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Journal of Natural Gas Science and Engineering 45 (2017) 670e692

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Journal of Natural Gas Science and Engineering


journal homepage: www.elsevier.com/locate/jngse

Continental shale pore structure characteristics and their controlling


factors: A case study from the lower third member of the Shahejie
Formation, Zhanhua Sag, Eastern China
Tingwei Li a, b, Zhenxue Jiang a, b, *, Zhuo Li a, b, Pengfei Wang a, b, Chenlu Xu c,
Guoheng Liu a, d, Siyuan Su a, b, Chuanxiang Ning a, b
a
State Key Laboratory of Petroleum Resources and Prospecting, China University of Petroleum, Beijing 102249, China
b
Unconventional Natural Gas Research Institute, China University of Petroleum, Beijing 102249, China
c
Key Laboratory of Petroleum Resource Research, Institute of Geology and Geophysics, Chinese Academy of Sciences, Beijing 100029, China
d
College of Geosciences, China University of Petroleum, Beijing 102249, China

a r t i c l e i n f o a b s t r a c t

Article history: Since shale oil and gas primarily occur in micro-nano pores and fractures, research on pore structure
Received 5 September 2016 characteristics is important to understand shale oil and gas accumulation mechanisms. Studies on the
Received in revised form pore structure of the lower third member of the Shahejie (Esl3) Formation in Zhanhua Sag, Jiyang
27 March 2017
Depression, Bohai Bay Basin, Eastern China, are quite limited, thereby, restricting further investment on
Accepted 10 June 2017
shale oil and gas exploration. We studied continental shale pore structure characteristics and their
Available online 23 June 2017
controlling factors by using a series of laboratory experiments on core samples taken from the Luo-69
Well. The results demonstrate that the Esl3 continental shale has a high proportion of calcareous min-
Keywords:
Zhanhua Sag
erals, low siliceous minerals, and low clay minerals. It is characterized by low total organic carbon (TOC)
Esl3 Formation content, low thermal maturity, and Type I and II organic matter. Five different kinds of pore spaces are
Continental shale developed in the shale samples: organic matter-hosted pores, intergranular pores, intercrystalline pores,
Pore structure dissolution pores, and micro-fractures, with the majority of slit-shaped and ink-bottle-shaped pores.
Controlling factors Macropores make the greatest contribution to the total pore volume, whereas micropores provide the
major surface area. As the organic-rich laminated calcareous shale (ORLCS) presents a larger pore vol-
ume, surface area, and mercury withdrawal efficiency, it is a favourable shale lithofacies for shale oil and
gas storage and flow. Compared with the Longmaxi marine shale, macropores well-developed in the Esl3
shale make great contribution for free hydrocarbon accumulation. Samples with different TOC contents,
mineral compositions, thermal maturities, and lamellar layers exhibit distinct differences in pore
structure. Mineral composition and thermal maturity primarily affect micropores and mesopores.
Macropores are influenced by mineral composition, TOC content, thermal maturity, and lamellar layers.
© 2017 Elsevier B.V. All rights reserved.

1. Introduction and gas, gradually making them important targets for oil and gas
exploration (Jiang et al., 2012; Guo, 2014; Wang, 2015).
Shale oil and gas have become important energy sources in Shale oil and gas refer to the petroleum and natural gas that are
North America (Montgomery et al., 2005; Jarvie et al., 2007; Ross produced from organic-rich black shale and mainly occur in micro-
and Bustin, 2008; Chalmers and Bustin, 2008). The great success nano pores (Jarvie et al., 2007; Curtis, 2002; Ji et al., 2015). The
of shale oil and gas exploration and development in North America practical exploration and development of shale oil and gas have
has aroused widespread interest across the world. In recent years, demonstrated that micro-nano pore structure plays an extremely
petroleum scientists in China have initiated research on shale oil important role in the storage and flow of shale oil and gas (Ji et al.,
2014; Javadpour et al., 2007). Micro-nano pore structure is gener-
ally characterized by size, volume, surface area, shape, connectivity,
* Corresponding author. State Key Laboratory of Petroleum Resources and Pro- and spatial distribution (Haroonabadi and Haghifam, 2013). In
specting, China University of Petroleum, Beijing 102249, China. recent years, many qualitative and quantitative techniques have
E-mail address: zhenxuejiang@163.com (Z. Jiang).

http://dx.doi.org/10.1016/j.jngse.2017.06.005
1875-5100/© 2017 Elsevier B.V. All rights reserved.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 671

been used to study the micro-nano pore structure of shale reser- lithofacies that are ordinarily characterized by mineral composi-
voirs. The qualitative techniques, such as polarized light micro- tion, TOC content, and the development of lamellar layers can have
scopy (PLM), field emission scanning electron microscopy (FE- great differences in pore structure. Since pore structure is one of the
SEM), and nano-CT, are used to directly observe the shape, size, and important criteria in identifying the sweet spots of resource plays,
distribution of pores. PLM is a common method that can provide a shale lithofacies that is favorable to the reservoir and flow of oil and
variety of pore structure parameters, but it is largely applicable to gas could be selected on the basis of pore structure. Therefore, to
the pores with the magnitude of micrometres. FE-SEM is a widely seek the distribution zones of favorable shale lithofacies should be
used method to identify minerals and observe micro-nano pores the key step in the exploration and development of shale oil and
using secondary and backscattered electron imagery. However, it gas.
also has some deficiencies, for example, the complicated pretreat- In recent years, many pore structure studies of shale reservoirs
ment of samples and only two-dimensional imaging (Ambrose have been carried out, mainly concentrating on marine shale
et al., 2010; Loucks et al., 2009; Chalmers et al., 2012; Jiao et al., (Montgomery et al., 2005; Jarvie et al., 2007; Ross and Bustin, 2008;
2014). Nano-CT is an advanced three-dimensional imaging Chalmers and Bustin, 2008). Chalmers et al. (2012) utilized drilling
method for obtaining the distribution and connectivity of nano- cores to study the mineral composition, pore structure, and organic
scale pores, but its application is limited by the high expense (Wang geochemical characteristics of the Barnett shale, Woodford shale,
et al., 2016a; Tang et al., 2016a). In addition, quantitative tech- Haynesville shale, Marcellus shale, and Doigunits shale in North
niques, such as low-pressure adsorption (LPA), high-pressure America. In China, research on the pore structure of shale reservoirs
mercury injection (MIP), and small-angle neutron scattering has been conducted as well, primarily focusing on the Silurian
(SANS), are used to indirectly characterize the size, shape, volume, Longmaxi marine shale in the southeast Sichuan Basin (Tang et al.,
surface area, and connectivity of pores. LPA is able to measure the 2015; Wang et al., 2016b). However, there is little comprehensive
pore volume, surface area, and pore size distribution in the samples and systematic research on the pore structure of continental shale
using N2 and CO2 as adsorbates, although extremely high vacuum is reservoirs. Compared with marine shale, the sedimentary envi-
needed in N2 adsorption and the theory model of CO2 adsorption is ronments of continental shale change rapidly, and sedimentary
not yet mature (Mastalerz et al., 2013; Clarkson et al., 2013; Chen strata of continental shale are relatively young, making continental
et al., 2011, 2016). MIP can obtain the pore structure parameters shale reservoirs unique (Yuan et al., 2016; Liu et al., 2015). In
based on the amount of mercury injection as well. Nevertheless, it Zhanhua Sag the sedimentary environment of the Esl3 Formation
is a destructive experiment as the higher pressure of mercury in- was a warm-wet climate with limited provenance, moderateedeep
jection may cause induced fractures, sample deformation, and lacustrine facies, salt water, strong reduction, and strong alkalinity.
compression of shale pores (Mastalerz et al., 2013; Ross and Bustin, Although many studies on the mineral composition, porosity, and
2007; Katsube, 1992). SANS allows for a wide pore size distribution permeability of shale reservoirs have been done (Li et al., 2015; Liu
to be investigated. Moreover, the analysis may be performed at et al., 2012; Song et al., 2011), research on pore structure is rela-
elevated temperature and pressure, unlike LPA, and is nonde- tively limited in the study area. The current research on the pore
structive, unlike MIP. However, it is not suitable for the mixed structure of the Esl3 shale is simple qualitative analysis, especially
powder composed of particles with different electron densities or lacking quantitative analysis. For example, Wang et al. (2013a)
the powder with micropores (Clarkson et al., 2013; Melnichenko studied the pore structure of the Esl3 shale and only divided the
et al., 2009; Mares et al., 2009). pores into the following types: intercrystalline pores, dissolution
Being different from sandstone due to the presence of organic pores, and intergranular pores. Li et al. (2015) just identified the
matter, pores that occur in shale reservoirs can be divided into two pore types in the Esl3 shale samples via SEM and clarified the ex-
types: mineral-hosted pores and organic matter-hosted pores istence of organic matter-hosted pores.
(Loucks and Ruppel, 2007; Loucks et al., 2009, 2012; Clarkson et al., In this study, the Esl3 shale in Zhanhua Sag, Jiyang Depression,
2012; Scherdel et al., 2010; Slatt and O'Brien, 2011). Simultaneously, Bohai Bay Basin, Eastern China is taken as the object. Using X-ray
according to the definition provided by the International Union of diffraction (XRD), Rock-Eval pyrolysis, TOC analysis, vitrinite
Pure and Applied Chemistry (IUPAC), pores can be divided into reflectance analysis, thin section observation, soxhlet extraction,
three types on the basis of pore size: micropores (diameter less FE-SEM, low-pressure N2 and CO2 adsorption, and MIP analysis, the
than 2 nm), mesopores (diameter between 2 nm and 50 nm), and micro-nano pore structure and its controlling factors for conti-
macropores (diameter greater than 50 nm). Various kinds of pores nental shale reservoirs were systematically studied in order to
have great differences in reservoir property and seepage ability. provide a scientific basis for continental shale oil and gas explora-
Since micropores and mesopores have a large surface area, they tion and development (Fig. 1).
mainly host adsorbed hydrocarbons and diffusion processes.
However, since macropores have a large volume, they tend to be 2. Geological setting and samples
free of hydrocarbons and are dominated by permeation processes
(Slatt and O'Brien, 2011). Additionally, previous studies have 2.1. Geological setting
revealed that both TOC content and thermal maturity have a sig-
nificant effect on organic matter-hosted pores and mineral-hosted Zhanhua Sag lies in the northeast of the Jiyang Depression, Bohai
pores. During hydrocarbon generation, the consumption and syn- Bay Basin, Eastern China (Fig. 2). It covers an area of 2800 km2 and
eresis of organic matter result in considerable organic matter- is located south of the Chenjiazhuang High and east of the Kendong
hosted pores. Organic acids that are released during the hydro- High. The west and north sides are bounded by the Yidong and
carbon generation dissolve eutectic minerals to develop dissolution Chengdong Faults, respectively. The tectonic units developed in
pores. Owing to great differences in mechanical properties, brittle Zhanhua Sag include the Gubei Sag, Bonan Sag, Gunan Sag, Fulin
minerals are favourable for developing micro-fractures under slight Sag, Sikou Sag, Kenxi Sag, Zhuangxi Sag, and Gudao High. The faults
force compared to clay minerals (Jarvie et al., 2007; Rickman et al., are well-developed in Zhanhua Sag, including three NW-trending
2008; Sondergeld et al., 2010). The development of lamellar layers major faults (Luoxi Fault, Guxi Fault, and Wuhaozhuang Fault)
has a great influence on micro-nano pore structure, greatly and a series of NE- and EW-trending faults (Li et al., 2015; Wang
increasing reservoir space and seepage paths (Wang et al., 2013a, and Hu, 2014; Zhang et al., 2005).
2015; Liu et al., 2015). As a result, various kinds of shale Zhanhua Sag has developed very thick Cenozoic strata (Fig. 3).
672 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

Fig. 1. Workflow chart for the sequence of the current experimental studies.

Cenozoic Paleogene shale is distributed in the Shahejie Formation study, is mostly composed of grey and dark-grey tight shale, and its
(Song et al., 2015). The Esl3 Formation is not only the major horizon depth is from 2910 m to 3130 m, with the thickness of 220 m.
for the development of shale but also the most favourable horizon
for oil and gas exploration and development. According to statistics, 3. Experimental methods
there are more than 80 wells that have drilled the Esl3 Formation in
Zhanhua Sag, 11 wells of which produce high-yielding commercial The sample number for each experiment analysed is shown in
oil and gas flows (the highest well production rate up to 140 t/d and detail in Table 1. The preparation process for each experimental
12549 m3/d). In addition, 3 horizontal wells are deployed in method is provided below. All of the experiments were conducted
Zhanhua Sag and performed by staged fracturing, the highest well at the State Key Laboratory of Petroleum Resources and Pro-
production rate up to 7.8 t/d (Wang et al., 2013b; Liu et al., 2012; specting, China University of Petroleum, Beijing.
Zhao et al., 2012).
Owing to the fact that the strong major fault activity resulted in 3.1. XRD, Rock-Eval, TOC, vitrinite reflectance analysis, thin section
crustal extension, basin subsidence, and an increase in water depth, observation, and soxhlet extraction
the sedimentary period of the Esl3 Formation in Zhanhua Sag is
known as the main period for the development of source rocks. The XRD analysis is a common scientific method for evaluating the
lithology is mainly grey and dark-grey shale, with a small amount of mineral composition of shale reservoirs. Thirty-six samples were
siltstone. The sedimentary environment of the Esl3 Formation had a analysed for whole-rock and clay fraction mineralogy using a ZJ207
warm-wet climate, limited provenance, moderateedeep lacustrine Bruker D8 advance X-ray diffractometer. Each sample (approxi-
facies, salt water, strong reduction, and strong alkalinity (Wang mately 5 g) for XRD analysis was crushed and sieved to a 300 mesh
et al., 2015). The Esl3 shale in Zhanhua Sag is widely distributed, size fraction. The detailed process of the experiment is similar to
with the thickness ranging from 200 m to 450 m and increasing that presented by Kamp and Peter (2008) and Metwally and
from south to north. Chesnokov (2012).
Rock-Eval pyrolysis is a conventional method for characterizing
2.2. Samples the type and thermal maturity of organic matter (Espitalie et al.,
1977). TOC analysis is an available method for determining the
Total of 36 core samples of the Esl3 Formation were taken from content of total organic carbon (Stasiuk et al., 2006). Thirty-six
the Luo-69 Well (Fig. 2). These core samples were stored at room samples were used for Rock-Eval pyrolysis and TOC analysis, us-
temperature in an airtight container. The Luo-69 Well, the only ing the ROCK-EVAL.II methodology and a CS230HC carbon and
systematic coring well in the study area, is a vertical exploratory sulphur analyser. Each sample (approximately 60 mg) for Rock-Eval
well that has successively drilled through the Neocene Min- pyrolysis was crushed and sieved to a 200 mesh size fraction. TOC
ghuazhen and Guantao Formations, and the Paleogene Dongying, measurement samples were immersed in a 5% HCl solution for two
Shahejie, and Kongdian Formations (from top to bottom) (Fig. 3). days to eliminate all carbonate minerals. The samples were then
The Esl3 Formation in the Luo-69 Well, the interval of interest in our dried in a stoving oven at 65  C for 1.5 days. The vitrinite reflectance
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 673

Fig. 2. Location map of the study area for Zhanhua Sag, Jiyang Depression, Bohai Bay Basin, Eastern China.

values (Ro), a common index for characterizing the thermal 3.2. FE-SEM analysis
maturity of organic matter, were acquired using a Zeiss microscope
and an MPV-I microphotometer in reflected mode (Taylor et al., FE-SEM is an advanced method for directly observing the size,
1998). shape, and distribution of micro-nano pores (Jiao et al., 2012; Wang
Thin section observation is an established method for deter- et al., 2016b; Loucks et al., 2012). Ar-ion polishing is necessary to
mining the mineral composition and optical properties of rock thin reduce the surface roughness of shale samples. The polished sam-
sections using a petrographic microscope (Su et al., 1991). It is ple was then coated with Au to prevent electrostatic charging. FE-
necessary for preparing the thin section to repeatedly grind the SEM analysis was conducted using both secondary and back-
core sample until its thickness reaches 0.02e0.06 mm. Thirty-six scattered electron imagery at an operating current of 15 kV. The
samples were observed using a Leica Leitz Dmrxp apparatus un- dimensions of each sample were approximately
der 2.5  10, 10  10, and 10  20 magnifications. 10 mm  10 mm  3 mm. Eight samples were observed using an
Soxhlet extraction is a common method for extracting dissol- FE-SEM (FEI HELIOS NANOLAB 650 SEM) in combination with an
uble organic matter (chloroform bitumen “A”) from shale based on argon-ion cross-section polisher and energy dispersive X-ray
the theory of similarity and intermiscibility (Pan et al., 2015). Each spectrometer.
sample was ground to a <75 mm (<200 mesh) powder. Each sample
was extracted for 24 h using a mixed solution (250 ml CH2Cl2 and 3.3. Gas adsorption and MIP analysis
5 ml CH3OH; boiling temperature of 75  C). Eight samples were
used for Soxhlet extraction. Low-temperature low-pressure (77.35 K at 101.3 kPa) N2
674 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

Fig. 3. I: Generalized stratigraphic columns of the Jiyang Depression. II: Logging data of the Luo-69 Well for the Esl3 Formation.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 675

Table 1 4.2. Organic matter characteristics


Sample numbers corresponding to experimental methods.

Experimental methods Samples analysed The TOC content of the Esl3 shale ranges from 0.52 wt% to 9.32 wt
XRD analysis 36
% and has a gradually decreasing trend with increasing depth. The
Rock-Eval analysis 36 kerogen in the Esl3 shale contains organic matter of Type I and II,
TOC analysis 36 presenting an incline to Type I and II1 (Fig. 5). The Esl3 shale is
Vitrinite reflectance analysis 36 mainly in the oil window at the present time, with Ro ranging from
Thin section observation 36
0.70% to 0.91% (Fig. 4). In addition, the thermal maturity gradually
Soxhlet extraction 8
FE-SEM 8 becomes greater with increasing depth.
N2 adsorption analysis 8
CO2 adsorption analysis 8
MIP analysis 8 4.3. Sedimentary structure characteristics

Using high-resolution core imaging and thin section observa-


adsorption analysis is a common method for characterizing mes- tion, it can be observed that the upper part of the Esl3 shale develops
oporous structure (Rouquerol et al., 1994). Surface area was ob- a massive structure with very thick horizontal beddings or no
tained using the Brunauere-Emmette-Teller (BET) method beddings and all kinds of minerals distributed as a mixture (Fig. 4a).
(Brunauer et al., 1938). The pore size distribution and pore volume In contrast, the middle and lower parts universally develop thin
were calculated using the Barrette-Joyner-Halenda (BJH) theory horizontal beddings, consisting of bedded and laminated structures
(Brunauer et al., 1938; Barrett et al., 2014). Eight samples were (Fig. 4bee). The horizontal bedding appears as the interactive dis-
measured using a four-type automatic surface area and porosity tribution of light and dark lamellar layers. The dark lamellar layers
physical adsorption instrument (USA, Quantachrome Ins, mainly consist of clay minerals, siliceous minerals, and organic
Quadrasorb-SI). Each sample (approximately 1e2 g) was crushed matter, whereas the light lamellar layers are mostly composed of
into grains of 60e80 mesh size and automatically degassed at calcareous minerals. The lamellar layer thickness of the laminated
approximately 110  C under vacuum for approximately 14 h to structure is much smaller than that of the bedded structure.
remove adsorbed moisture and volatile matter before analysing Moreover, the boundaries between the light and dark lamellar
with N2. layers of the laminated structure are much clearer than those of the
CO2 adsorption analysis is more suitable for micropores bedded structure.
(Chalmers et al., 2012; Cui et al., 2010; Tian et al., 2012). The shale
samples were then used for CO2 adsorption after the N2 adsorption.
4.4. Pore structure characteristics through FE-SEM observation
Before the test, the samples were put into a vacuum drying oven for
2 h to vacuumize. The surface area was obtained using the CO2
A great deal of complicated pores and fractures at the micro-
isothermal adsorption method at 273.15 K, whereas the pore size
and nanoscale in the Esl3 shale samples were observed by FE-SEM.
distribution and pore volume were calculated using the Density
These micro-nano pores can be divided into two types: organic
Functional Theory (DFT) model. Eight samples were measured us-
matter-hosted pores and mineral-hosted pores, with mineral-
ing a NOVA4200e specific surface area and pore-size distribution
hosted pores including intergranular pores and intraparticle
analyser.
pores (Loucks et al., 2012).
MIP analysis is an applicable method for obtaining information
on macroporous structure (Washburn, 1921; Katsube et al., 1998;
Eseme et al., 2006; Ross and Bustin, 2009). As the test pressure is 4.4.1. Organic matter-hosted pores
increased, mercury molecules gradually enter into small pores. The Two typical types of organic matter-hosted pores were observed
pore size distribution and pore volume were obtained from the in the shale samples, which is not considered and mentioned in
number of mercury molecular intrusion. The surface area was Zhang et al. (2016). One is that organic matter and inorganic min-
calculated according to the YoungeDupre  equation. Eight samples erals tend to form complexes in the form of adsorption, package,
were measured using an automatic mercury porosimeter (Micro- and filling (Fig. 6aee). A large number of organic matter-hosted
meritic Instruments Ltd., Auto Pore IV9500 porosimeter). The di- pores with irregular polygonal shapes, covering a wide range of
ameters of the columnar samples used in the MIP were sizes from 108 nm to 2.96 mm, are developed in the complexes. The
approximately 2.5 cm. When getting the samples from the core, other is banded and polygonal organic matter that occurs in
one must be very careful to avoid the generation of micro-fractures. isolation. At the boundaries between organic matter and inorganic
Before the test, the samples were dried for 24 h at 110  C to remove minerals, slit-shaped pores measuring 29e406 nm in diameter are
any adsorbed and free water. commonly developed, with a great length-width ratio, similar to
micro-fractures (Fig. 6feg). It is well known that organic matter-
hosted pores are closely related to the hydrocarbon generation of
organic matter. It may be due to the consumptions of organic
4. Results components and moisture during the hydrocarbon generation of
solid kerogen. It is also because that the accumulation of newly
4.1. Mineral composition generated liquids and gases results in the formation of bubbles.
Owing to the low thermal maturity of organic matter in the Esl3
The Esl3 shale mainly consists of calcite, clay, and quartz (Fig. 4). shale, organic matter-hosted pores primarily exist in the above two
In addition, it contains a small amount of K-feldspar, anorthose, special forms, instead of honeycomb-like pores formed by the
dolomite, siderite, pyrite, and other particles. With increasing sufficient hydrocarbon generation of organic matter with high
depth, the calcite content gradually becomes greater, whereas the thermal maturity. Organic matter-hosted pores are connected with
clay and quartz contents both become less. Clay minerals mainly mineral-hosted pores and provide reservoir space and permeable
consist of illiteesmectite mixed layer and illite, with only a small channels for shale oil and gas (Jarvie et al., 2007; Loucks et al., 2009,
amount of kaolinite and chlorite. 2012; Guo et al., 2014; Romero-Sarmiento et al., 2014).
676 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

Fig. 4. Essential characteristics of the Esl3 shale in Zhanhua Sag. Calcareous minerals: calcite, dolomite, and siderite; Siliceous minerals: quartz and feldspar. a: 2932 m, massive
structure; b: 2942 m, bedded structure; c: 3040 m, laminated structure; d: 3110 m, laminated structure.

4.4.2. Intergranular pores reformed by sedimentation and metharmosis. It may be generated


Intergranular pores are predominantly developed around inor- by the differences in compressive strength between plastic and
ganic mineral grains, which have large sizes of hundreds of nano- brittle minerals, such as clay and calcite (Fig. 7a). It may be also
metres and are mostly triangular, polygonal, and slit-shaped, being caused by the mutual support of brittle mineral grains in the pro-
the same as Zhang et al. (2016) observed by SEM (Fig. 7aeb). This cess of mechanical compaction, such as calcite grains (Fig. 7aeb).
kind of pores is the residual space of mineral grains, which are Owing to highly abundant brittle minerals, intergranular pores are
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 677

Fig. 5. Plot of the hydrogen index (HI) versus Tmax for the Esl3 shale in Zhanhua Sag.

well developed in the Esl3 shale. Intergranular pores present great seepage properties of shale reservoirs.
size and high connectivity, which make great contribution to the
storage and seepage of shale oil and gas (Yang et al., 2014; Jiao et al., 4.4.4. Micro-fractures
2014; Cao et al., 2015). Micro-fractures are closely related to internal stress produced
by dehydration, uniform shrinkage, and recrystallization of shale
4.4.3. Intraparticle pores reservoirs under overburden pressure during diagenesis (Ji et al.,
It can be observed by means of FE-SEM that intraparticle pores 2016). A considerable number of micro-fractures are developed in
are primarily developed within mineral grains. There are two types the inorganic minerals matrix, such as at the boundaries between
of intraparticle pores in the shale samples. One is intercrystalline calcareous laminas and argillaceous laminas or inside calcareous
pores that are developed among mineral crystals (such as clay and laminas (Fig. 7geh). These micro-fractures are relatively bent and
pyrite) and formed by the loose accumulation of crystals in the have a good extensibility, covering a wide range of widths from
growing process. The other is dissolution pores that are generated 192 nm to 1.04 mm. In addition, as Li et al. (2015) mentioned, owing
by organic acids dissolving unstable minerals (such as quartz, to the consumptions of organic components and moisture during
feldspar, and calcite) in the process of hydrocarbon generation. the hydrocarbon generation of solid kerogen, long and narrow
Organic acids generated during the thermal evolution of organic micro-fractures are commonly developed at the boundaries be-
matter could provide hydrogen ion and complex metallic elements tween organic matter and inorganic minerals, with the width of
to improve the solubility of minerals and then result in the disso- hundreds of nanometres (Fig. 6h). Due to the characteristics of
lution of minerals (Liu et al., 2006; Surdam et al., 1989). Intercrys- highly abundant carbonate minerals, organic matter, and lamellar
talline pores in clay minerals mostly occur as triangular and layers, a great deal of micro-fractures are well developed in the Esl3
irregular polygonal shapes (Fig. 7c). Compared with intergranular shale, which is an important feature of this study area. Like Zhang
pores, they have small pore sizes with the minimum of 17 nm. et al. (2016) mentioned, micro-fractures interlinked to form
Intercrystalline pores in cluster-shaped pyrite are mainly irregular complicated fracture meshes could not only improve the perme-
polygonal, with nanoscale pore sizes (Fig. 7d). Due to generally ability of shale reservoirs, but also provide the favorable space for
being associated with organic matter, most intercrystalline pores in hydrocarbon accumulation (Fig. 7h).
cluster-shaped pyrite are filled with organic matter. Dissolution
pores, dot-like and elliptical, have small pore sizes ranging from 4.5. Pore structure characteristics through gas adsorption and MIP
84 nm to 232 nm with poor connectivity (Fig. 7eef). Since the Esl3 analysis
shale is rich in unstable minerals and organic matter is in the
maturity stage, dissolution pores are observed in the shale samples. It was shown that N2 adsorption and desorption isotherms
As Zhang et al. (2016) concluded, intraparticle pores with small reflect pore shapes (De Boer and Lippens, 1964). The shapes of
pore size make relatively limited contribution to the storage and adsorption/desorption isotherms in the samples are slightly
678 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

Fig. 6. The morphology and distribution of organic matter-hosted pores and micro-fractures in the shale samples. a: a complex of organic matter and clay minerals, 3020 m; b: a
complex of organic matter and K-feldspar, 3025 m; c: a complex of organic matter and quartz, 3020 m; d: banded organic matter associated with pyrite, 3025 m; e: organic matter
filled in cluster-shaped pyrite, 3025 m; f: quadrangular organic matter distributed in calcite grains, 3110 m; g: slit-shaped organic matter-hosted pores developed at the boundaries
between banded organic matter and inorganic minerals, 2947 m; h: organic matter-hosted micro-fractures developed at the boundaries between banded organic matter and
inorganic minerals, 3020 m. OM: organic matter.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 679

Fig. 7. The morphology and distribution of mineral-hosted pores and micro-fractures in the shale samples. a: wedge-shaped and polygonal intergranular pores around clay and
calcite grains, 3055 m; b: silt-shaped and irregular polygonal intergranular pores in calcite, 3055 m; c: intercrystalline pores in clay minerals, 3060 m; d: intercrystalline pores in
cluster-shaped pyrite, 2947 m; e: dissolution pores in calcite grains, 2947 m; f: dissolution pores in K-feldspar grains, 2947 m; g: micro-fractures developed in calcareous laminas or
at the boundaries between calcareous laminas and argillaceous laminas, 3020 m; h: complicated micro-fracture meshes, 3105 m.
680 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

different, but generally have a characteristic of inverse-S shape 5. Discussion


(Fig. 8). The adsorption branches change very slowly and show a
slightly upward convexity at low relative pressure (0 < P/P0 < 0.4). 5.1. Characteristics of continental shale with typical lithofacies
However, the adsorption branches become steep and present an
obviously downward concave at high relative pressure (0.8 < P/ According to the present situation in the study area, compre-
P0 < 1.0). There is no saturated adsorption at the saturated vapour hensively taking TOC content, sedimentary structure, and mineral
pressure, indicating the occurrence of capillary condensation composition into consideration, the Esl3 shale has developed into
(Kondou and Ishikawa, 2006). As the phenomenon of capillary five types of lithofacies: the organic-rich massive mixed shale
condensation could only occur in the samples with macropores (ORMMS, TOC>2 wt%, massive structure, clay, siliceous, and
(Kondou and IshikawaAbe, 2006), we infer that macropores are calcareous minerals contents all less than 50%), the organic-rich
developed in the shale samples. When the relative pressure is bedded mixed shale (ORBMS, TOC>2 wt%, bedded structure, clay,
greater than 0.4, hysteresis loops are generated by the noncoin- siliceous, and calcareous minerals contents all less than 50%), the
cidence of the adsorption and desorption branches, reflecting the organic-rich bedded calcareous shale (ORBCS, TOC>2 wt%, bedded
development of mesopores in the shale samples. In addition, the structure, calcareous minerals content more than 50%), the organic-
desorption branches generally become steep at medium relative rich laminated calcareous shale (ORLCS, TOC>2 wt%, laminated
pressure, but the scarps of the desorption branches are not all structure, calcareous minerals content more than 50%), and the
obvious. According to the classification of the IUPAC, the hysteresis organic-fair laminated calcareous shale (ORLCS, 1 wt%<TOC<2 wt%,
loops are close to type H3 and also have the characteristics of type laminated structure, calcareous minerals content more than 50%).
H2, respectively, corresponding to slit-shaped and ink-bottle- ORMMS is distributed in the topmost part of the Esl3 Formation
shaped pores (Sing et al., 1985). It is concluded that the shale (Fig. 4). ORBMS and ORBCS are distributed in the upper and middle
samples are dominated by slit-shaped and ink-bottle-shaped parts of the Esl3 Formation, with ORBMS distributed in the form of
pores. thin interbeds between large sets of ORBCS. ORLCS and OFLCS are
As the Esl3 shale has a very complicated pore structure, micro- distributed in the lower and lowermost parts of the Esl3 Formation,
nano pore size distribution is obtained by the combination of CO2 respectively. Among these five types, ORBCS, ORLCS, and OFLCS are
adsorption, N2 adsorption, and MIP analysis. Because CO2 is able the main lithofacies of the Esl3 Formation, accounting for 41%, 18%,
to enter the 0.35 nm pores, CO2 adsorption analysis is primarily and 21%, respectively. Therefore, we focused on the eight samples
used to obtain the distribution characteristics of micropores, of typical shale lithofacies (ORBCS, ORLCS, and OFLCS) to analyse
whose diameter range is less than 2 nm. It is generally known the characteristics of pore structure.
that N2 adsorption makes use of capillary condensation to ORBCS contains the highest proportions of clay and siliceous
calculate the pore size distribution. Only when the relative minerals and the lowest calcareous minerals (Table 3). The organic
pressure (P/P0) is greater than 0.35 can capillary condensation matter, with type I, possesses a medium content and the lowest
occur. In addition, according to the Kelvin Equation, the larger the thermal maturity. The chloroform bitumen “A” presents the lowest
pore is, the higher the relative pressure required for capillary content, meaning that ORBCS possesses the least free hydrocarbon
condensation is. When capillary condensation occurs in the large content. ORBCS has a character of bedded structure, with relatively
pores, the relative pressure is close to the saturated vapour poorly developed lamellar layers (Fig. 4b). Micro-nano pores are
pressure, which is difficult to measure in the experiment. dominated by slit-shaped and ink-bottle-shaped pores (Fig. 8aec).
Therefore, there are upper and lower limits of the N2 adsorption The pore volume is the lowest of the three kinds of shale lithofacies
method, respectively 50 nm and 2 nm (Mastalerz et al., 2013; and possesses three relatively stable peaks, respectively,
Clarkson et al., 2013; Chen et al., 2011, 2016). MIP analysis is 0.5e0.9 nm, 10e40 nm, and 2000e15000 nm (Table 2 and
used to acquire the distribution of pore size based on the number Fig. 9aec). The contributions of micropores, mesopores, and mac-
of mercury molecular intrusion under high pressure. However, ropores to the total pore volume are approximately equivalent.
the high pressure may cause induced fractures, sample defor- However, the surface area, which is mainly provided by micropores,
mation, and compression of shale pores, affecting the results. especially with diameters of 0.5e0.9 nm, is the largest of the three
Thus, MIP is primarily used to analyse macropores, whose kinds of typical lithofacies, (Table 2 and Fig. 10aec). Thus, ORBCS
diameter range is greater than 50 nm (Mastalerz et al., 2013; Ross develops mostly micropores, a medium amount of mesopores, and
and Bustin, 2007; Katsube, 1992). According to the application the fewest macropores.
scope of the three methods, the pore size distribution of micro- ORLCS possesses medium contents of clay, siliceous, and calcar-
pores is obtained by CO2 adsorption, mesopores by N2 adsorp- eous minerals (Table 3). The organic matter has the highest content
tion, and macropores by MIP analysis (Figs. 9 and 10). and a medium thermal maturity, with Type I and II1. The chloroform
Micropores, mesopores, and macropores are all well developed bitumen “A” shows the highest content, indicating that ORLCS bears
in the shale samples. The total pore volume presents a very small the most free hydrocarbon content. ORLCS is characterized by
variation range (Table 2), showing two relatively stable peaks laminated structure, with lamellar layers extremely well-developed
(respectively, 0.5e0.9 nm and 10e15000 nm) (Fig. 9). As the pore (Fig. 4c). Micro-nano pores are the result of a combination of slit-
volume of macropores accounts for most of the total pore volume, shaped and ink-bottle-shaped pores (Fig. 8def). The pore volume
macropores make the greatest contribution to the total pore vol- is the greatest of the three kinds of shale lithofacies and shows a
ume, followed by mesopores and micropores. In contrast, the total great peak at a diameter of 50e15000 nm (Table 2 and Fig. 9def).
surface area varies over a wide range and has a relatively stable Macropores show a large contribution to the total pore volume,
peak at the pore size of 0.5e0.9 nm (Fig. 10, Table 2). The total followed by mesopores and micropores. The medium surface area is
surface area is mainly provided by micropores, especially the pores primarily contributed by micropores and presents a stable peak at
with diameters of 0.5e0.9 nm. The surface area of macropores is the diameters of 0.5e0.9 nm, but the contributions of mesopores and
about three orders of magnitude smaller than that of micropores, macropores are slightly increased compared with ORBCS (Table 2
showing that macropores make the least contribution to the total and Fig. 10def). Therefore, ORLCS develops mostly macropores, a
surface area. medium amount of micropores, and the fewest mesopores.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 681

2.0 L1 1.0 L2
adsorption adsorption
1.8
Adsorption/desorption volume (ml/g)

Adsorption/desorption volume (ml/g)


desorption desorption
1.6 0.8

1.4

1.2 0.6

1.0

0.8 0.4

0.6

0.4 0.2

0.2

a 0.0 b 0.0
0.0 0.2 0.4 0.6 0.8 1.0 1.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2
1.6 L3 1.6 L4
adsorption Relative pressure (P/P0 ) adsorptionRelative pressure (P/P0 )
Adsorption/desorption volume (ml/g)

Adsorption/desorption volume (ml/g)


desorption desorption

1.2 1.2

0.8 0.8

0.4 0.4

c 0.0 d 0.0
0.0 0.2 0.4 0.6 0.8 1.0 1.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2
2.5 L5 3.0 L6
adsorption Relative pressure (P/P0 ) adsorptionRelative pressure (P/P0 )
Adsorption/desorption volume (ml/g)

Adsorption/desorption volume (ml/g)

desorption desorption
2.5
2.0

2.0
1.5

1.5

1.0
1.0

0.5
0.5

e 0.0 f 0.0
0.0 0.2 0.4 0.6 0.8 1.0 1.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2
2.5 L7 5.0 L8
adsorption Relative pressure (P/P0 ) adsorptionRelative pressure (P/P0 )
4.5
Adsorption/desorption volume (ml/g)

Adsorption/desorption volume (ml/g)

desorption desorption
2.0 4.0

3.5

1.5 3.0

2.5

1.0 2.0

1.5

0.5 1.0

0.5

0.0 0.0
0.0 0.2 0.4 0.6 0.8 1.0 1.2 0.0 0.2 0.4 0.6 0.8 1.0 1.2
Relative pressure (P/P0 ) Relative pressure (P/P0 )
g h

Fig. 8. N2 adsorption/desorption isotherms at low temperature for the Esl3 shale samples. Blue: ORBCS; Red: ORLCS; Green: OFLCS. (For interpretation of the references to colour in
this figure legend, the reader is referred to the web version of this article.)
682 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

0.0014 L1 0.0014 L2
micropores mesopores macropores micropores mesopores ma cropores
0.0012 0.0012

0.0010 0.0010
Pore volume (ml/g)

Pore volume (ml/g)


0.0008 0.0008

0.0006 0.0006

0.0004 0.0004

0.0002 0.0002

a 0.0000 b 0.0000

500-1000

500-1000
10000-15000

10000-15000
0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9

1000-1500
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1500-2000
2000-5000

0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000
10-11
20-30
30-40
40-50

10-11
20-30
30-40
40-50
9-10

100-150
150-200
200-500

5000-10000

9-10

100-150
150-200
200-500

5000-10000
3-4
4-5
5-6
6-7
7-8
8-9

3-4
4-5
5-6
6-7
7-8
8-9
0.0014 L3 0.0014 L4
micropores mesopores macropores micropores mesopores ma cropores
0.0012 0.0012

0.0010 Pore size (nm) 0.0010 Pore size (nm)


Pore volume (ml/g)

Pore volume (ml/g)


0.0008 0.0008

0.0006 0.0006

0.0004 0.0004

0.0002 0.0002

c 0.0000 d 0.0000
500-1000

10000-15000

500-1000

10000-15000
0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000

0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000
10-11
20-30
30-40
40-50

10-11
20-30
30-40
40-50
9-10

100-150
150-200
200-500

5000-10000

9-10

100-150
150-200
200-500

5000-10000
3-4
4-5
5-6
6-7
7-8
8-9

3-4
4-5
5-6
6-7
7-8
8-9
0.0014 L5 0.0014 L6
micropores mesopores macropores micropores mesopores ma cropores
0.0012 0.0012

0.0010 Pore size (nm) 0.0010 Pore size (nm)


Pore volume (ml/g)

Pore volume (ml/g)

0.0008 0.0008

0.0006 0.0006

0.0004 0.0004

0.0002 0.0002

e 0.0000 f 0.0000
500-1000

10000-15000

500-1000

10000-15000
0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000

0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000
10-11
20-30
30-40
40-50

10-11
20-30
30-40
40-50
9-10

5000-10000
100-150
150-200
200-500

9-10

100-150
150-200
200-500

5000-10000
3-4
4-5
5-6
6-7
7-8
8-9

3-4
4-5
5-6
6-7
7-8
8-9

0.0014 L7 0.0014 L8
micropores mesopores macropores micropores mesopores ma cropores
0.0012 0.0012

0.0010 Pore size (nm) 0.0010 Pore size (nm)


Pore volume (ml/g)

Pore volume (ml/g)

0.0008 0.0008

0.0006 0.0006

0.0004 0.0004

0.0002 0.0002

0.0000 0.0000
500-1000

10000-15000

500-1000

10000-15000
0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000

0.3-0.4
0.4-0.5
0.5-.06
0.6-0.7
0.7-0.8
0.8-0.9
0.9-1.0
1.0-1.1
1.1-1.2
1.2-1.3
1.3-1.4
1.4-1.5

50-100

1000-1500
1500-2000
2000-5000
10-11
20-30
30-40
40-50

10-11
20-30
30-40
40-50
9-10

100-150
150-200
200-500

5000-10000

9-10

100-150
150-200
200-500

5000-10000
3-4
4-5
5-6
6-7
7-8
8-9

3-4
4-5
5-6
6-7
7-8
8-9

Pore size (nm) Pore size (nm)


g h

Fig. 9. Pore volume distribution of the Esl3 shale samples. The micropores are determined from CO2 adsorption data, the mesopores from N2 adsorption data, and the macropores
from MIP data. Blue: ORBCS; Red: ORLCS; Green: OFLCS. (For interpretation of the references to colour in this figure legend, the reader is referred to the web version of this article.)

OFLCS has the least contents of clay and siliceous minerals and but the thickness of lamellar layers is greater than that of ORLCS
the highest content of calcareous minerals (Table 3). The organic (Fig. 4d). Micro-nano pores are predominant by ink-bottle-shaped
matter shows the lowest content and the highest thermal maturity, pores, with a small amount of slit-shaped pores (Fig. 8geh). The
with Type II1 and II2. The chloroform bitumen “A” shows a medium pore volume, a medium average, possesses a double-peak feature at
content, signifying that OFLCS contains a medium free hydrocarbon 10e40 nm and 200e15000 nm, respectively (Table 2 and
content. Like ORLCS, OFLCS is distinguished by laminated structure, Fig. 9geh). Macropores and mesopores provide the main pore
e
c
a

g
Pore surface area (m2 /g) Pore surface area (m2 /g) Pore surface area (m2 /g) Pore surface area (m2 /g)

0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.3-0.4 0.3-0.4 0.3-0.4 0.3-0.4
0.4-0.5 0.4-0.5 0.4-0.5 0.4-0.5
0.5-.06 0.5-.06 0.5-.06 0.5-.06
0.6-0.7 0.6-0.7 0.6-0.7 0.6-0.7
0.7-0.8 0.7-0.8 0.7-0.8 0.7-0.8
0.8-0.9 0.8-0.9 0.8-0.9 0.8-0.9
0.9-1.0 0.9-1.0 0.9-1.0 0.9-1.0
1.0-1.1 1.0-1.1 1.0-1.1 1.0-1.1

micropores
micropores
micropores
micropores

1.1-1.2 1.1-1.2 1.1-1.2 1.1-1.2


1.2-1.3 1.2-1.3 1.2-1.3 1.2-1.3
1.3-1.4 1.3-1.4 1.3-1.4 1.3-1.4
1.4-1.5 1.4-1.5 1.4-1.5 1.4-1.5
3-4 3-4 3-4 3-4
4-5 4-5 4-5 4-5
5-6 5-6 5-6 5-6
6-7 6-7 6-7 6-7
7-8 7-8 7-8 7-8
8-9 8-9 8-9 8-9
9-10 9-10 9-10 9-10

Pore size (nm)


Pore size (nm)
Pore size (nm)
Pore size (nm)
10-11 10-11 10-11 10-11

mesopores
mesopores
mesopores
mesopores

20-30 20-30 20-30 20-30


30-40 30-40 30-40 30-40
40-50 40-50 40-50 40-50
50-100 50-100 50-100 50-100
100-150 100-150 100-150 100-150
150-200 150-200 150-200 150-200
200-500 200-500 200-500 200-500

dium amount of macropores, and the fewest micropores.


500-1000 500-1000 500-1000 500-1000
1000-1500 1000-1500 1000-1500 1000-1500
1500-2000 1500-2000 1500-2000 1500-2000
2000-5000 2000-5000 2000-5000 2000-5000

macropores
macropores
macropores
macropores

5000-10000 5000-10000 5000-10000 5000-10000

volume and micropores contribute the least. However, the surface

Fig. 10geh). As a result, OFLCS develops mostly mesopores, a me-


pores with diameters of 0.5e0.9 nm and 10e40 nm (Table 2 and
mainly contributed by micropores and mesopores, especially the
area, which is the least in the three types of shale lithofacies, is
L7
L5
L3
L1

10000-15000 10000-15000 10000-15000 10000-15000

h
d
b

Pore surface area (m2 /g) Pore surface area (m2 /g) Pore surface area (m2 /g) Pore surface area (m2 /g)

0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2
0.0
0.2
0.4
0.6
0.8
1.0
1.2

0.3-0.4 0.3-0.4 0.3-0.4 0.3-0.4


0.4-0.5 0.4-0.5 0.4-0.5 0.4-0.5
0.5-.06 0.5-.06 0.5-.06 0.5-.06
0.6-0.7 0.6-0.7 0.6-0.7 0.6-0.7
0.7-0.8 0.7-0.8 0.7-0.8 0.7-0.8
0.8-0.9 0.8-0.9 0.8-0.9 0.8-0.9
0.9-1.0 0.9-1.0 0.9-1.0 0.9-1.0
1.0-1.1 1.0-1.1 1.0-1.1 1.0-1.1

micropores
micropores
micropores
micropores

1.1-1.2 1.1-1.2 1.1-1.2 1.1-1.2


1.2-1.3 1.2-1.3 1.2-1.3 1.2-1.3
1.3-1.4 1.3-1.4 1.3-1.4 1.3-1.4
1.4-1.5 1.4-1.5 1.4-1.5 1.4-1.5
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

3-4 3-4 3-4 3-4


4-5 4-5 4-5 4-5
5-6 5-6 5-6 5-6
6-7 6-7 6-7 6-7
7-8 7-8 7-8 7-8
8-9 8-9 8-9 8-9
9-10 9-10 9-10 9-10

Pore size (nm)


Pore size (nm)
Pore size (nm)
Pore size (nm)

10-11 10-11 10-11 10-11

mesopores
mesopores
mesopores
mesopores

20-30 20-30 20-30 20-30


30-40 30-40 30-40 30-40
40-50 40-50 40-50 40-50
50-100 50-100 50-100 50-100
100-150 100-150 100-150 100-150
150-200 150-200 150-200 150-200
200-500 200-500 200-500 200-500
500-1000 500-1000 500-1000 500-1000
1000-1500 1000-1500 1000-1500 1000-1500
1500-2000 1500-2000 1500-2000 1500-2000
2000-5000 2000-5000 2000-5000 2000-5000
ma cropores
ma cropores
ma cropores
ma cropores

5000-10000 5000-10000 5000-10000 5000-10000


L8
L6
L4
L2

10000-15000 10000-15000 10000-15000 10000-15000

injection/withdrawal curves present different characteristics


from MIP data. Blue: ORBCS; Red: ORLCS; Green: OFLCS. (For interpretation of the references to colour in this figure legend, the reader is referred to the web version of this article.)
Fig. 10. Surface area distribution of the Esl3 shale samples. The micropores are determined from CO2 adsorption data, the mesopores from N2 adsorption data, and the macropores

drawal curves of ORLCS decrease quickly, indicating high mercury


In addition, when comparing ORLCS with OFLCS their mercury

under high pressure (Fig. 11a). Additionally, the mercury with-


683

approximately 100 MPa, with a great volume of mercury injection


(Fig. 11). The mercury injection curves of ORLCS increase rapidly
684 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

withdrawal efficiency. The high mercury withdrawal efficiency

Note: The pore volume of micropores is obtained by CO2 adsorption, mesopores by N2 adsorption, and macropores by MIP. The total pore volume is the sum of the pore volumes of micropores, mesopores, and macropores. The
Macropore
reflects that ORLCS presents good pore connectivity and flow ca-
Proportion of pore surface area (%) pacity. In contrast, the cumulative mercury injection volume of

0.17
0.23
0.31
0.22

2.78
0.63
1.03
1.48

1.02
0.20
0.61

0.82

pore volume proportions of micropores, mesopores, and macropores are equal to the total pore volume divided by the pore volumes of micropores, mesopores, and macropores, respectively. So is the surface area.
OFLCS is considerably smaller than that of ORLCS, though the
mercury injection curves become steep at approximately 100 MPa
as well (Fig. 11b). The mercury withdrawal curves decrease slowly
Mesopore

10.68 with the decreasing pressure and even have no change at the initial

13.63
12.24
11.09

18.18
28.32
23.25

11.30
8.08
4.70

7.46

7.39
stage, which represents small mercury withdrawal efficiency. It
may be because substantial ink-bottle-shaped pores and the lack of
micro-fractures lead to bad connectivity and permeability.
Micropore

91.75
95.07
89.01
92.32

89.83
85.74
86.73
87.43

80.80
71.48
76.14

87.87
5.2. Differences between continental and marine shales in pore
structure
Total

4.01
2.68
1.53
2.74

3.10
2.76
1.61
2.49

1.26
2.29
1.78

2.45
Shale reservoirs formed in different sedimentary environments
show significant differences in pore structure. Considering that the
Longmaxi marine shale in Sichuan Basin, south China is a typical
Macropore

example of marine shale in China, the pore structure features of the


Esl3 shale are compared with those of the Longmaxi shale to discuss
0.007
0.006
0.005
0.006

0.086
0.017
0.017
0.040

0.013
0.005
0.009

0.020

differences between continental and marine shales in pore


structure.
Mesopore

The total pore volume of the Longmaxi shale presents three


Pore surface area (m2/g)

relatively stable peaks, 0.3e0.6 nm, 1.5e4.0 nm, and


0.32
0.13
0.16
0.20

0.23
0.38
0.20
0.27

0.23
0.65
0.44

0.28

10000e15000 nm, which is primarily provided by micropores and


mesopores (accounting for 34.70% and 40.83% respectively)
(Table 4). Macropores make the least contribution to the total pore
Micropore

volume, only accounting for 24.46%. The total surface area of the
3.68
2.55
1.36
2.53

2.78
2.37
1.40
2.18

1.02
1.64
1.33

2.15

Longmaxi shale shows a relatively stable peak (0.3e0.6 nm). Mi-


cropores make the greatest contribution to the total surface area,
up to 76.87%. Compared with the Esl3 shale, the contribution of
Macropore

mesopores to the total surface area presents an increase, account-


23.62
39.58
53.25
37.57

80.58
53.37
76.80
70.25

65.36
44.67
55.02

60.61

ing for 23.05% (Jiang et al., 2016; Wang et al., 2016a, b; Tang et al.,
2015, 2016b).
Proportion of pore volume (%)

Comparing the data of the two formations, it can concluded that


Mesopore

micropores are well developed in the Longmaxi shale while mac-


ropores are well developed in the Esl3 shale. Owing to high thermal
32.32
18.35
26.60
26.46

26.71
13.95
16.10

24.32
43.80
34.06

21.26
7.63

maturity, organic matter in the Longmaxi shale generates a large


amount of gas during the sufficient hydrocarbon generation. As a
result, there are abundant interconnected honeycomb-like pores
Micropore

within organic matter. This kind of organic matter-hosted pores


44.06
42.07
20.15
35.96

11.78
19.93

13.65

10.32
11.53
10.92

18.13
9.25

possesses small pore size and mostly belongs to micropores, which


could greatly increase the pore surface area of shale reservoirs. In
contrast, for the Esl3 shale, the interconnected honeycomb-like
0.00315
0.00232
0.00251
0.00266

0.00851
0.00424
0.00565
0.00613

0.00361
0.00499
0.00430

0.00438

pores are not observed inside organic matter, since organic mat-
Total

ter possesses low thermal maturity and tends to generate oil.


Organic matter-hosted pores in the Esl3 shale show large pore size
and primarily belong to macropores (Fig. 6), which make great
Macropore
Pore volume and surface area parameters of the shale samples.

0.00074
0.00092
0.00134
0.00100

0.00686
0.00226
0.00434
0.00449

0.00236
0.00223
0.00230

0.00265

contribution to the pore volume of shale reservoirs. In addition,


highly abundant micro-fractures lead to the development of mac-
ropores in the Esl3 shale samples.
It is generally known that adsorbed hydrocarbon is primarily
Mesopore

attached to the surfaces of organic matter and inorganic mineral,


0.00102
0.00043
0.00067
0.00070

0.00065
0.00113
0.00079
0.00086

0.00088
0.00219
0.00153

0.00093

whereas free hydrocarbon mainly occurs in the pores and micro-


Pore volume (ml/g)

fractures of shale reservoirs. Therefore, the content of adsorbed


hydrocarbon is closely related to surface area, whereas the content
Micropore

of free hydrocarbon is primarily controlled by pore volume.


0.00139
0.00098
0.00051
0.00096

0.00100
0.00084
0.00052
0.00079

0.00037
0.00058
0.00047

0.00079

For the Longmaxi shale, the methane adsorption content grad-


ually grows with the surface area of micropores increasing
(Fig. 12a). The surface area of mesopores and macropores shows
poor correlation with the methane adsorption content, meaning
Samples Number

that mesopores and macropores are inconclusive for the methane


Total Mean

adsorption content due to the limited surface area of mesopores


and macropores. Therefore, micropores with large surface area
Mean

Mean

Mean
Table 2

have a crucial effect on the adsorbed gas content.


L1
L2
L3

L4
L5
L6

L7
L8

In contrast, for the Esl3 shale, the chloroform bitumen “A”


T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 685

Table 3
Essential characteristic parameters of the eight shale samples.

Samples Number Lithofacies Depth (m) Organic matter Mineral composition (%)

TOC content (wt%) Ro (%) Chloroform bitumen “A” (%) Type Siliceous minerals Calcareou minerals Clay minerals Pyrite

L1 ORBCS 2947 2.44 0.79 0.29 I 22 56 18 4


L2 2962 2.58 0.72 0.27 I 19 54 25 2
L3 3025 3.70 0.79 0.62 I 21 51 23 5
Mean e 2.91 0.77 0.39 e 20.67 53.67 22.00 3.67

L4 ORLCS 3055 5.63 0.80 1.13 I 18 64 15 3


L5 3060 4.55 0.83 0.77 II1 18 69 10 3
L6 3105 3.21 0.85 0.92 II1 19 63 14 4
Mean e 4.46 0.82 0.94 e 18.33 65.00 13.00 3.67

L7 OFLCS 3110 1.40 0.87 0.42 II1 12 76 9 3


L8 3120 1.42 0.91 0.62 II2 5 89 5 1
Mean e 1.41 0.89 0.52 e 8.50 82.50 7.00 2.00

Total Mean e e 3.23 0.81 0.63 e 17.30 63.97 15.40 3.33

0.020 0.020
mercury injection mercury injection
Cumulative intrusion/extrusion volume (ml/g)

Cumulative intrusion/extrusion volume (ml/g)


mercury withdrawal L4:MWE mercury withdrawal
30%
0.015 0.015

L6:MWE
16%
0.010 0.010
L5:MWE
33% L7:MWE
7%
0.005 0.005
L8:MWE
11%

0.000 0.000
0.01 0.1 1 10 100 1000 0.01 0.1 1 10 100 1000
Pressure (MPa) Pressure (MPa)
a b

Fig. 11. MIP of the Esl3 shale samples. MWE: mercury withdrawal efficiency.

Table 4
Differences between the Longmaxi marine shale and the Esl3 continental shale in pore structure.

Formations Longmaxi marine shale Esl3 continental shale

Parameters

Ro (%) 1.93e3.59 0.70e0.91


Hydrocarbon Gas Oil
Honeycomb-like organic matter-hosted pores Well developed Undeveloped
Pore size range of pore volume peak 3.0e0.6 nm, 1.5e4.0 nm, 10000e15000 nm 0.5e0.9 nm, 10e15000 nm
Pore size range of surface area peak 0.3e0.6 nm 0.5e0.9 nm
Proportion of pore volume (%) Micropores 34.70 18.13
Mesopores 40.83 21.26
Macropores 24.46 60.61
Proportion of surface area (%) Micropores 76.87 87.87
Mesopores 23.05 11.30
Macropores 0.07 0.82

content shows a linearly increasing trend with the pore volume of decisive role in free hydrocarbon accumulation.
macropores while chloroform bitumen “A” content has poor cor- Consequently, micropores well-developed in the Longmaxi
relation with the pore volume of micropores and mesopores shale are favorable for shale gas adsorption, since they could pro-
(Fig. 12b). It means that micropores and mesopores have no vide enough surface area. In contrast, macropores well-developed
determinate role for free hydrocarbon accumulation, since micro- in the Esl3 shale are propitious to free hydrocarbon accumulation,
pores and mesopores make limited contribution to the pore vol- since they could offer enough pore volume. Based on the compar-
ume. Consequently, macropores with large pore volume play a ative analysis, continental shale is completely different from
686 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

Fig. 12. a: Relationship between CH4 adsorption content and surface area of the Longmaxi shale (according to Jiang et al., 2016); b: Relationship between chloroform bitumen “A”
content and pore volume of the Esl3 shale (The data of chloroform bitumen “A” content is obtained from Soxhlet extraction. The pore volume of micropores is determined from CO2
adsorption, the mesopores from N2 adsorption, and the macropores from MIP.).

marine shale in pore structure. The Esl3 continental shale can However, only when the carbonate minerals content is much
represent a kind of continental shale which has the characteristic of higher and simultaneously the contents of clay and siliceous min-
low thermal maturity, hoping that our study could provide certain erals reach certain amounts will the pore volume be a relatively
reference for shale reservoirs with similar characteristics. high value. As Li et al. (2015) concluded, calcareous minerals tend to
develop large intergranular pores and generate micro-fractures
under very slight stress, which makes for the development of
5.3. Controlling factors of pore structure macropores (Fig. 7a, b and g). Due to the differences in mechanical
properties between argillaceous and calcareous laminas, there are
Due to the comprehensive effects of mineral composition, TOC considerable micro-fractures at the contact between the two kinds,
content, thermal maturity, and sedimentary structure, the Esl3 shale leading to significant increases in the pore volume and connectivity
possesses extremely complicated micro-nano pore structure. (Fig. 7g) (Jarvie et al., 2007; Rickman et al., 2008; Sondergeld et al.,
Analysing the relationship between pore structure parameters 2010; Ji et al., 2016; Slatt and O'Brien, 2011; Jiang et al., 2015). Only
and controlling factors, it is found that the pore structure param- when the contents of clay and silicate minerals reach certain values
eters of micropores show a linearly increasing trend with the in- can frequent interactive distribution of argillaceous and calcareous
crease of clay and siliceous minerals contents, whereas they show a laminas be guaranteed. Additionally, the surface area of macro-
linearly decreasing trend with the increase of calcareous minerals pores shows no significant correlation with mineral composition,
content (Fig. 13aef). Conversely, the pore structure parameters of proving that macropores make little contribution to the surface
mesopores present a linearly decreasing trend with the increase of area (Fig. 15b, d and f).
clay and siliceous minerals contents, but a linearly increasing trend Moreover, the pore structure parameters of micropores and
with the increase of calcareous minerals content (Fig. 14aef). In mesopores have no typical correlation with the TOC content,
other words, clay and siliceous minerals are both favourable for whereas the pore structure parameters of macropores possess a
micropores, whereas calcareous minerals are conducive to meso- linearly increasing trend with the increase of TOC content
pores. Since calcareous minerals tend to form a relatively rigid (Fig. 13geh, 14geh, 15geh). It is demonstrated that organic matter
framework that improves the compression strength of shale res- is in favour of macropores, owing to large pores in the complexes of
ervoirs, they are advantageous to the preservation of large pores organic matter and inorganic minerals or micro-fractures at the
(Jarvie et al., 2007; Rickman et al., 2008; Sondergeld et al., 2010; Ji boundaries between strip-shaped organic matter and inorganic
et al., 2016). As a result, mesopores are primarily contributed by minerals (Fig. 6). The lack of correlation between the pore structure
calcareous minerals, such as intergranular pores and dissolution parameters of micropores/mesopores and TOC content may be
pores in calcite (Fig. 7 aeb and e), whereas micropores are mainly because that interconnected honeycomb-like organic matter-
provided by clay and siliceous minerals, such as intercrystalline hosted pores with small pore size are not developed in the shale
pores in clay minerals and dissolution pores in siliceous minerals samples. Moreover, the residual hydrocarbon blocked off the mi-
(Fig. 7c and f). cropores and mesopores in the shale samples (Pan et al., 2015; Luo
Compared with micropores and mesopores, the correlations and He, 2014; Furmann et al., 2013; Ross and Bustin, 2009).
between the pore volume of macropores and controlling factors are In addition, the pore structure parameters of micropores show a
relatively complicated, indicating that the development of macro- linearly decreasing trend with the increase of thermal maturity,
pores is controlled by various factors. However, the correlation whereas the pore structure parameters of mesopores possess a
between the pore volume of macropores and mineral composition linearly increasing trend with the increase of thermal maturity
shows an obvious regularity. The pore volume of macropores be- (Fig. 13iej, 14iej). This finding may be because as thermal maturity
comes greater first and then smaller with the increasing clay, sili- increases, organic acids released by hydrocarbon generation further
ceous, and calcareous minerals contents (Fig. 15a, c and e). On the dissolve inorganic mineral particles, leading to the increase of pore
whole, the pore volume of macropores presents a decreasing trend size (Schieber, 2010; Loucks et al., 2012; Yuan et al., 2013). Being the
with the increase of clay and siliceous minerals but an increasing same as the correlation between the pore structure parameters of
trend with the increase of calcareous minerals. In other words, clay macropores and mineral composition, the pore volume of macro-
and siliceous minerals are both unfavourable to macropores, pores increases first and then decreases with an increase in thermal
whereas calcareous minerals are favourable to macropores.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 687

0.0016 4.0

0.0014 3.5

0.0012 3.0

Pore surface area (m /g)


Pore volume (ml/g)
0.0010 2.5

0.0008 2.0

0.0006 1.5

0.0004 1.0

0.0002 0.5

0.0000 0.0
0 5 10 15 20 25 30 0 5 10 15 20 25 30
Clay minerals content (%) Clay minerals content (%)
a b

0.0016 4.0

0.0014 3.5

0.0012 3.0

Pore surface area (m /g)


Pore volume (ml/g)

0.0010 2.5

0.0008 2.0

0.0006 1.5

0.0004 1.0

0.0002 0.5

0.0000 0.0
0 5 10 15 20 25 0 5 10 15 20 25
Siliceous minerals content (%) Siliceous minerals content (%)
c d
0.0016 4.0

0.0014 3.5

0.0012 3.0
Pore surface area (m /g)
Pore volume (ml/g)

0.0010 2.5

0.0008 2.0

0.0006 1.5

0.0004 1.0

0.0002 0.5

0.0000 0.0
40 50 60 70 80 90 100 40 50 60 70 80 90 100
Calcareous minerals content (%) Calcareous minerals content (%)
e f

0.0016 4.0

0.0014 3.5

0.0012 3.0
Pore surface area (m /g)
Pore volume (ml/g)

0.0010 2.5

0.0008 2.0

0.0006 1.5

0.0004 1.0

0.0002 0.5

0.0000 0.0
0 1 2 3 4 5 6 0 1 2 3 4 5 6
TOC (%) TOC (%)
g h
0.0016 4.0

0.0014 3.5

0.0012 3.0
Pore surface area (m /g)
Pore volume (ml/g)

0.0010 2.5

0.0008 2.0

0.0006 1.5

0.0004 1.0

0.0002 0.5

0.0000 0.0
0.5 0.6 0.7 0.8 0.9 1.0 0.5 0.6 0.7 0.8 0.9 1.0
Ro (%) Ro (%)
i j

Fig. 13. Correlations between the pore structure parameters of micropores and mineral composition, TOC content, thermal maturity in the shale samples.
688 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

0.0025 0.7

0.6
0.0020

Pore surface area (m /g)


0.5

Pore volume (ml/g)


0.0015
0.4

0.3
0.0010

0.2
0.0005
0.1

0.0000 0.0
0 5 10 15 20 25 30 0 5 10 15 20 25 30
Clay minerals content (%) Clay minerals content (%)
a b

0.0025 0.7

0.6
0.0020

Pore surface area (m /g)


0.5
Pore volume (ml/g)

0.0015
0.4

0.3
0.0010

0.2
0.0005
0.1

0.0000 0.0
0 5 10 15 20 25 0 5 10 15 20 25
Siliceous minerals content (%) Siliceous minerals content (%)
c d

0.0025 0.7

0.6
0.0020
Pore surface area (m /g)

0.5
Pore volume (ml/g)

0.0015
0.4

0.3
0.0010

0.2
0.0005
0.1

0.0000 0.0
40 50 60 70 80 90 100 40 50 60 70 80 90 100
Calcareous minerals content (%) Calcareous minerals content (%)
e f

0.0025 0.7

0.6
0.0020
Pore surface area (m /g)

0.5
Pore volume (ml/g)

0.0015
0.4

0.3
0.0010

0.2
0.0005
0.1

0.0000 0.0
0 1 2 3 4 5 6 0 1 2 3 4 5 6
TOC (%) TOC (%)
g h

0.0025 0.7

0.6
0.0020
Pore surface area (m /g)

0.5
Pore volume (ml/g)

0.0015
0.4

0.3
0.0010

0.2
0.0005
0.1

0.0000 0.0
0.5 0.6 0.7 0.8 0.9 1.0 0.5 0.6 0.7 0.8 0.9 1.0
Ro (%) Ro (%)
i j

Fig. 14. Correlations between the pore structure parameters of mesopores and mineral composition, TOC content, thermal maturity in the shale samples.
T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692 689

Fig. 15. Correlations between the pore structure parameters of macropores and mineral composition, TOC content, thermal maturity in the shale samples.
690 T. Li et al. / Journal of Natural Gas Science and Engineering 45 (2017) 670e692

maturity (Fig. 15i). It is also demonstrated that the development of composition, TOC content, thermal maturity, and lamellar
lamellar layers has a significant effect on macropores. Moreover, layers all play important roles in the development of
the pore volume of macropores has an increasing trend with the macropores.
increase of thermal maturity as a whole. It means that with the
thermal evolution of organic matter, a large number of organic Acknowledgments
matter-hosted pores and micro-fractures are developed by hydro-
carbon generation (Jarvie et al., 2007; Xue et al., 2015; Yang et al., The authors are grateful to all the editors and anonymous re-
2014; Huang and Shen, 2015; Ji et al., 2016). The surface area of viewers for their constructive suggestions and comments that have
macropores has no correlation with thermal maturity (Fig. 15j), significantly improved the manuscript. This study was supported
indicating that macropores make little contribution to the surface by the National Basic Research Programme of China (973 Project)
area as well. (NO.2014CB239105). The authors are indebted to the Geoscience
The pore structure parameters of micropores, mesopores, and Institute of Shengli Oilfield Company, Sinopec who supplied us
macropores are all irrelevant to pyrite content. Although pyrite is with the drill cores and basis data used in this study. The authors
developed in the shale samples, it is a small amount with an are grateful to Dr. Yuan Yuan from the Chinese Academy of Sciences
average of 3.33% and the cluster-shaped pyrite is almost filled with and M.S. Weitao Chen and M.S. Zhi Wang from China University of
organic matter and inorganic minerals (Figs. 4, 6dee, Table 3). Petroleum for their help in this study. The authors would also like
Therefore, due to the poor development of effective pores, pyrite to thank Elsevier (webshop.elsevier.com) for the English language
has hardly any contribution to the pore volume and surface area. review.
From the above analysis, it can be concluded that micropores
and mesopores are primarily controlled by mineral composition
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