Formation,evolution,reconstruction of black shales and their influence on shale oil and gas resource

Black shales are important products of material cycling and energy exchange among the lithosphere,atmosphere,hydrosphere,and biosphere.They are widely distributed throughout geological history and provide essential energy and mineral resources for the development of human society.They also record the evolution process of the earth and improve the understanding of the earth.This review focuses on the diagenesis and formation mechanisms of black shales sedimentation,composition,evolution,and reconstruction,which have had a significant impact on the formation and enrichment of shale oil and gas.In terms of sedimentary environment,black shales can be classified into three types:Marine,terrestrial,and marine-terrestrial transitional facies.The formation processes include mechanisms such as eolian input,hypopycnal flow,gravity-driven and offshore bottom currents.From a geological perspective,the formation of black shales is often closely related to global or regional major geological events.The enrichment of organic matter is generally the result of the interaction and coupling of several factors such as primary productivity,water redox condition,and sedimentation rate.In terms of evolution,black shales have undergone diagenetic evolution of inorganic minerals,thermal evolution of organic matter and hydrocarbon generation,interactions between organic matter and inorganic minerals,and pore evolution.In terms of reconstruction,the effects of fold deformation,uplift and erosion,and fracturing have changed the stress state of black shale reservoirs,thereby having a significant impact on the pore structure.Fluid activity promotes the formation of veins,and have changed the material composition,stress structure,and reservoir properties of black shales.Regarding resource effects,the deposition of black shales is fundamental for shale oil and gas resources,the evolution of black shales promotes the shale oil and gas formation and storage,and the reconstruction of black shales would have caused the heterogeneous distribution of oil and gas in shales.Exploring the formation mechanisms and interactions of black shales at different scales is a key to in-depth research on shale formation and evolution,as well as the key to revealing the mechanism controlling shale oil and gas accumulation.The present records can reveal how these processes worked in geological history,and improve our understanding of the coupling mechanisms among regional geological events,black shales evolution,and shale oil and gas formation and enrichment.

Progress and prospects of horizontal well fracturing technology for shale oil and gas reservoirs

By systematically summarizing horizontal well fracturing technology abroad for shale oil and gas reservoirs since the “13th Five-Year Plan”, this article elaborates new horizontal well fracturing features in 3D development of stacked shale reservoirs, small well spacing and dense well pattern, horizontal well re-fracturing, fracturing parameters optimization and cost control. In light of requirements on horizontal well fracturing technology in China, we have summarized the technological progress in simulation of multi-fracture propagation, horizontal well frac-design, electric-drive fracturing equipment, soluble tools and low-cost downhole materials and factory-like operation. On this basis, combined with the demand analysis of horizontal well fracturing technology in the “14th Five-Year Plan” for unconventional shale oil and gas, we suggest strengthening the research and development in the following 7 aspects:(1) geology-engineering integration;(2) basic theory and design optimization of fracturing for shale oil and gas reservoirs;(3) development of high-power electric-drive fracturing equipment;(4) fracturing tool and supporting equipment for long horizontal section;(5) horizontal well flexible-sidetracking drilling technology for tapping remaining oil;(6) post-frac workover technology for long horizontal well;(7) intelligent fracturing technology.

Shale oil and gas exploitation in China:Technical comparison with US and development suggestions

The shale oil and gas exploitation in China is technically benchmarked with the United States in terms of development philosophy,reservoir stimulation treatment,fracturing parameters,fracturing equipment and materials,oil/gas production technology,and data/achievements sharing.It is recognized that the shale oil and gas exploitation in China is weak in seven aspects:understanding of flow regimes,producing of oil/gas reserves,monitoring of complex fractures,repeated stimulation technology,oil/gas production technology,casing deformation prevention technology,and wellbore maintenance technology.Combined with the geological and engineering factors of shale oil and gas in China,the development suggestions of four projects are proposed from the macro-and micro-perspective,namely,basic innovation project,exploitation technology project,oil/gas production stabilization project,and supporting efficiency-improvement project,so as to promote the rapid,efficient,stable,green and extensive development of shale oil and gas industry chain and innovation chain and ultimately achieve the goal of“oil volume stabilizing and gas volume increasing”.

Key geological factors controlling the estimated ultimate recovery of shale oil and gas: A case study of the Eagle Ford shale, Gulf Coast Basin, USA

Based on 991 groups of analysis data of shale samples from the Lower Member of the Cretaceous Eagle Ford Formation of 1317 production wells and 72 systematic coring wells in the U.S. Gulf Basin, the estimated ultimate recovery(EUR) of shale oil and gas of the wells are predicted by using two classical EUR estimation models, and the average values predicted excluding the effect of engineering factors are taken as the final EUR. Key geological factors controlling EUR of shale oil and gas are fully investigated. The reservoir capacity, resources, flow capacity and fracability are the four key geological parameters controlling EUR. The storage capacity of shale oil and gas is directly controlled by total porosity and hydrocarbon-bearing porosity, and indirectly controlled by total organic carbon(TOC) and vitrinite reflectance(Ro). The resources of shale oil and gas are controlled by hydrocarbon-bearing porosity and effective shale thickness etc. The flow capacity of shale oil and gas is controlled by effective permeability, crude oil density, gas-oil ratio, condensate oil-gas ratio, formation pressure gradient, and Ro. The fracability of shale is directly controlled by brittleness index, and indirectly controlled by clay content in volume. EUR of shale oil and gas is controlled by six geological parameters: it is positively correlated with effective shale thickness, TOC and fracture porosity, negatively correlated with clay content in volume, and increases firstly and then decreases with the rise of Ro and formation pressure gradient. Under the present upper limit of horizontal well fracturing effective thickness of 65 m and the lower limit of EUR of 3×10^(4) m^(3), when TOC<2.3%, or Ro<0.85%, or clay content in volume larger than 25%, and fractures and micro-fractures aren’t developed, favorable areas of shale oil and gas hardly occur.

Key technologies, engineering management and important suggestions of shale oil/gas development: Case study of a Duvernay shale project in Western Canada Sedimentary Basin

The Duvernay project in Canada was taken as an example to summarize the advanced technology and engineering management model of shale oil and gas development in North America.Preliminary suggestions were put forward to accelerate the commercial development of domestic continental shale oil and gas.The advanced technologies,valuable knowledge and rich experience were introduced,including the evaluation of geological target area of the project,rapid long horizontal drilling and completion,high-intensity fracturing,and well spacing optimization.In particular,the concept and connotation of the full-life cycle management of North American unconventional resource projects were analyzed.Its emphasis on early evaluation and risk management,and a highly competitive market environment have played an important role in promoting technological innovation and management innovation.In addition,the low-cost sharing system of industry-wide knowledge and experience and the management mode were applied.These management approaches are of great significance for reference in accelerating the exploration and development of unconventional resources in China.China possesses abundant shale oil and gas resources,which are an important replacement to guarantee the national oil and gas energy supply.However,due to the late start and special geological characteristics and engineering difficulties in China,there is a large gap in technology level and management mode compared with North America.According to the advanced experience and enlightenment of the shale oil and gas development in North America,a preliminary proposal to accelerate the development of shale oil and gas in China was made.

Prestack inversion based on anisotropic Markov random field-maximum posterior probability inversion and its application to identify shale gas sweet spots

Economic shale gas production requires hydraulic fracture stimulation to increase the formation permeability. Hydraulic fracturing strongly depends on geomechanical parameters such as Young＇s modulus and Poisson＇s ratio. Fracture-prone sweet spots can be predicted by prestack inversion, which is an ill-posed problem; thus, regularization is needed to obtain unique and stable solutions. To characterize gas-bearing shale sedimentary bodies, elastic parameter variations are regarded as an anisotropic Markov random field. Bayesian statistics are adopted for transforming prestack inversion to the maximum posterior probability. Two energy functions for the lateral and vertical directions are used to describe the distribution, and the expectation-maximization algorithm is used to estimate the hyperparameters of the prior probability of elastic parameters. Finally, the inversion yields clear geological boundaries, high vertical resolution, and reasonable lateral continuity using the conjugate gradient method to minimize the objective function. Antinoise and imaging ability of the method were tested using synthetic and real data.

Policies for Unconventional Oil and Gas Resources in China

Regarding the abundant reserves in China, unconventional oil and gas resources has great potential in exploration and development, and may be the significant complement to conventional oil and gas resources. Based on the summary of the reservoir potential and current situation of exploration and development of unconventional oil and gas resources, such as coalbed methane(CBM), shale gas and oil shale, we analyzed the incentive policies proposed to promote the development of unconventional oil and gas industry, including industrial planning, resource management and related tax policy. These policies played an important role in promoting the exploration, development and utilization of unconventional oil and gas resources.

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.

Reservoir space of the Es_3~3–Es_4~1shale in Dongying sag

The Es3/3-Es1/4 shales in Dongying sag are source rocks with large reserves of shale oil and gas. For the iden- tification of development characteristics and geological significance of the reservoir space, FM1 logging, core observation, thin section analysis, X-ray diffraction, fluorescence microscopy, scanning electron microscopy, mercury porosimetry, low-temperature nitrogen adsorption, atomic force microscopy, and conventional physical property testing were used to study the petrology and reservoir space of the Es3/3-Es1/4 shale in Dongying sag. The results suggest that the shale is rich in carbonate minerals. Phanero- crystalline stratiform and lamellar argillaceous limestone and calcareous claystone are the oil- and gas-bearing lithofacies. The oil in the micropores is mainly present as membranes and clots. The shale reservoir space has a network structure with veins, carbonate and clay minerals, and micropores among pyrite and the matrix. The results provide the geological framework for future shale oil and gas explora- tion in Dongying sag.

Nanoscale mechanical property variations concerning mineral composition and contact of marine shale

Mechanical properties of shales are key parameters influencing hydrocarbon production – impacting borehole stability, hydraulic fracture extension and microscale variations in in situ stress. We use Ordovician shale(Sichuan Basin, China) as a type-example to characterize variations in mineral particle properties at microscale including particle morphology, form of contact and spatial distribution via mineral liberation analysis(MLA) and scanning electron microscopy(SEM). Deformation-based constitutive models are then built using finite element methods to define the impact of various architectures of fracture and mineral distributions at nanometer scale on the deformation characteristics at macroscale.Relative compositions of siliceous, calcareous and clay mineral particles are shown to be the key factors influencing brittleness. Shales with similar mineral composition show a spectrum of equivalent medium mechanical properties due to differing particle morphology and mineral heterogeneity. The predominance of small particles and/or point-point contacts are conducive to brittle failure, in general, and especially so when quartz-rich. Fracture morphology, length and extent of filling all influence shale deformability. High aspect-ratio fractures concentrate stress at fracture tips and are conducive to extension, as when part-filled by carbonate minerals. As fracture spacing increases, stress transfer between adjacent fractures weakens, stress concentrations are amplified and fracture extension is favored. The higher the fractal dimension of the fracture and heterogeneity of the host the more pervasive the fractures. Moreover, when fractures extend, their potential for intersection and interconnection contributes to a reduction in strength and the promotion of brittle failure. Thus, these results provide important theoretical insights into the role of heterogeneity on the deformability and strength of shale reservoirs with practical implications for their stimulation and in the recovery of hydrocarbons from them.

“Exploring petroleum inside source kitchen”: Shale oil and gas in Sichuan Basin

The Sichuan Basin is rich in shale oil and gas resources,with favorable geological conditions that the other shale reservoirs in China cannot match.Thus,the basin is an ideal option for fully"exploring petroleum inside source kitchen"with respect to onshore shale oil and gas in China.This paper analyzes the characteristics of shale oil and gas resources in the United States and China,and points out that maturity plays an important role in controlling shale oil and gas composition.US shale oil and gas exhibit high proportions of light hydrocarbon and wet gas,whereas Chinese marine and transitional shale gas is mainly dry gas and continental shale oil is generally heavy.A comprehensive geological study of shale oil and gas in the Sichuan Basin reveals findings with respect to the following three aspects.First,there are multiple sets of organic-rich shale reservoirs of three types in the basin,such as the Cambrian Qiongzhusi Formation and Ordovician Wufeng Formation-Silurian Longmaxi Formation marine shale,Permian Longtan Formation transitional shale,Triassic Xujiahe Formation lake-swamp shale,and Jurassic lacustrine shale.Marine shale gas enrichment is mainly controlled by four elements:Deep-water shelf facies,moderate thermal evolution,calcium-rich and silicon-rich rock association,and closed roof/floor.Second,the"sweet section"is generally characterized by high total organic carbon,high gas content,large porosity,high brittle minerals content,high formation pressure,and the presence of lamellation/bedding and natural microfractures.Moreover,the"sweet area"is generally characterized by very thick organic-rich shale,moderate thermal evolution,good preservation conditions,and shallow burial depth,which are exemplified by the shale oil and gas in the Wufeng-Longmaxi Formation,Longtan Formation,and Daanzhai Member of the Ziliujing Formation.Third,the marine,transitional,and continental shale oil and gas resources in the Sichuan Basin account for 50%,25%,and 30%of the respective types of shale oil and gas geological resources in China,with great potential to become the cradle of the shale oil and gas industrial revolution in China.Following the"Conventional Daqing-Oil"(i.e.,the Daqing oilfield in the Songliao Basin)and the"Western Daqing-Oil&Gas"(i.e.,the Changqing oilfield in the Ordos Basin),the Southwest oil and gas field in the Sichuan Basin is expected to be built into a"Sichuan-Chongqing Daqing-Gas"in China.

Basic principles of the whole petroleum system

This paper expounds the basic principles and structures of the whole petroleum system to reveal the pattern of conventional oil/gas-tight oil/gas-shale oil/gas sequential accumulation and the hydrocarbon accumulation models and mechanisms of the whole petroleum system.It delineates the geological model,flow model,and production mechanism of shale and tight reservoirs,and proposes future research orientations.The main structure of the whole petroleum system includes three fluid dynamic fields,three types of oil and gas reservoirs/resources,and two types of reservoir-forming processes.Conventional oil/gas,tight oil/gas,and shale oil/gas are orderly in generation time and spatial distribution,and sequentially rational in genetic mechanism,showing the pattern of sequential accumulation.The whole petroleum system involves two categories of hydrocarbon accumulation models:hydrocarbon accumulation in the detrital basin and hydrocarbon accumulation in the carbonate basin/formation.The accumulation of unconventional oil/gas is self-containment,which is microscopically driven by the intermolecular force(van der Waals force).The unconventional oil/gas production has proved that the geological model,flow model,and production mechanism of shale and tight reservoirs represent a new and complex field that needs further study.Shale oil/gas must be the most important resource replacement for oil and gas resources of China.Future research efforts include:(1)the characteristics of the whole petroleum system in carbonate basins and the source-reservoir coupling patterns in the evolution of composite basins;(2)flow mechanisms in migration,accumulation,and production of shale oil/gas and tight oil/gas;(3)geological characteristics and enrichment of deep and ultra-deep shale oil/gas,tight oil/gas and coalbed methane;(4)resource evaluation and new generation of basin simulation technology of the whole petroleum system;(5)research on earth system-earth organic rock and fossil fuel system-whole petroleum system.

Adsorption,selectivity,and phase behavior in organic nanopores for shale gas and oil development

In a shale gas and oil reservoir,hydrocarbon fluids are stored in organic nanopores with sizes on the order of~1-100 nm.The adsorption,selectivity,and phase behavior of hydrocarbons in the nanopores are crucial for estimating the gas-in-place and predicting the productivity.In this study,to understand the characteristics of the phase behavior of multicomponent hydrocarbon systems in shale reservoirs,the phase behavior of a CH_(4)/n-C_(4)H_(10)binary mixture in graphite nanopores was investigated by Grand Ca-nonical Monte Carlo(GCMC)molecular simulation.The method for determining the dew-point pressure and bubble-point pressure in the nanopores was explored.The condensation phenomenon was observed owing to the difference in the adsorption selectivities of the hydrocarbon molecules on the nanopore surfaces,and hence the dew-point pressure(and bubble-point pressure)of hydrocarbon mixtures in the nanopores significantly shifted.The GCMC simulations reproduced both the higher and lower bubble-point pressures in nanopores in previous studies.This work highlights the crucial role of the selec-tivity in the phase behavior of hydrocarbons in nanopores.

Multi-source genesis of continental carbonate-rich fine-grained sedimentary rocks and hydrocarbon sweet spots

This paper systematically discusses the multiple source characteristics and formation mechanisms of carbonate-rich fine-grained sedimentary rocks through the analysis of material source and rock formation.The hydrocarbon accumulation characteristics of carbonate-rich fine-grained sedimentary rocks are also summarized.The results show that the main reason for the enrichment of fine-grained carbonate materials in rift lake basins was the supply of multiple material sources,including terrestrial material input,formation of intrabasinal authigenic carbonate,volcanic-hydrothermal material feeding and mixed source.The development of carbonate bedrock in the provenance area controlled the filling scale of carbonate materials in rift lake basins.The volcanic-hydrothermal activity might provide an alkaline fluid to the lake basins to strengthen the material supply for the formation of carbonate crystals.Authigenic carbonate crystals induced by biological processes were the main source of long-term accumulation of fine-grained carbonate materials in the lake basins.Carbonate-rich fine-grained sedimentary rocks with multiple features were formed through the interaction of physical,biochemical and chemical processes during the deposition and post-deposition stages.The source and sedimentary origin of the fine-grained carbonate rock controlled the hydrocarbon accumulation in it.In the multi-source system,the types of"sweet spots"of continental shale oil and gas include endogenous type,terrigenous type,volcanic-hydrothermal type and mixed source type.

America's Journey to Energy Independence and Its Revelation on China's Energy Supply Security

Ever since 2005, the US' shale oil and gas production growth and effective adjustment of domestic energy consumption mix have made it possible for the country to be less dependent upon imported energy and gain energy independence. What should we learn from it to guarantee energy supply security? This paper tried to answer the question.

Classification of Hydrocarbon-Bearing Fine-Grained Sedimentary Rocks

Fine-grained sedimentary rocks are defined as rocks which mainly compose of fine grains（〈62.5 μm）. The detailed studies on these rocks have revealed the need of a more unified, comprehensive and inclusive classification. The study focuses on fine-grained rocks has turned from the differences of inorganic mineral components to the significance of organic matter and microorganisms. The proposed classification is based on mineral composition, and it is noted that organic matters have been taken as a very important parameter in this classification scheme. Thus, four parameters, the TOC content, silica（quartz plus feldspars）, clay minerals and carbonate minerals, are considered to divide the fine-grained sedimentary rocks into eight categories, and the further classification within every category is refined depending on subordinate mineral composition. The nomenclature consists of a root name preceded by a primary adjective. The root names reflect mineral constituent of the rock, including low organic（TOC〈2%）, middle organic（2%4%） claystone, siliceous mudstone, limestone, and mixed mudstone. Primary adjectives convey structure and organic content information, including massive or limanited. The lithofacies are closely related to the reservoir storage space, porosity, permeability, hydrocarbon potential and shale oil/gas sweet spot, and are the key factor for the shale oil and gas exploration. The classification helps to systematically and practicably describe variability within fine-grained sedimentary rocks, what＇s more, it helps to guide the hydrocarbon exploration.