Advances in Nanoemulsion Characterization Techniques and Their Role in Oil Displacement Mechanisms

Nanoemulsions are thermodynamically unstable but kinetically stable colloidal dispersion systems with droplet sizes ranging from 20 to 500 nm. With their high specific surface area, excellent optical properties, tunable rheology, and remarkable penetration ability, these systems demonstrate enormous potential in enhanced oil recovery (EOR). This paper systematically reviews the significant advances in nanoemulsion characterization techniques and oil displacement mechanisms. The nanoemulsion characterization techniques are examined, covering a comprehensive multi-scale characterization system from particle size and distribution analysis (e.g., dynamic light scattering, laser diffraction), micro-morphology and structure visualization (e.g., transmission electron microscopy, atomic force microscopy), and interface and surface property characterization (e.g., interfacial tension measurement, zeta potential analysis) to stability and rheology assessment, as well as chemical composition and structure analysis. Furthermore, core mechanisms of nanoemulsions in oil displacement processes are briefly summarized, revealing multiple synergistic enhancement mechanisms including ultra-low interfacial tension and oil film stripping, rock wettability alteration, emulsification and viscosity reduction, improved fluid flow and injection pressure reduction. Finally, prospects for the potential application of nanoemulsion oil displacement technology in the development of low-permeability, tight, and heavy oil reservoirs are described by analyzing the current challenges such as unclear structure–activity relationships, full-chain stability (including storage, transport, injection, and reservoir aging), and environmental safety, and future research directions are pointed out, including clarifying structure–activity relationships, smart responsive system development, artificial intelligence-assisted design, and pilot-scale validation. Clarifying the link between nanoemulsion characterization techniques and oil displacement mechanisms is of significant academic and engineering value for promoting the transition from empirical application to rational design of related technologies.