A proposed solution to the determination of water saturation: using a modelled equation
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Abstract
Reservoir characterization is an important phase in oil and gas field development, which takes place during the appraisal phase of either a green field or a brown field upon which further development options are considered. Water saturation is a very important parameter in the general description of the reservoir as well as equity determination and dynamic modelling. Numerous equations have been developed which have been used to determine water saturation, but calculated water saturation values have been inconsistent with the saturation values determined from core analysis. This is generally due to their inability to account for the varying distribution of shale in the reservoir and the often incorrectness of their underlying assumptions. The major aim of this research is to develop a model which can be used to determine water saturation values using data from well logs; also, to compare the developed model with other existing models used in the oil and gas industry, using data from core analysis and well logs as the input data; and then finally, to discuss the results of the comparison, using the corederived saturation values as the bench mark. The model is based on a parallel resistivity model, which is based on the assumption that the conductivity of the sandstone term and the shale term exist in parallel in the shalysand reservoir. The shale term in the reservoir of the model is based on the assumption that the claybound electrons do not move in the same conductivity path as the sandstone electrons. The shale conductivity term is based on the bound water saturation and the bound water resistivity. The modelled equation was compared in two scenarios using well log data and core data from two different reservoirs, and the model showed consistency in predicting the average water saturation in both reservoirs. The results of the comparison were positive for the modelled equation, as it gave coherent results in both comparison scenarios and matched reasonably the average water saturation of the selected reservoirs. This developed model can serve as an accurate means of determining water saturation in reservoirs, especially for reservoirs with similar characteristics as the selected reservoirs in this research.
Keywords
Reservoir characterization Water saturation Bound water saturation Bound water resistivity Volume of shale Core analysisList of symbols
 R_{o}
Resistivity of the reservoir rock fully saturated with water
 R_{w}
Resistivity of the formation water
 a
Tortuosity factor
 m
Cementation exponent
 ϕ
Porosity
 F
Formation factor
 F*
Formation factor for shaly sands
 Q_{v}
Effective concentration of clay counterions
 B
Equivalent conductance of clay counterions
 V_{sh}
Volume of shale
 m_{sh}
Shale cementation exponent
 Φ_{t}
Total porosity
 Φ_{tsh}
Shale porosity
 F_{sh}
Shale formation resistivity factor
 R_{b}
Bound water resistivity
 S_{b}
Bound water saturation
Introduction
Reservoir characterization has been a very important tool in hydrocarbon exploration. It has enabled petroleum engineers to have a better understanding of the reservoir and its properties. Due to this fact, various models have been built to represent the reservoir and predict how the reservoir will behave under various conditions. Water saturation is an important parameter used in reservoir modelling, as it gives an idea of the percentage of the pore spaces occupied by water and oil or gas and hence the total amount of hydrocarbon present in the pore spaces of the reservoir.
The values of water saturation calculated for a particular reservoir are used as inputs to static models and dynamic models, and this in turn is used to determine the initial oil in place of a reservoir. The calculated values of oil in place form the basis of future production forecasts and the determination of the economic viability of the discovered reservoir. Therefore, high accuracy is needed in the determination of water saturation as it determines the oil in place and the estimated reserves.
Resistivity logs have been consistently used to determine the saturation of water in the reservoirs by making use of the Archie’s equation (Archie 1942) that shows a relationship between water saturation to the true permeable formation resistivity, the formation porosity and the formation water resistivity. The challenge therefore arises due to the presence of shale in the reservoir which is a conductive medium and hence is against the original assumptions of the Archie’s equation, which was a clean sandstone reservoir (Archie 1942). The presence of shale causes a disparity in the reading of the total resistivity of the reservoir and brings about an overshot in the water saturation predicted by the Archie’s equation (Archie 1942). This disparity is caused by the additional conductance path caused by shale, and this additional conductance path is due to the conductive nature of shale.
Due to the economic importance of developing a model which would determine water saturation effectively with the highest form of accuracy, various models have been developed in order to take cognizance of the effect of shale on the overall reservoir resistivity as well as on the water saturation value determined for the reservoir. Various models such as the Simandoux equation (Simandoux 1963), the dualwater model (Clavier et al. 1977), the Waxman–Smits equation (Waxman and Smits 1968), Schlumberger equation (Schlumberger 1989), Indonesia model (Poupon and Leveaux 1971) were all built on the foundational idea presented by (Archie 1942) in his original paper, by including a shale factor into the original Archie equation and hence presenting a simpler way to determine water saturation. The simple equations run the risk of becoming too simple, but yet it has been noted that these equations are comprehensive and can perform very well when correctly applied depending on the aforedetermined properties of the reservoir. Yet there are more complex equations which are better functionally represented but contain values which are difficult to estimate accurately, which introduces a lot of errors in the calculated values of water saturation (Doveton 1986).
The gold standard of reservoir characterization has been chosen to be core analysis as it brings a representative sample of the reservoir to the laboratory where various properties can be determined from core analysis. Core analysis is very expensive and often inaccurate in representing the entire reservoir as only sections of the reservoir are taken to the laboratory and analysed (OdizuAbangwu et al. 2010). Hence, more accurate equations need to be developed for various petroleumproducing regions as the geology of various regions is not the same.
This paper seeks to proffer a solution to the abovestated challenges by proposing a model as a possible solution to the shalysand problem.
Literature review
Since the advent of well logging, resistivity logs have been constantly used to determine the value of water saturation by using the Archie equation as the primary equation to determine water saturation. Due to the expensive nature of core analysis, the “logonly” option of determining water saturation has been seen as economical and truly desired (Doveton 1986).
The presence of shale, which is made up predominantly of clay minerals and silts, poses a major flaw to the Archie equation (Eq. 1), being that Archie assumed the reservoir was made up of purely sand and the only conductive medium was the reservoir water that saturated the reservoir rock (Archie 1942).
Some shale sand models and their limitations

The Simandoux Equation

The Schlumberger modification of the Simandoux equation

Indonesia equation.

The Waxman–Smits equation

The dualwater model.
Simandoux equation
Simandoux in his experiment in 1963 studied “homogeneous mixtures of sorted sand and natural clay in various proportions.” This was in order to study the volumetric effects of reducing clay volumes on the conductivity of the rock matrix and the overall saturation of water in the reservoir.
Some of the notable shortcomings of the Simandoux equation were as follows (Herrick and Kennedy 2009).
The argument was that the original Simandoux equation completely discarded the possibility of having shale within the clean sandstone layers. This modification was done by Schlumbeger in their paper as a crude way to calibrate their equipment without any actual physical basis for this addition. It was their means of correcting the errors included in the Simandoux equation when the formation resistivity factor of clay was not accounted for in the shale term (Schlumberger 1989).
The first use of the 1 − V_{sh} term was by Poupon et al. (1954), which was based on a volumetric balance between the volume of shale present and the volume of clay present in the reservoir. It was used to determine the volume of water saturation in thinbedded sands and shale. It basically assumes that the conductivity of a particular medium is based on its size and the conductive material within its pore spaces (Eq. 6).
Indonesia equation
Waxman–Smits equation
The major assumptions of the Waxman–Smits model about clay formation and its properties are as follows:
Clay surface conductivity is assumed to share a directly proportional relationship with the factor Q_{v} (defined as the milliequivalents of exchangeable clay counterions per unit volume of pore space). The constant of proportionality in this relationship was referred to as B, which is defined as the equivalent conductance of the clay counterions. The Waxman–Smits equation assumes that “the electric current is transported by the clay counterions that travels along the same tortuous paths as the current attributed to ions in the pore water” (Waxman and Smits 1968).
The second assumption of the Waxman–Smits model is the major reason for the F* term replicated in both the sandstone resistivity term and the shale resistivity term. Hence, the shale term and the sandstone term are seen to have them same formation resistivity factor (Herrick and Kennedy 2009).
This model served as the premise of the widely used dualwater model. The Waxman–Smits equation is often used as a standard against other methods, due to its high experimental backing, but the determination of CEC (Cation Exchange Capacity) is a timeconsuming experiment and this is the major limitation of the Waxman–Smits model.
Dualwater model
In the dualwater model, it is proposed that the impact of clay minerals on the resistivity of reservoir rock is caused by the presence of two waters in the reservoir: the free water within the pore spaces of the reservoir rock and the bound water within the clay matrix (Clavier et al. 1977). The dualwater model was developed with the basic aim of accounting for the conduction that occurs within the volume at the surface of the clay mineral. The idea was to account for the conductivity that occurs near and within the double layer and the conductivity that occurs in the layer free from the effects of clay. Though the dualwater model was developed with the aim of modifying the Waxman–Smits model for water saturation, it contains within itself the premise that the conduction geometry of the free water and the clay counterions is the same (Herrick and Kennedy 2009).
Methodology
The model developed in this paper is based on a parallel conductivity model which states that the total conductivity of the formation is a combination of the conductivity of the formation water in parallel with the conductivity contribution of the clay term. Hence, the formation water conducts in series with the clay itself and the claybound water.
This model also refutes the assumption of the Waxman–Smits and dualwater model which believe that the formation water and the clay counterions all flow through the same tortuous path and hence have the same formation resistivity factor.
The resistivity in the sandstone term is the same as the Archie’s resistivity equation, with the major contributor to the conductivity of the sandstone reservoir being the formation water resistivity. The shale bound water saturation itself is modelled to be a part of the total water saturation and is seen as the linking term between the “V_{sh} models” and the “CEC” cation–ion exchange capacity models.
 1.
Parallel conductivity exists between the clean sand and the shale present in the clean sand. The sum of all parallel conductivity is equal to the total reservoir conductivity.
 2.
The shale term and the sandstone term do not have the same formation resistivity factor.
 3.
In the cases of thinbedded shale and sandstone reservoirs, a volumetric balance exists in the reservoir such that the volumetric concentration of the sands summed up with the volumetric concentrations of the clay is equal to unity.
 4.
The total shale resistivity is a function of the claybound water saturation, its resistivity and the shale formation factor.
Results
Reservoir properties
Reservoir properties  Value 

a  1 
m  1.86 
n  2.2 
R _{w}  0.06771 
R _{sh}  2 
Φ _{tsh}  0.077 
Overall reservoir water saturation values
Overall S_{w}  

S _{w}  0.295  29.5 
Archie  0.552  55.2 
Indonesia  0.321  32.1 
Simandoux  0.252  25.2 
Schlumberger  0.194  19.4 
DWM  0.185  18.5 
Model  0.292  29.2 
Water saturation analysis for Zone 1
Zone 1  

S _{w}  0.30  30.34 
Archie  1.05  105.25 
Indonesia  0.41  40.79 
Simandoux  0.33  33.25 
Schlumberger  0.20  19.96 
DWM  0.28  28.39 
Model  0.31  31.43 
Water saturation analysis for Zone 2
Zone 2  

S _{w}  0.29  29.38 
Archie  0.45  45.16 
Indonesia  0.30  30.31 
Simandoux  0.24  23.62 
Schlumberger  0.19  19.24 
DWM  0.16  16.47 
Model  0.29  28.74 
It was observed that the average water saturation values from the modelled equation were very close to already established equations. The Archie equation had the least accuracy in both comparisons due to its lack of a shale term. The average water saturation of the modelled equation was close to the average water saturation from the cored data.
Reservoir properties
Reservoir properties  Values 

a  1 
m  1.96 
n  2 
R _{w}  0.031 
R _{sh}  2.9 
Φ _{tsh}  0.0614 
Average water saturation for the selected reservoir
Average reservoir water saturation  

S_{w} “core data”  20.58 
S_{w} “Schlumberger”  16.05 
S_{w} “Simandoux”  17.36 
S_{w} “dualwater model”  14.28 
S_{w} “Model”  20.02 
Conclusion
The major aim of this research was to propose a solution to the shalysand problem by developing a model which could accurately mirror the water saturation results from core analysis and have average water saturation values which are not too far from the values of average water saturation gotten from core analysis. A solution has been proposed, the model is a physical model whose mathematical relation was based on the relationship between the formation conductivity and the bound water saturation and the bound water resistivity. Its major assumption was that the claybound electrons and the sandstone electrons do not move through the same conductive path. The results from the model were coherent with the results of average water saturation in each comparison cases.
 1.
The derived model was consistent in both comparison cases. The derived model was the most consistent equation in both cases of water saturation comparison, with average water saturation values being close to those from core analysis.
 2.
Accounting for the bound water saturation, the bound water resistivity, and the assumption that the claybound electrons and the sandstone electrons do not flow through the same conductive path is the one of the main reasons why the modelled equation was able to effectively mirror the average reservoir water saturation.
 3.
The modelled equation was consistent in the all the cases of comparison. It shows promise and should be further tested and applied to more oil fields.
Notes
Acknowledgements
The author is grateful to the management of Covenant University for permission to publish this paper.
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