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Original Paper | Open Access

Synergistic effects of carbonated water flooding coupled with surfactant for EOR and CO2 storage: Pore-scale mechanisms and influencing factors analysis

Xiao-Bing HanaHai-Yang Yua ( )Hai-Feng YangaPeng SongbJia-Bang SongaYu-Meng WangaHui-Ting TangaYang Wanga( )
State Key Laboratory of Petroleum Resources and Engineering, China University of Petroleum (Beijing), Beijing, 102249, China
Research Institute of Exploration and Development, PetroChina Changqing Oilfield Company, Xi'an, 710018, Shaanxi, China

Edited by Min Li

Peer review under the responsibility of China University of Petroleum (Beijing).

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Abstract

Active carbonated water (ACW) flooding combines the benefits of carbonated water (CW) and surfactant flooding, simultaneously enhancing oil recovery and facilitating CO2 storage. Nevertheless, the enhanced oil recovery (EOR) mechanisms of ACW remain insufficiently understood, and neither its CO2 storage performance nor its pore-scale oil displacement characterization have yet to be investigated. Additionally, the influence of different factors on the performance of ACW has not been systematically studied. In this study, core flooding and nuclear magnetic resonance scanning experiments were conducted to elucidate the EOR mechanisms of ACW, clarify for the first time its CO2 storage performance and pore-scale oil displacement characterization, and examine the influence of various factors on its effectiveness. The results demonstrated that CW flooding enhanced the oil recovery by 12.24% compared to water flooding (46.19%). By leveraging the synergistic effects of CW and surfactant, ACW further increased oil recovery to 64.55%, with pore-scale recovery of 72.22%, 50.77%, and 29.29% for macropores, mesopores, and micropores, respectively, representing increases of 15.77%, 15.05%, and 10.39% relative to water flooding. Furthermore, both CW and ACW demonstrated effective CO2 storage, with dissolution trapping emerging as a critical mechanism. Compared to the CO2 storage efficiency of CW at 50.57%, ACW showed a higher efficiency of 52.84%. Within the parameter ranges studied, the oil recovery and CO2 storage efficiency of ACW both increased with decreasing injection rate and with increasing permeability and surfactant concentration. Correlation analysis revealed that for both metrics, permeability had the most significant influence, followed by surfactant concentration and injection rate. This work provides new insights into the potential of ACW flooding for simultaneous EOR and CO2 storage, offering practical guidance for its application in low-permeability reservoirs.

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Petroleum Science
Pages 5992-6003

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Cite this article:
Han X-B, Yu H-Y, Yang H-F, et al. Synergistic effects of carbonated water flooding coupled with surfactant for EOR and CO2 storage: Pore-scale mechanisms and influencing factors analysis. Petroleum Science, 2026, 23(9): 5992-6003. https://doi.org/10.1016/j.petsci.2026.03.044

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Received: 03 September 2025
Revised: 16 December 2025
Accepted: 20 March 2026
Published: 25 March 2026
© 2026 The Authors.

This is an open access article under the CC BY-NC-ND license (http://creativecommons.org/licenses/by-nc-nd/4.0/).