New criteria for the validity of steady-state upscaling

We present new dimensionless criteria to determine the validity of steady-state upscaling techniques in the limit that capillary (capillary limit, CL) or viscous (viscous limit, VL) forces dominate flow in a simple, layered geological system. We begin by identifying a suit of dimensionless groups which characterize the balance of capillary and viscous forces, then use numerical experiments to determine empirically the threshold values of these dimensionless groups for which each upscaling method is valid. Our criteria capture the effects of capillary trapping and are valid regardless of fluid mobility, wettability, or end-point saturation. They can be used to determine the reservoir conditions for which each upscaling method is valid. Previous studies have used a single dimensionless number to characterize the balance of forces, so have failed to properly identify the range of validity. We apply our new criteria to explain cases when the upscaling methods have been observed to do unexpectedly well or poorly. We also demonstrate that the CL method can be valid for a wider range of reservoir conditions than previously thought, particularly in mixed- and oil-wet systems where capillary trapping is minimal.