Case Studies
Jul 3, 2023

Geochemical Characteristics and Hydrocarbon Expulsion Efficiency of Different Types of Shale: Taking Chang 7 Member and Shanxi Formation in Ordos Basin, China, as Examples

Publication: Journal of Energy Engineering
Volume 149, Issue 5

Abstract

With the global expansion of shale oil and gas exploration, analyzing the geochemical characteristics of different types of shale has seized extensive attention. Taking the Chang 7 Member and Shanxi Formation in the Ordos Basin as examples, this study investigated the geochemical and hydrocarbon expulsion characteristics of different types of shale. The results show that the Chang 7 shale is mainly type I. The total organic carbon (TOC) distribution of the Chang 7 shale in the study area was between 0.72% and 27.5%, with an average of 7.46%, and the vitrinite reflectance (Ro) ranged from 0.45% to 1.28%. It is a good source rock in immature to mature stages. The Shanxi shale is mainly type III. The TOC distribution of the Shanxi shale was between 0.6% and 58.5%, with an average of 8.92%, and the Ro distribution was between 0.42% and 2.39%, indicating good immaturity over mature source rock. The average hydrocarbon expulsion efficiencies of the Chang 7 shale calculated using the hydrocarbon generation potential method and the original hydrocarbon generation potential method were 82.49% and 94.81%, respectively. Simultaneously, a correlation analysis of hydrocarbon expulsion efficiency with organic matter abundance, maturity, and type found that when TOC was less than 5%, hydrocarbon expulsion efficiency increased with increased organic matter abundance and maturity. When the TOC exceeds 5%, the hydrocarbon expulsion efficiency is mainly related to maturity. The hydrocarbon expulsion efficiency of the sapropelic shale was much higher than that of the humic shale. This study is significant for evaluating shale gas and shale oil resources in similar areas.

Get full access to this article

View all available purchase options and get full access to this article.

Data Availability Statement

All data, models, and codes generated or used in the study appear in the published paper.

Acknowledgments

This study was funded by the National Natural Science Foundation of China (Nos. 42072185 and 41872165), and the Science and Technology Cooperation Project of the CNPC-SWPU Innovation Alliance (Nos. 2020CX030000 and 2020CX050000).

References

Bai, Y. L., and Y. H. Ma. 2019. “Geology of the Chang 7 member oil shale of the Yanchang formation of the Ordos Basin in central North China.” Pet. Geosci. 26 (2): 355. https://doi.org/10.1144/petgeo2018-091.
Chen, Y. G., C. L. Zhu, K. Zhang, H. C. Wu, and L. Ma. 2017. “Shale gas accumulation conditions of the Upper Paleozoic coal measures in the Eastern margin of the Ordos Basin.” J. Geol. 41 (May): 54–61. https://doi.org/10.3969/j.issn.1674-3636.2017.01.54.
Dong, Z. L., X. Q. Li, M. Y. Zhang, M. Guo, H. Y. Niu, Z. G. Wen, J. J. Liu, and B. C. Lin. 2015. “Gas potential evaluation of coal measures source rock with medium-high thermal evolution stage.” Coal Sci. Technol. 43 (12): 129–136. https://doi.org/10.13199/j.cnki.cst.2015.12.026.
Ercegovac, M., and A. Kosti. 2006. “Organic facies and palynofacies: Nomenclature, classification and applicability for petroleum source rock evaluation.” Int. J. Coal Geol. 68 (1): 70–78. https://doi.org/10.1016/j.coal.2005.11.009.
Fu, X. Y., S. J. Chen, B. Y. Wu, and J. Y. Zhang. 2022a. “Improve crude oil recovery through geochemical methods–take the Longwangmiao formation in Moxi area of Sichuan Basin, China, as an example.” Pet. Sci. Technol. 40 (13): 1654–1664. https://doi.org/10.1080/10916466.2022.2030357.
Fu, X. Y., S. J. Chen, J. J. You, H. Li, and M. Z. Lei. 2022b. “Geochemical characteristics and, origin of heavy oil in the periphery of Wenchang-B depression in Zhu III Sub-basin, Pearl River Mouth Basin, China.” Pet. Sci. Technol. 40 (15): 1841–1860. https://doi.org/10.1080/10916466.2022.2030753.
Gao, J., X. Wang, S. He, X. W. Guo, B. Q. Zhang, and X. H. Chen. 2017. “Geochemical characteristics and source correlation of natural gas in Jurassic shales in the North Fuling area, Eastern Sichuan Basin, China.” J. Pet. Sci. Eng. 158 (Sep): 284–292. https://doi.org/10.1016/j.petrol.2017.08.055.
Hao, F., S. T. Li, W. L. Dong, Z. L. Hu, and B. J. Huang. 1998. “Abnormal organic-matter maturation in the Yinggehai basin, South China Sea: Implications for hydrocarbon expulsion and fluid migration from overpressured systems.” J. Pet. Geol. 21 (4): 427–444. https://doi.org/10.1111/j.1747-5457.1998.tb00794.x.
Hazra, B., S. Dutta, and S. Kumar. 2017. “TOC calculation of organic matter rich sediments using Rock-Eval pyrolysis: Critical consideration and insights.” Int. J. Coal Geol. 169 (Jan): 106–115. https://doi.org/10.1016/j.coal.2016.11.012.
He, Q. B., S. J. Chen, S. X. Li, B. Z. Guo, J. G. Lu, Y. Li, X. G. Li, L. P. Zhao, and Z. W. Ma. 2022. “Organic geochemical characteristics and hydrocarbon generation mechanism of marine-continental transitional organic-rich shale: A case study from the Shanxi formation in the eastern margin of the Ordos Basin.” J. Pet. Sci. Eng. 219 (Nov): 111116. https://doi.org/10.1016/j.petrol.2022.111116.
Hou, L. H., W. J. Ma, X. Luo, and J. Z. Liu. 2020. “Characteristics and quantitative models for hydrocarbon generation-retention-production of shale under ICP conditions: Example from the Chang 7 member in the Ordos Basin.” Fuel 279 (Nov): 118497. https://doi.org/10.1016/j.fuel.2020.118497.
Hu, T., X. Q. Pang, S. Yu, X. L. Wang, H. Pang, J. G. Guo, F. J. Jiang, Q. F. ShenWang, and J. Xu. 2015. “Hydrocarbon generation and expulsion characteristics of Lower Permian P1f source rocks in the Fengcheng area, northwest margin, Junggar Basin, NW China: Implications for tight oil accumulation potential assessment.” Geol. J. 51 (6): 880–900. https://doi.org/10.1002/gj.2705.
Hutton, A., S. Bharati, and T. Robl. 1994. “Chemical and petrographic classification of kerogen/macerals.” Energy Fuels 8 (6): 1478–1488. https://doi.org/10.1021/ef00048a038.
Jiang, F. J., D. Chen, J. Chen, Q. W. Li, Y. Liu, X. H. Shao, T. Hu, and J. X. Dai. 2016. “Fractal analysis of shale pore structure of continental gas shale reservoir in the Ordos Basin, NW China.” Energy Fuels 30 (6): 4676–4689. https://doi.org/10.1021/acs.energyfuels.6b00574.
Lafargue, E., J. Espitalie, T. Jacobsen, and S. Eggen. 1990. “Experimental simulation of hydrocarbon expulsion.” Org. Geochem. 16 (1): 121–131. https://doi.org/10.1016/0146-6380(90)90032-U.
Lafargue, W., J. Espitalie, T. M. Broks, and B. Nyland. 1994. “Experimental simulation of primary migration.” Org. Geochem. 22 (3–5): 575–586. https://doi.org/10.1016/0146-6380(94)90126-0.
Lei, Y. H., X. R. Luo, X. Z. Wang, L. X. Zhang, C. F. Jiang, W. Yang, Y. X. Yu, M. Cheng, and L. K. Zhang. 2015. “Characteristics of silty laminae in Zhangjiatan Shale of Southeastern Ordos Basin, China: Implications for shale gas formation.” AAPG Bull. 99 (4): 661–687. https://doi.org/10.1306/09301414059.
Li, C. R., X. Q. Pang, E. Z. Wang, G. Y. Liu, and Z. Y. Wu. 2020. “Organic geochemistry, hydrocarbon generation, and expulsion characteristics and their impact on tight oil: A case study of the third member of the Upper Palaeogene Shahejie Formation, Nanpu Sag, Bohai Bay Basin, NE China.” Geol. J. 55 (10): 6878–6897. https://doi.org/10.1002/gj.3846.
Liu, W., et al. 2023. “Current situation and prospect of the research on the conditions for the formation of marine and continental transitional shale gas reservoirs in the eastern margin of the Ordos Basin.” Nat. Gas Geosci. 34 (5): 868–887. https://doi.org/10.11764/j.issn.1672-1926.2022.11.001.
Lou, R. X., Q. S. Dong, and H. Nie. 2017. “Exploration prospects of shale gas resources in the upper Permian Linxi formation in Suolun-Linxi area, NE china.” Energy Fuels 31 (2): 1100–1107. https://doi.org/10.1021/acs.energyfuels.6b01882.
Ndip, E. A., C. M. Agyingi, M. E. Nton, J. C. Hower, and M. A. Oladunjoye. 2018. “Organic petrography and petroleum source rock evaluation of the Cretaceous Mamfe Formation, Mamfe basin, southwest Cameroon.” Int. J. Coal Geol. 202 (Feb): 27–37. https://doi.org/10.1016/j.coal.2018.11.005.
Pang, X. Q., M. W. Li, S. M. Li, and Z. J. Jin. 2005. “Geochemistry of petroleum systems in the Niuzhuang south slope of Bohai Bay Basin: Part 3. Estimating hydrocarbon expulsion from the Shahejie formation.” Org. Geochem. 36 (4): 497–510. https://doi.org/10.1016/j.orggeochem.2004.12.001.
Pang, X. Q., S. M. Li, Z. J. Jin, and G. Q. Bai. 2004. “Quantitative assessment of hydrocarbon expulsion of petroleum systems in the Niuzhuang sag, Bohai Bay Basin, East China.” Acta Geol. Sin. 78 (3): 615–625. https://doi.org/10.1111/j.1755-6724.2004.tb00174.x.
Rohrback, B. G., and K. E. Peters. 1984. “Geochemistry of artificially heated humic and sapropelic sediments—II: Oil and gas generation.” AAPG Bull. 68 (8): 961–970. https://doi.org/10.1306/AD4616A1-16F7-11D7-8645000102C1865D.
Shao, X. H., X. Q. Pang, F. J. Jiang, L. L. Li, Y. Y. Huyan, D. Y. Zheng, and A. Ruffell. 2018. “Diagenetic characteristics and reservoir quality in tight gas sandstones: A case study of the Shanxi formation in the north-eastern Ordos Basin, China.” Geol. J. 54 (6): 3257–3271. https://doi.org/10.1002/gj.3326.
Song, D. J., X. Q. Wang, C. J. Wu, S. W. Meng, M. F. Zhang, H. D. Li, H. Jiao, X. D. Liu, X. Jin, and J. C. Tuo. 2021. “Petroleum generation, retention, and expulsion in lacustrine shales using an artificial thermal maturation approach: Implications for the in-situ conversion of shale oil.” Energy Fuels 35 (1): 358–373. https://doi.org/10.1021/acs.energyfuels.0c03045.
Su, K. M., S. J. Chen, Y. T. Hou, Z. X. Lu, X. D. Shao, S. Li, Y. Li, J. Zhu, and M. M. Han. 2021a. “Application of factor analysis to investigating molecular geochemical characteristics of organic matter and oil sources: An exploratory study of the Yanchang Formation in the Ordos Basin, China.” J. Pet. Sci. Eng. 208 (Jan): 109668. https://doi.org/10.1016/j.petrol.2021.109668.
Su, K. M., S. J. Chen, Y. T. Hou, H. F. Zhang, X. L. Zhang, W. X. Zhang, G. L. Liu, G. Hu, and M. M. Han. 2021b. “Geochemical characteristics, origin of the Chang 8 oil and natural gas in the southwestern Ordos Basin, China.” J. Pet. Sci. Eng. 200 (May): 108406. https://doi.org/10.1016/j.petrol.2021.108406.
Tao, Y. C., and T. Z. Fan. 1989. “A new method of studying expulsion efficiency in petroleum exploration and its practical examples.” Earth Sci. 3 (May): 259–269.
Teng, J., H. C. Deng, Y. Xia, W. L. Chen, and M. Y. Fu. 2021. “Controls of amorphous organic matter on the hydrocarbon generation potential of lacustrine shales: A case study on the Chang 7 member of Yanchang formation, Ordos Basin, North China.” Energy Fuels 35 (7): 5879–5888. https://doi.org/10.1021/acs.energyfuels.0c04403.
Wang, E. Z., G. Y. Liu, X. Q. Pang, C. R. Li, Z. F. Zhao, Y. Feng, and Z. Y. Wu. 2020. “An improved hydrocarbon generation potential method for quantifying hydrocarbon generation and expulsion characteristics with application example of Paleogene Shahejie Formation, Nanpu Sag, Bohai Bay Basin.” Mar. Pet. Geol. 112 (Feb): 104106. https://doi.org/10.1016/j.marpetgeo.2019.104106.
Wang, Q., H. Y. Zou, F. Hao, Y. M. Zhu, X. H. Zhou, Y. B. Wang, J. Q. Tian, and J. Z. Liu. 2014. “Modeling hydrocarbon generation from the Paleogene source rocks in Liaodong Bay, Bohai Sea: A study on gas potential of oil-prone source rocks.” Org. Geochem. 76 (Nov): 204–219. https://doi.org/10.1016/j.orggeochem.2014.08.007.
Xiao, Z. L., S. J. Chen, Y. Li, P. Wang, Z. G. Ding, and Q. B. He. 2019. “The influence of bitumen on reservoir properties and hydrocarbon accumulation in the Chang-8 member of Huaqing area, Ordos Basin, China.” Pet. Sci. Technol. 37 (1): 103–109. https://doi.org/10.1080/10916466.2018.1511589.
Xiong, F. Y., Z. X. Jiang, H. X. Huang, M. Wen, and J. Moortgat. 2019. “Mineralogy and gas content of upper Paleozoic Shanxi and Benxi shale formations in the Ordos basin.” Energy Fuels 33 (2): 1061–1068. https://doi.org/10.1021/acs.energyfuels.8b04059.
Xu, K., S. Chen, Y. Hou, Z. Lu, C. Li, and M. Han. 2021. “Optimization of oil source correlation indexes: A case of Chang 10 member in Ordos Basin’ Zhoujiawan area.” Arabian J. Geosci. 14 (Oct): 1–12. https://doi.org/10.1007/s12517-021-08446-9.
Xu, L. F., Y. Li, X. G. Sun, Z. L. Li, S. Gao, W. Q. Hu, and Y. Zhang. 2022. “Geological controls on gas content in tidal flats-lagoonal and deltaic shales in the northeastern Ordos Basin.” J. Pet. Sci. Eng. 221 (Feb): 111291. https://doi.org/10.1016/j.petrol.2022.111291.
Xue, C. Q., J. G. Wu, L. W. Qiu, Q. Y. Liu, and J. H. Zhong. 2020. “Effect of thermal maturity on pore type and size in transitional shale reservoirs: An example from the upper Paleozoic Shanxi formation, Ordos Basin, China.” Energy Fuels 34 (12): 15736–15751. https://doi.org/10.1021/acs.energyfuels.0c02036.
Yuan, W., G. D. Liu, A. Stebbins, L. M. Xu, X. B. Niu, W. B. Luo, and C. Z. Li. 2016. “Reconstruction of redox conditions during deposition of organic-rich shales of the upper Triassic Yanchang formation, Ordos Basin, China.” Palaeogeogr. Palaeoclimatol. Palaeoecol. 486 (Nov): 158–170. https://doi.org/10.1016/j.palaeo.2016.12.020.
Yuan, W., G. D. Liu, X. X. Zhou, L. M. Xu, and C. Z. Li. 2020. “Palaeoproductivity and organic matter accumulation during the deposition of the Chang 7 organic-rich shale of the upper Triassic Yanchang formation, Ordos Basin, China.” Geol. J. 55 (4): 3139–3156. https://doi.org/10.1002/gj.3578.
Zhang, W. Z., H. Yang, J. F. Li, and J. Ma. 2006. “On the Ordos Basin—The leading role of high-quality oil source rocks in the formation and enrichment of low-permeability oil and gas reservoirs in Member 7—Analysis of characteristics and mechanism of strong hydrocarbon generation and expulsion.” Pet. Explor. Dev. 33 (3): 289–293.
Zhang, W. Z., H. Yang, W. W. Yang, K. Wu, and F. Liu. 2015. “Evaluation of geological characteristics of lacustrine shale oil in Yanchang formation of Ordos Basin.” Geochemistry 44 (5): 505–515. https://doi.org/10.19700/j.0379-1726.2015.05.010.
Zhou, J., and X. Q. Pang. 2002. “Exploration and application of a calculation method for hydrocarbon generation and expulsion.” Pet. Explor. Dev. 29 (1): 24–27.
Zhu, H. Q., P. L. Liu, X. Q. Pang, and Z. X. Jiang. 2008. “Principle of hydrocarbon-generation potential method studying hydrocarbon expulsion characteristics of source rocks and its application.” China Pet. Explor. 13 (3): 5–9.
Zou, C. N., S. Q. Pan, B. Horsfield, Z. Yang, S. Y. Hao, E. T. Liu, and L. F. Zhang. 2019. “Oil retention and intrasource migration in the organic-rich lacustrine Chang 7 shales of the upper Triassic Yanchang formation, Ordos Basin, central China.” AAPG Bull. 103 (11): 2627–2663. https://doi.org/10.1306/01301917052.

Information & Authors

Information

Published In

Go to Journal of Energy Engineering
Journal of Energy Engineering
Volume 149Issue 5October 2023

History

Received: Nov 2, 2022
Accepted: Apr 25, 2023
Published online: Jul 3, 2023
Published in print: Oct 1, 2023
Discussion open until: Dec 3, 2023

Permissions

Request permissions for this article.

ASCE Technical Topics:

Authors

Affiliations

Xin He, Ph.D. [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]
Jungang Lu, Ph.D. [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China; Natural Gas Geology Key Laboratory of Sichuan Province, Sothwest Petroleum Univ., Chengdu, Sichuan 610500, China (corresponding author). Email: [email protected]
PetroChina Coalbed Methane Co., Ltd., 9 Chaoqian Rd., Science Park, Changping District, Beijing 100020, China. Email: [email protected]
Xiaogang Li [email protected]
Exploration, Development and Construction Branch, PetroChina Coalbed Methane Co., Ltd., No. 115 Laodong Rd., Lianhu District, Xi’an, Shaanxi 710000, China. Email: [email protected]
PetroChina Coalbed Methane Co., Ltd., 9 Chaoqian Rd., Science Park, Changping District, Beijing 100020, China. Email: [email protected]
Shijia Chen, Ph.D. [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]
Yong Li, Ph.D. [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]
Qingbo He, Ph.D. [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]
Liping Zhao [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]
School of Geoscience and Technology, Southwest Petroleum Univ., Chengdu, Sichuan 610500, China. Email: [email protected]

Metrics & Citations

Metrics

Citations

Download citation

If you have the appropriate software installed, you can download article citation data to the citation manager of your choice. Simply select your manager software from the list below and click Download.

View Options

Get Access

Access content

Please select your options to get access

Log in/Register Log in via your institution (Shibboleth)
ASCE Members: Please log in to see member pricing

Purchase

Save for later Information on ASCE Library Cards
ASCE Library Cards let you download journal articles, proceedings papers, and available book chapters across the entire ASCE Library platform. ASCE Library Cards remain active for 24 months or until all downloads are used. Note: This content will be debited as one download at time of checkout.

Terms of Use: ASCE Library Cards are for individual, personal use only. Reselling, republishing, or forwarding the materials to libraries or reading rooms is prohibited.
ASCE Library Card (5 downloads)
$105.00
Add to cart
ASCE Library Card (20 downloads)
$280.00
Add to cart
Buy Single Article
$35.00
Add to cart

Get Access

Access content

Please select your options to get access

Log in/Register Log in via your institution (Shibboleth)
ASCE Members: Please log in to see member pricing

Purchase

Save for later Information on ASCE Library Cards
ASCE Library Cards let you download journal articles, proceedings papers, and available book chapters across the entire ASCE Library platform. ASCE Library Cards remain active for 24 months or until all downloads are used. Note: This content will be debited as one download at time of checkout.

Terms of Use: ASCE Library Cards are for individual, personal use only. Reselling, republishing, or forwarding the materials to libraries or reading rooms is prohibited.
ASCE Library Card (5 downloads)
$105.00
Add to cart
ASCE Library Card (20 downloads)
$280.00
Add to cart
Buy Single Article
$35.00
Add to cart

Media

Figures

Other

Tables

Share

Share

Copy the content Link

Share with email

Email a colleague

Share