to reduce the interfacial tension greatly. Therefore, the active nanofluids with a high concentration of BSSB-12 have a stronger ability to reduce the interfacial tension than the nanofluids with a low concentration of BSSB-12.

3.3 Wettability alteration

To investigate the effect of silica nanoparticles and BSSB-12 on solid–liquid interface, the equilibrium contact angles between the simulated oil and active nanofluids were measured. The paraffin-coated oil-wet glass slices were aging in active nanofluids, and the final stable oil/water/solid three-phase contact angles were recorded as the equilibrium contact angles. The equilibrium contact angles of silica nanoparticles and BSSB-12 with different concentrations are shown in Fig. 7a. When the concentration of active nanoparticles was 0.1 wt%, the equilibrium contact angles increased with the increase in the concentration of BSSB-12 and the variation in wettability was 47°. When the concentration of BSSB-12 was 0.1 wt%, the equilibrium contact angles increased with the increase in the concentration of active nanoparticles and the variation in wettability was 75°. The pure active nanoparticles or BSSB-12 cannot achieve much stronger ability to alter wettability than 0.1 wt% active nanofluids. The ability to alter wettability was achieved by the synergistic action of active nanoparticles and BSSB-12, in which the active nanoparticles played a stronger role than BSSB-12 at this point.

Fig. 7
figure 7

The equilibrium contact angles of different concentrations of active silica nanoparticles (the concentration of BSSB-12 was 0.1 wt%) and BSSB-12 (the concentration of silica nanoparticles was 0.1 wt%) (a) and adsorption diagram of active nanofluids on the oil/water/solid three-phase contacting area (b)

The effect of active nanofluids on altering wettability can be revealed by Fig. 7b. When the concentration of active nanoparticles was low and the BSSB-12 concentration was high, BSSB-12 formed a double-layer adsorption on the surface of oil droplets. It was difficult for active nanoparticles to approach the oil/water/solid three-phase contacting area, and the alteration of wettability mainly depended on the action of BSSB-12. This resulted in the poor effect of altering wettability. The wettability alteration caused by high concentration of active nanoparticles is consistent with the mechanism of structural disjoining pressure proposed by Wasan and Nikolov (2003), Wasan et al. (2011), Kondiparty et al. (2012), and Liu et al. (2012). When sufficient nanoparticles were present, the Brownian motion of nanoparticles caused the structural disjoining pressure in the oil/water/solid three-phase contact area and the wettability was altered to strongly water-wet. Hence, the active silica nanoparticles have a stronger ability to alter wettability than BSSB-12.

3.4 Spontaneous imbibition

The oil dischargement effect of 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution and 0.1 wt% active nanofluids was investigated by static spontaneous imbibition tests. The oil recovery versus time during spontaneous imbibition is shown in Fig. 8. In the initial 3 days, the oil recovery of three liquids increased rapidly with time and the active nanofluids performed the highest oil dischargement effect among the three liquids. After 4 days, the oil recovery of the active nanofluids increased continuously, while that of 3 wt% NaCl solution and BSSB-12 solution did not change much. The final oil recovery of the active nanofluids was 26.5%; the oil recovery of BSSB-12 solution and 3 wt% NaCl solution was 17% and 6%, respectively. According to the evaluation experiment of oil dischargement during spontaneous imbibition, the oil recovery of active nanofluids is higher than that of pure surfactant solution and brine, which can be ascribed to the synergistic effect of active silica nanoparticles and BSSB-12.

Fig. 8
figure 8

The oil recovery of 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution, and 0.1 wt% active nanofluids

3.5 The mechanism of active nanofluids during spontaneous imbibition

3.5.1 Oil detachment from solid surface

The surface morphologies of ultra-low permeability core surface before and after adsorption of 0.1 wt% active nanofluids were observed with an S-4800 field emission scanning electron microscope (Hitachi, Ltd.), as shown in Fig. 9. As shown in Fig. 9a, the cross section of the ultra-low permeability core was rough at 20,000 times magnification. Figure 9b shows the cross section after the adsorption of active nanofluids at the same time magnification. The nanoparticle adsorption layer has been formed on the cross section after soaked by nanofluids. The nanoparticles were nearly spherical, and their particle sizes were about 50 nm, in agreement well with the TEM results. The SEM results showed that active nanofluids could enter the pore throats of the ultra-low permeability core and formed effective adsorption in the pores, which provided the potential condition for nanofluids altering the surface property of pores.

Fig. 9
figure 9

The SEM images of core samples before (a) and after (b) adsorption of 0.1 wt% active nanofluids

To further investigate oil detachment effect of active nanofluids from the solid surface, the dynamic contact angles between 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution, 0.1 wt% active nanofluids, and simulated oil were studied. The dynamic contact angles of three solutions are shown in Fig. 10. In the initial state, all the contact angles in the three solutions were less than 90° due to the oil-wet treatment of the surface of glass slices. The contact angles were invariably less than 90° in 3 wt% NaCl solution and 0.1 wt% BSSB-12 solution, reflecting poor ability to alter wettability. The change of contact angles in active nanofluids was significantly faster than that in the pure surfactant solution and brine. In active nanofluids, the contact angle reached the equilibrium state after 10 h, and the final contact angle was 145°. The nanofluids altered the wettability of the glass slice surface from oil-wet to water-wet. The combination of the surfactant BSSB-12 and silica nanoparticles significantly improved the ability of detaching oil droplets from the solid surface.

Fig. 10
figure 10

The dynamic contact angles in 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution, 0.1 wt% active nanofluids

3.5.2 Oil transportation through pore throats

The dynamic interfacial moduli between the simulated oil and different fluids are shown in Fig. 11a. The interfacial moduli between the simulated oil and active nanofluids increased with time, and the stable moduli were 6 mN/m after 2500 s. The interfacial moduli of brine and the BSSB-12 solution were unchanged with time, and the values of interfacial moduli were 1.2 mN/m and 0.6 mN/m, respectively. Compared with brine and the pure surfactant solution, the interfacial moduli between active silica nanofluids and the simulated oil clearly increased. The results showed that a stronger interfacial film was formed due to the adsorption of active silica nanoparticles and BSSB-12 at the oil–water interface. Meanwhile, the interfacial tensions decreased with time (Fig. 11b). The interfacial tension between the simulated oil and the active nanofluids decreased from 7 mN/m to 3.5 mN/m. The active nanofluids can reduce the interfacial tensions due to the strong adsorption of active silica nanoparticles at the oil–water interface to transport the oil droplets. Figure 12 shows the average size of broken-up oil droplets in the BSSB-12 solution and active silica nanofluids. The average size of oil droplets decreased with time, and the oil droplets were broken up completely after 2 s. The size of broken-up oil droplets in the BSSB-12 solution was larger than that in active silica nanofluids. The average size of broken-up oil droplets in active silica nanofluids after 2 s was 17.96 μm, and it was easier to transport oil droplets with the help of active silica nanoparticles.

Fig. 11
figure 11

The dynamic interfacial moduli (a) and interfacial tensions (b) of 3 wt% NaCl solution, 0.1 wt% BSSB-12 solution, 0.1 wt% active nanofluids

Fig. 12
figure 12

The average size of broken-up oil droplets in the BSSB-12 solution and active silica nanofluids

The transportation of oil in core pores and throats is mainly affected by capillary force \(\left( {P_{\text{c}} = 2\sigma \frac{\cos \theta }{r}} \right)\) and additional resistance of Jamin effect \(\left( {P = 2\sigma ({1 \mathord{\left/ {\vphantom {1 {R_{1} }}} \right. \kern-0pt} {R_{1} }} - {1 \mathord{\left/ {\vphantom {1 {R_{2} }}} \right. \kern-0pt} {R_{2} }})} \right)\). For oil-wet rocks, the capillary force is the resistance for EOR during spontaneous imbibition and the reduction in the interfacial tension will reduce the resistance to transporting oil droplets in core pores. At the same time, when the oil droplets pass through the pore throats, a resistance effect will be produced due to the deformation of oil droplets—Jamin effect. The reduction in oil–water interfacial tension resulted in a decrease in resistance caused by the Jamin effect. The active silica nanofluids make the size of oil droplets smaller because the oil droplets are emulsified and broken-up, so the oil droplets are more likely to pass through the pore throats. Consequently, the oil droplets can pass through the small pore holes and throats with less resistance.

There are numerous studies showing that when the pore wall is hydrophilic, it is favorable for spontaneous imbibition. According to the experimental results of contact angles, the active nanofluids can change the wettability of solid surface from oil-wet to water-wet, thus changing the capillary force from resistance to motivation and enhancing oil recovery. In the process of detaching an oil drop, the adhesion work \(\left( {W = \sigma (1 + \cos \theta )} \right)\) decreased through reducing the interfacial tension and altering the wettability. The mechanism figure of spontaneous imbibition is shown in Fig. 13. The BSSB-12 solution has less effect on changing wettability, so the oil recovery during spontaneous imbibition is worse than the active nanofluids. The active nanofluids can change the wettability to water-wet due to the structural disjoining pressure between the simulated oil and the pore wall generated by active silica nanoparticles. The oil displacement efficiency of ultra-low permeability cores is obviously improved by the synergistic effect of active silica nanoparticles and BSSB-12.

Fig. 13
figure 13

The mechanism image of spontaneous imbibition

4 Conclusions

  1. 1.

    The active nanofluids have good dispersion stability and excellent oil dischargement effect after surfactant BSSB-12 adsorbed onto the surface of active silica nanoparticles.

  2. 2.

    BSSB-12 and active nanoparticles had their respective advantages in regulating liquid–liquid interface and solid–liquid interface to reduce interfacial tension and alter wettability.

  3. 3.

    When applied to EOR, the spontaneous imbibition recovery of active nanofluids could reach 26.5%.

  4. 4.

    The mechanism for EOR was presented by the process of detaching oil droplets with the help of active nanofluids.