Geologic characteristics,exploration and production progress of shale oil and gas in the United States:An overview

We present a systematic summary of the geological characteristics,exploration and development history and current state of shale oil and gas in the United States.The hydrocarbon-rich shales in the major shale basins of the United States are mainly developed in six geological periods:Middle Ordovician,Middle-Late Devonian,Early Carboniferous(Middle-Late Mississippi),Early Permian,Late Jurassic,and Late Cretaceous(Cenomanian-Turonian).Depositional environments for these shales include intra-cratonic basins,foreland basins,and passive continental margins.Paleozoic hydrocarbon-rich shales are mainly developed in six basins,including the Appalachian Basin(Utica and Marcellus shales),Anadarko Basin(Woodford Shale),Williston Basin(Bakken Shale),Arkoma Basin(Fayetteville Shale),Fort Worth Basin(Barnett Shale),and the Wolfcamp and Leonardian Spraberry/Bone Springs shale plays of the Permian Basin.The Mesozoic hydrocarbon-rich shales are mainly developed on the margins of the Gulf of Mexico Basin(Haynesville and Eagle Ford)or in various Rocky Mountain basins(Niobrara Formation,mainly in the Denver and Powder River basins).The detailed analysis of shale plays reveals that the shales are different in facies and mineral components,and"shale reservoirs"are often not shale at all.The United States is abundant in shale oil and gas,with the in-place resources exceeding 0.246×10^(12)t and 290×10^(12)m^(3),respectively.Before the emergence of horizontal well hydraulic fracturing technology to kick off the"shale revolution",the United States had experienced two decades of exploration and production practices,as well as theory and technology development.In 2007-2023,shale oil and gas production in the United States increased from approximately 11.2×10^(4)tons of oil equivalent per day(toe/d)to over 300.0×10^(4)toe/d.In 2017,the shale oil and gas production exceeded the conventional oil and gas production in the country.In 2023,the contribution from shale plays to the total U.S.oil and gas production remained above 60%.The development of shale oil and gas has largely been driven by improvements in drilling and completion technologies,with much of the recent effort focused on“cube development”or“co-development”.Other efforts to improve productivity and efficiency include refracturing,enhanced oil recovery,and drilling of“U-shaped”wells.Given the significant resources base and continued technological improvements,shale oil and gas production will continue to contribute significant volumes to total U.S.hydrocarbon production.

Geological conditions and reservoir characteristics of various shales in major shalehosted regions of China

China is home to shales of three facies:Marine shale,continental shale,and marine-continental transitional shale.Different types of shale gas are associated with significantly different formation conditions and major controlling factors.This study compared the geological characteristics of various shales and analyzed the influences of different parameters on the formation and accumulation of shale gas.In general,shales in China’s several regions exhibit high total organic carbon(TOC)contents,which lays a sound material basis for shale gas generation.Marine strata generally show high degrees of thermal evolution.In contrast,continental shales manifest low degrees of thermal evolution,necessitating focusing on areas with relatively high degrees of thermal evolution in the process of shale gas surveys for these shales.The shales of the Wufeng and Silurian formations constitute the most favorable shale gas reservoirs since they exhibit the highest porosity among the three types of shales.These shales are followed by those in the Niutitang and Longtan formations.In contrast,the shales of the Doushantuo,Yanchang,and Qingshankou formations manifest low porosities.Furthermore,the shales of the Wufeng and Longmaxi formations exhibit high brittle mineral contents.Despite a low siliceous mineral content,the shales of the Doushantuo Formation feature a high carbonate mineral content,which can increase the shales’brittleness to some extent.For marine-continental transitional shales,where thin interbeds of tight sandstone with unequal thicknesses are generally found,it is recommended that fracturing combined with drainage of multiple sets of lithologic strata should be employed to enhance their shale gas production.

Development characteristics and controlling factors of fractures in lacustrine shale and their geological significance for evaluating shale oil sweet spots in the third member of the Shahejie Formation in the Qikou Sag, Bohai Bay Basin

Natural fractures are critical for shale oil and gas enrichment and development. Due to the extremely high heterogeneity of shale, the factors controlling the formation of internal fractures, especially horizontal fractures, remain controversial. In this study, we integrate thin section analysis and microcomputed tomography(CT) data from several lacustrine shale samples from the third member(Es3) of the Shahejie Formation, Qikou Sag, Bohai Bay Basin, to assess the fractures in detail. The goal is to reveal the development characteristics, controlling factors, and geological significance for evaluating sweet spots in a shale oil play. The fractures in the Es3contain high-angle structural and horizontal bed-parallel fractures that are mostly shear and extensional. Various factors influence fracture development,including lithofacies, mineral composition, organic matter content, and the number of laminae. Structural fractures occur predominantly in siltstone, whereas bed-parallel fractures are abundant in laminated shale and layered mudstone. A higher quartz content results in higher shale brittleness, causing fractures, whereas the transformation between clay minerals contributes to the development of bedparallel fractures. Excess pore pressure due to hydrocarbon generation and expulsion during thermal advance can cause the formation of bed-parallel fractures. The density of the bed-parallel and structural fractures increases with the lamina density, and the bed-parallel fractures are more sensitive to the number of laminae. The fractures are critical storage spaces and flow conduits and are indicative of sweet spots. The laminated shale in the Es3with a high organic matter content contains natural fractures and is an organic-rich, liquid-rich, self-sourced shale play. Conversely, the siltstone, massive mudstone, and argillaceous carbonate lithofacies contain lower amounts of organic matter and do not have bed-parallel fractures. However, good reservoirs can form in these areas when structural fractures are present and the source, and storage spaces are separated.

The occurrence characteristics of oil in shales matrix from organic geochemical screening data and pore structure properties:An experimental study Author links open overlay panel

The occurrence characteristics of shale oil are of great significance to the movability of shale oil.In this study,the occurrence characteristics of oil in the shale matrix at Funing Formation shale in Subei Basin were quantitatively evaluated by organic geochemistry and microscopic pore structure characterization experiments.The Multiple Isothermal Stages Pyrolysis(MIS)experiment results show that the content of total oil,adsorbed oil,and free oil in the shales are 3.15-11.25 mg/g,1.41-4.95 mg/g,and 1.74-6.51 mg/g,respectively.among which the silicon-rich shale has the best oil-bearing.The relative content of free oil shows an increasing trend in pores with pore diameters greater than 3 nm.When the relative content of free oil reaches 100%,the pore size of silicon-rich shale is about 200 nm,while that of calcium-rich shale,clay-rich shale,and siliceous mixed shale is about 10 nm.The occurrence law of adsorbed oil is opposite to that of free oil,which indicates that shale oil will occur in the pores and fractures in a free state in a more extensive pore size range(>200 nm).This study also enables us to further understand the occurrence characteristics of shale oil under the interaction of occurrence state and occurrence space.

Exploring pore-scale production characteristics of oil shale after CO_(2) huff‘n’puff in fractured shale with varied permeability

Recent studies have indicated that the injection of carbon dioxide(CO_(2))can lead to increased oil recovery in fractured shale reservoirs following natural depletion.Despite advancements in understanding mass exchange processes in subsurface formations,there remains a knowledge gap concerning the disparities in these processes between the matrix and fractures at the pore scale in formations with varying permeability.This study aims to experimentally investigate the CO_(2) diffusion behaviors and in situ oil recovery through a CO_(2) huff‘n’puff process in the Jimsar shale oil reservoir.To achieve this,we designed three matrix-fracture models with different permeabilities(0.074 mD,0.170 mD,and 0.466 mD)and experimented at 30 MPa and 91℃.The oil concentration in both the matrix and fracture was monitored using a low-field nuclear magnetic resonance(LF-NMR)technique to quantify in situ oil recovery and elucidate mass-exchange behaviors.The results showed that after three cycles of CO_(2) huff‘n’puff,the total recovery degree increased from 30.28%to 34.95%as the matrix permeability of the core samples increased from 0.074 to 0.466 mD,indicating a positive correlation between CO_(2) extraction efficiency and matrix permeability.Under similar fracture conditions,the increase in matrix permeability further promoted CO_(2) extraction efficiency during CO_(2) huff‘n’puff.Specifically,the increase in matrix permeability of the core had the greatest effect on the extraction of the first-cycle injection in large pores,which increased from 16.42%to 36.64%.The findings from our research provide valuable insights into the CO_(2) huff‘n’puff effects in different pore sizes following fracturing under varying permeability conditions,shedding light on the mechanisms of CO_(2)-enhanced oil recovery in fractured shale oil reservoirs.

Sedimentary and geochemical characteristics of the Triassic Chang 7 Member shale in the Southeastern Ordos Basin,Central China

The Ordos Basin is the largest petroliferous basin in China, where the Chang 7 Member shale serves as the major source rock in the basin, with an area of more than 100,000 km^2 So far, sedimentary and geochemical characterizations have rarely been conducted on the shale in shallow(< 1000 m) areas in the southeastern part of the basin, but such characterizations can help identify the genesis of organic-rich shale and promote the prediction and recovery of shale oil. In this paper,several outcrop sections of the Chang 7 Member in the Tongchuan area were observed and sampled, and sedimentary and geochemical characterizations were conducted for the well-outcropped YSC section. The study results show that the Chang7 Member shale is widely distributed laterally with variable thickness. The organic-rich shale is 7-25 m thick in total and exhibits obvious horizontal variation in mineral composition. In the eastern sections, the shale contains organic matter of TypeⅡ_2-Ⅲ and is low in thermal maturity, with high clay mineral content, low K-feldspar content, and no pyrite. In the western sections, the shale contains Type Ⅱ_1 organic matter and is low in thermal maturity, with high clay mineral, K-feldspar, and pyrite contents. The YSC section reveals three obvious intervals in vertical mineral composition and organic abundance.The Chang 7 Member organic-rich shale(TOC > 10%) contains mainly sapropelite and liptinite, with Type Ⅱ kerogen. It is generally characterized by a hydrocarbon potential of more than 70 mg/g, low maturity, and shallow-semideep lacustrine facies. In the western sections, the shale, still in a low maturity stage, has a higher hydrocarbon potential and is optional for shale oil recovery. However, the Chang 7 Member shale in the study area is highly heterogeneous and its shale oil recovery is practical only in the organic-rich intervals.

Reservoir Characteristics of Lacustrine Shale and Marine Shale:Examples from the Songliao Basin,Bohai Bay Basin and Qiannan Depression

Lacustrine shale from the Qingshankou Formatin of Songliao basin and the Shahejie Formation of Bohai Bay basin, and marine shale from the lower Cambrian Jinmenchong Formation of Qiannan depression were analysed by using rock pyrolysis, TOC （total organic carbon）, XRD （X-ray diffraction）, SEM （scanning electron microscope）, FE-SEM （field emission scanning electron microscope）, high pressure mercury intrusion, and low pressure N2 and CO2 gas adsorption experiments, in aim to reveal their reservoir features. The results show that： （1） the width of micro-pores of all the studied samples mainly ranges from 0.45 to 0.7 nm indicated by CO2 isotherms, and the width of meso-pores is less than 10 nm, with type IV adsorption isotherms and type H2 hysteresis loop, indicative of ＂ink-bottle＂-shaped pores. Good correlations exist among pore volume, surface area and averaged pore diameter, and a good positive correlation exists between micro-pore volume and TOC content; however, there is no obvious correlation between meso-pore volume and TOC content; （2） interparticle pores, pores among the edge of mineral grains and organic matter pores were all identified in marine and lacustrine shale, among which the interparticle pores may be influence by dissolution effect. Not all bitumen develops organic matter pore, and only high to over mature bitumen present pores. Now the description methods of micrometer scale pores developed in shale are very lack. Micro- fractures developed in Jiyang depression and dissolution interparticle pores developed in Songliao Basin should be the accumulation sites for shale oil in lacustrine shale, and can be as sweet spots.

The genetic environmental transformation mechanism of coal and oil shale deposits in eastern China’s continental fault basins and the developmental characteristics of the area’s symbiotic assemblages——taking Huangxian Basin as an example

Coal and oil shale are two common sedimentary energy sources which are often symbiotically developed in M esozoic- Cenozoic continental fault basins. However, the mechanisms and characteristics of the symbiotic development are not yet clearly known. In this research study, the typical continental fault basins of eastern China were chosen as examples for the purpose of conducting an examination of the coal and oil shale symbiotic assemblage types, genetic environmental differences, and transformation mechanisms, as well as the development and occurrence characteristics o f different assemblage types. Through a large number of investigations, systematic experimental testing, and sequence stratigraphy studies, the following conclusions were obtained:(1) There were five types of coal and oil shale symbiotic assemblages observed in the continental fault basins,(2) The development of coal and oil shale deposits requires a warm and humid climate, stable structure, abundant organic matter supply, a certain water depth, and a lower terrestrial source debris supply. The observed differences were that the water depth conditions were diversified in the study area, as well as the sources, types, and content of the organic matter.(3) The rapid transformations of the coal and oil shale genetic environments were mainly controlled by the tectonic settings and climatic conditions, which were determined to control the changes in the water depths, salinity,redox conditions, and lake productivity of the genetic environments. Also, in the symbiotic assemblages, genetic environment changes had induced the development of oil shale deposits, which gradually evolved into coal genetic environments.(4) In the isochronous sequence stratigraphic framework of the coal and oil shale symbiotic assemblages, the lake expansion system tracts (EST) were determined to be the most beneficial to the growth o f all the types of assemblages and were characterized by more assemblage development phases and smaller bed thicknesses. From the early to the late stages of the EST, and from the lakesides to lake centers, the thicknesses of the coal seams in the symbiotic assemblages showed trends of thinning, while the thicknesses of the oil shale deposits exhibited increasing trends. The early stages of high stand system tracts were found to be beneficial to the development of the symbiotic assemblages of coal seams overlying the oil shale. This tract type generally presented large bed thicknesses and distribution ranges. The low stand system tract and the late high stand system tract were determined to be unconducive to the development of the symbiotic assemblages.

Characteristics and Controlling Factors of Shale Oil Reservoir Spaces in the Bohai Bay Basin

The Cenozoic continental strata of the Bohai Bay Basin are rich in shale oil resources, and they contain various types of reservoir spaces that are controlled by complex factors. Using field emission scanning electron microscopy(FESEM), automatic mineral identification and characterization system(AMICS), CO2 and N2 gas adsorption, and focused ion beam scanning electron microscopy(FIB-SEM), the types of shale reservoir spaces in the Bohai Bay Basin are summarized, the spatial distribution and connectivity of the various types of pores are described in detail, the microscopic pore structures are characterized, and the key geological mechanisms affecting the formation and evolution of the reservoir spaces are determined. Three conclusions can be drawn in the present study. First, the shale reservoir spaces in the Bohai Bay Basin can be divided into three broad categories, including mineral matrix pores, organic matter pores, and micro fractures. Those spaces can be subdivided into seven categories and fourteen sub-categories based on the distribution and formation mechanisms of the pores. Second, the complex pore-throat structures of the shale reservoir can be divided into two types based on the shape of the adsorption hysteresis loop. The pore structures mainly include wedge-shaped, flat slit-shaped, and ink bottle-shaped pores. The mesopores and micropores are the main contributors to pore volume and specific surface area, respectively. The macropores provide a portion of the pore volume, but they do not significantly contribute to the specific surface area. Third, the factors controlling the development of microscopic pores in the shale are complex. The sedimentary environment determines the composition and structure of the shale and provides the material basis for pore development. Diagenesis controls the types and characteristics of the pores. In addition, the thermal evolution of the organic matter is closely related to inorganic diagenesis and drives the formation and evolution of the pores.

Combustion characteristics of Daqing oil shale and oil shale semi-cokes

Thermo-gravimetric-analysis(TGA) was used to analyze the combustion characteristics of an oil shale and semi-cokes prepared from it.The effect of prior pyrolysis and TGA heating rate on the combustion process was studied.Prior pyrolysis affects the initial temperature of mass loss and the ignition temperature.The ignition temperature increases as the volatile content of the sample decreases.TG/DTG curves obtained at different heating rates show that heating rate has little effect on ignition temperature.But the peak of combustion shifts to higher temperatures as the heating rate is increased.The Coats-Redfern integration method was employed to find the combustion-reaction kinetic parameters for the burning of oil shale and oil shale semi-coke.

Enrichment characteristics and exploration directions of deep shale gas of Ordovician-Silurian in the Sichuan Basin and its surrounding areas,China

The enrichment characteristics of deep shale gas in the Ordovician Wufeng-Silurian Longmaxi formations in the Sichuan Basin and its surrounding areas are investigated through experiments under high temperature and high pressure,including petrophysical properties analyses,triaxial stress test and isothermal adsorption of methane experiment.(1)The deep shale reservoirs drop significantly in porosity and permeability compared with shallower shale reservoirs,and contain mainly free gas.(2)With higher deviatoric stress and axial strain,the deep shale reservoirs have higher difficulty fracturing.(3)Affected by structural location and morphology,fracture characteristics,geofluid activity stages and intensity,deep shale gas reservoirs have more complicated preservation conditions.(4)To achieve the commercial development of deep shale gas reservoirs,deepening geological understanding is the basis,and exploring reservoir simulation technology befitting the geological features is the key.(5)The siliceous shale and limestone-bearing siliceous shale in the Metabolograptus persculptus-Parakidograptus acuminatus zones(LM1-LM3 graptolite zones)are the high-production intervals for deep shale gas and the most favorable landing targets for horizontal drilling.Deeps water areas such as Jiaoshiba,Wulong,Luzhou and Changning with deep shale reservoirs over 10 m thickness are the most favorable areas for deep shale gas enrichment.It is recommended to carry out exploration and development practice in deep-water shale gas areas deposited deep with burial depth no more than 5000 m where the geological structure is simple and the shale thickness in the LM1-LM3 graptolite zone is greater than 10 m.It is better to increase the lateral length of horizontal wells,and apply techniques including high intensity of perforations,large volume of proppant,far-field and near-wellbore diversions to maximize the stimulated deep reservoir volume.

Pore Characteristics and Factors Controlling Lacustrine Shales from the Upper Cretaceous Qingshankou Formation of the Songliao Basin,Northeast China:A Study Combining SEM,Low-temperature Gas Adsorption and MICP Experiments

To investigate pore characteristics and the factors controlling lacustrine shales,geochemical,mineralogical and petrophysical experiments were performed on 23 shale samples from the Qingshankou Formation of the Songliao Basin,China.A comparison of mercury injection capillary pressure(MICP)and low-temperature N2 adsorption pore-size distribution showed that MICP has a higher pore-size distribution(PSD)line in its overlapping pore diameter range,which may be elevated by the higher pressure of MICP.Therefore,in the overlapping range,low-temperature N2 adsorption data were preferred in pore characterization.Negative correlations were observed between pore volumes and TOC content,indicating organic matter pores are not well-developed in the studied samples.This may be related to their low grade of maturity and type I kerogens.There existed negative relationships between pore volumes and S1,which illustrated that liquid hydrocarbons occupied some pore space.Micropore volume had a better correlation with S1 than mesopore and macropore volumes,which suggests that liquid hydrocarbons preferentially occur in micropores.No obvious relationships between pore volumes and quartz or feldspar were observed,while pore volumes increased with the increasing clay mineral content.These relationships indicate that intraparticle pores in clay minerals represent the principal pore type.

Geological characteristics of shale rock system and shale oil exploration breakthrough in a lacustrine basin:A case study from the Paleogene 1st sub-member of Kong 2 Member in Cangdong sag,Bohai Bay Basin,China

A deep understanding of the basic geologic characteristics of the fine-grained shale layers in the Paleogene 1 st sub-member of Kong 2 Member(Ek_2~1) in Cangdong sag, Bohai Bay Basin, is achieved through observation of 140 m continuous cores and systematic analysis of over 1 000 core samples from two wells. Basic geological conditions for shale oil accumulation are proposed based on the unconventional geological theory of oil and gas. The shale rock system mainly developed interbedded formation of felsic shale, calcareous and dolomitic shale and carbonates; high quality hydrocarbon source rock formed in the stable and closed environment is the material base for shale oil enrichment; intergranular pores in analcite, intercrystalline pores in dolomite and interlayer micro-fractures make tight carbonate, calcareous and dolomitic shale and felsic shale effective reservoirs, with brittle mineral content of more than 70%; high abundance laminated shale rock in the lower section of Ek_2~1 is rich in shale oil, with a total thickness of 70 m, burial depth between 2 800 to 4 200 m, an average oil saturation of 50%, a sweet spot area of 260 km^2 and predicted resources of over 5×10~8 t. Therefore, this area is a key replacement domain for oil exploration in the Kongdian Formation of the Cangdong sag. At present, the KN9 vertical well has a daily oil production of 29.6 t after fracturing with a 2 mm choke. A breakthrough of continental shale oil exploration in a lacustrine basin is expected to be achieved by volume fracturing in horizontal wells.

Biostratigraphy and reservoir characteristics of the Ordovician Wufeng Formation-Silurian Longmaxi Formation shale in the Sichuan Basin and its surrounding areas,China

Through graptolite identification in profiles,graptolite zone division,contour map compilation,and analysis of mineral composition,TOC content,lamina distribution features of shale samples,the biostratigraphic and reservoir characteristics of Ordovician Wufeng Formation-Silurian Longmaxi Formation in the Sichuan Basin and its peripheral are sorted out.There are 4 graptolite zones(WF1 to WF4)in Wufeng Formation and 9(LM1 to LM9)in Longmaxi Formation,and the different graptolite zones can be calibrated by lithology and electrical property.The shale layers of these graptolite zones have two depocenters in the southwest and northeast,and differ in mineral composition,TOC,and lamina types.Among them,the graptolite zones of lower WF2 and WF4 are organic matter-poor massive hybrid shale,the upper part of WF1-WF2 and WF3 have horizontal bedding hybrid shale with organic matter,the LM1-LM4 mainly consist of organic-rich siliceous shale with horizontal bedding,and the LM5-LM9 graptolite zones consist of organic-lean hybrid shale with horizontal bedding.The mineral composition,TOC and lamina types of shale depend on the paleo-climate,paleo-water oxidation-reduction conditions,and paleo-sedimentation rate during its deposition.Deposited in oxygen-rich warm water,the lower parts of WF1 and WF2 graptolite zones have massive bedding,low TOC and silicon content.Deposited in cooler and oxygen-rich water,the WF4 has massive bedding,high calcium content and low TOC.Deposited in anoxic water with low rate,the upper part of WF2,WF3,and LM1-LM4 are composed of organic rich siliceous shale with horizontal bedding and high proportion of silt laminae.Deposited in oxygen rich water at a high rate,the graptolite zones LM5-LM9 have low contents of organic matter and siliceous content and high proportions of silt lamina.

Effect of Shale Reservoir Characteristics on Shale Oil Movability in the Lower Third Member of the Shahejie Formation, Zhanhua Sag

To reveal the effect of shale reservoir characteristics on the movability of shale oil and its action mechanism in the lower third member of the Shahejie Formation(Es3l), samples with different features were selected and analyzed using N2 adsorption, high-pressure mercury injection capillary pressure(MICP), nuclear magnetic resonance(NMR), high-speed centrifugation, and displacement image techniques. The results show that shale pore structure characteristics control shale oil movability directly. Movable oil saturation has a positive relationship with pore volume for radius > 2 μm, as larger pores often have higher movable oil saturation, indicating that movable oil is present in relatively larger pores. The main reasons for this are as follows. The relatively smaller pores often have oil-wetting properties because of organic matter, which has an unfavorable effect on the flow of oil, while the relatively larger pores are often wetted by water, which is helpful to shale oil movability. The rich surface provided by the relatively smaller pores is beneficial to the adsorption of immovable oil. Meanwhile, the relatively larger pores create significant pore volume for movable oil. Moreover, the larger pores often have good pore connectivity. Pores and fractures are interconnected to form a complex fracture network, which provides a good permeability channel for shale oil flow. The smaller pores are mostly distributed separately;thus, they are not conducive to the flow of shale oil. The mineral composition and fabric macroscopically affect the movability of shale oil. Calcite plays an active role in shale oil movability by increasing the brittleness of shale and is more likely to form micro-cracks under the same stress background. Clay does not utilize shale oil flow because of its large specific surface area and its block effect. The bedding structure increases the large-scale storage space and improves the connectivity of pores at different scales, which is conducive to the movability of shale oil.

Geological characteristics and shale gas distribution of carboniferous mudstones in the Tarim Basin,China

Extant research on Paleozoic mudstone is well developed in the Tarim Basin, while the research on Carboniferous mudstone is relatively weak. Through systematic study of lithology, geochemical characteristics,reservoir characteristics and gas–bearing properties of Carboniferous mudstone in the Tarim Basin, this study aims to provide a geological basis for the Paleozoic shale gas exploration and development, favorable zone optimization, and resource potential evaluation in the Tarim Basin. The results show that the sedimentary environments of organic-rich mudstone in the study area were mainly basin facies and slope facies. Lithology is dominated by black carbonaceous mudstone, followed by calcareous mudstone, siliceous mudstone, and siliceous rocks. Mudstone is mainly developed in the Kalashayi Formation,which is located in the Bachu and Markit slope belt, with the cumulative thickness of 30–200 m. The organic carbon content is commonly more than 0.4%, and the organic matter types are type II and type III. Thermal evolution degree is widely distributed from a low mature to over mature stage, and different tectonic units have a greater difference. The contents of quartz plus feldspar are between 12% and 82.5%, with an average of 45.8%. Thecontent distribution of clay mineral is from 12% to 57%,with an average of 38.2%. Carbonate minerals(mainly siderite) content is below 50%. The brittle mineral content of the mudstone is approximately 65%, with a strong compressibility, and the mudstone has the material basis of forming crack and natural fracture. Microscopic pores in micro–nanometer level are well developed in the mudstone, including micro bedding joint, microcrack,interbedded pores of clay mineral, nanoscale intragranular or edge pores in the massive organic matter, bioclastic micropores, and mineral dissolution pores, etc. According to the standards provided by the Ministry of Land and Resources in China, the Kalashayi Formation in Bamai Area is a favorable area for shale gas development.

Enrichment conditions and distribution characteristics of lacustrine medium-to-high maturity shale oil in China

Successful breakthroughs have been made in shale oil exploration in several lacustrine basins in China,indicating a promising future for shale oil exploration and production.Current exploration results have revealed the following major conditions of lacustrine shale oil accumulation:(1)stable and widely distributed shale with a high organic abundance and appropriate thermal maturity acts as a fundamental basis for shale oil retention.This shale exhibits several critical parameters,such as total organic carbon content greater than 2%,with optimal values ranging from 3% to 4%,kerogen Ⅰ and Ⅱ_(1) as the dominant organic matter types,and vitrinite reflectance(R_(o))values greater than 0.9%(0.8% for brackish water environments).(2)Various types of reservoirs exhibiting brittleness and a certain volume of micro-nanoscale pores are critical conditions for shale oil accumulation,and these reservoirs have porosities greater than 3% to 6%.Moreover,when diagenesis is incipient,pure shales are not favorable for medium-to-high maturity shale oil enrichment,whereas tight sandstone and hybrid rocks with clay content less than 20% are favorable;however,for medium-to-late-stage diagenesis,pure shales with a clay content of 40% are favorable.(3)The retention of a large amount of high-quality hydrocarbons is the factor that best guarantees shale oil accumulation with good mobility.Free hydrocarbon content exceeding a threshold value of 2 mg/g is generally required,and the optimum value is 4 mg/g to 6 mg/g.Moreover,a gas-oil ratio exceeding a threshold value of 80 m^(3)/m^(3) is required,with the optimal value ranging from 150 m^(3)/m^(3) to 300 m^(3)/m^(3).(4)High-quality roof and floor sealing conditions are essential for the shale oil enrichment interval to maintain the overpressure and retain a sufficient amount of hydrocarbons with good quality.Lacustrine shale oil distributions exhibit the following characteristics:(1)major enrichment areas of shale oil are located in semi-deep to deep lacustrine depositional areas with external materials,such as volcanic ash fallout,hydrothermal solutions,and radioactive substances with catalytic action,as inputs;(2)intervals with“four high values and one preservation condition”govern the distribution of shale oil enrichment intervals;and(3)favorable assemblages of lithofacies/lithologies determine the distribution of enrichment area.According to preliminary estimates,China has 131×10^(8) to 163×10^(8) t of total shale oil resources with medium-to-high thermal maturity,among which 67×10^(8) to 84×10^(8) t is commercial.These resources are primarily located in the Chang 7^(1+2) interval in the Ordos Basin,Qing 1+2 members in Gulong sag in the Songliao Basin,Kongdian and Shahejie formations of Cangdong sag,Qikou sag and the Jiyang depression in the Bohai Bay Basin,and Lucaogou Formation in the Junggar Basin.

Reservoir characteristics and genetic mechanisms of gas-bearing shales with different laminae and laminae combinations: A case study of Member 1 of the Lower Silurian Longmaxi shale in Sichuan Basin, SW China

Based on thin-section,argon-ion polished large-area imaging and nano-CT scanning data,the reservoir characteristics and genetic mechanisms of the Lower Silurian Longmaxi shale layers with different laminae and laminae combinations in the Sichuan Basin were examined.It is found that the shale has two kinds of laminae,clayey lamina and silty lamina,which are different in single lamina thickness,composition,pore type and structure,plane porosity and pore size distribution.The clayey laminae are about 100μm thick each,over 15%in organic matter content,over 70%in quartz content,and higher in organic pore ratio and plane porosity.They have abundant bedding fractures and organic matter and organic pores connecting with each other to form a network.In contrast,the silty laminae are about 50μm thick each,5%to 15%in organic matter content,over 50%in carbonate content,higher in inorganic pore ratio,undeveloped in bedding fracture,and have organic matter and organic pores disconnected from each other.The formation of mud lamina and silt lamina may be related to the flourish of silicon-rich organisms.The mud lamina is formed during the intermittent period,and silt lamina is formed during the bloom period of silicon-rich organisms.The mud laminae and silt laminae can combine into three types of assemblages:strip-shaped silt,gradating sand-mud and sand-mud thin interlayers.The strip-shaped silt assemblage has the highest porosity and horizontal/vertical permeability ratio,followed by the gradating sand-mud assemblage and sand-mud thin interlayer assemblage.The difference in the content ratio of the mud laminae to silt laminae results in the difference in the horizontal/vertical permeability ratio.

Permeability Estimation of Shale Oil Reservoir with Laboratory-derived Data: A Case Study of the Chang 7 Member in Ordos Basin

The shale oil reservoir within the Yanchang Formations of Ordos Basin harbors substantial oil and gas resources and has recently emerged as the primary focus of unconventional oil and gas exploration and development.Due to its complex pore and throat structure,pronounced heterogeneity,and tight reservoir characteristics,the techniques for conventional oil and gas exploration and production face challenges in comprehensive implementation,also indicating that as a vital parameter for evaluating the physical properties of a reservoir,permeability cannot be effectively estimated.This study selects 21 tight sandstone samples from the Q area within the shale oil formations of Ordos Basin.We systematically conduct the experiments to measure porosity,permeability,ultrasonic wave velocities,and resistivity at varying confining pressures.Results reveal that these measurements exhibit nonlinear changes in response to effective pressure.By using these experimental data and effective medium model,empirical relationships between P-and S-wave velocities,permeability and resistivity and effective pressure are established at logging and seismic scales.Furthermore,relationships between P-wave impedance and permeability,and resistivity and permeability are determined.A comparison between the predicted permeability and logging data demonstrates that the impedance–permeability relationship yields better results in contrast to those of resistivity–permeability relationship.These relationships are further applied to the seismic interpretation of shale oil reservoir in the target layer,enabling the permeability profile predictions based on inverse P-wave impedance.The predicted results are evaluated with actual production data,revealing a better agreement between predicted results and logging data and productivity.

Formation damage mechanism and control strategy of the compound function of drilling fluid and fracturing fluid in shale reservoirs

For the analysis of the formation damage caused by the compound function of drilling fluid and fracturing fluid,the prediction method for dynamic invasion depth of drilling fluid is developed considering the fracture extension due to shale minerals erosion by oil-based drilling fluid.With the evaluation for the damage of natural and hydraulic fractures caused by mechanical properties weakening of shale fracture surface,fracture closure and rock powder blocking,the formation damage pattern is proposed with consideration of the compound effect of drilling fluid and fracturing fluid.The formation damage mechanism during drilling and completion process in shale reservoir is revealed,and the protection measures are raised.The drilling fluid can deeply invade into the shale formation through natural and induced fractures,erode shale minerals and weaken the mechanical properties of shale during the drilling process.In the process of hydraulic fracturing,the compound effect of drilling fluid and fracturing fluid further weakens the mechanical properties of shale,results in fracture closure and rock powder shedding,and thus induces stress-sensitive damage and solid blocking damage of natural/hydraulic fractures.The damage can yield significant conductivity decrease of fractures,and restrict the high and stable production of shale oil and gas wells.The measures of anti-collapse and anti-blocking to accelerate the drilling of reservoir section,forming chemical membrane to prevent the weakening of the mechanical properties of shale fracture surface,strengthening the plugging of shale fracture and reducing the invasion range of drilling fluid,optimizing fracturing fluid system to protect fracture conductivity are put forward for reservoir protection.