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DESCRIPTION OF WORK 
EERA Joint Programme on Shale Gas 
DoW EERA shale gas JP 
EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
Version: 1.4 
Last modification date: 03/04/2014 
Contact person: Rene Peters, rene.peters@tno.nl 
Clarification on modifications made: 
Madelaine Halter inserted 8-11-13 Modification on SP 5 
Madelaine Halter inserted 8-11-13 Modification on SP 6 
Yvonne Schavemaker inserted 6-12-13 Modification on SP5 
Madelaine Halter inserted 3-4-2014 Revised SP2 and SP5
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THE EERA JOINT PROGRAMME ON SHALE GAS 
The Joint Programme on Shale Gas will establish a common knowledge platform for research on 
the potential, impact and safety of shale gas development in Europe. Existing technologies and 
methodologies will be evaluated and improved to establish an independent knowledge basis which 
is based on sound research by 26 independent research institutes from 15 European member states. 
The main drivers for setting up this program can be summarized as follows: 
· It is expected that fossil fuels will dominate the European energy mix to at least 2030 (vii) 
· The European Commission Energy Roadmap 2050 identifies gas as a critical fuel for the 
transformation of the energy system in the direction of more renewables and lower CO2 
emissions (iii). 
· Shale Gas has proved to be a game changer in the US energy market; 
o Increase of gas on the market can make the country self-sufficient on gas (e.g., it 
drastically lowered the import of LNG) (v) 
o It has lowered the gas prices in the US (i.e. US gas prices decreased by a factor 
of ~3 over the last 4 years, and are a factor of ~3 lower compared to the EU) (i) 
o It created new jobs (i.e. 600 000 jobs are supported by the shale gas industry in 
2010) (vi) 
There is a clear need for an independent knowledge basis addressing to what extent US 
practices can be applied to Europe 
· Shale gas source rocks are widely distributed around the world, but geological 
characteristics differ. Many EU member states are investigating their shale gas resources 
and may benefit from each other’s experience. 
· Shale gas may play an important role in security of energy supply in EU member states(i) 
· It is clear that shale gas will affect the European Union even if individual European 
countries choose not to pursue this resource 
Accelerated development of shale gas is accompanied by growing public concern regarding the 
environmental impact of shale gas exploitation. As the European continent is densely populated, 
public perception may play a much more prominent role than in remote areas where techniques 
with large surface impact are common practice (e.g., grid drilling in the US). A transparent and 
independent knowledge platform on Shale Gas within the framework of EERA will provide a 
research-based understanding of technology and methods that address these concerns. 
These drivers are the rationale behind the five sub programmes that will address the following 
topics: 
· Evaluate the total shale gas resources in Europe as a whole, and in the individual EU 
member states based on one robust and accepted methodology, supported by the 
participating research institutes. 
· Safe technologies and methods to improve exploitation, e.g. understand, monitor, control 
and predict the fracturing process, develop innovative fracturing fluids, proppants and 
explore fluid free techniques and set up best practices. 
· Assessment of the environmental impact and footprint of shale gas exploitation, of risk 
mitigation measures, and of boundary conditions for minimum environmental impact. 
· Assessment of energy and carbon efficiencies as well as the contribution of shale gas to 
greenhouse gas and other emissions to air. 
· Assessment the impact of shale gas on the economy and the energy system of Europe 
including advice on improvements for the overall legal framework. 
· Understanding the public awareness regarding shale gas development and develop 
optimum strategies for establishing the dialogue between policy makers, NGO’s and 
industrial stakeholders. 
The key expertise, equipment, and infrastructure of 26 independent research institutes from 15 
European member states (total committed humane resource of 185 py/y) will be used to carry out 
the different research tasks within this Joint Programme.
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Contents 
THE EERA JOINT PROGRAMME ON SHALE GAS ..................................................................... 2 
Contents ......................................................................................................................... 3 
1. Background ........................................................................................................... 5 
2. Value added .......................................................................................................... 6 
3. Objectives ............................................................................................................. 6 
1. Description of foreseen activities ......................................................................... 8 
2. Milestones ............................................................................................................. 9 
3. Participants and Human Resources ................................................................... 10 
4. Infrastructures and facilities .............................................................................. 11 
5. Management of the Joint Programme on Shale Gas .......................................... 11 
6. Interface with other JPs ...................................................................................... 13 
7. Risks .................................................................................................................... 14 
8. Intellectual Property Rights of the Joint Programme on Shale Gas .................. 14 
9. Contact Point for the Joint Programme on Shale Gas ....................................... 14 
SP1 ASSESSMENT OF SHALE GAS POTENTIAL........................................................................ 16 
1. Background ......................................................................................................... 17 
2. Objectives ........................................................................................................... 17 
4. Description of foreseen activities (including time line) ..................................... 18 
5. Milestones ........................................................................................................... 19 
5. Participants and Human Resources ................................................................... 20 
6. GANT Chart ........................................................................................................ 26 
7. Contact Point for the sub-programme on Assessment of Shale Gas Potential .. 26 
SUMMARY RESEARCH ACTIVITY ON TECHNOLOGY FOR SAFE AND EFFICIENT 
EXPLOITATION ................................................................................................................................. 28 
1. Background ......................................................................................................... 29 
3. Objectives ........................................................................................................... 29 
4. Description of foreseen activities (including time line) ..................................... 29 
6. Milestones ........................................................................................................... 33 
7. Participants and Human Resources ................................................................... 34 
7. GANT Chart ........................................................................................................ 37 
8. Contact Point for the sub-programme 2 on Safe and efficient exploitation ....... 38 
SP3 ENVIRONMENTAL IMPACT & FOOTPRINT ...................................................................... 40 
1. Background ......................................................................................................... 41 
2. Objectives ........................................................................................................... 41 
3. Description of foreseen activities (including time line) ..................................... 42 
4. Milestones ........................................................................................................... 44 
5. Participants and Human Resources ................................................................... 44 
6. GANT Chart ........................................................................................................ 48 
7. Contact Point for the sub-programme on Environmental impact and footprint 48 
SP4 ENERGY AND CARBON EFFICIENCIES AND EMISSIONS TO AIR ............................... 50 
1. Background ......................................................................................................... 51 
2. Objectives ........................................................................................................... 51 
3. Description of foreseen activities (including time line) ..................................... 52 
4. Milestones ........................................................................................................... 53 
5. Participants and Human Resources ................................................................... 54 
6. GANT Chart ........................................................................................................ 55
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7. Contact Point for the sub-programme on Energy and Carbon Efficiencies and 
Emissions to Air .................................................................................................. 55 
SP5 SOCIAL LICENSE TO OPERATE ........................................................................................... 57 
1. Background ......................................................................................................... 57 
2. Objectives ........................................................................................................... 57 
3. Description of foreseen activities (including timeline) ...................................... 58 
4. Milestones ........................................................................................................... 59 
5. Participants and Human Resources: WP 1& 2 .................................................. 60 
6. Participants and Human Resources: (WP 3, 4 & 5) .......................................... 62
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1. Background 
Shale Gas has proved to be a game changer in the US energy market, where its rapid increase 
in production is about to make the nation self-supplied with respect to gas and consequently 
drastically lowered the import of LNG (only 10% of the regasification capacity is required 
nowi). It has also lowered the internal gas prices (from an average of near $9/MBtu in 20081 
to below $3/MBtu in 2012i) and created new jobs (shale gas supported 600 000 U.S jobs in 
2010ii). Shale gas source rocks are widely distributed around the world, and looking to the 
US, many nations have now started to investigate their shale gas possibilities. 
Fossil fuels, such as oil, natural gas and coal are by far the largest sources of energy in the EU 
and are projected to dominate the European energy mix through to at least 2030. The 2°C 
Scenario of the Energy Technology Perspectives (IEA/OCDE) predicts decay in natural gas 
production after peaking in 2030. However, the share of unconventional gas worldwide is 
expected to increase from 12% (2009) to 24% (2035) and 34% (2050)iii. 
The European Commission Energy Roadmap 2050 identifies gas as a critical fuel for the 
transformation of the energy system in the direction of more renewables and lower CO2 
emissions. It can be argued that in Europe natural gas replacing coal and oil undoubtedly will 
contribute to emission reduction in the short and medium term, and that natural gas will have 
a permanent role in the future energy mix provided a solution with CCSiii. 
The most important European driver for shale gas development is the potential for higher 
security of energy supply, since Europe currently imports 60% of its gas requirements, a 
number that is projected to rise to 80% by 2030iv. In some EU countries close to hundred 
percent of the gas is imported from Russiav. The possibility for lower energy prices that might 
come as the shale gas technology and experience develop is also a factor that is mentioned, as 
well as the possibility for jobs created by the shale gas industry. 
There are, however, several concerns related to shale gas exploration and production. The 
most frequently discussed ones are faith of chemical additives to in the water used during 
production, and in particular risk of polluting the ground water. There is also a debate on the 
GHG emissions of shale gas (CO2 and methane) and its energy efficiency compared to other 
energy sources. Concerns are also raised about land and surface impacts, noise and micro 
seismic events created by the production method. 
There are also questions about the total potential of shale gas in Europe as a whole and in the 
member states, since there is relatively little knowledge on the source rocks for the gas, their 
quality and distribution and how easily producible the gas is. 
Shale Gas basins are unevenly distributed among the EU member states and are not restricted 
within national borders, so EU co-operation issues related to rights and cost-benefit sharing 
will have to be addressed. The basins are transnational and knowledge could be easily 
transferred from one European country to another. 
i 
Unconventional Gas: Potential Energy Market Impacts in the European Union European Commission, 
Joint Research Centre, Institute for Energy and Transport, 2012. 
ii HS Global Insight (Des. 2011). The Economic and Employment Contributions of Shale Gas in the US. 
iii Energy Technology Perspectives 2012, OECD/IEA, ISBN: 978-92-64-17488-7 
iv World Energy Outlook 2011, OECD/IEA 
v BP Statistical Review of World Energy, 2010 
vi Final report on unconventional gas in Europe, Philippe & Partners, Brussels, November 2011 
vii EU environmental framework applicable to shale gas practices, European Commission, Brussels, 
Vopel, 2012.
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With the European continent being densely populated, public perception issues will most 
certainly arise. Even though a recent study performed by the European Commission has 
concluded that its existing legal framework was adequate to address shale gas extractionvi,vii, 
there are, in terms of policies some points are not covered. Although different countries may 
have different political position, a sound common European knowledge basis could be helpful 
to this respect. 
The bottom line is that Shale Gas issues may well affect EU even if individual European 
countries choose not to pursue this resource. It is a potential opportunity for Europe, but 
requires a rapid and comprehensive response in terms of assessment of potential, technology, 
regulation and a facing a range of policy issues. Member states with an identified shale gas 
potential are already starting to act. 
2. Value added 
The program establishes a common knowledge platform for development and evaluation of 
new technologies to improve the development of shale gas fields. 
The key expertise, equipment, and infrastructure of 24 research institutes from 15 European 
member states (total committed humane resource of 185 py/y) will be used to carry out the 
different research tasks. Contributing member states cover the most important geopolitical 
regions where shale gas development may play a (future) role. Shale gas development is at 
different stages in the contributing member states (i.e. from moratorium to full operation). 
Accordingly, most aspects related to shale gas can be covered in the joint program. 
Shale gas is not a national issue, it is a European issue. Several national shale gas initiatives 
have already been started, but they look into the topic primarily from the individual member 
states’ needs and points of view. It is, however, important to share knowledge, data and 
experience to obtain the best possible decision bases for all member states. Shale Gas basins 
are not restricted within national borders and neither should the knowledge. 
The European R&D institutions will provide independent research based knowledge for the 
public, politicians and decision makers. Public perception is a critical issue for all decision 
makers, and the public and politicians should get access to more balanced information sources 
than casual internet videos made by activists or streamlined information from industry 
lobbyists. In those areas where shale gas activities are undertaken, there is also a need for 
independent R&D in order to ensure continuous efforts to develop and use technology with 
less environmental impact. 
It is not possible to directly copy US shale gas production strategies. European gas shales are 
often located deeper and some have different rock properties. They are also present in more 
density populated areas. It is therefore necessary to evaluate different production strategies. 
More innovation will be needed in Europe compared to USA, and the industry will need 
support from R&D. 
3. Objectives 
The main objective is to align and share research activities at EERA institutes related to Shale 
Gas exploration and production activities that cover the whole Shale Gas value chain for both 
industry and government. These R&D topics are divided into the following sub programmes 
(SP): 
1. Assessment of shale gas potential 
2. Technology for safe exploitation
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3. Environmental impact & footprint 
4. Energy and Carbon Efficiencies and Emissions to Air 
5. A social license to operate are 
The objectives of the Sub-Programme 1 Assessment of shale gas potential are: 
1. Review state of the art technologies for the assessment of shale gas potential and 
come to one EU-methodology. 
2. Scientific and technological progress in the understanding of the nano to micro-scale 
structure of source rocks, their original depositional environment and evolution 
through geological time the reduction in uncertainties into the quantification of Shale 
Gas Potential (SGP). 
The objectives of the Sub-Programme 2 Technology for safe exploitation are: 
1. Developing characterisation methods tailor made for gas shale reservoirs 
2. Developing existing and innovative drilling techniques that improve borehole 
stability 
3. Improving the understanding of fracture growth aiming at better control and 
prediction of the fracturing process 
4. Developing innovative fracturing processes by using alternative fluids, new materials 
(proppants) and fluid-free fracturing techniques 
5. Increased learning from ongoing production monitoring 
6. Illustrating best practices of safe and efficient shale gas exploitation by means of field 
cases developed for typical European gas shales 
The objectives of the Sub-Programme 3 Environmental impact and footprint are: 
1. Compile a comprehensive inventory of the potential impact and footprint of shale gas 
development 
2. Quantify impact, footprint and risks associated with shale gas development 
3. Determine potential risk mitigation measures and boundary conditions for minimum 
impact and footprint 
4. Develop standardized methodologies to assess impact, footprint and risks of shale gas 
development. 
The objectives of the Sub-Programme 4 Energy and Carbon Efficiencies and Emissions to Air 
are to give a technical-scientific basis on: 
1. The potential contribution of shale gas production to greenhouse gas (GHG) and other 
gaseous emissions. 
2. Removing environment barriers and developing innovative technology solutions. 
The objectives of the Sub-Programme 5 A social license to operate are: 
1. To improve understanding of the potential impact of shale gas activities on the wider 
EU economy and energy system. 
2. To examine the regulatory and governance challenges presented by shale gas 
development at local, national and European scales. 
3. To provide an in-depth understanding of European public awareness, knowledge 
about, and acceptability of shale gas technology and its potential deployment in EU 
Countries. 
4. To understand the origins of community and national level activism and the 
legitimate concerns stemming from perceptions of uncertainty and risks, critical to 
guide effective public engagement around shale gas exploitation. 
5. To suggest strategies of dialogue between policy makers, NGOs, industrial 
stakeholders and the public regarding the social license to operate.
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The objectives of the Sub-Programme 6 Field Case Data are: 
1. To improve understanding of the environmental impact of shale gas activities in 
Europe on all environmental components (i.e. air, soil and soil gas, surface and 
groundwater); 
2. To improve the overall legal framework for shale gas activities with respect to 
environmental constrains and access of data for research purpose; 
3. To improve the geological database for resource estimations 
If possible, field cases will be developed for typical European gas shales to demonstrate the 
application of innovative production technologies and inform public on shale gas exploitation. 
Proper demonstration field cases of European gas shales are important for illustrating best 
practices of safe and efficient shale gas exploitation. Activities related to such field cases will 
link to all sub programme activities. 
1. Description of foreseen activities 
SP1: Assessment of Shale Gas Potential 
Imaging and reservoir rock characterisation must be optimum at all scales: from methane 
molecular size to sedimentary basin. This is the very first step to be performed in exploration 
and appraisal to achieve optimum field development and to minimise its environmental 
footprint. 
• WP1 Basin Scale Architecture 
• WP2 Micro-scale characterisation 
• WP3 Methods for Shale Gas reserves estimation 
SP2: Technology for safe and efficient exploitation 
The objective of SP2 is to improve the efficiency and the recovery from shale gas reservoirs 
with the minimum environmental impact. This will be achieved by: 
- Developing characterisation methods tailor made for gas shale reservoirs 
- Developing existing and innovative drilling techniques that improve borehole 
stability 
- Improving the understanding of fracture growth aiming at better control and 
prediction of the fracturing process 
- Developing innovative fracturing processes by using alternative fluids, new materials 
(proppants) and fluid-free fracturing techniques 
- Identification and development of alternative shale gas production technologies; 
- Increased learning from ongoing production monitoring 
SP3 Environmental impact & footprint 
Environmental impact and footprint will be assessed considering population densities, 
geological settings, exploitation technologies, and regulations that are specific for European 
Union member states. 
• WP1 Impact of surface activities on human health, safety and environment 
• WP2 Impact of hydraulic fracturing & gas production 
• WP3 Impact of wells & requirements of well design 
• WP4 Impact on water & water management 
• WP5 Benchmarks & methodologies for risk assessment 
• WP6 Mitigation measures & minimizing footprint 
SP4: Energy and Carbon Efficiency and Emissions to Air 
The main point of difference between the GHG emissions associated with shale compared to 
conventionally sourced gas lie in the extraction and production processes. There are concerns 
that small leakages of methane during shale gas extraction may at least partly offset the
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effects of lower carbon dioxide emissions from its use in place of coal or oil. The potential 
contribution of shale gas production to greenhouse gas (GHG) emissions will be accessed. 
• WP1 Emissions from Pre-production Stage 
• WP2 Emissions from Production Stage 
• WP3 Ambient emissions around shale gas basins 
• WP4 Assessment of the current GHG emissions reporting framework 
SP5: A social license to operate 
The sub-programme has the following key objectives: 
6. To improve understanding of the potential impact of shale gas activities on the wider EU 
economy and energy system. 
7. To examine the regulatory and governance challenges presented by shale gas development 
at local, national and European scales. 
8. To provide an in-depth understanding of European public awareness, knowledge about, 
and acceptability of shale gas technology and its potential deployment in EU Countries. 
9. To understand the origins of community and national level activism and the legitimate 
concerns stemming from perceptions of uncertainty and risks, critical to guide effective 
public engagement around shale gas exploitation. 
10.To suggest strategies of dialogue between policy makers, NGOs, industrial stakeholders 
and the public regarding the social license to operate. 
2. Milestones 
Milestone Measurable Objectives Project 
Month 
M1 Final JP Description of Work 1 
M2 Steering Committee meeting 3 
M3 JP Management Board meeting and Steering Committee meeting 6 
M4 Knowledge sharing workshop 
M5 Steering Committee meeting 9 
M6 Website for dissemination of results 10 
M7 JP Management Board meeting and Steering Committee meeting 12 
M8 Knowledge sharing workshop on project results year 1 
M9 Steering committee meeting 15 
M10 presentation Annual report year 1 
M11 JP Management Board meeting and Steering Committee meeting 18 
M12 Knowledge sharing workshop 
M13 Steering Committee meeting 21 
M14 JP Management Board meeting and Steering Committee meeting 24 
M15 Knowledge sharing workshop on project results year 2 
M16 Steering Committee meeting 27 
M17 presentation Annual report year 2 
M18 JP Management Board meeting and Steering Committee meeting 30 
M19 Knowledge sharing workshop
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M20 Steering Committee meeting 33 
M21 JP Management Board meeting and Steering Committee meeting 36 
M22 Symposium on project results 
M23 Final report on project results 
3. Participants and Human Resources 
Name Country Role Associated to 
(if associate) 
Human 
Resource 
committed 
GEOLOGICAL SURVEY 
BELGIUM 
Belgium Associate (RWTH/KUL) 2 
KU LEUVEN Belgium Associate GSB 1 
UNIVERSITY OF 
BULGARIA 
Bulgaria Participant 35 
UNIVERSITY OF 
OSTRAVA 
Czech Republic Participant 5 
GEUS Denmark Particpant EGS 5 
IFPEN France Participant and 
Coordinator SP1 
5 
RWTH AACHEN Germany Associate GSB 2 
GFZ Potsdam Germany Participant 5 
KIT-ITAS Germany Associate GFZ 1 
UNIVERSITY OF ATHENS Greece Participant 20 
UNIVERSITY ROMA TRE Italy Participant 5 
ECN Netherlands Participant 6 
TNO Netherlands Coordinator JP + SP3 
Participant 
5 
UNIVERSITY OF 
GRONINGEN 
Netherlands Participant 6,4 
IRIS Norway Participant SINTEF 5 
SINTEF Norway Coordinator SP2 
Participant 
6 
Państwowy Instytut 
Geologiczny PGI 
Poland Participant 12 
Instytut Energetyki Poland Associate PGI or INIG 1 
INIG Oil and Gas institute 
AGH, University Krakow 
Poland Participant 7,5 
LNEG Poland Coordinator SP4 
Participant 
6 
GEOLOGICAL SURVEY 
ROMANIA 
Portugal Participant 8,3 
IGME Romania Participant 5 
UKERC Spain Coordinator SP5 
Participant 
6,5 
Czech Geological Survey UK Participant 4 
INERIS Czech Republic Associate GFZ 5.7 
Deltares Netherlands Associate TNO 2,5 
ENEA Italy Associate Roma 3 2 
TUEindhoven Netherlands Participant 5 
University of Perugia Italy Participant Roma3 2 
University of Gdansk Poland Participant 12,3 
Tecnalia Spain Participant IGME 5 
Adelard LLP UK Industrial 
26 institutes involved – 192 fte commited
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Name SP1 SP2 SP3 SP4 SP5 SP6 HR 
commited 
(py/y) 
Geological Survey of Belgium 1 1 2 
Katholieke Universiteit Leuven 1 1 
Uni Min Geol St. Ivan Rilski 8 10 7 5 5 35 
VSB - Technical Uni Ostrava 1.5 1.5 2 5 
GEUS 1.5 0.5 0.5 2.5 
IFPEN 2 2 0.5 0.5 5 
GFZ Potsdam 5 5 
ITAS 1 1 
RWTH Aachen 2.5 0.5 0.5 3.5 
University of Athens 10 10 20 
University of Roma Tre 6 6 
TNO 1 2 1.5 0.5 0.5 0.5 6 
ECN 2.5 2.5 5 
University of Groningen 0.5 0.5 1.2 4.2 6.4 
IRIS 2 2 
SINTEF 2 2 1 1 6 
Polish Geological Institute 3 1.5 5 2 0.5 12 
IEN - Instytut Energetyki 1 1 
INIG - Oil and Gas Institute 7 9 2 2 20 
AGH - University of Krakow x x x unspecified 
LNEG 4.2 0.5 3 0.6 8.3 
Geological Survey of Romania 5 5 
IGME 1.5 2 2.5 0.5 6.5 
UKERC 2.4 4.2 7.45 1.7 3.35 1.7 20.8 
TOTAL 63.6 35.7 39.45 15.7 18.05 12.5 185 
4. Infrastructures and facilities 
Most of the programme members have at their disposal R&D infrastructures that they will 
use for the purpose of the programme. An overview of all institutes and their facilities can be 
found in Annex 1. 
5. Management of the Joint Programme on Shale Gas 
Governance structure 
The EERA Shale Gas Joint Programme is currently organized into six sub-programmes. 
This structure will allow efficient management of the JP activities. In the future, new 
subprogrammes may be added. The guiding principles for the structuring of the JP into 
subprogrammes are and will be thematic coherence and organisational efficiency. 
JP membership 
Publicly funded R&D organisations or private companies recognized as R&D organisations 
by the European Commission can join the program as Participants if they commit more than 
5 person years/year (py/y) to the program. Other organisations or those committing less than 
5 py/y to the program can join as Associates. The contributions of an Associate, both in terms 
of human resources and R&D work, are consolidated with those of the Participant that the 
Associate has chosen. Several small members may associate and name one of them as
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representative, becoming a Participant if the consolidated contribution surpasses 5 py/y. The 
Participant will represent the interests of the Associates that are linked to it. Any agreements 
governing the relationship between Participants and Associates are to be set up by the 
respective Participants and Associates. 
EERA membership is formalized by signing a Declaration of Support, JP membership (either 
as participant or as associate) is formalized by signing program-specific Letter of Intent. 
During the Awareness event in Brussels end of February it was decided to collect an annual 
membership fee of 5000 EUR to cover the costs of internal and external communication, e.g. 
webpage, bi-annual newsletter and common Steering Committee meeting expenses. 
JP Steering Committee 
The JP Steering Committee is composed of one representative of each JP participant. The JP 
Steering Committee 
• selects the Joint Programme Coordinator 
• selects the Sub-programme coordinators 
• reviews the progress and achievements of the JP 
• provides strategic guidance to the management board 
• approves new JP members (participants or associates) 
• approves updates of the Description of Work of the JP. 
The JP Steering Committee is chaired by the JP Coordinator; the sub-programme 
coordinators participate as observers in the Committee. It convenes twice a year. The JP 
coordinator and the sub-programme coordinators cannot act as representatives of their 
respective R&D organisation in the Steering Committee. 
JP Management Board 
The JP Management Board is the executive body of the JP and is composed of the JP 
Coordinator (chair) and the sub-programme coordinators. 
Tasks and responsibilities: 
Financial management of the JP budget (if applicable) 
• Contractual oversight 
• IP (intellectual property) oversight 
• Scientific co-ordination, progress control, planning on programme and subprogramme 
• level 
• JP internal communication 
• External communication with other organisations 
• Reporting to Steering Committee and EERA ExCo 
The JP Management board meets four times a year. 
Sub-programme execution team 
The Sub-programme execution team is the coordinating body on the sub-programme level. It 
is composed of the sub-programme coordinator (chair) and the leaders of the projects within 
the sub-programme. It meets on request. 
Internal & External communication group 
This group coordinates internal and external communication. The members of this group 
coincide with the JPMB. During the first year the EERA JP Shale Gas webpage will be 
established including presentation of the participating organisations and their key activities, 
research infrastructure and contact information. There will also be a password protected 
project management system for the participants.
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JP Coordinator 
The JP Coordinator (JPC) is selected by the JP steering committee for a mandate of two 
years. The mandate can be renewed. The JPC chairs the Steering Committee and the 
Management Board. 
Tasks and responsibilities 
• Coordination of the scientific activities in the joint programme and communication 
• with the EERA ExCo and the EERA secretariat. 
• Monitoring progress in achieving the sub-programmes deliverables and milestones. 
• Reporting scientific progress and unexpected developments to the EERA ExCo. 
• Propose and coordinate scientific sub-programmes for the joint programme. 
• Coordinate the overall planning process and progress reporting. 
Sub-programme coordinator 
The Sub-programme coordinators (SPC) are selected by the JP steering committee for a 
mandate of two years. The mandate can be renewed. The sub-programme coordinator takes 
part in Steering Committee meetings, is a member of the management board and chairs the 
sub-programme execution team. 
Tasks and responsibilities 
• Oversee the sub-programme projects 
• Coordination of the scientific activities in the sub-programme to be carried out by the 
participants according to the agreed commitment. The SPC communicates with the 
contact persons to be assigned by each participant. 
• Monitoring progress in achieving the sub-programmes deliverables and milestones. 
• Reporting progress to joint programme coordinator 
• Propose and coordinate scientific actions for the sub-programme 
• Monitor scientific progress and report unexpected developments 
Project leaders 
The joint activities will be performed in the form of projects that are expected to be set-up in 
variable configurations (in terms of project members) and in the framework of project 
specific contracts. The project leaders are responsible for the execution of their projects; they 
are members of the sub-programme execution team. 
6. Interface with other JPs 
Interface with JP on… Interface description Interface Management 
JP Deep Geothermal 
Energy 
JP on Shale Gas contributes 
from SP2 and SP3 to the JP 
on deep geothermal energy 
production performed within 
the framework of the 
European Technology Panel 
on Renewable Heating and 
Cooling, related to hydraulic 
fracturing technology and 
induced seismicity, e.g. 
Hydraulic fracturing and 
induced seismicity 
Joint Programme coordinator 
will contact the JP to ensure 
both JP’s can strengthen the 
knowledge base that will be 
established, by aligning the 
program upfront and sharing 
knowledge, e.g. at committee 
meetings, also from activities 
relevant in other JPs. 
JP Carbon Capture and Strong links with research on
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Storage technologies for CCS 
performed within the 
framework of the Zero 
Emissions Platform e.g. 
methodologies for risk 
assessment 
JP Social Economics Strong links with economic 
and social consequences of 
the implementation of new 
technologies/developments. 
e.g. Public perception 
7. Risks 
The most important risk concerns the effective set-up of joint R&D activities (i.e. projects). 
This will in general require the detailed definition of a work program, a consortium and a 
legal contract. If the EERA project is to be proposed for external funding (e.g. FP7) the 
corresponding procedures and rules commonly used by the programme members will be 
applied. There is a natural risk unsatisfactory added value in the proposed project portfolio 
funded by own resources of the participating institutes. These risks will be managed by the 
Joint Programme Management Board. 
8. Intellectual Property Rights of the Joint Programme on Shale Gas 
IPR policies, rules and regulations as outlined in the Declaration of Support (DoS) will be 
adhered to in the EERA Joint Programme Shale Gas. 
9. Contact Point for the Joint Programme on Shale Gas 
René Peters 
Director Gas Technologies 
TNO 
Stieltjesweg 1 
2628 CK Delft 
Tel. +31 8886 66340 
Mob. +316 51551566 
Fax. +31 8886 60630 
E-mail: rene.peters@tno.nl
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SUB-PROGRAMME 1: Assessment of Shale 
Gas Potential 
A sub-programme within the Joint Programme Shale gas 
EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
Description of Work 
Version: <1.2> 
Last modification date: <03-07-2013>
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SP1 Assessment of Shale Gas Potential 
The aim of this Sub Programme SP1: “Assessment of Shale Gas Potential,” is to address the 
need to conduct scientifically robust assessments of the shale gas resources in Europe. It is the 
intention of this sub task to scientifically improve the key parameters and optimize the 
methodology in assessing shale gas resources and thereby quantify the shale gas resources 
assessment risks. The end goal is to develop a standard shale gas resource assessment 
methodology for EU. 
The SP1 programme of work is divided into three work packages (WP) that are delineated to 
stimulate innovation in the various key disciplines of shale gas geosciences. 
Basin scale architecture is the first work-package which is concerned with all methods and 
approaches that can be used to improve the characterisation of organic bearing shale 
formations at both the regional and the local (i.e. bedrock stratum or outcrop) levels and will 
impact significantly our confidence in estimates of technically recoverable reserves. 
The second work-package will focus research and development of sedimentary rock typing 
approaches at the very small scale in space and is untitled Micro-scale characterisation. It 
involves all laboratory measurement techniques and experimental workflows to characterise 
the nature and geochemical properties of organic matter and mineral composition and 
evaluate the fine structure of the porous space in the rocks, its fluid content capacity, its 
permeability, its texture and its flow and mechanical properties (strength, brittleness), and 
their inter-relationships. 
Integration of knowledge, concepts, good practice approached and standardised experimental 
protocol will be covered by the third work package Methods for Shale reserves estimation. In 
this work package the expected deliverables should result in new guidelines and convincing 
demonstration of the gain in prediction that new techniques can achieve with respect to the 
current inventory of the shale gas resource in the European sedimentary basins.
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1. Background 
Europe has discovered its potential for Shale Gas within the last decade, with licensing 
requests coming mainly from American Oil and Gas Companies, who have specialized in the 
exploration and production of Shale Gas. 
In the same time the U.S. Energy Information Administration published an assessment for gas 
shale in Europe (15-15 .000 Bill. M3), suggesting that this new resource could become a 
major game changer from dependency of the presently gas suppliers for Europe to 
independent secured domestic gas supply. 
Assessments of the shale gas in Europe have varied tremendously and are as such not reliable. 
This has raised the need for an independent, objective science based assessment of the 
European shale basins. The success and accuracy of such an improved assessment of the shale 
gas resources is dependent on the identification of all the elements necessary to allow global 
assessment, the best possible methodology, and the availability of all relevant data. 
2. Objectives 
The aim of this Sub Programme SP1: “Assessment of Shale Gas Potential,” is to address the 
need to conduct scientifically robust assessments of the shale gas resources in Europe. It is the 
intention of this sub task to scientifically improve the key parameters and optimize the 
methodology in assessing shale gas resources and thereby quantify the shale gas resources 
assessment risks. The end goal is to develop a standard shale gas resource assessment 
methodology for EU. 
First efforts will be used to review state of the art technologies and methodologies for the 
assessment of shale gas potential and identify new research avenues. Scientific and 
technological progress in the understanding of the nano to micro -scale structure of source 
rocks, their original depositional environment and evolution through geological time will 
bring new insight and reduced uncertainties into the quantification of Shale Gas Potential 
(SGP). 
Imaging and reservoir rock characterisation must be optimum at all scales: from methane 
molecular size to sedimentary basin. This is the very first step to be performed in exploration 
and appraisal to achieve optimum field development and to minimise its environmental 
footprint. 
The SP1 programme of work is divided into three work packages (WP) that are delineated to 
stimulate innovation in the various key disciplines of shale gas geosciences. 
Basin scale architecture is the first work-package which is concerned with all methods and 
approaches that can be used to improve the characterisation of organic bearing shale 
formations at both the regional and the local (i.e. bedrock stratum or outcrop) levels and will 
impact significantly our confidence in estimates of technically recoverable reserves. 
The second work-package will focus research and development of sedimentary rock typing 
approaches at the very small scale in space and is untitled Micro-scale characterisation. It 
involves all laboratory measurement techniques and experimental workflows to characterise 
the nature and geochemical properties of organic matter and mineral composition and 
evaluate the fine structure of the porous space in the rocks, its fluid content capacity, its 
permeability, its texture and its flow and mechanical properties (strength, brittleness), and 
their inter-relationships. 
Integration of knowledge, concepts, good practice approached and standardised experimental 
protocol will be covered by the third work package Methods for Shale reserves estimation.
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In this work package the expected deliverables should result in new guidelines and 
convincing demonstrations of the gain in prediction that new techniques can achieve with 
respect to the current inventory of the shale gas resource in the European sedimentary basins. 
4. Description of foreseen activities (including time line) 
This Sub Programme will aim at improving technologies to locate the shale gas potential in 
the sub-surface, to perform better prediction in the resource inventory of European basins, 
through an in-depth knowledge of the geohistory of petroleum systems from nano-scale to 
basin scale. The foreseen activities will use state of the art technologies for the assessment of 
shale gas potential and identify new research avenues. Scientific and technological progress in 
the understanding of the nano to micro -scale structure of source rocks, their original 
depositional environment and evolution through geological time will bring new insights and 
reduced uncertainties into the quantification of Shale Gas Potential (SGP). 
Imaging and reservoir rock characterisation must be optimum at all scales: from methane 
molecular size to sedimentary basin. This is the very first step to be performed in exploration 
and appraisal to achieve optimum field development and to minimise its environmental 
footprint. Some of the proposed research activities apparently in overlap with those of the 
SP2-WP1, have to be understood as complementary. SP1 WP2 will be focused on laboratory 
based characterisation methods for the assessment of original gas in place in Shale 
formations. SP2 WP1 shall provide SP1 WP1 and WP2 complementary input data and shale 
rock parameters in order to formulate the evolution of rock properties over geological time 
scale. 
The SP1 programme of work is divided into three work packages (WP) that are delineated to stimulate 
innovation in the various key disciplines of shale gas geosciences. 
WP1: Basin Scale Architecture 
In this work-package eligible research activities should fall into one of the following topics: 
WP1.1 Field Geology: 
· Improved mapping of shale reservoir (thickness, areal extent, TOC content etc... ); 
· Sedimentary depositional models, sedimentary and organic facies variations; 
· Structural styles and tectonic regimes: folds/faults/fractures present day architecture 
and stress field; 
· Interpretation of borehole loggings (lithofacies, petrophysics, geomechanical and 
TOC determinations in uncored wells) and 2D seismic as well 
WP1.2 Geophysics and Interpretation: 
· Wide-angle wide-azimuth 3D seismic processing; 
· Lithology and geomechanical rock properties of reservoirs and caprocks; 
· Processing algorithms that correct for anisotropy; 
· Elastic information through multicomponent seismic inversion; 
WP1.3 Laboratory measurements 
· Lithology and geomechanics: Shale and caprock mechanical properties; 
WP1.4 Mathematical Modelling: 
· In situ stress state prediction; 
· Volumetric and qualitative prediction of gas shale occurrences by characterising and 
quantifying inorganic and organic matter content, organic matter maturity and amount 
of HC generated; 
· Fracture networks for dual porosity modelling; 
· HC expulsion and retention thresholds and relative permeability;
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WP2: Micro-scale characterisation 
WP2.1 Characterization of Shale and their organic matter at nano to micro scale 
· Rock petrology : mineralogy, grain size distribution, clay content and diagenetic 
pattern; 
· Organic geochemistry: TOC, Rock-Eval, .kerogen type, organic facies, bio-markers 
· Thermal maturity evolution: Vr, Tmax, thermic organic markers, kinetic models of 
hydrocarbon degradation 
· Thermodynamics models of water-rock-HC gas interactions 
WP2.2 Evaluation of pore network : 
· Evaluation at multi-scales of the geometry and topology of the porosity, the 
mineralogical heterogeneity and organic matter 3D network 
· Natural fracturing and pressure modelling in shale gas: reconstruction of geo-pressures 
and linked rock-type specific failure estimation 
· Permeability, porosity and calibration of Organic porosity; 
· Shale fracture Capability, overpressure threshold; 
· Molecular simulation in pore network; 
· Process modelling of HC volume content, free versus adsorbed gas evaluation; 
· Expulsion, retention/diffusion and migration mechanisms in Shale; 
WP3:Methods for Shale Gas Reserves estimation 
WP3.1 Best practice for assessment with advanced techniques: 
· Laboratory experiment protocols and methodologies; 
· Integration into models (data, processes, ...); 
· Up-scaling and homogenisation techniques; 
· Geohistory, Thermal, Migration and distribution of HC products; 
· Pressure determination; 
· Production curves; 
· Possibilities of USGS methodology implementation in Europe; 
WP3.2 Sweet spot identification; 
· Specific Workflows; 
· Sensitivity and risk analysis; 
5. Milestones 
Milestone Measurable Objectives Project Month 
M1 Shale Gas Reserves estimation workshop 6 
M2 Website for dissemination of results 10 
M3 Annual report year 1 with compilation, evaluation, 
and application of national research 
12 
M4 Minutes of workshop on results of year 2 23 
M5 Annual report year 2 with extension of existing 
national research and research niches 
24 
M6 Minutes of workshop on results of year 3 35 
M7 Final report with integrated research on quantified 
risks, impact and footprint of shale gas 
development 
36
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5. Participants and Human Resources 
Name Country Role Associated 
with 
Human 
Resources 
committed SP1 
Geological Survey of 
Belgium 
Belgium Associate TNO 1 
Katholieke Universiteit 
Leuven 
Belgium Associate TNO 1 
Uni Min Geol St. Ivan Rilski Bulgaria Participant 8 
GEUS Denmark Associate IFPEN 1.5 
IFPEN France Participant - 
Coordinator 
SP1 
2 
GFZ Potsdam Germany Participant 5 
RWTH Aachen Germany Associate GFZ Potsdam 2.5 
University of Athens Greece Participant 10 
University of Roma Tre Italy Participant 6 
TNO Netherlands Participant – 
JP/SP3 
Coordinator 
1 
University of Groningen Netherlands Participant 0.5 
SINTEF Norway Participant – 
Coordinator 
SP2 
2 
Polish Geological Institute Poland Participant 3 
INIG - Oil and Gas Institute Poland Participant 7 
AGH - University of Krakow Poland Associate PGI x 
LNEG Portugal Participant – 
Coordinator 
SP4 
4.2 
Geological Survey of 
Romania 
Romania Participant 5 
IGME Spain Participant 1.5 
UK Energy Research Centre United 
Kingdom 
Participant – 
Coordinator 
SP6 
2.4 
Total 63.6
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Name WP1.1 WP1.2 WP1.3. SP1 py/y 
Geological Survey of Belgium 0.5 0 0.5 1 
Katholieke Universiteit Leuven 1 0 0 1 
Uni Min Geol St. Ivan Rilski x x x 8 
GEUS 0.5 0.5 0.5 1.5 
IFPEN 1 0.5 0.5 2 
GFZ Potsdam 2 3 0 5 
RWTH Aachen 0.5 1 1 2.5 
University of Athens 5 2 3 10 
University of Roma Tre 1 5 0 6 
TNO 0.4 0.2 0.4 1 
University of Groningen 0 0.2 0.3 0.5 
SINTEF 0.75 0.5 0.75 2 
Polish Geological Institute 2 0.5 0.5 3 
INIG - Oil and Gas Institute 3 2 2 7 
AGH - University of Krakow x x x x 
LNEG 2.25 0.4 1.55 4.15 
Geological Survey of Romania x x x 5 
IGME 0.5 0 1 1.5 
UK Energy Research Centre 0.3 0.9 1.2 2.4 
TOTAL 19.2 16.7 12.7 63.55 
List of institutes and summaries of their track record and contributions to SP1 (listed by country 
when available): 
Denmark 
GEUS - Peter Britze, Head of Reservoir Department, pbr@geus.dk 
France 
IFPEN - William Sassi, Geologist, william.sassi@ifpen.fr 
WP1Stratigraphic modelling and sedimentary basin architecture, Mechanical evolution of organic rich 
shale 
WP2 Characterisation of nano scale organic matter porosity 
WP3 Petroleum system modelling for unconventional plays reserves assessment 
Germany 
GFZ - Prof. Dr. Brian Horsfield, Head of Section Organic Geochemistry, horsf@gfz-potsdam.de 
Org. Geochemistry – Modelling - Knowledge Transfer 
Recent projects: 
Gash Shales in Europe – GASH” is nearly finished and starts its second three year project phase in 
autumn 2013. It is funded by oil and gas companies. 
GeoEn is funded by the German Ministry for Education and Research and will be finished in April 
2013. This joint project covered besides shale gas with CO2 capture, CO2 storage and geothermal 
energy. A part of this project was the establishment of the shale gas information platform SHIP. 
GFZ has conducted several industry-partnership projects, e.g. in the Bakken Shale formation. 
Ongoing research: GeoEn projects in the Williston and Georgina Basins 
Germany 
Institute for Technology Assessment and Systems Analysis (ITAS)
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Julia Hahn, Scientific staff member , julia.hahn@kit.edu 
Germany 
RWTH Aachen University 
Bernhard M. Krooss, Research scientist, Bernhard.krooss@emr.rwth-aachen.de 
Collecting geological, geochemical, mineralogical and petrophysical data on European and worldwide 
gas/oil shale systems. Conducting Numerical Basin Modelling (3D) studies and Petroleum System 
Analyses on selected gas/oil shale systems. 
The petrophysical laboratory of EMR/LEK is equipped for high-pressure gas sorption tests on coals 
and gas shales and for fluid flow tests on rocks/coals with low to extremely low permeability 
coefficients. The Clay and Interface Mineralogy Group houses expertise and state of the art equipment 
for (clay) mineral characterization, inorganic geochemistry, pore structure analysis and mineral 
surface characterisation. The Reservoir-Petrology Group uses micro- to nano visualization techniques 
to characterize the pore space and diagenetic overprints. Furthermore, the EMR Group has state-of-the- 
art SEM instrumentation for FIB, BIB and microtomography. 
EMR/LEK, CIM and RPR aim at combining their expertise in regional geology, basin evolution, 
petroleum/natural gas geochemistry, structural diagenesis, reservoir characterization, mineralogy and 
petrophysics for the estimation of unconventional hydrocarbon resources. The processes involved in 
the formation of unconventional reservoirs and the production of gas and oil from these systems are of 
particular interest. 
Another topic of interest is the heterogeneity of gas shales on reservoir scale. This is assessed by 
combining sedimentological, diagenetic, mineralogical and petrophysical analyses at outcrop scale. 
Greece 
National and Kapodistrian University of Athens 
Professor Dr. Vasileios Karakitsios, Director of the Department of Historical Geology and 
Paleontology, of the Faculty of Geology and Geoenvironment, President of the Hellenic 
Sedimentological Association, vkarak@geol.uoa.gr 
WP1 1997-2000 Scientific Responsible of the Project: Research of favorable stratigraphic and 
structural conditions for hydrocarbon trapping in the Ionian basin of Epirus. Funded by the Hellenic 
Petroleum S.A. (Exploration and Production Division), and the University of Athens. 
1998 Scientific Responsible of the Project: Stratigraphy, Sedimentology and Organic Geochemistry of 
the cuttings and cores from the Ioannina 1 Well (Western Greece). Funded by the Enterprise Oil corp. 
2005-2007. Scientific Responsible of the Project: Black shale horizons in the Western Greece Mesozoic 
formations: Anoxic events, indicators of rapid global paleoenvironmental changes and deposition of 
petroleum source rocks. Funded by the European Social Fund and National Resources (EPEAEK II) 
PYTHAGORAS II.2006-2008 Scientific Responsible of the KAPODISTRIAS Project: Evolution and 
petroleum potential of the geological formations of Western Greece. Funded by the University of 
Athens 2009 Scientific Responsible of the KAPODISTRIAS Project: Palaeogeographical conditions of 
the Phosphorites and source rocks formation in the Ionian zone (Western Greece). Funded by the 
University of Athens. 
WP21993-1995 Scientific Responsible of the Project: Study of the organic matter diagenesis, evolution 
and maturation of the alpine Ionian basin formations and its probable hydrocarbon production. 
Location of areas with developed productive horizons. Funded by the University of Athens. 
1996-1997 Scientific Responsible of the Project: Study of the Geological and Petrophysical 
characteristics of the Ionian series and the structure of the Ionian basin in relationship with the 
migration and trapping of its hydrocarbons (Western Greece). Funded by the University of Athens. 
WP3 2010-2012 Black shale occurrences in the Ionian Zone, part of the European Project: “GASH-EBSD” 
of EUROGEOSURVEYS, E.U. 2013-2015 Assessing environmental impact of possible oil shale 
and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). 
Italy 
Dipartimento di Scienze - Sezione di Scienze Geologiche, Università “Roma tre” 
Sveva Corrado, Associate Professor sveva.corrado@uniroma3.it 
WP1 Ongoing project: Reconstruction of “Discrete Fracture Network” in natural reservoirs and cap-rocks 
of geothermal systems: the case history of Rosario de la Frontera (NW Argentina). This sub-project 
is part of an Italy-Argentina bilateral project on the assessment of the geothermal potential of 
Salta and Jujuy provinces by means of geological, geochemical and geophysical exploration.
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Funding: Fully funded by the Italian Research Ministry (Miur-CUIA 2011 and Miur-Fondo Giovani 
PhD Projects 2011-2013 Funds). 
Methods: Structural analysis at different scales, quantitative and qualitative analysis of the fractures 
and faults diagnostic parameters. Geological mapping. Seismic sections interpretation. 3D Geological 
modeling. Structural restoration. Discrete Fracture Network modeling. This approach can be totally 
borrowed for the study of gas shales fabric assessment. 
Staff: 1 associate professor, 1 lecturer, 1 PhD student. 
Recent Project: Gas shale potential of the Baltic and Lublin basins (Poland) by means of 3D Petroleum 
System Modeling. Funding: fully funded by private companies. 
Staff: 1 associate professor and 1 post-doc, external industrial partners for modelling. 
WP2 Ongoing project: New rationale and new analytical techniques to assess thermal maturity level 
of organic matter dispersed in sediments and thermal evolution of sedimentary succession. 
Funding: private companies and Miur-PhD Projects Funds 2012-2014. 
Study areas: Ukraine, Poland, Angola, Sicily (Italy). 
Geodynamic settings: fold&thrust belts, forelands, passive margins. 
Methods: Optical analysis of dispersed organic matter for reflectance measurements, Raman and Ftir 
spectroscopy on dispersed organic matter, pirolysis on whole rock; Xray diffraction on clays (whole 
rock and <2micron fraction); Apatite fission tracks and U-Th/He dating on apatite, 1-D and 3-D 
petroleum system modelling. Staff: 1associate professor, 2 lecturers, 2 post-docs, 1 technician in Roma 
Tre; external academic partners for thermochronology; external industrial partners for pyrolisis and 
3D modelling. 
Ongoing project: Integrating magnetic fabric on shales and thermal evolution on dispersed organic 
matter of Tertiary siliciclastic successions in the Northern Apennines (Italy). Funding: Fully funded by 
the Italian Research Ministry (Miur-PhD Funds 2010-2012, Miur-Prin 2009 Project). Methods: optical 
analysis of organic matter dispersed in sediments for o.m. characterisation and thermal maturity 
assessment; study of anisotropy of magnetic susceptibility on sediments; XRD on clays (different 
fractions). Staff: 1 full professor, 1 associate professor, 1 lecturer, 1 PhD student, 1 technician. 
Recent project: origin of cleavage in the Central Pyrenees: Geometry, mechanisms and paleo-thermal 
conditions. Funding: Research projects CGL2009-08969 and CGL2006-05817 (Spanish Ministry of 
Education) and pre-doctoral grant AP-2009 – 0554 (Programa de formación de profesorado 
universitario, Spanish Ministry of Education); “Roma Tre” Research funding. 
Methods: optical analysis of organic matter dispersed in sediments; XRD on clays (different fractions); 
structural analysis at the outcrop and micro scale; geological mapping. 
Staff: 1 associate professor, 1 technician from Roma Tre and external academic parteners (Zaragoza 
University) for field work. 
The Netherlands 
TNO 
Rene Peters, Director Gas Technology, Coordinator EERA JP Shale Gas, Rene.peters@tno.nl 
Jan ter Heege, Business Case Manager Unconventionals, SP3 coordinator 
WP1 
To understand the petroleum system of shale gas, TNO uses petroleum system analysis. This has been 
applied to the Posidonia Shale Formation in the Netherlands and work is ongoing related to the 
Geverik member of the Namurian Epen Formation. This includes 1) regional mapping of the area by 
means of seismic interpretation, uncertainty assessment, fault modelling and prediction and 2) 
reservoir identification and characterization by means of well log interpretation, core interpretion, 
thin-section interpretation, palynological interpretation and correlating these results of various wells 
throughout the basin, 2) basin modelling including temperature evolution, maturity, source rock 
potential, fluid flow and corresponding pressures, porosity and permeability and 3) pressure and fluid 
system analysis using pressure and effective stress distribution, hydraulic reservoir continuity, leakage 
zones interpretation and petroleum system dynamics. 
WP2 
Quantifying variation in mineralogy, microstructure and build-up of organic rich shales, i.e. Posidonia 
Shale Fm, using light thin section microscopy, XRD, isotope analyses, QEMscan, FIB-SEM and BIB-SEM. 
The variation in lithology, mineralogy and pore structure are captured and quantified on 
different levels of scale: meter, cm and mm scale. The variation in microstructure and mineralogy will
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be characterised and compared for the different scales and if possible correlated to indentified log 
zones. 
WP3 
Since 2009 TNO un-risks volume estimates for unconventional resources in the Netherlands, with 
several updates on the outcome when more parameters are better understood and/or interpreted, going 
from detailed characterization on basin to microscale. Using all known prospective parameters for an 
unconventional resource, an estimate of their potential gas volume in place is made. The values of 
these parameters used for calculations have certain uncertainties. To obtain a best estimate for a 
volume in place a Monte Carlo simulation analyis has been performed, allowing the prediction of the 
distribution of quantities and therefore the uncertainties in the numbers. The result of the Monte Carlo 
simulation gives a low, best and high volume estimate for a specific unconventional resource in the 
Netherlands. These volume estimates correspond to the range of uncertainties of contingent and 
prospective resources. The Producible Gas-in-Place estimates are based on technical (recovery 
The Netherlands 
ECN - Paul Korting – CEO – korting@ecn.nl,, 
ECN - Jeroen de Joode – Gas coordinator at ECN Policy Studies – dejoode@ecn.nl 
The Netherlands 
University of Groningen -Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl 
WP2 
The University of Groningen has a strong international position on nanotechnology research for 
materials (Zernike Institute for Advanced Materials and Stratingh Institute for Chemistry). Professor 
Rien Herber is initiating a project to apply this technology to determine the nanostructure of shales in 
order to extract critical parameters for determination of maturity, gas generating potential and 
fraccing efficiency 
WP3 
Professor Rien Herber has a track record in reserve estimation methods for unconventional gas, 
building on his experience as VP Exploration Europe in Shell. Specifically, the contribution will 
address the assessment of EUR in comparison with GIIP as well as determination of economic 
boundary conditions for conversion of technical reserves into economic reserves. 
Norway 
SINTEF- Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no 
Poland 
PGI - Dr Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl 
WP1 
1. Sequence and origin of thermal events within the Polish basin and its sedimentary base – their use 
for reconstruction of hydrocarbon generation processes 2. Hydrocarbon basins in Poland and their 
potential for unconventional gas accumulations 3. Possibilities of occurrence and exploitation of 
unconventional gas and oil accumulations in lower Paleozoic shales in Poland 4. Determination of the 
potential continuous hydrocarbon accumulations (including sweet-spots recognition) within the 
organic reach shale successions in Poland 5. Integration and analysis of geological data obtained from 
areas licensed for exploration for unconventional hydrocarbon accumulations 
WP2 
Determination of the potential continuous hydrocarbon accumulations (including sweet-spots 
recognition) within the organic reach shale successions in Poland 
WP3 
Integration and analysis of geological data obtained from areas licensed for exploration for 
unconventional hydrocarbon accumulations 
Poland 
INIG - Maria Ciechanowska Prof., Managing Director, maria.ciechanowska@inig.pl 
WP1 
Imaging of subsurface structures in anisotropic media using seismic migration method, 2013 ongoing 
Reconnaissance of Polish hydrocarbon basins in terms of occurrence possibilities, resources and the 
possibility of exploration licensing of unconventional gas reservoirs, 2009
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Mechanical Earth Model (MEM) based on seismic and reservoir engineering data – theoretical basis, 
definitions, demonstrative model, 2012 Updating of Silurian formations structural maps, 2011 
Method for prediction pore pressure distribution using Petrel software, 2009 confidential 
Possibility of hydrocarbon reservoirs occurrence in Paleozoic formations (Carboniferous, Devonian) 
in Western Pomerania region 
WP2 
Geochemical methods in unconventional shale gas exploration. 2009 Construction of geological model 
of unconventional gas reserves using "JewelSuite" software, 2013 ongoing. Developing a methodology 
to determine the activation energy distribution for different types of kerogen using the Optkin Software, 
2011. Comprehensive analysis of drill core material from Lubocino-1 well in relation to shale gas 
prospecting. The study of reservoir quality and filtration properties of cores. Geochemical analysis, 
2011, confidential. Interpretation of cores, cuttings and fluids (oil and gas) investigation results from 
Lubocino-1 well for hydrocarbon exploration in Ordovician-Silurian shale formations, 2012 
confidential. Analysis of drilling cores and rock cuttings for shale gas exploration (Lithuanian area), 
2011 confidential. Laboratory investigations of rocks and fluids properties from B8 Z-5 well with 
complex interpretation for unconventional gas exploration, 2012 confidential. Laboratory 
investigations of cores from Lubycza Krolewska-1 well with results interpretation, 2012 confidential 
WP3 
Modelling and Production Simulation of Shale Gas Reservoirs (in Poland). Mutli-one-dimensional 
basin modeling using PetroMod software in Paleozoic plays for assessment of prospecting for 
unconventional gas resources (shale/tight gas), 2009. The Hydrocarbon balance of Miocene formation 
in Carpathian Foredeep for estimation of potential resources (from Poland border to the Tarnow 
meridian), 2010 confidential. The methodology of diagnosis and estimation of unconventional shale 
gas / tight gas resources in the Polish reservoir conditions, 2011. Determination of the most 
prospective areas for shale gas exploration in PGNiG concession areas in the border zone of the 
Poland 
AGH - Stanislaw Nagy, professor of gas engineering, Head of Gas Engineering Department 
stanislaw.nagy@agh.edu.pl 
Portugal 
LNEG 
Machado Leite (machado.leite@lneg.pt), Dulce Boavida (dulce.boavida@lneg.pt), Carlos Rosa 
(carlos.rosa@lneg.pt), Zélia Pereira (zelia.pereira@lneg.pt) 
Modelling of the structure and volume of the geological units with potential on Shale Gas 
Romania 
Geology, Geophysics, Geochemistry and Remote sensing - Caransebes 1, Bucharest, 012271 Romania- 
Scientific Researcher, octavian.coltoi@igr.ro ; coltoi_o@yahoo.com 
WP1Geochemical and stratigraphical characteristics of Silurian from eastern part of Moesian 
Platform – Romanian sector, GASH Sub-Project 1 - Building a European Black Shale, Geological and 
geophysical data analysis of the Mesozoic and Tertiary formations from self of the Black Sea 
(Romanian) 
WP3 Geological and geophysical data analysis of the Mesozoic and Tertiary formations from self of 
the Black Sea (Romanian) 
Spain 
IGME (Spanish Geological Survey) 
Roberto Martínez, Deputy Director of Research on Geological Resources, ro.martinez@igme.es 
WP1 IGME has developed a study for the Ministry of Environment about the main areas of interest in 
Spain for the exploration 
WP3IGME has developed standards for the evaluation of reserves in Spain of many different mineral 
resources and has a wide 
United Kingdom 
UKERC 
Prof John Loughhead, Executive Director, UKERC, j.loughhead@ukerc.ac.uk 
Dr Nicola Combe, Knowledge Exchange Associate, UKERC n.combe@ukerc.ac.uk
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WP1 Dr Nick Riley, British Geological Survey, Subsurface Geological Memoirs, DECC resource 
estimations; Prof. Richard Davies, Durham Energy Institute, We have staff working on basin-scale 
evolution of European basins. 
WP2Dr Nick Riley, British Geological Survey, Nannoscale geochemistry / mineralogy / structure, 
micropore / micropermeability, micropaleontology, kerogen, microfacies. 
Prof. Quentin Fisher, University of Leeds 
Currently running a 3 year, £400,000 Joint Industry Project sponsored by Nexen, Chevron and EBN 
investigating laboratory methods to characterize the properties of gas shales. 
Prof. Richard Davies, Durham Energy Institute, We have academic working on clay chemistry and 
petrography 
WP3 Dr Nick Riley, British Geological Survey, UK shale gas resource assessment for DECC. 
Prof. Alain C. Gringarten, Imperial College London, Characterization of shale gas production 
mechanisms, as part of a JIP on Well Test Analysis in Complex Systems (see 2.1) 
6. GANT Chart 
Activity 
Q 
1 2 3 4 5 6 7 8 9 10 11 12 
WP 1-1 
WP 1-2 
WP 1-3 
WP 1-4 
WP 2.1 
WP 2.2 
WP 3.1 
WP 3.2 
M1 M2 M3 M5 M7 
M4 M6 M8 
R W/S W/S W/S 
W = workshop 
D = draft report 
R = report 
Mx = milestone nr. X 
S = annual status report 
7. Contact Point for the sub-programme on Assessment of Shale Gas 
Potential 
Dr. William SASSI 
IFPEN - Direction Geosciences 
Geology Department 
1 et 4 avenue de Bois-Préau 
92852 Rueil-Malmaison - France 
Tel: +33 1 47 52 63 69 
Fax: +33 1 47 52 71 26 
Mobile: +33 6 30 93 08 75 
Email: william.sassi@ifpen.fr
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EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
SUB-PROGRAMME 2: Technology for safe and efficient 
exploitation 
An sub-programme within the Joint Program on: 
Shale gas 
Description of Work 
Version: 1 
Last modification date: 05-04-2013 
Maria Barrio, SINTEF
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Summary research activity on technology for safe and efficient 
exploitation 
Shale gas exploitation poses technological challenges because the hydrocarbons are directly 
produced from the source rock with permeability far below the requirements for conventional 
methods. For a European development, efforts are needed into a deeper upfront shale 
characterization and understanding of the subsurface processes to become sufficiently 
environmentally acceptable and safe in populated areas. 
Production parameters and borehole stability need to be optimized in order to comply with 
local laws and regulations. In particular, efforts will be dedicated to the optimization of 
hydraulic fracturing as well as the identification and development of alternative production 
technologies. 
The objective of this sub-programme is to provide means to improve the efficiency and the 
recovery from shale gas reservoirs with the minimum environmental impact. This will be 
achieved by: 
- Developing characterisation methods tailor made for gas shale reservoirs 
- Developing existing and innovative drilling techniques that improve borehole 
stability 
- Improving the understanding of fracture growth aiming at better control and 
prediction of the fracturing process 
- Developing innovative fracturing processes by using alternative fluids, new materials 
(proppants) and fluid-free fracturing techniques 
- Identification and development of alternative shale gas production technologies; 
- Increased learning from on-going production monitoring 
The work is organized into five work packages covering (1) shale reservoir characterisation, 
(2) horizontal drilling, (3) fracturing, (4) monitoring of fracturing and production and (5) 
innovative stimulation technologies. 
The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) 
comprising an initial assessment of the technology status for the various countries and an 
identification of topics needing and benefiting from a united European effort. Periodic 
technology status reports will be elaborated as well as yearly meetings to discuss the 
achievements. 
11 European research institutes have signalized their capabilities to perform the research 
outlined in this sub-programme (~36 py/y in total).
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1. Background 
The common characteristics of gas shale reservoirs are (i) hydrocarbons are produced directly 
from the source rock; (ii) the permeability is too low to permit economic production with 
conventional methods. The use of several extended horizontal wells from one surface frame 
combined with hydraulic fracturing has been keys to successful development of shale gas 
production in the USA. Still, the production scenario for most gas shale reservoirs shows a 
rapid build-up and a relatively fast decay after 1-2 years of production. For European 
development, the US technology cannot be directly implemented, but needs improvement in 
order to adapt to local laws and regulations and to become sufficiently environmentally 
acceptable and safe in populated areas. 
In the US, experience with shale gas exploitation has been gained by drilling thousands of 
wells and stimulation of the complete horizontal sections of wells. It is obvious that Europe 
has to follow a different learning curve for shale gas exploitation than the one in the U.S with 
much more emphasis on upfront shale characterization and modeling of subsurface processes. 
Increased understanding and improved characterization will in turn increase the probability of 
optimizing production parameters and borehole stability. 
The success of shale gas exploitation will also critically depend on the optimization of 
hydraulic fracturing, well placement and gas production. Even more, due to the restrictive 
regulation on hydraulic fracturing in some European countries, alternative production 
technologies (i.e. not based on hydraulic fracturing) should be identified and developed. 
3. Objectives 
The objective of SP2 is to improve the efficiency and the recovery from shale gas reservoirs 
with the minimum environmental impact. This will be achieved by: 
- Developing characterisation methods tailor made for gas shale reservoirs 
- Developing existing and innovative drilling techniques that improve borehole 
stability 
- Improving the understanding of fracture growth aiming at better control and 
prediction of the fracturing process 
- Developing innovative fracturing processes by using alternative fluids, new materials 
(proppants) and fluid-free fracturing techniques 
- Identification and development of alternative shale gas production technologies; 
- Increased learning from ongoing production monitoring 
4. Description of foreseen activities (including time line) 
The five Work Packages (WP) proposed in this Sub-project will be executed in parallel as 
they cover all the relevant aspect of shale gas exploitation: characterisation, drilling, 
fracturing and monitoring. 
The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) 
comprising an initial assessment of the technology status for the various countries and an 
identification of topics needing and benefiting from a united European effort. Periodic 
technology status reports will be elaborated as well as yearly meetings to discuss the 
achievements. 
Cross-fertilization between gas shale development and other scenarios including low 
permeability rocks (e.g. tight gas sands, coal be methane) should be motivated.
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WP 1: Gas & Oil Shale reservoir characterization. 
Permeability 
Geological classification of gas "shales" with respect to heterogeneity, mineralogy, clay 
content etc. will be developed. Further, new methods for permeability measurements under in 
situ conditions, within matrix, natural fractures and induced fractures will be developed. 
Gas flow in fracture reservoirs 
Modelling of multi-phase (gas / condensate / oil / water) flow in fractured low permeability 
reservoirs, possibly linked with geomechanical simulators will be conducted. In order to 
ensure a good link to SP1, SP2 should examine these issues from a reservoir and engineering 
perspective. 
Anisotropy 
Shale anisotropy and its influence on fluid flow, geomechanics and seismics will be studied. 
Many conventional models assume isotropy eventually providing wrong conclusions. 
High resolution multi-scale reservoir characterization 
Integrated reservoir characterization utilizing all relevant datasets is required to quantify 
spatial heterogeneity of gas shales in both vertical and horizontal sections. Petrophysical (well 
logs), geophysical (seismic surveys, well tests, production data), geomechanical (experiments 
and models), and microscopical (FIB/BIB-SEM, CT) characterization methods will be 
integrated and tested on field or core data. 
The SP2 approach (as different from SP1) will focus on integrating laboratory data with field 
data with the objective of optimizing production parameters. Following this approach, 
geological (static modeling) and geobiological (microfossil type, biofacies analysis) 
characterization methods might be considered to a certain extent. 
Results of detailed characterization at different spatial scales (from regional to micro-scale) 
will be integrated to derive the heterogeneous reservoir properties of shale gas reservoirs. The 
results will be used to determine optimum well placement and stimulation treatments and 
integrated into 3D shale formation numerical models. 
The ensemble Kalman filter (EnKF) (and other offspring ensemble based methods) has been 
demonstrated to be an effective and popular tool for history matching petroleum reservoirs. 
The EnKF is a data assimilation method where the essence is to update an ensemble of 
models by means of measured data. The method is suitable for real-time applications, is easy 
to implement and readily provides an uncertainty estimate which is essential in planning new 
installations and optimal production strategies. Application of EnKF family of methods to 
match and optimise production may prove to be essential for shale gas reservoirs.
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WP 2: Drilling of horizontal wells in gas shale reservoirs. 
Well integrity 
The impact of cement quality and long term well integrity issues will be assessed. Screening 
criteria for long term monitoring of shale gas wells will be developed. Investigation of 
cementation quality of horizontal wells as well as development of minimal requirements for 
cementation quality as a function of eventual methane leakages via annular fractures behind 
casing will be performed. 
WP2 will also look at well design, fracture design, well plugging abandonment and in 
general, all engineering aspects necessary to implement SP3 recommendations on safety (e.g., 
well instrumentation as well as following the guidelines established in SP1. 
A number of “self-healing” cements and various chemical solutions (including gelation and 
foaming agents) were recently developed and introduce to oil and gas market. Those 
technologies could be reviewed and their applicability to shale gas production wells screened. 
Borehole stability 
Borehole stability issues with respect to pre-existing fractures, shale anisotropy and possible 
effects of interactions between shale and drilling fluid will be analyzed. Moreover, it will be 
investigated novel drilling fluids (such as nanomodifiers or environmental friendly fluids) 
which improve borehole stability. 
A practical approach for well bore stability could be safe mud weight window design which 
provides the range of equivalent densities or pressures of drilling fluid that avoid drilling 
problems (fracturing, breakouts). 
Alternatively, the possibility of using managed pressure drilling and ways to use back-pressure 
MPD equipment for well control (by both mud pulse telemetry and wired pipe data) 
may be looked upon as potential future drilling techniques. 
Advanced drilling techniques 
Low porosity reservoir can present drilling challenges in terms of drillability. Innovative 
drilling techniques will be investigated. 
In addition, it will be investigated to what extent multilateral well configurations can be an 
alternative for hydraulic fracturing. Modelling of productivity, NPV or UR of shale gas 
reservoirs using closed-loop production optimization tools projected over the lifecycle of the 
well will be performed. The results will be used to determine optimum field development for 
better appraisal of shale gas reservoirs. 
WP3: Fracturing in gas shale reservoirs. 
Fracturing optimization 
One of the most important challenges in exploitation of European shale gas is to optimize the 
design of fracturing jobs so that maximum production is achieved with minimum number of 
wells and stimulation.
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Modeling of fracturing will be performed using geomechanical and fluid flow simulators to 
predict fracture initiation, propagation, stress perturbation, and fluid flow. Numerical 
fracturing simulators need to be developed that can account for heterogeneous reservoir 
properties, existing fracture networks and variations in stress field. Discontinuum models to 
model fracture initiation and propagation, continuum models to model hydro-mechanical 
interaction between reservoir and fractures, and analytical descriptions of flow through 
fractures will be combined. 
Smart proppants and hydraulic fracturing fluids 
During fracturing the formed fractures are kept open, due to the injected material like sand or 
ceramic, enabling the fluid flowback and later the flow of oil and gas into the well. Studies of 
proppant embedment and fracture conductivity for various proppants are important 
characteristic for supporting hydrocarbon recovery and will be studied. In addition, new 
chemicals for proppants will be investigated. In particular, the development and application of 
smart (nano-)tracer technology based on responsive tracer particles will be addressed. 
Application of switchable viscosity fluids for conformance treatment and optimized hydraulic 
fracturing will be investigated. The effectiveness of biocides in fracturing fluids will be 
investigated and improved. 
WP4: Monitoring of fracturing operations and production from gas shales. 
Monitoring can be implemented both during fracturing and during production. Optimized use 
and improved interpretation of μseismicity can help locating events and understand their 
origin (shear vs. tensile) while reservoir scale monitoring by e.g. permanent seismic sensors, 
including development of necessary rock physics tools to image recovery will provide 
information during production. 
Utilisation of advanced permanent downhole gauge (pressure, temperature, rates) analysis 
could allow to gain better understanding of reservoir parameters (porosity, permeability) 
changes as a result of stress changes (fracturing, production, shut-in, effect of neighbouring 
wells) in-situ. This methodology was proved for a number of oil and gas producing formation 
and could be essential in reducing uncertainty linked to reservoir parameters in shale gas 
production. 
Coupling (micro)seismic monitoring and geomechanical modelling of fault reactivation 
The unique combination of geomechanical modelling, seismic monitoring and well test 
analysis can be used to validate and improve predictions of fracture network development. 
History matching of geomechanical and reservoir flow models based on seismic monitoring 
and well test analysis during gas production can be used to optimize shale gas exploitation. 
Monitoring can also be used to provide clear-cut criteria indicating when risk mitigation 
measures are required. Technology and guidelines for micro-seismic monitoring will be 
studies and further developed. 
Other monitoring technologies 
Among many methods monitoring the results of unconventional formation stimulating 
treatments there is fractures mapping with the use of tiltmeters registering the occurrence of 
any tilts. Besides fractures monitoring this method is also useful in well placement desing, 
well horizontal sections design, waste injection monitoring or surface subsidence monitoring.
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Monitoring and analysis of microbes in-situ may provide a valuable tool to asses water 
quality in-situ and confirm safety of the fracturing jobs. 
Monitoring of drill cutting and other flow back fluids during well operation could be essential 
for increasing the knowledge about reservoir and carrying out safe well operations. 
Baseline monitoring 
The need for baseline definition and acquisition as well as the current lack of measurements 
will be addressed in a European context. The opportunity of establishing proper baseline 
before operations eventually start should be fully explored. This task should have a clear link 
to SP3. The work in this task will address the technology development needed to support the 
requirements established in SP3. 
Baseline monitoring should cover reservoir properties, reference for seismicity measurements, 
etc. 
WP5: Innovative stimulation technologies 
Some European countries have banned the use of hydraulic fracturing by law (France, 
Romania). This work package will focus on other possible methods to unlock the trapped gas 
in the unconventional reservoirs. 
When the fracturing fluid is water-based so called formation or permeability damage may 
occur, due to swelling of clay minerals or other physical and chemical mechanisms. 
Minimization of the damage is possible due to partial or complete substituting water by 
for e.g. gases. Fracturing fluids prepared in such a way are called energized fluids. Other 
choices of environmentally friendly fracking fluids, possibly having a positive effect on 
recovery, and that have low post-damage effects (e.g. to avoid solids production) will also be 
assessed (for instance, propane). 
Other fracturing alternatives to hydraulic fracturing will be investigated, e.g. thermal 
fracturing, electrofracturing. 
Injection of CO2 could provide a sound alternative to conventional recovery technologies. 
Carbon dioxide could, potentially, be injected above fracturing pressure therefore increasing 
well injectivity and replacing water in fracturing operations. Compositional effects between 
methane and CO2 might result in increased gas recovery. This, however, requires addressing 
questions associated with CO2 injection scheme, and backproduction. The shale gas 
reservoirs, in this case, would be used not only to produce natural gas, but also as a carbon 
storage sites. 
6. Milestones 
Milestone Measurable Objectives Project Month 
M1 Technology status report delivered 6, 18, 30 
M2 Annual report 12,24,34 
M3 Yearly workshop conducted 13,25,35 
M4 Midt-term review performed 18 
M5 Final review performed 36
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7. Participants and Human Resources 
Name2 
(acronym) 
Country Role3 Associated to 
(if associate) 
Human 
Resource 
committed 
(py/y) 
SINTEF Norway SP2 Coordinator 2 
Uni Min Geol St. Ivan Rilski Bulgaria Participant 10 
GEUS Denmark Associated IFPEN 0,5 
IFPEN France 
Participant – 
Coordinator SP1 2 
RWTH Aachen Germany Associate GSB 0,5 
TNO Netherlands 
Participant – 
Coordinator SP3 2 
IRIS Norway Participant 4 
Polish Geological Institute Poland Participant 1,5 
INIG - Oil and Gas Institute Poland Participant 4 
AGH - University of Krakow Poland Participant unspecified 
IGME Spain Participant 2 
UK Energy Research Centre4 UK 
Participant – 
Coordinator SP6 4,2 
British Geological Survey UK Associated UKERC 
Durham Energy Institute UK Associated UKERC 
Durham University UK Associated UKERC 
University of Edinburgh UK Associated UKERC 
University of Leeds UK Associated UKERC 
Imperial College London UK Associated UKERC 
University of Manchester UK Associated UKERC 
An indicative distribution of resources is included: 
Organisation acronym WP2.1 WP2.2 WP2.3 WP2.4 WP2.5 SP2 py/y 
SINTEF 0,75 0,5 0,75 0 2 
Uni Min Geol St. Ivan Rilski 10 5 5 0 20 
GEUS 0,25 0 0,25 0 0,5 
IFPEN 0,5 0 0 1 0,5 2 
RWTH Aachen 0 0 0,5 0 0 0,5 
TNO 1 0,25 0,5 0,25 2 
IRIS 2 0 0 0 2 
Polish Geological Institute 0,5 0 0,5 0,5 1,5 
INIG - Oil and Gas Institute 1 1 1,5 0,5 
4 
AGH - University of Krakow x x x x x 
IGME 0,5 0 0,5 1 2 
UK Energy Research Centre 2,4 0 0,9 0,9 4,2 
TOTAL 7,9 4,75 7,4 5,65 35,7 
2 Full names of institutes and summaries of their track record and contributions to SP3 are listed 
below. 
3 Institutes with a total contribution of min. 5 py/y to the whole JP are listed as participants. 
4 UKERC is coordinating contributions from institutes in the United Kingdom (combined py/y for UK 
institutes is given).
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List of institutes and summaries of specific elements in their track record and contributions with 
special relevance to SP2 (listed by country): 
Bulgarian institutes: 
University of Mining and Geology "St. Ivan Rilski" 
Dr. Dimitar Merachev, dimerachev@gmail.com 
Participant in the GASH project and their Geochemistry laboratory for Mine equipment, Solid rock. 
Education and Research Laboratory of Phase Method and Radiography Structural Analysis 
Education and Research Laboratory of Electronic Microscopy 
Danish institutes: 
Geological Survey of Denmark and Greenland (GEUS) 
Dr. Peter Britze- Head of Reservoir Department, pbr@geus.dk 
France institutes: 
IFP Energies nouvelles (IFPEN) 
Dr. William Sassi, william.sassi@ifpen.fr 
Seismic methods for unconventional reservoirs 
Fracture hydromechanical modeling 
German institutes: 
RWTH Aachen University 
Bernhard M. Krooss, Research scientist, Bernhard.krooss@emr.rwth-aachen.de 
EMR-RPR studies the natural fracture systems in unconventional reservoir rocks in terms of location, 
timing, distribution and cementation. Current projects focus on unconventional Upper Carboniferous 
rocks in northern Germany. 
Dutch institutes: 
TNO 
Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl 
Norwegian institutes: 
SINTEF 
Dr. Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no 
Coordination SP2 
Formation physics: 
- Geomechanical modelling of fracture propagation in intact and naturally fractured gas shale 
environments, through use and development of discrete element techniques. 
- Laboratory measurements –using cores and core fragments- of rock mechanical and petrophysical 
parameters (such as brittleness) of gas shales, with relevance for exploration and production. 
- Effect of in situ stress an inherent shale anisotropy on fracture propagation (through modelling and 
use of true triaxial experiments). 
- Multiscale petrographical and petrophysical evaluation of shale properties. 
Well integrity: 
- Integrity of annular sealants, such as cement and other sealant materials 
- Influence of thermal cycling on well integrity 
- Cement-formation bonding 
- Well leakages and development of microannuli 
- Characterization of well barrier materials 
- Well abandonment. 
IRIS 
Dr. Roman Berenblyum, Roman.Berenblyum@iris.no 
Simulation of EOR in Clastic Reservoirs 
Transient well flow modeling and modern estimation techniques for accurate production allocation 
Reservoir data assimilation for realistic geology 
Estimation of pressure dependent fracture parameters
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Automated drilling 
Environmental monitoring 
Microbial EOR 
Polish institutes: 
AGH University of Science & Technology 
Prof. Stanislaw Nagy- Head of Gas Engineering Department, stanislaw.nagy@agh.edu.pl 
Quantitative analysis of well logs to determine the lithological formation, porosity, inflow and filtration 
parameters 
Optimization of drilling parameters, including the selection of drilling technology, tools, drilling fluids 
and cementing vertical and horizontal holes for shale gas 2013-2016 
Integrated Reservoir, Exploration & Gas Extraction System for Shale Gas – 2013-1016 
Effective technologies in geoengineering, conventional & non-conventional oil & gas reservoirs 
(including coal-bed methane) 2011-2015 
Evaluation of impact of drilling & fracturing process for natural environment 2012-2013 
INIG- Oil and Gas Institute 
Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl 
Extensive national research covering: 
Anisotropy models of rocky medium and correlation of the mineralogical indices of brittleness with the 
acoustic properties of rocks 
Dispersion analysis of acoustic velocities in Polish shale rocks: effects of petrophysical properties and 
mineralogy, 2013 ongoing 
Drill core analysis and study of geomechanical properties of rocks 
Laboratory for rocks and fluids properties investigations with complex interpretation for 
unconventional gas exploration 
Quantitative description of wellbore stability problems in swelling shales in dynamic conditions with 
due account for wellbore stress and strains, including models 
Simulation of fracture zones, testing of fracturing fluids for hydraulic fracturing and impact of various 
chemical composition of fracturing fluids on pore fluids 
Polish Geological Institute – National Research Institute (PGI-NRI) 
Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl 
Determination of the potential continuous hydrocarbon accumulations (including sweet-spots 
recognition) within the organic reach shale successions in Poland 
Hydrocarbon basins in Poland and their potential for unconventional gas accumulations 
Monitoring of ground surface settlement on the area of three selected shale gas exploration localities 
(WP4) 
Spanish Institutes: 
Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) 
Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, ro.martinez@igme.es 
(WP3.1, 3.2, 3.4-3.6) 
Multi-phase modelling related to gas and CO2 storages 
Large experience in classification of mineral resources 
Expertise within rock mechanics of shales of the University of La Coruña 
Studies of seismicity and monitoring tools (together with the Institute of Earth Science Jaume Almera) 
UK institutes: 
UK Energy Research Centre (UKERC) 
Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk 
Dr. Valeria Branciforti- Knowledge Exchange Associate, v.branciforti@ukerc.ac.uk 
Coordination of contributions from institutes in the United Kingdom 
British Geological Survey 
Ed Hough et al.
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Predictive Stratigraphic Analysis, controls on shale reservoir architecture & quality, how to identify 
and predict “sweet spots”. 
Fracture propagation/imaging. 
Microseismic monitoring. 
University of Edinburgh 
Dr Mark Chapman, Dr. Chris McDermott 
Investigations of anisotropic rock physics mode, brittleness index and fraction of brittle minerals. 
Calibration of the models against core and log data from the Barnett shale 
Development of rock physics templates for improved data integration 
Experimental investigation of fracture propagation and permeability; equipment to simulate in situ 
reservoir conditions of true tri-axial conditions. 
University of Leeds 
Prof. Quentin Fisher 
Laboratory methods to characterize the properties of gas shales and use of microseismic and 
geomechanical modelling of fracturing. 
Microseismic monitoring of the hydraulic fracturing process. 
State-of-the-art finite element modelling to optimize the fraccing process (e.g. spacing and sequencing 
of both wells and fractures) 
Imperial College London 
Prof. Alain C. Gringarten 
Characterization of shale gas production mechanisms, as part of a JIP on Well Test Analysis in 
Complex Systems 
Durham Energy Institute 
Prof. Richard Davies 
Involved in a multi-company consortium involving 6 researchers, across 3 universities called ReFINe 
(Research Fracking in Europe). 
University of Manchester 
Prof. Kevin TaylorRock geomechanics and fracturing. Capabilities include: ability to measure elastic 
(seismic) properties from room pressure up to a few hundred MPa (i.e., over the whole of the 
interesting pressure range); ability to measure gas and fluid permeabilities using a range of methods 
including ones which we have used on rocks with the range of permeabilities that shale gas reservoirs 
have; ability to hydrofracture samples under controlled effective pressures; ability to make 
measurements of failure stresses and frictional properties under a wide range of temperature, 
confining pressure and pore fluid pressure conditions; Expertise in characterizing deformation 
microstructures using a wide range of electron-optical techniques. Expertise in field scale 
fracture/fault characterization 
7. GANT Chart 
Activity 1 2 3 4 5 6 7 8 9 10 11 12 
WP1: Characterisation 
WP2: Drilling 
WP3: Fracturing 
WP4: Monitoring 
WP5: Alternative 
production methods 
Technology status report M1 M1 M1 
Annual report of activities M2 M2 M2 
Annual workshop M3 M3 M3 
Midt-term review M4 
Final review M5
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8. Contact Point for the sub-programme 2 on Safe and efficient exploitation 
Maria Barrio 
SINTEF Petroleum Research 
S.P. Andersensvei 15b, 7465 Trondheim, Norway 
+47 995 34 665
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SUB-PROGRAMME 3: Environmental impact 
& footprint 
A sub-programme within the Joint Programme Shale gas 
EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
Description of Work 
Version: 2.0 
Last modification date: 28-03-2013 
Jan ter Heege, TNO
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SP3 Environmental impact & footprint 
Environmental impact and footprint associated with large scale shale gas development is of 
major concern to public, stakeholders and policy makers. Current knowledge on the effects of 
shale gas exploitation mainly originates from shale gas practices in the United States. Due to 
differences in geological settings and societal environment between European member states 
and the United States, a common independent European knowledge basis is required to decide 
on the fate of shale gas in Europe and implement proper regulations. 
The main objective of this sub-programme is to establish such a knowledge basis through (1) 
compiling a comprehensive inventory of risks, impact and footprints by extending and 
integrating national research programs, (2) applying knowledge to the European situation, (3) 
standardize methodologies to quantify impact, footprint and risks for European shale gas 
plays, and (4) determine potential risk mitigation measures and boundary conditions for 
minimum impact and footprint. 
Different research tasks will be carried out in six work packages on (1) impact of surface 
activities on human health, safety and environment, (2) impact of hydraulic fracturing and 
gas production, (3) impact of wells and requirements of well design, (4) impact on water 
resources and optimum water management, (5) standardized methodologies for baselines, 
benchmarks and risk assessment, (6) measures to mitigate risks and minimize footprint. The 
tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) starting 
with compilation and evaluation of national research (year 1), followed by extension of 
existing research and on addressing research niches that are specific for the European Union 
(year 2) and integration of the research, development of standard methodologies, and 
dissemination of quantified risks, impact and footprint (year 3). Milestones include a website 
to build and disseminate the knowledge basis, and annual progress reports and workshops. 
The key expertise, equipment, and infrastructure of 18 research institutes from 10 European 
member states (total committed humane resource of ~36 py/y) will be used to carry out the 
different research tasks. Contributing member states cover the most important geopolitical 
regions where shale gas development may play a (future) role. Shale gas development is at 
different stages in the contributing member states (i.e. from moratorium to full operation). 
Accordingly, all aspects related to the environmental impact and footprint of shale gas 
development can be covered in the sub-programme.
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1. Background 
The accelerated worldwide development of shale gas is accompanied by growing public 
concern regarding the impact of shale gas on human health, safety and environment. Part of 
this concern originates from shale gas practices in the US, where experience is gained through 
the drilling of thousands of wells and stimulation of the complete horizontal section of the 
wells. Shale gas development in Europe may benefit from lessons learned in the US. 
However, population densities, geological settings, exploitation technologies, and regulations 
in European Union member states are markedly different from the US. It is clear that practices 
and problems with development of shale gas plays in the US cannot be directly transferred to 
Europe. Besides security of energy supply, public concern with shale gas development is an 
important driver for differences in political positions concerning shale gas between European 
member states. Accordingly, a sound common European knowledge basis and clear 
independent view based on solid research of the environmental impact and footprint of shale 
gas is essential for public and policy makers to decide on the fate of shale gas in Europe. 
The research in this sub-programme aims to establish such a knowledge basis and 
independent view. It focuses on quantifying impact, footprint and risks for the European 
situation rather than summarizing arguments in favor or against shale gas development. The 
added value for European member states consists of (1) a better knowledge basis on 
environmental impact and footprint due to extension and integration of national research 
programs on shale gas, (2) establishment of a knowledge basis on environmental impact and 
footprint that is specific for the European situation, and (3) standardization of methodologies 
to quantify impact, footprint and risks. The program also establishes a common knowledge 
platform for development and evaluation of new technologies to improve the development of 
shale gas fields, firstly with environmental issues in focus, and secondly, to enhance cost-efficiency 
during the total life-time of any field opened for production. 
The knowledge basis that will be established in this sub-programme contributes to research 
activities for deep geothermal energy production performed within the framework of the 
European Technology Panel on Renewable Heating and Cooling (e.g., environmental impact 
of hydraulic fracturing). The research also has strong links with research on technologies for 
CCS performed within the framework of the Zero Emissions Platform (e.g., methodologies 
for risk assessment). 
2. Objectives 
The sub-programme (SP) on Environmental impact and footprint contains six work packages 
(WP) that deal with impact and footprint on different spatial scales (from regional to well site) 
and for different environments (subsurface to surface). The main objectives of the sub-programme 
are to (1) compile a comprehensive inventory of the potential impact and 
footprint of shale gas development, (2) quantify impact, footprint and risks associated with 
shale gas development, (3) determine potential risk mitigation measures and boundary 
conditions for minimum impact and footprint, (4) develop standardized methodologies to 
assess impact, footprint and risks of shale gas development. Acquired understanding of 
industrial, political and public perception of shale gas development within the joint project 
will be used to identify the need for new technologies. All work packages contribute to these 
main objectives. 
The individual WPs address impact and footprint for different activities related to shale gas 
development. 
WP1 assesses the impact of surface activities on human health, safety and environment for 
different spatial scales (i.e. from regional to well site) and activities (e.g., drilling, 
development of infrastructure, transport).
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WP2 assesses the impact of hydraulic fracturing and gas production. Subsurface impact (e.g., 
fracture containment) as well as near surface impact (e.g., potential leakage risks of hydraulic 
fracturing fluids) are considered. 
WP3 assesses the impact of wells and requirements of well design. The impact of different 
well designs is considered to determine well designs that lead to minimum environmental 
impact and footprint. 
WP4 assesses the impact on water resources and optimum water management. All aspects 
related to water consumption; transport and treatment of produced water are considered. 
WP5 assesses standardized methodologies for baselines, benchmarks and risk assessment. 
This work package addresses standardization of methodologies that enable unbiased 
comparison of impacts and risks across Europe. Comparison with methodologies developed 
for other subsurface activities (e.g., carbon capture and storage, geothermal energy 
production) are considered to develop and evaluate benchmarks. 
WP6 assesses measures to mitigate risks and minimize footprint. In this work package, 
measures will be identified that will minimize the impact, footprint and risks assessed in 
WP1-5. 
3. Description of foreseen activities (including time line) 
Within each of the six work packages of SP3, research activities are structured in tasks (T). 
The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) by 
several research institutes with proven track record in the individual research tasks. During 
the first year, the main focus will be on the compilation and evaluation of national research on 
the impact and footprint of shale gas development for application within the European Union. 
During the second year, the main focus will be on the extension of existing research and on 
addressing research niches that are specific for the European Union as a whole rather than for 
individual member states alone. During the third year, the main focus will be on integration of 
the research, development of standard methodologies, and on dissemination of quantified 
risks, impact and footprint of shale gas development within Europe. 
Research activities reflect current understanding of the most important impact and footprint of 
shale gas development in Europe. It is foreseen that additional means of impact may be 
identified, and that the perceived importance of impact currently identified may change as 
research progresses. This sub-programme has strong links with all other sub-programmes in 
the Joint Programme, i.e. with SP1 on Assessment of shale gas potential in relation to the 
potential scales of impact and footprint, with SP2 on technology for safe and efficient 
exploitation in relation to safety and footprint of shale gas production techniques, with SP4 on 
Energy and Carbon efficiencies and emissions to air in relation to the footprint of gas 
emissions at well sites, with SP5 on regulations, markets and policy issues in relation to 
optimum regulations that ensure minimum impact of shale gas development, and with SP6 on 
public perceptions in relation to independent and reliable assessment of risks, impact and 
footprint of shale gas development in Europe. 
Initially, the sub-programme will rely on research activities and funding available at the 
participating institutes. Additional funding will be sought as the programme progresses. 
Research activities (tasks) carried out in the six work packages are outlined below. All tasks 
contribute to the objectives described in section 2. In all work packages, it will also be 
evaluated to what extent practices from large scale shale gas development in the USA can be 
applied to Europe. Impact and footprint will be addressed within the context of current land 
uses (baseline) and compared to other uses of land or subsurface as well. 
WP1: Impact of surface activities on human health, safety and environment 
The impact of activities such as transport of materials, drilling, and waste disposal for 
construction of well sites will be assessed (T1.1). Development of infrastructure (e.g., roads, 
railroads, pipelines) required for transport of materials to/from the well site and transport of
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gas from the well site to existing gas grids through pipelines will impact eco-systems, for 
example by landscape fragmentation (T1.2). The regional impact on human health, safety and 
environment of large scale shale gas development related to the availability and costs of raw 
materials as well as human resources will be investigated (T1.3). The impact of different 
surface activities will be integrated to assess the combined impact on eco-systems and human 
health, safety and environment (T1.4). 
WP2: Impact of hydraulic fracturing and gas production 
Hydraulic fracturing has received a lot of attention in discussions on environmental aspects of 
shale gas development in Europe, mainly related to risks of groundwater contamination and 
induced seismicity. The risks and potential impact of loss of containment of hydraulic 
fractures and migration of hydraulic fracturing fluids and /or proppants to groundwater levels 
by connection to natural fractures will be assessed (T2.1). The risks and potential impact of 
induced seismicity by reactivation of existing faults due to hydraulic fracturing, gas 
production, or waste water injection will also be assessed (T2.2). Other risks and impacts 
related to hydraulic fracturing and gas production (e.g., ground subsidence) will be identified 
and quantified if proven relevant (T2.3). 
WP3: Impact of wells and requirements of well design 
Proper well design is important for safe production of shale gas. Risks and environmental 
impact of wells will be assessed for different well designs (T3.1). Assessment of the impact of 
wells will be used to define guidelines for proper well design (T3.2) and identify well designs 
with minimum surface footprint (T3.3). The risks and potential impact reduced wellbore 
stability over the lifetime of shale gas fields will also be assessed (T3.4). 
WP4: Impact on water resources and optimum water management 
Hydraulic fracturing for shale gas development requires large quantities of water. In this work 
package, impact related to availability of water (T4.1), access to water resources (T4.2), and 
transport of water (T4.3) will be assessed. In addition, treatment, recycling, reuse and disposal 
of flowback and produced water that might contain residual fracking fluids, gasses, and trace 
elements of heavy metals will be addressed (T4.4). Special attention will be given to 
guidelines for the disposal of naturally occurring radioactive material that may be present in 
flowback or produced water (T4.5). Monitoring toxicity of fracturing fluids and flowback 
water will be performed (T4.6). 
WP5: Standardized methodologies for baselines, benchmarks and risk assessment 
To accurately assess the environmental impact and footprint of shale gas development, it 
needs to be compared to baseline data collected prior to shale gas development in areas of 
interest. Standardized methodologies are required to compare impact and footprint in different 
shale gas plays. In this work package, standardized methodologies will be developed for 
collection of baseline data (T5.1), for establishing benchmarks for comparison with other 
subsurface activities (e.g., conventional gas, CO2 storage) (T5.2), and for assessment of risks 
associated with shale gas development (T5.3). 
WP6: Measures to mitigate risks and minimize footprint 
While WP1-WP4 focus on assessing the environmental impact and footprint, this work 
package focuses on determining measures that can be applied to mitigate risks and footprint. 
Research will include the use of monitoring techniques to assess subsurface perturbations due 
to hydraulic fracturing (e.g., using microseismics), due to gas production during the lifetime 
of a field, and post-production ("after-field-life") (e.g., using 4D seismic surveys) (T6.1). 
Boundary conditions for hydraulic fracturing (e.g., for injection volumes) (T6.2) and gas 
production (e.g., traffic light systems for induced seismicity) will be established (T6.3). 
Guidelines for well and field abandonment after boundary conditions for safe exploitation are 
exceeded will also be addressed (T6.4).
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4. Milestones 
Milestone Measurable Objectives Project Month 
M1 Report with additional sources of impact based on 
participant inventories 
6 
M2 Website for dissemination of results 10 
M3 Minutes of workshop on results of year 1 11 
M4 Annual report year 1 with compilation, evaluation, 
and application of national research 
12 
M5 Minutes of workshop on results of year 2 23 
M6 Annual report year 2 with extension of existing 
national research and research niches 
24 
M7 Minutes of workshop on results of year 3 35 
M8 Final report with integrated research on quantified 
risks, impact and footprint of shale gas 
development 
36 
5. Participants and Human Resources 
Name1 
(acronym) 
Country 
(sorting 
criterium) 
Role2 Associated 
to (if 
associate) 
Human 
Resource 
committed 
(py/y) 
TNO Netherlands JP/SP - Coordinator 1.5 
Uni Min Geol St. Ivan Rilski Bulgaria Participant 7 
VSB- Technical Uni Ostrava Czech 
Republic 
Participant 1.5 
GEUS Denmark Associate IFPEN 0.5 
IFPEN France Participant – Coordinator 
SP1 
0.5 
University of Athens Greece Participant 10 
SINTEF Norway Participant - Coordinator 
SP2 
1 
Polish Geological Institute Poland Participant 5 
INIG - Oil and Gas Institute Poland Participant 2 
AGH - University of Krakow Poland Associate PGI x 
LNEG Portugal Participant - Coordinator 
SP4 
0.5 
IGME Spain Participant 2.5 
UK Energy Research Centre United 
Kingdom 
Participant - Coordinator 
SP6 
7.45 
Total 39.45 
Name WP3.1 WP3.2 WP3.3 WP3.4 WP3.5 WP3.6 SP3 
py/y 
TNO 0.4 0.4 0.2 0.2 0.2 0.1 1.5 
Uni Min Geol St. Ivan Rilski x x x x x 0 7 
VSB- Technical Uni Ostrava 0.5 0.2 0 0.3 0.5 0 1.5 
GEUS 0.1 0.1 0.1 0.1 0.1 0 0.5 
IFPEN 0 0 0 0 0 0.5 0.5 
University of Athens 2 2 0 2 2 2 10 
SINTEF 0.2 0.2 0.2 0.2 0.2 1
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Polish Geological Institute 1 1 0.5 1 1 0.5 5 
INIG - Oil and Gas Institute 0 1 0 0 1 0 2 
AGH - University of Krakow x x x x 0 0 x 
LNEG 0 0 0.5 0 0 0 0.5 
IGME 0.5 0.5 0 0.5 0.5 0.5 2.5 
UK Energy Research Centre 1.5 0.5 0.1 2.7 2 0.65 7.45 
TOTAL 6.2 5.7 1.6 7 7.5 4.45 39.45 
1Full names of institutes and summaries of their track record and contributions to SP3 are listed below. 
2Institutes with a total contribution of min. 5 py/y to the whole JP are listed as participants. 
3UKERC is coordinating contributions from institutes in the United Kingdom (combined py/y for UK 
institutes is given). 
List of institutes and summaries of their track record and contributions to SP3 (listed by 
country): 
Czech Republic institutes: 
VSB-Technical University of Ostrava 
Prof. Pavel Danihelka- Head of the Laboratory of Risk Research and Management, 
pavel.danihelka@vsb.cz 
Cooperation with the Czech Ministry of Environment on the conception of environmental security, 
participation on crisis plans of the MoE (WP3.1) 
Common research activities with the society Vodní zdroje Chrudim (Water resources Chrudim) on the 
field of water sources and management (WP3.4) 
Preparing methodologies of major accidents impacts on environment (WP3.5) 
Danish institutes: 
Geological Survey of Denmark and Greenland (GEUS) 
Dr. Peter Britze- Head of Reservoir Department, pbr@geus.dk 
Coordination SP1, contribution in WP3.1-3.5 
Dutch institutes: 
TNO 
Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl 
SP coordination, contributions in all WP’s 
France institutes: 
IFP Energies nouvelles (IFPEN) 
Dr. William Sassi, william.sassi@ifpen.fr 
Environmental evaluation through LCA (WP3.6) 
Greek institutes: 
National and Kapodistrian University of Athens 
Prof. Vasileios Karakitsios- Director of the Department of Historical Geology and Paleontology, 
vkarak@geol.uoa.gr 
1999-2001 Scientific Responsible of the KAPODISTRIAS Project: Description, protection and 
promotion of the geologic and geomorphologic environment of Epirus. Funded by the University of 
Athens 
2009-2010: Geological and Paleontological findings of the extensive Ioannina Municipality area, 
aiming at the creation of the Ioannina Natural History Museum. Funded by the Ioannina Municipality. 
2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western 
Greece. ESF& National Funds (awaiting approval). (WP3.1) 
2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of 
perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal 
Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 
2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western 
Greece. ESF& National Funds (awaiting approval). (WP3.2)
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2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of 
perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal 
Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 
2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western 
Greece. ESF& National Funds (awaiting approval). (WP3.4) 
2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of 
perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal 
Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 
2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western 
Greece. ESF& National Funds (awaiting approval). (WP3.5) 
2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western 
Greece. ESF& National Funds (awaiting approval). (WP3.6) 
Norwegian institutes: 
SINTEF 
Dr. Maria Barrio- Vice President Gas Technology, Maria.Barrio@sintef.no 
Dr. Tore Skjetne, Tore.Skjetne@sintef.no 
Coordination SP2, contribution in WP3.1, 3.3-3.6 
Polish institutes: 
AGH University of Science & Technology 
Prof. Stanislaw Nagy- Head of Gas Engineering Department, stanislaw.nagy@agh.edu.pl 
Prof. Wojciech Górecki- Petroleum geology, wgorecki@agh.edu.pl 
Jan Macuda & Aleksandra Jamrozik (WP3.1) 
Recommended Practices Toward Addressing the Environmental Impact of 
Poland Shale Gas Development, for GTI Chicago (USA) 2012 
Stanislaw Nagy & Igor Kosacki (WP3.2) 
Integrated Reservoir, Exploration & Gas Extraction System for Shale Gas – 2013-1016 
Rafal Wisniowski & Stanislaw Stryczek (WP3.3) 
Effective technologies in geoengineering, conventional & non-conventional oil & gas reservoirs 
(including coal-bed methane) 2011-2014 
Optimization of drilling parameters, including the selection of drilling technology, tools, drilling fluids 
and cementing vertical and horizontal holes for shale gas 2013-2016 
Jan Macuda & Aleksandra Małysa (WP3.4) 
INIG- Oil and Gas Institute 
Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl 
Analysis and evaluating legal acts concerning human and environment safety proceeding during 
prospecting and exploitation works towards gas extraction from shale formations, commissioned by 
industry, confidential 
Analysis and evaluating legal acts concerning human and environment safety proceeding during 
prospecting and exploitation works towards gas extraction from shale formations, commissioned by 
industry, confidential 
Monitoring of toxicity of fracturing fluids and flowback water (WP4) 
Toxicity of fracturing fluids, their components and flowback water after fracturing will be tested with 
the use of standardised ecotoxicological tests battery (Microtox/DeltaTox, Daphtoxkit F magna, 
Thamnotoxkit F, Rotoxkit F, Ostracodtoxkit F, etc.) and MARA (Microbial Assay for Risk Assessment). 
Alternative fracturing fluid composition (WP2) 
In a case of high toxic components there will be analysed a possibility of a use of interchangeable 
chemicals of lowered toxicity, and with preservation of technological parameters of fracturing fluids. 
This will enable decrease in environmental hazard. 
Polish Geological Institute – National Research Institute (PGI-NRI) 
Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl (contact person for EERA) 
Dr. Monika Konieczyńska, Geology for Land Use Planning and Sustainable Development Program, 
monika.konieczynska@pgi.gov.pl (environmental impact specialist, WP3.1-3.6) 
Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.1) 
Environmental Impact of Hydraulic Fracturing Process in Exploration and Production of Shale Gas 
Environmental Aspects of Hydraulic Fracturing Treatment Performed on the Łebień LE-2H Well
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Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.2) 
Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.3) 
Environmental Impact of Hydraulic Fracturing Process in Exploration and Production of Shale Gas 
Environmental Aspects of Hydraulic Fracturing Treatment Performed on the Łebień LE-2H Well 
Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.4) 
Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.5) 
Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of 
Unconventional Hydrocarbon Resources (WP3.6) 
Spanish Institutes: 
Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) 
Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, ro.martinez@igme.es 
(WP3.1, 3.2, 3.4-3.6) 
IGME has developed very recently a very detailed study of the impact of coal mining and coal tailings 
on human health and ecosystems. This experience can be very useful for this JP. (WP3.1) 
IGME has developed a first study of the potential impact of hydraulic fracturing, including 
groundwater contamination and induced seismicity (WP3.2) 
IGME study on potential impacts also includes water management and disposal (WP3.4) 
CIEMAT, who is supporting IGME in this JP has developed methodologies for risk assessment in 
several underground activities, like CO2 storage or nuclear waste underground storage. (WP3.5) 
IGME will provide large experience in the use of monitoring techniques (WP3.6) 
UK institutes: 
UK Energy Research Centre (UKERC) 
Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk 
Dr. Nicola Combe- Knowledge Exchange Associate, n.combe@ukerc.ac.uk 
Coordination of contributions from institutes in the United Kingdom, coordination SP6 
British Geological Survey 
Dr. Nick Riley (WP3.4-3.6) 
Hydrochemistry of flowback fluids. Aquifer protection. 
Management of induced seismic risk. 
Durham Energy Institute 
Prof. Richard Davies (WP3.1-3.6) 
We are launching a multi-company consortium across 3 universities called ReFINE (Research 
Fracking in Europe). Hence significant interest in this theme and strong commitment. The staff are Dr 
Fred Worrall, Dr Simon Mathias, Professor Gillian Foulger, Professor Richard Davies, Professor 
Sarah Curtis, Professor Phil Macnaghten, Mr Laurence Williams, Mr Sam Almond and Dr Liam 
Herringshaw (Durham University). 
Durham University 
Prof. Sarah Curtis (WP3.1) 
Our extensive and ongoing research on hazard and risk provides the context for a study in which we 
are collaborating with colleagues in Quebec, Canada to explore scope for a health and social impact 
assessment of shale gas. This collaboration also links us to the Durham Energy Institute. 
We are happy to explore how through this established collaboration we may be able to contribute to 
work in EERA, and provide scope to extend the perspectives considered beyond EU countries 
University of Edinburgh 
Dr. Stuart Gilfillan & Prof. Stuart Haszeldine (WP3.4) 
Geochemical tracing of groundwater pollution from unconventional gas production - This study will 
establish a methodology to categorically resolve methane sources in groundwaters and hence 
determine if pollution by gas extraction has occurred. The work will establish the C and H stable 
isotope, noble gas composition and radiocarbon content of coal bed methane and shale gas from 
producing fields and backflow production waters in the UK and USA. These will be compared to the
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composition of natural shallow groundwaters in regions where pollution is thought to have occurred. 
Analysis of these samples will provide further understanding of the effectiveness of the different natural 
tracers in fingerprinting contamination of groundwaters. 
Prof. Ian Main, Dr. Andrew Bell & Dr. Mark Naylor (WP3.5) 
'Robust Assessment and Communication of Environmental Risk', NERC consortium grant 
NE/J016438/1, under the Probability and Uncertainty in Risk Estimation (PURE) programme 
'Strategies and tools for Real Time Earthquake Risk Reduction' (REAKT), EU FP7 grant 
‘Localizing signatures of catastrophic failure (LOCAT)’, ERC Complexity-Net pilot call, EPSRC Grant 
EP/I018492/1 
‘Earthquake and Failure Forecasting in Real Time (EFFORT): from controlled laboratory tests to 
volcanoes an earthquakes’, NERC Grant NE/H02297X/1 
‘Managing uncertainty in Complex Earth Systems’ Scottish Government and Royal Society of 
Edinburgh Fellowship 
Jeremy Turk (WP3.6) 
MSc paper on fugitive emissions modelling for global shale gas production based on Howarth (2011) 
numbers applied to ARI basin resource estimates. Production scaled linearly from US growth of 
production 2008-2012 towards 2035 estimate of 45% of gas production. 
University of Leeds 
Prof. Quentin Fisher (WP3.4) 
The analysis of flowback water and development of treatment strategies. 
Integrated Water Resource Management projects in Ethiopia, Zambia and Zimbabwe. 
6. GANT Chart 
Research tasks within WP1-4 can be performed in parallel, according to the following timeline: 
I-WP1-4 (year 1) Compilation and evaluation of national research 
II-WP1-4I (year 2) Extension of research and addressing research niches that are specific for the 
European Union 
III-WP1-4 (year 3) Integration of the research, development of standard methodologies, and 
dissemination of quantified risks, impact and footprint. 
IV-WP5 WP5 research tasks, require input from WP1-4 and will start after finishing I. 
Research tasks within WP5 can be performed in parallel. 
V-WP6 WP6 research tasks, require input from WP1-5 and will start after finishing II. 
Research tasks within WP6 can be performed in parallel. 
VI-WP1-6 Dissemination through workshops and website (joint activity in all WP’s) 
VII-WP1-6 Reporting (joint activity in all WP’s) 
Activity Q 1 2 3 4 5 6 7 8 9 10 11 12 
I-WP1-4 
II-WP1-4 
III-WP1-4 
IV-WP5 
V-WP6 
VI-WP1-6 M2 M3 M5 M7 
VII-WP1-6 M1 M4 M6 M8 
R W/S W/S W/S 
W = workshop, R = report, Mx = milestone nr. X, S = annual status report 
7. Contact Point for the sub-programme on Environmental impact and 
footprint 
Jan ter Heege 
TNO-Petroleum Geosciences 
Princetonlaan 6, 3584 CB, Utrecht, The Netherlands 
Tel: +31652779124 
E-mail: jan.terheege@tno.nl
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SUB-PROGRAMME 4: Energy and Carbon 
Efficiencies and emissions to air 
A sub-programme within the Joint Programme Shale gas 
EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
Description of Work 
Version: 1.0 
Last modification date: 7-04-2013 
Dulce Boavida, LNEG
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SP4 Energy and carbon efficiencies and emissions to air 
Various studies have yielded a large variation in the estimated impacts of shale gas on the 
environment. There are concerns that even small leakages of methane and non-methane 
volatile organic compounds (NMVOC) during shale gas extraction may at least partly offset 
the effects of lower carbon dioxide and other emissions from its use in place of coal or oil. 
There is, however, different published work and opinions and neutral research based facts and 
evaluations are needed to help decision makers in Europe. 
The overall objective of this sub-programme is to align pre-competitive research activities at 
EERA institutes to give a technical-scientific basis to further knowledge on the potential 
contribution of shale gas production to greenhouse gas (GHG) and other gaseous emissions. 
The research in this sub-programme aims to establish such a knowledge basis and 
independent view on Energy and Carbon Efficiencies during the overall shale gas production 
chain as well as emissions to air of GHGs and air pollutants . It focuses on quantifying 
impact, footprint and risks for the European situation. This will be achieved by: 
- conducting pre-competitive research to answer a number of uncertainties regarding 
the level of emissions. 
- developing methods for calculating life cycle greenhouse gas emissions and 
harmonization with reference to conventional gas and coal. 
- improve emission estimations from shale gas well sources. 
- development of appropriate emission factors through gas sampling and compositional 
analysis. 
The work is organized into six work packages covering (1)Emissions from Pre-production 
Stage, (2) Emissions from Production Stage, (3)Ambient emissions around shale gas basins, 
(4) Assessment of the current GHG and air pollutant emissions reporting framework. 
The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) 
comprising an initial assessment of the technology status for the various countries and an 
identification of topics needing and benefiting from a united European effort. Periodic reports 
will be elaborated as well as yearly meetings to discuss the achievements. 
Eight European research institutes have signalized their capabilities to perform the research 
outlined in this sub-programme (~10,7 py in total).
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1. Background 
The GHG and other gaseous emissions from shale gas production have been the subject of a 
number of studies in the USA since 2010. These studies have yielded a large variation in the 
estimated impacts of shale gas on the environment. There are concerns that even small 
leakages of methane and non-methane volatile organic compounds (NMVOC) during shale 
gas extraction may at least partly offset the effects of lower carbon dioxide and other 
emissions from its use in place of coal or oil. Next, to GHG emissions, serious air quality issues 
have emerged in the US besides the groundwater and water pollution issues. There is, however, 
different published work and opinions and neutral research based facts and evaluations are 
needed to help decision makers in Europe. Parasitic consumption required for production, 
including sub‐surface manipulation, product clean‐up and separation and other activities 
require a careful analysis to understand the energy and carbon emission of the sources, which 
will themselves, depend on the specific extraction and processing systems devised. Accurate 
knowledge of this is critical to safe exploitation decisions and regulation. 
Overall, these emissions from shale gas are dominated by the extraction stage. Significant 
emissions also arise from the well completion, gas processing and transmission stages, but the 
overall significance of these pre-extraction stages is less. Emissions during extractions can be 
divided into three main sources: 1) Combustion of fossil fuels to drive the engines of the 
drills, pumps and compressors, etc, required to extract natural gas onsite, and to transport 
equipment, resources and waste on and off the well site; 2) Fugitive emissions that escape 
unintentionally during the well construction and production stages; and 3) Vented emissions 
resulting from natural gas that is collected and combusted onsite (flaring) or vented directly to 
the atmosphere, in a controlled way. 
The research in this sub-programme aims to establish such a knowledge basis and 
independent view on Energy and Carbon Efficiencies and Emissions to Air during the overall 
shale gas production chain as well as emissions to air of GHGs and air pollutants . It focuses 
on quantifying impact, footprint and risks for the European situation. 
2. Objectives 
The overall objective of this sub-programme is to align pre-competitive research activities at 
EERA institutes to give a technical-scientific basis to further knowledge on the potential 
contribution of shale gas production to greenhouse gas (GHG) and other gaseous emissions. 
These emissions need to be placed in perspective compared to other energy sources. Their 
impact on climate and environmental goals as defined by the EC in its thematic strategy and 
climate action plans need to be assessed. The focus is to create a common research agenda 
that advances the knowledge base and accelerates progress in removing environment barriers 
and developing innovative technology solutions. 
The sub-programme (SP) on Energy and Carbon Efficiencies and Emissions to Air is a sub-programme 
of the EERA Joint Programme on Shale Gas. This sub-programme is addressing 
the main shale gas process stages: Pre-production and production. The SP comprises the 
following four workpackages (WP): 
WP1 - Emissions from Pre-production Stage – aims to conduct pre-competitive research to 
answer a number of uncertainties regarding the level of emissions associated with the well 
completion stage.
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WP2 - Emissions from Production Stage – aims at developing methods for calculating life 
cycle greenhouse gas emissions and harmonization on extant shale gas LCA literature with 
reference to conventional gas and coal. It will quantify air pollutant emissions from the in-use 
equipment. 
WP 3- Ambient emissions around shale gas basins - aims to improve emission estimations 
from shale gas well sources, including a greater focus on ambient measurements around shale 
gas basins to assess the regional air quality impacts and conduct back-trajectory modelling 
verification of fugitive methane and NMVOC leaks from gas production facilities. 
WP4 - Assessment of the current GHG and air pollutant emissions reporting framework - 
aims to take into account the different circumstances in Europe, and how this may influence 
overall emissions. In order to ensure the effective control of GHG and air pollutant emissions 
from potential shale gas development in Europe it is important to ensure that emissions, 
where they arise, are reported. For GHG this involves the reporting to UNFCCC through the 
National Inventory Reports, for air pollutants (NOx, NMVOC) reporting under the NEC 
directive is compulsory. This information is important for understanding the net impact of any 
shale gas installations, and for assessing the impacts of control measures, and the potential for 
further controls. Development of appropriate emission factors through gas sampling and 
compositional analysis will be required to ensure that emission factors reflect the local shale 
gas composition. 
3. Description of foreseen activities (including time line) 
Within each of the four work packages of SP4, research activities are structured in tasks (T). 
The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) by 
several research institutes with proven track record in the individual research tasks. During 
the first year, the main focus will be on the compilation of MS and Norway status of research 
on the Energy and Carbon Efficiencies and Emissions to Air of shale gas development, 
creating an agenda for common research. During the second year, the main focus will be on 
the extension of existing research and on addressing research niches that are specific for the 
European Union as a whole rather than for individual member states alone. During the third 
year, the main focus will be on integration of the research, development of common proposal, 
and on dissemination of shale gas development within Europe. 
This sub-programme has strong links with all other sub-programmes in the Joint Programme, 
but mainly with SP2 on technology for safe and efficient exploitation in relation to safety and 
footprint of shale gas production techniques, with SP3 on Environmental impact & footprint 
in relation to the footprint of gas emissions at well sites, and with SP6 on public perceptions 
in relation to independent and reliable assessment of risks, impact and footprint of shale gas 
development in Europe. 
Initially, the sub-programme will rely on research activities and funding available at the 
participating institutes. Additional funding, through the preparation of joint research proposals 
will be sought as the programme progresses. 
Research activities (tasks) carried out in the four work packages are outlined below. All tasks 
contribute to the objectives described in section 2. In all work packages, it will also be 
evaluated to what extent practices from large scale shale gas development in the USA can be 
applied to Europe.
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WP1 - Emissions from Pre-production Stage – Pre-Production-related GHG emissions 
include: emissions from roads and well-pad construction; from diesel engines and 
compressors used during drilling. (T1.1) – Identification of the different possible sources and 
types of emissions. This will be used to produce a list of possible emission reduction 
techniques that can be applied (T1.2). 
WP2 - Emissions from Production Stage – The methodologies and assumptions of studies 
examined greenhouse gas (GHG) emissions and air pollutants from shale gas production are 
different, and have resulted in various conclusions on the potential emissions. The GHG 
balance of shale gas has to take into account all GHG air emissions related to the production, 
transportation, and end-use of shale gas. (T2.1) LCA literature review on gaseous emissions 
from shale gas production with reference to conventional gas and coal. (T2.2) Developing 
methods for calculating life cycle greenhouse gas emissions and harmonization on extant 
shale gas LCA literature with reference to conventional gas and coal. (T2.3) Indicative 
calculation of air pollutant emissions during shale gas production for a representative case. 
WP 3- Ambient emissions around shale gas basins – (T3.1) Identification and estimations of 
the different emission from shale gas well sources, including a greater focus on ambient 
measurements around shale gas basins. (T3.2) to assess the possible regional air quality 
impacts and conduct back-trajectory modelling verification of fugitive methane leaks from 
gas production facilities. The possibility of coordinate air pollutant measurement campaigns 
and scenario modeling using CTM LOTOS-EUROS, will be evaluated (T3.3). 
WP4 - Assessment of the current GHG and air pollutants emissions reporting framework - In 
order to ensure the effective control of GHG emissions from potential shale gas development 
in Europe it is important to ensure that emissions, where they arise, are reported. This 
information is important for understanding the net impact of any shale gas installations, and 
for assessing the impacts of control measures, and the potential for further controls. 
(T4.1)To analyze the representativeness of the US-based emission factors and estimates for 
the European situation. This will be done in collaboration with the shale gas exploitation 
experts in the consortium as best practices and characteristics of the shale gas layers and shale 
gas composition will be crucial for such an assessment. (T4.2) Air pollutant emissions from 
future shale gas exploration and exploitation will be put in perspective to other sources 
through bottom-up emission calculations. (T4.3)Development of appropriate emission factors 
through gas sampling and compositional analysis will be required to ensure that emission 
factors reflect the local shale gas composition. 
4. Milestones 
M1 Report with the identification of all possible 
sources and types of emissions. 
6,12 
M2 Annual report 12,24,36 
M3 Website for dissemination of results 12 
M4 Minutes of workshop on results of year 1,2,3 12,24,36 
M5 Integrated research agenda 18 
M6 Final report with integrated research agenda 36
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5. Participants and Human Resources 
Name WP4.1 WP4.2 WP4.3 WP4.4 SP4 
py/y 
LNEG 0.5 0.5 1 1 3 
Uni Min Geol St. Ivan Rilski x x x 0 5 
TNO 0 0.2 0.1 0.2 0.5 
University of Groningen 0 0 0.5 0 0.5 
SINTEF 0.5 0.5 0 0 1 
Polish Geological Institute 0.5 0.5 0.5 0.5 2 
INIG - Oil and Gas Institute 0 0 0 2 2 
UK Energy Research Centre 0.3 0.5 0.2 0.7 1.7 
Total 1.8 2.2 2.3 4.4 15.7 
List of institutes and summaries of specific elements in their track record and contributions with 
special relevance to SP4 (listed by country): 
Bulgarian institutes: 
University of Mining and Geology "St. Ivan Rilski" 
Dimitar Merachev, exploration geologist – dimerachev@gmail.com 
Dutch institutes: 
TNO 
Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl 
UNIVERSITY OF GRONINGEN 
Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl 
Norwegian institutes: 
SINTEF 
Dr. Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no 
Polish institutes: 
INIG- Oil and Gas Institute 
Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl 
with 
SP4 
Uni Min Geol St. Ivan Rilski Bulgaria Participant 5 
TNO Netherlands Participant – Coordinator 
SP3 
0.5 
University of Groningen Netherlands Participant 0.5 
SINTEF Norway Participant – Coordinator 
SP2 
1 
Polish Geological Institute Poland Participant 2 
INIG - Oil and Gas Institute Poland Participant 2 
LNEG Portugal Participant - Coordinator 
SP4 
3 
UK Energy Research Centre United 
Kingdom 
Participant – Coordinator 
SP6 
1.7 
Total 15.7
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Polish Geological Institute – National Research Institute (PGI-NRI) 
Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.p l 
UK institutes: 
UK Energy Research Centre (UKERC) 
Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk 
Dr. Nicola Combe- Knowledge Exchange Associate, n.combe@ukerc.ac.uk 
6. GANT Chart 
Activity / Quarters 1 2 
3 4 5 6 7 8 9 10 11 12 
WP1: Emissions from Pre-production 
WP2: Emissions from Production 
WP3: Ambient emissions 
WP4: Reporting framework 
Report with the identification of all possible 
sources and types of emissions 
M1 M1 M1 
Annual report of activities M2 M2 M2 
Website M3 
Annual workshop M4 M4 M4 
Research agenda M5 
Final Report M6 
7. Contact Point for the sub-programme on Energy and Carbon Efficiencies 
and Emissions to Air 
Dulce Boavida 
LNEG 
Estrada do Paço do Lumiar, 22, edif. J 
Tel: +351 210924778 
E-mail: dulce.boavida@lneg.pt
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EERA 
EUROPEAN ENERGY RESEARCH ALLIANCE 
SUB-PROGRAMME 5: A Social Licence to Operate? 
An sub-programme within the: 
Shale gas 
Description of Work 
Version: 4 
Last modification date: 20-12-2013 
Michael Bradshaw & Nicholas Pidgeon - UKERC
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SP5 Social License to Operate 
This sub-program analyses a range of interrelated issues that are captured by the concept of 
the ‘Social Licence to Operate?’ These can be conceived of two high level inter-related 
issues: first the impact of shale gas development on the wider economy and energy strategy 
and the efficacy of existing regulatory regimes to manage the environmental, social and 
economic impacts of shale gas exploration and development. Second, wider national public 
attitudes and engagement in relation to the shale gas industry and specific community 
responses to shale gas drilling in particular locations. This Sub-Programme is organised 
around five work packages (WPs) that together produce an integrated assessment of the issues 
that need to be addressed to both maximise the potential benefits of shale gas development, 
while, at the same time, minimising the social, economic and environmental costs at both the 
community scale and the wider scale of national economies and the EU. 
1. Background 
The scientific rationale for this sub-programme is that the unfolding public debate on shale 
gas development in Europe suggests that it is not advisable to separate the issues of the impact 
on the wider economy and energy system and the regulatory and governance issues from 
those of public perceptions, engagement and acceptance (or not). In the UK at present the 
conflict over shale gas is framed around the benefits in terms of energy security and economic 
growth, on the one hand; and the costs in terms of local environmental impact and the wider 
issue of climate change policy, on the other hand. In such a context, the development of a 
‘shale gas regime’ that encompasses both the specific regulatory and planning processes and 
the wider issues of economic benefit and energy policy is essential to gaining wider public 
acceptance. At the same time, the tensions between developing unconventional fossil fuels to 
address energy security in the wider context of decarbonisation also needs to be considered. 
Thus, an integrated approach to all of the issues surrounding the ‘Social License to Operate?’ 
makes scientific sense. 
2. Objectives 
The sub-programme has the following key objectives: 
11.To improve understanding of the potential impact of shale gas activities on the wider EU 
economy and energy system. 
12.To examine the regulatory and governance challenges presented by shale gas development 
at local, national and European scales. 
13.To provide an in-depth understanding of European public awareness, knowledge about, 
and acceptability of shale gas technology and its potential deployment in EU Countries. 
14.To understand the origins of community and national level activism and the legitimate 
concerns stemming from perceptions of uncertainty and risks, critical to guide effective 
public engagement around shale gas exploitation.
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15.To suggest strategies of dialogue between policy makers, NGOs, industrial stakeholders 
and the public regarding the social license to operate. 
3. Description of foreseen activities (including timeline) 
WP1 Assessment of the impact of shale gas on the economy and the energy system 
WP 1 considers the impact that shale gas development might have on EU energy strategy and 
on the wider economy. On the one hand, might a significant increase in indigenous gas 
production in the EU lessen dependence on imports from non-EU countries, such as Russia, 
Norway and the Middle East? On the other hand, if the gas price decreases as a result of large 
volumes of shale gas on the market (both from domestic production and as LNG), might the 
transition to a sustainable (low carbon) energy system in Europe be delayed? At the same 
time, what impact might access to cheaper gas have on the EU’s industrial economy? The 
development of shale gas also raises issues about supply chain management in the gas 
industry and the wider economic multiplier associated with shale gas exploration and 
production. Can industry respond quickly enough to provide the necessary drilling equipment 
and associated infrastructure or will failures in this area limit the pace of development and its 
wider economic impact? How might government interventions promote (or constrain) the 
exploitation of Europe’s shale gas potential? In some EU member states, tax incentives have 
been suggested, as has the streamlining of regulatory procedures, to encourage shale gas 
exploration activity, while other states have banned shale gas drilling completely. Activities 
will include investigation of: 
· The impact of shale gas on the European, regional, and national economies. 
· The impact of shale gas on the global and European gas markets. 
· The impact of shale gas on the transition towards a carbon neutral energy system. 
We intend to explore these issues at a European level, developing cumulative emissions 
scenarios for the energy systems as a whole and exploring the impact of key sensitivities, such 
as the LCA performance of CCS. Our past work also included a bottom up emissions 
accounting exercise (similar to SP4) using secondary data but we do not intend to repeat this 
exercise. 
WP2 Examination of the regulatory and governance challenges presented by shale gas 
development at local, national and European Scales. 
In WP2 the existing regulations related to shale gas extraction will be analysed in the EU 
member states, with respect to the Mining Act, Environmental Laws and Spatial Planning 
Laws. Clearly, any future shale gas activities should be supported by a robust legal framework 
and set of regulations on the EU and Member State level. As the future for shale gas 
extraction in Europe may well hinge upon the critical question of public acceptability, the 
subject of later work-packages, this WP will have to consider both national attitudes and risk 
perceptions, and responses at a local level. At a local level, shale gas development will set the 
objectives of national government and the wider community – to achieve affordable and 
reliable supplies of energy – against those of the local communities asked to bear a variety of 
disruptions alongside possible uncertain environmental or health risks. The analysis extends 
beyond the conventional confines of state-based regulatory systems to envisage what a ‘shale 
gas governance regime’ that incorporates a wider range of stakeholders might look like. Such 
a regime is essential to gaining public acceptance of shale gas development. Key activities 
will include: 
· The supply chain dimensions of shale gas development in an EU context
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· Assessment of legal framework requirements for shale gas activities 
· Implementation issues and best-practices. 
· Piloting of ‘concern assessment’ methodologies for incorporating risk perceptions. 
WP3 Policy Framings and Social Representations. 
In WP3 we will seek to establish an understanding of the emerging policy framings of shale 
gas at a national and European level. This work-package will involve preliminary exploration, 
through documentary analysis and interviews, of how the varied stakeholders (policy, 
business, civil society) view shale and its place in the future European energy and 
decarbonisation landscape. Related work could also explore media images and reporting over 
time to map the shifting social representations of shale gas. This work also involves analysis 
of the role of civil society, in particular anti-shale gas activists, in framing the debate and 
shaping public opinion. The work will also aim to explore key cross-nation differences, their 
relationship to the historical context of energy use and exploitation in any particular EU 
member State, the potential for key stakeholder mobilisation, and lessons from past 
controversies with analogous energy technology issues (e.g. CCS, radioactive waste disposal, 
wind energy siting etc.). 
WP4 National Studies of Public Perceptions of Risks and Benefits of Shale Gas 
Extraction. 
WP4 is a critical baseline data gathering task, and one where we currently have very little 
hard evidence. It is aimed at obtaining a comprehensive empirical analysis of public 
perceptions of shale gas in Europe, and to understand which factors underlie these 
perceptions. In the same way that Carbon Capture and Storage Technologies and other 
examples in the energy domain have been studied recently, this work will require very careful 
methodological development. The aim will be to develop qualitative bottom-up studies of 
people’s interpretations of shale gas, and then to combine these with more informed-preference 
type survey techniques to elicit risk and benefit perceptions of shale gas, how this 
is related to acceptability of shale gas, and factors shaping perceived risks and benefits. 
WP5 Community Responses to Shale Gas Proposals. 
WP5 explores a critical emerging research need is to study how affected communities are 
responding to shale gas issues when local proposals are put forward, and how perceptions 
may differ from those expressed in the national samples. Critical research questions include: 
How do responses differ from national samples and to what extent can local contextual factors 
account for this, next to individual factors? What is the potential for both community 
mobilisation and dialogue in the face of shale gas proposals? How can public concerns best be 
addressed (e.g. by changes in relevant technologies, regulation, information provision, or 
compensation)? Can we apply and adapt innovative methods of ‘social impact assessment’, 
alongside more traditional environmental impact assessments? Empowering communities to 
participate in decision making, utilising deliberative community engagement methods, and by 
changes in relevant technologies, regulation, governance, information provision, and other 
approaches to responsible innovation will be needed to forge a social licence to operate, 
increased wellbeing and social sustainability. 
4. Milestones 
Milestone Measurable Objectives Project Month 
M1 Scoping report for WP1-6 6
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M2 Minutes of workshop on results of year 1 11 
M3 Annual report year 1 with compilation, evaluation, 
and application of national research 
12 
M4 Minutes of workshop on results of year 2 23 
M5 Annual report year 2 with extension of existing 
national research and research niches 
24 
M6 Minutes of workshop on results of year 3 35 
M7 Final report with integrated research on risk 
perceptions and community responses 
36 
5. Participants and Human Resources: WP 1& 2 
Name Country Role Associated 
with 
Human 
Resources 
committed to SP5 
ECN Netherlands Participant - 
Coordinator SP5 
2.5 
Geological Survey of 
Belgium 
Belgium Associate TNO 1 
Uni Min Geol St. Ivan Rilski Bulgaria Participant 5 
VSB- Technical Uni Ostrava Czech 
Republic 
Participant 1.5 
IFPEN France Participant – 
Coordinator SP1 
0.5 
RWTH Aachen Germany Associate GFZ 
Potsdam 
0.5 
TNO Netherlands Participant – 
Coordinator SP3 
0.5 
University of Groningen Netherlands Participant 1.2 
Polish Geological Institute Poland Participant 0.5 
IEN - Instytut Energetyki Poland Associate PGI 1 
IGME Spain Participant 0.5 
UK Energy Research Centre United 
Kingdom 
Participant – 
Coordinators SP5 
3.35 
British Geological Survey United 
Kingdom 
Associate UKERC 18.05 
Name WP5.1 WP5.2 SP5 py/y 
Geological Survey of Belgium 1 1 
Uni Min Geol St. Ivan Rilski x X 5 
VSB- Technical Uni Ostrava 1 0.5 1.5 
IFPEN 0.5 0.5 
RWTH Aachen 0.5 0.5 
TNO 0.25 0.25 0.5 
ECN 2.5 2.5 
University of Groningen 1.2 1.2 
Polish Geological Institute 0.5 0.5
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IEN - Instytut Energetyki 1 1 
IGME 0.5 0.5 
UK Energy Research Centre 2.35 1..4 3.35 
TOTAL 9.1 3.95 18.05 
Participants (WP 1 & 2) 
Belgian institutes: 
Royal Belgian Institute of Natural Sciences, Geological Survey of Belgium 
Kris Piessens, geologist, Kris.Piessens@naturalscienecs.be 
Bulgarian institutes: 
University of Mining and Geology St. Ivan Rilski 
Dimitar Merachev, exploration geologist – dimerachev@gmail.com 
Nikola Sechkariov, exploration geologist – nikola.sechariov@gmail.com 
Nikolay Hristov, exploration geologist – nk.hristov@gmail.com 
Czech Republic institutes: 
VSB-Technical University of Ostrava 
Prof. Pavel Danihelka- Head of the Laboratory of Risk Research and Management, 
pavel.danihelka@vsb.cz 
France institutes: 
IFP Energies nouvelles (IFPEN) 
Dr. William Sassi, william.sassi@ifpen.fr 
RWTH Aachen University 
Bernhard M. Kroos - Research scientist, Bernhard.krooss@emr.rwth-aachen.de 
Netherlands institutes: 
TNO 
Dr. Christian Bos, Energy Markets, Christian Bos@tno.nl 
Coordination JP Shale Gas, Coordination SP3 
TNO is working on a dynamic gas market model within the EDGAR program, which is 
capable of simulating the market pricing and security of supply by using agent based 
technology. This model can be expanded to include the impact of shale gas on the European 
market. 
University of Groningen 
Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl 
Martha Roggekamp 
ECN 
Dhr. Jeroen de Joode, dejoode@ecn.nl 
Coordination SP5 
Polish institutes: 
Instytut Energetyki (IEn) 
Dr Andrzej Slawinski - IEn’s Director Representative and Head of Energy Research 
Integration Centre CENERG, andrzej.slawinski@ien.com.pl
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The Institute provides analysis and case studies of energy economics and the development of 
energy strategie. 
Polish Geological Institute – National Research Institute (PGI-NRI) 
Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl (WP3.1-3.6) 
Spanish Institutes: 
Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) 
Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, 
ro.martinez@igme.es 
UK institutes: 
UK Energy Research Centre (UKERC) 
Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk 
Prof. Michael Bradshaw, Professor of Human Geography, University of Leicester (after 1st 
January 2014 the Warwick Business School), mjb41@le.ac.uk. Michael Bradshaw will play a 
coordinating role in relation to WP 1 & 2 and together with Prof Nick Pidgeon 
(UKERC/Cardiff) will manage and coordinate SP5. 
Dr. Valeria Brancifortia- Knowledge Exchange Associate, v.branciforti@uker.ac.uk 
Coordination SP5 
Dr John Broderick, University of Manchester 
Tyndall Manchester is an interdisciplinary research centre with an international reputation 
for delivering cutting-edge and impartial analyses on energy and climate change. We have 
been investigating the climate change implications of shale gas developments for the past two 
years primarily focussing on the combustion emissions of the gas itself, rather than fugitive 
and other emissions from hydraulic fracturing. 
We have considered the cumulative quantities of emissions that may be released by the 
extraction and combustion of shale gas and the implications of expansion of the industry in 
the UK in two reports (Wood et al 2011, updated as Broderick et al 2011). 
Dr John Broderick and Prof Kevin Anderson have also developed capital cost estimates 
comparing a UK shale gas industry with renewable electricity generation and have shared 
these outputs in European Parliamentary workshops, presentations and reports to the 
Environment and Petitions Committee. 
6. Participants and Human Resources: (WP 3, 4 & 5) 
Name Country Role Associated to 
(if associate) 
Human Resource 
committed 
UKERC UK Participant – SP5 
Coordinator 
1.6 
ITAS D Participant 1 
TNO NL Participant – Coordinator SP3 0.5 
ECN NL Participant – Coordinator SP5 2.5 
RUG NL Participant 4.2 
LNEG PT Participant – Coordinator SP4 0.6 
VSB-TUO CZ Participant 2.0 
BGS UK Associate UKERC 0.1 
12.5 
This needs to be reworked around the 3 WPs 
Name WP6.1 WP6.2 WP6.3 WP6.4 WP6.5 WP6.6 SP6 
py/y
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VSB- Technical Uni Ostrava 1 1 2 
ITAS x X X 1 
TNO 0.1 0.2 0.2 0.5 
ECN 0.5 0.5 0.5 0.5 0.5 2.5 
University of Groningen 2.2 2 4.2 
LNEG 0.6 0.6 
UK Energy Research Centre 0.1 1.0 0.6 1.7 
TOTAL 0.2 5.5 3.7 0.5 1.1 0.5 12.5 
Participants (WP 3,4, & 5) 
UKERC, United Kingdom 
Professor Nick Pidgeon, 
EERA JP Shale Gas Joint-Coordinator SP5, Cardiff University, Understanding Risk Research 
Group, School of Psychology, Cardiff CF10 3AT 
pidgeonn@cardiff.ac.uk 
UKERC will provide the coordination role through Cardiff University’s Understanding Risk 
research group which currently researches public engagement and risk perceptions around 
energy and emerging technologies (nuclear power, renewable energy, nanotechnologies, 
climate engineering, CCS). Topics will include how the public perceives technologies of shale 
gas (WP 6.3), and development and application of novel methodologies for publics 
deliberating shale from a ‘whole system’ perspective. UKERC will also conduct learning 
from experience with (radioactive waste, CCS, underground natural gas storage) as well as 
identifying potential resource conflicts (Associate, British Geological Survey, WP 6.1 and 
6.4). 
ITAS, Germany 
Julia Hahn, Institute for Technology Assessment and Systems Analysis (ITAS), Karlsruhe 
Institute of Technology, Karlsruhe Institute of Technology (KIT) Karlstrasse 11, D-76133, 
Karlsruhe, Germany 
julia.hahn@kit.edu 
Public perception of and public discourses about new technologies and their impacts are 
major topics of two research departments (“research areas”) within ITAS. They deal with 
various technologies, including storage of nuclear waste, nanotechnology, energy 
technologies and neurotechnologies. Shale gas would be added as another “new case” to this 
portfolio. (WP 6.3 and 6.4) 
TNO, The Netherlands 
Rene Peters, Coordinator EERA JP Shale Gas 
TNO, Stieltjesweg 1, 2628 CK Delft, The Netherlands 
Rene.peters@tno.nl 
TNO will contribute to institutional analysis of the actor networks around controversial issues 
in the physical-spatial domain, like shale gas, and the role of divisions between government, 
industry stakeholders, NGOs, local communities, knowledge institutes and media (WP 6.3). 
Identification, analysis and handling of risk factors in shale gas exploration and exploitation, 
based on comparison to other ‘controversial’ more acceptable energy technologies (WP 6.4), 
and assess public perception development in the Dutch shale gas cases Boxtel and Marknesse 
(WP 6.5).
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ECN, The Netherlands 
Jeroen de Joode 
Energy Research Centre of the Netherlands (ECN), P.O Box 1, 1755 ZG Petten, The 
Netherlands 
dejoode@ecn.nl 
The ECN has significant current national and EU activity and expertise in the study of public 
perceptions of CCS technologies, in methodologies for informed choice public surveys of 
perceptions of new technologies and change over time, and comparative studies of 
perceptions in different countries (e.g. Netherlands, Japan and Australia). ECN will contribute 
to the study of the development of national and community attitudes to shale in The 
Netherlands (WP 6.3 and 6.4) and to methodological work on deliberating shale gas from a 
whole systems perspective (WP 6.5). 
RUG, The Netherlands 
Dr J.A. Beaulieu, 
Groningen Energy and Sustainability Programme, University of Groningen, The Netherlands 
j.a.beaulieu@rug.nl 
The Environmental Psychology group at the University of Groningen (RUG) will focus on 
biases in judgements on risks and benefits, relationships between knowledge, values, 
perceived risks and benefits, and acceptability and shale gas. RUG is also a world leader on 
social impact assessment, which has transformed over time to become the process of 
managing the social issues and this methodology will be applied to the shale gas case. (WP 
6.4 and 6.5) 
LNEG, Portugal 
Dulce Boavida 
National Laboratory of Energy and Geology, Estrada da Portela, Bairro do Zambujal, 
Apartado 7586 – Alfragide, 2610-999 Amadora, Portugal 
dulce.boavida@lneg.pt 
LNEG, the National Laboratory of Energy and Geology, carries out research, testing and 
technological development activities mainly in the areas of energy and geology. We will 
conduct studies primarily of public perception in Portugal related to shale gas exploration and 
exploitation (WP 6.5). 
VSB-TUO, Czech Republic. 
Prof. Pavel Danihelk 
VSB-Technical University of Ostrava, 17. Listopadu, 708 33 Ostrava, Czech Republic 
pavel.danihelka@vsb.cz 
VSB-TUO is currently involved in a National Security Research Programme on risk 
communication. The atmosphere in the Czech Republic is currently rather negative against 
shale gas exploitation, including letters of opposition from communities potentially involved, 
suggesting that there is a lack of confidence and trust from the side of communities. The work 
would aim to understand the factors underlying this position (WP 6.5)
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i Unconventional Gas: Potential Energy Market Impacts in the EuropeaJoint Research Centre, 
Institute for Energy and Transport, 2012. 
ii HS Global Insight (Des. 2011). The Economic and Employment Contributions of Shale Gas in the US. 
iii Energy Technology Perspectives 2012, OECD/IEA, ISBN: 978-92-64-17488-7 
iv World Energy Outlook 2011, OECD/IEA 
v BP Statistical Review of World Energy, 2010 
vi Final report on unconventional gas in Europe, Philippe & Partners, Brussels, November 2011 
vii EU environmental framework applicable to shale gas practices, European Commission, Brussels, 
Vopel, 2012.

20131206 eera-shale gas-dow v4

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    COMMERCIAL-IN-CONFIDENCE DESCRIPTION OFWORK EERA Joint Programme on Shale Gas DoW EERA shale gas JP EERA EUROPEAN ENERGY RESEARCH ALLIANCE Version: 1.4 Last modification date: 03/04/2014 Contact person: Rene Peters, rene.peters@tno.nl Clarification on modifications made: Madelaine Halter inserted 8-11-13 Modification on SP 5 Madelaine Halter inserted 8-11-13 Modification on SP 6 Yvonne Schavemaker inserted 6-12-13 Modification on SP5 Madelaine Halter inserted 3-4-2014 Revised SP2 and SP5
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 2 THE EERA JOINT PROGRAMME ON SHALE GAS The Joint Programme on Shale Gas will establish a common knowledge platform for research on the potential, impact and safety of shale gas development in Europe. Existing technologies and methodologies will be evaluated and improved to establish an independent knowledge basis which is based on sound research by 26 independent research institutes from 15 European member states. The main drivers for setting up this program can be summarized as follows: · It is expected that fossil fuels will dominate the European energy mix to at least 2030 (vii) · The European Commission Energy Roadmap 2050 identifies gas as a critical fuel for the transformation of the energy system in the direction of more renewables and lower CO2 emissions (iii). · Shale Gas has proved to be a game changer in the US energy market; o Increase of gas on the market can make the country self-sufficient on gas (e.g., it drastically lowered the import of LNG) (v) o It has lowered the gas prices in the US (i.e. US gas prices decreased by a factor of ~3 over the last 4 years, and are a factor of ~3 lower compared to the EU) (i) o It created new jobs (i.e. 600 000 jobs are supported by the shale gas industry in 2010) (vi) There is a clear need for an independent knowledge basis addressing to what extent US practices can be applied to Europe · Shale gas source rocks are widely distributed around the world, but geological characteristics differ. Many EU member states are investigating their shale gas resources and may benefit from each other’s experience. · Shale gas may play an important role in security of energy supply in EU member states(i) · It is clear that shale gas will affect the European Union even if individual European countries choose not to pursue this resource Accelerated development of shale gas is accompanied by growing public concern regarding the environmental impact of shale gas exploitation. As the European continent is densely populated, public perception may play a much more prominent role than in remote areas where techniques with large surface impact are common practice (e.g., grid drilling in the US). A transparent and independent knowledge platform on Shale Gas within the framework of EERA will provide a research-based understanding of technology and methods that address these concerns. These drivers are the rationale behind the five sub programmes that will address the following topics: · Evaluate the total shale gas resources in Europe as a whole, and in the individual EU member states based on one robust and accepted methodology, supported by the participating research institutes. · Safe technologies and methods to improve exploitation, e.g. understand, monitor, control and predict the fracturing process, develop innovative fracturing fluids, proppants and explore fluid free techniques and set up best practices. · Assessment of the environmental impact and footprint of shale gas exploitation, of risk mitigation measures, and of boundary conditions for minimum environmental impact. · Assessment of energy and carbon efficiencies as well as the contribution of shale gas to greenhouse gas and other emissions to air. · Assessment the impact of shale gas on the economy and the energy system of Europe including advice on improvements for the overall legal framework. · Understanding the public awareness regarding shale gas development and develop optimum strategies for establishing the dialogue between policy makers, NGO’s and industrial stakeholders. The key expertise, equipment, and infrastructure of 26 independent research institutes from 15 European member states (total committed humane resource of 185 py/y) will be used to carry out the different research tasks within this Joint Programme.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 3 Contents THE EERA JOINT PROGRAMME ON SHALE GAS ..................................................................... 2 Contents ......................................................................................................................... 3 1. Background ........................................................................................................... 5 2. Value added .......................................................................................................... 6 3. Objectives ............................................................................................................. 6 1. Description of foreseen activities ......................................................................... 8 2. Milestones ............................................................................................................. 9 3. Participants and Human Resources ................................................................... 10 4. Infrastructures and facilities .............................................................................. 11 5. Management of the Joint Programme on Shale Gas .......................................... 11 6. Interface with other JPs ...................................................................................... 13 7. Risks .................................................................................................................... 14 8. Intellectual Property Rights of the Joint Programme on Shale Gas .................. 14 9. Contact Point for the Joint Programme on Shale Gas ....................................... 14 SP1 ASSESSMENT OF SHALE GAS POTENTIAL........................................................................ 16 1. Background ......................................................................................................... 17 2. Objectives ........................................................................................................... 17 4. Description of foreseen activities (including time line) ..................................... 18 5. Milestones ........................................................................................................... 19 5. Participants and Human Resources ................................................................... 20 6. GANT Chart ........................................................................................................ 26 7. Contact Point for the sub-programme on Assessment of Shale Gas Potential .. 26 SUMMARY RESEARCH ACTIVITY ON TECHNOLOGY FOR SAFE AND EFFICIENT EXPLOITATION ................................................................................................................................. 28 1. Background ......................................................................................................... 29 3. Objectives ........................................................................................................... 29 4. Description of foreseen activities (including time line) ..................................... 29 6. Milestones ........................................................................................................... 33 7. Participants and Human Resources ................................................................... 34 7. GANT Chart ........................................................................................................ 37 8. Contact Point for the sub-programme 2 on Safe and efficient exploitation ....... 38 SP3 ENVIRONMENTAL IMPACT & FOOTPRINT ...................................................................... 40 1. Background ......................................................................................................... 41 2. Objectives ........................................................................................................... 41 3. Description of foreseen activities (including time line) ..................................... 42 4. Milestones ........................................................................................................... 44 5. Participants and Human Resources ................................................................... 44 6. GANT Chart ........................................................................................................ 48 7. Contact Point for the sub-programme on Environmental impact and footprint 48 SP4 ENERGY AND CARBON EFFICIENCIES AND EMISSIONS TO AIR ............................... 50 1. Background ......................................................................................................... 51 2. Objectives ........................................................................................................... 51 3. Description of foreseen activities (including time line) ..................................... 52 4. Milestones ........................................................................................................... 53 5. Participants and Human Resources ................................................................... 54 6. GANT Chart ........................................................................................................ 55
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 4 7. Contact Point for the sub-programme on Energy and Carbon Efficiencies and Emissions to Air .................................................................................................. 55 SP5 SOCIAL LICENSE TO OPERATE ........................................................................................... 57 1. Background ......................................................................................................... 57 2. Objectives ........................................................................................................... 57 3. Description of foreseen activities (including timeline) ...................................... 58 4. Milestones ........................................................................................................... 59 5. Participants and Human Resources: WP 1& 2 .................................................. 60 6. Participants and Human Resources: (WP 3, 4 & 5) .......................................... 62
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 5 1. Background Shale Gas has proved to be a game changer in the US energy market, where its rapid increase in production is about to make the nation self-supplied with respect to gas and consequently drastically lowered the import of LNG (only 10% of the regasification capacity is required nowi). It has also lowered the internal gas prices (from an average of near $9/MBtu in 20081 to below $3/MBtu in 2012i) and created new jobs (shale gas supported 600 000 U.S jobs in 2010ii). Shale gas source rocks are widely distributed around the world, and looking to the US, many nations have now started to investigate their shale gas possibilities. Fossil fuels, such as oil, natural gas and coal are by far the largest sources of energy in the EU and are projected to dominate the European energy mix through to at least 2030. The 2°C Scenario of the Energy Technology Perspectives (IEA/OCDE) predicts decay in natural gas production after peaking in 2030. However, the share of unconventional gas worldwide is expected to increase from 12% (2009) to 24% (2035) and 34% (2050)iii. The European Commission Energy Roadmap 2050 identifies gas as a critical fuel for the transformation of the energy system in the direction of more renewables and lower CO2 emissions. It can be argued that in Europe natural gas replacing coal and oil undoubtedly will contribute to emission reduction in the short and medium term, and that natural gas will have a permanent role in the future energy mix provided a solution with CCSiii. The most important European driver for shale gas development is the potential for higher security of energy supply, since Europe currently imports 60% of its gas requirements, a number that is projected to rise to 80% by 2030iv. In some EU countries close to hundred percent of the gas is imported from Russiav. The possibility for lower energy prices that might come as the shale gas technology and experience develop is also a factor that is mentioned, as well as the possibility for jobs created by the shale gas industry. There are, however, several concerns related to shale gas exploration and production. The most frequently discussed ones are faith of chemical additives to in the water used during production, and in particular risk of polluting the ground water. There is also a debate on the GHG emissions of shale gas (CO2 and methane) and its energy efficiency compared to other energy sources. Concerns are also raised about land and surface impacts, noise and micro seismic events created by the production method. There are also questions about the total potential of shale gas in Europe as a whole and in the member states, since there is relatively little knowledge on the source rocks for the gas, their quality and distribution and how easily producible the gas is. Shale Gas basins are unevenly distributed among the EU member states and are not restricted within national borders, so EU co-operation issues related to rights and cost-benefit sharing will have to be addressed. The basins are transnational and knowledge could be easily transferred from one European country to another. i Unconventional Gas: Potential Energy Market Impacts in the European Union European Commission, Joint Research Centre, Institute for Energy and Transport, 2012. ii HS Global Insight (Des. 2011). The Economic and Employment Contributions of Shale Gas in the US. iii Energy Technology Perspectives 2012, OECD/IEA, ISBN: 978-92-64-17488-7 iv World Energy Outlook 2011, OECD/IEA v BP Statistical Review of World Energy, 2010 vi Final report on unconventional gas in Europe, Philippe & Partners, Brussels, November 2011 vii EU environmental framework applicable to shale gas practices, European Commission, Brussels, Vopel, 2012.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 6 With the European continent being densely populated, public perception issues will most certainly arise. Even though a recent study performed by the European Commission has concluded that its existing legal framework was adequate to address shale gas extractionvi,vii, there are, in terms of policies some points are not covered. Although different countries may have different political position, a sound common European knowledge basis could be helpful to this respect. The bottom line is that Shale Gas issues may well affect EU even if individual European countries choose not to pursue this resource. It is a potential opportunity for Europe, but requires a rapid and comprehensive response in terms of assessment of potential, technology, regulation and a facing a range of policy issues. Member states with an identified shale gas potential are already starting to act. 2. Value added The program establishes a common knowledge platform for development and evaluation of new technologies to improve the development of shale gas fields. The key expertise, equipment, and infrastructure of 24 research institutes from 15 European member states (total committed humane resource of 185 py/y) will be used to carry out the different research tasks. Contributing member states cover the most important geopolitical regions where shale gas development may play a (future) role. Shale gas development is at different stages in the contributing member states (i.e. from moratorium to full operation). Accordingly, most aspects related to shale gas can be covered in the joint program. Shale gas is not a national issue, it is a European issue. Several national shale gas initiatives have already been started, but they look into the topic primarily from the individual member states’ needs and points of view. It is, however, important to share knowledge, data and experience to obtain the best possible decision bases for all member states. Shale Gas basins are not restricted within national borders and neither should the knowledge. The European R&D institutions will provide independent research based knowledge for the public, politicians and decision makers. Public perception is a critical issue for all decision makers, and the public and politicians should get access to more balanced information sources than casual internet videos made by activists or streamlined information from industry lobbyists. In those areas where shale gas activities are undertaken, there is also a need for independent R&D in order to ensure continuous efforts to develop and use technology with less environmental impact. It is not possible to directly copy US shale gas production strategies. European gas shales are often located deeper and some have different rock properties. They are also present in more density populated areas. It is therefore necessary to evaluate different production strategies. More innovation will be needed in Europe compared to USA, and the industry will need support from R&D. 3. Objectives The main objective is to align and share research activities at EERA institutes related to Shale Gas exploration and production activities that cover the whole Shale Gas value chain for both industry and government. These R&D topics are divided into the following sub programmes (SP): 1. Assessment of shale gas potential 2. Technology for safe exploitation
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 7 3. Environmental impact & footprint 4. Energy and Carbon Efficiencies and Emissions to Air 5. A social license to operate are The objectives of the Sub-Programme 1 Assessment of shale gas potential are: 1. Review state of the art technologies for the assessment of shale gas potential and come to one EU-methodology. 2. Scientific and technological progress in the understanding of the nano to micro-scale structure of source rocks, their original depositional environment and evolution through geological time the reduction in uncertainties into the quantification of Shale Gas Potential (SGP). The objectives of the Sub-Programme 2 Technology for safe exploitation are: 1. Developing characterisation methods tailor made for gas shale reservoirs 2. Developing existing and innovative drilling techniques that improve borehole stability 3. Improving the understanding of fracture growth aiming at better control and prediction of the fracturing process 4. Developing innovative fracturing processes by using alternative fluids, new materials (proppants) and fluid-free fracturing techniques 5. Increased learning from ongoing production monitoring 6. Illustrating best practices of safe and efficient shale gas exploitation by means of field cases developed for typical European gas shales The objectives of the Sub-Programme 3 Environmental impact and footprint are: 1. Compile a comprehensive inventory of the potential impact and footprint of shale gas development 2. Quantify impact, footprint and risks associated with shale gas development 3. Determine potential risk mitigation measures and boundary conditions for minimum impact and footprint 4. Develop standardized methodologies to assess impact, footprint and risks of shale gas development. The objectives of the Sub-Programme 4 Energy and Carbon Efficiencies and Emissions to Air are to give a technical-scientific basis on: 1. The potential contribution of shale gas production to greenhouse gas (GHG) and other gaseous emissions. 2. Removing environment barriers and developing innovative technology solutions. The objectives of the Sub-Programme 5 A social license to operate are: 1. To improve understanding of the potential impact of shale gas activities on the wider EU economy and energy system. 2. To examine the regulatory and governance challenges presented by shale gas development at local, national and European scales. 3. To provide an in-depth understanding of European public awareness, knowledge about, and acceptability of shale gas technology and its potential deployment in EU Countries. 4. To understand the origins of community and national level activism and the legitimate concerns stemming from perceptions of uncertainty and risks, critical to guide effective public engagement around shale gas exploitation. 5. To suggest strategies of dialogue between policy makers, NGOs, industrial stakeholders and the public regarding the social license to operate.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 8 The objectives of the Sub-Programme 6 Field Case Data are: 1. To improve understanding of the environmental impact of shale gas activities in Europe on all environmental components (i.e. air, soil and soil gas, surface and groundwater); 2. To improve the overall legal framework for shale gas activities with respect to environmental constrains and access of data for research purpose; 3. To improve the geological database for resource estimations If possible, field cases will be developed for typical European gas shales to demonstrate the application of innovative production technologies and inform public on shale gas exploitation. Proper demonstration field cases of European gas shales are important for illustrating best practices of safe and efficient shale gas exploitation. Activities related to such field cases will link to all sub programme activities. 1. Description of foreseen activities SP1: Assessment of Shale Gas Potential Imaging and reservoir rock characterisation must be optimum at all scales: from methane molecular size to sedimentary basin. This is the very first step to be performed in exploration and appraisal to achieve optimum field development and to minimise its environmental footprint. • WP1 Basin Scale Architecture • WP2 Micro-scale characterisation • WP3 Methods for Shale Gas reserves estimation SP2: Technology for safe and efficient exploitation The objective of SP2 is to improve the efficiency and the recovery from shale gas reservoirs with the minimum environmental impact. This will be achieved by: - Developing characterisation methods tailor made for gas shale reservoirs - Developing existing and innovative drilling techniques that improve borehole stability - Improving the understanding of fracture growth aiming at better control and prediction of the fracturing process - Developing innovative fracturing processes by using alternative fluids, new materials (proppants) and fluid-free fracturing techniques - Identification and development of alternative shale gas production technologies; - Increased learning from ongoing production monitoring SP3 Environmental impact & footprint Environmental impact and footprint will be assessed considering population densities, geological settings, exploitation technologies, and regulations that are specific for European Union member states. • WP1 Impact of surface activities on human health, safety and environment • WP2 Impact of hydraulic fracturing & gas production • WP3 Impact of wells & requirements of well design • WP4 Impact on water & water management • WP5 Benchmarks & methodologies for risk assessment • WP6 Mitigation measures & minimizing footprint SP4: Energy and Carbon Efficiency and Emissions to Air The main point of difference between the GHG emissions associated with shale compared to conventionally sourced gas lie in the extraction and production processes. There are concerns that small leakages of methane during shale gas extraction may at least partly offset the
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 9 effects of lower carbon dioxide emissions from its use in place of coal or oil. The potential contribution of shale gas production to greenhouse gas (GHG) emissions will be accessed. • WP1 Emissions from Pre-production Stage • WP2 Emissions from Production Stage • WP3 Ambient emissions around shale gas basins • WP4 Assessment of the current GHG emissions reporting framework SP5: A social license to operate The sub-programme has the following key objectives: 6. To improve understanding of the potential impact of shale gas activities on the wider EU economy and energy system. 7. To examine the regulatory and governance challenges presented by shale gas development at local, national and European scales. 8. To provide an in-depth understanding of European public awareness, knowledge about, and acceptability of shale gas technology and its potential deployment in EU Countries. 9. To understand the origins of community and national level activism and the legitimate concerns stemming from perceptions of uncertainty and risks, critical to guide effective public engagement around shale gas exploitation. 10.To suggest strategies of dialogue between policy makers, NGOs, industrial stakeholders and the public regarding the social license to operate. 2. Milestones Milestone Measurable Objectives Project Month M1 Final JP Description of Work 1 M2 Steering Committee meeting 3 M3 JP Management Board meeting and Steering Committee meeting 6 M4 Knowledge sharing workshop M5 Steering Committee meeting 9 M6 Website for dissemination of results 10 M7 JP Management Board meeting and Steering Committee meeting 12 M8 Knowledge sharing workshop on project results year 1 M9 Steering committee meeting 15 M10 presentation Annual report year 1 M11 JP Management Board meeting and Steering Committee meeting 18 M12 Knowledge sharing workshop M13 Steering Committee meeting 21 M14 JP Management Board meeting and Steering Committee meeting 24 M15 Knowledge sharing workshop on project results year 2 M16 Steering Committee meeting 27 M17 presentation Annual report year 2 M18 JP Management Board meeting and Steering Committee meeting 30 M19 Knowledge sharing workshop
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 10 M20 Steering Committee meeting 33 M21 JP Management Board meeting and Steering Committee meeting 36 M22 Symposium on project results M23 Final report on project results 3. Participants and Human Resources Name Country Role Associated to (if associate) Human Resource committed GEOLOGICAL SURVEY BELGIUM Belgium Associate (RWTH/KUL) 2 KU LEUVEN Belgium Associate GSB 1 UNIVERSITY OF BULGARIA Bulgaria Participant 35 UNIVERSITY OF OSTRAVA Czech Republic Participant 5 GEUS Denmark Particpant EGS 5 IFPEN France Participant and Coordinator SP1 5 RWTH AACHEN Germany Associate GSB 2 GFZ Potsdam Germany Participant 5 KIT-ITAS Germany Associate GFZ 1 UNIVERSITY OF ATHENS Greece Participant 20 UNIVERSITY ROMA TRE Italy Participant 5 ECN Netherlands Participant 6 TNO Netherlands Coordinator JP + SP3 Participant 5 UNIVERSITY OF GRONINGEN Netherlands Participant 6,4 IRIS Norway Participant SINTEF 5 SINTEF Norway Coordinator SP2 Participant 6 Państwowy Instytut Geologiczny PGI Poland Participant 12 Instytut Energetyki Poland Associate PGI or INIG 1 INIG Oil and Gas institute AGH, University Krakow Poland Participant 7,5 LNEG Poland Coordinator SP4 Participant 6 GEOLOGICAL SURVEY ROMANIA Portugal Participant 8,3 IGME Romania Participant 5 UKERC Spain Coordinator SP5 Participant 6,5 Czech Geological Survey UK Participant 4 INERIS Czech Republic Associate GFZ 5.7 Deltares Netherlands Associate TNO 2,5 ENEA Italy Associate Roma 3 2 TUEindhoven Netherlands Participant 5 University of Perugia Italy Participant Roma3 2 University of Gdansk Poland Participant 12,3 Tecnalia Spain Participant IGME 5 Adelard LLP UK Industrial 26 institutes involved – 192 fte commited
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 11 Name SP1 SP2 SP3 SP4 SP5 SP6 HR commited (py/y) Geological Survey of Belgium 1 1 2 Katholieke Universiteit Leuven 1 1 Uni Min Geol St. Ivan Rilski 8 10 7 5 5 35 VSB - Technical Uni Ostrava 1.5 1.5 2 5 GEUS 1.5 0.5 0.5 2.5 IFPEN 2 2 0.5 0.5 5 GFZ Potsdam 5 5 ITAS 1 1 RWTH Aachen 2.5 0.5 0.5 3.5 University of Athens 10 10 20 University of Roma Tre 6 6 TNO 1 2 1.5 0.5 0.5 0.5 6 ECN 2.5 2.5 5 University of Groningen 0.5 0.5 1.2 4.2 6.4 IRIS 2 2 SINTEF 2 2 1 1 6 Polish Geological Institute 3 1.5 5 2 0.5 12 IEN - Instytut Energetyki 1 1 INIG - Oil and Gas Institute 7 9 2 2 20 AGH - University of Krakow x x x unspecified LNEG 4.2 0.5 3 0.6 8.3 Geological Survey of Romania 5 5 IGME 1.5 2 2.5 0.5 6.5 UKERC 2.4 4.2 7.45 1.7 3.35 1.7 20.8 TOTAL 63.6 35.7 39.45 15.7 18.05 12.5 185 4. Infrastructures and facilities Most of the programme members have at their disposal R&D infrastructures that they will use for the purpose of the programme. An overview of all institutes and their facilities can be found in Annex 1. 5. Management of the Joint Programme on Shale Gas Governance structure The EERA Shale Gas Joint Programme is currently organized into six sub-programmes. This structure will allow efficient management of the JP activities. In the future, new subprogrammes may be added. The guiding principles for the structuring of the JP into subprogrammes are and will be thematic coherence and organisational efficiency. JP membership Publicly funded R&D organisations or private companies recognized as R&D organisations by the European Commission can join the program as Participants if they commit more than 5 person years/year (py/y) to the program. Other organisations or those committing less than 5 py/y to the program can join as Associates. The contributions of an Associate, both in terms of human resources and R&D work, are consolidated with those of the Participant that the Associate has chosen. Several small members may associate and name one of them as
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 12 representative, becoming a Participant if the consolidated contribution surpasses 5 py/y. The Participant will represent the interests of the Associates that are linked to it. Any agreements governing the relationship between Participants and Associates are to be set up by the respective Participants and Associates. EERA membership is formalized by signing a Declaration of Support, JP membership (either as participant or as associate) is formalized by signing program-specific Letter of Intent. During the Awareness event in Brussels end of February it was decided to collect an annual membership fee of 5000 EUR to cover the costs of internal and external communication, e.g. webpage, bi-annual newsletter and common Steering Committee meeting expenses. JP Steering Committee The JP Steering Committee is composed of one representative of each JP participant. The JP Steering Committee • selects the Joint Programme Coordinator • selects the Sub-programme coordinators • reviews the progress and achievements of the JP • provides strategic guidance to the management board • approves new JP members (participants or associates) • approves updates of the Description of Work of the JP. The JP Steering Committee is chaired by the JP Coordinator; the sub-programme coordinators participate as observers in the Committee. It convenes twice a year. The JP coordinator and the sub-programme coordinators cannot act as representatives of their respective R&D organisation in the Steering Committee. JP Management Board The JP Management Board is the executive body of the JP and is composed of the JP Coordinator (chair) and the sub-programme coordinators. Tasks and responsibilities: Financial management of the JP budget (if applicable) • Contractual oversight • IP (intellectual property) oversight • Scientific co-ordination, progress control, planning on programme and subprogramme • level • JP internal communication • External communication with other organisations • Reporting to Steering Committee and EERA ExCo The JP Management board meets four times a year. Sub-programme execution team The Sub-programme execution team is the coordinating body on the sub-programme level. It is composed of the sub-programme coordinator (chair) and the leaders of the projects within the sub-programme. It meets on request. Internal & External communication group This group coordinates internal and external communication. The members of this group coincide with the JPMB. During the first year the EERA JP Shale Gas webpage will be established including presentation of the participating organisations and their key activities, research infrastructure and contact information. There will also be a password protected project management system for the participants.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 13 JP Coordinator The JP Coordinator (JPC) is selected by the JP steering committee for a mandate of two years. The mandate can be renewed. The JPC chairs the Steering Committee and the Management Board. Tasks and responsibilities • Coordination of the scientific activities in the joint programme and communication • with the EERA ExCo and the EERA secretariat. • Monitoring progress in achieving the sub-programmes deliverables and milestones. • Reporting scientific progress and unexpected developments to the EERA ExCo. • Propose and coordinate scientific sub-programmes for the joint programme. • Coordinate the overall planning process and progress reporting. Sub-programme coordinator The Sub-programme coordinators (SPC) are selected by the JP steering committee for a mandate of two years. The mandate can be renewed. The sub-programme coordinator takes part in Steering Committee meetings, is a member of the management board and chairs the sub-programme execution team. Tasks and responsibilities • Oversee the sub-programme projects • Coordination of the scientific activities in the sub-programme to be carried out by the participants according to the agreed commitment. The SPC communicates with the contact persons to be assigned by each participant. • Monitoring progress in achieving the sub-programmes deliverables and milestones. • Reporting progress to joint programme coordinator • Propose and coordinate scientific actions for the sub-programme • Monitor scientific progress and report unexpected developments Project leaders The joint activities will be performed in the form of projects that are expected to be set-up in variable configurations (in terms of project members) and in the framework of project specific contracts. The project leaders are responsible for the execution of their projects; they are members of the sub-programme execution team. 6. Interface with other JPs Interface with JP on… Interface description Interface Management JP Deep Geothermal Energy JP on Shale Gas contributes from SP2 and SP3 to the JP on deep geothermal energy production performed within the framework of the European Technology Panel on Renewable Heating and Cooling, related to hydraulic fracturing technology and induced seismicity, e.g. Hydraulic fracturing and induced seismicity Joint Programme coordinator will contact the JP to ensure both JP’s can strengthen the knowledge base that will be established, by aligning the program upfront and sharing knowledge, e.g. at committee meetings, also from activities relevant in other JPs. JP Carbon Capture and Strong links with research on
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 14 Storage technologies for CCS performed within the framework of the Zero Emissions Platform e.g. methodologies for risk assessment JP Social Economics Strong links with economic and social consequences of the implementation of new technologies/developments. e.g. Public perception 7. Risks The most important risk concerns the effective set-up of joint R&D activities (i.e. projects). This will in general require the detailed definition of a work program, a consortium and a legal contract. If the EERA project is to be proposed for external funding (e.g. FP7) the corresponding procedures and rules commonly used by the programme members will be applied. There is a natural risk unsatisfactory added value in the proposed project portfolio funded by own resources of the participating institutes. These risks will be managed by the Joint Programme Management Board. 8. Intellectual Property Rights of the Joint Programme on Shale Gas IPR policies, rules and regulations as outlined in the Declaration of Support (DoS) will be adhered to in the EERA Joint Programme Shale Gas. 9. Contact Point for the Joint Programme on Shale Gas René Peters Director Gas Technologies TNO Stieltjesweg 1 2628 CK Delft Tel. +31 8886 66340 Mob. +316 51551566 Fax. +31 8886 60630 E-mail: rene.peters@tno.nl
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 15 SUB-PROGRAMME 1: Assessment of Shale Gas Potential A sub-programme within the Joint Programme Shale gas EERA EUROPEAN ENERGY RESEARCH ALLIANCE Description of Work Version: <1.2> Last modification date: <03-07-2013>
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 16 SP1 Assessment of Shale Gas Potential The aim of this Sub Programme SP1: “Assessment of Shale Gas Potential,” is to address the need to conduct scientifically robust assessments of the shale gas resources in Europe. It is the intention of this sub task to scientifically improve the key parameters and optimize the methodology in assessing shale gas resources and thereby quantify the shale gas resources assessment risks. The end goal is to develop a standard shale gas resource assessment methodology for EU. The SP1 programme of work is divided into three work packages (WP) that are delineated to stimulate innovation in the various key disciplines of shale gas geosciences. Basin scale architecture is the first work-package which is concerned with all methods and approaches that can be used to improve the characterisation of organic bearing shale formations at both the regional and the local (i.e. bedrock stratum or outcrop) levels and will impact significantly our confidence in estimates of technically recoverable reserves. The second work-package will focus research and development of sedimentary rock typing approaches at the very small scale in space and is untitled Micro-scale characterisation. It involves all laboratory measurement techniques and experimental workflows to characterise the nature and geochemical properties of organic matter and mineral composition and evaluate the fine structure of the porous space in the rocks, its fluid content capacity, its permeability, its texture and its flow and mechanical properties (strength, brittleness), and their inter-relationships. Integration of knowledge, concepts, good practice approached and standardised experimental protocol will be covered by the third work package Methods for Shale reserves estimation. In this work package the expected deliverables should result in new guidelines and convincing demonstration of the gain in prediction that new techniques can achieve with respect to the current inventory of the shale gas resource in the European sedimentary basins.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 17 1. Background Europe has discovered its potential for Shale Gas within the last decade, with licensing requests coming mainly from American Oil and Gas Companies, who have specialized in the exploration and production of Shale Gas. In the same time the U.S. Energy Information Administration published an assessment for gas shale in Europe (15-15 .000 Bill. M3), suggesting that this new resource could become a major game changer from dependency of the presently gas suppliers for Europe to independent secured domestic gas supply. Assessments of the shale gas in Europe have varied tremendously and are as such not reliable. This has raised the need for an independent, objective science based assessment of the European shale basins. The success and accuracy of such an improved assessment of the shale gas resources is dependent on the identification of all the elements necessary to allow global assessment, the best possible methodology, and the availability of all relevant data. 2. Objectives The aim of this Sub Programme SP1: “Assessment of Shale Gas Potential,” is to address the need to conduct scientifically robust assessments of the shale gas resources in Europe. It is the intention of this sub task to scientifically improve the key parameters and optimize the methodology in assessing shale gas resources and thereby quantify the shale gas resources assessment risks. The end goal is to develop a standard shale gas resource assessment methodology for EU. First efforts will be used to review state of the art technologies and methodologies for the assessment of shale gas potential and identify new research avenues. Scientific and technological progress in the understanding of the nano to micro -scale structure of source rocks, their original depositional environment and evolution through geological time will bring new insight and reduced uncertainties into the quantification of Shale Gas Potential (SGP). Imaging and reservoir rock characterisation must be optimum at all scales: from methane molecular size to sedimentary basin. This is the very first step to be performed in exploration and appraisal to achieve optimum field development and to minimise its environmental footprint. The SP1 programme of work is divided into three work packages (WP) that are delineated to stimulate innovation in the various key disciplines of shale gas geosciences. Basin scale architecture is the first work-package which is concerned with all methods and approaches that can be used to improve the characterisation of organic bearing shale formations at both the regional and the local (i.e. bedrock stratum or outcrop) levels and will impact significantly our confidence in estimates of technically recoverable reserves. The second work-package will focus research and development of sedimentary rock typing approaches at the very small scale in space and is untitled Micro-scale characterisation. It involves all laboratory measurement techniques and experimental workflows to characterise the nature and geochemical properties of organic matter and mineral composition and evaluate the fine structure of the porous space in the rocks, its fluid content capacity, its permeability, its texture and its flow and mechanical properties (strength, brittleness), and their inter-relationships. Integration of knowledge, concepts, good practice approached and standardised experimental protocol will be covered by the third work package Methods for Shale reserves estimation.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 18 In this work package the expected deliverables should result in new guidelines and convincing demonstrations of the gain in prediction that new techniques can achieve with respect to the current inventory of the shale gas resource in the European sedimentary basins. 4. Description of foreseen activities (including time line) This Sub Programme will aim at improving technologies to locate the shale gas potential in the sub-surface, to perform better prediction in the resource inventory of European basins, through an in-depth knowledge of the geohistory of petroleum systems from nano-scale to basin scale. The foreseen activities will use state of the art technologies for the assessment of shale gas potential and identify new research avenues. Scientific and technological progress in the understanding of the nano to micro -scale structure of source rocks, their original depositional environment and evolution through geological time will bring new insights and reduced uncertainties into the quantification of Shale Gas Potential (SGP). Imaging and reservoir rock characterisation must be optimum at all scales: from methane molecular size to sedimentary basin. This is the very first step to be performed in exploration and appraisal to achieve optimum field development and to minimise its environmental footprint. Some of the proposed research activities apparently in overlap with those of the SP2-WP1, have to be understood as complementary. SP1 WP2 will be focused on laboratory based characterisation methods for the assessment of original gas in place in Shale formations. SP2 WP1 shall provide SP1 WP1 and WP2 complementary input data and shale rock parameters in order to formulate the evolution of rock properties over geological time scale. The SP1 programme of work is divided into three work packages (WP) that are delineated to stimulate innovation in the various key disciplines of shale gas geosciences. WP1: Basin Scale Architecture In this work-package eligible research activities should fall into one of the following topics: WP1.1 Field Geology: · Improved mapping of shale reservoir (thickness, areal extent, TOC content etc... ); · Sedimentary depositional models, sedimentary and organic facies variations; · Structural styles and tectonic regimes: folds/faults/fractures present day architecture and stress field; · Interpretation of borehole loggings (lithofacies, petrophysics, geomechanical and TOC determinations in uncored wells) and 2D seismic as well WP1.2 Geophysics and Interpretation: · Wide-angle wide-azimuth 3D seismic processing; · Lithology and geomechanical rock properties of reservoirs and caprocks; · Processing algorithms that correct for anisotropy; · Elastic information through multicomponent seismic inversion; WP1.3 Laboratory measurements · Lithology and geomechanics: Shale and caprock mechanical properties; WP1.4 Mathematical Modelling: · In situ stress state prediction; · Volumetric and qualitative prediction of gas shale occurrences by characterising and quantifying inorganic and organic matter content, organic matter maturity and amount of HC generated; · Fracture networks for dual porosity modelling; · HC expulsion and retention thresholds and relative permeability;
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 19 WP2: Micro-scale characterisation WP2.1 Characterization of Shale and their organic matter at nano to micro scale · Rock petrology : mineralogy, grain size distribution, clay content and diagenetic pattern; · Organic geochemistry: TOC, Rock-Eval, .kerogen type, organic facies, bio-markers · Thermal maturity evolution: Vr, Tmax, thermic organic markers, kinetic models of hydrocarbon degradation · Thermodynamics models of water-rock-HC gas interactions WP2.2 Evaluation of pore network : · Evaluation at multi-scales of the geometry and topology of the porosity, the mineralogical heterogeneity and organic matter 3D network · Natural fracturing and pressure modelling in shale gas: reconstruction of geo-pressures and linked rock-type specific failure estimation · Permeability, porosity and calibration of Organic porosity; · Shale fracture Capability, overpressure threshold; · Molecular simulation in pore network; · Process modelling of HC volume content, free versus adsorbed gas evaluation; · Expulsion, retention/diffusion and migration mechanisms in Shale; WP3:Methods for Shale Gas Reserves estimation WP3.1 Best practice for assessment with advanced techniques: · Laboratory experiment protocols and methodologies; · Integration into models (data, processes, ...); · Up-scaling and homogenisation techniques; · Geohistory, Thermal, Migration and distribution of HC products; · Pressure determination; · Production curves; · Possibilities of USGS methodology implementation in Europe; WP3.2 Sweet spot identification; · Specific Workflows; · Sensitivity and risk analysis; 5. Milestones Milestone Measurable Objectives Project Month M1 Shale Gas Reserves estimation workshop 6 M2 Website for dissemination of results 10 M3 Annual report year 1 with compilation, evaluation, and application of national research 12 M4 Minutes of workshop on results of year 2 23 M5 Annual report year 2 with extension of existing national research and research niches 24 M6 Minutes of workshop on results of year 3 35 M7 Final report with integrated research on quantified risks, impact and footprint of shale gas development 36
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 20 5. Participants and Human Resources Name Country Role Associated with Human Resources committed SP1 Geological Survey of Belgium Belgium Associate TNO 1 Katholieke Universiteit Leuven Belgium Associate TNO 1 Uni Min Geol St. Ivan Rilski Bulgaria Participant 8 GEUS Denmark Associate IFPEN 1.5 IFPEN France Participant - Coordinator SP1 2 GFZ Potsdam Germany Participant 5 RWTH Aachen Germany Associate GFZ Potsdam 2.5 University of Athens Greece Participant 10 University of Roma Tre Italy Participant 6 TNO Netherlands Participant – JP/SP3 Coordinator 1 University of Groningen Netherlands Participant 0.5 SINTEF Norway Participant – Coordinator SP2 2 Polish Geological Institute Poland Participant 3 INIG - Oil and Gas Institute Poland Participant 7 AGH - University of Krakow Poland Associate PGI x LNEG Portugal Participant – Coordinator SP4 4.2 Geological Survey of Romania Romania Participant 5 IGME Spain Participant 1.5 UK Energy Research Centre United Kingdom Participant – Coordinator SP6 2.4 Total 63.6
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 21 Name WP1.1 WP1.2 WP1.3. SP1 py/y Geological Survey of Belgium 0.5 0 0.5 1 Katholieke Universiteit Leuven 1 0 0 1 Uni Min Geol St. Ivan Rilski x x x 8 GEUS 0.5 0.5 0.5 1.5 IFPEN 1 0.5 0.5 2 GFZ Potsdam 2 3 0 5 RWTH Aachen 0.5 1 1 2.5 University of Athens 5 2 3 10 University of Roma Tre 1 5 0 6 TNO 0.4 0.2 0.4 1 University of Groningen 0 0.2 0.3 0.5 SINTEF 0.75 0.5 0.75 2 Polish Geological Institute 2 0.5 0.5 3 INIG - Oil and Gas Institute 3 2 2 7 AGH - University of Krakow x x x x LNEG 2.25 0.4 1.55 4.15 Geological Survey of Romania x x x 5 IGME 0.5 0 1 1.5 UK Energy Research Centre 0.3 0.9 1.2 2.4 TOTAL 19.2 16.7 12.7 63.55 List of institutes and summaries of their track record and contributions to SP1 (listed by country when available): Denmark GEUS - Peter Britze, Head of Reservoir Department, pbr@geus.dk France IFPEN - William Sassi, Geologist, william.sassi@ifpen.fr WP1Stratigraphic modelling and sedimentary basin architecture, Mechanical evolution of organic rich shale WP2 Characterisation of nano scale organic matter porosity WP3 Petroleum system modelling for unconventional plays reserves assessment Germany GFZ - Prof. Dr. Brian Horsfield, Head of Section Organic Geochemistry, horsf@gfz-potsdam.de Org. Geochemistry – Modelling - Knowledge Transfer Recent projects: Gash Shales in Europe – GASH” is nearly finished and starts its second three year project phase in autumn 2013. It is funded by oil and gas companies. GeoEn is funded by the German Ministry for Education and Research and will be finished in April 2013. This joint project covered besides shale gas with CO2 capture, CO2 storage and geothermal energy. A part of this project was the establishment of the shale gas information platform SHIP. GFZ has conducted several industry-partnership projects, e.g. in the Bakken Shale formation. Ongoing research: GeoEn projects in the Williston and Georgina Basins Germany Institute for Technology Assessment and Systems Analysis (ITAS)
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 22 Julia Hahn, Scientific staff member , julia.hahn@kit.edu Germany RWTH Aachen University Bernhard M. Krooss, Research scientist, Bernhard.krooss@emr.rwth-aachen.de Collecting geological, geochemical, mineralogical and petrophysical data on European and worldwide gas/oil shale systems. Conducting Numerical Basin Modelling (3D) studies and Petroleum System Analyses on selected gas/oil shale systems. The petrophysical laboratory of EMR/LEK is equipped for high-pressure gas sorption tests on coals and gas shales and for fluid flow tests on rocks/coals with low to extremely low permeability coefficients. The Clay and Interface Mineralogy Group houses expertise and state of the art equipment for (clay) mineral characterization, inorganic geochemistry, pore structure analysis and mineral surface characterisation. The Reservoir-Petrology Group uses micro- to nano visualization techniques to characterize the pore space and diagenetic overprints. Furthermore, the EMR Group has state-of-the- art SEM instrumentation for FIB, BIB and microtomography. EMR/LEK, CIM and RPR aim at combining their expertise in regional geology, basin evolution, petroleum/natural gas geochemistry, structural diagenesis, reservoir characterization, mineralogy and petrophysics for the estimation of unconventional hydrocarbon resources. The processes involved in the formation of unconventional reservoirs and the production of gas and oil from these systems are of particular interest. Another topic of interest is the heterogeneity of gas shales on reservoir scale. This is assessed by combining sedimentological, diagenetic, mineralogical and petrophysical analyses at outcrop scale. Greece National and Kapodistrian University of Athens Professor Dr. Vasileios Karakitsios, Director of the Department of Historical Geology and Paleontology, of the Faculty of Geology and Geoenvironment, President of the Hellenic Sedimentological Association, vkarak@geol.uoa.gr WP1 1997-2000 Scientific Responsible of the Project: Research of favorable stratigraphic and structural conditions for hydrocarbon trapping in the Ionian basin of Epirus. Funded by the Hellenic Petroleum S.A. (Exploration and Production Division), and the University of Athens. 1998 Scientific Responsible of the Project: Stratigraphy, Sedimentology and Organic Geochemistry of the cuttings and cores from the Ioannina 1 Well (Western Greece). Funded by the Enterprise Oil corp. 2005-2007. Scientific Responsible of the Project: Black shale horizons in the Western Greece Mesozoic formations: Anoxic events, indicators of rapid global paleoenvironmental changes and deposition of petroleum source rocks. Funded by the European Social Fund and National Resources (EPEAEK II) PYTHAGORAS II.2006-2008 Scientific Responsible of the KAPODISTRIAS Project: Evolution and petroleum potential of the geological formations of Western Greece. Funded by the University of Athens 2009 Scientific Responsible of the KAPODISTRIAS Project: Palaeogeographical conditions of the Phosphorites and source rocks formation in the Ionian zone (Western Greece). Funded by the University of Athens. WP21993-1995 Scientific Responsible of the Project: Study of the organic matter diagenesis, evolution and maturation of the alpine Ionian basin formations and its probable hydrocarbon production. Location of areas with developed productive horizons. Funded by the University of Athens. 1996-1997 Scientific Responsible of the Project: Study of the Geological and Petrophysical characteristics of the Ionian series and the structure of the Ionian basin in relationship with the migration and trapping of its hydrocarbons (Western Greece). Funded by the University of Athens. WP3 2010-2012 Black shale occurrences in the Ionian Zone, part of the European Project: “GASH-EBSD” of EUROGEOSURVEYS, E.U. 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). Italy Dipartimento di Scienze - Sezione di Scienze Geologiche, Università “Roma tre” Sveva Corrado, Associate Professor sveva.corrado@uniroma3.it WP1 Ongoing project: Reconstruction of “Discrete Fracture Network” in natural reservoirs and cap-rocks of geothermal systems: the case history of Rosario de la Frontera (NW Argentina). This sub-project is part of an Italy-Argentina bilateral project on the assessment of the geothermal potential of Salta and Jujuy provinces by means of geological, geochemical and geophysical exploration.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 23 Funding: Fully funded by the Italian Research Ministry (Miur-CUIA 2011 and Miur-Fondo Giovani PhD Projects 2011-2013 Funds). Methods: Structural analysis at different scales, quantitative and qualitative analysis of the fractures and faults diagnostic parameters. Geological mapping. Seismic sections interpretation. 3D Geological modeling. Structural restoration. Discrete Fracture Network modeling. This approach can be totally borrowed for the study of gas shales fabric assessment. Staff: 1 associate professor, 1 lecturer, 1 PhD student. Recent Project: Gas shale potential of the Baltic and Lublin basins (Poland) by means of 3D Petroleum System Modeling. Funding: fully funded by private companies. Staff: 1 associate professor and 1 post-doc, external industrial partners for modelling. WP2 Ongoing project: New rationale and new analytical techniques to assess thermal maturity level of organic matter dispersed in sediments and thermal evolution of sedimentary succession. Funding: private companies and Miur-PhD Projects Funds 2012-2014. Study areas: Ukraine, Poland, Angola, Sicily (Italy). Geodynamic settings: fold&thrust belts, forelands, passive margins. Methods: Optical analysis of dispersed organic matter for reflectance measurements, Raman and Ftir spectroscopy on dispersed organic matter, pirolysis on whole rock; Xray diffraction on clays (whole rock and <2micron fraction); Apatite fission tracks and U-Th/He dating on apatite, 1-D and 3-D petroleum system modelling. Staff: 1associate professor, 2 lecturers, 2 post-docs, 1 technician in Roma Tre; external academic partners for thermochronology; external industrial partners for pyrolisis and 3D modelling. Ongoing project: Integrating magnetic fabric on shales and thermal evolution on dispersed organic matter of Tertiary siliciclastic successions in the Northern Apennines (Italy). Funding: Fully funded by the Italian Research Ministry (Miur-PhD Funds 2010-2012, Miur-Prin 2009 Project). Methods: optical analysis of organic matter dispersed in sediments for o.m. characterisation and thermal maturity assessment; study of anisotropy of magnetic susceptibility on sediments; XRD on clays (different fractions). Staff: 1 full professor, 1 associate professor, 1 lecturer, 1 PhD student, 1 technician. Recent project: origin of cleavage in the Central Pyrenees: Geometry, mechanisms and paleo-thermal conditions. Funding: Research projects CGL2009-08969 and CGL2006-05817 (Spanish Ministry of Education) and pre-doctoral grant AP-2009 – 0554 (Programa de formación de profesorado universitario, Spanish Ministry of Education); “Roma Tre” Research funding. Methods: optical analysis of organic matter dispersed in sediments; XRD on clays (different fractions); structural analysis at the outcrop and micro scale; geological mapping. Staff: 1 associate professor, 1 technician from Roma Tre and external academic parteners (Zaragoza University) for field work. The Netherlands TNO Rene Peters, Director Gas Technology, Coordinator EERA JP Shale Gas, Rene.peters@tno.nl Jan ter Heege, Business Case Manager Unconventionals, SP3 coordinator WP1 To understand the petroleum system of shale gas, TNO uses petroleum system analysis. This has been applied to the Posidonia Shale Formation in the Netherlands and work is ongoing related to the Geverik member of the Namurian Epen Formation. This includes 1) regional mapping of the area by means of seismic interpretation, uncertainty assessment, fault modelling and prediction and 2) reservoir identification and characterization by means of well log interpretation, core interpretion, thin-section interpretation, palynological interpretation and correlating these results of various wells throughout the basin, 2) basin modelling including temperature evolution, maturity, source rock potential, fluid flow and corresponding pressures, porosity and permeability and 3) pressure and fluid system analysis using pressure and effective stress distribution, hydraulic reservoir continuity, leakage zones interpretation and petroleum system dynamics. WP2 Quantifying variation in mineralogy, microstructure and build-up of organic rich shales, i.e. Posidonia Shale Fm, using light thin section microscopy, XRD, isotope analyses, QEMscan, FIB-SEM and BIB-SEM. The variation in lithology, mineralogy and pore structure are captured and quantified on different levels of scale: meter, cm and mm scale. The variation in microstructure and mineralogy will
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 24 be characterised and compared for the different scales and if possible correlated to indentified log zones. WP3 Since 2009 TNO un-risks volume estimates for unconventional resources in the Netherlands, with several updates on the outcome when more parameters are better understood and/or interpreted, going from detailed characterization on basin to microscale. Using all known prospective parameters for an unconventional resource, an estimate of their potential gas volume in place is made. The values of these parameters used for calculations have certain uncertainties. To obtain a best estimate for a volume in place a Monte Carlo simulation analyis has been performed, allowing the prediction of the distribution of quantities and therefore the uncertainties in the numbers. The result of the Monte Carlo simulation gives a low, best and high volume estimate for a specific unconventional resource in the Netherlands. These volume estimates correspond to the range of uncertainties of contingent and prospective resources. The Producible Gas-in-Place estimates are based on technical (recovery The Netherlands ECN - Paul Korting – CEO – korting@ecn.nl,, ECN - Jeroen de Joode – Gas coordinator at ECN Policy Studies – dejoode@ecn.nl The Netherlands University of Groningen -Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl WP2 The University of Groningen has a strong international position on nanotechnology research for materials (Zernike Institute for Advanced Materials and Stratingh Institute for Chemistry). Professor Rien Herber is initiating a project to apply this technology to determine the nanostructure of shales in order to extract critical parameters for determination of maturity, gas generating potential and fraccing efficiency WP3 Professor Rien Herber has a track record in reserve estimation methods for unconventional gas, building on his experience as VP Exploration Europe in Shell. Specifically, the contribution will address the assessment of EUR in comparison with GIIP as well as determination of economic boundary conditions for conversion of technical reserves into economic reserves. Norway SINTEF- Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no Poland PGI - Dr Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl WP1 1. Sequence and origin of thermal events within the Polish basin and its sedimentary base – their use for reconstruction of hydrocarbon generation processes 2. Hydrocarbon basins in Poland and their potential for unconventional gas accumulations 3. Possibilities of occurrence and exploitation of unconventional gas and oil accumulations in lower Paleozoic shales in Poland 4. Determination of the potential continuous hydrocarbon accumulations (including sweet-spots recognition) within the organic reach shale successions in Poland 5. Integration and analysis of geological data obtained from areas licensed for exploration for unconventional hydrocarbon accumulations WP2 Determination of the potential continuous hydrocarbon accumulations (including sweet-spots recognition) within the organic reach shale successions in Poland WP3 Integration and analysis of geological data obtained from areas licensed for exploration for unconventional hydrocarbon accumulations Poland INIG - Maria Ciechanowska Prof., Managing Director, maria.ciechanowska@inig.pl WP1 Imaging of subsurface structures in anisotropic media using seismic migration method, 2013 ongoing Reconnaissance of Polish hydrocarbon basins in terms of occurrence possibilities, resources and the possibility of exploration licensing of unconventional gas reservoirs, 2009
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 25 Mechanical Earth Model (MEM) based on seismic and reservoir engineering data – theoretical basis, definitions, demonstrative model, 2012 Updating of Silurian formations structural maps, 2011 Method for prediction pore pressure distribution using Petrel software, 2009 confidential Possibility of hydrocarbon reservoirs occurrence in Paleozoic formations (Carboniferous, Devonian) in Western Pomerania region WP2 Geochemical methods in unconventional shale gas exploration. 2009 Construction of geological model of unconventional gas reserves using "JewelSuite" software, 2013 ongoing. Developing a methodology to determine the activation energy distribution for different types of kerogen using the Optkin Software, 2011. Comprehensive analysis of drill core material from Lubocino-1 well in relation to shale gas prospecting. The study of reservoir quality and filtration properties of cores. Geochemical analysis, 2011, confidential. Interpretation of cores, cuttings and fluids (oil and gas) investigation results from Lubocino-1 well for hydrocarbon exploration in Ordovician-Silurian shale formations, 2012 confidential. Analysis of drilling cores and rock cuttings for shale gas exploration (Lithuanian area), 2011 confidential. Laboratory investigations of rocks and fluids properties from B8 Z-5 well with complex interpretation for unconventional gas exploration, 2012 confidential. Laboratory investigations of cores from Lubycza Krolewska-1 well with results interpretation, 2012 confidential WP3 Modelling and Production Simulation of Shale Gas Reservoirs (in Poland). Mutli-one-dimensional basin modeling using PetroMod software in Paleozoic plays for assessment of prospecting for unconventional gas resources (shale/tight gas), 2009. The Hydrocarbon balance of Miocene formation in Carpathian Foredeep for estimation of potential resources (from Poland border to the Tarnow meridian), 2010 confidential. The methodology of diagnosis and estimation of unconventional shale gas / tight gas resources in the Polish reservoir conditions, 2011. Determination of the most prospective areas for shale gas exploration in PGNiG concession areas in the border zone of the Poland AGH - Stanislaw Nagy, professor of gas engineering, Head of Gas Engineering Department stanislaw.nagy@agh.edu.pl Portugal LNEG Machado Leite (machado.leite@lneg.pt), Dulce Boavida (dulce.boavida@lneg.pt), Carlos Rosa (carlos.rosa@lneg.pt), Zélia Pereira (zelia.pereira@lneg.pt) Modelling of the structure and volume of the geological units with potential on Shale Gas Romania Geology, Geophysics, Geochemistry and Remote sensing - Caransebes 1, Bucharest, 012271 Romania- Scientific Researcher, octavian.coltoi@igr.ro ; coltoi_o@yahoo.com WP1Geochemical and stratigraphical characteristics of Silurian from eastern part of Moesian Platform – Romanian sector, GASH Sub-Project 1 - Building a European Black Shale, Geological and geophysical data analysis of the Mesozoic and Tertiary formations from self of the Black Sea (Romanian) WP3 Geological and geophysical data analysis of the Mesozoic and Tertiary formations from self of the Black Sea (Romanian) Spain IGME (Spanish Geological Survey) Roberto Martínez, Deputy Director of Research on Geological Resources, ro.martinez@igme.es WP1 IGME has developed a study for the Ministry of Environment about the main areas of interest in Spain for the exploration WP3IGME has developed standards for the evaluation of reserves in Spain of many different mineral resources and has a wide United Kingdom UKERC Prof John Loughhead, Executive Director, UKERC, j.loughhead@ukerc.ac.uk Dr Nicola Combe, Knowledge Exchange Associate, UKERC n.combe@ukerc.ac.uk
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 26 WP1 Dr Nick Riley, British Geological Survey, Subsurface Geological Memoirs, DECC resource estimations; Prof. Richard Davies, Durham Energy Institute, We have staff working on basin-scale evolution of European basins. WP2Dr Nick Riley, British Geological Survey, Nannoscale geochemistry / mineralogy / structure, micropore / micropermeability, micropaleontology, kerogen, microfacies. Prof. Quentin Fisher, University of Leeds Currently running a 3 year, £400,000 Joint Industry Project sponsored by Nexen, Chevron and EBN investigating laboratory methods to characterize the properties of gas shales. Prof. Richard Davies, Durham Energy Institute, We have academic working on clay chemistry and petrography WP3 Dr Nick Riley, British Geological Survey, UK shale gas resource assessment for DECC. Prof. Alain C. Gringarten, Imperial College London, Characterization of shale gas production mechanisms, as part of a JIP on Well Test Analysis in Complex Systems (see 2.1) 6. GANT Chart Activity Q 1 2 3 4 5 6 7 8 9 10 11 12 WP 1-1 WP 1-2 WP 1-3 WP 1-4 WP 2.1 WP 2.2 WP 3.1 WP 3.2 M1 M2 M3 M5 M7 M4 M6 M8 R W/S W/S W/S W = workshop D = draft report R = report Mx = milestone nr. X S = annual status report 7. Contact Point for the sub-programme on Assessment of Shale Gas Potential Dr. William SASSI IFPEN - Direction Geosciences Geology Department 1 et 4 avenue de Bois-Préau 92852 Rueil-Malmaison - France Tel: +33 1 47 52 63 69 Fax: +33 1 47 52 71 26 Mobile: +33 6 30 93 08 75 Email: william.sassi@ifpen.fr
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 27 EERA EUROPEAN ENERGY RESEARCH ALLIANCE SUB-PROGRAMME 2: Technology for safe and efficient exploitation An sub-programme within the Joint Program on: Shale gas Description of Work Version: 1 Last modification date: 05-04-2013 Maria Barrio, SINTEF
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 28 Summary research activity on technology for safe and efficient exploitation Shale gas exploitation poses technological challenges because the hydrocarbons are directly produced from the source rock with permeability far below the requirements for conventional methods. For a European development, efforts are needed into a deeper upfront shale characterization and understanding of the subsurface processes to become sufficiently environmentally acceptable and safe in populated areas. Production parameters and borehole stability need to be optimized in order to comply with local laws and regulations. In particular, efforts will be dedicated to the optimization of hydraulic fracturing as well as the identification and development of alternative production technologies. The objective of this sub-programme is to provide means to improve the efficiency and the recovery from shale gas reservoirs with the minimum environmental impact. This will be achieved by: - Developing characterisation methods tailor made for gas shale reservoirs - Developing existing and innovative drilling techniques that improve borehole stability - Improving the understanding of fracture growth aiming at better control and prediction of the fracturing process - Developing innovative fracturing processes by using alternative fluids, new materials (proppants) and fluid-free fracturing techniques - Identification and development of alternative shale gas production technologies; - Increased learning from on-going production monitoring The work is organized into five work packages covering (1) shale reservoir characterisation, (2) horizontal drilling, (3) fracturing, (4) monitoring of fracturing and production and (5) innovative stimulation technologies. The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) comprising an initial assessment of the technology status for the various countries and an identification of topics needing and benefiting from a united European effort. Periodic technology status reports will be elaborated as well as yearly meetings to discuss the achievements. 11 European research institutes have signalized their capabilities to perform the research outlined in this sub-programme (~36 py/y in total).
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 29 1. Background The common characteristics of gas shale reservoirs are (i) hydrocarbons are produced directly from the source rock; (ii) the permeability is too low to permit economic production with conventional methods. The use of several extended horizontal wells from one surface frame combined with hydraulic fracturing has been keys to successful development of shale gas production in the USA. Still, the production scenario for most gas shale reservoirs shows a rapid build-up and a relatively fast decay after 1-2 years of production. For European development, the US technology cannot be directly implemented, but needs improvement in order to adapt to local laws and regulations and to become sufficiently environmentally acceptable and safe in populated areas. In the US, experience with shale gas exploitation has been gained by drilling thousands of wells and stimulation of the complete horizontal sections of wells. It is obvious that Europe has to follow a different learning curve for shale gas exploitation than the one in the U.S with much more emphasis on upfront shale characterization and modeling of subsurface processes. Increased understanding and improved characterization will in turn increase the probability of optimizing production parameters and borehole stability. The success of shale gas exploitation will also critically depend on the optimization of hydraulic fracturing, well placement and gas production. Even more, due to the restrictive regulation on hydraulic fracturing in some European countries, alternative production technologies (i.e. not based on hydraulic fracturing) should be identified and developed. 3. Objectives The objective of SP2 is to improve the efficiency and the recovery from shale gas reservoirs with the minimum environmental impact. This will be achieved by: - Developing characterisation methods tailor made for gas shale reservoirs - Developing existing and innovative drilling techniques that improve borehole stability - Improving the understanding of fracture growth aiming at better control and prediction of the fracturing process - Developing innovative fracturing processes by using alternative fluids, new materials (proppants) and fluid-free fracturing techniques - Identification and development of alternative shale gas production technologies; - Increased learning from ongoing production monitoring 4. Description of foreseen activities (including time line) The five Work Packages (WP) proposed in this Sub-project will be executed in parallel as they cover all the relevant aspect of shale gas exploitation: characterisation, drilling, fracturing and monitoring. The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) comprising an initial assessment of the technology status for the various countries and an identification of topics needing and benefiting from a united European effort. Periodic technology status reports will be elaborated as well as yearly meetings to discuss the achievements. Cross-fertilization between gas shale development and other scenarios including low permeability rocks (e.g. tight gas sands, coal be methane) should be motivated.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 30 WP 1: Gas & Oil Shale reservoir characterization. Permeability Geological classification of gas "shales" with respect to heterogeneity, mineralogy, clay content etc. will be developed. Further, new methods for permeability measurements under in situ conditions, within matrix, natural fractures and induced fractures will be developed. Gas flow in fracture reservoirs Modelling of multi-phase (gas / condensate / oil / water) flow in fractured low permeability reservoirs, possibly linked with geomechanical simulators will be conducted. In order to ensure a good link to SP1, SP2 should examine these issues from a reservoir and engineering perspective. Anisotropy Shale anisotropy and its influence on fluid flow, geomechanics and seismics will be studied. Many conventional models assume isotropy eventually providing wrong conclusions. High resolution multi-scale reservoir characterization Integrated reservoir characterization utilizing all relevant datasets is required to quantify spatial heterogeneity of gas shales in both vertical and horizontal sections. Petrophysical (well logs), geophysical (seismic surveys, well tests, production data), geomechanical (experiments and models), and microscopical (FIB/BIB-SEM, CT) characterization methods will be integrated and tested on field or core data. The SP2 approach (as different from SP1) will focus on integrating laboratory data with field data with the objective of optimizing production parameters. Following this approach, geological (static modeling) and geobiological (microfossil type, biofacies analysis) characterization methods might be considered to a certain extent. Results of detailed characterization at different spatial scales (from regional to micro-scale) will be integrated to derive the heterogeneous reservoir properties of shale gas reservoirs. The results will be used to determine optimum well placement and stimulation treatments and integrated into 3D shale formation numerical models. The ensemble Kalman filter (EnKF) (and other offspring ensemble based methods) has been demonstrated to be an effective and popular tool for history matching petroleum reservoirs. The EnKF is a data assimilation method where the essence is to update an ensemble of models by means of measured data. The method is suitable for real-time applications, is easy to implement and readily provides an uncertainty estimate which is essential in planning new installations and optimal production strategies. Application of EnKF family of methods to match and optimise production may prove to be essential for shale gas reservoirs.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 31 WP 2: Drilling of horizontal wells in gas shale reservoirs. Well integrity The impact of cement quality and long term well integrity issues will be assessed. Screening criteria for long term monitoring of shale gas wells will be developed. Investigation of cementation quality of horizontal wells as well as development of minimal requirements for cementation quality as a function of eventual methane leakages via annular fractures behind casing will be performed. WP2 will also look at well design, fracture design, well plugging abandonment and in general, all engineering aspects necessary to implement SP3 recommendations on safety (e.g., well instrumentation as well as following the guidelines established in SP1. A number of “self-healing” cements and various chemical solutions (including gelation and foaming agents) were recently developed and introduce to oil and gas market. Those technologies could be reviewed and their applicability to shale gas production wells screened. Borehole stability Borehole stability issues with respect to pre-existing fractures, shale anisotropy and possible effects of interactions between shale and drilling fluid will be analyzed. Moreover, it will be investigated novel drilling fluids (such as nanomodifiers or environmental friendly fluids) which improve borehole stability. A practical approach for well bore stability could be safe mud weight window design which provides the range of equivalent densities or pressures of drilling fluid that avoid drilling problems (fracturing, breakouts). Alternatively, the possibility of using managed pressure drilling and ways to use back-pressure MPD equipment for well control (by both mud pulse telemetry and wired pipe data) may be looked upon as potential future drilling techniques. Advanced drilling techniques Low porosity reservoir can present drilling challenges in terms of drillability. Innovative drilling techniques will be investigated. In addition, it will be investigated to what extent multilateral well configurations can be an alternative for hydraulic fracturing. Modelling of productivity, NPV or UR of shale gas reservoirs using closed-loop production optimization tools projected over the lifecycle of the well will be performed. The results will be used to determine optimum field development for better appraisal of shale gas reservoirs. WP3: Fracturing in gas shale reservoirs. Fracturing optimization One of the most important challenges in exploitation of European shale gas is to optimize the design of fracturing jobs so that maximum production is achieved with minimum number of wells and stimulation.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 32 Modeling of fracturing will be performed using geomechanical and fluid flow simulators to predict fracture initiation, propagation, stress perturbation, and fluid flow. Numerical fracturing simulators need to be developed that can account for heterogeneous reservoir properties, existing fracture networks and variations in stress field. Discontinuum models to model fracture initiation and propagation, continuum models to model hydro-mechanical interaction between reservoir and fractures, and analytical descriptions of flow through fractures will be combined. Smart proppants and hydraulic fracturing fluids During fracturing the formed fractures are kept open, due to the injected material like sand or ceramic, enabling the fluid flowback and later the flow of oil and gas into the well. Studies of proppant embedment and fracture conductivity for various proppants are important characteristic for supporting hydrocarbon recovery and will be studied. In addition, new chemicals for proppants will be investigated. In particular, the development and application of smart (nano-)tracer technology based on responsive tracer particles will be addressed. Application of switchable viscosity fluids for conformance treatment and optimized hydraulic fracturing will be investigated. The effectiveness of biocides in fracturing fluids will be investigated and improved. WP4: Monitoring of fracturing operations and production from gas shales. Monitoring can be implemented both during fracturing and during production. Optimized use and improved interpretation of μseismicity can help locating events and understand their origin (shear vs. tensile) while reservoir scale monitoring by e.g. permanent seismic sensors, including development of necessary rock physics tools to image recovery will provide information during production. Utilisation of advanced permanent downhole gauge (pressure, temperature, rates) analysis could allow to gain better understanding of reservoir parameters (porosity, permeability) changes as a result of stress changes (fracturing, production, shut-in, effect of neighbouring wells) in-situ. This methodology was proved for a number of oil and gas producing formation and could be essential in reducing uncertainty linked to reservoir parameters in shale gas production. Coupling (micro)seismic monitoring and geomechanical modelling of fault reactivation The unique combination of geomechanical modelling, seismic monitoring and well test analysis can be used to validate and improve predictions of fracture network development. History matching of geomechanical and reservoir flow models based on seismic monitoring and well test analysis during gas production can be used to optimize shale gas exploitation. Monitoring can also be used to provide clear-cut criteria indicating when risk mitigation measures are required. Technology and guidelines for micro-seismic monitoring will be studies and further developed. Other monitoring technologies Among many methods monitoring the results of unconventional formation stimulating treatments there is fractures mapping with the use of tiltmeters registering the occurrence of any tilts. Besides fractures monitoring this method is also useful in well placement desing, well horizontal sections design, waste injection monitoring or surface subsidence monitoring.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 33 Monitoring and analysis of microbes in-situ may provide a valuable tool to asses water quality in-situ and confirm safety of the fracturing jobs. Monitoring of drill cutting and other flow back fluids during well operation could be essential for increasing the knowledge about reservoir and carrying out safe well operations. Baseline monitoring The need for baseline definition and acquisition as well as the current lack of measurements will be addressed in a European context. The opportunity of establishing proper baseline before operations eventually start should be fully explored. This task should have a clear link to SP3. The work in this task will address the technology development needed to support the requirements established in SP3. Baseline monitoring should cover reservoir properties, reference for seismicity measurements, etc. WP5: Innovative stimulation technologies Some European countries have banned the use of hydraulic fracturing by law (France, Romania). This work package will focus on other possible methods to unlock the trapped gas in the unconventional reservoirs. When the fracturing fluid is water-based so called formation or permeability damage may occur, due to swelling of clay minerals or other physical and chemical mechanisms. Minimization of the damage is possible due to partial or complete substituting water by for e.g. gases. Fracturing fluids prepared in such a way are called energized fluids. Other choices of environmentally friendly fracking fluids, possibly having a positive effect on recovery, and that have low post-damage effects (e.g. to avoid solids production) will also be assessed (for instance, propane). Other fracturing alternatives to hydraulic fracturing will be investigated, e.g. thermal fracturing, electrofracturing. Injection of CO2 could provide a sound alternative to conventional recovery technologies. Carbon dioxide could, potentially, be injected above fracturing pressure therefore increasing well injectivity and replacing water in fracturing operations. Compositional effects between methane and CO2 might result in increased gas recovery. This, however, requires addressing questions associated with CO2 injection scheme, and backproduction. The shale gas reservoirs, in this case, would be used not only to produce natural gas, but also as a carbon storage sites. 6. Milestones Milestone Measurable Objectives Project Month M1 Technology status report delivered 6, 18, 30 M2 Annual report 12,24,34 M3 Yearly workshop conducted 13,25,35 M4 Midt-term review performed 18 M5 Final review performed 36
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 34 7. Participants and Human Resources Name2 (acronym) Country Role3 Associated to (if associate) Human Resource committed (py/y) SINTEF Norway SP2 Coordinator 2 Uni Min Geol St. Ivan Rilski Bulgaria Participant 10 GEUS Denmark Associated IFPEN 0,5 IFPEN France Participant – Coordinator SP1 2 RWTH Aachen Germany Associate GSB 0,5 TNO Netherlands Participant – Coordinator SP3 2 IRIS Norway Participant 4 Polish Geological Institute Poland Participant 1,5 INIG - Oil and Gas Institute Poland Participant 4 AGH - University of Krakow Poland Participant unspecified IGME Spain Participant 2 UK Energy Research Centre4 UK Participant – Coordinator SP6 4,2 British Geological Survey UK Associated UKERC Durham Energy Institute UK Associated UKERC Durham University UK Associated UKERC University of Edinburgh UK Associated UKERC University of Leeds UK Associated UKERC Imperial College London UK Associated UKERC University of Manchester UK Associated UKERC An indicative distribution of resources is included: Organisation acronym WP2.1 WP2.2 WP2.3 WP2.4 WP2.5 SP2 py/y SINTEF 0,75 0,5 0,75 0 2 Uni Min Geol St. Ivan Rilski 10 5 5 0 20 GEUS 0,25 0 0,25 0 0,5 IFPEN 0,5 0 0 1 0,5 2 RWTH Aachen 0 0 0,5 0 0 0,5 TNO 1 0,25 0,5 0,25 2 IRIS 2 0 0 0 2 Polish Geological Institute 0,5 0 0,5 0,5 1,5 INIG - Oil and Gas Institute 1 1 1,5 0,5 4 AGH - University of Krakow x x x x x IGME 0,5 0 0,5 1 2 UK Energy Research Centre 2,4 0 0,9 0,9 4,2 TOTAL 7,9 4,75 7,4 5,65 35,7 2 Full names of institutes and summaries of their track record and contributions to SP3 are listed below. 3 Institutes with a total contribution of min. 5 py/y to the whole JP are listed as participants. 4 UKERC is coordinating contributions from institutes in the United Kingdom (combined py/y for UK institutes is given).
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 35 List of institutes and summaries of specific elements in their track record and contributions with special relevance to SP2 (listed by country): Bulgarian institutes: University of Mining and Geology "St. Ivan Rilski" Dr. Dimitar Merachev, dimerachev@gmail.com Participant in the GASH project and their Geochemistry laboratory for Mine equipment, Solid rock. Education and Research Laboratory of Phase Method and Radiography Structural Analysis Education and Research Laboratory of Electronic Microscopy Danish institutes: Geological Survey of Denmark and Greenland (GEUS) Dr. Peter Britze- Head of Reservoir Department, pbr@geus.dk France institutes: IFP Energies nouvelles (IFPEN) Dr. William Sassi, william.sassi@ifpen.fr Seismic methods for unconventional reservoirs Fracture hydromechanical modeling German institutes: RWTH Aachen University Bernhard M. Krooss, Research scientist, Bernhard.krooss@emr.rwth-aachen.de EMR-RPR studies the natural fracture systems in unconventional reservoir rocks in terms of location, timing, distribution and cementation. Current projects focus on unconventional Upper Carboniferous rocks in northern Germany. Dutch institutes: TNO Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl Norwegian institutes: SINTEF Dr. Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no Coordination SP2 Formation physics: - Geomechanical modelling of fracture propagation in intact and naturally fractured gas shale environments, through use and development of discrete element techniques. - Laboratory measurements –using cores and core fragments- of rock mechanical and petrophysical parameters (such as brittleness) of gas shales, with relevance for exploration and production. - Effect of in situ stress an inherent shale anisotropy on fracture propagation (through modelling and use of true triaxial experiments). - Multiscale petrographical and petrophysical evaluation of shale properties. Well integrity: - Integrity of annular sealants, such as cement and other sealant materials - Influence of thermal cycling on well integrity - Cement-formation bonding - Well leakages and development of microannuli - Characterization of well barrier materials - Well abandonment. IRIS Dr. Roman Berenblyum, Roman.Berenblyum@iris.no Simulation of EOR in Clastic Reservoirs Transient well flow modeling and modern estimation techniques for accurate production allocation Reservoir data assimilation for realistic geology Estimation of pressure dependent fracture parameters
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 36 Automated drilling Environmental monitoring Microbial EOR Polish institutes: AGH University of Science & Technology Prof. Stanislaw Nagy- Head of Gas Engineering Department, stanislaw.nagy@agh.edu.pl Quantitative analysis of well logs to determine the lithological formation, porosity, inflow and filtration parameters Optimization of drilling parameters, including the selection of drilling technology, tools, drilling fluids and cementing vertical and horizontal holes for shale gas 2013-2016 Integrated Reservoir, Exploration & Gas Extraction System for Shale Gas – 2013-1016 Effective technologies in geoengineering, conventional & non-conventional oil & gas reservoirs (including coal-bed methane) 2011-2015 Evaluation of impact of drilling & fracturing process for natural environment 2012-2013 INIG- Oil and Gas Institute Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl Extensive national research covering: Anisotropy models of rocky medium and correlation of the mineralogical indices of brittleness with the acoustic properties of rocks Dispersion analysis of acoustic velocities in Polish shale rocks: effects of petrophysical properties and mineralogy, 2013 ongoing Drill core analysis and study of geomechanical properties of rocks Laboratory for rocks and fluids properties investigations with complex interpretation for unconventional gas exploration Quantitative description of wellbore stability problems in swelling shales in dynamic conditions with due account for wellbore stress and strains, including models Simulation of fracture zones, testing of fracturing fluids for hydraulic fracturing and impact of various chemical composition of fracturing fluids on pore fluids Polish Geological Institute – National Research Institute (PGI-NRI) Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl Determination of the potential continuous hydrocarbon accumulations (including sweet-spots recognition) within the organic reach shale successions in Poland Hydrocarbon basins in Poland and their potential for unconventional gas accumulations Monitoring of ground surface settlement on the area of three selected shale gas exploration localities (WP4) Spanish Institutes: Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, ro.martinez@igme.es (WP3.1, 3.2, 3.4-3.6) Multi-phase modelling related to gas and CO2 storages Large experience in classification of mineral resources Expertise within rock mechanics of shales of the University of La Coruña Studies of seismicity and monitoring tools (together with the Institute of Earth Science Jaume Almera) UK institutes: UK Energy Research Centre (UKERC) Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk Dr. Valeria Branciforti- Knowledge Exchange Associate, v.branciforti@ukerc.ac.uk Coordination of contributions from institutes in the United Kingdom British Geological Survey Ed Hough et al.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 37 Predictive Stratigraphic Analysis, controls on shale reservoir architecture & quality, how to identify and predict “sweet spots”. Fracture propagation/imaging. Microseismic monitoring. University of Edinburgh Dr Mark Chapman, Dr. Chris McDermott Investigations of anisotropic rock physics mode, brittleness index and fraction of brittle minerals. Calibration of the models against core and log data from the Barnett shale Development of rock physics templates for improved data integration Experimental investigation of fracture propagation and permeability; equipment to simulate in situ reservoir conditions of true tri-axial conditions. University of Leeds Prof. Quentin Fisher Laboratory methods to characterize the properties of gas shales and use of microseismic and geomechanical modelling of fracturing. Microseismic monitoring of the hydraulic fracturing process. State-of-the-art finite element modelling to optimize the fraccing process (e.g. spacing and sequencing of both wells and fractures) Imperial College London Prof. Alain C. Gringarten Characterization of shale gas production mechanisms, as part of a JIP on Well Test Analysis in Complex Systems Durham Energy Institute Prof. Richard Davies Involved in a multi-company consortium involving 6 researchers, across 3 universities called ReFINe (Research Fracking in Europe). University of Manchester Prof. Kevin TaylorRock geomechanics and fracturing. Capabilities include: ability to measure elastic (seismic) properties from room pressure up to a few hundred MPa (i.e., over the whole of the interesting pressure range); ability to measure gas and fluid permeabilities using a range of methods including ones which we have used on rocks with the range of permeabilities that shale gas reservoirs have; ability to hydrofracture samples under controlled effective pressures; ability to make measurements of failure stresses and frictional properties under a wide range of temperature, confining pressure and pore fluid pressure conditions; Expertise in characterizing deformation microstructures using a wide range of electron-optical techniques. Expertise in field scale fracture/fault characterization 7. GANT Chart Activity 1 2 3 4 5 6 7 8 9 10 11 12 WP1: Characterisation WP2: Drilling WP3: Fracturing WP4: Monitoring WP5: Alternative production methods Technology status report M1 M1 M1 Annual report of activities M2 M2 M2 Annual workshop M3 M3 M3 Midt-term review M4 Final review M5
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 38 8. Contact Point for the sub-programme 2 on Safe and efficient exploitation Maria Barrio SINTEF Petroleum Research S.P. Andersensvei 15b, 7465 Trondheim, Norway +47 995 34 665
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 39 SUB-PROGRAMME 3: Environmental impact & footprint A sub-programme within the Joint Programme Shale gas EERA EUROPEAN ENERGY RESEARCH ALLIANCE Description of Work Version: 2.0 Last modification date: 28-03-2013 Jan ter Heege, TNO
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 40 SP3 Environmental impact & footprint Environmental impact and footprint associated with large scale shale gas development is of major concern to public, stakeholders and policy makers. Current knowledge on the effects of shale gas exploitation mainly originates from shale gas practices in the United States. Due to differences in geological settings and societal environment between European member states and the United States, a common independent European knowledge basis is required to decide on the fate of shale gas in Europe and implement proper regulations. The main objective of this sub-programme is to establish such a knowledge basis through (1) compiling a comprehensive inventory of risks, impact and footprints by extending and integrating national research programs, (2) applying knowledge to the European situation, (3) standardize methodologies to quantify impact, footprint and risks for European shale gas plays, and (4) determine potential risk mitigation measures and boundary conditions for minimum impact and footprint. Different research tasks will be carried out in six work packages on (1) impact of surface activities on human health, safety and environment, (2) impact of hydraulic fracturing and gas production, (3) impact of wells and requirements of well design, (4) impact on water resources and optimum water management, (5) standardized methodologies for baselines, benchmarks and risk assessment, (6) measures to mitigate risks and minimize footprint. The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) starting with compilation and evaluation of national research (year 1), followed by extension of existing research and on addressing research niches that are specific for the European Union (year 2) and integration of the research, development of standard methodologies, and dissemination of quantified risks, impact and footprint (year 3). Milestones include a website to build and disseminate the knowledge basis, and annual progress reports and workshops. The key expertise, equipment, and infrastructure of 18 research institutes from 10 European member states (total committed humane resource of ~36 py/y) will be used to carry out the different research tasks. Contributing member states cover the most important geopolitical regions where shale gas development may play a (future) role. Shale gas development is at different stages in the contributing member states (i.e. from moratorium to full operation). Accordingly, all aspects related to the environmental impact and footprint of shale gas development can be covered in the sub-programme.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 41 1. Background The accelerated worldwide development of shale gas is accompanied by growing public concern regarding the impact of shale gas on human health, safety and environment. Part of this concern originates from shale gas practices in the US, where experience is gained through the drilling of thousands of wells and stimulation of the complete horizontal section of the wells. Shale gas development in Europe may benefit from lessons learned in the US. However, population densities, geological settings, exploitation technologies, and regulations in European Union member states are markedly different from the US. It is clear that practices and problems with development of shale gas plays in the US cannot be directly transferred to Europe. Besides security of energy supply, public concern with shale gas development is an important driver for differences in political positions concerning shale gas between European member states. Accordingly, a sound common European knowledge basis and clear independent view based on solid research of the environmental impact and footprint of shale gas is essential for public and policy makers to decide on the fate of shale gas in Europe. The research in this sub-programme aims to establish such a knowledge basis and independent view. It focuses on quantifying impact, footprint and risks for the European situation rather than summarizing arguments in favor or against shale gas development. The added value for European member states consists of (1) a better knowledge basis on environmental impact and footprint due to extension and integration of national research programs on shale gas, (2) establishment of a knowledge basis on environmental impact and footprint that is specific for the European situation, and (3) standardization of methodologies to quantify impact, footprint and risks. The program also establishes a common knowledge platform for development and evaluation of new technologies to improve the development of shale gas fields, firstly with environmental issues in focus, and secondly, to enhance cost-efficiency during the total life-time of any field opened for production. The knowledge basis that will be established in this sub-programme contributes to research activities for deep geothermal energy production performed within the framework of the European Technology Panel on Renewable Heating and Cooling (e.g., environmental impact of hydraulic fracturing). The research also has strong links with research on technologies for CCS performed within the framework of the Zero Emissions Platform (e.g., methodologies for risk assessment). 2. Objectives The sub-programme (SP) on Environmental impact and footprint contains six work packages (WP) that deal with impact and footprint on different spatial scales (from regional to well site) and for different environments (subsurface to surface). The main objectives of the sub-programme are to (1) compile a comprehensive inventory of the potential impact and footprint of shale gas development, (2) quantify impact, footprint and risks associated with shale gas development, (3) determine potential risk mitigation measures and boundary conditions for minimum impact and footprint, (4) develop standardized methodologies to assess impact, footprint and risks of shale gas development. Acquired understanding of industrial, political and public perception of shale gas development within the joint project will be used to identify the need for new technologies. All work packages contribute to these main objectives. The individual WPs address impact and footprint for different activities related to shale gas development. WP1 assesses the impact of surface activities on human health, safety and environment for different spatial scales (i.e. from regional to well site) and activities (e.g., drilling, development of infrastructure, transport).
  • 42.
    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 42 WP2 assesses the impact of hydraulic fracturing and gas production. Subsurface impact (e.g., fracture containment) as well as near surface impact (e.g., potential leakage risks of hydraulic fracturing fluids) are considered. WP3 assesses the impact of wells and requirements of well design. The impact of different well designs is considered to determine well designs that lead to minimum environmental impact and footprint. WP4 assesses the impact on water resources and optimum water management. All aspects related to water consumption; transport and treatment of produced water are considered. WP5 assesses standardized methodologies for baselines, benchmarks and risk assessment. This work package addresses standardization of methodologies that enable unbiased comparison of impacts and risks across Europe. Comparison with methodologies developed for other subsurface activities (e.g., carbon capture and storage, geothermal energy production) are considered to develop and evaluate benchmarks. WP6 assesses measures to mitigate risks and minimize footprint. In this work package, measures will be identified that will minimize the impact, footprint and risks assessed in WP1-5. 3. Description of foreseen activities (including time line) Within each of the six work packages of SP3, research activities are structured in tasks (T). The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) by several research institutes with proven track record in the individual research tasks. During the first year, the main focus will be on the compilation and evaluation of national research on the impact and footprint of shale gas development for application within the European Union. During the second year, the main focus will be on the extension of existing research and on addressing research niches that are specific for the European Union as a whole rather than for individual member states alone. During the third year, the main focus will be on integration of the research, development of standard methodologies, and on dissemination of quantified risks, impact and footprint of shale gas development within Europe. Research activities reflect current understanding of the most important impact and footprint of shale gas development in Europe. It is foreseen that additional means of impact may be identified, and that the perceived importance of impact currently identified may change as research progresses. This sub-programme has strong links with all other sub-programmes in the Joint Programme, i.e. with SP1 on Assessment of shale gas potential in relation to the potential scales of impact and footprint, with SP2 on technology for safe and efficient exploitation in relation to safety and footprint of shale gas production techniques, with SP4 on Energy and Carbon efficiencies and emissions to air in relation to the footprint of gas emissions at well sites, with SP5 on regulations, markets and policy issues in relation to optimum regulations that ensure minimum impact of shale gas development, and with SP6 on public perceptions in relation to independent and reliable assessment of risks, impact and footprint of shale gas development in Europe. Initially, the sub-programme will rely on research activities and funding available at the participating institutes. Additional funding will be sought as the programme progresses. Research activities (tasks) carried out in the six work packages are outlined below. All tasks contribute to the objectives described in section 2. In all work packages, it will also be evaluated to what extent practices from large scale shale gas development in the USA can be applied to Europe. Impact and footprint will be addressed within the context of current land uses (baseline) and compared to other uses of land or subsurface as well. WP1: Impact of surface activities on human health, safety and environment The impact of activities such as transport of materials, drilling, and waste disposal for construction of well sites will be assessed (T1.1). Development of infrastructure (e.g., roads, railroads, pipelines) required for transport of materials to/from the well site and transport of
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 43 gas from the well site to existing gas grids through pipelines will impact eco-systems, for example by landscape fragmentation (T1.2). The regional impact on human health, safety and environment of large scale shale gas development related to the availability and costs of raw materials as well as human resources will be investigated (T1.3). The impact of different surface activities will be integrated to assess the combined impact on eco-systems and human health, safety and environment (T1.4). WP2: Impact of hydraulic fracturing and gas production Hydraulic fracturing has received a lot of attention in discussions on environmental aspects of shale gas development in Europe, mainly related to risks of groundwater contamination and induced seismicity. The risks and potential impact of loss of containment of hydraulic fractures and migration of hydraulic fracturing fluids and /or proppants to groundwater levels by connection to natural fractures will be assessed (T2.1). The risks and potential impact of induced seismicity by reactivation of existing faults due to hydraulic fracturing, gas production, or waste water injection will also be assessed (T2.2). Other risks and impacts related to hydraulic fracturing and gas production (e.g., ground subsidence) will be identified and quantified if proven relevant (T2.3). WP3: Impact of wells and requirements of well design Proper well design is important for safe production of shale gas. Risks and environmental impact of wells will be assessed for different well designs (T3.1). Assessment of the impact of wells will be used to define guidelines for proper well design (T3.2) and identify well designs with minimum surface footprint (T3.3). The risks and potential impact reduced wellbore stability over the lifetime of shale gas fields will also be assessed (T3.4). WP4: Impact on water resources and optimum water management Hydraulic fracturing for shale gas development requires large quantities of water. In this work package, impact related to availability of water (T4.1), access to water resources (T4.2), and transport of water (T4.3) will be assessed. In addition, treatment, recycling, reuse and disposal of flowback and produced water that might contain residual fracking fluids, gasses, and trace elements of heavy metals will be addressed (T4.4). Special attention will be given to guidelines for the disposal of naturally occurring radioactive material that may be present in flowback or produced water (T4.5). Monitoring toxicity of fracturing fluids and flowback water will be performed (T4.6). WP5: Standardized methodologies for baselines, benchmarks and risk assessment To accurately assess the environmental impact and footprint of shale gas development, it needs to be compared to baseline data collected prior to shale gas development in areas of interest. Standardized methodologies are required to compare impact and footprint in different shale gas plays. In this work package, standardized methodologies will be developed for collection of baseline data (T5.1), for establishing benchmarks for comparison with other subsurface activities (e.g., conventional gas, CO2 storage) (T5.2), and for assessment of risks associated with shale gas development (T5.3). WP6: Measures to mitigate risks and minimize footprint While WP1-WP4 focus on assessing the environmental impact and footprint, this work package focuses on determining measures that can be applied to mitigate risks and footprint. Research will include the use of monitoring techniques to assess subsurface perturbations due to hydraulic fracturing (e.g., using microseismics), due to gas production during the lifetime of a field, and post-production ("after-field-life") (e.g., using 4D seismic surveys) (T6.1). Boundary conditions for hydraulic fracturing (e.g., for injection volumes) (T6.2) and gas production (e.g., traffic light systems for induced seismicity) will be established (T6.3). Guidelines for well and field abandonment after boundary conditions for safe exploitation are exceeded will also be addressed (T6.4).
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 44 4. Milestones Milestone Measurable Objectives Project Month M1 Report with additional sources of impact based on participant inventories 6 M2 Website for dissemination of results 10 M3 Minutes of workshop on results of year 1 11 M4 Annual report year 1 with compilation, evaluation, and application of national research 12 M5 Minutes of workshop on results of year 2 23 M6 Annual report year 2 with extension of existing national research and research niches 24 M7 Minutes of workshop on results of year 3 35 M8 Final report with integrated research on quantified risks, impact and footprint of shale gas development 36 5. Participants and Human Resources Name1 (acronym) Country (sorting criterium) Role2 Associated to (if associate) Human Resource committed (py/y) TNO Netherlands JP/SP - Coordinator 1.5 Uni Min Geol St. Ivan Rilski Bulgaria Participant 7 VSB- Technical Uni Ostrava Czech Republic Participant 1.5 GEUS Denmark Associate IFPEN 0.5 IFPEN France Participant – Coordinator SP1 0.5 University of Athens Greece Participant 10 SINTEF Norway Participant - Coordinator SP2 1 Polish Geological Institute Poland Participant 5 INIG - Oil and Gas Institute Poland Participant 2 AGH - University of Krakow Poland Associate PGI x LNEG Portugal Participant - Coordinator SP4 0.5 IGME Spain Participant 2.5 UK Energy Research Centre United Kingdom Participant - Coordinator SP6 7.45 Total 39.45 Name WP3.1 WP3.2 WP3.3 WP3.4 WP3.5 WP3.6 SP3 py/y TNO 0.4 0.4 0.2 0.2 0.2 0.1 1.5 Uni Min Geol St. Ivan Rilski x x x x x 0 7 VSB- Technical Uni Ostrava 0.5 0.2 0 0.3 0.5 0 1.5 GEUS 0.1 0.1 0.1 0.1 0.1 0 0.5 IFPEN 0 0 0 0 0 0.5 0.5 University of Athens 2 2 0 2 2 2 10 SINTEF 0.2 0.2 0.2 0.2 0.2 1
  • 45.
    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 45 Polish Geological Institute 1 1 0.5 1 1 0.5 5 INIG - Oil and Gas Institute 0 1 0 0 1 0 2 AGH - University of Krakow x x x x 0 0 x LNEG 0 0 0.5 0 0 0 0.5 IGME 0.5 0.5 0 0.5 0.5 0.5 2.5 UK Energy Research Centre 1.5 0.5 0.1 2.7 2 0.65 7.45 TOTAL 6.2 5.7 1.6 7 7.5 4.45 39.45 1Full names of institutes and summaries of their track record and contributions to SP3 are listed below. 2Institutes with a total contribution of min. 5 py/y to the whole JP are listed as participants. 3UKERC is coordinating contributions from institutes in the United Kingdom (combined py/y for UK institutes is given). List of institutes and summaries of their track record and contributions to SP3 (listed by country): Czech Republic institutes: VSB-Technical University of Ostrava Prof. Pavel Danihelka- Head of the Laboratory of Risk Research and Management, pavel.danihelka@vsb.cz Cooperation with the Czech Ministry of Environment on the conception of environmental security, participation on crisis plans of the MoE (WP3.1) Common research activities with the society Vodní zdroje Chrudim (Water resources Chrudim) on the field of water sources and management (WP3.4) Preparing methodologies of major accidents impacts on environment (WP3.5) Danish institutes: Geological Survey of Denmark and Greenland (GEUS) Dr. Peter Britze- Head of Reservoir Department, pbr@geus.dk Coordination SP1, contribution in WP3.1-3.5 Dutch institutes: TNO Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl SP coordination, contributions in all WP’s France institutes: IFP Energies nouvelles (IFPEN) Dr. William Sassi, william.sassi@ifpen.fr Environmental evaluation through LCA (WP3.6) Greek institutes: National and Kapodistrian University of Athens Prof. Vasileios Karakitsios- Director of the Department of Historical Geology and Paleontology, vkarak@geol.uoa.gr 1999-2001 Scientific Responsible of the KAPODISTRIAS Project: Description, protection and promotion of the geologic and geomorphologic environment of Epirus. Funded by the University of Athens 2009-2010: Geological and Paleontological findings of the extensive Ioannina Municipality area, aiming at the creation of the Ioannina Natural History Museum. Funded by the Ioannina Municipality. 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). (WP3.1) 2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). (WP3.2)
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 46 2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). (WP3.4) 2004-2005 Scientific Responsible of the Project: Hydrogeological study and determination of perimetric protection zones of the Krya springs, Ioannina. Funded by the Ioannina Municipal Enterprise of water supply and drainage (D.E.Y.A. Ioannina). 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). (WP3.5) 2013-2015 Assessing environmental impact of possible oil shale and shale gas exploitation in western Greece. ESF& National Funds (awaiting approval). (WP3.6) Norwegian institutes: SINTEF Dr. Maria Barrio- Vice President Gas Technology, Maria.Barrio@sintef.no Dr. Tore Skjetne, Tore.Skjetne@sintef.no Coordination SP2, contribution in WP3.1, 3.3-3.6 Polish institutes: AGH University of Science & Technology Prof. Stanislaw Nagy- Head of Gas Engineering Department, stanislaw.nagy@agh.edu.pl Prof. Wojciech Górecki- Petroleum geology, wgorecki@agh.edu.pl Jan Macuda & Aleksandra Jamrozik (WP3.1) Recommended Practices Toward Addressing the Environmental Impact of Poland Shale Gas Development, for GTI Chicago (USA) 2012 Stanislaw Nagy & Igor Kosacki (WP3.2) Integrated Reservoir, Exploration & Gas Extraction System for Shale Gas – 2013-1016 Rafal Wisniowski & Stanislaw Stryczek (WP3.3) Effective technologies in geoengineering, conventional & non-conventional oil & gas reservoirs (including coal-bed methane) 2011-2014 Optimization of drilling parameters, including the selection of drilling technology, tools, drilling fluids and cementing vertical and horizontal holes for shale gas 2013-2016 Jan Macuda & Aleksandra Małysa (WP3.4) INIG- Oil and Gas Institute Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl Analysis and evaluating legal acts concerning human and environment safety proceeding during prospecting and exploitation works towards gas extraction from shale formations, commissioned by industry, confidential Analysis and evaluating legal acts concerning human and environment safety proceeding during prospecting and exploitation works towards gas extraction from shale formations, commissioned by industry, confidential Monitoring of toxicity of fracturing fluids and flowback water (WP4) Toxicity of fracturing fluids, their components and flowback water after fracturing will be tested with the use of standardised ecotoxicological tests battery (Microtox/DeltaTox, Daphtoxkit F magna, Thamnotoxkit F, Rotoxkit F, Ostracodtoxkit F, etc.) and MARA (Microbial Assay for Risk Assessment). Alternative fracturing fluid composition (WP2) In a case of high toxic components there will be analysed a possibility of a use of interchangeable chemicals of lowered toxicity, and with preservation of technological parameters of fracturing fluids. This will enable decrease in environmental hazard. Polish Geological Institute – National Research Institute (PGI-NRI) Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl (contact person for EERA) Dr. Monika Konieczyńska, Geology for Land Use Planning and Sustainable Development Program, monika.konieczynska@pgi.gov.pl (environmental impact specialist, WP3.1-3.6) Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.1) Environmental Impact of Hydraulic Fracturing Process in Exploration and Production of Shale Gas Environmental Aspects of Hydraulic Fracturing Treatment Performed on the Łebień LE-2H Well
  • 47.
    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 47 Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.2) Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.3) Environmental Impact of Hydraulic Fracturing Process in Exploration and Production of Shale Gas Environmental Aspects of Hydraulic Fracturing Treatment Performed on the Łebień LE-2H Well Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.4) Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.5) Assessment of Environmental Hazards caused by Prospecting, Exploration and Exploitation of Unconventional Hydrocarbon Resources (WP3.6) Spanish Institutes: Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, ro.martinez@igme.es (WP3.1, 3.2, 3.4-3.6) IGME has developed very recently a very detailed study of the impact of coal mining and coal tailings on human health and ecosystems. This experience can be very useful for this JP. (WP3.1) IGME has developed a first study of the potential impact of hydraulic fracturing, including groundwater contamination and induced seismicity (WP3.2) IGME study on potential impacts also includes water management and disposal (WP3.4) CIEMAT, who is supporting IGME in this JP has developed methodologies for risk assessment in several underground activities, like CO2 storage or nuclear waste underground storage. (WP3.5) IGME will provide large experience in the use of monitoring techniques (WP3.6) UK institutes: UK Energy Research Centre (UKERC) Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk Dr. Nicola Combe- Knowledge Exchange Associate, n.combe@ukerc.ac.uk Coordination of contributions from institutes in the United Kingdom, coordination SP6 British Geological Survey Dr. Nick Riley (WP3.4-3.6) Hydrochemistry of flowback fluids. Aquifer protection. Management of induced seismic risk. Durham Energy Institute Prof. Richard Davies (WP3.1-3.6) We are launching a multi-company consortium across 3 universities called ReFINE (Research Fracking in Europe). Hence significant interest in this theme and strong commitment. The staff are Dr Fred Worrall, Dr Simon Mathias, Professor Gillian Foulger, Professor Richard Davies, Professor Sarah Curtis, Professor Phil Macnaghten, Mr Laurence Williams, Mr Sam Almond and Dr Liam Herringshaw (Durham University). Durham University Prof. Sarah Curtis (WP3.1) Our extensive and ongoing research on hazard and risk provides the context for a study in which we are collaborating with colleagues in Quebec, Canada to explore scope for a health and social impact assessment of shale gas. This collaboration also links us to the Durham Energy Institute. We are happy to explore how through this established collaboration we may be able to contribute to work in EERA, and provide scope to extend the perspectives considered beyond EU countries University of Edinburgh Dr. Stuart Gilfillan & Prof. Stuart Haszeldine (WP3.4) Geochemical tracing of groundwater pollution from unconventional gas production - This study will establish a methodology to categorically resolve methane sources in groundwaters and hence determine if pollution by gas extraction has occurred. The work will establish the C and H stable isotope, noble gas composition and radiocarbon content of coal bed methane and shale gas from producing fields and backflow production waters in the UK and USA. These will be compared to the
  • 48.
    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 48 composition of natural shallow groundwaters in regions where pollution is thought to have occurred. Analysis of these samples will provide further understanding of the effectiveness of the different natural tracers in fingerprinting contamination of groundwaters. Prof. Ian Main, Dr. Andrew Bell & Dr. Mark Naylor (WP3.5) 'Robust Assessment and Communication of Environmental Risk', NERC consortium grant NE/J016438/1, under the Probability and Uncertainty in Risk Estimation (PURE) programme 'Strategies and tools for Real Time Earthquake Risk Reduction' (REAKT), EU FP7 grant ‘Localizing signatures of catastrophic failure (LOCAT)’, ERC Complexity-Net pilot call, EPSRC Grant EP/I018492/1 ‘Earthquake and Failure Forecasting in Real Time (EFFORT): from controlled laboratory tests to volcanoes an earthquakes’, NERC Grant NE/H02297X/1 ‘Managing uncertainty in Complex Earth Systems’ Scottish Government and Royal Society of Edinburgh Fellowship Jeremy Turk (WP3.6) MSc paper on fugitive emissions modelling for global shale gas production based on Howarth (2011) numbers applied to ARI basin resource estimates. Production scaled linearly from US growth of production 2008-2012 towards 2035 estimate of 45% of gas production. University of Leeds Prof. Quentin Fisher (WP3.4) The analysis of flowback water and development of treatment strategies. Integrated Water Resource Management projects in Ethiopia, Zambia and Zimbabwe. 6. GANT Chart Research tasks within WP1-4 can be performed in parallel, according to the following timeline: I-WP1-4 (year 1) Compilation and evaluation of national research II-WP1-4I (year 2) Extension of research and addressing research niches that are specific for the European Union III-WP1-4 (year 3) Integration of the research, development of standard methodologies, and dissemination of quantified risks, impact and footprint. IV-WP5 WP5 research tasks, require input from WP1-4 and will start after finishing I. Research tasks within WP5 can be performed in parallel. V-WP6 WP6 research tasks, require input from WP1-5 and will start after finishing II. Research tasks within WP6 can be performed in parallel. VI-WP1-6 Dissemination through workshops and website (joint activity in all WP’s) VII-WP1-6 Reporting (joint activity in all WP’s) Activity Q 1 2 3 4 5 6 7 8 9 10 11 12 I-WP1-4 II-WP1-4 III-WP1-4 IV-WP5 V-WP6 VI-WP1-6 M2 M3 M5 M7 VII-WP1-6 M1 M4 M6 M8 R W/S W/S W/S W = workshop, R = report, Mx = milestone nr. X, S = annual status report 7. Contact Point for the sub-programme on Environmental impact and footprint Jan ter Heege TNO-Petroleum Geosciences Princetonlaan 6, 3584 CB, Utrecht, The Netherlands Tel: +31652779124 E-mail: jan.terheege@tno.nl
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 49 SUB-PROGRAMME 4: Energy and Carbon Efficiencies and emissions to air A sub-programme within the Joint Programme Shale gas EERA EUROPEAN ENERGY RESEARCH ALLIANCE Description of Work Version: 1.0 Last modification date: 7-04-2013 Dulce Boavida, LNEG
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 50 SP4 Energy and carbon efficiencies and emissions to air Various studies have yielded a large variation in the estimated impacts of shale gas on the environment. There are concerns that even small leakages of methane and non-methane volatile organic compounds (NMVOC) during shale gas extraction may at least partly offset the effects of lower carbon dioxide and other emissions from its use in place of coal or oil. There is, however, different published work and opinions and neutral research based facts and evaluations are needed to help decision makers in Europe. The overall objective of this sub-programme is to align pre-competitive research activities at EERA institutes to give a technical-scientific basis to further knowledge on the potential contribution of shale gas production to greenhouse gas (GHG) and other gaseous emissions. The research in this sub-programme aims to establish such a knowledge basis and independent view on Energy and Carbon Efficiencies during the overall shale gas production chain as well as emissions to air of GHGs and air pollutants . It focuses on quantifying impact, footprint and risks for the European situation. This will be achieved by: - conducting pre-competitive research to answer a number of uncertainties regarding the level of emissions. - developing methods for calculating life cycle greenhouse gas emissions and harmonization with reference to conventional gas and coal. - improve emission estimations from shale gas well sources. - development of appropriate emission factors through gas sampling and compositional analysis. The work is organized into six work packages covering (1)Emissions from Pre-production Stage, (2) Emissions from Production Stage, (3)Ambient emissions around shale gas basins, (4) Assessment of the current GHG and air pollutant emissions reporting framework. The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) comprising an initial assessment of the technology status for the various countries and an identification of topics needing and benefiting from a united European effort. Periodic reports will be elaborated as well as yearly meetings to discuss the achievements. Eight European research institutes have signalized their capabilities to perform the research outlined in this sub-programme (~10,7 py in total).
  • 51.
    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 51 1. Background The GHG and other gaseous emissions from shale gas production have been the subject of a number of studies in the USA since 2010. These studies have yielded a large variation in the estimated impacts of shale gas on the environment. There are concerns that even small leakages of methane and non-methane volatile organic compounds (NMVOC) during shale gas extraction may at least partly offset the effects of lower carbon dioxide and other emissions from its use in place of coal or oil. Next, to GHG emissions, serious air quality issues have emerged in the US besides the groundwater and water pollution issues. There is, however, different published work and opinions and neutral research based facts and evaluations are needed to help decision makers in Europe. Parasitic consumption required for production, including sub‐surface manipulation, product clean‐up and separation and other activities require a careful analysis to understand the energy and carbon emission of the sources, which will themselves, depend on the specific extraction and processing systems devised. Accurate knowledge of this is critical to safe exploitation decisions and regulation. Overall, these emissions from shale gas are dominated by the extraction stage. Significant emissions also arise from the well completion, gas processing and transmission stages, but the overall significance of these pre-extraction stages is less. Emissions during extractions can be divided into three main sources: 1) Combustion of fossil fuels to drive the engines of the drills, pumps and compressors, etc, required to extract natural gas onsite, and to transport equipment, resources and waste on and off the well site; 2) Fugitive emissions that escape unintentionally during the well construction and production stages; and 3) Vented emissions resulting from natural gas that is collected and combusted onsite (flaring) or vented directly to the atmosphere, in a controlled way. The research in this sub-programme aims to establish such a knowledge basis and independent view on Energy and Carbon Efficiencies and Emissions to Air during the overall shale gas production chain as well as emissions to air of GHGs and air pollutants . It focuses on quantifying impact, footprint and risks for the European situation. 2. Objectives The overall objective of this sub-programme is to align pre-competitive research activities at EERA institutes to give a technical-scientific basis to further knowledge on the potential contribution of shale gas production to greenhouse gas (GHG) and other gaseous emissions. These emissions need to be placed in perspective compared to other energy sources. Their impact on climate and environmental goals as defined by the EC in its thematic strategy and climate action plans need to be assessed. The focus is to create a common research agenda that advances the knowledge base and accelerates progress in removing environment barriers and developing innovative technology solutions. The sub-programme (SP) on Energy and Carbon Efficiencies and Emissions to Air is a sub-programme of the EERA Joint Programme on Shale Gas. This sub-programme is addressing the main shale gas process stages: Pre-production and production. The SP comprises the following four workpackages (WP): WP1 - Emissions from Pre-production Stage – aims to conduct pre-competitive research to answer a number of uncertainties regarding the level of emissions associated with the well completion stage.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 52 WP2 - Emissions from Production Stage – aims at developing methods for calculating life cycle greenhouse gas emissions and harmonization on extant shale gas LCA literature with reference to conventional gas and coal. It will quantify air pollutant emissions from the in-use equipment. WP 3- Ambient emissions around shale gas basins - aims to improve emission estimations from shale gas well sources, including a greater focus on ambient measurements around shale gas basins to assess the regional air quality impacts and conduct back-trajectory modelling verification of fugitive methane and NMVOC leaks from gas production facilities. WP4 - Assessment of the current GHG and air pollutant emissions reporting framework - aims to take into account the different circumstances in Europe, and how this may influence overall emissions. In order to ensure the effective control of GHG and air pollutant emissions from potential shale gas development in Europe it is important to ensure that emissions, where they arise, are reported. For GHG this involves the reporting to UNFCCC through the National Inventory Reports, for air pollutants (NOx, NMVOC) reporting under the NEC directive is compulsory. This information is important for understanding the net impact of any shale gas installations, and for assessing the impacts of control measures, and the potential for further controls. Development of appropriate emission factors through gas sampling and compositional analysis will be required to ensure that emission factors reflect the local shale gas composition. 3. Description of foreseen activities (including time line) Within each of the four work packages of SP4, research activities are structured in tasks (T). The tasks will be performed, mostly in parallel, over a 3 year time frame (2013 – 2016) by several research institutes with proven track record in the individual research tasks. During the first year, the main focus will be on the compilation of MS and Norway status of research on the Energy and Carbon Efficiencies and Emissions to Air of shale gas development, creating an agenda for common research. During the second year, the main focus will be on the extension of existing research and on addressing research niches that are specific for the European Union as a whole rather than for individual member states alone. During the third year, the main focus will be on integration of the research, development of common proposal, and on dissemination of shale gas development within Europe. This sub-programme has strong links with all other sub-programmes in the Joint Programme, but mainly with SP2 on technology for safe and efficient exploitation in relation to safety and footprint of shale gas production techniques, with SP3 on Environmental impact & footprint in relation to the footprint of gas emissions at well sites, and with SP6 on public perceptions in relation to independent and reliable assessment of risks, impact and footprint of shale gas development in Europe. Initially, the sub-programme will rely on research activities and funding available at the participating institutes. Additional funding, through the preparation of joint research proposals will be sought as the programme progresses. Research activities (tasks) carried out in the four work packages are outlined below. All tasks contribute to the objectives described in section 2. In all work packages, it will also be evaluated to what extent practices from large scale shale gas development in the USA can be applied to Europe.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 53 WP1 - Emissions from Pre-production Stage – Pre-Production-related GHG emissions include: emissions from roads and well-pad construction; from diesel engines and compressors used during drilling. (T1.1) – Identification of the different possible sources and types of emissions. This will be used to produce a list of possible emission reduction techniques that can be applied (T1.2). WP2 - Emissions from Production Stage – The methodologies and assumptions of studies examined greenhouse gas (GHG) emissions and air pollutants from shale gas production are different, and have resulted in various conclusions on the potential emissions. The GHG balance of shale gas has to take into account all GHG air emissions related to the production, transportation, and end-use of shale gas. (T2.1) LCA literature review on gaseous emissions from shale gas production with reference to conventional gas and coal. (T2.2) Developing methods for calculating life cycle greenhouse gas emissions and harmonization on extant shale gas LCA literature with reference to conventional gas and coal. (T2.3) Indicative calculation of air pollutant emissions during shale gas production for a representative case. WP 3- Ambient emissions around shale gas basins – (T3.1) Identification and estimations of the different emission from shale gas well sources, including a greater focus on ambient measurements around shale gas basins. (T3.2) to assess the possible regional air quality impacts and conduct back-trajectory modelling verification of fugitive methane leaks from gas production facilities. The possibility of coordinate air pollutant measurement campaigns and scenario modeling using CTM LOTOS-EUROS, will be evaluated (T3.3). WP4 - Assessment of the current GHG and air pollutants emissions reporting framework - In order to ensure the effective control of GHG emissions from potential shale gas development in Europe it is important to ensure that emissions, where they arise, are reported. This information is important for understanding the net impact of any shale gas installations, and for assessing the impacts of control measures, and the potential for further controls. (T4.1)To analyze the representativeness of the US-based emission factors and estimates for the European situation. This will be done in collaboration with the shale gas exploitation experts in the consortium as best practices and characteristics of the shale gas layers and shale gas composition will be crucial for such an assessment. (T4.2) Air pollutant emissions from future shale gas exploration and exploitation will be put in perspective to other sources through bottom-up emission calculations. (T4.3)Development of appropriate emission factors through gas sampling and compositional analysis will be required to ensure that emission factors reflect the local shale gas composition. 4. Milestones M1 Report with the identification of all possible sources and types of emissions. 6,12 M2 Annual report 12,24,36 M3 Website for dissemination of results 12 M4 Minutes of workshop on results of year 1,2,3 12,24,36 M5 Integrated research agenda 18 M6 Final report with integrated research agenda 36
  • 54.
    COMMERCIAL-IN-CONFIDENCE Name CountryRole Associated DoW JP Shale Gas 54 5. Participants and Human Resources Name WP4.1 WP4.2 WP4.3 WP4.4 SP4 py/y LNEG 0.5 0.5 1 1 3 Uni Min Geol St. Ivan Rilski x x x 0 5 TNO 0 0.2 0.1 0.2 0.5 University of Groningen 0 0 0.5 0 0.5 SINTEF 0.5 0.5 0 0 1 Polish Geological Institute 0.5 0.5 0.5 0.5 2 INIG - Oil and Gas Institute 0 0 0 2 2 UK Energy Research Centre 0.3 0.5 0.2 0.7 1.7 Total 1.8 2.2 2.3 4.4 15.7 List of institutes and summaries of specific elements in their track record and contributions with special relevance to SP4 (listed by country): Bulgarian institutes: University of Mining and Geology "St. Ivan Rilski" Dimitar Merachev, exploration geologist – dimerachev@gmail.com Dutch institutes: TNO Dr. Jan ter Heege- Business Case Manager Unconventional Gas, jan.terheege@tno.nl UNIVERSITY OF GRONINGEN Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl Norwegian institutes: SINTEF Dr. Maria Barrio, Senior Business Developer, Maria.Barrio@sintef.no Polish institutes: INIG- Oil and Gas Institute Prof. Maria Ciechanowska- Managing Director, maria.ciechanowska@inig.pl with SP4 Uni Min Geol St. Ivan Rilski Bulgaria Participant 5 TNO Netherlands Participant – Coordinator SP3 0.5 University of Groningen Netherlands Participant 0.5 SINTEF Norway Participant – Coordinator SP2 1 Polish Geological Institute Poland Participant 2 INIG - Oil and Gas Institute Poland Participant 2 LNEG Portugal Participant - Coordinator SP4 3 UK Energy Research Centre United Kingdom Participant – Coordinator SP6 1.7 Total 15.7
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 55 Polish Geological Institute – National Research Institute (PGI-NRI) Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.p l UK institutes: UK Energy Research Centre (UKERC) Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk Dr. Nicola Combe- Knowledge Exchange Associate, n.combe@ukerc.ac.uk 6. GANT Chart Activity / Quarters 1 2 3 4 5 6 7 8 9 10 11 12 WP1: Emissions from Pre-production WP2: Emissions from Production WP3: Ambient emissions WP4: Reporting framework Report with the identification of all possible sources and types of emissions M1 M1 M1 Annual report of activities M2 M2 M2 Website M3 Annual workshop M4 M4 M4 Research agenda M5 Final Report M6 7. Contact Point for the sub-programme on Energy and Carbon Efficiencies and Emissions to Air Dulce Boavida LNEG Estrada do Paço do Lumiar, 22, edif. J Tel: +351 210924778 E-mail: dulce.boavida@lneg.pt
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 56 EERA EUROPEAN ENERGY RESEARCH ALLIANCE SUB-PROGRAMME 5: A Social Licence to Operate? An sub-programme within the: Shale gas Description of Work Version: 4 Last modification date: 20-12-2013 Michael Bradshaw & Nicholas Pidgeon - UKERC
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 57 SP5 Social License to Operate This sub-program analyses a range of interrelated issues that are captured by the concept of the ‘Social Licence to Operate?’ These can be conceived of two high level inter-related issues: first the impact of shale gas development on the wider economy and energy strategy and the efficacy of existing regulatory regimes to manage the environmental, social and economic impacts of shale gas exploration and development. Second, wider national public attitudes and engagement in relation to the shale gas industry and specific community responses to shale gas drilling in particular locations. This Sub-Programme is organised around five work packages (WPs) that together produce an integrated assessment of the issues that need to be addressed to both maximise the potential benefits of shale gas development, while, at the same time, minimising the social, economic and environmental costs at both the community scale and the wider scale of national economies and the EU. 1. Background The scientific rationale for this sub-programme is that the unfolding public debate on shale gas development in Europe suggests that it is not advisable to separate the issues of the impact on the wider economy and energy system and the regulatory and governance issues from those of public perceptions, engagement and acceptance (or not). In the UK at present the conflict over shale gas is framed around the benefits in terms of energy security and economic growth, on the one hand; and the costs in terms of local environmental impact and the wider issue of climate change policy, on the other hand. In such a context, the development of a ‘shale gas regime’ that encompasses both the specific regulatory and planning processes and the wider issues of economic benefit and energy policy is essential to gaining wider public acceptance. At the same time, the tensions between developing unconventional fossil fuels to address energy security in the wider context of decarbonisation also needs to be considered. Thus, an integrated approach to all of the issues surrounding the ‘Social License to Operate?’ makes scientific sense. 2. Objectives The sub-programme has the following key objectives: 11.To improve understanding of the potential impact of shale gas activities on the wider EU economy and energy system. 12.To examine the regulatory and governance challenges presented by shale gas development at local, national and European scales. 13.To provide an in-depth understanding of European public awareness, knowledge about, and acceptability of shale gas technology and its potential deployment in EU Countries. 14.To understand the origins of community and national level activism and the legitimate concerns stemming from perceptions of uncertainty and risks, critical to guide effective public engagement around shale gas exploitation.
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 58 15.To suggest strategies of dialogue between policy makers, NGOs, industrial stakeholders and the public regarding the social license to operate. 3. Description of foreseen activities (including timeline) WP1 Assessment of the impact of shale gas on the economy and the energy system WP 1 considers the impact that shale gas development might have on EU energy strategy and on the wider economy. On the one hand, might a significant increase in indigenous gas production in the EU lessen dependence on imports from non-EU countries, such as Russia, Norway and the Middle East? On the other hand, if the gas price decreases as a result of large volumes of shale gas on the market (both from domestic production and as LNG), might the transition to a sustainable (low carbon) energy system in Europe be delayed? At the same time, what impact might access to cheaper gas have on the EU’s industrial economy? The development of shale gas also raises issues about supply chain management in the gas industry and the wider economic multiplier associated with shale gas exploration and production. Can industry respond quickly enough to provide the necessary drilling equipment and associated infrastructure or will failures in this area limit the pace of development and its wider economic impact? How might government interventions promote (or constrain) the exploitation of Europe’s shale gas potential? In some EU member states, tax incentives have been suggested, as has the streamlining of regulatory procedures, to encourage shale gas exploration activity, while other states have banned shale gas drilling completely. Activities will include investigation of: · The impact of shale gas on the European, regional, and national economies. · The impact of shale gas on the global and European gas markets. · The impact of shale gas on the transition towards a carbon neutral energy system. We intend to explore these issues at a European level, developing cumulative emissions scenarios for the energy systems as a whole and exploring the impact of key sensitivities, such as the LCA performance of CCS. Our past work also included a bottom up emissions accounting exercise (similar to SP4) using secondary data but we do not intend to repeat this exercise. WP2 Examination of the regulatory and governance challenges presented by shale gas development at local, national and European Scales. In WP2 the existing regulations related to shale gas extraction will be analysed in the EU member states, with respect to the Mining Act, Environmental Laws and Spatial Planning Laws. Clearly, any future shale gas activities should be supported by a robust legal framework and set of regulations on the EU and Member State level. As the future for shale gas extraction in Europe may well hinge upon the critical question of public acceptability, the subject of later work-packages, this WP will have to consider both national attitudes and risk perceptions, and responses at a local level. At a local level, shale gas development will set the objectives of national government and the wider community – to achieve affordable and reliable supplies of energy – against those of the local communities asked to bear a variety of disruptions alongside possible uncertain environmental or health risks. The analysis extends beyond the conventional confines of state-based regulatory systems to envisage what a ‘shale gas governance regime’ that incorporates a wider range of stakeholders might look like. Such a regime is essential to gaining public acceptance of shale gas development. Key activities will include: · The supply chain dimensions of shale gas development in an EU context
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 59 · Assessment of legal framework requirements for shale gas activities · Implementation issues and best-practices. · Piloting of ‘concern assessment’ methodologies for incorporating risk perceptions. WP3 Policy Framings and Social Representations. In WP3 we will seek to establish an understanding of the emerging policy framings of shale gas at a national and European level. This work-package will involve preliminary exploration, through documentary analysis and interviews, of how the varied stakeholders (policy, business, civil society) view shale and its place in the future European energy and decarbonisation landscape. Related work could also explore media images and reporting over time to map the shifting social representations of shale gas. This work also involves analysis of the role of civil society, in particular anti-shale gas activists, in framing the debate and shaping public opinion. The work will also aim to explore key cross-nation differences, their relationship to the historical context of energy use and exploitation in any particular EU member State, the potential for key stakeholder mobilisation, and lessons from past controversies with analogous energy technology issues (e.g. CCS, radioactive waste disposal, wind energy siting etc.). WP4 National Studies of Public Perceptions of Risks and Benefits of Shale Gas Extraction. WP4 is a critical baseline data gathering task, and one where we currently have very little hard evidence. It is aimed at obtaining a comprehensive empirical analysis of public perceptions of shale gas in Europe, and to understand which factors underlie these perceptions. In the same way that Carbon Capture and Storage Technologies and other examples in the energy domain have been studied recently, this work will require very careful methodological development. The aim will be to develop qualitative bottom-up studies of people’s interpretations of shale gas, and then to combine these with more informed-preference type survey techniques to elicit risk and benefit perceptions of shale gas, how this is related to acceptability of shale gas, and factors shaping perceived risks and benefits. WP5 Community Responses to Shale Gas Proposals. WP5 explores a critical emerging research need is to study how affected communities are responding to shale gas issues when local proposals are put forward, and how perceptions may differ from those expressed in the national samples. Critical research questions include: How do responses differ from national samples and to what extent can local contextual factors account for this, next to individual factors? What is the potential for both community mobilisation and dialogue in the face of shale gas proposals? How can public concerns best be addressed (e.g. by changes in relevant technologies, regulation, information provision, or compensation)? Can we apply and adapt innovative methods of ‘social impact assessment’, alongside more traditional environmental impact assessments? Empowering communities to participate in decision making, utilising deliberative community engagement methods, and by changes in relevant technologies, regulation, governance, information provision, and other approaches to responsible innovation will be needed to forge a social licence to operate, increased wellbeing and social sustainability. 4. Milestones Milestone Measurable Objectives Project Month M1 Scoping report for WP1-6 6
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 60 M2 Minutes of workshop on results of year 1 11 M3 Annual report year 1 with compilation, evaluation, and application of national research 12 M4 Minutes of workshop on results of year 2 23 M5 Annual report year 2 with extension of existing national research and research niches 24 M6 Minutes of workshop on results of year 3 35 M7 Final report with integrated research on risk perceptions and community responses 36 5. Participants and Human Resources: WP 1& 2 Name Country Role Associated with Human Resources committed to SP5 ECN Netherlands Participant - Coordinator SP5 2.5 Geological Survey of Belgium Belgium Associate TNO 1 Uni Min Geol St. Ivan Rilski Bulgaria Participant 5 VSB- Technical Uni Ostrava Czech Republic Participant 1.5 IFPEN France Participant – Coordinator SP1 0.5 RWTH Aachen Germany Associate GFZ Potsdam 0.5 TNO Netherlands Participant – Coordinator SP3 0.5 University of Groningen Netherlands Participant 1.2 Polish Geological Institute Poland Participant 0.5 IEN - Instytut Energetyki Poland Associate PGI 1 IGME Spain Participant 0.5 UK Energy Research Centre United Kingdom Participant – Coordinators SP5 3.35 British Geological Survey United Kingdom Associate UKERC 18.05 Name WP5.1 WP5.2 SP5 py/y Geological Survey of Belgium 1 1 Uni Min Geol St. Ivan Rilski x X 5 VSB- Technical Uni Ostrava 1 0.5 1.5 IFPEN 0.5 0.5 RWTH Aachen 0.5 0.5 TNO 0.25 0.25 0.5 ECN 2.5 2.5 University of Groningen 1.2 1.2 Polish Geological Institute 0.5 0.5
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 61 IEN - Instytut Energetyki 1 1 IGME 0.5 0.5 UK Energy Research Centre 2.35 1..4 3.35 TOTAL 9.1 3.95 18.05 Participants (WP 1 & 2) Belgian institutes: Royal Belgian Institute of Natural Sciences, Geological Survey of Belgium Kris Piessens, geologist, Kris.Piessens@naturalscienecs.be Bulgarian institutes: University of Mining and Geology St. Ivan Rilski Dimitar Merachev, exploration geologist – dimerachev@gmail.com Nikola Sechkariov, exploration geologist – nikola.sechariov@gmail.com Nikolay Hristov, exploration geologist – nk.hristov@gmail.com Czech Republic institutes: VSB-Technical University of Ostrava Prof. Pavel Danihelka- Head of the Laboratory of Risk Research and Management, pavel.danihelka@vsb.cz France institutes: IFP Energies nouvelles (IFPEN) Dr. William Sassi, william.sassi@ifpen.fr RWTH Aachen University Bernhard M. Kroos - Research scientist, Bernhard.krooss@emr.rwth-aachen.de Netherlands institutes: TNO Dr. Christian Bos, Energy Markets, Christian Bos@tno.nl Coordination JP Shale Gas, Coordination SP3 TNO is working on a dynamic gas market model within the EDGAR program, which is capable of simulating the market pricing and security of supply by using agent based technology. This model can be expanded to include the impact of shale gas on the European market. University of Groningen Dr J.A. Beaulieu, programme manager, j.a.beaulieu@rug.nl Martha Roggekamp ECN Dhr. Jeroen de Joode, dejoode@ecn.nl Coordination SP5 Polish institutes: Instytut Energetyki (IEn) Dr Andrzej Slawinski - IEn’s Director Representative and Head of Energy Research Integration Centre CENERG, andrzej.slawinski@ien.com.pl
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 62 The Institute provides analysis and case studies of energy economics and the development of energy strategie. Polish Geological Institute – National Research Institute (PGI-NRI) Dr. Anna Becker, Energy Security Program, anna.becker@pgi.gov.pl (WP3.1-3.6) Spanish Institutes: Instituto Geológico Y Minero de España (Spanish Geological Survey, IGME) Dr. Roberto Martínez- Deputy Director of Research on Geological Resources, ro.martinez@igme.es UK institutes: UK Energy Research Centre (UKERC) Prof. John Loughhead- Executive Director, j.loughhead@ukerc.ac.uk Prof. Michael Bradshaw, Professor of Human Geography, University of Leicester (after 1st January 2014 the Warwick Business School), mjb41@le.ac.uk. Michael Bradshaw will play a coordinating role in relation to WP 1 & 2 and together with Prof Nick Pidgeon (UKERC/Cardiff) will manage and coordinate SP5. Dr. Valeria Brancifortia- Knowledge Exchange Associate, v.branciforti@uker.ac.uk Coordination SP5 Dr John Broderick, University of Manchester Tyndall Manchester is an interdisciplinary research centre with an international reputation for delivering cutting-edge and impartial analyses on energy and climate change. We have been investigating the climate change implications of shale gas developments for the past two years primarily focussing on the combustion emissions of the gas itself, rather than fugitive and other emissions from hydraulic fracturing. We have considered the cumulative quantities of emissions that may be released by the extraction and combustion of shale gas and the implications of expansion of the industry in the UK in two reports (Wood et al 2011, updated as Broderick et al 2011). Dr John Broderick and Prof Kevin Anderson have also developed capital cost estimates comparing a UK shale gas industry with renewable electricity generation and have shared these outputs in European Parliamentary workshops, presentations and reports to the Environment and Petitions Committee. 6. Participants and Human Resources: (WP 3, 4 & 5) Name Country Role Associated to (if associate) Human Resource committed UKERC UK Participant – SP5 Coordinator 1.6 ITAS D Participant 1 TNO NL Participant – Coordinator SP3 0.5 ECN NL Participant – Coordinator SP5 2.5 RUG NL Participant 4.2 LNEG PT Participant – Coordinator SP4 0.6 VSB-TUO CZ Participant 2.0 BGS UK Associate UKERC 0.1 12.5 This needs to be reworked around the 3 WPs Name WP6.1 WP6.2 WP6.3 WP6.4 WP6.5 WP6.6 SP6 py/y
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 63 VSB- Technical Uni Ostrava 1 1 2 ITAS x X X 1 TNO 0.1 0.2 0.2 0.5 ECN 0.5 0.5 0.5 0.5 0.5 2.5 University of Groningen 2.2 2 4.2 LNEG 0.6 0.6 UK Energy Research Centre 0.1 1.0 0.6 1.7 TOTAL 0.2 5.5 3.7 0.5 1.1 0.5 12.5 Participants (WP 3,4, & 5) UKERC, United Kingdom Professor Nick Pidgeon, EERA JP Shale Gas Joint-Coordinator SP5, Cardiff University, Understanding Risk Research Group, School of Psychology, Cardiff CF10 3AT pidgeonn@cardiff.ac.uk UKERC will provide the coordination role through Cardiff University’s Understanding Risk research group which currently researches public engagement and risk perceptions around energy and emerging technologies (nuclear power, renewable energy, nanotechnologies, climate engineering, CCS). Topics will include how the public perceives technologies of shale gas (WP 6.3), and development and application of novel methodologies for publics deliberating shale from a ‘whole system’ perspective. UKERC will also conduct learning from experience with (radioactive waste, CCS, underground natural gas storage) as well as identifying potential resource conflicts (Associate, British Geological Survey, WP 6.1 and 6.4). ITAS, Germany Julia Hahn, Institute for Technology Assessment and Systems Analysis (ITAS), Karlsruhe Institute of Technology, Karlsruhe Institute of Technology (KIT) Karlstrasse 11, D-76133, Karlsruhe, Germany julia.hahn@kit.edu Public perception of and public discourses about new technologies and their impacts are major topics of two research departments (“research areas”) within ITAS. They deal with various technologies, including storage of nuclear waste, nanotechnology, energy technologies and neurotechnologies. Shale gas would be added as another “new case” to this portfolio. (WP 6.3 and 6.4) TNO, The Netherlands Rene Peters, Coordinator EERA JP Shale Gas TNO, Stieltjesweg 1, 2628 CK Delft, The Netherlands Rene.peters@tno.nl TNO will contribute to institutional analysis of the actor networks around controversial issues in the physical-spatial domain, like shale gas, and the role of divisions between government, industry stakeholders, NGOs, local communities, knowledge institutes and media (WP 6.3). Identification, analysis and handling of risk factors in shale gas exploration and exploitation, based on comparison to other ‘controversial’ more acceptable energy technologies (WP 6.4), and assess public perception development in the Dutch shale gas cases Boxtel and Marknesse (WP 6.5).
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 64 ECN, The Netherlands Jeroen de Joode Energy Research Centre of the Netherlands (ECN), P.O Box 1, 1755 ZG Petten, The Netherlands dejoode@ecn.nl The ECN has significant current national and EU activity and expertise in the study of public perceptions of CCS technologies, in methodologies for informed choice public surveys of perceptions of new technologies and change over time, and comparative studies of perceptions in different countries (e.g. Netherlands, Japan and Australia). ECN will contribute to the study of the development of national and community attitudes to shale in The Netherlands (WP 6.3 and 6.4) and to methodological work on deliberating shale gas from a whole systems perspective (WP 6.5). RUG, The Netherlands Dr J.A. Beaulieu, Groningen Energy and Sustainability Programme, University of Groningen, The Netherlands j.a.beaulieu@rug.nl The Environmental Psychology group at the University of Groningen (RUG) will focus on biases in judgements on risks and benefits, relationships between knowledge, values, perceived risks and benefits, and acceptability and shale gas. RUG is also a world leader on social impact assessment, which has transformed over time to become the process of managing the social issues and this methodology will be applied to the shale gas case. (WP 6.4 and 6.5) LNEG, Portugal Dulce Boavida National Laboratory of Energy and Geology, Estrada da Portela, Bairro do Zambujal, Apartado 7586 – Alfragide, 2610-999 Amadora, Portugal dulce.boavida@lneg.pt LNEG, the National Laboratory of Energy and Geology, carries out research, testing and technological development activities mainly in the areas of energy and geology. We will conduct studies primarily of public perception in Portugal related to shale gas exploration and exploitation (WP 6.5). VSB-TUO, Czech Republic. Prof. Pavel Danihelk VSB-Technical University of Ostrava, 17. Listopadu, 708 33 Ostrava, Czech Republic pavel.danihelka@vsb.cz VSB-TUO is currently involved in a National Security Research Programme on risk communication. The atmosphere in the Czech Republic is currently rather negative against shale gas exploitation, including letters of opposition from communities potentially involved, suggesting that there is a lack of confidence and trust from the side of communities. The work would aim to understand the factors underlying this position (WP 6.5)
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    COMMERCIAL-IN-CONFIDENCE DoW JPShale Gas 65 i Unconventional Gas: Potential Energy Market Impacts in the EuropeaJoint Research Centre, Institute for Energy and Transport, 2012. ii HS Global Insight (Des. 2011). The Economic and Employment Contributions of Shale Gas in the US. iii Energy Technology Perspectives 2012, OECD/IEA, ISBN: 978-92-64-17488-7 iv World Energy Outlook 2011, OECD/IEA v BP Statistical Review of World Energy, 2010 vi Final report on unconventional gas in Europe, Philippe & Partners, Brussels, November 2011 vii EU environmental framework applicable to shale gas practices, European Commission, Brussels, Vopel, 2012.