Low Salinity Water Injection For Enhanced Oil Recovery
Low Salinity Water Injection For Enhanced Oil Recovery
Low Salinity Water Injection For Enhanced Oil Recovery
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Review Paper: Low Salinity Water Injection for Enhanced Oil Recovery
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Volume 9 Article 1
September 2023
Moamen Talaat
The American University in Cairo, [email protected]
Recommended Citation
Ali, Mahmoud; Talaat, Moamen; and Rashwan, Abd El-Rahman (2023) "Review Paper: Low Salinity Water
Injection for Enhanced Oil Recovery," The Undergraduate Research Journal: Vol. 9, Article 1.
Available at: https://fount.aucegypt.edu/urje/vol9/iss1/1
This Essay is brought to you for free and open access by AUC Knowledge Fountain. It has been accepted for
inclusion in The Undergraduate Research Journal by an authorized editor of AUC Knowledge Fountain. For more
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Review Paper: Low Salinity Water Injection for Enhanced Oil Recovery
Review Paper: Low Salinity Water Injection for Enhanced Oil Recovery.
Mahmoud Ali, Moamen Talaat, and Abdelrahman Arafa1
Abstract
Low salinity water injection (LSWI) is one of the leading techniques in terms of enhancing oil
recovery in sandstone and carbonate formations. Many studies and lab experiments were
performed on the LSWI applications. Some studies have pointed out multiple negative
observations, while other studies have shown the positive potential of using LSWI in enhancing
oil recovery. However, the technology used in LSWI applications is still considered new and more
studies need to be performed to figure out new technologies that are low-cost and more efficient.
This review paper examines LSWI by analyzing the benefits and drawbacks of employing LSWI
in various formations. Primarily, the paper analyzes previous work on LSWI in order to objectively
assess the possibility of improved oil recovery and its mechanism. Following that, the study
investigates numerous different implementations of the LSWI approach and the leap that has
occurred in the oil business. To study the applicability of LSWI, this critical review discusses the
experimental and fieldwork that led to the development of low salinity water (LSW) flooding
techniques. Upon completion, the article would represent the applicability of LSW flooding in
various reservoir conditions, as mentioned in various research studies.
In the oil and gas industry, a reservoir is depleted through different recovery stages,
including primary, secondary and tertiary recoveries. Each recovery stage has its own driving
mechanisms. At the start of production, the well is produced using the natural energy of the
reservoir. This recovery stage is the primary recovery stage which contains different mechanisms
such as solution gas, water influx, gas cap drives, and gravity drainage. The primary recovery stage
usually yields from 3 % to 15% from the original oil in place (OOIP). As the reservoir is depleted
and the reservoir pressure starts to reach the critical pressure, the secondary recovery processes
start to be essential. Usually, it is recommended to start the secondary recovery at the early stage
of the well life so that we can ensure the minimum amount of gas to be kicked during flooding
operation. Unfortunately, our knowledge of the reservoir at the early stage is usually not sufficient
for designing secondary recovery processes. Consequently, the secondary recovery operation is
preferred to start before gas is introduced in the reservoir. The main goal of secondary recovery is
to maintain the reservoir pressure using fluid injection. It is worth mentioning that secondary
recovery processes are displacement processes that do not change any of the fluid or the reservoir
properties. On average, secondary recovery drives almost 50% of OOIP. 50% is considered an
excellent recovery factor, but it is still unsatisfactory in today’s world of energy hunger [1,2].
Although the depletion of the reservoir pressure in both primary and secondary recovery
stages is significant, a huge amount of hydrocarbon is left in the reservoir, waiting for technology
1
Undergraduate students in the Department of Petroleum and Energy Engineering, The American University in
Cairo. This review was conducted under the supervision of Dr. Abdelaziz Khlaifat, Department of Petroleum and
Energy Engineering, The American University in Cairo.
development and cost-efficient solutions. At that stage of well life, the tertiary recovery phase
(EOR) is introduced. Tertiary recovery methods concern increasing the oil recovery mainly by
changing the fluid and rock properties in an economical way. The EOR process increases the oil
recovery by injecting a fluid that is different from the reservoir fluid rather than water or
immiscible gas. EOR is done using different techniques such as miscible gas injection, chemical
injection, thermal processes, and other EOR methods such as microbial and low salinity water
injection (LSWI). Different gasses may be injected, such as HC-gasses, nitrogen, and carbon
dioxide. On the other hand, the most common chemical flooding processes are polymer, surfactant,
or alkaline injection. In addition, thermal EOR includes combustion and steam flooding. Some
technicians use Improved oil recovery (IOR) and EOR interchangeably. However, IOR is a more
generic term. IOR refers to any process that leads to an increase in the recovery factor. Both
secondary recovery and EOR are subdivisions of IOR. An illustration of the different recovery
processes is shown in Figure 1.
Amongst the IOR technique, water flooding has been the most commonly used method
to enhance the recovery factor since the 19th century. Recently, the industry started to move toward
EOR in order to meet the high energy demand due to the Industrial Revolution. LSWI targets
wettability alteration of both sandstone and carbonate reservoirs, which is a very efficient
technique as observed in both fragmental and carbonate reservoirs. This efficiency is noticed by
the increase in the recovery factor of light to medium oil. LSWI also has the advantage of water
availability and low capital and operating cost, leading to favorable economic feasibility compared
to IOR and EOR. Many experiments on both lab and field-scale found encouraging results of using
LSWI to increase oil recovery. However, wettability alteration is believed to be the main driver of
increasing oil recovery in LSWI; researchers also found that fine migration and dissolution
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Ali et al.: Low Salinity Water Injection for Enhanced Oil Recovery
processes significantly affect the increasing recovery factor (RF). In fact, several researches are in
progress to better understand the chemical interactions resulting from using LSWI. Many
experiments were conducted on sandstone. Researchers found that clay presence in sandstone is
the main reason for wettability alteration. On the other hand, modeling studies are still needed for
carbonate reservoirs in order to study the chemical interaction of LSW with carbonate. There are
some reasons for the relatively low number of experiments conducted on carbonates. The main
reason is the heterogeneity of carbonates which makes it not easy to predict the LSW interaction
with carbonates. The main challenge of LSWI is water sourcing and disposal. One way to get LSW
is by using multistage distillation of seawater. Here, the concept is to apply heat into high saline
water and collect the condensate, low salinity water from the distillation apparatus. The other
technique to get LSW is to use pressure to force high saline water into a certain filtration setup
through a membrane in order to separate salt from water. In general, the membrane technique is
preferred due to space limitations for the distillation apparatus, especially in offshore operations
[3,4]. This review paper presents previous laboratory and field work done on sandstones and
carbonates to study the effect of LSWI on both formations taking into consideration the LSWI
applicability under different reservoir environments.
Since the fourteenth century, several experimental researches on sandstone have been done.
When scientists opted to substitute freshwater with saline water in their experimental work on
Kansas field cores in the fourteenth century, they advocated the use of saline water instead of
freshwater. The use of salt water resulted in a 15% increase in recovery factor from the freshwater
injection, according to the researchers. In later studies, scientists related the low RF of freshwater
to the volume of clay content as freshwater caused the clay to swell. As a result, scientists have
started to study water's physical and chemical properties to decrease the probability of clay
swelling. In the sixteenth century, scientists began to investigate the salt influence on RF. In some
studies, results showed that low salinity water increased the RF by 21% over high saline water due
to the clay hydration phenomenon. As salinity concentration was decreasing, both pressure drop
and recovery through the core were increasing. On the other hand, some studies in the nineteenth
century reported an increase in RF due to an increase in salinity up to a specific limit as shown in
Figure 2. In 2007, Zhang [4] conducted many experiments to investigate the effect of salinity on
RF. He found out that high saline water of 8000 ppm NaCl has no effect on RF; however, when
he used a concentration of 1500 ppm NaCl, the RF was increased significantly. After many years,
Patel [5] came to confirm Zhang's outcomes. Patel's research group figured out that LSW caused
a reduction in residual oil from 50% to 38% when salinity was decreased from 22000 ppm to 5500
ppm. Besides, the recovery factor increased from 40% to 68% when salinity decreased from 22000
ppm to 50-60 ppm. To sum up the outcomes of the previous studies, there is a salinity level under
which the effect of LSW on recovery is significant [2,4,5].
Decreasing the salinity of injected water or the formation water helps decrease residual oil
volume significantly. Temperature also plays a role in process efficiency. As the reservoir
temperature increases, the water wetness is improved, and the RF is increased. However, the
temperature role is still minor relative to the salinity of the water. Further research was conducted
to investigate the LSW effect on the wettability alteration of sandstone using spontaneous
imbibition. Researchers found that Ca+2 concentration in LSWI plays a major role in wettability
alteration. As Ca+2 concentration increases, the wettability becomes more oil-wet. Change of
wettability into oil wet is not preferred since it leads to a reduction of oil recovery [6].
Consequently, control of Ca+2 in the formation is essential for successful LSWI. In later
experimental work on Russian cores, spontaneous imbibition tests showed that LSWI helps to
increase RF by altering the sandstone into water-wet by changing relative permeabilities [7].
To sum up the major outcomes of the experimental work done on sandstone, LSWI
significantly reduces the residual oil in the reservoir by wettability alteration of the rock into water
wet. However, the salinity level should be within the accepted level of salinity as well as the
concentration of Ca+2. The reservoir temperature is an advantage to the injection process of low
salinity water since it increases the wettability alteration process.
The effect of LSW on carbonates is not well covered due to the heterogeneity of carbonates.
Nevertheless, laboratory-scale experiments were conducted to investigate the effect of LSWI on
RF of carbonates using core flooding and spontaneous imbibition studies. Studies on limestone
cores have found that the high concentration of sulfate ions in LSW helps to increase RF at high
temperatures for spontaneous imbibition experiments. The sulfate ion works as a wettability agent
that helps to alter the carbonate wettability to water wettability. Spontaneous imbibition of
limestone cores resulted in a 40% increase in RF. Using forced injection, the recovery increased
to 60% recovery. Many other studies investigated the effect of calcium and magnesium ions on
the reduction of residual oil. As illustrated in Figure 3, these studies concluded that wettability
alteration occurs in carbonates if the injected water contains either calcium or magnesium ions
[2,8].
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Many experimental-scale tests investigated core flooding on limestone, dolomite, and chalk.
A 36% recovery factor was obtained from limestone cores when using two wt% KCL as a result
of the exchange of ions with clays associated with the rock. Also, the effect of incremental diluted
seawater on incremental oil recovery was investigated. Figure 4 shows the increments of recovery
due to the stepwise reduction in the salinity of injected water. The figure shows that an 18% oil
recovery increment is due to LSWI.
To investigate the effect of low-salinity water on dolomite, further studies were conducted.
Researchers noticed an increase in the recovery of dolomite due to the use of LSWI. They related
the increase of recovery of 20% to the existence of borate (BO33-) and phosphate (PO43-) [2]. Many
other studies were conducted to investigate the hardening and softening of water’s effect on
wettability alteration. In fact, both the hardening and softening of water have a desired effect on
wettability. Softening of LSW helps dissolution. Besides, hardening leads to a change in the
surface charge. Both phenomena are needed for wettability alteration. The effect of LSWI on chalk
was investigated by injecting seawater followed by LSWI in succession. The outcome of this
process did not lead to any further recovery. Nevertheless, at high temperatures, the recovery factor
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Ali et al.: Low Salinity Water Injection for Enhanced Oil Recovery
Single-well chemical tracer tests (SWCTT) were conducted to measure the effect of LSWI
on residual oil. The producer and injector were 1040 feet apart. Results show that LSWI of a
maximum of 2600 ppm causes a reduction in residual oil by 10%. In general, if water salinity goes
down to 5000 ppm, the recovery factor increases from 8% to 19%. These field results are in
agreement with the experimental-scale outcomes. The spontaneous imbibition laboratory results
and log-inject-log outcomes were confirmed by fieldwork In Syria. The main function of LSWI
confirmed by this fieldwork is wettability alteration. Buckley Leverett's theory illustrated in Figure
7 was used to explain the alteration phenomenon [10].
Figure 7. Saturation profile for both high and low salinity water flooding based on Buckley-
Leverett [11]
Figure 7 shows that oil banking is in front of LSW shock. That is due to desorbed oil
accumulation. While The field is an oil-wet reservoir rock, a recovery factor of 10% to 15% was
obtained, confirming spontaneous imbibition results. Further research confirmed that LSWI works
well for sandstone with high or low content. In low clay-content sandstone, wettability alteration
works very well, which leads to lower residual oil saturation. In the other scenario of high clay
content, clay migration causes formation damage which leads to reduced water relative
permeability and increased oil recovery factor. Not all fieldworks get to confirm laboratory results.
Several mechanisms may explain the reasons behind increased recovery factors using low
salinity water flooding methods. The suggested mechanisms include fines migration, wettability
alteration, PH increase, multi-ion exchange, and salting-in. However, there is no consensus
between the scientists on which method is the primary underlying mechanism for incremental oil
recovery. This happens due to the complexity of the low salinity water projects and the
interactions of the displacing fluid with external factors like crude oil, formation water, and the
rock type; moreover, the experiments may give conflicting observations from one mechanism to
the other.
Fines Migration
This phenomenon happens initially from the clay particles when the flowing fluid has an
insufficient concentration of divalent cations Ca+2 and Mg+2. In the reservoir, fine migration
occurs when the low-salinity water bypasses the clay zone; consequently, Low saline water
produces clay fines, especially kaolinite fragments. The main advantage of this phenomenon is
that the released clay particles will block some of the pore throats, which will divert the water flow
into non-swept zones [4,14]. Thus, an increase in the clay content will increase the recovery factor
[15]. This makes this method favorable for reservoirs with clay problems. However, fines
migration is viewed as an auxiliary, not as the main one, because there has been a number of
experiments where fines migration was not observed [16].
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pH Increase
If there is a reservoir with low pH values ( 5 – 6), at such conditions, it becomes easier for
both the acidic and the basic components to be adsorbed onto the clay surface. As LSW is injected
into the reservoir, the chemical equilibrium is disturbed due to the interaction between the brine
and the formation minerals resulting in a loss of cations, especially Ca+2.
Clay minerals on the surface of the rock are negatively charged. Hence, they are constantly
seeking positive cations to achieve chemical equilibrium. Ca+2 cations get attracted, consequently,
to the negatively charged clay minerals resulting in the exchange of H+ from the clay minerals.
This causes the positive hydrogen ions to get attracted to the clay surface to compensate for the
loss of the divalent Calcium ions. As a result of the injection of the low saline water, an increase
in the pH close to the clay surface would take place. However, this phenomenon can also occur
using high-salinity water. In addition to that, some of the criticism for this mechanism points to
the fact that the increase caused by low salinity water injection is not more than one pH in many
cases, which makes the medium slightly basic. However, it does not justify the increase in oil
recovery using this mechanism [16].
Multi-Ion Exchange
Many scientists claimed that the primary mechanism behind the increase of water wetness
due to low salinity water injection is mainly controlled by the exchange of ions present in the crude
oil and the clay minerals. The cations in the brine act as a bridge between the negatively charged
surface and the carboxylic minerals in the hydrocarbons. This organic material is removed by the
ion exchange at the surface [16].
Salting-In
Salting-in means decreasing the salinity of a system by removing the salt from the water.
This mechanism has an impact on increasing the solubility of the hydrocarbon in water. Organic
materials are solvated in water by the creation using hydrogen bonds around the hydrophobic part.
However, the concentration of the divalent ions has a significant impact on the solubility of the
organic materials, as the presence of Ca+2, Mg+2, or Na may lead to the breakage of the formed
water structure [16,17].
This mechanism has been verified by an experiment that showed that by decreasing the
salinity of the used brine, there is an increase in the desorption of 4-tert-butyl benzoic acid in an
aqueous suspension of kaolinite [17].
Several pieces of research have shown that the cations type had an impact on the efficiency
of the oil recovery. This research showed that the contact angle increases with the increase of
pressure and temperature. However, if the water salinity decreases, the contact angle also
decreases. Nasralla and Nasr-El-Din [19] were trying to increase the double-layer mechanism to
increase oil recovery. Their findings concluded that the use of low salinity water injection projects
as a secondary recovery method rather than an enhanced recovery method showed increased oil
recovery. [19]
The mechanism by which low salinity water injection projects enhance the oil recovery for
carbonate rocks is considered to be less complicated than sandstones as the primary mechanism
will depend on the wettability alteration mainly. This phenomenon occurs due to the modification
of the surface charge either by dissolution or the desorption of the organic matter.
Several studies were performed to examine the ability to change the charge of the rock
surface. Strand et al. [20] tried to investigate the impact of sulfate ions on the wettability alteration
of the carbonate rocks and the results are shown in Figure 10.
Figure 10. Advancing contact angle measurements on calcite, dolomite, and magnesite. [20]
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Ali et al.: Low Salinity Water Injection for Enhanced Oil Recovery
Experiments have shown that sulfates act as a catalyst by improving the imbibition rates
due to their ability to adhere to the rock surface, making it partially negatively charged. This
property of sulfates is more efficient below a specific concentration of 1 g/l and at high
temperatures. The experiments also showed that depending on the rock types (Calcite, Dolomite,
or Magnesite.), the cations and the salinity of the brine along with sulfate could alter the wettability
of the carbonate rocks towards a more water-wet rock [20].
Other experiments were performed to confirm the findings by Strand et al. [20]. The
experiments done by Hognesen et al. [21] were trying to investigate the impact sulfates had on the
imbibition rates and oil recovery. Hognesen et al. [21] conducted the experiment under harsher
conditions by increasing the temperature of the experiment to (90 – 130 C). Additionally, Strand
et al. [20] showed that sulfates work very well under very high temperatures; this indicates an
agreement between both experiments. However, Hognesen et al. [21] decided to increase the
sulfate concentration to 2.31 gm/L, which resulted in an incremental increase in oil recovery
[21,22].
By increasing the system’s temperature, the affinity of the surface to sulfate increases. The
adsorption of the sulfates to the rock surface changes it into a partially negatively charged surface.
The high temperatures also help in decomposing the negative carboxylic group in the
hydrocarbons. Thus, there is a repulsion between the surface of the rock and the hydrocarbons,
resulting in increased oil recovery. Although Hognesen et al. [21] used a higher concentration of
sulfates, it should be clear that the concentration of the Ca+2 in the brine should be well known to
avoid the precipitation of CaSO4, which is unfavorable and may result in unwanted consequences.
Overall, the key behind the increased oil recovery is the minerals found in the injected seawater
(SO4 -2, Ca+2, and Mg +2). However, it was also found that by reducing the salinity of the injected
water, the oil recovery was improved significantly. This could be explained through the reduction
in the interfacial tension or wettability alteration [21].
Yousef et al. [22] tried to investigate this dilemma. He wanted to figure out which method
is the primary reason for increased oil recovery using low-salinity water injection projects in
carbonate reservoirs.
According to the results, Interfacial Tension IFT has no significant impact on incremental
oil recovery as shown in Figure 11, and wettability alteration, that is a function in contact angle as
shown in Figure 12, is the key mechanism behind this additional oil rise. Yousef et al. [22] tried
to examine the mechanism behind the wettability alteration using the Nuclear Magnetic Resonance
NMR tool. His findings, as shown in Figure 13, indicate that the amplitudes obtained for the post-
test case shifted left, with low and high amplitudes overlapping. This shift is an indication of a
faster rate of relaxation as a result of the pore improvement due to dissolution and changes in the
carbonate rock surface charge [22].
There are various methods for injecting low-salinity water that can be employed in
compliance control. This takes place when an adequate amount of Ca 2+ to dilute the salinity of
the water injected. The reason for using Ca 2+ is because it increases the clay minerals’ mobility
and reduces the porosity which would lead to a reduction in permeability. The injected water
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Ali et al.: Low Salinity Water Injection for Enhanced Oil Recovery
effects are classified into secondary, IOR and EOR according to its chemistry. The IOR is related
to SWF- sandstone and carbonates, but the EOR is related to polymer flooding, surfactant flooding,
ASP flooding, dilute surfactant, carbonated water, Co2 WAG, steam flooding, and
microbial/nanotechnology. The secondary impacts are related to offshore waterflooding. After
conducting trials and completing some numerical analysis, it was discovered that the secondary
recovery for heavy oil recovered 70% of the original oil in place (OOIP) [23].
Researchers and chemists have found several advantages for the low salinity water injection
which compensates the polymer flooding [24]. They have addressed that the LSWI hardly needs
any additional chemicals which could be economically targeted; however, the seawater would need
adding some chemicals in order to acquire the viscous state needed. In addition to this positive
economical side, the LSWI would increase the oil recovery as it improves the sweep efficiency;
thus, it achieves a faster oil recovery process. Kozaki [25] conducted experiments employing
tertiary Berea Sandstone cores and the two different salinity solutions. As he observed, the low-
salinity polymer solution, as compared to the high-salinity polymer solution, reduces the saturation
of the residual oil by 5 to 10% [26]. Furthermore, a report performed by Vermolen, has stated
some other advantages of using the low salinity polymer flooding such as: [27]
1. Lower sensitivity for the mechanical shear
2. Higher stability for high salinity/high temperature formations
3. Higher usage for high salinity/high temperature formations
4. Reduction of the production potential chemistry issues (such as souring, scaling and
water/oil separation)
5. Increasing the visco-elasticity of the LSWI.
6. Reduction in the residual oil.
On the other hand, the report has issued several risks for using the low salinity polymer solution
such as:
1. Clay swelling
2. Polymer adsorption.
3. Mixing the high salinity with the low salinity.
4. Cation exchange
5. The presence of a polymer factor of retardation resulting from using low salinity water,
could lead to oil recovery delay, which would dramatically impact negatively on the project
economics.
After investigations, Spildo [28] has observed that adding surfactant injections to the low
salinity water is considered as a better choice than surfactant flooding. Surfactant injection with
low salinity water increments its performance effectiveness. The surfactant is quite beneficial for
eliminating the capillary high pressure and alleviating the mobilized oil trapping [29,30].
H2CO3 ↔ H+ + HCO3-
(Reaction 2)
HCO3- ↔ H+ + CO3 -2
(Reaction 3)
(Reaction 4)
Then, they add the mixture of carbon dioxide gas and water to the calcium carbonate as in the
following reaction:
(Reaction 5)
(Reaction 6)
In addition, the anhydrite is ionized in the presence of carbon dioxide gas giving positive and
negative ions:
(Reaction 7)
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Ali et al.: Low Salinity Water Injection for Enhanced Oil Recovery
The geochemical analysis was made by Al-Shalabi [37] using the PHREEQC equipment
(simulator). There were three various modes of injection that were compared which are the CO2
injection, LSWI and the combined injection (LSWI and CO2 injection). The analysis depicts that
the value of the pH-induced wettability alteration pronounced using low salinity water injection
only is more than the effect of the combination of the LSWI and CO2 injection. The pH trend in
LSWI only is much higher when compared to the decrease in the same trend but when using CO2
injection and when using the combination of LSWI and CO2 injection[37,38,39]. They have
observed carbonic acid formation which gives an explanation of the latter decrease in the pH value.
Figure 14 shows this gap in the pH values of LSWI, CO2 injection and the combined injection
[40].
Figure 14. pH plot of LSWI only, CO2 injection only and the combined LSWI and CO2 injection
[40].
Conclusion
This work is to investigate Low salinity water injection process, its mechanisms and its
applicability under different reservoir conditions. The paper reviews a huge spectrum of field and
lab work conducted on both fragmental and carbonate rocks. Both lab and field works conducted
by different scientists agree on some facts that the main mechanism of enhancing oil recovery
using low-salinity water injection projects is the wettability alteration, especially in carbonate
reservoirs[41,42]. However, this is not true for every formation under every condition. The
mechanism that works for carbonates does not necessarily work for sandstones due to the change
in the chemical competitions and the different depositional environments. As a result, thorough
laboratory investigations on representative rocks and fluid samples should be done before any
field-scale application to examine the possibility of LSW boosting oil recovery.
Moreover, the study reached a conclusion that the oil's effective permeability becomes a little
sensitive to water injection projects compared to low saline injection. It is also found that mixing
the low salinity water with EOR mechanisms like polymer, surfactant, and CO2 flooding projects
would result in improved oil recovery [43,44]. However, there is no agreement on which EOR
mechanism works well in different reservoirs and under what conditions. CO2 flooding seems to
be one of the most effective alternating methods due to the high solubility of CO2 in low-salinity
water, especially in hydrophilic conditions. Still, the water salinity, reservoir pressure and reservoir
temperature would be a big determinant of the injection effectiveness. Overall, to maximize the
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