5.1 Geomechanical terms and processes in CO2 storage

Stress is a measure of the amount of force exerted per unit area. There are 9 stress components: three normal stress components and six shear components. Normal stresses (either tensile or compressive) are due to the forces acting at the right angle to a plane, while shear stresses result from parallel forces. There are three planes, termed principal planes, where there are no sheer stresses and only normal stresses, called principal stresses. In tectonically inactive regions, the vertical stress, due to the weight of the column of overburden, is often the maximum principle stress. With increasing depth, the ratio of the horizontal stresses to the vertical stress approaches to unity (van Golf-Racht, 1982).

During hydrocarbon production, pore pressure depletion leads to corresponding changes in the stress field, not only the effective stresses but also the total stresses. The relationship between total stress and effective stress is defined by effective stress law, where the effective stress is the difference between total stress and the pore pressure times the poro-elastic (Biot) constant. Both deformation/strain and the yield/failure of a rock are controlled by the effective stress. Fluid injection/production-induced pore pressure changes may lead to surface heave/subsidence, and sometimes seismicity. The reservoir properties (e.g. permeability) may also be affected. The coupling between pore pressure and stress, the ratio of the induced change in the (total) minimum horizontal stress and the pore pressure change is referred to as the stress path.

Injection of CO2 into a subsurface formation affects the in situ stress field mainly by the following processes:

  • hydraulic fracturing,

  • shear parting,

  • expansion of the host rock, and

  • fault slip (reactivation).

During CO2 injection, a reservoir may develop plastic behaviour (stress path is not reversible), and pre-existing faults may reactivate or even new faults may be generated. The type of stress regime affects the potential for mechanical failure and the type of failure. Therefore, careful estimation of the stress field is essential for design and performance assessment of an industrial CO2-injection operation. It has been reported that at an injection site, shear failure along pre-existing fractures would probably occur earlier than tensile failure (Rutqvist et al., 2008).

The Mohr-Coulomb failure criterion is widely used for the analysis of shear failure in rocks subject to deviatoric stress loading. The onset of shear failure at a weak plane is affected by its orientation relative to the in situ principal stresses. The knowledge of which stresses are the major and minor principal stress is essential for the assessment of shear failure. For example, under a strike-slip fault stress regime (where horizontal stress is larger than vertical stress), the deviatoric stresses acting on the reservoir are largely maintained during hydrocarbon production. On the other hand, there tends to be an immediate increase in the deviatoric stresses under a normal fault stress regime.

During CO2 injection into a depleted hydrocarbon reservoir, the initial stress state would be recovered as the reservoir pressure is brought back to its initial value, provided that the stress path is reversible during CO2 injection. Further increase in the reservoir pressure would generally result in an increase in the deviatoric stresses, as well as a general reduction in the effective minor stress, thus leading to an increasing risk of shear failure in the strike-slip fault stress region. This leads to the concept of maximum sustainable pore pressure (for safe CO2 storage), above which rock shear failure or fault re-activation might occur (Shi and Durucan, 2009).

Injection-induced pressure increase, if sufficiently large, could lead to a compromise of the caprock seal, and thus potential geomechanical consequences should be assessed prior to commencing CO2 injection. Two main effects need to be considered: fracture dilation due to increased pore pressures and induced shear slip due either to raised pore pressures or a reduction in normal stress due to buoyancy forces exerted by the CO2 plume. Fracture orientations that are likely to be conducive to fluid flow or susceptible to seismic slip can be determined relative to the principal stress axes, if the in situ stress is known (Chadwick et al., 2008).