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Wellbore instability in shale formations is one of the most bothersome problems leading to significant changes in shale’s petrophysical, mechanical, and chemical properties, and could cost billions of dollars annually. Drilling fluid’s ionic composition is one of the factors affecting wellbore stability. This paper investigates the impact of chemical osmosis, ionic diffusion, and diffusion osmosis on the stability of shale, identify the critical salt concentration, and examine the impact of ionic type and concentration on shale’s stability. Experimental methods include utilisation of two different shale cores (I and II), in which each core is cut into several samples, to conduct linear expansion and gravimetric measurement tests using different salt solutions (KCl, NaCl, and CaCl 2 ) of various salt concentrations. Results show that the critical salt concentrations of shale I and II is 8 w/w%. Chemical osmosis is found to be a reliable method for water extraction out of shale if the critical salt concentration value is not surpassed. Beyond this value, ionic diffusion and diffusion osmosis in shale I and II were adversely affecting shale’s stability through swelling. The swelling and gravimetric ions and water uptake tests showed that shale is a leaky semi-permeable membrane, and that chemical osmosis could be jeopardised by ionic transport into shale. In this study, the cation type (Na+, K+, Ca +2 ) that makes up the salt was varied. The impact of cation type on the stability of shale was clear as the anion type was fixed. Since both cations and anions tend to diffuse into shale in the presence of a concentration gradient, it is proposed for future work to study the combined impact of cation and anion types on shale’s stability by varying the anion and cation types.

Experimental analysis of the impact of ionic concentration and type on shale’s stability: dilute vs. concentrated salt solutions