The Role of Specific Surface Area and Cation Exchange Capacity in Determining Shale Rock Properties

Surface area, surface charge and the exchangeability of cations have long been known as factors in determining the physical and mechanical properties of shales. Such properties are related to the fine grain size of the various clay minerals and also the particle shapes, edge-face microstructural arrangements and are impacted by the likes of salinity and depositional environment. In general, the siltier a given clay or shale, the lower their cation exchange capacity (CEC) and specific surface area (SSA).

CEC and SSA have direct impacts on mechanical and flow properties. Wellbore instability can be caused by the development of osmotic pressures resulting from differences between pore fluid composition and drilling fluid composition and the resultant time dependent effects based on permeability. Such instability can be mitigated by the use of oil-based muds or for example high KCl water-based muds. Electrical and dielectric properties are also dependent on mineral surface charge and related directly to the CEC of a given shale, especially properties such as resistivity (or conductivity) and permittivity (dielectric constant). This paper will detail SSA and CEC values of shales from multiple basins worldwide and also from individual boreholes to demonstrate their role for shale rock properties.