Oil shale is a type of unconventional energy with abundant reserves. In the in situ mining technology of oil shale, electric heating technology has become a research hotspot due to its multiple advantages, and electric heater is the core of this technology. Despite growing interest in electric heating for in situ oil shale extraction, there remains a lack of comprehensive reviews that focus specifically on the electric heater – its types, performance characteristics, and design optimization strategies. In this paper, the oil shale electric heater is taken as the research object. First, the four mainstream oil shale electric heating technologies – Shell’s in situ conversion process, ExxonMobil’s ElectrofracTM, geothermal fuel cell, and high-voltage power frequency electric heating technology – are analyzed, and their principles, characteristics, and limitations are elaborated in detail. Subsequently, the research status of electric heaters is discussed in depth, covering various types of heaters and their performance, and existing problems are identified. The key role of numerical simulation technology in the optimal design of electric heaters is emphasized. In the future, structural innovation and numerical simulation technology should be leveraged to further optimize the performance of oil shale electric heaters, continuously improving their heat efficiency, thereby promoting their extensive application in industrial fields.
1. Li, Y., Chiu, Y.-H., Lin, T.-Y. Research on new and traditional energy sources in OECD countries. International Journal of Environmental Research and Public Health, 2019, 16(7), 1122–1143.
http://dx.doi.org/10.3390/ijerph16071122
2. Alvarez, G. E., Marcovecchio, M. G., Aguirre, P. A. Optimization of the integration among traditional fossil fuels, clean energies, renewable sources, and energy storages: an MILP model for the coupled electric power, hydraulic, and natural gas systems. Computers & Industrial Engineering, 2020, 139, 106141.
https://doi.org/10.1016/j.cie.2019.106141
3. Xiao, D., Gao, Y., Peng, S., Wang, M., Wang, M., Lu, S. Classification and control factors of pore-throat systems in hybrid sedimentary rocks of Jimusar Sag, Junggar Basin, NW China. Petroleum Exploration and Development, 2021, 48(4), 835–849.
https://doi.org/10.1016/S1876-3804(21)60070-8
4. Lu, H. Development prospect on retorting technology in fluencing factors and industry of oil shale. Chemical Engineer, 2012, 8, 42–45.
https://doi.org/10.16247/j.cnki.23-1171/tq.2012.08.013
5. Xu, Z., Zhu, J., Dong, Q., Sun, P. Oil shale resources in China and their utilization. Global Geology, 2016, 19(1), 48–54.
6. Bunger, J. B., Crawford, P. M., Johnson, H. R. Is oil shale America’s answer to peak-oil challenge. Oil & Gas Journal, 2004, 8, 16–24.
7. Kang, Z. Q., Zhao, Y. S., Yang, D., Zhao, J., Wang, L. Pilot test of in-situ steam injection for oil and gas production from oil shale and applicability of multi-mode in-situ thermal recovery technology. Acta Petrolei Sinica, 2021, 42(11), 1458–1468.
https://doi.org/10.7623/syxb202111005
8. Zhong, S., Tao, Y., Li, C., Li, T., Zhang, F., Sun, Y. Simulation and assessment of shale oil leakage during in situ oil shale mining. Oil Shale, 2014, 31(4), 337–350.
https://doi.org/10.3176/oil.2014.4.03
9. Väizene, V., Valgma, I., Karu, V., Orru, M. Environmental impact of oil shale mining. Environmental Earth Sciences, 2016, 75, 1201.
https://doi.org/10.1007/s12665-016-5996-4
10. Hiiemaa, H., Mustasaar, M., Kohv, M., Hang, T., Jõeleht, A., Lasberg, K. et al. Geological settings of the protected Selisoo mire (northeastern Estonia) threatened by oil shale mining. Estonian Journal of Earth Sciences, 2014, 63(2), 97–107.
http://dx.doi.org/10.3176/earth.2014.09
11. Liu, D. X., Wang, H. Y., Zheng, D. W. Advances in in-situ exploitation of oil shale in the world. Natural Gas Industry, 2009, 5(5), 128–132.
12. Feng, X. W., Chen, C., Chen, D. Y. New development of oil shale in-situ technology. China Mining Magazine, 2011, 20(6), 84–87.
13. Li, N. Y., Wang, Y., Chen, F., Han, Y. L., Chen, W., Kang, J. Development status and prospects of in-situ conversion technology in oil shale. Special Oil & Gas Reservoirs, 2022, 29(3), 1–8.
https://doi.org/10.3969/j.issn.1006-6535.2022.03.001
14. Zhang, C., Meng, Q., Tang, X. Current situation and prospect of oil shale mining technology. Mineral Exploration, 2021, 12(8), 1798–1805.
https://doi.org/10.3969/j.issn.1674-7801.2021.08.012
15. Pan, Y., Fan, X. Research progress on electric heating technology for oil shale in situ mining. Oil Shale, 2024, 41(4), 273–288.
https://doi.org/10.3176/oil.2024.4.03
16. Vinegar, H. J. Shell’s in-situ conversion process. In: 26th Oil Shale Symposium, October 16–18, 2006, Colorado School of Mines, Golden, Colorado.
17. Tanaka, P. L., Yeakel, J. D., Symington, W. A., Spiecker, P. M., Del Pico, M., Thomas, M. M. et al. Plan to test ExxonMobil’s in situ oil shale technology on a proposed RD& D lease. In: 31st Annual Oil Shale Symposium, October 17–19, 2011, Colorado School of Mines, Golden, Colorado.
18. Dammer, A. R., Killen, J. J., Biglarbigi, K., Crawford, P. M., Johnson, H. Secure Fuels from Domestic Resources: The Continuing Evolution of America’s Oil Shale and Tar Sands Industries. A report by Institute for Clean and Secure Energy to the United States Department of Energy, 2007.
19. Li, J. S. Experimental Study on Resistance and Electrode Materials with Oil Shale In-situ Pyrolysis by High Voltage-Power Frequency Electric Heating. Master’s thesis. Jilin University, 2014.
20. Pan, Y., Fan, X., Yang, S., Hu, Z., Yan, Y. Oil shale pyrolysis and electric heating in situ mining technology improvements. Oil Shale, 2024, 41(4), 257–272.
http://dx.doi.org/10.3176/oil.2024.4.02
21. Li, L. L., Zhang, F. Current situation and suggestion of oil shale in-situ exploitation technology. Chemical Engineering, 2023, 37(8), 71–75.
https://doi.org/10.16247/j.cnki.23-1171/tq.20230871
22. Li, J. S., Sun, Y. H., Guo, W., Li, Q., Deng. S. H. Laboratory test of oil shale pyrolysis by high voltage-power frequency electric heating and the analysis on oxygen driving effect. Drilling Engineering, 2018, 45(5), 13–17.
23. Fowler, T. D., Vinegar, H. J. Oil shale ICP – Colorado field pilots. SPE Western Regional Meeting, March 2009, San Jose, California.
https://doi.org/10.2118/121164-MS
24. Shell Frontier Oil and Gas lnc. E-ICP Test Project, Oil Shale Research and Development Project. Prepared for Bureau of Land Management, Houston, USA, 2006.
25. Brandt, A. R. Converting oil shale to liquid fuels: energy inputs and greenhouse gas emissions of the Shell in situ conversion process. Environmental Science & Technology, 2008, 42(19), 7489–7495.
https://doi.org/10.1021/es800531f
26. Liu, Z., Meng, Q., Dong, Q., Zhu, J., Guo, W., Ye, S. et al. Characteristics and resource potential of oil shale in China. Oil Shale, 2017, 34(1), 15–41.
http://dx.doi.org/10.3176/oil.2017.1.02
27. Soeder, D. J. The successful development of gas and oil resources from shales in North America. Journal of Petroleum Science and Engineering, 2018, 163, 399–420.
https://doi.org/10.1016/j.petrol.2017.12.084
28. Wang, Y. P., Wang, Y. W., Meng, X. L., Su, J. Z., Li, F. X., Li, Z. T. Enlightenment of Americans oil shale in-situ retorting technology. Oil Drilling & Production Technology, 2013, 35(6), 55–59.
29. Yang, H., Gao, X. Q., Xiong, F. S., Zhang, J. L., Li, Y. J. Temperature distribution simulation and optimization design of electric heater for in-situ oil shale heating. Oil Shale, 2014, 31(2), 105–120.
http://dx.doi.org/10.3176/oil.2014.2.02
30. Gao, D. Some research advances in well engineering technology for unconventional hydrocarbon. Natural Gas Industry B, 2021, 9(1), 41–50.
https://doi.org/10.1016/j.ngib.2021.08.016
31. Wang, Z., Duan, Z., Yang, F., Ma, L. Downhole heaters for in-situ pyrolysis of tar-rich coals: a review and prospects. Coal Geology & Exploration, 2024, 52(7), 35–45.
https://doi.org/10.12363/issn.1001-1986.24.01.0009
32. Van Meurs, P., De Rouffignac, E. P., Vinegar, H. J., Lucid, M. F. Conductively Heating a Subterranean Oil Shale to Create Permeability and Subsequently Produce Oil. Patent CN87100890A, 1988.
33. Wang, S., Liu, D., Wang, H., Zhao, Q., Fang, C., Zheng, D. The current situation and development direction of electric heating technology of in-situ oil shale. Natural Gas Industry, 2011, 31(2), 114–118.
https://doi.org/10.3787/j.issn.1000-0976.2011.02.029
34. Ojeda, S. S., Parman, D. G. Use of electric downhole heaters to improve production and recovery of heavy, viscous oil in California and Venezuela. In: SPE Kuwait Oil and Gas Show and Conference, October 8–10, 2013, Kuwait City, Kuwait.
https://doi.org/10.2118/167347-MS
35. Xie, X. Theoretical Analysis and Experimental Study of Downhole Electro-magnetic Induction Heater. Master’s thesis. Southwest Petroleum University, 2017.
36. von Gaddis, E. S., Vogelpohl, A. On the effectiveness and the mean temperature difference of shell and tube heat exchangers with segmental baffles and two tube passes. Chemical Engineering and Processing: Process Intensification, 1984, 18(5), 269–273.
https://doi.org/10.1016/0255-2701(84)80010-0
37. Roetzel, W., Lee, D. Experimental investigation of leakage in shell-and-tube heat exchangers with segmental baffles. International Journal of Heat and Mass Transfer, 1993, 36(15), 3765–3771.
https://doi.org/10.1016/0017-9310(93)90057-D
38. Lutcha, J., Nemcansky, J. Performance improvement of tubular heat exchangers by helical baffles. Chemical Engineering Research & Design, 1990, 68(A3), 263–270.
39. Guo, W., Sun, Y. H., Li, Q., Deng, S. H., Bai, F. T., Chen, C. et al. Oil shale in-situ conversion technology triggered by topochemical reaction method and pilot test project in Songliao Basin. Acta Petrolei Sinica, 2024, 45(7), 1104–1121, 1129.
https://doi.org/10.7623/syxb202407006
40. Guo, W., Wang, Z., Sun, Z., Sun, Y., Lü, X., Deng, S. et al. Experimental investigation on performance of downhole electric heaters with continuous helical baffles used in oil shale in-situ pyrolysis. Applied Thermal Engineering, 2019, 147, 1024–1035.
https://doi.org/10.1016/j.applthermaleng.2018.11.013
41. Wang, Z. Study on Heat Transfer Performance and Heating Efficiency of Electric Heater with Continuous Helical Baffles for Oil Shale In-situ Conversion. PhD thesis. Jilin University, 2021.
42. Wang, Z., Lü, X., Li, Q., Sun, Y., Wang, Y., Deng, S. et al. Downhole electric heater with high heating efficiency for oil shale exploitation based on a double-shell structure. Energy, 2020, 211, 118539.
https://doi.org/10.1016/j.energy.2020.118539
43. Liu, H., Sun, T., Zhang, Y., Wu, B., Wang, Z., Fan, Y. Design of oil shale in-situ extraction heater structure and numerical simulation of the fracturing process. Chemistry and Technology of Fuels and Oils, 2023, 58(6), 990–1004.
http://dx.doi.org/10.1007/s10553-023-01481-0
44. Chen, Y., Zeng, H., Wang, J., Chen, H., Zhu, J. Heat transfer performance of a downhole electric tubular resistive heater. Applied Sciences, 2022, 12(19), 9508.
https://doi.org/10.3390/app12199508
45. Bai, Y., Shu, Y., Dang, H., Yun, Y., Tu, X., Zhang, L. et al. A review on the application of numerical simulation of oil shale electrical heating technology. Chemistry and Technology of Fuels and Oils, 2024, 60(1), 69–79.
http://dx.doi.org/10.1007/s10553-024-01658-1
46. Zeng, G., Wang, C., Yang, H. Simulation and design optimization of temperature distribution of in-situ heating electric heater for oil shale. Oil Drilling & Production Technology, 36(5), 84–89.
https://doi.org/10.13639/j.odpt.2014.05.020
47. Bu, Q., Li, Q., Li, X. Numerical heat transfer simulation of oil shale large-size downhole heater. Applied Sciences, 2024, 14(6), 2235.
http://dx.doi.org/10.3390/app14062235