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DISTRIBUTION OF HYDROCARBONS IN

SEDIMENTARY BASINS
The importance of temperature

Research & Technology


Memoir No. 7
2 MEMOIR SERIES

MEMOIR SERIES
This R&D Memoir Series summarizes cumulative achievements made by Statoil
researchers and their associates in key technical areas: care is thus taken to
differentiate between achievements made by Statoil alone and those resulting from
external cooperation. The intended readership is anyone with a technical overview of
the petroleum industry. No specialist knowledge of the subject is required.

CONTENT

Introduction 3
Hydrocarbon traps
Heat, pressure and diagenesis
Confronting conventional wisdom

Porosity, permeability and hydraulic fractures 6


Porosity and permeability evolution in sandstones and shales
Hydraulic fracture mechanisms
Summary

The Golden Zone concept and its implications 10


Thermal zonation
Practical implications
Denouement

Selective bibliography 14

AUTHORS’ NOTE
The key to reducing exploration risk is the combining of geological and geophysical approaches. The
Golden Zone concept must therefore be seen as an exciting, yet somewhat provocative addition to the
overall exploration toolkit.

Ongoing research may also reveal unforeseen modifications or even chip away at some of the basic
tenets. Nevertheless, if exploration geoscientists are persuaded to pay more attention to the importance
of temperature in predicting the global occurrence of hydrocarbon accumulations, the authors have done
their job.

The text has been deliberately simplified to clarify the concept, and the line drawings, although based on
a wealth of genuine information, are likewise idealized models of reality.

ACKNOWLEDGMENTS
The research summarized in this memoir was carried out by co-authors Per Arne Bjørkum, Paul Nadeau,
Olav Walderhaug and associates, partly before but mainly after they were employed by Statoil. They
would like to thank the following experts for helpful discussions on specific diagenetic aspects: Knut
Bjørlykke, Stephen N Ehrenberg, Eric H Oelkers and Nils E Aase. Statoil publication was sanctioned by
Ingve R Theodorsen, Bill Maloney, Tim Dodson, Morten Rye-Larsen and John Reidar Granli. Knut Georg
Røssland kindly undertook a detailed review of the penultimate manuscript and Tony Boassen provided
the ESEM/backscattered electron images.

AWARD
Paul Nadeau received the 2000 Schlumberger Medal “in recognition of scientific excellence in mineralogy
and its applications”. The award was presented at a meeting of the Mineralogical Society on the 4th of
January 2001 in the Great Hall of Durham University (UK).

Antony T Buller (series author), Per Arne Bjørkum*, Paul Nadeau* & Olav Walderhaug*
Designer: Bente Lie, GTS, Statoil Research Centre
Publisher: Statoil ASA
Printer: Netprint
Publication date: August 2005

*Contact for further information.


INTRODUCTION 3

INTRODUCTION

Statoil researchers have laid the foundation for a paradigm shift in exploration thinking
that transforms perceived geological complexity into a global pattern of elegant
simplicity.

Hydrocarbon traps increasingly higher temperatures, their kerogen


content is chemically broken down and converted
into hydrocarbons. Oil generation may start at
A trap requires a charge system, reservoir about 110 °C (and continue to about 140 °C),
rocks and an effective seal followed by gas generation at about 120 °C (or
higher).
Now that many of the world’s largest fields have
been accounted for, explorers are increasingly During this process, the hydrocarbons move
turning their attention to finding subtle traps in (migrate) through the source rock and are
mature basins and opening up challenging frontier eventually expelled into the overlying sediment
areas, such as the Arctic and ultra-deep water column where some of them may accumulate in
Atlantic margins. reservoir rocks.

The time is therefore ripe to introduce a step Accumulation, however, does not guarantee
change in the industry’s understanding of how preservation. This depends on the sealing capacity
hydrocarbon accumulation works, starting with a of the overlying cap rock sequence, which is 1
Source rocks normally consist of fine-
summary of the basic principles. normally a low permeability mudrock or shale. grained sediments (mudrocks and shales)
that are rich in organic matter derived
Simply stated, the entrapment of oil and gas If the cap rock becomes fractured, some of from marine or lacustrine algae and
depends on the timely coincidence and fortuitous land plants. The organic matter has to
the escaping hydrocarbons may accumulate in
be insoluble to ensure its preservation
arrangement of three geological components: a reservoir rocks higher up in the sedimentary during burial, and must therefore have
petroleum charge system; high quality reservoir succession – a process known as re-migration. been originally deposited in wet, muddy
rocks; and an effective seal. environments devoid of oxygen. This
insoluble material is known as kerogen.
The trick, of course, is to find present-day traps
The charge system consists of organic-rich source whose cap rocks are intact, and whose reservoir 2
Porosity is expressed as the percentage
rocks1 that are capable of generating and expelling rocks are (i) sufficiently porous2 to contain bulk pore volume of a rock, irrespective
hydrocarbons. of whether pores are interconnected or
commercial quantities of hydrocarbons and (ii)
isolated. Permeability is a measure (in
sufficiently permeable2 to allow them to flow fast milliDarcies, mD) of the relative ease with
As source rocks are buried deeper and exposed to enough towards production wells. which fluid flows through a porous rock.

Cap rock
Oil leg
Gas-oil contact
The prerequisites of hydrocarbon
entrapment and standard
Oil-water contact Shale
descriptive terms. Although there
Vertical are many trap configurations, the
closure one one shown here – an anticlinal
andst fold – is perhaps the simplest.
S
The single-headed arrow depicts
the primary migration of oil and
Spill point gas from a maturing source rock
into an overlying sandstone
Shale reservoir.
Gas
Shale Oil
Water
Source rock
4 INTRODUCTION

(Photos: Øyvind Hagen.)

Statoil geologists studying Jurassic


Heat, pressure and diagenesis The difference between the normal hydrostatic
sandstone and shale sequences in
pressure and that approaching the lithostatic
East Greenland. These rocks are
limit is thus a matter of fluid containment, and is
The predominant dynamic controls on very similar to hydrocarbon-bearing
therefore related to the hydraulic conductivity or intervals encountered in sedimentary
hydrocarbon distribution are heat, diagenesis overall permeability of a sedimentary succession. basins beneath the Norwegian Sea.
and fluid pressure

Heat is largely derived from deep in the earth’s


crust and flows upwards through conductive,
sediment-filled basins. The deeper one drills, the 1

hotter the rocks and their contained fluids become.


This phenomenon is expressed by geothermal 2 Generalized depth plot of subsurface
Lit

gradients, which define the average, linear rate pressure regimes on the Norwegian
ho

continental shelf.
sta

of increase in temperature per kilometre depth of


ict
Depth (km)

3
burial.
pre

Note that the pore pressure ramp marks


ssu

a departure of the pore fluid pressure


re
gra

Geothermal gradients can range from over 80 C o 4


Hydro

Ram curve away from the hydrostatic


die

p
per kilometre in hot basins (e.g. the Bombay basin) pressure gradient towards the lithostatic
nt
static

to less than 20 oC per kilometre in cold basins (e.g. pressure gradient.


5
in parts of the Gulf of Mexico).
press

This is accompanied by a build up


ure g

of overpressure and a reduction


The global average for sedimentary, oil-bearing 6
of effective stress (the difference
radien

basins is about 30 oC per kilometre, which is slighly between lithostatic and pore water
less than that encountered on the Norwegian
t

7 pressure).
continental shelf (NCS). 50 100 150
Pressure (M Pa)
Pressure also increases with depth, but in a less Pore water pressure
obvious fashion. With reference to the figure, Overpressure
hydrostatic pressure is that imposed by a static, Effective stress
unbroken column of formation water held in the
pores. This implies that if the water were free to The depths at which overpressure ramps occur in
rise in a borehole it would reach the surface. The nature vary considerably from basin to basin.
curve to the right shows the lithostatic pressure
gradient, which represents the total load of the Both pressure and heat control diagenesis – the
overlying water-saturated sediments – the process by which unconsolidated sediments are
overburden. converted with time and burial into sedimentary
rocks through physical consolidation and
These two curves define the limits between which compaction (mechanical compaction) and the
the pressure of pore fluids in a sediment column chemical precipitation of new minerals (chemical
normally varies. compaction). New minerals, which may occur
as grain coatings, pore linings or pore fills, often
Initially, the pore pressure closely follows the tend to cement and thereby strengthen the rock
hydrostatic boundary, but at a certain depth in a framework.
given basin it swings towards the lithostatic limit.
All of these phenomena alter the geometries, sizes
From the point of departure, a state of overpressure and interconnections of pores, which usually lead
is said to exist. In other words, at and beyond the to a loss in porosity and permeability. Reductions
overpressure ‘ramp’ the fluid pressure at a given in pore space also result in the expulsion of vast
depth is considerably greater than the hydrostatic quantities of formation fluids from the rocks,
pressure. which flow upwards through the sediments.
INTRODUCTION 5

(Images: Tony Boassen and Per Arne Bjørkum.)

Confronting conventional squeezed out. This mechanism works well for the Examples of sandstone compaction,
ranging from a shallowly buried, high
early stages of burial; however, it has been widely
wisdom assumed that the same process (effective stress) porosity, un-cemented sample (left) to
a deeply buried, extremely low porosity,
controls the precipitation of mineral cements at
quartz cemented sample (right).
Deep diagenesis results from thermo-chemical deeper burial. Compaction stages are schematically
reactions illustrated in the cartoon below.
The validity of using effective stress as the
Subsiding sedimentary basins are therefore controlling parameter for porosity loss at depth is
dynamic entities when viewed over geological hereby challenged, not least because the effective
time. stress is at a minimum below overpressure ramps
and may thereafter remain low and almost
However, certain present-day geological features, constant. Porosity loss and permeability reduction
such as the stratigraphic framework3 and the should therefore come to a halt, which is far from
superimposition of tectonic and structural the truth.
disturbances4, can be indirectly – if somewhat
3
The distribution and arrangement of
coarsely – determined by using geophysical After 15 years of studying the diagenesis of sedimentary strata.
techniques and information from wells that happen sandstones6 and shales7 on the NCS, Statoil
to be in the vicinity of an enticing prospect5. But researchers argue that beyond a certain depth 4
Tectonic and structural disturbances are
the crucial aspects of hydrocarbon expulsion, manifested as folds, faults and fractures. A
the main controlling force behind the diagenetic fault is a plane or zone of weakness along
migration and accumulation, which commonly reduction of porosity and permeability is which rock masses break and whose sides are
take place over tens of millions of years, have to temperature – not effective stress. Deep significantly displaced relative to one another.
be predicted. A fracture is a small-scale rupture that may
diagenesis consequently results from time-
or may not involve displacement.
temperature controlled (thermo-chemical)
Up until now, quantitative models of porosity, reactions, which generate overpressure because 5
A prospect is a potential hydrocarbon trap
the fluids are unable to escape fast enough judged worthy of detailed evaluation.
permeability and pressure evolution in sedimentary
basins have mainly been based on mechanical through the rock matrix as porosity is reduced. 6
Unless otherwise stated, sandstones are
compaction. Porosity (and hence permeability) medium-grained sedimentary rocks that
loss is thus thought to be controlled by effective As will be seen, this empirically verifiable, yet consist mainly of sand-sized grains of the
mineral quartz (SiO2).
stress; that is, the total pressure exerted on controversial theory helps to transform perceived
sediment grain contacts by the overburden minus geological complexity into a global pattern of elegant 7
Shales originate as watery mud and
the fluid pressure. This physically pushes loose sand simplicity, and has important consequences on mudrocks that become harder during burial
as the interstitial water is squeezed out.
grains, silt particles and clay minerals ever closer our understanding of hydrocarbon migration and They often contain about 70% or more
and harder together while the interstitial water is accumulation. clay-sized minerals.
Deposition

Mechanical compaction

Cartoon illustrating the


Chemical compaction

Quartz grain

Quartz cement mechanisms and thinning of


Feldspar grain
sedimentary rocks during
burial as a result of mechanical
Porosity
and chemical compaction.
Clay mineral
The initially loose framework
or packing configuration of
freshly deposited sand grains
(left) is initially compacted
by mechanical forces (centre)
and thereafter by the chemical
precipitation of quartz cement
(right).
6 POROSITY, PERMEABILITY AND HYDRAULIC FRACTURES

POROSITY, PERMEABILITY AND HYDRAULIC


FRACTURES
New approaches point to a common basis for describing all processes instrumental
in reducing porosity and permeability in siliciclastic1 sediments, and predicting their
impact on pressure development, fluid migration and hydrocarbon entrapment.
1
A collective term for silica-dominated
sandstones and shales.

Porosity and permeability the source of the cement is therefore contested.


What’s more, they argue that the process is
evolution in sandstones and time-temperature controlled, as in any chemical
reaction.
shales

Studies on the Norwegian continental shelf


suggest that porosity and inter-dependent
permeability loss are mechanically driven
during early burial and thermo-chemically
driven during deeper burial

It has long been known that diagenetic changes in


deeply buried NCS sandstones and shales involve A micro-stylolite (outlined in
red) weaving its way between
widespread chemical compaction. However, there
interpenetrating (dissolving) quartz
has been a divergence of opinion as to how this grains. Remnant pore spaces are
takes place. 0.5 mm
blue. (Photo: Olav Walderhaug.)

Sandstones Quartz cementation is therefore described as a


One view was that the source of the silica needed three-stage process: quartz grain dissolution,
for quartz cementation – the main cause of followed by diffusion of the dissolved products
sandstone porosity loss – is largely external to the and precipitation – the latter being the slowest of
rock; that is, the silica is sourced from the upward the three reactions.
flow of formation water squeezed out from below.
It was also believed that chemical diagenetic The rate of deep porosity loss is thus controlled by
processes cease in the presence of hydrocarbons, the rate of thermo-chemical quartz precipitation
because hydrocarbons block the flow of water. and the available area of the quartz grains over
which quartz cement coatings (overgrowths) can
An alternative view was that the chemical be attached.
processes take place in a closed system (i.e. in
the rock itself) and that the flow of water from All that is needed to predict porosity loss in a 2
The interfaces are micro-stylolitic;
beneath has little or no effect. This requires that sandstone with a certain quartz surface area is a i.e. they consist of microscopic zigzag
surfaces between interpenetrating
the silica is sourced from the in-situ dissolution relatively straightforward estimate of temperature (dissolving) quartz grains. They are made
of the quartz grains themselves, and depends on history. visible by insoluble residues of illitic clay
the effective stress exerted at the points or areas minerals, micas and iron oxides.
of contact of the quartz grains – a phenomenon 3
Micas are sheet silicates, which break
known as pressure solution. up into thin elastic laminae and range
in colour from transparent to silver and
black. Illite is the name of a group of
In a seminal series of published papers (see pp. mica-like clay minerals.
14 to 15), Statoil authors and their co-workers
agree that the source of quartz cement is indeed
internal. However, they differ radically by asserting
that dissolution is governed by a pressure-
insensitive chemical catalytic process, which takes
place at the interfaces2 between quartz grains Pore-filling quartz cement in the form
of small quartz overgrowths, displaying
and the minerals mica and/or illite3. The concept
well-developed crystal faces.
of pressure solution as a mechanism for providing 50.0 μm
(Image: Tony Boassen.)
POROSITY, PERMEABILITY AND HYDRAULIC FRACTURES 7

The photograph on the left, taken with transmitted


light, shows a quartz sandstone whose porosity has
largely been destroyed. Without additional evidence,
it may be thought that the porosity was lost through
mechanical compaction and/or grain dissolution.
However, the photograph on the right, taken with
cathodoluminescence, reveals that the porosity has
been obliterated by quartz overgrowths coating the
host sand grains.

0.2 mm 0.2 mm (Photos: Olav Walderhaug.)

These conclusions have been built into a commercial opportunity for the pressure to be reduced 4
EXEMPLAR™ was developed by
software modelling package, EXEMPLAR™4. At by fluids migrating through highly permeable Geologica (now Aceca Geologica) in
Stavanger, Norway, based on concepts
temperatures below about 70 oC, the traditional rocks). Hard overpressure in sealed NCS pressure by co-authors Walderhaug and Bjørkum
principle of mechanical compaction is used because compartments starts at about 120 oC. during their earlier tenure at Rogaland
porosity loss is a function of effective stress. This Research, and has been purchased by
many oil companies and universities for
is easily determined because the pore pressure is Shales reservoir quality prediction. It has also
approximately hydrostatic. Broadly similar conditions apply to shales, which been incorporated in Aceca Geologica’s
commonly undergo a widespread diagenetic basin modelling program, Fobos Pro,
which predicts overpressure build up due
At temperatures above about 60 to 80 oC, mineral reaction that starts gradually at 60 oC to temperature-controlled diagenetic
porosity loss is modelled as a function of thermo- when even minute quantities of the clay mineral reactions.
chemical reactions. smectite are converted to iIlite. 5
This statement is based on sound
scientific grounds, which are too complex
This greatly simplifies matters because it is no Traditionally, this reaction has been ascribed to to deal with here.
longer necessary to use effective stress as an a process involving the in-situ replacement of
input parameter, which at these temperatures is smectite by illite, accompanied by an increase in
highly uncertain. the amount of free water and the concomitant
development of overpressure.
Further simplification is achieved by refuting the
idea that porosity reduction stops in the presence As illite has a smaller surface area than smectite, it
of hydrocarbons5. was thought that shale permeability would slightly
increase. In practice, however, permeability
decreases. Neither this nor the observed increase
25 30
in pore pressure was ever satisfactorily explained.

20 This paradox, however, was resolved by co-


Quartz cement volume (%)

author Nadeau (prior to joining Statoil) and


Sandstone porosity (%)

his associates at the Macaulay Institute. They


15
convincingly showed that: (i) the precipitated
15
illite occupies considerable volumes of pore
10 spaces around dissolving smectite minerals (not
in-situ replacement); (ii) the growth habit of the

5
MICRO-DARCY SHALE

0 0
NANO-DARCY SHALE:
40 60 80 100 120 140 160 180 Prone to overpressure

Temperature (0C)

Simplified graph of the percentage of sandstone Smectite


quartz cement and sandstone porosity loss versus dissolution
temperature for the Norwegian continental shelf. Smectite
Smectite
Note the exponential increase in quartz cement and
the rapid drop in porosity as temperature increases,
especially above 120 oC.

Other significant results are that: (i) at


temperatures above 70 oC the rates of porosity
loss due to quartz cementation – and therefore
fluid expulsion – increase exponentially; and (ii) Smectite-illite transition. The smectite dissolution products are re-precipitated as pore-bridging
at temperatures above 120 oC porosity loss is fibrous illite throughout a considerable volume of pore spaces in the vicinity of the dissolving
sufficiently rapid to generate hard overpressures smectite mineral. This causes a dramatic reduction in permeability but has little effect on porosity.
where drainage is limited (i.e. where there is no Illitization commences at a temperature of about 60 oC, thereafter increasing rapidly.
8 POROSITY, PERMEABILITY AND HYDRAULIC FRACTURES

500.0 μm 50.0 μm 10 μm

precipitated illite is fibrous; and (iii) pervasive Hydraulic fracture Examples of diagenetic fibrous illite
cement are shown here in two sandstone
fibrous illitization leads to such intense subdivision
of pore spaces that shale permeability is mechanisms samples, because its minutness in
shales is impossible to photgraph.
dramatically reduced, thus rendering the affected
The central image shows a detail from
shales (and hence the deeper parts of basins) the image on the left (within frame),
Thermo-chemical driven porosity loss at
prone to overpressure development. where fibrous illite cement has been
depth sheds new light on the generation
precipitated in a pore bounded by a
At temperatures above 100 to 120 oC,
of hydraulic fractures and their role in corroded feldspar grain (left) and a
hydrocarbon migration quartz grain (right). The right-hand
permeability may theoretically be further reduced
image (of another sample) shows the
to levels as low as 10-9 Darcies due to the illitization extremely delicate growth habit of
of the clay mineral kaolinite6 – a condition that is Conventional thinking also suggests that fibrous illite, which strongly reduces
obviously conducive to the onset of extremely hydraulic fractures7 are triggered by overpressure permeability but has little effect on
hard overpressure. development in the pore fluids of those sediments porosity. (Images: Tony Boassen.)
that are unable to expel their fluids fast enough.
The classical inter-dependency between shale Once fracturing has occurred, it is thought
porosity and permeability loss in the mechanical that the pressure rapidly normalizes and then
compaction regime therefore breaks down when gradually builds up again. The leakage of water or
temperatures exceed 60 oC. This is due to the hydrocarbons through fractures would thus occur
precipitation of fibrous illite, which causes a in fairly regular, intermittent bursts.
dramatic reduction in permeability but has little 6
Kaolinite is a common clay mineral
effect on porosity. However, this idea is untenable in the light of formed by the weathering or alteration
Statoil’s claim that thermally-driven porosity and of feldspars and other aluminous silicate
minerals.
permeability loss is the controlling factor for fluid
100 expulsion. If so, the thermally controlled ‘chemical 7
A similar situation may pertain where
pump’ will continue to work, irrespective of the pre-existing tectonic zones of weakness
are (re-)activated.
pore pressure it generates, until the permeability
80 is so low that the pump is forced to create its own
permeability in the form of open fractures. The
fractures will typically remain open for several
Illite in clay fraction

60 million years as long as the amounts of fluid to be


expelled are greater than the amounts that can
escape via the pore network.
40

This mechanism differs radically from previous


thinking, even though the fundamental rock
20 mechanical principles of hydraulic fracturing are
unchanged.

0
40 60 80 100 120 140 160 180 Cap rock integrity and re-migration
Temperature ( C) 0 Furthermore, the textbook view of what
constitutes a good cap rock is that it should
be as impermeable as possible or have the
Thermal interval of illite formation
mechanical strength to withstand fracturing.
However, this diametrically opposes the view
that low permeability is the prime cause of hard
Idealized graph of the diagenetic illite content in
the clay fraction of Norwegian continental shelf
overpressure and cap rock fracturing.
sandstones versus temperature. The sharp increase
in the percentage of illite corresponds to the thermal Again conventional wisdom is contested by suggesting
zone of illite formation between 120 and 150 oC. that ‘good cap rocks’ are fracture-prone!
POROSITY, PERMEABILITY AND HYDRAULIC FRACTURES 9

Shale
Hydraulic
fractures

e
120 0C
on
dst
San

Shale

Conceptual illustration of re-


e
Gas dst
on migration showing the transference
San of hydrocarbons to higher level
Oil
traps via vertical hydraulic fractures
passing through intervening
Water shales.

Turning to re-migration, it is an incontrovertible the belief that thermally mature source rocks will
fact that hydrocarbons almost always lie convert oil-prone basins into gas-prone basins
uppermost in traps, simply because they are more no longer holds true, because the oil may simply
buoyant than water. They are therefore in direct have been transferred to higher levels.
contact with the overlying cap rock shale and will
be the first fluids to leave a trap once the cap rock Summary
seal has been breached.
1. Where subsurface temperatures are less than
As a hydrocarbon trap subsides and eventually 60 oC, porosity and related permeability losses
becomes subjected to temperatures over 120 arise from mechanical compaction by squeezing
°C, severe porosity reduction and associated pore out the interstitial formation water. Pore water
pressure elevation may lead to the generation of pressures are either identical with or very close
fractures propagating upwards through the cap to hydrostatic. This conforms to conventional
rock. thinking and is easily simulated in predictive
models.
Initially, the permeability of the fractures will be
small. However, as the permeability of the shale 2. Where subsurface temperatures are greater
matrix decreases over time, the permeability of the than 60 oC, there is a gradual transition from a
fracture will increase. The volume and discharge mechanical compaction regime to a thermally-
rate of hydrocarbons leaving the reservoir through driven chemical compaction regime. At and
fractures will therefore increase. above these temperatures, chemical compaction
is largely caused by internally sourced quartz
This means that hydrocarbons probably remain cement in sandstones and the precipitation
trapped for only short periods of geological time of diagenetic clay (illite) in shales – the latter
before escaping to a lower temperature zone in dramatically reducing permeability. At about 120
which they may re-accumulate in more porous o
C, shale permeability loss is so extreme that
and permeable traps. the accompanying loss in porosity triggers the
development of hard overpressures and hydraulic
Prospects will therefore become increasingly fractures.
separated from their ‘parent’ source rocks, and
may no longer depend on primary migration 3. Widespread hydraulic fracturing may result in: (i)
but on vertical migration from one sandstone vertical fractures in shales serving as hydrocarbon
body to another via lengthy fractures formed in conduits directly linking source rocks to overlying
intervening shales. sandstones reservoirs; (ii) the fracturing of cap
rocks whose properties were formerly regarded
The important point is that once hydrocarbons have as favourable; and (iii) extensive re-migration of
been generated, they can sequentially re-migrate hydrocarbons to progressively shallower traps via
vertically through the overlying sediment column long intervening shales. These phenomena are largely
after a source rock has ceased expelling significant related to the chemical compaction regime.
volumes.
Everything therefore points to the existence of a
The notion that most present-day traps have to general, process-based zonation of hydrocarbon-
be directly charged from active source rocks is no bearing sedimentary basins founded on
longer the single most important issue. Moreover, temperature rather than pressure.
10 THE GOLDEN ZONE CONCEPT AND ITS IMPLICATIONS

THE GOLDEN ZONE CONCEPT AND ITS


IMPLICATIONS
The Golden Zone concept is an empirically verifiable theory showing that
hydrocarbons in siliciclastic sedimentary basins of the world generally occur in
a predictable manner controlled by temperature. The impact of this theory on
exploration practice is potentially profound.

Thermal zonation by combining the above results with the revised


processes summarized in the previous chapter.
The conceptual model consists of a threefold,
The world’s siliciclastic basins can be modelled thermal zonation scheme.
using an idealized thermal zonation scheme
The basal zone, which is bounded by the
in which about 90 per cent of the world’s oil
200 oC and 120 oC isotherms, is where most
and gas resources are found between the 60 hydrocarbons are generated from source rocks.
and 120 oC isotherms1 Even so, only a minor percentage of the oil and 1
Isotherms: lines of equal temperature.
gas is entrapped here. This strongly suggests that
The assertion that overpressure development is the greater majority of hydrocarbons have been
controlled by temperature rather than effective expelled to lower temperature intervals. The zone
stress is easily tested by plotting pore water is therefore named the expulsion zone, and is
pressure profiles in various worldwide basins characterized by low permeabilities and (hence)
against depth and temperature. As seen in the high pore pressures capable of hydraulically
idealized figure, typical overpressure ramps occur fracturing the rock. This is the realm of intensive
2
The data have been assembled in a
global database containing information
at significantly different depths but combine when thermo-chemical compaction, powered by a from a variety of industrial, government
plotted against temperature. Temperature is thus thermo-chemical ‘pump’. and academic sources. The greater
the controlling factor. What’s more, overpressure majority of them have been derived from
producing fields. All of the data have been
can typically start developing at about 60oC and According to this model, much oil and gas will thus taken at face value, as it is impossible
reach near-lithostatic fracture pressures at about migrate upwards through hydraulically formed to undertake an independent quality
120 oC. fractures into the zone above where the greater control.

Another general pattern emerges when the


volumes of some 120 000 proven accumulations
of oil and gas are cumulatively plotted against Basin A
temperature2: about 90 per cent of the world’s Basin B
1 Basin C 30 Basins A, B and C
oil and gas resources occur in a zone bounded
by the 60 oC and 120 oC isotherms – the Golden
Lit
Lit

Zone of Statoil. Above and below these isotherms, 2 60


ho
ho

hydrocarbon volumes fall off dramatically.


sta
sta

tic
tic

pre
pre

Temperature (0C)

What makes this result so remarkarble is that this 3 90


ssu
ssu
Depth (km)

re

global pattern is independent of location, basin


re

gra
gra

Hydro

type, geological age, sedimentation rate, subsidence


die
die
Hydro

4 120
rate, geothermal gradient, hydrocarbon volumes
nt
nt

static

and the sizes of various fields. In other words, the


static

perceived geological complexity of subsurface


pre

5 150
pre

‘plumbing’ in general has been reduced to a well


ssure g
ssure g

organized system dominated by just one parameter


radien

– temperature. 6 180
rad
ient

If one knows the geothermal gradient, it is possible


to predict the depth interval in any prospective Pressure Pressure
basin in which the majority of hydrocarbons are
likely to be found.
Three idealized pore water pressure profiles plotted versus depth (left) and temperature (right).
Note that the overpressure ramps occur at different depths but coincide at the same temperature
An idealized global model of fluid migration and interval. The ramps start at temperatures of about 80 to 90 oC and reach hydraulic fracture
hydrocarbon accumulation can also be constructed pressure at about 120 oC.
THE GOLDEN ZONE CONCEPT AND ITS IMPLICATIONS 11

majority of them reside. This is appropriately 3


It is thought that about 5% of
named the accumulation zone, which corresponds hydrocarbons in the Golden Zone will
have migrated upwards via traditional fill/
to Statoil’s Golden Zone (as defined above)3. Here, spill mechanisms. These will occur where
hydrocarbon-charged reservoir sandstones will laterally extensive sandstones are gently
act as combined pressure relief and separation deformed but have not been subdivided
into non-communicating, pressure-
tanks, sealed by relatively impermeable cap rock 30
sealed compartments.
shales that present insurmountable capillary
barriers to the hydrocarbons but allow formation
60
water to pass through them.

Temperature (oC)
Sandstone porosities and permeabilities in this GOLDEN
90 ZONE
zone are still quite high because the volume of
quartz cement is normally insufficient to fill more
than a part of the available pore space. The upper 120
limit of major entrapment – the 60 oC isotherm –
is where hydraulic fractures are generally thought
to peter out, simply because shale permeability is 150
insufficiently low for them to propagate through
the rock matrix.
180
The accumulation zone is a zone of transition
between the thermo-chemical compaction
regime of the expulsion zone and the overlying
mechanical compaction regime of the so-called Oil (%) Gas (%)
'sealing' zone. Here, at temperatures below 60 oC, Idealized distributions of oil and gas volumes plotted against temperature. Note that about 90
hydrocarbon volumes are low because the sealing % of the world’s oil and gas resources fall within the 60 to 120 oC isotherms – the Golden Zone
zone is largely beyond the influence of vertical, of Statoil. The volumes fall off rapidly above and exponentially below this zone where the pore
fracture-controlled re-migration. pressure is close to or exceeds the hydraulic fracture pressure.

Those hydrocarbons that are present, apart bacteria consume the lighter oil fractions, leaving 4
Biogenic gases are formed by the
from local biogenic gas4, have probably migrated behind a viscous mass of heavier oil fractions. This physiological activities of organisms
upwards from the underlying accumulation zone is a common phenomenon in oil reservoirs where (bacteria).
through laterally extensive sandstone or siltstone temperatures are less than 80 oC. Indeed a plot 5
High API (American Petroleum Institute)
‘carrier’ beds. of ‘heavy’ oil accumulations (API gravities < 25)5 values characterize light, hydrogen-
against temperature (not illustrated) reveals that rich deposits, whereas low API values
It is also widely known that oil in this zone is vulnerable over 80 per cent occur at temperatures of less characterize heavy, carbon-rich deposits
to bacterial degradation (biodegradation). The such as heavy oil.
than about 60 to 80 oC.

30 ‘Sealing’ zone
Temperature (oC)

60

Accumulation zone
GOLDEN
90 ZONE

Ram
p
120
Lith
Hydrost

ost
atic

150
pre
atic pres

ssu
re g
rad
sure grad

180
ien
t

Expulsion zone
ient

Pressure (M Pa) Oil (%) Gas (%) Characteristic processes Terminology

Composite thermal zonation model for siliciclastic basins.


12 THE GOLDEN ZONE CONCEPT AND ITS IMPLICATIONS

Practical implications hot Bombay Basin where thermal exploration


drilling efficiency is estimated to be only about 10
The Golden Zone theory not only indicates per cent. Here the Golden Zone is only about one
kilometre thick, and the largest accumulation – the
where the greatest potential hydrocarbon
giant Mumbai High oil field – is encountered just
volumes may be found but also contributes 1.4 kilometres below the surface. The reservoir
to reducing exploration drilling costs and temperature is 112 oC!
improving safety
Comparison of Golden Zones in hot
Drilling unnecessarily below the Golden Zone may
(high geothermal gradient) and cold
not only be risky in terms of the potential reward, (low geothermal gradient) basins. In
As the Golden Zone illustration shows (p.11) the but it is also expensive because exploration a hot basin (left), the Golden Zone
global totals of hydrocarbon volumes describe a drilling costs increase exponentially the deeper appears closer to the surface and is
normal distribution when plotted as percentages, one goes. thinner than in a cold basin (right).
with the highest volume concentrations
corresponding to the 90 oC isotherm. This, of
course, is a grand statistical average. Nevertheless,
it is reasonable to assume that hydrocarbon 1 1
resources in certain individual prospective basins
will follow a similar pattern once all possible 2 2
hydrocarbon accumulations have been accounted

Lith
Lith

for. If so, a normal distribution can be used as a


Depth (km)

ost
ost

3 3

atic
atic

predictive tool.

pre
pre

ssu
ssu
Hydrost

Hydrost
4 4

re g
re g

For example, when entering basins that have only

rad
rad
atic pres

been partly explored, one could anticipate that the

atic pres

ie
ien

nt
5 5
t

distribution of discovered hydrocarbon volumes


sure grad

sure grad
might deviate from the norm (i.e. they would 6 6
be skewed). Comparing the skewed distribution
ie

ient
nt

with a normal distribution may therefore yield


important information about the potential of Pressure Oil (%) Pressure Oil (%)

neighbouring temperature intervals. Basin A Basin C

At the other extreme, when entering unexplored


frontier areas it would be wise to target prospects
corresponding to the 90 oC isotherm. If subsequent Uplift and erosion
drilling shows that they are all dry (i.e. they do not So far, attention has been implicitly focused
contain hydrocarbons), continued exploration in on sedimentary basins undergoing continual
the basin should be questioned. subsidence and sedimentation throughout their
geological history. Some of them do, but many
Golden Zone depths and thicknesses are subject to one or more periods of tectonic
Another potential outcome of the concept concerns upheaval, resulting in the uplift and possible
the depths and thicknesses of Golden Zones. In erosion of significant sediment masses.
hot basins, which are subject to extremely high
geothermal gradients, Golden Zones should be
relatively close to the surface and cover relatively DEPOSITION DEPOSITION DEPOSITION
thin depth intervals of about one to two kilometres.
Conversely, in cold basins, which are subject to ‘Sealing’ zone ‘Sealing’ zone
‘Sealing’ zone
extremely low geothermal gradients, Golden Zones
Temperature (0C)

60
should be deeper and may extend vertically over
Accumulation zone Accumulation zone Accumulation zone THE
three to four kilometres. GOLDEN
ZONE
HC HC HC
120

With this in mind, it is instructive to examine


Expulsion zone Expulsion zone Expulsion zone
exploration drilling practices in both types of basin
180
by comparing the (vertical) depths to the bases
SUBSIDENCE
of proven hydrocarbon reservoirs with the total (Depleted zone)

(Depleted zone)
(vertical) depths of exploration wells.
SUBSIDENCE

In the North Sea, ‘thermal exploration drilling Time


SUBSIDENCE
efficiency’ is estimated to be about 60 per cent,
which means that about 40 per cent of exploration
wells have been drilled below the Golden Zone During continuous deposition and basin subsidence, sedimentary intervals progressively
pass downwards through the various temperature windows (zones) as they become more
where the chances of discovering significant
deeply buried (dashed arrow). The greater majority of hydrocarbons, however, will always be
hydrocarbons are much reduced. concentrated in the Golden Zone, because subsiding hydrocarbon traps entering the expulsion
zone will continually release their charge upwards due to hydraulic fracturing and re-migration
The picture is considerably worse in the exceptionally (thin, vertical arrows).
THE GOLDEN ZONE CONCEPT AND ITS IMPLICATIONS 13

In general, uplift and erosion will contribute to


the partial switching off of thermally-driven, fluid DEPOSITION EROSION EROSION

dynamic processes, because the sediments will ‘Sealing’ zone Former 120 0C isotherm
gradually be moved closer to the surface where ‘Sealing’ zone Former accumulation zone
the temperatures are lower. In these situations, the 60 Deactivated expulsion zone
properties of the former zonation may essentially Former 120 0C isotherm
Accumulation zone

Temperature (0C)
be ‘frozen’.
120 HC Deactivated expulsion zone
The amount of vertical displacement will obviously (Depleted zone)
Expulsion zone
depend on how much a basin has risen and how
much is eroded off the top. If the former 60 oC 200
(Depleted zone)
isotherm has been moved to the surface (i.e. UPLIFT
the entire sealing zone has been swept away), (Depleted zone)
the accumulation zone will start eroding and
UPLIFT
prospectivity will drop. If the former 120 oC
isotherm ends up at the surface, few hydrocarbons SUBSIDENCE Time
will be left in the basin.

The advantage of uplift and erosion is that the Uplift and erosion will lift a former accumulation zone (Golden Zone) to shallower depths and
depths to potentially viable prospects are less, lower temperature intervals. As seen on the right, a former accumulation zone may be partly or
thus reducing drilling costs. The main disadvantage completely removed by severe erosion.
is the risk of biodegradation in those reservoirs
that were originally relatively hot to start with, The main implications are: (i) drilling to depths
and therefore initially hostile to oil-consuming where temperatures greatly exceed 120 °C is
bacteria. probably unproductive; and (ii) exploration thinking
should consider dispensing with reservoir quality
Drilling safety and the environment as a crucial factor in favour of the thermally-
Our ability to roughly calculate pore pressure controlled likelihood of encountering hydrocarbon
curves in advance of drilling (using geothermal accumulations.
gradients) may also significantly improve safety
and lower environmental risks, both during
exploration and production drilling operations.
Denouement
A recommended practice in new areas is to identify The Golden Zone concept has essentially evolved
the depth at which the 60 oC isotherm is likely to from new approaches to the established theories
occur and design drilling programmes accordingly. and descriptions of two key processes: the
In this way, drillers will be well prepared to evolution of sandstone and shale porosity during
manage the increased probability of penetrating burial; and the evolution of shale permeability.
overpressured, hydrocarbon-bearing sandstones,
thereby diminishing the chance of potentially This has led to a radical shift in thinking away from
dangerous pressure ‘kicks’ (or blowouts). the mechanical approach to modelling basinal
fluid processes to a more self-regulatory system,
Be aware, however, that overpressured reservoirs involving thermo-chemical actions and reactions.
in the accumulation zone may be encountered Siliciclastic basins can thus be examined from
in otherwise normally pressured sedimentary an entirely new angle now that temperature is
intervals. recognized as the overarching control.

The reason for this is that reservoirs are often What have emerged are two, simple, empirically
broken into a number of compartments by verifiable global patterns – one for pore pressure
impermeable (sealing) faults, and thus lack profiles and one for volumetric hydrocarbon
the means of relieving their pressure by lateral accumulations.
drainage.
The fluid dynamics of siliciclastic basins and
Reservoir quality their hydrocarbon systems are therefore more
Another implication is that the idea of an ‘economic predictable and self-organized than previously
basement’ is devalued. The term refers to the common thought, and seem to act fundamentally in
assumption that commercially viable reservoir rocks similar ways. Statoil’s paradigm is thus helping to 6
Temperature control – a very important
– i.e. those with adequately preserved porosity and transform geological complexity into a uniformity observation. November 2004. ASPO
permeability – may be found as long as temperatures that was hitherto unrecognized. Newsletter, 47, p.10. ASPO is the
Association for the Study of Peak Oil &
around 150 °C are not exceeded. This may be so, but Gas – a network of scientists affiliated
it is unlikely that they will be hydrocarbon-bearing As an ASPO website article6 puts it: “It is impossible with European institutions and universities
because (as already stated) the development of to exaggerate the importance of (this) discovery having an interest in determining the date
and impact of the peak and decline of the
hard overpressure and hydraulic fracturing begins in terms of evaluating world oil and gas resources world’s production of oil and gas (www.
around 120 °C. and the status of depletion”. peakoil.net).
14 SELECTIVE BIBLIOGRAPHY

SELECTIVE BIBLIOGRAPHY

A selective list of Statoil-authored and co-authored publications from 1981 to


2005, ranging from the theory of fundamental clay particles to the empirical
verification of the Golden Zone concept.

Bjørkum, P.A. 1996. How important is pressure in causing dissolution of quartz in sandstones? Journal of Sedimentary Research, 66(1),
147-154.

Bjørkum, P.A. & Nadeau, P.H. 1998. Temperature controlled porosity/permeability reduction, fluid migration, and petroleum exploration in
sedimentary basins. APPEA Journal, 38, 453-464.

Bjørkum, P.A., Walderhaug, O. & Nadeau, P.H. 1998. Physical constraints on hydrocarbon leakage and trapping revisited. Petroleum
Geoscience, 4, 237-239.

Bjørkum, P.A., Walderhaug, O. & Nadeau, P.H. 2001. Thermally driven porosity reduction: impact on basin subsidence. In: Shannon,
P.M., Haughton, P.D.W. & Corcoran, D.V. (eds), The Petroleum Exploration of Ireland’s Offshore Basins. Geological Society, London, Special
Publications, 188, 385-392.

Bjørkum, P.A., Oelkers, E.H., Nadeau, P.H., Walderhaug, O. & Murphy, M.W. 1998. Porosity prediction in quartzose sandstones as a
function of time, depth, temperature, stylolite frequency, and hydrocarbon saturation. AAPG Bulletin, 82 (4), 637-648.

Ehrenberg, S. N. 1990. Relationship between diagenesis and reservoir quality in sandstones of the Garn Formation, Haltenbanken, mid-
Norwegian continental shelf. AAPG Bulletin, 74, 1538-1558.

Ehrenberg, S. N. 1993. Preservation of anomalously high porosity in deeply buried sandstones by grain-coating chlorite: examples from the
Norwegian continental shelf. AAPG Bulletin, 77, 1260-1286.

Ehrenberg, S.N. & Nadeau, P.H. 1989. Formation of diagenetic illite in sandstones of the Garn Formation, Haltenbanken area, mid-Norwegian
continental shelf. Clay Minerals, 24, 233-235.

Nadeau P.H. 1985. The physical dimensions of fundamental clay particles. Clay Minerals, 20, 499-514.

Nadeau P.H. 1987. Relationship between the mean area, volume and thickness for dispersed particles of kaolinites and micaceous clays and
their application to surface area and ion exchange properties. Clay Minerals, 22, 351-356.

Nadeau, P.H. 1998. Fundamental particles and the advancement of geoscience: Response to ”Implications of TEM data for the concept of
fundamental particles”. Canadian Mineralogist, 36, 1409-1414.

Nadeau, P.H. 1998. An experimental study of the effects of diagenetic clay minerals in reservoir sands. Clays and Clay Minerals, 46, 18-
26.

Nadeau, P.H. 1999. The fundamental particle model: A clay mineral paradigm. In: Kodama H., Mermut A.R. & Torrance J.K. (eds.), Clays for
our future. Proc. 11th Int. Clay Conference, Ottawa, Canada, 1997, pp. 13-19. Pub. ICC97 Org. Comt., Ottawa. 809 p.

Nadeau P.H. & Bain, D.C. 1986. Composition of some smectites and diagenetic illitic clays and implications for their origin. Clays & Clay
Minerals, 34, 455-464.

Nadeau P.H. & Reynolds, R. C. 1981. Burial and contact metamorphism in the Mancos Shale. Clays and Clay Minerals, 29, 249-259.

Nadeau P.H. & Reynolds, R. C. 1981. Volcanic components in pelitic sediments. Nature, 294, 72-74.

Nadeau, P.H., Bjørkum, P.A. & Walderhaug, O. 2005. Petroleum system analysis: Impact of shale diagenesis on reservoir fluid pressure,
hydrocarbon migration and biodegradation risks. In: Doré, A. G. & Vining, B. (eds), Petroleum Geology: North-West Europe and Global
Perspectives - Proceedings of the 6th Petroleum Geology Conference, 1267-1274. Petroleum Geology Conferences Ltd., published by the
Geological Society, London.

Nadeau, P.H., Peacor, D.R., Yan, J. and Hiller, S. 2002. I/S precipitation in pore space as the cause of geopressuring in Mesozoic mudstones,
Egersund Basin, Norwegian Continental Shelf. American Mineralogist, 87, 1580-1589.
SELECTIVE BIBLIOGRAPHY 15

Nadeau P.H., Tait, J.M., McHardy, W.J. & Wilson, M.J. 1984. Interstratified XRD characteristics of physical mixtures of elementary clay
particles. Clay Minerals, 19, 67-76.

Nadeau P.H., Wilson, M.J., McHardy, W.J. & Tait, J.M. 1984. Interstratified clay as fundamental particles. Science, 225, 923-925.

Nadeau P.H., Wilson, M.J., McHardy, W.J. & Tait, J.M. 1984. Interparticle diffraction: a new concept for the interstratification of clay
minerals. Clay Minerals, 19, 757-769.

Nadeau P.H., Wilson, M.J., McHardy, W.J. & Tait, J.M. 1985. The nature of some illitic clays from bentonites and sandstones: implications
for the conversion of smectite to illite during diagenesis. Mineralogical Magazine, 49, 393-400.

Nordgård Bolås, H. M., Hermanrud, C. & Teige G.M.G. 2004. Origin of overpressures in shales: constraints from basin modelling. AAPG
Bulletin, 88 (2), 193-211.

Oelkers, E.H., Bjørkum, P.A. & Murphy, W.M. 1992. The mechanism of porosity reduction, stylolite development and quartz cementation
in North Sea sandstones. In: Kharaka, Y.K. & Maest, A.S. (eds), Water-Rock Interaction, 1183-1186, Balkema, Rotterdam.

Oelkers, E.H., Bjørkum, P.A. & Murphy, W.M. 1996. A petrographic and computational investigation of quartz cementation and porosity
reduction in North Sea sandstones. American Journal of Science, 296, 420-452.

Walderhaug, O. 1990. A fluid inclusion study of quartz-cemented sandstones from offshore mid-Norway – possible evidence for continued
quartz cementation during oil emplacement. Journal of Sedimentary Petrology, 60 (2), 203-210.

Walderhaug, O. 1994. Temperatures of quartz cementation in Jurassic sandstones from the Norwegian Continental Shelf – evidence from
fluid inclusions. Journal of Sedimentary Research, A64 (2), 311-323.

Walderhaug, O. 1994. Precipitation rates for quartz cement in sandstones determined by fluid-inclusion microthermometry and
temperature-history modeling. Journal of Sedimentary Research, A64 (2), 324-333.

Walderhaug, O. 1996. Kinetic modelling of quartz cementation and porosity loss in deeply buried sandstones reservoirs. AAPG Bulletin,
80(5), 731-745.

Walderhaug, O. 2000. Modeling quartz cementation and porosity in Middle Jurassic Brent Group sandstones of the Kvitebjørn field, northern
North Sea. AAPG Bulletin, 84 (9), 1325-1339.

Walderhaug, O. & Bjørkum, P.A. 2003. The effect of stylolite spacing on quartz cementation in the Lower Jurassic Stø Formation, southern
Barents Sea. Journal of Sedimentary Research, 73 (2), 146-156.

Walderhaug, O., Oelkers, E.H. & Bjørkum, P.A. 2004. An analysis of the roles of stress, temperature, and pH in chemical compaction
– discussion. Journal of Sedimentary Research, 74 (3), 447-450.

Walderhaug, O., Bjørkum, P.A., Nadeau, P.H. & Langnes, O. 2001. Quantitative modelling of basin subsidence caused by temperature-
driven silica dissolution and reprecipitation. Petroleum Geoscience, 7,107-113.

Walderhaug, O., Lander, R.H., Bjørkum, P.A., Oelkers, E.H., Bjørlykke, K. & Nadeau, P.H. 2000. Modelling quartz cementation and
porosity in reservoir sandstones: examples from the Norwegian continental shelf. Spec. Publs Int. Ass. Sediment., 29, 39-49.

Aase, N. E. & Walderhaug, O. In press. The effect of hydrocarbons on quartz cementation – diagenesis in the Upper Jurassic sandstones of
the Miller Field, North Sea, revisited. Petroleum Geoscience, II (3).

Aase, N.E., Bjørkum, P.A. & Nadeau, P.H. 1996. The effect of grain-coating microquartz on preservation of reservoir porosity. AAPG
Bulletin, 80 (10), 1654-1673.
The following material is also available:

Milestones 2001
Milestones 2002
Milestones 2003
Milestones 2004

R&T Memoir 1 – Flow Assurance (2002)


R&T Memoir 2 – Offshore Geophysical Methods (2002)
R&T Memoir 3 – Offshore Produced Water Management (2003)
R&T Memoir 4 – Geological Reservoir Characterization (2003)
R&T Memoir 5 – Carbon Dioxide Capture, Storage and Utilization (2004)
R&T Memoir 6 – Liquefied Natural Gas: Snøhvit Process and Plant (2004)
R&T Memoir 7 – Distribution of Hydrocarbons in Sedimentary Basins (2005)
R&T Memoir 8 – Gas-to-liquids (GTL) Technology (in prep.)

Hard copies: contact ‘Ktj Servicesenter’, Trondheim, + 47 51992010. E-mail: ktjmn@statoil.com


Electronic versions: Statoil Intranet: http://intranet.statoil.no/tek. (Statoil employees only)
Also see: www.statoil.com/Technology

Statoil ASA
4035 Stavanger, Norway
Tel: +47 51990000
Statoil Research Centre
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Tel: + 47 73584011
www.statoil.com

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