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a b s t r a c tWhile the majority of shale formations will serve as reservoir seals for stored anthropogenic carbon dioxide (CO 2 ), hydrocarbon-bearing shale formations may be potential geologic sinks after depletion through primary production. Here we present the United States-Department of Energy-National Energy Technology Laboratory (US-DOE-NETL) methodology for screening-level assessment of prospective CO 2 storage resources in shale using a volumetric equation. Volumetric resource estimates are produced from the bulk volume, porosity, and sorptivity of the shale and storage efficiency factors based on formationscale properties and petrophysical limitations on fluid transport. Prospective shale formations require: (1) prior hydrocarbon production using horizontal drilling and stimulation via staged, high-volume hydraulic fracturing, (2) depths sufficient to maintain CO 2 in a supercritical state, generally >800 m, and (3) an overlying seal. The US-DOE-NETL methodology accounts for storage of CO 2 in shale as a free fluid phase within fractures and matrix pores and as an sorbed phase on organic matter and clays. Uncertainties include but are not limited to poorly-constrained geologic variability in formation thickness, porosity, existing fluid content, organic richness, and mineralogy. Knowledge of how these parameters may be linked to depositional environments, facies, and diagenetic history of the shale will improve the understanding of pore-to-reservoir scale behavior, and provide improved estimates of prospective CO 2 storage.Published by Elsevier Ltd.

Geological carbon storage (GCS) refers to the technology of capturing man‐made carbon dioxide (CO2) emissions, typically from stationary power sources, and storing such emissions in deep underground reservoirs. GCS is an approach being explored globally as a defense mechanism against climate change projections, although it is not without its critics. An important focus has been recently placed on understanding the coupling between rock–fluid geochemical alterations and mechanical changes for CO2 storage schemes in saline aquifers. This article presents a review of the current state of knowledge regarding CO2‐induced geochemical reactions in subsurface reservoirs, and their potential impact on mechanical properties and microseismic events at CO2 storage sites. This review focuses, in particular, on the current state of the art in fluid–rock interactions within the GCS context. Key issues to be addressed include geochemical reactions and the alteration of transport and mechanical properties. Specific review topics include the swelling of clays, the prediction of dissolution and precipitation reaction rates, CO2‐induced changes in porosity and permeability, constitutive models of chemo–mechanical interactions in rock, and correlations between geochemical reactions and induced seismicity. The open questions in the field are emphasized, and new research needs are highlighted. © 2019 Society of Chemical Industry and John Wiley & Sons, Ltd.