Fuel 184 (2016) 344–361 Contents lists available at ScienceDirect Fuel journal homepage: www.elsevier.com/locate/fuel Review article A review on capillary condensation in nanoporous media: Implications for hydrocarbon recovery from tight reservoirs Elizabeth Barsotti a, Sugata P. Tan a, Soheil Saraji a,⇑, Mohammad Piri a, Jin-Hong Chen b a b Department of Petroleum Engineering, University of Wyoming, Laramie, WY 82071, USA Aramco Services Company: Aramco Research Center – Houston, TX 77084, USA h i g h l i g h t s Insight into capillary condensation may improve gas recovery from tight reservoirs. Insight into capillary condensation is limited by the scarcity of experimental data. A review on the experimental data available in the literature is presented. A review on theories for modeling capillary condensation is presented. The extension of experimentally verified models to the reservoir scale is promoted. a r t i c l e i n f o Article history: Received 11 May 2016 Received in revised form 24 June 2016 Accepted 27 June 2016 Keywords: Capillary condensation Confinement Hydrocarbon Nanopores Tight reservoirs a b s t r a c t The key to understanding capillary condensation phenomena and employing that knowledge in a wide range of engineering applications lies in the synergy of theoretical and experimental studies. Of particular interest are modeling works for the development of reliable tools with which to predict capillary condensation in a variety of porous materials. Such predictions could prove invaluable to the petroleum industry where an understanding of capillary condensation could have significant implications for gas in place calculations and production estimations for shale and tight reservoirs. On the other hand, experimental data is required to validate the theories and simulation models as well as to provide possible insight into new physics that has not been predicted by the existing theories. In this paper, we provide a brief review of the theoretical and experimental work on capillary condensation with emphasis on the production and interpretation of adsorption isotherms in hydrocarbon systems. We also discuss the implications of the available data on production from shale and tight gas reservoirs and provide recommendations on relevant future work. Ó 2016 Elsevier Ltd. All rights reserved. Contents 1. 2. 3. 4. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capillary condensation of hydrocarbon gases in tight formations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capillary condensation: theoretical perspective. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.1. Density and phases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.2. Mechanism of condensation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.3. Ideal case: the Kelvin equation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3.4. Advanced models . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Capillary condensation: experimental perspective. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.1. Nanoporous media: materials and characterization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.2. Measurement techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4.3. Experimental data on hydrocarbon systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ⇑ Corresponding author. E-mail address: [email protected] (S. Saraji). http://dx.doi.org/10.1016/j.fuel.2016.06.123 0016-2361/Ó 2016 Elsevier Ltd. All rights reserved. 345 345 347 347 347 350 351 353 353 354 355 345 E. Barsotti et al. / Fuel 184 (2016) 344–361 5. Conclusions and final remarks Funding . . . . . . . . . . . . . . . . . . . Appendix A. Supplementary References . . . . . . . . . . . . . . . . ........ ........ material. ........ . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1. Introduction An improved understanding of the physical behavior of confined fluid is important to a multitude of disciplines and will allow for the development of better insights into catalysis [1–3], chemistry [4], geochemistry [5], geophysics [1], nanomaterials [1] and improved methods of battery design [2], carbon dioxide sequestration [6,7], drug delivery [2], enhanced coalbed methane recovery [8], lubrication and adhesion [1], materials characterization [9–13], micro/nano electromechanical system design [14], pollution control [1,7,15–17], and separation [2], as well as hydrocarbon production from shale and other tight formations [18–35]. In oil production, for example, full advantage of enhanced oil recovery by carbon dioxide injection into shale formations can only be taken once a better understanding of confined fluid behavior, including the phase equilibria, is gained [36,37]. It is well known that the physical behavior of fluids in confined spaces differs from that in the bulk [1,2,4,5,7,14,15,18,20–22,24, 26–28,38–55]. In nanoporous media with pore diameters less than 100 nm [56] and greater than 2 nm, molecular size and mean free path cannot be ignored compared to pore size [1,23,57]. At this scale, due to confinement, distances are decreased among molecules, so intermolecular forces are large, and consequently, phase behavior becomes not only a function of fluid-fluid interactions, as it is in the bulk, but also a function of fluid-pore-wall interactions. Capillary and adsorptive forces [1,15,18,23,26,27,57] alter phase boundaries [1,2,7,15,18,21–24,26,27,42,45,49,50,52,55], phase compositions [1,27,52,58], interfacial tensions [22], fluid densities [1,5,23,24,49,51], fluid viscosities [18,22], and saturation pressures [20,24,42,43,46]. The extent to which the phase behavior is altered by confinement depends on the interplay of the fluid-fluid and the fluid-pore-wall interactions. Although pore size, shape, and interconnectivity; pore wall roughness, composition, and wettability; and fluid composition and molecular size are qualitatively known to influence the physical behavior of confined fluids [1,5,27,45,52], a quantitative understanding of the relative effects of each characteristic is presently lacking. 2. Capillary condensation of hydrocarbon gases in tight formations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358 358 358 358 hydrocarbons in shale and tight formations, impediments to production from them remain and are manifested in nanoscopic properties such as fine grain sizes [18,22], nanopores [18,22–24,27,61], low porosities (2–10%) [19], and nanodarcy permeabilities [18,19,22,24,33], as well as complex mineral compositions [62]. These characteristics limit conventional methods of reservoir evaluation [33], complicating estimations of original hydrocarbons in place and ultimate recovery [18,20] and culminating in an inability to accurately predict the profitability of a reservoir. Case in point, a good history match for oil production from wells in the middle Bakken formation is obtained only after considering the fluid phase behavior in small pores [24]. In estimating hydrocarbon recovery, the physicochemical properties of the reservoir fluids are combined with information about the petrophysical properties of the matrix in order to interpret well logs [20,21,61], compute original hydrocarbons in place [20,24], determine drainage areas, calculate well spacing [27], evaluate various production scenarios, and predict ultimate recovery. For shale and tight reservoirs, uncertainties in the determinations of water saturation [32], capillary pressure, and absolute and relative permeabilities [31,32] along with non-Darcy flow [33], delayed capillary equilibrium, and confined phase behavior necessitate comprehensive theoretical and experimental studies of these nanoscale phenomena and the development of specialized methods for estimating hydrocarbon recovery. In shale gas reservoirs (i.e., at reservoir conditions), strong affiliation of reservoir fluids to pore walls is often present. Because hydrocarbon gases are predominately stored in the organic-matter nanopores [24] of the shale in which they are the wetting fluid [20,21], capillary condensation is highly probable, although more information is needed to understand how and when it occurs. Typical compositions of petroleum gases can be found in Table 1 for conventional geological formations and shale formations. Capillary condensation has major implications for estimating hydrocarbons in place in shale and tight gas reservoirs. This is in strict contrast to conventional gas reservoirs where nanopores represent an inconsequential percentage of the total porosity in Table 1 Typical compositions of conventional and unconventional petroleum gases. Component Tight formations and their analogs, shale gas and shale oil reservoirs, are unconventional resources, which are defined as rock formations bearing large quantities of hydrocarbons in place that, as a result of reservoir rock and fluid properties, cannot be economically produced by conventional methods. Only in the past decade have the depletion of conventional reservoirs and the increasing worldwide demand for hydrocarbons generated enough interest in shale and tight reservoirs to establish technological innovations that make the production from these resources profitable. Shale is ‘‘a laminated, indurated rock with [more than] 67% clay-sized minerals” [59]. The U.S. Energy Information Administration estimates that 345 billion barrels of recoverable oil and 7,299 trillion cubic feet of recoverable gas are stored in shale formations worldwide, making shale oil accountable for 9% of total (proven and unproven) oil reserves and shale gas accountable for 32% of total gas reserves [60]. Despite the abundance of . . . . Methane Ethane Propane n-Butane Isobutene n-Pentane Isopentane Hexane Heptane Octane Nonane Decane+ Nitrogen Carbon Dioxide Oxygen Mole fraction Conventionala Shaleb 0.9500 0.0320 0.0020 0.0003 0.0003 0.0001 0.0001 0.0000 0.0000 0.0000 0.0000 0.0000 0.0100 0.0050 0.0002 0.6192 0.1408 0.0835 0.0341 0.0097 0.0148 0.0084 0.0179 0.0158 0.0122 0.0094 0.0311 0.0013 0.0018 0.0000 a Typical composition of conventional natural gas composition taken from Driscoll and Maclachlan [63]. b Composition of Eagle Ford Shale gas taken from Deo and Anderson [64]. 346 E. Barsotti et al. / Fuel 184 (2016) 344–361 comparison to macropores, and thus, no significant changes to the overall phase behavior is observed [54]. In spite of the implications of capillary condensation for unconventional gas reservoirs, current methods of calculating reserves in shale only consider adsorbed gas on the pore walls and free gas in the pore bodies [20,21,30,32,33,35,60] with the largely immobile adsorbed phase accounting for up to half of the total gas in place [19]. In one study, Chen et al. estimated in principle that accounting for capillary condensation could increase reserve estimations by up to threeto six-times [20]. Because the densities of phases are different in nanopores, however, more reliable models are needed in order to confirm such estimations. On the other hand, the presence of a condensed phase would reduce the permeability in the reservoir as it blocks the gas flow near the wellbore. Nevertheless, confinement by nanopores introduces different conditions at which two phases may coexist. Therefore, the net effect of accounting for capillary condensation on the estimates of recoverable reserves is still unknown. Again, as mentioned earlier, reliable models are needed to obtain more accurate estimates. Prerequisite to the parameterization of the equations of state (EOS) used in such models and their validation for applications in real systems is comprehensive experimental data on capillary condensation. At present, however, experimental data is hardly available even for many of the simplest hydrocarbon-adsorbent pairings. It must be noted that capillary condensation data, not adsorption data, is the missing prerequisite for EOS parameterization. Adsorption without phase transition is much better understood than capillary condensation, and since it is associated with surface forces, i.e., the disjoining pressure, which appears to be negligible in comparison to capillary condensation forces [65], little can be gained from adsorption-only experiments, in this respect. For this reason, we exclude adsorption-only data from Section 3.3 on available experimental results. The current reviews on capillary condensation in the literature either are composed for general applications across a wide variety of industries with no mention of oil or gas [66] or introduce capillary condensation as it pertains to the much broader studies of phase behavior [1,67], adsorption, materials characterization [2,51,68], and fluid dynamics [69]. This paper, however, focuses specifically on the implications of capillary condensation phenomena for the petroleum industry. In this endeavor, an overview of the relevant theoretical and experimental methods for the study of the capillary condensation of hydrocarbon gases will be presented to reflect the current state of knowledge and to suggest the direction for future research. Such future research will provide a fundamental understanding of capillary condensation, without which applications of it in shale and tight formations cannot be reliably effective. Fig. 1. Confined phases and densities: (a) local densities in a pore, where the adsorbed phase contains molecules layered on the wall, while the capillary condensation occurs when the low-density phase (vapor-like phase) abruptly changes into a higher-density phase (condensed phase) in the pore space far from the wall. Adapted with permission from grand-canonical Monte Carlo (GCMC) simulation by Walton and Quirke [70]. Copyright 1989 Taylor & Francis, Ltd. (b) Cartoon showing confined density defined as the number of moles of a given confined fluid phase filling a pore divided by the total volume of the pore. E. Barsotti et al. / Fuel 184 (2016) 344–361 3. Capillary condensation: theoretical perspective The key to understanding the confinement phenomena, from which shale gas and/or tight gas recovery may benefit, lies in systematic studies of capillary condensation. The current, albeit sparse, body of knowledge regarding capillary condensation is the result of studies from many disciplines, primarily adsorption experiments and molecular simulation studies. 3.1. Density and phases Prior to further discussion, there is a need to define a common ground in using the terms density and phases to describe the behavior of confined fluids. As facilitated by the established theoretical and experimental approaches for fluids in the bulk, we use our understanding from the bulk properties for the case of confined fluids even though we know it may not apply at the nanoscale of the confinement. As known from many studies, the fluid molecules are unevenly distributed inside each pore as is shown in Fig. 1a, which is adapted from a molecular simulation [70], due to fluid-pore-wall interactions as manifest in pore wettability [16,71]. Therefore, the density is localized in the confined space; there are more molecules near the pore wall. To still use density in the usual meaning, the confined density is taken to be the moles of the fluid in the pore divided by the total pore volume as shown in Fig. 1b. As in the bulk, densities may be used to infer states of matter or phases. Therefore, based on Fig. 1, two different phases may exist in nanopores and are of primary interest to shale and tight gas recovery. The first phase is the vapor-like phase in the pore prior to condensation with an average density of qA, while the second is the liquid-like condensed phase with an average density of qL that forms at capillary condensation [1,2,42,49,52,68,69,72]. The first phase consists of molecules that are mostly adsorbed on the pore walls, so it has a density, as newly defined, between that of the bulk vapor phase and that of the condensed phase [49,72,73]. From this point on, we call it the adsorbed phase. The bulk vapor phase outside the pore and this adsorbed phase are in thermodynamic equilibrium with each other prior to condensation. At condensation, the equilibrium also involves the condensed phase. After the phase transition, the condensed phase replaces the adsorbed phase in the equilibrium. 3.2. Mechanism of condensation Exposing gas to a clean, outgassed porous material introduces a phenomenon well known as adsorption, where molecules of the 347 bulk vapor phase (i.e., adsorbate) are physically bound to the surface of pore-walls (i.e., adsorbent) to form a monomolecular layer of the adsorbed phase. If the pores are small enough and the vapor phase sufficiently wets the pore surface, inter-molecular forces can build multiple molecular layers of the adsorbed phase until, at some threshold temperature and pressure below the bulk phase boundary of the fluid, a new condensed phase nucleates and fills the pore [1,2,49,52,55,68,72–75]. This phase is separated from the gas or bulk vapor phase at the pore throat by a curved meniscus [76]. This phenomenon is called capillary condensation, and is generally categorized either as a second order phase transition for one-dimensional (cylindrical) pores [49] or as a first order [2,49,68,76] or nearly-first-order phase transition [69] for two- (slit-like) and three-dimensional pores. Capillary condensation data is commonly derived from adsorption isotherms that relate the amount of fluid adsorbed on a solid surface (i.e., in the pore space) to the operating bulk pressure at constant temperature [76]. In ordered nanoporous materials, adsorption isotherms displaying a steep vertical or near-vertical step are indicative of the rapid pore filling associated with capillary condensation [38]. Of the variety of adsorption isotherms recognized by the International Union of Pure and Applied Chemistry (IUPAC) [47,56], the Type IVa, IVb, and V isotherms (see Fig. 2) are most consistent with this observation and, thus, are the most relevant to the study of capillary condensation in ordered nanoporous materials [17,45–47,56]. Although ordered nanoporous materials – porous materials containing a regular array of nanopores with the same geometry – are not representative of real adsorbents such as shale rocks, they are a mainstay of present research into capillary condensation. Their well-defined pores allow for studies into even the most basic, yet still not understood, phenomena related to fluid-pore-wall interactions that are not observable in adsorbents with highly irregular arrays of pores and poorly defined surfaces. Adsorption isotherms exhibiting capillary condensation can either be reversible, as in Type IVb isotherms, or irreversible (i.e., hysteretic), as in Type IVa and Type V isotherms. The hysteresis loop in the Type IVa isotherm indicates capillary condensation [76,77] when the temperature of the confined fluid is above the triple-point of the bulk fluid [1]. The different paths of adsorption and desorption in hysteretic isotherms are dependent on pore chemistry, geometry and temperature [47,73] and may arise either from the formation of metastable states (Type H1 hysteresis) [1,2,38,56,66,74], or from pore blocking or networking effects due to heterogeneity of pore geometries, such as is found in inkbottle shaped pores or interconnected pores (Type H2 hysteresis) [47,56,66,73,74,76]. Fig. 2. IUPAC Type IV(a), IV(b), and V isotherms. The shaded regions in the figure indicate the condensation/evaporation steps. Types IV(a) and IV(b) isotherms are typical of nanoporous adsorbents in which the adsorbate is the wetting phase. Type IV(a) isotherms may exhibit hysteresis caused either by the formation of metastable states or from pore blocking or networking. The first is exhibited in the IUPAC H1 hysteresis loop as indicated by the solid line [1,2,38,56,66,74], while the second is exhibited in the IUPAC H2 hysteresis loop as indicated by the dotted line [47,56,66,73,74,76]. While Type V isotherms are characteristic of adsorbents in which the adsorbates are non-wetting [56]. The wettability of the adsorbent to its adsorbate is demonstrated by the shape of the isotherm prior to condensation. Wetting fluids almost immediately begin to form layers on the sides of the pores as evidenced by a convex curve, while non-wetting fluids do not share this behavior, as shown by their concave curve. Adapted with permission from Thommes et al. [56]. Copyright 2015 IUPAC. 348 E. Barsotti et al. / Fuel 184 (2016) 344–361 Fig. 3. Temperature dependence of a hysteresis loop: O2 in 4.4-nm MCM-41. Adapted from with permission from Morishige et al. [73]. Copyright 2004 American Chemical Society. no hysteresis occurs; this is denoted as the hysteresis critical temperature (Th) [55,66,73,78]. Th is less than TCp, while decreases in temperature from Th result in expansion of the hysteresis loop [13,38,55,73,77,78], as illustrated in Fig. 3. This is supported by the work of Morishige and coworkers, who experimentally observed capillary condensation at a wide range of temperatures from below Th to TCp, including the disappearance of the differences between confined fluid phases at TCp, for argon, nitrogen, oxygen, ethylene, and carbon dioxide in MCM-41 [38,73] and SBA-15 [78]. These results were further corroborated for many fluids in wide variety of adsorbents by Qiao et al. [40], Russo et al. [15], Yun et al. [7] and Tanchoux et al., who also noted that Th decreases with pore size [13]. However, relatively recent studies from Morishige et al. and Horikawa et al., which detailed the capillary condensation of water in ordered mesoporous carbons (OMC’s), are in disagreement with these findings [72,79]. Unlike the capillary condensation of gases in mesoporous silicas where condensation pressures rose with Fig. 4. Isotherms for water in OMC (7.0 nm pore diameter) [72]. The positions of the adsorption and desorption branches of the hysteresis loop are constant regardless of temperature. Adapted with permission from Morishige et al. [72]. Copyright 2014 American Chemical Society. In many senses, as previously mentioned, capillary condensation is the phase transition of the confined fluid into a condensed phase, similar to the vapor-liquid phase boundary in the bulk. For a pure fluid in the bulk, this phase transition can occur up to the critical point (TC), above which only a homogenous supercritical phase can exist. For a confined fluid in a given adsorbent, the condensed phase and the lighter adsorbed phase are distinguishable only up to the so-called pore critical temperature (TCp), which is normally lower than TC [1,49,73,78]. For fluids that show hysteresis in their adsorption isotherms, there also exists a temperature above which Fig. 5. Experimental indication that the adsorption branch of the isotherm (open circles) is closer to equilibrium than the desorption branch (filled circles). Data is for O2 in 4.4-nm MCM-41 [73]. Adapted with permission from Morishige et al. [73]. Copyright 2004 American Chemical Society. E. Barsotti et al. / Fuel 184 (2016) 344–361 increasing temperature [38,78], the condensation pressures of the water in OMC’s remained constant with increasing temperature (Fig. 4) [72,79]. Morishige et al. attributed this inconsistency to differences in the wettabilities of the adsorbents to their respective fluids [72]. Regardless of the relationships among the confined critical temperatures and condensation pressures, for all fluids confined in porous media, TCp and Th depend on the fluid chemistry, pore-wall chemistry, pore size, and/or pore geometry [1,66]. The complex dependency of Th on these properties has given rise to controversy as to which branch of the hysteresis loop represents the equilibrium phase transition [12,15,55,66,74]. Neimark et al., who matched data from their model to experimental isotherms and Derjaguin-Broekhoff-de Boer isotherms for argon and nitrogen in MCM-41 type pores [80], proposed the desorption branch as the equilibrium branch. This is supported by the theory, where minimization of the grand potential energy results in a wider range of available fluid configurations (i.e., densities) for the adsorption branch than the desorption branch, thus indicating that more metastable states develop during adsorption so that desorption, rather than adsorption, occurs at the true phase equilibrium [42]. This designation is further supported by Pellenq et al., who have compared isotherms from their mean field model to those of argon in MCM-41-type materials [81], and has been adopted by the IUPAC [56]. However, it is in strict contrast to the experimental work of others [38,72–74,78]. In their experimental studies, Morishige and coworkers have investigated the temperature progression of the chemical potential difference (with respect to that of bulk liquid) of adsorption and desorption during capillary condensation in hysteretic isotherms [73,78], as shown in Fig. 5. Based on the continuity of the slope along the adsorption branch across Th in Fig. 5, Morishige and coworkers present a compelling argument for the existence of thermodynamic equilibrium only during adsorption. In other words, their work shows that the adsorption branch is the true phase transition and, thus, should be used for identifying capillary condensation from adsorption isotherms [14,69]. Based on observations from the adsorption isotherms, capillary condensation in nanopores is attributed to strong intermolecular forces [15,18,23,26,27,46,57,69,76], although the nature of the pore-fluid interactions and the ways in which pore geometry, pressure, and temperature quantitatively affect these interactions is unknown [1]. However, some progress has been made in the analysis of the forces exerted by capillary condensed fluids on the walls of their confining pores, and vice versa. For example, Gor et al. have compared capillary condensation adsorption isotherms of n-pentane in MCM-41 and SBA-15 to both experimental and theoretical capillary condensation strain isotherms [8]. Strain isotherms, as shown in Fig. 6, are plots of relative pressure versus strain at constant temperature, typically produced via small angle X-ray 349 scattering (SAXS). Based on discrepancies between theoretical and experimental isotherms, Gor et al. concluded that capillary condensation changes the elastic properties of SBA-15 but not of MCM-41. They attributed this difference to the presence of micropores in the SBA-15, alone, even though their SBA-15 sample (8.1 nm) had more than twice the pore diameter of their MCM-41 sample (3.4 nm). Thus, it cannot be known from their work how pore size affects changes in pore wall elasticity during capillary condensation [8]. In a complimentary work by Günther et al., small angle X-ray diffraction was used to show that increasing adsorption before capillary condensation causes pores to expand, while capillary condensation causes the pores to contract [50]. Therefore, changes in pore diameter due to adsorption, as shown in the work of Gor et al. and Günther et al., could affect the onset of capillary condensation [8,50]. Because the strain of the adsorbent is directly related to the pressure of its occupying fluid, the strain isotherms produced by Gor et al. can also be interpreted as showing the pressures of the fluid within the pores. Through this interpretation, it is evident that adsorbed fluid layers before capillary condensation possesses a positive pressure (i.e., cause positive strain, or expansion, of the adsorbent), while the condensed phase during capillary condensation has a negative pressure (i.e., causes negative strain, or contraction, of the adsorbent), often referred to as tension or being stretched. The condition under tension is supported by simulation observations, such as those by Long et al. [4], who found that for pores with widths greater than 5 molecular diameters of the confined fluid, the pressure in the condensed phase was always negative. Both the work of Gor et al. and Long et al. are consistent with evidence from capillarities, such as water plugs in nanochannels [82], peculiar behavior of soil water [83], centrifuge capillarypressure experiments [84], and sap transport in trees [85]. Though liquids under negative pressure are theoretically in a metastable state [86], they show stable behavior in confinement [84]; and thus can exist even for geological times [135]. They may also exceed the stability limit where cavitation should occur to stabilize the system [87]. This fact may offer an alternative explanation to the delayed desorption phenomenon if adsorption is considered to be the true phase equilibrium. Likewise, evidence as to the fluid-wall interactions during capillary condensation has been produced by Naumov et al. [46]. Using Pulsed Field Gradient Nuclear Magnetic Resonance (PFG NMR), they showed that for cyclohexane in Vycor glass and porous silicon, the hysteresis of the adsorption isotherm is accompanied by hysteresis of the self-diffusivities [46]. Self-diffusivity is the random, microscopic movement of the fluid molecules due only to their own thermal energy [46]. Naumov et al. attribute hysteresis of the self-diffusivities to the differences in the densities of the fluid filling the pores during adsorption and desorption [46]. The self-diffusivity was lower during desorption due to the pore-blocking effects that occur when evaporation proceeds via Fig. 6. Typical strain isotherms for adsorbents during the capillary condensation of (a) a wetting fluid and (b) a non-wetting fluid [8]. These correspond to the IUPAC Type IV (b) and Type V adsorption isotherms, respectively [8]. Adapted with permission from Gor et al. [8]. Copyright 2013 American Chemical Society. 350 E. Barsotti et al. / Fuel 184 (2016) 344–361 In capillary condensation, the Young-Laplace equation is used in the vapor-liquid equilibria (VLE) to account for the effect of the nanopores. For bigger pores, where the vapor phase may be considered ideal and the liquid phase is incompressible, the use of the Young-Laplace equation in the VLE leads to the Kelvin equation [12,14,44,46,88,90,91]: ln Fig. 7. Hysteresis of self-diffusivities of cyclohexane in Vycor glass at 297 K as compared to that in the corresponding adsorption isotherm. Adapted with permission from Naumov et al. [46]. Copyright 2008 American Chemical Society. cavitation, which is at least partially dependent on pore geometry [46]. A self-diffusivity hysteresis loop is shown in comparison to hysteresis of an adsorption isotherm in Fig. 7. 3.3. Ideal case: the Kelvin equation To account for fluid-pore interactions, many theoretical methods take into consideration the pressure difference between the confined and the bulk phases in the form of the disjoining pressure, the capillary pressure, or both. Before capillary condensation occurs, disjoining pressure is the only form of interfacial pressure and exists as the pressure difference between the adsorbed layers and the vapor phase filling the pore body [8,12,14]. Once the adsorbed film reaches its limit of stability, the layers of the adsorbed phase converge upon each other in the process of capillary condensation [12], and the center of the pore is filled with the condensed phase which is separated from the bulk vapor at the pore throat junction by a meniscus. At this point, equilibrium is reached between the bulk vapor and the condensed phase in the pore, and the capillary pressure can be defined as the difference in the pressures on either side of the meniscus [8]. It is important to note, however, that even after capillary condensation occurs there are still some layers of fluid adsorbed on the pore wall, meaning that a disjoining pressure is still present, although it now represents the pressure difference between the adsorbed layers and the condensed phase. In some studies, the disjoining pressure appears to be negligible in comparison with the capillary pressure [65]. Capillary pressure, P cap , is defined by the Young-Laplace equation [14,18,22–24,46,88,89]. The equation for the case of a cylindrical pore is: Pcap ¼ PNW PW ¼ 2c cos h rp PV 1 2c qL RT rp Psat ð2Þ where PV is the operating pressure of the vapor phase at which capillary condensation occurs, Psat is the saturated vapor pressure of the fluid in the bulk, qL is the molar density of the liquid phase in the bulk, R is the universal gas constant, and T is the absolute temperature. If both sides of Eq. (2) are multiplied by temperature, then the expression on the left-hand side is the same as the vertical axis in Fig. 5, while the right-hand side is a continuous function of temperature. Therefore, Morishige and coworkers have practically shown that the adsorption branch behaves according to Eq. (2), which accounts for the phase equilibrium. The Kelvin equation is used extensively in both experiments and models to mathematically describe capillary condensation [81,90]. It is frequently employed in the prediction of the occurrence of capillary condensation under different conditions [14,42,46] and the evaluation of the forces that are exerted on the adsorbent by condensates [14,75], the thickness of adsorbed layers [75,88], pore size [75], and pore size distribution [44,88,92]. Despite its frequent use, the Kelvin equation is based on many assumptions that may not be valid for scenarios associated with capillary condensation. For example, the Kelvin equation assumes that the liquid is incompressible, the vapor is ideal, and both the surface tension and the molar density are independent of the pore radius [55,89,91], all of which are not necessarily true for fluids confined in nanopores. Furthermore, it does not account for adsorbed phases or the fluid-pore wall forces that cause them [2,46,55]. Likewise, because it is based on macroscopic thermodynamics for a liquid and vapor in equilibrium, its accuracy when used in hysteretic isotherms is largely dependent on whether or not the true equilibrium branch is selected for the calculations [2,46,55]. ð1Þ where PNW is the pressure of the non-wetting phase, which is commonly the bulk vapor phase; P W is the pressure of the wetting phase, which is commonly the liquid-like condensed phase in the pore; c is the surface tension between these two fluid phases; rp is the radius of the pore; and h is the contact angle of the meniscus with the pore wall. Fig. 8. The difference between capillary condensation pressure for nitrogen in a slit pore predicted by the Kelvin equation (the dashed line) and GCMC simulation (the solid line). The experimental data for a similar system is shown by the filled circles. The figure shows significant deviations between predictions by the Kelvin equation and experimental data for pore diameters below 7 nm. Taken from Walton and Quirke [70], in the format adapted by Aukett et al. [95]. Copyright 1992 Elsevier. E. Barsotti et al. / Fuel 184 (2016) 344–361 Although the Kelvin equation and its variants have been shown to be valid in pores with radii as small as 4 nm for some confined systems [43,93,94], the validity of its assumptions decreases with pore size [91]. A study by Aukett et al. showed that the Kelvin equation deviates from simulation results and experimental data in the prediction of capillary condensation for pores smaller than 7 nm (Fig. 8) [95]. Nevertheless, using the gas composition from a Marcellus well and the pore size distribution of kerogen pores in a hypothetical shale rock, Chen et al. incorporated the multicomponent version of Kelvin equation [96] into estimations of gas in place [20]. The resulting theoretical adsorption isotherms exhibited condensation steps, which, when incorporated into Chen et al.’s estimations, lead to increased gas in place estimates for the hypothetical rock of up to six times [20]. Some efforts have been made to extend the accuracy of the Kelvin equation to nanoscale systems, among which are the inclusion of the effect of the meniscus on the surface tension [97] and direct adjustments to the pore radius to account for the thickness of the adsorbed phase [92,98]. Regardless, when the Kelvin equation is applied in the characterization of porous media, it has been shown to underestimate pore size by approximately 25% in pores with radii below 10 nm [99]. Because many studies involving capillary condensation include porous materials with radii below 10 nm [8,13,15,72,74] and below 4 nm [6–8,10,13,15,38–40,48,72,73,78], more accurate approaches are needed to better describe the fluid phase behavior in nanopores. 3.4. Advanced models Efforts to account for large departures from the ideal assumptions of the Kelvin equation include the utilization of various versions of density functional theory (DFT), e.g., non-local density functional theory (NLDFT) and quench solid density functional theory (QSDFT). DFT relies on the minimization of the grand potential energy, which accounts for all the thermodynamic energies of the system at the same chemical potentials throughout all phases, to achieve the most stable energy state for the fluidpore system [1,2,12,66]. DFT deals with energy functionals [100], which also account for pore geometry [2] and fluid-pore wall interactions [12], and results in the fluid density profile within the pores at the most stable energy state (Fig. 1a) [1,2,12,66]. In studies of capillary condensation, this density can correspond either to the condensed or the vapor phase in the pore [12]. Using DFT, metastable states can be modeled for the investigation of hysteresis, although many calculations for identification of the sorption branch (adsorption or desorption) that corresponds to phase equilibrium are contradictory to the aforementioned experimental findings of Morishige et al. [2,12,66]. Indeed, comparisons of DFT isotherms with experimental isotherms have shown DFT to be incapable of precise quantitative predictions of hysteresis in even the simplest cylindrical pores [12,66]. The inaccuracies of DFT have been attributed to oversimplifications in the functionals that include the disregard of pore wall surface roughness [2], models of infinite pores that have little relation to their finite experimental counterparts, and improper treatments of pore-fluid potentials [2,12,100]. Despite its shortcomings, however, NLDFT, in particular, has gained popularity for its ability to estimate pore size distribution more accurately than approaches involving the Kelvin equation [2,12]. With the current lack of experimental data and the difficulty in obtaining them, molecular simulations have been carried out for adsorbents of varying wettability [52,53] and pore geometry [4] for theory validation purposes. Similar to DFT, molecular simulations offer microscopic treatments of capillary condensation that take into account fluid-fluid and fluid-pore wall interactions [2], most commonly grand canonical Monte Carlo simulation (GCMC) 351 [1,2,4,44,66,68,69,101,102] and Molecular Dynamics (MD) [1,66,68,69]. Because molecular simulations can account for the individual interactions of atoms and molecules [69], they allow for easier description of complicated molecular structures [66] and provide for more invasive investigation into the underlying mechanisms of capillary condensation compared to DFT [2,44,53,66]. Likewise, molecular simulations allow for easy adjustment of properties that are difficult, if not impossible, to control in experiments [1,66,69]. However, oversimplifications of input functions, inadequate algorithms, and the extensive amount of computational time required to perform realistic simulations [58], render current molecular simulations as inaccurate as DFT [2,66]. The uncertainties as to the influence of the various chemical and physical parameters persist and, along with the present inability to exactly model both real and synthesized nanoporous materials, generate inaccuracies that prevent further progress into the development and evaluation of theories [52]. Even so, simulations are useful for qualitative studies of capillary condensation and are particularly valuable for their insight into properties that are experimentally inaccessible. A sample density profile of confined fluid available through GCMC simulations is shown in Fig. 1a, which is in excellent agreement with that available through DFT [103]. Long et al. used GCMC simulations to evaluate the effect of pore geometry on the pressure of argon [4]. Based on their simulations, they showed that, for a given temperature, the capillary condensation of argon occurred first (at the lowest pressure) for spherical pores, followed by cylindrical pores and then slit pores [4]. They attributed this to the direct proportionality of the pore wall curvature to pore-fluid interactions as manifest in a pressure tensor for the argon that, over the given pressure range, exhibited a rapidly increasing tangential pressure [4]. Singh et al. used grand-canonical transition-matrix Monte Carlo (GC-TMMC) simulations to study the critical properties, surface tensions, phase coexistence, density profiles, and orientation profiles of methane, ethane, propane, butane, and octane in graphite and mica slit pores with different widths [53]. Though their findings are in general agreement with experimental data for the given adsorbate-adsorbent systems, their study suffers from a lack of comprehensiveness; for their simulations included only a limited selection of fluids in just two pore types [53]. In another work, Yun et al. were able to use their own experimental isotherms to validate GCMC simulations and ideal adsorbed solution theory (IAST) for the prediction of the adsorption of methane, ethane, and a methane-ethane mixture in MCM-41 [7]. Likewise, He and Seaton used their own experimental isotherms to validate GCMC simulations for the prediction of the adsorption of carbon dioxide, ethane, and a carbon dioxide-ethane mixture in MCM-41 [104]. Although neither Yun et al. nor He and Seaton specifically studied capillary condensation in their systems, their data showed condensation at some experimental conditions. While the above rigorous computational approaches do not provide accurate descriptions of macroscopic behavior, simpler methods with equations of state (EOS) have been used to model the confined phase equilibria. In such modeling, the equilibrium of the condensed phase in pores (L) and the vapor phase in the bulk (V) can be generalized in terms of chemical potential, or more commonly, in terms of fugacity, where the equifugacity equations for a mixture with N components are expressed as: ^f L ðx; T; PL Þ ¼ ^f V ðy; T; PV Þ i ¼ 1; . . . ; N i i ð3Þ Note that the pressures of the phases are different. The pressure difference can be expressed in terms of capillary pressure as in Eq. (1) where L is the condensed phase, which is wetting; and V is 352 E. Barsotti et al. / Fuel 184 (2016) 344–361 Fig. 9. Qualitative shift of a phase envelope when bulk-phase parameters are applied to a cubic EOS [106]: the critical point (C.P.) does not change; it remains the same as in the bulk. the bulk vapor phase, which is non-wetting; x and y are the fluid composition in phases L and V, respectively. In addition to Eq. (3), the system has to satisfy the material balance. Solving these equations is analogous to the vapor-liquid phase equilibrium calculation in the bulk, but at different pressures across the phase boundary. This approach is free from assumptions imposed on the Kelvin equation while still dependent on the validity of the Young-Laplace equation for extremely small pores. Though a simple cubic EOS may also be used here, some difficulties arise in using this class of EOS, as it requires critical properties for parameterization. In nanopores, where the critical points of pure substances are shifted from their bulk values, a cubic EOS must be applied either by using the shifted critical properties as the new EOS parameters [18] or by ignoring the confinementinduced shift altogether, thus, using the bulk-phase parameters [57,105] while the Laplace equation, Eq. (1), is added to account for the effects of confinement [24,106]. For multicomponent fluids in confinement, it is generally agreed upon that the phase envelope in the P-T phase diagram is also shifted from that of the bulk, even though the shift of the critical point has not yet been experimentally verified. An analysis of the envelope shift has been recently made [106] using a theoretical approach inspired by the multicomponent version of the Kelvin equation [96,107]. In the analysis, which applied a cubic EOS with the Laplace equation, the critical point of a multicomponent fluid was found to be invariant, while the cricondentherm (the maximum temperature of the envelope) was found to shift to a higher temperature, as shown in Fig. 9. The bubble points were also found to be suppressed for temperatures up to the critical point, as were the dew points up to the bulk cricondentherm. However, the portion of the envelope between the critical-point temperature and the bulk cricondentherm was found to shift to higher pressures. These findings, except for the shift of the cricondentherm, are similar to those of some other studies including that of Nojabaei et al. [24] and Jin and Firoozabadi [108], where the cricondentherm was found to be invariant. On the other hand, when using shifted critical properties as the new EOS parameters, the resulting phase envelopes dramatically change, as shown in Fig. 10 [18]. The shifted critical properties can be numerically derived from theory, as done by Zarragoicoechea and Kuz with regard to the ratio of molecular diameter (r) to pore radius (rp) [109]: Fig. 10. Qualitative shift of a phase envelope when shifted-phase parameters are applied to a cubic EOS [18]: dew points and bubble points can be higher than those in the bulk. DuC uC 2 r r 0:2415 ¼ 0:9409 rp rp ð4Þ where u can be temperature or pressure, and DuC is the shift of the critical property in the pores from its value in the bulk. Zarragoicoechea and Kuz studied the critical temperature and pressure shift of argon, xenon, carbon dioxide, oxygen, nitrogen, and ethylene in MCM-41 [109]. In view of their ability to match experimental data relatively well [109], it would be beneficial to see further validations of their model with the hydrocarbon constituents of shale and/or tight reservoirs, as presented in Table 1. Using another approach, Alharthy et al. correlated shifted critical pressures and temperatures to results from GCMC simulations by Singh et al. for n-alkanes in graphite slit pores, where d is the pore diameter [18,53]: DP C ¼ 0:4097d þ 1:2142 PC DT C ¼ 0:093764 0:929d ln TC ð5aÞ ð5bÞ The main drawback of the approach with shifted critical properties, however, is that, as in Eq. (5a), there is no way to reduce the systems to the bulk phase if the porous medium is removed, where the new parameters in cubic EOS refer to different chemical substances in the bulk. Furthermore, as seen in Fig. 10, the bubble points can be higher or lower than those in the bulk phase, while the dew points are even higher than their bulk-phase counterparts, which both contradict the notion introduced by experimental data [89]. In view of the present lack of experimental data necessary to validate the above approaches, some studies [26,110] have even combined the approaches that utilize both the shifted critical properties as the EOS parameters and the Laplace equation to account for the effects due to the surface tension. In an effort to better account for the effects of nanoconfinement, additional terms can be supplied to a cubic EOS. For example, Travalloni’s term [57], written here as f, can be added to the Peng-Robinson EOS [111] in the following form: P¼ RT v bp a ap v 2 þ 2bp v bp 2 f ðr p ; dp ; ep Þ ð6Þ where dp = {dp,i} and ep = {ep,i} are the parameters that represent the potential width and potential energy between the pore wall (p) and E. Barsotti et al. / Fuel 184 (2016) 344–361 the fluid molecules (i), respectively, while the pore-modified energy and size parameters of the EOS are: XX bi þ bj xi xj aij 1 hðrP Þ i j X bp ¼ xi bi C i ðbi ; r p Þ ap ¼ ð7Þ ð8Þ i where h and C are functions of the pore radius rp and must reduce to h ? 1 and C ? 1 in the bulk, i.e., when rp ? 1, so that the modified parameters also reduce to the bulk parameters. The original Travalloni’s work [57] also presents the term f added to van der Waals EOS, which is used to construct isotherms for methane, ethane, toluene, 1-propanol, nitrogen, and hydrogen adsorbed on MCM-41, MSC-5A molecular sieve, DAY-13 zeolite, and JX-101 activated carbon. Though their work closely matched experimental data, the majority of their experimentally verified work did not include capillary condensation [57]. Nevertheless, its good prediction of the condensation of ethane in MCM-41 makes it a promising candidate for future studies [57]. Likewise, contributions from surface forces can be added to the Laplace equation within the Peng-Robinson EOS environment [65]: Parp ¼ Pbrp 2c A123 r p 6pz30 ð9Þ where A123 is the Hamaker constant between the bulk phase b and the pore material in the presence of condensed phase a, and z0 is the distance to the pore wall. The Hamaker constant can be derived as [112]: A123 ¼ 3 ðn ðe1 ; e2 ; e3 ÞkT þ n2 ðn1 ; n2 ; n3 Þhma Þ 4 1 ð10Þ where ei is the dielectric constant, ni is the refractive index of material i, k is the Boltzmann constant, h is the Planck constant, and ma is the adsorption frequency. However, because the additional contribution of the surface forces turns out to be small in comparison to that of the surface tension in the Laplace equation, it can usually be safely neglected [65]. Recently, a robust EOS based on statistical mechanics, i.e., the perturbed-chain statistical associating fluid theory (PC-SAFT EOS) [113], has been used to calculate fugacity coefficients coupled with the modified Laplace equation [89]. The modified Laplace equation is written as: Parp ¼ Pbrp 2c rp ð1 kÞ 353 discrepancy between the calculated and experimental dew-point pressures is currently of unknown origin that needs further investigations. The main drawback impeding this approach is the scarcity of experimental phase-equilibrium data in the literature for confined systems of both pure components and their mixtures from which to derive the parameter k in Eq. (11). Therefore, the promising results of this approach warrant experimental measurements on the phase behavior of confined fluids for its further development. For unconventional oil and gas recovery applications, those measurements must be eventually made both with hydrocarbons and other compounds generally present in the entrapped oil or gas and with adsorbents representative of reservoir rock. 4. Capillary condensation: experimental perspective 4.1. Nanoporous media: materials and characterization In order to improve the fundamental understanding of the physics involved in capillary condensation, reliable experimental data in nanoporous media with disconnected pores, uniform pore geometry, and known homogeneous chemistry is required. The interpretation of experimental data in such porous media is mostly straightforward. The most commonly used adsorbents are the ordered nanoporous silicas, MCM-41 [6–8,10–13,15,38,40,50,73, 77,78,115] and SBA-15 [8,9,12,15,74,78,115]. MCM-41 and SBA-15 both contain hexagonally ordered cylindrical pores constructed of silicon dioxide, which can be easily synthesized in a variety of pore sizes [116,117]. A comprehensive comparison of the characteristics of MCM-41 to those of SBA-15 can be found in the work of Galarneau et al. [117]. The simple geometry of MCM-41 and SBA-15 and their oil-wet counterparts, i.e., ordered mesoporous carbons (OMC’s) [72], are ð11Þ where k is a new parameter that depends on the fluid and the pore material and is readily derived from capillary condensation experimental data. With the use of experimental data for the derivation of the parameter k, this particular approach differs from its predecessors in that the actual effects due to the fluid-wall interactions are well represented. Consequently, the EOS has strong predictability in modeling confined fluid mixtures when the bulk behavior of the system is known. This approach has been applied to study the capillary condensation of non-associating fluids in MCM-41 (nitrogen, argon, oxygen, carbon dioxide, n-pentane, n-hexane), SBA-15 (nitrogen), and Vycor (nitrogen, nitrogen-argon mixture, krypton-argon mixture) [89]; and associating fluids in MCM-41 (water, ethanol), stainless steel plates (ethanol, acetone, acetone-ethanol mixture, ethanolwater mixture), and porous carbon plates (ethanol, acetone, acetone-ethanol mixture, ethanol–water mixture) [114]. All results proved consistent with the available data from experiments and simulations except in the case of dew-point pressure predictions for an ethanol-water mixture in stainless steel, i.e., a strongly associating fluid in a highly polar porous medium [114]. The Fig. 11. Differences in pore diameter derived from different characterization methods for two different MCM-41 samples using nitrogen isotherms at 77 K. Sample 2 was synthesized to have a smaller pore diameter than Sample 1. Adapted from Kruk et al. [11] (BJH(a) and BJH(d): BJH method applied to the adsorption branch and desorption branch of a hysteretic isotherm, respectively; NLDFT: non-local density functional theory; BET: pore sizes derived from the BET specific surface area and the BET pore volume; and Geometric: pore size calculated by relating the volume of the pore space to the volume of the solid adsorbent for a highly uniform array of cylindrical pores [i.e., MCM-41 and SBA-15]) [11]. 354 E. Barsotti et al. / Fuel 184 (2016) 344–361 over-simplified compared to naturally-occurring adsorbents and porous media encountered in industry. More realistic models for these applications are adsorbents with interconnected pores, including controlled pore glass (CPG) [46,49], Vycor glass [39,46], SBA-16 [15], LPC [15], mesocellular foam [15], MCM-48 [16], silica glass [46], and shale core plugs [21]. Although it is challenging to interpret data from these more complex adsorbents, they are more relevant to practical applications of capillary condensation phenomena. This is particularly true to the petroleum industry where capillary condensation happens in the random pore networks, geometries, and chemistries of shale and tight reservoir rocks. Nevertheless, systematic studies need to start with very simple cases before dealing with complex ones. Regardless of the adsorbent, appropriate characterization of the material is needed, including information about pore wall wettability [51], pore size, pore volume, pore size distribution, pore connectivity, and pore surface area [9–13,41,48], in order to help systematize the interpretation of capillary condensation data [2,9–12,41,51,55,76,88,92,117–121]. Commonly used characterization methods include the Clausius-Clapeyron equation [122,123] for analysis of pore surface homogeneity [6,7,15,16], the Barrett-Joyner-Halenda (BJH) method [55,66,92] for determination of pore size distribution [9,11,16,17,48,72,77], and the Brunauer-Emmett-Teller (BET) method [2,51,56,76,118,121,124] for quantitative determination of the specific surface area of the adsorbent and qualitative determination of the fluid-solid interaction energy [7–9,11,13,16,38,48,72–74,77]. A critical examination of these methods can be found elsewhere in the literature [11,56,88,92, 118,120]. Scrutiny of them has led to complementary and alternative characterization methods including X-ray diffraction (XRD) [6,7,9–11, 13,15,16,38,40,41,48,72,77,78,125], transmission electron microscopy (TEM) [48,77,115], scanning electron microscopy (SEM) [21,45,48,77], geometrical considerations [11], the alpha-plot method [40,74], and density functional theory [2]. A comparison among pore sizes determined using different characterization methods can be found in Fig. 11. In spite of the obvious differences in the results obtained from various characterization methods, as shown in Fig. 11, it is difficult to order the characterization methods hierarchically with respect to accuracy. Of primary importance are limitations in accuracy due to the assumptions used in the different mathematical interpretations of the experimental data. Other factors include analytical and experimental limitations such as small sample mass, small sample cell volume, condensation among adsorbent particles, the appropriate identification of the equilibrium branch (in hysteretic isotherms), and a proper curve fit between experimental data points [120]. 4.2. Measurement techniques Measurement techniques used to study capillary condensation in nanoporous media mostly involve adsorption experiments. Although various apparatuses have been used, as described later, the most commonly employed techniques are volumetry [7,9–11, 13,38,46,48,49,72–74,78] and gravimetry [6,8,15–17,21,40,49,72, 77,115] because of their applicability to the broadest range of conditions pertaining to nanopore size, temperature, and pressure [2]. Volumetry uses an equation of state to relate the known pressures, temperatures, and volumes of two holding vessels to the amount of gas adsorbed and/or condensed in the pores of the adsorbent; while gravimetry utilizes a balance to directly weigh changes in the mass of the adsorbent, which result from adsorption [51]. Volumetric apparatuses are most commonly used for the characterization of porous materials through nitrogen adsorption at 77 K [2,6,9–11,16,38,48,72,74]. The detailed descriptions of both commercial [7,10,11,16,46,48,72,74] and homemade [7,13,38,46,48,49,73,78] apparatuses are available in the literature. Gravimetric apparatuses also come in a variety of homemade [8,15,16,126] and commercial [6,9,17,40,72,77,115] designs. One of the most popular gravimetric apparatuses used in the literature is the magnetic suspension balance [6,17,51,72,127]. In extending measurements to multicomponent adsorbates for both volumetry and gravimetry, a gas chromatograph is required to derive the concentrations of the individual components that are condensed in the pore space, as will be later described [7,51]. The popularity of gravimetry and volumetry has led to comparison of the two [127]. While volumetry is known for its economy and simplicity [127], and gravimetry is known for its comprehensiveness; a comparison of the accuracy of the two is difficult, since such a comparison is partially dependent upon the applicability of each specific apparatus. Application limitations include temperature, pressure, chemical resistance, and flow potential. For example, many of the microbalances (excluding magnetic suspension balances [5]) used in gravimetric measurements cannot withstand temperatures or pressures far removed from standard conditions [2,76], while the accuracy of volumetric measurements are highly dependent on the equations of state used [127]. Furthermore, volumetry, which is often used for the characterization of adsorbents [2,76], can easily withstand extreme temperatures such as the boiling point of nitrogen (77 K) [2,76], while gravimetry gives direct, real-time recordings of the amount adsorbed or desorbed, providing insight into the kinetics of capillary condensation. By pairing a volumetric and a gravimetric apparatus with similar capabilities, Belambkhout et al. carried out a comparison of the two for high-pressure adsorption measurements [127]. In their study, Belambkhout et al. used a homemade volumetric apparatus and a RubothermÒ magnetic suspension balance for high pressure adsorption measurements [127]. Their results showed volumetric data to differ from gravimetric data by 3%, with the gravimetric method considered to be more accurate, especially at high pressures where extreme deviations between the volumetric and gravimetric data became predominate [127]. In view of this, Belambkhout et al. concluded that, in terms of accuracy, the two measurement techniques can be interchangeably used at low pressures (less than 360 psi) as long as care is taken to accurately measure the reference volumes of volumetric apparatuses, while appropriate equations of state are used when necessary, and gas leaks in the apparatuses are prevented [127]. Like volumetry and gravimetry, some alternative methods produce adsorption isotherms, such as NMR [46] and optical interferometry [45], which measure condensation by detecting the intensity of a nuclear spin echo or of the spectra of reflected light, respectively. Others are used in systems where a surface tension is defined to infer the growth of condensate from the change in height of a meniscus (multiple beam interferometry) [90,93,94,128] or the change in force between a probe and the adsorbed or capillary condensed fluid (AFM) [128,129]. While optical interferometry and multiple beam interferometry are both dependent on changes in the wavelength of light for their measurements, pulse-echo ultrasonic wave transit measurements [75], as the name suggests, uses the transit time of ultrasonic waves to determine pore filling and the longitudinal modulus and effective shear modulus of the adsorbent [75]. For instance, in the work of Schappert et al., pulse-echo ultrasonic wave transit measurements were coupled with capacitative distance sensor measurements to directly evaluate changes in adsorbent sample size (i.e., pore diameter) due to strain generated during adsorption or condensation within the pore space [75]. Some measurement methods also make use of X-ray diffraction peaks to identify capillary condensation (SAXD) [50,130] or use X-ray scattering to determine how the lattice parameter of an adsorbent changes as 355 E. Barsotti et al. / Fuel 184 (2016) 344–361 Table 2 Alternative measurement techniques used in the literature for studies of capillary condensation. Adsorbate Adsorbent Method Reference Deuterium Deionized Water Water Water Deuterated Water Deuterated Methane Argon MCM-41 Mica-Cytop Dielectric Stack SBA-15 Vycor Glass MCM-41 SBA-15 Vycor Glass Neutron Diffraction Electro-wetting on Dielectric Surface Force Apparatus SAXS Spectrophotometry Neutron Spin Echo Measurements SANS Positron Annihilation Spectroscopy Carbon Dioxide Propane Isopropanol Pentane Benzene Packed Silica Spheres Packed Silica Spheres Nanoporous Alumina MCM-41 Silicon Wafers Krypton Krypton Cyclohexane Cyclohexane n-Hexane MCM-41 Vycor Glass Mica Vycor 7930 Controlled Pore glass, Woodford Shale Core Plugs, Sandstone Core Plugs Nanoporous Alumina Controlled Pore Glass Controlled Pore Glass MCM-41 SBA-15 Controlled Pore Glass Vycor Glass Vycor Glass Visual Observation Visual Observation Optical Interferometry SAXD Fourier-Transform IR Microscope with Focal Plane Array Detector and a Single Element Detector Neutron Diffraction Positron Annihilation Spectroscopy Surface Force Apparatus NMR Weight Gain, NMR Floquet et al. [134] Gupta et al. [90] Erko et al. [131] Ogwa and Nakamura [135] Yoshida et al. [136] Chiang et al. [137] Alam et al. [39], Jones and Fretwell [133] Ally et al. [138] Ally et al. [138] Casanova et al. [45] Günther et al. [50] Lauerer et al. [139] Toluene Octane Decane Dodecafluoropentane Dodecafluoropentane Octane + Decane Nitrogen + Argon Krypton + Argon Optical Interferometry DSC DSC SAXD SAXD DSC Positron Annihilation Spectroscopy Positron Annihilation Spectroscopy a result of capillary condensation (SAXS) [8,131]. Alternatively, unlike any of the aforementioned methods which all involve the measurements of various properties at constant temperature, differential scanning calorimetry (DSC) and positron annihilation spectroscopy [39,132,133] are employed at constant pressure. In the latter case, this results in the creation of adsorption isobars. Similar to isotherms, isobars may exhibit a step or a hysteresis loop indicative of capillary condensation. A compilation of data available from alternative experimental methods is presented in Table 2. More recently, a preliminary work has emerged on the direct imaging of the fluid phases during capillary condensation [139]. Using infrared microscopy, Lauerer et al. were able to capture images of benzene in two different silicon 5–10 nm pore slit geometries during adsorption and desorption at different pressures, including the condensation step [139]. Refinement of this novel approach may allow for direct, visual observation of the distribution of fluid molecules throughout the pore, including observations of the mechanisms by which adsorption and desorption occur [139]. In the case of gas mixtures, the composition of equilibrium phases at the point of capillary condensation is another required parameter for characterization of the system. Two primary methodologies exist for extending measurements to multicomponent systems. The first is the open flow method employed by Yun et al. [7], in which bulk fluid of a known composition is flowed through the adsorbent at constant temperature, until steady state flow is achieved. Therefore, the bulk vapor in a control volume surrounding the adsorbent is at constant temperature, pressure, and composition, necessitating constant chemical potential [7]. At each pressure step, the total weight of the adsorbed phase is plotted against the bulk pressure to get the adsorption isotherm of the mixture. Likewise, using a chromatograph, the number of moles for each component of the mixture may be individually plotted versus the bulk pressure to determine the uptake of each compound over the course of the isotherm. Floquet et al. [134] Jones and Fretwell [133] Maeda and Israelachvili [128] Naumov [46] Chen et al. [21] Casanova et al. [45] Luo et al. [140] Luo et al. [140] Günther et al. [50] Zickler et al. [130] Luo et al. [140] Alam et al. [39] Jones and Fretwell [132] The second is a static method, in which the overall composition of fluid is kept constant throughout the entire experiment. In this method, pressure increases result in depletion of the more selectively adsorbed component from the bulk fluid until the dew-point curve of the confined fluid is hit. Therefore, the situation is different from that experienced for the phase behavior of a bulk fluid, where the composition of the bulk vapor phase is the same as the overall composition of the unconfined fluid at the dew point. Because the dew-point pressure of the confined fluid and the corresponding composition of the bulk vapor are unknown beforehand, it is not straightforward to compare the result from this type of experiment with that obtained from observations of the phase behavior of a fluid in the bulk with the same overall composition. To decide which experiment is more relevant, the circumstances encountered in gas reservoirs and in their recovery must be considered. The overall composition in the reservoir might not be known, but that of the bulk vapor phase (i.e., produced hydrocarbon gases from production wells) can be analyzed and, due to the enormity of its presence, may be assumed constant. Therefore, the open-flow setup with constant vapor composition would provide data with more practical use to the petroleum industry. 4.3. Experimental data on hydrocarbon systems We have collected published experimental adsorption isotherms, from which the data on capillary condensation may be derived, for components typically found in petroleum gases in Table 3. It should be noted that this table is not an exhaustive list of research on this topic due to limited space in this paper. Likewise, a compilation of fluids not found in petroleum gases is tabulated in the Supplementary Material. This latter data set could be useful for general validation purposes. As seen from Table 3, most of the data was measured at a single temperature and/or for a single pore size, while model parameters that represent the interaction between fluid molecules and the pore walls may vary with temperature and pore size. This introduces a 356 E. Barsotti et al. / Fuel 184 (2016) 344–361 Table 3 List of available experimental adsorption isotherms, from which capillary condensation data may be derived, in the literature for petroleum gas components. (V represents volumetry, and G represents gravimetry.) Adsorbate Adsorbent Pore size (nm) Temperature (K) PV/Psat Method Reference Methane (deuterated) Ethane Ethylene n-Butane MCM-41 2.5 77.5 0–1 V Llewellyn et al. [141] MCM-41 MCM-41 MCM-41 2.7–3.9 1.8 2.1–3.6 264.6–273.55 144.1–148.1 283 0–1 0–1 0–1.2 V V V He and Seaton [104] and Yun et al. [7] Morishige et al. [38] Ioneva et al. [48] n-Pentane MCM-41d SBA-15 2.0–4.57 7.31–8.14 258–298 258–298 0–1 0–1 V, G G MCM-48 SBA-16 HSB CMK-3 LPC MCF Alumina membrane 3.78 8.15 3.54 4.90 20.62 13.47–20.47 N/Ac 298 298 298 298 298 298 308 0–1 0–1 0–1 0–1 0–1 0–1 0–1 G G G G G G G Rathouský et al. [142] and Russo et al. [15,143] Findenegg et al. [144], Gor et al. [8] and Russo et al. [15,143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Tzevelekos et al. [145] Cyclopentane MCM-41 3.7–4.57 253–293 0–1 V Rathouský et al. [142] Neopentane MCM-41d 1.9–9.9 258–333 0–1 V, G SBA-15 MCM-48 SBA-16 HSB CMK-3 LPC MCF 7.31–7.87 3.78 8.15 3.54 4.90 20.62 13.47–20.47 258–273 273 273 273 298 273 273 0–1 0–1 0–0.95 0–0.9 0–0.9 0–1 0–1 G G G G G G G Carrott et al. [146], Long et al. [147], Qiao et al. [40], Russo et al. [15,143] and Tanchoux et al. [13] Russo et al. [15,143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] Russo et al. [143] n-Hexane MCM-41 MCM-48 1.9–4.2 3.2 293–323 303.15 0–1 0–0.8 G G Carrott et al. [146], Jänchen et al. [148] and Qiao et al. [40] Shim et al. [16] Benzene MCM-41 1.9–4.4 273–303 0–1 V, G MCM-48 3.2 303.15 0–0.75 G Carrott et al. [146], Choma et al. [149], Jänchen, et al. [148] and Nguyen et al. [150] Shim et al. [16] Cyclohexane MCM-41 Vycor 7930 2.6–3.9 6 298 297 0–0.8 0–0.9 G V, NMR Long et al. [147] Naumov, Sergej [46] n-Heptane MCM-41 SBA-15 Porous Silicon Shale 2.7 6.4–6.6 6.5 3.8 298 293–298 291 298 0–0.97 0–0.95 0–0.95 0–0.95 G V, G V G Zandavi and Ward [71,115] Kierys et al. [151] and Zandavi and Ward [115] Grosman et al. [152] Zandavi and Ward [153] Methylcyclohexane MCM-41d SBA-15 MCM-48 SBA-16 HSB CMK-3 LPC MCF 2.39–4.57 7.31–7.59 3.78 8.15 3.54 4.90 20.62 13.47–30.47 298 298 298 268–298 298 298 268–298 278–298 0–1 0–0.95 0–1 0–0.95 0–0.95 0–0.97 0–1 0–1 G G G G G G G G Russo Russo Russo Russo Russo Russo Russo Russo n-Octane MCM-41 CPGh Shale 2.6 4.3–38.1 3.8 298 N/A 298 0–0.95 N/A 0–1 G DSC G Zandavi and Ward [71] Luo et al. [140] Zandavi and Ward [153] n-Butylbenzeneb Anodized Aluminaf Porous Silicon 6.9–12.2 1.7–9.7 273 273 0–0.8 0–0.8 V V Nonaka [154] Nonaka [154] et et et et et et et et al. al. al. al. al. al. al. al. [143] [143] [143] [15,143] [143] [143] [15,143] [15,143] n-Nonane MCM-41 2.88 313 0–0.6 G Berenguer-Murcia et al. [155] Decaneh CPG 4.3–38.1 N/A N/A DSC Luo et al. [140] Water Mesoporous Silica MCM-41e 3.8–10.5 2.1–4.0 298 293–323 0–1 0–1 G G SBA-15 6.6–8.9 278–298 0–1 G, SAXD OMC PSM RD-silica 6.2–9.2 2.0 2.1 264.8–298 323 323 0–1 0–0.9 0–0.9 V, G G G Hwang et al. [156] Branton et al. [157,158], Jänchen et al. [148], Kittaka et al. [159], Russo et al. [160], Saliba et al. ,[161] and Zandavi and Ward [115] Erko et al. [131], Hwang et al. ,[156] and Zandavi and Ward [115] Morishige et al. [72] and Horkawa et al. [79] Saliba et al. [161] Saliba et al. [161] Nitrogena MCM-41 SBA-15 OMC 2.4–4.4 6.0–11 6.2–9.2 63.3–119.2 69–121.8 77 0–1 0–1 0–1 V V V Morishige et al. [38] and Morishige and Ito [78] Morishige and Ito [78] Morishige et al. [72] Oxygen MCM-41 1.8–4.4 77–139.4 0–1 V, G Branton et al. [162], Inoue et al. [163], Morishige et al. [38], 357 E. Barsotti et al. / Fuel 184 (2016) 344–361 Table 3 (continued) Adsorbate Adsorbent Pore size (nm) Temperature (K) PV/Psat Method Reference Morishige and Nakamura [73] and Sonwane et al. [164] Inoue et al. [163] Inoue et al. [163] Inoue et al. [163] FSM1 FSM2 GB1 2.5 3.4 3.0 77 77 77 0–1 0–1 0–1 G G G Carbon Dioxide MCM-41 1.8–4.4 185.5–273 0–1 V, G Carbon Monoxide MCM-41 2.5 77 0–1 V Llewellyn et al. [141] Methane + Ethane MCM-41 3.9 264.75 0–435g V Yun et al. [7] CO2 + Ethane MCM-41 2.70 264.6 7.25– 261g V He and Seaton [104] Octane + Decaneh CPG 4.3–38.1 N/A N/A DSC Luo et al. [140] Berenguer-Murcia et al. [155], He and Seaton [104], Sonwane et al. [164], Morishige and Nakamura [73] and Morishige et al. [38] a The capillary condensation of nitrogen has been widely observed for the purpose of materials characterization. As such, only a few sample references are given here [38,73,78]. b Although the adsorption isotherms clearly indicate capillary condensation in the form of hysteresis loops, some isotherms are incomplete [154]. c The adsorbent was a pellet of compacted alumina powder. The powder had an average particle diameter of 20 nm [145]. d Some MCM-41 samples included the surface group trimethylsilane [165], were grafted with aluminum [160], or had been modified with chloromethyltriethoxysilane [143]. e Some MCM-41 samples were grafted with aluminum [160]. f Experiments were carried out in anodized aluminum pores with and without silicate coatings [154]. g Pressures are given in psi for mixtures. h DSC measurements were carried out at atmospheric pressure for temperatures from 320 K to 540 K. The CPG adsorbent was treated to include the surface group hexamethyldisilazane [140]. serious barrier to developing robust models that have sound predictability. Most of the experimental data is also limited to ideal adsorbents and single component fluids, which are far removed from the conditions encountered in practical applications. Despite these limitations, the current body of experimental work on hydrocarbon systems presents many breakthroughs in the effort to understand confined phase phenomena. Such breakthroughs include progress made in evaluating fluid-fluid and fluid-pore interactions in confined spaces. For example, to show how fluid properties affect capillary condensation, Ioneva et al. produced separate capillary condensation isotherms for ethane, propane, and butane in MCM-41 samples [48]. They found the onset of capillary condensation to occur at a relative vapor pressure of 0.8 for ethane, 0.62 for propane, and 0.38 for n-butane in 3.6 nm diameter pores at 283.15 K [48]. This provides evidence that, in single-component isothermal systems, capillary condensation generally occurs at lower relative pressures for the fluids with larger molecules. The same hierarchy of capillary condensation pressure with regard to bulk vapor pressures has been observed by Russo et al. in their study of toluene, methylcyclohexane, n-pentane, and neopentane [15]; Casanova et al. in their study of isopropanol and toluene [45]; and Shim et al. in their study of benzene, toluene, n-hexane, cyclohexane, acetone, methanol, methyl ethyl ketone, and trichloroethane [16]. These findings are consistent with the Kelvin equation, i.e. Eq. (2), where the molar density of the liquid, which depends on the molecular size, is inversely related to the capillary condensation pressure. With further regard to fluid-fluid interactions, Shim et al. found differences among the heats of capillary condensed benzene, cyclohexane, hexane, toluene, trichloroethylene, acetone, and methanol in MCM-48, despite the fact that all adsorbates wet the adsorbent [16]. This was taken as a qualitative indication that fluid-fluid interactions do play a role in capillary condensation. In particular, Qiao et al. calculated the isosteric heat of capillary condensation for hexane in MCM-41 and found it to be higher than the heat of condensation for hexane in the bulk and to increase with decreasing pore size [40]. On the other hand, Morishige et al., have used small isosteric heats of adsorption to characterize weak fluid-pore interactions, and vice versa [38]. In the investigation of fluid-pore-wall interactions, as manifest in wettability, Zandavi et al. have shown the contact angle of the condensed phase with the pore wall to be zero once capillary condensation has occurred. This was done by calculating pore size based on isotherms for water, heptane, octane, and toluene in MCM-41 and SBA-15 while assuming a contact angle of zero and then comparing the results to pore size values taken from transmission electron microscopy [115]. However, the wettability of nanopores does differ from one adsorbate to another, as shown by Shim et al. using thermogravimetric analysis [16]. They found the wetting order of several fluids in MCM-48, which they described as ‘‘energetically heterogeneous” based on isosteric heat calculations, in order of decreasing wettability to be acetone, methanol, n-hexane, benzene, cyclohexane, and toluene [16]. Furthermore, in their observations of the capillary condensation of toluene, methylcyclohexane, neopentane, and n-pentane, Russo et al. used isosteric heats to study the effects of pore geometry and interconnectivity [15]. Their capillary condensation isotherms for MCM-41, SBA-15, SBA-16, LPC, and mesocellular foam (MCF), led to heat calculations, where significantly higher heats of desorption (rather than heats of adsorption) for fluids in SBA-16 and LPC were observed, indicating that both adsorbents have narrow pore mouths and facilitate a desorption mechanism different than that of MCM-41 or SBA-15, whose fluids exhibit heats of desorption that are only slightly larger than their heats of adsorption [15]. Similarly, the identical heats of desorption and adsorption for MCF were attributed to larger pore mouths [15]. The effect of pore geometry is echoed by a more fundamental study by Ioneva et al., who showed that for n-butane at 283 K in pore diameters of 2.1 nm, 2.6 nm, 2.8 nm, and 3.6 nm, capillary condensation occurred at relative vapor pressures of 0.20, 0.23, 0.34, and 0.38, respectively [48]. This supports theoretical predictions that capillary condensation occurs first in the smallest pores and was confirmed in the works of Tanchoux et al. and Qiao et al., who both studied the capillary condensation of hexane in MCM-41 [13,40]. 358 E. Barsotti et al. / Fuel 184 (2016) 344–361 At the cutting edge of the research, studies of capillary condensation in shale rock also include the work of Chen et al., who related the amount of hexane adsorbed in shale core plugs to the total organic content of the plugs [21]. By estimation, they determined that the amount of hexane in the pores could not be due to surface adsorption alone and, thus, was a product of capillary condensation [21]. Their results show that capillary condensation may factor greatly into understanding how gas is stored in and produced from organic nanopores. However, much more work is yet to be done to include the unknown effects of other pore and fluid properties, before any correlation can be made between organic content and propensity for condensation [21]. 5. Conclusions and final remarks In summary, capillary condensation is a confinement-induced phase transition. Although many efforts have been made to elucidate it, there are still many unknowns yet to be investigated. While theoretical development is in progress to fully understand the phenomenon, due to immediate needs in industry, semi-empirical models including equations of state, which have been successfully established for bulk fluids, have been modified to account for the strong intermolecular interactions between fluids and pore walls. Some of these models have shown promise in accurately matching the limited available experimental data and making sound predictions, but abundant experimental data is required to tune model parameters. Though extensive parameterization has previously been carried out for bulk systems, the parameters relevant to the study of capillary condensation must include new factors, not encountered in the bulk, to account for confinement. Such factors must relate to the chemistry and the geometry of the confining porous medium. Although the experimental means for the investigation of simplified systems (i.e., single component fluids in simple pore geometries such as those found in MCM-41) are readily available, few studies have been made on capillary condensation. Moreover, technical restrictions may hinder the measurements for multicomponent fluids in more complex pore systems. Such measurements will require the ability to work at a wide range of temperatures and pressures in order to produce capillary-condensation data for a broad range of fluids and adsorbents. Furthermore, in replicating reservoir conditions, the ability to flow, high-temperature, highpressure reservoir fluids through real shale- and/or tight-rock core plugs is paramount, as is a mechanism for the replication of net overburden stress. The development of such a unique technique relevant to applications in hydrocarbon recovery from tight formations is the subject of our future work. Overcoming these restrictions so that experiments and models can evolve hand in hand will culminate in a comprehensive understanding of capillary condensation that may improve estimations of both reserves in place and recoverable reserves. Furthermore, this understanding will inherently provide useful insights into nano-scale fluid phase behavior beyond phase transition, which is also of great importance in the search for more efficient methods of oil and gas recovery from shale and tight formations. 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