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Diagenesis plays a crucial role in shale oil reservoir formation. However, complex organic-inorganic interactions result in pore system formation and heterogeneity changes at the centimeter, or even micrometer scale, which controls the evolution of shale oil reservoirs. In this paper, an integrated approach including core observation, thin section observation, cathodoluminescence thin section observation, scanning electron microscope, μ-XRF analysis, electron microprobe analysis, AMICS analysis, LA-ICP-MS analysis, and isotope analysis was used to clarify the laminae combination carbonate-rich shale, diagenetic alterations in different types of shale laminae and the controls on shale oil reservoir formation. According to the lamina combination, the carbonate-rich shale in the Permian Lucaogou Formation can be divided into three types. They are shale consists of dolomitic lamina and terrigenous felsic lamina (Type A shale), shale consists of calcite-rich tufaceous lamina and terrigenous felsic lamina (Type B shale) and shale consists of calcareous lamina and tufaceous lamina (Type C shale). Dolomite cementation is the major diagenesis in terrigenous felsic lamina of Type A shale. The dolomite can be identified as the early stage forming from recrystallization of micrite dolomite, and the late stage precipitate from adjacent dolomitic lamina. In the terrigenous felsic lamina of Type B shale, however, the calcite cementation is the dominated diagenesis, which was sourced from adjacent calcite-rich tufaceous lamina. Also, some feldspar dissolutions occurred in terrigenous felsic lamina during organic matter evolution. For the Type C shale, the main diagenetic alteration is micrite calcite recrystallization in calcareous lamina. The dissolution and precipitation of carbonate minerals between different laminae of carbonate-rich shale reveal that the organic matter evolution significantly influence the diagenetic alterations of inorganic minerals. Particularly, the diagenetic mass transfer and redistribution at the micro-scale in a relatively diagenetic system were confirmed by organic-inorganic interactions in laminated shale. In this process, dissolution pores and recrystallization pores have provided considerable reservoir pores for shale oil. • The laminae combination and diagenetic alterations of carbonate-rich shale were identified. • The diagenetic mass transfer at the micro-scale during organic-inorganic interactions in laminated shale were clarified. • The pores induced by diagenetic mass transfer within a closed system is crucial for shale reservoir formation. [ABSTRACT FROM AUTHOR]

Reservoir quality is the key parameter controlling shale oil enrichment. However, the complicated lithofacies, which control diagenesis, result in reservoir heterogeneity in the shale strata, creating challenges for reservoir prediction. Combining with the detail analysis of inorganic and organic geochemistry, characteristics of the main lithofacies and diagenetic alteration were investigated in Permian Lucaogou Formation, Jimusar sag, Junggar Basin. Laminated rocks with laminae combinations containing pyroclastic and terrigenous clastic laminae, terrigenous clastic and dolomite laminae, and pyroclastic and carbonate laminae were identified. Massive rocks mainly includes dolomicrite, dolomitic tuff, silt dolostone, dolomitic siltstone, and tuffaceous siltstone. Feldspar dissolution and carbonate cementation were the two dominant diagenetic types, further causing heterogeneity of the shale oil reservoirs. Feldspar dissolution generally occurred in laminated rocks containing pyroclastic laminae with low content of carbonate minerals (PL1), as well as in their adjacent interbedded siltstones. Carbonate cementation generally occurred in laminated rocks containing carbonate laminae, as well as in their adjacent interbedded siltstones. Whether in laminated and massive rocks, sparry carbonate crystals were also precipitated adjacent to organic matter and in microfractures. In the burial processes, enriched transition metal elements of V and Ti in pyroclastic laminae promote catalytic pyrolysis of organic matter. Abundant CO 2 produced during the catalytic pyrolysis promoted feldspar dissolution. Dissolution of sedimentary carbonate minerals by organic acids and CO 2 provided the material sources for secondary carbonate cements. It promoted the recrystallization and re-precipitation of sparry carbonate crystals adjacent to organic matter and in the terrigenous clastic laminae or interbedded siltstones. Ca2+, Mg2+ Sr2+, Fe2+, and Mn2+ produced by the transformation of smectite to illite in the pyroclastic laminae also provided Ca source for secondary carbonate cements. External diagenetic fluids providing materials along microfractures is another genesis of carbonate cements in the Permian Lucaogou Formation. • Petrographic features in the shale strata in Permian Lucaogou Formation were identified based on in situ analytical method. • Differential feldspar dissolution and carbonate precipitation generally occurred in different lithofacies. • Catalytic pyrolysis of organic matter in presence of transition metal elements in pyroclastic laminae promoted dissolution. • Development of carbonate cements in the shale strata were mainly provided by three material sources. [ABSTRACT FROM AUTHOR]

This paper discusses the effect of the source rock–reservoir assemblage and the assemblage–induced variability in hydrocarbon expulsion and the subsequent molecular composition as well as molecular thermal maturity within a hybrid shale system. The characterization work was conducted on lithofacies and microlamina scales using core samples from the Chang 7 3 sub-member of the Triassic Yanchang Formation in the Ordos Basin, China. Samples were collected from a narrow interval with a depth range of less than 15 m, and the main characterization work was performed by Rock-Eval pyrolysis and GC–MS analysis. The results show that chemical fractionation of preferential expulsion and migration of the saturated fraction exists in the source rock–reservoir assemblages at both the lithofacies and lamina scales. However, the molecular composition behaves differently at the lithofacies and lamina scale's source rock–reservoir assemblages, in which ∑C 21 − /∑C 22+ is higher in lamina scale reservoir but lower in lithofacies scale reservoir. It is assumed that the low-molecular weight n -alkanes also follow molecular fractionation. The lithofacies reservoir has a lower ∑C 21 − /∑C 22+ because of the strong storage capacity of the laminated micro-reservoir within shale, which prevents the newly generated lighter oil from being charged into the lithofacies reservoir. The variation trends of thermal maturity indices Ts/hopane, the relative pregnane content, and TA(I)/TA(I + II) ratios, which have the same chemical basis with ∑C 21 − /∑C 22+ , carry the same maturity signature as ∑C 21 − /∑C 22+. The above profile of the molecular composition and molecular-derived thermal maturity parameters indicate that within the short interval of a shale system where no differences in thermal maturity are expected, chain scission reactions and their derived thermal maturity indicators are very sensitive to source rock and reservoir. In addition, within a shale system, oil is more easily to expel out from the organic-rich lithofacies that are interbedded with organic-lean lithofacies. Oil expulsion may promote both chain cracking of oil and subsequently kerogen decomposition. This may provide geological evidence to explain why the frequent-stacking assemblage of source rock and reservoir lithofacies in a hybrid shale system is an ideal target for shale oil exploration. [ABSTRACT FROM AUTHOR]

• Extracted bitumen and solid bitumen were characterized simultaneously. • Characterization was carried out at lamina scale and lithofacies scale. • Biomarkers reveal greater thermal maturity in source rocks than reservoirs. • Raman spectroscopy reveals greater thermal maturity in reservoirs than source rocks. • Organic–inorganic interactions increase the aromaticity of solid bitumen. Organic solvent extracted bitumen (EB) and microscopically observed solid bitumen (SB) carry many geological implications in unconventional source-rock reservoirs. EB is a commonly used term in organic geochemistry, and SB is normally used in organic petrology. Although both EB and SB are secondary organic matter initially formed from kerogen degradation and partially describe the same components, they are defined by different physical and chemical criteria and have specific applications, and thus are rarely comparatively investigated. In this study, by taking the shale of the seventh member of the Upper Triassic Yanchang Formation in the Ordos Basin, China, as a case study, we performed an integrated characterization on the two types of bitumen. The characterization was carried out on source rocks and reservoir assemblages at two scales: lamina-scale (organic-rich lamina and silty lamina) and lithofacies-scale (shale and sandstone). Programmed temperature pyrolysis (Rock-Eval 7 pyrolysis), gas chromatography–mass spectrometry (GC–MS), and Raman spectroscopy were used in this study. The samples are distributed within a 12 m interval and therefore should have experienced the same degree of thermal stress. However, maturity parameters derived from GC–MS for EB and Raman spectroscopy for SB exhibit a different inferred thermal maturity between source rocks and reservoirs at both lithofacies- and lamina-scales. The side-chain scission reactions related (non-)biomarker parameters such as Ts/C 30 H, Σ n C 21− /Σ n C 22+ alkanes, relative C 21 + C 22 sterane content and TA(I)/TA(I + II) suggest higher thermal maturity in source rocks (shale and organic-rich lamina) than the corresponding reservoirs (sandstone and silty lamina), while Raman-derived parameters RBS and G-FWHM indicate higher maturity in reservoirs than the corresponding source rocks. It is speculated that the EB measured by GC–MS comprises saturated and aromatic components corresponding to relatively mobile hydrocarbons. The maturation of the source rock exerts greater control over this component than that of the reservoir. In comparison, the SB measured using Raman spectroscopy mainly consists of solid residue left behind after migration and/or decomposition of a once-liquid oil phase that is less readily able to move. It is more intensely altered by the organic–inorganic interactions (mineral dissolution–precipitation processes) in the reservoir than that in the source rock, resulting in a consolidated SB with higher aromaticity. The storage ability of silty lamina in shale may complicate the data interpretation of geochemical differences in EB- and SB-derived parameters. On a practical note, when assessing thermal maturity, taking into the account the lithology or rock texture, which affects the organic–inorganic interactions, as well as specific components detected by different techniques may provide helpful clues to explain some contradictory results. [ABSTRACT FROM AUTHOR]